Create and manage departments in Perform & Engage 365

By setting up departments in Perform & Engage 365, you can set goals/OKRs, schedule check-ins, add questions, and create engagement surveys at department level. When you view and analyze data at department level, you get more insights into employee engagement and performance.

This article describes how to create and edit departments, view department details, and add users to departments.

Watch this video for an overview of some of the steps in this article.

Create departments

Required role: Super admin.

1. Select Organization > Departments. The Departments page opens.

2. In the Add New Department section at the bottom of the page, enter the new department name in the Department Name field, and select Add.

A success message is displayed at the top of the page, and the department is added to the department list.

Add departments from Microsoft Entra ID

Required role: Super admin with the Microsoft 365 global admin role.

Departments are added from Microsoft Entra ID to Perform & Engage 365 automatically if:

• Your organization structure in Microsoft Entra ID contains departments.
• The sync between Perform & Engage 365 and Microsoft Entra ID is set up. For more information, see this article.

Upload departments in bulk

Required role: Super admin.

You can also upload departments in bulk by selecting the cog icon > Bulk Data Upload > Department. For more information, see this article.

View departments and their details

Required role: Super admin. Department admins can view the departments they administer.

To view a list of departments, select Organization > Departments. The Departments page opens. You can filter the list of departments by selecting Showing all Departments, Primary Departments, and other options from the drop-down list above the department list.

The department dashboard enables you to view information about a particular department. To open the dashboard from the department list, on the Departments page, find the department and select the View department dashboard icon. The department dashboard opens. If only one department is available for a user to view (for example, the user is a Department admin who administers one department), selecting Organization > Departments opens the department dashboard.

The dashboard contains the following sections:

• Sentiment/Check-ins. The Sentiment tab shows how positive the employee's feedback was. The Check-ins tab shows the ratio of submitted check-ins. Select View details on any of these tabs to see more information.
• Department-Wide Questions. Shows a list of check-in questions specific to the department. If there are no questions on the list, you can select Click here to add some to navigate to the Questions page. Hover over a question and select View to see more information about the question. Select the Exclude Organization Questions checkbox to exclude organization questions from the list. Select the edit icon to open the Questions page, where you can view and create questions. For more information about creating questions, see this article.
• Employees. Shows the number of Active and Not yet signed-in employees. Select View to see more information about employees in the department.
• Talent mapping. If your organization has the Talent Mapping feature enabled, this section shows the talent mapping information specific to your department. Select View details to see more information. For more information about talent mapping, see this article.
• 10Pulse Engagement Score. Shows your department's engagement score across five parameters: Discretionary Effort, Pride, Advocacy, Job Satisfaction, and Feel Valued. Select View details to see more information about the score and its dynamics.
• Conversations. Shows a list of active conversations specific to the department.
• Mentions Feed. Shows feedback mentions for the department and its employees from other employees. Select a mention to view the full feedback.

To view the dashboard for a different department, choose from the Select Department drop-down list at the top of the page.

Add users to a department

Required role: Super admin.

1. Find the user in the organization chart. There are two ways to do this:

• In the search bar at the top of any screen, enter the username and select it from the list. The user's profile page opens. Under the Email field, select View user in org chart.
• Select Organization > Manage.

In either case, a list of users is displayed.

2. Find the user.

3. Hover over the Departments column for the user, and select the edit icon. The Assign Departments dialog opens. Here, you can:

• Assign the user to a Primary department by selecting a department from the drop-down list.
• Assign the user to up to three more departments by selecting from the Other drop-down lists.

4. Select Save. A success message is displayed at the top of the page.

Move users from one department to another

Required role: Super admin. Department admins can move users from the departments they administer.

1. Select Organization > Departments. The Departments page opens.

2. Find a department in the list and select the View teams in this Department icon. A list of employees assigned to the department is displayed.

3. Find a user in the list and, in the Departments column, select the edit icon. The Assign Departments screen opens. In this screen, you can:

• Assign the user to the primary department by selecting the department from the Primary list.
• Assign the user to up to three more departments by selecting the departments in the Other lists.

4. Select Save. A success message is displayed at the top of the page.

Edit departments

Required role: Super admin.

1. Select Organization > Departments. The Departments page opens.

2. Find the department and select the Edit Department configuration icon. The Edit Department dialog opens. Here, you can enter:

• Department Name. Change the department name.
• Administrators. Add department admins by entering their email address and selecting them, or remove them by selecting the x icon next to their email address. Department admins can view, create, or edit any item (goals, OKRs, check-ins, etc.) relating to the department. For more information, see this article.

3. Select Save. A success message is displayed at the top of the page.

Remove departments

Required role: Super admin.

Removing a department also unassigns all previously assigned users from the department.

1. Select Organization > Departments. The Departments page opens.

2. Find the department, select the Remove Department icon, and confirm the action. A success message is displayed at the top of the page.

If you remove a department that was previously added automatically via the Microsoft Entra ID sync, the department will be added back after the next sync, unless the department is excluded from the sync.