How to Create Department in Odoo18

This video provides a step-by-step guide on how to create and manage departments within Odoo18, which helps in structuring your company’s organisational hierarchy.

The following steps detail the process for setting up a new department and configuring its key attributes:

• Access the Employees Module: Start by opening the Employees application from the Odoo main dashboard.
• Navigate to Departments: Within the module, select the Departments menu at the top to view current departments or create a new one.
• Create New Department: Click the New button to open the configuration form.
• Configure Department Details:
  • Department Name: Enter the name of the department, such as “Quality Control”.
  • Manager: Assign an employee to lead the department.
  • Parent Department: If this is a sub-unit, select its parent department (e.g., placing “Quality Control” under “Management”).
  • Display Color: Choose a color code to visually distinguish the department in Kanban and organizational chart views.
• Finalize and Save: Click Save to create the department record.
• Assign Employees: Once created, you can assign employees to this department by updating their individual employee profiles.
• Review Organization: Use the Hierarchy view to see a visual map of how departments are nested or use the List view to manage bulk data like exporting records to Excel or CSV.