🔄 How do I assign a department or location to an employee in Zest?
In Zest, every employee can be linked to a department and to a location within the SmartOrg. This article walks you through the two ways to set this assignment: from the department or location record, or from the employee's profile.
🔐 Prerequisites – Access rights
To perform this action, you must have one of the following roles:
- SuperAdmin
- Department Admin (departmentAdmin)
- Manager with edit rights on the relevant employees' profiles
ℹ️ Note: if you can access the Backoffice but cannot edit a record (department, location, or user), this means you do not have the required edit rights.
👉 If this is the case, contact your HR team or a Zest Super Administrator.
🚀 Method 1 – From the department or location record
Step 1 – Access the relevant department or location
- Log in to Zest.
- Click on your first name, top right of the screen, then select Backoffice.
- In the black side menu, click SmartOrg.
- Click the Department tab or the Location tab, depending on which element you want to edit.
- Find the department or location you want in the list.
[Screenshot to be added]
Step 2 – Edit members
- Click the ⋯ menu (3 dots) at the end of the row, next to the department or location.
- Click Edit members.
- Add or remove the relevant employees.
- Save your changes.
[Screenshot to be added]
⚠️ Warning: an employee can only belong to one department at a time. If you add an employee who already belonged to another department, they will automatically be moved to this new department.
🚀 Method 2 – From the employee's profile
Step 1 – Access the employee's profile
- In the Backoffice, click Users.
- Click on the employee you want to edit.
[Screenshot to be added]
Step 2 – Edit the employee's department and location
- On the employee's profile, click the Department / Location tab.
- Click Edit.
- Update the employee's department and/or location.
- Save your changes.
[Screenshot to be added]
ℹ️ Which method should you use?
| Situation | Recommended method |
|---|---|
| You want to add or remove several employees from the same department or location | Method 1 – from the department/location record |
| You want to update a single employee's department and/or location | Method 2 – from the employee's profile |