Creating Departments & Positions
Kristin Payne avatar
Written by Kristin Payne
Updated over a week ago

Once you have created and organized your statuses you will work on creating departments and positions. Departments and positions can be as broad or specific as you would like.

Step 1: Departments

Departments will be a single-select option when creating a job. You will need to decide whether you want actual firm departments here or practice groups, or both, that's completely up to you.

Click Settings on the left panel of your account.

In the Job Settings section Click Departments and Positions

You will see a bucket for Departments and one for Positions.

Click the + icon in the Departments bucket to enter a department name

Repeat this process until you have created all of your departments. Remember you can have the departments actually be firm department names or you can enter in practice areas if that makes the most sense for you.

Department Setup Example:

Step 2: Positions

Positions will be a single-select option when creating a job. You can make positions more general such as Summer Associate or more specific like Summer Associate (1L).

Click the + icon in the positions bucket to enter a position name

Repeat this process until you have created all of your departments.

Positions Setup Example:

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