When to Use This
You need to create a new department for a different type of worker
You want to add a new position to your company structure
You need to understand how departments and positions work
You're setting up Sequifi for the first time
Your company is adding new roles that need to be configured
Who Can Manage Departments & Positions
Managing departments and positions requires admin-level access. This is typically handled during initial setup and when organizational structures change.
Understanding Departments vs. Positions
Departments are broad categories that group similar types of workers:
Sales (typically 1099 independent contractors)
Management (typically corporate roles or W-2 employees)
Other custom departments your company creates
Positions are specific roles within departments:
Sales Rep
Setter
Closer
Sales Manager
Regional Manager
Account Manager
Think of departments as the top level of organization, with positions nested underneath.
Step-by-Step Walkthrough
Accessing Departments & Positions
Make sure you're in admin view. Click "Switch to Admin" in the upper right corner if needed.
Click on "Settings" in the left-hand menu.
Look for the setup tabs along the top.
Find and click "Departments and Positions." This is typically on the far right of the setup tabs.
Viewing Existing Departments
Review the list of departments. You'll see all departments currently configured, such as:
Management
Sales
Any custom departments
See the count of people in each department. The number shows how many users are assigned to each department.
Click on a department to see details. This shows which users are in that department and their positions.
Creating a New Department
Click "Create" or "Add Department."
Select the parent department (if applicable). If this new department should be nested under an existing department, select it. Otherwise, leave blank for a top-level department.
Enter the department name. Choose something clear and descriptive, such as:
"Insurance Sales"
"Customer Service"
"Recruiting"
Click "Create."
Verify the department appears in your list. You should see it in the department structure.
Understanding Department Hierarchy
Departments can be nested to create hierarchy:
Example structure:
Management (parent)
Assistant Management (child)
Corporate (child)
Sales (parent)
Residential Sales (child)
Commercial Sales (child)
To view the hierarchy:
Look for dropdown arrows next to departments.
Click to expand and see child departments.
Understand that users in child departments are also part of the parent.
Editing a Department
Find the department you want to edit.
Click on the department or look for an edit option.
Make your changes:
Update the department name
Change the parent department
Modify other settings
Click "Save."
Deleting a Department
Be careful when deleting departments. You cannot delete a department that has users assigned to it.
Find the department you want to delete.
Verify no users are assigned to it. Move any users to a different department first.
Click the delete option. This may be a trash icon or "Delete" button.
Confirm the deletion.
Viewing Positions Within a Department
Click on a department to expand it.
View the positions listed under that department. Each position shows:
Position name
Number of users in that position
Click on a position to see users. View who holds that position in your organization.
Creating a New Position
Navigate to the Departments and Positions section.
Find where to add positions. This may be within a department or a separate positions area.
Click "Add Position" or "Create."
Select the department this position belongs to. Choose Sales, Management, or another department.
Enter the position name. Use clear, descriptive names:
"Senior Sales Rep"
"Team Lead"
"Regional Manager"
"Setter"
"Closer"
Configure position settings (if available). Depending on your setup, you may configure:
Default commission structures
Override eligibility
Access permissions
Reporting relationships
Click "Create" or "Save."
Verify the position appears in the correct department.
Editing a Position
Find the position you want to edit.
Click on the position or select an edit option.
Make your changes:
Update the position name
Change the department assignment
Modify settings
Click "Save."
Note: Changing a position name or settings may affect users currently in that position.
Deleting a Position
Find the position you want to delete.
Verify no users are assigned to it. Move users to a different position first.
Click the delete option.
Confirm the deletion.
How Departments & Positions Affect Sequifi
Commission Structures
Positions often have default commission structures
When hiring, the position determines initial commission rates
Different positions can have different pay structures
Override Eligibility
Management positions typically earn overrides
Sales positions may or may not earn overrides
Position determines what types of overrides are available
System Access
Positions may determine what features users can access
Management positions often have more access than sales positions
Admin access is typically separate from position
Reporting
Reports can be filtered by department or position
Payroll reports show breakdowns by position
Performance metrics can be segmented by position
Hiring
When hiring, you select a department and position
The position determines default commission structures
Hiring workflow options may vary by department
Tips and Common Mistakes
Plan your structure before creating. Think through what departments and positions you need before setting them up.
Use clear, consistent naming. Names should be obvious to anyone in the organization.
Don't create too many positions. Keep it simple. Only create positions that have meaningfully different responsibilities or pay structures.
Consider hierarchy carefully. How departments and positions nest affects reporting and override structures.
Test with one user first. When creating a new position, test it with one hire before using it broadly.
Document your structure. Keep notes on what each department and position is for and when to use each.
Don't delete positions in use. Move users to new positions before deleting old ones.
Review periodically. As your company grows, your structure may need updates.
Common Questions
What's the difference between Sales and Management departments? Sales is typically for 1099 independent contractors who earn commissions. Management is typically for corporate roles, often W-2 employees, who may have different pay structures and responsibilities.
Can a user be in multiple positions? No, each user has one position at a time. If someone changes roles, you update their position through their employment package.
What happens if I change a position name? The new name applies to everyone in that position. Their role doesn't change, just the label.
Can I have positions without departments? No, every position must belong to a department. Create the department first, then add positions to it.
How do positions affect permissions? Positions can have associated permission levels, but specific feature access is often controlled separately through user roles (rep, manager, admin).
Can I move a position to a different department? Yes, you can edit the position and change its department assignment. This affects all users in that position.
What to Do Next
Now that you understand departments and positions, explore these related topics:
Setting Up Locations – Configure office locations
How to Hire a Lead – Use positions when hiring
Managing Employment Packages – Change a rep's position
Updating Organization Structure – Modify reporting relationships
If you have questions about setting up departments and positions or need help with your organizational structure, reach out to our support team and we'll be happy to assist!