How should I set up our organization?
When setting up your organization in Woba Suite, you can create departments manually or work with multiple departments at once using import and export.
If your organization consists of several departments, we recommend using Excel import, as it makes it easier to build the organizational structure as a whole instead of creating each department individually.
Start with your department structure
Before adding employees, we recommend that you first create the department structure that employees will be assigned to.
Go to:
Organization and Employees
Organization
Departments
Here, you can view the existing departments and choose to create, import, or export departments.
Import departments via Excel
If you need to create multiple departments, we recommend using Import Departments.
Here, you can download Woba’s Excel template and use it to create your department structure.
Once the Excel file has been completed:
Go back to Departments
Click Import Departments
Upload the completed Excel file
Review the import
Import the departments into Woba
This allows you to create multiple departments at once instead of creating them one by one.
💡 Tip: Always download the Excel template directly from Woba to ensure that you are working with the correct structure and the fields expected for the import.
Export your existing departments
If your organization is already set up in Woba, you can use Export Departments to download the existing department structure to Excel.
This can be useful if you need to review or continue working with your organization’s existing data.
Click Export Departments, choose a name for the file, and export your departments.
When should I create a department manually?
You can also select Add Department if you only need to create a single department.
Here, you can specify the department name and its position in the organizational structure, as well as add relevant information.
For larger setups, however, we recommend using Excel import so that multiple departments can be created at once.
💡 Best practice: Create your department structure first and then add your employees. This makes it easier to assign employees correctly from the start and build an organizational structure in Woba that reflects your actual organization.