Departments, locations, grades and job roles

Departments, locations, grades and job roles describe how your organisation is arranged. Each employee record points to them, and reports, approvals and performance use them. Set them up before you add your people.

Who can add, change and archive these: Owner, HR admin.

Payroll admins and payroll approvers can see them but can’t change them. You’ll find all four under Structure in the Settings menu.

Departments

Departments group people for reporting and approvals. A department can sit inside another one.

Go to Settings › Departments and select New department.
Enter a Name, and a Code if you use one.
Choose a Parent department, or leave it empty for a top-level department.
Select Save.

Locations

Locations are the worksites where people are based.

Go to Settings › Locations and select New location.
Enter a Name, and the Address and City if you want them. As you type the address, Cadre suggests matching addresses; choose one to fill in the address, city and state, or ignore the suggestions and type it all yourself. Cadre keeps the address as text only: it does not record the office’s position on a map.
Choose the State. It is required.
Select Save.

If people clock in and out at a location, set up where it is on a map and how clock-ins are checked in Time. See Work locations.

Grades

Grades are your pay grades, ordered by rank. Rank 1 is the most junior.

Go to Settings › Grades and select New grade.
Enter a Name and its Rank.
Select Save.

Job roles

Job roles are the roles people are engaged in. You can group them into families, and give each one its own career levels.

Go to Settings › Job roles and select New job role.
Enter a Name. Add a Family (for example Finance) and a Description if you want them.
Select Save.
To add career levels, select Add level on the role’s row. Enter a Level name (for example Senior) and its Rank, where 1 is the most junior level in this role. Select Add level.

Job roles also carry the competencies expected at each level. See Competencies and skills.

Change or archive an entry

Select Edit on a row to change it, or Archive to retire it.

There is no delete. Archiving retires an entry without removing it. Archived entries are hidden until you turn on Show archived.