Departments & Roles - Revision history

Cienna: /* Enabling Departments */

2025-08-25T05:50:06Z

Enabling Departments

← Older revision		Revision as of 05:50, 25 August 2025
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	* Useful for running reports based on departments for specific wage costings.<Br>		* Useful for running reports based on departments for specific wage costings.<Br>

	==Enabling Departments==		==Enabling, Creating and Assigning Departments==

	* Click on Settings in the top right corner and select ~~General~~ from the menu		* Click on Settings in the top right corner and select Departments from the menu
	* Enable ~~the Use Departments function.~~		* Enable <b>Use Departments</b>
	* Done to save.
	<br>
	~~[[File:2.0 Click on Settings and General-2.png\|325px]] [[File:2.0 Click on~~ Use Departments~~.png\|350px]]~~

	~~----~~

	~~===Creating and Assigning Staff to Departments===~~

	Once you've enabled departments, you can now create them! You're able to make as many as you want, and we can also enable the ability to use them with job codes, tracking categories or classes (speak to Helpdesk for further assistance)

	* Click on Settings in the top right corner and Select Departments from the menu.<Br>
	* Click Create		* Click Create
	<br>		<br>

Cienna at 02:34, 17 February 2023

2023-02-17T02:34:27Z

← Older revision		Revision as of 02:34, 17 February 2023
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	[[File:5.0 Click Settings and Roles.png\|275px]] [[File:8.0 Click Pencil Icon Role.png\|300px]] [[File:8.0 Enter code and Done (Role).png\|700px]]		[[File:5.0 Click Settings and Roles.png\|275px]] [[File:8.0 Click Pencil Icon Role.png\|300px]] [[File:8.0 Enter code and Done (Role).png\|700px]]
	<br>		<br>

			<br>
			<br>
			<br>
			<b>[[Main Page \| < Back]]</b>

Cienna: /* Department and Role Linking */

2023-02-07T06:48:42Z

Department and Role Linking

← Older revision		Revision as of 06:48, 7 February 2023
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	<br>		<br>
	After we have created our departments and roles, we now want to link our roles to their respective departments.		After we have created our departments and roles, we now want to link our roles to their respective departments.
			<br><br>
	* Click Settings and select Departments.		* Click Settings in the top right corner and select Departments from the menu.
	* Tick Allow linking departments and roles		* Tick Allow linking departments and roles
	* Click the Link button		* Click the Link button
			<br>
			[[File:8.0 Click Settings and Departments.png\|250px]] [[File:7.0 Click Allow Linking.png\|500px]]
			<br>
	* On the left you'll see your departments, on the right your roles.		* On the left you'll see your departments, on the right your roles.
	* Click Select on the department you want to assign roles to.		* Click Select on the department you want to assign roles to.
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	* Click Select next to the department again to finalize the assignment.		* Click Select next to the department again to finalize the assignment.
	<br>		<br>
	~~'''Example~~:~~'''~~		[[File:7.0 Tick Boxes 2.png\|700px]] [[File:7.0 Tick Boxes 1.png\|335px]]
	<br>		<br>
	* Select BOH
	* Tick Chef, Line Cook, Kitchenhand.
	* Select BOH again; there should now be 3 linked roles.
	* Select FOH
	* Tick Host, Wait Staff, Bar, Cashier.
	* Select FOH again; there should now be 4 linked roles.
	* Click Done to save.
	* When you're back on the Departments screen, click Done to save.

	==Using Departments or Roles for Payroll Costing Journals==		==Using Departments or Roles for Payroll Costing Journals==
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	* Pick to set them to either by Department or by Role.		* Pick to set them to either by Department or by Role.
	* Done to save.		* Done to save.
	<Br><br>		<br>
			[[File:8.0 Click Settings and Payroll Connections.png\|300px]] [[File:8.0 Pick by Department or Role.png\|300px]]
			<br>

			===Job Codes by Department===
	If you're linking departments to these codes:		If you're linking departments to these codes:

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	* Complete this for each department.		* Complete this for each department.
	* Once finished, click Done.		* Once finished, click Done.
	<br><Br>		<Br>
			[[File:8.0 Click Settings and Departments.png\|275px]] [[File:8.0 Click Pencil Icon Departments.png\|300px]] [[File:8.0 Enter code and Done (Departments).png\|700px]]
			<br>
			===Job Codes by Role===
	If you're linking roles to these codes:		If you're linking roles to these codes:

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	* Complete this for each role.		* Complete this for each role.
	* Once finished, click Done.		* Once finished, click Done.
			<br>
			[[File:5.0 Click Settings and Roles.png\|275px]] [[File:8.0 Click Pencil Icon Role.png\|300px]] [[File:8.0 Enter code and Done (Role).png\|700px]]
			<br>

Cienna: /* How to Create and Use Roles */

2023-02-07T06:33:05Z

How to Create and Use Roles

← Older revision		Revision as of 06:33, 7 February 2023
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	[[File:5.0 Click Create +.png\|335px]] [[File:5.0 Click Name and Colour.png\|300px]]		[[File:5.0 Click Create +.png\|335px]] [[File:5.0 Click Name and Colour.png\|300px]]
	<br>		<br>
	~~----~~
	==Difference between System Role and User Role==		==Difference between System Role and User Role==

Cienna: /* Creating and Assigning Staff to Departments */

2023-02-07T06:32:42Z

Creating and Assigning Staff to Departments

Cienna: /* Why use Roles? */

2023-02-07T06:31:16Z

Why use Roles?

← Older revision		Revision as of 06:31, 7 February 2023
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	* Assists with job costing reports and can be linked to payroll job codes/classes/tracking categories.		* Assists with job costing reports and can be linked to payroll job codes/classes/tracking categories.

	~~----~~
	==How to Create and Use Roles==		==How to Create and Use Roles==
	* Click Settings in the top right corner and select Roles from the menu.		* Click Settings in the top right corner and select Roles from the menu.

Cienna: /* Why use Roles? */

2023-02-07T06:31:06Z

Why use Roles?

← Older revision		Revision as of 06:31, 7 February 2023
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	[[File:3.0 Tick Multiple Areas.png\|700px]]		[[File:3.0 Tick Multiple Areas.png\|700px]]

	==Why use Roles?==		=Why use Roles?=
	Roles are not always needed, and can be used with or without Departments.		Roles are not always needed, and can be used with or without Departments.
	Utilizing roles within Wageloch can be extremely practical for a variety of purposes:<br>		Utilizing roles within Wageloch can be extremely practical for a variety of purposes:<br>
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	----		----
	===How to Create and Use Roles===		==How to Create and Use Roles==
	* Click Settings in the top right corner and select Roles from the menu.		* Click Settings in the top right corner and select Roles from the menu.
	<br>		<br>
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	<br>		<br>
	----		----
	===Difference between System Role and User Role===		==Difference between System Role and User Role==

	A '''System Role''' is created in the award Wageloch manually programs into the system for you, based on information you have provided to us. <Br>		A '''System Role''' is created in the award Wageloch manually programs into the system for you, based on information you have provided to us. <Br>

Cienna: /* Why use Departments? */

2023-02-07T06:30:44Z

Why use Departments?

← Older revision		Revision as of 06:30, 7 February 2023
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	==Why use Departments?==		=Why use Departments?=
	Departments are an optional tool in Wageloch that can assist with your rosters, timesheets and reports. We also have the ability to restrict certain administrative users in Wageloch to see specific departments; great for line managers to assist with rostering and timesheets.		Departments are an optional tool in Wageloch that can assist with your rosters, timesheets and reports. We also have the ability to restrict certain administrative users in Wageloch to see specific departments; great for line managers to assist with rostering and timesheets.

Cienna: /* Department and Role Linking */

2023-02-07T06:30:33Z

Department and Role Linking

← Older revision		Revision as of 06:30, 7 February 2023
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	User roles ''do not'' change how an employee is paid, but is rather a visual indicator in the roster or timesheet for a specific job or role that is/was completed on the shift.		User roles ''do not'' change how an employee is paid, but is rather a visual indicator in the roster or timesheet for a specific job or role that is/was completed on the shift.

	==Department and Role Linking==		=Department and Role Linking=

	Department and Role linking is a fantastic tool to help keep your roles specific to their relative departments. This can be helpful if some departments have a range of roles/jobs they do, and you do not need these roles to be visible for other departments.		Department and Role linking is a fantastic tool to help keep your roles specific to their relative departments. This can be helpful if some departments have a range of roles/jobs they do, and you do not need these roles to be visible for other departments.

Cienna: /* Why use Roles? */

2023-02-07T06:30:15Z

Why use Roles?

← Older revision		Revision as of 06:30, 7 February 2023
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	==Why use Roles?==		==Why use Roles?==
	Roles are not always needed, and can be used with/without Departments.		Roles are not always needed, and can be used with or without Departments.
	Utilizing roles ~~withing~~ Wageloch can be extremely practical for a variety of purposes:<br>		Utilizing roles within Wageloch can be extremely practical for a variety of purposes:<br>

	* Ability to forecast what job or role someone is completing on a day within the roster.		* Ability to forecast what job or role someone is completing on a day within the roster.
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	----		----
	===How to Create and Use Roles===		===How to Create and Use Roles===
	* Click Settings and select Roles from the menu		* Click Settings in the top right corner and select Roles from the menu.
			<br>
			[[File:5.0 Click Settings and Roles.png\|300px]]
			<br>
	* Click Create		* Click Create
	* Give the role a name and assign a ~~color~~		* Give the role a name and assign a colour
	* Done to create		* Done to create
	* Repeat for however many roles you require.		* Repeat for however many roles you require.
			<br>
			[[File:5.0 Click Create +.png\|335px]] [[File:5.0 Click Name and Colour.png\|300px]]
			<br>
	----		----
	===Difference between System Role and User Role===		===Difference between System Role and User Role===

	A '''~~system role~~''' is created in the award Wageloch manually programs into the system for you, based on information you have provided to us. <Br>		A '''System Role''' is created in the award Wageloch manually programs into the system for you, based on information you have provided to us. <Br>
	When assigned to a shift, a '''~~system role~~''' will change how an employee is paid. This could be a leave type (Annual, Personal, LWOP, etc.) or an alternative role that attracts a different rate of pay (Higher Duties, Supervisor, etc.).		When assigned to a shift, a '''System Role''' will change how an employee is paid. This could be a leave type (Annual, Personal, LWOP, etc.) or an alternative role that attracts a different rate of pay (Higher Duties, Supervisor, etc.).
	<br><br>		<br><br>
	A '''~~user role~~''' can be created by you, or anyone within your company who has access to Wageloch for rostering. <br>		A '''User Role''' can be created by you, or anyone within your company who has access to Wageloch for rostering. <br>
	User roles ''do not'' change how an employee is paid, but is rather a visual indicator in the roster or timesheet for a specific job or role that is/was completed on the shift.		User roles ''do not'' change how an employee is paid, but is rather a visual indicator in the roster or timesheet for a specific job or role that is/was completed on the shift.

← Older revision		Revision as of 06:32, 7 February 2023
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	* Click on Settings in the top right corner and Select Departments from the menu.<Br>		* Click on Settings in the top right corner and Select Departments from the menu.<Br>
	* Click Create<br>		* Click Create
			<br>
	[[File:8.0 Click Settings and Departments.png\|300px]] [[File:3.0 Click on Create +.png\|380px]]		[[File:8.0 Click Settings and Departments.png\|300px]] [[File:3.0 Click on Create +.png\|380px]]
			<br>
	* Give the department a name and assign it a colour; this will appear in the rosters and timesheets.		* Give the department a name and assign it a colour; this will appear in the rosters and timesheets.
	* Continue to create as many departments as required.<Br>		* Continue to create as many departments as required.<Br>
			<Br>
	[[File:3.0 Click on Name and Colour.png\|350px]]		[[File:3.0 Click on Name and Colour.png\|350px]]
			<Br>
	<br>
	* Once your departments are created, you can now assign staff.		* Once your departments are created, you can now assign staff.
	* There should be a list of staff and a series of tick boxes for the departments you've created.		* There should be a list of staff and a series of tick boxes for the departments you've created.
	* Tick your employees into their respective departments; if they can work across multiple, tick them!		* Tick your employees into their respective departments; if they can work across multiple, tick them!
	* Once complete, click Done to save.		* Once complete, click Done to save.
	Your rosters and timesheets will now be colour coded!<br>		<br>
			Your rosters and timesheets will now be colour coded!
	[[File:3.0 Tick Multiple Areas.png\|700px]]		<br><bR>[[File:3.0 Tick Multiple Areas.png\|700px]]

	=Why use Roles?=		=Why use Roles?=