Difference between revisions of "Departments"

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(Created page with "=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 adm...")
 
 
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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, Assigning Departments=


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


[[File:3.0 Click on Create +.png|380px]] 


=Creating and Assigning Staff to Departments=
* Use the <b>Create</b> button to add your departments; give them a name and a color.
* Click Done to create the department.
* Repeat this as many times as you wish.


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)
[[File:3.0 Click on Name and Colour.png|350px]]


* Click on Settings in the top right corner and Select Departments from the menu.<Br>
* Once you've created all the departments you need, you'll see tick boxes next to your staff list.
* Click Create
* Tick as many as you like for each employee; this will allow you to reassign staff between departments.
<br>
* Done to save.
[[File:8.0 Click Settings and Departments.png|300px]] [[File:3.0 Click on Create +.png|380px]]
<br><br>
<br>
[[File:3.0 Tick Multiple Areas.png|700px]]
* Give the department a name and assign it a colour; this will appear in the rosters and timesheets.
<br><br>
* Continue to create as many departments as required.<Br>
<Br>
[[File:3.0 Click on Name and Colour.png|350px]]
<Br>
* 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.
* Tick your employees into their respective departments; if they can work across multiple, tick them!
* Once complete, click Done to save.
<br>
Your rosters and timesheets will now be colour coded!
<br><bR>[[File:3.0 Tick Multiple Areas.png|700px]]

Latest revision as of 23:54, 3 March 2024

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.

There are a lot of different reasons why departments can be useful for you:

  • Able to ensure correct staff count and shift coverage.
  • Better shift allocation for effective roster forecasting
  • Staff will know where in the company they'll be working each shift.
  • Ability to run reports and filter by specific departments
  • Useful for running reports based on departments for specific wage costings.

Enabling, Creating, Assigning Departments

  • Click on Settings in the top right corner
  • Select Departments from the menu
  • Enable the Use Departments function.

3.0 Click on Create +.png

  • Use the Create button to add your departments; give them a name and a color.
  • Click Done to create the department.
  • Repeat this as many times as you wish.

3.0 Click on Name and Colour.png

  • Once you've created all the departments you need, you'll see tick boxes next to your staff list.
  • Tick as many as you like for each employee; this will allow you to reassign staff between departments.
  • Done to save.



3.0 Tick Multiple Areas.png