Difference between revisions of "Departments & Roles"
From Wageloch Wiki
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== | ==Why use Departments?== | ||
* Colour coded rosters to ensure the correct staff and coverage | * Colour coded rosters to ensure the correct staff and coverage | ||
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* Effective job costing | * Effective job costing | ||
==Enabling Departments== | ===Enabling Departments=== | ||
* Click on Settings and select General from the menu | * Click on Settings and select General from the menu | ||
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* Click on Settings and Select Departments from the menu. | * Click on Settings and Select Departments from the menu. | ||
==Creating and Assigning Staff to Departments== | ===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) | 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) | ||
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Your rosters and timesheets will now be colour coded! | Your rosters and timesheets will now be colour coded! | ||
== | ==Why use Roles?== | ||
===How to Create and Use Roles=== | ===How to Create and Use Roles=== | ||
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==Department and Role Linking== | ==Department and Role Linking== | ||
==Using Departments for Payroll Costing Journals== | ==Using Departments or Roles for Payroll Costing Journals== | ||
Revision as of 07:09, 19 August 2022
Why use Departments?
- Colour coded rosters to ensure the correct staff and coverage
- Better shift allocation
- More effective forecasting
- Ability to run reports and filter by specific departments
- Effective job costing
Enabling Departments
- Click on Settings and select General from the menu
- Enable the Use Departments function.
- Done to save.
- Click on Settings and Select Departments from the menu.
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 Create
- 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.
- 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.
Your rosters and timesheets will now be colour coded!
