Difference between revisions of "Departments & Roles"
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===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) | |||
* 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. | |||
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* 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! | |||
==Benefits of Using Roles== | ==Benefits of Using Roles== | ||
Revision as of 03:08, 19 August 2022
Benefits of Using Departments
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!
