Departments & Roles

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!