Managing Departments

Manage your list of defined departments using the department manager.

• Department names must be unique.
• Employees can have multiple department assignments.
• In order to manage departments, you must be granted access to do so.
• You may be presented with a list of employees when deleting a department. Said list will include all employee records that will be affected by the action.

Creating a new department

1. Navigate to the 'Admin' area using the system menu.
2. Expand the 'Workforce' section and find the item with the header 'Departments'.
3. Click/press the button 'Manage'.
4. Once the dialog/window has opened, click/press the 'New' button.
5. Enter the unique name of the department.
6. Click/Press the 'Save' button.

Updating an existing department

1. Navigate to the 'Admin' area using the system menu.
2. Expand the 'Workforce' section and find the item with the header 'Departments'.
3. Click/press the button 'Manage'.
4. Once the dialog/window has opened, find the record you want to change and click/press the 'Edit' button.
5. Make the required changes.
6. Click/Press the 'Save' button.

Deleting a department

1. Navigate to the 'Admin' area using the system menu.
2. Expand the 'Workforce' section and find the item with the header 'Departments'.
3. Click/press the button 'Manage'.
4. Once the dialog/window has opened, find the record you want to change and either:
   • Click/press the 'Down' arrow next the 'Edit' button and select 'Delete'.
   • Click/press the 'Edit' button and click/press the 'Delete' button once the record has loaded.
5. When prompted, click/press the 'Delete' button on the confirmation dialog.
6. If there are any employees assigned to the department then you will be presented with an impacts dialog.
   Once you've reviewed the list of impacts, click/press 'Continue'.