EC - Creating Departments

EC - Creating Departments

This feature allows adding employees to a department. Please note, all employees need to be assigned to a department.  

A company usually has different departments, such as Sales, Accounting, Support, etc.  It's useful when generating reports for employees, as you can sort and filter them out by specific departments.  A manager will be able to pull specific reports for that department, and view employees based on filtering by departments.

To add a new department:

  • Click on Settings, then click on Departments tab.
  • Click on Create Department located on the top right.
  • Enter the Department Code. It could only digits or letter or a combination of both.
  • Enter the Department Name.
  • Click Create and the new department name will display on the list.
      
Assigning Employees to departments (Only is you have already created user/employee)

How to assign an employee to a department:

  1. Click on Users.
  2. Click on any Employee from the list.
  3. Select the Department from the drop down. (See picture below)
  4. Click Save.


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