Departments

This article reviews the 'Departments' page for payroll. Here, users can assign employees to departments for reporting purposes.

Navigation

Overview

1. Add Group - Click to add a new Department

2. Name - Name of the Department

3. Approvers - Number of approvers for Time Off in the Department

4. People - Number of Employees in the Department

5. Department Menu - Contains the following options:

   • Edit - Opens the Department details

   • Delete- Deletes the Department

     This action cannot be undone

Department Details

Settings

Group Name - Name of the Department. 

Any changes to this field are automatically saved. 

Approvers

1. Add Approver - Click to display the search field for adding a new approver

2. Search - Enter 3 or more characters to search for a new approver

   This field is only displayed after 'Add Approver' is clicked

3. Close Search - Click to close the search field

4. Approver Name - Name of the approver

5. Hours - When checked, approver can approve hours for the Employees in the Department

6. Time Off - When checked, approver can approve Time Off for the Employees in the Department

7. Delete - Click the trashcan icon to remove the approver

Employees

1. Add Employee - Click to display the search field for adding a new Employee

2. Search - Enter 3 or more characters to search for a new Employee

   This field is only displayed after 'Add Employee' is clicked

3. Close Search - Click to close the search field

4. Employee Name - Name of the Employee

5. Title - Employee's Primary Job

6. Location - Location of Employee's Primary Job

7. Delete - Click the trashcan icon to remove the Employee from the Department

Employees can only be assigned to one Department. When assigned to a new Department, the Employee will be removed from any Department that they are already assigned to.