CLIENT ACCOUNT TASKS
Assign Employee to Department
Add an Employee to a Department
Adding departments to your configuration will allow additional detail to be gathered for accounting and reporting purposes.
 
Step 1. Attaching one or more departments to an employee is accomplished in the employee's personal setup file. To access the file, click on the Employee Setup link from the Main Menu.
  		      

Employee Setup
Main Menu Navigation: Select Employee Setup
   

 

Step 2. From the setup screen you may operate in one of two ways: work with an individual employee by clicking on the desired name or work with multiple employees simultaneously by checking each individual's corresponding check-box along with the Work With Selected Employees button provided below the table.


Employee Setup: Select Employee to Edit screen
 

Step 3. An employee's personal setup file offers a standard Home Department, or if multiple departments are being applied, Home 1, 2 and 3 are additional departments (see illustration 1.3). Each department can be connected respectively to a separate pay rate (see the Multiple Pay Rates  page for details).


 Employee Setup: Edit Employee screen

Add the department name and click Submit, then click OK to confirm changes (Changes cannot be undone). Return to the employee list on the Employee Setup page. To Show or Hide the Department column go to the Choose Field dropdown and select Home Department. Next go to the Choose Action dropdown. Use the Choose Action dropdown to organize the order in which your columns appear.


Employee Setup: Employee Setup screen

 
Employee Setup: Employee Setup screen
 
 
  
 Additional Help
Assigning a department to an employee will include wanted employees in specially filtered reports ran by specific department, location, etc.