Departments

DEPARTMENTS

 

Departments divide both your employees and time blocks into stronger divisions than other categories, because managers can be locked out of departments they don't manage. You always must have at least one department in your account. Managers can be assigned by the administrator to manage specific departments Both employees and managers can be assigned to be a member of one main department.  Both employees and managers can be qualified to work in a number of departments. Managers can post the schedule for either one department at a time, or all of their departments together.

 

 

To setup departments, click on the Departments tab in the left-side menu

 

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The following screen is displayed:

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ADDING A NEW DEPARTMENT

 

To add a new department, click the add_16[1] to the left of Add new Department.

 

EDITING A DEPARTMENT

 

To edit a department, click the corel_draw_16[1] to the left of the department you wish to edit.

 

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Background Color: When the color scheme is changed to Color by Department, the background color specified will be the background color of the shift, if left blank, the background color will be the default color.

 

Foreground Color: When the color scheme is changed to Color by Department, the foreground color specified will be the text color of the shift, if left blank, the text color will be the default color.

 

 

Changing Department Managers: To add or remove department managers, click on the Managed Departments tab and click Add.

To remove Department Managers, click on one or more checkboxes next to an existing department managers name and click remove.

 

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Changing Employees Qualified for a Department: To add employees that are qualified for a department (but that department is not necessarily their main or 'home' department), click on the Qualified Users tab and click Add. Then move the employees you want to add to the right side and click OK. By clicking on the doubleright symbol you will move all users to the right and by clicking on the doubleleft you will move all users to the left. Qualifying a user for a department is more significant than qualifying an employee for any other category. Managers can only schedule those employees who are qualified for the departments that they manage. This means that if an employee is not linked (through his or her department qualification) to a given manager, that manager can not even see the employee to schedule.

 

To remove employees qualified for a department, click on one or more checkboxes next to an existing employee in that department and click remove.

 

Qualifying an employee for a category item can be used in conjunction with the qualification rule, to ensure that employees are only scheduled where they are qualified. You can enter a rank which can be used in conjunction with  the rank rule, to prefer employees who are better suited for certain tasks, departments, areas, etc. when using auto-scheduling features. Qualifications and ranks have no effect unless the corresponding rule has been added in the Rules section.

 

You can also add a pay rate to these employees to change their hourly wage when working in this department. This feature will only work if payroll is selected for that category item.

 

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REMOVING A DEPARTMENT

 

To remove a department, click the remove_16[2] to the left of the department you wish to remove.

 

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