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Department Setup

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Department Setup

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Department Setup

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Departments are used to define areas in which employees are designated to work in.

 

To access:

 

Select the Config menu.

Select the Setup menu.

 

HTML5 - Navigate Config Setup

 

Select Departments.

 

HTML5 - Navigate Department

 

 

DMH - Department main screen

 

 

 

 

Left Side Section

 

Create a department:

 

Click on the Plus icon.

A new line will appear at the bottom of the grid.

Enter the 6 character code.

Enter a description.

Populate the remaining fields as required. See descriptions below.

Click Save.

 

 

Earning Code - This field is used in conjunction with certain payroll interfaces.

 

OT  Warning - This field is used in conjunction with the Schedule Module and is used to warn the user when overtime is being scheduled.

If you would like the system to prompt you when overtime is being scheduled select the check box.

 

Supervisor – This field allows you to assign a specific supervisor to the department. However, you must create your supervisor list before you can assign them to this field.

 

UDF - Populate this field with the department description to be used on the We Check Report.

 

 

 

Select options

 

Allows the department to have Classes, Day Codes, and Attendance Codes associated to it. You may assign these elements to multiple departments.

The settings on this screen are linked to the user’s access rights. For example, if you have been granted access to Department 110, you may also have access to all the classes that have been associated with department 110.

 

list of Classes that can be used in the department when creating the schedule.

 

To assign elements:

 

Click in the circle beside the element you would like to associate with the department.

 

Click on the drop-down arrow.

From the drop-down list make your selections.

If the department should have access to ALL options on the drop-down list, you can click on check mark to select ALL.

Click on Save.

 

Repeat to add all the elements to be associated with the department.

DMH - Select right side

 

 

Class - Add the Class(s) to the department. This will make it easier for scheduling as it ensures that you only see the

If you add new classes to the Labour Setup menu you MUST remember to add them to the departments, otherwise users will not have access to see any employees in the new classes.

Day Code -Setup is for viewing purposes on the Scheduling screen.

Add the Day Codes to the department. This will make it easier for scheduling as it ensures that you only see the list of Day Codes that can be used in the department when creating the schedule.

If you create new Day Codes remember to come into this screen and add them to the departments if applicable.

 

Attendance Code - Define which Attendance Codes can be used by the department, and can be associated with one or more departments.

Add the Attendance Codes to the department if required. This will make it easier for scheduling as it ensures that you only see the list of Attendance Codes that can be used in the Department when creating the schedule.

If you create new Attendance Codes remember to add them to the applicable departments.

 

General Ledger - Assign a General Ledger code to be used with payroll.

 

 

 

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