Employee Setup > Department Setup

You access the Department Setup from the Accounting menu > Employee Setup > Department Setup shown in Figure 1 below.

Figure 1

The Department Setup screen (see below) is where you can Add, Edit and Delete your departments.  You can also Filter the data by the various columns.

Figure 2

Sort Departments

** The currently selected heading to sort by will have the sort by icon next to it 

1. Click any of the headings (see Orange box in Figure 2) to change the table to be sorted by that column.
2. Click the same heading again to change the sort by function to be descending instead of the default ascending.

Add Departments

Figure 3

1. Click the "Add New Record" button from the main Department Setup screen (see the Green box in Figure 2) to open the Department Add popup screen (see Figure 3).
2. Enter a Department code.
3. Enter a short Department name.
4. Enter a full Department name.
5. Select if the Department is "field department".
6. Select if the Department is active or in-active.
7. Click the "Update" button to add the new Department.

Edit Department

Figure 4

To edit a Department, click on the Edit icon in the department list (see the yellow button in figure 2)

Delete Department

** You can only delete departments that are not currently assigned to a department labor task, employee, or time record.

• Click the "Delete" button in the corresponding row of the Department you wish to remove (see Red box in Figure 2).
• Click "OK" in the dialogue box that appears to confirm you wish to delete the record