Introduction
You can create different departments for your company using the Department page. The departments created using the Department page will appear as dropdown items in the Department field in the Employee page (Admin > HR > Employees or HR > Employees). The Department page can be accessed through one of the above paths mentioned. If you do not have access to the Admin section, you can still go to HR > Departments page and create a department.
Searching for Departments
You can search for departments using the name of the department. By default, the Departments page lists all departments that are created. After your search, you can click Clear Search to go back to the default view.
Creating a Department
Go to Admin > HR > Department or HR > Department (depending on your access).
Click New. The New Departments page opens.
Name: Enter a name for the department.
Description: Enter a brief description for the department.
Manager: Select the manager from the dropdown. This manager is the one who will be responsible for this department.
Annual Budget: Enter the annual budget allotted for the department.
Cost Center: Enter the name of the cost center.
Click Save. You will find the saved department in the grid in the Departments page.
Editing a Department
Go to Admin > HR > Department or HR > Department. The Departments page opens.
In the grid, click the department that you want to edit. The particular department page opens.
Make changes to the relevant fields according to your choice.
Click Save.
Creating a Custom View
In addition to the System Default view that you see in the listing page, you can create custom views.
Go to the Column Chooser icon, which is next to the settings icon.
Select as many columns from the left and click the right arrow or just slide them to the right.
Click Save. The additional columns will now appear in the grid.
Click the settings icon and then click Save As. Provide a name for your custom view.
Public: Click Yes or No according to your choice. If you select Yes, the view will be made public.
Default: Click Yes or No according to your choice. If you select Yes, the view will be made the default view.
Click Save.
Sharing a View
You can share your custom view with others. Once you create a custom view, other options will appear as dropdown in the settings icon.
Select the view from the view dropdown.
Click Share. The Share View window opens. You will see two tabs - Queues and Employees. The Queues tab is open by default. You can use one of the tabs or both the tabs.
Queue: Select a queue from the dropdown and click Add. The queue is added to the list below.
Click to select the relevant checkboxes.
Click Save.
If you wish to share the view with certain employees, go to the Employee tab.
Employee: Enter the first few letters of the employee. The employee name appears.
Click Add. The employee name is added to the list below.
Click to select the relevant checkboxes.
Click Save.
Editing a View
You can edit any of the custom views that you have created.
Select your custom view from the dropdown next to the settings icon.
Click the settings icon and its dropdown will appear. (See the image under Sharing a View section.)
Click Edit.
Make changes.
Click Save. The view is saved with the changes.
Deleting a View
You can delete any of the custom views that you have created.
Select your custom view from the dropdown next to the settings icon.
Click the settings icon and its dropdown will appear. (See the image under Sharing a View section.)
Click Delete.
Exporting the Grid
You can export the grid (to an Excel file) that you see in the Departments page. The grid shows the different departments that you have created. (You can see an image of the grid towards the end under the section Creating a Department above.)
Click the Export button which you will find near the Search buttons.
Click Current Page or All Pages depending on your choice. You will see a downloaded Excel file at the bottom left corner of your browser. This file contains columnized data from the grid.