Departments

The Departments screen allows you to add departments within an organization. These departments help you organize your employees by assigning them to their designated departments. 

 

View Departments

Add Department

Edit Department

Delete Departments

Export

Filter

Note: You should have department permissions to allow access, add, edit, and delete. Refer to permission for more details. 

 

View Departments

Click Departments below Setup.

The department screen has the following functionalities:

• New and Delete button - Allows you to add and delete departments.
• Edit - The department code is a hyperlink that will navigate to the View/Edit Department screen.
• Export - You can also export the list of departments.
• Filter/ Sorting Applied - It displays the filter text and the column where sorting is applied.

 

Add Department

1. Click Departments below Setup.
2. Click New.

3. Add the following details on the New Department screen:  

• Enter the department code or name (required).
• Enter a brief description (optional).  

4. Click Save. To cancel the changes, click Cancel.

• Save and add another - if you want to add more departments, check this checkbox before saving. The New Payroll screen appears on saving.

• A success message appears on saving.

 

Edit Department

1. Click on the department name/ code.

The screen navigates to the View/Edit Department screen.

2. Edit or update the required fields.

3. Click on Save. To cancel the changes, click Cancel.

A success message appears on saving.

 

Delete Departments

1. Select the department by checking the checkbox.
2. Click on Delete.
3. Click on the Delete button again on the confirmation message.  

Note: You cannot delete a department if it is associated with an employee.

A success message appears on deleting.

 

Export

Click on the Export button to download the list of departments.

 

Filter

Each column on the view screen has a sorting and a search option. You will see a search text box in each column where you can type and search. In some cases, the column will only have a sorting option. The search box in each column in an application provides users with a more precise and granular way of filtering data, making it easier to navigate and find the information they need. Enter the text/value that you want to search. You can also enter multiple search terms across different columns. The application will apply all search criteria to filter the data, showing the rows (on the top) that match all the selected criteria.

This approach enables you to filter data based on multiple criteria simultaneously, making it easier to find the specific information you are looking for.

• You can use the filter funnel icon to select - Starts with, Is equal to, Is not equal to, Contains, Does not contain, and Ends with.

• Filter/Sorting Applied - This feature is an indicator in the application to show you that sorting or a filter/set of filters has been applied to a list. This indicator can help users keep track of the filters that are currently in use and understand which items are being displayed because of those filters.