Employees - Departments

PhreeBooks allows employees to be grouped by departments. Departments are organized in a hierarchical manner. Departments are used for reporting and to help set roles and identify your companies structure.

Adding a Department

  1. Select Employees->Departments.
  2. Press the New icon. A popup will appear to enter the information.
  3. Enter the Department ID. (short description of the department, department number, etc.)
  4. Enter a description of the department, formal name, etc.
  5. If this department is a subordinate to another department, Select the Yes button and choose the department from the drop down menu.
  6. Select the type of department this department is a part of.
  7. Enter the name of the department type and press Save.

Editing a Department

  1. Select Employees->Departments.
  2. Press the Edit icon next to the department you wish to edit. A popup will appear with the current information fill in.
  3. Make any necessary changes and press Save to update the database.

Deleting a Department

  1. Select Employees->Departments.
  2. Press the Delete icon next to the department you wish to delete. A popup will appear to confirm the deletion.
  3. Press OK to confirm the deletion and the department will be removed from the database.

Assigning an Employee to a Department

  1. Select Employees->Maintain Employees
  2. Press the Edit icon next to the employee you wish to assign to a department.
  3. On the employee maintain screen, select the department to assign to this employee.
  4. Press the Save icon to commit your changes and update the database.

Related Topics

Adding Employees
Editing Employees
Deleting Employees
Adding Department Types