Employees - Department Types
PhreeBooks allows departments to be grouped by department types. 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 Type
- Select Employees->Department Types.
- Press the New icon.
- Enter the name of the department type and press Save.
Editing a Department Type
- Select Employees->Department Types.
- Press the Edit icon next to the department type to edit. A popup window will appear with the department type listed.
- Make any necessary changes and press Save. the popup will close and the changes will be saved.
Deleting a Department Type
- Select Employees->Department Types.
- Press the Delete icon next to the department type to delete. A confirmation window will appear to confirm the request.
- Press OK to confirm the deletion and the department type will be removed from the database.
Assigning an Department to a Department Type
- Select Employees->Departments.
- Press the edit icon next to the department to assign. A popup window will appear with the department information.
- Select the department type to assign this department and press the Save icon. The department type will be assigned to the department and saved in the database.
Related Topics
Adding a Department
Editing a Department
Deleting a Department