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
- Select Employees->Departments.
- Press the New icon. A popup will appear to enter the information.
- Enter the Department ID. (short description of the department, department number, etc.)
- Enter a description of the department, formal name, etc.
- If this department is a subordinate to another department, Select the Yes button and choose the department from the drop down menu.
- Select the type of department this department is a part of.
- Enter the name of the department type and press Save.
Editing a Department
- Select Employees->Departments.
- Press the Edit icon next to the department you wish to edit. A popup will appear with the current information fill in.
- Make any necessary changes and press Save to update the database.
Deleting a Department
- Select Employees->Departments.
- Press the Delete icon next to the department you wish to delete. A popup will appear to confirm the deletion.
- Press OK to confirm the deletion and the department will be removed from the database.
Assigning an Employee to a Department
- Select Employees->Maintain Employees
- Press the Edit icon next to the employee you wish to assign to a department.
- On the employee maintain screen, select the department to assign to this employee.
- Press the Save icon to commit your changes and update the database.
Related Topics
Adding Employees
Editing Employees
Deleting Employees
Adding Department Types