How to Create/Edit/Delete/Export Departments

Michael

Last Update 9 месяцев назад

  1. Go to Settings in the Side menu

  2. Click Miscellaneous Lists

  3. Go to Employee Settings tab

  4. Go to Departments Tab


To Create Departments:

  • Click on Create and fill in the fields

  • You can check the “Set as Default” so it becomes the Default Department

  • Then click Save


To Edit Departments:

  • Click on any of the Department on the list

  • Edit the name

  • You can check the “Set as Default” so it becomes the Default Department

  • Click Save


To Delete Departments:

  • Right click on any of the Department on the list

  • Set to Inactive or Delete

    • Set to Inactive will remove the Department options from the dropdown list in your company but won’t be deleted from the list.

    • Delete will completely remove the Department.


To Search

  • You can search Departments by using the:

    • Search box

    • Filter by Inactive, Active, or All

    • By Department


You can also export Departments by clicking Export and clicking the checkbox on Department.

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