Setting up Departments

To do this, go to Process ICON no. 1:

or Employees > Add/Amend Employees:

Within an employee record, select the 'Departments' tab:

Adding a New Department 

• Click Add New Department
  
  
• Enter the desired Department Name
  
  
• Click OK

Editing a Department Name

• Highlight the Department Name
  
  
• Click Edit Department Name
  
  
• Amend the Department Name accordingly
  
  
• Click OK to save the changes

Deleting an Unused Department

• Highlight the Department Name
  
  
• Click Delete Unused Department
  
  
• Click OK

Assigning a Department to each Employee

• Go to Employees > Add/Amend Employee Details
  
  
• Select the Employee 
  
  
• In their Personal Details section, click the Department drop down menu & select the relevant department
  
  
• Click Update

Generating a Departmental Analysis Report

• Select the Reports menu in the software
  
  
• Select the Payroll Summary/Audit Trail Report
  
  
• Choose the weeks or months you wish to view and select the department required from the drop down menu
  
  
• Click OK
  
  
• Click Print/ Email/ Copy as required

If you wish to view a summary only, simply tick the box provided after generating the full report.