How Do I Set Up Departments?

1. Click on the main Admin navigation tab, and then on the Department Structure link located under the Company section of the screen.
2. Each department is listed under the Department Structure header.  By default the main department level is labeled with your company name.  If you have not previously set up departments, your company name is the only displayed department level.
3. Each department level has an (add) link displayed to the right.  Click on the desired link to add a sub-department to the main department level.
4. Enter a Name for the department level as you would like it to appear in the program.
5. Select a Parent Department from the drop-down menu.
   Note: Insert a parent department if you wish to make the department you are creating a sub-department to the parent. For example, a company has a main department called Dept #1, which is broken down into three sub-departments. When inserting each of the three sub-departments, Dept #1 would be selected as the parent department. Each sub-department can then be broken down into further sub-departments.
6. Enter the Department Number that employees clocking into this department at the time clock will use.
7. If you would like to assign a Premium Pay Code to this department, select the desired code from the Premium drop-down menu.
   Note: The option to assign a policy to the department will only be available if you have previously set up Premium Pay Codes.
8. If you would like to assign this department level to a Minimum Hours Policy, make the desired selection from the Minimum Hours drop-down menu.
   Note: This option will only be available if you have previously set up Minimum Hours Policies.
9. Click on the [FINISH/SAVE] icon to save your changes.

Copying a Department Structure

If the structure of a department is the same for multiple department levels, you can copy an existing structure and apply it to a new department level.

1. Click on the main "Admin" tab, and then on the Department Structure link located under the Company section of the screen.  The main "Department Structure" screen opens.

2. From the tree-directory of your existing department levels, click on the level that you would like to copy.  The Department Info section of the screen appears to the right.

3. Directly to the right of the Department Info header is the [COPY] icon.  Click on this icon to copy the department structure.  The Copy Department screen opens.

4. Enter a Name for the new department level.  All sub-departments under the copied department level will be applied to the department with this name.

5. If you would like to change the parent department level that the copied department is assigned to, make the desired selection from the New Parent drop-down menu.

6. The department levels that will be copied are displayed in the section of the screen located below the "Name" and "New Parent" fields.

7. Click on the [COPY] icon.  The structure of the selected department is copied and applied to the specified new department level.