Difference between revisions of "Edit Departments"
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===Eliminate Department Errors=== | ===Eliminate Department Errors=== | ||
| − | 1) Click the Departments icon. | + | 1) Click the '''Departments''' icon. |
[[File:Dept_Icon.png]] | [[File:Dept_Icon.png]] | ||
| Line 19: | Line 19: | ||
:b) Type the correct text. | :b) Type the correct text. | ||
| − | 5) Delete blank records: Select Tools and then Delete Unused Departments to delete unassigned departments. | + | 5) Delete blank records: Select '''Tools''' and then '''Delete Unused Departments''' to delete unassigned departments. |
[[file:Dept_-_Delete_Unused.png]] | [[file:Dept_-_Delete_Unused.png]] | ||
| − | 6) To add a single Department, click Add then type a department code and its title. | + | 6) To add a single Department, click '''Add''' then type a department code and its title. |
[[File:ProTag.jpg]] If working with all plans, Pro users should also type the plan code of the Department. | [[File:ProTag.jpg]] If working with all plans, Pro users should also type the plan code of the Department. | ||
| − | 7) To delete a single department, select the department then click Delete. Confirm the deletion. Reassign employees if necessary. | + | 7) To delete a single department, select the department then click '''Delete'''. |
| + | :a. Confirm the deletion. | ||
| + | :b. Reassign employees if necessary. If employees are not assigned to another department the department will not be deleted. | ||
| + | |||
| + | 8) Click '''Close'''. | ||
| + | |||
| + | ==See Also== | ||
| + | |||
| + | [[Check For Data Errors]]<br> | ||
| + | [[Department Grid Edit]]<br> | ||
| + | [[Department Single Record Edit]]<br> | ||
| + | [[Edit Your Data]]<br> | ||
| + | [[Report Options - Department List]]<br> | ||
| − | |||
© Copyright Yocom & McKee, Inc. | © Copyright Yocom & McKee, Inc. | ||
Latest revision as of 15:33, 14 December 2012
The only items that will cause errors in this table are:
- Missing Department Codes
- Missing Department Names
Eliminate Department Errors
1) Click the Departments icon.
2) Type missing Department Codes.
3) Type missing Department Names.
4) Fix typos or mistakes:
- a) Select the text that you want to change.
- b) Type the correct text.
5) Delete blank records: Select Tools and then Delete Unused Departments to delete unassigned departments.
6) To add a single Department, click Add then type a department code and its title.
If working with all plans, Pro users should also type the plan code of the Department.
7) To delete a single department, select the department then click Delete.
- a. Confirm the deletion.
- b. Reassign employees if necessary. If employees are not assigned to another department the department will not be deleted.
8) Click Close.
See Also
Check For Data Errors
Department Grid Edit
Department Single Record Edit
Edit Your Data
Report Options - Department List
© Copyright Yocom & McKee, Inc.
