Difference between revisions of "Edit Departments"
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Jump to navigationJump to search| Line 5: | Line 5: | ||
===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== | ||
| + | |||
| + | [[Edit Your Data]]<br> | ||
| − | |||
© Copyright Yocom & McKee, Inc. | © Copyright Yocom & McKee, Inc. | ||
Revision as of 17:38, 21 August 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
© Copyright Yocom & McKee, Inc.
