Difference between revisions of "Edit Departments"

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1) Click the Departments icon.
 
1) Click the Departments icon.
  
file:departments.jpg
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[[File:Dateicon.jpg]]
  
 
2) Type missing Department Codes.
 
2) Type missing Department Codes.
 
  
 
3) Type missing Department Names.
 
3) Type missing Department Names.
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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:wiki_pro_arrow.jpg  If working with all plans, Pro users should also type the plan code of the Department.
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[[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. Confirm the deletion. Reassign employees if necessary.
  
 
8) Close the Departments window.
 
8) Close the Departments window.
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© Copyright Yocom & McKee, Inc.

Revision as of 20:57, 8 August 2011

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.

Dateicon.jpg

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.

file:editdepartmentmenu.png

6) To add a single Department, click Add then type a department code and its title.

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.

8) Close the Departments window.

© Copyright Yocom & McKee, Inc.