Edit Departments

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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.

Dept Icon.png

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.

Dept - Delete Unused.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.

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


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