Adding departments within your company/store helps manage your employees efficiently. In this article, you will learn how to create a new department and assign employees to it using Scheduling+.
You can create a new department by following the below steps:
Select Departments from the admin/store Dashboard to create a department.
Select Create Department from the menu above the list of your current departments.
The following window appears. Enter the below fields:
Name: Enter a descriptive name for your department. For example, if your department is related to Hardware, enter the name as ‘Hardware.'
Number: Enter the department number. For example, if your department number is 7 enter 7.
Select scope: Select the desired store(s) for which you want to create a department. Select ‘All’ if you want to create a company-wide department.
Notes: You can use this field to include more information about the department.
Select the Save button to save your changes.
After selecting Save, the Employees tab appears on the Department Settings form. This tab includes a list of all the employees associated with the store(s) which are included in the department's scope. From here, you can easily select and assign employees to this department.
Alternatively, you can assign departments to employees from their employee settings screen.
Select the Employees tab from the main navigation bar to open the list of your employees.
Select the Update button next to the desired employee’s name to assign the department(s).
Select the Departments tab to view the list of departments. Check the box next to the desired department to assign it to your employee. If an employee is assigned to more than one department, choose your preferred default department.