Set up departments, designations and employment types
Keep the three lists that employee records choose from - departments, job titles (designations) and employment types.
Where to find it
EmployeesConfigurationDepartments, Designations & Types
Before you start
These lists feed the Department, Job Title and Employment Type fields on every employee record. Add a name here once and it is available when you add an employee.
Steps
- Open Employees, point at Configuration and choose Departments, Designations & Types.
- Under Departments, type a Code and a Name, then click Add.
- Under Designations (job titles), type a Name and click Add.
- Under Employment Types (Full-time, Part-time, Contract and so on), type a Name and click Add.
- To remove an entry you no longer use, click the red cross next to it and confirm.
What happens next
Put people into their departments and see the reporting lines in the org chart.
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