Set up departments, designations and employment types

Keep the three lists that employee records choose from - departments, job titles (designations) and employment types.

Employees 5 steps 1:04 video Employees - Manager
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

  1. Open Employees, point at Configuration and choose Departments, Designations & Types.
  2. Under Departments, type a Code and a Name, then click Add.
  3. Under Designations (job titles), type a Name and click Add.
  4. Under Employment Types (Full-time, Part-time, Contract and so on), type a Name and click Add.
  5. 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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