If an employee is already working in another department you can add them to yours with this two step process:

1.  Add staff to the department

2.  Add department preferences to staff's employee profile



A site admin or a dept admin can add staff to a department.  A site admin can add staff to any department and a dept admin can only add staff to their own department.


Add staff to a department


1.  Click on Site Setup or Dept Setup

2.  Click on Departments

3.  Click on Staff Dept Assignments

4.  Click on the pencil icon of the employee you want to add to your department OR if you have more than one employee you want to add to your department click on the check box beside for each employee then click Edit Selected and add them to your department

5.  Click on the department to add staff 

6.  Click on the check mark icon that replaces the pencil icon to save


Set up staff preferences


1.  Click on Manage Employees

2.  Click on Employees

3.  Click on the pencil icon beside the employee you want to add department preferences to

4.  Add Department Manager, Employee type if different then default, individual post and pick up settings, hour preferences, roles

5.  Scroll down to Can Work At Facilities to add any new facilities and locations employee can work at 

6.  Click on Save button at bottom of the screen to confirm