Adding staff to your department is a 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 check box of all the employees you want to add to your department click

5.  Click Edit Selected 

6.  Click the I want to drop down box to add  

7.  Click on the these staff to department to choose the department you want to add to

5.  Click on Update them button at the bottom of the dialogue box to confirm


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