How do I set up Employee Departments?

Employee Departments can contain not only Employees but also Services.

• A Department can be added to Service Codes, which will restrict which Employees can be added to a Service. Only those employees which are in the same department as a given service code can be added to a visit of that service code. (This restriction can be overridden in the employee finder if desired.)
• When creating a billing period, setting a department as a restriction for the period will filter for visits with service codes in that department.
• When creating a payroll period, setting a department as a restriction will filter for visits with employees in that department.

Add a Department

1. Go to Employees>Department.
   
   
   
   
2. You can search Departments by Name. The number of Employees assigned to the department is indicated in the list of departments. Clicking View will take you to the department details.
   
   
   
   
3. Click +New Department.
   
   
   
   
4. In the resulting form, enter a Name and any optional Details.
   
   
   
   
   
5. Click Create.

Edit the Department

1. Click on View for the department from the list.
   
   
2. Click on the Edit tab to update the name or details of the department. 
   
   
   
   
3. Click Save.

Add Employees to the Department

1. Click on View for the department from the list.
   
   
   
   
2. In the Department's Employees tab, you can click Assign Employee to add a specific employee profile.
   
   
   
   
3. In the resulting dialogue, enter an employee, and optionally, a description. Click Save.
   
   
   
   
4. Otherwise, click Find Employee.
   
   
   
   
5. This opens the Employee Finder, where you can select/search/filter employees.
   
    
   
   
6. Click Choose to add an employee and then click OK.