5.1 Employees: Adding Departments, Occupations, Companies, and Sites

5.1 Employees: Adding Departments, Occupations, Companies, and Sites

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Adding Departments, Occupations, Companies, and Sites

1. It is a good idea to populate the Department, Class, Occupation, Company and Site fields with information before you add your employees. Then assign each employee to his/her relevant detail. This is important as groups of employees may be established later on using these characteristics during reporting. You can change these names, explained in the Configuration manual, for example one could change ‘Occupation’ to ‘Function’.

2. To add a Department, Class, Occupation, Company or Site; click ‘Setup’ from the menu bar and then ‘Employee Fields’. Then select Department, Class, Occupation, Company or Site and click ‘Add’.

3. Enter the name and short name (short names are used later in reports).

4. These entries can be deleted and modified from the same window.



5. These fields can be set to become date driven, from the Labels tab, reached from ‘Setup’ on the menu and then ‘Custom Fields’. Place a check in the box under Use Dates next to each field (e.g. Occupation in the image below).


6. If date-driven options are applied, the currently assigned option will be displayed on the Details tab of Employee Details, while the option to change it will appear in the Personal2 tab. Changing the assigned option works the same way as applying a Shift Pattern or Pay Group.

7. Displayed label for Occupation:


8. Assignment option for Occupation:


9. Reports pulled for this employee up until 1 January 2021 would reflect the Occupation as being Cleaner, after that date Occupation would reflect as Maintenance. The display label on the Details tab updates similarly. 

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