How_do_I_add_a_department_to_Human_Resources_

How do I add a department to Human Resources?

You have two choices: (1) Add a department that you can only access in Human Resources, or (2) Add a department from the master department table in System Management. Most people usually choose option 2 because you can access the department from any Caselle application.

 

Watch a video

Adding a department to Human Resources (2m15s).

 

Adding a department to HR only

1. Open Connect Human Resources > Organization > Departments.

2. Click New (CTRL+N).

3. Use the Department field to enter a department name. Press Enter.

4. Use the Description field to enter the department description.

5. Use the Abbreviated Description field to enter a three-character abbreviation.

6. Assign the department to a manager.

You can assign the department to a manager and supervisor. Human Resources will use this information to assign tasks to the manager or supervisor, for example, in an approval process or task list.

 

Do you want to assign a manager?

  • Yes, I want to add the department manager. Use the Manager field to enter the department manager's name.

  • No, I don't want to add the department manager. Leave the Manager field blank.

 

 

Do you want to add the department manager's supervisor?

  • Yes, I want to add the department manager's supervisor. Use the Reports To field to enter the supervisor that the department manager reports to.

  • No, I don't want to enter the department manager's supervisor. Leave the Reports To field blank.

 

7. Click Save (CTRL+S).

The department is added to the Human Resources application. You can access the department in the Human Resources application but not any of the rest of the Caselle applications.

 

Adding a department from System Management

All of the departments in the master department table in System Management have been added to the Departments table in Human Resources. To add a department to the master department table, use Caselle System Management > Master Records to select Setup/Modify Departments.

 

 

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