Departments for Positions

Created by Aimee Bridges, Modified on Wed, 07 Sep 2022 at 12:53 PM by Jacobus van Zyl

Overview:

When you designate a position to a specific department, all the staff qualified for that position are included in the department.

 

Considerations:

You'll first want to create departments, assign positions to the department, and qualify workers for those positions. If you haven't yet done so, find a step by step guide here. 

 

How to Filter by Department in the Weekly View:

  1. Navigate to the Weekly View Page

  2. Select the "Departments" dropdown at the top

  3. Choose any combination of departments and the view will filter so that only workers qualified for positions in selected departments will be visible

How to Filter by Department in Reports (by Position):

If you'd like to filter based on the shifts worked by those in positions assigned to the department, you can do so on the Payroll CSV, Payroll Integrations, Worker allocation, or Time & Attendance CSV Reports.

 

  1. Navigate to the Reports Page

  2. Select a Report

  3. Select the box next to "All Departments" and choose any departments of interest

  4. Download the Report


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