How to Use Departments for Positions

Modified on Mon, 6 Feb, 2023 at 11:24 AM

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:

Navigate to the Weekly View Page
Select the "Departments" dropdown at the top
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.

Navigate to the Reports Page
Select a Report
Select the box next to "All Departments" and choose any departments of interest
Download the Report

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