This article contains information on how to manage departments from System settings and how to create and edit them.
Navigate through System settings → Departments. Following these steps will give you a similar view to the picture above, where the numbered buttons are described below.
- When creating a department, all relevant information can be entered in the appearing window. Note that a department must be connected to a corporation to make the appropriate connections in the hierarchy (see RecMan Architecture for more information).
- By clicking this button, you can upload the department logo. The recommended maximum width is 500 pixels. This logo can be used with the merge code @department.logo, and will be visible in the top left corner of RecMan for co-workers connected to this department.
- Clicking this button allows you to edit the selected department. If you have entered any wrong credentials or want to change information in the future, you may do so here. Note that the information provided here is essential if the department is to be used for invoicing purposes. Changes here will be reflected in the department's information in the Economy settings, and vice versa. You can also choose the Holiday calendar, created beforehand in the Staffing settings, and it will be displayed in modules such as Booking and Calendar.
- A list of employees associated with the department is displayed here.
- You can also create a department group by clicking on this button. Departments can be added to one department group by clicking on edit (see point 3) after a group has been created. A department group can be used for effective filtering and as a data basis in RecMan BI reports.
Note
Due to the system's architecture, deleting a department has some implications. Therefore, you cannot do this yourself, and assistance from a technician must be ordered to carry out such handling. Do not create new departments unless you know what you are doing. As an alternative, you can archive departments and then restore them if needed.