Creating Departments and Employee Types to Organize Users
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CHAPTER 5
Creating Departments and Employee Types to Organize
Users
This chapter explains how to set up departments and employee types, which will be used to organize and
categorize users. This step must be completed before setting up timesheet options or adding users.
Items to Set Up before Adding Departments or Employee Types
Before adding departments or employee types, the following must be configured:
Deciding Whether to Enable Hierarchy Filtering
You should consider enabling hierarchy filtering if you want to limit users' visibility and access to depart-
ments, projects, and other users based on their placement within the organization's hierarchy.
Some examples of why you may choose to use hierarchy filtering are:
•
There are a number of users administering the system, such as one for each business unit. Hierar-
chy filtering will, for example, prevent the administrator from Business Unit A from being able to
view and edit details for users in Business Unit B.
•
You have a number of project managers and want to prevent them from adding users from other
departments to their team.
•
You want to allow a department manager to report on data for everyone in their direct department,
plus those in the sub-departments, but want to prevent them from reporting on higher-level depart-
ments.
Hierarchy filtering can be enabled at:
Administration > System > System Preferences > Security section
Creating the Hierarchy
A hierarchy is defined by creating and organizing departments within Web TimeSheet. The top level of the
hierarchy is, by default, labeled Company. The departments users are assigned to indicates their placement
in the hierarchy.
Item to Configure
How it’s Used
Page
System Preference for
Hierarchy Filtering
Controls whether users can see data for depart-
ments outside their branch of the organizational
structure
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User Defined Fields
Required if you wish to capture additional, cus-
tom information for each department or employ-
ee type
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