Creating Departments and Employee Types to Organize Users
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do not include the ability to edit projects, they will not be able to edit any projects, including those visible to
them based on their department.
Excluded from Hierarchy Filtering
A few items are not affected by hierarchy filtering, meaning the user's assigned departments have no effect
on the user's visibility to the following:
Administration items
All of the configurable items in the Administration menu, excluding Users and Departments, are
visible to all users who have been provided access in their assigned permissions.
Approvals
If a user is included in an approval path, they will be able to see the complete timesheet, expense
sheet, or time off booking when approving the item. The data displayed for approval will only be
based on their assigned permissions, not on the departments assigned to them. However, as a
user's supervisor is often configured as an approver, remember that hierarchy filtering does limit
who can be chosen as a supervisor.
Setting Up Custom Fields for Departments and Employee Types
If you want to track information beyond the basic department and employee type fields, you should create
user defined fields. For each user defined field you create, you can enter information in that field when add-
ing a department/employee type.
You do not have to create user defined fields before adding departments and employee types. If you decide
later that you need to track additional details, you can set up user defined fields and edit existing depart-
ments and employee types to assign a value for those fields.
Department user defined fields are configured at:
Administration > Users/Departments > User Defined Fields > Department tab
Employee type user defined fields are configured at:
Administration > Users/Departments > User Defined Fields > Employee Type tab
For each field you create, you can specify:
1. The name of the field, as it will appear for the department/employee type
2. The type of field, as detailed in Types of User Defined Fields Available on page 23
3. Restrictions on the values entered, such as minimum or maximum values or the maximum length of
the field. The available restrictions depend on the type of field.
4. The default value to show when adding a department/employee type, if any
5. Whether you are required to enter a value
Types of User Defined Fields Available
The following types of fields can be created:
Type
Description
Date
A date, either typed in the field or selected from a calendar. The de-
fault date can be either a specific date, or you can use the formula
$Today to default the date to todays date