Creating Departments and Employee Types to Organize Users
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Creating Departments
You can use departments to organize users by hierarchical structure, geographic regions, or functional
groups within your organization. Users can be assigned to one or more departments and, if hierarchy filtering
is enabled, a user's department assignments limit that
user's access to other users, departments, and
projects.
Departments should be added from the top of the organizational structure down, and can be configured at:
Administration > Users/Departments > Departments
For each department you create, you must specify:
1. The parent department
2. The name of the new department
3. The values for any custom fields you defined
Defining Employee Types
Employee types can be used to group users along any criteria you choose. Each user's assigned employee
type can be used to filter or group data in reports. Employee types are only required if the period that a
timesheet covers varies by user, and is not based on their department.
Employee types are defined at:
Administration > Users/Departments > Employee Types
For each employee type you add or edit, you must specify:
1. The name, which will be used when assigning a type to a user
2. The values for any custom fields you defined
Number
A numeric value, possibly with decimals
Drop-down
A pre-defined drop-down list the user must select from
Text
Free-format text, with a maximum number of characters allowed
You can drag-and-drop departments to move them around the organizational structure.
Type
Description