Departments

Departments can help split the reporting between major parts of an organisation. Department is a posting attribute, setting up a department can be useful for absence management and reporting purposes.

How to view Departments

Viewing Departments

Select HR / Departments from the Settings section of the pulse menu -

Note

This is an example screen shot of the pulse menu.

Position of the menu items within pulse will vary according to available options and dependant on personal screen resolution.

or enter Departments in the Quick Launch Side Menu.

This will then show the Departments on the system where normal customisation of Sets can be used and the Tree option is also available.

  • Code: A short, capitalised and unique reference field.

  • Description: The name of the department.

  • Parent department: Departments can be assigned to a parent department.

  • Manager: The department manger this resource will have access to the team on the Absence manager.

  • Legacy reference: Identifies previous codes under the department names.

Tip

To modify the columns displayed, select on the top right of the page, then tick/untick the information you want to hide or display.

Resources

  • Resources can be assigned to departments, this will default the department field upon Document entry. These resources will also appear within the absence manager department groups.

Sub departments

  • The sub departments consist of all other departments with a parent department set to the current selected department.

Order of evaluation

  • Document header:

    • Fixed contact account (customer / supplier)
    • Fixed account setup (chart of account rules)
    • User entered value / saved value
    • Contact account default
    • Default account setup (chart of account rules)

  • Document detail lines:

    • Fixed contact account (customer / supplier)
    • Fixed product
    • Fixed project
    • User enter value / saved value
    • User default settings
    • Product default (accounting)
    • Project default
    • Contact account default
    • Document header default

How to Import Departments

Importing Departments

  1. Select Departments from one of the options as shown above in Viewing Departments.

  2. Select Import from the button.

  3. Enter options for Import.

    • File: The source file created and saved previously.
    Tip

    To create an Import file with the correct formatting, Export a file first and save to your external source. Then use this file to add updated Department details.

  4. Select Submit

How to Export Departments

Exporting Departments

  1. Select Departments from one of the options as shown above in Viewing Departments.

  2. Select Export from the button.

  3. Enter options for Export.

    • Enter Department(s), Legal Entity(s) and Parent department(s) as appropriate or leave blank to include all.

    • Include closed: Tick to include closed items.

  4. Select Submit.

  5. The Export file is created as an Excel spreadsheet.

    This file can now be opened.


Updated January 2025