Setting up Departments

A departmental analysis report (Payroll Summary/Audit Trail) can be obtained within the Reports menu of the software.

To facilitate the creation of this report all relevant employees must be assigned to departments.



To do this, go to Process ICON no. 1:

 

 

or Employees > Add/Amend Employees:

 

 

 

 

Within an employee record, select the 'Departments' tab:

 

 

 

 

Adding a New Department 

  • Click Add New Department

  • Enter the desired Department Name

  • Click OK

 

Editing a Department Name

  • Highlight the Department Name

  • Click Edit Department Name

  • Amend the Department Name accordingly

  • Click OK to save the changes


 

Deleting an Unused Department

  • Highlight the Department Name

  • Click Delete Unused Department

  • Click OK

 

Assigning a Department to each Employee

  • Go to Employees > Add/Amend Employee Details

  • Select the Employee 

  • In their Personal Details section, click the Department drop down menu & select the relevant department

  • Click Update

 

Generating a Departmental Analysis Report

  • Select the Reports menu in the software

  • Select the Payroll Summary/Audit Trail Report

  • Choose the weeks or months you wish to view and select the department required from the drop down menu

  • Click OK

  • Click Print/ Email/ Copy as required


If you wish to view a summary only, simply tick the box provided after generating the full report.

 

Need help? Support is available at 01 8352074 or support@thesaurus.ie.

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