Manage Divisions, Locations & Departments

The company's structure can be subdivided into Divisions, Locations and Departments.

1. Select "Company"
2. Hover the mouse over "Setup," then "structure" then select either:
   1. 1. Division
      2. Location
      3. Department
3. For "Division"
   1. 1. To add new division, select "Add"
         1. 1. Input Division ID, Division Name, Division Description and Active status
            2. Select "Save"
      2. To edit existing division:
         1. Select the division you wish to edit
         2. Select "Edit"
         3. Edit Division ID, Division Name, Division Description and Active status
         4. Select "Save"
4. For "Location"
   1. 1. "Locations" are sub-divisions of "Divisions"
      2. To add new location, select "Add"
         1. 1. Input
               1. 1. Required:
                     1. 1. Location ID
                        2. Location Name
            2. Optional
               1. 1. Location Desc - Additional information about the Location
                  2. Name - contact for this location
                  3. Phone - Phone number for this location
                  4. Fax - Fax number for this location.
                  5. Email - Contact's e-mail for this location.
                  6. Addresses Shipping
                     1. 1. Street address of the company's location.
                        2. Select "Use Address For Checks" to add return address of this location to checkstubs for this location
                  7. Addresses Billing
                     1. 1. Address to send payroll billing for this location
                        2. Stub Comments - Comments the company may want to see on the check stub
            3. Select "Save"
      3. To edit existing location:
         1. Select the location you wish to edit
         2. Select "Edit"
         3. Edit required or optional fields (see descriptions above)
         4. Select "Save"
5. For "Department" 
   1. 1. "Departments" are subdivisons of "Locations"
      2. To add new department, select "Add"
         1. 1. Input
               1. 1. Department ID -- Unique character string to identify Department in system
                  2. Department Name -- will appear on all reports and the employee's pay check.
                  3. Department Description -- Additional information about the Department (not displayed on reports).
                  4. Select "Location"--the location tied to the department you are entering
                  5. Set as
                     1. Company Default--default selection when adding new employees
                     2. Active
            2. Select "Save"
      3. To edit existing department:
         1. Select the department you wish to edit
         2. Select "Edit"
         3. Edit fields (see description above)
         4. Select "Save"