Configuring site departments

Departments help organize work inside a site. They are useful when one location has multiple teams, work areas, or cost centers.

Before you start

• Create the client and site first.
• Decide which department names schedulers should use.
• Keep names short enough to scan in lists and reports.

Steps

1. Open Sites.
2. Find the site and open its configuration area.
3. Add each department that schedulers should be able to choose.
4. Add department codes only when your team uses them operationally.
5. Keep active departments available and deactivate options that should no longer be used.

What good looks like

Schedulers can select a department while building shifts, and reports can separate activity by department when needed.

Common mistakes

• Creating departments before confirming how managers report work.
• Leaving duplicate department names active.
• Using departments for different client locations instead of creating sites.