Setting up Departments
From Subscribe-HR Wiki Help
(→Adding values to the Departments Code Library) |
|||
| (3 intermediate revisions by the same user not shown) | |||
| Line 8: | Line 8: | ||
===Adding values to the Departments Code Library=== | ===Adding values to the Departments Code Library=== | ||
| − | # Select | + | # Select <b>Maintenance</b> on the left hand side from the navigation area.. |
| − | # Select the Code Library folder. | + | # Select the <b>Code Library</b> folder from the <b>More</b> drop down tab. |
| − | # You will see a list of Library Codes, locate the Department Library Code and select it. | + | # You will see a list of Library Codes, locate the <b>Department</b> Library Code and select it. |
| − | # Select the Codes subfolder from the left menu. | + | # Select the <b>Codes</b> subfolder from the left menu. |
| − | # Select the | + | # Select the <b>[Add New Record]</b> button. |
# Enter the department name into the <b>Code name</b> field. | # Enter the department name into the <b>Code name</b> field. | ||
| − | # Select the Save button. | + | # Select the <b>[Save]</b> button. |
<b>Fields marked in bold are mandatory and must be filled in before the benefit can be saved</b> | <b>Fields marked in bold are mandatory and must be filled in before the benefit can be saved</b> | ||
| Line 20: | Line 20: | ||
<br> | <br> | ||
<b>To enter codes into this Code Library</b> | <b>To enter codes into this Code Library</b> | ||
| − | # Select the | + | # Select the Codes subfolder from the left menu |
| − | # Select the | + | # Select the <b>[Add New Record]</b> button. |
| − | # Enter the value into the | + | # Enter the value into the Code name field. |
| − | # Select the Save button. | + | # Select the <b>[Save]</b> button. |
===Code Fields Explained=== | ===Code Fields Explained=== | ||
| − | <table border="1" width="700" id="table1" cellspacing=" | + | <table border="1" width="700" id="table1" cellpadding="0" cellspacing="0"> |
<tr> | <tr> | ||
<td width="150"><b><font face="Arial" size="2">Field Name</font></b></td> | <td width="150"><b><font face="Arial" size="2">Field Name</font></b></td> | ||
| Line 52: | Line 52: | ||
<tr> | <tr> | ||
<td width="150"><font face="Arial" size="2">Code short name</font></td> | <td width="150"><font face="Arial" size="2">Code short name</font></td> | ||
| − | <td width="550"> | + | <td width="550">This is the name you can use for searching</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
<td width="150"><font face="Arial" size="2">Code numeric representation</font></td> | <td width="150"><font face="Arial" size="2">Code numeric representation</font></td> | ||
| − | <td width="550"> | + | <td width="550">Ordering for Codes</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
<td width="150"><font face="Arial" size="2">Other name</font></td> | <td width="150"><font face="Arial" size="2">Other name</font></td> | ||
| − | <td width="550"> | + | <td width="550">Alternative Name for Codes</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
<td width="150"><font face="Arial" size="2">Category code</font></td> | <td width="150"><font face="Arial" size="2">Category code</font></td> | ||
| − | <td width="550"> | + | <td width="550">Used for Grouping Codes together</td> |
</tr> | </tr> | ||
</table> | </table> | ||
Latest revision as of 06:32, 3 December 2018
Departments
The departments field is a Code Library. Any additions to this field must be done through the Code Library.
Adding values to the Departments Code Library
- Select Maintenance on the left hand side from the navigation area..
- Select the Code Library folder from the More drop down tab.
- You will see a list of Library Codes, locate the Department Library Code and select it.
- Select the Codes subfolder from the left menu.
- Select the [Add New Record] button.
- Enter the department name into the Code name field.
- Select the [Save] button.
Fields marked in bold are mandatory and must be filled in before the benefit can be saved
To enter codes into this Code Library
- Select the Codes subfolder from the left menu
- Select the [Add New Record] button.
- Enter the value into the Code name field.
- Select the [Save] button.
Code Fields Explained
| Field Name | Description |
| Selected by Default | If you want this value to be the default in the drop down then check this field. |
| Code | System recognised code name.
|
| Code name | The value you wish to appear in the drop down |
| Code short name | This is the name you can use for searching |
| Code numeric representation | Ordering for Codes |
| Other name | Alternative Name for Codes |
| Category code | Used for Grouping Codes together |
