Departments: Difference between revisions

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Filter your jobs and projects by department by entering the relevant department in the jobs.
Filter your jobs and projects by department by entering the relevant department in the jobs.
=== Create departments ===
Create your departments under ''Administration > General > Departments''. Give the department a name and select which department it is subordinate to. Add a description if necessary. Also define the head of department and their deputy, as well as the associated employees. In this way, you can map the entire company structure. Note: If the head of department and their deputy are also to be available for personnel planning in the job, they must also be listed under the employees.
=== Access rights for departments ===
In each user group (''Administration > General > User groups''), it is possible to define for individual rights whether they should apply “Globally”, for the “Own department”, for “Directly subordinate persons” or for “All subordinate persons”.
'''Global''': Access to all employees from all departments.
'''Own department''': Access to all employees in the same department.
'''Directly subordinate persons''': Access to all employees from departments for which the employee is defined as department head or deputy.
'''All subordinate persons''': Access to all employees in departments for which the employee has been defined as head of department or deputy of department, as well as all subordinate departments.
This means that if there are two or more departments in which the respective dispatcher should only plan with the employees in their department, this could be stored accordingly. Thanks to the breakdown of rights, it is also possible, for example, to approve vacations or working hours only for your own department. The calendar views can also be released for specific departments.

Revision as of 10:08, 10 October 2024

Create different departments to reflect the structure of your company. You can give the different departments different access rights and thus also restrict access to your own department. For example, if you want to separate different teams, whether they are different departments or different branches, at the level of access rights, then work with departments.

Filter your jobs and projects by department by entering the relevant department in the jobs.

Create departments

Create your departments under Administration > General > Departments. Give the department a name and select which department it is subordinate to. Add a description if necessary. Also define the head of department and their deputy, as well as the associated employees. In this way, you can map the entire company structure. Note: If the head of department and their deputy are also to be available for personnel planning in the job, they must also be listed under the employees.

Access rights for departments

In each user group (Administration > General > User groups), it is possible to define for individual rights whether they should apply “Globally”, for the “Own department”, for “Directly subordinate persons” or for “All subordinate persons”.

Global: Access to all employees from all departments.

Own department: Access to all employees in the same department.

Directly subordinate persons: Access to all employees from departments for which the employee is defined as department head or deputy.

All subordinate persons: Access to all employees in departments for which the employee has been defined as head of department or deputy of department, as well as all subordinate departments.

This means that if there are two or more departments in which the respective dispatcher should only plan with the employees in their department, this could be stored accordingly. Thanks to the breakdown of rights, it is also possible, for example, to approve vacations or working hours only for your own department. The calendar views can also be released for specific departments.