Departments

The Departments master file identifies the departments throughout your facility. NOTE: Departments are used in other Centriq modules.

To access the Departments window, go to Payroll > Master Files > Departments. [+]

The following tasks can be performed from this window:

• To search for departments

• To create a department

• To edit a department

• To delete a department

• To print a list of departments

To search for departments

To display all departments on file, click Find without entering any search criteria. The grid displays the departments by Description in alphanumeric order. You can click any column heading to sort the list based on that column. Click the column heading again to reverse the order (i.e., ascending or descending).

Change or narrow your search results by entering specific search criteria:

1. In the Search By field, use the drop-down list to select how you want to search the list and sort the results. Select from the following sort options: Description or Code.

2. In the Search For field, enter the specific term to search for based on the Search By field choice. Enter all or part of the term to retrieve all records that match the criteria.

3. Click Find to display the search results in the grid.

To create a department

1. Click New at the bottom of the Departments window. The Add Department window is displayed. [+]

   

2. In the Code field, enter a unique, four-character alphanumeric code to assign to the department.

3. In the Description field, enter a full description of the department.

4. The Active check box defaults to checked, indicating that the department is available for use in the Centriq system. Uncheck the box to make the department unavailable/inactive.

5. Click Save to save the department and close the window, or click Cancel to close the window without saving.

To edit a department

The Edit button allows you to edit the department field values or to change the active/inactive status of a department.

1. In the Departments window, find and select the department that you want to edit.

2. Click Edit. The Edit Department window is displayed.

3. Edit the fields as needed; refer to the field descriptions from To create a department (above).

4. Click Save to save your changes and close the window, or click Cancel to exit without saving.

To delete a department

Follow the instructions below to delete a department from the master file if it is not in use. NOTE: You can also choose to deactivate the department, rather than delete it, by unchecking the Active box in the edit screen.

1. In the Departments window, find and select the department that you want to delete.

2. Click Delete. A verification message is displayed.

3. Click Yes to delete the department, or click No to keep it.  

To print a list of departments

Follow the instructions below to display and/or print a list of departments on file.  

1. In the Departments window, choose your search criteria and click Find to display the departments that you want to print. All records that are visible in the grid will be included in the report.

2. Click Print. The report is displayed in the Report Viewer, where you can save the list to the PC/network or print the list to an assigned printer. See To preview the report for more information on options within the viewer.