Link a Department to an Employee

Human Resources

It is vital to link a department to an employee and set up the department association - where the company is using a segmented chart of accounts, and one of the segments is based on the employee's department.

Departments - employee association must be configured in the configuration settings (this is the link that is required for the financial transactions to process to the correct segmented ledger accounts).

Ribbon Access: Finance and HR > Employees

The Employees listing screen will be displayed.

Select Employee

Select the row of the employee to whom you wish to link a department.
Click on Edit.

Select Department

The Edit Employee screen will open.
Click on the search icon in the Department field.

The Select the Department screen will open.
Select the row of the Department you wish to link to this employee.
Click on Ok.

Save Linked Department

The selected department will now populate the Department field.
Save the changes.