User Types, Departments, and Offices


Creating/Assigning User Types, Departments, and Offices

How do I create User Types, Departments, and Offices? 

Creating or Assigning User Types, Departments or Offices is an easy process.  Please refer to steps below. 

 

  • Here's how to create a User Type:
  • Here's how to create a Department
  • Here's how to create an Office
  1. Select the Staff Module
  2. Select User Types
  3. Create User Type
  4. Choose the Name 
  5. Add a description
  6. Save
  1. Select the Staff Module
  2. Select Departments
  3. Create Department
  4. Choose the Name 
  5. Choose the color reference
  6. Save
  1. Select the Staff Module
  2. Select Offices
  3. Choose the Name
  4. Save

 

 

  • Once they are created, here's how to assign any of those Options to the users. 

**There are two options to assign them. 

First option: 

  1. From the User Types, Departments or Office screen select the Assign Users icon. 

              

Second option:

  1. Staff Directory 
  2. Select the User in question
  3. Employment
  4. Edit
  5. User Type, Department, and Office
  6. Save

 

Hints & Tips 

Description:

User Types: Create user types to separate your users into categories of your choosing.

Departments: Departments can be setup and assigned to match the structure of your company. Various settings throughout the PurelyHR modules can be assigned to an entire department. 
Assign unique colors to departments to easily identify groups of users in the Time-Off calendar.

Offices: If your company has employees in more than one office, you can create offices within the system to classify them. By default, new users will be assigned to the Head Office.
Paid holidays can be assigned individually to different offices, which is useful if your offices are spread across different countries.

 

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