diff --git a/content/applications/hr/employees/departments.rst b/content/applications/hr/employees/departments.rst index 3ece0d3d8c..176e79f16b 100644 --- a/content/applications/hr/employees/departments.rst +++ b/content/applications/hr/employees/departments.rst @@ -13,27 +13,19 @@ To make a new department, navigate to :menuselection:`Employees app --> Departme :guilabel:`New` button in the top-left corner to reveal a blank department form. Fill out the following information on the department form: -- :guilabel:`Department Name`: enter a name for the department. -- :guilabel:`Manager`: using the drop-down menu, select the department manager. -- :guilabel:`Parent Department`: if the new department is housed within another department (has a +- :guilabel:`Department Name`: Enter a name for the department. +- :guilabel:`Manager`: Select the department manager using the drop-down menu. +- :guilabel:`Parent Department`: If the new department is housed within another department (has a parent department), select the parent department using the drop-down menu. -- :guilabel:`Company`: using the drop-down menu, select the company the department is part of. This +- :guilabel:`Company`: Select the company the department is part of using the drop-down menu. This field only appears in a multi-company database. -- :guilabel:`Color`: select a color for the department. Click the colored box to display all the +- :guilabel:`Color`: Select a color for the department. Click the colored box to display all the color options. Click on a color to select it. -- :guilabel:`Appraisal Templates`: using the drop-down menu, select the appraisal form to be used - for all employee appraisals within this department. If a new appraisal is desired, enter the name - for the appraisal, then click :guilabel:`Create and edit...` to modify the new appraisal form. - This field **only** appears if the **Appraisals** app is installed. -- :guilabel:`Appraisal Survey`: using the drop-down menu, select the default survey to use for the - department when requesting feedback from employees within the department. The default options are - :guilabel:`Employee Opinion Form`, :guilabel:`360 Feedback`, and :guilabel:`Employee Appraisal Form`. - This field **only** appears if the **Appraisals** app is installed, *and* the *360 Feedback* - option is enabled in the settings. -After the form is completed, click the :icon:`fa-cloud-upload` :guilabel:`(cloud upload)` icon to +After the form is completed, click the :icon:`fa-cloud-upload` :guilabel:`(Save manually)` icon to manually save the changes. When saved, a :guilabel:`DEPARTMENT ORGANIZATION` chart appears in the -top-right of the department card, illustrating where the department lies in the organization. +right of the department card, illustrating where the department lies in the organization, and how +many employees are within each listed department. .. image:: departments/department-form.png :alt: The department for with all fields filled out. @@ -44,9 +36,6 @@ top-right of the department card, illustrating where the department lies in the :guilabel:`Department Organization` chart is visible upon opening the department card from the :guilabel:`Departments` dashboard. -.. seealso:: - :doc:`../appraisals` - Departments dashboard ===================== @@ -69,29 +58,29 @@ Kanban view Each department has its own Kanban card on the main :guilabel:`Departments` dashboard. Each department card displays the following information, if available: -- :guilabel:`Name`: the name of the department. -- :guilabel:`Manager`: the name and image of the department manager. -- :guilabel:`Company`: the company the department is part of, including the location icon. -- :guilabel:`Employees`: the number of employees within the department. -- :guilabel:`Appraisals`: the number of appraisals scheduled for employees in the department. -- :guilabel:`Time Off Requests`: the number of unapproved time off requests for employees in the +- :guilabel:`Name`: The name of the department. +- :guilabel:`Manager`: The name and image of the department manager. +- :guilabel:`Company`: The company the department is part of, including the location icon. +- :guilabel:`Employees`: The number of employees within the department. +- :guilabel:`Appraisals`: The number of appraisals scheduled for employees in the department. +- :guilabel:`Time Off Requests`: The number of unapproved time off requests for employees in the department :ref:`awaiting approval ` . This **only** appears if there are requests to approve. -- :guilabel:`Allocation Requests`: the number of unapproved allocation requests for employees in the +- :guilabel:`Allocation Requests`: The number of unapproved allocation requests for employees in the department :ref:`awaiting approval `. This **only** appears if there are requests to approve. -- :guilabel:`New Applicants`: the number of :ref:`new applicants ` for a position +- :guilabel:`New Applicants`: The number of :ref:`new applicants ` for a position within the department. This **only** appears if there are new applicants. -- :guilabel:`Expense Reports`: the number of employees in the department with :doc:`open expense - reports to approve <../../finance/expenses/approve_expenses>`. This **only** appears if there are - any expense reports waiting for approval. -- :guilabel:`Absence`: the number of employees with approved time off for the current day. +- :guilabel:`Expenses`: The number of employees in the department with :doc:`open expenses to + approve <../../finance/expenses/approve_expenses>`. This **only** appears if there are any + expenses waiting for approval. +- :guilabel:`Absence`: The number of employees with approved time off for the current day. - Color bar: the selected color for the department appears as a vertical bar on the left side of the department card. .. note:: Click on an alert in a department card, such as :guilabel:`Time Off Requests`, to reveal a list - view of the requests to approve for that department + view of the requests to approve for that department. .. _employees/department-list: diff --git a/content/applications/hr/employees/departments/department-form.png b/content/applications/hr/employees/departments/department-form.png index 654b729096..3be05454f1 100644 Binary files a/content/applications/hr/employees/departments/department-form.png and b/content/applications/hr/employees/departments/department-form.png differ diff --git a/content/applications/hr/employees/departments/list.png b/content/applications/hr/employees/departments/list.png index 5e2abd4655..e870168c53 100644 Binary files a/content/applications/hr/employees/departments/list.png and b/content/applications/hr/employees/departments/list.png differ