Managing workgroups

LeaveWizard allows you to customise your workgroups so that they reflect the different departments in your organisation.

How do I create a new department?

First you need to be logged in as an administrator user. Then please follow these steps:

1. Navigate to the correct page by following the ‘Administration’ link from the left sidebar as shown in the screenshot below.

2. You will then be taken to the Administration Setup screen and you should see a similar view to the one below. Please follow the ‘Manage Workgroups’ link as shown on the screenshot.

3. Here you will be able to view the list of Workgroups already set up. If you have just opened your account then you will see the default workgroup, which is called Default and should be renamed according to your needs.

4. Click ‘New Department’. You should now be able to see the Department Details form which lets you add a new department. See screenshot below.

5. As you can see on the screenshot you will need to specify the name of the department, the type of department (the options you have to choose from here are team, department or system). You then set the department head from the drop down list and you can then specify the maximum number of people who can be on leave from this department at any one time. You also have the option here to mark a department as inactive by unticking the last box (if for example a company restructure meant the department didn’t exist anymore.)

6. When you’re ready click ‘Submit’ and the department will be added to the list in the Workgroups area.

How do I edit an existing department?

First you need to be logged in as an administrator user. Then please follow these steps:

1. Navigate to the correct page by following the ‘Administration’ link from the left sidebar, then click ‘Manage workgroups’. This will take you to the list of already recorded Workgroups. Locate the Workgroup whose details you would like to edit and click ‘Edit’ as shown in the screenshot below.

2. Clicking ‘Edit’ will navigate to the Department Details form which will allow you to modify the Department’s details – see the screenshot below.

3. The Department Details form also provides you with a list of all the team members in this department, providing a quick link through to their details if there is anything you need to change here. If you have changed the name of the department and you want to reassign all the team members of the department to the new name, you can select this from the ‘Reassign All to Workgroup’ option at the end of the page and submit. This saves you having to go through the details of each different team member and reassigning their department.

4. It is also possible to move all of the employees in one department to another department using the same function. Simply selecting a department from the ‘Reassign All to Workgroup’ drop down list and clicking the submit button will reassign each employee in the current department to the selected department.

5. Once you are ready click ‘Submit’ and your changes will be saved. If you would like to navigate without saving click another link on the page.