Departments and Regions for Staff

Background

Department and Regions

You may read this article about Using Departments and Regions to give you a brief overview of the departments and regions.

Branches and Department

To understand how the organisation structure affects the use of departments, you may read this article about the Differences between Branch Hierarchy vs Single Branch with Departments.

Department and Funding Source Linking

To understand how the linking between departments and funding sources work, you may read this article about Funding Source and Department Linking. This is only for care organisations that require a complex mapping of cost or income or has an excessive number of fundings.

You may also refer to the above article for setting up the departments and regions of your organisation.

Unlike the clients, staff can be assigned to many regions. But, they can also be assigned to many departments like the clients.

Create Staff and Assigning of Departments and Regions

When creating a staff, you can also specify the staff’s departments or regions by simply selecting from the dropdown list on the Create Staff modal.

Updating of Staff's Departments and Regions

If you want to update the staff’s departments and regions.

Go to the navigation menu, click on People and scroll down to Teams.

You will be able to see a list of active team members. Click on the profile of the staff member that you want to update.

Click on the Detailed Profile. You will be able to see the staff member’s information. You will see the fields for departments and regions. Select the departments and regions you want to assign the staff. Click on SAVE CHANGES after. Now, you have successfully updated the staff’s organisational structures.

Regions and Departments for Staff on Scheduling

On the Scheduling Page, you may filter the staff members via departments and regions that they belong to.

To be able to do that, go to the navigation menu. Click on Schedules, then select Teams.

On the upper right corner at the top of the page, you can see the FILTER button. Upon clicking, you can see the filters available. By filtering the regions and departments, you can only see the staff members belonging to those regions and departments. This is helpful in organizing the bookings and schedules of the staff members.