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Company Settings Departments

Welcome to Citicon Payroll and Accounting Systems Configuration for Departments. This section is dedicated to organizing your company’s internal structure by managing various departments across the organization.

Key Purposes

  1. Define Department Entries: Set up departments with unique entry codes and names to accurately reflect your company’s organizational layout.
  2. Track Department Activity: Activate or deactivate department entries to ensure that only relevant and current departments are in use.
  3. Centralize Department Records: Keep all department-related information in one place for easier management and updates.
  4. Enable HR and Payroll Mapping: Align employee assignments, payroll rules, and reporting with their respective departments.
  5. Enhance Reporting and Analysis: Generate more meaningful insights by segmenting data based on department-level details and remarks.

Departments Module User-Manual

This section provides details, and set-by-step instructions to access, view, and update the Departments data stored in the system.

Index Page

To access the Departments Settings. Go to Setup, select Company Settings, then select Departments. Departments Index1

a. Adjust the paging, ordering, and sorting of the Departments Page here.
b. Select the respective button to either Import, Export, or Add data.
c. Search for specific record details using the search bar.
d. View or Edit a record by selecting the folder button.
Departments Index2

Import Data

  1. Select the Import button to import new records. Departments Import1
  2. Select the Choose File button.
    Select the Download Template button to view the required format for imported data, including the number of columns, and mandatory fields to be filled. Departments Import2
  3. From your local storage, select the file you want to import, then select the Open button. Departments Import3
  4. Select the Import button. Departments Import4

Add Data

  1. Select the Add button to add a new record. Departments Add1
  2. Input the necessary details for your new record.
    All fields that has an asterisk (*) are required to be filled up. Departments Add2
  3. Select the Save button to save your new record. Departments Add3

Show Data

  1. Select the folder button to view a record. Departments Show1 Here you can view more specific details on the record that you selected. Departments Show2

Update Data

  1. Select the folder button of the record which you want to edit. Departments Update1
  2. Select the Edit button to update the details of the record. Departments Update2
  3. Select a detail section which you want to edit, and enter the necessary changes.
    All fields with an asterisk (*) are required to be filled up. Departments Update3
  4. Select the Save button to save the changes you have made. Departments Update4

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