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Employee Divisions
Employee Divisions

How to create & use employee divisions

Tasha Demkiw avatar
Written by Tasha Demkiw
Updated over a week ago

Employer divisions help employers report by different departments, locations or budgeting divisions

To create employer divisions:

  1. Click on 'Employers' on the top menu bar

  2. Click on the employer you'd like to setup divisions for

  3. Click on the employer's 'Account & Pricing' tab

  4. Under the 'Employee Divisions' section of the page, check the box for 'Use employer divisions'

  5. If you would like to require a division on each employee, check the box for 'Require a division on each employee'

  6. Enter the names of the different divisions

To assign a division to an employee:

  1. Click on the 'Employee' tab of the employer's account

  2. Click 'Manage' -> 'Edit' to the right of the employee's name

  3. Click on the 'Division' field and select the division from the dropdown menu

  4. Scroll to the bottom of the page and click 'Update' to save the change

Summarizing Invoices by Division

If divisions are assigned to employees, all invoices will automatically be summarized by divisions. If you'd like to see the expanded view of the invoice, export the invoice to PDF or excel.

Note: If you add the division after an invoice has been created, the division will not appear on the invoice. It will appear on the following invoice!

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