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Performance Pro - Add, Edit, Delete and Assign Company Units (Department, Location, Division, Routing Group) - New Interface

Company Units break the organization down into smaller areas (Departments, Locations, and/or Divisions). Routing Groups provide a way to create additional groups for routing without having to use the existing company units.

 

To Add a Company Unit

Click System Configuration then Company Settings.

company settings-1

Scroll to the Company Units section. Click Manage Units.

manage units

Choose a Unit Type from the dropdown. Click the + sign.

choose then plus sign

Enter a name and click Save.

add

Assign or Remove Users from a Company Unit

Choose a Unit Type and Sub-Type from the dropdowns.

choose-1

Select the employee(s) you wish to assign to the unit from the list on the left. Click the single right arrow > to move the employee(s) to the Employees Selected list.

NOTE

To remove employees from a unit, select the employee(s) from the list on the right. Click the single left arrow < to move them out of the unit.

add ee to unit

Click Save.

To Edit a Company Unit's Name

Choose a Unit Type and Sub-Type from the dropdowns. Click the edit icon.

edit unit

Edit the name. Click Save.

edit unit name

To Delete a Company Unit

Choose a Unit Type and Sub-Type from the dropdowns. Click the delete icon.

delete unit

Click Delete to confirm the deletion.

delete unit confirm

CAUTION

Before deleting a company unit, remove all users. Suppose you attempt to delete a company unit that has employees currently assigned to it. In that case, you will see a message stating that all active employees must be removed from the unit before it can be deleted.