If you want to break your payroll reports down per department, you would need to set up departments in the ‘Settings’ section. Surf Payroll allows you to set up, update and remove department names which can be assigned to employees. To view the steps to manage departments, click the links below, as required
To manage the department settings, you need to first move to the Settings page. However, after you log in to Surf Payroll, there can be either of the following scenarios:
- The logged in account has a single Business
- The logged in account has multiple Businesses
The steps to move to the Settings page are different in each of the above scenarios. The steps are provided below scenario-wise.
1. Log in to Surf Payroll.
2. The Dashboard page appears. On the left panel, click Settings.
1. Log in to Surf Payroll and find the required Business.
2. The Employees page appears. On the left panel, click Settings.
Setting up a Department Name
1. On the Settings page, under the OTHER heading, click Departments.
2. The Departments page appears. On the Departments page, click Add Department.
3. The Department Details window appears. On the Department Details window, enter the department name and click Save.
Updating a Department Name
1. On the Settings page, under the OTHER heading, click Departments.
2. The Departments page appears. On the Departments page, click under the Department Name heading, click the required department name.
3. The Department Details window appears. On the Department Details window, update the department name and click Save.
Removing a Department Name
1. On the Settings page, under the OTHER heading, click Departments.
2. The Departments page appears. On the Departments page, click corresponding to the required department record and from the inline menu, click Remove.
3. The Confirmation Message window appears. On the Confirmation Message window, click Delete. The department name record is removed.
4. On the Information Message window, click OK.
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