Create Your Department(s) in SkyTab Workforce

Description: Set up your departments in Workforce with the steps below.

---

Create Your Department(s)

A department maps to a schedule with Workforce. For example, you could create departments for Front of House and Back of House.

Employees can then be assigned to their relevant department/s, and managers can also be allocated to departments. 

A department is set up by default when your Workforce account is first created. To view it, navigate to Departments under the Company option on the top bar. 

On the Departments screen, you can choose to rename the default department to be more relevant to your business (e.g. Front of House). 

You can also create more departments by clicking on Add Department. There is no limit to how many departments you can create.

You can also create a new department by clicking on the Department field in the Scheduler, then clicking Create a new department. 

There are several settings you can define for your department, including enabling off-site addresses, creating sections, and defining shift swaps and drops. Learn more below.

Set User Access

Once you have navigated to the Access & Permissions tab for a selected employee, you can set their access level. A user can be assigned one of the following access levels:

• Employees do not have access to the company account and do not have any sub-permission options. Employees are restricted to their own personal account data e.g. shifts/timecards/ time off/ availability.

Note: Within each individual department, you specify which employees have permission to swap and drop shifts via Department Settings.

• Administrators have full access to the company account in that they can see and modify all company settings and information. Only business owners and senior managers that are highly trusted should be given Administrator access. 

• Managers have access to the company account, with what they can access and perform within the company account being controlled by their manager sub-permissions.

Assign Department Managers

Only those users who are specifically given access to manage a department can do so. ‘Managing a department’ (and the Manage Schedule permission) provides the ability to view, create, and edit shifts and schedules. To grant a manager access to a department:

1. Navigate to an employee’s profile via Employees > Employee Name > Access & Permissions.

2. The employee must already be assigned a manager in Lighthouse Business Manager to have manager permissions.

3. Next, select the department(s) you wish the employee to manage. 

You can also provide other permissions to the employee, giving them the ability to perform other tasks within the app (e.g. approving time off requests; editing timecards). Learn more about User Permissions below.

Assign Permissions to Managers

In addition to schedule management, managers can also be given additional permissions to perform extra functions within the company account. Managers can be assigned permissions to manage the following:

• Schedule

  • Can create/edit shifts and publish schedules

  • If disabled, provides read-only view of the Weekly Schedule

• Time off

  • Can manage time off requests submitted by employees

  • Can create time off requests on behalf of employees

• Network and employee profiles

  • Can view all employee profiles in the company network

• Availability

  • Can create/edit/delete availability sets

  • Can approve or decline availability requests

• Timecards

  • Can view/edit/approve/export timecards

  • Managers only have visibility of timecards that are produced as a result of shifts scheduled within the schedules that they manage.

• Sales and labor costs

  • Can view employee and job hourly rates

  • Can view/edit sales and labor cost information for each department

  • Can view labor costs in timecards

• Certifications

  • Can administer company certifications