Switch between Main Organization and department workspaces

1. Main Organization is a real workspace

Main Organization is an exact scheduling workspace, even when Departments are enabled. It is not an organization-wide view that mixes every department together.

A child department is a different exact workspace. Employees, shifts, templates, locations, leave, timesheets and department-local scheduling configuration are loaded for the workspace you actually selected.

2. Change the active workspace

1. 1.Use the workspace switcher in the application header.
2. 2.Choose the organization when you have access to more than one.
3. 3.Choose Main Organization or the department you need to manage.
4. 4.Wait for the workspace data to refresh before editing schedules or staff.

3. Check the workspace before structural changes

• Confirm the active workspace before adding or archiving employees, locations or shifts.
• A Main Organization employee is not automatically a department employee, and a department employee is not automatically visible in Main Organization.
• Organization-wide Work Patterns may be inherited by departments; department-local Work Patterns remain local to their department.