Departments

To get to Departments, type department into the Convobar, or go to Meevo > Data > Departments.

Departments are a way to organize related services, products, and employees. Departments are used in the Overall/Department Goals and Employee Goals features, as well as in reporting.

Note: If you have Departments configured, Goals will only consider sales where the employee and Service and/or Product Category belong to the same department. Sales that do not match this criteria will not be included in displayed goals totals. 

How do I set up a department?

  1. Create departments in Central Office and assign them Service Categories and Product Categories.
  2. When a department is made available to a location, a location can then assign its employees to the Central Office-created departments. Locations cannot create a department, nor can they edit its assigned Service Categories and Product Categories.

Assigning employees to a department

  1. From the Departments search form, select Search.
  2. Select the department.
  3. Use the mover to select the employees that work in the department.
  4. When finished, select Save.