Content Comparison

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For example Dianne (Bay of Plenty) would not be able to see jobs or timesheets for her manager, Brian (North Island). But Brian can see Dianne's.

By default, Jobs inherit Division from their Location, Client or Leader (in that order). For example an hourly internal job without a Client or Location would be available only to employees at or above the Leader's Division.

If a manager, like Brian, needs to view and approve all timesheets for employees in their division then the Client or Location will need to be added to their division or below. If the employee sits at the Organisation level to complete work for both the North and South Division, Brian will only see their jobs for his Clients or Locations.

Alternatively, if you wish Jobs to always inherit their Division from the Job’s leader, you can change this under Organisation → Divisions → Settings

Reports

Some reports require access to all of an Employee's timesheets to apply calculations (topups, paid rest breaks, etc). To ensure data remains secure within the appropriate 'waterfall', these reports can only be run by users at the Organisation level.

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Getting started

Create your Divisions

1. Login to Tātou Office

2. Navigate to Divisions (Account → Organisation → Divisions)

3. Click New

   1. Parent is where you can select the parent Division (making this new Division a Subdivision)

   2. Name is the name of this new Division

   3. Save

Note: Subdivisions cannot be moved to another Division. Instead a new one will need to be created.

Assign a Division

1. Open a Client, Location or Employee. Employee division settings are under Login and Permissions.

2. Click Edit

   1. Division is where you select the Division you want this record (Client, Location or Employee) to belong to. Leave empty to keep it at the Organisation-level.

   2. Confine to this level if you don't want this record to be available to lower Divisions

   3. Save

Note: Changing a Client's Division may affect its Locations. Moving a Client 'downstream' will update its locations to ensure they stay within the same 'waterfall'. A Location can be at or 'downstream' from its Client Division, but not above.

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