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?

Setting up a department involves creating the department and assigning it Service Categories, Product Categories, and employees.

Adding a department

  1. From the Departments search form, select Add New.
  2. Enter a Display Name for the department.
  1. Use the mover to select the Service Categories that belong in this department. 
  2. Use the mover to select the Product Categories that are associated with this department. 
  3. Select the employees that are associated with this department.
  4. When finished, select Save.

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.

Deleting or undeleting a department

Delete an item if it is no longer needed in any capacity, and you don't anticipate needing it in the future. Most deleted items can be undeleted, and the ones that can't display a warning before Meevo lets you fully delete.

When you delete a department:

  • The department is removed from existing Service Categories, Product Categories, and Employees.
  • It is no longer selectable from any Meevo forms or menus.
  • It does not appear in Meevo search results unless Deleted is selected from the Advanced menu.
  • It may still appear in Meevo reports depending on the report setup criteria.
  • If you deleted the item in Central Office, the item becomes deleted in associated locations as well.
  • Remember that only the owner (as determined by the Owned By field) of the item can delete or undelete it.

To delete or undelete:

Note: Deleting a department also removes its associations with Service Categories, Product Categories, and Employees. If later you choose to undelete, you will have to re-associate Service Categories, Product Categories, and Employees with this department.

  1. Locate and select the department.
  2. Select Delete or Undelete.
    1. If deleting, a confirmation message appears. Select Yes to complete the deletion.
    2. If undeleting, the form becomes active after you select Undelete. Select Save to finish undeleting.