Maintenance Lists

Maintenance is where you keep the simple lists that the rest of the system uses — things like your branches, departments and job titles. Setting these up means you can pick from a tidy list when adding employees, instead of typing the same things over and over.

Open it from Maintenance in the menu.

The lists you can manage

List	What it is
Branch	Your company's locations or offices.
Department	Departments such as Finance, Sales, HR.
HR Group	Groups used to organise staff.
Category	A way to classify employees.
Project	Projects you assign staff to.
Job	Job titles.
Task	Tasks used in your work.
Race	Used for official reporting.
History Type	Types of records kept in an employee's history.
Announcement	Notices to show to staff.

Adding or changing a list item

1. Click Maintenance, then choose the list (for example, Department).
2. To add: click to add a new item, type its name, and Save.
3. To change: click an existing item, edit it, and Save.

tip

Set up Branch, Department and Job before you add lots of employees. Then, when adding staff, you simply pick from the list — faster and more consistent.

warning

Be careful before deleting a list item that is already in use by employees. It is usually safer to rename it than to delete it, so existing records stay correct.