Charge Trees Restrictions (Charge Branches)

This non-editable column displays all the employee group descriptions of the groups that are allowed to access the selected charge branch.

This non-editable column displays all the employee group codes of the groups that are allowed to access the selected charge branch.

Use the Filter feature to narrow down the number of employee groups for selection.

Enter the group description or partial description for the group you wish to display.

Select the Search pushbutton to re-populate the results table using the information you entered in the Group Description field as a filter. For example, if you enter "P" in the Group Description field and select Search, all groups not already associated with the charge branch whose description starts with "P" will be displayed. If you select the Search pushbutton with an empty Group Description field, all groups not already associated with the charge branch will be displayed.

The number of groups displayed is determined by the number supplied in the Max Table Rows in the General Options tab of the General Configuration screen. If there are more groups to be displayed, a More pushbutton will display on the bottom of the dialog.

Choose the groups that you wish to add to the Restrictions tab for the charge branch by selecting the checkbox to the left of the group's description. You can select multiple groups. Then select the Add to Charge Branch pushbutton. The Add Employee Groups dialog will remain until you select Close.

Select the Close pushbutton to return to the Restrictions tab. If you added groups to the charge branch, they will display in the table.

Select the More pushbutton to display the next set of groups. If you select groups before selecting the More pushbutton, the system will display the following message. "Current selection of records will be lost. Do you want to continue?"

If you select Yes, the next set of groups will display and the current selection will be cleared. If you select No, the current selection of groups will remain.

Restrictions (Charge Branches)

Two different tabs may display when you select the Restrictions tab in association with the Charges/Branches tab.

If you selected a charge branch, the above tab will display and you can add employee groups to the tab, as is done when adding restrictions to a charge tree.

If you selected a charge, a tab will display where you can add specific employees to the tab. We will discuss this tab in the next section.

A graphical charge tree representation displays at the top of the screen as you drill down into a tree and its branches. Each level above the current level displays as a hyperlink in the graphical charge tree. Select any of these links to display the information at that level.

Table Window

Add Employee Groups

Select the Add Employee Groups function to add an employee group to the charge branch. The employees within the group will have access to the charge branch.

When the screen initially displays, it contains all employee groups that are not already a member of the Restrictions tab.

Delete Employee Groups

Choose the employee group or groups that you wish to delete by selecting the checkbox(es) to the left of the row. Then select the Delete Employee Groups function to delete the row(s) and to remove the employee groups' association to the charge branch.