Departments and people from HR address the mail
What moves
Departments and their heads come from HR; Correspondence uses them to route mail to a department, show a department head their own departments' mail, and split reports by department.
Before you start
- HR Management and Correspondence Register in your plan
- Departments with a manager set in HR
- Logins linked to employee records
Step by step
- HR managerHR Management
Sets up departments and names each department's manager.
You see:The departments appear as destinations in Correspondence.
- Mailroom clerkCorrespondence Register
Routes an incoming letter to the Finance department.
You see:The routing names the department, not a person, and the department's head is alerted.
- Department headCorrespondence Register
Opens their work queue as head of Finance.
You see:The letter is there, because the department's manager is its implicit recipient.
- Department headCorrespondence Register
Reads the correspondence of every department they manage.
You see:Only those departments' records are visible to them.
- Records managerCorrespondence Register
Opens the department productivity report.
You see:Items handled, completion time and backlog are split by the HR departments.