>> My Team >Menu >Settings >Groups
Group similar employees to help you better organize employees and apply policies consistently.
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Some common uses for groups are as follows, amongst others:
Leave Policies – apply consistent leave policies based on employee grade
Allowances & Commissions – apply automated payments to specific groups
Attendance Policies – provide automated attendance rewards/penalties
Expenses – restrict expense types to certain groups
Announcements – make announcements to only specific groups
Access Rights – apply restriction of access to an employee that can be found on Employment Info - Team Org
Leave Rules – create leave rules for specific profile group
Notifications – specify a group of employees that can also receive notifications
Shifts – apply various shifts to similar groups
Here are some sample types of groups are:
Employee Grade – Emp Tier 1, Emp Tier 2, Mgr Tier 1, Mgr Tier 2, Senior Mgr, Directors
Employee Type – Manufacturing A, Manufacturing B, Junior Sales, Senior Sales
Projects – Project A, Project B
Group Configuration
- Name - Choose the desired name for the new group
- Class - Clasify the group function
- Select Group - Select a specific group to add; all employees attached to it will be automatically added. Can add more than one group
- Select employees - Select by employees if you want to add cross-department, position, or branch
You can either select Groups or Employees only
For bulk actions, use the Employee Details Worksheet to automatically create and assign groups of employee profiles
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