Establishing Groups

>> 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