Once a Group has been created, employees can then be allocated to the new or existing Groups.
First go to Manage > Groups.
Then select the Group to allocate employees by selecting the checkbox next to the Group name under the Groups list.
Multiple Groups can be configured at the same time by checking them all.
Select the Groups to configure and move to the Employee Allocation and click the Display button to start allocating employees to the selected Groups.
Filters are available to streamline the allocation process -
- Status: Display between Active or Inactive employees
- Employee: Display specific employees
- Groups: Display a specific Group of employees
Select the checkbox to the right of an employees name to assign them to the Group.
You can also use the "Change All" button, to Add or Remove all Staff displayed from the Group.
If you are configuring multiple Groups, hovering over the selection box will indicate which Group you are configuring.
NOTE: Employees can also be allocated to groups on their Employee Profile.