Getting Started
  Your Business Settings
  Export From Other Systems
  Add An Employee
  Clocking Hours
  Timesheet Software
  Grouping Employees
  Management Configuration

  The Roster Process
  Roster Templates
  Roster Calendar
  Calendar View
  SMS Rosters

  The Timesheet Process
  Timesheet vs Roster
  Timesheet from Roster

  The Payroll Process
  A Payrun
  Leave and Public Holidays
  Rate Rules
  Shift Rules
  Break Rules
  Deduction Rules
  Extra Rules
  Time In Lieu
  Worked Public Holidays
  Jobs and Cost Centres

  The Leave Request Process
  Leave Request Review
  Leave Payroll Process
  Skills Matrix

  Single Touch Payroll
  Payment Summary
  Xero Integration
  MYOB Integration

Other features

  Processing Super

SuperChoice (Old process)
  Super Clearing House
  SuperChoice Setup
  Adding Super Fund
  Adding Employees
  Super Payment

  Employee Console
  Smartphone Login
  Push Notification
  Requesting Leave

  Partner Logo
  API Hello World
  API Employee
  API Timesheet
  API Payroll
  API Jobs
  API Roster

  Data Security
  Privacy Policy
  Terms Of Use

  Print Guide

Grouping Employees

You have the ability to group your employees, this guide will teach you how to group them and the benefits of doing so.


Menu > Settings > Groups Settings Menu

If this option is not available you can activate it via 

Menu > Settings > General > Global Settings Menu

scroll down to Feature Settings 

Within Feature Settings, you must click on Groups (set to NA by default) 

Group Settings

Please remember to update at the bottom of the page when you have updated this option Update button

Why group employees?

There are many reasons you would want to group your employees, here are a few examples

Performance analysis

In the below example we have setup 4 groups, group 3 is Bakery 1 and group 4 is Bakery 2.

You can generate reports that give you totals of these groups.

This information can be used to determine which Bakery is performing the best.

Roster management

When creating an employee roster we can display all the employees from a particular group.

This gives us the ability to see who we have on for the day at each individual store.

If a manager is setting the roster for their employees they can display the employees that are important to them.

Assigning awards

The below example also has 2 more groups, Baker and Dairy staff.

All Bakers across the business receive the same award.

Thus they can be grouped together and rules can be created to automatically calculate their award.

The same applies to the Dairy staff.

Example list of groups:

List of Groups

Creating a group

  • Assign the group a name
  • Click the add button
  • Designate if you want new employees automatically added to the group.

Add new group form:


Allocating employees

Allocating employees to a group is very flexible.

You can allocate employees to 1 group, multiple groups, no group, etc.

(1)Select the group you wish to add employees too on the left-hand side with the check boxes.

(2) The numbers across the top are the ID numbers of the group name

(3) Select the boxes to assign each employee to a group

Following on from the above example we see that Bob Anderson is a Baker working at Bakery 2.