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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.




Navigate

Menu > Settings > Groups 


If this option is not available you can activate it via - 

Menu > Settings > General > Global

Scroll down to System Settings 

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

Update the Global Settings at the bottom of the page by clicking the Update button




Why group employees?


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


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 or payroll automation to select staff

In an organisation, the employees within can be entitled to different awards. 

We can create Groups for select employees and attach different awards to groups of specific employees to manage this.  


Performance analysis

Reports can be generated via Groups. Using the Group configuration we can create Groups for departments of staff to easily capture financial reports across an organisation.



Creating a group


Add new group form:


add-new-employee-group





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) use the Employee Allocation area to select Active or Inactive staff and then display the groups

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

(4) 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.

allocate-employees-to-group