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Getting Started
  Introduction
  Your business settings
  Export from other systems
  Add an employee
  Clock on/off
  Timesheet Software
  Grouping Employees
  Locations

Rostering
  The roster process
  Roster templates
  Roster calendar
  Calendar View
  SMS Rosters

Timesheets
  The timesheet process
  Timesheet
  Timesheet vs roster
  Timesheet from roster

Payroll
  The payroll process
  A payrun
  Rate rules
  Shift rules
  Break rules
  Deduction rules
  Extra rules
  Time in lieu
  Public Holiday

Leave request
  The leave request process
  Leave request review
  Leave payroll process

Reports
  Group Certificates
  Xero Integration

Other features
  Messaging

SuperChoice
  Processing super

SuperChoice (Old process)
  Super clearing house
  SuperChoice setup
  Adding super fund
  Adding employees
  Super payment

Employees
  Employee console
  iPhone login
  Push notification
  Requesting leave

Developers
  Partner Logo
  API Hello World
  API Add employee

  Print Guide
Guide - groups

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 in the Contact settings

Menu > Settings > General > Contact




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 employee 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, Bakers and Retail 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 for the retail staff.


Example list of groups

Groups




Creating a group


  • Assign the group a name
  • Select a colour for your group, this will help easily identify a group
  • Assign a Manager
  • Click the add button

If you would like you can allocate a manager to a group, not required.


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.


  • The numbers across the top are the ID numbers of the group name
  • Select the boxes to assign each employee to a group
  • Click the update button


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

allocate-employees-to-group