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

 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 group 3 4 groups, 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


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) 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.

allocate-employees-to-group