Managing Employee Groups

Manage your list of defined employee groups using the employee group manager.

• Group names must be unique.
• Employees can only be assigned to a single group.
• In order to manage employee groups, you must be granted access to do so.
• You may be presented with a list of employees when deleting a group; said list will include all employee records that will be affected by the action.

Creating a new employee group

1. Navigate to the 'Admin' area using the system menu.
2. Expand the 'Workforce' section and find the item with the header 'Employee Groups'.
3. Click/press the button 'Manage'.
4. Once the dialog/window has opened, click/press the 'New' button.
5. Enter the unique name of the group.
6. Click/Press the 'Save' button.

Updating and existing employee group

1. Navigate to the 'Admin' area using the system menu.
2. Expand the 'Workforce' section and find the item with the header 'Employee Groups'.
3. Click/press the button 'Manage'.
4. Once the dialog/window has opened, find the record you want to change and click/press the 'Edit' button.
5. Make the required changes.
6. Click/Press the 'Save' button.

Deleting an employee group

1. Navigate to the 'Admin' area using the system menu.
2. Expand the 'Workforce' section and find the item with the header 'Employee Groups'.
3. Click/press the button 'Manage'.
4. Once the dialog/window has opened, find the record you want to change and either:
   • Click/press the 'Down' arrow next the 'Edit' button and select 'Delete'.
   • Click/press the 'Edit' button and click/press the 'Delete' button once the record as loaded.
5. When prompted, click/press the 'Delete' button on the confirmation dialog.
6. If there are any employees in the group then you will be presented with an impacts dialog.
   Once you've reviewed the list of impacts click/press 'Continue'.