>> My Team >Menu >Settings >Groups

Group similar employees to help you better organize employee and apply policies consistently.

Some common uses for groups are as follow, amongst others:

• Leave Policies – apply consistent leave policies based on employee grade
• Allowances & Commissions – apply automated payments to specific groups
• Attendance Policies – provide automated attendance rewards/penalties
• Expenses – restrict expense types to certain groups
• Announcements – make announcements to only specific groups
• Access Rights – apply restriction of access to an employee that can be found on Employment Info - Team Org
• Leave Rules – create leave rules to specific profile group
• Notifications – specify a group of employees that can also receive notifications
• Shifts – apply various shifts to similar groups

Some sample types of groups are:

• Employee Grade – Emp Tier 1, Emp Tier 2, Mgr Tier 1, Mgr Tier 2, Senior Mgr, Directors
• Employee Type – Manufacturing A, Manufacturing B, Junior Sales, Senior Sales
• Projects – Project A, Project B

Select <ADD GROUP> to create one.

CONFIGURE GROUP

• Name - Name of Group
• Class - select modules on where this group should only be applicable
• Description - brief description of the group (optional)
• Select Groups - select specific group to add, all employees attached to it will be automatically included
  For example: You select "Tech" department, all employees in Tech Department is all automatically added in this group
• Select Employees - when you want to group employees from different Department, Branches, etc., the "Select Employees" will be most applicable.
  TIP: You can either select Groups or Employees only

TIP: For bulk actions, use the Employee Details Worksheet to automatically create and assign groups to employee profiles.

OTHER ACTIONS

• Edit - click "pencil" button to amend
• Delete - click "trash" button to remove permanently