Employee Maintenance
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      Adding or Editing Groups

      Adding or Editing Groups Help for Administrators. Managing Employee Information.

      • Select Employees from the Admin menu.

      • Click the arrow to open the folder next to Employees, then select Groups. The list of Groups records appears.

      • To add a new group record, click New.

      • To edit an existing group record, select the group you want to change then click Edit.

      • The Group screen appears.

      Complete or edit the following fields:

      • Group Name – Enter a short, descriptive name for the group such as a branch name, department name or a specific job title (New Hire, 2023 Compliance, etc.). 

      • Filter by Branch, Filter by Position – Select one or more branches and/or positions to filter the list of employees displayed in the Available Employees pane. To select multiple branches or positions, press CTRL, then select multiple items.

      • Select and move employees that you want to assign to this group from the Available Employees pane to the Assigned Employees pane.

      • Click Update to save the new group.