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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.