Setting up Groups

Employee Groups allow you to organize the main schedule view so employees are assigned to a shift and in the order you prefer. Employees can be moved from one group to another anytime during the year.

Create Schedule View Grouping

1. Go to Menu > Organization Setup > Groups & Departments
2. Click on the upper left corner dropdown and select Schedule View Grouping
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3. Select the date that this change should take effect (usually today’s date)
4. Click Add Group
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5. Type a list of groups that you would like. These names can be changed later.
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6. Click Add, Click Save Changes
7. At this point, if you don’t have any employees in the system, you’ll have to add employees, then come back to organize into groups.

Groups: Adding Employees

1. Go to Go to Menu > Organization Setup > Groups & Departments
2. Select Schedule View Grouping from the dropdown in the upper left corner
3. Group Assignments As Of: Set a date that you want this change to become effective
4. Click Load
5. Drag employees that are in the Ungrouped Employees area on the right to the appropriate group on the left
6. Click Save Changes