How to Move an Employee to a Different Group

1. Go to Menu > Organization Setup > Groups & Departments
2. Select Schedule View Grouping on the upper left dropdown menu
3. Enter the date that you want these changes to take effect
4. Click LOAD button

5. Click the triangle to open the list on the shift you will be moving an employee from
6. Use the move box to drag and drop the employee to a new group and release
7. Click SAVE CHANGES button

Note: The Group Assignments As Of date will overwrite any future changes that have been made.

Schedule Pattern

Do you need to change the employee's schedule (days off, times worked, activities worked)?

Many times at this point you will need to change the employee's schedule pattern to match the new group they were moved to. This is accomplished by editing their schedule pattern. 

Steps to change the shift:

1. Go to Menu > Set up Schedules
2. Where "None" appears, select the group that the employee is in
3. Click on the existing schedule pattern. Be sure that you are not selecting an older pattern, but the current pattern
4. Change the Pattern Start Date to the date that the employee is moving to another shift, then edit the times, activities, days off, click Save.

See the full document here: Setting up Schedules