Groups

Creating a group is a concept of identifying a subset of workers based on custom or pre-determined criteria. The Groups view displays a group of workers who can be selected and used in other screens within the application. The user can add, edit, or end date a group.

Add a Group

1. Click Company  in the top right corner of the screen.

2. Click Groups in the Views listing.

3. Click the add button next to Groups in the toolbar. The Add Group screen displays.

4. Enter a title for the group in the Name field.

5. Select the applicable option from the Type drop-down menu:

   • Select Automatic to base the group on the options selected from the drop-down menus. The members are updated in the member grid and automatically updated based on the data that is stored on each person within the application.

     If Department 100 is selected, results containing Department 100 display.

   • Select Manual to create a custom group of workers by choosing from a list of all people within the company. A Manual group contains workers who may not have data in common.

     A Manual group can contain a list of workers who are both part-time and full-time.

6. Select the applicable option from the Availability drop-down menu:

• • Select Public to create a group that all users within the company can access and modify, if desired. If the user is not the person who created the group, the user receives different prompts when making modifications than the person who did create the group.

  • Select Private to create a group that can only be used by the user creating the group. These groups are not available to other users within the company.

7. Select the appropriate options from the Group search drop-down menus. Multiple options can be selected to narrow the results.

8. Click Search. The results display in the Members grid.

   If creating a manual group: Select the individual members to add, then click Add Selected to Members. The members display in the Members grid. To search by an individual person, enter any available information in to the Last Name, First Name, Social Security #, or Employee ID # field.

9. Click:

• • SAVE to save the record.

  • BACK to navigate back to the Group grid view. The changes display but are not saved.

  • SAVE & NEXT to save the changes and move to the next group within the grid.

Edit a Group

1. Click Company  in the top right corner of the screen.

2. Click Groups in the Views listing.

3. Click the edit button for the group you want to edit. The Edit Group: Name screen displays.

   Public groups are available for everyone to view. The owner of the public group can edit and replace the existing group. Users who did not create the public group can edit and save a new version of the group, with a different name. Private groups are only visible to the owner who created the group giving them the capability to view and edit. Users who are not the owner will not see the group listed.

4. Edit the applicable fields. To remove a member from a manual group, click the delete button next to the member’s name.

5.  Click one of following:

• • SAVE to save the record. If prompted, click Update the group with my changes, then click Continue.

  • BACK to navigate back to the Groups view. The changes display.

  • SAVE & NEXT to save the changes and move to the next group in the grid view.

Delete a Group

In the Groups view, the delete button deletes the group. It does not end date a group.  This means that after a group is deleted, it cannot be restored and must instead be recreated.

1. Click Company in the top right corner of the screen.

2. Click Groups in the Views listing.

3. Click the delete button   for the group you want to delete.

4. When prompted, click YES.

   If the group is public and the user did not create the group, the group cannot be deleted.