Groups - an overview

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Groups provide a flexible way of classifying employees for selection and reporting. You may create up to five different types of group, e.g. branches, cost centres, staff grades.


When viewing data and reporting you will be able to select those employees allocated to a particular group.


Where you have set up group types, a bar will appear at the bottom of the outlook bar. Clicking a particular group bar will reveal an icon for each subgroup. By clicking on a subgroup icon, the relevant subset of employees will be shown on the employees screen.


For example, by setting up the group type "locations" a bar called "locations" will appear at the bottom of the outlook bar. By selecting the bar, the particular locations set up will appear as icons, each containing the subset of employees allocated to that location.


To allocate employees to a particular group use the Employee Details screen.