Q: Employee group

To create a new Employee Group, see Working with employee groups.

Yes. To change the name of an Employee Group:

1. From the Employee Groups tree view > select the required name.
2. Desktop > Edit Employee Group.
3. In the Description box, amend the name as required > OK.

Yes. To delete an Employee Group:

1. From the Employee Groups tree view > select the required name.

2. Desktop > Delete Employee Group > Yes.

   If you delete a group and are unable to view all your employees, from the top of the Outline tree view pane > All Employees.

No. If you delete an Employee Group you are only deleting a way of categorising your employees. You can't delete employees in this way.

To display the Criteria and Employee Groups tree views > from the horizontal toolbar > Outline.

When a group is created by a user, it can only be seen by that specific user unless the This Employee Group is available to all Users check box is selected.

Yes. Each user can create their own list of Employee Groups so that they can easily identify certain employees.

Assigning employees to groups is just a way of identifying employees who have something in common. For example, one user may want to view part time and full time employees separately and another user may want to view employees who have company cars.

To assign employees to an Employee Group:

1. To assign employees to an employee group > from the employee list, select the required employees.
2. Right-click > Assign To Group.
3. From the Employee Group(s) window > select the required group > Save.

Employee names can only appear in the Employee Groups list once they have been assigned to a group.

Yes. An employee can be assigned to several groups.

Assigning employees to groups helps to identify employees who have something in common. For example, they may all work part time, or be part of a car sharing scheme when travelling to work.

To revert back to the normal list of employees, from the Outline tree view pane > All Employees.