> Payroll tasks / Desktop options / Employee groups / Working with employee groups

Working with employee groups

Open the FAQ section

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Using Sage 50 Payroll you can group employees together and display them on your payroll desktop, giving you quicker access to the records you need. For example, you may want to see a list of employees who work part time or have company cars.


How do I do this?

Create a new employee groupOpen this section

  1. Desktop > New Employee Group.
  2. In the Description box > enter the name of the group, for example, Part time employees.
  3. If you want all your payroll users to be able to view this group, select the This Employee Group is available to all Users check box.

    Otherwise the group is only made available to the person who created it.

  4. To save your changes > OK.

Change the details of an existing employee groupOpen this section

  1. From the Employee Groups tree view > select the group you want.
  2. Desktop > Edit Employee Group.
  3. Using the boxes provided, make the changes required.
  4. To save your changes > OK.

Delete an employee groupOpen this section

  1. From the Employee Groups tree view > select the group you want.
  2. Desktop > Delete Employee Group > Yes.

Your next step:

  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.

Need more help? You may find the Questions and Answers section useful.


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