How To: Add or Update Employee Groups

Employee groups are used to define a specific subset of employees and can be used to target communications, workflows, or assign manager access to those employees.

On the Home dashboard, hover over the Admin Tools icon and select Company Groups. If you don't see this option on your dashboard, navigate to Main Menu > Settings > Global Setup > Groups > Employee Groups Configuration.

  

Add a New Group

Click on the New Group button to begin.

Choose whether you want to set up a Filter Based or Regular Group. 

Adding a Filter Based Group

Enter a Name for the group.

In the Filter section, select No Match and select Delete to clear all filters. Add is now the only available Filter Action.

Select Add. Find the criteria you want to use for your filter and click on Select Filter (flag icon). 

Select the attribute for the filter. If additional criteria is needed, select the appropriate operator and continue to add filters. 

AND: Retrieves only results that contain both attributes. Ex. Pay Type: Hourly AND Security Profile: Manager results in only the salaried employees that are also assigned the manager security profile.

OR: Retrieves results for either attribute. Ex. Pay Type: Hourly OR Security Profile: Manager results in all salaried employees regardless of security profile and all employees with the manager security profile regardless of pay type.

NOT: Retrieves results for all other defined attributes except for this attribute. Ex. Pay Type: Hourly AND NOT Security Profile: Manager results in only the salaried employees who are not also assigned the manager security profile.

Select Save. The resulting group appears on the Account Groups page and automatically includes any members that match the defined attributes. View members of the group by selecting View Group Permissions. 

Adding a Regular Group

Regular groups allow you to directly assign members to the group. Select the employees from the Members Not In the Group list, and click Add To Group. 

Now those employees will appear as Group Members. 

Click Save to save the group.

Update an Existing Group

Click on the pencil icon to view the settings of the group that needs to be updated. 

Note: Some group types are automatically generated based on other settings within the system and cannot be manually updated. Examples include Direct Manager or Managed Cost Center group types. 

In the group settings you can add or remove members of Manual group types or adjust the filters on Filter Based group types. 

 

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