Create an employee group
Group setup allows you to separate the employees into specified groups managed by different managers. For example, if you have multiple branches, each with their own manager, you can use this to delegate administrative work such as the updating of time clock or approval of attendance records to these administrators.
Step 1: Click on
Step 2: This is the page you will see:
This page is where you can create/add new groups as well as delete any groups you do not need.
To create/add a new group
Step 1: Give a Group ID in the field
Step 2: Enter the description of the group in the field
Step 3: Select the Administrator by clicking on the field and a list of users like below will appear. Just select the person/persons in charge:
Step 4: State whether the administrator can read only, or they can perform editing. If read-only click on the checkbox
Step 5: Click on to complete the setup
To edit an existing group’s details
Step 1: Look for the group you want to edit and click on the icon on the Actions column
Step 2: You will see that the Group ID and Description fields will be enabled for editing:
Step 3: Once done, click on the icon under the Actions column
To archive an existing group
Step 1: Look for the group you want to archive and then click on the icon under the Actions column
Step 2: A pop up window will appear, asking you to confirm the action:
Step 3: Click on The group will not appear in the list anymore.
NOTE: You can also archive several groups at a time by putting a tick beside the names of the group and then click on the button on the lower right corner of the screen.
After creating the groups, you can then move on to Group Assignment to assign the users to the respective groups. The group administrators can then assist employees with attendance related issues as well as to approve timesheets for those who are reporting to this group.
To assign the staff to different groups, click on the field under the Group column, and then choose from the groups in the list. The system will automatically save the choices for you. Please note that you can only assign a staff to one group.
If you have a lot of users and groups, you can utilize the Bulk Import Function on this page. This will allow you to create groups, assign users to the different groups by completing the template.
Step 1: Click on You will then get an Excel file that includes the existing groups in your system.
Step 2: Complete the required details and then save the file.
Step 3: Drop the file in the field
Step 4: Click on The data included in the Excel file will be imported into the system.