Configuration - Group Setup

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 mceclip1.png

Step 2: This is the page you will see:

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Group Setup

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 mceclip3.png

Step 2: Enter the description of the group in the field mceclip4.png

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:

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Step 4: State whether the administrator can read only, or they can perform editing. If read-only click on the checkbox

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Step 5: Click on mceclip7.png 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 mceclip8.png icon on the Actions column

Step 2: You will see that the Group ID and Description fields will be enabled for editing:

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Step 3: Once done, click on the mceclip10.png 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 mceclip11.png under the Actions column

Step 2: A pop up window will appear, asking you to confirm the action:

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Step 3: Click on mceclip13.pngThe 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.

Group Assignment

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.

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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.

 

Bulk Import

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.

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Step 1: Click on mceclip16.pngYou 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

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Step 4: Click on mceclip18.pngThe data included in the Excel file will be imported into the system.

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