Creating groups of employees

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In the Employees catalog, you can create groups to classify employees by a certain characteristic. When there are many employees, it can be hard to navigate through the catalog. Groups help make navigation easier and save time on search for certain employees.

To create a group of employees:

1. Go to Payroll.
2. Under HR recordkeeping, click Employees.
3. In the Employees catalog, click Create group.
4. In the displayed dialog, enter or select the following:
   • Group code. A group ID. It is automatically generated when you save the group. You can edit the ID.
   • Description. A group name or short description.
   • Parent group. The parent group for the new group.
     Note. To create a group at the root level, leave the Parent group field blank.
5. Click Save and close.

The new group appears as a folder in the Employees list.

To add employees to a group, do one of the following:

• Drag-and-drop an employee to a group. To add multiple employees, select them while holding down Shift or Ctrl. Then drag-and-drop them to a group.
• Double-click an employee line. Then, on the employee's card, in the Group field, specify a group and save the changes.

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