Creating groups of individuals

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

To create a group of individuals:

1. Go to Payroll.
2. Under Catalogs, click Individuals.
3. In the Individuals catalog, click Create group.
4. In the displayed dialog, enter or select the following:
   • Description. A group name or short description.
   • Group. The parent group for the new group.
     Note. To create a group at the root level, leave the Group field blank.
5. Click Save and close.

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

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

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

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