Employee Groups

In the Employee Groups screen, you can logically group employees for the following purposes:

• Define your organization to the system

• Assign employees to supervisors/administrators

• Assign/restrict employees to charges

• Provide employee selection criteria for reports and exports

An Employee Group can be a department, office, division, project, etc. In general,

• Employees can be members of multiple groups.

• You can assign supervisors/administrators to multiple groups.

• You can assign charges to multiple timesheet groups.

• Groups may or may not have supervisors/administrators assigned.

• Groups may or may not have charges assigned.

When do I use the Employee Groups screen?

Use this tabbed screen to add, edit, or delete employee groups. An Employee Security feature was available with version 5.1. If you turn on this feature for your security role in the Security Roles screen, the employee groups that you can view, update, and delete will be based on your functional role rights.

The Employee Groups screen tabs

The tabs available in this screen are Basic Information, Employees, Supervisors, and Charge Trees/Branches.

Use the first tab to provide basic information on the item. Use the second tab to add and delete employees from the group. Use the third tab to add and delete supervisors of the group. Use the fourth tab to grant or deny the group access to charge trees/branches.