Groups

Creating a new Group 

The Groups field can be used for leave approver setup, access restrictions for users or an additional reporting field. If being used as a leave approver function and the Leave Approver is new, you will have to set them up first. Instructions to do so can be found in the following link. If the user already exists, please see instructions below. 

      1. Go to Setup > Groups > +Add

      2. Enter a Value - This will be a short code, to be used of ordering. 

      3. Give your new group a descriptive label, e.g. Manager, Location or Team.

      4. Enable access control - this will be used to restrict user access into this Group.

      

 5. Leave Approver column: Click to highlight the leave approver/s for this group (hold down ctrl to select multiple). This is the user that will receive any new leave request email, and who you want to approve the request.

      

 6. Access column: Click to highlight the users you would like to have access to the employees assigned to this group (hold down ctrl to select multiple).    

​*Note: Please ensure you select yourself before you save the group. If you do not, you will immediately lose access to that Group.

      

  

      7. Click the tick icon on the right-hand side to save any changes. 

Assign Groups to Employees 

Go to People > View People > Employee's Personal Details screen, scroll down to the Job Details section to find the Group field. Update the employees Group as required, then scroll to the bottom of the page and click Save. 

A guide to help Leave Approvers can be found through the following link.

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