Groups

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.

Making a Group inactive

Only make a group inactive if the group is no longer needed. If the leave approver is to be replaced by another user, please keep the group active and use the pencil icon to edit the group accordingly.

1. Click the pencil icon to edit the leave approver of the group, you must re-assign the leave approver role to the main user of the organization and ensure you save this change. 
2. Once saved, click the pencil icon again and untick the higlighted box below then save the change. 
Note: You have successfully made the group in-active if you do not come across an error and the group no longer appears under the "Active" groups list. 


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