Add a Group

Manage employee groups

The only default group in the system is Location. This group is required for core scheduling and reporting functions. It cannot be renamed or archived, as doing so may cause backend issues. All other groups such as Department, Division, Business Unit, Company, and Position can be created, customized, and archived as needed.

Create a new group

1. Go to Global Settings > Group Structure.

2. Click the + button to create a new group.

3. Enter a Name and optional Description.

4. Select the Targets:

   • Employees: Use the group for employee records.

   • Devices: Use the group for hardware configurations.

   • All: Applies to both employees and devices.

5. Click Save.

Define the group structure

1. Select the group you just created (e.g., Department).

2. Click Group Structure.

3. Click Let’s get started if no structure exists.

4. For each level:

   1. Click Add.

   2. Enter a Name (e.g., Level 1, Level 2).

   3. Check Required if this level must be filled in for employees.

   4. Check Use in filters to make the level available in reporting and other filters.

   5. Select Employees and/or Devices under Targets.

   6. Click Save.

Repeat to build a complete hierarchy (e.g., Company > Division > Department > Team).