Understand and Manage Group Structures

  • Published on Jun 13, 2025
  • 1 minute(s) read
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In WorkEasy, groups play a vital role in organizing employees and teams efficiently.

Group types

Groups can be created using predefined types like Location, Department, or Position, or you can define your own custom types. These categories help segment your workforce to align with reporting needs, scheduling, and permission controls.

Group structure

Each group type can include a hierarchical structure. For example, you can define a top-level group such as Region with subgroups like District and Store, building up to five levels deep. This structure supports accurate reporting, filtered views, and controlled access throughout the system.

Group values

Group values are the individual items that fall under each group type. For example, under the group type Department, you might define values like Sales, Support, and Engineering. These values are selectable when assigning employees to groups.

Assign groups to users

You can assign users to groups from their profiles or by using the Employee Groups feature. Each user can belong to one or more groups, for example, one location and two departments.

Filter and limit access by groups

You can use groups to:

  • Limit access for roles such as administrator, payroll manager, schedule manager, or team manager.

  • Filter employees in tools like timesheets, schedules, and reports for targeted management.

Create a Group Structure

To create a group structure, you need to define the group type first:

  1. Navigate to Global Settings > Platform Settings > Groups Structure.

  2. Click the ellipsis > Add.

  3. Enter the name, description (optional).

  4. Define if it's a dynamic group, if the group type is managed, and the group target (employees and/or devices).

  5. Click Save.


Create the hierarchy for that group type

  1. Select the group (e.g., Teams) and click Group Structure.

  2. Click Let's get started or Add.

  3. Enter a name, select the applicable fields, and click Save.
     

  4. Click Save. This will create a hierarchy.
     

Add a hierarchy (sub-levels)

Once you have created the parent, you can add a hierarchy up to five levels deep.

  1. To do so, select the parent, in this example, Team, and click Add.
     

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