Understand and Manage Group Structures

1. Define your company’s management hierarchy under Global Settings > Platform Settings > Management Levels.
   

   • Example roles: Administrator, Regional Manager, Manager, Supervisor.

   • Use the ellipsis menu to add subordinate levels.

2. Enable Allow multiple managers if the role will be shared.
   

3.  Create and configure group structures under Global Settings > Platform Settings > Group Structure.

   • Add group types like Location, Department, Position, or custom types.

   • Define if the group type is managed and assign a target (employees or devices).

   • Set up hierarchies up to five levels deep.

   

4. Assign managers using Employees > Manager Assignments.

   

    

5. Use group assignments to control visibility and access.

   • Limit role access (e.g., Payroll Manager, Schedule Manager).

   • Filter employees in timesheets, schedules, and reports.

      

6. Configure alerts for managers via Global Settings > Time Tracking > Alerts.

   • Choose an alert type (e.g., Forgot to clock in), click Edit if you wish to change the settings, OR

   • Click the three dots > Add to add a new alert.

   • Set Audience to Manager.

   • Define Alert Rules and recurrence.

   • Set the Scope by Groups or Custom Fields.

   • Under Who to notify, select Manager.

   • Click Save.

   

7. Use management levels in approval workflows via Global Settings > Platform Settings > Workflows.

    
   

   

   

Add a hierarchy (sub-levels)

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

• To do so, select the parent (e.g., Team) and click Add.
  

If you need help, call (888) 783-1493, email [email protected], or submit a ticket.