3. Groups

Initial Setup Wizard Part 3: Group

Groups provide a way to add Locations, Departments, and Positions

Groups are also used for assigning configuration rules, such as Overtime, Breaks, Rounding, etc.

There are 3 Assignment Scopes that are used for assigning rules within the software: Company, Group, and Employee.

To learn more about the Assignment Scope Hierarchy, see The Assignment Scope Hierarchy

Instructions

Click to add an instance to a Group

Click to delete an instance from a Group

Click to add the Departments Group (optional)

Click to add the Positions Group (optional)

Click to make the Group a required field when creating a new employee

To add more Groups after the Initial Setup, see How to Add Groups

Click to proceed