Understanding and Managing Group Structures in WorkEasy

⚫Group types

⚫Group Structure

⚫Group Values

In WorkEasy, groups play a vital role in organizing employees and teams efficiently. From predefined categories like locations, departments, and positions to customizable group types, users can structure their workforce to meet specific needs. This feature allows for flexible user assignment, hierarchical group structures, and controlled access based on roles. By establishing clear group structures, including up to five levels of hierarchy, organizations can streamline operations, manage roles effectively, and filter employee data easily for enhanced administrative control.

Assigning Groups to Users

You can assign users to groups within their profiles or through the employee groups feature. You can assign each user to one or more groups, such as one location and two departments.

Filtering and Limiting Access by Groups

You can use groups to:

• Limit group access for different roles (such as administrator, payroll manager, project manager, schedule manager, and team manager).
• Easily filter employees within the timesheets, schedules, reports, and much more.

Creating a Group Structure

A group structure represents a type of group, such as a location, department, or position. Within the group structure, we can create a parent group, such as a location, or a hierarchy group, such as Location and Sub Locations, up to five levels deep.

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), define if it's a dynamic group, if the group type is managed, and the group target (employee and/or devices). 
4. Click Save.
   
   
   
5. Click the group to which you want to establish a group structure. This example uses the Teams group.
6. Click Group Structure.
   
   
7. Click Let's get started or Add.
   
   
8. Enter a name, select the applicable fields, and click Save.
   
   
9. Click Save. This will create a hierarchy.
   
   
10. Once you have created the parent, you can add a hierarchy (sub-levels) up to five levels deep. 
11. To do so, select the parent, in this example, Team, and click Add.