General Settings
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      Groups Overview

      An overview of Groups and how to add additional Groups for organizational purpose

      If you don't see Groups listed in the Global Settings, please contact support for assistance

      By default, the Location, Department, and Position Groups can be added in the Initial Setup Wizard

       

      Groups Overview

       

      What is a Group? A Group is an Assignment Scope that contains specific instances within the scope. For example, you could add a Group called "Management" and add instances to the Management Group such as Team Leads, Assistant Managers, or Supervisors. 

       

      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, click here

       

      Instructions

       

      1. Click the Global Settings Cog Wheel 

       

       

      2. Select Organization Groups

       

       

      3. Click       and select Add    

       

      4. Enter a name for the new Organization Group

       

      Is self maintained (aka Dynamic Group - conditional grouping calculated on a daily basis)

       

      Is managed - Enables you to choose a management level for this group 

       

      5. Click   

       

      6. Click the new Organization Group

       

      7. Click the Ellipsis and select Group Structure

       

       

      8. Click   

       

      9. Click      and select Add    

       

      10. Enter a Name

       

       

      11. Click   

       

      The new Organization Group will appear under EasyHR > Organization Groups