Employee Groups

In the Employee Groups screen, you can logically group employees for the following purposes:

• Define your organization to the system

• Assign employees to supervisors/administrators

• Assign/restrict employees to certain charges

• Assign charge favorites to employees

• Provide employee selection criteria for reports and exports

An Employee Group can be a department, office, division, project, etc. In general,

• Employees can be members of multiple groups.

• You can assign supervisors/administrators to multiple groups.

• You can assign charges to multiple timesheet groups.

• Groups may or may not have supervisors/administrators assigned.

• Groups may or may not have charges assigned.

When do I use the Employee Groups screen?

Use this tabbed screen to add, edit, or delete employee groups. If the Employee Security feature is turned on for your security role in the Security Roles screen, the employee groups that you can view, update, and delete is based on your functional role rights.

The Employee Groups screen tabs

These tabs are available in this screen:

• Basic Information: Specify an ID and description for the group

• Employees: Assign employees to the group

• Supervisors: Assign supervisors to the group

• Charge Trees/Branches: Control access to charge trees and branches

• Charge Favorites: Assign charge favorites to all employees in the group

When you add a new employee group, only the Basic Information tab is available. When you enter and save the information on that tab, the others become available.

When you save the employee group, you are given primary supervisory rights over the group