You can assign employees to employee groups for timesheets and expense reports. When you assign an employee to a group, the group assignment automatically displays on the Time & Expense tab of the employee's Employee Info Center record.
You can also add an employee to an employee group on the Time & Expense tab of the Employee Info Center. When you add an employee, the employee is automatically added to the
Employees for this Group list for the specified group on the Employee Group tab of Company Timesheet Configuration or Company Expense Report Configuration.
To add an employee to an employee group, complete the following steps:
-
From the Vision Navigation menu, click
or
Company Expense.
-
Click the Employee Group tab on the Company Timesheet Configuration form or the Company Expense Report Configuration form.
-
In the grid, click the row that contains the employee group to which you want to add an employee.
Vision displays a list of available employees in
Available Employees and a list of the selected group's current members in
Employees for this Group.
-
In the
Available Employees list, select one or more employees and click
Add.
-
Click
Save.