Employee Group Tab of Company Expense Report Configuration

Use the Employee Group tab to add, copy, and delete employee groups and to add or remove employees from employee groups in the active company.

Creating employee groups lets you organize employees into discrete groups for expense report entry, editing, submitting, approval, and posting purposes. For example, you can establish groups for the employees who share the same job function, work in the same department, or work in the same office.

Use employee groups to distribute expense report administration responsibilities throughout your company and to define expense categories.

You can sort information on the Employee Group tab by employee group code or description.

Contents

Field	Description
Group	Enter an alphanumeric code to identify the employee group. After you add and save an employee group, you can change the description information for that group, but you cannot change the group code. To change the group code, delete the employee group and then add it back to the grid using the new code.
Description	Enter a description for the employee group. The description that you enter here appears in the Group drop-down list on the Expense tab of the Employee Info Center. After you add and save an employee group, you can change the description information for that group, but you cannot change the group code. To change the group code, delete the employee group and add it back to the grid using the new code.
Available Employees	This field lists all employees who are Expense Report users, but who have not yet been assigned to an employee group. Use this list to select and add users to an employee group.
Employees for this Group	This field lists all employees who have been assigned to the employee group selected in the Expense Report Groups grid. Use this list to review the membership of employee groups and to select and remove employees from employee groups. Click one or more employee names in Employees for this Group and then click Remove to remove the selected employees from an employee group.

Grid Options

Field	Description
Expense Report Groups Drop-Down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
Insert	Click this option to add a new employee group to the Expense Report Groups grid. When you click Insert, Vision inserts a blank row on the grid, directly below the currently selected row. Use this blank row to enter the new group information.
Copy	Click this option to copy the currently selected employee group to a new row on the Expense Report Groups grid. When you click Copy, Vision copies only the group description to the new row, you must enter a new group code in the Group field.
Delete	Click this option to delete the currently selected employee group from the Expense Report Groups grid.