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 timesheet 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 timesheet administration responsibilities throughout each company and to define timesheet special 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 add it to the grid using the new code.
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| Description
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Enter a description for the employee group. The description that you enter here appears in the
Group field drop-down list on the Time 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 to the grid using the new code.
|
| Available Employees
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This field displays a list of all employees (in the active company) who are Timesheet users, but who have not yet been assigned to an employee group. Use this list to select and add employees to an employee group. Click one or more employee names in
Available Employees and then click
Add to add the selected employees to an employee group.
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| Employees for this Group
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This field lists all employees (in the active company) assigned to the employee group selected in the Timesheet Groups grid. Use this list to review the membership of employee groups and to select and remove employees from those 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.
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Grid Options
| Field | Description |
|---|
 Timesheet 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. When the Print Preview form displays, click
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 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 this field, in the sequence that you want them to display.
Not all options are available on all grids.
|
 Insert
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Click this option to add a new employee group to the Timesheet Groups grid. Vision inserts a blank row on the grid, directly below the currently selected row. Use this row to enter the new group information.
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 Copy
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Click this option to copy the currently selected employee group to a new row on the Timesheet Groups grid. Vision copies only the group description to the new row. Enter a new group code in the
Group field.
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 Delete
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Click this option to delete the currently selected employee group from the Timesheet Groups grid. You cannot delete a group if it is currently in use in the Timesheet application.
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