Group Definition

The Group Definition form is used to define how many levels are allowed in a specific hierarchy. Each group definition record inside a hierarchy functions as a placeholder for the level it is assigned as. For example, if you want to add four levels to a hierarchy, you must create four group definition records for the hierarchy, with group level numbers 1, 2, 3, and 4.

Note: You must have a hierarchy available before you add a group definition record. Hierarchies are created on the Hierarchy Definition form.

See Also:

Group Definition Field Descriptions

Find a Group Definition Record

Create/Add a Group Definition Record

Modify a Group Definition Record

Delete Group Definition Record

 

Group Definition Field Descriptions

Level Number

The level number defines the level in the hierarchy that a specific employee group type may fall into for this specific hierarchy.

The level number can be any number between 1 and infinity. The highest level number is 1.

Note: Only one level number can be added at one time. For example, if you want to add four (4) levels to a hierarchy, you must create 4 group definition records for the hierarchy, with group level numbers 1, 2, 3, and 4.

Element Name

The identifying name of the placeholder.

Update Date, Updated By

These fields display when the record was created or updated, and the person who created or updated the record.

 

Find/View a Group Definition Record

  1. Click Main Menu > Administration > Hierarchy > Hierarchy Definition.

  2. Find the Hierarchy Definition record you want to view.

  3. Navigate to the Group Definition tab below to view the details.

 

Create/Add a Group Definition Record

  1. Click Main Menu > Administration > Hierarchy > Hierarchy Definition.

  2. Select the record to which you want to add a Group Definition.

  3. On the Group Definition tab click Add.

  4. The level number will default to then next available number. 1 (one) is the highest level and 2, 3, 4, etc. fall below.

  5. Enter a name for the Group Definition.

  6. Click Save when you are finished.

 

Modify a Group Definition Record

Note: You cannot modify level numbers.

  1. Click Main Menu > Administration > Hierarchy > Hierarchy Definition.

  2. Select the record that contains the Group Definition you want to modify.

  3. Navigate to the Group Definition tab below.

  4. Select the Group Definition record and click Modify.

  5. Modify the name.

  6. Click Save when you are finished.

 

Delete a Group Definition Record

  1. Click Main Menu > Administration > Hierarchy > Hierarchy Definition.

  2. Select the record that contains the Group Definition you want to delete.

  3. Navigate to the Group Definition tab below.

  4. Select the Group Definition record and click Delete.

  5. Click OK to confirm the action.