Policy Groups

Policy Groups are created in the Employee Group form.

A Policy Group (an Employee Group of type "POLICY_GROUP") is used to group person records that can be assigned identical settings, such as policies or security roles. The settings are assigned to the Employee Group via the Employee Group Setting form. Note that a person can only belong to one Policy Group at a time.

See Also:

Employee Group Field Descriptions

Create a Policy Group

Modify a Policy Group

Delete a Policy Group

Create a Policy Group

1. Click Main Menu > Employee Management > Employee Group.

2. Click Add.

3. Enter an Employee Group Name.

4. Select the Employee Group Type POLICY_GROUP.

5. Click Save.

Modify a Policy Group

1. Click Main Menu > Employee Management > Employee Group.

2. Select an Employee Group with Employee Group Type POLICY_GROUP.

3. Click Modify.

4. Once you have modified the necessary fields, click Save.

Delete a Policy Group

1. Click Main Menu > Employee Management > Employee Group.

2. Select an Employee Group with Employee Group Type POLICY_GROUP.

3. Click Delete.

4. Click OK to confirm the action.