Add Employees Dialog Box

Use the Add Employees dialog box to add an employee to an Employee Group.

Location

To display the dialog box, complete the following step:

  1. From the Administration menu, click Users and Groups > Employee Groups.
  2. On the Employees tab, click Add Employees.

Contents

Dialog Box Fields

When the Add Employees dialog box first opens, all employees that are not already a member of the group are displayed in the results table.  

Note: The Employee ID column displays only if you selected the Show Employee ID check box in the Miscellaneous tab of the General Configuration screen.
Field Description
Filter

Use the Filter feature to narrow down the number of employees for selection.

Last Name

Enter the employee last name or partial last name for the employees you wish to display.

Search

Select the Search button to re-populate the results table using the information you entered in the Last Namefield as a filter. For example, if you enter P in the Last Namefield and select Search, all employees who are not already a member of the group whose last name starts with "P" will be displayed. If you select the Search button with an empty Last Namefield, all employees who are not already a member of the group will be displayed.

Add to Employee Group

Select the employees that you wish to add to the group by clicking on the button to the left of the employee's name. (You can select multiple employees.) Then select the Add to Employee Group button. The Add Employees dialog will remain until you select Close.

If you try to add an employee to a group when he or she already belongs to another group of the same type and you have selected the Restrict Occurrence check box in the Employee Group Types screen for this group type, the following message displays: Because of the group's type, the selected employees may be transferred out of other groups. Do you want to continue?