How to Create an Employee Group

Navigate to Employee Groups
- Go to the Setup section and select Employee Groups.
- View any existing groups on the right-hand side at the top.
Create a New Group
- Click New to start creating a new group.
- Enter a Group Name and Description (optional).
- Link the group to an appropriate Level for classification.
Add Employees to the Group
- Click the Gray dots next to the employee names to select multiple employees at once.
- Click Add, then Done.
Set Group Properties
- For each group, define properties that apply to all employees:
  - Level: Assign a suitable level (e.g., Apprentice, Manager).
  - Capabilities: Choose the services or tasks employees are qualified to perform (e.g., massage, body scrub).
  - Schedue: Link employees to a standard work schedule or roster.
Assign Capabilities
- Select the specific Capabilities that apply to the group (e.g., massage, body scrub).
- Click Done to confirm.
Assign a Roster
- Click Add to link a Schedule Template to the group.
- Choose a Date Range (e.g., from 28th to 3rd) to apply the schedule to all employees in the group.
- Confirm the changes by selecting Yes.
Final Confirmation
- Review all selections and confirm by clicking Done.

Employee groups help organize employees based on levels, capabilities, and rosters.
Grouping employees enables efficient management of schedules and roles.
Capabilities and rosters can be applied to the entire group, saving time on manual adjustments.

Employee groups allow you to organize your team based on various factors such as role, capabilities, and roster. This feature simplifies management by enabling bulk actions for multiple employees at once.