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Groups are a useful way to categorise Employees. A practical Groups structure makes it easy to find Employees and run reports.

Create a new group

1. Login to the Office app.

2. Select Admin

   /

   > Groups from the top menu.

3. Click Add new group.

4. Enter the new

   Group

   group's title and description (optional).

5. Save your changes.

Add Employees to a Group

1. Login to the Office app.

2. Select Admin

   /

   > Groups from the top menu.

3. Click the

   Group

   group you want to add

   Employees

   employees to.

4. Click Add employees.

5. Using the dropdown, select as many

   Employees

   employees as required.

6. Save your changes.

Remove an Employee from a Group

1. Login to the Office app.

2. Select Admin

   /

   > Groups from the top menu.

3. Click the

   Group

   group you want to remove an

   Employee

   employee from.

4. Find the

   Employee

   employee by scrolling or using the search field.

5. Click the  button to remove the

   Employee

   employee.

6. Save your changes.

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Edit an Employee's Groups

1. Login to the Office app.

2. Select Admin

   /Employees

   > Groups from the top menu.

3. Select the Employee you wish to edit.

4. Click Edit.

5. In the Groups field, click the dropdown to select as many

   Groups

   groups as you wish to add:

   1. You can remove a single

      Group

      group by clicking the  next to its name.

   2. You can remove all

      Groups

      groups by clicking the  next to the dropdown arrow.

6. Save your changes.

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