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Creating an Employee Group Entry

If there are many employees in your organization, you can create groups and assign employees to these groups for easy management of the employees’ data and entries. For example, you could create groups for—

• Employees working on a common project.
• Employees working in a common department, say a group for all employees of the Animation department.
• Employees from a particular branch, say a group for all employees of your office in another country.

To create an Employee Group entry:

1. Click on Employee in the Process Management tab.

   The Manage Employee screen will appear.

   

2. Click the Add button in the Employee Groups panel.

   The Employee Group dialog box will appear.

   

   The following table describes the various items in the Employee Group dialog box—

   Item	How to use the Item	Default Value (if any)
   Group Name	Type a unique name for the group.
   Not in group	The Not in group panel displays the names of employees who have not been assigned to the group.
   In group	The In group panel displays the names of employees who have already been assigned to the group.   Note: If you are creating a new entry, the In group panel will be empty until you add members to the group.
   The Add button	Select one or more employee names from the Not in group panel and click the Add button to add the employees to the group. When you click the Add button, the employee names that you have selected will shift to the In group panel, indicating that the employees are now members of the group.
   The Remove button	Select one or more employee names from the In group panel and click the Remove button to remove the employees from the group. When you click the Remove button, the employee names that you have selected will shift to the Not in group panel, indicating that the employees are no longer members of the group.
   Group Manager	If you want to assign a manager for the group, click the  button in the Group Manager panel and select an employee as a manager.   Note: Office Timesheets uses the group manager during the approval process. When you make an employee a group manager, the employee is responsible for reviewing and approving the timesheets for each member of the group.     Tip: The person you select as the group manager need not be a part of the group. This allows you to assign a group manager without changing existing employee groups that you may have set up for other features such as task rules.

   
   

3. Once you have made all the selections and specified the other details, do one of the following—

   Do this...	To...
   Click the Save & New button	Save this Employee Group entry and start creating a new Employee Group entry.
   Click the Save & Close button	Save this Employee Group entry and return to the Manage Employee screen.
   Click the Cancel button or the Close button on the top right corner of the Employee Group dialog box	Return to the Manage Employee screen without saving the new Employee Group entry.

See also