Groups
Groups are used during scheduling of appraisals, training, and competency checklists. They are used to group together positions/departments that have the same scheduling demographic.
Example: You can create a Leadership group that consists of all management positions if leadership is evaluated on a different date than the rest of the staff, or if leadership consistently has trainings assigned that are specific to that group.
Exceptions can be added that exclude subsets of the group (employees and/or departments) from being included in the group activites/assignments. Assignments can be removed from groups as well.
Group types
The available group types include:
- Compensation.
- Data Access.
- People.
- Role.
- Schedule.
Creating a group
To create a group:
- Click the Add button. This opens the Add Group window.
- Enter a Group Name.
- Select a Group Type from the drop-down list.
- Select if you wish to add Facility/Department/Positon or Employee to the group.
- Browse the company hierarchy or use the available search fields to locate the desired entity.
- Select the desired entity from the Choices list and use the arrow button to move them to the Selected list.
- Click the Add button. Selected entities are added to the Group Assignments table.
- Click the Save.
Clicking the Save button adds the new group. You can now edit the group to include Exceptions, if necessary.