Manage Groups

The Manage Groups windows provides the user with the opportunity to define their own sets of employee groups. Different groupings can be defined based on the following group categories: Custom, location, department, and job position. To access the employee groupings, click on manage group option for the specific group category under the "Employees" menu. There is no limit to how many groups can be created but the name of the group cannot be the same as the name of a group in any other group category. For example, if a department named "Sales" already exists, a job position named "Sales" cannot be created.

•	Add / Remove / Rename Group

Add Group

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To create a new local group, just enter the name and click "Add Group." An empty group will then be created. The members for the new group can then be set on the "Set Groupings" tab. The name of the group cannot be the same as the name of a group in any other group category. For example, if a department named "Sales" already exists, a job position named "Sales" cannot be created.

o	Remove / Rename Group

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To remove an existing group, select the group from the group list and click "Delete Group." The group will then be permanently deleted. To rename an existing group, select the group from the group list and enter in the new group name. Then click "Apply" to save the new name. The name of the group cannot be the same as the name of a group in any other group category. For example, if a department named "Sales" already exists, a job position named "Sales" cannot be created.

•	Set Groupings

o	These controls provide the ability to manually control the employee groupings. Groupings are also automatically maintained in work status entries. These work status groupings can only be modified in the applicable work status entry and not through these grouping controls.

o	Add to group (>>>)

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After selecting a group in the group list, an employee can be added to the group by selecting the employee in the "Remaining users" list and clicking the ">>>" button. That selected employee will then move to the "Current group members" list. To save any group membership changes, click the "Apply" button. To undo any group membership changes made since the last save spot, click the "Reset" button. Once the "Apply" button is clicked, the membership changes are saved and cannot be "Reset" to their previous state except by manually adding and removing the employee from the group.

o	Remove from group (<<<)

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After selecting a group in the group list, an employee can be removed from the group by selecting the employee in the "Current group members" list and clicking the "<<<" button. That selected employee will then move to the "Remaining users" list. To save any group membership changes, click the "Apply" button. To undo any group membership changes made since the last save spot, click the "Reset" button. Once the "Apply" button is clicked, the membership changes are saved and cannot be "Reset" to their previous state except by manually adding and removing the employee from the group.

Note: If you attempt to remove an employee from a group but find that it will not stay removed, it is likely that the grouping was created because the employee is associated with the group through a work status entry. If you still wish to remove the employee from the group, it is recommended that you alter the work status entry. Otherwise, in the group membership window, select Force Delete from the Additional Options entry under the File menu. This will override any automated management of group memberships and allow you to remove the employee from the group.