Employee Groups

Employee Groups

Employee Groups

Steps to set up Employee Groups

  1. Go to the Settings dropdown and select “Modules."
  2. Go to the System dropdown and select “Employee Groups.”
  3. To create an employee group, select the [New] button and complete the following fields:
    1. Name – Enter a descriptive name for the group.
    2. Status – Select “Active” or “Inactive” for the employee group’s current status in the system.
    3. Parent Employee Groups (optional) – If the group is a subset of a larger group, select the appropriate parent group.
    4. Code (optional) – Assign a unique code for identification purposes.
    5. Employee from Employee Groups – Select the employees to be assigned to this group. In the dropdown, enable the checkbox for each employee include.
  4. Select the [Save] button to create the employee group.

    • Related Articles

    • Pay Groups

      Pay Groups Pay Groups - Pay Groups allow you to create separate groups of employees that can have different rulesets, such as Shift Rules. To create a new pay group click New and complete the following fields: 1.  Name of the Pay Group. 2.  Set pay ...

    • Individual Employee Timesheet Workflow

      Introduction This tutorial walks through the Workflow for an individual employee when using timesheets. Not all employees and companies create timesheets the same way. We'll show the basics of setting up a timesheet for a single employee and the ...

    • Individual Employee Timesheet Workflow

      After opening the WORKMAX app on your device, perform the following steps to Enter Time. 1. Enter in your PIN number. 2. Select the TIME SHEET option from the HOME screen. 3. On the NEW SHEET screen you can  (See screenshot below): Select from a ...

    • Auto Lunch Override Methods

      Auto Lunch Override Methods Auto Lunch at the Pay Group Level 1. From any WorkMax window, go to Settings > Modules. 2. In the Modules window, go to Time > Pay Groups. 3. Select one of your available pay groups to expand the information. Enable the ...

    • Troubleshooting Why an Employee Can't Select an Asset

      Troubleshooting Why an Employee Can’t Select an Asset Step 1: Turning on the Asset on the cost code/task 1. Note the name of the task in which the employee is unable to select an asset. 2. In the Control Center, go to Settings > Tasks and locate and ...