Groups are used to split up your account and make it easier to view. Groups don't change any permissions or levels of access - they simply change how your account looks. You can set up Groups as anything you like (teams, departments etc.) and employees will show under these headings on the Rotas and Employees pages.
Who can set up a group?
Groups impact the entire account so can only be set up by Admin users. Managers and Employees are able to see the Group they are assigned to if Groups are shown on the Rotas page (as determined by an Admin).
Creating a group
Groups can be created through your Employees page. To create a Group, go to the company tab and select Employees. At the top of the page, select 'Edit Groups'.
Next, click the blue plus at the top of the page.
You can then give your new Group a name and click 'Save' - your Group can now be assigned in an employee's profile.
Assigning an employee to a group
To assign an employee to a group, go to your company tab and select Employees. Next, click on the employee you'd like to assign a group to and, on the first page of their profile, use the 'Group' dropdown to select the group you'd like them to be assigned to.
Once done, scroll down to the bottom of the page and click 'Save'.
Viewing groups on the Rotas page
After your groups are set up, you can choose to sort employees by groups on the Rotas page. To do this, go to your Rotas tab, click the 'Tools' menu in the top right corner, and select 'Employee grouping'.
You can then choose from the dropdown to group your employees by default role, group, or not use any grouping.
Once selected, click 'Save' and all employees will be grouped accordingly.