Group of employees: Creation, Modification, Deletion

Group of employees: Creation, Modification, Deletion

An employee group allows you to filter employees in schedules and timesheets.
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Example of use:
Your employees are located in two different departments use a group of employees to select the few people that interest you instead of displaying everyone in the 2 departments.
InfoAn employee group is unique to each user. This means you need to share it if you want other managers to access the same group.

Additionally, please note that the employee group does not update automatically when you hire a new employee. You will need to add them manually to keep your group up to date.

Create an employee group

  1. On the Emprez dashboard, click Employees,
  2. From the list, choose Grouping Manager
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  3. In the Schedule or Timesheet menu, on the left menu, click on Manage Groups.
  4. Click on New + at the bottom right,
  5. Enter the name of your group,
  6. Enter a note (Optional).
  7. Click on Select Unit top bring up the Divisions/service/department,
  8. Wait for the application to load the stations
    1. To select the Positions one by one hold down the Ctrl or Cmd ⌘ button on the keyboard and click on each station.
    2. To select consecutive Positions, click on the first station, hold down the Shift  or Maj  on the keyboard, then select the last item.
  1. An extension is chosen when it is highlighted in light gray,
  2. Once the positions are selected, click Load Employees Working in the Unit with the positions.
  3. Check the names of the employees to be included in the group,
    1. Use  to select all,
    2. Use  to cancel the selection.
  4. Click Save


Edit or delete an employee group

Info
Check that the employees you had in your group are still there.

  1. On the Emprez dashboard, click Employees,
  2. From the list, choose Grouping Manager,
  3. OR
    In the Schedule or Timesheets menu, on the left, click Manage Groups
  4. For the group, you want to modify, click on or click on  to delete,
  5. Click on Select Units to bring up the Divisions/service/department,
  6. Wait for the application to load the stations
    1. To select the Positions one by one hold down the Ctrl or Cmd ⌘ button on the keyboard and click on each station.
    2. To select consecutive Positions, click on the first station, hold down the Shift  or Maj  on the keyboard, then select the last item.
  7. An extension is chosen when it is highlighted in light gray,
  8. Once the positions are selected, click Load Employees Working in the Unit with the positions.
  9. Check the names of the employees to be included in the group,
    1. Use  to select all,
    2. Use  to cancel the selection.
  10. Click Save.

A colleague is missing when you create a group 

If you do not see one of your colleagues when creating a group there can be two reasons:

1. Same Manager role in the application

You and your colleague may have the same role of managers in the company.

For security reasons, a manager does not have access to the file of another manager. You will not be able to see him in creating employee groups and in creating messages.

2. Role other than Manager or Employee in the application

A user who has access rights higher than Manager, Admin, and Limited Admin, will not have a schedule or timesheets.

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