Group of employees: Creation, Modification, Deletion

Group of employees: Creation, Modification, Deletion

An employee group allows you to filter employees in schedules and timesheets.
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.
A group of employees is specific to each user, that is to say, that you cannot share it with another manager.

Create an employee group

  1. On the Emprez dashboard, click Employees,
  2. From the list, choose Grouping Manager, 
    OU
  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 options 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

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 options top 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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