How can I assign members to the groups I have created?
With the Groups feature, you can add employees to a group at any time. Depending on when and how you want to make the assignment, you have several options:
1. Assign when creating a group
- From Configuration >> Groups, find the group or subgroup you previously created, and open it.
- From the two options, select Add employees. A modal will open where you can choose specific employees or the entire company.
- To assign a group manager: click the three dots next to the group/subgroup → select Manage group managers → check the employees you want to designate as managers.
- Group managers are the people who act as points of reference within that working group.
2. Assign from an employee’s profile
- Go to Employees, open the employee’s profile, and navigate to Employment data >> Employee organization.
- Click + Assign, select Groups, and choose the groups you want to assign.
- Check this entry to learn how to assign workplaces, departments, or groups from the employee profile.
3. Assign from the employee list
- In the Employees section, open the main employee list where you see details such as name, workplace, schedule, group, etc.
- From the list, select the employee → click Groups → choose the groups you want to assign.
- If you don’t see the Groups column, click Configure template at the top and enable the Groups option.
4. Bulk assignment from the employee list
- In Employees, select the employees you want to group by marking the circles next to their names.
- Then open the Bulk actions menu → select Assign groups.
- In the modal, select the groups you want to assign to all selected employees, ideal for large-scale updates.
5. Assign when creating an employee
- When creating a new profile in Employees >> Create employee, you’ll have the option to assign one or several groups right from the start.
- This ensures the new employee is properly organized from the very beginning.