Link staff to an existing custom group. This is useful if you have new members of staff that you want to add to a group.
To add staff to a custom group, follow the steps below:
- In the HR Manager module, select the Custom Group Manager tab.
An example of the Custom Group Manager tab is shown below:
- Use the group tree in the left of the screen to locate the custom group you want to work with.
- Click Add/Remove Staff in the Group Options and Tasks section of the screen. The Manage Groups window is displayed:
- Use the Surname filter to list staff.
- Check the boxes next to staff records to select them. Use the checkbox in the header bar to select all the records listed.
- Click Save & Add More and continue to add more staff. This is optional.
- Click Save & Close once you have completed adding staff to the group.
You are prompted Are you sure you want to add selected Staff to this Group? - Select Yes.
The Manage Groups window is closed and you return to the Custom Group Manager tab.