Use the Custom Group Manager in the HR Manager module to setup and manage customised groups of staff records.
For example, setup groups of specialist teams or social groups. Use the groups you create to search for staff records, send messages in bulk or update records.
An example of the Custom Group Manager screen is shown below:
All custom groups are listed in the group tree on the left of the screen. Expand the tree to view:
- Active groups. These groups are currently in use. Active groups are identified by the
icon.
and - Expired groups. These groups are no longer used. Expired groups are identified by the
icon.
The members of staff linked to each group are also listed when you expand the group tree. Group properties are displayed in the right of the screen when you select a group.
A number of functions are available in Custom Group Manager. Some functions are only available once you have selected a custom group or staff member to work with:
Function | Click to... |
Create a New Group | |
View All Groups | List all groups in the group tree. Expand the tree to view the groups. |
View Current Group | List current groups in the group tree. Expand the tree to view the groups. |
View Expired Groups | List all groups which have exceeded their expiry date. This is useful if you want to list staff who have been associated with a group in the past. Expand the tree to view the groups. |
Share this Group | Allow all iSAMS users to access this group. All shared groups are listed under Shared in the group tree. |
Add/Remove Staff | Add and remove the staff linked to a selected custom group. This is useful for adding and removing staff in bulk. |
Delete this Group | |
Modify Group Properties | Change the name, description and category of a group. You can also edit the user access of a group. |
Refresh List | Update the information listed with the last saved data. |
Remove User From Group | Remove a selected staff member from a custom group. |