Creating Employee Groups

This help article will walk you through Employee Groups and where you set them up and how to associate your employees with them. This can be used when setting up Time Billing and Activities.

To set up your Employee Groups:

Step 1. On the navigation bar, select "Settings" then "Employee Groups".

Step 2. to create a new entry, select "New Group" in the top right.

Step 3. Enter your new group name, select whether it is "Active" or not and select "Save" afterward.

Note: Based on your needs and your firm, you can set up whatever groups you need. You can assign employees to these groups by clicking Settings>My Employees>Employee Default Overrides and select the group of choice from the drop-down menu.