Create Employee Groups

Explanation

This activity is used to create groups to which employees can be added. The purpose of groups is to allow authorized personnel to access data of group members. It is particularly important when employees become inaccessible through the standard organization based access.

For example, when an employee is terminated, they leave the company organization structure, meaning that organization based access does not apply to them. Because of that, each terminated employee should be added to a Former Employee Group, so that he can be accessed through it.

Similarly, when a new employee is added to the system, he will become visible through the organization access only on the day when they formally begin their employment. In order for them to be accessible prior to that moment, they need to be added to a New Employee Group.

Lastly, Custom Employee Groups allow to make a group that fits whatever purpose you desire. Employees can be added there later, and their data will become visible to group supervisors.

Prerequisites

There are no prerequisites.

System Effects

As a result of this activity, employee groups will be registered in the system.

Window

Employee Group

Related Window Descriptions

Employee Group

Procedure

1. Open the Employee Group window and add a new record.
2. In the Employee Group Type field, select what type of an employee group you want to create:
   • Former Employees is a group to store former employees. When an employee is terminated, he or she can be assigned to such a group.
   • New Employees is a group to store new employees who are registered in the application but have not started their employment yet. When an employee is employed, he or she can be assigned to such a group. By default their assignment will start on the date when they are registered in the system and end one day prior to their official employment.
   • Custom group is a group which you can create for any other needs.
3. In the Group ID field, enter the unique identifier for the group.
4. In the Employee Group Description field, enter a short description/name of the employee group.
5. Save your changes.