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Organise employees in to groups on Payroll classic

Updated

Available for the following plans: Employment Lite, Employment Plus
Available for the following Payroll plans: Standard, Premium, Core Payroll, Unlimited+Payroll

The Employee Groups feature lets you organise staff into relevant categories based on your custom criteria.

This improves your control over user access, reporting, and timesheets, and ensures employees are automatically assigned to the right groups by the Payroll classic platform based on the conditions you set.

Helpful Hint

In addition to the Payroll classic platform's Employee Groups feature, there are other group features available to users of Employment Hero. To learn about the Learning platform's Group Management feature, which lets you set up and manage learning groups, visit this article.

  Interactive learning

Click here for an interactive demo

Getting started

Create an employee group
  1. Log in to the Payroll classic platform.
  2. Click the Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the Manage Users button.
  5. Click the Manage Employee Groups tab.
  6. Click the Create button.
    Screenshot

  7. Complete the following fields:

    • Name
    • Employees must match
    • Criteria

    Helpful Hint

    Click the Add Another Criteria button to add additional criteria and click the Delete button to remove a criterion.

  8. Click the Save button.
    Screenshot

View data

View employees assigned to a group
  1. Log in to the Payroll classic platform.
  2. Click the Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the Manage Users button.
  5. Click the Manage Employee Groups tab.

  6. Click the Matching Employees button.
    Screenshot

     

    Helpful Hint

    Displayed on your screen will be all the employees in the selected user group.

    Screenshot

Edit data

Edit employee group
  1. Log in to the Payroll classic platform.
  2. Click the Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the Manage Users button.
  5. Click the Manage Employee Groups tab.
  6. Click the Edit button.
    Screenshot
  7. Make the required changes and click the Save button.
    Screenshot

Delete data

Delete employee group
  1. Log in to the Payroll classic platform.
  2. Click the Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the Manage Users button.
  5. Click the Manage Employee Groups tab.
  6. Click the Delete button.
    Screenshot
  7. Click the OK button.
    Screenshot

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