Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR plans: Free, Standard, Premium, Platinum
Available for the following user access level: Admin
In Employment Hero, you can manually create Groups in your platform. They can be useful for grouping employees, such as those who are working on the same project and/or in the same department.
The Groups feature allows you to create a new group when the need arises in your organisation. You can also use this feature to edit the information about a group, disable a group, and delete any groups you created previously.
Creating a new group
- Click the Settings menu.
- Click the Groups submenu, in the People section.
- Click the Add group button.
- Type the group name into the Name field.
- Click the Create button.
Helpful Hint
You can nominate a group Leader for more reporting and HR options. A group Leader's additional access can be edited via the Custom Security Settings feature.
Adding an employee to a group
Helpful Hint
You can only add employees to a group after you have finished creating the group.
- Log into Employment Hero.
- Click the People option on the left-hand side menu.
- Click the Employees List option.
- Select the employee whose details you need to update.
- Click the Employment details tab.
- Type the group name into the groups field.
- Click the Save button.
Removing an employee from a group
- Log into Employment Hero.
- Click the People option on the left-hand side menu.
- Click the Employees List option.
- Select the employee whose details you need to update.
- Click the Employment details tab.
- Scroll down to the groups field and click next to the group you want to remove the employee from.
- Click the group name from the drop down.
- Click the Save button.
Editing group details
- Click the People menu.
- Click the Groups submenu.
- Click the Action button.
- Click the Edit button.
- Make the required changes and click the Save button.
Enabling a group
Important
The enabling a group feature is only available when a group is inactive.
- Click the People menu.
- Click the Groups submenu.
- Click the Action button.
- Click the Enable button.
Removing a group
Important
The disabling a group feature is only available when a group is in use by an active employee.
- Click the People menu.
- Click the Groups submenu.
- Click the Action button.
- Click the Disable button.
Important
The deleting a group feature is only available when a group is not in use by an active employee. This means that you will need to remove any active or terminated employees from the group before deleting it.
- Click the People menu.
- Click the Groups submenu.
- Click the Action button.
- Click the Delete button.
Explore related content
- Update your company details This feature allows you to update your organisational details stored in your Employment Hero platform.
- Adjust your organisational settings This feature allows you to customise your employment settings, such as the timesheet type you want to use.