Available for the following plans: Lite, Plus, Unlimited HR, Engage, Elite, Unlimited HR+Payroll
Available for the following HR classic plans: 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.
Getting started
Create 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.
Add an employee to a group
You can only add employees to a group after creating the group.
- 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.
Data management
Edit a group
- 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.
Enable a group
You can only enable inactive groups.
- Click the People menu.
- Click the Groups submenu.
- Click the Action button.
- Click the Enable button.
Removing data
Remove an employee from a group
- 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.
Disable a group
You can only disable groups that are currently in use by an active employee.
- Click the People menu.
- Click the Groups submenu.
- Click the Action button.
- Click the Disable button.
Delete a group
Before you can delete a group, you first have to remove all employees in it, including both active and terminated employees.
- Click the People menu.
- Click the Groups submenu.
- Click the Action button.
- Click the Delete button.