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Create or change Groups within an organization

Updated

Available for the following plans: Standard, Premium, Platinum, Unlimited
Available for the following user access level: Admin    

Groups  can be manually created in your Employment Hero platform. They can be useful for grouping employees, for example, people who are working on the same project or are in the same department.

The Groups feature allows you to create a new group when the need arises within your organization. You can also use this feature to edit the information about a group, disable a group, and delete any groups you created previously.

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Creating a new group

How to create a group
  1. Click the Settings button and the People submenu.
  2. Click the Groups submenu, under General Settings.
  3. Click the Add Group button.
  4. Type the Group name into the Name field.
  5. You can choose a Leader for the group (Optional)
  6. Click the Create button.
     

Adding an employee to a group

How to add an employee to a group

Helpful Hint

You can only add employees to a group after you have finished creating the group.

  1. Log into Employment Hero.
  2. Click the  People option on the left-hand side menu.
  3. Click the Employees List option.
  4. Select the employee whose details you need to update.
  5. Click the Pen icon to edit the Employment Details section.
  6. Type the group name into the Groups field.
  7. Click the Save button.
     

Removing an employee from a group

How to remove an employee from a group
  1. Log into Employment Hero.
  2. Click the People option on the left-hand side menu.
  3. Click the Employees List option.
  4. Select the employee whose details you need to update.
  5. Click the Employment details tab.
  6. Scroll down to the Groups field and click next to the group you want to remove the employee from.
  7. Click the group name from the drop-down.
  8. Click the Save button.
     

Editing group details

How to edit a group
  1. Click the  Settings menu.
  2. Click the Group submenu in the People tab.
  3. Click the Action button.
  4. Click the Edit button.
  5. Make the required changes and click the Save button.
     

Enabling a group

How to enable a group

Important

Enabling the group feature is only available when a group is inactive.

  1. Click the  Settings menu.
  2. Click the Group submenu in the People tab.
  3. Click the Action button.
  4. Click the Enable button.
     

Removing a group

How to disable a group

Important

Disabling a group feature is only available when a group is in use by an active employee.

  1. Click the  Settings menu.
  2. Click the Group submenu in the People tab.
  3. Click the Action button.
  4. Click the Disable button. 
     
How to delete a group

Important

The deletion 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.

  1. Click the Settings menu.
  2. Click the Group submenu in the People tab.
  3. Click the Action button.
  4. Click the Delete button.
     

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