1. Employment Hero Help Centre (UK)
  2. Payroll Platform
  3. Business
  4. Payroll Settings
  5. Business Management
  6. Business Management Set Up

Organise employees into groups

James Nixon
Updated
EH Content Team

Available for the following Payroll classic plans: Standard, Premium

You can use Employee Groups to organise employees into groups. For example, you can use it to control user access, organise reporting, or control timesheets.

The Employee Groups feature allows users to add a new group in the Payroll classic platform and specify the criteria an employee should meet before being put into an Employee Group.

Helpful Hint

When a new employee meets the necessary qualifications, the platform will automatically put them into the appropriate employee group.

  Interactive learning

Click here for an interactive demo

Getting started

Create an employee group
  1. Log into your Employment Hero 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

Viewing data

View employees assigned to a group
  1. Log into your Employment Hero 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

Editing data

Edit an employee group
  1. Log into your Employment Hero 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

Deleting data

Delete an employee group
  1. Log into your Employment Hero 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

Explore related content

  • Manage rostering This feature allows you to configure different parts of your organisations Employee Rostering module.
  • Manage timesheets This feature allows you to set up your timesheet settings and configure how timesheets are submitted by your employees.

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