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Create and assign a group

James Nixon
Updated
EH Content Team

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

  1. Click the Settings menu.
  2. Click the Groups submenu, in the People section.
  3. Click the Add group button.
  4. Type the group name into the Name field.
  5. Click the Create button.
    groups02.jpg

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 Permissions feature.

Add an employee to a group

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

  1. Click the  People option on the left-hand side menu.
  2. Click the Employees List option.
  3. Select the employee whose details you need to update.
  4. Click the Employment details tab.
  5. Type the group name into the groups field.
  6. Click the Save button.

View all members of a group

You can view a full list of all members within a group directly from the Groups page.

  1. Click the Settings menu.
  2. Click the Groups submenu, in the People section.
  3. Click the Actions button (···) next to the group you want to view.
    Actions button
  4. Click View all members.
  5. A modal will appear displaying the full list of members in the group. You can scroll through or use the page controls to browse the list.
  6. Click the Close button when you are done.

Helpful Hint

The total number of members in each group is also displayed in the Total members column on the Groups page, giving you a quick count at a glance.

Data management

Edit a group

  1. Click the People menu.
  2. Click the Groups submenu.
  3. Click the Action button.
    Actions button
  4. Click the Edit button.
  5. Make the required changes and click the Save button.

Enable a group

You can only enable inactive groups.

  1. Click the People menu.
  2. Click the Groups submenu.
  3. Click the Action button.
    Actions button
  4. Click the Enable button.

Removing data

Remove an employee from a group

  1. Click the People option on the left-hand side menu.
  2. Click the Employees List option.
  3. Select the employee whose details you need to update.
    Screenshot of an employee list with an employees name highlighted
  4. Click the Employment details tab.
  5. Scroll down to the groups field and click next to the group you want to remove the employee from.
  6. Click the group name from the drop down.
  7. Click the Save button.

Disable a group

You can only disable groups that are currently in use by an active employee.

  1. Click the People menu.
  2. Click the Groups submenu.
  3. Click the Action button.
    Actions button
  4. 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.

  1. Click the People menu.
  2. Click the Groups submenu.
  3. Click the Action button.
    Actions button
  4. Click the Delete button.

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