Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR plans: Premium, Platinum
Available for the following user access level: Admin
In Employment Hero, groups are groups you can manually create 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 button, at the bottom of the navigation menu on the left of your homepage.
- Click the Groups submenu, under General Settings.
- 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 Settings 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 Settings 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 Settings menu.
- Click the Groups sub-menu.
- 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 Settings 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.