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Manage employee groups | Payroll Web Platform

Jimmy
Updated

Within your organisation, you may have groups of employees, for example your front-of house staff, that need access to certain features of the payroll platform to undertake their role. These differ from teams, in that there may be part of say your finance team that needs access to only the payroll expense management feature, not the entire platform like the rest of your finance team.

You can utilise the Manage Payroll Users Employee Groups feature to add a new group to your payroll platform and specify the criteria that an employee needs to meet, to become part of that group, such as being assigned to a specific employing entity or pay schedule. You can also use this feature to edit any information if it changes, view the employees assigned to each group, and delete a record if it is no longer required. 

Helpful Hint

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

Availability

Payroll Plan:   Essentials   Standard   Premium

Getting started

Create an employee group
  1. Log into your Employment Hero Payroll 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.
    Group__SG__1.jpg
  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.
    Group__SG__2.jpg

Daily activities

View employees assigned to a group
  1. Log into your Employment Hero Payroll 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.
    Group__SG__3.jpg

    Helpful Hint

    Displayed on your screen will be all the employees in the selected user group.

    Group__SG__4.jpg

Editing data

Edit an employee group
  1. Log into your Employment Hero Payroll 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.
    Group__SG__5.jpg
  7. Make the required changes and click the Save button.
    Group__SG__6.jpg

Deleting data

Delete an employee group
  1. Log into your Employment Hero Payroll 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.
    Group__SG__7.jpg
  7. Click the OK button.
    Group__SG__8.jpg

Author recommended

So you have now managed your employee groups and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:

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