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TimeWorks Plus: Employee Groups
TimeWorks Plus - Employee Groups

Employee Groups can assist with organizing the timekeeping account for easy selection and/or to correspond with the client's company organization. For example, a call center can set up groups for each of the shifts, or for employees under each team leader, etc.

These groups can be used for configuring supervisor login filters and filtering reports. To set up an Employee Group:

1. Select a client from your Client List

2. Click the "Maintenance Menu" link in the side bar and then "Employee Groups"

3. A list of created groups will appear and you can edit a group by clicking on its name OR click "Add New Group" to create a new one

4. Name your group using the "Name of this group" field

5. Configure the restrictions to be applied to this group, for instance:

a. "Who can see this group?" can be set to Everyone (all logins can view this group) or Just me (only my login can see this group); the Just me setting is very useful for configuring groups for the specific users purposes without "disrupting" other user's views within the system.

b. "Who is in this group?" allows for setting the employees in this specific group. Many options are available for filtering employees into an Employee Group.

- All active employees

- All employees (including inactive)

- Specific employees - Specific Employees will provide check boxes next to all employees names for selection to be included into the group.

- Select by criteria - this allows for the group to have filter criteria activated to include employees into the group. Filter criteria can be simple or advanced.

Simple is ONE attribute set to match one criteria and all employees which meet the simple criteria will be part of this group (ex: First Name starts with "B").

Advanced criteria can add levels of multiple criteria for filtering employees to belong to the group, as follows:

- Combine multiple comparisons with AND and OR. You have a choice of capital AND/OR, and lowercase and/or. Each works exactly the same, except when lowercase and/or are both combined. The lowercase one tells the system which comparisons to consider TOGETHER:

Example: Location=4 AND Department=1 or Department=2 or Department=3 (Location must equal 4, but Department could be 1, 2, 3, or a combination of 1,2,3)

- Using a lowercase "or" between the department choices ensures that the department choices are evaluated together as a group before considering Location=4. Someone must be in Location 4 regardless of their department in order to be included.

Compare to: Location=4 and Department=1 OR Department=2 OR Department=3 (Location has to be 4 and 1, or simply Department needs to be 2 or 3 and these employees will filter into the group).

- In this example, Location=4 and Department=1 are considered together. The comparisons for Department=2 and Department=3 are completely separate. Someone in departments 2 or 3 will be included regardless of their location.

6. Click "Save" and your group will be on the list. A client user can create as many employee groups needed to help with the organization and filtering of the client's account.

Note: Filters are not case sensitive.
ID
623
Category
<Unassigned>
Date Created
8/25/2011 1:53:03 PM
Date Updated
2/24/2015 7:01:58 AM
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