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How Do I Assign Employees to a Group?

It is important to record the assignment of employees to groups, as this ensures that all relevant documents and training are in place and compliance is maintained. Assignments are used for reporting purposes and can link employee data to the appropriate group.

1. On the left column, click Groups.
2. Click on the group you want to allocate employees to.
3. Scroll down to People.
4. Click Allocate/Deallocate People.
5. Two sections will show Select to Add and Select to Remove with a list of people.
6. Tick the box(es) you wish to add/remove.
7. You also have the option to select all people, click on the blue tick at the top of the page.
8. To deselect all people, click on the red X at the top of the page.
9. Click the arrow button.

This is required before you can allocate employees to a group:

1. Set up Employee