How Do I Assign Employees to a Group?
It is important to document the assignment of employees to groups as this will ensure that all relevant documents and training is in place and compliance is maintained. Assignment is used for reporting purposes and can link the employee data to the group.
- On the left column, click 'Groups'.
- Click on the group you want to allocate employees to.
- Scroll down to 'People'.
- Click 'Allocate/Deallocate People'.
- Two sections will show ‘Select to Add’ and ‘Select to Remove’ with a list of people.
- Tick the box(es) you wish to add/remove.
- You also have the option to select all people, click on the blue tick at the top of the page.
- To deselect all people, click on the red ‘x’ at the top of the page.
- Click the arrow button.
This is required before you can allocate employees to a group: