Associate an Employee to Groups

PREREQUISITES: Groups must be created under General > Groups. See Add or Edit a Group for more information.

TIP: You can filter the list of records displayed. See Filter Records for more information.

1. Select an employee from the Employees panel and click the General tab.
2. In the Groups field, click in the field to select the applicable groups for the employee.

3. To remove a group from an employee, click the X next to the group.

You can also associate employees to groups on the Groups page. See Add or Edit a Group.

NOTE: Your changes are automatically saved, and the changes are verified by a notification at the bottom of the page.