From the Payroll screen, select the Maintenance menu and then Employee Groups.
At the Employee Groups screen, click the New Record button.
Note: For any field equipped with the repeat function, click the Repeat button or press the Ctrl+R keys to repeat the previous entry for the specified field. The repeat function is only available after your initial entry.
Enter a unique ID for the employee group in the Employee Group ID field. The ID can be alphanumeric and up to 10 characters long (no spaces).
Note: To have the system automatically assign the ID using the first 10 characters (letters and numbers only) of the description, leave the ID field blank; once the record is saved, the ID will be assigned.
Enter a description for the employee group in the Employee Group Description field. The description can be up to 40 characters long.
The Use with Leave Request Approvals field is only enabled for organizations that have licensed the Web Link module. If applicable, select the Use with Leave Request Approvals field if the employee group will be utilized with approving leave requests. A checkmark will appear in the box if the field is selected.
Note: This field must be selected in order for the employee group to be used as part of an approval path for leave requests, based on a specific user approving leave requests for only selected employee groups or a group manager approving leave requests for employees in the group.
The Group Manager Approver ID field is only enabled if the Use with Leave Request Approvals field is selected. If applicable, enter the ID of the user who manages the group and must approve the applicable leave requests in the Group Manager Approver ID field. If the ID is not known, click the down-arrow button to select the correct one.
Note: The user specified here will only be included in the approval process for leave requests submitted by the employees in the group for leaves tied to an approval path in which Group Manager Approver is defined as the Approval Type for a sequence.
Tip: If the user entered in this field is not currently set up in the User Security option with rights to approve leave requests in Web Link (or Payroll, if applicable), a message will appear after advancing from the field asking to add the rights at this time; click Yes to edit the rights for the user now, or click No to wait and edit the rights for the user later.
All the active employees appear in the Employee Selection List. Specify which employees to include in the employee group by clicking the box for the Selected column to the left of the desired employee. A checkmark will appear in the box if the employee is selected. To select all the employees listed on the screen, click the Select All button located above the Employee Selection List. If desired, change the filters to modify the employees displayed here.
Click the Save button.