How do I set up Groups (Clients/Employees/Suppliers)?

BI - Forum Moderator
BI - Forum Moderator
  • Updated

Groups can be applied to different entities and used for filtering in different views.

It is possible to filter by Group in:

  • Employee Finder
  • Visit Approval
  • All-Client Schedule
  • All-Employee Schedule

Groups can be added in any of the following places:

  • When creating a Billing Cycle
  • When creating a Payroll Period
  • on an Employee Profile
  • on a Client Profile
  • on a Supplier Profile

Add a Group

  1. Navigate to Clients>Client Groups.



  2. Click Add Group.



  3. Enter a Name and Details for the Group if you wish.



  4. Click Create.

Edit a Group

  1. Click View for a Group.



  2. Go to the Edit tab.



  3. Edit the Group.

  4. Click Save.

Learn more

 

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