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
- Client Daily Schedule
- Employee Daily 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
- Navigate to Clients>Client Groups.
- Click Add Group.
- Enter a Name and Details for the Group if you wish.
- Click Create.
Edit a Group
- Click View for a Group.
- Go to the Edit tab.
- Edit the Group.
- Click Save.
- Visit Approval Screen
- How do I use the Employee Finder?
- How do I create a New Client Profile?
- How do I create a new Employee Profile?
- How do I set up Suppliers?