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

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

• 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?