Put people into groups
A team, department or crew: give everyone in it the same locations, projects, managers and rules in one step.
A group is any set of people, such as Kitchen crew, Drivers or Night shift. It can span locations, and a person can be in several groups. Whatever you give the group, everyone in it gets.
Make a group
- Open Team, then Groups, and choose + New group.
- Enter the Name and, if you like, a Description.
- Tick the People in the group. To add a whole location or job at once, narrow the list and use Tick shown.
- Choose the Managers: they see the group's people, are told when their time or time off is waiting and approve it, as far as their own role allows. They do not have to be in the group.
- Tick the Projects everyone in the group can log time to.
- Under Time off and rules, choose the overtime rule and time off policies the group's people follow, and whether New members get these automatically.
- Choose Make group.
The group's page
- What this group gives sums up its people, managers, locations, projects and rules.
- People: Add or remove people, then Save people.
- Managers: Change managers, then Save managers. Nobody approves their own time.
- Locations: Give locations lets everyone in the group work at those places. Removing one only takes it away from people who do not have it as their main location or from another group.
- Projects: people who join get them straight away; people who leave lose them, unless they are on the project themselves.
- Time off and rules: the overtime rule, public holiday calendar and time off policies. With Give to everyone now ticked, saving changes everyone in the group straight away. You can still change one person on their own page.
Groups can also be given charge codes on Charge codes, Assign charge codes: a group includes everyone in it, now and later.
Archive a group
Choose Archive. Its people stay in it and keep their rules, but its projects and its managers' reach are paused. Restore switches them on again.
Where to find it
TeamGroups
Who has it: People who can manage people. Projects need the Projects permission, and rules need the matching permission. If it is not in your menu, your role does not include it.
If something goes wrong
- A manager is marked Can only see the group.
- Their role does not allow approving. Give them a manager role in Team members, under Role and access, if they should approve.
- A new member did not get the group's rules.
- New members get these automatically is off for the group. Switch it on, or choose Give to everyone now under Time off and rules.
- Someone still works at a location I removed from the group.
- It is their main location, or another group gives it to them. Check their locations on their page in Team members.
Related articles
New to this part of ClockinBee? Read the overview: Locations, groups and roles.
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