How to Add Groups (WFM)

What is a Group? A Group is an Assignment Scope that contains specific instances within the scope. 

For example, you could add a Group called "Management" and add instances to the Management Group such as Team Leads, Assistant Managers, or Supervisors.

  • Groups provide a way to add Locations, Departments, and Positions.
  • Groups are also used for assigning configuration rules, such as Overtime, Breaks, Rounding, etc. There are 3 Assignment Scopes that are used for assigning rules within the software: Company, Group, and Employee.

Add a Group 

1. Click to open the Global Settings.

 

2. Select Groups. 

3. Click and select Add 

4. Enter a Name and configure each setting as necessary.

  • Name Display name of the Group
  • Description Group Description
  • Dynamic Group Conditional grouping calculated on a daily basis.
  • Is Managed Enables you to choose a management level for this group
  • Targets •All •Employees •Devices

5. Click

6. Click the new Group to Select it 

7. Click and select Group Structure 

8. Click

9. Enter a Name 

10. Click

11. Click Save again to save the Group Structure

The new Group will appear In the Left Navigational pane under Organization Groups.

12. Select the new group.

13. Click add

14. Enter a Name (preferably the name of the group you want reflected).

 

See the following articles:

How to Add Employees to a Group.

How to Add Custom Expressions to a Dynamic Group.

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