Employee Groups

Use Employee Groups to view, edit, or control Employee Group access. Depending on your needs, you may want to establish Employee Groups to which only specific administrators have access. Without Employee Groups, administrator-level users have access to all employee records.

To add a new Employee Group, refer to Add New Employee Group.

To assign employees to an Employee Group, refer to Assign Employees.

To view Employee Groups, click company setup | Security | Employee Groups.

Edit an Employee Group

  1. Click company setup | Security | Employee Groups.

  2. Click the Description of the Employee Group that you want to edit. The Employee Group Setup screen displays.

  3. Modify the applicable fields.

  4. Click Save.

Control Employee Group Access

  1. Click company setup | Security | Employee Groups.

  2. Click Control Access. The Control Employee Group Permissions screen displays.

  3. Check the Access checkbox for the employees that you want to have access to the item.

  4. Click Save.

Assign Employee Group Default

  1. Click company setup | Security | Employee Groups.

  2. Check the Default checkbox to assign an employee group as the default. Newly added employees will automatically be assigned to this group.

  3. Click Save.