A group is a set of employees who share same attributes such as job function, geographical location, organizational departments and many more. This feature can be used for multiple purposes:

a. A group of employees that share the same work schedule can be assigned to a single master schedule.

b. Reports can be generated according to a grouping of employees assigned to a territory or regional manager.

c. Grouping of employees can enable privacy tools for the particular groups.

How to reach the page?

Click on 'Company'
Click on 'Groups'
You will land on the Groups page.

B. Add a Group

A. Groups → Main View

You can see the table view of all the groups listed and can perform the following functions directly through the table :

You can click the ‘Refresh’ icon to refresh the groups page.
Click 'Add New' button to add a new group.
Click 'Bulk Delete' after selecting to bulk delete group at once
'Export to Excel' lets you export all the group details to a CSV file.
The search functionality will enable you to search for a specific group.

B. Add a New Group

To Create a new employee Group:

Click on '+Add New' tile on the Groups page. The card/list item will open up a pop up where you can:
- Enter the desired Phone Group ID: The name must not contain any spaces or special characters.
- Enter the desired Employee Group Name
- Assign a Color: By default "No Color" is selected.
  Click on the pencil icon to open up a color picker to choose a color for a particular group.
Click on 'Next'.
- We will validate if the ‘Employee Group ID’ entered by you is unique or not. If the ‘Employee Group ID’ already exists, you will see a message “Group ID already exists”
‘Create a New Phone Group’ pop up will open up.

You can click the "+ green icon" o to add the particular employees to the group.

Search Field and Sort can be used to filter out employees

You can also add or remove all the employee's to and from the group respectively by clicking the '+Add all' and 'Remove all'

4. Click on ‘Done’ to successfully create the group.

C. Delete a Group

To delete a group :

1)Click on the ‘Delete (bin)' icon next to the group’s name.

2) You will see a pop up - “Are you sure you want to delete?

3) Click on ‘Yes’ to delete.

4) Click on ‘Cancel’ to go back to the main view.

To bulk delete groups :

Select the checkboxes of the groups that you want to delete.
Click on ‘Bulk Delete’.
You will see a pop up “Are you sure you want to delete the selected records?”.
Click on ‘Yes’ to delete.
Click on ‘Cancel’ to go back to the main view.

D. View a Group

To view a group and its related details:

Click on the 'View (eye)' icon from the main view page.
Click on 'Done' to go back to the Main table view.

Note : You can also edit and delete groups directly from the view page by using the edit and delete button at the top right corner.

E. Edit a Group

To edit a group and its related details:

Click on the ‘Edit (pencil)’ icon from the main view page
Here you will be able to edit Group Name, Color and you can assign or unassign Employees.
To save the changes click on ‘Save’
When clicking on ‘Cancel’
- If you have made edit(s) : You will see a pop up - “The changes are still unsaved. Do you still want to leave?
- If you click on ‘Yes’, none of the changes are saved
- If you click on ‘Cancel’, You will remain on the Edit page.

If you have any other questions, please feel free to write to us at support@abaq.us