Employees can be grouped by one or more common attributes, which can be recorded in the profile or be external to the system. An employee can belong to one or multiple groups. The Group button will bring up the employee groups screen. Here you can create new groups or edit existing groups. Employees can be grouped in any manner. If you have many employees, this tool can greatly simplify reporting, creation of budgets and fee schedules.
Groups can be a very effective device for managing your business and enhancing Web Suite. For example, you can create a group of all employees and label it All.
The group of All employees could be used in fee schedules for activities that have the same bill and cost rate for each employee.
Grouping can be used with Projects, Clients, Activity, and Expense Codes. Items can be included in more than one group. Many Web Suite screens enable you to filter records by groups. You could group together employees with the same bill rate and cost rate. For instance, summer interns could be in the INTERN group. Then, when creating a Service Fee Schedule you can enter their rates for activities as a group rather than individually. You can compile a report for the intern's time entries by using the Employee Group filter on the Reports screen. You can have different groups within a department, or group many departments in one group. It is worth a little time to create groups, because they can save a substantial amount of time down the road.
Include All:
Select this check box option to include all the employees in the selected group. In addition, if this check box is selected, any new employees that are added to the database automatically are added to the selected group.
Employee Groups:
ID of the employee group. Click to select one from the drop-down list.
Name:
Name of the employee group selected above.
Inactive:
Select this check box option, to make the selected group as inactive. Inactive groups will not appear in the time and expense entry screens, nor will they be figuring in Project Control and Employee Control screens.
Available/Assigned Items:
Available employees are in the left list box, while as, included employees are in the right list box. Arrowhead buttons between the lists move selected employees back and forth.
Search :
Search for an employee in the grid using full or partial ID, person's name or title. You can enter the keyword for the search and then click . Web Suite jumps to the nearest match in the list.
Help:
Opens the Web Suite Help in the Employee Groups section.
Print:
To preview and print employee groups report, click Print. Print button opens the preview window. Preview displays the full screen representations of the report and gives you the choice of printing or exporting the report. Print button provides you with various options: report preview, print setup, printer selection, refresh data, export data, toggle group tree, zoom, find data and page navigation. Web Suite enables you to zoom in three stages (full page, full width, and close-up) to find the most desirable appearance. You can maneuver around the screen by using the horizontal and vertical slide bars at the bottom and right side of the screen. Click the Printer icon at the top of the Preview window to print the report. To export data, while in the preview window, click . Save the file to the desired location. You can export the report in various formats, including RPT, PDF, CSV, XML, Excel and Rich Text Format (RTF).
Delete:
You can delete an entire employee group by filling in the Employee Group ID and then clicking Delete.
Save:
After you have completed entering or modifying employee groups, click Save to save the information.
New:
Click to open the New Employee Group screen wherein you can add a new Employee group into the Web Suite.
Return:
Closes the Employee Group screen. Remember to click Save before closing to save your changes.
Web Suite automatically creates a group "ALL" which includes all the employees that are in the list, and is automatically updated when any employee is deleted or added.