How Do I Group Employees and Vendors?

You can use groups to filter employee records. Below is an example of creating groups for employees (or vendors) based on their departments:

1. Click Lists on the navigation bar and then click the Employee tab.
2. Decide on what attributes you want to build an employee group. Say you want employees from the Construction Department whose annual review is in May. The day and year does not matter because managers perform reviews each year.
   
   To produce accurate results in this example, you need to create an ‘anniversary’ scenario. When setting up a new employee, be sure to enter the same date in the Hired and Last Raise date fields. If you see an employee without a Last Raise date, enter the same one as Hired date.
   

3. From the employee profiles, make a list of all employees belonging to the Construction Department.
   
   If you want to base your group on multiple attributes, review the necessary fields to compile your employee list.
   

4. When ready, click a listed ID to open an employee’s profile.
5. Click Group to open the Employee Groups screen.
6. Click New to create a new group.
7. In the Add New Group screen, enter an ID and Name for the employee group. For our example, enter ‘CT May’ and ‘Construction Dept. May Review’, respectively.

8. Click Save and then Return.
9. Using the list that you compiled, select those employees in the Available Items list and then click the arrow buttons to move them to the Assigned Items list.

9. When you have finished, click Save and then Return.

Creating vendor group follows similar process using the Vendor screen.