Manage Employee Groups

Groups are an easy way to categorize employees, and can be used to filter the list of employees in the administrative web portal.

Many organizations choose to categorize employees by shift or department, and then apply filters for a particular group in order to view the statuses for the group in one place.

Employee groups are shown as a column in the web portal's Employees page.

Create groups

The majority of employee groups are created in the initial import of employees into TeamSense, where groups are included as one of the data fields for each employee. However, once employees are imported, administrators can continue to create groups as they wish.

Please note that any changes you make regarding an employee's groups will update the employee's record, and therefore update the employee's groups for all administrators who have access to that employee.

To create a group from the web portal, navigate to the Employees page. Select the employees you would like to include in this group, click on the "+" button in the top right, and click "New Group."

Enter the new group's name and click "Create."

The selected employees will automatically be part of the new group you created.

Add & remove employees from groups

To add employees to an existing group, select the employees you would like to add and click "Add to Group" in the top right. In the pop-up window, select the group to which you would like to add the employees, and confirm by clicking "Add to Group."

Similarly, to remove employees from a group, select the employees you would like to remove and click "Remove from Group." In the pop-up window, select the group from which you would like to remove the employees, and confirm by clicking "Remove."

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