Groups are an
easy way to categorize
employees - perhaps by
department (e.g.,
"Maintenance"), shift
(e.g., "Third shift"),
or other similar
characteristics (e.g.,
"Production floor
supervisors"). You can
use groups to quickly
filter for a set of
employees in the
desktop portal, and
also send messages to
specific groups using
TeamSense
Communicate.
Ready to use
groups? Here's what
you need to
know.
How to add to or create
Groups
Many employee
groups are first created
in the initial import of
employees into TeamSense,
where groups are included
as an optional data field.
However, once employees
are imported,
administrators can
continue to create groups
as they
wish.
To add an employee
to a group from the
desktop portal, navigate
to
the Employees
page. Select the
employees you would like
to include in this group,
click
on Edit
Groups, followed
by Add
Selected to
Group.
If the group you're
adding to already exists,
simply choose it from the
list. If you want to
create a new group for the
selected employees, you
can just type the name of
the group and you'll see
the option to create
it.
Voila! The
employees have been added,
and if you have a new
group, it has been created
as
well!
How to remove employees from
existing groups
Similarly, to
remove employees from a
group, select the
employees you would like
to remove,
click Edit
Groups, and
then Remove
Selected from
Groups. In the
pop-up window, select the
group from which you would
like to remove the
employees, and confirm by
clicking Remove.
Groups FAQs
How many groups
can an employee be
in?
An employee can be
in as many groups as you
like! 1 or 10 or beyond -
it's up to
you.
Will I be able
to see groups created
by other
administrators?
You will be able to
see any groups where you
have administrative access
to ALL employees in that
group. If you are an
administrator for all
company employees in your
TeamSense account, you
will see all
groups.
For organizations
that use divisions in
TeamSense, some
administrators may only
have access to a subset of
employees. In that case,
the administrator will
only see a group if they
have administrative access
to every employee in the
group. For example, an
administrator who only has
access to Division A will
only see groups where
every group member is an
employee in Division A. If
a group has some employees
in a different Division B,
then the Division A
administrator will not see
this group in their
desktop
portal. Because of this, you will also be unable to create groups with the same name, but in multiple divisions.
Is it possible
to have a group with
no employees in
it?
Nope! You will need
to select employees to be
in a group in the process
of creating the group.
Similarly, if you remove
the last employee from a
group, the group will be
automatically
deleted.