A group is a way to categorise your staff members. You can choose anything you want, such as location, experience level or specialty. When you plan a job, you can filter by groups in order to immediately get the right people on the job.
How to set up a group
- Select “Groups” from Settings on the left of the screen. This opens the Groups page
- Click on “Add Group”
- Type the group category into the “Group Category” box
- Type the different options into their relevant boxes. In this example, we will create a group for a staff member’s Location - Auckland, Christchurch or Wellington
How to assign people to a group
- Select “Users” from the Settings menu
- Click on a user to open their user page
- Choose the user’s group option from the drop-down
