Use this window to create and manage employee groups. The purpose of groups is to allow authorized personnel to access data of group members. It is particularly important when employees become inaccessible through the standard organization based access.
For example, when an employee is terminated, they leave the company organization structure, meaning that organization based access does not apply to them. Because of that, each terminated employee should be added to a Former Employee Group, so that he can be accessed through it.
Similarly, when a new employee is added to the system, they will become visible through the organization access only on the day when they formally begin their employment. In order for them to be accessible prior to that moment, they need to be added to a New Employee Group.
Lastly, Custom Employee Groups allow to make groups that fit whatever purpose you desire. Employees can be added there later, and their data will become visible to group supervisors.
For the description of each tab in the window, follow the appropriate link: Employees, Access, Company
HR
Access Configuration
HR Access
Management
Add
Employees/Persons to Groups
Create
Employee Groups
Enable Groups for Selected Companies
Grant Access to Employee Groups
Add Employees to Employee Groups