What is Employee Groups?

 

Employee Groups serve as an additional tagging system, enabling more detailed classification of employee data. 

 

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Employee Groups can be created and assigned to employees using multiple methods. Please refer to the steps below on how to create and assign employees to the Employee Group:

 

Method 1: via Enrollment (for new employees)

 

Batch enrollment

 

In HR Portal, the Employee Group column is included in the template when enrolling new employees through batch enrollment.

 

Step 1: Navigate to Employees > Employees Overview > Enroll members > Batch Enrollment and click Download Template to download the template.

 

 

Step 2: Enter the Employee Group names for each employee in the designated column.

 

 

The Employee Group can be assigned as either:

• New Employee Group - Created directly during the enrolment process.
• Existing Employee Group - Found in the Employee Groups List sheet, which includes previously created Employee Groups from past enrolments or those added via the Employee Group page.

Important Notes:

• Each employee can be assigned to one or multiple Employee Groups at a time.
• When entering multiple Employee Groups, ensure they are separated by a semicolon ( ; ).

• Once batch enrolment is complete, any new Employee Groups will be created, and employees will be assigned accordingly.

Single Enrollment

 

Step 1: Navigate to Employees > Employees Overview > Enrol members > Single Enrollment page.

 

 

Step 2: Select the Employee Group to be assigned to the employees. Similar to batch enrollment, in single enrollment, existing Employee Group can be selected from the Employee Group list or new input can be typed to create a new Employee Group during this process.

 

 

Step 3: Click Proceed to finalize the assignment and employee will be tagged to the selected Employee Group.

 

 

Method 2: via Edit All Employees (Batch) function (for existing employees)

 

Another way to create and assign Employee Group is through the Edit All Employees (Batch) function. This allows multiple employees to be updated at once.

 

Step 1: Navigate to Employees > Employees Overview > Actions > Edit All Employees (Batch) and click Download Template to download the template.

 

 

Step 2: Enter the Employee Group names for each employee in the designated column.

 

 

Similar to Batch Enrollment, during the editing process, employees can be assigned either a new Employee Group or an existing one from the Employee Group List. Upon successful edits:

 

• A new Employee Group will be created (if applicable).
• Employees will have their Employee Group updated accordingly.

Method 3: via Employee Groups page 

 

Step 1: Navigate to Employees > Employee Groups and Cost Centre > Employee Groups.

 

The Employee Groups page provides an overview of all Employee Groups, including the total number of Employee Groups, assigned employees, and unassigned employees. You can click on Unassigned Employees to view a list of all employees who are not assigned to any Employee Group.

 

 

Step 2: Click Add New Employee Group to create a new Employee Group.

 

 

Step 3: Enter the name of the Employee Groups and assign employees to it. Then click Add Employee Group to save and apply the new Employee Group.

 

 

There are no restrictions on employee selection, as one employee can be assigned to multiple Employee Groups.

 

• Employee Group: Enter a name (free text is allowed)
• Employee: Multi-selection is allowed.

Method 4: via Employee Profile

 

Step 1: Navigate to Employees > Employees Overview and search for employees without an assigned Employee Group.

 

 

Step 2: Click Edit Employee to begin assigning the Employee Group.

 

 

Step 3: Assign the employee to their Employee Group and click Update Employee to save the changes.