Add a new global employee group

You can create the following types of global employee group:

  • Planner: Which are available to all employees who have access to the Planner and used to show employees availability of first aiders, senior managers, etc
  • Holiday Blocking: Which are used with the Key Person/Date Blocking tool to make sure you’re prompted when the maximum number of employees request holiday on the same day. For more information about key person blocking and date blocking, see Key Person/Date Blocking.

You can base global employee groups on an existing dynamic group or select the employees individually.

  1. Go to Admin > Global Employee Groups.shows application data with global employee groups highlighted
  1. At the bottom of the screen, click Add a New Global Group.
  1. You see the Add a New Group form:
  1. In the Group Type field, select Planner or Holiday Blocking from the drop-down menu.
  2. In the Group Name field, type a name for the new global employee group.
    • For Planner groups, this name is shown in the Planner drop-down menu. For Key Person/Date Blocking groups, you need to remember the name as you select the group in the Key Person/Date Blocking area.
    • If you select Dynamic Group in the Based On field, and then select a dynamic group from the drop-down menu, the system adds the name of the selected dynamic group to the Group Name field, but you can change this if required
  1. In the Based On field, select Dynamic Group or Employees (i.e. a static group of employees). The option you select in this field determines the options shown at the bottom of the screen:
    • If you select Dynamic Group, you see a list of the dynamic groups available in the system (groups with the property Available for Workflow enabled)
    • If you select Employees, you see employees’ names for selection.
  1. Click Create This Group.