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How do I add new items to a group?

  1. From the drop-down list, select the Group Name that you want to add the item to. If there are any items already in the group, these are displayed on the left hand side of the screen.

  2. Click New.

  3. Enter a Group Item Code for the item (up to 15 characters).

 Note: Each item within the group must have a unique code.

  1. Enter a Description for the item (up to 50 characters).

  2. (Optional) You can enter Valid From and Valid To dates for the item if required. If you have entered dates, the item will not be available for selection outside of these dates. If you do not enter dates here, the item is available.

  3. (Optional) You can add up to ten Rates for the item. These could be, for example, different rates of pay relating to basic pay, overtime, double overtime, etc.

  4. (Optional) You can add up to five Email addresses applicable to the group item. These can be used for escalating leave requests to the next level of management if a supervisor is on leave. If the group refers to an employee of the organisation (e.g. a supervisor or manager) you should enter their email address in the Email [1] field. This tells Optimum where to send requests if the supervisor/manager is an authoriser for leave bookings, timesheet adjustments, etc.

  5. Click Save when the details are complete. You’ll get a message confirming that the group item has been created.


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