Help Home > Groups FAQs > Setting up New Groups

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How do I set up new groups?

  1. Select Groups from the menu.

  2. Click New. The system automatically populates the ID: field with the next available number.

  3. Enter a Heading (up to 50 characters).

  4. (Optional) Tick the Track box if you want the group to be tracked on analysis data. The tracking for a group should only be switched on if it is required for Cost Centre movement or Job Tracking purposes. If this option is not available, it will need to be set up in the System Settings, by your system administrator.

  5. Click Save. You’ll get a message confirming that the new group has been created.

You can now add group items to the newly created group.

Groups are displayed on the Groups tab on the Maintain Employee Details screen, where you can associate group items with employees.

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