Users – Staff Grouping

Open

Figure 1.1

The ‘Staff Grouping’ area is where staff can be linked to or unlinked from the organisational structure. Staff Grouping information editing depends on your assigned security role.

For example, a Business Unit Manager has the ability to edit details in their Business Unit only. To determine the Business Unit, the staff member must be linked to their Business Unit.

Now let’s look at how to group a staff.

• STEP 1: To access the staff grouping, go to Users > Staff Grouping. The organisational tree is shown on the left-hand side of the screen.

• STEP 2: To view the linked staff members, click the relevant level from the organisational hierarchy.
  The staff listed on the right-hand side of the screen are those that are currently unlinked.

• STEP 3: To link a staff member, first select the organisational level you want to link them to.

• STEP 4: Then drag the staff member you wish to link to that Business Unit and drop it to the center.

A dotted line will appear when you have positioned the item in the correct location, at which point, release the mouse button to create the link.

• STEP 5: Click Remove to unlink any staff member from the selected organisational hierarchy. The 'unlinked' staff member is then displayed on the right side of the screen.

Open