Company Groups

Company Groups are a big part of WhosOffice. Groups can be setup to reflect your Company Departments i.e. IT, Finance, Administration etc. and there is no limit on how many Groups a staff member can be in. Groups are also useful as you can control not only which Groups a user is in but also which Groups a user can see, for example, John Smith is in IT and Finance but can only See Finance.

CREATE A NEW GROUP

  • From the Settings menu, select Company Groups then Create new Group, on the right hand side.
  • Enter the Name for the Group and click Save, 
  • You will then be able to set the Group Type, either Group / Department or Tag.
  • The Users Tab will then become available, from here you can add Users to be IN the Group and also set which users can SEE this group.
  • From the Leave Type tab, you can add the Leave Types this group can use, and the permissions for the Leave type, you can also do this for Overtime Types via the Overtime Type tab.

A Group Type allows you to choose what you can do with each Group within the system.

  • A Group / Department will let you put staff in the Group and also see the group as well as being able to set Leave Types and Overtime Types to have access to this Group, for example Administration has access to certain leave types.
  • A Tag only allows you to put staff in the group and see the group, it is commonly used as a way of just grouping staff together who have a common relation, without having to set any Leave Types or Overtime Types, i.e. if you just want to view your First-Aiders or Senior Managers in one place.

So you can choose if you want a user to be "In a Group" and / or just "See a Group". Sometimes it is useful to add staff to just see a Group, even if they are not in the group i.e. Management want to see their staff but not be in the same Group.

When you add a Leave Type to a Group, you need to set permissions of what the users in the Group can do with the leave type. For example, some Leave types, like Sick Leave, you might only let people Request, but not actually see the leave in the Calendar or the Notes related to the leave.


Title: Company Groups
Category: General
Posted: Thursday, 20th Mar 2014
By: Phil Cross
Direct link: https://www.whosoffice.com/support/knowledgebase/company-groups


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