Employee Group

When to Use This Form

• When the company needs to group employees for payroll, reports, or access restrictions.
• When the organization structure changes and the employee list needs moving to a new group.
• When an old group is no longer used but employee history still needs to be readable.

Before You Start

• Decide on a group name that HR and payroll can easily understand.
• Prepare the list of employees to be put into this group.

Workflow

1. Open Procurement / Related Masters / Employee Group.
2. Enter the group code and description using consistent names.
3. Add the employees that belong to the group if the detail section is available.
4. Re-check so that no employee ends up in the wrong group.
5. Save, then use this group on employee data or related report filters.

Key Fields

Details and Relations

• The Employee detail contains the group members. Use this section to check who is included in the group.

What Happens After Saving

• The group can be used to filter employees in payroll, attendance, or personnel reports.
• Changing group members can change filter results and report grouping.
• A changed code or description is reflected in data selections and reports that use this group.

Common Problems

• Group does not appear when selected: check the code, search keyword, and user access rights.
• Employee is in the wrong group: check the group member detail and the related employee data.
• Data cannot be saved: make sure the code and description have been filled in.

Available Fields

The following list summarizes the fields available on the form. Rarely used fields are still listed so they are easy to look up during training or support.

User Checklist

Menu Location

• Procurement / Related Masters / Employee Group
  /form/employeegroup