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Employee Groups

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Access to Employee Groups:

To access Employee Groups, select the corresponding option from the navigation menu.
The page will display a list of all created groups, along with basic information for each, such as:

  • Group Name
  • Group Type: Collaboration Conditions, Importance Level
  • Number of Active Members
  • Company Department it belongs to

The Employee Group’s grid supports filtering, sorting, and pagination, as described in the “Data Management in Grids” section.

Managing Employee Groups:

All user types can manage Employee Groups.

Adding an Employee Group:

To create a new employee group, click the “Add” button.
The “Add Employee Group” form will appear, where you fill in the following fields:

Mandatory fields:

  • Group Name*: Enter the name of the group.
  • Company Department*: Select the department to which the group belongs.

Optional fields:

  • Notes: Add additional information if needed.
  • Active: Check the box to indicate that the group is active and valid.

Group Types:

Collaboration: Used when group members need to work together.

  • Settings:
    • Same Time: Members work during the same time period.
    • Same Location: Members work in the same place.
    • Importance Level: Mandatory choice (High / Low).
    • Validity Period: Set start and end dates.

No Collaboration: Used when members should not work together.

  • Settings:
    • Same Time and Same Location (to avoid simultaneous presence).
    • Importance Level: Mandatory choice.
    • Validity Period: Set start and end dates.

Custom: Intended for groups with special collaboration or scheduling requirements.

  • Note: Implementation is done in cooperation with our team, based on your specific needs.

Managing Employees in a Group:

Select the group from the list and click “Manage Employees.”
In the “Manage Employees – [Group Name]” form, you can:

  • Add Employees: Select employees and optionally specify start and end participation dates.
  • Remove or Edit: Select employees to remove or edit participation details.
    Click “SAVE” to apply changes.

Editing and Deleting Groups:

To edit a group, select it from the list and click “Edit” or double-click to modify details.
To delete a group, select it and click “Delete.”
Note: Deletion is only possible if the group contains no employees or is not used in active scheduling settings, ensuring data integrity.

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