How do I manage groups?

Modified on Mon, 13 Oct at 2:27 PM

Groups are a tool to allow you to customise your schedule for your company. Rather than only being able to view employees alphabetically or grouped by job role you can create custom groups to categorise your team, grouping all customer-facing employees together or ordering by department as you see fit.

Go to Company Settings > Team > Groups

Here you'll see any groups that have already been set up for your account.

Add new groups by clicking the 'Add Group' button at the top of the page. Enter the group name, then click the Save button. Your new group will be added to the list, ready for you to start assigning it to employees.

To edit an existing group click the three dots to the right of the listing and select 'Edit'. 

To delete an existing group click the three dots to the right of the listing and select 'Delete'. 

If you want to change the order in which your groups display on the schedule you can drag them up and down in the list as needed.

Struggling to find this feature in your Shiftie account?

Check our permissions and plan pages to make sure you have access.

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