How do I manage groups? (Desktop)

Modified on Fri, 16 Sep 2022 at 04:23 PM

Plans:Startup ShiftieA Little Bit ShiftieVery Shiftie
Permissions:EmployeeSchedule ManagerSystem ManagerAccount Owner

You're on the Desktop version of this article. To view the Mobile version see How do I manage groups? (Mobile)

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.

  1. Head over to the settings page by clicking on the cog icon at the bottom left of your screen. 
  2. Select the 'Groups' tab under the Team heading on the left of the screen.
  3. Here you'll see any groups that have already been set up for your account. 

    1. 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.
    2. To edit an existing group click the 'Edit' button to the right of the listing.
    3. To delete an existing group click the bin icon to the right of the listing.

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