Custom Groups

Custom Groups



Custom User Groups are used to associated users with each other. You can think of them like workgroups that have users from different locations and/or workgroups. An example of how you might use them is to group together all users from Sales departments who are in different locations.



Creating and managing custom user groups is available to Administrators from 'Settings' on the main menu. Select the 'Groups' sub menu. If no custom user groups have been defined, you can create a new group by clicking the 'New Custom User Group'.



The 'Custom User Groups Details' page has four sections. We will now examine each section and it's associated settings in detail to allow you to configure the Custom Group correctly from the page. As you will see, you can add all the members of a workgroup or individual users as required to create whatever user group you need.

Group Name


This is a required field which allows you to enter a name for the user group.

Workgroups


This section has two scrolling panes listing the available workgroups and a vertical navigation bar between them. To add all the members of a workgroup to the group, select a workgroup in the left hand pane and then click the right arrow to move it to the right hand pane. Alternately, to remove a workgroup from the group, select a workgroup in the right hand pane and move it to the left hand pane by clicking the left arrow. Clicking the double left or double right arrow moves all the entries from one pane to the other. Tip! You can also use 'Ctrl-click' to select multiple workgroups at the same time.

Employees


This section works in a similar way to the Workgroups section except it is used to select individual employees.

Submit / Cancel


These buttons allow you to either submit or cancel the entries you have made and return to the 'Custom User Groups' page.


When you have added all the members of the group press 'Submit' and the new Custom Group will be created.



Once you have created at least one Custom Group, you will then have the option to edit or delete groups. Clicking the 'Delete' button will delete the group listed on that row. Clicking the 'Edit' button will take you to the Custom User Groups Details page for the group listed on that row.



General

  1. Setting up hours based leave for part-time workers
  2. Resetting your password
  3. Verifying status of a leave request
  4. The Line Manager Dashboard
  5. Restrictions Part 1
  6. Restrictions Part 2
  7. Custom Groups
  8. Work (Shift) patterns
  9. Setting up LeaveWizard–Summary
  10. Setting up LeaveWizard – Public Holidays
  11. Setting up LeaveWizard – Approvers
  12. Setting up LeaveWizard – Event types and Allowances
  13. Organization And Employees
  14. Setting up LeaveWizard – Basic settings
  15. Monthly Allowance Report Emails
  16. Recording leave in hours
  17. Location specific Public Holidays
  18. Showing and hiding allowances and leave details
  19. Carry overs explained
  20. Allowing events to be recorded on non-working days
  21. Allowing events to be requested in the past
  22. How to allow or disallow users editing requested events
  23. Setting the company and user leave year
  24. The Bradford Factor
  25. Overtime and Time Off in Lieu
  26. How is my billing information processed?
  27. Subscribing to a paid plan
  28. How can I view my account details
  29. How to manage room bookings
  30. How to share your company calendar
  31. Outlook and Google Calendar Integration
  32. Specifying someone to cover leave
  33. Alternative Work Patterns
  34. My Settings
  35. Cancelling leave
  36. I want to book a period of leave that incorporates a bank holiday. How do I stop this day from being deducted from my holiday allowance?
  37. Recording absence
  38. Base Leave Types
  39. Changing your password with LeaveWizard
  40. Approving or Rejecting Leave
  41. Leave Charts and Calendars
  42. Requesting leave
  43. Configuring allowances
  44. Adding New Users
  45. Tracking appointments in LeaveWizard
  46. How does LeaveWizard Calculate Holiday Entitlement
  47. How to include bank holidays in the holiday allowance, then book these as a bulk booking for all the company
  48. Mandating leave requests in advance
  49. My line managers aren't approving leave requests, what should I do?

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