FAQ: Adding persons to a group

Select the item Groups in the menu tree under Administration.

This menu item provides a list of all created groups (loose groups and hierarchical groups) of the client (company).

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Using the input fields under Short name, Name, Description, Client, Organisational structure, Valid from and Valid to, the list can be restricted accordingly.

For example, by entering "M" in the Short name field, the list can be restricted to groups whose short name contains at least one "M".

To edit the desired group, simply click in the line or on the edit  symbol.

Ad a person

After selecting a group, you can add staff members to the selected group by clicking on the Persons tab.

ATTENTION: Please note that an employee can only be a member of ONE hierarchical group (group from the organigram) at any one time, but can be a member of any number of Loose groups at the same time. The following screenshot shows whether you are currently editing an organigram group or a Loose group (marked in red).

By clicking on New Person Assignment, members can be added to this group.

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After clicking, the following table appears:

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After selecting the person (Huber Heinrich in this case; the selection can be made either by simply typing in the field or by clicking on the button with the 3 dots), you can click on Save. The fields Valid from and Valid to are either filled with the default values (Valid from: Today; Valid until 1.1.3000) or - as in this case - there is the option to enter a concrete date to specify that Mr. Heinrich Huber should be a member of this group from 01.03.2023 onwards.

Note: The previous assignment of an employee to a group in the organisation chart is automatically deleted when the new assignment becomes valid.

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After saving, the staff member appears in the list of group members.

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The employee's group membership can be deleted by clicking on or edited by clicking on .

Additional information

You can find more information on the topic of groups under the following link: Groups