Employee Groups

Overview

Employee groups are used to manage the default settings for multiple employees. Employees assigned to a group will inherit the group settings. This is a great way to save time when you are managing a large staff. 

Setup

Creating Employee Groups

• Step 1: Log in as an administrator via browser.
• Step 2: Navigate to Settings, then Employee Groups.
• Step 3: Click New Employee Group.
• Step 4: Under General Settings, create a name for your group.
• Step 5: Fill out the group profile settings.
• Step 6: When ready, click Save Settings.

Adding Employees to Groups

After adding your employees to your OnTheClock account, they can be added to groups.

• Step 1: Log in as an administrator or manager.
• Step 2: Click My Team in the top menu, then select Team Directory.
• Step 3: Click the edit icon next to the team member you’d like to update.
• Step 4: Under General Settings, select your group from the dropdown list.
• Step 5: Click Save Settings.
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Exporting Employee Groups

The Employee Groups page lets you create and manage groups that maintain default settings for employees. Any employee assigned to a group will automatically inherit the group’s settings. You can also export the list of employee groups into a CSV file for reporting, analysis, or sharing.

How to Export Employee Groups

• Step 1: Go to the Employee Groups page in your OnTheClock account.
• Step 2: Click the Export button in the upper-right corner.
• Step 3: Select the format (CSV).
• Step 4: The file will download to your device. Open it with Excel, Google Sheets, or another spreadsheet tool.

What the Export Includes

• Employee Group – The name of the group (e.g., “Full time employees,” “New hire”).
• Dept – The department the group is assigned to (if applicable).
• Employees Assigned – The number of employees currently assigned to the group.

Business Use Cases

• HR Planning – Review how many employees are assigned to each group for resource planning.
• Department Analysis – Check distribution across departments to balance workloads.
• Policy Audits – Confirm employees are properly grouped to inherit the right settings (e.g., PTO rules, schedules).
• Onboarding Review – Ensure new hire groups are set up and being used consistently.
• Data Sharing – Export and share with managers or HR teams to verify employee assignments.
• Record Keeping – Maintain historical exports to track group changes over time.

What to Expect

Overriding Group Settings

Even if your employee is in a group, you can modify settings in their profile to override group settings.

1. Step 1: Log in as an administrator or manager via a browser.
   Step 2: Click “My Team” in the top menu, then select “Team Directory” from the dropdown.
   Step 3: Click the edit icon next to the team member you’d like to modify.
   Step 4: Locate the setting you want to change.
   Step 5: To make edits, toggle the gear icon from red to green.
   Step 6: Click “Save Settings.”

2. 
3. When there are customized settings outside the group, a message will display that looks like this one below.
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