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

Step 1: Log in as an administrator via browser.

1. Step 2: Navigate to “Settings,” then “Employee Groups.”
2. Step 3: Click “New Employee Group.”
3. Step 4: Under “General Settings,” create a name for your group.
4. Step 5: Fill out the group profile settings.
5. 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. 

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 update.
   Step 4: Under “General Settings,” select your group from the dropdown list.
   Step 5: Click “Save Settings.”
2. 

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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