Employee Groups

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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

  1. Step 1: Log in as an administrator via browser.
  2. Step 2: Navigate to “Settings,” then “Employee Groups.”
  3. Step 3: Click “New Employee Group.”
  4. Step 4: Under “General Settings,” create a name for your group.
  5. Step 5: Fill out the group profile settings.
  6. 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 browser.
  2. Step 2: Navigate to “Employees,” then “View Full Employee List.”
  3. Step 3: Click the edit icon next to the employee you’d like to add.
  4. Step 4: Under “General Settings,” select your group from the dropdown list.
  5. Step 5: Click “Save Settings.”

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 browser.
  2. Step 2: Navigate to “Employees,” then “View Full Employee List.”
  3. Step 3: Click the edit icon next to the employee you’d like to modify.
  4. Step 4: Locate the setting you’d like to modify.
  5. Step 5: To make edits, toggle the gear icon from red to green.
  6. Step 6: Click “Save Settings.”
  7. When there are customized settings outside the group, a message will display that looks like this one below.
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What's Next

Job Costing

Learn how to set up reporting for jobs, tasks, customers, and more.

Employee Profiles and Settings

Learn about the different types of settings for employee profiles.

GPS Tracking

Learn how to set up punch locations and GPS tracking.