Groups are ways to further specify an employee’s position in an organization. A group starts with a Department, such as Accounting, Sales, or Warehouse. Groups can expand out and enable Trakstar Administrators to gather important data by group. For example, an Administrator may wish to see a report on performance for employees in the Warehouse at the Springfield location.
Step 1: Select Settings and then Groups tab from the Navigation Bar. Your organization may already have one or more groups listed in this area. This is because groups may be designated during your organization’s initial data import into Trakstar.
Step 2: Existing groups may be reordered, using the promotion/demotion arrows. Groups may be retitled by clicking Edit.
Step 3: New Group types may be added by clicking Add a Group Type. Groups may be added or deleted by clicking Add a Group.
Step 4: In order to assign a Group to a single Employee, navigate to the Employees tab on the Navigation Bar. Click on the desired employee’s name.
Step 5: Click Edit to open up editable data fields.
Step 6: Assign the employee to the desired groups using the drop-down menus. Click Save.
Step 7: In order to assign a Group to multiple employees at the same time, select multiple employees from the Employee list. Click Bulk Edit.
Step 8: Click the arrow to expand the Group fields. Select which groups you would like to assign to the selected employees. Click Save when the desired changes have been made.
Deleting Groups is a little trickier. Before deleting a group, all references to that Group must be removed from Active Employee records first. Select multiple employees that contain the Group to be deleted, and choose None from the pop-up menu. When all references to the Group are gone, the group may be deleted from the Groups tab.