Groups are accessible from the Time & Activities > Set up > Groups menu and appear at the bottom of the screen.

Most of the operations that can be carried out by the Time & Activities module must be done so individually. It may be interesting to be able to carry out some of them on a group of employees, for example, the initialisation of the paid leave balance at 25 or 30 days for all the employees rather than for the employees one by one.

Created groups predefined in Kelio allow you to carry out these operations on groups of employees having a common denominator (schedule, end-of-period calendar, etc.) but it is also possible to create mixed groups for specific requirements.

tog_minus        Creating a group

1.Click on icn_add_black or right-click on the list at the bottom of the screen and select Add.

2.Enter a Description and an Abbreviation for this group.

3.Select the Group type. Private (only the administrator who created this group may view and modify it) or Public (all administrators with the appropriate rights may view and modify it).

4.In the Search criteria screen, click on icn_3 dots and enter the data you want to create your group.

5.Check the Defined when this group is selected box if you want this group to be dynamic

6.Validate.

7.See the advanced options enables you to display the Setup_icon relative mode_plus buttons Setup_icon relative mode_minus, and to trigger the appearance of brackets to define groups with more than one selection criterion.

8.Save.

Once employee groups are created, they appear in Time & Activities. You may carry out most of the operations which were performed individually in the rest of the manual on these groups.