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Creating Groups in a Department and Assigning Groups to Staff

Groups are used to categorize staff within a department based on shared characteristics. This makes the staff list more organized and simplifies group-based operations during planning.

Written by Oplist
Updated over 3 weeks ago

How to Access This Setting

To create a group in a department:

  1. Go to the Department section from the left menu.

  2. Open the Staff Members tab.

  3. Locate the Groups area at the top of the page.

  4. Click the Create New Group button in the top right corner.

Creating a New Group

On the Create New Group screen:

  • Enter the Group Name

  • Optionally add a Description

  • Select a Group Label Color

After entering the required information, click Create New Group to save it.

Created groups are displayed in the Groups section and appear as labels in the staff list only after being assigned to a staff member.

Assigning Groups to Staff

After groups are created, they can be assigned to staff members.

There are two ways to assign a group:

1. Bulk Group Assignment

  1. Select multiple staff members from the staff list.

  2. Click the Edit button that appears at the top right.

  3. Choose the relevant group from the opened screen and save changes.

2. Individual Group Assignment

  1. Click the three-dot menu in the relevant staff member’s row.

  2. Open the Edit option.

  3. Select the group from the Group field and save changes.

Usage Notes

  • A staff member can belong to only one group at a time.

  • Groups represent classification within the department.

  • Groups help visually separate staff in the staff list.

  • Groups allow defining group-based staff requirements in shift planning.

For example, you can define different required staff requirements for Senior and Junior groups within the same shift.

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