Add Members to Groups

You can add members to a group manually, regardless of whether you've configured the group to use eligibility criteria. You add members to groups using the Search dialog box in the Members tab of HR Admin > Groups.

To add members to a group:

1. Go to HR Admin > Groups and select the group you want to add members for.
2. Click the Members tab.
3. Click Add. The Search dialog box opens.
4. (Optional) Filter the list of employees in the Filter tab. For example, if you only want to add cashiers to the group, select Cashier in the Job drop-down list.
5. Note: You can save filters by clicking Save Filter as, entering a name, and clicking Save. The application saves the filter to the Saved Items tab in the Search dialog box.
5. Do one of the following to add users to the group:
   • To add all of the users in the list, click All.
   • To add specific users, select the appropriate checkboxes and then click Add.
6. The application moves the selected users to the Selected Employees section.
7. Note: You can save this list of users by clicking Save List as, entering a name for the list, and clicking Save. The application adds the saved list to the Saved Items tab in the Search dialog box.
6. Click Select. The users are added to the group.
7. In the Effective From column, specify the effective date for the group membership.
8. (Optional) To end group membership on a certain date, enter that date in the Effective To column.
9. Click Save.