Add members to a group

You can only add employees to a group at the lowest level of a group tree. Once you add the employees to a group, you cannot create a child group below it.

Employees assigned to child groups automatically become members in parent groups.

Procedure 

  1. Go to Organization Management Module in WFO that allows administrators to set up different hierarchies to manage users from a single, unified, Web interface.. Under Hierarchies, select Group Settings.

  2. Select the group at the lowest level of a group tree.

    The Members area lists the Available Employees.

  3. To filter the list of Available Employees, select the arrow icon next to the Available Employees box.

    From the drop-down list, select a filtered organization from which to select individuals to add to the group.

  4. Select individuals from the list.

    To select multiple individuals, hold the CTRL key on your keyboard as you select each individual.

  5. Select the right double-arrow icon to include the selected employees in the Selected Employees list.

    To remove an employee from the Selected Employees list, select the employee and then select the left double-arrow icon.

  6. Select Save.

Create a group

Group settings

Groups overview

Filtering Getting Started Guide