Edit a group

You can modify groups as needed. However, the system does not retain historical data about groups. If you move an employee out of a group, the history of any activity Core component of both schedules and time records in Workforce Management (WFM). When an employee performs any kind of work, activities specify the scheduled work and capture employee adherence to their schedule. completed as a group member is lost.

Example: A block of lessons is assigned to a group. If group member takes the lessons and then is removed from that group, those lessons do not appear on the Student Transcript report for the employee.

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. From the Groups Selection list, select the group to edit.

  3. Edit the group as needed:

    • Change the Name or Description.

    • Add or remove group members.

  4. Click Save.

Group settings

Add members to a group

Groups overview