Build and Manage Groups (Departments)

Groups help further define an employee's place within your organization. A group typically begins with a department, such as Accounting, Sales, or Warehouse, but you can create additional group types to organize employees in ways that support your reporting needs.

For example, you might create groups that allow you to report on the performance of employees in the Warehouse department at your Springfield location.

Access Group Settings

Sign in as an administrator.
Navigate to Settings.
Select Groups.

Your organization may already have one or more groups configured. These groups may have been created during your organization's initial data import into Trakstar Perform.

Manage Existing Groups

Within the Groups page, you can manage your existing group structure.

You can:

Reorder group types using the promotion and demotion arrows.
Rename an existing group type by selecting Edit.
Create a new group type by selecting Add a Group Type.
Add or delete individual groups by selecting Add a Group.

Assign a Group to an Individual Employee

To assign or update group information for a single employee:

Navigate to Employees.
Select the employee you want to update.
Scroll to the Custom Groups section of the employee profile.
Hover over the group you want to edit and select the pencil icon.
Use the available drop-down menus to assign the employee to the appropriate groups.
Select Save.

Assign Groups to Multiple Employees

To update group assignments for several employees at once:

Navigate to the Employees list.
Select the employees you want to update.
Select Bulk Edit.
Expand the Group fields.
Choose the appropriate group assignments.
Select Save to apply the changes to all selected employees.

Delete a Group

Before a group can be deleted, it must no longer be assigned to any active employee records.

To remove a group:

Identify all employees currently assigned to the group.
Select the affected employees and update their group assignment to None.
Save the employee updates.
Once all references to the group have been removed, return to Settings > Groups.
Delete the group.

Important: A group cannot be deleted while it is still assigned to one or more active employee records.