The Group tab organizes and stores information detailing employee group membership. A group as defined within SDSpro is a discrete set of employees who share a common responsibility, privilege or other characteristic relating to the company.
1. Select Admin, and select the Human Resources tab.
2. Select Groups.
3. Select Records.
A.Select List All Records to list all records in the company database.
B.Select Search for Records to open the Query Editor.
C.Select Add Records to add a new company.
Group Output Form
1. Click New to create a new group record.
2. Click Delete to remove the highlighted group record.
3. Click All to view the entire list of groups.
4. Click Search to search for groups matching a specific criteria using Query Editor.
5. Click Sort to sort the groups alphabetically by Group ID, Group Name, Description or Locked.
6. Click Close to close the Modify Groups Output form.
7. To Edit an existing employee record, double-click on the employee name which will open that specific Employee Data Entry form.
Adding a Group Record
Selecting New on the Group Output form loads the Group Data Entry form.
1. Enter the name of the Group to be created in the Group Name field.
2. Enter the description of the new Group including the roles, responsibilities, privileges and authorities group members will have into the Description field.
NOTE: |
Some Groups are used by the system and cannot be changed. These Groups are locked and the Locked check box will be checked. |
3. Click Save to save the new group.
Editing an Existing Group Record
To Edit an existing group record, double-click on the group name which will open that specific Group Data Entry form.
1. Edit the Group Name and Description fields with appropriate data.
2. Click Save to save changes to the Group record.