Adding A New Employee Group

Click here to view the "Add a New Employee Group" video

Step #1

Click here to access "Training Manager".

Note: Depending on when your organization began using Isolocity, this module may appear as “Human Resources” instead of its current name.

Step #2

Click "Employee Groups".

Step #3

Click "Create An Employee Group".

Step #4

Enter a "Group Name".  Employee Groups are training groups that also control document permissions. Most clients set them up by department, while others use job titles.

Step #5

Enter the "Next Review Date". 

Step #6

Enter the "Frequency" and "Duration".  Specify the Frequency (number) and Duration (days, months, or years) for the employee group review.  Example: Frequency = 12, Duration = months → Next Review Date is 12 months from today.

Step #7

Click "Create Employee Group". 

Step #8

Add Employees to the Group.

Note: Employees can also be added to Employee Groups in the Employee Manager Module, for more information click here.