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.