Welcome to Isolocity's Support

FAQs for "Adding a New Employee Group"

1. What is an Employee Group in the Isolocity system, and why is it important?
A: An Employee Group in Isolocity is a categorized collection of employees, usually grouped by department, role, or project team. Employee Groups simplify the assignment of training, tasks, and responsibilities, ensuring that processes are streamlined and efficiently managed across the organization.

2. How do I start the process of adding a new Employee Group?
A: Log in to the Isolocity system and navigate to the "Human Resources" section by clicking on the "Human Resources" tab on the main dashboard (this may sometimes be labeled “Training Manager”). This section manages all employee-related functions.

3. What is the next step after accessing the Human Resources section?
A: Click on the "Employee Groups" option (sometimes called “Training Manager”). This opens the interface where you can manage existing groups and create new ones.

4. How do I create a new Employee Group?
A: Click on the "Create An Employee Group" button within the Employee Groups interface. A form will open where you can enter the necessary details to set up the new group.

5. What information is required when creating an Employee Group?
A: Required information includes:

• Group Name: A unique, descriptive name identifying the group.

• Status: Set as "Active" or "Inactive."

• Review Date: Date to reassess the group’s status or composition.

• Frequency: How often the group’s status or training needs should be reviewed.

• Duration: Length of time the group remains active before review or reactivation.

6. Why is it important to set the status of the Employee Group as Active or Inactive?
A: Active makes the group functional, allowing assignment of tasks, training, and responsibilities. Inactive pauses the group so members won’t be assigned new duties until reactivated, useful for temporary or project-based groups.

7. How do I enter the Group Name, and what should it represent?
A: Enter a descriptive name reflecting the group’s purpose or department, such as "HR Team" or "Project A Team," to ensure easy identification within the system.

8. What is the purpose of setting a Review Date for the Employee Group?
A: The Review Date is when the group’s composition, status, and needs will be reassessed. Regular reviews ensure the group remains relevant and aligned with organizational needs.

9. How do I determine the Frequency for reviewing the Employee Group?
A: Frequency indicates how often the group should be reviewed (e.g., every 12 months). This ensures the group’s composition and activities remain current and aligned with organizational goals.

10. What does setting the Duration for the Employee Group involve?
A: Duration specifies how long the group remains active (e.g., 12 months). This is important for time-limited or project-specific groups to ensure they are deactivated when no longer needed.

11. What should I do after filling out all the required fields?
A: Review the information for accuracy, then click "Create Employee Group" to finalize and save it in the system, making it available for use.

12. Can I edit an Employee Group after it has been created?
A: Yes. Navigate to "Employee Groups," select the group to edit, and update details such as name, status, review date, or membership.

13. How do I manage the members of an Employee Group?
A: Select the group in the Employee Groups interface and update the membership list to add or remove members as needed.

14. What happens if an Employee Group is set to Inactive?
A: Inactive groups are paused: members won’t be assigned new tasks, training, or responsibilities until the group is reactivated.

15. Can I assign an Employee Group to specific tasks or projects?
A: Yes. Employee Groups can be assigned to training programs and given view access to documents.

16. How do I ensure that Employee Groups are aligned with organizational structure?
A: Create groups reflecting your organization’s departments, roles, or project teams. Regularly review to ensure alignment with structural changes.

17. How do I view all existing Employee Groups in the system?
A: Navigate to the "Employee Groups" section within the Human Resources module to see all groups, including names, statuses, and key details.

18. Can I assign multiple Employee Groups to a single project?
A: Yes. Multiple groups can be assigned to a single project, which is useful for cross-departmental training and document access.

19. How do I deactivate an Employee Group temporarily?
A: Change its status from "Active" to "Inactive" in the group settings to pause activities without deleting the group.

20. What should I consider when setting the Frequency of reviews for an Employee Group?
A: Consider the group’s activity type, membership stability, and the importance of regular updates. Dynamic groups may need more frequent reviews than stable groups.

21. How do I communicate changes in Employee Group composition to its members?
A: Use system notifications or direct communication from managers to inform members about updates and ensure clarity on roles.

22. What are the next steps after creating an Employee Group?
A: After creation, add the group to relevant documents or training programs and associate them with employees.