Groups

Administrator, Settings
Reading time: 2 min

*Groups are ways to further specify an employee’s position in an organization.  A group starts with a Department, such as Accounting, Sales, or Warehouse.  Groups can expand out, as in this example: Department<Location<Region<Area<Division.  Groups enable Reviewsnap Administrators to gather important data by group.  For example, an Administrator may wish to see a report on performance for employees in the Warehouse at the Springfield location.

Step One: Select Settings and then Groups tab from the Navigation Bar. *Your organization may already have one or more groups listed in this area. This is because groups may be designated during your organization’s initial data import into Trakstar.

Step Two: Existing groups may be reordered, using the promotion/demotion arrows.  Groups may be retitled by clicking Edit.

Step Three: New Group types may be added by clicking Add a Group Type. Groups may be added or deleted by clicking Add a Group.

Step Four: In order to assign a Group to a single Employee, navigate to the Employees tab on the Navigation Bar. Click on the desired employee’s name.

Step Five: Click Edit to open up editable data fields.

Step Six: Assign the employee to the desired groups using the drop-down menus. Click Save.

Step Seven: In order to assign a Group to multiple employees at the same time, select multiple employees from the Employee list. Click Bulk Edit.

Step Eight: Assign multiple employees to groups at the same time. Click Save Group Data when the desired changes have been made.

*Deleting Groups is a little trickier.  Before deleting a group, all references to that Group must be removed from Active Employee records first. Select multiple employees that contain the Group to be deleted, and choose None from the pop-up menu. When all references to the Group are gone, the group may be deleted from the Groups tab.