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How to create or edit an Employee group
How to create or edit an Employee group

See how to use, create and edit Employee groups in Planday.

Saad Saeed avatar
Written by Saad Saeed
Updated over a week ago

🎯 For Admins. Learn how to delete or restore Employee group.

Learn more about the structure of Planday or see the Getting started guide.

What are Employee groups?

Employee groups can be used to define job roles in your business. Employees can then be added to one or several Employee groups based on their skill set.

Furthermore, when you assign shifts in the Schedule, the Employee groups will help you to assign the right shifts to the right employees. All shifts are linked to an Employee group and will only be available for employees added to that specific group.

How to create a new Employee group

To create a new Employee group, go to People > Employee groups and select Create employee group. Name the employee group, add employees and click save.

You can set an hourly or per-shift default wage for the whole group. We recommend you set wages individually for employees with fixed salaries.

Another option is to create an Employee group directly from the Employee page by clicking the + icon next to the Employee group filters on the left side of the screen.

How to edit an existing Employee group

You can edit the Employee group from the People page or navigate to People > Employee groups. You can edit the wage for each employee in the group or add or remove employees from the group in both places.

If editing from the Employee page, your Employee groups will show on the left side of the screen. Hover over the group you want to edit and press the pencil that appears.

If editing from People > Employee groups, click on the group name or hover over the group you want to edit and press the pencil that appears to the right on the screen.

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