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Office Help Home

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Overview

Employee Groups are designed as a shortcut (and best practice) to assign Security, Area, and Departmental rights all at once, rather than on an individual basis.  Settings and security are assigned to the Group, and then Employees are added to the Group, to help with consistency of application as well as increased efficiency in Employee maintenance. 

Use Case
Next month, a Club will be opening a Spa due to Membership demand.  There will be specialized employees working within the Spa, and therefore a new Employee Group called Spa, will need to be established. Security will be assigned to the Group, and all Spa Specialists will become Employees of the Spa Group to ensure security and settings are applied consistently and efficiently.


Content

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Navigation 

To access Employee Groups, select Employees across the top toolbar, and choose Groups.

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The Roles tab contains the security matrix (roles and modules) as assignable to the Employee.  Note: Please see the We have a Security Rights Manual for with complete explanation explanations of Category and Security Rights.  Security all SecurityRights Coming Soon!!  Security can be assigned by placing a check in the grid.  Additionally, security Categories can be filtered for ease of reference or review.  Also note check boxes above the grid can be utilized for easy assignment (check), or un-assignment (uncheck) of entire column.

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  • Supervisors - In the Employees module, supervisors will only be able to see employees in departments to which they have been granted access.

  • GL Accounts - To see certain GL accounts, employees must have rights to the department(s) flagged within the GL account.

  • Vendors - To see certain vendors, employees must have rights to the department(s) flagged within the vendor profile.

  • Companies - With the new multi-company capabilities, to see anything associated with a specific company, the Group will need rights to a department that is linked to that company.

  • Members/Member Types - With the new multi-company capabilities, Member Types are linked to a specific company. To see any Members or Member Types associated with a specific company, the employee must have rights to a department linked to that company.

    Apply departmental permissions by checking the appropriate boxes in the Selected column.  Note that the Select All, and Deselect All buttons are also available to use for quick assignment and unassignment.  For example, if Employee should have access to all Departments, choose Select All to quickly assign.

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    Note: For timekeeping purposes, employees must have rights to the departments linked within the areas they will be working. For instance, if the Servers will be working in the Dining Room area, and the Dining Room area is linked to the Food & Beverage department, the Servers must have rights to the Food & Beverage department, for timekeeping to report properly.  If the employees do not have the correct departmental rights, they will not show on the Employee Hours report. 

Most Commonly Used Actions - Group Mgmt 

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Downloadable Guide

Employee Groups - Guide