Add and Remove Employees from Schedule Groups

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This job aid and video explains how to add and remove employees from schedule groups defined in your schedule.

Employees can be in more than one group, but you can only add to one group at a time.

In the schedule, click View by > Schedule Group. The available groups are listed in the first column as well as the ungrouped employees.
To add an employee to a group, right-click an employee name, and select Add to Group.

Note:

To add multiple employees, click the check box next to each name you want to add, then right-click one of them. You can also control-click or shift-click the employees, then right-click one of them.

In the Add to Group panel, do the following:
1. Select a group from the Groupdrop-down box.
2. Specify a Start Dateand an End Date.
3. (Optional) Clickthe option Remove employees from other schedule inheritance groups for selected date range.
4. Click Apply.

Schedule page with View By drop-down displayed

Right-click options display with Add to Group and Remove from Group highlighted

An employee can be in more than one group, but you can only remove employees from one group at a time.

In the schedule, click View by > Schedule Group. The available groups are listed in the first column as well as the ungrouped employees.
To remove an employee from a group, right-click an employee name, and select Remove from Group.

Note:

To remove multiple employees, click the check box next to each name you want to add, then right-click one of them. You can also control-click or shift-click the employees, then right-click one of them.

In the Remove from Group panel, do the following:
1. Select the group from the Groupdrop-down box.
2. Specify a Start Dateand an End Date.
3. Click Apply.

Right-click options displayed with Add to Group and Remove from Group highlighted