Adding and Removing Employees to Schedule Groups

Schedule groups organize employees who share the same shifts into groups that make their schedules easier to create, manage, and view. This job aid explains how to add and remove employees to and from schedule groups.

To add employees to a schedule group:

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

1. In the schedule, select View by > Schedule Group. The available groups are listed in the first column as well as the ungrouped employees.
2. Select the check box next to the employee’s name(s).
3. Right-click any of the selected employees and select Add to Group.

Note: To add multiple employees, select the check box next to each name you want to add, then right-click one of the names. 

4. In the Add to Group panel, do the following:
   1. Select a group from the Group drop-down box.
   2. Specify a Start Date and optionally, an End Date.
   3. Ensure that the Remove employees for other inheritance groups for selected date range option is selected or cleared, as needed.
   4. Click Apply.

 

   

 

To remove an employee from a schedule group:

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

1. In the schedule, click View by > Schedule Group. The available groups are listed in the first column as well as the ungrouped employees.
2. Select the check box next to the employee’s name(s).
3. Right-click any of the selected employees and select Remove from Group  .

Note: To remove multiple employees, select the check box next to each name you want to remove, then right-click one of the employee names.

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