# Employee Group

<div class="ListContainerWrapper SCXW44752780 BCX0" id="bkmrk-objective%3A%C2%A0to-define-1">- <span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Objective:</span></span> Organizes your workforce into structured categories, making management and permissions easier.

</div>**<span class="TextRun SCXW96639903 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW96639903 BCX0" data-ccp-parastyle="heading 3">Key Functions</span></span>**<span class="EOP SCXW96639903 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"134245418":true,"134245529":true,"201341983":0,"335551550":0,"335551620":0,"335559738":246,"335559739":246,"335559740":300}"> </span>

<div class="ListContainerWrapper SCXW96639903 BCX0" id="bkmrk-create-and-manage-em">- <span class="TextRun SCXW96639903 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW96639903 BCX0">Create and manage employee groups</span></span><span class="EOP SCXW96639903 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":0,"335551620":0,"335559738":0,"335559739":0,"335559740":300}"> </span>

</div><div class="ListContainerWrapper SCXW96639903 BCX0" id="bkmrk-assign-employees-to-">- <span class="TextRun SCXW96639903 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW96639903 BCX0">Assign employees to specific groups</span></span><span class="EOP SCXW96639903 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":0,"335551620":0,"335559738":0,"335559739":0,"335559740":300}"> </span>

</div><div class="ListContainerWrapper SCXW96639903 BCX0" id="bkmrk-use-groups-for-acces">- <span class="TextRun SCXW96639903 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW96639903 BCX0">Use groups for access control, workflows, or reporting</span></span><span class="EOP SCXW96639903 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":0,"335551620":0,"335559738":0,"335559739":0,"335559740":300}"> </span>

</div>**<span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0" data-ccp-parastyle="heading 3">Core Components &amp; Data Fields</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"134245418":true,"134245529":true,"335551550":0,"335551620":0,"335559738":0,"335559739":120}"> </span>**

<span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">The "Create" form for this module acts as a template for labor compliance and scheduling flexibility.</span></span>

<div class="OutlineElement Ltr SCXW44752780 BCX0" id="bkmrk-field-%2F-component%C2%A0-d"><div class="TableContainer Ltr SCXW44752780 BCX0"><div aria-hidden="true" class="WACAltTextDescribedBy SCXW44752780 BCX0" id="bkmrk--11"></div><table aria-rowcount="7" border="0" class="Table Ltr TableWordWrap SCXW44752780 BCX0" data-tablelook="1696" data-tablestyle="MsoNormalTable" dir="ltr" style="width: 100%; height: 258.969px;"><tbody class="SCXW44752780 BCX0"><tr aria-rowindex="1" class="TableRow SCXW44752780 BCX0" role="row" style="height: 46.5938px;"><td class="FirstRow FirstCol AdvancedProofingLightMode ContextualSpellingLightMode SpellingErrorLightMode SimilarityReviewedBlack SimilarityUnreviewedLightMode AddInCritiqueRedLightMode2 AddInCritiqueGreenLightMode2 AddInCritiqueBlueLightMode2 AddInCritiqueLavenderLightMode2 AddInCritiqueBerryLightMode2 HighContrastShading SCXW44752780 BCX0" data-celllook="69905" role="rowheader" style="width: 15.0179%; height: 46.5938px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Field / Component</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td><td class="FirstRow AdvancedProofingLightMode ContextualSpellingLightMode SpellingErrorLightMode SimilarityReviewedBlack SimilarityUnreviewedLightMode AddInCritiqueRedLightMode2 AddInCritiqueGreenLightMode2 AddInCritiqueBlueLightMode2 AddInCritiqueLavenderLightMode2 AddInCritiqueBerryLightMode2 HighContrastShading SCXW44752780 BCX0" data-celllook="69905" role="columnheader" style="width: 37.3063%; height: 46.5938px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Description</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td><td class="FirstRow LastCol AdvancedProofingLightMode ContextualSpellingLightMode SpellingErrorLightMode SimilarityReviewedBlack SimilarityUnreviewedLightMode AddInCritiqueRedLightMode2 AddInCritiqueGreenLightMode2 AddInCritiqueBlueLightMode2 AddInCritiqueLavenderLightMode2 AddInCritiqueBerryLightMode2 HighContrastShading SCXW44752780 BCX0" data-celllook="69905" role="columnheader" style="width: 47.5566%; height: 46.5938px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Professional Utility</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td></tr><tr aria-rowindex="2" class="TableRow SCXW44752780 BCX0" role="row" style="height: 46.5938px;"><td class="FirstCol SCXW44752780 BCX0" data-celllook="4369" role="rowheader" style="width: 15.0179%; height: 46.5938px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Group Name</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td><td class="SCXW44752780 BCX0" data-celllook="4369" style="width: 37.3063%; height: 46.5938px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Text input (e.g., "Executive Team," "Staging/Interns").</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td><td class="LastCol SCXW44752780 BCX0" data-celllook="4369" style="width: 47.5566%; height: 46.5938px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Categorizes staff for easier scheduling.</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td></tr><tr aria-rowindex="3" class="TableRow SCXW44752780 BCX0" role="row" style="height: 29.7969px;"><td class="FirstCol SCXW44752780 BCX0" data-celllook="4369" role="rowheader" style="width: 15.0179%; height: 29.7969px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Paid Leave</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td><td class="SCXW44752780 BCX0" data-celllook="4369" style="width: 37.3063%; height: 29.7969px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Numerical input (Days per Year).</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td><td class="LastCol SCXW44752780 BCX0" data-celllook="4369" style="width: 47.5566%; height: 29.7969px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Automates benefit tracking for full-time staff.</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td></tr><tr aria-rowindex="4" class="TableRow SCXW44752780 BCX0" role="row" style="height: 29.7969px;"><td class="FirstCol SCXW44752780 BCX0" data-celllook="4369" role="rowheader" style="width: 15.0179%; height: 29.7969px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Unpaid Leave</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td><td class="SCXW44752780 BCX0" data-celllook="4369" style="width: 37.3063%; height: 29.7969px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Numerical input (Days per Year).</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td><td class="LastCol SCXW44752780 BCX0" data-celllook="4369" style="width: 47.5566%; height: 29.7969px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Sets boundaries for part-time or casual labor.</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td></tr><tr aria-rowindex="5" class="TableRow SCXW44752780 BCX0" role="row" style="height: 29.7969px;"><td class="FirstCol SCXW44752780 BCX0" data-celllook="4369" role="rowheader" style="width: 15.0179%; height: 29.7969px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Sick Leave</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td><td class="SCXW44752780 BCX0" data-celllook="4369" style="width: 37.3063%; height: 29.7969px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Numerical input (Days per Year).</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td><td class="LastCol SCXW44752780 BCX0" data-celllook="4369" style="width: 47.5566%; height: 29.7969px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Essential for health safety (HACCP) compliance.</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td></tr><tr aria-rowindex="6" class="TableRow SCXW44752780 BCX0" role="row" style="height: 46.5938px;"><td class="FirstCol SCXW44752780 BCX0" data-celllook="4369" role="rowheader" style="width: 15.0179%; height: 46.5938px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Trade Shift</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td><td class="SCXW44752780 BCX0" data-celllook="4369" style="width: 37.3063%; height: 46.5938px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Toggle (Yes/No)</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td><td class="LastCol SCXW44752780 BCX0" data-celllook="4369" style="width: 47.5566%; height: 46.5938px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Determines</span><span class="NormalTextRun SCXW44752780 BCX0"> if this any employee wants to exchange his/her shift with another employee.</span></span>

</td></tr><tr aria-rowindex="7" class="TableRow SCXW44752780 BCX0" role="row" style="height: 29.7969px;"><td class="FirstCol LastRow SCXW44752780 BCX0" data-celllook="4369" role="rowheader" style="width: 15.0179%; height: 29.7969px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Status</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td><td class="LastRow SCXW44752780 BCX0" data-celllook="4369" style="width: 37.3063%; height: 29.7969px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Toggle (Active/Inactive)</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td><td class="LastCol LastRow SCXW44752780 BCX0" data-celllook="4369" style="width: 47.5566%; height: 29.7969px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Instantly enables/disables all permissions for this group.</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td></tr></tbody></table>

</div></div>**<span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0" data-ccp-parastyle="heading 3">Functional Components</span></span>**<span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"134245418":true,"134245529":true,"335551550":0,"335551620":0,"335559738":0,"335559739":120}"> </span>

<div class="ListContainerWrapper SCXW44752780 BCX0" id="bkmrk-search-bar%3A%C2%A0quick-fi">- <span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Search Bar:</span></span><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0"> Quick-filter groups by name (e.g., searching "Front" to find "Front of House").</span></span>

</div><div class="ListContainerWrapper SCXW44752780 BCX0" id="bkmrk-%27create%27-button%3A%C2%A0ope">- <span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">'Create' Button:</span></span><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0"> Opens the configuration suite for a new group.</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":240,"335559739":240}"> </span>

</div>[![image.png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/scaled-1680-/fQ4image.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/fQ4image.png)

*Figure: Employee Group*

[![Screenshot 2026-03-03 093524.png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/scaled-1680-/screenshot-2026-03-03-093524.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/screenshot-2026-03-03-093524.png)

We can create an Employee Group along with different parameters:  
-Name   
-Paid leave count  
-Unpaid leave count  
-Sick leave count  
-Trade shift count   
-Paid leave count per month  
-Unpaid leave count per month  
-Sick leave count per month