Creating custom employee group

Last published : Oct 15, 2026
You must have the Manage Employees permission to set up an employee group. By default, users with the application-level App User Admin role have this permission.
To create a custom employee group
  1. In the left navigation pane, click Groups.
  2. Click on the Employee Groups section and expand it.
  3. By default, the General tab is displayed. If not, select the General tab. On the action bar of the tab, click New Custom Group. The New Employee Group dialog box appears.
    image
  4. Provide the following details:
    • Name: Specify a name for the employee group.
    • Description: Specify a description for the employee group.
  5. To add employees to the group manually, click the Members tab.
    image
  6. Click Add. Add Members window is displayed.
    Select the employees from the list as shown in the following sample image:
    image
  7. Click Save.