How to use Work Groups

Work Groups allow you to create sub-groups within departments to better organise staff on the roster. 

What are Work Groups?

Work Groups are optional sub-groups that sit under Bases and Departments in the Roster. They help organisations manage staffing by grouping people with similar roles, skills, seniority, age or operational requirements.

How to add a Work Group

Requires access to Online Rostering > Setup > Modify All

1. Navigate to Site Settings > Rostering Setup.
    

2. In the Roster Work Groups panel, click Create new work group.
   
   
    

3. Enter the details:

   

   • Work Group – Enter the name of the work group.

   • Base – Select the related base, or choose All Bases to make it available everywhere.

   • Department – Select the related department, or choose All Departments.

   • Start Date – Optional start date that defines when the work group becomes active.

   • End Date – Optional end date used if the work group is only valid for a specific period.

   • Sort – Controls display ordering.
      

4. Click on a tick to save.

Newly created Work Groups will show on the list, sorted by Base, then Department.

To edit the details of the Work Group, click on the pencil icon.

To delete the Work Group, click on the bin icon.

Assigning Work Groups to Personnel

Once a Work Group is created, it can then be assigned to a user through the Personnel Wizard. 

The assignment can only be done to existing accounts, so if you are creating a new user, complete the Wizard first, and then go back to edit their profile.

1. Open the user’s profile.
    

2. Select the Personnel Wizard tab.
    

3. Scroll to the Employment Records section.
    

4. Select the relevant employment record.
   
   
    

5. In the Work Group field, choose the Work Group you created.
   
   
    

6. Click the tick underneath to update the employment record.
   The Work Group selection column will update.
   
   
    

7. Navigate to the next page of the wizard to apply the change.
    

Once saved and applied, the user will appear under that Work Group on the Roster, within their assigned Base and Department.
 

 

FAQs

• Why isn’t the Work Group appearing in the dropdown in the user's Personnel Wizard?

Work Groups may not appear in the dropdown if their active dates do not overlap with an employee’s Employment Record. 
To resolve this, amend the start and end date of the Work Group to ensure it overlaps with the employee’s records, or clear the dates entirely.