Organize employees into groups

Group employees for a clearer planning view.

Use employee groups to keep the Scheduler organized.

Groups help when you plan by region, team, or skill.

1

Open Groups

Go to Settings → Groups → Groups & Group Members.

2

Add a group

Click Add Group.

3

Fill in the group details

Enter the group code and name.

Set the sort order and color if needed.

Lower sort values appear first.

4

Show the group on the planning board

Enable Show on planning board when you want to use the group in the Scheduler.

5

Add employees to the group

Drag employees into the group.

Then save your changes.

Optional: create a subgroup

Create another group and set the parent group.

Use this when one team needs smaller planning sections.

Frequently asked questions

Why use groups in the Scheduler?

They make large planning boards easier to manage.

Can a group have a color?

Yes.

You can add one while setting up the group.

Can an employee be in more than one group?

Yes.

Use this when one employee works across teams or regions.

Related topics

• Scheduler
• Set employee availability