FAQ: Adding employees to a group / ending a group membership

In the menu tree under Administration, select the item Groups.

This menu item provides a list of all created groups (permission groups and organizational units) of the client (company).

Vergrößern

[Note: the screenshots still contain the names "Organigram group" and "Loose groups" that were in use for organizational units and permission groups before July 2024.]

Using the input fields under Short name, Name, Description, Client, Organizational structure, Valid from and Valid to, the list can be restricted accordingly.

For example, entering "M" in the Short name field restricts the list to groups whose short name contains at least one "M".

To edit the desired group, simply click the row or the edit icon .

Adding employees

After selecting a group, you can add employees to the selected group by clicking the Persons tab.

CAUTION: Please note that ONE employee can be a member of only ONE hierarchical group (organizational unit) at a time, but can simultaneously be a member of any number of permission groups. The following screenshot (marked in red) shows whether you are currently editing an organigram group or a permission group.

Clicking New person assignment lets you add members to this group.

Vergrößern

After clicking, the following table appears:

Vergrößern

After selecting the person (Claudia Charon in this case; the selection can be made either by simply typing in the field or via the button with the 3 dots), you can already click Save. The fields Valid from and Valid until are either filled with the default values (Valid from: today; Valid until 1.1.3000), or - as in this case - you have the option of entering a specific date to specify that Ms. Charon is to be a member of this group from 01.12.2023 onward.

Note: An employee's previous assignment to a group in the organigram is automatically deleted when the new assignment becomes valid.

Vergrößern

After saving, the employee appears in the list of group members.

Vergrößern

Ending membership in a group

Membership in an organigram group can only be ended by switching to another organigram group, since at any one time each employee can be a member of one, and only one, organigram group.

If you want to end membership in an organigram group (organizational unit), you do so by adding the employee to another organigram group.

Membership in a permission group can be ended by entering the "Valid until" date by clicking the edit icon and correcting the "Valid until" date accordingly.

Additional information

You can find more information on the topic of groups at the following link: Groups