Help Centre

Advanced settings: grouping employees

Think of employee groups as creating teams within your digital workforce. It's an optional feature, but it can be incredibly powerful for managing larger or more complex workforces. Here's why you might want to use groups:

• Roster management: easily view and assign employees by group.
• Payroll and awards: assign specific awards and payroll settings.
• Performance analysis: generate reports based on groups. 

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To start grouping:

1. Activate groups: enable via Menu>Settings>General>Global>System settings.
2. Create a group: navigate to Manage>Groups. Give it a name, set auto-add rules, and decide on access permissions. 
3. Allocate employees: use checkboxes and filters to assign employees. 
4. Bulk actions: use “change all” to quickly add or remove employees. 

Groups are like the organizational chart of your Microkeeper account. They help you manage your workforce more efficiently and give you powerful insights into your business operations.

Remember, setting up your staff in Microkeeper is more than just data entry - it's about creating a digital representation of your workforce that will help you manage, analyze, and optimize your business operations. Take your time, ensure accuracy, and don't hesitate to reach out if you need any help along the way.