Date printed: 03-28-2024   Last updated: 03-18-2015

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Applies to versions: 2.2, 2.3, 2.4, 2.5, 3.0, 3.1, 3.2



Manage Employee Selection Groups



Employee Selection Groups are pre-set selections of employees that can be chosen on many pages in the TimeIPS adminstration interface. This allows convenient access to commonly used groups of employees without needing to select each one every time. 

TIP: Because large installations may have multiple employees with the exact same name, the Employee Selection Lists can be configured to display names with badge numbers or alternate numbers to differentiate the users. This is a per-user setting found under My Settings » Employee List Options.

 

 

 

Using the left pane Main Menu » Administration, click on:  Employees » Selection Groups

 

 

Creating a new Employee Group

Employees and groups selected in the "Include" tab will be included in the report when the Employee Selection Group is chosen, except for employees or groups selected in the "Exclude" tab. (See Example 3.)

 

 



 

 

 



 

 



 

 



 

 

  • You will be prompted to enter a Name for the new preset. Add a descriptive name and then click OK.


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  • You will then be prompted to choose between a Personal Preset, Division Preset, or Global Preset depending on which level should show this as an available option.
    NOTE: Groups labeled as "Global" can be selected by all employees, but can only be edited by employees with Full Access.


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  • To use a saved Preset display, select the Preset name from the pull-down menu.
  • Click on the Make Default button to see this custom view each time you return to the Selection Groups page.

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    Payroll

    Payroll for a large organization can see a performance improvement by using a custom Selection Group. Create a selection group called "Payroll" for example, and select inclusion of "Active or Recently Active Employees (last 90 days)" and set the exclude option to nothing.  Using this selection group for payroll will include all current and recently active employees but NOT employees that have not been released for a long time.  If there are many employees released for a long time, payroll processing speed can be significantly improved.



    See Also:
    Manage Detailed and Summarized Report Presets (2.0, 2.1, 2.2, 2.3, 2.4, 2.5, 3.0, 3.1)

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