How do I create a functional group and assign employees to the group?

Administrator can click on the Func. Group under the User Access section, the following page will appear. Functional Group is a group of employees that perform the same job function in the company such as Finance Admin, HR Admin etc. This page is for the Administrator to create new/ activate/ deactivate functional group.

Under the Functional Group section, you can filter the list of functional groups by Status (box in red as shown in the image below), click on the Search button (box in black as shown in the image below) to retrieve records that matched the criteria.

The table (box in green as shown in the image below) shows all the relevant records.

To activate or deactivate any of the functional groups, you have to first select the functional groups that you would like to make changes with by clicking on the checkbox (box in orange as shown in the image above), then click on the Activate/Deactivate button (box in black as shown in the image above).

To add a new functional group, you can click on the Add button (box in red as shown in the image above), the following page will appear.

You must fill in details such as the Functional Group and Status (box in red as shown in the image above), click on the Save button (box in black as shown in the image above) to save the new functional group. Click on the Clear button to clear the field. Click on the Cancel button (box in green as shown in the image above) to abort adding of the new functional group.

To assign employees to the different functional groups, you can click on the Assign User hyperlink (box in yellow as shown in the image previously), you will be redirected to the following page.

You can select the Functional Group and select the employees from the list of available employee(s), then add the selected employees to the functional group by clicking on the single arrow button (box in orange as shown in the image above). You also click on the double arrow button (box in green as shown in the image above) to add all the employees to the selected functional group. 

Click on the Save button (box in black as shown in the image above) to save the assignments. Click on the Clear button (box in purple as shown in the image above) to clear the changes. Click on the Cancel button (box in yellow as shown in the image above) to abort the changes and go back to the previous page.