In this article, we will be covering the basics of Group(s)
What is a Group?
A Group is a feature within WorkBright used to place Staff into different categories to help with organization as well as functionality in WorkBright. Groups can be set up for a variety of use cases.
Some examples of popular Groups are: Location, Department, Hire Group or Class, Certification Types, Admin permission groups, and more.
It is helpful to note that a Staff member can be a part of many groups and is not limited to one. Remember that Federal Forms (Form I-9, W-4, and W-9) cannot be added to a group. The assignment of Federal Forms is driven by the Staff Type: W2, Contractor, or Other (No Federal Forms).
What is a Group used for?
Groups are not just for labeling and organization. Groups were built with functionality in mind. Let's go over the three primary ways you can use Groups: Forms, Filtering Staff, and Refined Reporting.
Forms
Groups and Forms are like peanut butter and jelly; they were made for each other. Using Groups, you can control which forms (excluding federal forms, which are assigned by staff type) will go to which staff members, making the form issuing experience much easier and accurate.
You can use this before onboarding or while you have active staff, depending on your use case and need.
Check out this article for more information on assigning forms.
Filtering
On the staff page and with the filter options in reporting, you can use Group(s) as an option to refine your results and focus on the selected groups.
Filtering can be very beneficial if you need to make bulk actions.
Report
When using a report, there are several ways that you can use a group to provide you with better reporting results.
In addition, you can use this report to make actionable changes like bulk actions or even bulk updates, among other things.
Now that we have been introduced to groups, let's deep dive into a few topics: How to make and assign a Group(s), Filtering and Reporting on Groups, Bulk Assigning Groups.