Groups are an incredibly useful tool within WorkBright that not only allows you to organize your team staff, but also allows you to use other tools with greater ease. Refer to this article to learn more.
In this article, we will go over:
How to make a group
To make a group, you will go to your “Settings”.
Navigate to the left sidebar and look for the “Staff” section, and select “Groups”
From this screen, you will see all the groups have already been made, a filter (add or remove achieved groups from the list), and a button to create a new group.
To make a new Group, click the “New Group” button.
From here, you will be able to name your group. When you select “Submit” the group will be created; if you select “Cancel” you will end the group creation.
After clicking “Submit” You will be taken back to your groups and see the new group you named and added.
If you hover over the far right side of a row of any of the groups, a “More” dropdown will appear. From here, you can Edit (update the name) and Archive (remove the group from use).
The “Delete’ option shown here is a function for our support team. If you do need to delete a group, please reach out for support.
How to assign staff to a Group?
Now that you have made a group, you can assign your staff to this group or another group.
New Hires
For new hires, you will add your Staff Member to the groups you want them to be in during the second step of the onboarding flow.
Note: You can add staff to one or more groups.
Existing Staff
To add existing staff to a group, you will go to the overview on the staff member's profile. Groups is the second section.
To add them to another group, you will click the “Add to Group” button.
A pop-up window will appear, and you will be able to select one of the options from the dropdown to add to the Staff Members groups. You can take this action multiple times. The dropdown will only reflect groups that they are not currently a part of.
If you want to update the group of multiple staff members at the same time, you can follow this article on Bulk Assigning Groups.