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Classifications and Groups

    Creating Employee Classifications and Groups

    Employee classifications and groups are used to view information or to print reports for particular selections of employees who are grouped together according to set criteria i.e. all employees on shift 01, all employees in a particular department, etc.

    To create the required employee classifications and groups, proceed as follows:
     
    1. In the Jump Start option window, select the Classifications option and the following window will be displayed:
       
    Jump_Class-1.png
     

    Select Classifications - (Step 1)

    To select the employee classifications you wish to use, proceed as follows.

    1. In the Jump-Start Classifications window, click the Select Classifications to Use button and the following window will be displayed.
       

    Jump_Class-2.png
     

    1. Select the appropriate check boxes for the Classifications you wish to use and then click Ok.

     

    Enter Classifications - (Step 2)

    To define the different classifications you have selected, proceed as follows.

    1. In the Jump-Start Classifications window, select Enter Classifications and the following window will be displayed:
       

    Jump_Class-3.png
     

    1. For each of the Classifications selected (left side panel), use the Add button to add the required employee classifications to be used.
    2. Once all classifications have been defined click Close.

     

    Create Employee Groups - (Step 3)

    To define the different classifications you have selected, proceed as follows.

    1. In the Jump-Start Classifications window, select Enter Classifications and the following window will be displayed:


    Jump_Class-4.png
     

    1. Select the Classifications option and “Tick” the check boxes for the particular classifications for which group(s) of employees are to be created. Using the Availability option enables you to define groups of employees by the days of the week that they are available to work.
    2. Select the OK button to create the group(s) selected. 


    Note: If you have added a new classification and would like to regenerate a complete new set of groups for that classification, you must first delete the original group(s).

     

    Classify Employees - (Step 4)

    To allocate employees to the different classifications, proceed as follows.

    1. In the Jump-Start Classifications window, select Classify Employees and the following window will be displayed:
       

    Jump_Class-5.png
     

    1. By selecting each of the Classifications and the particular Classification Description, the employees can be moved to be included or removed from a group using the arrow buttons.

      Move a selected employee from the Not Allocated column to the selected and highlighted Classification.
      Move a selected employee from the selected and highlighted Classification column to the Not Allocated column.
      Move all employees from the Not Allocated column to the selected and highlighted Classification.
      Move all employees from the selected and highlighted Classification column to the Not Allocated column

     

    1. Once the employees have been assigned to the required workgroup classifications, click Close.
    2. When the Jump-Start Classifications window is displayed, click Close to return to the Jump Starts window.

     

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    Page last modified 15:19, 21 Jul 2014 by cay-lynne CS Time/TNA Documents > Configuration Module > Jump Start > Classifications and Groups

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