How to Create and Manage Employee Groups on the Earnipay Business Platform

How to Create and Manage Employee Groups on the Earnipay Business Platform

  1. Step 1: Access the 'People' Menu
    Log in to your Earnipay business account using your credentials.
    On the sidebar, locate the ‘People’ menu. Click on it to expand the options. You will see two sub-menus: “Employees” and “Groups.”

  2. Step 2: Navigate to the 'Groups' Sub-Menu
    Tap on the “Groups” sub-menu to proceed. This will take you to the Groups screen, where you can view and manage employee groups.

  3. Step 3: Click on 'Add Group'
    On the Groups screen, locate the “Add Group” button. This button is easy to find and is your starting point for creating a new group.
    Click on the “Add Group” button to open a modal.

  4. Step 4: Enter the Group Name
    In the modal, you will be required to enter a name for the new group. Choose a name that clearly identifies the group’s purpose or the team it represents.

  5. Step 5: Add Employees to the Group
    After naming the group, you will be prompted to add employees to it. You can select employees from your existing employee list. Choose the members you want to include in this group.

  6. Step 6: Create the Group
    Once you have selected the employees to be part of the group, click on the “Create Group” button. This action will finalize the creation of the group.

  7. Step 7: Confirmation
    The newly created group will automatically reflect on the Groups table. You can now view the list of groups and manage them as needed.

  8. Step 8: Managing Groups
    View Group Details: Click on any group in the Groups table to view its details, including the list of members.
    Edit Group: If you need to make changes, such as adding or removing employees, use the edit option available in the group details.
    Delete Group: If a group is no longer needed, you can delete it using the delete option. This will remove the group from the Groups table.

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