Work Groups

Overview

The Work Groups menu displays all work groups used to manage employee grouping based on shifts and work schedules. This feature allows you to configure work groups, determine shifts and calendars, and manage employee membership.

Page Navigation

The Work Groups page is located in the Dashboard » Time Management » Work Groups menu.

Work Group List View

The work group list page displays a group list sidebar on the left and a detailed table on the right.

Work Group Sidebar

The left sidebar displays a list of all available work groups.

Work Group List:

• 5/2 Work Group
• 6/1 Work Group
• CUSTOM Work Group
• Engineer Work Group

Search Feature

A search column is available to easily find work groups.

Work Group List Table

The table on the right displays detailed information for each work group.

Work Group Actions

On each work group row, action buttons are available to manage the data.

View

• Click the View icon to see work group details
• Displays complete information and employee list

Edit

• Click the Edit icon to modify work group data
• Change shift, calendar, or other information

Regenerate

• Click the Regenerate icon to recreate the schedule
• Useful if there are changes to shifts or calendars

Delete

• Click the Delete icon to delete the work group
• Confirm deletion in the dialog that appears

Work Group Details

The Work Group Details page displays complete information about a work group.

Work Group Information

Employee List

This section displays the list of employees within the work group.

Features:

• + Add Employee - Add new employees to the work group
• Select All - Select all employees
• Extend Schedule (1) - Extend the schedule for selected employees
• Move Employee (1) - Move employees to another work group
• Remove (1) - Remove employees from the work group
• Q Search employees... - Search for employees in the list

Employee Data:

And so on (total 12 people)

Add Employee to Work Group

Form for adding employees to a work group.

Form Components:

Example Employee List:

• Test 2 - Project Manager (MUBI.0021)
• Test 4 - Environmental Coordinator (MUBI.0023)
• Test 6 - project manager (MUBI.0026)

Action Buttons:

• Cancel - Cancel the addition
• Add (0) - Add selected employees (number indicates selection count)

Employee Profile

The top of the page displays brief employee information.

Schedule Statistics

Summary statistics of the employee's work schedule.

Work Calendar

This page displays the employee's work calendar in a monthly view.

Example Calendar View: MARCH 2026

Color Legend (General):

Assignment History

This section displays the employee's assignment history, including shift changes and reassignments.

Assignment History Data

Assignment History Columns:

Assignment Change Flow

Example Flow:

1. Assignment: 01 Mar 2026 - 28 Feb 2026
2. Reassigned: 10 Feb 2026 (change made before assignment ended)
3. New Assignment: 01 Mar 2026 - 28 Feb 2027 (extension with same shift)

Usage Tips

1. Monitor statistics - Pay attention to the number of On Days, Off Days, and Travel to ensure compliance with employment regulations.
2. Check reassignment dates - Note the reassignment dates to know when assignment changes were made.
3. Monitor contract period - The employee's End Date (28/02/2026) needs to be monitored for contract extensions.
4. Validate calendar - Check the calendar to ensure the distribution of work days and days off matches the shift pattern.
5. Document history - Assignment history is useful for audits and tracking changes.

Data Interpretation

Example 1: Contract Extension with Same Shift

• Assignment 1: 01 Mar 2026 - 28 Feb 2026 (12 months)
• Reassigned: 10 Feb 2026 (change before contract ended)
• Assignment 2: 01 Mar 2026 - 28 Feb 2027 (1-year extension)
• Status: ACTIVE

Example 2: Future Assignment Change

• Assignment: 01 Mar 2026 - 28 Feb 2027
• Reassigned: 11 Feb 2026 (change made early)
• Status: ACTIVE (waiting for assignment to start)

How to Add Employees:

1. Click the + Add Employee button on the detail page
2. Search for employees using the search column
3. Check the employees you want to add
4. The selected count will appear on the button (e.g., Add (2))
5. Click Add to confirm
6. Click Cancel to cancel

Move Employee

Form for moving employees between work groups.

Form Components:

Action Buttons:

• Cancel - Cancel the move
• Confirm - Confirm employee move

How to Move Employees:

1. Select the employees to be moved (check in the list)
2. Click the Move Employee (1) button
3. In the form that appears:
   • Select the Destination WorkGroup from the dropdown
   • Select the Effective Date for the move
4. Click Confirm to process the move
5. Click Cancel to cancel

Extend Schedule

Feature to extend employee work schedules within a work group.

1. Select the employees whose schedule will be extended
2. Click the Extend Schedule (1) button
3. Enter new dates for start date or end date
4. Confirm the extension

Remove Employee

Feature to remove employees from a work group.

1. Select the employees to be removed
2. Click the Remove (1) button
3. Confirm removal
4. Employees will be removed from the work group

Usage Tips

1. Group by shift - Create separate work groups for each shift pattern (5/2, 6/1, custom).
2. Monitor employee count - Monitor the number of employees in each work group to ensure even distribution.
3. Use master calendar - Leverage USE MASTER CALENDAR for schedule consistency.
4. Document locations - Record the work location for each work group.
5. Extend schedules on time - Perform schedule extensions before the validity period expires.
6. Manage moves properly - Record effective move dates for administrative purposes.
7. Periodic review - Evaluate work group composition periodically.

Troubleshooting

Employees do not appear in the list

• Ensure employees are registered in the database
• Check search filters
• Refresh the page

Failed to add employees

• Ensure employees are not already in another work group
• Check employee status (must be active)
• Check employee contract dates

Failed to move employees

• Ensure the destination work group is active
• Select a valid effective date
• Ensure employees don't have scheduling conflicts

Schedule extension fails

• Check the new date format
• Ensure the new date is after the previous end date
• Check internet connection

Work group cannot be deleted

• Ensure there are no employees in the work group
• Move all employees first
• Deactivate the work group before deletion

Next Steps

• Work Schedule
• Calendar
• Employee Database
• Shift Management