Groups are optional, they allow you to organise your employees by group names, often helpful if you have multiple departments within payroll.

By creating a group name, you can then associate the group to one or more employees. Separately you can then bulk update employees to set their employer and employee percentages. NB groups are not required to bulk update employees.

Clicking on the following link will redirect you to a form which allows you to create a new group:

You can then use the bulk update tool to select one or many employees and then assign them to an existing group.

Creating a new group

Use the instructions below to create a new group.

1 - Sign in to your account and go to Scheme Setup

2 - Select Groups

The next screen will let you select the new employee page within the Actions menu.

Clicking on New group, the new group form below will be shown.

3 - Complete the name field

Press the blue Create button to create a new group with the given name.

4 - Add employees to the groupĀ 

Once you have created a group you may use the bulk update tool to select one or many employees and assign them to an existing group.

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