# Employee Group

<p class="doc-lead">Employee Group lets you categorize employees into logical groups for filtering, reporting, and bulk operations such as leave allowance credit.</p>

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<p class="doc-toc-title">On this page</p>
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<span class="doc-toc-group-title">Getting started</span>
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<a href="#/hr/employee-group?id=overview">Overview &amp; List View</a>
<a href="#/hr/employee-group?id=quick-start">Quick Start</a>
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<span class="doc-toc-group-title">Form reference</span>
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<a href="#/hr/employee-group?id=header-fields">Header Fields</a>
<a href="#/hr/employee-group?id=actions">Actions &amp; Status</a>
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<span class="doc-toc-group-title">More</span>
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<a href="#/hr/employee-group?id=faq">FAQ</a>
<a href="#/hr/employee-group?id=related">Related</a>
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<h2 id="overview">Overview &amp; List View</h2>

<b>List columns</b>

| **Column** | **Description** |
|------------|-----------------|
| Id | Record ID. |
| Name | Group name. |
| Created At | Date created. |
| Status | Active or Suspended. |

<b>List row actions</b>

| **Action** | **Available when** |
|------------|-------------------|
| Edit | All |
| Delete | All |
| Suspend | Active |
| Activate | Suspended |
| View | All |

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<h2 id="quick-start">Quick Start</h2>

<h3>1. Navigate</h3>
Go to <b>HRMS → Masters → Employee Group</b>.

<h3>2. Create new group</h3>
Click <b>New</b>, enter <b>Name</b>, and click <b>Save</b>.

<h3>3. Assign to employees</h3>
Open each employee record and select the group in <b>Employee Group</b> on the Basic Details section.

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<h2 id="header-fields">Header Fields Reference</h2>

| **Field** | **Description** |
|-----------|-----------------|
| Name * | Group name (e.g. Management, Field Staff, Contract Workers). |

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<h2 id="actions">Actions &amp; Status</h2>

| **Action** | **Description** |
|------------|-----------------|
| Edit | Opens for editing. |
| Delete | Permanently removes the group. |
| Suspend | Deactivates the group. |
| Activate | Reactivates a suspended group. |
| Print | Prints details. |

| **Status** | **Description** |
|------------|-----------------|
| Active | Available for assignment. |
| Suspended | Hidden from new assignments. |

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<h2 id="faq">FAQ</h2>

<b>Where is Employee Group used?</b><br>
Employee list filters, leave allowance bulk credit (filter by group), and employee basic details.

<b>Can one employee belong to multiple groups?</b><br>
No. Each employee has one employee group on basic details — create separate groups if you need finer segmentation.

<b>Is Employee Group the same as Payroll Group?</b><br>
No. Employee Group is an HR tag for filters and bulk leave credit. <a href="#/payroll/payroll-group">Payroll Group</a> controls salary structure and pay runs.

<b>Can I bulk-assign group on import?</b><br>
Yes when employee import includes the group column — group must exist as an active master record first.

<b>What happens if I delete a group in use?</b><br>
Prefer suspend — employees still linked to a suspended group may need reassignment before new transactions.

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<h2 id="related">Related Topics</h2>

<ul>
<li><a href="#/hr/employees">Employee</a></li>
<li><a href="#/hr/leave-allowance">Leave Allowance</a> — bulk credit by employee group.</li>
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