Work Groups are used in Portal to define how employees’ time is managed—such as clocking calculations, scheduling, and overtime rules.
This guide explains how to create a new Work Group or copy an existing one in Portal.
Steps to create a new Work Group
From the WFM Admin Dashboard, click WFM Configuration.
Search for and select the Work Groups tile.
Click Add.
Or copy an existing Work Group
If you’d like to use an existing Work Group as a template:
Click the three dots menu next to the relevant Work Group.
Select Copy Work Group.
This will copy all current configuration, saving you setup time.
Populate the Work Group details
Enter a unique code and description for the Work Group.
Select the relevant Company from the dropdown menu.
Complete all other required fields. Mandatory fields are marked with an asterisk (*).
Switch on the following toggles:
Calculate Clockings
Active
Click OK.
Additional configuration
Once saved, use the tabs on the left-hand menu to further configure:
Scheduling rules
Overtime settings
Additional pay options
Clocking behaviour