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A Workgroup is a collection of employees working together to achieve a common goal. The nature of the goal can be project-specific – for example, a team of employees collaborating on a Service Desk item – or by function, such as Telecom, Programming, etc.
Workgroup tabs
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Adding a Workgroup
Navigate to Main > People > Workgroups to open the Workgroups Grid.
To add a new Workgroup to the Grid, click the button immediately above the Grid.
In the Workgroup data entry form, the User is prompted to define a number of fields. The Workgroup Name is the first required field.
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Keep in mind that not all Workgroups can be deleted. A Workgroup can only be deleted if all the Workers assigned to it are associated with at least one other Workgroup.
Workgroup tabs
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Default Workgroup Rates
When a Workgroup is added, either by selecting a Worker or adding the Workgroup, the Rate will automatically populate based on the value defined by the Workgroup.
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