How to Create/Edit Manager Groups in UKG Ready

Creating a New Manager Group:

1. Navigate to: Company Settings > Global Setup > Groups > Edit. The Company Account Groups screen displays and lists all groups that have been added.
2. Click NEW GROUP.
3. Choose ‘Filter Based’ or ‘Manual.’

– If Filter Based, choose the groups the employees are in.

– If Manual, choose the employees manually.

4. Once saved, click ‘View Group Permissions’ (the employees should appear), then click ‘Add Manager.’
5. Click ‘Add Manager.’
6. Select the options needed, then SAVE.

Assigning Permissions to a Group:

1. Navigate to: Company Settings > Global Setup > Groups > Edit. The Company Account Groups screen displays and lists all groups that have been added.
2. Find the group you want to work with from the list and click its corresponding Group Permissions icon. The Edit Group Permissions page will display.
3. The Group Managers section allows you to view, edit, and add managers that should have permissions for this group. (If group permissions are already set up, the Group Managers section will list any users who currently have permissions for this group, along with their permissions and approval level.)
4. The Members In Group section lists the user accounts that belong to this group.
5. Click the ‘Add Manager’ button to view the Add Manager window to add a manager.
6. In the Add Manager window, in the Manager field, select the user who should have access to this group by clicking the ‘View List of Employees’ icon and selecting the Flag icon next to the user account. The manager selected here does not have to be part of the group.

Resolution (Backoffice):

Creating a New Manager Group:

1. Navigate to: Company Settings > Global Setup > Groups > Edit. The Company Account Groups screen displays and lists all groups that have been added.
2. Click NEW GROUP.
3. Choose ‘Filter Based’ or ‘Manual.’

– If Filter Based, choose the groups the employees are in.

– If Manual, choose the employees manually.

4. Once saved, click ‘View Group Permissions’ (the employees should appear), then click ‘Add Manager.’
5. Click ‘Add Manager.’
6. Select the options needed, then SAVE.

Assigning Permissions to a Group:

1. Navigate to: Company Settings > Global Setup > Groups > Edit. The Company Account Groups screen displays and lists all groups that have been added.
2. Find the group you want to work with from the list and click its corresponding Group Permissions icon. The Edit Group Permissions page will display.
3. The Group Managers section allows you to view, edit, and add managers that should have permissions for this group. (If group permissions are already set up, the Group Managers section will list any users who currently have permissions for this group, along with their permissions and approval level.)
4. The Members In Group section lists the user accounts that belong to this group.
5. Click the ‘Add Manager’ button to view the Add Manager window to add a manager.
6. In the Add Manager window, in the Manager field, select the user who should have access to this group by clicking the ‘View List of Employees’ icon and selecting the Flag icon next to the user account. The manager selected here does not have to be part of the group.