Overview: You can organize and select specific employees based off the naming conventions used for their profile. By adding additional text to a group of employees' names, they can be quickly selected in any area within Buddy Punch where you're able to filter by an employee.
Instructions:
Creating Name Grouping
1. Start by clicking Employees in the top navigation and the View next to the employee you'd like to include in the group:
2. Once in the employee profile, click the Edit button located in the top right-hand corner:
3. You'll then want to add the name of the group to either the employee's first or last name:
4. Click Save once done.
You'll need to repeat the process for any other employees you'd like to group together.
How to Use Name Grouping
Now that you've got your name groupings added, when filtering by employees, simply enter the name of the group, and all employees with that appended text will populate. Click the Select All option to quickly select all employees with the appended text:
