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How do I group field employees?

Go to Settings›Field Employees›Manage Groups and click + Add New. Name the group, pick a Group Supervisor, move employees into the assigned list, and click Save.

Group employees however suits you: by schedule, specialty, location or anything else. Office users with the right permissions can create and manage groups.

Create a group

  1. Go to Settings›Field Employees›Manage Groups.

    Manage Employees and Manage Groups under Settings > Field Employees

  2. Click + Add New.

  3. Enter a Group Name.

  4. Select a Group Supervisor. Only employees with Allow Supervisor Access turned on appear in this list (see How do I add field employees and set permissions?).

  5. Add employees to the group (see the next section).

  6. Click Save.

    Watch: Creating a group: naming it, choosing a supervisor and saving

Add employees to a group

Employees not yet in the group are listed under Available Employee. Use the filter bar to search for someone.

The group window with the available employees list

To add… Do this
One employee Hover over their name and click the arrow. They move to Assigned Employees.
Several employees Check their boxes and click Assign to Group.
Everyone listed now Check the box at the top of the list to select everyone, then click Assign to Group. People you hire later are not added.
Everyone, including future hires Check Include All and save the group. This turns off the other selection options.
Watch: Moving one employee into the group with the arrow

Checking several employees and clicking Assign to Group

Selecting everyone listed with the top checkbox

The Include All checkbox

Remove employees from a group

  1. Find the group in the Manage Groups list, click the 3-dot menu and select Edit.
  2. Remove employees from the Assigned Employees list (see the table below).
  3. Click Save.
To remove… Do this
One employee Hover over their name and click the x.
Several employees Check their boxes and click Unassign from Group.
Everyone Check the Assigned Field Employees box to select all, then click Unassign from Group.
Watch: Removing one employee from the group with the x
Watch: Selecting all assigned employees and clicking Unassign from Group

If the group uses Include All, uncheck Include All first, then remove employees. Checking Include All again puts everyone back in the group.

Watch: Unchecking Include All before removing employees

Edit or delete a group

The Manage Groups list shows each group's Group Name, Supervisor and number of Drivers/Crews. Use the filter bar to find a group or supervisor.

Watch: The Manage Groups list and its filter bar

  • Edit: click the 3-dot menu, select Edit, make your changes and click Save.

    Watch: Editing a group from the 3-dot menu

  • Delete: click the 3-dot menu, select Delete, and click OK to confirm.

    Watch: Deleting a group from the 3-dot menu

Common questions

Can a supervisor lead more than one group?

No. A supervisor can manage only one group, but they can also be listed as a crew member in other groups.

Why isn't an employee showing in the Group Supervisor list?

Only employees with supervisor access appear. Edit the employee and turn on Allow Supervisor Access.

I added everyone to a group. Will new hires be added too?

Only if you used Include All. Selecting everyone with the checkbox adds only the employees who exist now.

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