Exact Synergy Enterprise

Creating and modifying groups

Menu paths

• Financial à Setup à Organization à Groups
• HRM à Setup à Organization à Groups: Division

Introduction

On this page, you can create or modify the division groups.

Roles and rights

To maintain the layout and groups for divisions, function right 49 – Maintain Division Layout is required. Users with the General manager or Controller role have this function right.

Notes:

• For more details on function rights, go to System à Setup à Security à Function rights.
• For more details on roles, go to System à Setup à Security à Roles.

What version are you using?

The information in this document is based on product update 250.

How do I create subgroups at level 1 for the group layout?

1. On the HRM: Groups page, click the hyperlink under the Description column.
2. Click New.
3. At Subgroup Level 1, type the name of the subgroup.
4. At Description, type the description of the subgroup.
5. Click Save.

Keep in mind: All fields with the "!" icon are mandatory.

How do I create subgroups at level 2 for the group layout?

1. On the HRM: Groups page, click the hyperlink under the Description column.
2. Under the Description column, click the hyperlink of the subgroup (level 1) that you want to add the second level of subgroup to.
3. Click New.
4. At Subgroup Level 2, type the name of the subgroup.
5. At Description, type the description of the subgroup.
6. Click Save.

Keep in mind:

• All fields with the "!" icon are mandatory.
• To create subgroups of level 3, 4, or onwards, at step 2, continue clicking the hyperlink(s) under the Description column until you reach the desired level.

How do I remove level 1 subgroups from the group layouts?

1. On the HRM: Groups page, click the hyperlink under the Description column.
2. Then, under the Description column, click the hyperlink of the subgroup (level 1) that you want to delete.
3. Click Delete. A message "Are you sure that you want to delete this record" is displayed.
4. Click OK.

How do I remove level 2 subgroups from the group layouts?

1. On the HRM: Groups page, click the hyperlink under the Description column.
2. Then, under the Description column, click the hyperlink of the subgroup (level 1) where the subgroup level 2 is at.
3. Under the Description column, click the hyperlink of the subgroup (level 2) that you want to delete.
4. Click Delete. A message "Are you sure that you want to delete this record?" is displayed.
5. Click OK.

Keep in mind: The same method is used to remove subgroups of other levels from the group layout. Click the hyperlinks under the Description column until you reach the subgroup that you want to delete.

Related documents

• Exact video library
• Overview of groups