Who this guide is for: System administrators – Requires ‘Group Setup’ permission
Overview
This guide explains how to configure Groups and Min Staffing Levels in e-days, ensuring you can group users by any attribute and cap absences to maintain adequate cover.
What are Groups?
The Group function lets you organise users by any criteria—Location, Department, Team, First Aiders, etc. There is no limit on the number of groups, and users need only belong to groups that your processes require.
Groups are used to:
- Control calendar display order
- Filter in Bulk User Update
- Segment data in Reports and other admin tools
Difference between a Group and a Group Type
- Group Type: The category name (e.g. Country, Location)
- Group List: The specific entries within that type (e.g. England, Netherlands under Country; London, Amsterdam under Location)
What is a Min Staffing Level?
Min Staffing Levels allow you to cap how many users in a group can be off at once. You can set limits as a number or percentage (useful for fluctuating group sizes) and apply different caps throughout the year to reflect seasonal business needs.
Note: Min Staffing Levels can be overridden by any authoriser.
Types of Min Staffing Levels
- None: No minimum staffing at all
- Seasonal: Different cap during specified periods (e.g. only 1 off in December)
- Variable: Day-by-day caps (e.g. specific headcount per shift or call-out requirement)
Tip: In Seasonal settings, 0 means unlimited; in Variable settings, 0 means no one can be off.