To create a group of employees for a Travel policy, simply follow the next steps:
- Select 'Employees' tab on the left-hand of the Admin Panel. Go to 'Groups' and choose 'Create Groups'
- Set a name and description for your group and after click 'Add employees' to pick its members. Type their names or email address in the search bar below. To select them, tick their highlighted box next to the employees’ names - they will add in blue at the bottom of the list (if you want to include everybody, choose 'Select all employees')
- Once you’ve finished the selection, clicking 'Add employees' will complete the group, and you’ll be sent back to the Group Creation page.
- Click 'Save changes', and you’ll be able to see your newly created group. If you need to delete any group, you can do it by selecting it and clicking 'Delete this group'