Employee Group

Overview

Employee Group — Business Overview

Employee Group is a simple but important setup document in Dafater that helps organizations classify employees into meaningful groups for easier management, reporting, and policy application.

What Employee Group Is Used For

Employee Group is used to organize employees into logical categories based on how the business wants to manage them. These groups can represent:

Departments or divisions
Employment types (e.g., Permanent, Contract, Temporary)
Workforce segments (e.g., Office Staff, Field Staff, Factory Workers)
Any custom grouping required for HR policies, benefits, or reporting

By using Employee Group, businesses can apply rules, policies, and analysis consistently to a defined set of employees instead of handling each employee individually.

Prerequisites and Setup Requirements

Before using Employee Group, the business should:

Clearly define how employees should be grouped for operational or policy purposes
Ensure that employee records already exist or will be created and assigned to the appropriate group
Align employee groups with company policies such as leave rules, attendance expectations, payroll structures, or benefits

This is typically done during initial system setup or when restructuring HR processes.

Typical Workflow and Business Fit

Create Employee Groups
HR or management defines employee groups based on organizational needs.
Assign Employees to Groups
Each employee is linked to one Employee Group that best represents their role or classification.
Use Groups in Daily Operations
Employee Groups are then referenced when:
- Applying HR policies
- Reviewing workforce data
- Managing attendance, leave, or benefits
- Making operational or strategic decisions
Review and Update as Needed
Groups can be updated when the organization grows, restructures, or changes policies.

Key Business Scenarios Where Employee Group Is Essential

Policy Management
Apply different rules for different employee categories, such as leave entitlements or work schedules.
Reporting and Analysis
Analyze workforce costs, headcount, or productivity by employee group.
Operational Control
Manage large teams more efficiently by treating similar employees as a single group.
Organizational Structuring
Support company growth by clearly defining workforce segments.

Important Considerations for Users

Employee Groups should be clearly named and well-defined to avoid confusion
Avoid creating too many groups, as this can complicate reporting and decision-making
Review groups periodically to ensure they still reflect how the business operates
Ensure consistency—employees in the same group should generally follow similar policies

In Summary

Employee Group in Dafater is a foundational setup tool that helps businesses organize their workforce in a structured, practical way. When defined thoughtfully, it simplifies HR operations, improves clarity, and supports better business decisions across the organization.

Basic Information

Module: Setup
Document Type: Other

Fields

Field Name	Label	Type	Required	Options	Description
employeegroupname	Name	Data	✓	-	Unique name identifying this employee group in Dafater.
employee_list	Employee	Table		Employee Group Table	Employees included in this group for Dafater processes.

Child Tables

Employee (Employee Group Table)

Field Name	Label	Type	Options	Description
employee	Employee	Link	Employee	Linked employee record within Dafater for group assignment
employee_name	Employee Name	Data	-	Employee full name for quick identification in Dafater
user_id	Dafater User ID	Data	-	Associated Dafater system user ID for access mapping

Permissions

Role	Read	Write	Create	Delete	Submit	Cancel
System Manager	✓	✓	✓	✓

DocType	Relationship	Module
Communication Medium	Linked from	Communication