Work Group Creation - Multi-Step Form

Overview

The Work Group Creation menu is a multi-step process for creating a new work group in Moyee. This feature guides you through 3 main steps: filling in work group details, adding employees, and configuring attendance settings.

Page Navigation

The Work Group Creation page is located within the menu: Dashboard » Time Management » Work Groups » Create New.

Step Navigation

The work group creation process consists of 3 steps that can be navigated using the Back and Next buttons.

Step Indicators:

• Step 1: Details
• Step 2: Add Employees
• Step 3: Attendance

Step 1: Work Group Details

The first step is to fill in the basic information for the work group.

Form Components:

How to Fill Out Step 1:

1. Work Group Name
   • Enter a descriptive name for the work group.
   • Example: 5/2 Work Group, Night Shift, Project Team A
2. Project Code
   • Select or confirm the project code.
   • Example: 6900B181220100
3. Work Schedule/Shift
   • Select the work schedule from the dropdown.
   • Example: 5/2, 6/1, CUSTOM SHIFT
4. Calendar
   • Select the calendar to be used.
   • Example: USE MASTER CALENDAR
5. Click Next to proceed to the next step.

Step 2: Add Employees

The second step is to add employees to the work group.

Two-Panel Display:

Left Panel: Employee List (Available)

This panel displays a list of available employees who are not yet part of any work group.

Example of Available Employee Data:

Information:

• Employees not yet assigned to any work group (2 available)

Right Panel: Employee Assigned

This panel will display employees who have been added to the work group (initially empty).

Search Feature

A search column is available to easily find employees.

How to Add Employees:

1. Search for an employee using the search column (optional).
2. Click the + or Add button on the employee you want to add.
3. The employee will move from the left panel to the right panel.
4. Repeat to add other employees.
5. Click Next to proceed to the next step.

Step 3: Attendance Settings

The third step is to configure the attendance settings for the work group.

Select Attendance Location

Components:

• Select Location (can be multiple)
• Location options: Radiant Utama Interinsco (and other locations)

List of Available Locations

Here is a list of locations that can be selected for attendance:

The complete list includes dozens of locations in the Jl. Bangkal area with various variants.

How to Configure Attendance Settings:

1. Select one or more attendance locations.
   • Click the checkbox next to the location name.
   • You can select more than one location.
2. The selected locations will be used for employee attendance verification.
3. Click Next to proceed, or Back to return to the previous step.

Complete Creation

After completing Step 3, click the Create or Finish button to create the work group.

Summary of what will be created:

• A work group with the specified name and shift.
• The selected employee members.
• Attendance location settings.

Usage Tips

1. Prepare data beforehand - Ensure work schedules/shifts and calendars are configured before creating a work group.
2. Choose descriptive names - Use a work group name that reflects the shift or team, e.g., "Morning Shift - Project A".
3. Check employee availability - Ensure the employees being added are not already in another work group to avoid conflicts.
4. Select relevant locations - Choose attendance locations that match the employees' workplace.
5. Use the search feature - Utilize the search feature to quickly find employees.
6. Review before submitting - Double-check your choices at each step before finalizing.
7. Documentation - Record the created work groups for easier future management.

Troubleshooting

Employee does not appear in the list

• Ensure the employee is not already in another work group.
• Check the employee's status (must be active).
• Use the search with different keywords.

Cannot select a location

• Refresh the browser page.
• Ensure the location has been configured in the Work Location menu.
• Try selecting locations one by one.

Work schedule does not appear

• Ensure the work schedule has been created in the Work Schedule menu.
• Check the schedule's status (must be Active).
• Refresh the page.

Failed to proceed to the next step

• Ensure all required fields are filled.
• Check for input validation errors.
• Try reloading the page and restarting.

Next Steps

• Work Groups
• Work Schedule
• Work Location
• Calendar
• Employee Database