Rate and currency management > Rate groups > Assign employees to rate groups

Assign employees to rate groups

Note: You can also add an employee to a rate group via the human resources (HR) interface file.

To add an employee to, or remove them from, a rate group:

1. Click the Employees button on the Administration Overview diagram (Employee view).

   The Employee Administration screen appears.

2. Click Search at the top-right of the screen.

   The Employee Search window appears.

3. Use the search criteria defined in the Search for employee procedure to narrow the search for the employee you want.

   The Employee Administration screen re-appears, displaying the search results table.

4. On the report that is generated, select the check box for the employees you want to add to the rate group.
5. Click Manage selected employees at the bottom of the list of employees. If you want to select all employees, select the check box before Employee Name.

   The Employee Management window appears.

6. Select Rate Groups from the sidebar.
7. Click next to the rate groups you would like to add for these employees. Note: The rate groups are unique to your organization.
8. If you want to specify a date from which to automatically remove the employee(s) from this rate group, click the calendar next to Expiration (Optional) and select a date. This is of benefit to organizations that want to grant temporary access for an employee to a group.
9. Click Done.
10. To remove employees from a rate group, follow the above procedure but click .

    Note: Don't add an employee to more than one rate group for the same rate type because Spend Dynamics does not perform a check or display a warning if this is accidentally done.