Assign employees to rate groups

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, click beside the employees you want to add to the rate group. The icon becomes a red check .
5. Click at the bottom of the list of employees. If you want to select all employees, click All and click .

   The Please select the action you wish to perform dialogue box appears.

6. Select Add to Rate Group from the Action to Perform drop-down list box.
7. From the Group drop-down list box, select which rate group you would like add the employee to. Note: This drop-down list is 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 next to Optional Expiration and select a date. Note: This is of benefit to organizations who want to grant only temporary access for an employee to a group.
9. Click Save.
10. To remove an employee(s) from a rate group, follow the above procedure but select Remove from Rate Group from the drop-down list.

    Note: Be careful not to add an employee to more than one rate group for the same rate type because Shared Travel Services does not perform a check or display a warning if this is accidentally done.