What is Groups?
Groups enables the management of projects and employees in Raken in more diverse and complex ways. Projects can be placed into specific customized groups based on items such as location, region, job type and more. Employees can be placed into customized groups that are specific to crews, unions and more.
How to create Groups?
Log into the Raken Web App.
Click the Company tab at the top of the page.
Click the option for Groups.
Click the green box labeled + New Group.
In the box that appears select the Class for the new Group.
Available classes are listed below:
Crews
Departments
Divisions
General
Regions
Trades
Unions
You then specify the new group name.
Click the orange Save button.
How to place Projects in Groups?
Company Level
Log into the Raken Web App.
Click the Company tab at the top of the page.
Click the option for Groups.
Select the group for which you would like to add projects.
Click the Projects option on the left side of the page.
On the page that appears select the projects you would like to add to the desired group.
Click the orange Save button on the bottom right corner of the page.
Project Level
Log into the Raken Web App.
Click the Projects tab at the top of the page.
Select the project for which you would like to add to a group.
Click the Settings menu found on the left side of the page.
On the page appears you can select and adjust the Project groups the project is associated with.
A project could fall into multiple groups. Raken allows you to place projects into multiple groups.
Once the Project group selection is made click the orange Save button found near the top right corner of the page.
How to place Employees in Groups?
Company Level
Log into the Raken Web App.
Click the Company tab at the top of the page.
Click the option for Groups.
Select the group for which you would like to add projects.
Click the Employees option on the left side of the page.
On the page that appears select the employees you would like to add to the desired group.
Click the orange Save button on the bottom right corner of the page.
Team Level
Log into the Raken Web App.
Click the Team tab at the top of the page.
Select the team member or worker for which you would like to add to a group.
On the page appears you can select and adjust the Employee groups the project is associated with.
An employee could fall into multiple groups. Raken allows you to place employees into multiple groups.
Once the employee group selection is made click the orange Save button found near the bottom right corner of the page.
More Questions?
Feel free to email us or call us at +1 866-438-0646.
We're always glad to answer your questions!