Staff Groups

Navigate to Staff Groups#

• Access the Staffing sub-module of the Hierarchies module

• Click on Staff Groups

• This displays a list view of Staff Groups.

• Use the Filter button, when clicked, gives parameters for filtering the records:
  • Search string: for filtering records
  • Company: A list view of companies
  • Status: A dropdown of status

Create a new Staff Group#

• To create a Staff Group, hit the New button in the toolbar area and populate the form fields.

• The following are some of the fields that needs to be populated:

  • Company
  • Category
  • is Default

• If you’re creating a group for staffs, make sure in the category input field, you select STAFF in the drop-down

• You also need to populate the fields in the following tabs:

  • Accounts Rules
  • KYP Rules
  • Cash Management Rules
  • Trading Defaults
  • Portfolio Defaults

• After filling out the form, click the Save and Close button to save changes

View a Staff Group#

• To view a Staff Group, click the ID of the Styaff Group

Edit a Staff Group#

• To edit a Staff Group, select the particular record you want to edit by clicking the radio button
• Click the Edit button in the toolbar area

Merge Two Staff Groups#

• To merge two Staff Groups, select the particular record you want to merge by clicking the radio button
• Click the Merge button in the toolbar area
• Specify the following parameters:
  • DeleteSource: True or False
  • Source: The Staff Group you want to merge into

Delete Staff Group#

• You can only delete a Staff Group that is deactivated, You can’t delete an active Staff Group
• To delete a Staff Group, select the particular record you want to delete by clicking the radio button
• Click on Deactivate, then the Delete button in the toolbar area

Run All Staff Group#

• This will run the Staff Group scheduler

Activate a Staff Group#

• To activate a Staff Group, select the particular record you want to activate by clicking the radio button
• Click the Activate button in the toolbar area

Deactivate a Staff Group#

• To deactivate a Staff Group, select the particular record you want to deactivate by clicking the radio button
• Click the Deactivate button in the toolbar area