Article Applies to Clients who Sign-On Prior to August 22, 2015
To answer this question lets first explore a scenario that previously existed with many of the tools found within your Toolkit System.
The Scenario:
You configured your various tools within the system by selecting very specific employee/user accounts. For instance; you may have selected to "AUTO ASSIGN" an iFORM to three individual people/managers
The Problem:
When one of the three people leave the organization and someone is hired to replace that person it is very time consuming and very frustrating to search through The Toolkit System looking for all the places you have manually configured the tools to notify/assign the individual employee's account who is no longer with your organization in efforts to update the settings to utilize the new employee's account.
With that said...
The Toolkit Group has been working around the clock to enhance the system and make it more user friendly not only to use on a day-to-day basis but also to manage over many years. With this said; we have listened to our clients' needs and found one common point of frustration amongst all of them and that point being related to specific employee accounts being configured within our various tools rather than a more intuitive approach such as the use of Employee Groups.
So why are there so many in your Toolkit?
As you could imagine converting all those specific employee accounts into usable groups for all of our clients is not an easy task. Our team created a new employee account within your system based on the unique combinations of individually assigned employee accounts. For instance; you may have 10 iForms, all named something different. Those 10 iForms may have the same people or different people auto assigned to them. Our development team was faced with the challenge of creating, on your behalf, an employee group for each of the 10 iForms. When you begin to think of all the areas within the Toolkit beyond just the iForms you can start to see why there are so many employee groups within your Toolkit System.
Where do you go from here?
Now with all those groups created within your system you are more than welcome to either leave them as is; or you may, over time, update the groups to be more meaningful to you and your team. Please remember though, it's always a good idea to review where your employee groups are in use prior to making any changes to them or disabling the group all together.
If you still have questions or wish to talk about your specific situation/scenario please contact our support team directly.