Introducing Primary Configuration
Configuring List Management​
Configuring Forms and Fields
Maintaining Vendors
Managing Expense Types and Account Codes
Maintaining Workflows
Managing Feature Hierarchy
Maintaining Company Locations
Configuring Policies
Managing Group Configuration
Configuring Purchase Order

Configuring Employee Groups

Objective

After completing this lesson, you will be able to create and manage Employee Groups in Concur Invoice Professional Edition

Employee Groups Overview​

Employee groups define the configuration applied to employee-related functions such as User Administration, Delegate Configuration, and Company Info. The system uses the Employee form associated with the Employee group to capture relevant information. These groups primarily affect user-related configurations and permissions.

Review the following graphic to understand the connection between Group Configuration and User Administration.

Group Configurations and User Profile pages showing a highlighted Poland group on the left and the matching Poland employee group selection on the right.

Create an Employee Group​

Review the steps below to learn how to create an employee group.

Steps

  1. You must update the Employee Groups list in List Management before creating a new group. On the List Management page, select *Employee Groups - Do Not Change (Contact Client Support) and then select the Modify button.

    List Management page showing a table of list names with levels and vendor list status, with the Employee Groups list selected and Modify, New, and Import buttons above. “Employee Groups” list and Modify button are highlighted

  2. Select the *Employee Groups - Do Not Change (Contact Client Support) folder, and then select the New button.

    List Management page showing the Employee Groups list with child items for Canada, Czech Republic, Germany, Poland, United Kingdom, and United States, plus options for default search, display format, filtering, and New and Remove buttons. “Employee Groups” folder and New button are highlighted.

  3. Enter the Item Name and Item Code and then select Save.

    List Management page showing the Employee Groups list with child items and an edit panel on the right containing required fields for item name and item code, plus Save, Save and Add, Cancel, and Done buttons.

  4. The newly added list item (in this example, Mexico) appears under the folder. Select Done.

    Employee Groups list showing Mexico selected with item name and code displayed on the right, plus New, Remove, filtering options, and Done and Save buttons.

  5. Now it’s time to create the new group. From the Invoice Processing Admin page, navigate to Group Configurations. Select the Employee tab and then select New.

    Group Configurations page with the Employee tab selected, showing a list of employee groups with paths and New, Modify, and Remove buttons.

  6. Select the created group from List Management and select the Done button.

    Select Group dialog showing an expandable Global group with country subgroups, with Mexico highlighted and Cancel and Done buttons at the bottom.

  7. Enter the Group Name, select the appropriate Employee Form, and then select the Save button.

    Dialog box titled “Configuration for Group” showing fields for Group Name set to Mexico, Employee Form set to Default Employee Information – Payroll, an unchecked option to allow employees to edit approvers, and Cancel and Save buttons.

Result

The new Employee Group appears on the Group Configuration page.

Summary

  • Employee groups are configured to manage user administration and company information.
  • The Employee Group (DO NOT CHANGE – Contact Client Support) list must be updated in List Management.
  • Feature Hierarchy must be set to use the correct source list.
  • The appropriate Employee form must be selected for the group.

Reference

TopicLink
Modify an Existing LinkSAP Help Portal
Group ConfigurationSAP Help Portal
Learning

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