How do I create a worker group in Scheduling?

Quick answer

Click the Worker Group button in the Resources panel to create a new group, then add the workers you want in it.

Overview

A worker group lets you bundle several workers together — a regular crew, for instance — so you can treat them as one unit when scheduling instead of dragging each person individually every time. Groups live alongside individual workers in the Resources panel.

Before you begin

• Creating a worker group is done by an admin in the web portal.
• The workers you want in the group must already exist in Corfix.

Steps

1. Open the Resources panel and switch to the Workers tab.
2. Click Worker Group. This opens the option to build a new group.
3. Name the group and add the workers who belong to it.
4. Save the group. It now appears alongside individual worker cards in Resources and can be scheduled as a unit.

Use cases

• Regular crews: group a set of workers who consistently work together so you can schedule the whole crew in one motion.
• Specialty teams: group workers by skill or certification so you can pull the right team onto a project fast.

Troubleshooting

I don't see a Worker Group option. Confirm you're on the Workers tab in the Resources panel — the button lives there.

Can a worker belong to more than one group? This isn't confirmed in current source material — verify with product before publishing.