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How do I assign employees to salary bands or custom groups?

If you're using salary bands or custom groups for contributions, you'll need to assign each employee to their group before you can proceed.

When using Salary Bands or Custom Groups, every employee must be assigned to their appropriate band or group before you can move forward in the setup wizard.

Here's how:

  1. After defining your bands or groups on the Contribution Classifications page, scroll down to the Assign Employees section

  2. Use the search bar to find specific employees by name

  3. Use the filter dropdown to show only unassigned employees if needed

  4. Select employees using their checkboxes, or select all using the header checkbox

  5. To bulk-assign: check multiple employees → choose a band or group from the Assign Selected To dropdown → click Assign

  6. Assignments are saved on this page and submitted when you click Continue

Tip: All employees must be assigned before you can proceed. Any unassigned employees will be flagged with a warning — make sure everyone has a band or group before moving on.

Questions about assigning employees?

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