To edit subgroup names:
- Hover over the action wheel for any existing subgroup.
- Select “View/Edit.”
![](https://desk.zoho.com/DocsDisplay?zgId=582818027&mode=inline&blockId=8elwg67acd4da02cc4a31bd2f204a975c993d)
- Enter the new subgroup name, then select “Save.”
![](https://desk.zoho.com/DocsDisplay?zgId=582818027&mode=inline&blockId=8elwgb5f0defb11d44befb2f0cc40cb41066d)
To create a new subgroup:
- Select “Add New Subgroup.”
![](https://help.bernieportal.com/galleryDocuments/edbsn26ffb0966c42e5fba9476721da5de45bd208562fc855f39592256ac7c1a0511bad35a54cf0be2ed1a8ffadf3e4f1f8e7?inline=true)
- Use the dropdown menu to select where the new subgroup will be used.
![](https://help.bernieportal.com/galleryDocuments/edbsnba56f8837994d47cf9153ee3779dff353fc093c4b49f1c95289dc743e7ae117ca105f4a1545e4efbcb85087e425c6106?inline=true)
- Enter the subgroup name in the text field.
- Select "Add."
To remove a subgroup:
- Hover over the action wheel for the subgroup you'd like to remove.
- Select "Delete."
![](https://help.bernieportal.com/galleryDocuments/edbsn223c7fac06082781b0d3bfc8bd06b741df67ba99535f4a40589c8c04940654684d8abad274543e9a1c57f289092be9bb?inline=true)
- Use the dropdown to determine if employees in the deleted subgroup should all be moved to the same subgroup, or different subgroups.
- If all employees should be moved to the same subgroup, select the subgroup in the second dropdown.
![](https://help.bernieportal.com/galleryDocuments/edbsn52126bb83509119ce45882b542068baa9946bd39fb51771c6c433761e77c6a3e68ac6b35f3424a588e07812ec0b01122?inline=true)
- If employees should be moved to different subgroups, use the dropdown next to each employee to re-assign their subgroups individually.
![](https://help.bernieportal.com/galleryDocuments/edbsnba56f8837994d47cf9153ee3779dff35f60387a42677a549fc9d95f730710a38802aed302cbc08e2c3df161c45323f1a?inline=true)
To mass assign/move employee subgroups:
- Select "Assign/Move Employees."
![](https://help.bernieportal.com/galleryDocuments/edbsn10e91b32f162d70807a6730d8870573da169d53de682662b6516e2e139161a594d8af83d493e94bb8dece358cfc3013f?inline=true)
- Select the subgroup type from the dropdown menu.
![](https://help.bernieportal.com/galleryDocuments/edbsnf3616210b0650acfdc79139a324d5e064ec887638063222e34537085405d468ad8dd32a57ad8b363d15f7f754222a8c0?inline=true)
- Select a subgroup, for example, the "Employees" subgroup under "Benefits."
![](https://help.bernieportal.com/galleryDocuments/edbsnca655832b307ce603cbf65c5b1149245ef7097c5151e81ce2813017f84e8e281d55b7456fd421af5897ae36ac1e72668?inline=true)
- On the right, select the subgroup employees should be moved to.
- Select the employees from the listing in the left column, then use the arrow to move them to the appropriate subgroup.
![](https://help.bernieportal.com/galleryDocuments/edbsneb385f55e1e1b6046cca30ccc33a920e9a9d2fddca43cbdc03d0d1739d981917f490f79ae3b1b554f38942b03a7466f3?inline=true)
- If you are moving employees into a Benefits subgroup from a "Not Assigned" Benefits subgroup, select the date of change. Note: the employee's benefits eligibility rules (waiting periods) are applied to the date selected.
![](https://help.bernieportal.com/galleryDocuments/edbsndc5747222b8feb0b7b593c9bf4b6fd8261fc574e784d6254bc357ac365f848910e133e3ee93a2e8042755c0a2e8e9c09?inline=true)
- Select "I'm Done" when complete.