Click Portfolio.

Go to the Organizations section and click Organization Hierarchy.

Select the Campus (or Organization Category) on the Hierarchy list and click New.

Select Workgroup from the New drop-down menu.

Complete the newly created Work Group record as required.

When ready to save the record, click the Create Draft button.

Click the Save and Save & Close buttons to save the new created Work Group record.

Click the Team Members & Contacts tab on the record tool bar.

Click the Find button.

Locate and place a check in the checkbox of the employee required to be added to the new Work Group record, and click the OK button.  

Note the name of the employee will now display in the Work Group Team Members list.