This article covers the following topics:
- About Groups
- Creating Groups
- Manually Managed groups
- Criteria Defined groups
- All Employee groups
- Static groups
- Dynamic groups
About Groups
Groups allow you to gather employees based on specific attributes. For example, you may want to deploy a training dedicated to sales teams only: creating a group will allow you to include all sales teams, from all your business units, in a given group.
All employees, manually or in criteria-defined groups, can be either static or dynamic. This article will explain the different types of groups that can be added to your portal.
To see your group's overview, navigate through the sidebar and click 'Groups.'
Creating Groups
You can add a new group through the 'Create' button. The only input you need to provide is the Group Name. The rest of the settings are a custom checklist based on your company configuration.
- Update automatically based on criteria
- Selecting this feature will enable you to specify an employee attribute, which will automatically add them to this group (for example, belonging to a certain function or business unit). All users will be continuously checked against the criteria, including newly added ones.
- Include all employees
- Selecting this feature will only add all people who are currently active on the platform to the group you are creating. Employees who activate their accounts after this group has been created will not be added automatically.
- Only include manually managed employees
- Selecting this feature will bypass other settings. You would only be allowed to manually insert employees into such a group.
Manually Managed groups
These groups are managed manually, so adding or removing accounts requires someone with the appropriate role.
For details on setting up a manually managed group, please read here.
Criteria Defined groups
Groups are defined by criteria, which determine if an account belongs to the group.
For setup instructions on criteria-defined groups, please read here.
All Employee groups
All employees are included in these groups, covering all active portal accounts.
For setup details on all-employee groups, please read here.
Static groups
These are static groups; the accounts within them won't change over time.
New or unarchived accounts added later will not be included.
To learn how to set up a static group, please read here.
Dynamic groups
Dynamic groups change over time as accounts are added or removed.
New or unarchived accounts meeting the criteria will automatically join the group.
For setup instructions, please read here.
Advanced Features
Through this menu on the top right corner, you can control the general behavior of the group - the same settings you are presented with when creating a new group.