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How to add Groups and an overview of the related settings.
If you don't see Groups listed in the Global Settings, please contact us. Support: 1-888-783-1493 | Create a Ticket
By default, the Location, Department, and Position Groups can be added in the Initial Setup Wizard.
What is a Group? A Group is an Assignment Scope that contains specific instances within the scope. For example, you could add a Group called "Management" and add instances to the Management Group such as Team Leads, Assistant Managers, or Supervisors.
There are 3 Assignment Scopes that are used for assigning rules within the software: Company, Group, and Employee.
To learn more, see The Assignment Scope Hierarchy
How to Add a Group
1. Click to open the Global Settings
2. Select Groups
3. Click and select Add
4. Enter a Name and configure each setting as necessary
|Name||Display name of the Group|
Conditional grouping calculated on a daily basis.
|Is Managed||Enables you to choose a management level for this group|
6. Click the new Group to Select it
7. Click and select Group Structure
9. Click and select Add
10. Enter a Name
The new Group will appear In the Left Nav under Organization Groups
To add custom expressions to a Dynamic Group: How to Add Custom Expressions to a Dynamic Group