What are Groups?
Our Groups feature offers an enhanced solution for efficiently organizing your team. In situations where teams seek to categorize users into subgroups that may not correspond directly with departments, teams, or managerial downlines, Groups provides a flexible option.
With Groups, you can effortlessly choose a subset of team members to be part of a specific group and then designate a Partner to oversee the users in this group. The Partner assigned to the group enjoys the same level of visibility over their group as a manager user does for their direct reports. Partner users are also granted additional permissions which you can learn more about here. Explore a few examples of how you might choose to leverage Groups in your organization.
HRBP Oversight: Group employees needing an HRBP to oversee and support.
Onboarding Groups: Create a group for new hires during the onboarding process.
Location-Based Groups: Form groups based on employee location(s).
Training Cohorts: Create groups for employees undergoing specific training programs.
Performance Review Cycles: Group employees based on their performance review cycles.
Project or Initiative Teams: Form groups for employees involved in specific projects or initiatives.
It's important to note that, currently, each employee can belong to just one group at a given time. If an employee is assigned to a new group, they will automatically be removed from their previous group.
Using Groups
Admin and Super level users have access to the Groups and Partner pages under “People” in the left hand side navigation panel.
The Groups page includes a table that shows all existing groups in the platform and the number of employees in each group. From here, Admin and Super users can create, edit or delete groups.
Create a Group
To create a new group, follow these steps:
1. Click on the green "Add" icon in the far right. This action will take you to the "Create Group Page," which includes two tabs.
2. Under "Group Details," provide a unique name for your group. The group name must be distinct from any existing groups.
If you wish to create a group without initially assigning any employees to it, click the "Create" button located in the top right corner of this tab.
3. To include employees in your group, navigate to the second tab named "People."
Use the search bar or filter feature to locate users. Easily see if users currently belong to a group by checking their employee card or using the Groups filter.
Important Note: Choosing a user who is already part of an established group will result in their placement being overridden by the current group selection. Users can only belong to one group at a time.
4. At the bottom right corner, the system will display the count of selected employees.
5. Once you've chosen your group members, click the "Create" button in the top right corner to finalize the group creation process.
Edit a Group
To edit an existing group, follow these steps:
1. Locate the Group you wish to edit. Then, click the three-dot menu beside the Group Name. You will see the option to "Edit Group" or "Delete Group." Choose the "Edit Group" option.
2. This page will look similar to the "Create Group" setup. From here, you have the ability to alter the group's name from the "Group Details" tab and you can make adjustments to the group's members using the "People" tab.
3. Ensure you save your edits by clicking the "Save" button positioned in the top corner.
Delete a Group
To remove an existing group, follow these steps:
1. Locate the Group you wish to delete. Then, click the three-dot menu beside the Group Name. You will see the option to "Edit Group" or "Delete Group." Choose the "Delete Group" option.
2. A pop-up screen will appear asking to confirm your action. To proceed with the deletion, click "Delete.” If you change your mind, simply select "Cancel.”
Please note, deleting a Group does not affect the status of the employees in the group within the platform.
Following the creation of Groups, you have the option to assign a Partner to the Group, providing them with access to the records of employee group members across the entire WorkDove platform. Click here to learn more about the Partner role.