Manage employee groups

Use Groups under COMPANY to keep approval and review routing tied to the right team.

Who can do this

You need company:groups:manage to create or change groups.

Create a group

1. Select Settings in the main navigation.
2. Under COMPANY, select Groups.
3. Select Create group in the upper-right corner.
4. Enter a Group Name.
5. Enter a Description if your team needs more context.
6. Select Create group in the dialog.

After the group is created, the dialog changes to Edit group so you can add people.

Add a member

1. Open the group and select Edit group.
2. In Add Employee, use Search by name or email... to find the person.
3. Select the person, then select Add.
4. Confirm that the person appears under Current Members.
5. Select Save changes at the bottom of the dialog.

To remove a member, use the remove control for that person under Current Members, then select Save changes.

Change a group's availability

Open the row action at the right end of the group and select Deactivate or Activate. Use Delete only when the group should be removed.

What you should see

The Groups list shows the saved name, description, membership count, and status. Routing that refers to the group uses its current active membership.

If something goes wrong

• If a person is missing from Add Employee, confirm that the person exists under COMPANY, People.
• If Save changes is unavailable, confirm that the group name is filled in.
• If a group cannot be removed, check whether approval or review configuration still refers to it.

Related

• Use employee groups for routing
• Link an employee to a Clerked user
• Create an approval policy