Creating Employee Groups

Employee groups are helpful for managing and automating training that is specific for certain employee roles.

1. Navigate to your Workforce dashboard and click "Employee Management."

2. Click "Manage Groups."

3. Click "Add Group."

4. In the "Group Name" field, type an appropriate name and click "Add Group."

Your new group has now been created.

5. To add employees to your new group, stay in "Manage Employee Groups." In the "Search" field, start typing the name of the group you just created.

6. Click "Add Employees." From the drop-down list, choose a method for adding employees to the group.

Tip! If Azure Active Directory is already synced, you can sync specific AD groups directly to your Workforce employee groups by clicking "Set-up Employee Sync."

7. To add employees directly from your Workforce list, click "Select Employees to Add."

8. You can select all employees by checking the box to the left of "Name." To choose individual employees, check the box next to each employee's name.

9. Click "Add Employees."

Tip! Creating groups for certain roles (i.e. sales associates or service technicians) will make assigning, managing, and automating training very easy.

If you have any questions, please contact support or your designated client success manager.