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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. Click "Company" and then "Groups."

 

2. To create a new group, click "Add."

 

3. Name the group and click "Submit."

 

4. Once a group is added, click the three dots on the right. Using the drop-down menu, you can take the following actions:

  • Copy an existing group

  • Add employees individually

  • Upload an employee list

  • Set up an External Sync

  • Edit the group name

  • Archive the group

How to Create a New Group in ComplyAuto Workforce - Step 6

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

 

5. To edit the members of a group, click anywhere on that group.

6. Here, you can view the member list and add or remove members.

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.