Creating groups Flashcards
To keep groups organized you should think about having
Naming convention
group types
hierarchy
good to have descriprion of what a group is used for like assign 90 day reviews to new hires
Position is NOT
excludes the certain position
How to create a group
Admin - tool - core functions - organisational unit
Dynamic group
Operators - filter or qualifying who should be a part of the group
Attribute is location
Operator: IS
Value: California
Parent California
child: Los Angeles
Only user from California will be assigned
ttribute is location
Operator: IS or below
Value: California
Parent California
child: Los Angeles
Both California and Los Angeles
Attribute : Last hire
Operator: On and after
Attribute value: thats the date
Condition: Only pull your manager
Group processing
groups needs to be processed before being used
You can freeze group processing - you cant manually process the group when this is enabled.
No more users will be added to this
mass upload
csv file up to 2000 users, system will then ignore the rest
Indivudual users are added with the person icon
in group criteria field
To add dynamic group
klick the plus icon
When you add group criteria and add another one
AND will make the group a manager and working in HR
or if you use group criteria and add two condition there will be a line and it means OR so manager or works in hr
Processing time
For static group is in real time so when you save
Dynamic and combined will process on a daily basis automatically at the same time, updating constantly looking for users matching criteria
Time is pre set for processing group and if you need it changed you contact
GPS
PS