Skip to main content

Creating Groups for HRIS

Poppy
  • Updated

A group is a custom set of employees defined by your organization. Super Admins can configure groups to be used when configuring field assignments.  

Create a group: 

  1. Navigate to Admin > Settings >  People > Groups. 
  2. Select Create Group.
  3. Enter a Group name and (optional) Group Description. If your organization is using the Feedback tool in Lattice, a (optional) Feedback Slack Channel can be added.
  4. Select Next, group criteria.
  5. Add group members by user field and/or select specific individuals.
  6. Once members have been added, select Create Group.

If you add members to a group based on user fields, users will automatically update based on the selected criteria. Any pending users who meet the criteria will automatically be added to the group.