Create a Group

A Group is a custom group of employees defined by your organization and is another way to organize your org. Groups can contain cross-departmental employees or sub-departments. 

With groups you can:

• Create group goals

Before you start

• Only admins and People custom role owners can create and manage groups. Learn how to manage a group in Manage a Group.
• Groups cannot be attached to user attributes or HRIS systems.
• Admins can bulk create new groups and manually assign users to groups through the employees CSV upload. To bulk upload or assign employees to groups, download the employees CSV and add comma-separated new or existing group names to relevant employees. Reupload.
  • Note: This does not allow the use of filters to add or remove employees from groups automatically.

Lattice Groups

There are two group types that impact the way members are added to a group. 

The two group types are:

• Automated groups: Automatically adjust based on the set of filters chosen
• Static groups: Do not automatically adjust and members must be edited manually

Create a group

1. Navigate to Admin > People > Groups. 
2. Select Create group.
3. Give the group a name and description to quickly distinguish between your various groups.
4. Choose to leave the group as static or automated. 
   • If automated membership is selected, choose the desired filters members need to meet to automatically be added to the group. Learn more in Create an Automated Group.
5. Select Create group.

Add and manage members

Automated group

If your group has automated membership enabled, Lattice will automatically add and remove members based on the filters you select. 

Static group

1. Within your group, select Manage members. 
2. Filter, search, or individually select employees to add to a group. 
3. Select Add employees > Save. 

Next, learn how to create a group goal.