Create a Custom Group

Create and manage custom employee groups

Julianna Kapjian-Pitt avatar
Written by Julianna Kapjian-Pitt
Updated over a week ago

Creating a Custom Group allows you to send messages to a group of people that don’t belong to a Demographic Group in your HRIS. It also allows you to set up a Filter based on Group membership.

There are two ways to add a Custom Group:

  1. Upload a CSV or XLS file

  2. Manually add individuals to a Group

Creating a Custom Group

Before adding individuals to a Group, you’ll first need to create and name the group. Click on Employees and then Groups in your left-hand menu. Next, select the “Create” button at the top of your screen.

Enter the name of the Group in the pop-up and then click the “Create group” button.

You’ll be able to edit the name of the Group after it’s been created by clicking the [•••] menu in the Group and then “Edit group name.”

Next, you can add members to the group.

Upload a File to Your Custom Group

For your file upload, you’ll need the following fields:

  • Email

  • Name

CSV and XLSX examples are linked at the end of the article.

Once you have your file prepared, click the “Upload” button in the upper right of your screen and then click “Upload” on the pop-up.

Next, select your file. The list of names and email addresses from your file will appear in the pop-up. Click “Save” to populate your Group.

If you make any changes to your file and then upload it again, the changes will be highlighted to let you know employees who will be added, removed, or employees not found. To incorporate the changes, click the “Save” button.

If we don’t find an employee in the file, they’ll automatically be removed from the Group.

Adding to a Group Manually

Group membership can also be managed manually by clicking the “Add” button in the top right of your screen. Then, search for individual employees you’d like to add to the Group. As long as the individuals are in your employee list from your HRIS, you’ll be able to select the multiple people and then click “Save.”

Managing Groups

You can remove employees from the group by:

  • Clicking the action menu [•••] next to an employee’s name and selecting “Remove from Group.” A confirmation message will prompt you to confirm you would like to remove the employee from the group. Select “Yes I’m sure” to make the change.

  • Removing them from the list of employees being uploaded to the group.

The employee Group list can be downloaded for easy bulk editing and then re-uploaded to apply changes. To download the list, click the [•••] menu and choose whether you’d like to download a CSV or an XLS file. Next, follow the instructions in “Upload a File to Your Custom Group” to re-upload the file and confirm changes.

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