Groups offer a great deal of functionality that serves a series of different purposes. To learn more about the basics of Groups, refer to this article.
In this article, we will be covering:
Filtering for Groups on the Staff Page.
On the staff page, you can use Group(s) as an option to refine your results and focus on the selected subset of your staff. You can look for a single group or multiple at a time. Let's dig into how you can do this.
On the Staff page, you can find this on the sidebar.
Click into the dropdown, and it shows you all the groups that you have created. You will have the option to select one or multiple groups. When they are selected, they will appear in the box below, indicating that they have been selected.
If you want to remove one of the selected groups, you can click on the option highlighted in the dropdown, or you can click on the x on the far right of the group name in the box below.
With these groups selected, you will now have filtered your staff view to show only the staff in these groups.
On the Staff page, you will also have the option to filter these groups with a toggle for ANY or ALL.
When toggled to ANY, this will reflect staff who are a part of one or more groups selected in this filter. This is helpful when looking generally for people in groups. (Note: ANY is the default filter setting)
When toggled to ALL, the results will reflect staff that is a part of all the selected groups only. This is very helpful if you are looking for Staff with Specific overlapping groups.
Using Groups in Reports
When using a report, there are several ways that you can use a group to provide you with better reporting results.
You will be able to find groups in two places in Reports: Output Data (This will add this as a data point to the report) and Filters (This will ensure that you are only viewing certain data points when running the report).
Groups in Output Data
In the Output Data located on the side bar on the left side of the screen, you will click on “Add a Field” and from the drop-down select “Staff Profile Fields”.
From that drop-down, you will look for and select “Employee Groups”.
Once you select that option, it will be added to your “Selected Filters”.
When you run the report, you will see it added to the results.
Groups in Filters.
In the “Filters” section at the top of the Reports page, we can either add a filter by selecting the “Add Filter” button or update the filter (as seen below) by clicking on the filter that is there and opening the dropdown. From here, we will select “Standard Profile Fields”.
From that drop-down, you will look for and select “Employee Groups”.
This will add Employee Groups to your filters.
From here, you can select how you are filtering.
In addition, you can select the groups that will be filtered.