Managing Employee Groups

Introduction

Groups in PerformYard are collections of employees with common organizational characteristics. Groups are used as shortcuts to executing processes for multiple, similar people:

• To assign review cycles to a common group
• To assign the same goal to multiple people
• To assign a workflow to a common group

Managing Groups

To manage groups, navigate to the Groups link within your Company Settings.

To create a new group, click Add Group and provide a name for your new group.

To administer any existing group, click on the group name to access the group's roster, group administrators and other options.

Here you can:

• Edit the group name, by clicking the pencil icon to the right of the group name
• Add employees to the group, by clicking Add Members and selecting those folks to put into the group (note: this may result in removing a user from another group)

• Remove a user from the group by clicking the X to the right of the employee's title

On the left-hand side, you can toggle to the list of Group Administrators, where adding and removing group administrators works the same as it does with group members. However, an employee can be assigned as an administrator for any group (as many as you want) and does not need to be a group member (in fact, that's often not the case).

You can also manage permissions for Group Administrators. By default, Group Administrators can access their group members' reviews on the same terms as a manager or contributor, and can launch ad hoc reviews or review cycles for those members.

By default, a Group Administrator can also see a review member's forms and the form's answers once a form is completed; they cannot view in-progress form content unless they are a current or past author or signer on that form. However, if you would like to grant permissions for the group's administrators to be able to access form content while the form is in-progress you can enable the option to do so for that group. This option is useful if you have instituted a hold stage in your review cycles and would like for a group administrator to be responsible for reviewing forms that have yet to be completed during processes like calibration.

Finally, there is a permission to allow Group Administrators access to group member goals. The Group Administrator would have the same abilities as a full Administrator with goals (can update, edit, share, assign, reassign, delete group member goals) except limited to only the goals of the group members.

There are also options to return to the groups list and delete the group on the left.