Managing Groups

Creating Groups on the Platform

After completing your registration and confirming your email, it's time to create groups according to your organizational structure. These groups can be created by area, management, location, units, leadership, segmentation, etc.

Organizational Structure: A Practical Example

Let's use the following organizational structure as an example, keeping in mind that this is a complete example already considering some best practices. However, you can adapt it as necessary for your company.



When someone responds to a survey, their feedback (qualitative and quantitative) is linked to the groups to which they belong as a member and to the groups above them in the hierarchical structure. Linking a person to a group allows for effective grouping of results.

Employees with a management role in the groups will have access to the numbers and feedback of their respective groups and subgroups, always respecting anonymity rules and the hierarchical structure (minimum of 3 respondents). They can also consult evaluations, OKRs, and goals of the group.

Let's Go!

If you have any questions about how permissions work on the platform, we recommend reading the Permission Configuration

In the group management screen, you can view the groups in two formats: list and tree view.

Group Registration

During the registration of a group, some fundamental data are required:

Image: Add an image for easy identification.
Code: Create a unique code for the group.
Name: Enter the group's name.
Status: Define whether the group is active or inactive.
Subgroups: Indicate the groups that are below this group in the structure.
People: Link people to the group, determining their roles (Observer, Manager, Participant).
Group Hierarchy: Define where the group fits in the hierarchy.

Initial groups usually include companies, directorates, and segmentation groups.

Important Notes

You can create groups without people and add them later.
Administrators have access to information for all groups and subgroups without needing to add themselves as managers in each group.
Deleting a group is logical; the information is stored.
A person cannot be a participant in a subgroup where they are a leader.
Activating a group also activates its subgroups and linked people.
Deactivating a group deactivates its hierarchy and asks if you want to deactivate the people.
Editing an active group will always trigger a reminder email invitation to people who have not confirmed their accounts.
It is possible to create custom roles for associating people with the group.

Conclusion

Creating and managing groups according to your organizational structure provides a clear and organized view of feedback, evaluations, objectives, and results of your team. Use the mentioned tools and best practices to optimize people management on your platform.

Updated on: 17/05/2024