How to create a new group

Segmenting metrics by similar groups deepens understanding of employee dynamics, boosts engagement, and identifies team-specific issues. This approach enables tailored interventions, promotes inclusivity, supports better decision-making, enhances communication, builds trust, and informs effective strategies.

How to create a new group

To create a new group, follow the following steps: 

1. Go to the Team section and click on Groups. 
2. Next, select the Add new group button and a new window will appear. 
3. Write your Group name and select the group Category from the options that will appear on the dropdown: 

• • • Region
    • Location
    • Department
    • Team
    • Other

💡 We recommend you to always select a category that represents the group as this category can be used to filter your data.  You can also create your own categories. 

⚠️Custom category creation is only available on some plans. See how to do it here.  

4. Select if you want to create a Public or Private group. A public group will be visible by all the administrators that have been granted visibility permissions and private groups are groups that are only visible by the person who creates it. Learn more about private and public groups here. 

⚠️ By default only administrators with full access permissions can create public groups. See here the type of administrators permissions.  

5. Decide if this group will be a Parent group or it will be under a Parent group. Parent groups are used to define a hierarchy between groups that will allow you to filter and display the data in a clearer way. 
6. Decide what type of group you want to create among the ones available: 

• • • Static: You can decide directly who is or is not part of the group manually.
    • Dynamic: The people that belong to the group will be added if the set criteria is met, for example a person has been a certain amount of time in the company.

7. Finally, click on the Continue button to save your changes. Depending of the group type selected, you will add users differently: 

• • • Static groups: When creating this type of group, the people can be added either one by one through the dropdown selector that appears under the Add people to the group section or on bulk by pasting all the people’s email in the window that will appear when clicking on the Other options to add people button. 
    • Dynamic groups: Once the group is created, the system will invite you to set up the criteria for the group selecting one or more employee attributes. Any new member that meets the set criteria will be automatically added to the group. 

Now your new group will be fully created and will start gathering the data of all the people within it from that moment. 

How to visualize historical data of a group

On some occasions, such as when a new group is created containing people that have already participated in surveys or when there is a team or department restructuring, we want to review the current status of those people. 

To request the recalculation of the history of a group, follow the next steps: 

1. Go to your Team section and click on Groups. 
2. Select the group that you would like to recalculate the history and click on the three dots icon. Next, click on the Recalculate the history button that will appear. 
3. Next, read carefully which implies to request the recalculation as the change will be reflected in the group mood map, eNPS, metrics, messages and participation. When ready, click on the Request a re-calculation button. 

A request will be sent to our team to review the group in order to ensure that the recalculation protects the anonymity of the participants. Once the recalculation of the historical data of the group is launched, you will have the information available on your account in the next 72 hours.