Key Features

KEY CAPABILITIES

Custom Group — Key Features

See at a glance what Custom Groups unlock: targeted visibility, shared filters, and team-level workflows.

Highlights

person WHO USES THIS

▸Admins evaluating whether to use groups

▸Recruiters organizing shared work

▸Hiring managers curating candidate views

target WHAT YOU'LL ACHIEVE

▸Understand the core group capabilities

▸Decide which features fit your use case

▸Plan a group structure confidently

Criteria-Based Grouping: Employees can be grouped by Department, Location, Employee Type, Organization Unit, Grade, and Religion.
Policy Assignments: Custom groups can be linked to Leave Policies, Attendance Shortage Rules, Holiday Calendars, and more.
Approval Workflows: Used for group-based approvals in Leave, Resignation, and other HR processes.
Dynamic Integration: If an employee-specific policy is defined instead of an organization-wide policy, the custom group is automatically integrated with the respective module.

Creating a New Custom Group

Click +Add New to create a custom group.
A pop-up window will appear to enter group details.
Provide all the required information, such as Group Name, Criteria (Department, Location, etc.), and Associated Module.
Click Save to finalize the group creation.
The custom group will now be available in the relevant module for usage in policies, approvals, and workflows.

Fig: Add Custom Group

Fig: Custom Group Rules

Fields Description

Title	Description
Custom Group	It is the unique name assigned to a Custom Group.
Configure For	The "Configure for" field in the Custom Group setup allows administrators to the group for the job post visibility.
Rules	Rules in the Custom Group define the criteria for grouping employees based on specific attributes. These rules ensure that only employees meeting the defined conditions are included in the group. Key Rule Criteria: Department – Group employees by their department (e.g., HR, Sales, IT). Location – Restrict the group based on work location. Employee Type – Categorize by permanent, contractual, or temporary employees. Organization Unit – Define groups based on business units or divisions. Grade – Group employees by their job grade or level.

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