How to Create Custom Employee Groups for HR Policy Mgmt

Key Features

  • 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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