Key Features

ADMIN HELP CENTER · CUSTOM GROUP

Custom Group: Key Features & Creation

Group employees by department, grade, location, and more — and plug that group into policies, approvals, and workflows across the platform.

CoreHR → Employee Data Management → Custom Group

BEFORE YOU BEGIN

Prerequisites

• Admin access to CoreHR
• Decide on the grouping criteria in advance
• Know which module will consume the group (Leave, Holiday, etc.)

WHAT YOU'LL ACHIEVE

Outcome

• Reusable employee groups available across modules
• Policy and approval targeting without ad-hoc lists
• Dynamic integration when employee-specific policies are used

ⓘ TIP: PICK THE ASSOCIATED MODULE DELIBERATELY

A custom group only appears as an option inside the module you associate it with. If you’re building a group for Holidays, set Configure For to Holiday — you can always create another group later for Leave or Attendance.

• 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 in Workwisely

• 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 define which HR module the custom group will be associated with. Leave Policies – Assign the group to specific leave rules. Attendance Management – Apply attendance shortage rules. Holiday Calendar – Restrict or apply holidays to the group. Approval Workflows – Define approval processes for leave, resignation, etc.
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. Religion – If applicable, categorize employees for specific policies.

Continue Learning

Related Custom Group articles

PARENT

Custom Group overview

Big-picture introduction to the module

HOLIDAY

Holidays by Location & Custom Group

Apply your group to a holiday list

LEAVE

Leave Policy Configuration

Target leave policies by custom group

PERMISSIONS

Managing Roles & Permissions

Control who can edit groups

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