" Create custom groups for policy management ."

Custom Group

ADMIN HELP CENTER · CUSTOM GROUP

Custom Group

Create reusable, criteria-based employee groups that plug into policies, approvals, and workflows across Workwisely.

CoreHR → Employee Data Management → Custom Group
WHO IT'S FOR

Admin scope

  • HR admins targeting policies to slices of the org
  • Organizations with department/grade/location-specific rules
  • Anyone tired of rebuilding employee lists per module
WHAT YOU CAN DO

Capabilities

  • Group employees by department, grade, location, and more
  • Reuse groups across Leave, Holiday, Attendance, Resignation
  • Drive approval workflows and group-specific policies

CoreHR → Employee Data Management → Custom Group 

It allows administrators to create tailored groups of employees based on specific criteria. These groups help in defining and applying policies, approvals, and workflows efficiently.


    • Related Articles

    • Custom Group

      TEAM SEGMENTATION Custom Group Create and manage custom groups to share dashboards, filters, and responsibilities across specific recruiter pods. Feature person WHO USES THIS ▸Admins setting up pod-based team structures ▸Recruitment leads grouping ...
    • Holidays by Location & by Custom Group

      ADMIN HELP CENTER · HOLIDAY Holidays by Location & Custom Group Decide whether holidays are published by physical location or by a custom employee group — so your regional branches and special segments observe exactly the right calendar. Settings → ...
    • Custom Fields

      Admin Help Center · Onboarding Custom Fields How to enable the additional fields WHO USES THIS Admins and HR Managers configuring the onboarding experience — they decide which extra fields every candidate should fill in on top of the built-in ones. ...
    • Document Enforcement Group

      Admin Help Center · Onboarding Document Enforcement Group Make specific documents mandatory and signed during onboarding The Document Enforcement Group in the onboarding process ensures that specific documents must be uploaded and signed by the ...
    • Custom Fields

      ADMIN HELP CENTER · CUSTOM FIELDS Custom Fields Tailor Workwisely to your organisation by adding custom fields to job postings, candidate profiles, the career site, and employee records — capturing exactly the information your hiring and HR processes ...