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Set up your groups

Updated

Available for the following EmploymentOS plans: Unlimited, Complete
Available for the following HR Classic plans: Standard, Premium, Platinum
Available for the following user access levels: Admin 

By establishing Groups, you are setting the foundation for the efficient assignment of content in bulk, such as policies, documents and certification requirements, for specific employees within your organization.

Groups allow you to personalize your employee experience by ensuring they only receive onboarding and other shared content relevant to their role. 

Why is it useful to set up groups?

It is useful for grouping users to share certifications or policies with specific groups rather than all employees.

You can also post announcements to certain groups too.

Employees can be part of multiple groups, and team names are not limited to groups you have in your organization.

Set up Groups

Step 1: Create your initial group categories

Groups can be created manually via the settings menu or in bulk via a CSV import.

Option 1: Manual creation

  1. Log in to Employment Hero. 
  2. Click Settings on the left-hand side navigation menu.
  3. In the People tile, click the Groups submenu.
  4. Click Add Group
  5. Enter the Group name and allocate a Leader (optional)

Option 2: Create groups in bulk

To create the groups in bulk they can be created and assigned to the employees via a CSV import.

  1. Log in to Employment Hero. 
  2. Click People on the left-hand side navigation menu.
  3. Click Import Employees from the submenu.
  4. Select Update Employee Employment Details and Download the template.
  5. Add the new groups you require to the employees under Group [separate multiple groups with '|'] - column O.
  6. Save and upload the file to create and assign the groups.
Step 2: Assign groups

There are two ways to assign an employee to a group - either one-by-one from within their employee file or in bulk using the Import Employees feature for CSV upload. 

Assign one-by-one
  1. Log in to Employment Hero. 
  2. Click People on the left-hand side navigation menu.
  3. Click the People list from the submenu.
  4. Select an employee from the list to update their details.
  5. Click on the Employment Details tab. 
  6. Click the Edit button.
  7. Use the drop-down menu to select the relevant groups.

  8. Save. 

    Helpful Hint

    The Employment Details tab is also used to update Primary and Secondary Manager. If you are updating one-by-one you may wish to update these fields at the same time for efficiency.

Assign in bulk using a CSV upload
  1. Log in to Employment Hero. 
  2. Click People on the left-hand side navigation menu.
  3. Click the Import Employees option.
  4. Export the template for bulk updates by selecting Update Employee Employment Details and Download.Screenshot of the Import Employees page Step 1 of 4 showing three CSV template options: Update Employee Employment Details (selected with a teal checkmark), Update Employee Pay Details (Xero, MYOB), and Update User Pay Details (Employment Hero Payroll, KeyPay, Quickbooks Online), with Include existing user information checked, Include terminated users unchecked, a Download button, and a CSV upload area on the right

  5. To update an employee's Group, edit the respective column in the template (Column O). To add multiple groups, separate each group with a pipe symbol '|'. For example: Sales | Management | Remote.

    Helpful Hint

    Groups entered in the CSV are case-sensitive and must match the naming convention used in the platform.

  6. Once complete, save as a CSV file.
  7. In Employment Hero, click or drag your file into the grey upload frame.
  8. The import fields will be automatically configured. If you have chosen to use your own CSV template, use the Map Your Columns feature to align each field
  9. Select, Continue.
Edit group name or group leader
  1. Log in to Employment Hero. 
  2. Click Settings on the left-hand side navigation menu.
  3. Under the People tile, click on Groups.
  4. On the group you wish to edit, click on the 3 horizontal dots.
  5. Click on Edit.
  6. Here you will be able to edit your group name or group leader. 
    screenshot that shows highlighted pop up in which you can edit your group name or leader 
  7. Once you have made your edits, click on Save.

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