Managing groups

What are groups?

Groups are collections of employees who share the same policy acceptance requirements. When you assign a policy to a group, every member of that group must accept that policy. This lets you manage policy obligations by job function or department rather than employee by employee.

Creating a group

1. Go to Personnel via the main menu and open the Groups tab.
2. Click "Add" at the top right.
3. Enter a name for the group (for example: "Development Team" or "Management").
4. Click "Add" to save the group.

Adding people to a group

You can manage group membership from the group's detail panel.

1. Click the group name in the Groups overview to open the detail panel.
2. Find the "People" field under the Details tab.
3. Start typing a name and select the person from the suggestions.
4. Repeat to add more members.

To remove someone from the group, click the × next to their name in the field.

Assigning policies to a group

Policies are assigned to a group as "checks". Each check represents one policy version that group members must accept.

1. Open the group's detail panel.
2. Find the "Policies to accept" section.
3. Click the + button to open the add policy form.
4. Select a policy from the dropdown. Only approved policy versions are shown, each indicated by a green dot.
5. Click "Add" to assign the policy to the group.

Removing a policy from a group

Click the × on the policy chip in the "Policies to accept" field to remove it from the group.

Understanding group progress

In the People overview, the Progress column shows a ring for each person. This ring reflects how many of the checks assigned through their groups they have completed:

• No ring / "Not started" — the person is not in any group with assigned policies
• Orange ring — some policies accepted, but not all
• Green ring — all assigned policies accepted

Deleting a group

1. Open the group's detail panel.
2. Click the three-dot menu (···) at the top right of the panel.
3. Click "Delete" and confirm.