# Managing groups

> Groups collect employees who share the same policy acceptance requirements. Assign a policy to a group and every member must accept it. Progress per group too.

Source: https://tidalcontrol.com/docs/personnel/managing-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 group"** 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.

> **tip:**

You can also add a person to a group from the person's detail panel. Both approaches keep in sync automatically.

## 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 acknowledge" 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.

> **info:**

Once a policy is assigned to a group, all current and future group members will see it as a task to complete on their **Onboarding** page.

### Removing a policy from a group

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

> **warning:**

Removing a policy from a group does not delete existing acceptance records. Employees who already accepted the policy keep their acceptance history.

## 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.

> **warning:**

Deleting a group removes the group and its policy assignments. Employees who were members are not deleted. They simply no longer belong to this group. Their existing acceptance records are preserved.