HR Groups are a set of users with common job skills.

Before you begin

Role required: sn_hr_core.admin, user_admin

You can have multiple levels of groups. For example, HR is a group that contains all HR employees within your company. You can have subgroups under HR such as HR Benefits, Employee Relations, and more.

Procedure

  1. Navigate to All > HR Administration > Manage Roles > Manage HR Groups.
  2. From the Groups list, click New or select an existing HR group.
    The Group form appears.
    Table 1. HR Groups form
    Field Description
    Name Enter a name that describes the group.
    Manager Click the Lookup using list icon and select the person responsible for this group.
    Type Use to define a category a group belongs to.

    A group can be associated with one group type (narrow scope) or multiple group types (expanded scope). This allows you to ensure qualified agents are assigned to complex cases or you have adequate coverage for less complex cases.

    Click the Unlock Type Unlock Type icon icon. Then click the Lookup using list Lookup using list icon icon and add human_resources.
    Group email Enter the email address of the group.

    This email acts as a group notification that sends an email to every member of the group.
    Parent Click the Lookup using list icon and select the HR group that is above the current group.
    Vendors Vendors that the group is responsible for.
    Description A description of the group.
  3. Click Save and a series of tabs appear at the bottom of the form.
    Table 2. HR groups form tabs
    Field Description
    Roles Click Edit and from the Edit Members form, move the roles from the Collection column to the Roles List column.
    Adding a role to a group means that all group members also have that role.
    Note: Roles associated with the parent group are automatically assigned.
    Group Members Click Edit to add users to the group.

    Click New to create a user and add it to the group.
    Groups Click New to create a new group.
    Note: Creating a group from here does not automatically create a child group under the group you have displayed.
    Skills Click New to create a new skill.
    Click Edit and the Edit Members form appears. Move skills from the Collection column to the Skills List. Click Save when done.
    Note: Skills associated with the parent group are automatically assigned.
    Activities This field only appears for the Lifecycle Events application.

    The HR Service Activities the group manages. The HR Service Activities are part of the Activity Set and together make up a Lifecycle Event. Only members of this group can update this HR Service Activity.

    Refer to Configure a lifecycle event activity.
  4. Click Submit or Update.