Group

Note

This feature is only available to manager.

Introduction

Group is a feature that allows manager to do grouping in advance. These groups can then be applied when creating a Target, Assignment or Upskill without requiring manager to select the members individually.

Manage Group

Manager can view all the created groups in Main Dashboard | Manage Group. In this page, manager can search, add, edit and delete group.

Add Group

1. Tap Add to create a new group.
2. Enter Group Name.
3. Select Group Members and their Roles.
4. Tap Save to save the group.

Edit Group

1. Tap on the group card that you want to edit. You'll see the previously saved Group Name, Group Members, and their Roles.
2. Edit by changing either the Group Name, Group Members, or their Roles.
3. Tap Save to save the changes.

Delete Group

1. Swipe Left on the group card that you want to delete. Tap Delete.
2. Confirm by tapping Yes.

Apply Group

Group can be applied when creating a Target, Assignment (Step 3) or an Upskill (Step 4).

1. Tap Group icon.
2. Select the group that you want to apply. You can select multiple groups.
3. Tap Apply. You will see the selected groups members appear in the list.

Note 1

When multiple groups are selected, the Roles of duplicated Group Members will be applied according to the last selected group.

Example:

• Group A: Member A (No Role)
• Group B: Member A (Admin)

1. Selecting A then B → Member A becomes Admin.
2. Selecting B then A → Member A becomes No Role."

Note 2

When a group is applied to an assignment, upskill, or individual target, the Team Leader role of any member in that group will be automatically removed.