Introduction
The Groups Page allows you to elevate your onboarding process by organizing employees into customized groups. Effortlessly prepare your workforce for the future and streamline application setups. Groups can be tailored to fit your needs, whether for departments, locations, or teams. We have created some example groups below for you to repurpose, delete, or use as inspiration to create your own.
Groups control what application tasks will be created during onboarding, ensuring that employees receive the appropriate tools and resources tailored to their roles and responsibilities. This customization enhances efficiency and ensures a smooth onboarding experience for every new hire.
Adding a Group
To add a group:
Log in to the IT Hub
Select Groups under the People section of the left menu
Click the ‘+ Add group’ button in the upper-right corner of the page
Add an optional parent group
Including a parent group allows your new group to inherit applications by default. Example: Your finance group will need specific finance applications plus essential video conferencing or email applications from your default group.
Enter your group name
Add employees
You can add employees to this group later if you prefer.
Click the ‘Add Group’ button
Editing a Group
To edit a group name:
Log in to the IT Hub
Select Groups under the People section of the left menu
Click on the tile of the group you wish to edit
Select the pencil next to your group name in the right corner of the page
Edit name in text box
Click away or hit enter on your keyboard
Adding an Application to a Group:
To add an application:
Log in to the IT Hub
Select Groups under the People section of the left menu
Click on the tile of the group you wish to edit
Click the Edit link in the upper right of the Default applications section
Select applications you wish to add
Click Close
Removing an Application from a Group:
To remove an application:
Log in to the IT Hub
Select Groups under the People section of the left menu
Click on the tile of the group you wish to edit
Click the Edit link in the upper right of the Default applications section
Click the X next to the applications you wish to remove
Click Close
Deleting a Group:
To delete a group:
Log in to the IT Hub
Select Groups under the People section of the left menu
Click the 3 dots next in the tile of the group you wish to delete
Select ‘Delete group’
Click the ‘Delete <Group Name>’ button
Adding or Removing an Employee from a Group
You can easily add or remove an employee from a group either on the employee detail page or directly from the group page.
Adding an Employee via Group
To add an employee:
Log in to the IT Hub
Select Groups under the People section of the left menu
Click on the tile of the group you wish to an one or more employees to
Click the ‘+Add employees’ button in the upper right of the Group members table
Add one or more employees
Select the ‘Add employees’ button
Select the applications for which you would like to create account setup tasks
Select the ‘Send application requests’ button
Removing an Employee via Group:
To remove an employee:
Log in to the IT Hub
Select Groups under the People section of the left menu
Click on the tile of the group you wish to an one or more employees to
Select the 3 dots next to the employee you wish to remove
Select ‘Remove from group’
Employee will be removed from group