Create a new performance group

How to add a new performance group or edit an existing one.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

You can use performance groups to give specific employees access to manage all aspects of the performance module for other selected employees. We'll show you how to create one of these groups, or edit a group already set up.

  1. Click your name in the top right, then click Settings.

  2. On the settings menu click Performance, then click Groups.

  3. Click Add group.

    Alternatively if you want to edit an existing group, click the pencil icon next to it.

  4. Name the group.

  5. Select whether you want the group to have access to all performance module features, or just goals.

  6. Click Save.

  7. You are now prompted to assign employees and managers to the group.

    If you want to assign employees or assign managers to this group later, click Cancel.

    To do it now:

    1. For employees click on the Employees tab, select the relevant employees.

    2. To select a manager, click on the Managers tab select the relevant person.

    3. Once done, click Save.

Your new group is now listed.

Next steps

If you haven't already, assign employees and assign managers to your new group(s).

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