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2. Alchemy Manager
3. Users

How to Create a Dynamic Group

Dynamic Groups enables the ability to combine different groups and user classifications by defining unique membership rules. It provides a mechanism to automate learning plans for subscribers via HR integration. This guide provides step-by-step instruction on how to create a dynamic group in Manager.

For information on Dynamic Group visibility and editing visit that section in our Editing a Dynamic Group article. 

Included in this article:
Accessing and Using Dynamic Groups
Drill Down Feature
Creating a Dynamic Group
Dynamic Group Properties

Accessing and Using Dynamic Groups

To use this feature, you must be a Silver or higher administrator, have Dynamic Group Editor add-on. An administrator must have worksite and group supervisory access to create a dynamic group for the respective worksites and groups. For information on visibility and editing for Dynamic Groups, refer to that section in our Editing Dynamic Groups article. 

For information on administrative levels and speciality add-on roles, visit our Access for Manager section in the Access Levels article. 

Note: At this time, Dynamic Groups operates exclusively in conjunction with HR integration. This feature is being introduced in phases.

In conjunction with the HR integration feed, a dynamic group will automatically update as users are added, deleted or edited within the HR system. Changes to dynamic group is subject to the timed communication between Manager and the HR system.

Drill Down Feature

Dynamic Groups are equipped with a drill down feature. This allows you to create a Dynamic Group using filters based on the selected worksite. You will only see the groups and members associated with that specific worksite.

Manager will automatically filter sub groups by worksite, as indicated by the membership counts seen in the image below and the Show all results toggle in the defaulted OFF position. To view all sub-groups membership counts, regardless of worksite, toggle the Show all results button to ON. 

Creating a Dynamic Group in Manager

1. Navigate to Users menu, and select Groups.
   
2. Select the    located at the bottom right side of the screen. 
3. Then, select Dynamic Group.
   
4. Start creating a Dynamic Group by:
   • A. selecting from worksite(s) first, then adding group types  - OR -
   • B. selecting group types first, then adding worksite(s)
     
     
     • When starting with worksites, one or multiple worksites can be selected. 
       
     • When starting with group types, click anywhere on the classification row to review and add sub-groups to the membership rules.
       
     • Select one or multiple sub-groups, then select APPLY. 
       
     • Note: Diamond Admins can create Dynamic Groups with or without a worksite. Refer to our Access Levels articles for information on admin levels and credentials. 
5. Repeating steps 6 - 7 to add multiple classifications.
   • • • Worksite(s) must be selected in order to add the dynamic group. You will receive a red ribbon when worksite(s) is missing from the group filters. 
         

1. To SAVE your dynamic group, once desired classifications are filtered, locate the Group Name field at the bottom of the window. Select the editing tool pen. 

   Note: Manager is equipped with duplicate group safeguards. When a dynamic group is established with identical membership criteria to one that already exists, a message will appear. 

   
2. Enter in a group name, then select APPLY. 
   
   • Note: Dynamic Groups cannot have duplicate names. To circumvent this, Alchemy recommends an organization wide naming convention system. 
3. Upon return to the filter screen, select ADD to finalize the creation of the dynamic group.
   

   Note: Because dynamic groups supports large-scale user assignments, creation of a dynamic group may take some time to process. Refer to our Using the Task Status Page for information on processing the creation of a dynamic group. 

   

In dynamic groups, as membership rules are added or edited, you will see membership quantities change accordingly. To view the specific members of that group, select the blue arrow next to the members.

Once a Dynamic Group has been created, you can adjust membership rules, group admins and learning plan subscriptions. For assistance with editing capabilities, visit Dynamic Group Properties for guidance. 

Dynamic Group Properties

Once a dynamic group is created, the group members, admins and subscriptions can be accessed from the properties section of the group. 

To edit the associated group administrators, ensure that dynamic group administrators have Silver or higher administrator access, have Dynamic Group Editor add-on, worksite supervision, and corporate or system group supervision.

For more information on selecting and deselecting admins to groups, and how to subscribe a dynamic group to a Learning Plan visit our step-by-step guide here.