Groups are crucial for creating Learning Plans and Reports. They allow the ability to assign the entire group of users to a Learning Plan, as well as pull a report of the group's progress in training, rather than having to select individuals. Many clients have access to groups that are imported through an automatic HR import. However, if you do not have the automatic HR import option, or if additional groups are needed, you can create groups.
Create Groups
- Navigate to Users and Groups.
- Click on + sign in blue circle.
- Make your selection from system or Dynamic Group.
- Refer to our How to Create a Dynamic Group for specific instructions on creating dynamic groups.
- Enter in the group name for a system group.
- Refer to our How to Create a Dynamic Group for specific instructions on creating dynamic groups.
- Select the MEMBERS tab.
- Select +/- USERS to add Group members.
- Select User(s) to add to group.
- Use the Filter and Search functions to quickly find users.
- Select Save to save changes.
Associate Worksite Administrators to the Group
- Select the GROUP ADMINS tab.
- Select +/- ADMINS to add Admins.
- Admins can view and edit groups.
- Admins can view and edit groups.
- Select Administrators to manage and edit the group.
- Use the Filter and Search functions to quickly find Administrators.
- Users with Copper and above admin level can be added as Group Admins.
- Select Save.
Subscribe Group to a Learning Plan
- Select the SUBSCRIPTIONS tab.
- Select +/- PLANS to subscribe the group to a Learning Plan.
- Select Learning Plan(s) to automatically subscribe the group to it.
- Use the Filter and Search functions to quickly find specific Learning Plans.
- Select Save.