Creating and Managing Employee Groups

Categorize your employees into groups, and by connecting your Spark.work account with Microsoft Teams, view these same groups in Teams just as you do in Spark.work. Learn more about syncing here.

• Custom Groups are designed for manually adding or removing employees, without considering factors like their roles, seniority, or departments. 
• Dynamic Groups, on the other hand, are formed based on specific filters such as branch office or position. These groups automatically update as employee details change over time.

Important: To use the Employee Groups feature you will need to integrate your Spark.work account with Microsoft Teams in advance. 

To create an Employee Group:

1. Open the Settings ⚙ and navigate to the Employee Groups section of the Company Structure
2. Click + Add button
3. Fill in the group name in the respective field
4. Choose the group type (custom, dynamic)
5. Click the Next button
6. If you select Custom group, manually add the employees to the group, in the case of selecting Dynamic, select and group the employees based on the group rules
7. Add Exceptions: Click the + Add button to add new exceptions.
• Specify the criteria for excluding employees (e.g. Branch Office, Individual Employee) and Name (e.g., a specific employee or department) 
• Once you've defined the exceptions, the system will automatically exclude employees who meet the specified criteria from the dynamic group

Example:

If you want to create a dynamic group for all employees in the "Sales" department except for those in the "Sales Support" team, you can use the Exceptions field to exclude employees from the "Sales Support" team.

Tip: If you activate the Private toggle button, none of the created groups will be visible in the We → Employees → My Groups tab.

Tip: Only dynamic groups can be deleted. Custom groups must be archived if they are no longer needed.

You can filter the groups based on the following criteria: Type (custom, dynamic), View (public, private) and status (active, archived)

Remember that private groups are only visible to the group creator, while public groups are visible to all users within your organization who have the corresponding permissions.

Congratulations! Now, when you have created employee groups you can organize and manage them based on shared criteria or characteristics.