Target Groups

Prerequisite: Adding Employees

Before creating a target group, ensure that employees have been added. Refer to the Employee Setup Guide for detailed instructions.

Creating a Target Group

To create a new target group, follow these steps:

1. Click the "Create New Group" Button:

   • Navigate to the Target Groups section.
   • Click the Create New Group button to open a popup form.

2. Fill Out the Form:

   • Group Name: Provide a meaningful name for your group.
   • Select Employees: Use the Search by Email or Team Name field:
     • Search by Email: Add employees individually by their email addresses.
     • Search by Team Name: Add an entire team at once.
   • Once you’ve selected employees, click Add Member to add them to the group.

3. Create the Group:

   • After filling in all the required details, click the Create button to finalize the group.

Managing Target Groups

1. View Group Details:

   • After creating target groups, you will see a list of existing groups.
   • To view the group details, click the Eye Icon next to the group name.

2. Add Employees to a Group:

   • To add more employees to an existing group, click the Add Button.
   • Use the same search and selection process described above to add new members.

3. Delete a Group:

   • To remove a target group, click the Delete Button next to the group.

Additional Notes

• Ensure that the group name is descriptive to make it easier to identify.
• Use the search functionality to efficiently find and add employees or teams.
• If you encounter any issues while managing groups, contact support for assistance.