This article aims to provide a detailed guide on how to create and manage groups of people within the platform, based on different conditions and criteria. These groups, once created, can be used across a variety of processes in different modules, optimizing and personalizing the human resources management experience.
Scope / Limitations:
The groups functionality extends across the platform, allowing you to perform bulk actions on specific selections of employees based on preset conditions. This powerful tool integrates with other modules, enabling its use in payroll processes, benefit plans, performance evaluation, and surveys, among others. However, it is crucial to note that to create and manage these groups, you must have specific permissions, and groups created will be private and visible only to their author.
Definitions:
- Group: It is a collection of individuals who meet certain specific criteria or conditions. Groups are updated automatically to include all people who meet these conditions.
- Area limit: Defines the universe of users over which the user has the ability to perform queries or execute actions.
- Author: The person who creates and manages the group.
- Conditions: These can be characteristics that a person meets which may be related to the employee's personal attributes or aspects of their job position.
Process:
To access the groups section you must have at least the "Read" permission in "Employee Management". This permission enables the option in the "Employees" menu to access groups. In this section you will find both the default groups created by the system such as "Active" or "Terminated", which cannot be modified or deleted, as well as the groups you have created.
You can only delete groups that you are the author of. Created groups are private and will only be visible to their author, unlike system groups which are visible to everyone who has permissions in their "Employees" profile. However, the content of these system groups is subject to the area limit, which means the universe of included employees may vary. Within each group, you can select people and perform bulk actions.
To create a new group you must go to Administration>>Employees> Groups, locate the "Create Groups" option, assign a name to the group and set the conditions you want. You can select conditions related to the person or to their job.
Each time you add a condition, you will see in real time the people who meet those criteria. Do not forget to save changes before leaving the page to ensure modifications are kept. If a person stops meeting any of the conditions, they will automatically cease to be part of that group.
Within each group you can perform these actions in bulk: Simulate final settlements, terminate selected without final settlement, download their settlement PDFs, or simulate their contract renewal.
Additionally, you can use these Groups in Exporters and for creating Benefit Plans in the participants option.
Important:
Remember that Groups is used by several BUK platform modules such as Benefits, Insurance contracted through BUK, Payroll, Attendance among others. In the case of the latter, remember that when it is a Group for attendance synchronization, it is indispensable that it has the attribute ctrlit_recinto as a condition to generate the correct filter, since there have been cases where, even though the collaborator (HR or supervisor) creates their view with its limitations, they end up synchronizing the complete payroll because the location restriction was not taken into account.
Required Modules:
- Base: Essential people management.
Keywords:
Employee segmentation, employee groups, employee segments, group employees.
You may also be interested in:
Creation and configuration of benefit plans
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🤖 This article was translated using artificial intelligence. View original article.