Group and Group Type FAQs

What is a Group Type?

This is a generic level of hierarchy... think Office, Team, Division, Region.

You can create Group Types (and then Groups within each type) for filtering across the platform.

Why is the "Role" Group Type special?

By default, "Role" is where you will organize employees into their respective job functions for Scorecard purposes.

What does it mean for a Group Type to have open membership enabled?

If you click "Edit" next to a Group Type you will see that "Open Membership" is enabled. This means that employees can self-assign themselves to Groups within this Group Type from their settings page.

For example, you have a "Team" Group Type that contains Team A, Team, B, Team C. When an employee logs in they can self-select which team they belong to from their settings page.

Can Group Types belong to Group Types?

Unfortunately not, at the current time you cannot stack Group Types to create vertical hierarchy but it's something we plan on adding soon.

What is a Group?

Groups are collections of users representing the organization structure of your business. 

A Group exists within a Group Type and is composed of members and Managers.

Can an employee be a member of multiple Groups?

An employee can be a member of infinite Groups, but only one Group per Group Type.

For example, you have "Team" Group Type that contains Team A, Team B, Team C and "Office" Group Type that contains Office 1, Office 2, Office 3.

An employee cannot be a member of both Team A and Team B. They can however be a member of Team A and Office 3.

What does it mean to be a Group member?

• Your Metrics will aggregate up into the Group's Metrics.
• Your left navigation will contain a link to the Group's dashboard.
• You will receive Group notifications.

What does it mean to be a Group Manager?

• Your left navigation will contain a link to the Group's dashboard.
• Your left navigation will contain a "Managerial" link that aggregates Metrics for all member employees within Groups that you manage.
• You will have access to the Group's settings page.
• You will have access to each member's settings page.
• You can optionally receive a Daily Digest email
• You can create Coaching Programs for Users you manage.

How many Managers can a Group have?

A Group can have 0, 1, 2+ Managers.

Can somebody be both a member and Manager of a Group?

Yes, a User can function in a player + coach role by belonging to the Group but also Managing the Group.

It is important to note that if a Manager is included in the Group's members, any data they contribute or do not contribute will be accounted for in the Group's score.