Create/manage groups

Modified on Wed, 4 Feb at 9:05 AM

Important: this article is intended for Endalia users with an Administrator profile.

Groups allow you to gather employees by different criteria (e.g., work center, professional category, position, or any other common characteristic). These groups facilitate the joint management of communications, processes, or assignments within the platform.

Create a new group

Within the Settings hub, go to: People and positions > Module options > Groups.

Click Add group to start the creation wizard. The process consists of three steps:

Step 1: Name and association mode

Enter the name of the group, which clearly identifies the group (for example, Commercials North Zone or Madrid Center).
Select the association mode, which defines how employees will be grouped:
- By organizational structure: the group is automatically composed according to the hierarchy of positions.
- By employee attributes: the group is generated based on criteria such as:
  - Status
  - Company
  - Work center
  - Internal category
  - Professional category
  - Salary level
- By direct employee selection: the group is constructed by manually adding the employees who will make up the group.

Click Next to continue.

Step 2: Select the elements of the group

Depending on the chosen association mode, define here which elements will be part of the group:

If you selected by organizational structure, choose the positions that will make it up.
If you chose by employee attributes, mark the attribute values (for example, Work center: Barcelona).
If you opted for direct selection, manually select the employees who will belong to the group.

Click Next to continue.

Step 3: Review and confirmation

On the last screen, a summary of the group is shown with the people who are part of it according to the defined criteria.

Check that the composition is correct.
If necessary, go back to adjust the selection.
When everything is correct, click Save to create the group.

Note: Groups created are automatically updated when the attributes or structure of the associated employees change (except in direct selection mode

Edit or remove existing groups

Once created, you can modify or delete a group at any time.

To edit, click on the group's name. From there you can change the name, association mode, or applied criteria. Additionally, you can see the associated people and the processes the group is involved in.
To delete, use the trash icon available in the list of groups. For those that do not appear, it's because the group is in use and cannot be deleted.
- Confirm the action to permanently delete it from the system.

Synchronize groups

Groups associated by organizational structure or by employee attributes can be synchronized to update their composition based on the most recent changes in the database.

To synchronize a group:

Go to People and positions > Module options > Groups.
In the list of groups, select the synchronization icon (?) next to the group's name.
The system will automatically update employees who meet the defined criteria.

Upon accessing, you will see a list with all currently generated groups.

By default, the system includes a group called Employees, which automatically groups all active and external active employees. This group serves as a starting point for general segmentations and cannot be deleted.

Want to know more? Check the following related articles:

If you have doubts about the terms, check out our glossary at this link.