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How do I create a sub-group?

Modified on Sat, 7 Dec at 5:56 PM

  1. Navigate to the "Groups" option in the navigation bar.
  2. This will display the main "Groups" view.
  3. Identify the primary group to which you want to add a sub-group. Click on the three vertical dots next to it to access more options.
  4. From the dropdown that appears, select "Create new sub-group."
  5. You'll then be asked to input a name and heading for your sub-group. After providing the necessary details, click "Next."                                                                     
  6. The "Create a sub-group" interface will be shown.
    • The interface presents two sections:
      • A blue box labeled "Your Employees" showing a list of all potential members.
      • A green box representing the new sub-group you're creating.
  7. To add an employee to the sub-group:
    • Locate and check the checkbox next to the employee's name.
    • Click on "Add to Group" located at the top right corner of the blue box. The selected employee will be moved to the sub-group.
  8. After adding all desired members, click "Done." Your new sub-group is now successfully set up.

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