Here are some common groups created by employers and examples of use:
Post-probation employees
If you want certain benefits to only be accessible to those who have passed probation
You may also want separated 'passed probation' groups for some of the other groups below e.g. 'UK Team All' and 'UK Team Passed Probation'
Groups by countries
Make location locked benefits only viewable to those who are eligible to access them
Home country vs work country
Department
Certain teams accessing a higher allowance
Remote vs Office based
Role type
Field workers vs office based
Employment status
Active vs long term leave
Tenure
Seniority/ grade level
Employer pension contribution rate
Insurance dependents coverage
Employment type
Full time, part time, contractor
Even though this information may pull through from the HRIS, you still need to create a group for this
Opted out of a specific benefit
e.g. Opting out of a medical benefit might mean an increased wellbeing allowance
Creating a new group
Select People & Groups in the sidebar
Select Groups tab
Click on the + Add a group button in the top right-hand corner
You'll now have the option of creating a group by listed attributes or creating a custom group by manually selecting employees
Grouping by listed attributes
Under Assign by select Attribute on the left
You can now begin adding rules according to the attributes pulled in from your HRIS
When you've finished adding all the rules, tick the Smart Group option if you want the group to be updated automatically.
This will happen whenever a new employee joins and fits the criteria or if an existing employee's attributes change, for example, if an employee passes probation, moves country or receives a promotion.
Add a name and description and select the relevant group type - for a breakdown of the types, scroll down to Group Type Limitations
Compounding rules
For more complex eligibility, you can add more rules either 'and' rules to narrow down the groups even more or 'or' rules to broaden the number of employees the group covers.
In the example below, we've created a group for Managers from the following list of countries who have passed probation.
I can't find the category I need/ I want to create a new category
If you can't see the field you need, we can set up something custom for you!
This can only be amended on our end, but we can enable this in bulk for all the affected employees on creation of the new category. After this, you'll need to let us know as and when the category needs updating or if an employee needs to be added or removed.
Creating custom groups manually
Select the group owners - often that will be yourself or other owners, admins or managers.
A selected manager can only view the group - they can't amend the members
List employees you want to add to the
Click Continue
Add the name of the group
Select the relevant group type
Allowance - can only be used for allowances
Other - can be multi-use for benefits and policies
Please scroll to Group Type Limitations below
Add a description for other admins or specified managers to see
Click Create Group to finish!
Group Type Limitations
| Policy | Pension | Core Benefit | Custom Benefits | Allowances |
Team | x | x | Please contact Happl ☎️ | x |
|
Community | x | x | Please contact Happl ☎️ | x |
|
Allowance | x | x | Please contact Happl ☎️ | x | x |
Other | x | x | Please contact Happl ☎️ | x |
|