Complete Guide to Groups for Talent Management

Groups are used in the LMS only for assigning courses, learning plans, and catalog restrictions to a "group(s)" of employees. This is a great way to segregate and select who should be assigned to something, a multi-select option is available.

Navigating to Groups
  • From Talent Management, click Account Admin from the menu near the top-right.

    LMS_-_Account_Admin_-_01.png

  • Click Company Setup to open the menu, then click Groups.

    Company_Setup_-_Menu_-_03.png

Groups_-_Menu_-_00.png

The Groups page will show columns for:

  • Group Name
  • Group Code
  • # of employees part of the Group
  • Status of the Group

Clicking the column header for the group name or group code will let you sort the list.

Clicking the Yes/No toggle for "Show Inactive" will let the list display only Active groups or Active and Inactive Groups.

Adding a New Group

  • Click Add Group.

    Job_Codes_-_Add_-_00.png

  • Fill out the fields for the group (* - Required):
    • Group Name* - The name is seen in drop-down menus.
    • Group Code* - The group code cannot have any spaces.
    • Description
    • Add assigned employees from the employee picker. Multiple employees can be selected when doing so.
    Groups_-_Add_-_01.png
  • Click Save.

Editing a Group/Setting Group to Inactive/Active

  • Click the ... button.

    Groups_-_Edit_-_00.png

  • Click Edit.

    Groups_-_Edit_-_01.png

  • Edit the fields for the group. For more information about the fields, you can refer to Adding a New Group
    • Use the Inactive/Active option in the top-right. Making a group inactive will prevent it from being used as an assignment criterion in future assignments. Assignments that have already been assigned using that group will be upheld. If a group is re-activated, it will be available for assignments again.
    Groups_-_Edit_-_02.png
  • Click Save.
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