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This is it! Smart Groups is finally being released in June!
This new feature is an amazing and improved way to manage users and groups.
Smart Groups allows you to create groups which are composed of users with one or more common attributes. For example, users can be grouped based on attributes such as gender, hire date, department, birthday, location, etc.
With Smart Groups:
For example, your organization could create a Smart Group with the following rules:
You will be able to run Engagement and Poll reports as well as view feedback specific to these Smart Groups, thus providing your organization with segmented data to better understand specific groups. By analyzing the results and feedback, your organization will be able to precisely take action and assess areas of opportunity and improvement depending on certain attributes of your organization’s employees.
A Smart Group can be created in 3 easy steps:
An attribute needs to be created; it can be an attribute based on Numbers (e.g., Number of children, Salary or Number of certifications), on Dates (e.g., Hire Date or Birthday) or on Multiple Choices (e.g., Department, Gender).
By default, Officevibe creates 4 attributes for you:
Like all the other Attributes that will be created by your organization, these default Attributes can be edited or deleted.
Once the attributes are created, values must be set in the users’ profiles (ex. Female, Male and Other for the Gender Attribute). These values can be set manually in each user’s profile page or via the new Bulk Edit functionality that lets you update all users using a single file upload.
Once an attribute has been created, and values have been assigned, a Smart Group based on that attribute can now be created.
Many conditions are also available for creating precise rules (e.g. between, before, is not, is equal to); the rules can also combine multiple attributes (e.g., “Gender is Female” AND “Number of Children Is not equal to 0”).
Once these three steps have been completed, the Smart Group is created and can now be used to view your data in brand new ways!
Some advanced options are also available when creating Smart Groups, such as being able to pull historical data into the new Smart Group or to convert a Manual Group to a Smart Group!
We want you to make the most of this new feature. As such, we’re preparing short videos explaining the detailed steps for leveraging Smart Groups that will soon be available to assist you and your organization.
In the meantime, you can read the documentation here.