Dynamic groups allow you to create group(s) based on set criteria, the group(s) you create will dynamically review your team members based on the criteria you set and adjust group membership accordingly.
Create a dynamic group
1. Begin by navigating to the Settings page
2. Proceed by clicking on Locations, and select your location from the list (if applicable)
3. Then click on the Groups tab (if you do not see this tab and you have subscribed to this feature please contact your CSM).
4. Click on the Create a group button.
5. Select Create a New Group Based on a set of criteria then create a Group Name in the text box provided (if you do not see this option and you have subscribed to this feature please contact your CSM).
6. Select the employment status(s) for the team members you would like to be included in this group.
7. Select the Position Type(s) that should be included in this dynamic group followed by Save
8. Your dynamic group will now be included in the list of your groups to view, edit or delete.
For more information on how to view, edit or delete a group click here.
Note: you may use your dynamic groups to adjust how your call out (open shifts) are sent out to your team members for more information on how to do this click here.