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Creating a New Group

  1. Click + New Group.
  2. Enter the Group Details, including the group name and description. Add a priority if needed.
  3. Add one or more Conditions to automatically include team members who match your criteria. For example, all employees who have passed probation.
  4. For each condition, select: A field, such as Department, Work Location or Contract Type.
  5. An operator, such as is or is not.
  6. A value to match against.
  7. Add more conditions if you need to refine who is included.