Utilizing Groups is a great way to segment or categorize your network of TalentDesk users. Groups are customizable and can be based on whatever themes are relevant to your organization e.g. Skills, location, languages, timezone, department, etc.
To access Groups, locate the Teams section in your sidebar navigation menu and open the Groups subsection beneath it.
Here you will see a list of all of your organization's groups and this is where you will start the workflow to create any new groups. Select the Create a new group button in the top right corner of the page
When creating a Group, there are two different types to choose from, Standard or Dynamic.
Standard Groups
A standard group consists of members that are manually added or removed.
1. To create a standard group, select this option and follow the prompts to complete the following fields:
- Avatar (optional)
- Group Name (required)
- Group Description (optional)
2. Once the group has been created, Providers and/or Managers from your TalentDesk network are manually added by selecting the Add Providers or Add Managers buttons on the page.
3. A list of your TalentDesk network will appear to locate users in your database quickly. Use filters or the search bar to find specific individuals. Tick the box next to each user that you would like to add to your Group or use the checkbox at the top of the page to select all users on the page.
4. Once you have chosen the users for the group, select the ‘Next’ button. On the following screen, select ‘Add members’.
5. Additional Providers and Managers can be manually added to the group at any time using the dropdown menu in the top right corner of the page. From here the group details can also be edited.
6. Group members can be manually removed from the group by clicking on the dropdown arrow on their profile tile and selecting, ‘Remove member’
Dynamic Groups
Dynamic Groups consist of members that match a particular set of selected skills and/ or languages. Members will be automatically added or removed from a Dynamic group based on your chosen criteria.
1. Select the Dynamic group option when creating a new group
2. Fill out the following fields:
- Avatar (optional)
- Group name (required)
- Skills - type directly in the search bar for the skills you would like members of this group to have associated with their TalentDesk profiles. At least one skill or language is required to create a dynamic group
- Use ANY or ALL to control to match users who have any or all of the selected skills
- Languages - identify any language(s) members of the this group should have associated with their TalentDesk profile. At least one skill or language is required to create a dynamic group.
- If you have skills and languages selected, users who match both skills and language selections will be automatically added to this group.
- Group description (optional)
3. After you have selected the skills and/or languages for your dynamic group, click Create at the bottom of the page and the system will automatically add any relevant existing users from your TalentDesk network.
You can edit the group details and skills/languages at any time by selecting the Edit button located in the top right corner of the group's main page.
Moving forward, any users in your network that meet the group’s Skills or Language criteria will be automatically added to the group. Likewise, if the skills/languages associated with a group member’s profile change and no longer meet the group's criteria, or a user is deactivated, they will be automatically removed.
If you have any additional questions please reach out to us via our Live Chat or at support@talentdesk.io.
Thanks,
TalentDesk Team