The "Groups" function makes it easier to manage and assign multiple employees to e-learning, training or other processes in Evalea . It enables you to easily create and manage employee groups.
Accessing the Group Function
1. Navigate to Settings: Click on the Settings tab in the main menu.
2. Group overview: Here you will find a list of all existing groups.
Functions of the Group Overview
- Search function: Quickly find specific groups by name.
- Group Settings: Edit the group name and description.
- Participants field: Add or remove employees from the group.
- Delete: Permanently remove groups from the system.
- Create new group: You can create a new group by clicking on the “+” symbol.
Creating a New Group
1. Set new group name: Give the group a unique name.
2. Add description (optional): Enter a short description of the group, e.g. its purpose or area of application.
3. Save: After saving, you will be redirected back to the group overview.
Adding Employees to a Group
Once created, you can add employees to the group. This can be done in three ways:
1. Via email address or personnel number:
- Enter the employee’s email address or personnel number stored in Evalea .
2. Employee search:
- Use the search function to find the employee's name. Then click the "Add" button next to the name.
3. Manual addition:
- In the group’s participant field, you can use the “Add” option to select employees and assign them to the group.
Management of Groups
- Edit group settings: Click the gear icon of the respective group to make changes to the name or description.
- Manage employees: Add or remove employees using the participants field.
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Delete group: Remove groups permanently by clicking on the trash can icon.
Notice
Groups make the assignment of processes much easier and save valuable time. Use this function to manage training and e-learning efficiently!
The automatic assignment of employees to groups is possible via a contact import rule .