Create a dynamic group for custom expressions

Overview

This article is for managers and administrators who need to prepare a dynamic group for use with custom expressions. You will learn how to create the group structure and add the necessary values so the group can be updated automatically. Once finished, continue to the custom expressions article to learn how to add the rules that determine which employees are included in the group.

What is a dynamic group?

A dynamic group is an employee group that updates automatically based on rules you define. Instead of adding or removing employees manually, the system checks employee data on a schedule and adjusts group membership for you. For example, you could create a dynamic group for all employees classified as hourly, and the system will always keep that group current as employees are added or updated in the system.

What are custom expressions?

Custom expressions are rules that automatically add employees to a dynamic group based on their attributes. Instead of assigning employees manually, you set conditions, such as employee type = regular and pay type = hourly. The system then checks for matches on a schedule and updates the group automatically. This keeps employee groups accurate without extra manual work.

Instructions

1. Go to Platform Settings > Group Structure.

2. Click Add, select the checkbox Dynamic Group, and click Save.
   

3. Select Dynamic Group.

4. Click the ellipsis, and select Group Structure.
   

5. Add a new level named Employment type, and click Save.
   

Note: You do not need to create a sub-level for this setup. The custom expression will manage which employees are added (for example, hourly vs. salaried). Sub-levels are only needed if you want to create a manual, nested structure for additional organization.

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