Groups Overview

Groups is one of the settings, within Global Settings, with assignment scopes that contain subcategories within that scope. The out-of-the-box assignment scopes used for assigning rules within the software are Company, Group, and Employee. 

Company

If a rule is assigned to the Company, a Company, Group, or Employee rule can override it. By default you can set a company rule that applies to all employees.

Group

If a rule is assigned to a Group, only a Group or Employee rule can override it. To apply a new Company rule, the Group rule must be archived .   

Employee

If a rule is assigned to an Employee, only an Employee rule can override it. To apply a new Company or Group rule, the Employee rule must be archived.    

You can add as many groups as you need. For instance, you can create a group called Management with sub-categories such as Leads, supervisors, and Managers.