Groups

How to Add Custom Expressions to a Dynamic Group

How to add employees with specific attributes to a Group with the Custom Expressions feature.

First, a Dynamic Group must be added and selected from the Easy HR Left Nav.

 

Custom Expressions are specific attributes or values that can be added to a Dynamic Group. Once Custom Expressions are added to a Dynamic Group, the software will check for employees with the specific attribute(s) periodically and update the Group accordingly. 

 

In this example, a Custom Expression will be added to the Hourly Employees Group that checks for employees who are classified as Hourly and adds them to the Hourly Employees Group. 

 

1. Click      Groups in the Easy HR Left Nav to expand the options and select a Dynamic Group.

 

 

2. Click      and select Add   

 

3. Configure the following settings as necessary: 

 

Setting Description
Name

Name of the Group Rule

e.g. Hourly Employees

Update all days at

What time of the day would you like the software to check for employees that match the custom expression?

e.g. 12 A.M.

Keep updated ahead

How far ahead should the software check for employees that match the custom expressions?

e.g. 24:00 (1 Day in advance) 

Time Zone Select a Time Zone
Groups

Add additional criteria to matched with, such as a certain location.

(If applicable)

Custom Expression

Specify values to be matched for employees.

    Add a category to be matched with

    Add an additional category (And/or)

     Remove the category 


To add the Hourly Pay Type Custom Expression: 

1. Click    

2. Click    

3. Select Employment > Pay Type 

4. Click   

5. Set equal to Hourly

6. Click   

Priority In the case of a conflict, if the employee is matched to multiple Groups, sets the priority for which will be selected. 

 

3. Click