This article applies to org admins and product admins in the PI2 software.
Want an easier way to pull reports for a specific group of employees? Use the "Groups" feature to create and save a subset of employees you can then reference in various tools across the software.
Note: Is it not currently possible to add candidates to a group.
How to create a group
Log in to the PI software.
Click the graph icon in the top-right corner.
You will land on the Group Analytics homepage.
Click the "Groups" tab.
You will see a list of all groups you have access to.
Click "Create new group."
A panel titled "Create new group" will open.
Enter a group name.
Enter and select the employees you'd like to add to this group.
(Optional) Click the trash icon next to any employee you'd like to remove from this group.
Confirm with "Create group."
Where can I use groups?
Currently, groups can be referenced in 2 places:
Group Analytics: Run a report with a group (or multiple groups), alongside teams and specific employees or candidates.
Inspire: Filter your employee list by group, so you can quickly send assessments, pull reports, and perform other bulk actions for that group.
How to pull a group into Group Analytics
Log in to the PI software.
Click the graph icon in the top-right corner.
You will land on the Group Analytics homepage.
Enter the name of the group(s) you would like to add.
(Optional) Enter the names of any individual employees or candidates you'd like to add.
Click "Create report."
Note: Currently, groups only supports employees. To add a candidate to Group Analytics, please add them manually.
How to filter for a group in Inspire
Log in to the PI software.
Select Inspire from the top navigation bar.
Click the "Employees" tab.
Select the filter titled "Groups."
Select the group(s) for which you'd like to filter.
Your Inspire employee list will filter to show the group(s) you selected.
What can I do with a group in Inspire?
Once you've filtered for a group in Inspire, use bulk actions to accomplish any of the following tasks:
Download or email reports for this group
Run a Group Analytics report containing this group
Grant Inspire software access for everyone in this group
How to share a group
Log in to the PI software.
Click the graph icon in the top-right corner.
You will land on the Group Analytics homepage.
Click the "Groups" tab.
You will see a list of all groups you have access to.
Click the ellipsis button (...) next to the name of the group you'd like to share.
Click "Share group" from the available options.
A panel titled "Share group" will open.
Enter the email of the employee with whom you'd like to share this team.
Confirm with "Save changes."
FAQs
Who has access to the "Groups" feature?
Who has access to the "Groups" feature?
Only product admins and organization admins can create groups. Learn more about product access levels.
Who has access to the groups I create?
Who has access to the groups I create?
By default, only you have access to the groups you create. To grant someone else access to group, share the group with another user.
What groups do I have access to see?
What groups do I have access to see?
You have access to see any groups you've created, as well as any groups that have been shared with you.
Is it possible to add a candidate to a group?
Is it possible to add a candidate to a group?
No. Currently, groups can only contain employees.
Tip: Would you find value in this functionality? Let us know by submitting product feedback.
Additional support