This article takes us through the process of creating groups in Klaar. Let's dive into the basics first
Groups can be created, edited or deleted only by users with ADMIN rights.
Why should I create a Group? 🤔
Feel free to utilize groups to conduct employee-specific surveys, limit access to OKR tracking, and tailor performance reviews for a specific audience.
What is a Group?
Klaar provides the flexibility of defining Groups as 👇
1. Rule Based Groups
1. Rule Based Groups
🚩 Members are added automatically if they fulfill the rules set for the group by the admin.
How do I create a Rule based Group?
Step 1: Click on "Settings" (bottom left corner of the Klaar home screen) >> "Groups"
Step 2: Click on the blue "Add" button on the top right corner >> "Add new Group"
Step 3: The Create Custom Group window pops up
Step 4: Add the Group Name, Group Description, and Select a Group Admin from the drop down menu.
Step 5: Click on the "Add Rules" button. Set the rules as per your requirement from the drop down menu.
Click on "Create Group"
2. Custom Groups
2. Custom Groups
🚩 Custom Groups allow adding each member manually
How do I create a Custom Group?
Step 1: Click on "Settings" (bottom left corner of the Klaar home screen) >> "Groups"
Step 2: Click on the blue "Add" button on the top right corner >> "Add new Group"
Step 3: The Create Custom Group window pops up
Step 4: Add the Group Name, Group Description, and Select a Group Admin from the drop down menu.
Step 5: Now select each member's name from the drop down menu manually.
Step 6: Click on "Create Group"
Yay! We are now all set to play with Groups.
