Custom Group Types let you segment engagement survey results by categories you define — such as division, region, or employee resource group. Once created and populated, the Group Type appears as a filter in results for upcoming and active engagement campaigns after the next nightly sync.
Before You Begin
- You must have Admin or Engagement Admin access to Group Management in settings.
- Confidentiality requires at least 3–5 responses per group (depending on your settings) for results to display. Size groups accordingly before import.
Steps
Create the Group Type
- Navigate to Settings and open Group Management.
- Select Create Group Type.
- Enter a name for the Group Type (for example, "Division" or "Employee Resource Group").
- Save the Group Type.
Add groups and members — choose one method
Option A: Add a single group manually
- Open the Group Type you just created in Group Management.
- Select Create Group.
- Enter the group name and save.
- Open the group and select Add Members.
- Search for and select each employee to add.
- Confirm the additions.
Option B: Bulk import groups and members
- Open the Bulk Import tool in Group Management.
- Download the import template if you do not have an existing file.
- Add a column for your Group Type name if it does not already exist.
- Enter the group value for each employee row in that column.
- Save the file and upload it to the Bulk Import tool.
- Confirm the import.
New group values in the file create new groups automatically and assign each listed employee as a member.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| Group Type does not appear in survey results filters | Check whether the nightly sync has run since you created the Group Type | Wait for the next nightly sync or contact support to trigger a manual sync |
| Imported employees are missing from a group | Verify each employee row had a value in the Group Type column | Re-import with the corrected file; missing values cause employees to be skipped |
| Bulk import fails to create a new group | Confirm the Group Type column header exactly matches the Group Type name in settings | Correct the column header and re-upload |
| Group results do not display after a survey | Check group size against your confidentiality threshold (3–5 minimum responses) | Combine undersized groups with similar teams to meet the minimum |
Not Covered Here
This article does not cover deleting Group Types, manager or hierarchy groups, or attribute-based Group Types (default, demographic, or custom attributes), which are created automatically based on employee data.
Related Articles
Understand Group Types in engagement survey results Add people to a group Use groups and attributes to segment engagement survey results