Employees can be assigned to more than one group within a group type. This can help to increase group sizes to meet the rule of five. Here are some sample use cases where it may make sense to include an employee in more than one group:
- Including managers in the different groups they oversee
- Adding employees to projects they are work on
- Reflecting a matrix organization
Add employees to multiple groups
With the 15Five integration
Follow these steps if you are managing your data in 15Five:
When syncing the data from 15Five to the engagement dashboard, an employee will be added to the same groups that they are assigned to in 15Five.
You can review the groups an employee is assigned to in the engagement dashboard by viewing an employee's profile in the Employee List or reviewing groups in Group Management.
Without the 15Five integration
If your data is managed in the engagement dashboard, follow these steps:
Employees can be added to multiple groups within a group type from their employee page or through an import.
Assign groups from the employee page
- Go to Settings > Employee List and select the employee record you want to edit.
- Click View to see the details for the employee.
- Click on the section for Group Memberships.
- Go to the group type you want to update. To add an employee to a group in that group type, select the group from the dropdown.
- The groups they are assigned to will display below the group type.
- Click the X next to a group to remove the employee from that group.
Assign groups through the Bulk Employee Import
Follow the steps for a bulk employee import. To include an employee in more than one group, list all the groups they should be assigned to in the cell for that group type. Separate groups using a ~.
Results for group types with employees in multiple groups
Groups within a group type that meet the rule of five will display results for the Engagement Score and Engagement Drivers in the Results section. If employees are part of more than one group in that group type, you may notice that the participant counts across groups is greater than the total employee count in the organization. This reflects that the employees' results are being included in more than one group.