Adding a Group Type

Use Group Types to classify Groups, enabling you to associate Groups with similar characteristics. When defined, you can:

• Define and add Groups to a Group Type through the Group Types tab
• Add a Group Type to a Group through the Groups tab.
• Use Group Types in Reports.

You can create Group Types to suit the needs of your organization. For example:

• Project Team
• Scrum Team
• Special Interest Group
• Social Group

Group Types are not visible in WX.

To add a new Group Type:

1. Select the Group Types tab.

   Sage People displays the Group Types Home page.

   Tip

   The default view in Salesforce Classic includes the Group ID. To display more information, such as Group Name, Start and End Dates, select Edit to modify the default View or Create New View:

   

   The default Recently Viewed view in Salesforce Lightning Experience also contains the Group Name and Group Type.

2. Select New. Sage People displays the New Group Type page:

   

3. Complete the fields as follows:

   Field	Description
   Group Type Name	The name you want to use for this Group Type. Up to 255 characters, not case sensitive. Group Type Names must be unique. Group Type Name is displayed in the HR Manager portal.
   Description	A brief description of the role of the Group Type to help you identify it. Up to 255 characters.

4. Select:

   • Save to save your changes and display the Group Type Detail page.
   • Save & New to save this Group Type and create another.
   • Cancel to discard your changes and display the Group Types Home page.