Organize Your Employees With Groups

Employee Groups help you organize your workforce into smaller, more targeted audiences—making communication faster, clearer, and more relevant.

Instead of sending messages to everyone, you can deliver announcements, surveys, and updates to the right people at the right time.

Common Ways to Use Groups

Many teams use groups to segment employees based on:

• Shifts – Share updates or instructions specific to employees currently working or about to start
• Departments/Functions – Send relevant information only to teams like office staff, field crews, or warehouse employees
• Locations – Communicate location-specific updates like weather, schedules, or operational changes

Why Use Groups?

• Improve message relevance and engagement
• Reduce unnecessary notifications
• Easily target the right audience for surveys, reminders, and updates
• Keep your workforce organized as your team grows

How to Manage Groups

There are three easy ways to create and manage groups in Team Engine:

1. From the Employee Directory

• Find an employee
• Click “Select Group” next to their name
• Add them to an existing group or create a new one

2. Using “Groups”

• Go to the Employee Directory
• Click “Groups”
• Create, rename, or delete groups
• Quickly assign employees to groups in bulk

3. Upload a List with Group Assignments

• When uploading employees, include group names in the “groups” column
• You can assign multiple groups by separating them with a semicolon (e.g., Shift A; Warehouse )
• Groups will be automatically created if they don’t already exist

Additional Notes

• Employees can belong to multiple groups
• There’s no limit to how many groups you can create
• Groups can be used across messaging, surveys, and other workflows for better targeting