How to Create a Group

To enter the Groups menu, access the administrative menu by clicking the 3 bars in the top right corner of any MyVCM page, then select ‘Groups’.

To create a new Group:

1. Once in the Groups menu, click the ‘Add Group’ button in the top right-hand corner.

1. Enter the name of your group.
2. Next, select if your group type will be ‘Static’, or ‘Dynamic’.
   • Static groups will only be modified if you manually add or remove employees.
   • Dynamic groups continuously update based on rules and filters you set for the group.

1. Enter a description of the group (optional) and click Next to continue.
2. Choose the list of users that will be a part of your group.
3. Click ‘Save’ to complete.

To create a static group:

1. Once in the Groups menu, click the ‘Add Group’ button in the top right-hand corner of the Groups menu.
2. Enter the name of your group.
3. Choose ‘Static’ as the group type.
4. Enter a description of the group (optional) and click Next to continue.
5. Choose the list of users that will be a part of your group. 
6. Click ‘Save’ to complete.

To create a dynamic group:

1. Once in the Groups menu, click the ‘Add Group’ button in the top right-hand corner of the Groups menu.
2. Enter the name of your group.
3. Choose ‘Dynamic’ as the group type.
4. Enter a description of the group (optional) and click Next to continue.
5. Enter the conditions that will be used to create a dynamic group. When creating a dynamic group you can choose 2 different sets of rules, with 3 different conditions to create the filter.

• In ‘Filter By’, choose the field in a users profile that MyVCM will use to select the user.
• ‘Operator’ specifies how the filter criteria relate to one another.
• ‘Employee Property’ allows you to enter the specific data from the selected field in the user profile that MyVCM will base its logic on.

PRO TIP: You can preview the list of users your filter has created by selecting the ‘Preview’ button located at the bottom of the page.

1. Select Save when complete.