Getting started: how can I create employee groups

Grouping employees had several benefits: it allows you to automatically identify the weakest link, to set-up targeted phishing campaigns, to follow-up the eLearning in an efficient way, …

Employee Groups

1. Click Configuration > User Management > Employee Groups.
2. Click ‘Add Group’.
3. RESPONSUM allows you to create two types of groups: Static and Smart.

Static Groups

1. Click ‘Static’.
2. Provide a name for the group.
3. Click ‘Save’.
4. Go to Configuration > Employees
5. Select the employees you want to add to the static group.
6. Click ‘Add Selected Employee’s to a group’.
7. Select the group in the ‘group list’.
8. Click ‘Save’
9. To remove employees from the group, go to Configuration > Employees Groups.
10. Click on a group
11. Click on the bin next to the employee you want to remove from the group.

Smart Groups

1. Click ‘Smart’.
2. Provide a name for the group.
3. Add a parameter(s) to the group to create a constraint(s).
4. The following parameters are available:
   • Course: the employee is or is not enrolled in a certain course.
   • Course grade: the employee his/her grade on a certain course is equal to, not equal to, less than, less than and equal to, more than, more than and equal to.
   • Campaign result: the employee did or did not: open, click, submitted data in a certain campaign.
   • Date Added: employees who are added on a defined date.
5. Click ‘Save’.
6. Employees who fall under the defined constraints will automatically be added to the group or removed when they don’t fall under defined constraints anymore.