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      Create a smart group

      You can create a Smart Group that automatically adds the employees to a Group based on the following:

      • Location
      • Job title 
      • Manager
      • Business unit.
      • Department
      • Birthday
      • Date of hire
      • Last promotion date
      • Next review date

      Note: Only the admins can create a Smart Group.

      Navigate to Settings > Groups > Smart Groups.

      1. Click CREATE SMART GROUP.
        Smart groups
      2. In the ADD window, type the Group name in the Smart Group field and the Group description in the Description field.
        Create a smart group
      3. Click ADD RULE, and select the Rule Type, Rule Action, and Rule Value.
      4. Click ADD.

      Note: You can add multiple “Rules” to the Group.