Managing Dynamic Groups

Managing Dynamic Groups

Messaging Center Administrators can manage which users have the ability to send messages and/or alerts to a dynamic group. The users included in a dynamic group are automatically calculated when you send the message. There multiple dynamic groups available:

Dynamic Group Name Who it sends to: Which Modules It Is Available In:
Everyone All active employees All
Job Title Employees that have the selected job title as an active employee job title Client Care and Employee Care
Direct Reports Employees that report to the sender via Positions. The message will go to any employees assigned on the Managed Employee Groups card of the sender’s position as well as the employees that are filling any positions one level beneath the sender’s position. Client Care and Employee Care
My Direct Reports (Primary)** Employees that report to the sender via Positions where the . The message will go to any employees assigned on the Direct Managed Employee Groups card of the sender’s position where the Employee Group is set to Employee Care Manager is “Yes” and the employee has it set as Primary as well as the employees that are filling any positions one level beneath the sender’s position. Client Care and Employee Care
Registered Events Students Employees that are registered for the selected Employee Care Event. Employee Care
Default Cost Center Employees that have the selected payroll center set as their Default Payroll Cost Center Payroll
Employee Group Employees assigned to the selected employee group Client Care and Employee Care
Recipent List The employees (users), positions (if filled) and employee groups (employees assigned to them) assigned to the selected Recipient List. If the Recipient List is set to a Just In Time recipient (All Placement Caregivers, This Beneficiary, etc. it will not send a message) Client Care and Employee Care
All Managers Any employee who is filling a position that has the Manager check box marked Employee Care and Client Care
All Directors Any employee who is filling a position that has the Director check box marked Employee Care and Client Care

To manage who has access to send messages to these dynamic groups:

  1. Select the Message Center icon next to your name in the upper right corner.

  2. Select the three dots.

  3. Select Manage Dynamic Group Access.

  4. Select the dynamic group that you want to manage access to.

  5. Toggle on (or off) the users that can access the dynamic group. (The arrow is pointing to a user that is toggled on).

Comments

0 comments

Please sign in to leave a comment.