Organize groups and teams

Create a group

1. Open Groups and choose the creation form.
2. Enter a name and description, such as “Marketing” or “May seminar”.
3. Select the employees who belong to the group and save.

Maintain membership

An employee can belong to several groups. Manage membership from the group or the employee’s record. Create employees at company level; groups organize existing employees.

Groups do not have their own point wallet. A recognition can be sent to another active employee in the same company even when their groups differ.

When a group is no longer needed

Edit the group and archive it. Archiving a group does not delete its employees or their point history.

Trace collective sends

Collective sends have a shared reference and individual recipient operations. The names recorded at sending remain available even if a group is later renamed or its membership changes. Archiving affects future sends, not historical points.