Instructions for creating new groups in your Pomello account.
New groups or categorizations may be necessary as you begin to look at data in different ways. You may want to set up new groups for screening purposes, or to track cultural change in different parts of the organization.This is easy to do. From the “People and Surveys” tab select “+NewGroup”. From here, a popup will open wherein you’ll be able to name your group, and add relevant group labels. Once you are done select ”Create New Group.”
Once a new group has been created, use the drop-down at the top of the page to navigate to the group you would like to add employees from. In this case we’ve selected the group “OutMatch”. Once you have navigated to the group where you will be selecting employees from, you can select relevant participants by clicking the check-box next to their name. When you have selected all relevant participants, click the“Add to Group” drop-down and select the group you would like to add them to. In this case, the group we have created is “OutMatch New Group.”
Once you have created a new group and added participants to it, you will be able to perform any action that you would with another group. In this case we have navigated to the ”Trends & Insights” page to view the culture strength score of our newly created group. We can also send surveys from“People & Surveys” (to candidates and employees) or view our new group relative to other groups in the “Executive Summary.”