In Paychex Learning, you can place users together within individual groups. Users are added to a group manually. Once you create a group, you can add the group to a course, live training, checkpoint or journey. The Paychex Learning Enhanced product will allow you to add the group to a program and survey as well.
Notes:
• If you want to create a dynamically created group defined by group rules, create a smart group.
• Client Admin users can create groups for all learners. Managers will be able to create groups for their direct reports only.
Open Admin Menu
Click on the ADMIN option in the Global Navigation menu. Then click on Manage Groups.
Note: The Global Navigation menu may differ depending on what is enabled in your account.
Create Group
On the Groups page, click the Add New Group button [1]. Click the Add New Group option [2].
Add Group Title
In the group title field, enter a name for your group.
Add User
To find users to add to your group, click the + User button [1]. To add users en masse select Add via CSV [2].
Remove Group
To remove the entire group, on the Groups page, locate the group, click on the 3 dots to the right of the pencil icon, and select Delete.
Confirm Remove
To confirm, click the Disband option.
Duplicate Group
To duplicate the group, on the Groups page, locate the group, click on the 3 dots to the right of the pencil icon, and select Duplicate.
Duplicating groups comes in handy when you have a need for groups that are nearly identical with only small changes to a few users.