In PLE, you can create smart groups to automate content enrollments. A smart group is a dynamically created group defined by rules, such as a specific Job Title, Location, State, Exemption Type, New Hire, Department, or Manager. Multiple rules can be used to create a single smart group. Users are added and removed to the group automatically according to the rule attributes that are assigned in Flex People. Once you create a smart group, you can add the smart group to a course or program. Any new users added to your account that match the rule attributes of an existing smart group will automatically be added to the smart group, and to any learning item in which the smart group is enrolled.
Caution: Currently, we do NOT send the following information to Bridge: Hire Date, Locale, Unique Identifier. Groups created with these rules will not automatically update.
Users who are added to a smart group are required to complete the courses or programs that are assigned to the group. However, if the user's Flex profile changes, such as a change in location or title, the user's in-progress courses will become optional, and the user will be added to any courses and programs assigned to the user's new smart group.
Note: Client Admin Enhanced users can create smart groups for any employee. Enhanced Manager and Essential Manager users can create smart groups that contain only their direct reports.
Open Admin Menu
Click on the ADMIN option in the Global Navigation menu. Drop down the Users & Permissions section, then click on Manage Groups.
Create Smart Group
On the Groups page, click the Add New Group button [1]. Click the Add New Smart Group option [2].
Add Group Title
In the group title field, enter a name for your group.
Set Group Conditions
To set conditions for the group select +New Condition, choose a condition for your smart group rules.
You can then select an identifier for the condition. Identifiers are the custom attributes set for the account in addition to the built in attributes for Department, Hire Date, and Job Title. Once you select the options for the condition select Save Condition [1].
If you want to remove a condition you select Clear [2]. If a condition has already been set and you need to adjust or delete it select Edit [3] and then you can adjust or clear it out. You can use the AND/OR [4] option to set up numerous combinations for your smart groups.
View Users
Once you have all conditions added for the group you will be able to see a Summary of Conditions [1] which lists the conditions you've set. It will also indicate how many users match the set conditions for this group [2].
Save Group
To save the group select Update.
Delete Group
To delete the entire smart group, locate the smart group on the Groups page, select the three-dots to the right of the pencil icon and select Delete.
Note: Deleting a smart group also removes the users from any courses that added users via the smart group.
Duplicate Group
If you need to duplicate a group locate the smart group on the Groups page, select the three-dots to the right of the pencil icon and select Duplicate. Once you've duplicated the group you can edit it to fit the new need. Duplicating groups comes in handy when you have a need for groups that are nearly identical with only small changes to a specific condition.