Groups can be groups of employees determined e.g. by an employee's age, gender or tenure, or the project they are working on, their department, team or the craft they belong within.
Frequently asked questions
Question: Can a person be in more than one group?
Answer: Yes, a person can be in the age 18-25 group, be in the male group and in the IT department group at the same time.
Question: Can a person be in more than one group in the same category?
Answer: Yes, a person can belong to e.g. two departments at the same time.
Note: Be aware that their results will be included in the calculation of both departments scores.
Group responsible
Question: What does it mean to be Group responsible?
Answer: We use the word Group responsible because not all organizations use managers and leaders, but commonly this setting is used if someone is generally in charge or responsible for the group.
Question: What happens if I set someone as Group responsible?
Answer: When someone is a Group responsible they get access to the results of that groups, as well as any group hierarchically below that groups.
Note: Being a group responsible does not automatically give the person access to the platform - if you wish for this person to get an invite to use the platform you need to go to the Access page and actively give them a role that grants them access to the platform (for more guidance visit our guide on roles and access management).
Example: Sophie is the Head of Product, so she has been set as the group responsible for Product. Beneath Product we find the both Design and Development. If given access to the platform, Sophie will automatically have access to all three of those segments.
Question: Are people automatically set as group responsible for their direct reports?
Answer: Yes, if you use the 'Manager' field to indicate which employees report to specific managers, the platform will autogenerate a group for all the direct reports for every managers - and they will automatically be assigned as the group responsible.
Renaming groups and categories
Sometimes your department or teams change names and you want your Zoios data to align with our actual organization. To do that you want to rename your groups.
Renaming groups does not change the historic data, who has access to the group or which employees are within the group.
Moving employees between groups
People move country, switch departments or work on new projects. It's only natural that you need to move your employees between groups sometimes. Here is what you need to know.
The survey answers an employee gave as part of a group is tied to the group and will not be transferred when moving their segment.
Example: Michael worked in Sales for the past 12 months but now he is changing to Marketing. His survey results for the past 12 months will continue to belong to the Sales team so the historic results don't change (that would be terrible) but from the day we moved him in Zoios his answers will count towards Marketing.
Group categories
First thing you need to know is that there are different types of group categories that all look and feel more or less the same.
Behaviour | Description | Examples |
Customizable groups | You can add and edit the groups in these categories. | Location |
Ready-made groups | The specific groups are not editable for ease and improved benchmarks. | Gender Expat |
Automatic groups | These groups are automatically generated based on other employee information and are not editable. | Tenure |
Building your org. chart
When you're about to setup your organization, you can actually build out the entire organizational chart (your org. chart) which provides clarity, better usability and ease-of-use in the future.
Inside the group you navigate to Hierarchy and from there, you are able to add a group above or a group below to get started.
Some organizations will have multiple layers like the one you can see below with both departments, sub-departments and teams.
Other organizations are more simple with just one level of departments, or maybe 3-4 departments with a few of the departments having small teams inside them - like the example you can see below.
