When you create a group, the next step is to add members to it. There are a few ways to do so.
Invite Members to Join
When you invite members to join a Group they get a notification letting them know they are invited. They can either accept or ignore the invitation.
Navigation: UKG Learning > Social Workspace > Groups > All Groups > locate group > View > Edit group
- Select Send Invites from the Edit Group menu.
- Select By person (invite specific members) or By criteria (invite a group of members based on the job and location). Use the organizational filtering if needed.
- Once you have selected the members to invite, you can add a custom message, image, or URL, if desired.
- Select the Invite button. The selected users will receive an email notification to join your group.
Register Members
When you register members to a group, they are added to the group immediately. To register members, you need the right permissions. Based on the Academy Settings and Job Permissions, the users who can register others to a group are:
- Admins
- Group Admins with Create Group permissions
- Group Admins with Register Members to Groups permissions (only for groups they admin)
- Managers with Register Members to Group (All Groups) permissions
Navigation: UKG Learning > Social Workspace > Groups > All Groups > locate group > View > Edit group
- Select Add Members from the Edit Group menu.
- Select By person (register specific members) or By criteria (register a group of members based on their Job and (Above) Units).
- For individuals, select the + icon to select them.
- With Advanced Registration, you can either assign this group to members matching the criteria just for this instance or set up a rule that automatically registers individuals that fit these criteria in the future. To turn this into an automated rule, select the Automated Registration Rule checkbox. Future members who meet the criteria will automatically be added.
- Select the Register button.