Defining Groups vs. Group Types
A Group type is used to describe an overarching type of structure within an organization. For example: the default Group Types within Sapling are Departments and Locations.. You can also create as many group types as needed, such as Teams, Squads or Divisions. (*note: you cannot delete the default Location and Department Group Types)
A Group is a listed option within an overarching Group Type. For example: if Locations is the Group Type, then Barcelona is a Group. You can add as many Groups as you need.
How are Group Types and Groups used across Sapling?
As a key integration provider for many different ATS and Payroll solutions, Sapling uniquely manages the synchronization of different organizational Group Types and Groups.
We integrate seamlessly with your existing Group structures - meaning any data fields you're collecting in your ATS can be seamlessly synchronized with your HRIS.
Adding New Group Types
As an Admin or Super Admin, you will be able to locate Groups from the admin toolbar on the lefthand side of the platform.
To add a new Group Type from the Groups page, navigate to the dropdown menu and select "New Group Type".
Adding a Group to a Group Type
Once you have your Group Types organized, you can add Groups that fit within each Group Type category.
To add a new Group, first select the Group Type you'd like to add it to. From there, use the menu on the righthand side to add a new Group.
In addition to adding new Groups, you can also edit existing ones. You can change their name, or add a description (such as office address). Descriptions are shown to new employees during preboarding.
Lastly, you can disable groups if they are no longer used. For example, you may want to include former locations or offices in Sapling for your admins to refer to, but may not want everyone else to see this.