🚨 You can now create Custom Fields in Blissbook, which may be more user-friendly than groups. Read the help article here. 🚨

A group is like a label or a tag for a person in your organization that provides meta data about that person. It is typically demographic information. Some common examples:

If you have a document with content that only applies to specific subsets of your audience or employees, you can use Groups (or Custom Fields) to limit access to that content. This is Blissbook's personalized content functionality. It's one of the ways we help you reduce noise for those reading your documents.

Groups (and Custom Fields) can also be used as filters in your reporting center or org member list to filter the list of employees. This can be helpful to find a specific person or to generate a screenshot or report for someone.

There is no limit on the amount of Groups or Custom Fields you have or the text you use within them. However, the best practice is to only create the groups you'll actually need. This reduces noise for you too!

Groups are different from Custom Fields in that they are only a value, and all Groups are lumped together in Blissbook under a single "Groups" key. If you sent us the state where someone works as a Group, in Blissbook it would show up as Group: "CA" or you can merge the key for this value on your side before sending to end up with Group: "Work State: CA". Custom Fields are a key:value pair, as in "Work State" is the key, and "CA" is the value, so in Blissbook it'd look like Work State: CA. Custom Fields improve usability and are typically easier to send, so we recommend using them if possible.

There are 3 ways to add/assign or remove people to/from groups:

1) One-by-one in someone's person details panel: Click EMPLOYEES in the side nav, click the person's row to show their details, then click the Actions dropdown button. Choose Edit Details. Click the + and start typing to assign an existing group or to create a new one. Click a group to remove someone from it. Click the Save button to save your changes.

2) Add groups to your employee list sync file and import them all together. Your employee list sync will sync whatever is in Blissbook with whatever is on your file. People will be re-assigned to the groups on your file if there are differences, new groups will be created as needed, and unused groups will be archived.

3) Set up an employee sync with your HRIS platform and choose the groups to sync over.

You can find out which employees are in specific groups directly in Blissbook. Just go to EMPLOYEES in the side nav and filter by group by clicking "Add a filter," then choose Groups. From there, you can type the name of a group and choose whether to include or exclude it from your search. Additionally, when you click on the search bar, you'll see a list of groups already available in Blissbook.

You can also do this in the reporting center under Employees view.

If you need to see the full list of your groups and make manual changes within that list in Blissbook, please note that only Blissbook admins have the capability to do this at the moment. You can reach out and send a request to us in two ways:

Our team is here to help you make the necessary changes to your groups quickly and efficiently!