# Create and manage employee groups

> In Weplanify, a group brings employees together for planning, forms, approvals, bonuses and documents, and it also sets a manager's own scope.

- Product: Weplanify (https://weplanify.io)
- Section: Employees
- Web page: https://weplanify.io/docs/employes.groupes?lang=en
- Other language: https://weplanify.io/docs/employes.groupes.md
- Last updated: 2026-09-29

In Weplanify, the **Groups** screen (People menu) sorts groups into three families: **Your groups**, those **Created automatically** (one per site and "All employees") and the **Planning teams**.

![The Groups screen: who is in it, members and uses of each group](https://firebasestorage.googleapis.com/v0/b/weplanify/o/docs%2Femployes%2Fmaj-2026-09-28%2Fem-groupes-a36e57cd.webp?alt=media&token=cdc50804-a2b0-4360-9341-8111d714eeac)

## Steps

1. Click **New group**.
2. Choose **People who match criteria** (the group updates itself) or **People I choose** (first aiders, committee…).
3. Add criteria with **Criterion**: site, team, job, title, manager, contract type, start date; or choose the people.
4. Check the preview "Today, this group has …", give it a name, add **Managers**, then **Create group**.

![New group: Job Magasinier and Site Entrepôt Rufisque, 6 people](https://firebasestorage.googleapis.com/v0/b/weplanify/o/docs%2Femployes%2Fmaj-2026-09-28%2Fem-groupe-nouveau-4493f76c.webp?alt=media&token=1b0abb18-95ff-4011-aed2-abfeb120de76)

## Good to know

- Criteria are reserved for administrators.
- The **Used by** column and the **Not used** filter show where each group is used; details on the [group's page](https://weplanify.io/docs/employes.groupes.fiche?lang=en).
- Groups are used by the [planning](https://weplanify.io/docs/planning.filtres?lang=en), [forms](https://weplanify.io/docs/formulaires.assigner?lang=en), [document collections](https://weplanify.io/docs/documents.collectes?lang=en) and [managers' access](https://weplanify.io/docs/employes.acces?lang=en).

## Related guides

- [A group's page: members, managers and uses](https://weplanify.io/docs/employes.groupes.fiche?lang=en) — In Weplanify, a group's page shows who is in it and why, who manages it and where it is used, before you change it or delete it altogether later.
- [Filter and sort the planning](https://weplanify.io/docs/planning.filtres?lang=en) — In Weplanify, show only the site, group or job you care about, choose what the slots display, and then sort the employees in the order you need.
- [Choose who can answer a form, and when](https://weplanify.io/docs/formulaires.assigner?lang=en) — In Weplanify, a form's Sharing step sets who can answer it (everyone, some sites, some groups or some people) and during which period of time.
- [Request a document from your employees (collection)](https://weplanify.io/docs/documents.collectes?lang=en) — In Weplanify, a collection requests the same paper (ID card, bank details, medical certificate…) from a group of employees, with a deadline to meet.
- [Give an employee a role and access](https://weplanify.io/docs/employes.acces?lang=en) — In Weplanify, make an employee a manager or an administrator from the Access tab of their record: role, groups they manage and what they can do.
- [Manage your employees in Weplanify](https://weplanify.io/docs/employes?lang=en) — In Weplanify, each employee has a record used everywhere: planning, time clock, leave and payroll. Here is how to create it and keep it up to date.
- [Create and set up a site](https://weplanify.io/docs/configuration.sites?lang=en) — In Weplanify, declare your workplaces, their geolocation clock-in area, their time zone and their own overtime rules, one site at a time here.
- [Filter a list by site, group, job or contract](https://weplanify.io/docs/demarrage.filtres-employes?lang=en) — In Weplanify, the same filter bar narrows a list or a report down to a group of people: site, department, job, group, manager or contract type.
- [Choose who signs a document and in which order](https://weplanify.io/docs/documents.signature.signataires?lang=en) — In Weplanify, have a document signed by employees, a whole group or someone outside the company, one after the other or each on their own copy.
- [The planning's workspaces](https://weplanify.io/docs/planning.espaces-de-travail?lang=en) — In Weplanify, a workspace is a separate planning, per department or per site, with its own members, its own schedules and its own set of teams.
- [Plan by teams and rotations](https://weplanify.io/docs/planning.equipes-et-rotations?lang=en) — In Weplanify, plan a whole team at once and rotate your teams over the morning, evening and night shifts with a ready-made rotation model to start.
- [Split time entries by clock](https://weplanify.io/docs/pointage.horloges?lang=en) — In Weplanify, a clock gives a site or a team its own separate list of time entries, visible only to the groups of employees that you choose.