Employee groups

Employee groups are a way of grouping a set of employees based on criteria different than the ones available in your dataset. It may be used for further analysis of a certain group, to exclude groups for example from raises, or to share a group with collaborators.

Creating employee groups

Once you have uploaded a dataset into the PayAnalytics platform, you can (re)view your data. To do it, navigate to the Employee Overview section and scroll to the bottom of the page, where the employee level data table is available.

To create an employee group, proceed as follows: 

1. Select Employee IDs (e.g. only employees with ID 391, 176, 66) or create a dynamic filter of employees (for instance, only employees within country Germany and within Job Role Support).

2. Within the Employee Table and column Selection, click on the three vertical dots icon beside chosen employees and select Manage Group Membership. The action box is now open.

3. Create an employee group by clicking on the plus + icon beside Manage Group Membership. This will open a new action box.

This is an note/information message.

If you had previously created an existing Employee Group, you could add or remove the selected employees. Any existing groups would be displayed at the bottom of the action box.

4. Click Create New, to open another action box and complete the new Employee Group details including:

   • Labels: add any relevant labels to the group. For more information about labels, see Labels.

   • Name: give the group a distinctive and descriptive name (e.g. Contractors).

   • Description: describe what the employees have in common and why the group is relevant within the pay equity analysis context (for example, need to be excluded from pay raises, as compensation treated differently).

   • Visibility: by default the group is only visible to you, enable visibility if you want others within your organization to use the same groups in the future.

5. Click Save to create your employee group.

Employee group creation

Quick-selecting & editing employee groups

Once you’ve created an employee group, you can go back to use that selection, or edit your group at any time from within the employee table at the bottom of the employee overview page.

To quick-select an employee group in your dataset, proceed as follows:

1. Navigate to the Selection column.

2. Click on the Group Membership icon ), and the Manage box is now open.

3. Tick the box for the group you would like to select from the list (e.g. Union member). The relevant employees will be selected.

Employee group management

To edit an employee group at any time, within Manage group membership, click on the gear icon. This will open an action box, where you can again create a new group, or click edit to make updates to an existing group.

Employee group edition

Use cases for employee groups within pay equity analysis

Two main use cases for the employee group feature are filtering within reports and excluding employees from raise suggestions.

Special attention to an employee group

Within an employee dataset, you may want to further explore or investigate a subset, for example: New Employees Only (hired within the past 6 months) or Unionized Employees (for whom a different pay structure and rules may apply) or any other special cases (e.g. contractors, part-timers, general outliers).

In any of the above situations, you can create an Employee Group and make it visible for other users in the future to investigate, quick-select, filter and analyze these groups in more detail.

Excluding employees from raise suggestions

A common use case for employee groups is included within the Raise suggestion feature of PayAnalytics. For more information about running and verifying raise suggestions, see Getting suggested remediation actions and Verifying raise suggestions & analyzing costs.

To gain raise suggestions, as part of reducing or closing pay gaps, you will need to set raise configurations.

One of the raise configurations is Exclude employees from raise suggestions and when enabled, it allows you to select a pre-configured Employee Group from a list. To do this, from the relevant employee groups displayed select Select groups to exclude, and then Exclude. The chosen groups will be excluded from raise suggestions.

Excluding groups from raise suggestions means that the optimization model will run across all other employees and suggest raises to achieve your pay equity goals. Raise suggestions for the exclusion group will always be zero (0).

Employee exclusion