Collage offers an Employee Groups feature that lets you group together a collection of employees or contractors by location, department, or employment type. From there, this group can be associated with custom fields and onboarding tasks.
This is a useful feature if you want to streamline onboarding by associating the same tasks or custom fields to new hires, without having to manually do it each time.
Creating an Employee Group
To create an Employee Group, first go to Company Settings > Employee Groups, under the Custom Fields panel:
On the Employee Groups page, click Create New Group:
In this example, we'll create 2 groups: one for Toronto employees, and one for Full-time employees:
Once you're done defining the group, click "Save" and you'll have just created an employee group!
From here, we can add the groups to custom fields and onboarding/offboarding tasks.
Employee Groups in Custom Fields
To add an employee group to a custom field, first create or edit a custom field. When creating a custom field, you'll be required to select a group. If you select a specific group that isn't All Employees, custom fields will only apply to those employees.
In the below example, only Toronto employees will see the Employee Badge ID field, and admins will only be asked to fill it out when hiring employees whose location is Toronto HQ:
Employee Groups in Onboarding/Offboarding Tasks
When creating an Onboarding or Offboarding Task, you can select which group it will apply to. When hiring/terminating an employee who is in that group, that onboarding or offboarding task will automatically be selected during their hire or termination respectively:
