Organize your people the way your business actually works
A Group is a named collection of employees, scoped along three axes simultaneously: Regional Office + Business Unit (which part of the org), Type (e.g. “Field,” “Office,” “Support” — configurable per company), and Year (which review cycle).
The Groups page nests everything in that exact order — Regional Office → Business Unit → Type → Year — so a large multi-region company can browse straight to “Pittsburgh Business Unit → Field employees → 2026” without wading through unrelated data.
- A Year filter defaults to the current year so admins land on what’s relevant right now
- Employees are many-to-many with groups — someone can belong to their current group plus a historical one
- Move or remove employees from a group in a few clicks, with counts updating live
A 2026 Field Review for your Detroit team is a completely separate, cleanly organized bucket from your 2025 Office Review in Pittsburgh. No mixing, no manual filtering.