---
title: "Define Working Groups"
slug: "define-working-groups"
description: "What you can use the working groups for, steps to set up a working group."
tags: ["IT Pro", "HR"]
updated: 2023-07-18T12:12:09Z
published: 2023-07-18T12:12:09Z
canonical: "help.lanteria.com/define-working-groups"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.lanteria.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Define Working Groups

Use working groups to create a specific group of employees who cannot be united through any other organizational attributes and assign a manager to this group. You can use this feature to:

- Conduct a performance review where you need to assess a particular group of people and not the whole company
- Assign an approval workflow step
- Assign task in the HR process template

The managers can view and edit the working groups they are managing from the Manager menu, **My Team Details** > **My Team > My Working Groups.** After clicking the group name, they can also see the employees that belong to the working group, but for those who are not their subordinates, only public profile is available.

![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img341(1).png)

Follow these steps to create a working group:

1. Go to **Settings > Settings and Configuration > Core HR**.
2. Click **Org Structure** in the left panel and click **Edit** next to the **Working Groups** setting name on the **Basic** tab.  
![img119](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img119.png)
3. The **Working Groups** window will open where you will see the list of the existing groups.  
![img120](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img120.png)
4. To create a new working group click the **Add New Group** button above the table. The **Working Group** dialog will appear.  
![img121](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img121.png)Enter the following information:
  1. The project title in the **Title** field.
  2. A short description of the project in the **Description** field.
  3. Select the manager for the group in the **Manager** field.  
*Note**You can have only one manager per group.*
  4. Select the employees to be included into the group in the **Members** field.
  5. Click **Save** to save the data.
5. To edit an existing group click the group's name. The **Working Group** edit form will appear. ![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img653.png)
  1. To change the title, description or the manager make the necessary changes and click the **Save** button.
  2. To add employees to the group, you need to click the **Add Members to Group** button after selecting the employee(s).
  3. To delete an employee from the group click the **Delete** link next to the employee's name.
6. To delete a working group, click the **Delete** link next to the group's name.

## Related

- [Performance Reviews](/performance-module-workflows.md)
- [Approval Processes](/approval-workflows.md)
- [HR Processes](/hr-processes-and-approval-workflows.md)