Rule-based teams automatically group Employees based on shared properties, such as department, location, or manager. This makes it easier to manage reporting and team organization at scale.
What is a rule-based team?
A rule-based team is created using one or more conditions that define which members should be included. These teams are dynamic, meaning members are automatically added or removed as their profile data changes.
Common rule types include:
Department.
Manager.
Job title.
Location.
Custom properties (if enabled).
For example, a rule-based team using the condition “Department is Sales” will always include all Employees in the Sales department, even as people join or leave the company.
Why use rule-based teams?
Rule-based teams help you:
Reduce manual team management.
Keep team structures up to date.
Improve accuracy in reporting and segmentation.
Ensure each Team Manager always sees the right members.
How to create a rule-based team
Only Administrators can create rule-based teams.
To set one up:
Go to Settings, then select the Teams tab.
Click Create team.
Choose Rule-based team.
Add the rules that define which members should be included.
Name the team and assign a Team Manager (optional).
Click Create to save.
The team will be updated automatically based on changes to member properties.