How to set your org up for success with the Organization Groups feature in RIVET.
💡 Note: This article contains interactive tutorials. Click the targets to advance to the next step.
Contents
Order Of Operations
Creating a Tag Category
Attaching Tags to Workers and Jobs
Creating Groups in Manage Org
Adding Workers to a Group
Adding Jobs to a Group
Groups Filter
Relocate Yourself
Loaned Out Workers
Labor Demand Dashboard View
Labor Demand Summary View
Related Material
Custom Tags
Sort and Filter Bar
Labor Demand Dashboard
Manage Organization
Order Of Operations
A Tag Category is created by an Admin in Manage Org
Individual Tags that align with the groups at your org are created within the category
These Tags will be made to apply to both Jobs and Workers
The Tag Category will be made into a Display Group
Tags will be applied to the corresponding Workers and Jobs
Using the Sort and Filter Bar the user will segment their Worker and Jobs data
Contact your Account Manager at RIVET to turn on the Groups and Divisions Feature
Add Workers and Jobs to groups using 'Add To Group' option in the Bulk Actions drop down
💡 Note: Your organization may have already utilized Tags in RIVET to segment your data in a way that will interface with Organization Groups. If so, skip to 'Adding Workers To A Group' and continue from there. It's a good idea to have a conversation with your Account Manager prior to attempting to enroll your organization in Organization Groups.
🗯️ Caution: If you have an active integration with a source system, RIVET integration developers will need to be involved to build out your Groups and Divisions access.
Creating a Tag Category
Admin user will navigate to Manage Organization in the upper right
Select Tags from the navigation menu on the left side
Click "Add" to add a new Tag Category
Name the Category
Create individual Tags within the Tag Category
Ensure that this Group/Division Tag applies to both Workers and Jobs
Toggle On the option to make this Tag Category a Display Group
Attaching Tags to Workers and Jobs
💡 Note: The instructions below pertain specifically to Jobs. The workflow is identical for Workers. Instead of navigating to the Jobs Table, you'll navigate to the Workforce Table and continue.
Navigate to the Jobs Table View
Use the check boxes on the left side to select Jobs that belong in the same group
Click Bulk Actions above the Table on the left side
Select "Edit Multiple Jobs" from the drop down menu
Navigate to "Tags" in the header menu
Check the box above the table to "select all" with one click
Click the plus sign on the applicable tag
Click 'Finish'
All of the Jobs in this group have now been tagged successfully
💡 Note: Repeat the process above until all worker's and jobs have been attributed with the correct group/division tag.
Creating Groups in Manage Org
Navigate to Manage Organization
Select Organization Groups from the menu on the left
Click 'Create Groups' to create a new group
Name the Group
Select the Parent Group
Select the Group Color (not required)
Add the Group Location (not required)
Click "Create Group" to save your changes
Adding Workers to a Group
Navigate to the Workforce Table view
From the Sort and Filter Bar segment your data using the group Tag you created previously
Check the box above the Table in the top left to select all
Click Bulk Actions above the Table
Select 'Add to Group' from the drop down menu
Select which group these workers will reside in
Click 'Add to group' to save your changes
Adding Jobs to a Group
Navigate to the Jobs Table view
From the Sort and Filter Bar segment your data using the group Tag you created previously
Check the box above the Table in the top left to select all
Click Bulk Actions above the Table
Select 'Add to Group' from the drop down menu
Select which group these jobs will reside in
Click 'Add to group' to save your changes
Groups Filter
The Groups Filter is located below the Schedule Builder in the upper left of RIVET
Each group currently selected by the user will be displayed
Org Groups will be displayed as chips
The initials of the group name(s) or the group's picture will be displayed
User's with access to more than one group will use this filter to manipulate the data displayed
💡 Note: Clicking the ⭐ icon next to the Org Group(s) in the Group Filter will make those groups your default experience every time you log into RIVET. The default experience can be changed by the user at any time.
Relocate Yourself
Admin users are able to Relocate Themselves if they've mistakenly been added to the wrong group
Access Manage Organization in the upper right
Navigate to Organization Groups from the left side navigation
Select the "Relocate Myself" button
Loaned Out Workers
When a worker is Assigned or Scheduled to a job outside of their Org Group, they are considered a Loaned Worker.
The Worker Drop Down in the Sort and Filter Bar allows users to view or hide Loaned Workers on the Roster Board, Roster Report, Workforce Table and Workforce Schedule Views.
There is a Loaned Worker Bucket on the Roster Board that will highlight loaned out workers
Dashboard Labor Demand View
Admin members of the Parent Group can choose which group(s) data is displayed
The Charts on the Labor Demand Dashboard can be parsed down to individual groups
Users with access to only one group will only see the Dashboard information for that group
Dashboard Summary View
Navigate to the Dashboard Summary View
Scroll to the Workforce Employment graph
Loaned out and Loaned in workers will be displayed on the graph