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
Addto 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 Job.
5. 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.
1. Navigate to the Jobs Table View
2. Use the check boxes on the left side to select Jobs that belong in the same group
3. Click Bulk Actions above the Table on the left side
4. Select Edit Multiple Jobs from the drop down menu
- Navigate to
Tagsin the header menu
5. Check the box above the table to "select all" with one click
6. Click the plus sign on the applicable tag
7. ClickFinish- 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
1. Navigate to Manage Organization
2. Select Organization Groups from the menu on the left
3. 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)
4. Click "Create Group" to save your changes
↑ Back to topAdding Workers to a Group
1. Navigate to the Workforce Table view
2. From the Sort and Filter Bar segment your data using the group Tag you created previously
3. Check the box above the Table in the top left to select all
4. Click Bulk Actions above the Table
5. Select Add to Group from the drop down menu
- Select which group these workers will reside in
6. Click 'Add to group' to save your changes
↑ Back to topAdding Jobs to a Group
1. Navigate to the Jobs Table view
2. From the Sort and Filter Bar segment your data using the group Tag you created previously
3. Check the box above the Table in the top left to select all
4. Click Bulk Actions above the Table
5. Select Add to Group from the drop down menu
- Select which group these jobs will reside in
7. Click 'Add to group' to save your changes
↑ Back to topGroups Filter
- The Groups Filter is located below 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
1. Access Manage Organization in the upper right
2. Navigate to Organization Groups from the left side navigation
3. 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
1. Navigate to the Dashboard Summary View
2. Scroll to the Workforce Employment graph
- Loaned out and Loaned in workers will be displayed on the graph