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Create summary

Summaries consolidate results from underlying groups – often at a higher organisational level.

Summary groups represent the organisation’s hierarchical levels and are used to consolidate results from multiple underlying summaries and teams.

  1. Go to Organisation > Manage organisation via the main menu.

  2. Hover over a group in the structure – three dots (• • •) will appear to the right.

    • Click the dots and select "Create sub-group"

  3. Choose group category: Summary.

    • Name the group
    • Enter External ID

    • Click "Add manager" and select the relevant person from the list.

      • The manager must already exist as a user to appear in the list.

      • If no manager is available at the moment, this can be added later.

Note: The availability of results is not affected by whether a manager is assigned, but there will be no recipient for result notifications unless a manager is added.

Note: Users can only be created and added at the team level.

📌 What’s the difference between a team and a summary?

📌 Create team