# Create a People Group [![Signify Header.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/emW3hfMrZ1yIDMUv-signify-header.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png) #### Create people groups - Click the **gear icon** to access the **Setup and Configuration** menu. ![LM OS Setup and configuration menu.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/OolVb4vG1kGknZ88-lm-os-setup-and-configuration-menu.jpg) - Click **People Groups**. ![LM OS Setup and configuration menu - People Groups.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/nOhU8eJJoD70DLZP-lm-os-setup-and-configuration-menu-people-groups.jpg) - In the **left-hand menu**, navigate to **Custom**, then click **+PEOPLE GROUP**. ![LM OS People Groups - Add.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/H5nGU4aA0WiOCFyF-lm-os-people-groups-add.jpg) - Enter a descriptive name for the people group. - Click the **toggle** **button** to set the status to **Active**. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![LM OS People Groups - Add - Add new.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/kM9PWMtIzcq94hiU-lm-os-people-groups-add-add-new.jpg) - Once the people group has been created, you can select the people to add to it. ##### Included: Individuals - In the **left-hand menu**, click to navigate to the **Included section, then click **People** to add individuals. - Click the **PEOPLE** button. ![LM OS People Groups - Add - Included people.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/a3dimEWgHQ1MeTTB-lm-os-people-groups-add-included-people.jpg) - Use the **search bar** to find a person based on their name, surname, username, or job title. - Tick the **checkbox** to select a person. ![LM OS People Groups - Add - Included people - Select.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/RoWVYABHHxajOCQF-lm-os-people-groups-add-included-people-select.jpg) - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![LM OS People Groups - Add - Included people - Select - Save.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/ex93gXc5DfU9pFAz-lm-os-people-groups-add-included-people-select-save.jpg) - Review the users added to your people group, then click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![LM OS People Groups - Add - Included people - Save.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/K8dLYJWX3qeEIXuy-lm-os-people-groups-add-included-people-save.jpg) ##### Included: Grouped conditions - Click **Grouped Conditions** to add groups of people based on criteria such as job titles, organisational nodes, etc. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![LM OS People Groups - Add - Included grouped conditions.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/gIxWuHqBXFGgOxsO-lm-os-people-groups-add-included-grouped-conditions.jpg) ##### Included: Individuals - In the **left-hand menu**, click to navigate to **People** in the **Excluded** section. - - Click the **PEOPLE** button. - Select the people you would like to exclude. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![LM OS People Groups - Add - Excluded people.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/6wVeb66WSOM3Cq0J-lm-os-people-groups-add-excluded-people.jpg) ##### Excluded: Grouped conditions - Click **Grouped Conditions** to exclude groups of people based on criteria such as job titles, organisational nodes, etc. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![LM OS People Groups - Add - Excluded grouped conditions.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/010chNXvTskr2GcJ-lm-os-people-groups-add-excluded-grouped-conditions.jpg) ##### Summary - In the **left-hand menu**, click Summary to view all the users included in your people group. ![LM OS People Groups - Add - Summary.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/mLPcNgAbjkg3HY3A-lm-os-people-groups-add-summary.jpg) - > The people groups take some time to synchronise on the system once they're created. This can take anywhere from **10 minutes to 12 hours**, depending on the number of changes. - To synchronise the newly-created or updated people groups manually, follow the steps in the next section. #### Manually syncing people groups - Click the **gear icon** to access the **Setup and Configuration** menu. ![LM OS Setup and configuration menu.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/OolVb4vG1kGknZ88-lm-os-setup-and-configuration-menu.jpg) - Click **Ruleset Setup**. ![LM OS Setup and configuration menu - Ruleset setup.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/G8n6077uSByiSZlf-lm-os-setup-and-configuration-menu-ruleset-setup.jpg) - Select the **ruleset you would like to update. ![LM OS Setup and configuration menu - Ruleset setup - Select ruleset.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/rfnTwwjc6K4u3af7-lm-os-setup-and-configuration-menu-ruleset-setup-select-ruleset.jpg) - Navigate to the **Integrations** tab. ![LM OS Ruleset Setup - Integrations.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/sI3aNIzPAzERVUv8-lm-os-ruleset-setup-integrations.jpg) - Scroll down to the **Bulk Additional Service Imports – Push** section. - For the **People group import** function, you have two options when synchronising manually: - - Click **REQUEST ALL DATA** to synchronise all the people groups. - - This is a **time-consuming** operation because all the people groups' data is overwritten and synchronised from scratch. **Please be very careful when selecting this option, as it can affect system performance and speed, particularly during business hours.** - - - Click **REQUEST RECENT CHANGES** to synchronise only recent changes to your people groups. - - This is a **time-efficient** option because only the changes are synchronised, and the previous data remains unchanged. [![LM OS Ruleset Setup - Integrations - People Groups.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/Bb38pMRhJCqMIfcF-lm-os-ruleset-setup-integrations-people-groups.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/Bb38pMRhJCqMIfcF-lm-os-ruleset-setup-integrations-people-groups.jpg) - Once you have selected a synchronisation method, a **message** will appear stating that the import has been requested. You can monitor the synchronisation progress by navigating to your **System Inbox**. [![LM OS Ruleset Setup - Integrations - People Groups - Manual Sync - Message.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/9GiaCYLAyKB2kUWF-lm-os-ruleset-setup-integrations-people-groups-manual-sync-message.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/9GiaCYLAyKB2kUWF-lm-os-ruleset-setup-integrations-people-groups-manual-sync-message.jpg) - Click the **envelope icon** at the top of your screen to navigate to your **System Inbox**, then click **Imports**. [![LM OS Ruleset Setup - Integrations - People Groups - Manual Sync - Inbox.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/YRXXilnI31OnO0Uy-lm-os-ruleset-setup-integrations-people-groups-manual-sync-inbox.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/9GiaCYLAyKB2kUWF-lm-os-ruleset-setup-integrations-people-groups-manual-sync-message.jpg) - You can monitor the **status** of your **imports** and **system processes** here: - - **Staged** means the task has been added to the queue and will begin once the current tasks have been completed. - **Started** means the task is currently running. - **Completed with Errors** means the task has been completed, although only partially, due to detected errors. - **Completed means the task has been successfully executed. - **Failed** means the task could not be completed. [![LM OS Ruleset Setup - Integrations - People Groups - Manual Sync - Inbox - Success.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/YFukbCU93sA36XvG-lm-os-ruleset-setup-integrations-people-groups-manual-sync-inbox-success.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/9GiaCYLAyKB2kUWF-lm-os-ruleset-setup-integrations-people-groups-manual-sync-message.jpg) - For a **Completed with Errors** or **Failed** task, you can download an Excel document with a breakdown of the errors. - - Click on the **kebab icon** next to the task. - Click **Export Errors**. - Review the errors, then re-attempt the task using the steps above. [![LM OS Ruleset Setup - Integrations - People Groups - Manual Sync - Inbox - Failure.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/WpLPKm1j2TT78LkF-lm-os-ruleset-setup-integrations-people-groups-manual-sync-inbox-failure.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/9GiaCYLAyKB2kUWF-lm-os-ruleset-setup-integrations-people-groups-manual-sync-message.jpg) [![Signify Footer.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/ZOt8yZwhbiGx2d6U-signify-footer.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png)