Personnel Groups allows you to designate which users are required to complete certain onboarding tasks and specify requirements for those tasks. For each onboarding task you're able to specify:

• Which trainings are required
• Which policies are required
• Secureframe Agent installation required or not
• Background checks required or not

Default Groups

Secureframe creates several default groups. These group names cannot be edited, nor deleted. The default groups are: 

• Employees 
• Contractors
• Auditors 
• Information Security team 
• Framework (SOC 2, HIPAA, ISO 27001 etc)
• Note: Personnel cannot be removed from default groups

When a new framework has been added, an empty default framework group gets created.

Creating a new group

1. Navigate to the Personnel dashboard and click the cog icon to open the Personnel Settings page.
2. Click the Groups tab.
3. Click the +Create new group button.
4. Name the new group.
5. Once the new group has been created, you may search for specific users to add or add an entire existing group.

Frequently Asked Questions (FAQ)

Should a dedicated group be created for new hires and then removed after they complete their training?

• No, it’s not necessary. When users are assigned as either “employee” or “contractor,” they are automatically added to the corresponding group. The platform uses this to assign onboarding tasks, including security training, policies, and background checks.

• New hire training and policy acknowledgments are tracked automatically and also count toward the annual requirement. After completion, users will only receive annual tasks moving forward.

• Creating a custom group is only needed if you want to customize which users receive specific onboarding tasks or policies.