Automated rules do the grouping for you. Set up a rule once, and AirMason automatically sorts employees into the right group based on their details, such as state, location, department, or team.
Below, we'll show you how to create a rule, and how to use Generate State Rules to set up all your state groups at once.
Creating an automated rule
1. Open the Rules section
From your admin dashboard, click Manage Organization, select Rules, then click + New Rule.
2. Name your rule
Give the rule a clear name (and an optional description), then click Continue.
3. Select the group
Select the group employees should be added to. Don't have the group yet? Click Create new group to make one right there.
4. Add your conditions
Conditions decide who gets added to the group. Click + Add condition and the Field (e.g. State, Location, Department, Team name), the Operator (Equals, Starts with, or Contains keyword), and the Value.
For example, State → Equals → California adds everyone in California to the group.
Click + Add condition again to add more.
5. Add exceptions (optional)
Exceptions work the same way, but in reverse. They exclude anyone who matches. Click + Add exception, set the field, operator, and value, and add as many as you need.
6. Review and create
Click Continue. You'll then see the option to turn on automatically remove people who no longer meet the rules. Turn it on if you want employees removed from the group when their details change and they no longer match. Then click Create Rule.
Your rule is now active.
Generate State Rules automatically
If you group employees by state, Generate State Rules creates all your state rules at once, so you don't have to build them one by one.
1. Click Generate State Rules
On the Rules page, click Generate State Rules to open the generator.
2. Select the states you want
Choose Select all states to create a rule for every state, or pick just the states you need.
3. Choose your rule settings
Match employees by: choose State field or Location field, depending on which field holds the state info in your employee records.
Name format: choose Short (CA) or Long (California). This name is used for both the rule and the group.
4. Customize each state separately (optional)
Click Customize separately to set the group name format for each state individually.
5. Set your group options
Add rules to existing groups: turn this on if you already have state groups and want the new rules added to them.
Auto-ungroup: turn this on so employees are removed from a state's group when they leave that state.
6. Click Generate rules
AirMason creates all your state rules at once, based on your settings.
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