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Use the tables below to help you configure the selection criteria to select users to include in user groups.
To create or edit user groups, your user role must have unrestricted access to the User Groups feature in System Roles (Manage Features > User Manager Features). To view the members of a user group, your user role needs only read-only access.
To configure user groups in the Manage Center, go to Manage Center > Users > User Groups.
Table: Users/Organization/Role fields
| Field | Description |
| User |
You can select one or more users. Start typing a user name and select the user from the auto-complete suggestions. Repeat as required. You can also click the browse icon to open the User selector, where you can select users based on various criteria, including role, organization, and other user groups. |
| Role | Click inside the box to open a selector, in which you can select one or more system roles. Users with the selected system role will be included in the user group. |
| Organization |
Select whether to include only users in the selected organizations, or user in the selected organizations and their child organizations. Click inside the box to open the Organization selector, where you can select one or more organizations. |
Table: Employment Information fields
| Field | Description |
| Status | Click in this field and select one or more statuses from the drop-down list. |
| Employee Number | Enter one or more Employee Numbers separated by semi-colons. |
| Date of Birth on or after / before | Click in this field and select a date from the calendar widget. |
| Language | Select a language from the drop-down list. Users whose preferred language matches the selection will be selected for inclusion in the user group. |
| Job Title | Enter one or more Job Titles separated by semicolons. |
| Join Date on or after / before | Click in this field and select a date from the calendar widget. This refers to the date the users joined their current employer. |
| Direct Appraiser | Click in this field and start typing the name of a Direct Appraiser. |
| Super Appraiser | Click in this field and start typing the name of a Super Appraiser. |
| Expiration Date on or after / before | Click in this field and select a date from the calendar widget. This refers to the employment Expiration Date specified for users in their profile, in the Employee Status section. |
| HR Manager Name | Enter the name of an HR Manager (a user whose primary or additional role is HR Manager). Employees with this HR Manager will be selected for inclusion in the user group. |
| Manager Name | Enter the name of a Manager (a user whose primary or additional role is Manager). Employees with this Manager will be selected for inclusion in the user group. |
| Location Code | Enter one or more Location Codes separated by semi-colons. This field refers to the Location specified for users in their profile, in the Assignment Details section. |
| Department ID | Enter one or more Department IDs separated by semicolons. |
| Department Name | Enter a Department Name. |
| Employment Country | Select a country from the drop-down list. This is the country in which users are employed, which may differ from the country in which they live. |
| City | Enter the name of a city corresponding to the Contact Information section of the user profile. |
| Province/State | Enter the name of a province or state corresponding to the Contact Information section of the user profile. |
| Country | Select a country from the drop-down list. This is the country in which the user lives, specified in the Contact Information section of their profile. |
| Cost Center Name | Enter a Cost Center Name. |
| Cost Center | Enter one of more Cost Center codes, separated by semicolons, corresponding to the Cost Center in the Assigment Details section of the user profile. |
Table: Job and Profile Competencies fields
| Field | Description |
| Job Profile | Click the Job Profile link to open the Job Profile Selector, where you can search for and select one or more job profiles. Users with any of the specified job profiles will be selected for inclusion in the group. |
| Competencies |
Select from the drop-down list whether users must have any (at least one) or all of the competencies you want to specify as criteria for inclusion in the user group. Click in the search box and start typing the name of a competency, you can then select it from the auto-complete suggestions. Repeat as required to select more competencies. The selected competencies are added to the list. |
| Selected Competencies |
For each Competency, select the lowest and highest proficiency levels from the drop-down lists. Users with an attainment level outside of this range will not be selected for inclusion in the group on the basis of the corresponding competency. (They may still be added on the basis of another competency in the list if the selection criteria is based on the any logic and they meet the proficiency range requirements.) Click the trash icon to remove a competency from the list. |
This section contains any custom user attributes and user attribute extensions that you have read-only access permission for. You can enter or select values for each user attribute to select users for the user group.
This section contains any custom organization attributes that you have read-only access permission for. You can enter or select values for each organization attribute to select users for the user group.
Additional Information
