Global HR Groups are organizational tools that allow you to assign HR managers to oversee the Performance Review process for any grouping of people that you designate. Multiple HR Groups can even be associated with the same Performance Review! Let’s walk through how to add and edit Global HR Groups.
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Before getting started in the Performance Management system for this step, it’s a good time to refer back to your Prep Worksheet. |
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In this section we will walk through how to add and edit the groups and individuals involved in the review process.
Your first step is to:
Add Global HR Groups
From your dashboard, click on the red Cognition Button
Scroll down and click on Global HR Groups
Look to the far right of the screen and click on the Add New button
A Group Name dialogue box will pop up. So, name that group! {Hint! These names should have been established while working on your Prep Worksheet.}
Once you’ve named the group, you will be automatically directed back to the HR Group Menu. Scroll through the pages (page scrolling found bottom right part of screen) until you see your new group.
Look all the way to the right and you’ll see a blue icon of a circle with three lines. [pic of the icon]. Click on this Menu Options button.
You’ll see you have some choices here. Most likely, your next step will be to:
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Since you noted the HR Groups you’ll be assigning, you can use this to guide the set-up process in Cognition! |
Creating a New HR Group
Go to the Cognition Menu and select Global HR Groups.
Click on the green Add New button, and then name your group. Use what you wrote down in the Prep Worksheet to determine the Group Name title.
Under the More Options button, select Upload Users.
Next, select an Excel file to upload with a list of Employee IDs for the users that you want to associate with the HR Group. Select Upload Users.
Next, select your Employee ID column from the dropdown.
You will get a short summary of your results including a count of any users not found, users added, and users removed. You can view the details of this count to see which users were not found or removed by clicking the View Details button.
If the summary looks correct to you, click Commit Changes. If you don’t wish to upload the list click Cancel.
Adding More Users to an Existing Group
Here are the steps to add and edit individuals within your Global HR Group.
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Something you’ll notice in the table is an icon to the far right for your column settings. This way you can decide what you see on your screen. |
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Next up, here is how you:
Add Managers
How to put them into the Performance Review