Global HR Groups are organizational tools that allow you to group and organize associates as well as 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! manage those groups. Global HR Groups are used by both
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Creating a New HR Group
Go to the HR menu tab and select Global HR Groups.
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Click on the green Add New button, and then name your Group and add in any Administrator Notes before clicking Add Group.
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Add Users to Your Group
Now that you have your group . Use what you wrote down in the Prep Worksheet to determine the Group Name title.3. made, you can add users to it. There are three different ways to add users:
Upload Users from an Excel List
Add Users using a Position
Search and add a single user
Uploading Users from an Excel List
When you have a defined group of associates that you would like to include in your HR Group, you can upload them using Excel. All you need is a column with their User or Employee ID.
We recommend doing an Excel upload when you have specific eligibility requirements for participation in a Performance Review or Talent Review that results in static list of users that will not change. This helps you track completion rates more accurately.
Under the More Options button, select Upload Users.
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42. Next, select an Excel file to upload with a list of User or Employee IDs for the users associates that you want to add to associate with the HR Group. Select Upload Users.
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5. Next, select your Employee ID column the column name that contains the associate’s Employee IDs from the dropdown to match them in the system.
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6. 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.
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7. If the summary looks correct to you, click Commit Changes. If you decide not to upload the list, just click Cancel.
Use a Position to Add Users
If you need to create a dynamic group that will change over time, you can use a Position to automatically add associates to your HR Group. This means that as associates meet the filters of the position, they will automatically get added to the HR Group and any processes that the HR Group is a part of. It also means that if an associate stops meeting those requirements, they will be automatically removed from the HR Group.
While having dynamic groups like this can be convenient, it can make tracking completion more difficult because the number of associates in the process changes overtime. It can also result in some confusion if associates are removed from Groups and lose access to their Performance pages.
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Depending on the process you are setting up, a blend of both static and dynamic groups may be beneficial. Speak with your Cognition Performance or Talent Representative for to help determine the right strategy for you! |
To add a Position, click on the Positions tab of your HR Group.
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Click on the Select a Position dropdown and start typing the name of the position that you want to add. Once you see your position, select it and then click the Green Plus button.
Add a Single User
Modifying Users in an Existing HR Group
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If you ever need to remove a user from a Performance Review, these are the steps you should follow:
Go to Global HR Groups under the Cognition menu tab.
Locate the appropriate group, click on the menu icon and select Edit Users.
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3. Use the filter box to search for the user by name or User ID and select Remove.
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