To start adding users to your Performance Review, you’ll need to first set up your Global HR Groups. Global HR groups allow you to group and organize associates as well as assign HR managers to manage those groups. Global HR Groups are used by both
Creating a New HR Group
Go to the HR menu tab and select Global HR Groups.
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 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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2. Next, select an Excel file to upload with a list of User or Employee IDs for the associates that you want to add to the HR Group. Select Upload Users.
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5. Next, select 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
Now what if you need to add more users to an HR Group that’s already been uploaded? Or maybe you need to remove users instead? Let’s walk through the steps!
Adding Users to an Existing HR Group
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To add multiple users to the HR group, it is best to first download the current user list by clicking on More Options and selecting Download User List.
Add the new users to the bottom of the downloaded Excel and then re-upload using the same More Options menu.
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Removing Users from an HR Group
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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To learn more about creating and managing HR Groups, click here.
Adding HR Groups
Once your HR Groups are made, you can add them to your Performance Review by clicking on the Users tab.
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To add a new HR Group, use the selector at the top of the page to search for and select your HR Group. Then click the Green Plus button to add the group.
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Removing HR Groups
To remove an HR Group from your Performance Review, click on the Circle Options Menu and select Remove Group.
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Note: Removing an HR Group from the Performance Review will move all users to the Ungrouped status and they and will no longer be able to see/access that Performance Review. The form itself and any performance data has not been deleted and can still be accessed and recovered by Admins unless they elect to permanently delete the data. |
Editing an HR Groups
If you need to add or delete users from a Global HR Group, you must edit the Group. To do so, click on the Circle Options Menu and select Edit Group. For more instructions on adding or removing users from an HR Group, click here.