To start adding users to your Performance Review, you’ll need to first set up your Global HR Groups are organizational tools that . Global HR groups 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! 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. 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, cselect 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 decide not to upload the list, just click Cancel.
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
To add a single user to an existing HR group, you can use the selection tool above the grid.
Once you have clicked on the Menu Options button, you click on Edit Users (yep, even to add a user).
Before you’ve added users, you will see the bottom section in blue with a message of There are no results to show.
Click anywhere in the Select a User to Add {This is another area where you can refer to your Prep Worksheet to find the names to add to each Global HR Group.}
Simply start typing the users name and then Click on the Name once you’ve found it.
You’ll begin to see those blue rows at the bottom populate with the users you have added.
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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 Reviewmanage those groups. 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 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.