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.

Creating a New HR Group

1. Go to the Cognition Menu and select Global HR Groups.

2. 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.

3. Under the More Options button, cselect Upload Users.

   

4. 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.

   

5. Next, select your Employee ID column from the dropdown.

   

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.

   

   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.

Next up, here is how you:

Add Managers

How to put them into the Performance Review