Add Selection Criteria

Explanation

This activity is used to select employees based on various criteria using organization, positions, jobs, competencies, and certificates.
Once selected employees according to the selection criteria, employees can be excluded from the data source. Exclude using person ID will be excluded all employments (if multiple employments exist) that belong to the person in the data source. Exclude using employee Id will be excluded only the selected employee. Excluded employees remain in the data source and flagged column Excluded.

To include any other employee not fetched from the selection criteria but needs to be analyzed, can be included using person ID or employee ID. Add employees using person ID will be included all employments (if multiple employments exist) belongs to the person. To include a specific employee ID, use Include -Employee. Manually included employees will be flagged in the column Manual Entry.

By default, excluded employees will be hidden from the list. Clear Show Excluded to see excluded employees.

Prerequisites

To perform this activity, persons should have valid employment with the current date.

System Effects

As a result of this activity, a list of employees will be prepared for analysis.

Procedure

1. Open the Aggregate Gap Analysis page.
2. Search or populate to find the relevant analysis.
3. From the sub menu navigator, click Data Selection Criteria under the Data Source sub-menu.
4. On the Organization, Position, Job, Competency, Certificate sections, you can prepare a selection of employees you want to analyze.

Each section represents a set of employees sorted according to a different property (their organization, position, job, etc.). When you select multiple conditions from a section, meaning only one of many conditions must be met. When you select conditions from multiple sections, the analysis will be performed only by persons who meet requirements from all sections, meaning at least one condition from each section must be met.

Example: Selecting an organization unit loads all employees employed in the organization unit. Selecting a second organization unit will load persons from both organization units. Selecting a position will show only persons employed in one of two organization units that hold the selected position.

To select all employees in a company, enter only the structure ID. Enter an organization with structure ID and without selecting Include Lower Organization Units will be selected only the employees in the selected organization unit.