Exclude Employees from Analysis

Explanation

This activity is used to exclude employees in the data source, needs not be analyzed.
To exclude any of the employees from the analysis can be excluded using person ID or employee ID. 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 remained in the data source and flagged the column Excluded.

By default, excluded employees will be hidden from the list. Unselect Show Excluded to see excluded employees in the data source.

To get the excluded employees back in the analysis, use the button Include to Data Source

Use the Refresh Results (button) to generate the results for employees in the data source.

Prerequisites

To perform this, employee records should exist in the Data Source.

System Effects

As a result of this activity, selected employees will be excluded from the analysis.
With the clicking Refresh Results, results will regenerate for all the employees in the Data Source and, excluded employees will not be in the analysis results.

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 Source
  4. To exclude employees
    Select employee records need to be excluded.
    Click Exclude from Data Source.
    Select Person to exclude all employments belong to the selected person in the data source.
    Select Employee to exclude only the selected employee in the data source.
  5. To include excluded employees,
    First, clear the toggle Show Excluded to see the excluded employees in the list if it is selected to hide the excluded records in the data source.
    Select the excluded records that need to be included back to analysis.
    Click Include to Data Source.

Select Person to include all employments belong to the selected person in the Data Source.
Select Employee to include only the selected employee in the Data source.