Deltek Talent Management

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Step 2: Select Employees (Bulk Launch)

In this step, you use filter criteria to select employees to include in the bulk launch. If no filter criteria is selected, all eligible employees are included in the bulk launch.

To select employees:

  1. Enter any or all of the following filter criteria to limit the employees for the bulk launch.
    Criteria Description
    Company/Division Click Select Organization Unit to select a company/division. An employee's Organization is tied to many of the fields below, such as Job Family and Job Role. When you select an Organization, these other filter categories, such as Job Family, will be searching within that Organization only.
    Manager Select the manager.
    Location Groups Select the location groups.
    Locations Select the locations.
    Job Family Select the job family, such as Human Resources.
    Job Role Select the job role, such as Director.
    Job Classification Select the job classification, such as salaried or hourly.
    Job Title Select the job title.
    Salary Grade Select the salary grade.
    Date Select the Start Date or Hire Date. The Start Date is the date the employee started in the current position. The Hire Date is the date the employee was originally hired by the company. This field is used in conjunction with the next two fields.
    Calendar Options

    Select the option for your date fields. The options are:

    • Default: Select this to specify month, day and year.
    • Month and Day Only:Select this option to specify month and date only. This is useful when performing an anniversary date-based bulk launch. When the appraisals are launched all active employees with anniversaries within this month/day timeframe for any year are selected.
    Date From Select the date when the employee started their current position.
    Date To Select the date when the employee was hired. If you use the Applicant Tracking System, this is the date when the Status of the employee was set to Hired.
    Exclude These Employees Click the Search for Employees button to search for employees who should not be included in the appraisal launch.
  2. Click Preview to view the list of employees who match the filter criteria that you have selected.
  3. Click Next to proceed to the next step in the wizard.