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.
    Manager Select the manager.
    Location Groups Select the location groups.
    Locations Select the locations.
    Job Family Select the job family.
    Job Role Select the job role.
    Job Classification Select the job classification.
    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.
    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.