When creating or editing an evaluation process, the process can be assigned to the entire organization or to a few employees by selecting the organizational structures associated with those employees. To associate the process with certain combinations of organizational structures, follow these steps:
1. Select one or more structures in each of the drop-down menus
At the assignment step, you must select who should be targeted by the evaluation process:
Assign to the entire organization
or
- Assign to a defined structure in the organization
To target certain structures, you need to select combinations of working site, department and position, then click on Show combined structures. This will create a list of possible combinations that have active employees.
💡Tips: Select the All option in the drop-down menu to select all working sites, all departments, or all job titles.
If you select only two out of three structures, this will add all possible combinations with all items from the third structure that was not specified.
⚠️Attention: Organizational structures that do not have any employees will not be shown in the drop-down lists.
2. Assign the selected combined organizational structures
Once the combined organizational structures are in the table, each combination resulting from the initial search will be displayed on a card. To add the targeted combinations, you must click on the plus icon (+) to the right of each card to include them in this evaluation process. Once done, the combination of organizational structures will now be present in the Organizational structures applied to the process table. All combinations in this table will be targeted by the evaluation process being created or edited.
💡Tip: Click on Add all + to add all cards present in the Combined organizational structures table. Click on Remove all at the bottom of the Organizational structures applied to the process table to remove all previously selected structure combinations.