Assign the process to one or more combinations of organizational structures

When creating or modifying 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 organization structures, follow these steps:

1. Select one or more structures from each of the drop-down menus

You must select combinations of organizational structures and press View List or if this is not the first search, Refresh List. This action will create a list of possible combinations with active employees. This will allow you to select them later from the list below the drop-down menus in order to assign the process to those specific combinations.

Tips and tricks: Select the All choice in the drop down menu to select all operation sites, all departments or all job titles. 

Tips and tricks: If you select only two of the three structures, it will add all possible combinations with all elements of the third structure that has not been specified.

Warning! Organization structures that have no employees will not be displayed in the drop-down lists.

2. Assign the selected combined organization structures

Once the organization structures are combined in the table, each combination resulting from the initial search will be displayed in a map. In order to add the targeted combinations, you must press the Plus (+) icon on each card to include them in this evaluation process. Once done, the combination of organizational structures will now be present in the Organizational Structures table applied to the process. All combinations in this table will be included in the assessment process being created or modified.

Tips and tricks: Click Add All to add all cards in the Combined Organization Structures table. Click Remove All at the bottom of the Organizational Structures Applied to Process table to remove all previously selected structure combinations.