Employee Selection
Main information about the employee selections registered in the system is stored in the Employee Selections (hrm_employee_selection) table. Use selections to group employees based on any available attributes.
tip
Roles required:
- Create, read – hrm_form_launch_manager and hrm_agent.
- Update – hrm_form_launch_manager and hrm_agent can update records they created.
- Delete – hrm_form_launch_manager and hrm_agent can delete records they created if the records are inactive.
Create a selection
To create a selection, complete the following steps:
- Navigate to Human Resource Management → Registers → Employee Selections.
- Click New in the upper-left corner and fill in the required fields.
- Click Save or Save and Exit to apply the changes.
Employee Selection form fields
| Field | Mandatory | Description |
|---|---|---|
| Name | Y | Specify the name of the selection. |
| Active | N | The checkbox is selected by default. Clear the checkbox to deactivate the record. If the checkbox is selected, the record is available for selection in the dictionary on other forms. |
| Description | N | Add a description of the selection. |
| Number of participants | N | Shows the number of participants who meet the conditions specified in the Conditions field. The field is read-only. |
| Conditions | Y | Specify conditions to add employees to the selection. Use the condition builder to create a filter that best suits your needs. Default condition: Active is Yes. |
Related lists
- Participants – the list of employees in the selection.