Create an HCM Group Using Evaluation Criteria

You want to create an HCM group that uses evaluation criteria to find the members. The criteria identifies individuals who are part of the Registered Nurses collective agreement, in a labor union, in California.

1. Create the HCM group. Use the HCM Groups task in the Setup and Maintenance work area. The task is part of the Workforce Deployment offering, Time and Labor functional area.
   1. On the HCM Groups page, click the Create icon.
   2. On the Create Group page, in the Name field, enter RN in CA on Primary Assign.
   3. In the Description field, enter People with the Registered Nurses collective agreement, in a labor union, in California.
   4. In the Evaluation Criteria section, click the Create icon.

   5. On the Evaluation Criteria dialog box, repeat these steps 3 times to add all the evaluation criteria:

      1. Add a criterion, as shown here.

         Employment Attributes	Operator	Value	Logical Operator
         Collective Agreement	Equal To	Registered Nurses	And
         Labor Union	Equal To	Yes	And
         Location Components	Equal To	(State) California	NA

      2. After adding each of the first 2 criterion, click Apply and Add Another. After adding the third criterion, click Save and Close.
   6. On the Create Group page, in the Evaluation Criteria table, select all 3 rows.
   7. To group the criteria into a single condition, on the toolbar, click the Add Parentheses icon.
   8. Click Save and Close.
   9. On the Confirmation dialog box, click OK.
2. Refresh the group membership.
   1. On the HCM Groups page, click Refresh Group Membership.
   2. On the Refresh Group Membership page, in the Group field, select RN in CA on Primary Assign.
   3. In the Evaluation Date field, select the current date.
   4. Click Submit.
   5. On the Confirmation dialog box, click OK.