Find Review Population by Criteria

You can search employees to add to the review population by their name or their person number. You can also use an extensive list of filters to select employees.

1. Go to the Population Selection section of the meeting configuration page.
2. From the Employees to Include list, select Find by criteria.
3. Click Show Filters.
4. Specify search criteria.

   • When you specify a manager's name, you can also specify if you want to view all reports or only the direct reports of that manager.

   • If you have opted to include matrix managers, you can also select one or more reporting relationships to view employees who have the selected relationship with the manager. For example, if you select David Steward as the manager and only the Project manager reporting relationship, then you can view only employees who have David Steward as their project manager.

   • When you use the Location filter, you can see only locations identified as employee locations on the Location Details page.
     Tip: When you create a location on the Location Details page, you can specify a location as an employee location by selecting Yes or No in the Employee Location field.

   • You can use the Assignment Status filter to view active and suspended employees.

     Note: You can't use this filter by itself. You can apply this filter only after you select other filters such as manager or location.

   • You can use the Worker Type filter to show or hide contingent workers, employees, and nonworkers.

     Note: You can't use this filter by itself or with the Workers and Assignment Status filter. You can apply this filter only after you select other filters such as manager or location.

   • You can use the Management Level filter to see all workers whose primary active or suspended assignment is associated with the selected management level. You needn’t type the entire management level name. You can specify part of the name and see the matching management levels.

     Note: The Management Level filter is based on the Management Level attribute of a job. You can view this attribute in the Job Details section of a job. Note that this attribute is hidden by default. Administrators can use the MANAGER_LEVEL lookup type to configure the different management levels. They can use the Manage Job Lookups or Manage Common Lookups task in the Setup and Maintenance work area to configure the values of the MANAGER_LEVEL lookup type.
5. Select the employees who you want to add to the review population.
6. Click Add to Review Population.