Create an HCM Group Using Evaluation Criteria

Here's how you can create an HCM group that uses evaluation criteria to find the members.

Fastpath: Setup and Maintenance > Workforce Deployment > Time and Labor > HCM Groups

1. Create the HCM group.
   1. On the HCM Groups page, click the Create icon.
   2. On the Create Group page enter a name, such as RN in CA on Primary Assign.
   3. Enter a description, such as 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, add all your evaluation criteria. For example, to create these three rows of criteria, complete the substeps three times.

      1. Add a row of criteria.

         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 rows, click Apply and Add Another. After adding the third row, click Save and Close.
   6. Optionally group the criteria into a single condition.
      1. On the Create Group page, in the Evaluation Criteria table, select all 3 rows.
      2. Click the Add Parentheses icon.
      3. Save your changes and close the page.
2. Refresh the group membership.
   1. On the HCM Groups page, click Refresh Group Membership.
   2. On the Refresh Group Membership page, select the group to refresh, such as RN in CA on Primary Assign.
   3. In the Evaluation Date field, select the current date.
   4. Submit the refresh process.