Define Employee Selection Criteria

Explanation

This activity is used to define the criteria to select employees. In an employee selection template, the selection criteria can be specified from the following information categories; Employment types, organization codes, position codes, property codes, wage classes, work schedules, selection groups and job group categories. You can also use SQL statements to specify criteria.
Note: Wage code parameters and payer will be available as criteria categories only if IFS/Payroll is installed.

In the Employee Selection Template/Categories tab, there is a separate tab for each information category to allow the user to select the necessary category values and selection criteria for the template.

Prerequisites

In order to perform this activity;

• An employee selection template is required to be created in the Employee Selection Templates window.
• Employment types, organization codes, position codes, wage classes, work schedules, selection groups and job group categories are required to be defined in the relevant basic data windows.

System Effects

As a result of this activity, the Is Used and Inversion check boxes will be updated in the Employee Selection Template/Overview tab. 

Window

Employee Selection Templates

Related Window Descriptions

Employee Selection Templates

Procedure

1. Open the Employee Selection Templates window.
2. Query or populate to find the employee selection template for which you want to define selection criteria.
3. Right click on the template and click Details to open the Employee Selection Template window.
4. Go to the Employee Selection Template/Categories tab. Criteria can be defined for different categories of information by using the available tabs as detailed in the following procedures.

Procedure to define selection criteria using wage classes, employment types, organization codes, position codes, work schedules, selection groups and job group categories. The procedure for wage classes is described as an example below;

1. If you want to define criteria using wage classes, go to the Employee Selection Template/Categories/Wage Class tab.
2. Select the Is Used check box in order to make the wage class criteria you specify using this tab active for the template. That is, if the check box is not selected, the wage class criteria you specify using the steps given below will not be considered by the template to select employees.
3. You can list the wage classes as selection criteria in two ways;
   Create a new record in the table of this tab and enter the required wage class value in the Wage Class field. Use the list to select values. The wage class name will display automatically in the relevant field.
   Otherwise, you can right click in the table of this tab and click Show All. All the wage class values defined in the company will be listed in the table. Then, select the Include check box for the wage class values that should be criteria for employee selection.
4. If you want the criteria specified in the previous step to be inverted, i.e. all wage code values other than the values specified in the previous step should be criteria for employee selection, you can select the Inversion check box.
5. Save the information.
    
6. In the same way that criteria is selected from wage classes, you can go to the relevant tab and select criteria from the categories Day Sched, Selection Group, Job Group Category, Payer, Employee Category, Employment Type, Organization and Position. 

To define property codes as employee selection criteria;

1. Go to the Employee Selection Template/Categories/Property Code tab.
2. Click the Single Property tab if you want to specify property codes with single property fields (registered for employee in Employee/Employment/Properties tab) as selection criteria.
3. Enter property values as you did in step 3 of the previous procedure.
4. Click the Multiple Property tab if you want to specify property codes with multiple property fields (registered for employee in Employee/Employment/Multi Field tab) as selection criteria.
5. Enter property values as you did in step 3 of the previous procedure.
6. If required, select the Is Used and/or Inversion check boxes.
7. Save the information.

To define employee selection criteria using an SQL statement;

1. Go to the Employee Selection Template/Categories/SQL tab.
2. Create a new record and enter the SQL statement that should be used as criteria.
3. If required, elect the Is Used and/or Inversion check boxes.
4. Save the information.