Reuse HR Conditions in different HR Criteria

[Alexis Fillos]

Hi,

We have implemented Employee Center Pro. We have targeted content to HR, Managers, and by country, with a few more granular elements. 

We discovered that HR needed more than just people in the HR department. This meant we had 2 options:

1. Create a new criteria and add it to each article/ record producer
2. Modify the HR Condition in the current HR criteria.

We opted to do option 2. The problem was that the HR criteria was also country specific, ex: HR in the US, HR in Canada, HR in the UK, etc. This meant we had to modify EACH HR condition for each HR Criteria. 

It looks like there is a way to create an HR Condition and apply it to multiple HR Criteria's, but we were unable to make it work. 

I added "New" set the conditions, and it appeared in the list. However, even when I modified the filter to be "HR Criteria = HRC-HR-US or HRC-Other-US, it looks wonky and still doesn't work. 

Is this right? I worry that if we have to continue to tweak HR Criteria rather than add conditions it could become difficult to manage. 

[Kieran Anson]

By the looks of your screenshot, you might be getting confused with the UI and you're filtering the related list ( a platform feature ) which is different to how the HR user criteria applies. 

You're correct in that HR user criteria can be re-used. This is helpful for creating generic criterias as such:

• All active contractors
• All UK employees
• All staff in department XYZ

Are you wanting to then compound these? So say you have a HR criteria called UK department contractors, where you then add 2 HR criteria conditions, they'll act in an AND condition rather than an OR?

[Alexis Fillos]

I want to create a reusable HR Condition to apply to multiple HR Criteria.

[Alexis Fillos]

I should add, in the 2nd screenshot, I have the new condition "HRC-CWR HR-US" that I added. I would like to then add that condition to other HR Criteria. Because I haven't figured out how to do this, I keep modifying the conditions on every HR Criteria.

[Kieran Anson]

• Created a new HR Criteria called 'All Actively Employeed UK Contractor Personnel'
• Via the related list used the 'new' option to create a new criteria
• Create a new HR condition called 'Location: UK'

• Select Submit and return back to the HR Criteria
• Repeat step 2 to create a new criteria
• Create a new Criteria called 'Employee Type: Contractor'

• Select Submit and return back to the HR Criteria
• Repeat step 2 to create a new criteria
• Create a new Criteria called 'Active Employment'

• Final outcome is as follows, a group of conditions that can be re-used

Re-using the criteria conditions

To re-use the criteria conditions I created, I'll create a new HR Criteria

• Created a new HR Criteria called 'All Actively Employeed USA Contractor Personnel'
• Via the related list used the 'edit' option to create a new criteria
• Move the existing criteria we want to re-use over to the right bucket by selecting them and using the > arrow, or double clicking

• Select save, we can now see the criteria added in the related list. 
• The additional USA criteria needs to be created for our needs

• Final outcome is: