Replies posted by maura.whelan

3 Replies

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susannasuRenowned Contributor
asked in How To and Technical Support

Distribution List - Filter By Hire Date

Hi there! I want to create a distribution and exclude those who are hired less than 90 days before the survey date. I do not see an option to do this.   I also want to do this.I am clear on how to set up a list of new joiners (my parameters are that their start date is +/- 30 days from today).However to create a list for the 90 day survey is less clear.I think you can just put in after ‘hire date’ parameters like I’ve done here:  

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M
2 months ago
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maura.whelanRenowned Participant
asked in How To and Technical Support

User Roles: How to create a user role for access to a specific location/function e.g. Access to 'France' or to 'Finance' only.

Hi Judy - Thank you but I actually resolved this issue already. See below from Brandon - the piece of the puzzle I was missing was the pencil next to the survey under each individual I wanted to give custom access to.  Brandon Phillips (glint) Mar 27, 2023, 4:01 PM CDT Hi Maura,…...create a User Role that you want to group all of the HRBP that need custom access. One you add each person to the User Role Group, you can give each user a different access. This way you don't have to create separate individual User Role Groups for everyone….Once you create the User Role, you will need to add it to whatever survey you are setting up. Once you do this, you can then create the customization for each individual.   select the user you want to customize their access.  Scroll down to the bottom and you will see the survey it has been added to. Edit by selecting the pencil icon next to the survey name. Select New Population and then select New Filter

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1 year ago
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maura.whelanRenowned Participant
asked in How To and Technical Support

User Roles: How to create a user role for access to a specific location/function e.g. Access to 'France' or to 'Finance' only.

Hi Judy - I’ve created a user role and given it permissions with the attribute ‘location hierarchy’ and under ‘attributes’, I’ve selected all of the location hierarchy boxes but I don’t see anywhere where I can select ‘France’. Can you explain where I specify this?

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1 year ago
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