Manage a user group segment

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • After creating a user group segment, you can review and edit it before you create cases.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > HR Case Management > Bulk Case Requests.
    2. Select any bulk case request that has a status of Ready.
      You can also edit a user group segment immediately after creating one.
    3. Select the user segment group you want to edit found under the User segment groups tab.
      The User segment details form appears.
    4. Scroll down to the Selected users tab.
    5. To remove a user from the user segment group, double-click in the Status column for the user you want to remove and change to Excluded.
      Status related to user in bulk case user segment

      The meaning for each status:

      • Included: User matches criteria defined in User Segments, create a case for the user.
      • Excluded: User no longer matches the criteria defined in User Segments, do not create a case.
      • Duplicate: The user has a duplicate record, do not create a case.

      The Note column provides information on the status. The definitions are:

      • No hr_service.hr_criteria specified: HR criteria was not used in selecting the user for the user group segment.
      • User satisfies hr_service.hr_criteria: HR criteria was used in selecting the user for the user group segment.
      • User do not satisfy hr_service.hr_criteria: The user did not meet the HR criteria selected and is excluded from the user group segment.
      • User from user-segment-group<group-label> with sys_id<unique-id> is included: The user is marked as a duplicate.
        Note:
        The note clears after you change the status of a user.
    6. After changing a user's status, select Save.