As opposed to Specific Employee, in which you can pick group members, Match all of the criteria is a more efficient solution to grouping employee based on properties and best apply to when employee's property was changed.

To better understand how it works, let look at the examples:

Match all rules

When using, it will filter out employees whose properties do not match all of the rules. Only employees with matching properties can be added to this group.

The more rules added, the fewer the result will be. For this type, use the type "Meet ALL".

  1. Match one rule:

    This is the most simple type, and you only need to set up 1 criterion.

    Example:

    Add only female employees to the group:

    • Gender is Female

    Add only Vietnamese employees to the group:

    • Nationality is Vietnamese

  2. Match two or more rules:

    With this type, the more criteria added, the smaller the group will be.

    Example: Add employees whose Contract Start Date from 1 Jan 2016 to 31 Dec 2019 (01/01/2016 ≤ Contract Start Date ≤ 31 Dec 2019):

    Type: Meet ANY

    • Contract Start Date must be After or Equal to 01 Jan 2016

    • Contract Start Date must be Before or Equal to 31 Dec 2019

Match any rules

This means employee properties need to match with at least one targeting rule for them to be added to the group. For this type, use the type "OR". If there is only a single rule in the OR section, it must be matched.

In contrast to the first type (match all rules), adding more rules will expand the list.

Example: Add employees who are either in Marketing or Sales departments.

Type: Meet ANY

  • Department is Marketing

  • Department is Sales

Result: Employee group will contain people from 2 departments: Marketing and Sales.

Match at least 2 rules

You can combine the AND and OR for more advanced filtering.

Example: Add employees who are either in Marketing or Sales departments. All employee must work in Vietnam office:

Type: Meet ALL

  • Office is Vietnam

Type: Meet ANY

  • Department is Marketing

  • Department is Sales

Result: Employee group will contain people from 2 departments: Marketing and Sales. They all work in Vietnam office.

Filter out specific employees

You can exclude specific employees from the list by adding their name in the field Except For. Employees in the Except For will not be added even if they match all criteria.

Field types and Operator

Field type

Operator

Value

Date

Example: Date of Birth, Contract Start Date, Join Date

Is
Is not

After
After or equal to
Before
Before or equal to

Select a date

Text

Example: Email Address, First Name, Heath Insurance, Phone number, Social Insurance

Contains

Does not contain

Is
Is not

Starts with

Text (case sensitive)

List

Is
Is not

Select from dropdown list

📌 Note:

  • The text value is case sensitive so please check for typo or spacing before applying

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