Best practice forum (Archived)

Managers with + or - a year in their role as Manager

 
Christina Morejon
Managers with + or - a year in their role as Manager
by Christina Morejon - Wednesday, 19 June 2019, 12:20 PM
 

Hello Totara Community

Im hoping you can help me figure this out?   i have a request to create 2 Audiences,  we are connected to Workday as our HCRM

1. employees who have been promoted to managerial positions within the last 12 months

2. employees who have been managers for at least a year +    * for this one, i can use the Job Assignment date 

BUT, I have no idea which rule set to use for #1.    Can i ask for ideas that you have used in your own (similar) situations?


thank you so much in advance

Christina 

Craig Eves
Re: Managers with + or - a year in their role as Manager
by Craig Eves (Totara Support) - Wednesday, 19 June 2019, 5:17 PM
Group Totara
Hi Christina 


There is a rule Has direct reports which will include users who manage another user.

Restricting this to the last 12 months needs to rely on a date being recorded in which case you can use something like 

  • Whether the user is a manager in any of their job assignments. is equal to "Has direct reports" 
  • AND User's position assignment date in any of their job assignments is within the past 365 day(s)

Regards