Engagement: Employee Portal: Engagement Audience

A unique name for the Audience

Detailed description of the Audience

Select to return to the previous screen

Add an Audience

Enter an Audiences Name into the search bar to rapidly access an audience from the lists displayed. There could be lots of pages of Audiences, so search for your item of choice by its name will save considerable time

Name of the Audience

Description of the Audience

Select whether this is a Business Unit or a Branch

Employees within the Business Units will be included. A Business Unit is a collection of one or more Branches that represents a part of the business. Examples could be Cleaning North, Cleaning South and Cleaning City.

A pop-up selection is opened when pressing. This enables the user to select one or more Business Units. Only available when Business Unit is selected above.

see Setup | Business Units for more information

Employees within the Branches will be included. A pop-up selection is opened when pressing . This enables the user to select one or more Branches. This is only available when Branches is selected above

Employees that work on the sites of the selected customer will be included.

A pop-up selection is available when pressing  . From this, one or more customers can be selected

Employees that work on the sites will be included. A pop-up selection is available when pressing  From this, one or more sites can be selected

This field is mandatory when Sites are selected. A drop-down list of available option are presented to the user comprising:

• Site Team - Only employees that are within the Site Team will be included

• Standard Location - Only Employees that have their Standard Location set will be included

• Both - Both Site Team and Standard Location Employees will be included

Employees that have the Employee Typewill be included. A drop-down list of available options is available to select theEmployee Typefrom.

Employees that have the Home Zone will be included as part of the audience. Home Zone is a free format text field. ensure that the Home Zone is spelt correctly, as spelling errors will result in the audience being incorrectly defined

A drop-down list is used to select the Pay Level from. Use this option to filter employees of certain pay levels for the audience. Employees will the selected Pay Level assigned to them, on their record will be included

This drop-down list enables the user to filter the Employees they want to include in their audience by Gender (assigned to them on their Employee record). By default, Male and Female genders have been set up, however, other Genders can be added to the drop-down list. see Admin | General | General Maintenance | Gender Types for setting up Gender

Employees that have one or more of the Qualifications assigned to them will be included. A pop-up windows is available when pressing the [...] button to select one or more Qualifications to filter the audience by

Used in conjunction with the Qualifications above, will search for Employees without the Qualifications selected

Employees that are located near to a specific Postcode. Used in conjunction with the Distance and Distance From Fields detailed below. Only Employees within this distance criteria will be returned. This value is calculated “as the crow flies” between the two locations

The distance in miles between the Post Code field and the target specified in the Distance From field

A drop-down list enables the user to choose between:

• Home - The distance between the Post Code and the Employees Home Address.

• Sites - The distance between the Post Code and the Sites Address where a Site Filter has been applied

A calculation of the Number of Employees that make up the audience. This is re-calculated after clicking the Calculate button

Click the button to calculate the Number of Employees that the Audience is made up of

Return to the Audience Summary

Save any changes

Delete Audience