HR Admins can add up to three extra filters to the screen where employees are selected for a cycle. The filters come from custom fields that already exist in your system, such as Department Type, Work Location, Business Unit, or Employee Band.

1. Go to Performance > Configurations > Appraisal Cycle Filters. The screen opens with three optional slots: Filter 1, Filter 2, and Filter 3.

Click Add a filter field in a slot. A scrollable list of custom fields opens.

1. Find the field you want. The list is grouped by the screen where each custom field is set up (for example, PIM > Personal Details or PIM > Job), and you can type in the search box at the top to find a field by name.
2. Select the custom field. Once assigned to a slot, it is no longer available in other slots, so you cannot use the same field twice.
3. Repeat for the other slots if you need more filters.
4. Click Save. Click Cancel to discard your changes.

To change a filter, edit it and choose a different custom field. To clear a slot, delete the filter. A field becomes available again as soon as the filter using it is changed or deleted.

The saved filters now appear in the filter section when you select employees for a cycle, next to the standard filters.

Note: You can save anywhere from zero to three filters, and the slots do not have to be filled in order. For example, you can set Filter 1 and Filter 3 and leave Filter 2 empty.

Note: If a custom field is deleted after you have used it as a filter, it is removed from this screen automatically.