Using Population Management

This chapter provides an overview of population management and discusses how to create and maintain population trees.

Understanding Population Management

With population management, you can define and maintain trees of workers that represent various organizational hierarchies. These hierarchal, graphical representations are snapshots of your organization at a given point in time. In other words, these trees are not “dynamic.” These population trees provide a flexible way to manage and manipulate compensation-related information. By using this functionality, you can manipulate worker populations for specific business purposes, such as creating group budgets and applying group and merit increases.

When using population management, remember that:

• Workers can reside on multiple nodes.

• You can reorganize the hierarchy by deleting nodes, adding nodes, moving nodes, or replacing workers on a node with another worker.

• You can copy population trees by using the Save Tree As button.

When you have created a population tree, you can:

• View information that is associated with each worker.

• View job information by directly linking to the Job Data component for a specific worker.

• Apply filters to the population tree using queries design with the Query Builder tool.

• Compare two population management trees.

• Use the tree to build groups.

See Budgeting and Planning Salary Increases.

See Also

Setting Up and Working with Groups

Prerequisites

To use population management, you must also use:

• PeopleSoft Human Resources as your main system for worker demographic information.

• Manage Base Compensation and Budgeting.

• PeopleSoft Tree Manager.

See Also

PeopleSoft Enterprise Human Resources 8.9 PeopleBook: Manage Base Compensation and Budgeting

PeopleSoft Enterprise Human Resources 8.9 PeopleBook: Manage Variable Compensation

Setting Up Group Definitions and Security

Enterprise PeopleTools 8.45 PeopleBook: PeopleSoft Tree Manager

Common Elements Used in This Section

Creating and Maintaining Population Trees

This section provides an overview of creating and maintaining population trees and discusses how to:

• Create population management trees.

• Maintain population trees.

• Find workers on population trees.

• Define tree views.

• Create groups.

• View base compensation.

• View group budgets.

• Compare population trees.

• Set group security by operator.

Pages Used to Create and Maintain Population Trees

Creating Population Management Trees

Access the Manage Populations page, and click Add a New Value.

To create a population, you select the worker that will be the top of the population tree and the specific type of direct-reporting relationship that you want to use. After entering all required information, click the Create Tree button. The system will create the tree and display it. You can either save the tree as is, or save it after applying any reorganization operations.

Important! Creating the tree does not automatically save it. You must save it before leaving the page.

Maintaining Population Trees

Access the Manage Populations page.

Tree Settings

Tree Content

If workers do not have proper information so that they can be placed within the hierarchy, they are placed on a node indicating that they are missing information.

Finding Workers on Population Trees

Access the Manage Populations page.

To find workers on a population tree:

1. Find a tree.

2. Enter the Empl ID and Rcd (optional).

3. Click Find.

The system returns the name of the worker as the root of the tree.

In this screenshot, note that new root of tree is Rosanna Channing and she is the manager of Daryl Reese. The icons in the Tree Content box can be used to navigate up the tree.

Defining Tree Views

Access the Define Tree Views page.

The information that is displayed on each node of a population tree is determined by the tree view. The system-defined DEFAULT view shows the worker name, employee ID and job code. You should not modify the definition of the DEFAULT view. This view is used when you initially create a tree.

However, you can create additional custom views to display other worker-related information.

When creating a tree view, you can define and control the following aspects of the tree:

• Fonts and colors of icons for each node type.

• Specific labels and data items that appear on the node, with a specific separator between them.

• Available actions when you click the context menu for each node type.

• Available links to related components in the menu for each node type.

Node Configuration

Display Data - Content tab

This section enables you to define the data items that will appear on each node. The data items are represented by source IDs. For each data item, you can select the ordering and formatting that will determine how the information is displayed on the node.

See Using Configurable Matrices.

Display Data - Format tab

Menu Actions

This group box enables you to define the actions that will be available in the menu for this node type.

Note. When you cut a node, the tree view does not change. However when you paste that node in another position, the tree will be redrawn appropriately. In addition, when you replace a node with another worker, the new worker gets added to the bottom of the manager's child nodes list.

After any operation, you must save your changes. The menu actions do not automatically save your changes.

Page Links

This section enables you to define links that will be available to the user when they access the menu for this node type.

Viewing Base Compensation

Access the View Base Compensation page.

To view base compensation for a tree:

1. Find a tree.

2. Click a manager to access this page, or enter the Empl ID and Rcd number (optional).

Click the name of a worker to access other view options such as base salary.

This page enables you to view base compensation information for an individual or for a manager and all direct reports of the manager. Click the name of the worker or the manager, and the system displays appropriate compensation information next to the node. You can find and navigate to the worker or manager whom you want and then click the name to see the compensation information.

Viewing Group Budgets

Access the View Group Budgets page.

This page works similar to the View Base Compensation page.

Important! To view compensation for the group budget, you must run the entire Group Budget and Group Increase processes.

To view group budget information:

1. Find a tree.

2. Click the manager that was used to create the group.

Note. You must click the name of a manager to view group budget information.

This page enables you to view group budget information for an individual or for a manager and all direct reports of the manager. Click the name of the worker or the manager, and the system displays appropriate budget information next to the node. You can find and navigate to the worker or manager whom you want, and then click the name to see the compensation information.

See Also

Budgeting and Planning Salary Increases

Defining, Assigning, and Approving Merit Increases

Comparing Population Trees

Access the Compare Populations page.

*Target Tree Name and *Target Effective Date	Select the name of the tree and the effective date of the tree which you want to compare.
Compare Trees	Click to compare the trees.
View Target Tree	Click to view the target tree before performing the comparison.

Viewing the Target Tree — Example

When preparing to compare trees, you first retrieve one tree, and then enter the name and effective date of the target tree you want to use for comparison. In the previous page shot, JLEEORG is the base tree and it is compared to JLEEORG_2. The results will indicate how JLEEORG differs from JLEEORG_2 .

After you click View Target Tree, the system opens a new browser window, and displays the compare tree page using that tree as the base tree.

In this screenshot of the target tree ( JLEEORG_2), note that there is now a new worker (Betty Locherty) under Catherine Richards. Also note that Suzanne Pierce is under Anthony Bracco in this tree.

Viewing the Comparison Results

Click the Compare Trees button.

Open the Missing Nodes and Moved Nodes sections of JLEEORG. Note that the page shows Betty Locherty is missing from JLEEORG, and Suzanne Pierce has moved to JLEEORG_2 .

However, if JLEEORG_2 had been used as the base tree and compared to JLEEORG, then we would have seen the same Moved Node, but Betty Locherty would appear as an Exclusive Node rather than a Missing Node.

Creating Groups

Access the Manage Populations page.

Population management can be used to build groups of workers in two ways:

• Single Node: The system creates a group consisting only of workers directly reporting to the manager node that was used.

  Note that the manager will not be in the group.

• Branch: The system creates groups for every manager reporting to the current manager and one group consisting of all workers directly reporting to the current manager.

  For example in the previous screenshot, if you select Group Build - Single Node for Betty Locherty, you will get one group consisting of everyone under Betty. If you select Group Build - Branch, you will get three groups: one for Betty, one for Rosanna, and one for Allan. Note that Rosanna and Allan will appear in Betty's group. Betty will not appear in any of the three groups.

To create a group, select a worker or the manager, click the Context Menu and select either Group Build - Single Node or Group Build - Branch.

This screenshot illustrates the results after selecting the Group Build - Single Node option:

When you select a group build menu item, you will get a new browser window with a page that shows the group that was built. The group ID is automatically generated as WCS, followed by a unique sequence number. The group description is automatically generated with the employee ID of the manager that was used to create the group. From this page you can link to related components as shown.

The manager of the new group that is created will be set to the manager that was used to create the group. The approver will be set to the manager of the manager. For example, if you build a group with Rosanna Channing, the manager of the group will be Rosanna Channing and the Approver will be Betty Locherty.

You can use these groups directly in the group increase and merit increase compensation processes.

Unlike the Group Build process, the Group Definition pages for these groups have no criteria in them because the groups were built directly from the population tree.

Important! Do not use the Group Definition pages to view population management group members because the system will display all workers in the database.

Setting Group Security by Operator

Access the Group Security by Operator page.

This page defines to which components an operator will automatically be given access for groups that are created by Population Management.

User Security