This chapter provides an overview of group build and discusses how to:
Set up group definitions.
Set up group security.
This section discusses how to:
Use the group build feature.
Create a group.
The Group Build feature provides a standard way to create groups of people in HRMS. Once you’ve created a group, you can use it for a variety of purposes.
You might want to apply a business process to a group of individuals that crosses job, department, or even company lines. For example, you might want to offer a special bonus plan to your organization’s research and development teams. The group includes everyone in departments 10200 though 10500. Using the Group Build feature, you can create a group consisting of departments 10200 through 10500 and administer the group’s incentive plan using the Variable Compensation module. Later, someone else can administer salary increases to the same group using the Base Compensation and Budgets module. You define the group only once.
You can define groups in Group Build and use those groups in:
PeopleSoft Enterprise Payroll for North America
PeopleSoft Enterprise Benefits Administration
PeopleSoft Enterprise Stock Administration
The following PeopleSoft Enterprise Human Resources business processes:
Base Compensation and Budgeting
Salary Forecasting for France (La Masse Salariale)
Total Compensation Reporting
Variable Compensation
Employee Review
Training Administration
Collective Labor Management
Creating a group in PeopleSoft HRMS involves three steps. These steps are designed for experienced users who are familiar with the record and field structures in PeopleSoft HRMS:
Defining the population that belongs to the group.
Setting up group security.
Refining dates and other application-specific parameters in individual PeopleSoft applications (if necessary).
Use Group Build pages to:
Select the records, fields, and values that define the group.
Set up the group’s security.
Set up the group’s date parameters in the Planning Salaries business process.
Note. To use the same review group later in the Variable Compensation business process, just link the existing group ID to a node in the Variable Compensation Group Tree in the Variable Compensation business process.
Groups for Variable Compensation
Group build comes with a group ID of No Group that is required for Variable Compensation processing. The group ID NOGROUP is used for Variable Compensation plans without groups. It is a reserved group ID, and you cannot create a Group ID = "NOGROUP" in the Group Build application.
To set up group definitions, use the Group Build Records and Fields component (GB_REC_FIELD), Group Criteria component (GB_CRITERIA_TABLE), Group Build - Group Definition component (GB_GRP_DEFN_TABLE), and Group Build from Co./Dept. component (RUNCTL_GBP003).
This section provides an overview of group definitions and discusses how to:
Define a group criteria.
Attach a group criteria ID to the group definition.
View records, fields, values and operators for a group.
Define records, fields and field values for a group.
View and sort group members.
Create groups from departments.
This graphic shows the steps involved in creating a group.
Steps in setting up group definitions
To define a group’s population:
(Required) On the Group Build Records and Fields component (GB_REC_FIELD), select the fields for each record available to make them available to create group criteria on the Group Criteria page (GB_GRP_CRIT1_TBL) and Group Definition page (GB_GRP_DEF2_TBL).
See Selecting Fields For Use in Group Criteria and Definitions.
(Optional) Create a group criteria on the Group Criteria page.
Group criteria are like building blocks of records and fields that you can use repeatedly to create different groups. For example, if your organization operates several business processes based on workers' department and union memberships, you may want to create a group criteria ID called DEPT AND UNION CODE. Once you’ve created the group criteria ID, you can use it to define a variety of groups.
Record Name |
Field Name |
Job |
Department |
Job |
Union Code |
(Optional) Attach a group criteria ID or query to the group definition on the Group Profile page (GB_BRP_DEFN1_TBL).
On the Group Profile page, you can use a group criteria ID and queries as part of a group’s definition.
Using a group criteria ID
If you use a group criteria ID, you can define additional records, fields, and field values on the Group Definition page. You can refine the group even further by attaching a query definition. However, you can use only one group criteria per group.
Using PeopleSoft Query
If you use PeopleSoft Query, you can choose an existing query or create a new one. Using queries provides access to a broader set of system records than the thirty-two records that are available through the Group Criteria page or Group Definition page. However, a query must follow certain rules to be used in a group definition. You can attach only one query to a group definition.
(Required) Define the group by selecting records, fields, and field values on the Group Definition page.
If you included a group criteria ID in the group definition, you must use the Group Definition page to attach the appropriate field values to the fields and records in the Group Criteria. You can also add any other records, fields, and values that you want to include in the group’s definition. If you’ve included a query in the group definition, you can’t make any further selections on the Group Definition page.
You can also define a group entirely on the Group Definition page, without attaching a group criteria or query.
See Defining Records, Fields and Field Values for a Group.
Note. Only the fields that you select on the Group Build Records and Fields component are available on the Group Definition page.
Note. Once you have saved a Group ID, you must give yourself access to that group on the Security By Group page (GB_GRP_SEC_TBL) or Security By Operator page (GB_GRP_SEC_TBL) or else you will be unable to access the group in the Group Build - Group Definition component (GB_GRP_DEFN_TABL).
See Also
Enterprise PeopleTools PeopleBook: PeopleSoft Query
Access the Records and Fields page.
For the record you selected on the search page, choose the fields you want to make available for creating group criteria on the Group Criteria page. The system makes only those fields that you select here available on the Group Criteria page.
Defaulting Rule Options
Field Name and Field Label |
Select the field name that you want to have available for use as group criteria. After you select a field name, its description appears in Field Label; you can change this description. |
Edit Table |
Select the field’s edit table—the table from which the field is prompted. |
Prerequisite Fields
Required for Prompt and Field Label |
Select the field that prompts for the group criteria fields, if required. For example, if the defaulting rules field is Department, select SETID because before you can select a department, you need to select the department’s setID. The appropriate Field Label and Equivalent Record Field appear when you select the Required for Prompt field. |
Equivalent Record Field |
Select the Required for Prompt field’s equivalent. For example, the department's equivalent of SETID is SETID_DEPT Sometimes the equivalent field is the same as the Required for Prompt field or there is no equivalent field. If there is no equivalent field, leave this field blank. |
Access the Group Criteria page.
AND/OR |
This field appears only if you add a second row of data to the page. Use it to tell the system how to process the records and fields that you enter on this page. Values are AND (the default) and OR. |
( |
Create sets or subsets of linked records and field names. Using parentheses helps avoid ambiguity when you create several AND/OR conditions. You can create up to five nesting levels. The system displays a list of values. The default is none. |
Record |
Select the record name to include in the group criteria definition. The system displays a list of the records you made available on the Group Build Records and Fields component. |
Field Name |
Enter the field name to include in the group criteria definition. The system displays a list of the fields you made available on the Group Build Records and Fields component for the record that you selected in the Record field. |
Field Label |
The system fills in this field when you press TAB to move out of Field Name. You can change the entry. |
Edit Table |
The system uses edit tables to validate the data that you enter in certain fields. If the field name you entered is linked to an edit table, the system fills in this field when you press TAB to move out of Field Name. |
) |
Complete a nesting statement that links multiple records and fields together. The system displays a list of values. |
Access the Group Profile page.
Group Criteria ID |
To include an existing group criteria in this group definition, enter the ID here. Otherwise, leave the field blank. You can include only one Group Criteria ID in a group. |
|
If you changed the Group Criteria ID, click the Refresh button to repopulate the Group Definition page with new values. |
Complex Group - Batch Process |
Select if you want to select batch processing for complex groups that take a long time to build online. Batch processing can take place at off-peak times when you don’t need your system for other purposes. PeopleSoft Process Scheduler handles batch processes, so be sure that your process scheduler is up when you select this check box. Process Scheduler notifies you when processing is complete. If you need a status on scheduled group execution, see the Group Definition - Group Results page. |
Avail to Manager Self-Service |
Select this check box if you plan to use Group ID as an access type for any manager self-service transaction. |
Comments |
Click this link to enter free-form comments on the Group Definition - Group Build Definition View page. Below the Comments area, the system displays the records, field names, operators, and values that you have defined for this group. |
Query Name |
To include an existing query in this group definition, enter the query ID here. Otherwise, leave the field blank. Warning! When you access the list of options in this field, all existing queries that include the record GB_QRY_LINK_VW appear. However, the Group Build process works only with queries that have the fields EMPLID, EMPL_RCD, EFFDT, and EFFSEQ. If you select a query that does not contain those fields, the system will not display the Launch Count and Group Visualize buttons. |
Manager ID |
Designate the group’s manager, if applicable. For example, if the group you’re defining consists of all employees in department 10200, enter the department manager’s ID here. You can also use this field to designate the leader of a project team. Variable Compensation uses the group manager ID to determine who can access the Award Allocation page when a plan is managed with groups. If you selected the Avail to Manager Self-Service check box, Manager ID is required. |
Approver EmplID (approver employee ID) |
If you’re planning to use this group in the Variable Compensation Administration by Groups business process, enter the employee ID of the person who approves awards for this group. The system displays a list of values. If you selected the Avail to Manager Self-Service check box and are using workflow with self-service transactions, Approver EmplID is required. |
See Also
Enterprise PeopleTools PeopleBook: PeopleSoft Query
Access the Group Build Definition View page.
Where Clause |
Enter a where clause (optional). See the field descriptions on the Group Criteria page. |
Using Queries to Refine Groups
Use PeopleSoft Query to refine a group in the Group Build component to access many more tables than the thirty-two tables that are available in the Group Build component.
Defining Queries for Group Definitions
When you define a query to use in group definitions, the following rules apply:
The first record you insert into the query must be the Group Build view (GB_QRY_LINK_VW).
The system uses this view to merge SQL statements that are created in the Group Build pages with the SQL statements that are created by PeopleSoft Query.
You must select the following four fields from the GB_QRY_LINK_VW record:
EMPLID
EMPL_RCD
EFFDT
EEFFSEQ
You must have at least one criterion for a record that you add in PeopleSoft Query.
You can’t define fields that are returned by the SQL statement.
You can’t use unions.
You can't use aggregates.
You can’t use Tree Option as an expression.
You can’t use a prompt as an expression.
You can use only Field Name, Expression, Constant, In List, Current Date, and Effective Seq (effective sequence).
The maximum length of the expression is 254 characters.
Access the Group Definition page.
You can use this page in combination with the Group Criteria Definition - Group Criteria page and the Group Definition - Group Profile page or you can build a group entirely on this page. You can use this page in any of the following ways:
If you entered a Group Criteria ID on the Group Profile page.
The system populates the Group Definition page with the record and field names from the Group Criteria page. You can’t change the record and field names on this page. The system displays the Imported from Group Criteria check box when the fields are imported from the group criteria. To finish defining the group, complete the parameters by entering the appropriate field values for each field name in the Criteria Definition group box on the Group Criteria page. You can add more records, field names, and field values to the definition.
If you entered a query on the Group Profile page.
You can’t refine a group that is based on a query.
If you aren’t using a Group Criteria ID or a query.
Define the group entirely on this page. Enter all the records, field names, and field values that you’ll use to build the group.
|
After you save the page, click the Launch Count button to compute how many members are in the group. If you selected the Complex Group - Batch Process check box on the Group Definition - Group Profile page, clicking Count sends the group to PeopleSoft Process Scheduler to be generated. If this is a complex group that you have already generated, clicking Count retrieves the number of rows in the group. |
Count Result |
When you click the Count button, the system displays the number of members in the group. If you used effective-dated records in the group definition, the group might include more than one row of data per employee. Each data row counts as one item in the Count Result. |
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Click the Group Visualize button to build the group and to access the Group Result page, where you get a list of all group members. |
Comments |
Click this link to enter comments about the group on the Group Definition - Group Build Definition View page. |
Record |
Enter the name of the record that you want to use to define the group. The system displays a list of valid record names. If this field is populated by a Group Criteria definition from the Group Definition - Group Profile page, you can’t change the entry. |
Field Name |
Enter the name of a field to use to define the group. The system displays a list of values for the record that you entered in the Record field. If you entered a group criteria ID on the Group Definition - Group Profile page, the system populates this field, and you can’t change the entry. |
Label |
The system populates this field when you move out of the field. |
Operator |
Define the field values to include in or exclude from the group. See the following Valid Operators table. Note. (JPN) If you define groups for use in Japanese processes such as Seniority Pay or Salary Increase, we recommend that you do not set the Operator for Job − Effective Date to Current. If you select Current, you may not get the results you want when you run processes that are backdated. Provided Effective Date is not set to Current here, you can run processes to extract other than current data by using the As of Date on the process page. |
Edit Table |
The system uses edit tables to validate the data that you entered in certain fields. If the Field Name that you entered is linked to an edit table, the system populates this field. Note. If the Field Name that you entered is keyed to other fields, the system displays the other fields that you must enter to finish defining the field. For example, if you want to build a group based on a particular Salary Step, you must also specify the SetID, Salary Plan and Salary Grade. |
Value |
Select a field value from the list. |
Valid Operators
Operator |
Description |
< |
Less than. |
<= |
Less than or equal to. |
<> |
Less than or greater than. |
= |
Equal to. |
> |
Greater than. |
>= |
Greater than or equal to. |
Between |
|
Current |
|
EFFDT< |
Effective date is less than. |
EFFDT<= |
Effective date is less than or equal to. |
EFFDT> |
Effective date is greater than. |
EFFDT >= |
Effective date is greater than or equal to. |
In List |
|
Is Null |
Field value equals 0. |
Like |
|
Max |
Maximum. |
Min |
Minimum. |
Not Btw |
Not between. |
Not Equal |
|
Not In |
Not In List |
Not Like |
|
Not Null |
Field value does not equal 0. |
Defining Groups with Effective-Dated Data
Several records that you use to define a group are effective-dated:
Job
Effective-Dated Personal Data
Time and Labor Employment Data
Compensation
The system stores both current and historical data for these records, so you can build groups with them in two ways:
Using current data.
For example, selecting only an employee’s current job and leaving out the previous jobs. The system adds the condition Current to the record’s effective date.
Using history data.
For example, including all the jobs that the employee has held in your organization. The group can include multiple rows of data for one employee. If you don’t place any conditions on the effective date when you define the group, the system pulls all the historical data as of the current system date.
If you create a group definition that includes two effective-dated records, you can link the two records by effective date. The following table shows how to link two effective-dated fields.
Operator |
Description |
Effdt<= |
Effective date is less than or equal to. |
Effdt>= |
Effective date is greater than or equal to. |
Effdt< |
Effective date is less than. |
Effdt> |
Effective date is greater than. |
Access the Group Result page.
Using Group Member Chunking Controls
Because the number of group members could be very large, the system loads members into this page in chunks. You can determine the number of rows in a chunk in the Maximum Number of Rows for Scrolling field on the Installation Table. You manage the display of chunks using filters and navigator buttons.
Filters enable you to enter search criteria for identifying a chunk of members. You can enter information into one or more of the filter fields to narrow your search.
Important! Group Build automatically joins the JOB, COMPENSATION, PERSON, and PER_ORG_ASGN tables. To compare the group results from
this page with the results of a query that you launched from your SQL editor, add the joins to those three records in your
SQL editor to ensure that the results are comparable.
When you click the count button, Group Build Definition gives the system date as parameter. For example, the Group Build Definition
adds the condition JOB.EFFDT <= Given Date is added in the generated SQL, even if you did not define any dates criteria in
the Group Build Definition.
Note. Using the Kanji character set in a non-Unicode database will disable the Sort by Name feature.
Use the following filters and navigator buttons to move from one chunk of members to another:
Search on Name |
Enter one or more letters in this filter field to instruct the system to populate the page with employees whose last names begin with the letters that you entered. You can use the wild card % to help select a record. For example, to search for all employees named John enter %John. |
ID (employee ID) |
Entering one or more numbers in this filter field instructs the system to populate the page with employees whose employee IDs begin with the numbers that you entered. |
Sort Group by |
Select whether you want the members to appear in order by EmplID (employee ID) or Name. |
|
Click the Search button to display the results of a new search. The field to the left of the Search button shows which rows are visible compared to the total number of rows. For example, 1 to 4 of 4 means that rows 1 through 4 are displayed out of a total of 4 rows. |
|
Click the Refresh Search Fields? button to clear all previously entered search criteria from the filter fields. |
If your organization has a departmental security structure, creating a parallel structure for groups could involve redoing a great deal of existing work. To minimize duplication of effort, PeopleSoft provides an automated process for translating your departmental structure into group format. On this page, you create new groups that correspond to your existing company, setID, and department structure. For example:
Department 10100 in SetID USA becomes Group USA 10100.
Department 10200 in SetID USA becomes Group USA 10200.
Company CCB becomes Group CCB.
Any user who has access to the departments has access to the new groups. For example, a user who has access to department 10200 in SetID USA has access to the new Group USA 10200.
To set up group security, use the Group Security Default component (GB_GRP_DFT_TABLE), Security By Group component (GB_GRP_SEC_TABLE), and Security By Operator component (GB_GRP_SEC_TABLE).
This section provides an overview of group security and discusses how to:
Set up default component access.
Set up security by group.
Set up security by operator.
Because you can group people together in any manner that suits your needs, including across companies or departments, groups have their own security structure that is separate from, and overrides, data permission security. For example, a user who does not normally have access to department 10100, but who has access to a group that includes people in department 10100, can see all group members, even those who belong to that department. This makes security factors an important consideration when you set up groups.
Note. User profiles must have an associated person in order to be given security access to groups (the system will not list user IDs that don't have a person associated with them). This ensures that the security is assigned to a person and the activities involving the group can be tracked by the person. Assign people to user profiles on the User Profiles component in PeopleTools security.
Page Name |
Object Name |
Navigation |
Usage |
GB_GROUP_DFT_TBL |
Set Up HRMS, Common Definitions, Group Build, Group Security Default |
Manage group access to pages in your system. Specify which components in your system can use or refer to groups that are created in the Group Build component. |
|
GB_GRP_SEC_TBL |
Set Up HRMS, Common Definitions, Group Build, Security by Group |
Control security access to a group and to components that are used by the group. |
|
GB_OPR_SEC_TBL |
Set Up HRMS, Common Definitions, Group Build, Security By Operator |
Control a users's security access to various groups and components. |
Access the Group Security Default page.
Component Name |
The system populates these fields with a list of the standard PeopleSoft Human Resources components that refer to groups. This can occur in one of two ways:
When you define group security for a particular group or user, you can import this default list into the Security By Group and Security By Operator pages. Then you can selectively delete components to make them unavailable to that group or user. To keep a particular component from appearing on the Security By Group or Security By Operator page, delete its name from the list. |
System Data |
Select to specify whether a component is a standard component that is delivered by PeopleSoft as system data or a modified component that is created for your installation. This check box is selected if the system supplies the data and cleared if the component is modified. You can’t change this field. |
Access the Security by Group page.
Group ID |
The ID of the group for which you will control security. You can’t change this field. |
Effective Date |
The date when the security configuration will take effect. The system defaults to today’s date. Change the date to grant security access as of a different date. |
User ID |
Enter the ID of a user whose group access you want to set up change. The system displays a list of valid user IDs. |
|
If you know a person's ID but not the matching user ID, click the Get Employee ID button to search for the person's user ID. The system displays the Search Operator ID box. Enter the ID and click OK to add the person's user ID to the user list, if it isn’t already on the list. If you don’t know the person's ID, leave EMPLID blank and click the list box arrow to search for it. The system displays a Valid Values page that you can use to search for the ID you want. |
Status |
Select Active to grant the user access to the group or Inactive to remove the user's access. |
Component Name |
Enter the name of the component that you want to include in the user's security status. The status that you assign to the user will apply to that component. The system displays a list of valid values. |
Default |
Click this button to assign this user access to the current group from any component that listed on the Group Security Default page. The system displays the components you've selected. |
Access the Security By Operator page.
User ID |
The user ID of the user whose security access you set on this page. You can’t change this field. |
Effective Date |
The date that the security configuration takes effect. The default is today’s date. To grant security access as of a different date, change the date. |
Group ID |
Enter the ID of the group to which you want to control this user's access. |
Status |
Select Active to grant the user access to the group or Inactive to remove the user's access. |
Component Name |
Enter the name of a component to set the user's security access in this component to the group that you entered in the Group ID field. |
Default |
Click to assign the user's security access for the group that you entered in the Group ID field to all components listed on the Group Security Default page. The system displays the components you’ve selected. |