Setting Up Group Definitions and Security

This chapter provides an overview of group build and discusses how to:

Click to jump to top of pageClick to jump to parent topicUnderstanding Group Build

This section discusses how to:

Click to jump to top of pageClick to jump to parent topicUsing the Group Build Feature

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:

Click to jump to top of pageClick to jump to parent topicCreating a Group

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:

  1. Defining the population that belongs to the group.

  2. Setting up group security.

  3. Refining dates and other application-specific parameters in individual PeopleSoft applications (if necessary).

Use Group Build pages to:

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.

Click to jump to top of pageClick to jump to parent topicSetting Up Group Definitions

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:

Click to jump to top of pageClick to jump to parent topicUnderstanding Group Definitions

This graphic shows the steps involved in creating a group.

Steps in setting up group definitions

To define a group’s population:

  1. (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.

  2. (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

    See Defining a Group Criteria.

  3. (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.

    See Attaching a Group Criteria ID to the Group Definition.

  4. (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 Setting Up Group Security.

See Also

Enterprise PeopleTools PeopleBook: PeopleSoft Query

Click to jump to top of pageClick to jump to parent topicPages Used to Define Group Criteria

Page Name

Object Name

Navigation

Usage

Records and Fields

GB_REC_FIELD

Set Up HRMS, Common Definitions, Group Build, Group Build Records and Fields, Records and Fields

For each record used in Group Build, select fields (and the necessary prerequisite fields) for use on the Group Criteria page and Group Definition page.

Group Criteria

GB_GRP_CRIT1_TBL

Set Up HRMS, Common Definitions, Group Build, Group Criteria

Define the records and fields that you want to use to create a group criteria ID, which is a building block that you combine with other elements to build a more complex group.

Group Criteria - Comments

GB_GRP_DEF1_SEC

Click the Comments button on the Group Criteria Definition page.

Enter free-form comments about a Group Criteria definition.

Group Profile

GB_GRP_DEF1_TBL

Set Up HRMS, Common Definitions, Group Build, Group Build - Group Definition, Group Profile

Attach an existing group criteria ID and/or attach a query to a group definition.

To attach a group criteria ID or query to the group definition, you must already have created the group definition.

Group Build Definition View

GB_GRP_DEF1_SEC

Click the Comments button on the Group Profile page.

View the records, fields, values, and operators that you’ve defined for the group.

Group Definition

GB_GRP_DEF2_TBL

Set Up HRMS, Common Definitions, Group Build, Group Build - Group Definition, Group Definition

Define the records, fields, and field values to associate with a group.

To attach a Group Criteria ID or a query to the group, you must have defined the Group Criteria and entered its ID on the Group Definition - Group Profile page.

Group Result

GB_GROUP_RES_SEC

Access from the Group Definition page.

View and sort the members of the groups that you’ve built on the Group Build pages.

Group Build From Co. & Dept (group build from company and department)

RUNCTL_GBP003

Set Up HRMS, Common Definitions, Group Build, Group Build From Co./Dept.

Translate your existing company and department structure into group format.

Click to jump to top of pageClick to jump to parent topicSelecting Fields For Use in Group Criteria and Definitions

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.

Click to jump to top of pageClick to jump to parent topicDefining a Group Criteria

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.

Click to jump to top of pageClick to jump to parent topicAttaching a Group Criteria ID to the Group Definition

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

Click to jump to top of pageClick to jump to parent topicViewing Records, Fields, Values and Operators for a Group

Access the Group Build Definition View page.

Where Clause

Enter a where clause (optional). See the field descriptions on the Group Criteria page.

See Defining a Group Criteria.

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:

Click to jump to top of pageClick to jump to parent topicDefining Records, Fields and Field Values for a Group

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:

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.

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:

The system stores both current and historical data for these records, so you can build groups with them in two ways:

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.

Click to jump to top of pageClick to jump to parent topicViewing and Sorting Group Members

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.

Click to jump to top of pageClick to jump to parent topicCreating Groups From Departments

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:

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.

Click to jump to top of pageClick to jump to parent topicSetting Up Group Security

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:

Click to jump to top of pageClick to jump to parent topicUnderstanding Group Security

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.

Click to jump to top of pageClick to jump to parent topicPages Used to Set Up Group Security

Page Name

Object Name

Navigation

Usage

Group Security Default

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.

Security By Group

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.

Security By Operator page

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.

Click to jump to top of pageClick to jump to parent topicSetting Up Default Component Access

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:

  • The page contains a field that prompts the user to supply a group ID.

  • The page displays a list of people who belong to a particular group.

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.

Click to jump to top of pageClick to jump to parent topicSetting Up Security By Group

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.

See Setting Up Default Component Access.

Click to jump to top of pageClick to jump to parent topicSetting Up Security By User

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.

See Setting Up Default Component Access.