PeopleSoft Enterprise HRMS 9.1 Application Fundamentals PeopleBook

Setting Up and Working with Group Definitions

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

Set up group definitions.
Set up group security.
Refine groups in PeopleSoft applications.
View group results and reports.
Purge group results.

Understanding Group Build

This section discusses how to:

Use the group build feature.
Create a group.

Using 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 HRMS applications such as:

PeopleSoft Enterprise Time and Labor
PeopleSoft Enterprise Benefits Administration
PeopleSoft Enterprise Stock Administration
ePerformance
The following PeopleSoft Enterprise Human Resources business processes:
- Manage Base Compensation and Budgeting
- Report Total Compensation
- Manage Variable Compensation
- Manage Labor Administration

Creating a Group

Creating a group in PeopleSoft HRMS involves three steps:

Define the population that belongs to the group.
Set up group security.
Refine dates and other application-specific parameters in individual PeopleSoft applications (if necessary).

Note. These steps are designed for experienced users who are familiar with the record and field structures in PeopleSoft HRMS.

Use Group Build pages to:

Select the records, fields, and values that define the group.
Set up the group's security.

Groups for Manage Variable Compensation

To use an existing review group later in the Manage Variable Compensation business process, link the existing group ID to a node in the Variable Compensation Group Tree in the Manage Variable Compensation business process.

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 of NOGROUP in the Group Build application.

Setting 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 overviews of group definitions, query definition, and automatic generation of department groups and discusses how to:

Select fields for use in group criteria and definitions.
Define a group criteria.
Create a group profile.
Specify records, fields and field values for a group.
View records, fields, and field values for a group.
View and sort group members.
Create groups from departments.

Understanding Group Definitions

To define a group's population:

(Required unless using a query.) 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

See Defining a Group Criteria.
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 use only one group criteria per group.
  
  See Creating a Group Profile.
- 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.
  
  See Understanding Query Definition for Group Build.
Define or refine 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 Specifying 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.

Record Name	Field Name
Job	Department
Job	Union Code

This graphic shows how to define and create groups, as discussed above, as well as the create groups from departments and query methods for creating groups:

Methods for defining group definitions

Understanding Query Definition for Group Build

Use PeopleSoft Query with Group Build to define a group to access many more tables than the thirty-two tables that are available on the Group Criteria page or the Group Definition page.

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:
- EFFDT
- EEFFSEQ
You must have at least one criterion for a record that you add in PeopleSoft Query.

You should not add additional criterion from the GB_QRY_LINK_VW record 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).
You can't use an expression in the left criteria of the query.
The maximum length of the expression is 254 characters.

See Also

Enterprise PeopleTools PeopleBook: PeopleSoft Query

Understanding Automatic Generation of Groups by Department

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 the Group Build Construction SQR process (GBP003) for translating your departmental structure into group format. With this process, 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.

Pages Used to Define Groups

Page Name	Definition Name	Navigation	Usage
Group Build Records and Fields	GB_REC_FIELD	Set Up HRMS, Common Definitions, Group Build, Group Build Records and Fields, Group Build Records and Fields, Group Build Records and Fields	Select 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, Group Criteria	Create a group criteria ID, which is a building block that you combine with other elements to build a more complex group.
Group Definition Comments Sec	GB_GRP_CRIT1_SEC	Click the Comments link on the Group Criteria 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	Create a group profile. (Optional) Attach an existing group criteria ID or query to a group definition.
Group Definition	GB_GRP_DEF2_TBL	Set Up HRMS, Common Definitions, Group Build, Group Build - Group Definition, Group Definition	Specify the records, fields, and field values to define a group or refine a group criteria.
Group Build Definition View	GB_GRP_DEF1_SEC	Click the Comments link on the Group Profile page or the Group Profile or Group Definition page.	View the records, fields, field values, and operators that you've specified for the group definition.
Group Result	GB_GROUP_RES_SEC	Click the Group Visualize icon on 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., Group Build From Co./Dept.	Create groups from departments by running the Group Build Construction SQR process (GBP003) to translate your existing company and department structure into group format.

Selecting Fields For Use in Group Criteria and Definitions

Access the Group Build Records and Fields page (Set Up HRMS, Common Definitions, Group Build, Group Build Records and Fields, Group Build Records and Fields).

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 and on the Group Definition 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.

Defining a Group Criteria

Access the Group Criteria page (Set Up HRMS, Common Definitions, Group Build, Group Criteria).

Boolean

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.

Creating a Group Profile

Access the Group Profile page (Set Up HRMS, Common Definitions, Group Build, Group Build - Group Definition, Group Profile).

Group ID

Enter or select the group ID on the search page.

Note. The group ID NOGROUP is used for Variable Compensation plans without groups. It is a reserved group ID; you cannot create a Group ID of NOGROUP in the Group Build application.

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.

Note. Clicking the Launch Count button on the Group definition page sends the group to the process scheduler to be generated. If you have a complex group that you have already generated, clicking Launch Count retrieves the number of rows in the group.

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 Build Definition View page and to view the where clauses defined on the Group Definition page.

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 on the Group Definition page.

See Understanding Query Definition for Group Build.

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 Empl ID (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

Specifying Records, Fields, and Field Values for a Group

Access the Group Definition page (Set Up HRMS, Common Definitions, Group Build, Group Build - Group Definition, Group Definition).

Group Definition

You can use this page in combination with a group criteria entered on the 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. 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 aren't using a Group Criteria ID.

Define the group entirely on this page. Enter all the records, field names, and field values that you'll use to build the group.
If you entered a query on the Group Profile page.

You can't refine a group that is based on a query.

(launch count)	After you save the page, click the Launch Count icon 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 Launch 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.
(group visualize)	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 access the Group Build Definition View page where you can enter comments or view the where clause that you defined on the Group Definition page.

Where Clause

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, 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 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.

Viewing Records, Fields, and Field Values for a Group

Access the Group Build Definition View page (click the Comments link on the Group Profile page or the Group Definition page).

Where Clause

View the where clause as defined on the Group Definition page.

Viewing and Sorting Group Members

Access the Group Result page (click the Group Visualize button on the Group Definition 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.

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. Note. (JPN) The Sort group by feature is disabled when Japanese Kanji character sets are used in a Non-Unicode database with Japanese as the base language and login language.
	Click the Refresh Search Fields? button to clear all previously entered search criteria from the filter fields.
Search	Click the Search button to display the results of a new search. To the left of the Sort group by group box, the system displays 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. Note. After you click Search, the button disappears from the page until you click the Refresh Search Fields? icon.

Creating Groups From Departments

Access the Group Build from Co. & Dept. page.

Run the Group Build Construction SQR process (GBP003) to translate your departmental structure into group format.

When the process is complete, you can use the Group Build pages to view the groups and verify that they were generated correctly.

Setting Up Group Security

To set up group security, use the Group Security Default component (GB_GRP_DEFN_TABLE), Security By Group component (GB_GRP_SEC_TABLE), and Security By Operator component (GB_OPR_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.

Understanding 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.

Pages Used to Set Up Group Security

Page Name	Definition Name	Navigation	Usage
Group Security Default	GB_GROUP_DFT_TBL	Set Up HRMS, Common Definitions, Group Build, Group Security Default, Group Security Default	Set up default component access. 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, Security by Group	Set up security by group. Specify the users who have security access to the selected group ID and the components that the user can access for the group.
Security By Operator	GB_OPR_SEC_TBL	Set Up HRMS, Common Definitions, Group Build, Security By Operator, Security By Operator	Set up security by user. Specify the groups that the selected user can access and the components that the user can access for the group.

Setting Up Default Component Access

Access the Group Security Default page (Set Up HRMS, Common Definitions, Group Build, Group Security Default, Group Security Default).

Component Name

The system populates these fields with a list of the standard PeopleSoft Human Resources components that refer to groups.

Components can refer to groups 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

View 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 deselected if the component is modified. You can't change this field.

Setting Up Security By Group

Access the Security By Group page (Set Up HRMS, Common Definitions, Group Build, Security by Group, Security by Group).

Effective Date

The date on which the security configuration takes effect. The default is to today's date. Change the date to grant security access as of a different date.

User ID

Select the ID of a user whose group access you want to set up or change.

(get employee ID)

If you know a person's ID but not the matching user ID, click the Get Employee ID icon 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, click the Look up EmplID icon to search for it. The system displays a Look up EmplID 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

Select the components that you want to include in the user's security access for this group. Valid values are the default components listed on the Group Security by Default page.

Default

Click this button to assign this user access to the current group from any default component listed on the Group Security Default page. The system displays the default components. You can delete any components for which you do not want to grant security access to this user for this group.

See Setting Up Default Component Access.

Setting Up Security By User

Access the Security By Operator page (Set Up HRMS, Common Definitions, Group Build, Security By Operator, Security By Operator).

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

Select the components that you want to include in the user's security access for this group. Valid values are the default components listed on the Group Security by Default page.

Default

Click this button to assign this user access to the specified group from any default component listed on the Group Security Default page. The system displays the default components. You can delete any components for which you do not want to grant security access to this user for this group.

See Setting Up Default Component Access.

Refining Groups in PeopleSoft Applications

After you create the group definition, you refine group members at the application level.

You can define a group as of:

A point in time.

Some processes select only group members as of an effective date specific to the process. In this case, if the group is created with all job historical rows, the system selects only the data as of the effective date.
A period of time.

Some processes select group members who have job data between a from and a through date.

Viewing Group Results and Reports

This section provides an overview of group membership and discusses how to view complex group results.

Understanding Group Membership

When you define a group through the Group Definition component, you don't specify any time limits on group membership, so some groups may have very long lists of members. To help manage these potentially unwieldy groups, PeopleSoft provides an inquiry page and reports that you can use to view group members.

See Also

Viewing Group Results and Reports

Common Elements

Group ID

Enter the ID of the group whose members you want to view.

As Of Date

The report lists the members who belong to the group as of the current date, or as of the date you specify in the Refinement Date field.

Refinement Date

If the group definition includes effective-dated records, enter the date for which you want the records run. For instance, you might want to run a group with an effective date of 1/1/1990, but run the effective-dated rows in the group as of 2/15/1998. In that case, you would select a Group As of Date of 1/1/1990 and a Refinement Date of 2/15/1998.

If you leave this field blank, the system will run the group as of the current date.

Pages Used to View Group Results and Reports

Page Name	Definition Name	Navigation	Usage
Complex Group Results Summary	RSLT_SMRY_PNL	Set Up HRMS, Common Definitions, Group Build, Complex Group Results Summary, Complex Group Results Summary	View the status of the complex groups that you created in the Group Definition component. You must already have run the background process to create the group.
Group Overlapping	RUNCTL_GBP001	Set Up HRMS, Common Definitions, Group Build, Group Overlapping, Group Overlapping	Run the Group Member Overlapping report (GBP001). This report lists individuals who belong to multiple groups.
Group Membership	RUNCTL_GBP002	Set Up HRMS, Common Definitions, Group Build, Group Membership, Group Membership	Run the Group Membership report (GBP002). This report lists the members of selected groups.

Viewing Complex Group Results

Access the Complex Group Results Summary page (Set Up HRMS, Common Definitions, Group Build, Complex Group Results Summary, Complex Group Results Summary).

You can designate any group as a complex group by selecting the Complex Group - Batch Process check box on the Group Definition - Group Profile page. The system creates complex groups by background process and notifies you when processing is complete.

Purging Group Results

This section provides an overview of the group results and discusses how to:

Purge usable results.
Purge unusable results.

Understanding Group Results

Each time you generate and execute a group, the system stores the results in the Group Result Table. The next time you execute the same group, the system checks to see if the group's definition and date parameters have changed since the last time you ran the group. If they have, the system deletes the old results from the Group Results Table and saves the new results.

Pages Used to Purge Results

Page Name	Definition Name	Navigation	Usage
Group Results Purge	RUNCTL_GBP004	Set Up HRMS, Common Definitions, Group Build, Group Results Purge, Group Results Purge	Delete (purge) the results of a previous version of a group from the Group Results Table.
Unusable Group Results Purge	RUNCTL_GBP005	Set Up HRMS, Common Definitions, Group Build, Unusable Group Results Purge, Unusable Group Results Purge	Delete the results from all of your groups from the Group Result Table. You must have saved the group you want to purge before using this page.

Page Name

Definition Name

Navigation

Usage

Group Results Purge

RUNCTL_GBP004

Set Up HRMS, Common Definitions, Group Build, Group Results Purge, Group Results Purge

Delete (purge) the results of a previous version of a group from the Group Results Table.

Unusable Group Results Purge

RUNCTL_GBP005

Set Up HRMS, Common Definitions, Group Build, Unusable Group Results Purge, Unusable Group Results Purge

Delete the results from all of your groups from the Group Result Table.

You must have saved the group you want to purge before using this page.

Purging Usable Results

Access the Group Results Purge page (Set Up HRMS, Common Definitions, Group Build, Group Results Purge, Group Results Purge).

The Group Results Purge process deletes usable groups —groups with results in the Group Results Table that are still in sync with the current group definition and can potentially be retrieved by the system.

Group ID

Enter the ID of a group whose results you want to purge. The system deletes the results from the Group Build results table GB_GRP_RES_TBL.

Purging Unusable Results

Access the Unusable Group Results Purge page (Set Up HRMS, Common Definitions, Group Build, Unusable Group Results Purge, Unusable Group Results Purge).

The Unusable Group Results Purge process deals with unusable groups—groups that were generated when the group definition was different from what it is now, and the results that are stored on the Group Results Table no longer match the group definition. Group results become unusable when any of the following items change:

The developer's query definition.
The Group Results Table, where the group results are stored.
The group definition.
The user's query definition.

Boolean	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.

Group ID	Enter or select the group ID on the search page. Note. The group ID NOGROUP is used for Variable Compensation plans without groups. It is a reserved group ID; you cannot create a Group ID of NOGROUP in the Group Build application.
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. Note. Clicking the Launch Count button on the Group definition page sends the group to the process scheduler to be generated. If you have a complex group that you have already generated, clicking Launch Count retrieves the number of rows in the group.
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 Build Definition View page and to view the where clauses defined on the Group Definition page.
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 on the Group Definition page. See Understanding Query Definition for Group Build.
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 Empl ID (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.

Effective Date	The date on which the security configuration takes effect. The default is to today's date. Change the date to grant security access as of a different date.
User ID	Select the ID of a user whose group access you want to set up or change.
(get employee ID)	If you know a person's ID but not the matching user ID, click the Get Employee ID icon 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, click the Look up EmplID icon to search for it. The system displays a Look up EmplID 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	Select the components that you want to include in the user's security access for this group. Valid values are the default components listed on the Group Security by Default page.
Default	Click this button to assign this user access to the current group from any default component listed on the Group Security Default page. The system displays the default components. You can delete any components for which you do not want to grant security access to this user for this group. See Setting Up Default Component Access.

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	Select the components that you want to include in the user's security access for this group. Valid values are the default components listed on the Group Security by Default page.
Default	Click this button to assign this user access to the specified group from any default component listed on the Group Security Default page. The system displays the default components. You can delete any components for which you do not want to grant security access to this user for this group. See Setting Up Default Component Access.