Managing Applications and List Sets

This chapter provides an overview of applications and list sets and discusses how to:

• Set up application definitions.

• Define list sets.

Note. To illustrate the relationship between applications and lists sets, we present exhibits in this chapter that reference the delivered RSLT_ADM application. This application is delivered for use with the Administrator Results component, and is only one of many ways in which you can define applications and lists sets to control a variety of reports and processes in your system.

Understanding Applications and List Sets

Application definitions and list sets work together, so you can configure the appearance of:

• Administrator Results

• Reports

• Processes

Application definitions are high-level groups of settings that enable you to define what types of fields and field values you require at multiple element levels (list sets, element groups, and elements, for example). When you create a list set, the system prompts you to enter an application. Based on the application definition you select, the Define List Set page refreshes to display the available configuration fields.

List sets enable you to create groups of elements and corresponding element attributes to associate with a specific application, such as administrator results, a new report, or a process. For example, if you were to create your own report, you could have a list of earnings, deductions, and accumulators from which you would extract your report data from the payroll results. You can further specify the circumstances under which certain elements may or may not be printed. The List Set feature enables you to do this without having to create new pages and new records. In summary, list sets enable you to:

• Associate groups of elements with a specific application.

• Associate which element groups are part of the list set.

• Set up the configuration required for the application at various levels, including the list set level, element group level, and element level.

Primary List Set Components

The Application Definition and List Set feature is composed of three key parts:

• Element Groups

  An element group is a list of elements. A payroll administrator can use element groups to create a list of elements that may be used for one or multiple applications.

• Application Definitions

  An application definition describes a set of attributes, such as sequence or print options, used to indicate what attributes the payroll administrator will need to assign to elements in a list set to make them available for an application.

• List Sets

  A list set is a set of element groups connected to an application definition in order to assign application specific attributes to element lists. The payroll administrator uses list sets to group the element groups together and assign attributes to the elements, element groups, or the entire set. The list set includes all of the elements that will be available for the application.

Setup Flow of Application Definitions and List Sets

The following diagram illustrates how setup on the Application Definition page determines which fields appear on the Define List Set page:

How application definitions contribute to list set setup

How to Set Up Applications and List Set Configurations

To build a list set using an application definition you must complete the following steps:

1. Use the Define Application page to identify and label the attributes you want to define. These can be defined at the list set, element group, and element level. The system uses the information on the Define Application page to populate the List Set page.

2. Use the Define Values for Attribute secondary page to specify additional values, as necessary.

3. Use the Define List Set page to identify various element groups that you want to associate with the list set, and specify attribute values for each. If you defined any attributes at the list set level on the Define Applications page, the system displays them here. You may also create new element groups from this page if you have note previously done so.

4. Use the Element Group Attributes secondary page to view or update element group and element attribute details.

Prerequisite

Element groups are needed on the Define List Set page. Therefore, before you can set up application definitions and lists sets, you should set up element groups. If you do not set up Element Groups prior to creating a list set, you will have the opportunity to create the element group as you go. However, PeopleSoft recommends that you define any needed element groups before you set up applications and list sets.

See Defining Element Groups.

Common Elements Used in This Chapter

Setting Up Applications

To set up applications, use the Define Application (GP_ELN_APP) component.

This section discusses how to set up application definitions.

Pages Used to Set Up Application Definitions

Defining Applications

Access the Define Application page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Elements, Define Application, Define Application).

Note. PeopleSoft delivers an application of GP000001 with a country of ALL (shown in the preceding exhibit), designed to work in conjunction with the Payroll Results Register report. You should not modify this delivered application. Link this delivered application with a list set of your choosing, and use it to control the format of the Payroll Results Register report and the data that it contains.

See Reporting Payroll Data.

There is no minimum number of attributes required for each level (represented by the three group boxes). An application definition can be created without specifying attributes. This may be done for applications for which you intend to use the list set solely to group multiple element groups. There is a maximum of ten attributes for each level.

Attributes defined at the list set level apply to all of the element lists in the set.

Defining Values for an Attribute

Access the Define Values for Attribute page (for attribute controls with a value of Drop Down List, click the Values link on the Define Application page).

For attributes with an attribute control of Drop Down List, you must specify the drop down field values. The system displays these values as options on the Element Group Attributes page during list set setup. You can use any value in the Value column as a default value.

Setting Up List Sets

To set up list sets, use the Define List Set (GP_ELN_SET) component.

This section discusses how to define list sets.

Pages Used to Define List Sets

Defining List Sets

Access the Define List Set page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Elements, Define List Set, Define List Set).

Description	Enter a description for the list set.
Application Country	Select the country for which you want to locate an application definition.
Application	Select the application definition. Doing so will cause the system to display a variety of fields on the page, based on the values defined for the application definition.

List Set Attributes

All of the fields in the List Set Attributes group box are user-defined and come from the setup on the Define Application page. For example, the Summary Grid Col 1 Msg Set field in the previous exhibit was defined on the Define Application page using the Attribute Control, Description, and Prompt View fields. The Display Summary check box was defined there as well. In row number 2 of the following exhibit, you can see that the Display Summary check box was set up with a default value of Y for yes. This means that on the Define List Set page in Add mode for the RSLT_ADM application, the Display Summary check box appears and is selected by default.

Element Groups

Initially, in Add mode, there are no element groups in this group box. You must select all of the element groups you want to associate with this list set. If you want to assign an element group that has not yet been created, you may do so by clicking the Create new Element Group link.

Note. The Define List Set page displays all of the added and updated elements with their default attribute values. The system first loads the list of elements from the element group definition and then assigns the values of the attributes from the GP_ELN_PIN_ATTR table. Thus, the page always displays the exact element group members. If an element is removed from the element group, the element is removed from the list set. The element group member list is refreshed each time the user views the Element Group Details page.

Entering Element Group Attributes

Access the Element Group Attributes page (click the Element Group Details icon on the Define List Set page).

The fields available on this page depend upon the values selected on the Define Application page. The system refreshes the values on this page each time you access it, in order to account for any changes at the element group level. Each time you access the page, the system:

• Brings in any new elements that are members of the defined element group, along with their default attribute values.

• Removes any elements that are no longer members of the defined element group.

Use this page to define more specifically where and how the details for each element group appear in components, reports, and processes that use this list set.

Element Group Attributes

All of the fields in the Element Group Attributes group box are user-defined and come from the setup on the Define Application page. For example, the Element Grid field in the previous exhibit was defined on the Define Application page using the Attribute Control, Description, and Values fields. In the following exhibit, you can see that the Element Grid field was set up with valid values of Summary Accumulators, Supporting Elements, Earnings Deductions, Accumulators, Absence Daily Data, Generated Positive Input, and Absence Accumulators:

Element Group Members and Attributes

Each element that is a member of the element group appears in the Element Name column on the Element Group Attributes page. Then, based on settings from the Define Application page setup, you can specify details for reach. For example, the Column header on the Attributes tab of the Element Group Attributes page comes from the Attribute Control and Description fields on the Define Application page.

The available values under the Column header on the Attributes tab of the Element Group Attributes page comes from the corresponding Define Values for Attribute page.

Type and Description

Select the Type and Description tab.

On this tab you can view the element type and description values for each element. These values come from the element setup. The description is what appears in the component, report, or process you configure using this list set.