Creating Groups Using Group Build

Use previously defined groups or define groups of eligible plan members based on any number of criteria as identified in Group Build records.

See Understanding Group Build.

The Determine Eligibility/Proration process generates group membership based on the group definitions that you set up in Group Build and the dates that you specify on the process run control.

Note: Historical data is automatically included if you are using Group Build with proration.

Important Information About Using Group Build Pages to Create VC Groups

When you use group build pages to create VC groups:

  • Designate the manager of each group on the Group Profile page when you set up groups in group build.

    The approver of a group is generally the manager of the immediate parent group (the group manager's manager).

  • If you define new groups for managing variable compensation, do not set up group security in the group build security pages (Group Build Security Default page, Secure Group Build by Group page, or Security by User page).

    Instead, proceed directly to the PeopleSoft Tree Manager to create the Variable Compensation tree. Set up security for the groups on the tree. You cannot modify a group definition until you have attached it to a tree and set up security.

  • Group build comes with a No Group group ID.

    This group is required for Variable Compensation processing. The system assigns this group ID when it needs to simulate a group for a plan that does not use groups. Never delete this group ID or assign this group ID when building or using groups.

Tip for Setting Up Groups in Group Definition

After you create a group in the Group Definition page and save or quit the page, the group ID does not appear in the search box. If you want to modify this group from the same Group Definition page, first attach the group to a VC tree and set up security for the tree. When you have set up tree security, you can return to the Group Definition page and modify the group.