Create Data Groups and Extract Data Group Connections

As part of the Define Extracts process, you need to create two data groups: one for department and one for employees. You also need to create extract data group connections.

Here are the steps:
  1. Select the Data Group link from the Hierarchy to open the Data Groups region.
  2. Click the Add icon to define a new data group.
  3. Complete the fields to create a data group, as shown in this table:
    Field NameEntry

    Name

    Departments

    User Entity

    PER_EXT_SEC_ORGANIZATION_UE

    Root Data Group

    Yes (By selecting this option you select this data group as the starting point for the extract execution.)

  4. Select Save and Close to create a data group for Employees.
  5. Complete the fields to create a data group, as shown in this table:
    Field NameEntry

    Name

    Employees

    User Entity

    PER_EXT_SEC_ASSIGNMENT_BASIC_UE
    Root Data Group No
  6. Select Data Group in the Hierarchy to display the data groups in a table.
  7. Select the Employees Data Group and define the data group connection details.
  8. Complete the fields to create a data group connection, as shown in this table:
    Parent Data GroupDepartments
    Parent Data Group Database Item Extract Organization ID
    Data Group Database Item Extract Assignment Department ID
  9. Define the data group criteria for each data group.

What to do next

Filter Criteria

Defining a set of filtering conditions lets you to restrict the data extraction. The application uses these conditions to perform the extraction on the extract data group using the extract data group criteria.

You can specify the data group filter as an expression or as fast formula, and you can choose one or both. You can build criteria using the available database items, parameters, and operators (conditional and logical). The filter criteria becomes efficient as HCM Extract appends it to the User Entity SQL at the time of execution. If you can't specify the criteria as an expression, then you can place logic inside a fast formula and include this in your definition. Fast formulas return values of Y or N to indicate whether you must extract the record or not. If both criteria and formula are specified, then both the conditions are applied.