Create an HCM Group by Embedding Other HCM Groups

Here's how you create an HCM group with embedded groups.

Before you start

You need to create the groups to embed in this group. For example, you create the RN in CA on Primary Assign group and the All PTE with Annual groups.

Here's what to do

Fastpath: Setup and Maintenance > Workforce Deployment > Time and Labor > HCM Groups

1. Create the HCM group.
   1. On the HCM Groups page, click the Create icon.
   2. On the Create Group page, enter a name, such as RN in CA on Primary Assign and All PTE with Annual.
   3. Enter a description, such as Individuals with the Registered Nurses collective agreement, in a labor union, in California. And all part-time equivalent individuals with an annual salary basis.
   4. In the Include or Exclude Groups section, embed the applicable groups and set the priorities. Here's an example.

      Priority	Group
      1	RN in CA on Primary Assign
      2	All PTE with Annual

      When you embed groups within another group, a worker can exist in more than one group. The priority numbers assigned to the embedded groups decide the group membership.

   5. Specify whether the embedded group includes or excludes members. When the worker is a member of multiple embedded group, the status of the highest-priority group decides whether the worker is included or excluded.
   6. Save your changes and close the page.
2. Refresh the group membership.
   1. On the HCM Groups page, click Refresh Group Membership.
   2. On the Refresh Group Membership page, select the group to refresh, such as RN in CA on Primary Assign and All PTE with Annual.
   3. In the Evaluation Date field, select the current date.
   4. In the Remove Future-Dated Group Members field, select No.
   5. Submit the refresh process.