Create an HCM Group Using a Value Set

Here's how you can create an HCM group using a value set.

Before you start

You need to create the value set. For example, you create the All Part-Time Individuals with an Annual Salary Basis value set that includes this query:

 SELECT ASG.PERSON_ID
  FROM  PER_ALL_ASSIGNMENTS_M ASG
      , CMP_SALARY SAL
      , CMP_SALARY_BASES SB
      , HR_LOOKUPS EMP_CAT
 WHERE ASG.ASSIGNMENT_ID = SAL.ASSIGNMENT_ID
   AND SAL.SALARY_BASIS_ID = SB.SALARY_BASIS_ID
   AND SYSDATE BETWEEN ASG.EFFECTIVE_START_DATE AND ASG.EFFECTIVE_END_DATE
   AND SYSDATE BETWEEN Sal.Date_From AND SAL.DATE_TO
   AND ASG.PRIMARY_FLAG = 'Y'
   AND ASG.EMPLOYMENT_CATEGORY = EMP_CAT.lookup_code
   and emp_cat.lookup_type = 'EMP_CAT'
   and emp_cat.lookup_code = 'PR'
   and sb.name = 'Annual Basis'

In this query, 'PR' identifies the Part-Time Regular employment category.

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 All PTE with Annual.
   3. Enter a description, such as Uses a value set to find all part-time equivalent employees with an annual salary basis.
   4. In the Include or Exclude Groups section, click the Add Value Set icon to insert a value set table row.
   5. Select the value set, such as All Part-Time Individuals with an Annual Salary Basis.
   6. Specify whether to include or exclude members identified by the value set.
   7. 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 All PTE with Annual.
   3. In the Evaluation Date field, select the current date.
   4. Submit the refresh process.