How You Refresh HCM Group Membership
You can evaluate the membership of existing HCM groups and update the list of members. To configure and submit the Evaluate Group Membership process, go to and click Refresh Group Membership.
Use the View Evaluation Status action to see the processing status for group membership refreshes.
You can schedule regular refreshes for the HCM group using advanced options. You can also regularly refresh the membership of all HCM groups that meet both of these conditions:
- The group definition has the Include in Refresh All Groups Process option selected.
- At least one time entry, processing, or device processing profile configuration includes the group.
To include active and suspended assignments, select the Include assignments with an HR status of active or suspended option. To include only active assignments, deselect the option.
To maintain group membership for large populations or because of frequent hiring, schedule the Evaluate Group Membership process using the As of run date parameter and a daily frequency. The process automatically increments the Evaluation Date parameter using the first run date. Because we aren't sure at what time on what day the Wait runs, we change the Evaluation Date only when the process runs. For example, server loads can delay when the process actually runs. Also, using the original time during the Wait status helps you identify the original process because you can have multiple processes scheduled.
Here's how the Evaluate Group Membership process decides the final membership status of each worker as of the specified evaluation date.
| Membership Evaluation | Membership Status When True |
|---|---|
| 1. Is the worker directly included in or excluded from the group? | Include or exclude the worker as appropriate. |
| 2. Is the worker part of multiple child groups or value sets with different membership statuses? | Use the child group or value set that the worker is part of, with the highest priority, to include or exclude the individual as appropriate. |
| 3. Is the worker part of only one child group or value set that's included in or excluded from the parent group? | Include or exclude the worker as appropriate. |
| 4. Does the worker match evaluation criteria that has attributes, relational operators, and logical operators? |
Include the worker. By default, these delivered groups include everyone:
|