How do I do a basic and advanced user entity search?

Start on the Home page.

HCM Extracts provides a keyword search option to search for a User Entity.

Click My Client Groups, then click Data Exchange.

A User Entity search returns the User Entity details quickly by scanning the User Entity data dictionary.

In the Data Exchange work area, click View User Entity Details.

In the Keyword field, enter Employees.

Click the Search icon.

You can enter the data attribute or the data object as a keyword and search for the user entity.

In the Search results, click the Employees link.

Click to expand Database Items.

You can review the user entity information, including the user entity name, description, and status.

You can check the Valid for Root Data Group and Multiple Rows attributes to see if the user entity is valid for use as a root data group.

A historic user entity retrieves data regardless of the effective date. If the user entity isn’t historic, then it retrieves data as of the effective date.

In the Search field, enter PER.

Click the Search icon.

You can view the database items available in a user entity, validate user entities for use with root data groups, and use the Search to refine the database items you’re looking for.

Click to collapse the Database Items section.

Click to expand the Required Contexts section.

The Required Contexts section lists the contexts that you’ve to set to use the user entity in the extract.

Click to expand the Contexts Set section.

The Contexts Set section lists the contexts that are set by the user entity.

Click to collapse the Contexts Set section.

Click to expand the User Entity Query section.

The User Entity Query section lists the SQL query that the user entity uses to extract data. You can review the table structure and aliases, which are useful for creating advanced filter criteria.

Click Calculate Rows.

If the user entity is valid as a root data group, you can calculate the rows that the SQL query will return.

Click Back.

Clear the Keyword field.

Clear the Keyword field so you can use the Advanced Search, which lets you search the user entity by using attributes and properties and then filter the user entity details required for a data group to create an extract definition.

Click Show Filters.

Click Expand All.

In the User Entity Name field, enter Employees.

Enter the user entity you’re looking for, and remember that you must enter a Database Item Group Name. For example, if you’re looking for a person's current assignment, enter the user entity name ‘employees’, and database item group name ‘assignment’.

In the Database Item Group Name field, enter Assignment.

Click the Search icon.

Clear the User Entity Name field, enter Employees and Database Item Group Name fields.

In the User Entity Name field, enter Seniority.

Click the Date Range Entities check box.

Use the Date Range Entities filter to retrieve record history with a range of dates.

Click the Search icon.

Clear the Date Range Entities filter.

Use the Root Data Group filter to look for a user entity that can be the starting point for the extract execution.

Click the Root Data Group check box.

In the User Entity Name field, enter address.

In the Database Item Group Name field, enter PER.

Clear the Root Data Group filter.

Use the Secured UE filter to see user entities that are secured and require privileges to perform Extract configuration, submit Extract definitions, and access Extract results.

Click the Secured UE check box.

Clear the Secured UE filter.

Use the Threading Entities filter to look for the user entities that can be used in Changes Only or incremental extracts to compare and identify the changes in data records. You can also use any combination of the Type filters to continually refine your search.

Click the Threading Entities check box.

You can also use the user entity’s properties to filter the search results.

Use the Deprecated UE filter to search for user entities that are deprecated and not used to extract data.

Use the Restricted UE filter to search for user entities that are restricted and are not for customer use. They’re used only for development and testing purposes. Use the Single Row UE filter to list the single-row user entities. The single-row user entity is generally included as derived database item groups to the multiple-row user entity. This option is used in the fast formulas.