Employee Group

An employee group defines the employees that are eligible to work for a manager.

Employee groups include all home employees of the manager (employees whose primary job is in the specified organizational set) and all employees who are eligible to transfer (employees that can work a job in the specified organizational set).

An Organizational Set must be selected when creating an employee group to define the employees that are included in the group. In addition, you can optionally use labor category profiles, cost centers, and Home Employees Hyperfinds to further define the criteria required for an employee to be included in an employee group. For information on creating an organizational set, see Organizational sets.

Note: To configure employee groups, you must have the Employee group setup access control point set to Allowed in your Function Access Profile (FAP).

Employee groups and labor category profiles

You can limit the employees included in an employee group by assigning a labor category profile. When you assign a labor category profile to an employee group, for each labor category list contained in the labor category profile, the employee's default labor categories must match a value in the list to be included in the employee group

Employee groups and cost centers

If a cost center is specified for an employee group but a labor category profile is not, then an employee must be within the organizational set and the cost center of their primary job must match the specified cost center for the employee to be included in the group.

If a cost center and a labor category profile are both specified for the employee group, then:

  • An employee must have a transfer job within the organizational set and the cost center of that job must match the cost center pattern

    or

  • An employee must have a transfer job within the organizational set and for each labor category list contained in the employee group's labor category profile, there must be a matching labor category entry in the employee's labor categories profile.

Employee groups and Home Employees Hyperfinds

You can define additional criteria to identify the home employees for an employee group by creating a Home Employees Hyperfind and then assigning that Hyperfind to the manager in People Information. For details on creating a Home Employees Hyperfind, see Hyperfinds. To assign the Home Employees Hyperfind to a manager, see Assign an employee group and Home Employees Hyperfind to a manager.

Configure an employee group

  1. Click Main Menu > Administration > Application Setup > Business Structure Setup > Employee Group.
  2. Click Create .
  3. In Create Employee Group, enter a name.
  4. (Optional) Enter a Cost Center Pattern.

    You can enter a specific cost center, or use a pattern, for example, 50*.

  5. Select an Organizational Set. This is a required field.
    When you select an organizational set, all home employees of the manager (employees whose primary job is in the organizational set) and all employees who are eligible to transfer (employees that can work a job in the organizational set) are included in the employee group.
    Note: If the number of organizational sets is too large to display in the Organization Set drop-down list, the system displays an informational message instructing you to search for more results.
  6. (Optional) Assign a Labor Category Profile.

    Select a labor category profile, then click Assign .

    Note: If the Labor Category Profile you require is not listed, click Create . See Labor category profiles.
  7. Click Save.

Assign an employee group and Home Employees Hyperfind to a manager

  1. Click Main Menu > Maintenance > People Information.
  2. Select the employee name, and navigate to Timekeeping > Manager Role-General.
  3. In the Employee Group table, select an employee group and set an Effective Date.
  4. If you are using a Home Employees Hyperfind to further define criteria for the employee group, then select the Hyperfind in the Hyperfind Query for Home Employee column. An employee group must be selected to assign a Home Employees Hyperfind.
  5. Click Save.

Edit an employee group

  1. Click Main Menu > Administration > Application Setup > Business Structure Setup > Employee Group.
  2. Select the employee group from the list, and click Edit .
  3. Make the necessary edits, and click Save.
Note: You cannot edit the Empty or Employee Group With All Org Groups employee groups. These are used for some internal dataviews and reports and should not be edited.