HCM Group using Value Set in Oracle Fusion HCM

-

In Oracle Fusion HCM, you can use value sets to dynamically define membership criteria for HCM Groups. This is especially useful when you want to include or exclude individuals based on specific assignment or payroll attributes.

What Is a Value Set in HCM Groups?

A value set is a SQL-based query that returns a list of person IDs based on defined criteria. These can be used to include or exclude individuals from an HCM Group.

Example Use Case

You want to create a group of part-time employees with an annual salary basis. You can define a value set with a query like: 

--------------------------------------------------------------------------------------------------------------------------------

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'

--------------------------------------------------------------------------------------------------------------------------------

This query filters employees who are:

· Part-time regular (EMP_CAT.LOOKUP_CODE = 'PR')

· On an annual salary basis

You can then add this value set to an HCM Group with either an Include or Exclude status

Steps to Use a Value Set in an HCM Group

1. Create the Value Set: 

o Navigate to Setup and Maintenance > Manage Value Sets

o Define a SQL-based value set that returns PERSON_IDs

2. Create or Edit an HCM Group: 

o Go to My Client Groups > HCM Groups

o Add the value set under Group Members with Include or Exclude

3. Evaluate the Group: 

o Use the Evaluate Group Membership process to verify results

Comments

Post a Comment

Popular posts from this blog

Query to get Salary Change details in Fusion HCM

-
 SELECT papf.person_number PERSON_NUMBER, (select full_name from per_person_names_f ppnf where ppnf.person_id = papf.person_id and name_type = 'GLOBAL' and trunc(sysdate) between ppnf.effective_start_date and ppnf.effective_end_date) person_name, ple.name LEGAL_EMPLOYE, (CASE  when cs.SALARY_BASIS_CODE = 'ANNUAL' THEN 'Salary Change'  else  'Hourly Rate Change' end)  ACTION_NAME, to_char(cs_old.salary_amount) OLD_DATA,  to_char(CS.salary_amount) NEW_DATA    ,TO_CHAR(cs.date_from, 'MM/DD/YYYY') EFFECTIVE_DATE    ,  TO_CHAR(cs.creation_date, 'MM/DD/YYYY') CHANGED_DATE    , cs.LAST_UPDATED_BY CHANGED_BY           from  fusion.CMP_SALARY cs,           CMP_SALARY cs_old,   PER_ALL_ASSIGNMENTS_M  PAAM,   PER_ALL_PEOPLE_F PAPF   ,per_legal_employers ple          where 1 = 1    AND PAPF.PERSON_ID = P...
Read more

Oracle Fusion HCM - Enhancements to Summary of Changes and History Sections in Redwood Workforce Structures Pages

-
Image
 The  Summary of Changes  and  History  sections on Redwood  Workforce Structures  pages now display  additional attributes , providing a more detailed view of historical and recent changes to your workforce data. These enhancements apply to the following Redwood pages: Redwood Page New Attributes in Summary of Changes and History Sections Departments Status Divisions Status Disability Organizations Status Enterprise HCM Information Status Jobs Annual Working Duration Scheduling Group Standard Annual Working Duration Standard Working Hours Standard Working Frequency Locations Annual Working Duration Standard Annual Working Duration Standard Working Hours Standard Working Frequency Reporting Establishments Status Worker Unions Status These additional attributes are now visible in both the  Summary of Changes  and  History  sections, enabling users to quickly access and review key data points related to structural and job-related...
Read more

🧾 Streamlining Payroll Operations with Oracle Payroll Activity Center

-
Image
Managing payroll efficiently across global teams has never been more critical—or more complex. Oracle Fusion HCM introduces the  Payroll Activity Center , part of the Redwood user experience, to help payroll teams take control with a centralized, intelligent, and highly actionable interface. Designed with usability and impact in mind, this hub simplifies payroll monitoring, boosts accuracy, and brings AI-powered insight to the forefront. 🌟 What Is the Payroll Activity Center? The  Payroll Activity Center  is an action-focused workspace tailored to payroll professionals. It aggregates relevant applications, displays role-specific KPIs, and provides intuitive navigation through the payroll cycle—all within Oracle’s new Redwood design system. This replaces the older Payroll Dashboard and brings everything you need into a single, streamlined view. 🔑 Key Features Aggregated Applications View relevant payroll applications, flows, and data all in one place. In-Workflow Communi...
Read more