Creating an Assignment Set (Oracle HRMS Help)


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Creating an Assignment Set

There are two uses of assignment sets in Oracle HRMS:

You can run a QuickPaint report for a set of assignments, rather than individual assignments.

In Oracle Payroll, you can process subsets of the employees assigned to a payroll. Normally you initiate payroll runs and other post-run processes for one or more payrolls at a time. However, if you need to process smaller groups within a single payroll, you define an assignment set.

There are three ways to define the set:

You can enter selection criteria, which the system generates into a formula. When you use the assignment set, Oracle FastFormula runs the formula to find the assignments that match the criteria. It checks all the assignments in the Business Group or, if you select a payroll when you define the set, all the assignments to that payroll. When you define the set you can also include or exclude individual assignments to modify the set created by the formula.

You can select individually all the assignments you want to include in the set.

You can start from a full set of all the employees in the Business Group or all the employees assigned to a selected payroll. Then you can exclude individual assignments from the set.

Use the Assignment Set window to define your set.

To define an assignment set using criteria for a formula:

1. Enter a unique name for the set.

one

If you are defining an assignment set for payroll processing, you must select a payroll. You cannot process an assignment set drawn from more than one payroll.

If you are defining an assignment set for other purposes, selecting a payroll is optional. If you select a payroll, the formula generated from your selection criteria will select assignments from this payroll only. If you do not select a payroll, the formula will select assignments from the whole Business Group.

3. Save the new set and choose the Criteria button.

In the Assignment Criteria window, enter one criterion in each row, and join the criteria with AND or OR in the Condition field. Field details are as follows:

No.:

Condition:

Database Item:

Operator:

Table 1 - 19

Value/Database Item:

As an example, here is a definition for an assignment set of employees with salaries between 16,000 and 24,000:

No.	Condition	Database Item	Operator	Value/ Database Item
10		&SALARY_PAY_VALUE_ENTRY_VALUE	>=	16000
20	AND	&SALARY_PAY_VALUE_ENTRY_VALUE	<=	24000
Table 1 - 18. Assignment Set Criteria

5. Save your criteria and choose the Generate button to generate the formula.

Using Oracle FastFormula to Define Assignment Sets

6. If you want to include or exclude individual assignments from the set defined by your criteria, choose the Amendment button. Select the assignments you want to include or exclude from the set.

Note: The list of assignments you see in this window is either all the assignments in the Business Group or, if you selected a payroll, all the assignments to that payroll. It does not show the assignments matching your criteria since these are identified dynamically each time the formula runs.

7. Save the set.

Operator	Symbols	Meaning
Equals	=	The condition is true if both expressions have exactly the same value. For text, the case of the expression must be the same. So, for example, 'Smith' is not equal to 'SMITH'.
Not Equal	!=	The condition is true if the result of the first expression does NOT have the same value as the result of the second expression.
Greater than	>	The condition is true if the first expression is alphabetically after, or has a numerically greater value, or a later date than the second expression.
Less than	<	The condition is true if the first expression is alphabetically before, or has a numerically smaller value, or an earlier date than the second expression.
Greater than or equal to	>=	The condition is true if either the greater than OR the equal to operator returns a true result.
Less than or equal to	<=	The condition is true if either the less than OR the equal to operator returns a true result.
Table 1 - 19. Values in Operator Field

To define a set by including or excluding assignments:

1. Enter a unique name for the set.

2. If you are defining a set for payroll processing, select a Payroll.

3. Save the new set.

4. Choose the Amendment button.

5. Do one of the following:

If you want to create a small set of assignments, select Include in the Inc/Exc field and select all the assignments for the set.

If you want to start from the full set of assignments for the payroll or Business Group, select Exclude in the Inc/Exc field and select assignments to remove from the set.

Attention: Do not create a mixture of Include and Exclude rows if you have not entered criteria and generated a formula.

6. Save your set.

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