We can create a payroll relationship group to limit or group the employees who are being processed for pay
To create a Payroll Relationship Group in Oracle HCM, follow these steps:
1. Navigate to Payroll Relationship Groups
- Go to My Client Groups > Payroll > Payroll Relationship Groups.
- Click Create to start setting up a new payroll relationship group.
2. Enter Basic Information
- Group Name: Enter a descriptive name for the group, such as “Hourly Employees” or “Executive Payroll Group”.
- Reporting Name: Provide a reporting name if required.
- Effective Date: Set the date when the payroll relationship group should become active.
3. Define Group Criteria
- Group Type: Choose one of the group types:
- Static: Select this if the group membership is fixed and doesn’t change automatically.
- Dynamic: Choose this if the group membership will automatically update based on specific criteria (recommended for groups based on attributes like job title, department, or location).
- Description: Optionally, add a description for reference.
4. Set Up Criteria for Dynamic Groups (if applicable)
- If you selected Dynamic, specify the criteria that will define the group members, such as:
- Job Title (e.g., include only employees with a specific job title).
- Department (e.g., include employees in a specific department).
- Location (e.g., group employees based on a particular office or region).
- Use the Filters section to add criteria. Click Add Filter to specify conditions, such as job code, location, or organization.
5. Add Members for Static Groups (if applicable)
- If you selected Static, manually add the individual payroll relationships to the group.
- Click Add Members to select specific employees or payroll relationships.
6. Save and Close
- After entering the necessary details and adding members (for Static) or setting criteria (for Dynamic), click Save and Close to complete the setup.
7. Test the Payroll Relationship Group
- Run a payroll process or report to confirm that the group functions as intended, including or excluding the correct payroll relationships based on your criteria.