Adding a custom group

Custom groups are used to identify a group of employees that can be processed together. For example, custom groups are used to define populations. Custom groups are also used in reporting. Infor recommends that customers who are interested in using custom groups seek assistance from Infor.

Custom groups are based on conditions that are determined by the customer. Any number of conditions can be combined to create a custom group.

Custom groups cannot be deleted, but they can be deactivated.

The subject of the custom group must be set to HCMGroupCasePopulation.

  1. Select Administrator > Set Up > Custom Groups.
  2. Click Create.
  3. Specify this information:
    Custom Group
    Specify the name and description of the custom group.
    Description
    Specify the description of the custom group.
    Effective Date
    Specify the date on which the custom group becomes effective.
    Business Class
    Select a business class. Infor applications have logic for custom groups that are created with the business classes. For example, BusinessClass = Employee ; Condition Set = PrimaryWorkAssignment.LegalEntity = "ICMGRP" then all employees that have a LegalEntity of ICMGRP will belong to this group.
    Condition

    Specify or build your condition, using LPL syntax. The condition defines the selection criteria for the custom group.

    If you do not know LPL syntax, click Builder to access the Condition Builder tool.

  4. To preview the employees that are of the custom group, click Preview.
    Note: The Preview button is enabled when a condition is specified in correct LPL syntax.

    The List Name field default is primary, which is the primary list for the business class.

    Select another list to see the same employees selected for the custom group, but with different information for those employees.

    Note: If you modify the list definition for the previewed list, reset the list modifications after you have previewed the list. If you do not resent, the list is changed everywhere it is used in the application.
  5. Click Save.
  6. Specify the subject or subjects for which the custom group is used.
    1. In the Business Class Group Subjects region, click Create.
    2. On the Custom Group Subject form, specify this information:
      Subject
      Select the context in which the custom group can be selected. Select HCMGroupCasePopulation.
      Note: Most custom group subjects include the string "Group." Filter the subject list on *Group* to display those subjects.
      Effective Date
      Select the date on which the custom group becomes selectable for the subject.
    3. Click Save.