Employee groups

Employee groups allow you to group a set of employees together. To define employee groups:

  • Based on common criteria

  • By grouping employees manually by employee number

  • A combination of both

To use existing employee groups as selection criteria to create groups within groups.

To use employee groups for performing online inquiries and running standard reports.

Within Payroll, you can use employee groups for creating automatic time records.

If you use Personnel Administration, you can use employee groups for creating personnel actions.

If you use the Time and Attendance application, you can use employee groups to determine eligibility for Time and Attendance plans.

If you use Benefits, you can use employee groups to determine:

  • Employee eligibility

  • Coverage

  • Contributions

  • General Ledger overrides

  • Benefit automation rules

  • Retiree status

After you define and update employee groups, employees are added into and removed from employee groups as they are added and changed on employee records. You do not need to update the group when employees change or are added to the system.

When you change the criteria of a group or create a new group, you must recompile the employee groups.

Example: Benefit Eligibility

Two Rivers Company offers a special health plan to full-time salaried employees working in either Two Rivers Hospital. Therefore, an employee is defined for benefit eligibility using the following selection criteria:

Process Level Grove Hospital River Bend Hospital
Employee Status Full Time Full Time
Salary Class Salaried Salaried

Example: Employee Number Group

Grove Cafe needs an address listing for the softball team, so an employee group is created. Because the members of the softball team do not share specific selection criteria, the group is defined by manually adding employees to the group.

Example: Vacation Plan

Two Rivers Company offers a special vacation plan to full-time salaried employees reporting directly to the CEO. Therefore, an employee group is defined using the following selection criteria:

Employee Status Full-time
Salary Class Salaried
Supervisor CEO

Harold Sanchez (employee #124) is also eligible for this plan but is not a full-time employee. Because he does not meet the above selection criteria, but is eligible for the same vacation plan as the others in the group, the group was defined to also include employee #124.

Example: Time Record Creation

Two Rivers Company defined two employee groups for time record creation. One employee group named HOURLY is defined for active hourly employees using the following selection criteria:

Status Active
Salary Class Hourly

A second employee group named SALARIED is defined for active salary employees is defined using the following selection criteria:

Status Active
Salary Class Salaried

Example: Group of Groups

At the end of the fiscal year Two Rivers gives all the active employees a flat dollar bonus amount. Therefore, an employee group is defined using both groups in the above. Example: Time Record Creation

Employee Group HOURLY SALARY