- What are My Groups?
- How do I enable My Groups in Provisioning?
- How long will the old Dynamic Groups be supported?
- How do I create new groups?
- What field categories are available to define groups?
- Where can I use groups in the suite?
- Using Groups in Dashboards Filter Options.
- Using Groups in Matrix Grid Reports.
- Using Groups in Admin Pages: Granting Succession Planning Permission to a Group.
- Does this automate permissions management? (No).
- How are permissions enforced when a group is used?
- How do groups work with Administrative Domains?
- Can I share my groups? (No)
- Can administrators manage groups for other users?
- What are the cool new features in this tool?
- Reporting on Inactive Users
- How to configure if Employee Central is enabled
What are My Groups?
- My Groups is a feature that allow users to create their own people based group definitions which can be used in several locations in the application, like reporting or administrative tasks. My Groups are essentially saved queried criteria on users.
My Groups is an upgrade to the dynamic groups feature. It includes a Groups management screen under Options --> Groups, a new look and feel for creating and editing group definitions, and major enhancements to group editing for more powerful group definitions.
How long will the old Dynamic Groups be supported?
- We do not have any current plans to stop supporting the old Dynamic Groups. However, we do not want to add any new customers to the old feature.
NOTE: There is no migration path from the old dynamic groups to the new dynamic groups. Users will have to create desired new groups from scratch. Turning on the new version of dynamic groups will not harm the old groups. The new groups are kept in a different framework.
You can go back and forth between the two groups framework without side effect, but there is no way to move the groups definitions between frameworks.
How do I create new groups?
- After the "Dynamic Groups V2 (My Groups)" feature has been enabled in provisioning, you can log into the application as any user and create a group. To create a group, go to "Options --> Groups".
Select the button labeled "Create New Group".
Name your group, and start defining your field categories. For example, if you want a group of all users hired before October 1, 2009, select
the "Hire Date" field category in the drop down titled "Pick a category…".
You can make multiple selections within a single category, and you can select multiple categories. For example, if you want a group of "All the engineers and product managers in San Mateo", you would define this as with two categories as follows:
- Pick category "Department" from the dropdown titled "Pick a category". You will see a popup with a list of departments presented.
- Select "Engineering" and "Product Management" from the list of departments.
- Select the button labeled "Add Another Category".
- Pick category "Location". You will see a popup with a list of locations presented.
- Select "San Mateo" from the list of locations.
What field categories are available to define groups?
- Below is a list of field ids from the Succession Data Model that can be configured to appear in Dynamic Groups. The actual fields available for each client will differ based on your data model configuration!
- The actual order of appearance for these fields in the Groups Edit Screen will be alphabetized by the field label value in the user's selected language.
- In order for these fields to be accessible to the groups definition tool, the field permissions must be configured in the Succession Data Model as viewable by all (also known as "star readable" fields) This means that when you make a field available for use with groups, it will now by default be available to all users anywhere you have it in use, therefore you would not want to use any field that is restricted to only certain roles.
An example of star readable fields is:
<description>Allow everyone to read non-sensitive data</description>
Further Restricting the List of Exposed Fields
- You can further restrict the fields exposed in My Groups by explicitly listing the field id's to expose. This is done by an SAP-SuccessFactors support person in the Employee Files Data Model, using the <dg-filters> tag as shown below. Consult the sf-form.dtd for more details.
In the example below only the data model fields for department and location will be available as filters in the groups feature.
Where can I use groups in the suite?
- Groups can be defined in Options --> Groups. Groups can then be used in Filter Options under the Reports tab, and also in Admin Tools in actions that apply to groups.
Using Groups in Dashboards Filter Options
Using Groups in Matrix Grid Reports
Using Groups in Admin Pages: Granting Succession Planning Permission to
- IMPORTANT: This does not automate permissions. Instead, permissions will be granted to the users that match the group definition at the moment you grant the permissions. See explanation below.
- Does this automate permissions management? (No)
No. Automation of permissions linked to dynamic groups requires major infrastructure work to perform properly. This is a high priority project that the platform team is currently designing in the project we are calling automated role based security. The enhancements made to dynamic groups in this release is an important prerequisite milestone towards the goal of an automated permissions system.
Until permissions are automated, granting permissions to groups today will grant to the users that match the group definition at the moment the action is invoked. For example, if you have a group defined as "Dept=Engineering", and there are 10 users in the group, then granting permission to this group will give permissions to the 10 users. If tomorrow a new user is hired into Engineering, they will not automatically get the permission.
How are permissions enforced when a group is used?
- Permissions are always enforced contextually when a group is used. For example, consider a group defined as "All Employees in San Mateo". If you use this group in the Performance-Potential Matrix report, where your permissions are set to allow you to report only on the Engineering department, then the net result of the report output will be "All Engineers in San Mateo". In tech-speak this is the intersection of your group definition with your contextual permissions.
In summary, permissions are always enforced.
How do groups work with Administrative Domains?
- Administrative Domains are just another contextual permissions setting that controls access to people. The rule above (permissions are always enforced) applies. There is no exception to this rule.
For example, suppose you have defined a group as "All people in the Sales Department". If your Administrative Domain is restricted to "All people in the Software Division", then using this group to Mass Create Forms would result in forms being created for "All people in the Sales Department of the Software Division". In other words, it is an intersection of your group definition with the administrative domain. This is the same example as above in reporting context.
Permissions are always applied. In tech-speak, we intersect the permissions restrictions with your group definition.
Can I share my groups? (No)
- No, My Groups are not shared. Groups created by a user are visible only to the user that created them. We may consider sharing features at
a future date.
- Can administrators manage groups for other users?
No. My Groups are private to the user. Only a user can see the groups they create.
- What are the cool new features in this tool?
My Groups are useful because users can save lots of group definitions to make repeatable tasks like reporting or administrative actions easier. A summary of the cool new features in this release is listed below.
Lots of new user fields available to define a group.
New Groups Management page under Options.
Major Team Filter Enhancements.
Multiple People Pools.
Group membership can be locked.
Group Membership count displayed, with drill in to view users.
We increased the number of user fields available to define groups. See the section above that describes what fields are available.
New Groups Management Page under Options
The Groups Management page under Options gives you a central page to perform tasks like create, edit, delete and clone your groups. You can also hide or show your groups. This will control whether the group appears in the drops downs lists where groups are usable in the suite
(like Dashboard Filters).
Hiding a Group
Deselect the SHOW checkbox in your groups list.
- Team View Enhancements
The Team View category allows you to define hierarchical groups with multiple levels, even when using Matrix, HR and Custom reporting relationships. For example, you can define a group of two levels deep using the Matrix Reporting relationship, in the following fashion:
"Carla Grant's Matrix Reports, and the Direct Reports of Carla's Matrix Reports".
- Multiple People Pools
Each group can have multiple people pools. People pools are used to identify people who meet your criteria. For example, say you have 2 different offices: Office A and Office B. Each office has a Sales team and a Finance team.
Use one Pool when:
Everyone fits in your search criteria, such as: You want to include Sales employees and Finance employees from both offices.
Use multiple Pools when:
Only some people fit in each search criteria, such as: You only want to include Sales employees from Office A and Finance employees from Office B. You'll need to create two separate pools.
Locking Group Membership
- Group definitions are basically stored queries. Their membership is therefore dynamic. The number of people in the group today can be different than the number of people in the group tomorrow. For example, if you have a group defined as "Everyone in the Engineering department", then if a new person is hired tomorrow, the membership is augmented by one.
If you do not want your membership to change, you can lock the group membership. This will save the list of users that meet the group criteria at the time you lock the group.
- Once a group is locked, you cannot edit the group membership. To edit the membership, you must unlock the group. Note that unlocking a group will lose the locked membership, and the group will return to being dynamic.
- Group Membership Count with Drill Down
You can view the list of members in the group by selecting the membership count. The group membership count is displayed in the Groups Management page and in the Group Edit page. While in the Group Edit page, to view the latest count on the group membership, select the "Update" button.
Reporting on Inactive Users
- Special consideration needs to be made when you are using My Groups when you need to report on inactive employees. Keep in mind that deactivated users are totally removed from any dynamic groups that they may have been a part of.
- Therefore when you run the detailed document search report and you want to find forms for inactive users, then you must uncheck all the Groups filters. Think of the groups filters as exclusive, not inclusive. When including the group filters you are saying don't include people not in these groups, so forms of inactive people will not be in results.
- To report on forms for inactive users just use the other filter options such as div, dept, location etc. and uncheck the Include Active Users Only option. You will see the inactive people show in the results.
How to configure if Employee Central is enabled
Please refer to KBA 2432747 - "My Groups - Dynamic Groups - How to configure if Employee Central is enabled"
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