You use the Criteria Definition window to create an extract criteria profile that limits the results of a system extract to records that match your extract criteria.

   To define an extract criteria profile:

1. Enter an extract criteria Profile Name or query an existing profile that you want to modify.

2. Choose a tabbed region that represents a criteria category you want to include in your profile.

   • People limits your extract results to an individual or to people who meet the criteria you select, such as assignment location, organization, or benefits group.

   • Benefits limits your extract results to a particular plan or reporting group, including dependents.

   • Changes limits the extract to data that has changed according to a number of criteria types such as element and input values.

   • Payroll limits the extract to specified types of payroll and element entries.

   • Communications limits the extract to specific communication types and dates.

   • Premium enables you to extract premiums for a single month or for a range of dates, or restrict a premium extract to the last occurrence of a record update.

   • Compensation limits the data extract to specific plans that you have defined in Compensation Workbench.

   • Sub Header limits the data extract based on non-person data, such as organization, position, or payroll, that you include in the sub header region of the extract file layout.

   • Advanced criteria creates an extract for a change event when you have complex criteria for selecting records; you can select records for a change event over one or more periods of time, and by the actual date and/or effective date of change.

   Note: If you define an extract criteria profile that uses change events, you must enable these change events in the Application Utilities Lookups window. Query the Lookup code BEN_EXT_CHG_EVT and select Enable for each change event you want to enable.

3. Select a Criteria Type that limits the records to include in this extract.

4. Select a criteria value based on the criteria type you selected.

5. Check the Exclude field if this criteria type and value is excluded from appearing in your extract.

   If you select Person Assignment Set, and the set you already defined in Payroll is set to Exclude, checking Exclude here would actually include the data in the assignment set.

6. Optionally, select Rule to use a FastFormula rule that you have written to filter data based on criteria that you define.

   Use the Extract Person Inclusion rule type for People criteria, or the Extract Sub Header Inclusion rule type for Sub Header criteria.

7. Repeat steps 2-6 for each criterion that you are including in this extract criteria profile.

8. Save your work.

   To define an extra criteria profile using Advanced criteria:

1. Enter or query an extract profile in the Profile Name field.

2. Select the criteria types and values that you want to include in this extract criteria profile.

3. Choose the Advanced tab.

4. Select the Criteria Type of Combination.

5. Navigate to the Advanced Criteria window by clicking into a Value row and choosing the Details button.

6. Select a Criteria Type. Choose from:

   • Change Actual Date

   • Change Effective Date

   • Change Event

7. Select an Operator to limit the criteria values.

   Note: For change dates, select either equals (=) or between as the operator. For change events, select either equals (=) or does not equal (!=).

8. Select a change value in the Value 1 field.

   Note: For change dates, select a value that specifies a period of time, such as Last Day of Previous Month. For change events, select a particular change event.

9. Select another value in the Value 2 field if you are adding more criteria values to this extract profile or if you are comparing values in the Value 1 and Value 2 fields.

10. Save your work.