You use the Reporting Groups window to define a reporting group and to associate programs and plans with the reporting group. You can also define which regulatory bodies and regulations govern the reporting group.
You can create reporting groups to represent:
Groups of programs and plans that you report on as a set by entering the reporting group name as a report parameter.
Self-service personnel actions, such as promotions or transfers, and to configure rules for these business processes.
Compensation plans for applicants on the Compensation page of iRecruitment.
Enter a unique Name for the reporting group.
Select the Global check box to include plans in the reporting group from any business group.
Select the Purpose of the reports that will be generated for this reporting group.
Select the Personnel Action purpose if you are defining a self-service action.
Select the iRecruitment purpose if you are defining plans for iRecruitment applicant offers. The Compensation page displays only reporting groups defined with the purpose of iRecruitment.
Enter a Description for the reporting group. The description that you enter for iRecruitment reporting group appears as an instruction text on the Enter Compensation page of iRecruitment.
Select the first Program Name if the reporting group is to consist of one or more programs.
Alternatively, select the first Plan Name in the reporting group.
Note: Ensure that you do not include the same plan in multiple reporting groups with the purpose iRecruitment.
Any row (record) in this table can include a Program Name or a Plan Name, but not both simultaneously. While it is unlikely that you would want to use the same reporting group to report at the program and plan levels, you could do so by choosing a Program Name for one record, and then choosing a Plan Name for each subsequent record in the reporting group.
Note: When a plan is selected, the Regulatory Bodies and Regulations button is enabled, indicating that you can define regulatory bodies for, and associate regulations with, that plan.
Save your work.