PowerSchool ERP System Administration

Posting Groups

The posting group setup for Human Resources Workflows enables you to assign multiple groups for each Recruitment Workflow type. The Posting Groups table allows you to: 

  • Search for posting groups by ID, name, or description.

  • Add, update, or delete posting groups.

  • Define rule definitions for a posting group and preview the results of the rules you create.

  • View the approval groups associated with the posting group once they are linked in the Approval Groups table.

  • Generate the Posting Groups Table report.

From the System Administration menu, select Workflow (Legacy). From the Human Resources Workflow Tables menu, select Posting Groups.

Action Bar

The following items display on the Action Bar after you generate a list of posting groups:

Copy

Enables you to add a new posting group by copying and modifying an existing one.

Preview

Displays the Posting Groups Preview page, which enables you to preview the posting group information that the system finds based on the group's rule definition.

If you are adding or updating an employee group, two additional action items are available when you are on the Rule Definition tab:

Insert Row

Displays a blank row for adding a statement above the current statement.

Delete Row

Removes the current statement from the rule definition.

Rule Definitions

Posting groups are defined by rule definitions. Rule definitions use the same logic as the Advanced Search function. An advanced search lets you define criteria using a wide range of fields associated with a particular type of record. You set up advanced search criteria using search statements and logical operators.

It is important to map out your posting groups to make sure the users fall into the rule definitions you define.

  • When the rule for a group has multiple statements, a posting must match each statement to be included in the group. Note, however, that some statements may be connected by the "Or" operator, in which case, the posting would have to satisfy only one of the connected statements.

  • If a posting does not match a statement or does not have a record for the areas referenced in the rule, the posting will not be included in the group.

Add a Posting Group

  1. Open the Posting Groups page.

  2. Click Add New. The Posting Group ID field displays the word AUTO and cannot be accessed. When a group is saved, the system assigns an ID number to this field that is the key to identifying the group.

  3. In the Details tab Posting Group Name field, enter a title for the group, and then enter the group Description.

  4. In the Rule Definitions tab, define the rules for the posting group.

  5. Click Accept.

Update a Posting Group

  1. Open the Posting Groups page.

  2. In the Search Criteria section, enter criteria identifying the posting groups to list, and then click Search.

  3. In the List section, select a group, and then click Accept.

  4. Update the fields in the Details and Rule Definitions tabs as needed.

  5. Click Accept.

Copy Posting Groups

Use this procedure to copy an existing group, and then modify its values to create a new group. This is especially useful when you have to set up numerous groups and the differences between them are relatively small. For example, each group would need a different name and description, but perhaps only the department name in its rule definition would have to be changed. In that case, you could re-use all the other statements in the rule definition.

  1. Open the Posting Groups page.

  2. In the Search Criteria section, enter criteria identifying the posting groups to list, and then click Search.

  3. In the List section, select the group you want to copy. From the action bar, click Copy. With the Copy item, you are put in add mode. All the information from the posting group you selected defaults to the Details and Rule Definitions tabs. The only difference is that the word COPY displays in front of the original text in the Posting Group Name field to indicate the copy is occurring. Edit as needed.

  4. On the Details and Rule Definitions tabs, enter your changes to set up the new posting group.

  5. Click Accept.

Preview Posting Groups

  1. Open the Posting Groups page.

  2. In the Search Criteria section, enter criteria identifying the employee groups to list, and then click Search.

  3. In the List section, select the group to preview. From the action bar, click Preview. The Posting Group Preview page displays a list of all postings that match the criteria defined by the rule definitions. The page's SQL Text field shows the SQL statement that was created from the rule definition. The SQL statement cannot be changed on the preview page; however, you can copy the statement if needed.

  4. Click Back.

Delete a Posting Group

  1. Open the Posting Groups page.

  2. In the Search Criteria section, enter criteria identifying the posting groups to list, and then click Search.

  3. In the List section, select the group to delete.

  4. Click Delete.

  5. In the Confirmation dialog, click Yes.

Generate the Posting Group Table Report

  1. Open the Posting Groups page.

  2. In the Search Criteria section, enter criteria identifying the posting groups to include in the report, and then click Search.

  3. Click Print.

  4. In the Print window, specify how to generate the report, and then click OK. The report's default file name is empgrprpt.rpt.

Fields and Descriptions

Details Tab

Field

Description

Posting Group ID

System-generated identification number for the posting group. The field defaults to Auto during add and is given the next available number when the posting group is saved.

Posting Group Name

The title of the posting group.

Description

A text field that can be used for more detailed information of the employee group.

Rule Definitions Tab

Field

Description

Area

Database table containing the field you want to include in your rule definition. Your selection determines the fields that display in the Item field.

Item

Database field you want to include in the rule definition. The fields that display are determined by the selection in the Area field. You will complete the statement by selecting the operator and field values the system will use to look for matching records in your database table.

Operation

Search operator you want the system to use in combination with the field values you enter in the next field. The operator determines how the system looks at the data in the field you selected as the Item.

For example, if you want the system to retrieve records with the values of 51, 52, 53, or 54 in the field specified, you would choose Is In (Comma Delimited) in the Operation field and then enter 51,52,53,54 as the field value.

Value

Values that the system will use with the indicated search operator when looking at the field selected from the Item drop-down list.

The Item and Operation fields determine how you will enter the Value. For instance, if you select a date field in the Item drop down list, you will need to enter your field value in the MM/DD/YYYY format. If you select Is In (Comma Delimited) in the Operation field, you will enter a series of values separated by commas.

If you select Between in the Operation field, then the EndingValue field will be accessible. You will enter a minimum value in the Value field and a maximum value in the EndingValue field. The system then returns records containing a value within the range you defined, including records with either the minimum or maximum value.

This field is not accessible when the Is Missing and Is Not Missing operators are used.

Ending Value

The maximum value when Between is selected in the Operation field. Refer to the Value field description.

Grouping

Logical operator that determines how the system relates this rule definition statement to the next one. This field tells the system whether to group this statement with the next one and how to process each statement when a new one is created.

Select one of the following options:

  • And: Includes this statement in the same group as the next one.

  • Or: Includes this statement in the same group as the next one.

  • And Group: Ends one statement group and begins a new one on the next line.

  • End: Indicates you have entered the last search statement. The last rule must contain this grouping.

Notes

Informational text for the rule.

Approval Groups Tab

This tab is display-only and not available when adding a posting group. The posting group is linked to an approval group through the Approval Groups option. For more information, refer to Approval Groups.

Field

Description

Approval Group ID

System-generated identification number for the approval group. The field defaults to Auto during add and is given the next available number when the approval group is saved.

Approval Group Name

The title of the approval group.

Workflow Type

The type of workflow the approval group is defined for.

Workflow Task

The task associated with the approval group.