Dynamic group membership is defined by a set of criteria. A nightly process assigns employees the group based on those criteria.

Step 1: Navigate to Dynamic Group.

• Menu > Set up HCM > Security > Time and Labor Security > Dynamic Group

Step 2: Open the Add a New Value page.

• Optionally, you can add the permission list to an existing Dynamic Group.

Step 3: Enter a Time Reporter Group ID.

• The group name must start with your campus 2-letter initials

Step 4: Click Add

• The Selection Criteria page opens.

Step 5: On the Selection Criteria page, complete the fields:

• Description
• Short Description

Step 6: Complete the Set Parameters section:

1. Record: Job
2. Field Name: COMPANY
3. Field Value: [Your Campus]

• CSU Requirements:
  • All fields with asterisks are required.
  • All group ID must have Job.
  • Fieldname Company must be your campus value (if you do not include this value, the data will pull from all campuses)
  • Use the Plus (+) button to add campus requirements, if needed.

Step 7: Click Create SQL.

Step 8: Confirm the Where clause was generated.

Step 9: Open Security by Group tab.

Step 10: Use the Search icon to open the Permission List Lookup.

Step 11: Search for and select your Permission List.

• Click on permission list associated with dynamic group

Step 12: Click Save.

Appendix:  Additional Articles to Secure Data:

• Create and configure a row-level permission list
• Set up Organization Defaults
• Authorize Data by Department Tree
• Authorize Data by Permission List
• Assign Row Level Permission List to a User
• Refresh Security Join Tables
• Authorize Data by Dynamic Group
• Refresh Dynamic Group
• Authorize Data by Static Group
• Authorize Data by TL Permission List Security

End of Article