Filtering Work Assignments by multiple HR Organization Parent Unit Levels

Does anyone have an optimized way to filter Work Assignments by HR Organization Unit ancestors multiple levels up?

For instance, if I want to filter primary Work Assignments by the third level parent above the Work Assignment's HR Organization Unit I can use the filter below....

IsPrimary and HROrganizationUnit.ParentUnit.ParentUnit.ParentUnit = 123

This functions but is rather slow and resource intensive.

I'm wondering if anyone has any optimized solutions for traversing multiple levels of the HR Organization Unit tree.

Thanks!
Andy

Find more posts tagged with

Accepted answers

All comments

unknown

We added custom fields to the HROrganizationUnit business class to store the org unit, short description and description of each of the above levels in the org structure. This allows us to identify above levels at any point in the org structure. So, when we link to the HROrganizationUnit business class from the WorkAssignment business class by the HROrganizationUnit field, we can identify and filter on any above org unit.

karen-mackenzie

this is pretty much what we did too. I don't think we made it visible to leaders or employees, but HR and Admins can see and use for filtering purposes.

karen-mackenzie

now that I look at it though, looks like ours is on the Employee business class.

andy

Thanks Mike, we're considering doing something similar.

Have you noticed any performance issues? How many ancestor levels deep did you go? The entire hierarchy?

It seems like Infor should provide a shadow table to assist with this. I might put in an enhancement request. They already have a shadow table for ActorGroupMember, and there are a bunch of shadow tables on the FSM side, so the flattening of hierarchies already exists in the application.

andy

Thanks Karen, glad to have insight into how other orgs are dealing with this issue.

Have you seen any performance issues filtering against those user fields on the Employee?

unknown

We have not noticed any performance degradation in our ISD queries. This customization definitely reduces time for pulling reports and needing to do Vlookups to accomplish the same thing.

unknown

Are you aware of ActorOrgUnit, which does something similar, but only for the Actors assigned to an organization unit? RebuildActorOrgUnit propagates permissions assigned to an actor at some higher level organization unit down through all subordinate organization units inheriting the same permissions for that actor in the lower level organization units unless permissions for that actor are overridden as some lower level.

andy

Thanks Ben! This looks exactly like what I was looking for.
Can you get back to the Employee from Actor? I'm assuming so since it's be linked with an Employee Agent, but I'm not sure I've got the syntax right.

I've tried...

Actor.agent(Employee).Employee

and some similar variations, but that doesn't seem to work.

Any thoughts where I'm going wrong?

Copyright © 2025 Infor. All rights reserved.