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  • We have a view of orgs and parent id's, and a view of assignments of org to person
  • There are a few loader jobs:
    • One that manages all the leaf node orgs groups (assigns people to org groups)
    • One that manages all the non-leaf rollup nodes (assigns orgs to parent org groups)
    • One that manages Penn "centers" which are our high level organizations (assigns direct center children orgs to center groups)
    • One that manages contractor groups.  We dont have contractors assigned in our org structure, so we manage them through attributes in our person database.  Then we can manually make other groups next to the org rollup which includes the org rollup and the contractor group
  • We will run all these jobs once daily after our payroll jobs run
  • Grouper include/exclude automatically creates include and exclude lists which are tacked on to the system of record group.  This is useful in loader jobs since the loader system of record list is resynced with the DB query with each run, so manual changes will be undone.  Penn actually only needs "include" lists, not exclude at this point (use case is VP's are in a different org than the org they manage, so we want to add them in).  So we will have include/exclude groups on the rollup groups, the centers groups, and the contractor groups.  We dont think we will need them on the leaf nodes, though if we have a need later, we can add it in.  The reason not to do this is performance, it creates a bunch more groups and memberships.

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