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Contents
List of Figures
Title and Copyright Information
Preface
Audience
JD Edwards EnterpriseOne Products
Documentation Accessibility
Related Documents
Conventions
1
Introduction to JD Edwards EnterpriseOne HCM Fundamentals
1.1
JD Edwards EnterpriseOne HCM Fundamentals Overview
1.2
JD Edwards EnterpriseOne HCM Fundamentals Integrations
1.3
JD Edwards EnterpriseOne HCM Fundamentals Implementation
1.3.1
Global Implementation Steps
1.3.2
Implementation Steps for HCM Fundamentals
1.4
Business Interface Integration Objects
2
Understanding Human Capital Management Fundamentals
2.1
System Features
2.1.1
Comprehensive Employee Information
2.1.2
Integrated Employee History and Turnover Analysis
2.1.3
Complete Job Information
2.1.4
Complete Time and Labor Tracking
2.1.5
Parent/Child Relationship Reporting
2.2
HCM Self Service
2.2.1
Human Resources
2.2.2
Payroll
2.2.3
Time and Labor
2.2.4
System Integration for Self-Service
2.3
General System Setup
2.4
Tables Used by Human Capital Management Fundamentals
3
Setting Up System Options
3.1
Prerequisites
3.2
Setting Up System Controls
3.2.1
Understanding System Controls for Human Capital Management
3.2.2
Understanding System Controls for Human Capital Management Self-Service
3.2.3
Forms Used to Set Up System Controls
3.2.4
Setting Up System Controls for Human Capital Management
3.2.5
Setting Up System Controls for Human Capital Management Self-Service
3.3
Setting Up General Options
3.3.1
System Options Setup
3.3.2
Forms Used to Set Up General Options
3.3.3
Setting Up System Options
3.3.4
Setting Up Position Control Options
3.4
Setting Up Company Options
3.4.1
Understanding Company Option Setup
3.4.2
Prerequisite
3.4.3
Form Used to Set Up Company Options
3.4.4
Setting Up Company Options
3.4.4.1
Options
3.4.4.2
Address
3.4.4.3
Additional Options
3.5
Setting Up Business Unit Information
3.5.1
Understanding Business Unit Constants Setup
3.5.2
Forms Used to Set Up Business Unit Constants
3.5.3
Setting Up Business Unit Constants
3.5.4
Setting Up Auto Deposit Instructions for a Business Unit
4
Setting Up Employee Information
4.1
Understanding Employee Information Setup
4.2
Prerequisite
4.3
Reserving Employee Records
4.3.1
Understanding Record Reservation
4.3.1.1
Record Reservation Releases
4.3.2
Form Used to Release a Record Reservation
4.3.3
Activating Record Reservation
4.3.4
Releasing a Record Reservation
4.4
Defining Category Codes
4.4.1
Understanding Category Code Definition
4.4.2
Form Used to Define Category Codes
4.4.3
Defining Category Codes
4.5
Choosing Fields for Future Data Revisions
4.5.1
Form Used to Choose Fields for Future Data Revisions
4.5.2
Choosing Fields for Future Data Revisions
4.6
Setting Up Employee History and Turnover Tracking
4.6.1
Understanding Employee History and Turnover Tracking Setup
4.6.1.1
Data Selection for History Tracking Purposes
4.6.1.2
History and Turnover Tracking Initialization
4.6.1.3
Forms Used to Choose Data for History Tracking Purposes
4.6.2
Choosing Data for History Tracking
4.6.3
Initializing History and Turnover Tracking
4.6.4
Setting Processing Options for Initialize Employee History and Turnover (R050810)
4.6.4.1
Initialize
4.7
Setting Up Job Information for Employees
4.7.1
Understanding Job Information for Employees
4.7.1.1
Job Classification Constants
4.7.1.2
Business Unit and Job Cross-References
4.7.1.3
Union Local and Job Cross-References
4.7.2
Prerequisites
4.7.3
Forms Used to Set Up Job Information for Employees
4.7.4
Setting Up Job Classification Constants
4.7.5
Cross Reference Business Units and Jobs
4.7.6
Setting Up Union Local Cross-References
4.8
Setting Up Earnings Information for Employees
4.8.1
Understanding Earnings Information Setup
4.8.1.1
Shift-Rate Differentials
4.8.1.2
Occupational Pay Rates
4.8.1.3
Pay Type Cross-References
4.8.1.4
Synchronize Employee Master Rates with Union Rates
4.8.2
Form Used to Set Up Earnings Information
4.8.3
Setting Up Shift-Rate Differentials
4.8.4
Setting Up Occupational Pay Rates
4.8.5
Setting Up Pay Type Cross-Reference Tables
4.8.6
Running Synchronize Employee Master with Union Rates (R059122)
4.8.7
Setting Processing Options for Synchronize Employee Master with Union Rates (R059122)
4.8.7.1
Date
4.8.7.2
Employee History
4.8.7.3
Process
5
Setting Up Tax Information
5.1
Understanding Tax Information Setup
5.1.1
Tax Information Setup
5.2
Prerequisites
5.3
Setting Up Tax Area Information
5.3.1
Understanding Tax Area Information Setup
5.3.2
Form Used to Set Up Tax Area Information
5.3.3
Setting Up Tax Area Information
5.4
Setting Up Corporate Tax IDs
5.4.1
Forms Used to Set Up Corporate Tax IDs
5.4.2
Setting Up Corporate Tax IDs
5.5
Setting Up Common Paymaster
5.5.1
(USA) Understanding State Common Paymaster
5.5.2
(CAN) Understanding Common Paymaster for Canada
5.5.3
Prerequisite
5.5.4
Forms Used to Set Up Common Paymaster
5.5.5
Setting Up Common Paymaster for a Company
5.5.6
(CAN) Setting Up an EI Rate Code for Common Paymaster
5.6
Setting up the Quantum Geocoder
5.6.1
Understanding Quantum for Payroll
5.6.1.1
GeoCoder Setup
5.6.2
Prerequisites
5.6.3
Form Used to Set Up the Quantum GeoCoder
5.6.4
Activating Quantum for Payroll
5.6.5
Testing the Quantum Connection
5.6.6
Setting Up the GeoCoder
5.7
Updating Vertex Information
5.7.1
Understanding Vertex Updates
5.7.1.1
Update Tax Area Table Report
5.7.1.2
GeoCoder Employee Batch Processing Report
5.7.1.3
Cost Center Tax Area Processing Report
5.7.1.4
Populate Vertex Filing Status Process Program
5.7.2
Running the Update Tax Area Table Report
5.7.3
Setting Processing Options for Update Tax Area Table (R07500)
5.7.3.1
Default
5.7.4
Running the GeoCoder Employee Batch Processing Report
5.7.5
Setting Processing Options for GeoCoder Employee Batch Processing (R070103)
5.7.5.1
Process
5.7.6
Running the Cost Center Tax Area Processing Report
5.7.7
Setting Processing Options for Cost Center Tax Area Processing (R079052)
5.7.7.1
Process
5.7.8
Running the Populate Vertex Filing Status Process Program
5.7.9
Setting Processing Options for Populate Vertex Filing Status Process (R0701730)
5.7.9.1
Default
6
Setting Up Workflow
6.1
Understanding Workflow
6.2
Understanding Workflow Setup for Human Capital Management
6.2.1
Workflow Setup for Human Capital Management
6.3
Understanding Recipients and Recipients Rules Setup
6.4
Understanding the Process Master Verification Processes
6.5
Prerequisite
6.6
Setting Up Workflow for Human Capital Management
6.6.1
Forms Used to Set Up Workflow for Human Capital Management
6.6.2
Creating a New Workflow Process
7
Setting Up Web Mail Merge
7.1
Understanding Web Mail Merge Setup
7.2
Prerequisite
7.3
Setting Processing Options for Web Mail Merge Workbench (P05WMMWB)
7.3.1
Default
7.4
Setting Up Web Mail Merge Templates
7.4.1
Understanding Web Mail Merge Template Management
7.4.2
Prerequisite
7.4.3
Form Used to Set Up Web Mail Merge Templates
7.4.4
Setting Up a Web Mail Merge Queue
7.4.5
Migrating Mail Merge Templates
7.5
Setting Up Web Mail Merge Data Structures
7.5.1
Understanding Web Mail Merge Data Structures
7.5.2
Prerequisites
7.5.3
Forms Used to Set Up Web Mail Merge Data Structures
7.5.4
Manually Constructing a Data Structure
7.5.5
Generating a Data Structure From a Template Document
7.5.6
Generating an Updated Data Structure From an Existing Data Structure
8
Setting Up User-Defined Information
8.1
Understanding User-Defined Information Setup
8.2
User-Defined Codes for Human Capital Management Systems
8.3
User-Defined Codes for Human Capital Management Foundation
8.3.1
Accomplishment Type (05/AT)
8.3.2
Arrearage Method (05A/AR)
8.3.3
Bank Transit (06/BC)
8.3.4
Based On Date (08/BO)
8.3.5
Benefit Enrollment Events (08/BE)
8.3.6
Change Reason (06/T)
8.3.7
Check Route (07/CR)
8.3.8
Competency Change Reason (05/CH)
8.3.9
Competency Type (05/CY)
8.3.10
Default Autopay Type (06/20)
8.3.11
Delegate Authorization Type (08/AY)
8.3.12
Employee Benefit Status (06/EA)
8.3.13
Employee Setup Action (08/S3)
8.3.14
Employee Setup Status (08/S1)
8.3.15
Employment Status (07/ES)
8.3.16
French Language PDBA (06/LF)
8.3.17
Gap Reason (08/GN)
8.3.18
Goal Type (05/GT)
8.3.19
Institution (05/IC)
8.3.20
Investment Group (06/AI)
8.3.21
Job Evaluation Method (08/EM)
8.3.22
Job Group (08/JG)
8.3.23
Job Status Change Reason (08/JC)
8.3.24
Job Status (08/JS)
8.3.25
Licensing Body (05/LB)
8.3.26
Locality (07/SL)
8.3.27
Pay Frequency (07/PF)
8.3.28
Pay Status (06/PS)
8.3.29
Pay Type/Print Method Category (06/PC)
8.3.30
Record Type (05/RT)
8.3.31
Report Category (08/RP)
8.3.32
Renewal (05/RC)
8.3.33
Salutation (06/SA)
8.3.34
Shift (00/SH)
8.3.35
Source (08/SS)
8.3.36
Spending Account Type (06/FS)
8.3.37
Status (05/CR)
8.3.38
Status Change Type (08/S4)
8.3.39
Statutory (06/SC)
8.3.40
Suffix (06/SF)
8.3.41
Supplemental Data UDCs
8.3.42
Team (05/TM)
8.3.43
Training Type (05/TY)
8.3.44
Training Provider (05/PR)
8.3.45
Training Reason (05/TN)
8.3.46
Tax Method (06/TM)
8.3.47
Type of Increase Next Review (06/RV)
8.3.48
Type of Structure (00/TS)
8.3.49
Union (06/UN)
8.3.50
User Defined Competency Description (08/UD)
8.3.51
Verification Method Codes (05/VM)
8.3.52
Work Schedule Codes (05A/WS)
8.3.53
Workers' Compensation Insurance (00/W)
8.4
(USA) User-Defined Codes for the United States
8.4.1
Home City Codes (06/W1)
8.4.2
I-9 Status Codes (07/HN)
8.4.3
School District Codes (06/SD)
8.4.4
Working County Codes (06/W2)
8.4.5
EEO Job (06/J)
8.4.6
Ethnic (06/M)
8.4.7
Marital Status (06/MS)
9
Setting Up Pay Types
9.1
Understanding Pay Type Setup
9.2
Prerequisite
9.3
Setting Up Pay Types
9.3.1
Forms Used to Set Up Pay Types
9.3.2
Setting Up Pay Types
9.3.3
Setting Up Tax Exemptions for Pay Types
10
Setting Up Deductions, Benefits, and Accruals
10.1
Understanding DBAs
10.1.1
DBAs
10.1.2
A Comparison of Benefits and Accruals
10.1.3
DBA Calculation
10.1.3.1
Example: DBA Calculations
10.1.4
Arrearage Methods
10.1.4.1
Example 1
10.1.4.2
Example 2
10.1.4.3
Example 3
10.1.5
DBA Verification
10.2
Understanding DBA Setup
10.2.1
Essential DBA Information Setup
10.2.2
Basis of Calculation for a DBA
10.2.3
PDBA Effective Dates
10.2.3.1
Effective Dates in DBAs
10.2.3.2
Effective Dates in Time Entry
10.2.4
Setup Considerations for DBAs
10.2.4.1
Assigning DBA Codes
10.2.4.2
Assigning DBAs to Employees
10.2.4.3
Example: DBA Amounts as a One-Time Override
10.3
Setting Up DBA Information
10.3.1
Understanding Basis of Calculation Setup
10.3.1.1
Basis of Calculation Hierarchy
10.3.2
Forms Used to Set Up Basic DBA Information
10.3.3
Adding Basic DBA Information
10.3.4
Setting Up the Basis of Calculation
10.4
Setting Up Table Method DBAs
10.4.1
Understanding Table Method DBAs
10.4.1.1
Methods of Calculation
10.4.1.2
Table Methods
10.4.1.3
Calculation Tables
10.4.1.4
Calculating Accruals Using Days and Weeks
10.4.2
Understanding Reviewing Table Methods
10.4.3
Understanding Setting Up Calculation Tables
10.4.4
Understanding Attaching Calculation Tables to DBAs
10.4.5
Forms Used to Set Up Table Method DBAs
10.4.6
Reviewing Table Method Descriptions and Methods of Calculation
10.4.7
Reviewing All Calculations Associated with a Table Method
10.4.8
Reviewing a Single Calculation Associated with a Table Method
10.4.9
Setting Up Calculation Tables
10.4.10
Setting Up a Retirement Plan Calculation Table (Release 9.1 Update)
10.4.11
Attaching Calculation Tables to DBAs
10.5
Setting Up General Accounting and Arrearage Information
10.5.1
Form Used to Set Up General Accounting and Arrearage Information
10.5.2
Setting Up General Accounting and Arrearage Information
10.6
Setting Up Group Plan DBAs
10.6.1
Understanding Group Plan DBA Setup
10.6.2
Prerequisite
10.6.3
Forms Used to Set Up Group Plan DBAs
10.6.4
Setting Processing Options for Group Plan DBA Setup (P059101)
10.6.4.1
Default
10.6.5
Setting Up Group Plan DBAs
10.7
Setting Up Tax Status for DBAs
10.7.1
Understanding Tax Status Setup for Deductions
10.7.2
Understanding Tax Status Setup for Benefits
10.7.3
Forms Used to Set Up Tax Status for DBAs
10.7.4
Setting Up Tax Status for Deductions
10.7.5
Setting Up Tax Status for Benefits
11
Setting Up Additional Information for DBAs
11.1
Setting Up Rollover Information for DBAs
11.1.1
Understanding Rollover Information Setup for DBAs
11.1.1.1
Example: Limits on Vacation or Sick-Leave Rollover
11.1.1.2
Example: Vacation Rollover for Time Not Immediately Available
11.1.1.3
Example: Vacation Rollover for Time Immediately Available
11.1.1.4
Example: Vacation Rollover with an ITD Limit
11.1.2
Prerequisite
11.1.3
Forms Used to Set Up Rollover Information for DBAs
11.1.4
Creating Rollover Calculation Tables for DBAs
11.1.5
Setting Up Rollover Information for DBAs
11.2
Setting Up Category Codes for DBAs
11.2.1
Understanding Category Code Setup for DBAs
11.2.2
Form Used to Set Up Category Codes for DBAs
11.2.3
Setting Up Category Codes for DBAs
11.3
Adding Text to DBAs
11.3.1
Form Used to Add Text to DBAs
11.3.2
Adding Text to DBAs
11.4
Setting Up a DBA Based on Another DBA
11.4.1
Understanding DBA Setup Based on Another DBA
11.4.2
Form Used to Set Up a DBA Based on Another DBA
11.4.3
Setting Up a DBA Based on Another DBA
11.5
Setting Up Group Limits for DBAs (Release 9.1 Update)
11.5.1
Understanding Group Limits Setup for DBAs
11.5.2
Forms Used to Set Up Group Limits for DBAs
11.5.3
Setting Up Group Limits for DBAs
12
Setting Up Tax-Deferred and Taxable PDBAs
12.1
Setting Up Limits for Tax-Deferred Compensation Deductions
12.1.1
Understanding Tax-Deferred Compensation Limits
12.1.2
Prerequisite
12.1.3
Forms Used to Set Up Limits for Tax-Deferred Compensation Deductions
12.1.4
Setting Up Limits for Tax-Deferred Compensation Deductions
12.2
(USA) Setting Up Tax-Deferred Compensation Deductions for the U.S.
12.2.1
Understanding Tax-Deferred Compensation Deductions Setup for the U.S.
12.2.2
Forms Used to Set Up Tax-Deferred Compensation Deductions for the U.S.
12.2.3
Setting Up Tax-Deferred Compensation Deductions for the U.S.
12.2.4
Setting Up 401K, 401K Roth, 401K Catch Up, and 401K Roth Catch Up Deduction Types (Release 9.1 Update)
12.3
(USA) Setting Up Taxable Fringe Benefits for the U.S.
12.3.1
Understanding Taxable Fringe Benefit Setup for the U.S.
12.3.2
Forms Used to Set Up Taxable Fringe Benefits for the U.S.
12.3.3
Setting Up Taxable Fringe Benefits for the U.S.
13
Setting Up Advanced DBAs
13.1
Understanding Advanced DBA Setup
13.2
Setting Up Advance Deductions
13.2.1
Forms Used to Set Up Advance Deductions
13.2.2
Setting Up Advance Deductions
13.3
Setting Up a Deduction DBA to Adjust Negative Pay
13.3.1
Understanding Deduction DBA Setup to Adjust Negative Pay
13.3.1.1
Example: Payroll Calculations to Adjust Negative Pay
13.3.2
Forms Used to Set Up a Deduction DBA to Adjust Negative Pay
13.3.3
Setting Up a Deduction DBA to Adjust Negative Pay
13.4
Setting Up a Deduction DBA for Overpayment
13.4.1
Understanding Deduction DBA Setup for Overpayment
13.4.2
Prerequisites
13.4.3
Form Used to Set Up a Deduction DBA for Overpayment
13.4.4
Setting Up a Deduction DBA for Overpayment
13.5
Setting Up a DBA to Calculate If No Gross Pay
13.5.1
Understanding DBA Setup to Calculate If No Gross Pay
13.5.2
Forms Used to Set Up a DBA to Calculate If No Gross Pay
13.5.3
Setting Up a DBA to Calculate If No Gross Pay
13.6
Setting Up Rollup and Master Accrual DBAs for Sick Accrual Requirements (Release 9.1 Update)
13.6.1
Prerequisites
13.6.2
Creating Rollup Sick Pay Accruals
13.6.3
Creating Master Sick Pay Accruals
13.6.4
Sick Accrual Calculation in Different Scenarios
13.6.4.1
Rollup Sick Accrual for an Employee Working in One Jurisdiction
13.6.4.2
Rollup Sick Accrual for an Employee Working in Two Jurisdictions
13.6.4.3
Rollup Sick Accrual for a Federal Contract Job
13.6.5
Reviewing the Audit Trail Report for Master and Rollup Accruals
14
Setting Up Deductions for Wage Attachments
14.1
Understanding Deductions for Wage Attachments Setup
14.2
Setting Up Garnishment Deductions
14.2.1
Understanding Garnishment Deduction Setup
14.2.2
Prerequisite
14.2.3
Form Used to Set Up Garnishment Deductions
14.2.4
Setting Up Garnishment Deductions
14.3
Setting Up Exemption Rules for Wage Garnishments
14.3.1
Understanding Exemption Rules for a Garnishment
14.3.2
Forms Used to Work with Exemption Rules for Wage Garnishments
14.3.3
Entering Wage Attachments for a Garnishment
14.3.4
Entering Exemption Rules for a Garnishment
14.4
Setting Up Fee Deductions
14.4.1
Understanding Fee Deduction Setup
14.4.2
Forms Used to Set Up Fee Deductions
14.4.3
Setting Up Fee Deductions
14.5
Setting Up Tax Levy Deductions
14.5.1
Prerequisite
14.5.2
Forms Used to Set Up Tax Levy Deductions
14.5.3
Setting Up Tax Levy Deductions
14.6
Setting Up a Wage Assignment Deduction
14.6.1
Understanding Wage Assignment Deduction Setup
14.6.2
Form Used to Set Up a Wage Assignment Deduction
14.6.3
Setting Up a Wage Assignment Deduction
15
Running DBA Reports
15.1
Understanding DBA Reports
15.2
Running the Pay Types and DBA Codes Reports (R059116PD)
15.2.1
Understanding the Pay Types and DBA Codes Reports
15.2.2
Running the Pay Types and DBA Codes Reports
15.3
Running the DBA Basis of Calculation Report (R05903P)
15.3.1
Understanding the Basis of Calculation Report.
15.3.2
Running the DBA Basis of Calculation Report
15.4
Running the Calculation Tables Report (R059026P)
15.4.1
Understanding the Calculation Tables Report
15.4.2
Running the Calculation Tables Report
15.5
Running the Group Plan Instructions Report (R059106)
15.5.1
Understanding the Group Plan Instructions Report
15.5.2
Running the Group Plan Instructions Report
15.6
Running the Table Method Explanations Report (R059027)
15.6.1
Understanding the Table Method Explanations Report
15.6.2
Running the Table Method Explanations Report
16
Adding Employee Records One at a Time
16.1
Understanding Methods of Employee Record Entry
16.1.1
Using Web Services for Employee Data (Release 9.1 Update)
16.1.1.1
Processing Options Used by EmployeeManager (JP080020)
16.2
Understanding Employee Information
16.3
Understanding Employee Information for Canada
16.3.1
Country Code
16.3.2
Employee Language Preference
16.4
Prerequisites
16.5
Entering Basic Employee Information
16.5.1
Forms Used to Enter Basic Employee Information
16.5.2
Setting Processing Options for Employee Master (P0801)
16.5.2.1
Defaults
16.5.2.2
Versions
16.5.2.3
Termination
16.5.2.4
Canadian Tax
16.5.3
Entering Basic Employee Information
16.6
Entering Employee Personal Information
16.6.1
Understanding Employee Personal Information Entry
16.6.2
Forms Used to Enter Employee Personal Information
16.6.3
Entering Employee Personal Information
16.7
Entering Organizational Assignment Information
16.7.1
Understanding Organizational Assignment Information Entry
16.7.1.1
Performance Appraisals and Organizational Information
16.7.2
Mobile Enterprise Application for Employee Information (Release 9.1 Update)
16.7.3
Form Used to Enter Organizational Assignment Information
16.7.4
Setting Processing Options for Employee Organizational Assignments (P0801ORG)
16.7.4.1
Defaults
16.7.4.2
Versions
16.7.5
Entering Organizational Assignment Information
16.8
Entering Basic Compensation Information
16.8.1
Understanding Basic Compensation Information Entry
16.8.2
Form Used to Enter Basic Compensation Information
16.8.3
Setting Processing Options for Basic Compensation (P0801CMP)
16.8.3.1
Process
16.8.4
Entering Basic Compensation Information
16.9
Entering Country-Specific Information for Employees
16.9.1
Understanding Country-Specific Information Entry for Employees
16.9.2
Form Used to Enter Country-Specific Information for Employees
16.9.3
(USA) Entering Country-Specific Information for U.S. Employees
16.9.4
(CAN) Entering Country-Specific Information for Canadian Employees
16.10
Entering Employee History Information
16.10.1
Understanding Employee History Information Entry
16.10.2
Forms Used to Enter Employee History Information
16.10.3
Entering Employee History Information
16.11
(USA) Entering Tax Withholding and Override Information for U.S. Employees
16.11.1
Understanding Tax Withholding and Override Information Entry
16.11.1.1
Example 1
16.11.1.2
Example 2
16.11.1.3
Example 3
16.11.1.4
Example 4
16.11.1.5
Example 5
16.11.2
Understanding Additional Tax Overrides Entry
16.11.2.1
Overriding the JIT Value
16.11.3
Forms Used to Enter Tax Withholding and Override Information
16.11.4
Entering Tax Withholding and Override Information
16.11.5
Entering Additional Tax Override Information
16.12
(CAN) Entering Tax Information for Canadian Employees
16.12.1
Understanding Employee Tax Information
16.12.2
Form Used to Enter Additional Tax Information for an Employee
16.12.3
Entering Additional Tax Information for an Employee
16.13
Updating Position and Requisition Information
16.13.1
Understanding Position and Requisition Information Updates
16.13.2
Form Used to Update Position and Requisition Information
16.13.3
Updating Position and Requisition Information
17
Adding Employee Records Using Employee Quick Hire
17.1
Understanding Employee Quick Hire
17.2
Understanding New Employee Information Tasks
17.3
Understanding the Relationship Between Quick Hire and New Hire Employee Setup
17.4
Setting Up Default Information for Employee Records
17.4.1
Understanding Default Information Setup for Employee Records
17.4.2
Form Used to Set Up Default Information for Employee Records
17.4.3
Setting Up Default Information for Employee Records
17.5
Adding Employee Records for Applicants, Rehires, and New Hires
17.5.1
Understanding Employee Record Addition for Applicants, Rehires, and New Hires
17.5.2
Prerequisites
17.5.3
Forms Used to Add Employee Records for Applicants, Rehires, and New Hires
17.5.4
Setting Processing Options for Employee Quick Hire (P060116Q)
17.5.4.1
Defaults
17.5.4.2
Versions
17.5.4.3
Action
17.5.5
Adding Employee Records for Applicants
17.5.6
Adding Employee Records for Rehires
17.5.7
Adding Employee Records for New Hires
17.6
Running the Process Pending Employees Report
17.6.1
Understanding the Process Pending Employees Report
17.6.2
Running the Process Pending Employees Report
17.6.3
Setting Processing Options for Process Pending Employees (R060116P)
17.6.3.1
Defaults
17.6.3.2
Versions
17.6.3.3
Action
17.7
Revising New Employee Records
17.7.1
Understanding New Employee Record Revision
17.7.2
Form Used to Revise New Employee Records
17.7.3
Revising New Employee Records
17.8
Purging Pending Employee Information
17.8.1
Understanding Pending Employee Information Purges
17.8.2
Purging Pending Employee Information
18
Assigning Tax Area Information Using the GeoCoder
18.1
Understanding Tax Area Information Assignment Using the GeoCoder
18.2
Prerequisite
18.3
Assigning Tax Areas Interactively
18.3.1
Understanding Interactive Tax Area Assignment
18.3.2
Form Used to Assign Tax Areas Interactively
18.3.3
Assigning Tax Areas Interactively
18.4
Assigning Tax Areas Using Batch Processes
18.4.1
Understanding Tax Area Assignment Using Batch Processes
18.4.2
Prerequisites
18.4.3
Running Batch Processes to Assign Tax Areas
18.4.4
Setting Processing Options for Cost Center Tax Area Processing (R079052)
18.4.4.1
Process
18.4.5
Setting Processing Options for GeoCoder Employee Batch Processing (R070103)
18.4.5.1
Process
18.5
Adding Pretax Deduction Overrides (Release 9.1 Update)
18.5.1
Understanding the Modification of Pre-Tax Deduction Overrides
18.5.2
Forms Used to Modify Pre-Tax Deduction Overrides Taxable Values
18.5.3
Modifying Taxable Values for Pretax Deduction Overrides
19
Entering Additional Employee Information
19.1
Understanding Additional Employee Information Entry
19.2
Entering Payroll Information for Employees
19.2.1
Understanding Payroll Information Entry for Employees
19.2.2
Prerequisite
19.2.3
Form Used to Enter Payroll Information for Employees
19.2.4
Entering Payroll Information for Employees
19.2.4.1
Payroll Processing
19.2.4.2
Geographic Tax Data
19.3
Entering Additional Benefits Information for Employees
19.3.1
Understanding Additional Benefits Information Entry for Employees
19.3.2
Prerequisite
19.3.3
Form Used to Enter Additional Benefits Information for Employees
19.3.4
Entering Additional Benefits Information for Employees
19.4
Entering User-Defined Information for Employees
19.4.1
Understanding User-Defined Information Entry for Employees
19.4.2
Forms Used to Enter User-Defined Information for Employees
20
Entering Employee Instructions
20.1
Understanding Split Time
20.1.1
Examples: Activating Split Time
20.2
Entering Employee Deduction, Benefit, and Accrual Instructions
20.2.1
Understanding Employee Deduction, Benefit, and Accrual Instructions
20.2.1.1
Rollover Overrides
20.2.2
Forms Used to Enter Employee Deduction, Benefit, and Accrual Instructions
20.2.3
Setting Processing Options for Employee Deduction, Benefit, and Accrual Instructions (P050181)
20.2.3.1
Process
20.2.4
Entering Employee Deduction, Benefit, and Accrual Instructions
20.2.5
Deleting a DBA Instruction
20.2.6
Entering Rollover Overrides
20.3
Entering Labor Distribution Instructions
20.3.1
Understanding Labor Distribution Instructions Entry
20.3.2
Form Used to Enter Labor Distribution Instructions
20.3.3
Setting Processing Options for Labor Distribution Instructions (P050151)
20.3.3.1
Defaults
20.3.4
Entering Labor Distribution Instructions
20.4
Entering Automatic Deposit Instructions
20.4.1
Understanding Automatic Deposit Instructions Entry
20.4.2
Entering Multiple Remainder Records (Release 9.1 Update)
20.4.2.1
Example: Multiple Remainder Records
20.4.3
Prerequisite
20.4.4
Form Used to Enter Automatic Deposit Instructions
20.4.5
Setting Processing Options for Auto Deposit Instructions (P055011)
20.4.5.1
Bank Info.
20.4.6
Entering Automatic Deposit Instructions
20.5
Creating Prenote Transaction Records
20.5.1
Understanding Prenote Transaction Records
20.5.2
Prerequisites
20.5.3
Running the Auto-Deposit Pre-Note Bank File Process
20.5.4
Setting Processing Options for Auto-Deposit Pre-Note Bank File (R055011)
20.5.4.1
Company Options
20.5.4.2
Optional Items
20.6
Setting Up Instructions to Generate Component Pay Types
20.6.1
Understanding Component Pay Types
20.6.2
Forms Used to Set Up Instructions to Generate Component Pay Types
20.6.3
Setting Up Instructions to Generate Component Pay Types for a Base Pay Type
20.7
Revising the Pay Calculation Table
20.7.1
Understanding the Pay Calculation Table
20.7.2
Forms Used to Revise the Pay Calculation Table
20.7.3
Revising a Pay Calculation Table
21
Reviewing and Revising Employee Information
21.1
Understanding Employee Information Revision
21.2
Reviewing Employee Information
21.2.1
Understanding Employee Information Review
21.2.2
Forms Used to Review Employee Information
21.3
Processing Mass and Future Changes
21.3.1
Understanding Mass Change Processing
21.3.2
Understanding Future Change Processing
21.3.3
Understanding Employee Master Record Updates
21.3.4
Prerequisite
21.3.5
Form Used to Process Mass and Future Changes
21.3.6
Setting Processing Options for Employee Master Mass Changes (R06045A)
21.3.6.1
Report
21.3.7
Processing Mass Changes
21.3.8
Processing Future Changes
21.3.9
Running the Employee Master Update Program
21.3.10
Setting Processing Options for Employee Master Update (R06394)
21.3.10.1
Default
21.4
Entering Leave-of-Absence Information
21.4.1
Understanding Leave-of-Absence Information Entry
21.4.2
Form Used to Enter Leave-of-Absence Information
21.4.3
Entering Leave-of-Absence Information
21.5
Terminating Employees
21.5.1
Understanding Employee Termination
21.5.2
Understanding Termination Using Workflow
21.5.2.1
Notification of the Appropriate Parties
21.5.2.2
Review of the Timecards and Benefits Information
21.5.2.3
Approval of the Termination
21.5.2.4
Processing the Payment
21.5.2.5
Completion of the Termination
21.5.3
Prerequisites
21.5.4
Forms Used to Terminate Employees
21.5.5
Setting Processing Options for HRM Termination Workflow (P05W01)
21.5.5.1
EE Termination
21.5.6
Initiating Employee Terminations
21.5.7
Completing Requisition Information for Terminations
21.5.8
Approving Terminations
21.6
Working with Supplemental Data
21.6.1
Understanding the Supplemental Database
21.6.1.1
Supplemental Data for Human Capital Management
21.6.1.2
Example: Setting Up a Code Format Data Type
21.6.1.3
Language Override Setup
21.6.1.4
Cross-Reference Tables Setup for Supplemental Data
21.6.1.5
Supplemental Data Transfer
21.6.1.6
Working with Multiskill Search
21.6.1.7
Example: Entering Search Criteria
21.6.2
Prerequisite
21.6.3
Forms Used to Work with the Supplemental Database
21.6.4
Setting Processing Options for Transfer Supplemental Data on Hire/Termination (P08094)
21.6.4.1
Versions
21.6.5
Setting Up Cross-Reference Tables for Supplemental Data
21.6.6
Transferring Supplemental Data
21.6.7
Working with Multiskill Search
22
(Release 9.1 Update) Updating Disability and Protected Veteran Status Information
22.1
Updating Disability and Protected Veteran Status Information for Employees and Applicants
22.1.1
Understanding Disability and Protected Veteran Information Update
22.1.2
Forms Used to Update Disability and Protected Veteran Information
22.1.3
Setting Processing Options for the HR - Identification of Disability and Veteran Program (P085600)
22.1.3.1
Process
22.1.4
Entering Disability and Protected Veteran Information
23
(Release 9.1 Update) Working with Hours of Service Eligibility for the Affordable Care Act
23.1
Understanding the Affordable Care Act and Hours of Service Processing
23.2
Setting Up Applicable Large Employers
23.2.1
Understanding ALE Setup
23.2.2
Form Used to Work with ALE Setup
23.2.3
Setting Up Applicable Large Employers
23.3
Working with Hours of Service Workbench
23.3.1
Understanding Hours of Service Parameters Setup
23.3.2
Understanding Hours of Service Workbench
23.3.3
Understanding the ACA Hours of Service Report Processing
23.3.4
Understanding the Archive Eligibility Batch Process
23.3.5
Forms Used to Work with Hours of Service Using the Hours of Service Workbench
23.3.6
Adding Hours of Service Parameters
23.3.7
Running the ACA Hours of Service Report
23.3.8
Setting Processing Options for the ACA Hours of Service Program (P081161) (Release 9.1 Update)
23.3.8.1
Process
23.3.9
Setting Processing Options for the ACA Hours of Service Report (R081161)
23.3.9.1
Process
23.3.10
Running the Archive Eligibility Program
23.4
Working with ACA Details for an Employee
23.4.1
Understanding ACA Eligibility Status for an Employee
23.4.1.1
Limited Non-Assessment Period
23.4.2
Understanding Review of Archived Employee Details
23.4.3
Forms Used to Work with ACA Details for an Employee
23.4.4
Setting Up ACA Employee Eligibility
23.4.5
Adding or Updating ACA Employee Eligibility Details
23.4.6
Reviewing Employee Eligibility Archived Records
24
Creating Parent-Child Relationships
24.1
Understanding Parent-Child Relationships
24.2
Creating Parent-Child Relationships by Employee
24.2.1
Understanding Parent-Child Relationships by Employee
24.2.2
Prerequisite
24.2.3
Form Used to Create Parent-Child Relationships by Employee
24.2.4
Setting Processing Options for the A/B - Org Structure Browse Program (P0150)
24.2.4.1
Process
24.2.4.2
Defaults
24.2.5
Setting Processing Options for Employee/Supervisor Relationships (P02150)
24.2.5.1
Defaults
24.2.6
Creating Parent-Child Relationships by Employee
25
Working with Point-in-Time Employee Reports
25.1
Understanding Point-in-Time Employee Reports
25.2
Preparing Data for Point-in-Time Reports
25.2.1
Understanding Data Preparation for Point-in-Time Reports
25.2.2
Understanding the HR History Data Integrity Check
25.2.3
Understanding the Point-in-Time Employee Master
25.2.4
Prerequisites
25.2.5
Forms Used to Prepare Data for Point-in-Time Reports
25.2.6
Verifying the Integrity of the HR History Data
25.2.7
Setting Processing Options for HR History Data Integrity Check (R08042D)
25.2.7.1
Display
25.2.8
Building a New Point-in-Time Employee Master Table
25.2.9
Setting Processing Options for the Build/Delete Point-in-Time Employee Master (R060116D)
25.2.9.1
Parameters
25.2.10
Setting Processing Options for Point-in-Time Employee Master (P060116D)
25.2.10.1
Update
25.2.11
Reviewing the Data Selection
26
Working with Web Mail Merge
26.1
Understanding Web Mail Merge
26.1.1
Web Mail Merge
26.1.2
Letter Processing
26.1.3
Letter Viewing
26.1.4
Letter Editing and Mailing
26.2
Creating Employee Letters
26.2.1
Understanding Employee Letter Creation
26.2.2
Forms Used to Create Employee Letters
26.2.3
Creating Employee Letters
26.3
Viewing, Editing, and Sending Web Mail Merge Letters by Email
26.3.1
Understanding Web Mail Merge Letters
26.3.2
Forms Used to View, Edit, and Send Web Mail Merge Letters by Email
26.3.3
Viewing, Editing, and Sending Web Mail Merge Letters
26.4
Creating Mass Mailing Letters
26.4.1
Understanding Mass Mailing Letter Creation
26.4.2
Running the Employee Letter - Mass Mailing Program (R08451)
26.4.3
Setting Processing Options for Employee Letter - Mass Mailing (R08451)
26.4.3.1
Process
26.4.3.2
Default
27
Working with Employee History Records
27.1
Understanding Employee History Records
27.1.1
Employee History Information
27.1.2
How the System Stores Employee Master History and Turnover
27.1.3
Importance of the Change Reason Code
27.1.4
Where the System Stores History and Turnover Records
27.2
Prerequisites
27.3
Reviewing History for an Employee
27.3.1
Understanding Complete History Review for an Employee
27.3.2
Understanding Review of History for a Specific Field
27.3.3
Form Used to Review Complete History for an Employee
27.3.4
Reviewing Complete History for an Employee
27.3.5
Reviewing Employee History for a Specific Date
27.3.6
Reviewing History for a Specific Field
27.4
Correcting Employee History
27.4.1
Understanding Employee History Correction
27.4.2
Form Used to Correct Employee History
27.4.3
Deleting or Correcting an Incorrect History Record
27.5
Purging HR History Information
27.5.1
Understanding HR History Information Purges
27.5.2
Setting Processing Options for Purge HR History (R08042P)
27.5.2.1
Process
27.5.3
Running the Purge HR History Program
27.6
Correcting Turnover Records
27.6.1
Understanding Turnover Record Correction
27.6.2
Form Used to Correct Turnover Records
27.6.3
Correcting Turnover Records
27.7
Working with History and Turnover Reports
27.7.1
Understanding History and Turnover Reports
27.7.2
Form Used to Work with History and Turnover Reports
27.7.3
Defining Turnover Columns
27.7.4
Running the Employee Turnover Report
27.7.5
Setting Processing Options for Employee Turnover Report (R080430)
27.7.5.1
Process
28
Defining Jobs
28.1
Understanding Job Information
28.2
Entering Job Information
28.2.1
Understanding Job Information Entry
28.2.2
Prerequisites
28.2.3
Forms Used to Enter Job Information
28.2.4
Setting Processing Options for Job Entry and Evaluation (P08001)
28.2.4.1
Auto Call
28.2.5
Entering Job Information
28.2.5.1
Related Tasks
28.3
Entering Supplemental Data for Jobs
28.3.1
Understanding Supplemental Data Entry for Jobs
28.3.2
Forms Used to Enter Supplemental Data for Jobs
28.4
Reviewing Employees by Job Type and Step
28.4.1
Understanding Job Reviews
28.4.2
Understanding Job Reports
28.4.2.1
Job Evaluation Reports
28.4.2.2
Compensation Reports
28.4.2.3
Job Supplemental Data Reports
28.4.3
Form Used to Review Employees by Job Type and Step
28.5
Updating Jobs Globally
28.5.1
Understanding Global Job Updates
28.5.2
Prerequisite
28.5.3
Running the Update Job Information to Employee Master Program
28.5.4
Setting Processing Options for Update Job Information to Employee Master (R08801)
28.5.4.1
Update Options
28.6
Working with Obsolete Jobs
28.6.1
Understanding Obsolete Jobs
28.6.2
Form Used to Work With Obsolete Jobs
28.6.3
Changing the Status of a Job
28.6.4
Identifying Employees Assigned to Obsolete Job IDs
A
DBA Table Methods
A.1
DBA Table Methods
A.1.1
Based on Pay-Period Salary
A.1.2
Based on Monthly Salary
A.1.3
Based on Annual Salary
A.1.4
Based on Life Insurance Salary
A.1.5
Based on Second Life Insurance Salary
A.1.6
Based on Leave-of-Absence Date
A.1.7
Based on Original Hire Date
A.1.8
Based on Participation Date
A.1.9
Based on Start Date
A.1.10
Based on Hours Worked
A.1.11
Based on Gross Amount
A.1.12
Based on Flat Dollar Amount
A.1.13
Based on Pay-Period Number
A.1.14
Based on Variable Months
A.1.15
Based on Retirement Employer Match (Release 9.1 Update)
A.1.16
Based on Excess Life Insurance
A.1.17
Example: Calculation Table Based on Months of Service
A.1.18
Example: Calculation Table Based on Periods Worked
B
Delivered Workflow for JD Edwards EnterpriseOne HCM Application Fundamentals
B.1
Delivered Workflow for JD Edwards EnterpriseOne HCM Application Fundamentals
B.1.1
Termination Initialization
B.1.1.1
Description
B.1.1.2
Workflow Objects
B.1.2
Termination Notification
B.1.2.1
Description
B.1.2.2
Workflow Objects
B.1.3
Terminate Employee
B.1.3.1
Description
B.1.3.2
Workflow Objects
B.1.4
Cleanup Unpaid Time, Checks, DBA's
B.1.4.1
Description
B.1.4.2
Workflow Objects
B.1.5
Termination of Benefits
B.1.5.1
Description
B.1.5.2
Workflow Objects
B.1.6
Terminate Time Entry
B.1.6.1
Description
B.1.6.2
Workflow Objects
B.1.7
Termination Aborted Notification
B.1.7.1
Description
B.1.7.2
Workflow Objects
B.1.8
EE Termination Update
B.1.8.1
Description
B.1.8.2
Workflow Objects
C
JD Edwards EnterpriseOne Human Capital Management Foundation Reports
C.1
Human Capital Management Foundation Reports: A to Z
C.2
Selected Human Capital Management Fundamentals Reports
C.2.1
R052001-Employees Above/Below Pay Grade
C.2.2
Processing Options for Employees Above/Below Pay Grade (R052001)
C.2.2.1
Title Display
C.2.3
R052202 - Upcoming Reviews
C.2.4
Processing Options for Upcoming Reviews (R052202)
C.2.4.1
Defaults
C.2.4.2
Process
C.2.5
R052450 - Pay Ranges by Job Report
C.2.6
Processing Options for Pay Ranges by Job (R052450)
C.2.6.1
Defaults
C.2.7
R064011 - Employee Roster
C.2.8
Processing Options for Employee Roster (R064011)
C.2.8.1
Address
C.2.9
R064011D - Point in Time Employee Roster
C.2.10
Processing Options for Point in Time Employee Roster (R064011D)
C.2.10.1
Address
C.2.10.2
Point in Time
C.2.11
R064021 - Employee Roster With Rate
C.2.12
Processing Options for Employee Roster with Rate (R064021)
C.2.12.1
Employee No
C.2.13
R064021D - Point in Time Employee Roster with Rate
C.2.14
Processing Options for Point in Time Employee Roster with Rate (R064021D)
C.2.14.1
Employee No
C.2.14.2
Point in Time
C.2.15
R080400 - Employee Data by Data Type
C.2.16
Processing Options for Employee Report By Data Type (R080400)
C.2.16.1
Narrative
C.2.17
R080410 - Employee Supplemental Data Report
C.2.18
Processing Options for Employee Supplemental Data Report (R080410)
C.2.18.1
Processing
C.2.19
R080412 - Job Supplemental Data
C.2.20
Processing Options for Job Profile Report (R080412)
C.2.20.1
Narrative
C.2.21
R080423 - Employee History Log
C.2.22
Processing Options for Employee History Log (R080423)
C.2.22.1
Narrative
C.2.23
R080424A - Employee Salary History Analysis
C.2.24
Processing Options for Employee Salary History Analysis (R080424A)
C.2.24.1
Narrative
C.2.25
R080430 - Employee Turnover Report
C.2.26
Processing Options for Employee Turnover Report (R080430)
C.2.26.1
Process
C.2.27
R080431 - Employee Activity Analysis
C.2.28
Processing Options for Employee Activity Analysis Report (R080431)
C.2.28.1
Setup
C.2.28.2
Segments
C.2.29
R083495 - Update EE Master Age as of
C.2.30
Processing Options for Update Employee Master Age as of (R083495)
C.2.30.1
Date
C.2.30.2
Change Reason
Glossary
Index
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