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Oracle US Federal Human Resources Enterprise and Workforce Management Guide
Release 12.1
Part Number E13472-07
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Oracle US Federal Human Resources Enterprise and Workforce Management Guide

Contents

Title and Copyright Information

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Preface

Introduction to Oracle US Federal HRMS

Introduction to Oracle HRMS
Introduction to Oracle HRMS
Human Resource Model
Oracle Human Resources
How to Use Your Documentation and Online Help
Multilingual Oracle HRMS
Managing Change Over Time
Setting Your Effective Date
Removing an End Date
Viewing the History of Datetracked Information

Organization Structure

Organization Structures Overview
Organization Structures
Key Concepts for Representing Enterprises
Extending the Enterprise Framework
Organization Classifications
Configuration Models for Your Enterprise Framework
Defaults for the Business Group
Generic Hierarchies Overview
Government Reporting Entities (GREs)
Setting Up Organizations
Creating an Organization
Entering Organization Classifications
Entering Additional Information
Finding an Organization
Removing and Deleting Organizations
Entering Business Group Information
Business Groups: Entering Budget Value Defaults
Business Groups: Selecting a PTO Balance Type
Business Groups and HR Organizations: Entering Work Day Defaults
Defining Benefits Defaults for a Business Group
Business Groups: Entering Recruitment Information
GREs: Entering the IRS Identification Number
Entering New Hire Report Information for a GRE
HR Organizations: Entering Costing Information
Entering Self-Service Preference Information
Entering Reporting Information for an HR Organization or a Company Cost Center
HR Organizations: Entering US Federal Reporting Information
HR Organizations: Entering Parent Organizations
HR Organizations: Entering a Work Schedule
Entering GL Company Cost Center Information for a Company Cost Center
Entering Representative Body Information
Entering Constituency Information for a Representative Body
Entering Organization Hierarchy Information for Constituencies
Entering Location Information for Constituencies
Entering Organization Information for Constituencies
Entering Grade Information for Constituencies
Entering Bargaining Unit Information for Constituencies
Entering Job Information for Constituencies
Entering Collective Agreement Grade Information for Constituencies
Entering Trade Union Information for a Bargaining Association
Entering Additional Information for a Professional Body
Entering Related Organizations Information for an HR Organization
Running the Change Person Numbering to Automatic Process
Running the Global Sequencing for Person Number Generation Process
Selecting and Viewing Managers for Organizations
Locations
Setting Up Locations
Duty Station Changes
Processing Duty Station Conversions
Running the Location Occupancy Report
Processing Retroactive Duty Station Actions
Changing Locality Pay and Duty Station
Maintaining Duty Station Information
Internal Organizations and Cost Centers
Implementing Automatic Company Cost Center Creation
Upgrading to Automatic Company Cost Center Creation
Defining the Name Format of Company Cost Centers
Running the Export GL Company Cost Centers Process
Running the Upload GL Company Cost Center Information Request Set
Running the Synchronize GL Company Cost Centers with HR Request Set
Running the Create and Maintain Company Cost Center Organizations Process
Running the Synchronize GL Company Cost Centers with Existing Organizations Process
Organization Hierarchies
Establishment Hierarchies
Creating Organization Hierarchies
Changing Organization Hierarchies
Deleting Organization Hierarchies
Running the Organization Hierarchy Report
Launching a Hierarchy Diagrammer
Finding an Organization or Position in the Hierarchy Diagrammers
Changing the Appearance of a Hierarchy Diagram
Displaying Information about Organizations or Positions
Setting Up a New Hierarchy
Creating a New Version of an Existing Hierarchy
Copying an Existing Hierarchy
Adding Organizations or Positions to a Hierarchy
Removing Organizations or Positions From a Hierarchy
Moving Organizations or Positions in a Hierarchy
Menu and Toolbar Commands

Jobs and Positions

Jobs and Positions Overview
Jobs and Positions
Job Management
Creating a Job Group
Defining a Job
Ending Jobs for OCC Series that End
Position Description Classification Overview
Adding an Attachment to the Position Description
Linking Position Descriptions to Positions
Printing Position Descriptions
Classifying Position Descriptions
Reclassifying a Position Description
Listing Occupants Associated to a Position Description
Linking Employee Information to a Position Description Cover Sheet
Viewing Position Description Cover Sheets
Displaying the PD Routing History
Position Management
Information About Jobs and Positions
Position Hiring Status
Position Extra Information Types
Establishing, Defining, and Assigning Positions
Defining a Position
Validating a Position
Entering Additional Information About Jobs and Positions
Entering Work Choices for a Job or Position
Find a Position
Changing a Position
Changing the Position Title
Representing Structures Where Reporting Lines Cross
Entering Job and Position Requirements
Deleting a Position or Job
Processing Recruit and Fill, Establish, Abolish, and Review Actions
Defining Position Hiring Statuses
Viewing Position Occupancy
Copying a Position
Updating Positions
Position Hierarchies
Creating a Position Hierarchy
Creating a New Version of a Position Hierarchy
Copying an Existing Hierarchy
Deleting a Position Hierarchy
Changing a Position Hierarchy
Running the Position Hierarchy Report
Jobs and Position Evaluation
Creating an Evaluation System
Entering Evaluation Information
Employee Job and Position Detail Workbook

People Budgets and Costing

People Budgets and Costing Overview
People Budgets and Costing
Using HRMS Budgeting
Under Budgeted Entity Reporting
Defining Budgetary Calendars
Renaming Period Types
Defining Budget Sets
Entering Assignment Budget Values
Recalculating Assignment Budget Values
Setting Up Default Assignment Costing for Budgets
Defining Budget Characteristics
Entering Non-Approved Budgets
Setting up an Oracle HRMS Budget for Transfer to Oracle General Ledger
Setting Up Budget Worksheets
Completing a Budget Worksheet
Delegating Budget Worksheets
Posting Completed Budgets
Migrating a Budget to Oracle HRMS
Posting a Budget to Oracle General Ledger as a Batch Process
Calculating Budget Commitments
Posting Budget Commitments to Oracle General Ledger
Running the Relieve Commitments Request Set Process
Reallocating and Reserving Budget Resources
Using the Process Log
Control Budget Reports
Running Report Under Budgeted Entities
Running the Position Element Summary Report
Running the Position Element Detail Report
Running the Position Summary Report
Running the Budget Period Position Detail Report
Running the Staffing Budget Details Report
Running the Salary Review Report
Running the Organizational Position Summary Report
Running the Entity Element Summary Report
Labor Costs in Oracle HRMS
Labor Cost Allocation Example
Data Costed at the Payroll Level
Data Costed at the Element Link Level
Employer Charge Distribution Example
Data Costed at the Organization and Assignment Levels
Data Costed at the Element Entry Level
The Cost Allocation Key Flexfield
Setup of the Cost Allocation Key Flexfield
Oracle HRMS Cost Allocation Key Flexfield Example
Subledger Accounting (SLA)
Allocating Costing Percentages at Assignment Level
Previewing Cost Allocations
Running the Costing Process
Running the Costing Summary Report
Running the Cost Breakdown Report
Running the Costing Detail Report
Mapping Cost Allocation to the Accounting Flexfield
Running the Partial Period Accrual Calculation Process
Running the Transfer to GL Process
Running the Upgrade Historical Payroll Data to SLA Process
Running the Transfer to SLA Process
Running the Costing of Payment Process
RetroCosting
Running the RetroCosting Process
Key Concepts for People Budgets and Costing Intelligence

Person Types and Employment Groups

People Types and Employment Groups Overview
People Types and Employment Groups
Person Types
Other Employee Groups
Defining Person Types
Changing Person Type Usage and Deleting OAB Person Type Usage
Entering OAB Person Type Usage
Workers' Representation and Supplementary Roles
Entering Supplementary Role Information
Entering Election Information

Employment Agreements and Legal Compliance

Employment Agreements and Legal Compliance
Employment Agreements and Legal Compliance
CPDF and EHRI Reports
Organizational Component Translation Report
Standard Form 113-A Monthly Report of Federal Civilian Employment
Creating CPDF Reports
Running the EHRI Status Report
Running the EHRI Dynamics Report
Creating SF 113-A Monthly Report of Federal Civilian Employment Reports
Completing the AA/EEO Breakdown Report
Complaint Tracking Overview
Setting Up Complaint Tracking
Using the Find Complaints Window
Entering People Involved in Processing a Complaint
Entering Complaint Office Names
Ending Periods of Service
Displaying Complainant Information
Initiating a Pre-Complaint
Entering a Formal Complaint
Entering Claims
Investigating a Complaint
Consolidating a Complaint
Closing a Formal Complaint
Processing a Class Action
Processing a Civil Action
Reviewing Complaint Costs
Capturing Agency Complaint Costs
Producing a PDF EEO Form 462 Report
Producing an Editable PDF EEO Form 462 Report
Recording the Offer of Resolution
Issuing a Final Decision without a Hearing
Documenting the Complaint Hearing
Issuing a Final Action after a Hearing
Entering a Petition for Non-Enforcement
Entering Non-Compliance Information
Processing a Request for Reconsideration
Recording Alternative Dispute Resolutions
Recording Corrective Actions
Entering a Complainant Appeal
Entering an Agency Appeal
Collective Agreements
Value Sets for Collective Agreements
Setting Up a Collective Agreement
Defining an Entitlement Item for a Collective Agreement
Defining an Eligibility Profile
Defining Derived Factors: Compensation Level
Defining Derived Factors: Percent of Full Time Employment
Defining Derived Factors: Hours Worked In Period
Defining Derived Factors: Age
Defining Derived Factors: Length of Service
Defining Derived Factors: Combination Age and Length of Service
Entering a Collective Agreement
Defining Collective Agreement Entitlements
Setting up Collective Agreement Grades
Entering Collective Agreement Grades
Collective Agreement Administration
Selecting and Applying Collective Agreement Entitlement Values
Defining Retained Rights
Running the Collective Agreement Entitlement Evaluation Process
Occupational Health: Medical Assessments, Disabilities and Work Incidents
Entering Work Incident Information
Entering Medical Assessments
Entering Disability Information
Reporting Categories and Statuses
Registration of Reporting Categories and Statuses
Registering Reporting Categories
Registering Reporting Statuses
Reporting Organizations
Establishment Hierarchies
Varieties of Establishment Hierarchies
The Single-Establishment Hierarchy
Multi-Establishment Hierarchies
Preparing for Government-Mandated HR Reporting
Setting Up Reporting Organizations
Example Multi-Establishment Hierarchies
Setup Steps for OSHA Reporting
Set Up Establishment Hierarchies
Placing Subordinate Reporting Organizations in Hierarchies
Enter Establishment Overrides
Define Lines of Progression for Jobs
OSHA (Occupational Safety and Health Act) Reporting
OSHA Data
OSHA Categories of Illness
Entering Information about Work-related Injury or Illness
Running OSHA Reports
Compliance (United States Specific) Detail Workbook
Employee Equal Opportunity Exceptions (United States Specific) Detail Workbook
Employee Equal Opportunity for New Hires (United States Specific) Detail Workbook
Employee Equal Opportunity for Separations (United States Specific) Detail Workbook
Employee Equal Opportunity with Salary (United States Specific) Detail Workbook

Checklists

Checklists Overview
Setting Up Checklists
Identifying Performers for Checklist Tasks
Running the Allocate Checklists Process

HRMS Glossary

Index