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Implementation Steps: People and Assignments


Restricting the Data Displayed in a Window

Person Types

Step 41 Define Person Types

Oracle HRMS lets you define your own names to identify the 'types' of people in your system. These include all types of employees, applicants and contacts, as well as current and 'ex-' types.

Note: Person Type is a common option for Form Customization.

A number of System Types have been predefined. These are:

User Name System Name Default
Applicant Applicant Yes
Applicant and Ex-applicant Applicant and Ex-applicant Yes
Contact External Yes
Employee Employee Yes
Employee and Applicant Employee and Applicant Yes
Ex-applicant Ex-applicant Yes
Ex-employee Ex-employee Yes
Ex-employee and Applicant Ex-employee and Applicant Yes
External External No

Note: Use the Person Types form.

See: Defining Person Types

You can change these default names or define any number of new user types. For example, you might want to use Person Type to identify employees who are on a fixed term contract, or you might want to record Special Information for dependants of employees who are a special category of External Person Type.

Step 42 Define Assignment Statuses for Employees

With Oracle HRMS you can identify the status of employees in each assignment using your own names. For example, you might want to define a special status to identify assignments which have been Suspended while the employee is temporarily assigned to another role.

Five employee user statuses are predefined. These are:

User Name System Name Default
Active Assignment Active Assignment Yes
End End Yes
Suspend Assignment Suspend Assignment Yes
Terminate Assignment Terminate Assignment Yes
Terminate Process Assignment Terminate Assignment No

See: Ending Employment

For each system status, you define as many user statuses as you require. These user statuses help you track the current employment circumstances of all your employees. You can also define secondary user statuses having no associated system statuses. You can use these for reporting purposes.

Note: Use the Assignment Statuses form.

See: Defining Assignment Statuses

Note: The User Statuses you define here will provide the list of values for Status in the Assignment window for an employee. If you want to change any of the seeded default values you must overtype the User Name.

Special Personal Information

See: Entering Special Information

Step 43 Define Personal Analysis Key Flexfield Structures

The Personal Analysis Key Flexfield is used to record special personal information which is not included as standard information. Each type of information is defined as a separate Structure of the flexfield. For example, you might set up a structure to hold medical information.

This flexfield is used in the following areas:

To take best advantage of the flexibility of Oracle HRMS for recording and reporting special personal information in your enterprise the implementation sequence which you follow is:

Note: You cannot use the Create Key Flexfield Database Items process to create database items for the segments of your Personal Analysis Flexfield structures.

The sub-steps that follow show you how to perform all these steps.

Defining the Flexfield Structure is a task for your System Administrator.

Note: Use the Define Value Set form

Note: You do not need to use a Value Set to validate a segment. If you do not specify a Value Set then a user can enter any alphanumeric value up to a limit of 150 characters.

Note: Use the Define Key Flexfield Segments form.

Note: Use the Define Segment Values form.

Note: Use the Define Cross-Validation Rule form.

Note: Use the Define Shorthand Aliases form

Note: Use the Define Key Flexfield Segments form.

Step 44 Register Special Information Types for the Business Group

After you have defined your Personal Analysis Flexfield Structures you must link them to your Business Group.

You do this using your view-all responsibility.

Note: Use the Special Information Types form.

See: Enabling Special Information Types

Suggestion: If you do not check the Other category, you cannot use the type to hold information for a person. This means that you could also use the Special Information Types to hold any type of information for a Job or a Position only.

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