Getting Started with JD Edwards EnterpriseOne HCM Fundamentals

This chapter discusses:

JD Edwards EnterpriseOne HCM Fundamentals overview
JD Edwards EnterpriseOne HCM Fundamentals integrations
JD Edwards EnterpriseOne HCM Fundamentals implementation

JD Edwards EnterpriseOne HCM Fundamentals Overview

The JD Edwards EnterpriseOne Human Capital Management (HCM) system from Oracle provides a versatile, cost-effective, and timesaving solution for managing your employee information and accounting for employee time worked. You use this system to track information that human capital management users typically share. If you are not using the JD Edwards EnterpriseOne Payroll system, you can use the JD Edwards EnterpriseOne HCM system as a stand-alone time and labor tracking system.

You can use this system to:

Track employees and employee job information.
Enter time for employees.
Manage your worldwide labor expenses and billings.
Track job costs by creating journal entries for the general ledger.
Streamline your hiring processes.
Set up the deductions, benefits, and accruals (DBAs) that you use during payroll processing and benefits administration.

JD Edwards EnterpriseOne HCM Fundamentals Integrations

The JD Edwards EnterpriseOne Human Capital Management system integrates with these JD Edwards EnterpriseOne systems from Oracle:

JD Edwards EnterpriseOne Human Resources
JD Edwards EnterpriseOne Benefits
JD Edwards EnterpriseOne Payroll
JD Edwards EnterpriseOne Time and Labor
JD Edwards EnterpriseOne Self-Service
JD Edwards EnterpriseOne Address Book
JD Edwards EnterpriseOne General Accounting
JD Edwards EnterpriseOne Job Cost
JD Edwards EnterpriseOne Contract and Service Billing
JD Edwards EnterpriseOne Equipment/Plant Maintenance
JD Edwards EnterpriseOne Work Orders

The JD Edwards EnterpriseOne HCM Foundation system contains the central databases for all information that human resources and payroll users typically share. For example, you use the foundation system to track:

Complete employee information.
Job information.
Pay type, deduction, benefit, and accrual (PDBA) information.
Time and labor information.

An integrated, central database means that, when the human resources clerk updates an employee's information, the employee's payroll information is also updated. A central database:

Eliminates redundant data entry.
Maintains current and accurate information across all your business operations.
Improves communication among departments.

Both human resources and payroll users can enter information into the JD Edwards EnterpriseOne HCM Fundamentals system. However, to prevent unauthorized access to confidential information, you can set up system security that allows users to access only the information that they need for their jobs. Typically, your system administrator sets up system security during system implementation. The system administrator can set up security for an entire form or for individual fields on a form.

This table shows how the JD Edwards EnterpriseOne HCM Fundamentals system supports JD Edwards EnterpriseOne Human Resources, JD Edwards EnterpriseOne Benefits Administration, and JD Edwards EnterpriseOne Payroll:

JD Edwards EnterpriseOne HCM Fundamentals	JD Edwards EnterpriseOne Benefits	JD Edwards EnterpriseOne Human Resources	JD Edwards EnterpriseOne Payroll
Quick Hire	Blank	X	Blank
Pay Types, Deductions, Benefits, and Accrual Setup	X	Blank	X
Time Entry	Blank	Blank	X
Automatic Accounting Instructions	Blank	Blank	X
Job Information	X	X	X
Employee Information	X	X	X
Employee Self-Service	X	X	X
Employee History and Turnover Tracking	Blank	X	Blank

The JD Edwards EnterpriseOne Benefits system also provides:

Benefits Administration
Benefits Setup
Employee Self-Service

The JD Edwards EnterpriseOne Human Resources system also provides:

Application Information
Position Control

To simplify your processes and facilitate communication within your organization, the JD Edwards EnterpriseOne HCM Fundamentals system also integrates with these JD Edwards EnterpriseOne systems:

System	Description
Address Book	The JD Edwards EnterpriseOne Address Book system contains employee names, addresses, and tax IDs.
General Accounting	If you are using the JD Edwards EnterpriseOne HCM Fundamentals system for stand-alone time and labor tracking (that is, you are creating timecards, but not processing them using JD Edwards EnterpriseOne Payroll), you can set up the foundation system to integrate with the JD Edwards EnterpriseOne General Accounting system. This integration allows you to update general ledger transactions and account balances. The foundation system can create and post transactions to the general ledger using the automatic accounting instructions (AAIs) that you define. You can use full detail on your labor accounts and summarize your liabilities and cash accounts.
Job Cost	You can use the JD Edwards EnterpriseOne HCM Fundamentals system to enter labor and equipment time by day. Then you can use the JD Edwards EnterpriseOne Job Cost system to analyze the labor and equipment costs for a job.
Contract and Service Billing	You can use the JD Edwards EnterpriseOne HCM Fundamentals system to enter labor and equipment time by job (business unit). Then you can use the JD Edwards EnterpriseOne Contract and Service Billing system to: Bill customers for the labor and equipment expenses that are associated with the job. Bill customers for payroll burden expenses. Bill customers for contract time that is associated with the job.
Equipment/Plant Maintenance	You can use the JD Edwards EnterpriseOne HCM Fundamentals system to enter labor and equipment time. Then you can use the JD Edwards EnterpriseOne Equipment/Plant Maintenance system to: Charge a job for use of equipment. Track labor for equipment maintenance. Track labor for work orders.
Work Orders	You can use the JD Edwards EnterpriseOne HCM Fundamentals system to enter labor and equipment time against a work order. You can use the JD Edwards EnterpriseOne Work Orders system to identify specific costs of a task or to track equipment repair costs. You can create work orders for small projects and service calls.

This diagram shows how the JD Edwards EnterpriseOne HCM Fundamentals system integrates with other JD Edwards EnterpriseOne systems:

JD Edwards EnterpriseOne HCM Fundamentals system integration with other JD Edwards EnterpriseOne systems

JD Edwards EnterpriseOne HCM Fundamentals Implementation

This section provides an overview of the steps that are required to implement the JD Edwards EnterpriseOne HCM system.

In the planning phase of your implementation, take advantage of all JD Edwards EnterpriseOne sources of information, including the installation guides and troubleshooting information. A complete list of these resources appears in the preface in About This Documentation with information about where to find the most current version of each.

When determining which electronic software updates (ESUs) to install for JD Edwards EnterpriseOne HCM Fundamentals, use the EnterpriseOne and World Change Assistant. EnterpriseOne and World Change Assistant, a Java-based tool, reduces the time required to search and download ESUs by 75 percent or more and enables you to install multiple ESUs at one time.

See JD Edwards EnterpriseOne Tools 8.98 Software Update Guide

For information about the Rapid Start solution for implementation of JD Edwards EnterpriseOne Human Capital Management, review the documentation available.

Global Implementation Steps

This table lists the suggested global implementation steps for JD Edwards EnterpriseOne HCM Fundamentals:

Step	Reference
1. Set up companies, fiscal date patterns, and business units.	See Setting Up Organizations.
2. Set up accounts, and the chart of accounts.	See Creating the Chart of Accounts.
3. Set up the General Accounting constants.	See Setting Up the General Accounting System.
4. Set up multicurrency processing, including currency codes and exchange rates.	Setting Up General Accounting for Multicurrency Processing Setting Up Exchange Rates
5. Set up ledger type rules.	See Setting Up Ledger Type Rules for General Accounting.
6. Enter address book records.	See Entering Address Book Records.

Implementation Steps for HCM Fundamentals

This table lists the implementation steps for the JD Edwards EnterpriseOne HCM Fundamentals system.

Step	Reference
1. Set up system controls. 2. Set up general options, position control options, company options, business unit constants, and common settings for JD Edwards EnterpriseOne Human Capital Management. 3. Define category codes, select fields for future data revisions, and release record reservations.	See Setting Up System Options.
4. Select data for history tracking purposes and initialize history and turnover tracking. 5. Set up cross-reference tables by business unit, job classification constants, and union local and job cross-references. 6. Set up shift-rate differentials, occupational pay rates, pay type cross-reference tables, and then run the Synchronize Employee Master Rates with Union Rates report (R059122).	See Setting Up Employee Information.
7. Set up tax area information, corporate tax IDs, activate Quantum for Payroll, test the Quantum connection, set up the GeoCoder, and then run these UBEs:	Tax Area Table report (R07500). GeoCoder Employee Batch Processing report (R070103). Cost Center Tax Area Processing report (R079052). Populate Vertex Filing Status Process report (R0701730). See Setting Up Tax Information.
8. Set up workflow for JD Edwards EnterpriseOne Human Capital Management.	See Setting Up Workflow.
9. Set up a web mail merge queue, convert mail merge templates, add a web mail merge template, or add a web mail merge template record and data structure.	See Setting Up Web Mail Merge.
10. Set up pay types.	See Setting Up Pay Types.
11. Set up calculation tables and attach calculation tables to DBAs. 12. Set up basic DBA information, General Accounting information, the basis of calculation, add text to DBAs, set up group plan DBAs, set up tax status for deductions, and set up tax status for benefits.	See Setting Up Deductions, Benefits, and Accruals.
13. Set up rollover calculation tables and rollover information for DBAs. 14. Set up category codes for DBAs. 15. Set up a DBA based on another DBA.	See Setting Up Additional Information for DBAs.
16. Set up limits for tax-deferred compensation deductions, tax-deferred compensation deductions for the U.S., and taxable fringe benefits for the U.S.	See Setting Up Tax-Deferred and Taxable PDBAs.
17. Set up advance deductions, a deduction DBA to adjust negative pay, a deduction DBA for overpayment, and a DBA to calculate if no gross pay.	See Setting Up Advanced DBAs.
18. Set up garnishment deductions, fee deductions, tax levy deductions, and a wage assignment deduction.	See Setting Up Deductions for Wage Attachments.