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Contents
List of Figures
Title and Copyright Information
Preface
Audience
JD Edwards EnterpriseOne Products
JD Edwards EnterpriseOne Application Fundamentals
Documentation Accessibility
Related Documents
Conventions
1
Introduction to JD Edwards EnterpriseOne Human Resources
1.1
Human Resources Overview
1.2
Human Resources Business Processes
1.3
Human Resources Integrations
1.3.1
Address Book
1.3.2
Human Capital Management Foundation
1.3.3
Payroll
1.3.4
General Accounting
1.3.5
Accounts Payable
1.3.6
Asset Lifecycle Management
1.4
Human Resources Implementation
1.4.1
Global Implementation Steps
1.4.2
Core Implementation Steps
1.4.3
Human Resources Applications Implementation Steps
1.5
Business Interface Integration Objects
2
Setting Up Compensation Management
2.1
Prerequisites
2.2
Defining Common Settings for Compensation Management
2.2.1
Understanding Common Settings for Compensation Management
2.3
Setting Up the Additional System Options
2.3.1
Understanding Additional System Options
2.3.2
Form Used to Set Up Additional System Options
2.3.3
Setting Up Additional System Options
2.4
Defining Increase Type Guidelines
2.4.1
Understanding Increase Type Guidelines
2.4.1.1
Example: Increase Guidelines Based on Length of Service
2.4.1.2
Example: Increase Guidelines Based on Length of Service and Performance Ratings
2.4.2
Form Used to Define Increase Type Guidelines
2.4.3
Defining Increase Type Guidelines
2.5
Defining Increase Type Rules
2.5.1
Understanding Increase Type Rules
2.5.2
Form Used to Define Increase Type Rules
2.5.3
Defining Increase Type Rules
2.6
Defining the Approval Hierarchy
2.6.1
Form Used to Define the Approval Hierarchy
2.6.2
Defining the Approval Hierarchy
2.7
Defining Public Models
2.7.1
Understanding Public Models
2.8
Defining the Performance Appraisal Scale
2.8.1
Forms Used to Define the Performance Appraisal Scale
2.8.2
Defining the Performance Appraisal Scale
2.9
Generating the Employee/Supervisor Relationship Table
2.9.1
Understanding the Employee/Supervisor Relationship Table
2.9.2
Setting Processing Options for the Employee/Supervisor Relationship Build (R05846)
2.9.2.1
Process
2.10
Generating Compensation Review Work Tables
2.10.1
Understanding Compensation Review Work Tables
2.10.2
Setting Processing Options for the Compensation Review Work Tables Build (R08830)
2.10.2.1
Default Values
2.10.2.2
Edits
2.10.2.3
Print Option
3
Setting Up Competency Management
3.1
Setting Up Security for Competency Levels
3.1.1
Understanding Security for Competency Levels
3.1.2
Prerequisites
3.1.3
Form Used to Set Up Security for Competency Levels
3.1.4
Setting Up Security for Competency Levels
3.2
Setting Up Routing Instructions for Competency Approvals
3.2.1
Understanding Routing Instructions for Competency Approvals
3.2.2
Form Used to Set Up Routing Instructions for Competency Approvals
3.2.3
Setting Up Routing Instructions for Competency Approvals
4
Setting Up Performance Management
4.1
Understanding Performance Management Setup
4.2
Prerequisites
4.3
Common Fields Used in this Chapter
4.4
Defining Scales for Performance Management
4.4.1
Understanding Scales for Performance Management
4.4.2
Prerequisites
4.5
Defining the Approval Hierarchy
4.5.1
Understanding the Approval Hierarchy
4.6
Setting Up Employee Goal Suggestions
4.6.1
Understanding Employee Goal Suggestions
4.6.2
Prerequisites
4.6.3
Form Used to Set Up Employee Goal Suggestions
4.6.4
Setting Up Employee Goal Suggestions
4.7
Setting Up Traditional Appraisal Templates
4.7.1
Understanding Traditional Appraisal Templates
4.7.2
Form Used to Set Up Traditional Appraisal Templates
4.7.3
Setting Up Traditional Appraisal Templates
4.8
Defining Performance Management Company Constants
4.8.1
Form Used to Define Performance Management Company Constants
4.8.2
Defining Performance Management Company Constants
4.9
Defining Business Unit Overrides for Performance Appraisals
4.9.1
Form Used to Define Business Unit Overrides for Performance Appraisals
4.9.2
Defining Business Unit Overrides for Performance Appraisals
4.10
Defining Performance Management Appraisal Type Overrides
4.10.1
Understanding Performance Management Appraisal Type Overrides
4.10.2
Form Used to Define Performance Management Appraisal Type Overrides
4.10.3
Defining Performance Appraisal Type Overrides
4.11
Setting Up Security for Performance Management
4.11.1
Understanding Security for Performance Management
4.11.2
Setting Up Performance Management Security
4.12
Running Table Conversions for Appraisals Without Employee Self Service
4.12.1
Understanding Appraisal Table Conversions
4.12.2
Setting Processing Options for Appraisal Table Conversions.
4.12.2.1
Default
5
Setting Up Pay Information
5.1
Understanding Pay Information
5.1.1
Prerequisites
5.2
Understanding Employee Compensation
5.2.1
Example: Scenario 1 - The Pay Rate Table as the Default Pay Rate Source
5.2.2
Overriding the Default Pay Rate Source
5.2.3
Example: Scenario 2 - The Pay Grade Step Table as the Default Pay Rate Source
5.2.4
Overriding the Default Pay Rate Source
5.2.5
Example: Scenario 3 - No Pay Rate Source as the Default Pay Rate Source
5.3
Common Fields Used in This Chapter
5.4
Setting Up Pay Rate Tables
5.4.1
Understanding Pay Rate Tables
5.4.2
Form Used to Set Up Pay Rate Tables
5.4.3
Setting Up Pay Rate Tables
5.5
Setting Up Pay Grades
5.5.1
Understanding Pay Grades
5.5.2
Form Used to Set Up Pay Grades
5.5.3
Setting Up Pay Grades
5.6
Setting Up Pay Grade Steps
5.6.1
Understanding Pay Grade Steps
5.6.2
Form Used to Set Up Pay Grade Steps
5.6.3
Setting Up Pay Grade Steps Individually
5.6.4
Setting Up Pay Grade Steps Using a Multiplier
5.7
Setting Up Pay Range Formulas
5.7.1
Understanding Pay Range Formulas
5.7.2
Form Used to Set Up Pay Range Formulas
5.7.3
Setting Up Pay Range Formulas
5.8
Defining Job Evaluation Factors
5.8.1
Understanding Job Evaluation Factors
5.8.2
Form Used to Define Job Evaluation Factors
5.8.3
Defining Job Evaluation Factors
6
(USA) Setting up OSHA Reporting Information
6.1
Understanding OSHA Information for Employees
6.2
Understanding OSHA Establishment Reporting Information
6.2.1
Prerequisite
6.3
Setting Up Establishment Conditions
6.3.1
Form Used to Set Up Establishment Conditions
6.3.2
Setting Up Establishment Conditions
6.3.2.1
Setting Up Additional Establishment Information
6.4
Setting Up OSHA Establishment Information for OSHA 300 Report
6.4.1
Form Used to Set Up OSHA Establishment Information for OSHA 300 Report
6.5
Setting Up Establishment Reporting Information for the BLS Survey of Occupational Injuries and Illnesses
6.5.1
Form Used to Set Up Establishment Reporting Information for the BLS Survey of Occupational Injuries and Illnesses
7
Understanding the Recruitment Process
7.1
Recruitment Process
8
Working With Requisitions
8.1
Understanding the Requisition Process
8.1.1
Reviewing Requisition Reports
8.2
Entering Initial Requisition Information
8.2.1
Understanding Initial Requisition Information
8.2.2
Forms Used to Enter Requisition Information
8.2.3
Setting Processing Options for the Requisition Information Program (P08102)
8.2.3.1
Defaults
8.2.3.2
User Level
8.2.4
Entering Requisition Information
8.2.4.1
Primary Information
8.2.4.2
Secondary Information
8.2.4.3
Category Codes
8.3
Entering Supplemental Data for Requisitions
8.3.1
Understanding Supplemental Data for Requisitions
8.3.2
Forms Used to Enter Supplemental Data for Requisitions
8.4
Updating the Status of a Requisition
8.4.1
Understanding Requisition Status Updates
8.4.2
Forms Used to Update the Status of a Requisition
8.4.3
Updating the Status of a Requisition Using Workflow
8.4.4
Updating the Status of a Requisition Manually
8.5
Attaching a Candidate Record to a Requisition
8.5.1
Understanding How to Attach a Candidate Record to a Requisition
8.5.2
Form Used to Attach a Candidate Record to a Requisition
8.5.3
Attaching a Candidate Record to a Requisition
8.6
Reopening a Requisition
8.6.1
Form Used to Reopen a Requisition
8.6.2
Reopening a Requisition
9
Tracking Applicants
9.1
Understanding Applicant Tracking
9.2
Entering Applicant Information
9.2.1
Understanding Applicant Information Entry
9.2.2
Forms Used to Enter Applicant Information
9.2.3
Setting Processing Options for the Applicant Information Program (P08401)
9.2.3.1
Hire
9.2.3.2
Delete
9.2.3.3
Add
9.2.3.4
Versions
9.2.4
Entering Applicant Information
9.2.5
Entering Country-Specific Information for an Applicant
9.3
Entering Supplemental Data for Applicants
9.3.1
Understanding Supplemental Data for Applicants
9.3.2
Forms Used to Enter Supplemental Data for Applicants
9.4
Hiring an Applicant
9.4.1
Understanding the Applicant Hire Process
9.4.2
Prerequisite
9.4.3
Forms Used to Hire an Applicant
9.4.4
Hiring an Applicant
9.5
Creating Applicant Letters
9.5.1
Understanding Applicant Letters
9.5.2
Prerequisite
9.5.3
Forms Used to Create Applicant Letters
9.5.4
Setting Processing Options for the Print Applicant Letters Program (P08450)
9.5.4.1
Process
9.5.5
Creating Applicant Letters
9.6
Reviewing Applicant Reports
9.6.1
Understanding Applicant Reports
10
Entering Data for Human Resources Government Reports
10.1
(USA) Entering EEO-1 Information
10.1.1
Understanding When to Enter EEO-1 Information
10.1.2
Components of the EEO-1 Report (Release 9.1 Update)
10.1.3
Form Used to Enter EEO-1 Information
10.1.4
(USA) Entering EEO-1 Information
10.1.4.1
Counts
10.1.4.2
Hours Worked
11
Understanding Position Budget Management
11.1
Position Budget Management
12
Defining Position Budgets
12.1
Understanding Position Budget Definitions
12.1.1
Example: Budget Processing
12.2
Prerequisites
12.3
Defining Position Budgets Manually
12.3.1
Understanding Manual Position Budget Definitions
12.3.2
Form Used to Define Position Budgets Manually
12.3.3
Setting Processing Options for the Position Entry Program (P08101)
12.3.3.1
Defaults
12.3.4
Defining Position Budgets Manually
12.4
Defining Position Budgets Automatically
12.4.1
Understanding How to Define Position Budgets Automatically
12.4.1.1
Defining Position Budgets Automatically
12.4.2
Running the Start Position Control Program (R081800)
12.4.3
Setting Processing Options for the Start Position Control Program (R081800)
12.4.3.1
Process
13
Working With Position Budget Information
13.1
Entering Account Information for Positions
13.1.1
Understanding Account Information Entry for Positions
13.1.1.1
Prerequisites
13.1.2
Form Used to Enter Account Information for Positions
13.1.3
Entering Account Information for Positions
13.2
Setting Up AAIs for Position Budgets
13.2.1
Understanding AAI Setup for Position Budgets
13.3
Transferring Position Budgets to the General Ledger and Account Balances Table
13.3.1
Understanding Position Budget Transfers to the General Ledger and Account Balances Table
13.3.1.1
Transferring Position Budgets to the Account Balances Table
13.3.1.2
Posting Position Budgets to the Account Ledger Table
13.3.2
Prerequisite
13.3.3
Transferring Position Budgets to the Account Balances Table
13.3.4
Setting Processing Options for the Update Position Budgets to Account Balances Program (R08902)
13.3.4.1
Update Options
13.3.4.2
Ledger Type
13.3.4.3
Fiscal Year
13.3.4.4
Budget Cycle
13.3.4.5
Report Type
13.3.5
Running the Update Position Budget to Account Ledger Program (R08911)
13.3.6
Setting Processing Options for the Update Position Budgets to Account Ledger Program (R08911)
13.3.6.1
Select
13.3.6.2
Process
13.3.6.3
Reports
13.4
Revising Position Budgets by Business Unit
13.4.1
Understanding Position Budget Revisions by Business Unit
13.4.2
Form Used to Revise Position Budgets by Business Unit
13.4.3
Revising Position Budgets by Business Unit
13.5
Working With Position Activity Information
13.5.1
Understanding How to Use Position Activity Information
13.5.1.1
Attaching an Employee Record to a Position Budget
13.5.1.2
Reviewing Position Activity
13.5.1.3
Updating Employee Position Activity
13.5.1.4
Correcting Employee Position Activity
13.5.2
Prerequisites
13.5.3
Forms Used to Work With Position Activity Information
13.5.4
Attaching an Employee Record to a Position Budget
13.5.5
Reviewing Position Activity
13.5.6
Correcting Employee Position Activity
13.6
Reviewing Position Budget Information
13.6.1
Understanding Position Budget Information Reviews
13.6.1.1
Reviewing Position Budget Information by Business Unit
13.6.1.2
Reviewing Position Budget Information by Position
13.6.2
Forms Used to Review Position Budget Information
13.6.3
Reviewing Position Budget Information by Business Unit
13.6.4
Setting Processing Options for the Positions by Business Unit Program (P081210)
13.6.4.1
Process
13.6.5
Reviewing Position Budget Information by Position
13.7
Defining Position Budget for Next Year
13.7.1
Understanding the Create Next Year's Positions Program
13.7.2
Prerequisites
13.7.3
Running the Create Next Year's Positions Program (R081820)
13.7.4
Setting Processing Options for the Create Next Year's Positions Program (R081820)
13.7.4.1
Dates
13.7.4.2
Process
13.7.4.3
Options
13.8
Working With Parent/Child Relationships By Position
13.8.1
Understanding Parent/Child Relationships By Position
13.8.1.1
Creating Parent/Child Relationships by Position
13.8.1.2
Reviewing Parent/Child Relationships by Position
13.8.2
Prerequisite
13.8.3
Forms Used to Work With Parent/Child Relationships by Position
13.8.4
Creating Parent/Child Relationships by Position
13.8.5
Reviewing Parent/Child Relationships by Position
13.9
Using Position Control Reports
13.10
Purging Position Information
13.10.1
Understanding Position Information Purges
13.10.2
Running the Purge Positions Program (R0808151)
13.10.3
Setting Processing Options for the Purge Positions Program (R0808151)
13.10.4
Running the Purge Position Activity Program (R0808161)
13.10.5
Setting Processing Options for the Purge Position Activity Program (R0808161)
13.10.5.1
Purge Activity
14
Understanding Compensation Management
14.1
Compensation Management
14.2
Setting Processing Options for the Compensation Review Workbench Program (P08826)
14.2.1
Process
14.2.2
New Job
14.2.3
Performance Profile
15
Working with Compensation Management
15.1
Understanding Compensation Management
15.2
Prerequisites
15.3
Common Fields Used in This Chapter
15.4
Reviewing Salary Recommendations
15.4.1
Understanding Salary Recommendation Reviews
15.4.1.1
Entering Salary Recommendations for an Individual Employee
15.4.1.2
Entering Salary Recommendations for Groups of Employees
15.4.2
Forms Used to Enter Salary Recommendations
15.4.3
Entering Salary Recommendations for an Individual Employee
15.4.3.1
Current Job Profile
15.4.3.2
New Job Profile
15.4.3.3
Salary Profile
15.4.3.4
Performance Profile
15.4.3.5
Comments
15.4.4
Entering Salary Recommendations for Groups of Employees
15.5
Reviewing Salary Approvals
15.5.1
Understanding Salary Approval Reviews
15.5.2
Forms Used to Review Salary Approvals
15.5.3
Reviewing Salary Approvals
15.6
Updating the Compensation Review
15.6.1
Understanding Compensation Review Updates
15.6.2
Setting Processing Options for the Compensation Review Updates Program (R08832)
15.6.2.1
Process
15.6.2.2
Print
15.7
Entering Job Evaluation Information
15.7.1
Understanding Job Evaluation Information
15.7.2
Prerequisite
15.7.3
Form Used to Enter Job Evaluation Information
15.7.4
Setting Processing Options for the Job Evaluation Degree Program (P050011)
15.7.4.1
Edits
15.7.5
Entering Job Evaluation Information
15.8
Reviewing Job Comparisons by Factor
15.8.1
Understanding Job Comparisons by Factor
15.8.2
Form Used to Review Job Comparisons by Factor
15.8.3
Reviewing Job Comparisons by Factor
15.9
Reviewing and Ranking Jobs by Factor
15.9.1
Understanding the Review and Ranking of Jobs by Factor
15.9.2
Forms Used to Review and Rank Jobs by Factor
15.9.3
Reviewing and Ranking Jobs by Factor
15.10
Reviewing Pay Ranges for Jobs
15.10.1
Understanding Pay Ranges for Jobs
15.10.2
Prerequisites
15.10.3
Forms Used to Review Pay Ranges for Jobs
15.11
Revising Pay Rate Tables
15.11.1
Understanding Pay Rate Table Revisions
15.11.2
Forms Used to Revise Pay Rate Tables
15.11.3
Revising Pay Rate Tables Manually
15.11.4
Revising Pay Rate Tables by Calculation
15.12
Updating Pay Rates for Pay Grade Steps
15.12.1
Understanding Pay Rates for Pay Grade Steps Updates
15.12.2
Forms Used to Update Pay Rates for Pay Grade Steps
15.12.3
Updating Pay Rates for Pay Grade Steps
15.13
Updating the Compa-Ratio for an Employee
15.13.1
Understanding Employee Compa-Ratio Updates
15.13.2
Running the Compa Ratio Batch Calculation Program (R082501)
15.13.3
Setting Processing Options for the Compa-Ratio Batch Calculation Program (R082501)
15.13.3.1
Report
15.13.3.2
Employee
15.13.3.3
Pay Range
16
Changing Employee Salaries
16.1
Understanding Employee Salary Changes
16.2
Setting Processing Options for the Basic Compensation Program (P0801CMP)
16.2.1
Processing Options for Basic Compensation (P0801CMP)
16.2.1.1
Process
16.3
Changing An Employee Salary Using Pay Rate Information
16.3.1
Understanding Employee Salary Changes Using Pay Rate Information
16.3.2
Form Used to Change Employee Salaries Using Pay Rate Information
16.3.3
Changing Employee Salaries Using Pay Rate Information
17
Working With Pay Grade Step Progression
17.1
Understanding Pay Grade Step Progression
17.2
Prerequisite
17.3
Working with Pay Rates for Pay Grade Steps
17.3.1
Understanding Pay Rates for Pay Grade Steps
17.3.1.1
Copying Pay Grade Step Records
17.3.2
Form Used to Copy Pay Grade Step Records
17.3.3
Copying Pay Grade Step Records
17.4
Creating Progression Work Groups
17.4.1
Understanding Progression Work Group Information
17.4.1.1
Effective Dates for Progression Work Groups
17.4.1.2
New and Existing Pay Grade Steps
17.4.2
Prerequisite
17.4.3
Form Used to Create Progression Work Groups
17.4.4
Setting Processing Options for the Grade/Step Progression Workbench Program (P082005)
17.4.4.1
Versions
17.4.5
Creating Progression Work Groups
17.5
Working with Progression Work Groups
17.5.1
Understanding Progression Work Group Information
17.5.1.1
Reviewing Progression Work Group Information
17.5.1.2
Changing Progression Work Group Information
17.5.1.3
Deleting Employees from a Progression Work Group
17.5.2
Forms Used to Review and Change Progression Work Group Information
17.5.3
Reviewing Progression Work Group Summary Information
17.5.4
Reviewing Progression Work Group Detail Information
18
Understanding Competency Management
18.1
Competency Management
18.1.1
Advantages of Competency Management
18.1.2
Core Competencies
18.1.3
Inherited Competencies
18.1.4
Gap Analysis
19
Defining Organizational Structures for Job Competencies
19.1
Understanding Organizational Structures for Job Competencies
19.1.1
Creating New Organizational Structures for Job Competencies
19.2
Copying Existing Organizational Structures
19.2.1
Understanding the Copy Job Competency Program (P080020)
19.2.2
Prerequisites
19.2.3
Form Used to Copy Existing Organizational Structures
19.2.4
Setting Processing Options for the Copy Job Competency Program (P080020)
19.2.4.1
Versions
19.2.5
Copying Existing Organizational Structures
19.3
Changing the Default Organizational Structure
19.3.1
Understanding the Default Organizational Structure
19.3.2
Form Used to Change the Default Organizational Structure
19.3.3
Changing the Default Organizational Structure
19.4
Updating Date Effective Information for Organizational Structures
19.4.1
Understanding Date Effective Information for Organizational Structures
19.4.2
Form Used to Update Date Effective Information for Organizational Structures
19.4.3
Updating Date Effective Information for Organizational Structures
19.5
Activating Draft Organizational Structures
19.5.1
Understanding the Activate Job Competencies Program (R080014)
19.5.2
Running the Activate Job Competencies Program (R080014)
19.5.3
Setting Processing Options for the Activate Job Competencies Program (R080014)
19.5.3.1
Display
19.5.3.2
Defaults
19.5.3.3
Process
19.6
Running the Delete Job Competency Report Program (R080017)
19.6.1
Understanding the Delete Job Competency Report Program (R080017)
19.6.2
Running the Delete Job Competency Report Program (R080017)
19.6.3
Setting Processing Options for the Delete Job Competency Report (R080017)
19.6.3.1
Defaults
19.6.3.2
Process
20
Working with Employee Competencies
20.1
Understanding Employee Competencies
20.2
Common Fields Used in This Chapter
20.3
Defining Scales for Employee Competencies
20.3.1
Understanding Scales for Employee Competencies
20.3.2
Forms Used to Work With Scales for Employee Competencies
20.3.3
Defining Basic Information for Scales
20.3.4
Generating Values for Scales Automatically
20.3.5
Entering Values for Scales Manually
20.4
Defining Employee Competencies
20.4.1
Understanding Employee Competencies
20.4.2
Prerequisite
20.4.3
Form Used to Define Employee Competencies
20.4.4
Defining Employee Competencies
20.5
Defining Training Courses
20.5.1
Understanding Training Courses Definitions
20.5.1.1
Reviewing Available Courses by Competency
20.5.2
Prerequisites
20.5.3
Forms Used to Define Training Courses
20.5.4
Defining Training Courses
20.6
Assigning Competencies to Employees
20.6.1
Understanding Employee Competency Assignment
20.6.1.1
Self Service Considerations for Assigning Competencies to Employees
20.6.1.2
Reviewing Competency History for Employees
20.6.2
Prerequisite
20.6.3
Forms Used to Assign Competencies to Employees
20.6.4
Setting Processing Options for the Resource Competency Information Program (P05100)
20.6.4.1
Edits
20.6.5
Assigning Training Competencies
20.6.6
Assigning Skill Competencies
20.6.7
Assigning Accomplishment Competencies
20.6.8
Assigning Certification Competencies
20.6.9
Assigning Education Competencies
20.6.10
Assigning Language Competencies
20.6.11
Setting Processing Options for the Competency History Program (P05120)
20.6.11.1
Defaults
20.6.12
Reviewing Competency History for Employees
21
Working with Employee Competency Information
21.1
Understanding Gap Analysis
21.2
Prerequisite
21.3
Reviewing Gap Analysis Online
21.3.1
Understanding Online Gap Analysis Review
21.3.1.1
Self Service Considerations for Reviewing Gap Analysis Online
21.3.2
Form Used to Review Gap Analysis Online
21.3.3
Reviewing Gap Analysis Online
21.4
Defining Competency Aggregates
21.4.1
Understanding Competency Aggregates
21.4.2
Forms Used to Define Competency Aggregates
21.4.3
Defining Competency Aggregates
21.5
Approving Employee-Entered Codes for External Learning
21.5.1
Understanding Employee-Entered Codes for External Learning
21.5.2
Forms Used to Approve Employee—Entered External Learning
21.5.3
Approving Employee-Entered Courses and Providers
21.5.4
Approving Employee-Entered Institutions
22
Working with Job Competency Information
22.1
Understanding Job Competency Information
22.2
Defining Job Competencies and Descriptions
22.2.1
Understanding Job Competencies and Descriptions
22.2.2
Prerequisites
22.2.3
Form Used to Define Job Competencies and Descriptions
22.2.4
Setting Processing Options for the Job Competency Program (P08009)
22.2.4.1
Version
22.2.5
Defining Job Competencies and Descriptions
22.3
Defining Job Competency Options
22.3.1
Understanding Job Competency Options
22.3.2
Prerequisites
22.3.3
Forms Used to Define Job Competency Options
22.3.4
Defining Job Competency Options
22.4
Translating Job Competency Descriptions
22.4.1
Understanding Job Competency Description Translations
22.4.1.1
Related Topics
22.4.2
Form Used to Translate Job Competency Descriptions
22.4.3
Setting Processing Options for the Job Competency Description Translations Program (P080019)
22.4.3.1
Versions
22.4.4
Translating Job Competency Descriptions
23
Working with Competencies in Organizational Structures
23.1
Understanding Competencies in Organizational Structures
23.2
Attaching Job Competencies to Organizational Levels
23.2.1
Understanding Job Competencies to Organizational Levels Attachments
23.2.1.1
Self Service Considerations
23.2.2
Prerequisites
23.2.3
Form Used to Attach Job Competencies to Organizational Levels
23.2.4
Setting Processing Options for the Job Competencies in an Organization Program (P08006)
23.2.4.1
Defaults
23.2.4.2
Competency Descriptions
23.2.4.3
Versions
23.2.5
Attaching Job Competencies to Organizational Levels
23.3
Attaching Jobs to Organizational Levels
23.3.1
Understanding Jobs to Organizational Levels Attachments
23.3.1.1
Self Service Considerations for Attaching Jobs to Organizational Levels
23.3.2
Prerequisites
23.3.3
Form Used to Attach Jobs to Organizational Levels
23.3.4
Attaching Jobs to Organizational Levels
23.4
Attaching Additional Job Competencies
23.4.1
Understanding Additional Job Competency Attachments
23.4.2
Prerequisite
23.4.3
Form Used to Attach Additional Job Competencies
23.4.4
Attaching Additional Job Competencies
23.5
Overriding Inherited Job Competencies
23.5.1
Understanding Inherited Job Competency Overrides
23.5.2
Prerequisite
23.5.3
Forms Used to Override Inherited Job Competencies
23.5.4
Overriding Competency Descriptions
23.5.5
Overriding Competency Options
23.6
Reviewing Job Competency Information
23.6.1
Understanding Job Competency Information Review
23.6.2
Form Used to Review Competency Information
23.6.3
Reviewing Job Competency Information
24
Understanding Performance Management
24.1
Performance Management
24.1.1
Competency Based Performance Appraisals
24.1.2
Traditional (Non Competency Based) Appraisals
25
Working With Performance Appraisals
25.1
Understanding Performance Appraisals
25.1.1
Performance Appraisals by Managers
25.1.2
Revising an Employee Performance Appraisal
25.2
Generating Employee Performance Appraisals
25.2.1
Understanding Employee Performance Appraisal Generation
25.2.2
Forms Used to Create Employee Performance Appraisals
25.2.3
Processing Options for Create Performance Appraisals (P087711)
25.2.3.1
Defaults
25.2.3.2
Versions
25.2.4
Generating Employee Performance Appraisals for a Group
25.2.5
Generating Individual Employee Performance Appraisals
25.3
Creating Batch Performance Appraisals (R087722)
25.3.1
Creating Batch Performance Appraisals
25.3.2
Running the Batch Create Performance Appraisals Program (R087722)
25.3.3
Setting Processing Options for the Batch Create Performance Appraisals Program (R087722)
25.3.3.1
Defaults
25.3.3.2
Process
25.3.4
Printing Batch Performance Appraisals
25.3.5
Setting Processing Options for the Performance Appraisal Batch Print Report (R087723)
25.3.5.1
Defaults
25.3.6
Running the Upcoming Reviews Report (R052202)
25.3.7
Setting Processing Options for the Upcoming Reviews Report (R052202)
25.3.7.1
Defaults
25.3.7.2
Process
25.4
Maintaining a Performance Diary
25.4.1
Understanding Performance Diaries
25.4.2
Form Used to Maintain Performance Diaries
25.4.3
Setting Processing Options for the Daily Diary Program (P087715)
25.4.3.1
Default
25.4.4
Maintaining a Performance Diary
25.5
Reviewing a Competency Based Performance Appraisal
25.5.1
Understanding Competency Based Performance Appraisals
25.5.2
Forms Used to Review Competency Based Performance Appraisals
25.5.3
Setting Processing Options for the Current Performance Appraisals Program (P087712)
25.5.3.1
Defaults
25.5.3.2
Display
25.5.3.3
Process
25.5.3.4
Competency Descriptions
25.5.3.5
Versions
25.5.4
Reviewing Competency Based Performance Appraisals
25.6
Defining Employee Goals for Competency Based Appraisals
25.6.1
Understanding Employee Goals for Competency Based Appraisals
25.6.2
Form Used to Define Employee Goals for Competency Based Appraisals
25.6.3
Defining Employee Goals for Competency Based Appraisals
25.7
Completing Traditional Performance Appraisals
25.7.1
Understanding Traditional Performance Appraisals
25.7.2
Form Used to Complete Traditional Performance Appraisals
25.7.3
Completing Traditional Performance Appraisals
25.8
Creating an Employee Career Development Plan
25.8.1
Understanding Employee Career Development Plans
25.8.2
Form Used to Create Employee Career Development Plans
25.8.3
Creating an Employee Career Development Plan
25.9
Approving Appraisals on an Employee Behalf
25.9.1
Understanding Appraisal Approval on an Employee Behalf
25.9.2
Prerequisites
25.9.3
Forms Used to Approve Appraisals on an Employee Behalf
25.9.4
Approving or Contesting Appraisals for Multiple Employees
25.9.5
Approving or Contesting an Appraisal for an Employee
26
Working With Employee Self Service Performance Appraisals
26.1
Understanding Employee Self Service Performance Appraisals
26.2
Reviewing a Competency Based Performance Self Appraisal
26.2.1
Understanding Competency Based Performance Self Appraisal Reviews
26.3
Reviewing a Traditional Performance Self Appraisal
26.3.1
Understanding Traditional Performance Self Appraisal Reviews
26.4
Reviewing a Performance Appraisal From The Manager
26.4.1
Understanding Performance Appraisal From The Manager Reviews
26.5
Defining Employee Goals Using Employee Self Service
26.5.1
Understanding Employee Goal Definitions Using Employee Self Service
26.5.2
Forms Used to Define Goals for Competency Based Appraisals
26.5.3
Defining Employee Goals for Competency Based Appraisals
26.5.4
Creating a Career Development Plan
26.6
Creating Employee Performance Appraisals
26.6.1
Understanding Self Service Creation of Employee Performance Appraisals
26.7
Defining Employee Goals Using Manager Self Service
26.7.1
Understanding Employee Goals Using Manager Self Service
26.7.2
Prerequisites
27
Working With Health Safety Management
27.1
Understanding Health Safety Management
27.2
Working With Injury and Illness Information
27.2.1
Understanding Injury and Illness Information
27.2.1.1
Opening an Injury or Illness Case
27.2.1.2
Reviewing Injury and Illness Cases by Establishment
27.2.1.3
Entering Supplemental Data for Injury and Illness Cases
27.2.1.4
Reviewing Supplemental Data for Injury and Illness Cases
27.2.2
Prerequisites
27.2.3
Forms Used to Work With Injury and Illness Information
27.2.4
Opening an Injury or Illness Case
27.2.4.1
Case Information
27.2.4.2
Injury/Illness Information
27.2.4.3
Individual Information
27.2.4.4
Category Codes
27.2.4.5
Additional Category Codes
27.2.5
(USA) Opening an Injury or Illness Case for the United States
27.3
(USA) Reporting Injury and Illness Information to OSHA
27.3.1
Understanding OSHA Injury and Illness Reporting
27.3.1.1
Generating OSHA 300 Report
27.3.2
Prerequisites
27.3.3
Forms Used to Generate OSHA 300 Report
27.3.4
Processing Options for OSHA 300 Report (Release 9.1 Update)
27.3.4.1
Display
27.3.4.2
Versions
27.3.4.3
Processing Options for OSHA 300 Injury and Illnesses Report (R086401)
27.3.5
Generating OSHA 300 Report
A
Delivered Workflow for JD Edwards EnterpriseOne Human Resources
A.1
Delivered Workflow for JD Edwards EnterpriseOne Human Resources
A.1.1
Employee Salary Change Approval Process
A.1.1.1
Description
A.1.1.2
Workflow Objects
A.1.2
Termination Initialization
A.1.2.1
Description
A.1.2.2
Workflow Objects
A.1.3
Employee Review Reminder Workflow
A.1.3.1
Description
A.1.3.2
Workflow Objects
A.1.4
Employee Setup Approval
A.1.4.1
Description
A.1.4.2
Workflow Objects
A.1.5
Employee Status Change
A.1.5.1
Description
A.1.5.2
Workflow Objects
A.1.6
(Release 9.1 Update) Disability Status Disclosure Approval
A.1.6.1
Description
A.1.6.2
Workflow Objects
A.1.7
(Release 9.1 Update) Veteran Status Disclosure Approval
A.1.7.1
Description
A.1.7.2
Workflow Objects
A.1.8
Requisition Approval
A.1.8.1
Description
A.1.8.2
Workflow Objects
A.1.9
COBRA Letter
A.1.9.1
Description
A.1.9.2
Workflow Objects
B
JD Edwards EnterpriseOne Human Resources Reports
B.1
JD Edwards EnterpriseOne Human Resources Reports: A to Z
B.2
JD Edwards Human Resources Reports: Selected Reports
B.2.1
P086400 - BLS Survey of Occupational Injuries and Illnesses
B.2.2
Processing Options for OSHA Reporting (P086400)
B.2.2.1
Display
B.2.2.2
Versions
B.2.3
R05100A - Review Competencies
B.2.4
Processing Options for Review Competencies (R05100A)
B.2.4.1
Default
B.2.5
R052202 - Upcoming Reviews
B.2.6
Processing Options for Upcoming Reviews (R052202)
B.2.6.1
Defaults
B.2.6.2
Process
B.2.7
R058514A - (USA) EEO-4 Annual
B.2.8
Processing Options for EEO-4 Annual (R058514A)
B.2.8.1
General
B.2.8.2
Certification
B.2.9
R058514D - Point-In-Time EEO-4 Annual Report
B.2.10
Processing Options for Point-In-Time EEO-4 Annual Report (R058514D)
B.2.10.1
Point in Time
B.2.10.2
General
B.2.10.3
Certification
B.2.11
R058515 - (USA) EEO-1 Report
B.2.12
Processing Options for EEO-1 Report (R058515)
B.2.12.1
General
B.2.12.2
Company
B.2.12.3
Certification
B.2.12.4
Information
B.2.12.5
Multi Establishment
B.2.13
(Release 9.1 Update) Processing Options for the EEO-1 Component 2 Report (R058515A)
B.2.13.1
General
B.2.14
R058515D - (USA) Point-In-Time EEO-1
B.2.15
Processing Options for Point-In-Time EEO-1 (R058515D)
B.2.15.1
General
B.2.15.2
Point in Time
B.2.15.3
Company
B.2.15.4
Certification
B.2.15.5
Information
B.2.16
R058516 - EEO-5 Annual Report
B.2.17
Processing Options for the EEO-5 Annual Report (R058516)
B.2.17.1
Defaults
B.2.18
R068910 - (USA) EEO Staff Utilization Report
B.2.19
Processing Options for EEO Staff Utilization Report (R068910)
B.2.19.1
EEO Staff
B.2.20
R080013 - Gap Analysis
B.2.21
Processing Options for Gap Analysis Report (R080013)
B.2.21.1
Defaults
B.2.21.2
Display
B.2.22
R080016 - Job Match
B.2.23
Processing Options for Job Match Report (R080016)
B.2.23.1
Select
B.2.23.2
Default
B.2.23.3
Display
B.2.24
R080021 - Job Profile
B.2.25
Processing Options for Job Profile Report (R080021)
B.2.25.1
Select
B.2.25.2
Versions
B.2.25.3
Display
B.2.26
R080401 - Applicant Data by Data Type
B.2.27
Processing Options for Applicant Data by Data Type (R080401)
B.2.27.1
Narrative
B.2.28
R080403 - Case Report by Data Type
B.2.29
Processing Options for Case Report by Data Type (R080403)
B.2.29.1
Narrative
B.2.30
R080406 - Requisition Data by Data Type
B.2.31
Processing Options for Requisition Data by Data Type (R080406)
B.2.31.1
Options
B.2.32
R080411 - Applicant Supplemental Data
B.2.33
Processing Options for Applicant Supplemental Data (R080411)
B.2.33.1
Processing
B.2.34
R080413 - Case Supplemental Data
B.2.35
Processing Options for Case Supplemental Data Report (R080413)
B.2.35.1
Narrative
B.2.36
R080416 - Requisition Supplemental Data
B.2.37
Processing Options for Requisition Supplemental Data (R080416)
B.2.37.1
Printing Text
B.2.38
R080436 - (USA) Veteran Employment (VETS-4212) (Release 9.1 Update)
B.2.39
Processing Options for Veterans Employment Report (VETS-4212) (R080436) (Release 9.1 Update)
B.2.39.1
Defaults
B.2.39.2
Electronic File
B.2.39.3
Multi Establishment
B.2.39.4
Mode
B.2.40
R080434D - (USA) Point-In-Time Veterans Employment
B.2.41
Processing Options for Point-In-Time Veterans Employment Report (R080434D)
B.2.41.1
Defaults
B.2.41.2
Point in Time
B.2.42
R080435 - (USA) Workforce Analysis
B.2.43
Processing Options for Workforce Analysis Report (R080435)
B.2.43.1
Process
B.2.44
R081420 - Open Amounts by Position
B.2.45
Processing Options for Open Amounts by Position (R081420)
B.2.45.1
Options
B.2.46
R081430 - Cross Year Budget Comparison
B.2.47
Processing Options for Cross Year Budget Comparison (R081430)
B.2.47.1
Options
B.2.47.2
Amounts
B.2.48
R081440 - Position Control Comparison
B.2.49
Processing Options for Position Control Comparison (R081440)
B.2.49.1
FTE/Headcount
B.2.50
R081460 - Position Budgets
B.2.51
Processing Options for Position Budgets (R081460)
B.2.51.1
Pos Control
B.2.52
Data Selection for Position Budgets
B.2.53
R081470 - Position Budgets by Job Type & Step
B.2.54
Processing Options for Position Budgets by Job Type & Step (R081470)
B.2.54.1
Budget
B.2.55
R081490 - Requisition Review - Position
B.2.56
Processing Options for Requisition Review - Position (R081490)
B.2.56.1
Detail Type
B.2.57
R084400 - (USA) Hired Applicants by EEO Job Category
B.2.58
Processing Options for Hired Applicants by EEO Job Category Report (R084400)
B.2.58.1
Defaults
B.2.58.2
Display
B.2.59
R084411 - (USA) Applicant Flow Analysis
B.2.60
Processing Options for Applicant Flow Analysis (R084411)
B.2.60.1
Defaults
B.2.60.2
Display
B.2.61
R084412 - (USA) Adverse Impact Analysis
B.2.62
Processing Options for Adverse Impact Analysis (R084412)
B.2.62.1
Defaults
B.2.62.2
Display
B.2.63
R084422 - (USA) Affirmative Action Exception Report
B.2.64
Processing Options for Affirmative Action Exception Report (R084422)
B.2.64.1
Defaults
B.2.65
R084483 - (USA) Applicant List - EEO Listing
B.2.66
Processing Options for Applicant List - EEO Listing (R084483)
B.2.66.1
Date of Birth
B.2.67
R086415 - OSHA 301 Injury and Illness Report
B.2.68
Processing Options for OSHA 101 Occupation Illness/Injury Report (R086415)
B.2.68.1
Process
B.2.69
R086420 - Occupational Illness/Injury
B.2.70
Processing Options for Occupational Illness/Injury Report (R086420)
B.2.70.1
Display
B.2.71
R086421 - Government Reportable Illness/Injury
B.2.72
Processing Options for the Government Reportable Illness/Injury Report (R086421)
B.2.72.1
Display
Glossary
Index
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