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Oracle US Federal Human Resources Configuring, Reporting, and System Administration Guide
Release 12.1
Part Number E13477-14
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Extending Oracle HRMS

Extend Oracle HRMS Overview

This section describes how you can extend Oracle HRMS to better meet your enterprise's needs.

There are many ways you can configure Oracle HRMS to meet the needs of your business processes:

You can configure Oracle HRMS using one or any combination of these.

Before configuring any part of Oracle HRMS, it is advisable to plan ahead and decide which parts of the system you want to configure. For example, if you know that your users typically perform a task in a certain way, you can design windows to help them enter information more efficiently. You can also link windows together to help users move from one window to the next. If necessary, you can also restrict what information appears in lists of values and restrict access to certain types of information.

Key Concepts

This section describes some of the tools available to configure Oracle HRMS for your enterprise.

Alerts

Alerts enable you to inform, remind, and confirm information on your personal information, your direct reports, and your workforce. The alert triggers an email notification of an impending action, task, or change to information. For example, you can set up an alert to remind you when a new hire is due to start work.

See: Oracle HRMS Predefined Alerts

Flexfields

You can add data fields called flexfields to windows to hold any additional information you require. You can add:

Protected Flexfields are predefined and protected flexfields supplied with Oracle HRMS.

User-Defined Tables

You can set up user tables to provide matrixes of valid values that vary. You can access these values from formulas, or your own forms or reports. The GET_TABLE_VALUE function is supplied for use in your formulas. Certain legislations include predefined user tables, for example, to hold values for payroll calculations.

Lookups

Lookups provide lists of valid values on certain fields throughout the system. For many lookups you can add your own values and change the predefined values. Lookups not only ensure that all users use the same terminology, but also speed up data entry.

CUSTOM Library Events

You can use CUSTOM Library Events to configure the logic that is executed at defined points within a window. Generic events are available to all Oracle Applications and Product Specific Events are also available to help you to apply business rules specific to Oracle HRMS.

APIs (called Application Programmatic Interfaces)

Oracle HRMS provides a set of PL/SQL packaged procedures and functions that together provide an open interface to the database.

Task Flows

You often need to use more than one window to complete many tasks. Oracle HRMS enables you to link these windows together using a task flow. Users can choose a button to bring up each window in turn without returning to the menu. For example, to enter personal information, you typically go from the People window, to the Address window, to the Special Information window and so on. Task flows speed up processes and reduce data entry error

See: Task Flow

Restricting Information

Restricting the type of information available on a window is useful as a security measure. For example, you can create versions of RPA windows to show only compensation information available to the logged-in user.

See: Windows You Can Configure Using CustomForm, , Oracle HRMS Configuring, Reporting, and System Administration GuideRestricted RPA, Oracle HRMS Workforce Sourcing, Deployment, and Talent Management Guide

Currencies

You need to define the formats for displaying currency amounts. If required, you can use multiple currencies for entering information about employee compensation and benefits and you can also record your payment methods to employees in different currencies. You must enable at least one currency as the default currency for all information related to money in your system. This default is known as the Base Currency for your Business Group.

Workflow

Workflow

You use the Oracle HRMS Workflow tool to:

Extend Oracle HRMS

You can extend Oracle HRMS to meet the needs of your enterprise.

You can configure Oracle HRMS by designing windows to match your specific business processes. You can also link windows together to form any number of flows required by your users. Configuring windows and taskflows enable your users to perform their tasks more efficiently.

How can you hold additional information?

You can add data fields to windows to hold any additional information you require. Flexfields are flexible fields that enable you to do this.

Then, when you click in a flexfield you have set up, a window opens, displaying segments into which you can enter data.

You can also set up your own tables to hold data such as agency-specific basic and special rate pay tables.

How can you ensure the same terminology is used and speed up data entry?

Oracle provides lists of values called QuickCodes for certain items of information. QuickCodes ensure that all users use the same terminology, making it easier to inquire and report on information. QuickCodes also speed up data entry because you can enter just enough to identify the value, and the system completes the entry.

Can you link windows together?

Oracle recognizes that to complete many tasks, you need to use more than one window. You can link these windows together in a task flow so that you can choose a button to bring up each window in turn without returning to the menu.

How is security affected by configuring windows?

Any windows that you configure behave in the same way as existing windows. Security is set by the user's security profile option and responsibility. However, you can configure the Find results window to enable users to see information for people outside of their security profile. They cannot change this information.

In addition, you can create windows that:

Can you define currency formats?

You can define the formats for displaying currency amounts.

Flexfields

Flexfields

Flexfields are flexible fields that enable you to configure and extend Oracle Applications by adding fields to windows. There are two types of flexfield:

You can set up each flexfield to contain a number of segments, which act like separate fields.

When a user clicks in a flexfield you have set up, a window opens, displaying the segments that you have defined. For each segment, you can define:

You can provide a list or range of valid values. You also control the size and display characteristics of each segment and the sequence in which the segments appear.

User-Definable Key Flexfields

In Oracle HRMS there are six user definable key flexfields, for each of which you can define up to 30 segments:

The Personal Analysis and Collective Agreement Grades key flexfields can have an unlimited number of structures. All other flexfields can have only one structure each.

You can define up to 30 segments for each structure in all key flexfields except for the Collective Agreement Grades key flexfield. This can have up to 20 segments for each structure.

How Oracle HRMS Uses Key Flexfields

Oracle US Federal HR product predefines the Grade Flexfield. The product requires that you also include specific segments in the Position and Job flexfields. The Personal Analysis Flexfield has predefined values.

The People Group, Cost Allocation, and Competence Flexfields have no minimum requirements.

The Collective Agreement Grade flexfield is not supported for Oracle US Federal HR.

The following sections provide some general information about Oracle HRMS usage of the key flexfields. For detailed information on key flexfield descriptions and lookups, refer to US Federal Human Resource Key Flexfields.

Unique Identifiers

The Job, Position, Grade Name, and Competence flexfields enable you to create a unique name, which is a combination of separate components or segments. You can use these flexfields when you are defining the work structures and competencies that exist in your enterprise.

Tip: When you are defining your requirements for these key flexfields you should consider the following points:

Analysis Information

The People Group and Personal Analysis flexfields enable you to add key information to records of employee assignments and people. You can use the individual segments of these flexfields to identify or report on specific groups of people.

Payroll Costing

The Cost Allocation key flexfield is used to collect and to accumulate costs associated with running a payroll.

Collective Agreement Grade Structures

The Collective Agreement Grades key flexfield enables you to create an unlimited number of grade structures. You use the individual segments of each grade structure to record the grade factors that are defined within a collective agreement.

Once the grade structure is recorded you can link it to a collective agreement and enter the required factor values for each reference grade in the Agreement Grades window.

What You Must Set Up

The key flexfields are central to Oracle HRMS, therefore you must create certain definitions before you can set up your Business Group.

For detailed information on key flexfield descriptions and lookups, refer to Oracle US Federal Human Resource Key Flexfields.

Job Key Flexfield

Position Key Flexfield

Grade Key Flexfield

Competence Key Flexfield

People Group Key Flexfield

Personal Analysis Key Flexfield

Cost Allocation Key Flexfield

Collective Agreement Grades (CAGR) Key Flexfield

Important: If you are using the Italian legislation, do not create new structures for this flexfield. You must use the predefined structure, IT_CAGR, and you must not make changes to it. Otherwise, you may be unable to enter collective agreement grades for your assignments.

Flexfields: Open Key Window Profile Option

The way in which key flexfield windows open is controlled by the Flexfields:Open Key Window profile option. If this option is set to Yes, the flexfield window automatically pops open when the user navigates to the field. If it is set to No, users can open the flexfield by choosing Edit Field from the Edit menu or pressing CTRL+L. The default is Yes.

User Definable Descriptive Flexfields

The predefined fields in Oracle HRMS windows are designed to meet your core information requirements. However, like all enterprises, you may have special requirements that are best met by fields that you design yourself. Oracle HRMS provides a flexible mechanism called descriptive flexfields to enable you to add fields to windows.

All window blocks in which you can enter information contain a user definable descriptive flexfield. You decide in which blocks you want to record additional information. Each user definable descriptive flexfield has 20 segments that you can define. After you define a descriptive flexfield, Oracle HRMS treats the segments as part of the window.

The following figure illustrates the distinctive appearance of descriptive flexfields. When users click in a flexfield that you have set up, or choose Edit Field from the Edit menu, a window opens, displaying up to 20 segments that you have defined.

the picture is described in the document text

The way in which descriptive flexfield windows open is controlled by the Flexfields:Open Descr Window profile option. If this option is set to Yes, the flexfield window automatically pops open when the user navigates to the field. If it is set to No, users can open the flexfield by choosing Edit Field from the Edit menu or pressing CTRL+L. The default is Yes.

Segments

For each segment, you can define:

You can provide a list or range of valid values. You also control the size and display characteristics of each segment and the order in which the segments appear.

Types of Descriptive Flexfield Segments

You can define two types of descriptive flexfield segments:

Important: Some descriptive flexfields appear in more than one window. For example, the Additional Evaluation Details flexfield appears in the Job Evaluation window and the Position Evaluation window.

Check all of the windows that use a descriptive flexfield before you define any of the segments. This is especially important if you intend to make the flexfield context sensitive to another field. You must ensure that the reference field is present in all of the windows that use the flexfield.

See: Descriptive Flexfield List for a full list of user definable descriptive flexfields in Oracle HRMS.

Descriptive Flexfield List

The following table lists all the user definable descriptive flexfields in Oracle HRMS.

Descriptive Flexfield Title Window Title Database Items
Additional Absence Details Absence Detail,
View Absence History
ABSENCES_<SEGMENT_NAME>
Additional Absence Type Details Absence Attendance Type ABSENCE_TYPES_<SEGMENT_NAME>
Additional Address Details Address,
Applicant Entry
Contact
PERSON_ADDRESSES_<SEGMENT_NAME>
Additional Application Details Applicant Entry,
Application,
Terminate Applicant
APPLICATIONS_<SEGMENT_NAME>
Additional Appraisal Details    
Additional Appraisal Template Details    
Additional Assessment Group Details    
Additional Assessment Type Details    
Additional Assessment Details Medical Assessment  
Additional Assignment Details Applicant Entry,
Application,
Assignment,
Assignment History
ASSIGNMENTS_<SEGMENT_NAME>
Additional Assignment Status Details Secondary Statuses  
Additional Balance Type Details Balance (Oracle Payroll only)  
Additional Benefit Contribution Details Benefit Contributions (US only)  
Additional Booking Details Applicant Interview,
Book Events,
Employee Review,
Event Bookings
 
Additional Budget Details Budget  
Additional Budget Values Details    
Additional Budget Version Details Budget  
Additional Calendar Information Budgetary Calendar (Oracle Payroll)  
Additional Candidate Information Election  
Additional Career Path Details Career Path Names  
Additional Checklist Item Details    
Additional COBRA Benefit Details COBRA Benefits (US only)  
Additional COBRA Coverage Details COBRA Coverage (US only)  
Additional COBRA Payment Details COBRA Payment (US only)  
Additional COBRA Status Details COBRA Status (US only)  
Additional Collective Agreement Details Collective Agreements  
Additional Coll. Agreed Grades Details Agreement Grades  
Additional Competence Details    
Additional Competence Element Details    
Additional Constituency Details Election  
Additional Contact Relationship Details Contact CONTACTS_<SEGMENT_NAME>
Additional Contract Details Contract  
Additional Delivery Method Details    
Additional Deployment Factor Details Work Choices, and Position Transaction (Work Choices tabbed region)  
Additional Disability Information Disabilities  
Additional Election Details Election  
Additional Element Entry Information Adjust Balance (Oracle Payroll only),
Element Entries,
View Element Entry History for Employee
 
Additional Element Link Information Element Link (Oracle Payroll)  
Additional Element Type Details Element (Oracle Payroll)  
Additional Establishment Att Details    
Additional Establishment Details    
Additional Evaluation Details Job,
Position
 
Additional Event Details Applicant Interview,
Employee Review,
Event Bookings
EVENTS_<SEGMENT_NAME>
Additional Grade Details Grade GRADES_<SEGMENT_NAME>
Additional Hierarchy Details Generic Hierarchy  
Additional Incident Details Work Incident  
Additional Job Details Job JOBS_<SEGMENT_NAME>
Additional Letter Details Letter  
Additional Location Details Location  
Additional Node Details Generic Hierarchy  
Additional Objectives Details    
Additional Organization Information Organization  
Additional Organization Payment Method Details Organizational Payment Method (Oracle Payroll)  
Additional Organization Structure Details Organization Hierarchy  
Additional Organization Unit Details Organization ORGANIZATION_<SEGMENT_NAME>
Additional Participants Details    
Additional Pay Scale Information Pay Scale  
Additional Pay Rate Details Grade Rate,
Scale Rate
 
Additional Payroll Action Details (Oracle Payroll)    
Additional Payroll Details Payroll PAYROLLS_<SEGMENT_NAME>
Additional Performance Ratings Details    
Additional Period Information Budgetary Calendar,
Period Dates (Payroll form)
 
Additional Period of Placement Details End Placement  
Additional Period Type Information Period Types  
Additional Person Analysis Details Special Information,
List People By Special Information
 
Additional Personal Details Applicant Entry,
Contact,
People,
People Folder
PEOPLE_<SEGMENT_NAME>
Additional PPM Details Personal Payment Method  
Add'l Person Type Usage Details Person Type Usage  
Additional Position Details Position,
Find Positions (Mass Move form)
POSITION_<SEGMENT_NAME>
Additional Position Structure Details Position Hierarchy  
Additional Previous Employer Details Previous Employment  
Additional Previous Job Details Previous Employment  
Additional Previous Job Usage Details Previous Job  
Additional Qualification Details    
Additional Qualification Types    
Additional Rating Level Details    
Additional Rating Scale Details    
Additional Recruitment Activity Details Recruitment Activity RECRUITMENT_ACTIVITIES_<SEGMENT_NAME>
Additional Requirement Details Job,
Position
 
Additional Requisition Details Requisition and Vacancy  
Additional Role Details Supplementary Roles  
Additional Salary Administration Details Salary Administration  
Additional Salary Basis Details Salary Basis  
Additional Standard Holiday Absence Details    
Additional Subjects Taken Details    
Add'l Succession Planning Det. Succession Planning page  
Additional Telephone Number Details Phone Numbers  
Additional Template Details People Management Configurator (Template Object)  
Additional Vacancy Details Requisition and Vacancy  
Additional Valid Grade Details Job,
Position
 
Additional Version Details Generic Hierarchy  
Additional Year Information Budgetary Calendar  
Assignment Extra Information Extra Assignment Information  
Extra Job Info Details Extra Job Information  
Extra Location Info Details Extra Location Information  
Extra Person Info Details Extra Person Information  
Extra Position Info Details    
Extra Previous Job Details Previous Employment  
Further Candidate Information Election  
Further Election Information Election  
Proposal Component Addl Info    
Review Addl Information    
Salary Survey Additional Information    
Survey Line Addnl Information    
Survey Mapping Add Info    

Descriptive Flexfields and Address Styles

Oracle HRMS supplies two predefined descriptive flexfields to hold address information in different styles for different countries. These are:

Oracle HRMS holds the addresses of people and locations separately to enable you to record different information for tax reporting.

You can use these descriptive flexfields to add new address styles or to change the styles included in Oracle HRMS.

Important: If you change the predefined styles, your changes are overwritten when you upgrade Oracle HRMS. If you add new styles, your changes may be overwritten if new startup data contains address styles for these countries.

Address Styles

Address styles vary between countries, so Oracle HRMS provides descriptive flexfields that use context-sensitive segments to hold each line of an address. The Address Styles Flexfields table below details the title of the flexfield, its location and where it is used.

Address Style Flexfields in Oracle HRMS

Title Table Name Window Title
Personal Address Information PER_ADDRESSES Address, Applicant Entry
Location Address HR_LOCATIONS Location, Organization

The available address styles are defined as the contexts for these flexfields. There are two types of address style:

Address styles are provided as startup data in these flexfields. If you require additional address styles, you need to define a new context and segments.

International Address Style

This style provides basic validation of address data. Oracle HRMS provides international address styles for many countries. This style can be used for both location and personal addresses. International address styles are named territory_code_GLB. For example, the Australian international address style is AU_GLB.

Territory codes can be found in the FND_TERRITORIES table.

If no international address style is available for your country, you can use the generic style (GENERIC) to enter your address information. This generic structure provides no validation.

Local Address Style

This style provides full validation of address data and is set up by a localization team. Where a local address style exists, it can usually be used for both location and personal addresses. Local address styles are named territory_code. For example, the Australian local address style is AU.

Where a local address style exists and the Business Group uses the legislation code for that country, the local address style is displayed as the default in the appropriate address entry window. Where no local address exists, the international style is the default.

US and Canadian users: the local address style for the US or Canada is only available when you have Vertex geocodes data installed.

Developer Flexfields

Oracle HRMS supplies developer key flexfields and developer descriptive flexfields. Your localization team has defined these flexfields, as required, to meet the specific legislative and reporting needs of your country.

The protected developer key flexfields are the Soft Coded Legislation key flexfield and the Bank Details key flexfield.

Of the developer descriptive flexfields, all except six are protected and cannot be amended. The remaining six have Extra Information Types that you can use to configure your application.

See: Extra Information Types (EITs), Oracle HRMS Configuring, Reporting, and System Administration Guide

The following table lists the developer descriptive flexfields, including EITs.

Developer Descriptive Flexfields in Oracle HRMS

Title Table Name Window Title
Extra Job Information (EIT)    
Extra Location Information (EIT)    
Extra Person Information (EIT)    
Extra Position Information (EIT)    
Extra Previous Job Information PER_PREVIOUS_JOB_EXTRA_INFO Previous Employment
Further Absence Information (Additional Absence Detail Information) PER_ABSENCE_ATTENDANCES Absence Detail
Further Assignment Information (EIT)    
Further Budget Values Details    
Further Candidate Information PER_ELECTION_CANDIDATES Election
Further Canvas Properties HR_CANVAS_PROPERTIES_B People Management Configurator (Canvas Object)
Further Collective Agreement Information PER_COLLECTIVE_AGREEMENTS Collective Agreements
Further Competence Element Information PER_COMPETENCE_ELEMENTS  
Further Competence Element Outcomes Information PER_COMP_ELEMENT_OUTCOMES  
Further Competence Information PER_COMPETENCES Competencies
Further Competence Outcomes Information PER_COMPETENCE_OUTCOMES  
Further Contact Relationship Information PER_CONTACT_RELATIONSHIPS Contacts
Further Contract Information (Datetracked) PER_CONTRACTS_F Contracts
Further Contribution History Information    
Further Disability Information (Datetracked) PER_DISABILITIES_F Disabilities
Further Election Information PER_ELECTIONS Election
Further Element Information (Datetracked) PAY_ELEMENT_TYPES_F Element
Further Element Entry Information (Datetracked) PAY_ELEMENT_ENTRIES_F Element Entry
Further Establishment Information PER_ESTABLISHMENTS Schools/Colleges
Further Form Properties HR_FORM_PROPERTIES People Management Configurator (Form Object)
Further Item Properties HR_ITEM_PROPERTIES People Management Configurator (Item Object)
Further Job Information PER_JOBS Job
Further Medical Assessment Information PER_MEDICAL_ASSESSMENTS Medical Assessment
Further Payment Method Information (Datetracked) PAY_ORG_PAYMENT_METHODS_F Organizational Payment Method
Further Payroll Information (Datetracked) PAY_ALL_PAYROLLS_F Payroll
Further Period Details PER_TIME_PERIODS Payroll Periods
Further Period of Service Information (Add'l Periods of Service Information) PER_PERIOD_OF_SERVICE Terminate
Further Person Information (Datetracked) PER_PEOPLE_F People, Applicant Entry
Further Previous Employer Information PER_PREVIOUS_EMPLOYERS Previous Employment
Further Previous Job Information PER_PREVIOUS_EMPLOYERS Previous Employment
Further Previous Job Usage Information PER_PREVIOUS_JOB_USAGES Previous Job
Further Qualification Information PER_QUALIFICATIONS Qualifications
Further Role Information PER_ROLES Supplementary Roles
Further Subject Information PER_SUBJECTS_TAKEN Qualifications
Further Tab Page Properties HR_TAB_PAGE_PROPERTIES_B People Management Configurator (Tab Page Object)
Further Template Properties   People Management Configurator
Further Window Properties HR_WINDOW_PROPERTIES_B People Management Configurator (Window Object)
Further Work Incident Information PER_WORK_INCIDENTS Work Incidents
Org Developer DF    
State Tax Limit Rate Information    
Statutory Transaction Information    
Tax Signup Developer DF    

Your localization team determines which of these flexfields are required for your legislation, and what segments they should contain. The legislation of your business group determines which developer descriptive flexfields are displayed. This means that if your enterprise uses multiple business groups that have different legislations, different developer descriptive flexfields are displayed for business groups of each legislation.

Caution: Do not attempt to alter the definitions of the protected flexfields. These definitions are a fundamental part of Oracle HRMS. Any change to them may lead to errors in the operating of the system.

It is possible that Oracle HRMS will use other segments of these flexfields in the future. Therefore, do not add segments to any protected flexfield, as this may affect your ability to upgrade your system in the future.

Soft Coded Legislation Key Flexfield

This key flexfield holds legislation-specific information. The legislation of your business group determines the flexfield structure that you see.

Each localization team defines a flexfield structure, if required, which enables you to enter information specific to your legislation at the employee or contingent worker assignment level.

Bank Details Key Flexfield

This flexfield holds legislation-specific bank account information. The legislation of your business group determines the flexfield structure that you see. Each localization team defines a flexfield structure that allows you to record the bank account information relevant to your legislation. You enter this information in the Organizational Payment Method window and Personal Payment Method window.

Creating Key Flexfield Database Items

The Create Key Flexfield DB Items process turns data in key flexfields into database items that Oracle FastFormula can access. It is essential to run this process whenever you create or change the Grade, Job, Position, or People Group key flexfield definitions.

Submit the process from the Submit Requests window.

To create key flexfield database items

  1. Run the Create Key Flexfield DB Items process.

    Run this process whenever you create or change these key flexfield definitions.

    See: Running Reports and Programs, Oracle Applications User's Guide

Setting up the Job Key Flexfield

You define the Job key flexfield to hold information about the work structure that exists in your Business Group. The Job key flexfield stores the occupational series information.

To set up the Job key flexfield

  1. In the Key Flexfield Segments window, create a new Job Key Flexfield structure and name it, for example, US Government Job.

  2. In the Segments Summary window, define the first segment for the occupational jobs series using the supplied value set GHR_US_OCC_SERIES.

  3. Note the Name and Column fields for the occupational series segment. You refer to this information during implementation.

Setting up the Position Key Flexfield for Non-NFC Implementations

You define the Position key flexfield to hold information about the work structure that exists in your business group. The Position key flexfield stores the position title, agency code, and other position-related information.

To set up the Position key flexfield

  1. In the Key Flexfield Segments window, create a new Position Key Flexfield structure and name it, for example, US Federal Position.

  2. In the Segments Summary window, you must define four required US Federal Position segments using the supplied value sets.

  3. Note the Name and Column fields for the four position segments. You refer to this information during implementation.

  4. You can define up to 30 segments within the structure.

    For the segments that you add, you can define a list of valid codes or values.

    See: User Definable Key Flexfields

Setting up the Position Key Flexfield for NFC Implementations

You define the Position key flexfield for NFC implementations to hold information such as the position title, OPM and NFC agency codes, and grade information.

When defining the segments, you must define the segment numbers and the prompts as instructed in the following steps.

See: Setting up the Position Key Flexfield for Non-NFC Implementations

To set up the Position key flexfield

  1. In the Key Flexfield Segments window, create a new Position Key Flexfield structure and name it, for example, US Federal Position

  2. In the Segments Summary window, define the first segment:

  3. Click the Open button to display the Segments window, and define the following options:

  4. Save your work.

  5. In the Segments Summary window, define the second segment:

  6. Click the Open button to display the Segments window, and define the following options:

  7. Save your work.

  8. In the Segments Summary window, define the third segment:

  9. Click the Open button to display the Segments window, and define the following options:

  10. Save your work.

  11. In the Segments Summary window, define the first segment:

  12. Click the Open button to display the Segments window, and define the following options:

  13. Save your work.

  14. In the Segments Summary window, define the fifth segment:

  15. Click the Open button to display the Segments window, and define the following options:

  16. Save your work.

  17. Click the Open button to display the Segments window, and define the following options:

  18. Save your work.

  19. In the Segments Summary window, define the seventh segment:

  20. Click the Open button to display the Segments window, and define the following options:

  21. Save your work.

Creating Descriptive Flexfield Database Items

You can use descriptive flexfield segments in QuickPaint reports and formulas if there are database items for these segments.

See Descriptive Flexfield List for a list of flexfields for which you can create database items.

Submit the process from the Submit Requests window.

To create descriptive flexfield database items

  1. Run the Create Descriptive Flexfield DB Items process.

    Run this process whenever you create or change these descriptive flexfield definitions.

    See: Running Reports and Programs, Oracle Applications User's Guide

    Note: The process can only create database items for global segments. It does not create database items for context-sensitive segments.

Changing Default National Address Styles

National address styles, both international and local, are held and configured in the Personal Address Information and the Location Address descriptive flexfields. You can configure these styles using the Descriptive Flexfield Segments window.

You cannot construct any flexfield segment value sets with:

Note: You must ensure the Personal_Address or Location_Address protected flag is off.

To change the address style for any country, redefine those segments you do not want to use. Then define new segments to record your own information.

To alter an existing address style

  1. Enter Oracle Human Resources in the application field.

  2. Enter Personal Address Information or Location Address in the title field as appropriate.

  3. Run the query.

  4. Uncheck the Freeze Flexfield Definition check box.

    Note: Read the warning.

  5. Select the address style for your country.

    Note: Both international and local address styles are included in the list of context field values.

  6. Click the segments button.

    This opens a new window with the segment and value set information for the selected address style.

  7. Update the segments.

    Note: You must make the Country segment mandatory. Do not change the validation on any segment as this may invalidate existing data.

  8. Save your work, and open the Descriptive Flexfield Segments window. Make sure any new segments are enabled, and displayed.

  9. Check the Freeze Flexfield Definition check box.

  10. Choose the Compile button.

    When compilation is complete, exit your current login session, then log in again to see your updated styles.

To add an address style

  1. Enter Oracle Human Resources in the application field.

  2. Enter Personal Address Information or Location Address in the title field as appropriate.

  3. Run the query.

  4. Uncheck the Freeze Flexfield Definition check box.

    Note: Read the warning.

  5. Choose New from the File menu.

  6. Enter the country code in the code and name fields.

    Note: Ensure that the length of the country code in the Code field is not more than seven characters. Otherwise, Oracle HRMS displays an error when you try to select the address style and save the location.

  7. Enter a description and select the Segments button.

  8. Define the segments.

    Note: You can only use the columns provided by Oracle HR for your segments.

  9. Save your work.

    Note: Make sure any new segments are enabled. You can choose whether segments are displayed or not.

  10. Check the Freeze Flexfield Definition check box.

  11. Choose the Compile button.

    When compilation is complete, exit your current login session. Then log in again to see your updated styles.

Extra Information Types

Extra Information Types (EITs)

Extra Information Types are defined using descriptive flexfields. You can set up any number of different EITs for:

Note: EITs for Organization are different because you can define which organization classification the EIT is available for.

For each EIT you can define up to 30 fully validated segments of information (or 20 for organizations).

Note: Oracle HRMS provides some predefined EITs. You may add your own information types, but you must not change the definitions of the delivered EITs.

Unlike the usual descriptive flexfields, EITs are child entities with separate tables to hold the information you enter. This means that you can have multiple instances of an EIT for each main record. When you define the EIT, you can specify whether you want to allow multiple instances. With the exception of organizations, EIT data is viewed and entered in a separate window which you can task flow.

The windows for all the EITs have the common look and feel of all the descriptive flexfield windows. This means that you can use your new EITs as soon as you save your definitions. Since flexfield definitions are preserved through upgrades, EITs do not require expensive recoding of configured forms with each new release.

For information about predefined EITs, see: Location Extra Information Types, Organization Extra Information Types, Person Extra Information Types, Position Extra Information Types, Assignment Extra Information Types.

Key Flexfield Combinations

EITs are very similar to Special Information Types (SITs). Oracle enables you to choose whether to set up extra or special information types, or both. Both types of information use flexfields to define the structure and validation of their segments.

However, SITs are stored in a key flexfield combination table where the combination of segments must be unique - a feature of all key flexfields. EITs are stored in a descriptive flexfield table where the combination of segment values do not need to form a unique key.

This means that EITs have performance advantages in large scale, or global implementations where you may want to transfer large volumes of information between separate installations.

Dates and EITs

EITs are not datetracked. Even if the parent entity, for example People, is datetracked, the extra information is not. However, if you want to track changes to specific EITs you can define date segments for Start and End Dates and use multiple rows of the EIT to track changes.

Extra Information Validation

The Extra Information flexfields have required data items that you must complete before saving the record. The Position Extra Information flexfield contains a Validate button, so that you can simultaneously save your changes and validate the data.

The system checks the data and notifies you in an error message if it finds any inconsistent data. You can then make the required corrections, and then choose the Validate button again to save and validate the data.

Extra Information Types (EITs) for US Federal

HR administrators or managers can update the assignment Telework information for their employees using the US Federal Telework Information EIT. HR administrators can use the Assignment, Extra Information window in Oracle HRMS and managers can use the Extra Information self-service page to provide the Telework details.

EITs and Security

Special and Extra Information types use CustomForm and Taskflow security to restrict access to information types as part of a specific user process. For example, in a Retirement process, you candesign your user process to include a separate federal service window as part of the taskflow and restrict the window to display only separation or termination-related information types.

EITs also have an extended security option to define access to all EITs at the responsibility level, not just one at a time. This means that you can also restrict access to EITs as part of a role-based security model. For example, you could limit line-manager access to a set of EITs that include job, person and assignment information types. You can do this more easily with EITs because you can restrict access to all EITs at the level of responsibility.

Restricting Access to Extra Information

You can restrict access to EITs using a combination of the following:

Note: This security does not apply to extra information on organizations.

Example Script for Registering Extra Information Types (EITs)

If you have created new organization EITs, you must create a SQL script to insert a row for each EIT into the relevant information type table. This is known as registering your information type. When you create your script, you can use the sample script provided as a guide.

Note: If you have created non-organization EITs, you use the concurrent process Register Extra Information Types (EITs) instead.

See: Register Extra Information Types (EITs)

Example Script to Register EITs

WHENEVER SQLERROR EXIT FAILURE ROLLBACK
REM /* $Header: example.sql $ */
REM =============================================
REM SQL Script File Name : example.sql
REM Description : This sql script inserts information
REM 1) HR_ORG_INFORMATION_TYPES
REM 2) HR_ORG_INFO_TYPES_BY_CLASS
REM =========================================
WHERE not exists (SELECT 1
--1) Insert into HR_ORG_INFORMATION_TYPES:---
-- Note different parameter value for single and multi-row
-- Note different parameters for this EIT
INSERT INTO HR_ORG_INFORMATION_TYPES
(ORG_INFORMATION_TYPE
,DESCRIPTION
,DESTINATION
,DISPLAYED_ORG_INFORMATION_TYPE
,FND_APPLICATION_ID
,LEGISLATION_CODE
,NAVIGATION_METHOD
)
SELECT
'<Organization EIT Name>'
,'<Description>'
,NULL
,'<Display value on the Organization form>'
,NULL
,'<legislation code US/GB/etc>'
,'<GM for multi-row - GS for single>'
FROM sys.dual
WHERE not exists (SELECT 1
FROM HR_ORG_INFORMATION_TYPES
WHERE ORG_INFORMATION_TYPE = '<Organization EIT Name>');
INSERT INTO HR_ORG_INFO_TYPES_BY_CLASS
(ORG_CLASSIFICATION
,ORG_INFORMATION_TYPE
,MANDATORY FLAG)
SELECT
'<Check lookup value for classification HR_BG for Business Group>'
, '<Organization EIT Name>'
,'N'
FROM sys.dual
WHERE not exists (SELECT 1
FROM HR_ORG_INFO_TYPES_BY_CLASS
WHERE ORG_INFORMATION_TYPE = '<Organization EIT Name>'
and
ORG_CLASSIFICATION = '< HR_BG for Business Group>');
/
COMMIT;
EXIT;

Setting Up Extra Information Types (Excluding Organization EITs)

The following steps explain how to set up Extra Information Types (EITs) to use in Oracle HRMS.

Note: EITs for organizations are set up differently. See: Setting Up Extra Information Types for an Organization Classification

  1. In the Descriptive Flexfield Segments window, select the relevant descriptive flexfield by title (for example, Extra Job Information). The descriptive flexfields available are:

  2. Unprotect the relevant extra information type using the Register Descriptive Flexfield window. You must do this before you can query the flexfield in the Descriptive Flexfield window.

  3. Create a new record in the Context Field Values region of the Descriptive Flexfield window and enter the name of your new Information Type in the Code field. As these are context-sensitive descriptive flexfields, enter INFORMATION_TYPE in the Reference Field.

  4. Enter the segment values and compile in the same way as a standard descriptive flexfield.

    See: Defining Descriptive Flexfield Structures, Oracle Applications Flexfields Guide

    Important: There are some predefined EITs in Oracle HRMS. These definitions are a fundamental part of your Oracle HRMS installation and any change to them may lead to errors in the operation of the system. Do not attempt to alter the definitions of these developer flexfields or to add other segments to them. It is possible that Oracle will use other segments of these flexfields in the future. Any changes you make may affect your ability to upgrade your system in the future.

    For US Federal users: Do not prefix EIT definitions with GHR_US. This prefix is reserved for the predelivered US Federal definitions.

  5. Reset the protection in the Register Descriptive Flexfield window so the flexfield remains a protected descriptive flexfield.

  6. Run the Register Extra Information Types (EITs) concurrent program to insert a row for each EIT into the relevant Information Type table. The following table lists the tables for each EIT.

    Extra Information Type Tables

    EIT Table
    Location HR_LOCATION_INFO_TYPES
    Job PER_JOB_INFO_TYPES
    Position PER_POSITION_INFO_TYPES
    Person PER_PEOPLE_INFO_TYPES
    Assignment PER_ASSIGNMENT_INFO_TYPES
    Previous Job PER_PREV_JOB_INFO_TYPES
    Contact PER_CONTACT_INFO_TYPES

    Important: Oracle applications use a standard 2- or 3-character product prefix followed by an underscore to name the predefined EITs. To avoid current and future naming conflicts, you should adopt a different naming convention for your Extra Information Types; for example CUSTOM_EXPAT_TAXABILITY.

  7. Use the Information Types Security window to set up responsibility level access to EITs.

    See: Setting Up Extra Information Types Against a Responsibility

    Your EIT will now be available anyone using the specified responsibilities. If you want to set up further security using CustomForm and task flow, continue with the next step.

  8. Use the Form Customization window to restrict access to specific EITs within the appropriate windows.

    See: Configuring a Window using CustomForm

  9. Use the Define Task Flow Nodes window to define new nodes for any CustomForm restrictions you have set up.

    See: Defining Task Flow Nodes

  10. Use the Define Task Flow window, or use Oracle Workflow, to define and change task flows to include any new nodes you have set up.

    See: Creating Task Flows Using Forms

    See: Creating Task Flows Using Workflow

Setting Up Extra Information Types for an Organization Classification

To add Extra Information Types (EITs) to an organization classification

  1. Define a new organization classification. You do not need to do this if you are setting up an EIT for a classification that already exists.

    Note: To define a new classification, enter a new value for the Lookup type ORG_CLASS in the Lookup Values window.

  2. Define the new EIT. See: Entering Table Values

  3. You need to enter rows into the following tables:

    Oracle recommends that you write a script to carry out the HR_ORG_INFORMATION_TYPES_PKG.INSERT_ROW procedure to create the rows in the base table and translation table. The procedure uses the following parameters:

    Parameter Column name Description
    X_ORG_INFORMATION_TYPE ORG_INFORMATION Name of the type (same as DDF context).
    X_DESCRIPTION DESCRIPTION Description of the extra information type.
    X_DISPLAYED_ORG_INFORMATION_TP DISPLAYED_ORG_INFORMATION_TYPE The Name of the Extra Information Type displayed in the Organization window.
    X_NAVIGATION_METHOD NAVIGATION_METHOD "GS" for single row, a user can only enter one extra information row for each organization. Alternatively, "GM" for multi row, a user can enter more than one row for each organization.
    X_LEGISLATION_CODE LEGISLATION_CODE Optionally, you can enter a legislation code to restrict to which business groups the EIT is available. If you do not enter a legislation code it will be valid for all business groups.
    X_DESTINATION DESTINATION This is set to Null.
    X_FND_APPLICATION_ID FND_APPLICATION_ID ID of application.
    X_CREATION_DATE CREATION_DATE Creation date.
    X_CREATED_BY CREATED_BY Created by (user ID).
    X_LAST_UPDATE_DATE LAST_UPDATE_DATE Date of last update.
    X_LAST_UPDATED_BY LAST_UPDATED_BY User ID of last person to update table.
    X_LAST_UPDATE_LOGIN LAST_UPDATE_LOGIN ID for the login session
  4. Specify for which organization classifications this EIT should be available.

    To do this, enter a row into HR_ORG_INFO_TYPES_BY_CLASS as shown in the following table:

    Column name Description
    ORG_CLASSIFICATION ORG_CLASS lookup code
    ORG_INFORMATION_TYPE Org extra information type
    MANDATORY_FLAG Y (for Yes) or N (for No)

Setting Up Extra Information Types For a Responsibility

Before a user can access an Extra Information Type (EIT), you must attach the EIT to the user's responsibility. If you do not link your information types to a responsibility, users cannot access your information types.

Note: You can select EITs for any legislation to add to a responsibility in this window. Users of the Oracle HRMS professional user interface are restricted to seeing the information types for the legislation of the business group to which they have access. Self-service users are restricted to seeing information types for the legislation of the record they are working with.

Use the Information Type Security window to link EITs to a responsibility.

Note: If you have created new document types for the Documents of Record function, you also use the Information Type Security window to link these document types to a responsibility.

See: Creating Document Categories, Subcategories, and Types

To set up EITs for a responsibility

  1. Select the name of the responsibility to which to attach the EIT.

    Note: The responsibilities displayed belong to the same application as the responsibility that you have used to display the Information Type Security window, for example, Human Resources. If you want to link an EIT to a responsibility from another application, for example, Advanced Benefits, you must access the Information Type Security window from an Advanced Benefits responsibility. If necessary, add the Information Types Security function to your responsibility.

    Oracle HRMS displays a list of EITs already associated with the responsibility you have chosen.

  2. Enter or select the new EIT you want to link to the responsibility.

  3. Save your work.

To copy EITs between responsibilities

  1. Query the responsibility from which you want to copy.

  2. Select the Copy Responsibility button

  3. Enter the responsibility to which you want to copy.

    This responsibility is then displayed with the new EITs.

  4. Save your work.

Entering Extra Information

The RPA contains a taskflow button that displays Extra Information that's required before you update the RPA to the HR database..

From the RPA you can also taskflow to the Job, Position, Person, and Location forms to enter or change Extra Information that does not accompany the specific personnel action that you're processing, such as a change in position data when processing an appointment.

To enter Extra Information in the RPA

  1. Choose Extra Information.

  2. Choose the Extra Information type that you want to display.

  3. Place your cursor in the Details field and click the mouse field to view or enter Extra Information data.

    The Details field is blank unless you have previously entered data in the flexfield or the system has entered data after updating a Request for Personnel Action.

  4. Enter information in the appropriate segments.

To access Extra Information in the People, and Assignment windows

  1. Choose the Others taskflow button.

  2. Choose Extra Information.

  3. Choose the Extra Information type that you want to display.

  4. Place your cursor in the Details field and click the mouse field to view or enter Extra Information data.

    The Details field is blank unless you have previously entered data in the flexfield or the system has entered data after updating a Request for Personnel Action.

Running the Register Extra Information Types (EITs) Process

Use this process to register any new Extra Information Types (EITs) (excluding Organization EITs).

You run this process from the Submit Requests window.

To run the Register Extra Information Types (EITs) process

  1. In the Name field, select Register Extra Information Types (EITs).

    The Parameters window opens.

  2. In the Table Name field, select the table in which the EIT will be registered.

  3. In the Information Type field, select the extra information type created in the Descriptive Flexfield Segments window. The value in the Table Name field determines which information types are available.

  4. In the Multiple Rows field, specify whether multiple occurrences of the same infotype can exist.

  5. In the Legislation Code field, select the legislation code for the information type. The default value is the legislation code of the current business group.

    Note: If the information type is global, the legislation code value should be Null.

  6. Optionally, enter a description for information type.

  7. Choose the Submit button.

US Federal InformationTables

Assignment Extra Information Types

Assignment Information Type Name: US Federal Assignment NTE Dates (GHR_US_ASG_NTE_DATES)

Description Lookup Type Name Type Req. Remarks
Assignment NTE Start Date none D none none
Assignment NTE none D none none
LWOP NTE Start Date none D none none
LWOP NTE none D none none
Suspension NTE Start Date none D none none
Suspension NTE none D none none
Furlough NTE Start Date none D none none
Furlough NTE none D none none
LWP NTE Start Date none D none none
LWP NTE none D none none
Sabbatical NTE Start Date none D none none
Sabbatical NTE none D none none

Assignment Information Type: US Federal Assignment Non-RPA (GHR_US_ASG_NON_SF52)

Description Lookup Type Name Type Req. Remarks
Date Arrived Personnel Office none D none none
Duty Status GHR_US_DUTY_STATUS X none validate segment with the Lookup type: no values seeded
Furlough Indicator GHR_US_FURLOUGH_IND      
Key Emergency Essential Empl GHR_US_ASGN_KEY_EMERG_ESSEN X none none
Non-Disclosure Agmt Status GHR_US_NON_DISCLOSURE_AGREE X none none
Date WTOP Exemption Expires none D none none
Part-time Indicator GHR_US_PART_TIME_INDICATOR X none none
Qualification Standards Waiver GHR_US_QUAL_STND_WAIVER X none validation: none
Trainee Promotion ID GHR_US_TRAINEE_PROMOTION_ID X none none
Date Trainee Promotion Expect none D none none
Special Employee Code GHR_US_SPCL_EMP_CODE X none none

Assignment Information Type: US Federal Assignment RPA (GHR_US_ASG_SF52)

Description Lookup Type Name Type Req. (R) Remarks
Step or Rate GHR_US_STEP X R Step-In-Grade-Civ
Tenure GHR_US_TENURE X R none
Annuitant Indicator GHR_US_ANNUITANT INDICATOR X R none
Pay Rate Determinant GHR_US_PAY_RATE_DETERMINANT X R none
Calculation Pay Table GHR_US_PAY_TABLE_ID X none none
Work Schedule GHR_US_WORK_SCHEDULE X R duplicate of Work Schedule in Position Group 1
Part-Time Hours Biweekly GHR_US_PART_TIME_HOURS N none min 0, max 199.99

Assignment Information Type Name: US FEDERAL ASSIGNMENT PROBATIONS GHR_US_ASG_PROBATIONS

Description Lookup Type Name Type Req. Remarks
Date Initial Probationary Period Begins none D none none
Date Initial Probationary Period Ends none D none none

Assignment Information Type: US Fed Telework Information( GHR_US_FED_TELEWORK_INFO)

Description Lookup Type Name Type Req. (R) Remarks
Telework Authorized GHR_US_TELEWORK_AUTH X R Default to 1 (Routine)
Telework Ineligibility Reason GHR_US_TELEWORK_INELIG_RSN X D  
Telework Denial Date   D    
Telework Agreement Start Date   D    
Telework Agreement End Date   D    
Telework Agreement Review Date        
Telework Schedule GHR_US_TELEWORK_SCHEDULE X    
Telework Training Complete Dt   D   Default from previous assignment record
Telework Termination Reason GHR_US_TERMINATION_RSN X    
Telework Terminated Date   D    
Telework Disability Accom     R Default to “No”

Location Extra Information Type

Location Information Type: US Federal Location Information (GHR_US_LOC_INFORMATION)

Description Lookup Type Name Type Req. Remarks
Duty Station ID * GHR_US_DUTY_STATION_ID N * Duty Station Code/Loc Area/Loc Percent

* Duty Station ID is stored. The application retrieves and displays the Duty Station Code and Description from the GHR_DUTY_STATIONS_F table.

Organization Extra Information Types

The following Value Sets and Lookup Types will be used in the Job and Position Key Flexfields. See the Position Key Flexfield and Job Key Flexfield for additional details.

Organization Information Type: US Federal Organization Information (at Business Group level) GHR_US_ORG_INFORMATION

Description Lookup Type Name Type Req. Remarks
Occupational Series (map to Value Set GHR_US_JOB_KFF_SEGMENT) sql script X X field size in Job must be 4
Position Title (map to Value Set GHR_US_POSITION_KFF_SEGMENT) sql script X X field size must be 60, validation: none
Position Descrip Num (map to Value Set GHR_US_POSITION_KFF_SEGMENT) sql script X X field size in Position must be 15, validation: none
Sequence Number (map to Value Set GHR_US_POSITION_KFF_SEGMENT) sql script N   field size in Position must be 15, validation: none
Agency/Subelement Code (map to Value Set GHR_US_POSITION_KFF_SEGMENT) sql script X X DINs JRB and JRC, field size must be 4
NFC Installed YES_NO X    
NFC Personnel Office ID GHR_US_PERSONNEL_OFFICE_ID X    
NFC Valid Code   X    
NFC Agency Code GHR_US_NFC_AGENCY_CODE X    

The following is additional information about GHR_US_ORG_INFORMATION:

Organization Information Type: US Federal Org Reporting Info (at HR Organization level) GHR_US_ORG_REPORTING_INFO

Description Lookup Type Name Type Req. Remarks
Agency / Subelement Code GHR_US_AGENCY_CODE X    
Organization Structure ID GHR_US_ORG_STRUCTURE_ID X   validation: none
Org Info Line 1   X   validation: none
Org Info Line 2   X   validation: none
Org Info Line 3   X   validation: none
Org Info Line 4   X   validation: none
Org Info Line 5   X   validation: none
Org Info Line 6   X   validation: none
OCT Organizational Title   X   validation: none

Person Extra Information Types

The Person Information Types for US Federal are available as part of:

Application: Human Resources

Title: Extra Person Information

In the Descriptive Flexfield Segments window, Context Field Values region, search for the appropriate person information types for US Federal.

Key for the Type column in the extra information tables

D: Date

N: Number

X: Varchar or variable character field

Person Information Type: US Federal Person RPA (GHR_US_PER_SF52)

Description Lookup Type Name Type Required Remarks
Citizenship GHR_US_CITIZENSHIP N Yes  
Veterans Preference GHR_US_VETERANS_PREF N Yes  
Veterans Preference for RIF GHR_US_VETERANS_PREF_FOR_RIF X Yes  
Veterans Status GHR_US_VET_STATUS X Yes  

Person Information Type Name: US Federal Person Group 1 (GHR_US_PER_GROUP1)

Description Lookup Type Name Type Required Remarks
Appointment Type GHR_US_APPOINTMENT_TYPE X    
Type of Employment GHR_US_TYPE_EMPLOYMENT X    
Race or National Origin GHR_US_RACE_NATIONAL_ORIGIN X    
Date Last Promotion   D    
Promotion Eligibility Date   D    
Agency Code Transfer From GHR_US_AGENCY_CODE X   LOV same as Agency Code
Current Appointment Auth (1) GHR_US_LEGAL_AUTHORITY X    
Current Appointment Auth (2) GHR_US_LEGAL_AUTHORITY X    
Country World Citizenship GHR_US_CNTRY_WRLD_CTZN X    
Handicap Code GHR_US_HANDICAP_CODE X   Handicap Reportable
Consent ID GHR_US_CONSENT_ID X   validation: none
Family Member Employment Pref GHR_US_FAM_MBR_EMPLMNT_PREF X    
Family Member Status GHR_US_FAMILY_MEMBER_STATUS X    
EHRI Employee ID GHR_US_EHRI_EMPLOYEE_ID N    
Career Tenure Authority Code GHR_US_LEGAL_AUTHORITY X    

Person Information Type: US Federal Person Group 2 (GHR_US_PER_GROUP2)

Description Lookup Type Name Type Required Remarks
Obligated Position Number GHR_US_OBLIG_POSN_NUM X   display length on screen must not change, validation: none
Obligated Position Type GHR_US_OBLIG_POSN_TYPE X   validation: none
Date Overseas Tour Expires   D    
Date Return Rights Expire   D    
Date Statutory Ret Rights Exp   D    
Civilian Duty Stat Contingency GHR_US_CIV_DTY_STATUS_CONT X    
Date Travel Agmt PCS Expires   D   Permanent Change in Station
Drawdown Action ID GHR_US_DRAWDOWN_ID X    
Pathways Program End Date FND_STANDARD_DATE D    
Phased Retirement Start Date FND_STANDARD_DATE D    
Phased Retirement NTE Date FND_STANDARD_DATE D    

Person Information Type: US Federal SCD Information (GHR_US_PER_SCD_INFORMATION)

Description Lookup Type Name Type Required Remarks
SCD Leave   D Yes  
SCD Civilian   D    
SCD RIF   D    
SCD TSP   D    
SCD Retirement   D    
SCD SES   D    
SCD Special Retirement   D    
Creditable Service for Annual Leave GHR_US_CREDIT_SVC_ANNUAL_LEAVE_4 X    
SCD Length of Service   D    

Person Information Type: US Federal Probations (GHR_US_PER_PROBATIONS)

Description Lookup Type Name Type Required Remarks
Date Prob/Trial Period Begins   D    
Date Prob/Trial Period Ends   D    
Date Spvr/Mgr Prob Ends   D    
Spvr/Mgr Prob Completion GHR_US_SUPV_MGR_PROB_COMP X    
Date SES Prob Expires   D    
Date Spvr/Mgr Prob Begins   D    

Person Information Type: US Federal Retained Grade (GHR_US_RETAINED_GRADE)

Description Lookup Type Name Type Required Remarks
Date From   X    
Date To   X    
Retained Grade GHR_US_GRADE_OR_LEVEL X    
Retained Step or Rate GHR_US_STEP X    
Retained Pay Plan GHR_US_PAY_PLAN X    
Retained Pay Table ID GHR_US_PAY_TABLE_ID X   seed partial list of pay tables
Retained Pay Basis GHR_US_PAY_BASIS X    
Temporary Promotion Step GHR_US_STEP X    

Person Information Type: US Federal Separation and Retirement (GHR_US_PER_SEPARATE_RETIRE)

Description Lookup Type Name Type Required Remarks
FERS Coverage GHR_US_FERS_COVERAGE X    
Previous Retirement Coverage GHR_US_PREV_RETIRE_COVER X    
Frozen Service GHR_US_FROZEN_SERVICE N   validation: none
NAF Retirement Indicator GHR_US_NAF_RETIRE_INDIC X    
Reason for Separation GHR_US_SEPARATION_REASON X    
Agency Code Transfer To GHR_US_AGENCY_CODE X   LOV same as Agency Code
Date Projected Retirement   D    
Mandatory Retirement Date   D    
Separate Pkg Status Indicator GHR_US_SEP_PKG_STAT_INDCTR X    
Separate Pkg Register Number GHR_US_SEP_PKG_REG_NUM X   no LOV, free form number, validation: none
Separate Payroll Office Number GHR_US_SEP_PAYROLL_OFFICE_NO X   validation: none
Date Ret Application Received   D    
Date Ret Pkg Sent to Payroll   D    
Date Ret Pkg Received Payroll   D    
Date Ret Pkg to OPM   D    
Disability Retirement Notification Date   D    
Retirement Date   D    
Manual Submission Reason Code GHR_US_GRDR_MANUAL_SUB_RSN_CD N    
Early Retirement Authority Cd   N    
Statutory Provision for Ret GHR_US_STAT_PROV_RETIREMENT X    
Retirement Claim Number   N    

Person Information Type: US Federal Security (GHR_US_PER_SECURITY)

Description Lookup Type Name Type Required Remarks
Sec Investigation Basis GHR_US_SEC_INVEST_BASIS X   validation: none
Type of Sec Investigation GHR_US_TYPE_SEC_INVESTIGATN X   validation: none
Date Sec Invest Required   D    
Date Sec Invest Completed   D    
Personnel Sec Clearance GHR_US_PERS_SEC_CLEAR X   validation: none
Sec Clearance Eligibility Date   D    
PRP/SCI Status Employment GHR_US_PRP/SCI_STATUS X    

Person Information Type Name: US Federal Conversions (GHR_US_PER_CONVERSIONS)

Description Lookup Type Name Type Required Remarks
Date Conversion Career Begins   D    
Date Conversion Career Due   D    
Date Recmd Conversion Begins   D    
Date VRA Conversion Due   D    
Date Recmd Conversion Due   D   display as segment 4, before Date VRA Conversion Due

Person Information Type Name: US Federal Uniformed Services (GHR_US_PER_UNIFORMED_SERVICES)

Description Lookup Type Name Type Required Remarks
Reserve Category GHR_US_RESERVE_CATEGORY X    
Military Recall Status GHR_US_MILITARY_RECALL X    
Creditable Military Service GHR_US_CREDIT_MIL_SVC N   validation: none
Date Retired Uniform Service   D    
Uniform Service Component GHR_US_UNIFRM_SRVC_COMPONT X    
Uniform Service Designation GHR_US_UNIFRM_SRVC_DESGNATN X    
Retirement Grade GHR_US_RETIREMENT_GRADE X    
Military Retirement Waiver Ind GHR_US_MIL_RETIREMNT_WAIVER X    
Exception Retirement Pay Ind GHR_US_EXCEPTION_RETIREMENT X    
Selective Service Registration Indicator YES_NO X    
Active Uniformed Service Indicator YES_NO X    
Military Character of Service Code GHR_US_MIL_CHAR_SVC_CODE X    
Military Service Serial Number GHR_US_MIL_SVC_SNO X    
Military Service Start Date   D    
Military Branch Type Code GHR_US_MIL_BRANCH_CODE X    
Military Discharge Type Code GHR_US_MIL_DISCHARGE_CODE X    
Current Uniform Status GHR_US_MIL_STATUS X    
Mil Service Deposit Elect Ind HR_US_YES_NO X    
Mil Service Deposit Surv Ind GHR_US_MIL_SVC_DEP_SUR_PAY_CD X    
National Guard Mil Ser Ind HR_US_YES_NO X    
National Guard Mil Ser Prov Cd GHR_US_NAT_GUARD_SVC_PROV_CD X    
Res Mil Ser Act Duty Start Yr GHR_US_NUM_4 N    
Res Mil Ser Act Duty End Yr GHR_US_NUM_4 N    
Res Mil Ser Act Duty End Yr GHR_US_NUM_4 N    
Cum Res Mil Ser Act Duty Years GHR_US_NUM_4 N    
Cum Res Mil Ser Act Duty Mos GHR_US_NUM_4 N    
Cum Res Mil Ser Act Duty Days GHR_US_NUM_4 N    

Person Information Type: US Federal User Information (GHR_US_PER_USER_INFO)

Description Lookup Type Name Type Required Remarks
Restricted Form GHR_US_RESTRICTED_FORM X    

Person Information Type: US Federal Workflow Routing Groups (GHR_US_PER_WF_ROUTING_GROUPS)

Description Lookup Type Name Type Required Remarks
Routing Group Name GHR_US_ROUTING_GROUP N Yes not seeded, but validated
Initiator YES_NO X Yes  
Requiredester YES_NO X Yes  
Authorizer YES_NO X Yes  
Personnelist YES_NO X Yes  
Approver YES_NO X Yes  
Reviewer YES_NO X Yes  
Default Routing Group YES_NO X Yes  

Person Information Type Name: US Federal Mass Action (GHR_US_PER_MASS_ACTION)

Description Lookup Type Name Type Required Remarks
Mass Salary Selection Flag YES_NO      
Mass Salary Comments        
Mass Salary Name GHR_US_MASS_SALARY_NAME      
Mass Transfer In Flag YES_NO      
Mass Transfer In Comments        
Mass Transfer In Name GHR_US_MASS_TRANSFERS_IN_NAME      
Agency Code Transfer To GHR_US_AGENCY_CODE     display size of four

Person Information Type Name: US Fed IPA Benefits Continuation (GHR_US_PER_BENEFITS_CONT)

Description Lookup Type Name Type Required Remarks
FEGLI Indicator   X    
FEGLI Election Date   D    
FEGLI Election Notification Date   D    
FEHB Indicator x X    
FEHB Election Date   D    
FEHB Election Notification Date   D    
Retirement Indicator YES_NO X    
Retirement Election Date   D    
Retirement Election Notification Date   D    
Continuation Election Date   D    
Continuation Election Notification Date   D    
Continuation Termination Insufficient Pay Election Date   D    
Continuation Termination Insufficient Pay Notification Date   D    
Continuation Termination Insufficient Pay Payment Type Code GHR_US_BEN_CONT_PAY_TYP_CODE X    

Person Information Type Name: US Federal Service Obligation (GHR_US_PER_SERVICE_OBLIGATION)

Description Lookup Type Name Type Required Remarks
Service Obligation Type Code GHR_US_SERVICE_OBLIG_CODE D    
Service Obligation Start Date   D    
Service Obligation End Date   D    

Person Information Type Name: US Federal Person Benefit Information (GHR_US_PER_BENEFIT_INFO)

Description Lookup Type Name Type Required Remarks
FEGLI Date Eligibility Expires   D    
FEHB Date Eligibility Expires   D    
FEHB Date Temp Eligibility   D    
FEHB Date Dependnet Cert Expir   D    
FEHB LWOP Contingency Start Date   D    
FEHB LWOP Contingency End Date   D    
FEHB Child Equity Court Order Date   D    
FERS Date Eligibility Expires   D    
FERS Election Date   D    
FERS Election Indicator YES_NO X    
TSP Agncy Contrib Elig Date   D    
TSP Emp Contrib Elig Date   D    
FEGLI Court Order Receipt Date FND_STANDARD_DATE D    
FERCCA Code GHR_US_FERCCA_CODE X    
Retire Designation of Beneficiary Indicator HR_US_YES_NO X    
FEGLI Event Code GHR_FEGLI_EVENT_CODES X    

Person Information Name: US Federal Person Leave Information (GHR_US_PER_LEAVE_INFO)

Description Lookup Type Name Type Required Remarks
Annual Leave Category   D    
Annual Leave 45 Day Code YES_NO X    
Date Sick Leave Expired Retired   D    
Leave Earning Status Pay Period Yes_NO X    

Person Information Name: US Fed NFC Separation Information (GHR_US_PER_NFC_SEPARATION_INFO)

Description Lookup Type Name Type Required Remarks
Retirement Deductions Refund GHR_US_YES_NO_UNKNOWN X    
Military Retirement Pay GHR_US_YES_NO_UNKNOWN X    
Military Waiver Received GHR_US_YES_NO_UNKNOWN X    
Survivor Election HR_YES_NO X    
Military Deposit HR_YES_NO X    
Part Time Service HR_YES_NO X    
Administrative Fee HR_YES_NO X    
Life Insurance Reduction GHR_US_LIFE_INSURE_REDUC X    
Disability Retirement Application HR_YES_NO X    

Person Information Name: US Federal Ethnicity and Race Category (GHR_US_PER_ETHNICITY_RACE)

Description Lookup Type Name Type Required Remarks
Hispanic GHR_US_YES_NO_NUMBER X    
American Indian or Alaskan Native GHR_US_YES_NO_NUMBER X    
Asian GHR_US_YES_NO_NUMBER X    
Black or African American GHR_US_YES_NO_NUMBER X    
Native Hawaiian or Other Pacific GHR_US_YES_NO_NUMBER X    
White GHR_US_YES_NO_NUMBER X    

US Federal Retirement Data Reporting Info (GHR_US_PER_RETIRE_DATA_RPT)

Name Lookup Type Name Displayed Enabled Required
GRDR Record Type Code GHR_US_GRDR_RECORD_TYPE_CD Y Y N
GRDR Record Identifier (ID)   Y Y N
GRDR HR Contact Name GHR_US_ACTIVE_EMPLOYEE Y Y N
GRDR HR Contact Work Number   Y Y N
GRDR HR Contact Fax Number   Y Y N
GRDR HR Contact Email Address   Y Y N
GRDR Gaining Organization Name   Y Y N
Indian Tribal Org Assign Ind HR_US_YES_NO Y Y N
Disability Retire App Date FND_STANDARD_DATE Y Y N
Special Tech Disability Ind HR_US_YES_NO Y Y N
Term or Life Threat Prior Ind HR_US_YES_NO Y Y N

US Federal Retirement Data Report Bank Details (GHR_US_PER_RETIRE_BANK_DETAILS)

Name Lookup Type Name Displayed Enabled Required
GRDR Direct Deposit Indicator HR_US_YES_NO Y Y Y
GRDR Financial Institution Name HR_US_FREE_TEXT_60 Y Y N
GRDR Routing Number HR_US_NACHA_ROUTING_NUMBER Y Y N
GRDR Account Number HR_US_FREE_TEXT_35 Y Y N
GRDR Account Type Code HR_US_ACCOUNT_TYPE Y Y N

US Federal Retirement Benefits (GHR_US_PER_RETIREMENT_BENEFITS)

Name Lookup Type Name Displayed Enabled Required
FEGLI Basic Coverage Indicator HR_US_YES_NO Y Y N
FEGLI Option A Indicator HR_US_YES_NO Y Y N
FEGLI Option B Number of Mult GHR_US_11P4_NUMBER Y Y N
FEGLI Option C Number of Mul GHR_US_11P4_NUMBER Y Y N
Date SF-2819 Issued FND_STANDARD_DATE Y Y N
Conv FEGLI to Priv Policy Ind HR_US_YES_NO Y Y N

US Federal Retirement Data OWCP (GHR_US_PER_RETIREMENT_OWCP)

Name Lookup Type Name Displayed Enabled Required
OWCP Claim Number   Y Y N

Position Extra Information Types

The Position Information Types for US Federal are available as part of:

Application: Human Resources

Title: Extra Position Information

In the Descriptive Flexfield Segments window, Context Field Values region, search for the appropriate position information types for US Federal.

Key for the Type column in the extra information tables

D: Date

N: Number

X: Varchar or variable character field

Position Information Type: US FEDERAL MASS ACTIONS (GHR_US_POS_MASS_ACTIONS)

Description Look-up Type Name Type Req. Remarks
Mass Realignment Flag YES_NO      
Mass Realignment Comments        
Personnel Office ID GHR_US_PERSONNEL_OFFICE_ID      
Agency Code / Subelem GHR_US_AGENCY_CODE      
Duty Station Code GHR_US_DUTY_STATION_ID      
Office Symbol GHR_US_OFFICE_SYMBOL      
Payroll Office ID GHR_US_PAYROLL_OFFICE      
Organization Function Code GHR_US_ORG_FUNC_CODE      
Appropriation Code 1 GHR_US_APPROPRIATION_CODE1      
Appropriation Code 2 GHR_US_APPROPRIATION_CODE2      
Position's Organization GHR_US_ORGANIZATION_ID      
Mass Realignment Name GHR_US_MASS_REALIGNMENT_NAME      
Mass Transfer Out Flag YES_NO      
Mass Transfer Out Comments        
Mass Transfer Out Name GHR_US_MASS_TRANFERS_OUT_NAME      

Position Information Type: US FEDERAL POSITION DESCRIPTION (GHR_US_POSITION_DESCRIPTION)

Description Look-up Type Name Type Req. Remarks
Date From   D    
Date To   D    
Position Description ID GHR_US_POSITION_DESCRIPTION N   SQL validated from GHR_POSITION_DESCRIPTION

Position Information Type: US FEDERAL POSITION GROUP 1 (GHR_US_POS_GRP1)

Description Look-up Type Name Type Req. Remarks
Personnel Office ID GHR_US_PERSONNEL_OFFICE_ID X * OPM supported codes
Office Symbol GHR_US_OFFICE_SYMBOL X   validation: none
OPM Organizational Component GHR_US_ORG_STRUCTURE_ID X * required input, validation: none
Occupation Category Code GHR_US_OCC_CATEGORY_CODE X   Formerly titled PATCOB
FLSA Category GHR_US_FLSA_CATEGORY X *  
Bargaining Unit Status GHR_US_BARG_UNIT_STATUS X *  
Competitive Level GHR_US_COMP_LEVEL X   validation: none
Work Schedule GHR_US_WORK_SCHEDULE X * duplicate of Work Schedule in Assignment SF52
Functional Class GHR_US_FUNCTIONAL_CLASS X    
Position Working Title GHR_US_WORKING_TITLE X   Duty Title LN Psn Title, validation: none
Position Sensitivity GHR_US_POSN_SENSITIVITY X    
Security Access GHR_US_SECURITY_ACCESS X    
PRP/SCI GHR_US_SECURITY_PRP/SCI X   PrsnlReliabilityPrgm/SnstvComprtmntdInfo
Supervisory Status GHR_US_SUPERVISORY_STATUS X *  
Type Employee Supervised GHR_US_TYPE_EMP_SUPERVISED X    
Payroll Office ID GHR_US_PAYROLL_OFFICE X   Agency designated codes, validate with GHR Look-up type
Timekeeper GHR_US_TIMEKEEPER X   DINs X5H, XHB, XJE, validation: none
Competitive Area GHR_US_COMP_AREA X   display after Competitive Level above, validation: none
Position's Organization * GHR_US_ORGANIZATION_ID N   HR_ORGANIZATION_UNITS.ORGANIZATION_ID
Part-Time Hours Bi-weekly   N   min 0, max 199.99
Supervisory Diff Eligibility GHR_US_SUPV_DIFF_ELIG X   display before segment titled Payroll Office ID
Cybersecurity Code GHR_US_CYBERSECURITY_CODE      
* The user should be presented with the HR Organization Name associated with this Org ID (HR_ORGANIZATION_UNITS.NAME) when entering or querying.

Position Information Type: US FEDERAL POSITION GROUP 2 (GHR_US_POS_GRP2)

Description Look-up Type Name Type Req. Remarks
Position Occupied GHR_US_POSITION_OCCUPIED N R Service Type
Organization Function Code GHR_US_ORG_FUNC_CODE X   validated but no values are seeded
Date Position Classified   D    
Date Last Position Audit   D    
Classification Official GHR_US_CLASSFCTN_OFFICIAL X    
Language Required GHR_US_LANGUAGE_REQUIRED X    
Drug Test GHR_US_DRUG_TEST X    
Financial Statement GHR_US_FINANCIAL_STATEMENT X    
Training Program ID GHR_US_TRAINING_PROGRAM_ID X    
Key Emergency Essential GHR_US_KEY_EMERG_ESSENTIAL X    
Appropriation Code 1 GHR_US_APPROPRIATION_CODE1 X    
Appropriation Code 2 GHR_US_APPROPRIATION_CODE2 X    
Intelligence Position Ind GHR_US_INTEL_POSN_INDICATOR X    
LEO Position Indicator GHR_US_LEO_POSN_INDICATOR X    
Position Type GHR_US_POSITION_TYPE X   display as first segment, default value as Appr
Computer Position Indicator YES_NO X    
EDP/HDP Last Review Date   D    
Special Population Code GHR_SPCL_POPULATION X    

Position Information Type: US FEDERAL POSITION GROUP 3 (GHR_US_POS_GRP3)

Description Look-up Type Name Type Req. Remarks
Working Title Code GHR_US_WORKING_TITLE_CODE X    
Official Title Prefix GHR_US_OFFICIAL_TITLE_PREFIX X    
Official Title Suffix GHR_US_OFFICIAL_TITLE_SUFFIX X    
Official Title Code GHR_US_OFFICIAL_TITLE_CODE X    
Headquarters Field Code GHR_US_HEADQUARTERS_FIELD X    
Classification Standard Code GHR_US_CLASSIFIED_STD_CODE X    
Projected Duties Indicator YES_NO X    
Vacancy Review Code GHR_US_VACANCY_REVIEW X    
Position Schedule GHR_US_POSN_SCHEDULE X    
Grade Basis Indicator GHR_US_GRADE_BASIS_INDIC X    
Procurement Integrity Act YES_NO X    
Presidential Appointment Indicator GHR_US_PRES_APPT_INDIC X    
Accounting Station GHR_US_ACCT_STATION X    
Custom Officer Pay Reform YES_NO X    
Early Retirement Indicator GHR_EARLY_RETIRE_CODE X    
Date Classification Request Received   D    
Maintenance Review Code GHR_US_POSN_MAIN_REVIEW_CODE X    
Classification Action Code GHR_US_POSN_CLASS_ACTION X    
NFC Agency Code GHR_US_NFC_AGENCY_CODE X    

Position Information Type: US FEDERAL INTERDISCIPLINARY (GHR_US_POSITION_INTERDISC)

Description Look-up Type Name Type Req. Remarks
Interdisciplinary Series Code GHR_US_OCC_SERIES X    
Interdisciplinary Title Code GHR_OFFICIAL_TITLE_CODE X    
Interdisciplinary Title Prefix GHR_OFFICIAL_TITLE_PREFIX X    
Interdisciplinary Title Suffix GHR_OFFICIAL_TITLE_SUFFIX X    

Position Information Type: US FEDERAL POSITION LANGUAGE REQUIREMENTS (GHR_US_POSITION_LANGUAGE)_

Description Look-up Type Name Type Req. Remarks
Language Identifier GHR_US_LANG_IDENTIFIER X    
Language Proficiency Level GHR_US_LANG_PROF_LEVEL X    
Language Reading Proficiency GHR_US_LANG_PROF X    
Language Speaking Proficiency GHR_US_LANG_PROF X    
Language Listening Proficiency GHR_US_LANG_PROF X    
Language Writing Proficiency GHR_US_LANG_PROF X    
Language Proficiency Test Date   D   Delivered as hidden (date maintained in Person SIT)

Position Information Type: US FEDERAL POSITION OBLIGATED (GHR_US_POS_OBLIG)

Description Look-up Type Name Type Req. Remarks
Expiration Date   D    
Obligated Type GHR_US_OBLIGATED_POSN_TYPE X    
Obligated Employee SSN GHR_US_OBLIGATED_EMPL_SSN X   validation: none

Position Information Type: US FEDERAL VALID GRADE INFO (GHR_US_POS_VALID_GRADE)

Description Look-up Type Name Type Req. Remarks
Valid Grade   X * value from Grade Key Flexfield
Target Grade   X   value from Grade Key Flexfield
Pay Table ID GHR_US_PAY_TABLE_ID X *  
Pay Basis GHR_US_PAY_BASIS X *  
Employment Category Group GHR_US_EMP_CAT_GRP X    
Professional Category GHR_US_PROF_CATEGORY X    
Clinical Specialty GHR_US_CLN_SPEC X    
Phys and Dent Pay Range Table GHR_US_PAY_TABLE_ID X    
Physician and Dentist Tier GHR_PHY_DENT_TIER X    

Position Information Type: US FEDERAL POSITION EDP/HDP TYPE

Description Look-up Type Name Type Req. Remarks
EDP/HDP Type GHR_US_HAZARD_TYPE X R  
Begin Date   D R  
End Date   D    

Position Information Type: US FEDERAL Alternate Federal (GHR_US_PERSONNEL_SYSTEM_ID)

Description Look-up Type Name Type Req. Remarks
Personnel System Indicator GHR_US_PERS_SYS_IND X *  

Position Information Type: US Fed Position Telework Information (GHR_US_FED_POSN_TELEWORK_INFO)

Description Look-up Type Name Type Req. Remarks
Telework Indicator GHR_US_TELEWORK_POSN_IND X R If Pay Plan is FWS and Equiv then 0 is defaulted else 1 will be defaulted.
Telework Position Ineligibility Reason GHR_US_TELEWORK_POSN_INELIG_RSN X   If Pay Plan is FWS and Equiv then 0 is defaulted else 1 will be defaulted.

US Federal Elements

Reporting Name: Accruals

The following tables list accrual elements.

Element Name: Home Leave

Description Input Value Units Look-up Type
Classification: PTO Accrual      
Category: Home Leave      
Type: Recurring      
Multiple Occurrences: No      
Eligibility Date Eligibility Date Date  
Accrual Days Per Year Accrual Days Per Year Int  
Last Action Code Last Action Code Char GHR_US_LAST_ACTION_CODE
Number Days Home Leave Auth Days Authorized Num  

Element Name: Hours Left to Work

Description Input Value Units Look-up Type
Classification: PTO Accrual      
Category: Balances      
Type: Recurring      
Multiple Occurrences: No      
Hours Left to Work Hours Left to Work Num  

Element Name: Intermittent Accrual

Description Input Value Units Look-up Type
Classification: PTO Accrual      
Category: Balances      
Type: Recurring      
Multiple Occurrences: No      
Days Intermittent Worked Days Worked Num  
Days Intermittent Worked SCD Days Worked SCD Num  
Hours Intermittent Worked SCD Hours SCD Num  
Intermittent Work Days Appraisal Appraisal Days Num  
Intermittent Days Worked Career Days Worked Career Num  
Intermittent Days Worked Probation Days Worked Probation Num  
Intermittent Days Worked WGI Days Worked WGI Num  
Intermittent Days Worked VRA Days Worked VRA Num  

Element Name: Non Pay Hours

Description Input Value Units Look-up Type
Classification: PTO Accrual      
Category: Balances      
Type: Recurring      
Multiple Occurrences: No      
Non Pay Hours Non Pay Hours Num  

Element Name: Non Pay Days

Description Input Value Units Look-up Type
Classification: PTO Accrual      
Category: Balances      
Type: Recurring      
Multiple Occurrences: No      
Non Pay Days Probation Probation Days Int  
Non Pay Days SCD Non Pay Days for SCD Int  
Non Pay Week Days VRA Non Pay Days for VRA Int  

Element Name: Salary Left to Earn

Description Input Value Units Look-up Type
Classification: PTO Accrual      
Category: Balances      
Type: Recurring      
Multiple Occurrences: No      
Salary Left to Earn Salary Left to Earn Num  

Reporting Name: Awards

Element Name: Federal Awards

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Awards & Prizes      
Type: Non-recurring      
Multiple Occurrences: Yes      
Award Agency Code Award Agency Char GHR_US_AGENCY_CODE_2
Award Type Award Type Char GHR_US_AWARD_TYPE
Amount of Incentive Award Amount or Hours Int  
Performance Award Percentage Percentage Num  
Date Award Earned Date Award Earned Date  
Award Appropriation Code Appropriation Code Char GHR_US_APPROPRIATION_CODE1
Date Ex Emp Award Paid Date Ex Emp Award Paid Date  

Reporting Name: Adjusted Basic Pay

Element Name: Adjusted Basic Pay

Description Input Value Units Look-up Type
Classification: Earnings      
Category: Regular      
Type: Recurring      
Multiple Occurrences: No      
Adjusted Basic Pay Amount Num  

Reporting Name: Basic Salary Rate

Element Name: Basic Salary Rate

Description Input Value Units Look-up Type
Classification: Earnings      
Category: Regular      
Type: Recurring      
Multiple Occurrences: No      
Basic Salary Rate Rate Num  

Reporting Name: Entitlement

Element Name: Entitlement

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Allowance      
Type: Recurring      
Multiple Occurrences: Yes      
Employee Entitlement Code Code Char GHR_US_ENTITLEMENT_CODE
Employee Entitlement Amount or Percent Amount or Percent Num  

Reporting Name: FEGLI

Element Name: FEGLI

Description Input Value Units Look-up Type
Classification: Voluntary Deduction      
Category: N/A      
Type: Recurring      
Multiple Occurrences: No      
FEGLI FEGLI Char GHR_US_FEGLI

Reporting Name: Environmental Differential Pay

Element Name: EDP Pay

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Allowance      
Type: Recurring      
Multiple Occurrences: Yes      
Premium Pay Indicator Premium Pay Ind Char GHR_US_PREM_PAY_IND
EDP Type EDP Type Char GHR_US_HAZZARD_TYPE

Reporting Name: Foreign Language Proficiency Pay

Element Name: Foreign Language Proficiency Pay

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Allowance      
Type: Recurring      
Multiple Occurrences: No      
Certification Date Certification Date Date  
Pay Level or Rate Pay Level or Rate Char GHR_US_PAY_LEVEL_RATE

Reporting Name: Foreign Transfer Allowance

Element Name: Foreign Transfer Allowance

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Allowance      
Type: Non Recurring      
Multiple Occurrences: Yes      
Last Action Code Last Action Code Char GHR_US_LAST_ACTION_CODE
Num Family Members Number Family Members Int  
Miscellaneous Expense Miscellaneous Expense Num  
Wardrobe Expense Wardrobe Expense Num  
Pre-departure Subsistence Expense Pre-departure Subsistence Expense Num  
Lease Penalty Expense Lease Penalty Expense Num  
Total Authorized Amount Amount Num  

Reporting Name: Hazard Pay

Element Name: Hazard Pay

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Allowance      
Type: Recurring      
Multiple Occurrences: Yes      
Premium Pay Indicator Premium Pay Ind Char GHR_US_PREM_PAY_IND
Hazard Type Hazard Type Char GHR_US_HAZARD_TYPE

Reporting Name: Health Benefits

Element Name: Health Benefits

Description Input Value Units Look-up Type
Classification: Voluntary Deduction      
Category: N/A      
Type: Recurring      
Multiple Occurrences: No      
Health Enrollment Enrollment Char  
Health Plans Health Plan Char  
Total Cost Temp Indicator Temps Total Cost Int  
Premium Rate Premium Rate Num  

Reporting Name: Health Benefits Pre-Tax

Element Name: Health Benefits Pre-Tax

Description Input Value Units Look-up Type
Classification: Pre-Tax Deduction      
Category: N/A      
Type: Recurring      
Multiple Occurrences: No      
Health Enrollment Enrollment Char GHR_US_ENROLLMENT
Health Plans Health Plan Char GHR_US_HEALTH_PLAN
Total Cost Temp Indicator Temps Total Cost Int GHR_US_TEMPS_TOTAL_COST
Premium Rate Premium Rate Num  

Reporting Name: Intergovt Personnel Act IPA

Element Name: Intergovt Personnel Act IPA

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Allowance      
Type: Recurring      
Multiple Occurrences: No      
IPA Local Salary Amount Amount Num  

Reporting Name: Locality Pay or SR Supplement

Element Name: Locality Pay

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Allowance      
Type: Recurring      
Multiple Occurrences: No      
Locality Pay or SR Supplement Rate Int  

Reporting Name: MD/DDS Special Pay

Element Name: MD/DDS Special Pay

Description Input Value Units Look-up Type
Classification: Earnings      
Category: Regular      
Type: Recurring      
Multiple Occurrences: No      
Full Time Status Amount Full Time Status Num  
Length of Service Amount Length of Service Num  
Scarce Speciality Amount Scarce Speciality Num  
Speciality or Board Certification Amount Speciality or Board Certification Num  
Geographic Location Amount Geographic Location Num  
Exceptional Qualifications Amount Exceptional Qualifications Num  
Executive Position Amount Executive Position Num  
Dentist Post Graduate Training Amount Num  
MD/DDS Total Special Pay Amount Amount Num  
MD/DDS Special Pay NTE Date MD/DDS Special Pay NTE Date Date  

Reporting Name: Non Pay Hours WGI

Element Name: Non Pay Hours WGI

Description Input Value Units Look-up Type
Classification: PTO Accrual      
Category: Balances      
Type: Recurring      
Multiple Occurrences: No      
Non Pay Hours WGI Non Pay Hours WGI Num  

Reporting Name: Other Pay

Element Name: AUO

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Allowance      
Type: Recurring      
Multiple Occurrences: No      
Premium Pay Indicator Premium Pay Ind Char GHR_US_PREM_PAY_IND
AUO Pay Amount Int  

Element Name: Availability Pay

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Allowance      
Type: Recurring      
Multiple Occurrences: No      
Premium Pay Indicator Premium Pay Ind Char *
Availability Pay Amount Int  

Element Name: Supervisory Differential

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Allowance      
Type: Recurring      
Multiple Occurrences: No      
Supervisory Differential Amount Int  
Supervisory Differential Percent Percentage Num  

Element Name: Staffing Differential

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Allowance      
Type: Recurring      
Multiple Occurrences: No      
Staffing Differential Amount Int  
Staffing Differential Percent Percent Num  

Element Name: Other Pay

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Allowance      
Type: Recurring      
Multiple Occurrences: No      
Other Pay Amount Capped Amount Amt  
Capped Other Pay Amount Amt  
Capped Amount Yes/No Char  

Reporting Name: Overseas

Element Name: Danger Pay

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Allowance      
Type: Recurring      
Multiple Occurrences: No      
Last Action Code Last Action Code Char GHR_US_LAST_ACTION_CODE
Location Location Char GHR_US_FOR_ALL_LOC

Element Name: Imminent Danger Pay

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Allowance      
Type: Non recurring      
Multiple Occurrences: No      
Amount Amount Int  
Location Location Char GHR_US_FOR_ALL_LOC
Last Action Code Last Action Code Char GHR_US_LAST_ACTION_CODE

Element Name: Living Quarters Allowance

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Allowance      
Type: Recurring      
Multiple Occurrences: No      
Amount Purchased Purchase Amount Int  
Date Purchased Purchase Date Date  
Amount Rent Rent Amount Int  
Amount Utility Utility Amount Int  
Last Action Code Last Action Code Char GHR_US_LAST_ACTION_CODE
Location Location Char GHR_US_FOR_ALL_LOC
Quarters Type Quarters Type Char GHR_US_QUARTERS_TYPE
Shared Percent Shared Percent Char  
Number of Family Members Num Family Members Int  
Summer Record Indicator Summer Record Ind Char  
Quarters Group Quarters Group Char GHR_US_QUARTERS_GROUP
Currency Currency Char GHR_US_CURRENCY
Utility Currency Currency Char GHR_US_CURRENCY
Purchase Currency Currency Char GHR_US_CURRENCY

Element Name: Living Quarters Allowance Paid

Description Input Value Units Look-up Type
Classification: Information      
Category: Reconciliation      
Type: Recurring      
Multiple Occurrences: No      
Amount Purchase Paid Purchase Amount Int  
Amount Rent Paid Rent Amount Int  
Amount Utilities Paid Utility Amount Int  
Pay Period Number Pay Period Number Char  
Date Last Reconciliation Date Last Recon Date  

Element Name: Post Differential

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Allowance      
Type: Recurring      
Multiple Occurrences: No      
Post Differential Percent Percentage Num  
Last Action Code Last Action Code Char GHR_US_LAST_ACTION_CODE
Location Location Char GHR_US_FOR_ALL_LOC
Entitlement Code Code Char GHR_US_POST_DIFF_CODE

Element Name: Post Allowance

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Allowance      
Type: Recurring      
Multiple Occurrences: No      
Allowance Amount Amount Int  
Last Action Code Last Action Code Char GHR_US_LAST_ACTION_CODE
Location Location Char GHR_US_FOR_ALL_LOC
Number of Family Members Num Family Members Char  

Reporting Name: Premium Pay

Element Name: Premium Pay

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Allowance      
Type: Recurring      
Multiple Occurrences: No      
Premium Pay Indicator Premium Pay Ind Char GHR_US_PREM_PAY_IND
Premium Pay Salary Flag Amount Int  

Element Name: Separate Maintenance Allowance

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Allowance      
Type: Recurring      
Multiple Occurrences: No      
Allowance Amount Amount Int  
Last Action Code Last Action Code Char GHR_US_LAST_ACTION_CODE
Category Category Char GHR_US_CATEGORY

Element Name: Temporary Lodging Allowance

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Allowance      
Type: Recurring      
Multiple Occurrences: No      
Allowance Type Allowance Type Char  
Allowance Daily Rate Daily Rate Int  

Reporting Name: Panama

Element Name: Tropical Differential

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Allowance      
Type: Recurring      
Multiple Occurrences: No      
Tropical Differential Indicator Indicator Char  
Tropical Differential Percent Percent Num  

Reporting Name: Part Time Hours

Element Name: Part Time Hours Worked

Description Input Value Units Look-up Type
Classification: Information      
Category: Regular Hours      
Type: Recurring      
Multiple Occurrences: No      
Part Time Hours Worked Pay Period Hours Num  

Reporting Name: Premium Pay

Element Name: Premium Pay

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Allowance      
Type: Recurring      
Multiple Occurrences: No      
Premium Pay Indicator Premium Pay Ind Char GHR_US_PREM_PAY_IND
Premium Pay Salary Flag Amount Int  

Reporting Name: Recruitment Incentive Lump Sum

Element Name: Recruitment Incentive Lump Sum

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Incentives      
Type: Non-recurring      
Multiple Occurrences: No      
Percent Percent Num  
Amount Amount Num  
Payment Option Option Char GHR_US_PAYMENT_OPTION

Reporting Name: Recruitment Incentive Bi-Weekly

Element Name: Recruitment Incentive Bi-Weekly

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Incentives      
Type:Recurring      
Multiple Occurrences: No      
Biweekly Amount Amount Num  
Total Amount Biweekly Payments Amount Num  
Payment Option Option Char GHR_US_PAYMENT_OPTION

Reporting Name: Relocation Incentive Lump Sum

Element Name: Relocation Incentive Lump Sum

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Incentives      
Type: Non-recurring      
Multiple Occurrences: No      
Percent Percent Num  
Amount Amount Num  
Payment Option Option Char GHR_US_PAYMENT_OPTION

Reporting Name: Relocation Incentive Bi-Weekly

Element Name: Relocation Incentive Bi-Weekly

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Incentives      
Type:Recurring      
Multiple Occurrences: No      
Biweekly Amount Amount Num  
Total Amount Biweekly Payments Amount Num  
Payment Option Option Char GHR_US_PAYMENT_OPTION

Reporting Name: Retention Incentive Lump Sum

Element Name: Retention Incentive Lump Sum

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Incentives      
Type: Non-recurring      
Multiple Occurrences: No      
Percent Percent Num  
Payment Option Option Char GHR_US_PAYMENT_OPTION

Reporting Name: Retention Incentive Bi-Weekly

Element Name: Retention Incentive Bi-Weekly

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Incentives      
Type: Recurring      
Multiple Occurrences: No      
Percent Percent Num  
Payment Option Option Char GHR_US_PAYMENT_OPTION

Reporting Name: Retirement Annuity

Element Name: Retirement Annuity

Description Input Value Units Look-up Type
Classification: Information      
Category: Retirement      
Type: Recurring      
Multiple Occurrences: No      
Retirement Annuity Sum Sum Num  
Eligibility Expires Eligibility Expires Date  

Reporting Name: Retirement Plan

Element Name: Retirement Plan

Description Input Value Units Look-up Type
Classification: Voluntary Deduction      
Category: Retirement      
Type: Recurring      
Multiple Occurrences: No      
Retirement Plan Plan Char GHR_US_RETIREMENT_PLAN

Reporting Name: Separation Incentive Bi-Weekly

Element Name: Separation Incentive Bi-Weekly

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Incentives      
Type: Recurring      
Multiple Occurrences: No      
Biweekly Amount Amount Num  
Total Amount Amount Num  
Payment Start Date Date    
Payment End Date Date    

Reporting Name: Separation Incentive Lump Sum

Element Name: Separation Incentive Lump Sum

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Incentives      
Type: Non-recurring      
Multiple Occurrences: Yes      
Amount Amount Num  
Payment Start Date Date    
Payment Option Option Char GHR_US_PAYMENT_OPTION

Reporting Name: Severance Pay

Element Name: Severance Pay

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category: Dismissal Payments      
Type: Non-recurring      
Multiple Occurrences: Yes      
Severance Pay Amount Num  
Severance Pay Number Weeks Total Entitlement Weeks Int  
Severance Pay Weeks Paid Number Weeks Paid Int  
Severance Pay Weekly Amount Weekly Amount Num  

Reporting Name: Student Loan Repayment Lump Sum

Element Name: Student Loan Repayment Lump Sum

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category:      
Type: Non-recurring      
Multiple Occurrences: Yes      
Lump Sum Amount Amount Int  
Review Date Date Date  

Reporting Name: Student Loan Repayment

Element Name: Student Loan Repayment

Description Input Value Units Look-up Type
Classification: Supplemental Earnings      
Category:      
Type: Recurring      
Multiple Occurrences: No      
Biweekly Amount Amount Int  
Review Date Date Date  

Reporting Name: Thrift Saving Plan

Element Name: TSP

Description Input Value Units Look-up Type
Classification: Pre-Tax Deductions      
Category: Deferred Comp 401K      
Type: Recurring      
Multiple Occurrences: No      
TSP Employee Amount Amount Money  
TSP Rate Rate Num  
TSP Status Status Char GHR_US_TSP_STATUS
TSP Status Date Status Date Date  

Reporting Name: Thrift Saving Plan Catch Up

Element Name: TSP Catch Up Contributions

Description Input Value Units Look-up Type
Classification: Pre-Tax Deductions      
Category: Deferred Comp 401K      
Type: Recurring      
Multiple Occurrences: No      
TSP Catch Up Amount Amount Num  

Reporting Name: Total Pay

Element Name: Total Pay

Description Input Value Units Look-up Type
Classification: Earnings      
Category: Regular      
Type: Recurring      
Multiple Occurrences: No      
Total Salary Amount Num  

Reporting Name: Unadjusted Basic Pay

Element Name: Unadjusted Basic Pay

Description Input Values Units Lookup Types
Classification: Information      
Category: Regular      
Type: Recurring      
Multiple Occurrences: No      
GM Unadjusted Basic Pay Amount Num  

Reporting Name: Within Grade Increase

Element Name: Within Grade Increase

Description Input Value Units Look-up Type
Classification: Information      
Category: WGI      
Type: Recurring      
Multiple Occurrences: No      
WGI Status Status Int GHR_US_WGI_STATUS
Date WGI Due Date Due Date  
WGI Pay Date Pay Date Date  
Date Last Equivalent Increase Last Increase Date Date  
Date WGI Postpone Effective Postponement Effective Date  
Date WGI Postpone Detail Due Postponement Determ Due Date  

US Federal Key Flexfields

Refer to the tables in this topic for detailed information on key flexfield descriptions and lookups.

Position Key Flexfield

When you define the position key flexfield, you must define the following segments and then map these segments to the Organization Extra Information Type: US FEDERAL ORGANIZATION INFORMATION.

Value sets and Lookup Types must be used in the Position Key Flexfield segments as indicated in the following table.

See: Setting up the Position Flexfield

Position Key Flexfield

Description Lookup Type Name Type Req.
Position Title (map to GHR_US_ORG_INFORMATION) GHR_US_POSITION_TITLE X *
Position Descrip Num (map to GHR_US_ORG_INFORMATION) GHR_US_POS_DESC_NUM X *
Sequence Number (map to GHR_US_ORG_INFORMATION) GHR_US_SEQUENCE_NUM N Not required for NFC implementations
Agency/Subelement Code (map to GHR_US_ORG_INFORMATION) GHR_US_AGENCY_CODE X *
NFC Personnel Office ID GHR_US_PERSONNEL_OFFICE_ID X Required only for NFC implementations
NFC Valid Grade GHR_GRADES X Required only for NFC implementations
NFC Agency Code GHR_US_NFC_AGENCY_CODE X Required only for NFC implementations

Job Key Flexfield

The Oracle Federal Human Resource product requires the following segment be contained in the client's Job Key Flexfield. After defining the Job Key Flexfield, you map this segment to the Organization Extra Information Type: US FEDERAL ORGANIZATION INFORMATION.

See the Organization Extra Information Type: US FEDERAL ORGANIZATION INFORMATION for additional details about the Job Key Flexfield.

Value sets and Lookup Types must be used in the Job Key Flexfield segment as indicated in the following table. Value Sets and Lookup Types must contain the same name as indicated in the Lookup Type column.

See: Setting up the Job Flexfield

Job Key Flexfield

Description Lookup Type Name Type Req. Remarks
Structure Name: (determined by client)        
Occupational Series (map to GHR_US_ORG_INFORMATION) GHR_US_OCC_SERIES X *  

Grade Key Flexfield

Grade Key Flexfield: US FEDERAL GRADE

Description Lookup Type Name Type Req. Remarks
Pay Plan GHR_US_PAY_PALN X *  
Grade or Level GHR_US_GRADE_OR_LEVEL X *  

People Group Key Flexfield

There are no minimum requirements for the People Group Key Flexfield.

Cost Allocation Key Flexfield

There are no minimum requirements for the Cost Allocation Key Flexfield.

Personal Analysis Key Flexfields

The Personal Analysis Key Flexfields include the Special Information Types listed below.

Personal Analysis Information Type: US FEDERAL EDUCATION (US Fed Education)

Description Lookup Type Name Type Req. Remarks
Education Level GHR_US_EDUCATIONAL_LEVEL X none none
Academic Discipline GHR_US_ACADEMIC_DISCIPLINE X none instructional program
Year Degree/Cert Attained GHR_US_YEAR_DEGREE_ATTAINED N none validation: none
Credit Hours GHR_US_CREDIT_HOURS N none validation: none
Credit Type GHR_US_CREDIT_TYPE X none none
Type of School GHR_US_TYPE_OF_SCHOOL X none none
College-Major-Minor GHR_US_COLLEGE_MAJ_MIN X none none
Academic Institution Name GHR_US_ACADEMIC_INSTITUTION X none none
Coop Graduation Date FND_STANDARD_DATE D none none

Personal Analysis Information Type: US FEDERAL CONDITIONS OF EMPLOYMENT (US Fed Cndtn of Emplmt)

Description Lookup Type Name Type Req. Remarks
Drug Test Date FND_STANDARD_DATE D none none
Physical Exam or Test Type GHR_US_PHYSICAL_EXAM X none none
Physical Date FND_STANDARD_DATE D none none
Type of Occupational Cert GHR_US_TYPE_OCC_CERT X none none
Date Occupational Cert Issued FND_STANDARD_DATE D none none
Drug Test Notification Issued   D none none

Personal Analysis Information Type: US FEDERAL CONDUCT PERFORMANCE (US Fed Conduct Perf)

Description Lookup Type Name Type Req. Remarks
Cause of Disciplinary Action GHR_US_CAUSE_DISP_ACTION X none none
Date of Adverse Action FND_STANDARD_DATE D none none
Days Suspended GHR_US_DAYS_SUSPENDED N none validation: none
Date Suspension Over 30 Days FND_STANDARD_DATE D none none
Date Suspension Under 30 Days FND_STANDARD_DATE D none none
PIP Action Taken GHR_US_PIP_ACTION_TAKEN X none none
PIP Beginning Date FND_STANDARD_DATE D none none
PIP Ending Date FND_STANDARD_DATE D none none
PIP Extensions GHR_US_PIP_EXTENSIONS X none validation: none
PIP Length GHR_US_PIP_LENGTH X none validation: none
Adverse Action NOAC GHR_US_ADVERSE_ACTION_NOAC X none display as first segment

Personal Analysis Information Type: US FEDERAL LANGUAGE (US Fed Language)

Description Lookup Type Name Type Req. Remarks
Language Identifier GHR_US_LANG_IDENTIFIER X none none
Language Proficiency Source GHR_US_LANG_PROF_SOURCE X none none
Language Proficiency Level GHR_US_LANG_PROF_LEVEL X none none
Language Proficiency Test Date FND_STANDARD_DATE D none none
Language Evaluation Method GHR_US_LANG_EVAL_METHOD X none none
Language Reading Proficiency GHR_US_LANG_PROF X none none
Language Speaking Proficiency GHR_US_LANG_PROF X none none
Language Listening Proficiency GHR_US_LANG_PROF X none none
Language Writing Proficiency GHR_US_LANG_PROF X none none
Language Work Experience GHR_LANG_WORK_EXP X none none

Personal Analysis Information Type: US FEDERAL PERFORMANCE APPRAISAL (US Fed Perf Appraisal)

Description Lookup Type Name Type Req. Remarks
Appraisal Type GHR_US_APPRAISAL_TYPE X none QBJ and QHJ
Rating of Record GHR_US_RATING_OF_RECORD X none QBC and QHC, validation: none
Date Effective FND_STANDARD_DATE D none QBB and QHB
Rating of Record Pattern GHR_US_RATING_PATTERN X none none
Rating of Record Level GHR_US_RATING_LEVEL X none none
Date Appraisal Period Starts FND_STANDARD_DATE D none none
Date Appraisal Period Ends FND_STANDARD_DATE D none none
Unit GHR_US_UNIT X none QBE and QHE, validation: none
Organization Structure ID GHR_US_ORG_STRUCTURE_ID X none validation: none
Office Symbol GHR_US_OFFICE_SYMBOL X none QBF and QHF, validation: none
Pay Plan GHR_US_PAY_PLAN X none QBH and QHH
Grade GHR_US_GRADE_OR_LEVEL X none QBG and QHG
Date Due FND_STANDARD_DATE D none none
Appraisal System Identifier GHR_US_APPRAISAL_SYS_ID X none validation: none
Date Initial Appraisal Due FND_STANDARD_DATE D none none
Optional Information GHR_US_OPTNL_APPR_INFO X none validatation: none
Performance Rating Points GHR_US_PERF_RATING_POINTS none none none

Personal Analysis Information Type: US FEDERAL SPECIAL CONSIDERATION (US Fed Spcl Consdrtn)

Description Lookup Type Name Type Req. Remarks
Spcl Plcmt Consid Reason GHR_US_SPEC_PLCMT_CNSID_RSN X none none
Date Prty Plcmt Consid Begins FND_STANDARD_DATE D none none
Date Prty Plcmt Consid Ends FND_STANDARD_DATE D none none
Spcl Pay Plan GHR_US_PAY_PLAN X none duplicate value set to Pay Plan under Grade
Spcl Grade GHR_US_GRADE_OR_LEVEL X none none
Spcl Plcmt Pay Plan - 1 GHR_US_PAY_PLAN X none duplicate value set to Pay Plan under Grade
Acceptable Grade - 1 GHR_US_GRADE_OR_LEVEL X none none
Spcl Plcmt Pay Plan - 2 GHR_US_PAY_PLAN X none duplicate value set to Pay Plan under Grade
Acceptable Grade - 2 GHR_US_GRADE_OR_LEVEL X none none
Spcl Plcmt Pay Plan - 3 GHR_US_PAY_PLAN X none duplicate value set to Pay Plan under Grade
Acceptable Grade - 3 GHR_US_GRADE_OR_LEVEL X none none
Spcl Plcmt Pay Plan - 4 GHR_US_PAY_PLAN X none duplicate value set to Pay Plan under Grade
Acceptable Grade - 4 GHR_US_GRADE_OR_LEVEL X none none
Date Reemployment Rights Expire FND_STANDARD_DATE D none none

NOAC Families and Request Information Types

The following table lists the NOAC family names and the associated Nature of Action codes.

NOAC Families
NOAC Family/CODE Nature of Action Code
Appointment
APP
100, 101, 107, 108, 112, 115, 117, 120, 122, 124, 130, 132, 140, 141, 142,143, 145, 146, 147, 148, 149, 150, 151,153, 154,155, 156, 157, 170, 171, 190, 198, 199
Award
AWARD
815, 816, 825, 840, 841, 842, 843, 844, 845, 846, 847, 848, 849, 872, 873, 874, 875, 876, 877, 878, 879, 885, 886, 887, 889
Benefits Info
BEN_INFO
100, 101, 107, 108, 112, 115, 120, 122, 124, 140, 141, 142, 143, 146, 148, 149, 150, 151, 153, 154, 155, 156, 170, 171, 190, 198, 199
500, 501, 507, 508, 512, 515, 520, 522, 524, 540, 541, 542, 543, 546, 548, 549, 550, 551, 553, 554, 555, 570, 571, 590
769,770,772,773,780,781,782,790,792,702,703,713,721,740,741,742,750,755,760,761,762,765
Cancellation
CANCEL
001
Change in Duty Station
CHG_DUTY_STATION
792
Change in FEGLI
CHG_FEGLI
881
Change in Hours
CHG_HOURS
782
CHG_NAME
Name Change
780
Change in Retirement Plan
CHG_RETIRE_PLAN
803
Change in Service Computation Date
CHG_SCD
882
Change in Schedule and Hours
CHG_SCHED_HOURS
781, 782
Change in Tenure
CHG_TENURE
880
Change in Veterans Preference
CHG_VET_PREF
883
Change in Work Schedule
CHG_WORK_SCHED
781
Correction
CORRECT
002
Change to Lower Grade
GHR_SAL_CHG_LG
713
Denial of Within Grade Increase
GHR_SAL_DENIAL_WGI
888
Extension of NTE
EXT_NTE
750, 760, 761, 762, 765, 769, 770, 772, 773
Incentive
GHR_INCENTIVE
815, 816, 825, 827
Locality Payment
GHR_SAL_LOCAL_PAY
895
Living Benefits
LIV_BENEFITS
805, 806
MD/DDS Nurse Special Pay
GHR_SAL_MDDDS_NURSE_PAY
850, 855
Non Pay/Non Duty Status
NON_PAY_DUTY_STATUS
430, 450, 452, 460, 462, 471, 472, 473, 480
Other Pay
OTHER_PAY
810, 818, 819
Pay Adjustment
GHR_SAL_PAY_ADJ
890, 894, 896, 897
Promotion
GHR_SAL_PROM
702, 703
Quality Increase
GHR_SAL_QUALITY_INCR
892
RIF Exception
RIF_EXCP
755
Separation
SEPARATION
300 -390
Student Loan Repayment
GHR_STUDENT_LOAN
817
Step Increase with Pay
GHR_SAL_STEP_INCR_PAY
867, 891,893,893
Step Adjustment
GHR_SAL_STEP_ADJ
899
Termination of Grade Retention
GHR_SAL_TERM_GRET
866
Termination of Interim WGI
GHR_SAL_TERM_IWGI
868
Phased Retirement GHR_PHASED_RETIREMENT 615, 616

The following table lists the Request Information Type family names, and the associated Nature of Actions and RPA Information Types.

Request Information Type Families
Request Information Type Family/CODE Nature of Action Codes (NOACs) Request Information Type Name/CODE
Appointment Info APPT_INFO 100, 101, 107, 108, 112, 115, 120, 122, 124, 140, 141, 142, 143, 146, 148, 149, 150, 151, 153, 154, 155, 156, 170, 171, 190, 198, 199 US Fed Appointment Information GHR_US_PAR_APPT_INFO, US Federal Benefits GHR_US_PAR_FEDERAL_BENEFITS, US Fed Conversion Dates GHR_US_PAR_CONVERSION_DATES, US Fed SCD Information GHR_US_PAR_SCD_INFO, US Fed Probation Info GHR_US_PAR_PROBATION_INFO, US Federal Retirement Data Reporting (GHR_US_PAR_RETIRE_DATA_RPT)
Appointment Transfer APPT_TRANS 130, 132, 145, 147, 157 US Fed Appointment with Transfer GHR_US_PAR_APPT_TRANSFER
Award and Bonus Info AWARDS_BONUS 825, 872, 873, 874, 875, 876, 877, 878, 879, 885, 886, 887, 889 US Fed Award and Bonus Information GHR_US_PAR_AWARDS_BONUS
Benefits Information BEN_INFO 100, 101, 107, 108, 112, 115, 120, 122, 124, 140, 141, 142, 143, 146, 148, 149, 150, 151, 153, 154, 155, 156, 170, 171, 190, 198, 199
500, 501, 507, 508, 512, 515, 520, 522, 524, 540, 541, 542, 543, 546, 548, 549, 550, 551, 553, 554, 555, 570, 571, 590
769,770,772,773,780,781,782,790,792,702,703,713,721,740,741,742,750,755,760,761,762,765
US Federal IPA Benefits Continuation GHR_US_PAR_BENEFITS_CONT
US Fed Retirement System Info GHR_US_PAR_RETIRMENT_SYS_INFO
US Federal Benefit Information GHR_US_PAR_BENEFIT_INFO
Change in Data Element CHG_DATA_ELEMENT 800 US Fed Change in Data Element GHR_US_PAR_CHG_DATA_ELEMENT
Change Schedule and Hours CHG_SCHED_HOURS 781, 782 US Fed Change Schedule and Hours GHR_US_PAR_CHG_HOURS
US Federal Health Benefits GHR_US_PAR_FED_HEALTH_BENEFITS
Change in Retirement Plan CHG_RETIRE_PLAN 803, 890 US Fed Change in Retirement Plan GHR_US_PAR_RETIRE_PLAN
Change in Tenure CHG_TEN 880, 890 US Fed Change in Tenure GHR_US_PAR_CHG_TEN
Conversion to Appointment CONV_APP 500, 501, 507, 508, 512, 515, 520, 522, 524, 540, 541, 542, 543, 546, 548, 549, 550, 551, 553, 554, 555, 570, 571, 590 US Fed Conversion to Appointment GHR_US_PAR_CONV_APP, US Federal Benefits GHR_US_PAR_FEDERAL_BENEFITS, US Fed Conversion Dates GHR_US_PAR_CONVERSION_DATES, US Fed SCD Information GHR_US_PAR_SCD_INFO, US Fed Probation Info GHR_US_PAR_PROBATION_INFO
Danger Pay GHR_DANGER_PAY 100-199 (except 132) US Fed Benefit Danger Pay GHR_US_PAR_DANGER_PAY
EDP Pay GHR_EDP_PAY 100-199 (except 132), 500-599, 702, 703, 713, 721 US Fed Benefit EDP Pay GHR_US_PAR_EDP_PAY
Entitlement GHR_ENTITLEMENT 100-199 (except 132), 500-599, 702, 703, 713, 721, 800 US Fed Benefit Entitlement GHR_US_PAR_ENTITLEMENT
Foreign Lang Prof Pay GHR_FOR_LANG_PROF_PAY 100-199 (except 132), 500-599, 702, 703, 713 US Fed Benefit Foreign Lang Prof Pay GHR_US_PAR_FOR_LANG_PROF_PAY
Foreign Transfer Allowance GHR_FOR_TRANSER_ALLOW 100-199 (except 132), 500-599, 721, 702, 703, 713, 792 US Fed Benefit Foreign Transfer Allowance GHR_US_PAR_FOR_TRANSER_ALLOW
Hazard Pay GHR_HAZARD_PAY 100-199 (except 132), 500-599, 702, 703, 713, 721 US Fed Benefit Hazard Pay GHR_US_PAR_HAZARD_PAY
Imminent Danger Pay GHR_IMMINENT_DANGER_PAY 100-199 (except 132) US Fed Benefit Imminent Danger Pay GHR_US_PAR_IMMNT_DANGER_PAY
Incentives GHR_US PER_SER_OBLIGATION 815, 816, 827 US Federal Service Obligation GHR_US PER_SER_OBLIGATION
Incentives GHR_US_PER_RETENTION_INCENTIVE 827 US Federal Retention GHR_US_PER_RETENTION_INCENTIVE
Living Quarters Allowance GHR_PAR_LIVING_QUARTERS_ALLOW 100-199 (except 132) US Fed Benefit Living Quarters Allowance GHR_US_PAR_LIVING_QUART_ALLOW
MD/DDS Special Pay GHR_MD_DDS_PAY_INFO 850 US Fed MD/DDS Special Pay GHR_US_PAR_MD_DDS_PA
Non Pay/Non Duty Status NON_PAY_DUTY_STATUS 430, 450, 452, 460, 462, 480 US Fed Non Pay or Non Duty GHR_US_PAR_NON_PAY_DUTY_STATUS
Position Change POSN_CHG 740, 741 US Fed Position Change
Post Differential Amount GHR_POST_DIFFERENTIAL_AMOUNT 100-199 (except 132) US Fed Benefit Post Differential Amount GHR_US_PAR_POST_DIFF_AMOUNT
Post Differential Percent GHR_POST_DIFFERENTIAL_PERCENT 100-199 (except 132) US Fed Benefit Post Differential Percent GHR_US_PAR_POST_DIFF_PERCENT
Premium Pay GHR_PREMIUM_PAY 100-199 (except 132), 500-599, 702, 703, 713, 721 US Fed Benefit Premium Pay GHR_US_PAR_PREMIUM_PAY
Realignment REALIGNMENT 790 US Fed Realignment GHR_US_PAR_REALIGNMENT
Reassignment REASSIGNMENT 721 US Fed Reassignment GHR_US_PAR_REASSIGNMENT
Retained Grade RETAINED_GRADE 713, 740 US Fed Retained Grade GHR_US_PAR_RETAINED_GRADE
Retirement Annuity GHR_RETIREMENT_ANNUITY 100-199 (except 132), 500-599, 803 US Fed Benefit Retirement Annuity GHR_US_PAR_RETIREMENT_ANNUITY
US Federal Uniformed Services (GHR_US_PAR_UNIFORMED_SERVICES)
Return to Duty RETURN_TO_DUTY 280, 292, 293 US Fed Return to Duty GHR_US_PAR_RETURN_TO_DUTY
Salary Change SALARY_CHG_INFO 702, 703, 713, 850, 855, 867, 868, 890, 891, 892, 893, 895, 896, 899 US Fed Salary Change GHR_US_PAR_SALARY_CHG
Salary Change SALARY_CHG_INFO4 892 US Fed QSI Award Information GHR_US_PAR_QSI_AWARD
Separate Maintenance Allowance GHR_SEP_MAINT_ALLOWANCE 100-199 (except 132) US Fed Benefit Separate Maintenance Allowance GHR_US_PAR_SEP_MAINT_ALLOWANCE
Severance Pay GHR_SEVERENCE_PAY 300-399 (except 352) US Fed Benefit Severance Pay GHR_US_PAR_SEVERANCE_PAY
US Federal Uniformed Services (GHR_US_PAR_UNIFORMED_SERVICES)
Student Loan Repayment GHR_STUDENT_LOAN_INFO 817 US Federal Student Loan Repayment GHR_US_PAR_STUDENT_LOAN
Temporary Lodging Allowance GHR_TEMP_LODGING_ALLOWANCE 100-199 (except 132) US Fed Benefit Temporary Lodging Allowance GHR_US_PAR_TMP_LODGE_ALLOWANCE
Thrift Savings Plan GHR_THRIFT_SAVINGS_PLAN 100-199 (except 132), 500-599, 803 US Fed Benefit Thrift Savings Plan GHR_US_PAR_TSP
Transfer Information MASS_TERM 352 US Fed Transfer Information GHR_US_PAR_MASS_TERM
All families (all NOACs) US Fed Agency Data GHR_US_PAR_GEN_AGENCY_DATA
All families 471, 472, 473 US Fed Leave Without Pay Information GHR_US_PAR_LWOP_INFO
All families (all NOACs) US Fed Payroll Type GHR_US_PAR_PAYROLL_TYPE
All families (all NOACs) US Fed PD Employee Information GHR_US_PAR_GEN_EMP
All families (all NOACs except 001) US Fed Performance Appraisal GHR_US_PAR_PERF_APPRAISAL
'GHR_SCD_INFO 1xx ,130, 132, 145 , 147 , 280 , 292 293, 781, 882, 5xx US Fed SCD Information GHR_US_PAR_CHG_SCD
SEPARATIONS FROM EMPLOYMENT 3xx US Federal Retirement Benefits (GHR_US_PAR_RETIREMENT_BENEFITS)
US Fed Retire Data Report Separation and Retirement (GHR_US_PAR_RETIRE_RPT_SEP_RET)
US Federal Uniformed Services
Severance Pay GHR_US_PAR_SEVERANCE_PAY
US Fed NFC Separation Information GHR_US_PAR_NFC_SEPARATION_INFO
US Fed Agency Data GHR_US_PAR_GEN_AGENCY_DATA
US Fed Payroll Type GHR_US_PAR_PAYROLL_TYPE
US Fed Performance Appraisal GHR_US_PAR_PERF_APPRAISAL
US Federal Retirement Data Reporting GHR_US_PAR_RETIRE_DATA_RPT
Severance Pay GHR_US_PAR_SEVERANCE_PAY
US Fed NFC Separation Information GHR_US_PAR_NFC_SEPARATION_INFO
US Fed Agency Data GHR_US_PAR_GEN_AGENCY_DATA
US Fed Payroll Type GHR_US_PAR_PAYROLL_TYPE
US Fed Performance Appraisal GHR_US_PAR_PERF_APPRAISAL
US Federal Retirement Data Reporting GHR_US_PAR_RETIRE_DATA_RPT
US Federal Retirement Benefits GHR_US_PAR_RETIREMENT_BENEFITS
US Federal Retire Data Report Separation and Retirement GHR_US_PAR_RETIRE_RPT_SEP_RET
US Federal Uniformed Services GHR_US_PAR_UNIFORMED_SERVICES
  730 US Federal IPA Tribal Org Union Official Transfer (GHR_US_PAR_IPA_TRIBAL_TRANSFER)
Phased Retirement GHR_PHASED_RETIREMENT 615, 616 US Fed Change Schedule and Hours GHR_US_PAR_CHG_HOURS
US Fed Agency Data GHR_US_PAR_GEN_AGENCY_DATA
US Fed Payroll Type GHR_US_PAR_PAYROLL_TYPE
US Fed PD Employee Information GHR_US_PD_GEN_EMP
US Fed Performance Appraisal GHR_US_PAR_PERF_APPRAISAL
US Fed SCD Information GHR_US_PAR_SCD_INFO
US Fed Change Schedule and Hours GHR_US_PAR_CHG_HOURS
US Fed Agency Data GHR_US_PAR_GEN_AGENCY_DATA
US Fed Payroll Type GHR_US_PAR_PAYROLL_TYPE
US Fed PD Employee Information GHR_US_PD_GEN_EMP
US Fed Performance Appraisal GHR_US_PAR_PERF_APPRAISAL
US Fed SCD Information GHR_US_PAR_SCD_INFO

RPA Information Type Descriptions

The RPA Information Types are available as part of:

Application: US Federal Human Resources

Title: Extra PA Request Information

In the Descriptive Flexfield Segments window, Context Field Values region, search for the appropriate RPA information types.

RPA Request Info Types

Request Information Type Name: US FED APPOINTMENT WITH TRANSFER GHR_US_PAR_APPT_TRANSFER

Data Item Required/Optional Value Set Name Element
Agency Code Transfer From R GHR_US_AGENCY_CODE None
Appointment Type R GHR_US_APPOINTMENT_TYPE None
Date Arrived Personnel Office O FND_STANDARD_DATE None
Date WGI Due O FND_STANDARD_DATE x
Handicap Code R GHR_US_HANDICAP_CODE None
Non-Disclosure Agmt Status O GHR_US_NON_DISCLOSURE_AGREE None
Part-time Indicator O GHR_US_PART_TIME_INDICATOR None
Position Working Title O GHR_US_WORKING_TITLE None
Previous Retirement Coverage R GHR_US_PREV_RETIRE_COVER None
Qualification Standards Waiver O GHR_US_QUAL_STND_WAIVER None
Type of Employment R GHR_US_TYPE_EMPLOYMENT None
FERS Coverage O GHR_US_FERS_COVERAGE None
Annual Leave 45 Day Code None HR_US_YES_NO None
Gaining or Losing Department None GHR_US_GAIN_LOSE_DEPT None
Special Employee Program Code O GHR_US_SPCL_EMP_PRGM None
FERCCA Code O GHR_US_FERCCA_CODE None

Request Information Type Name: US FED APPOINTMENT INFORMATION GHR_US_PAR_APPT_INFO

Information Type Required/Optional Value Set Name Element
Appointment Type R GHR_US_APPOINTMENT_TYPE None
Date Arrived Personnel Office None FND_STANDARD_DATE None
Date WGI Due None FND_STANDARD_DATE x
Promotion Eligibility Date O    
Handicap Code R GHR_US_HANDICAP_CODE None
Non-Disclosure Agmt Status None GHR_US_NON_DISCLOSURE_AGREE None
Part-time Indicator None GHR_US_PART_TIME_INDICATOR None
Position Working Title None GHR_US_WORKING_TITLE None
Previous Retirement Coverage R GHR_US_PREV_RETIRE_COVER None
Qualification Standards Waiver None GHR_US_QUAL_STND_WAIVER None
Type of Employment R GHR_US_TYPE_EMPLOYMENT None
FERS Coverage None GHR_US_FERS_COVERAGE None
Annual Leave 45 Day Code None HR_US_YES_NO None
Gaining or Losing Department None GHR_US_GAIN_LOSE_DEPT None
Special Employee Program Code None GHR_US_SPCL_EMP_PRGM None

Request Information Type Name: US FED AGENCY DATA GHR_US_PAR_GEN_AGENCY_DATA

Data Item Required/Optional Value Set Name Element
Agency Use Block 25 None None None
Agency Data Block 40 None None None
Agency Data Block 41 None None None
Agency Data Block 42 None None None
Agency Data Block 43 None None None
Agency Data Block 44 None None None

Request Information Type Name: US FED AWARD AND BONUS INFORMATION GHR_US_PAR_AWARDS_BONUS

Data Item Required/Optional Value Set Name Element
Award Agency Code O GHR_US_AGENCY_CODE_2 None
Award Type O GHR_US_AWARD_TYPE None
Date Award Earned O None None
Award Appropriation Code O GHR_US_APPROPRIATION_CODE1 None
Date Ex-Emp Award Paid O FND_STANDARD_DATE None

Request Information Type Name: US FEDERAL BENEFITS GHR_US_PAR_BENEFITS

Data Item Required/Optional Value Set Name Element
FEHB Eligibility Expiration Date O FND_STANDARD_DATE None
FEHB Temp Eligibility Expiration Date O FND_STANDARD_DATE None
FEHB Health Plan R GHR_US_HEALTH_PLAN None
FEHB Enrollment R GHR_US_ENROLLMENT None
FEHB Dependent Cert Expiration Date O FND_STANDARD_DATE None
FEHB Temps Total Cost O GHR_US_TEMPS_TOTAL_COST None
FEHB Pre Tax Waiver O HR_YES_NO None
FEGLI Eligibility Expiration Date O FND_STANDARD_DATE None
FERS Eligibility Expiration Date O FND_STANDARD_DATE None
TSP Amount O None None
TSP Rate O   None
TSP Status O GHR_US_TSP_STATUS None
TSP Status Date O FND_STANDARD_DATE None
TSP Agency Contrib Elig Date O FND_STANDARD_DATE None

Request Information Type Name: US FED BENEFIT DANGER PAY GHR_US_PAR_DANGER_PAY

Data Item Required/Optional Value Set Name Element
Last Action Code R GHR_US_LAST_ACTION_CODE x
Location O None x

Request Information Type Name: US FED BENEFIT EDP PAY GHR_US_PAR_EDP_PAY

Data Item Required/Optional Value Set Name Element
Premium Pay Ind O GHR_US_PREM_PAY_IND x
EDP Type O GHR_US_HAZARD_TYPE x

Request Information Type Name: US FED BENEFIT ENTITLEMENT GHR_US_PAR_ENTITLEMENT

Data Item Required/Optional Value Set Name Element
Code O GHR_US_ENTITLEMENT_CODE x
Amount of Percent O GHR_US_8_2_NUMBER x

Request Information Type Name: US FED BENEFIT FEGLI GHR_US_PAR_FEGLI

Data Item Required/Optional Value Set Name Element
Eligibility Expiration O GHR_US_FEGLI x

Request Information Type Name: US FED BENEFIT FOREIGN LANGUAGE PROF PAY GHR_US_PAR_FOR_LANG_PROF_PAY

Data Item Required/Optional Value Set Name Element
Certification Date O FND_STANDARD_DATE x
Pay Level or Rate O GHR_US_PAY_LEVEL_RATE x

Request Info Type Name: US FED BENEFIT FOREIGN TRANSFER ALLOWANCE GHR_US_PAR_FOR_TRANSFER_ALLOW

Data Item Required/Optional Value Set Name Element
Last Action Code R GHR_US_LAST_ACTION_CODE X
Num Family Members O None X
Miscellaneous Expense O None X
Wardrobe Expense O None X
Pre-departure Subsistence Expense O None X
Lease Penalty Expense O None X
Total Authorized Amount O None X

Request Information Type Name: US FED BENEFIT HAZARD PAY GHR_US_PAR_HAZARD_PAY

Data Item Required/Optional Value Set Name Element
Premium Pay Ind O GHR_US_PREM_PAY_IND x
Hazard Type O GHR_US_HAZARD_TYPE x

Request Information Type Name: US FED BENEFIT IMMINENT DANGER PAY GHR_US_PAR_IMMNT_DANGER_PAY

Data Item Required/Optional Value Set Name Element
Amount O GHR_US_7_NUMBER x
Location O None x
Last Action Code R GHR_US_LAST_ACTION_CODE x

Request Information Type Name: US FED BENEFIT LIVING QUARTERS ALLOWANCE GHR_US_PAR_LIVING_QUART_ALLOW

Data Item Required/Optional Value Set Name Element
Purchase Amount O HR_US_NUMBER_LENGTH_10 x
Purchase Currency O GHR_US_CURRENCY x
Purchase Date O FND_STANDARD_DATE x
Rent Amount O HR_US_NUMBER_LENGTH_10 x
Rent Currency O GHR_US_CURRENCY x
Utility Amount O HR_US_NUMBER_LENGTH_10 x
Utility Currency O GHR_US_CURRENCY x
Last Action Code R GHR_US_LAST_ACTION_CODE x
Location O None x
Quarters Type O GHR_US_QUARTERS_TYPE x
Shared Percent O None x
Num. Family Members O GHR_US_7_NUMBER x
Summer Record Ind O None x
Quarters Group O GHR_US_QUARTERS_GROUP x

Request Information Type Name: US FED BENEFIT POST ALLOWANCE GHR_US_PAR_POST_DIFF_AMOUNT

Data Item Required/Optional Value Set Name Element
Amount O GHR_US_7_NUMBER x
Last Action Code R GHR_US_LAST_ACTION_CODE x
Location O None x
No. Family Members O None x

Request Information Type Name: US FED BENEFIT POST DIFFERENTIAL GHR_US_PAR_POST_DIFF_PERCENT

Data Item Required/Optional Value Set Name Element
Percent O GHR_US_6_PERCENTAGE x
Last Action Code R GHR_US_LAST_ACTION_CODE x
Location O None x

Request Information Type Name: US FED BENEFIT PREMIUM PAY GHR_US_PAR_PREMIUM_PA

Data Item Required/Optional Value Set Name Element
Premium Pay Ind O GHR_US_PREM_PAY_IND x
Amount O GHR_US_7_NUMBER x

Request Information Type Name: US FED BENEFIT RETENTION ALLOWANCE GHR_US_PAR_RET_ALLOWANCE

Data Item Required/Optional Value Set Name Element
Retention Allowance Due Date O FND_STANDARD_DATE None

Request Information Type Name: US FED BENEFIT RETIREMENT ANNUITY GHR_US_PAR_RETIREMENT_ANNUITY

Data Item Required/Optional Value Set Name Element
Sum O GHR_US_8_2_NUMBER x
Eligibility Expires O FND_STANDARD_DATE x

Request Information Type Name: US FED BENEFIT SEPARATE MAINTENANCE GHR_US_PAR_SEP_MAINT_ALLOWANCE

Data Item Required/Optional Value Set Name Element
Allowance Amount O GHR_US_7_NUMBER x
Last Action Code R GHR_US_LAST_ACTION_CODE x
Category O GHR_US_CATEGORY x

Request Information Type Name: US FED BENEFIT SEVERANCE PAY GHR_US_PAR_SEVERANCE_PAY

Data Item Required/Optional Value Set Name Element
Amount O GHR_US_8_2_NUMBER x
Total Entitlement Weeks O GHR_US_7_NUMBER x
Number Weeks Paid O GHR_US_7_NUMBER x
Weekly Amount O GHR_US_8_2_NUMBER x

Request Information Type Name: US FED BENEFIT SUPPLEMENTAL POST ALLOWANCE GHR_US_PAR_SUP_POST_ALLOWANCE

Data Item Required/Optional Value Set Name Element
Amount O GHR_US_7_NUMBER x

Request Information Type Name: US FED BENEFIT TEMPORARY LODGING ALLOWANCE GHR_US_PAR_TMP_LODGE_ALLOWANCE

Data Item Required/Optional Value Set Name Element
Allowance Type O None x
Daily Rate O GHR_US_7_NUMBER x

Request Information Type Name: US FED CHANGE IN DATA ELEMENT GHR_US_PAR_CHG_DATA_ELEMENT

Data Item Required/Optional Value Set Name Element
Personnel Office ID O GHR_US_PERSONNEL_OFFICE_ID None
Agency/Subelement Code O GHR_US_AGENCY_CODE None
Creditable Military Service O GHR_US_CREDIT_MIL_SVCR None
Frozen Service O GHR_US_FROZEN_SERVICE None
Previous Retirement Coverage O GHR_PREV_RETIRE_COVER None

Request Information Type Name: US FED CHANGE SCHEDULE AND HOURS GHR_US_PAR_CHG_HOURS

Data Item Required/Optional Value Set Name Element
Date Prob/Trial Period Begins O FND_STANDARD_DATE None
Date Prob/Trial Period Ends O FND_STANDARD_DATE None
Date WGI Due O FND_STANDARD_DATE x
Date WGI Postpone Effective O FND_STANDARD_DATE x
Part-time Indicator O GHR_US_PART_TIME_INDICATOR None
Previous Retirement Coverage O GHR_PREV_RETIRE_COVER None
Job Change Probationary Period Begins O FND_STANDARD_DATE None
Job Change Probationary Period Ends O FND_STANDARD_DATE None
Phased Retirement Start Date O FND_STANDARD_DATE None
Phased Retirement NTE Date O FND_STANDARD_DATE None
Type of Employment O GHR_US_TYPE_EMPLOYMENT None

Request Information Type Name: US FED CHANGE IN RETIREMENT PLAN GHR_US_PAR_CHG_RETIRE_PLAN

Data Item Required/Optional Value Set Name Element
Creditable Military Service O GHR_US_CREDIT_MIL_SVC None
FERS Coverage O GHR_US_FERS_COVERAGE None
Frozen Service O GHR_US_FROZEN_SERVICE None
Previous Retirement Coverage O GHR_PREV_RETIRE_COVER None

Request Information Type Name: US FED CONVERSION DATES GHR_US_PAR_CONVERSION_DATES

Data Item Required Value Set Name Element
Date Conversion Career Begins O FND_STANDARD_DATE None
Date Conversion Career Due O FND_STANDARD_DATE None
Date Recmd Conversion Begins O FND_STANDARD_DATE None
Date VRA Conversion Due O FND_STANDARD_DATE None
Date Recmd Conversion Due O FND_STANDARD_DATE None

Request Information Type Name: US FED CONVERSION TO APPOINTMENT GHR_US_PAR_CONV_APP

Data Item Required/Optional Value Set Name Element
Appointment Type R GHR_US_APPOINTMENT_TYPE None
Date Arrived Personnel Office O FND_STANDARD_DATE None
Handicap Code R GHR_US_HANDICAP_CODE None
Part-time Indicator O GHR_US_PART_TIME_INDICATOR None
Position Working Title O GHR_US_WORKING_TITLE None
Previous Retirement Coverage O GHR_US_PREV_RETIRE_COVER None
Qualification Standards Waiver O GHR_US_QUAL_STND_WAIVER None
Type of Employment R GHR_US_TYPE_EMPLOYMENT None
Date Conversion Career Begins O FND_STANDARD_DATE None
Date Conversion Career Due O FND_STANDARD_DATE None
Date Recmd Conversion Begins O FND_STANDARD_DATE None
Date Recmd Conversion Due O FND_STANDARD_DATE None
Date VRA Conversion Due O FND_STANDARD_DATE None
Date WGI Due O FND_STANDARD_DATE x
Promotion Eligibility Date O    
FERS Coverage O GHR_US_FERS_COVERAGE None
Annual Leave 45 Day Code None HR_US_YES_NO None

Request Information Type Name: US FED ETHNICITY AND RACE CATEGORY GHR_US_PAR_ETHNICITY_RACE

Data Item Required/Optional Value Set Name Element
Hispanic O GHR_US_YES_NO_NUMBER None
American Indian or Alaskan Native O GHR_US_YES_NO_NUMBER None
Asian O GHR_US_YES_NO_NUMBER None
Black or African American O GHR_US_YES_NO_NUMBER None
Native Hawaiian or Other Pacific O GHR_US_YES_NO_NUMBER None
White O GHR_US_YES_NO_NUMBER None

Request Information Type Name: US FED LEAVE WITHOUT PAY INFORMATION GHR_US_PAR_LWOP_INFO

Data Item Required/Optional Value Set Name Element
Type of Employment O GHR_US_TYPE_EMPLOYMENT None

Request Information Type US FED MD/DDS SPECIAL PAY GHR_US_PAR_MD_DDS_PAY

Data Item Required/Optional Value Set Name Element
Full Time Status O None X
Length of Service O None X
Scarce Speciality O None X
Speciality or Board Certification O None X
Geographic Location O None X
Exceptional Qualifications O None X
Executive Position O None X
Dentist Post Graduate Training O None X
MD/DDS Total Special Pay O None X
MD/DDS Special Pay NTE Date O None X
Premium Pay Indicator O GHR_US_PREM_PAY_IND X

Request Information Type Name: US FED NFC AWARD INFORMATION GHR_US_PAR_NFC_AWARD_INFO

Data Item Required/Optional Value Set Name Element
Awards Case Number O None None
Stored Accounting Indicator O HR_US_YES_NO None
Cash Award Type Code O GHR_US_NFC_CASH_AWARD_TYPE None
First Year Savings O None None
Cash Award Pay Code O GHR_US_NFC_CASH_AWARD_PAY_CODE None
Number of Persons Cash Award O None None
Accounting Distribution Fiscal Year Code O None None
Accounting Distribution Appropriation Code O None None
Accounting Distribution Sub Level Code O None None
Cash Award Accounting Station Change O None None
Cash Award Code O GHR_US_NFC_CASH_AWARD_CODE None

Request Information Type Name: US FED NFC SEPARATION INFORMATION GHR_US_PAR_NFC_SEPARATION_INF

Data Item Required/Optional Value Set Name Element
Retirement Deductions Refund O GHR_US_YES_NO_UNKNOWN None
Military Retirement Pay O GHR_US_YES_NO_UNKNOWN None
Military Waiver Received O GHR_US_YES_NO_UNKNOWN None
Survivor Election O HR_YES_NO None
Military Deposit O HR_YES_NO None
Part Time Service O HR_YES_NO None
Administrative Fee O HR_YES_NO None
Life Insurance Reduction O GHR_US_LIFE_INSURE_REDUC None
Disability Retirement Application O HR_YES_NO None
Gaining or Losing Department O GHR_US_GAIN_LOSE_DEPT None

Request Information Type Name: US FED NON PAY OR DUTY GHR_US_PAR_NON_PAY_DUTY_STATUS

Data Item Required/Optional Value Set Name Element
Type of Employment O GHR_US_TYPE_EMPLOYMENT None
Adverse Action NOAC O GHR_US_ADVERSE_ACTION_NOAC None
Cause of Disciplinary Action O GHR_US_CAUSE_DISP_ACTION None
Date of Adverse Action O None None
Days Suspended O GHR_US_DAYS_SUSPENDED None
Date Suspension Over 30 Days O None None
Date Suspension Under 30 Days O None None
PIP Action Taken O GHR_US_PIP_ACTION_TAKEN None
PIP Beginning Date O None None
PIP Ending Date O None None
PIP Extensions O GHR_US_PIP_EXTENSIONS None
PIP Length O GHR_US_PIP_LENGTH None
OWCP Claim Number O None None
Disability Retire App Date O FND_STANDARD_DATE None
Special Tech Disability Ind O HR_US_YES_NO None
Term or Life Threat Prior Ind O None None

Request Information Type Name: US FED PAYROLL TYPE GHR_US_PAR_PAYROLL_TYPE

Data Item Required/Optional Value Set Name Element
Payroll Type O None None

Request Information Type Name: US FED PD EMPLOYEE INFORMATION GHR_US_PD_GEN_EMP

Data Item Required/Optional Value Set Name Element
Reason for Submission O GHR_US_SUBMISSION_REASON G12
Explanation O None None
Service O GHR_US_SERVICE G13
Agency Use O None None

Request Information Type Name: US FED PERFORMANCE APPRAISAL GHR_US_PAR_PERF_APPRAISAL

Data Item Required/Optional Value Set Name Element
Rating of Record O GHR_US_RATING_OF_RECORD None
Rating of Record Pattern O GHR_US_RATING_PATTERN None
Rating of Record Level O GHR_US_RATING_LEVEL None
Date Appraisal Period Ends O FND_STANDARD_DATE None
Appraisal Type O GHR_APPRAISAL_TYPE None
Date Initial Appraisal Due O FND_STANDARD_DATE None
Date Effective O FND_STANDARD_DATE None
Unit O GHR_US_UNIT None
Organization Structure ID O GHR_US_ORG_STRUCTURE_ID None
Office Symbol O GHR_US_OFFICE_SYMBOL None
Pay Plan O GHR_US_PAY_PLAN None
Grade O GHR_US_GRADE_OR_LEVEL None
Date Due O FND_STANDARD_DATE None
Appraisal System Identifier O GHR_US_APPRAISAL_SYS_ID None
Optional Information O GHR_US_OPTNL_APPR_INFO None

Request Information Type Name: US FED PROBATION INFO GHR_US_PAR_PROBATION_INFO

Data Item Required/Optional Value Set Name Element
Date Prob/Trial Period Begins O FND_STANDARD_DATE None
Date Prob/Trial Period Ends O FND_STANDARD_DATE None
Date Spvr/Mgr Prob Ends O FND_STANDARD_DATE None
Spvr/Mgr Prob Completion O GHR_US_SUPV_MGR_PROB_COMP None
Date SES Prob Expires   FND_STANDARD_DATE None
Date Spvr/Mgr Prob Begins O FND_STANDARD_DATE None

Request Information Type Name: US FED QSI AWARD INFORMATION GHR_US_PAR_QSI_AWARD

Data Item Required/Optional Value Set Name Element
Award Agency Code O GHR_US_AGENCY_CODE_2 None
Promotion Eligibility Date O    
Previous Retirement Coverage O GHR_PREV_RETIRE_COVER None

Request Information Type Name: US FED REALIGNMENT GHR_US_PAR_REALIGNMENT

Data Item Required/Optional Value Set Name Element
Date Arrived Personnel Office O FND_STANDARD_DATE None
Payroll Office ID O GHR_US_PAYROLL_OFFICE None
Personnel Office ID O GHR_US_PERSONNEL_OFFICE_ID None
Office Symbol O validation: None None
Organization Function Code O validation: None None
Position's Organization O None None
Target Organization Name x None None
Agency/Subelement Code O GHR_US_AGENCY_CODE None
OPM Organizational Component O GHR_US_ORG_STRUCTURE_ID None
Previous Retirement Coverage O GHR_PREV_RETIRE_COVER None

Request Information Type Name: US FED REASSIGNMENT GHR_US_PAR_REASSIGNMENT

Data Item Required/Optional Value Set Name Element
Part-time Indicator O GHR_US_PART_TIME_INDICATOR None
Position Working Title O GHR_US_WORKING_TITLE None
Qualification Standards Waiver O GHR_US_QUAL_STND_WAIVER None
Creditable Military Service O GHR_US_CREDIT_MIL_SVCR None
Frozen Service O GHR_US_FROZEN_SERVICE None
Previous Retirement Coverage O GHR_PREV_RETIRE_COVER None

Request Information Type Name: US FEDERAL RETAINED GRADE GHR_US_PAR_RETAINED_GRADE

Data Item Required/Optional Value Set Name Element
Date From O None None
Date To R None None
Retained Grade O GHR_US_GRADE_OR_LEVEL None
Retained Step or Rate O GHR_US_STEP None
Retained Pay Plan O GHR_US_PAY_PLAN None
Retained Pay Table ID O GHR_US_PAY_TABLE_ID None
Retained Locality Percent O GHR_US_LOCALITY_PERCENT None
Retained Pay Basis O GHR_US_PAY_BASIS None
Temporary Promotion Step O GHR_US_STEP None
Date WGI Due O FND_STANDARD_DATE x

Request Information Type Name: US FEDERAL RETENTION INCENTIVE GHR_US_PER_RETENTION_INCENTIVE

Data Item Required/Optional Value Set Name Element
Retention Incentive Review Date O FND_STANDARD_DATE None

Request Information Type Name: US FED RETURN TO DUTY GHR_US_PAR_RETURN_TO_DUTY

Data Item Required/Optional Value Set Name Element
Creditable Military Service O GHR_US_CREDIT_MIL_SVC None
Date WGI Due O FND_DATE4 x
Frozen Service O GHR_US_FROZEN_SERVICE None
Non-Disclosure Agmt Status O GHR_US_NON_DISCLOSURE_AGREE None
Part-time Indicator O GHR_US_PART_TIME_INDICATOR None
Previous Retirement Coverage O GHR_US_PREV_RETIRE_COVER None
Type of Employment O GHR_US_TYPE_EMPLOYMENT None

Request Information Type Name: US FED SALARY CHANGE GHR_US_PAR_SALARY_CHG

Data Item Required/Optional Value Set Name Element
Date WGI Postpone Effective O FND_STANDARD_DATE x
Date WGI Due O FND_STANDARD_DATE x
Creditable Military Service O GHR_US_CREDIT_MIL_SVCR None
Frozen Service O GHR_US_FROZEN_SERVICE None
Previous Retirement Coverage O GHR_PREV_RETIRE_COVER None
Promotion Eligibility Date O    

Request Information Type Name: US FED SCD INFORMATION GHR_US_PAR_SCD_Info

Data Item Required/Optional Value Set Name Element
SCD Civilian O FND_STANDARD_DATE None
SCD RIF O FND_STANDARD_DATE None
SCD Retirement O FND_STANDARD_DATE None
SCD SES O FND_STANDARD_DATE None
SCD Special Retirement O FND_STANDARD_DATE None

Request Information Type Name: US FEDERAL SERVICE OBLIGATION GHR_US_PER_SERVICE OBLIGATION

Data Item Required/Optional Value Set Name Element
Service Obligation Type Code O GHR_US_SERVICE_OBLIG_CODE None
Service Obligation Start Date O FND_STANDARD_DATE None
Service Obligation End Date O FND_STANDARD_DATE None

Request Information Type Name: US FED STUDENT LOAN REPAYMENT GHR_US_PAR_STUDENT_LOAN

Data Item Required/Optional Value Set Name Element
Repayment Schedule O GHR_US_REPAYMENT_SCHEDULE None
Review Date O FND_STANDARD_DATE None

Request Information Type Name: US FED TERMINATION OF RETAINED GRADE GHR_US_PAR_TERM_RET_GRADE

Data Item Required/Optional Value Set Name Element
Retained Grade Info R GHR_US_RET_GRADE_INFO None

Request Information Type Name: US FED TRANSFER INFORMATION GHR_US_PAR_MASS_TERM

Data Item Required/Optional Value Set Name Element
Agency Code Transfer To O GHR_US_AGENCY_CODE None

Request Information Type Name: US Federal IPA Benefits Continuation GHR_US_PAR_BENEFITS_CONT'

Data Item Required/Optional Value Set Name Element
FEGLI Indicator O HR_US_YES_NO None
FEGLI Election Date O FND_STANDARD_DATE None
FEGLI Election Notification Date O FND_STANDARD_DATE None
FEHB Indicator O HR_US_YES_NO None
FEHB Election Date O FND_STANDARD_DATE None
FEHB Election Notification Date O FND_STANDARD_DATE None
Retirement Indicator O HR_US_YES_NO None
Retirement Election Date O FND_STANDARD_DATE None
Retirement Election Notification Date O FND_STANDARD_DATE None
Cont Term Insuff Pay Election Dt O FND_STANDARD_DATE None
Cont Term of Insuff Pay Notif Dt O FND_STANDARD_DATE None
Cont Term Insuff Pay Paymt Type Code O GHR_US_BEN_CONT_PAY_TYP_CODE None

Request Information Type Name: US FED RETIREMENT SYSTEM INFO GHR_US_PAR_BENEFITS_CONT

Data Item Required/Optional Value Set Name Element
Special Population Code O GHR_SPCL_POPULATION None
CSRS Excluded Appts O HR_US_YES_NO None
FERS coverage– Excluded Appts O HR_US_YES_NO None
FICA Coverage Indicator 1 O HR_US_YES_NO None
FICA Coverage Indicator 2 O HR_US_YES_NO None

Request Information Type Name: US FEDERAL BENEFIT INFORMATION GHR_US_PAR_BENEFIT_INFO

Data Item Required/Optional Value Set Name Element
FEGLI Assignment Indicator O HR_US_YES_NO None
FEGLI Post-Election Basic Ins Amount O None None
FEGLI Court Order Indicator O HR_US_YES_NO None
FEGLI Beneficiaries Designtn Indicator O HR_US_YES_NO None
FEHB Event Code O GHR_FEHB_EVENT_CODE None

Request Information Type Name: US FED SCD INFORMATION GHR_US_PAR_SCD_Info

Data Item Required/Optional Value Set Name Element
SCD Civilian O FND_STANDARD_DATE None
SCD RIF O FND_STANDARD_DATE None
SCD Retirement O FND_STANDARD_DATE None
SCD SES O FND_STANDARD_DATE None
SCD Special Retirement O FND_STANDARD_DATE None
SCD TSP O FND_STANDARD_DATE None
Creditable Military Service O GHR_US_CREDIT_MIL_SVC None
Creditable Service for Annual Leave O GHR_US_CREDIT_SVC_ANNUAL_LEAVE_4 None
Frozen Service O GHR_US_FROZEN_SERVICE None
SCD Length of Service O FND_STANDARD_DATE None

US Federal Retirement Data Reporting (GHR_US_PAR_RETIRE_DATA_RPT)

Name Value Set Displayed Enabled Required
GRDR Record Type Code GHR_US_GRDR_RECORD_TYPE_CD Y Y N
GRDR Record Identifier (ID)   Y Y N
GRDR HR Contact Name   Y Y N
GRDR HR Contact Work Number   Y Y N
GRDR HR Contact Fax Number   Y Y N
GRDR HR Contact Email Address   Y Y N

US Federal Retirement Benefits (GHR_US_PAR_RETIREMENT_BENEFITS)

Name Value Set Displayed Enabled Required
FEGLI Basic Coverage Indicator HR_US_YES_NO Y Y N
FEGLI Option A Indicator HR_US_YES_NO Y Y N
FEGLI Option B Number of Mult GHR_US_11P4_NUMBER Y Y N
FEGLI Option C Number of Mul GHR_US_11P4_NUMBER Y Y N
Date SF-2819 Issued FND_STANDARD_DATE Y Y N
Conv FEGLI to Priv Policy Ind HR_US_YES_NO Y Y N
FEGLI Court Order Indicator HR_US_YES_NO Y Y N
FEGLI Court Order Receipt Date FND_STANDARD_DATE Y Y N

US Fed Retire Data Report Separation and Retirement (GHR_US_PAR_RETIRE_RPT_SEP_RET)

Name Value Set Disaplyed Enabled Required
Manual Submission Reason Code GHR_US_GRDR_MANUAL_SUB_RSN_CD Y Y N
Early Retirement Authority Cd   Y Y N
Statutory Provision for Ret GHR_US_STAT_PROV_RETIREMENT Y Y N
GRDR Gaining Organization Name   Y Y N
Retirement Claim Number   Y Y N
Indian Tribal Org Assign Ind HR_US_YES_NO Y Y N
GRDR Direct Deposit Indicator HR_US_YES_NO Y Y Y
GRDR Financial Inst Name HR_US_FREE_TEXT_60 Y Y N
GRDR Routing Number HR_US_NACHA_ROUTING_NUMBER Y Y N
GRDR Account Number HR_US_FREE_TEXT_35 Y Y N
GRDR Account Type Code HR_US_ACCOUNT_TYPE Y Y N

US Federal IPA Tribal Org Union Official Transfer (GHR_US_PAR_IPA_TRIBAL_TRANSFER)

Name Value Set Displayed Enabled Required
Indian Tribal Org Assign Ind HR_US_YES_NO Y Y N

US Federal Uniformed Services (GHR_US_PAR_UNIFORMED_SERVICES)

Name Value Set Displayed Enabled Required
Mil Service Deposit Elect Ind HR_US_YES_NO Y Y N
Mil Service Deposit Surv Ind GHR_US_MIL_SVC_DEP_SUR_PAY_CD Y Y N
National Guard Mil Ser Ind HR_US_YES_NO Y Y N
National Guard Mil Ser Prov Cd GHR_US_NAT_GUARD_SVC_PROV_CD Y Y N
Res Mil Ser Act Duty Start Yr GHR_US_NUM_4 Y Y N
Res Mil Ser Act Duty End Yr GHR_US_NUM_4 Y Y N
Cum Res Mil Ser Act Duty Years GHR_US_NUM_4 Y Y N
Cum Res Mil Ser Act Duty Mos GHR_US_NUM_4 Y Y N
Cum Res Mil Ser Act Duty Days GHR_US_NUM_4 Y Y N

US Federal Retirement System Info (GHR_US_PAR_RETIRMENT_SYS_INFO)

Name Value Set Displayed Enabled Required
Special Population Code GHR_SPCL_POPULATION N N N
CSRS Excluded Appts HR_US_YES_NO Y Y N
FERS Coverage Excluded Appts HR_US_YES_NO Y Y N
FICA Coverage Indicator 1 HR_US_YES_NO Y Y N
FICA Coverage Indicator 2 HR_US_YES_NO Y Y N

US FEDERAL HEALTH BENEFITS GHR_US_PAR_FED_HEALTH_BENEFITS

Data Item Required/Optional Value Set Name Element
FEHB Eligibility Expiration Date O FND_STANDARD_DATE None
FEHB Temp Eligibility Expiration Date O FND_STANDARD_DATE None
FEHB Health Plan R GHR_US_HEALTH_PLAN x
FEHB Enrollment R GHR_US_ENROLLMENT x
FEHB Dependent Cert Expiration Date O FND_STANDARD_DATE None
FEHB Temps Total Cost O GHR_US_TEMPS_TOTAL_COST x
FEHB Pre Tax Waiver O HR_YES_NO None

US Fed Recruit and Fill Information (GHR_ US_ PAR _RECRUIT_FILL_INFO)

Data Item Required/Optional Value Set Name Element
Recruiting Sources O GHR_RECRUIT_SOURCES None
Recruiting Hiring Authorities O GHR_RECRUIT_HIRING_AUTHORITIES None
Recruiting Incentives O GHR_RECRUIT_INCENTIVES None
No. of Positions to be filled O   None
Vice Employee Name O   None
Term of Assignment in Months O   None
Term of Assignment in Months O FND_STANDARD_DATE None

User-Defined Tables

User-Defined Tables

You may need to set up your own tables to hold data such as agency-specific basic and special rate pay tables. You can set up all the tables you require using the Table Structure window. Using Oracle FastFormula, you can write simple formulas for validating entries made in table columns.

Notice that the Oracle HRMS user-defined tables are different from the database tables of the Oracle Relational Database Management System. When you set up a user table, you define the rows as well as the columns, like a matrix. For example, you could set up a table showing bonus amounts (the column) against years of service (the rows).

Entering and Accessing Table Values

To enter values in tables, you use the Table Values window. Table entries and rows are both datetracked, so you can delete existing entries or rows, and add new ones, as of an effective date.

Oracle HRMS provides the GET_TABLE_VALUE function to access table values. You can yourself write formulas that include calls to this function, perhaps for QuickPaint inquiries. Also, it is easy for MIS personnel to write PL/SQL statements that call this function, to include in the code for a form or report process, for example.

Predefined User Tables

Oracle HRMS supplies tables, already defined using the Table Structure window.

Oracle US Federal HR predefines the Oracle Federal Standard Pay Table and the Oracle Federal Special Rate Pay Tables based on pay table values mandated by the Office of Personnel Management. If you change these tables, you may compromise the application's functionality. As OPM updates the tables, the predefined ones are accordingly updated. For information about the pay tables, refer to Grades and Their Relationship to Pay, Oracle HRMS Compensation and Benefits Management Guide.

COMPANY WORK SCHEDULES Table

This table has several commonly-used work schedules already entered in it, and you can add more. A work schedule shows the hours employees normally work each day from Monday through Sunday.

Employees with the schedule 10-10-10-10-0-0-0 work 10 hours each day Monday through Thursday, and have Friday, Saturday and Sunday off.

Each column in this table holds a separate schedule, with each row holding the hours worked each day of the week for the schedule. For convenience, each column header names the schedule held in the column.

The header for the column holding the first schedule is 1 Schedule: 8-8-8-8-8-0-0.

Setting Up User Tables, Columns and Rows

You set up user tables in the Table Structure window.

To set up the structure of a table

  1. Set your effective date to the date from which you want the table's row labels to take effect.

  2. Enter the table name.

  3. For the table's match type, select Match or Range. Select Match if each row is for one item, such as one job or one code. Select Range if each row is for a range of numeric values, such as an age range or a pay range.

  4. If the match type is Match, select Date, Number or Text as the Key Units of Measure, depending on whether entries in the rows are dates, numbers, or alphanumeric text.

    If the table's match type is Range, the Key Units of Measure automatically becomes Number.

  5. Enter the row label as the Row Title.

    For example, if the table rows refer to rate codes, an appropriate row title would be Rate Code. If the rows refer to age ranges, you might use the title Age Range.

  6. Save your work, and choose the Columns button to go to the Columns window.

    Column Setup

  7. Enter labels for the table columns in the Name field.

    Note: To add a new column to a table that already exists, place the cursor on the name of the column after which you want to enter the new column name, and choose Insert Record from the Edit menu to obtain a clear field.

  8. If you are using formula validation for a column's entries, select the name of the validation formula for the column.

  9. Save your work and close the window.

    Row Setup

  10. In the Table Structure window, choose the Rows button to go to the Rows window.

  11. If the match type of the table is Match, enter the label for each table row in the fields under the heading Exact.

    If the match type of the table is Range, enter numbers representing the lower and upper boundary of each row's range.

  12. In the Sequence fields, you can optionally enter a number for each row label to determine the order in which it appears on a list in the Table Values window. Logical sequencing of row labels helps users enter table values rapidly and accurately.

  13. When you are finished, save your work and close the window. Your table is now set up and ready to receive entries into its columns.

Entering Table Values

If you have set up user-defined tables, you can enter and maintain values in the Table Values window.

You can access table values from any formula used for input-value validation, payroll calculation or definition of skip-rules, assignment sets or QuickPaint reports. You can access this information using the GET_TABLE_VALUE function.

Note: The system administrator can create configured versions of the Table Values window so that you use each version for one user table only.

To enter values into table columns

  1. Set your effective date to the date from which you want the entries to take effect.

  2. Query the table name.

  3. With the cursor in the Column Name field, use the up and down arrows to locate the name of the column in which you want to make entries.

  4. In the Values region, select each row for which you want to make an entry. You select rows in the Exact field or the Lower Bound field, depending on the match type of the table.

  5. For each row, make the appropriate entry in the Value field. For numeric values, you must use '.' (dot) as the decimal separator to ensure the use of accurate table values in payroll calculations.

  6. Save your work.

Lookups

Lookup Codes

Providing lists of valid values for certain items of information has two key advantages:

In Oracle HRMS, a list of values is called a Lookup type. Each value comprises a code and a meaning. For example:

Lookup type Code Meaning
YES_NO Y Yes
  N No

The codes are used internally; users do not see them. There is a maximum of 250 Lookups for each Lookup type.

Predefined Lookup Types

A number of Lookup types are included in Oracle HRMS. For example, Lookup types have been predefined for each segment within the Oracle US Federal Human Resources key flexfields and Extra Information types.

Some Lookup types contain startup data. You can never delete these codes, but you can change their meaning. However, it is recommended that you do not change the meaning of Lookups that are specific to Oracle US Federal Human Resources.

For some Lookup types, you can also disable the codes that are supplied. Your ability to disable codes and add new codes is determined by the access level of the Lookup type as described in the following table:

Access Level Meaning
User You can add codes and you can disable supplied codes
Extensible You can add new codes, but you cannot disable supplied codes because the system uses them
System You can neither add codes nor disable supplied codes. You can only change the meaning or description of supplied codes.

You can also create your own Lookup Types in the Lookup type window. These all have an access level of User.

User and Extensible Lookups

The following table shows the field and legislation for user and extensible lookups.

Field Lookup Legislation
Category (absence) ABSENCE_CATEGORY All
Reason (for absence) ABSENCE_REASON All
Account Type (for bank details) ACC_TYPE All
Categories (for activities, programs, packages) ACTIVITY_CATEGORY All
Successful attendance (for activity based events) ACTIVITY_SUCCESS_CRITERIA All
User Status (for an activity) ACTIVITY_USER_STATUS All
Address Type ADDRESS_TYPE All
AK Web Region Codes AK_WEB_REGION_CODES All
Reason (for application assignment status) APL_ASSIGN_REASON All
Type (event type for applicant) APL_EVENT_TYPE All
Type (interview type for applicant) APL_INTERVIEW_TYPE All
Reason (for secondary assignment status) APL_SEC_ASSIGN_REASON All
Appraisal and Assessment Status (appraisal and assessment on SSHR) APPRAISAL_ASSESSMENT_STATUS All
Types of appraisal processed by appraisal functionality APPRAISAL_SYSTEM_TYPE All
Appraisal and Assessment Type (appraisal and assessment on SSHR) APPRAISAL_TYPE All
  AT_PROVINCE All
Activity (for work incident) AT_WORK_FLAG All
Australian Tax Office Codes AU_ATO_OFF Australia
Australian Direct Entry Indicator AU_DE_IND Australia
Australian Direct Entry Transaction Code AU_DE_TRN_CDE Australia
State (Australian addresses) AU_STATE All
Years until eligible for long service leave on termination AU_TERM_LSL_ELIGIBILITY_YEARS Australia
Balance Type Category BACKFEED_BT_CATEGORY All
Check Type Category BACKFEED_PD_CHECK_TYPE All
Bank account name BANK_ACCOUNT_NAME All
Bank account number BANK_ACCOUNT_NUMBER All
Bank account type BANK_ACCOUNT_TYPE All
Bank branch BANK_BRANCH All
Bank name BANK_NAME All
Bargaining Unit (for assignment) BARGAINING_UNIT_CODE All
Bank name BE_BANK Belgium
City (Belgian addresses) BE_CITY Belgium
Contract Category BE_CONTRACT_CATEGORY Belgium
Disciplinary Action BE_DISCIPLINARY_ACTION Belgium
Disciplinary Body BE_DISCIPLINARY_BODY Belgium
Employee Coding BE_EMPLOYEE_CODING Belgium
Employee Type BE_EMPLOYEE_TYPE Belgium
Ending Reason BE_ENDING_REASON Belgium
Misdemeanour Type BE_MISDEMEANOUR_TYPE Belgium
Organization Language BE_ORGANIZATION_LANGUAGE Belgium
Reduced Charges Category BE_REDUCED_CHARGES_CATEGORY Belgium
RSZ Category BE_RSZ_CATEGORY Belgium
Starting Reason BE_STARTING_REASON Belgium
Yes/No BE_YES_NO Belgium
Bank Identifier Code HR_BE_BIC_CODES Belgium
Action Type BEN_ACTN_TYP All
Activity Type BEN_ACTY_TYP All
Benefits Balance Usage BEN_BNFTS_BAL_USG All
Certification Type BEN_BNF_CTFN_TYP All
  BEN_CMP_ENRT_ACTN_TYP All
Compensation Category BEN_COMP_TYP All
Type BEN_CRT_ORDR_TYP All
Delivery Medium BEN_DLVRY_MED All
Delivery Method BEN_DLVRY_MTHD All
  BEN_DLVRY_SCHED_INFO All
Dependent Coverage Certification Type BEN_DPNT_CVG_CTFN_TYP All
Enrollment Certification Type BEN_ENRT_CTFN_TYP All
Life Event Occurred Date Code BEN_EVAL_DET All
Change Event BEN_EXT_CHG_EVT All
Format Mask BEN_EXT_FRMT_MASK All
Operator BEN_EXT_OPER All
Run Status BEN_EXT_STAT All
Condition (Optional) Where BEN_EXT_TTL_COND_OPER All
Field BEN_FIELD All
  BEN_FILE_CTL_TTL_TYP All
  BEN_FILE_DTA_TYP All
Type BEN_FILE_RCRD_TYP All
  BEN_FILE_TYP All
  BEN_FILE_UPDT_TYP All
  BEN_FL_TM_PT_TM All
Type BEN_GD_R_SVC_TYP All
  BEN_GNDR All
Health Service BEN_HLTH_CARE_SVC_TYP All
  BEN_INFO_SRC All
  BEN_INTRFC_TYP All
  BEN_MED_CNTNT_TYP All
  BEN_MED_FMT_TYP All
Non-Monetary UOM BEN_NNMNTRY_UOM All
Option Type BEN_OPT_TYP All
Organization Roles BEN_ORG_ROLE_TYP All
Reason BEN_OVRID_RSN All
Designation code BEN_PCP_DSGN All
Program Group BEN_PGM_GRP All
Program Type BEN_PGM_TYP All
  BEN_PIN_PRPS All
Product BEN_PRDCT All
Type BEN_PRMRY_CARE_PRVDR_TYP All
Primary Funding Method BEN_PRMRY_FNDG_MTHD All
  BEN_PRTN_CTFN_TYP All
Payment Schedule BEN_PYMT_SCHED All
QDRO Payment Distribution BEN_QDRO_DSTR_MTHD All
Administrative Code BEN_REGN_ADMIN All
Regulatory Plan Type BEN_REGY_PL_TYP All
Regulatory Purpose BEN_REGY_PRPS All
Type BEN_REIMBMT_CTFN_TYP All
  BEN_RESND_RSN All
  BEN_RMBT_CTFN_TYP All
Purpose BEN_RPTG_PRPS All
Waive Coverage Reason BEN_WV_CVG_RSN All
Waive Participation Certification Type BEN_WV_PRTN_CTFN_TYP All
Waiving Participation Reason BEN_WV_PRTN_RSN All
Blood Type BLOOD_TYPE All
Source of student BOOKING_SOURCE All
Measurement Type (for budget) BUDGET_MEASUREMENT_TYPE All
Cash Analysis (for a cash payment) CASH_ANALYSIS All
Census Metropolitan Area (Canada) CA_CMA Canada
Canadian Payment Association Codes CA_DD_CPA_CODES Canada
Element categories CA_EMPLOYER_LIABILITIES Canada
Select Form to be printed (Canada) CA_FORM_NAME Canada
Element categories CA_INVOLUNTARY_DEDUCTIONS Canada
Element categories CA_PAYMENT Canada
Province (Canadian addresses) CA_PROVINCE All
Element categories CA_REGULAR_EARNINGS Canada
Element categories CA_SUPPLEMENTAL_EARNINGS Canada
Element categories CA_TAXABLE_BENEFITS Canada
Element categories CA_VOLUNTARY_DEDUCTIONS Canada
Method CERTIFICATION_METHOD All
List of Swiss Cantons CH_CANTON All
  CHECKBOX All
Checklist categories

Note: Applicable to Release 12 only

CHECKLIST_CATEGORIES All
Check item (on a checklist) CHECKLIST_ITEM All
Status (of an item on a checklist) CHECKLIST_STATUS All
User friendly names for cheque/check-ordering SQL statement CHEQUE_PROCEDURE All
User friendly names for cheque/check-writing SRW2 reports. CHEQUE_REPORT All
Company Age (for salary surveys mappings) COMPANY_AGE All
Company Size (for salary surveys) COMPANY_SIZE All
Primary Evaluation Method COMPETENCE_EVAL_TYPE All
Consultation Type CONSULTATION_TYPE All
Consultation Result CONSULTATION_RESULT All
Competence Type COMPETENCE_TYPE All
Type (relationship of one person to another) CONTACT All
Contract End Reason CONTRACT_END_REASON All
Contract Start Reason CONTRACT_START_REASON All
Contract Status CONTRACT_STATUS All
Contract Status Reason CONTRACT_STATUS_REASON All
Contract Types CONTRACT_TYPE All
Contract Types (Belgium) CONTRACT_TYPE_BE Belgium
Type (of MIX batch control total) CONTROL_TYPE All
Assignment Category CWK_ASG_CATEGORY All
Reason (for contingent worker assignment) CWK_ASSIGN_REASON All
Reason (for contingent worker secondary assignment status) CWK_SEC_ASSIGN_REASON All
Reason a student failed to successfully complete an event. DELEGATE_FAILURE_REASON All
User defined Type to categorize development events. DEV_EVENT_TYPE All
Bank Code DE_BANK_CODE Germany
Course Type (for qualifications) DE_COURSE_TYPE Germany
Establishment Type (for qualifications) DE_ESTABLISHMENT_TYPE Germany
Hereditary Title DE_HEREDITARY_TITLE Germany
Work Incident Status DE_INCIDENT_STATUS Germany
License Type (degree type) DE_LICENSE_TYPE Germany
Organization Link Type DE_LINK_TYPE Germany
Name Prefix DE_PREFIX Germany
Professional Title DE_PROF_TITLE Germany
Bank Identifier Code HR_DE_BIC_CODES Germany
  DE_REGION All
Category (of disability) DISABILITY_CATEGORY

Note: For Polish users only: This lookup contains relevant Polish codes. Therefore, you must not add further codes for disability categories to this lookup.

All
Reason (for disability) DISABILITY_REASON All
Status (of disability) DISABILITY_STATUS All
Disease Type DISEASE_TYPE All
Document Category DOCUMENT_CATEGORY All
Document Status (contract) DOCUMENT_STATUS All
Reason (for element entry) ELE_ENTRY_REASON All
Reason (for employee assignment) EMP_ASSIGN_REASON All
Employment Category EMP_CAT All
Type (of employee event) EMP_EVENT_TYPE All
Type (of interview for employee) EMP_INTERVIEW_TYPE All
Reason (for secondary assignment status) EMP_SEC_ASSIGN_REASON All
Employee Category EMPLOYEE_CATG Ireland
Bank Identifier Code HR_IE_BIC_CODES Ireland
Employee Category EMPLOYEE_CATG Mexico
Reason (for change in enrollment status) ENROLLMENT_STATUS_REASON All
Province ES_PROVINCE Spain
Bank Identifier Code HR_ES_BIC_CODES Spain
Ethnic Origin ETH_TYPE All
System (job or position evaluation system) EVAL_SYSTEM All
Measurement In (type for EVAL SYSTEM) EVAL_SYSTEM_MEAS All
User defined status for an event EVENT_USER_STATUS All
Type (of work pattern exception) EXCEPTION_CATEGORY All
Type (of finance line) FINANCE_LINE_TYPE All
Type (of formula) FORMULA_TYPE All
Bank Details HR_DK_BANK_REGISTRATION Denmark
Condition of Employment DK_EMP_CATEGORY Denmark
Employee Group DK_EMP_GROUP Denmark
Employee Type DK_EMP_TYPE Denmark
School Type DK_ESTB_TYPE Denmark
Labels (for Denmark) DK_FORM_LABELS Denmark
Employee Category DK_EMP_CATEGORY Denmark
Postal Code/Town DK_POSTCODE_TOWN Denmark
Union Membership DK_UNION_MEMBERSHIP Denmark
Court Order Name DK_COURT_ORDER_NAME Denmark
Benefits Given DK_BENEFIT Denmark
Postal Code DK_POSTAL_CODE Denmark
Bank Identifier Code HR_DK_BIC_CODES Denmark
Community Price Category FI_COM_PRICE_CAT Finland
Insurance Occupational Group FI_INS_OCC_GRP Finland
Electronic Report Method FI_REPORTING_METHOD Finland
Union Occupational Group FI_EMPR_OCC_GRP Finland
Pension Type FI_PENSION_TYPES Finland
Postal Code FI_POSTAL_CODE Finland
Bank Identifier Code HR_FI_BIC_CODES Finland
Activity Type FR_ACTIVITY_TYPE France
Address Suffix FR_ADDRESS_SUFFIX France
AGIRC/ARRCO FR_AGIRC_ARRCO France
Bank FR_BANK France
Contract Category FR_CONTRACT_CATEGORY France
Disability/COTOREP Code FR_COTOREP_CODE France
DADS Type FR_DADS_TYPE France
Department FR_DEPARTMENT France
Disciplinary Actions FR_DISCIPLINARY_ACTION France
Education Status FR_EDUCATION_STATUS France
Employee Category FR_EMPLOYEE_CATEGORY France
Employee Status FR_EMPLOYEE_STATUS France
Employer Type FR_EMPLOYER_TYPE France
Employment Type FR_EMPLOYMENT_TYPE France
Ending Reason FR_ENDING_REASON France
Guaranteed ID FR_GI_TYPES France
Hiring Reason FR_PQH_NONTIT_HIRE_REASON France
Class of Illness FR_ILLNESS_CLASS France
Type of Illness FR_ILLNESS_TYPE France
Invalidity Category FR_INVALIDITY_CLASS France
Qualification Level FR_LEVEL_OF_WORKER France
Mandate Type FR_MANDATE_TYPE France
Type of Medical Examination FR_MEDICAL_EXAMINATION_TYPE France
Result of Medical Examination FR_MEDICAL_RESULT France
Military Service Status FR_MILITARY_SERVICE_STATUS France
Military Service Types FR_MILITARY_SERVICE_TYPE France
Misdemeanor Type FR_MISDEMEANOUR_TYPE France
NAF/APE Code FR_NAF_CODE France
PCS Code FR_PCS_CODE France
Pension Code FR_PENSION_CODE France
Reason (in Person EIT-French Public Sector additional Seniority Details) FR_PQH_ADDL_REASON France
Activity (in Person EIT-French Public Sector Soldier Details) FR_PQH_ARMY_ACTIVITY France
Army Body (in Person EIT-French Public Sector Soldier Details) FR_PQH_ARMY_BODY France
Hierarchy (in Person EIT-French Public Sector Soldier Details) FR_PQH_ARMY_HIERARCHY France
Rank (in Person EIT-French Public Sector Soldier Details) FR_PQH_ARMY_RANK France
Bonification Type (in Person EIT-French Public Sector Bonification Details) FR_PQH_BONIFICATION_TYPE France
Level FR_PQH_COMMITTEE_LEVEL France
Type (Members) FR_PQH_COMMITTEE_MEMBER_TYPE France
Mention (in Qualification Type DDF) FR_PQH_DIPLOMA_MENTION France
Optional (in Qualification Type DDF) FR_PQH_DIPLOMA_OPTION France
Specialty (in Qualification Type DDF) FR_PQH_DIPLOMA_SPECIALITY France
Sub-Specialty (in Qualification Type DDF) FR_PQH_DIPLOMA_SUB_SPECIALITY France
Relationship Type FR_PQH_EXT_ORG_TYPE France
Category (in Corps) FR_PQH_GRADE_CATEGORY France
Badge Name (in Ministry Awards SIT) FR_PQH_MINISTRY_BADGE_NAME France
Level (in Ministry Awards SIT) FR_PQH_MINISTRY_LEVEL France
Medal Name (in Ministry Awards SIT) FR_PQH_MINISTRY_MEDAL_NAME France
Order Name (in Ministry Awards SIT) FR_PQH_MINISTRY_ORDER_NAME France
Activity (in Organization EIT) FR_PQH_ORG_ACTIVITY France
Physical Share (in Assignment: Statutory Information) FR_PQH_PHYSICAL_SHARE France
Type of Service (in Person EIT-French Public Sector Soldier Details) FR_PQH_TYPE_OF_ARMY_SERVICE France
Event FR_PQH_VALIDATION_EVENT France
Previous Employer COTOREP Type FR_PREVIOUS_COTOREP France
Department FR_REGION France
Representative Type FR_REPRESENTATIVE_TYPE France
Starting Reason FR_STARTING_REASON France
Types of French Training FR_TRAINING_TYPE France
Type of Worker FR_TYPE_OF_WORKER France
URSSAF Code FR_URSSAF_CODE France
Visa Status FR_VISA_STATUS France
Visa Type FR_VISA_TYPE France
Work Accident Code FR_WORK_ACCIDENT_CODE France
Work Accident Result FR_WORK_ACCIDENT_RESULT France
Type of Work Accident FR_WORK_ACCIDENT_TYPE France
Work Pattern FR_WORK_PATTERN France
Medical Service FR_WORK_MEDICAL_SERVICE France
Situation Sub Type FR_PQH_STAT_SIT_SUB_TYPE France
Situation Reason FR_PQH_STAT_SIT_REASON France
Type of Request FR_PQH_STAT_SIT_RQST_TYPE France
Label names for the BIAF report template BIAF_LOOKUP_CODE France
Label names for the DIF Statement report template DIF_STMT_LOOKUP_CODE France
Bank Identifier Code HR_FR_BIC_CODES France
Representative Body's method of funding FUNDING_METHOD All
Authority (for PAYE details) GB_AUTHORITY GB
Bank Name GB_BANKS GB
Certificate (for element NI) GB_CERTIFICATE GB
Cheque/Check Style GB_CHEQUE_REPORT GB
County (UK addresses) GB_COUNTY GB
Pay day type GB_PAY_DAY_TYPE GB
Pension GB_PENSION GB
Allows users to to define valid SCON number for NI SCON input GB_SCON GB
Sequence (for the BACS process) GB_SORT_SEQUENCE GB
  PQP_GB_ADDITIONAL_PAY_TYPE GB
  PQP_GB_SWF_CNTRCT_AGRMNT_TYPES GB
  PQP_GB_SWF_ABSENCE_CATEGORY GB
  PQP_GB_SWF_DESTINATION_CODES GB
  PQP_GB_SWF_ORIGIN_CODES GB
  PQP_GB_DCSF_PAY_SCALE GB
  PQP_GB_SWF_POSTS GB
  PQP_GB_REGIONAL_SPINE_CODE GB
  PQP_GB_SWF_ROLES GB
  PQP_GB_DCSF_SPINE_POINTS GB
  PQP_GB_SWF_SUBJECT_CODES GB
  PQP_GB_SWF_QTS_ROUTES GB
  PQP_GB_SWF_QUALIFICATION_CODES GB
  PQP_GB_STAFF_CATEGORY GB
  UK_ETHNIC_CODES GB
Names of Item Types for HR Summary Process GSP_ITEM_TYPE All
Names of Key Types for HR Summary Process GSP_KEY_TYPE All
Names of Restriction Types for HR Summary Process GSP_RESTRICTION_TYPE All
Hazard HAZARD_TYPE All
Area (Hong Kong addresses) HK_AREA_CODES Hong Kong
Rental/Passage Deduction Level HK_DEDUCTION_LEVEL Hong Kong
Leaving Reasons HK_DEPARTURE_REASONS Hong Kong
IR56B Origin HK_IR56B_ORIGIN Hong Kong
IR56 Box Descriptions HK_IR56_BOX_DESC Hong Kong
MPF Voluntary Processing Rules HK_MPF_PROC_RULE Hong Kong
MPF Wage Base HK_MPF_WAGE_BASE Hong Kong
Nature of Quarters HK_NATURE_OF_QUARTERS Hong Kong
Overseas Payment Amount Known HK_OVERSEAS_PAYMENT Hong Kong
Returning to Hong Kong HK_RETURN_TO_HK Hong Kong
Tax Reporting Year HK_TAX_YEAR Hong Kong
Document Category HR_ADI_DOCUMENT_TYPE All
Date Posted HR_APPLICATION_DATE All
Reason for Deployment HR_DEPLOYMENT_REASONS All
Hire Date HR_HIRE_DATE All
Banks in Ireland HR_IE_BANK Ireland
Date Posted HR_JOB_POSTED_DATE All
HR Metalink Application HR_METALINK_APPLICATION All
Academic Title HR_NL_ACADEMIC_TITLE NL
Dutch Bank Details HR_NL_BANK NL
Dutch Cities HR_NL_CITY NL
Correspondence Language HR_CORR_LANGUAGE NL
Dutch HR WAO Disability HR_NL_DI_WAO NL
Full Name Format HR_NL_FULL_NAME_FORMAT NL
Identification Certificate HR_NL_ID_CERTIFICATE NL
Job Level HR_NL_JOB_LEVEL NL
Nationality HR_NL_NATIONALITY NL
Province HR_NL_PROVINCE NL
Dutch Regions HR_NL_REGIONS NL
Royal Title HR_NL_ROTAL_TITLE NL
End Reasons for Social Health Insurance Report HR_NL_SHI_END NL
Special Title HR_NL_SPECIAL_TITLE NL
Field Labels HR_FORM_LABELS NL
Bank Identifier Code HR_NL_BIC_CODES NL
Group HR_WPM_GROUP All
Unit of Measure HR_WPM_MEASURE_UOM All
Priority HR_WPM_PRIORITY All
Weighting HR_WPM_WEIGHTING All
Sector NL_SECTOR NL
Batch process used by OTM HXT_BATCH_STATUS All
Days of the week HXT_DAY_OF_WEEK All
Process modes used by OTM HXT_PROCESS_MODE All
Benefit Type IE_BENEFIT_TYPE Ireland
Benefit Type IE_BIK_ASSET_TYPE Ireland
Benefit Type IE_BIK_REPORTABLE_ITEM Ireland
Calculation Option IE_CALC_OPTION Ireland
Cheque List Report Sort Option IE_CHEQLIST_SORT Ireland
Cheque Report IE_CHEQUE_REPORT Ireland
Colleges (Irish colleges) IE_COLLEGES Ireland
County (Irish addresses) IE_COUNTY Ireland
Text to be displayed on Irish specific field prompts IE_FORM_LABELS Ireland
Basis of Tax Assessment IE_PAYE_ASSESS_BASIS Ireland
Information Source IE_PAYE_INFO_SOURCE Ireland
Tax Basis IE_PAYE_TAX_BASIS Ireland
Postal Code IE_POSTAL_CODE Ireland
Contribution Class IE_PRSI_CONT_CLASS Ireland
Overridden Subclass IE_PRSI_CONT_SUBCLASS Ireland
Mode IE_P35_SRS_MODE Ireland
Qualification Type IE_QUAL_TYPES Ireland
Incident Type INCIDENT_TYPE All
Industry (for salary survey) INDUSTRY All
Injury INJURY_TYPE All
Bank Name IT_BANK Italy
City (Italian addresses) IT_CITY Italy
Collective Agreement IT_COLLECTIVE AGREEMENTS Italy
Contract Type IT_CONTRACT_TYPE Italy
Text to be displayed on Italian specific field prompts IT_FORM_LABELS Italy
Employment Category IT_EMP_CAT Italy
Province (Italian addresses) IT_PROVINCE All
Trade Unions IT_TRADE_UNIONS Italy
Unemployment Insurance Codes IT_UNEMPLOYMENT_INSURANCE_CODE Italy
Unemployment Insurance Sub Codes IT_UNEMPLOYMENT_INS_SUB_CODE Italy
Extra Job Information JOB_CATEGORY All
Categories of Jobs JOB_CATEGORIES All
Representative Body's Jurisdiction JURISDICTION All
Reason (for leaving) LEAV_REAS All
  LOCAL_BAL_FORM_NAME All
Marital Status MAR_STATUS All
Marital Status (Belgium) MAR_STATUS_BE Belgium
Government Employment Sector MX_HR_EMP_CAT Mexico
MX_SOCIAL_SECURITY_SALARY_TYPE Social Security Salary Type Mexico
  MX_STATE All
  MY_STATE All
North American Industry Code for Canada NAIC All
Nationality NATIONALITY All
NI Unique Error or Warning NI_UNIQUE_ERROR_WARNING All
  NL_REGION All
Reason NPW_TERMINATION_REASONS All
Region (New Zealand addresses) NZ_COUNTIES All
District of Origin NZ_DISTRICT_OF_ORIGIN New Zealand
Ethnic Origin NZ_ETHNIC_ORIGIN New Zealand
Tribal Group NZ_TRIBAL_GROUP New Zealand
Organization Type ORG_TYPE All
Class Begins OTA_ENROLL_CLASS_DATE All
Use to which a work pattern is or may be put PATTERN_PURPOSE All
Type of checksum used for deductions batches PAY_PDT_DED_CKSUM All
Type of checksum used for earnings deductions batches PAY_PDT_EARN_CKSUM All
Type of checksum used for time entry batches PAY_PDT_TIME_CKSUM All
Category PER_CATEGORIES All
Communication delivery method, Report Method PER_CM_MTHD All
Cluster PER_COMPETENCE_CLUSTER All
FTE Capacity PER_FTE_CAPACITY All
Minimum Service PER_LENGTHS_OF_SERVICE All
Format Type PER_NAME_FORMATS All
Credit Type PER_QUAL_FWK_CREDIT_TYPE All
Field PER_QUAL_FWK_FIELD All
Level PER_QUAL_FWK_LEVEL All
Level Type PER_QUAL_FWK_LEVEL_TYPE All
Provider PER_QUAL_FWK_PROVIDER All
QA Organization PER_QUAL_FWK_QA_ORG All
Qualification Type PER_QUAL_FWK_QUAL_TYPE All
Sub-Field PER_QUAL_FWK_SUB_FIELD All
Unit Standard Type PER_QUAL_FWK_UNIT_STD_TYPE All
Relocation PER_RELOCATION_PREFERENCES All
Status PER_SUBJECT_STATUSES All
Subject PER_SUBJECTS All
Work Duration PER_TIME_SCALES All
Tuition Method PER_TUITION_METHODS All
Address Type ADDRESS_TYPE Norway
Confederation Code NO_CONFEDERATION_CODES Norway
Labels (for Norway) NO_FORMS_LABEL Norway
Marital Status MAR_STATUS Norway
Nationality NATIONALITY Norway
Legal Employer NO_LEGAL_EMP_SI_STATUS Norway
Organization Class ORG_CLASS All
Contact Type ORG_CONTACT_TYPES Norway
SSB Position Code HR_NO_POSITION_CODES Norway
School Type NO_ESTB_TYPES Norway
Tax Municipality NO_TAX_MUNICIPALITY Norway
Tax Table Numbers NO_TAX_TABLE_NO Norway
Title TITLE Norway
Bank Identifier Code HR_NO_BIC_CODES Norway
US Country Code PER_US_COUNTRY_CODE USA
I9 Status PER_US_I9_STATE USA
US Income Types PER_US_INCOME_TYPES USA
US Process Type PER_US_PROCESS_TYPE USA
US Residency Status PER_US_RES_STATUS USA
US Visa Categories PER_US_VISA_CATEGORIES USA
US Visa Types PER_US_VISA_TYPES USA
US Visit Code PER_US_VISIT_CODE USA
Work Hours PER_WORK_HOURS All
Work Schedule PER_WORK_SCHEDULE All
Rating PERFORMANCE_RATING All
Type PHONE_TYPE All
Reason (for grade step placement) PLACEMENT_REASON All
Position Family POSITION_FAMILY All
Status (of reserved position) POSITION_RESERVED_STATUS All
Status (of position) POSITION_STATUS All
Academic Rank PQH_ACADEMIC_RANK USA
Document Type (in Corps: Document Details) PQH_CORPS_DOC_TYPE FR
Type of Exam (in Corps: Entrance Exams) PQH_CORPS_EXAM_TYPE FR
Filere (in Position and Corps HGRID) PQH_CORPS_FILERES FR
Way of Joining Corps (in Corps: Other Details) PQH_CORPS_WAYS FR
Requirements (in Corps: Other Details) PQH_CORPS_WAYS_CRITERIA FR
Value of SSHR Transaction Attribute (in Document Management) PQH_CURRENT_PROPOSED All
  PQH_PA_HGRID_NODE_IMAGE All
  PQH_PA_HGRID_ROLLOVER_TEXT All
Tenure Status PQH_TENURE_STATUS USA
Element Extra Information (rate type name) PQP_RATE_TYPE UK
Subtype (for previous employer) PREV_EMP_SUBTYPE All
Type (for previous employer) PREV_EMP_TYPE All
Student Enrollments Priority PRIORITY_LEVEL All
Type (of Professional Credits) PROFESSIONAL_CREDIT_TYPE All
Source of Proficiency Rating PROFICIENCY_SOURCE All
A label given to group events within a program PROGRAM_MEMBERSHIP_GROUP All
Reason (for salary proposal) PROPOSAL_REASON All
Units (qualifying units for probation period) QUALIFYING_UNITS All
Basis RATE_BASIS All
Type (of recruitment activity, also used in application source) REC_TYPE All
Report Method REPORT_METHOD All
  RECON_STATUS All
Type (of resource) RESOURCE_TYPE All
Reason (a resource is used by an activity) RESOURCE_USAGE_REASON All
Account Type SG_ACCOUNT_TYPE Singapore
Bank Code SG_BANK_CODE Singapore
Employer IRAS Category SG_EMPLOYER_IRAS_CATEGORY Singapore
Permit Category SG_PERMIT_CATEGORY Singapore
Race SG_RACE Singapore
Religion SG_RELIGION Singapore
Survey Age (for salary surveys) SURVEY_AGE All
Survey Company (for salary surveys) SURVEY_COMPANY All
Job Name (for salary surveys) SURVEY_JOB_NAME All
Region (for salary surveys) SURVEY_REGION All
Seniority (for salary surveys) SURVEY_SENIORITY All
Reason (for terminating application) TERM_APL_REASON All
Prefix TITLE All
Uses Tobacco (for benefits) TOBACCO_USER All
Role (of trainer in event) TRAINER_PARTICIPATION All
Center (where event takes place) TRAINING_CENTRE All
Type (of unit for event pricing) TRAINING_UNIT All
Accrual Start US_ACCRUAL_START_TYPE All
Status of request for accommodation US_ADA_STATUSES All
Coverage Level (for medical, dental and vision benefit plans) US_BENEFIT_COVERAGE All
Status (of continued coverage) US_COBRA_STATUS All
Reason (for COBRA Termination) US_COBRA_TERM_REASON All
Category (within Earnings classification) US_EARNINGS All
Category (within Imputed Earnings classification) US_IMPUTED_EARNINGS All
Category (within Information classification) US_INFORMATION All
Category (within Involuntary Deductions classification) US_INVOLUNTARY_DEDUCTIONS All
Job Groups US_JOB_GROUPS All
Filing Status for local income tax US_LIT_FILING_STATUS All
Exemption Reason (for excluding employee from New Hire report) US_NEW_HIRE_EXCEPTIONS All
Category (within Nonpayroll Payments classification) US_PAYMENT All
Category (of accrual plan) US_PTO_ACCRUAL All
Filing Status for state income tax US_SIT_FILING_STATUS All
State (US addresses) US_STATE All
Category (within Supplemental Earnings classification) US_SUPPLEMENTAL_EARNINGS All
Row Type (for Payroll Tables) US_TABLE_ROW_TYPES All
List of different instances of US Payroll Tax Balance reports US_TAX_REPORT All
Category (within Voluntary Deductions classification) US_VOLUNTARY_DEDUCTIONS All
Position of WC surcharge (after experience modifications and after premium discount) US_WC_SURCHARGE_POSITION All
Category (of a vacancy, for use in HR Direct Access) VACANCY_CATEGORY All
Status (of a vacancy) VACANCY_STATUS All
Type of Reporting Organization VETS_ORG_TYPE All
User friendly names for cheque writing SRW2 reports W2_BOX-14_USER_DEFINED All
Name (of global used in workflow) WF_GLOBAL All
Availability Schedule WORK_SCHEDULE All
Aggregate Third Party Cheque Types ZA_AGG_3RD_CHEQUE_REPORT S Africa
Cheque Reports ZA_CHEQUE_REPORT S Africa
Credit Transfer Cheque Reports ZA_CT_CHEQUE_REPORT S Africa
Employment Equity Occupational Categories ZA_EMP_EQ_OCCUPATIONAL_CAT S Africa
Employment Equity Occupational Levels ZA_EMP_EQ_OCCUPATIONAL_LEV S Africa
Employment Equity Status ZA_EMP_EQUITY_STATUS S Africa
Language Preference ZA_LANG_PREF S Africa
NQF Activity Names ZA_NQF_ACTIVITY_NAMES S Africa
NQF Chamber Names ZA_NQF_CHAMBER_NAMES S Africa
Race ZA_RACE S Africa
Religion ZA_RELIGION S Africa
RSC Regions ZA_RSC_REGIONS S Africa
Sort Order for Tax Certificates ZA_TAXCERT_SORT S Africa
Country of Passport Issue ZA_COUNTRY_OF_PASSPORT_ISSUE S Africa
Employer Trade Classification ZA_EMPLOYER_TRADE_CLASS S Africa
Tax Area CN_TAX_AREA China
Social Insurance/PHF Contribution Area CN_SIC_AREA China
Notice Duration Unit CN_DURATION_UNIT China
Province/City/SAR (Personal Address Information and Location Address windows) CN_PROVINCE China
Hukou Location CN_HUKOU_LOCN China
Hukou Type CN_HUKOU_TYPE China
Health Status CN_HEALTH_STATUS China
Race/Ethnic Origin CN_RACE China
Highest Education Level CN_HIGH_EDU_LEVEL China
Enterprise Category CN_ENTRP_CATEGORY China
Archive Format CN_FILE_ARCHIVE China
Last Level CN_MILITARY_LEVEL China
Last Rank CN_MILITARY_RANK China
Type of Exception CN_PARTY_EXCEPTION China
Party Status CN_PARTY_STATUS China
Party Type CN_PARTY_TYPE China
Type CN_RDP_TYPE China
Technical Title CN_TECH_TITLE China
Way to obtain Title CN_TECH_WAY China
Religion GCC_RELIGION For all GCC countries. Saudi Arabia, Kuwait
Employment Status SA_EMPLOYMENT_STATUS Saudi Arabia
City SA_CITY Saudi Arabia
Bank SA_BANKS Saudi Arabia
Bank HU_BANKS Hungary
County HU_COUNTY Hungary
Location Types HU_LOCATION_TYPES Hungary
Nationality HU_NATIONALITY Hungary
Form Labels HU_FORM_LABELS Hungary
Company Formation HU_COMPANY_FORMATION Hungary
Pension Provider HU_PENSION_PROVIDERS Hungary
Job Classification HU_JOB_CLASSIFICATION Hungary
Joining Reason HU_JOINING_REASON Hungary
Military Rank HU_MILITARY_RANK Hungary
Civil Defense Organization HU_CIVIL_DEFENCE_ORG Hungary
Civil Local Department HU_CIVIL_LOCAL_DEPT Hungary
Civil Local Sub Department HU_CIVIL_LOCAL_SUB_DEPT Hungary
Civil Group HU_CIVIL_GROUP Hungary
Civil Sub Group HU_CIVIL_SUB_GROUP Hungary
Bank Identifier Code HR_HU_BIC_CODES Hungary
Banks ES_BANKS Spain
Company Types ES_COMPANY_TYPES Spain
Province ES_PROVINCE Spain
Province codes ES_PROVINCE_CODES Spain
Form Labels ES_FORM_LABELS Spain
Identifier Type ES_IDENTIFIER_TYPE Spain
Epigraphs ES_EPIGRAPHS Spain
Contract Subtype ES_CONTRACT_SUBTYPE Spain
Contract Replacement Reason ES_CONTRACT_REPLACEMENT_REASON Spain
Worker Status ES_WORKER_STATUS Spain
Unemployment Status ES_UNEMPLOYMENT_STATUS Spain
Special Relationship Type ES_SPECIAL_RELATIONSHIP_TYPE Spain
Contract Start Reason ES_CONTRACT_START_REASON_UDT Spain
Payment Key ES_PAYMENT_KEY Spain
Sub Payment Key (for Payment Key B) ES_SUB_PAYMENT_KEY_B Spain
Sub Payment Key (for Payment Key F) ES_SUB_PAYMENT_KEY_F Spain
Sub Payment Key (for Payment Key G) ES_SUB_PAYMENT_KEY_G Spain
Sub Payment Key (for Payment Key H) ES_SUB_PAYMENT_KEY_H Spain
Sub Payment Key (for Payment Key L) ES_SUB_PAYMENT_KEY_L Spain
Contract Subtype ES_CONTRACT_SUB_TYPE_UDT Spain
State/UT IN_STATES India
Pin Code IN_PIN_CODES India
Bank Name IN_BANK India
Branch Name IN_BANK_BRANCH India
Account Type IN_ACCOUNT_TYPE India
Contribution Period IN_ESI_CONTRIB_PERIOD India
Currency Period IN_FINANCIAL_YEAR India
Remittance Month IN_CALENDAR_MONTH India
Nature of Injury IN_INJURY India
Disablement Level IN_DISABLEMENT_LEVEL India
Type (Extra Contact Information) IN_NOMINATION_TYPES India
Residential Status IN_RESIDENTIAL_STATUS India
Religion IN_RELIGION India
Community IN_COMMUNITY India
Employer Classification IN_ER_CLASS India
Trust Classification IN_PF_CLASSIFICATION India
Office Type IN_OFFICE_TYPES India
Industry Classification IN_IND_CLASS India
Joy Type IN_JOB_TYPE India
TDS Type on Bonus IN_BONUS_TDS_TYPE India
Reason for ESI Exemption IN_ESI_EXEMPTION India
Gratuity forfeiture reason IN_GRATUITY_FORFEITURE_REASON India
Leaving reason LEAV_REAS India
Allowance Categories for India IN_ALLOWANCE_CATEGORY India
Declaration Types IN_TAX_DECLARATION_TYPES India
City Types IN_CITY_TYPE India
Declaration Status IN_DECLARATION_STATUS India
Approval Status IN_APPROVAL_STATUS India
Declaration Types IN_INPUT_NAMES India
Professional Tax Frequencies IN_PT_FREQUENCIES India
Employee Type IN_EMPLOYEE_TYPE India
Check Styles IN_CHEQUE_REPORT India
Other Termination Types IN_OTHER_TERMINATIONS India
Period IN_PT_FORM3_QUARTERS India
Frequency IN_PT_FORM3_FREQUENCY India
Year IN_PT_FORM3_YEAR India
LWF Adjustment Reason IN_LWF_ADJUST_REASONS India
LWF Exemption Reason IN_LWF_EXEMPTION India
Cheque/DD Drawn Bank Name IN_PF_BANK India
Cheque/DD Deposited Base Branch IN_PF_BASE_BANK India
Governorate KW_GOVERNORATE Kuwait
Employment Status KW_EMPLOYMENT_STATUS Kuwait
Banks KW_BANKS Kuwait
Company Types KW_COMPANY_TYPE Kuwait
Street Type PL_STREET_TYPE Poland
Province PL_PROVINCE Poland
District PL_DISTRICT Poland
Community PL_COMMUNITY Poland
Bank Branch PL_BANK_BRANCH_NAME Poland
Bank Name PL_BANK_NAME Poland
Period of Submission PL_PLATNIK_TERM Poland
Application to NIRDP HR_PL_NIRDP_APPLICATION Poland
Legal Base of Activity PL_LEGAL_BASE_ACTIVITY Poland
Type of Property PL_TYPE_OF_PROPERTY Poland
Type of Service PL_TYPE_OF_SERVICE Poland
Employee Social Security Meaning PL_EMP_SOCIAL_SECURITY_MEANING Poland
Expense Type PL_TYPE_OF_VEHICLE_EXPENSE Poland
Paid By PL_TYPE_OF_VEHICLE_PAYEE Poland
Payment Mode PL_TYPE_OF_VEHICLE_PAY_MODE Poland
Bank Identifier Code HR_PL_BIC_CODES Poland
Bank Code HR_KW_BANK_CODES Kuwait
Loan Type KW_LOAN_TYPE Kuwait
Equipment Used RU_EQUIPMENT Russia
Alcoholic or Narcotic RU_INTOXICATION Russia
  RU_MARITAL_STATUS Russia
Reserve Category RU_RESERVE_CATEGORY Russia
Rank RU_MILITARY_RANK Russia
Profile RU_MILITARY_PROFILE Russia
Service Readiness Category RU_MILITARY_SERVICE_READINESS Russia
Conscription Dismissal Mark RU_QUITTING_MARK Russia
No field name. Used internally to map codes in the PER_CATEGORIES lookup. RU_EDUCATION_LEVELS Russia
No field name. Used internally to map codes in the PER_CATEGORIES lookup. RU_ENTERPRISE_EDUCATION Russia
Course Name RU_COURSE_NAMES Russia
Type of Qualification Improvement RU_QUAL_IMPROVEMENT_TYPES Russia
Document Name RU_DOCUMENT_NAMES Russia
  COMPETENCE_TYPE Russia
Type of Activity RU_ACTIVITY_TYPE Russia
Calculated Record of Service Reason (CSR) RU_CALC_RECORD_SERVICE Russia
Insurance Type RU_INSURANCE_TYPE Russia
Limited Term Reason RU_LIMITED_CONTRACT_REASON Russia
Long Service Reason (LSR) RU_LONG_SERVICE Russia
Special Working Conditions RU_SPECIAL_WORK_CONDITIONS Russia
Territory Conditions RU_TERRITORY_CONDITIONS Russia
Usage Schedule RU_USAGE_SCHEDULE Russia
Vehicle Category RU_VEHICLE_CATEGORY Russia
Place of Birth/OKATO Code RU_OKATO Russia
SUN Code SE_SKILLS_LEVEL_CODE Sweden
County Code SE_COUNTY_CODES Sweden
Municipality SE_TAX_MUNICIPALITY Sweden
Industry Code SE_INDUSTRY_CODE Sweden
Employment Category SE_EMP_CATG Sweden
Estimated Period of Absence SE_EST_PER_ABS Sweden
Central Reporting SE_CENTRAL_REPORTING Sweden
Bank Identifier Code HR_SE_BIC_CODES Sweden
Religion AE_RELIGION UAE
City AE_CITY_CODES UAE
Emirate AE_EMIRATE UAE
Area AE_AREA_CODES UAE
Language AE_LANGUAGES UAE

User and Extensible Lookups for Oracle US Federal HR

This table contains user and extensible lookups that are predefined with the Oracle US Federal Human Resources. Lookups specific to Oracle HRMS are listed separately. See User and Extensible Lookups.

Field Lookups
Academic Discipline GHR_US_ACADEMIC_DISCIPLINE
Academic Institution Name GHR_US_ACADEMIC_INSTITUTION
Adverse Action NOA Codes GHR_US_ADVERSE_ACTION_NOAC
Age Complaint Basis GHR_US_COM_AGE_BASIS
Agency Code GHR_US_AGENCY_CODE_2
Agency Code Transfer Form GHR_US_AGENCY_CODE
Agency Complaint Action GHR_US_AGENCY_ACTION
Annuitant Indicator GHR_US_ANNUITANT_INDICATOR
Appellate GHR_US_APPELLATE_COSTS
Appointment Type GHR_US_APPOINTMENT_TYPE
Appraisal System Identifier GHR_US_APPRAISAL_SYS_ID
Appraisal Type GHR_US_APPRAISAL_TYPE
Appropriation Code-1 GHR_US_APPROPRIATION_CODE1
Appropriation Code-2 GHR_US_APPROPRIATION_CODE2
Award Type GHR_US_AWARD_TYPE
Award Unit of Measure GHR_US_AWARD_UOM
Bargaining Unit Status GHR_US_BARG_UNIT_STATUS
Breakdown Rpt: By Clause GHR_US_BRKDWN_BY_CLAUSE
Breakdown Rpt: Within Clause GHR_US_BRKDWN_WITHIN_CLAUSE
Category GHR_US_CATEGORY
Cause of Disciplinary Action GHR_US_CAUSE_DISP_ACTION
Citizenship GHR_US_CITIZENSHIP
Civil Action GHR_US_CIVIL_ACTION_COSTS
Civilian Duty Stat Contingency GHR_US_CIV_DTY_STATUS_CONT
Class Graded GHR_US_CLASS_GRADE_BY
Classification Official GHR_US_CLASSFCTN_OFFICIAL
Clinical Specialty GHR_US_CLN_SPEC
College-Major-Minor GHR_US_COLLEGE_MAJ_MIN
Complaint Accepted or Rejected GHR_US_ACCEPT_REJECT_ISSUES
Complaint Basis Category GHR_US_BASIS_CATEGORY
Complaint Closure Decision GHR_US_DEC_CLOSURE
Complaint Closure Types GHR_US_NATURE_CLOSING
Complaint Corrective Action GHR_US_CORRECT_ACTION
Complaint Cost Unit GHR_US_COST_UNIT
Complaint Individual Type GHR_US_TYPE_INDV_INVOLVED
Complaint Issues GHR_US_COM_ISSUE
Complaint Statutes GHR_US_BASIS_STATUTE
Complaint Type, Class or Indiv GHR_US_COMPLAINT_TYPE
Consent ID GHR_US_CONSENT_ID
Counselor Report Type GHR_US_COUNSELOR_RPT_TYPE
Country World Citizenship GHR_US_CNTRY_WRLD_CTZN
Credit Hours GHR_US_CREDIT_HOURS
Credit Type GHR_US_CREDIT_TYPE
Creditable Military Service GHR_US_CREDIT_MIL_SVC
Currency GHR_US_CURRENCY
Days Suspended GHR_US_DAYS_SUSPENDED
Drawdown Action ID GHR_US_DRAWDOWN_ID
Drug Test GHR_US_DRUG_TEST
Duty Station ID GHR_US_DUTY_STATION_ID
Duty Status GHR_US_DUTY_STATUS
Education Level GHR_US_EDUCATIONAL_LEVEL
EEO Counselor Status GHR_US_COUNSELOR_STATUS
EEO Investigator Status GHR_US_INVESTIGATOR_STATUS
EEOC Complaint Recommended Dec GHR_US_EEOC_RECOM_DEC
EEOC Complaint Recommended Dec GHR_US_EEOC_RECOM_DEC_ACT
Employment Category Group GHR_US_EMP_CAT_GRP
Enrollment GHR_US_ENROLLMENT
Entitlement Code GHR_US_ENTITLEMENT_CODE
Exception Retirement Pay Ind GHR_US_EXCEPTION_RETIREMENT
FAA Final Agency Decision GHR_US_FAD_COSTS
FAD Final Agency Action GHR_US_FAA_COSTS
Family Member Employment Pref GHR_US_FAM_MBR_EMPLMNT_PREF
Family Member Status GHR_US_FAMILY_MEMBER_STATUS
FEGLI GHR_US_FEGLI
FERS Coverage GHR_US_FERS_COVERAGE
Final Organization Decision GHR_US_FINAL_ORG_DEC
Financial Statement GHR_US_FINANCIAL_STATEMENT
FLSA Category GHR_US_FLSA_CATEGORY
Formal Complaint Recommended D GHR_US_FRM_RECOM_DEC
Formal Complaint Recommended D GHR_US_FRM_RECOM_DEC_ACT
Formal Complaint GHR_US_FORMAL_COMPL_COSTS
Frozen Service GHR_US_FROZEN_SERVICE
Functional Class GHR_US_FUNCTIONAL_CLASS
GHR Event Code Categories GHR_US_EVENT_CATEGORIES
Grade or Level GHR_US_GRADE_OR_LEVEL
Handicap Code GHR_US_HANDICAP_CODE
Handicap Complaint Basis GHR_US_COM_HC_BASIS
Hazard Type GHR_US_HAZARD_TYPE
Health Plan GHR_US_HEALTH_PLAN
Hearing GHR_US_HEARING_COMPL_COSTS
Hierarchy Level Names GHR_US_HIERARCHY_LEVEL
Incentive Obligation GHR_US INCENTIVE OBLIG_CODE
Information Inquiry GHR_US_INFO_INQUIRY_COSTS
Intelligence Position Ind GHR_US_INTEL_POSN_INDICATOR
Investigation GHR_US_INVESTIGATION_COSTS
Investigator Report Type GHR_US_INVESTIGATOR_RPT_TYPE
Investigators Recommended Deci GHR_US_INV_RECOM_DEC
Key Emergency Essential GHR_US_KEY_EMERG_ESSENTIAL
Key Emergency Essential Empl GHR_US_ASGN_KEY_EMERG_ESSEN
Language Identifier GHR_US_LANG_IDENTIFIER
Language Proficiency Level GHR_US_LANG_PROF_LEVEL
Language Reading Proficiency GHR_US_LANG_PROF
Language Required GHR_US_LANGUAGE_REQUIRED
Last Action Code GHR_US_LAST_ACTION_CODE
Legal Authorities GHR_US_LEGAL_AUTHORITY
LEO Position Indicator GHR_US_LEO_POSN_INDICATOR
Mass Action Status GHR_US_MASS_ACTION_STATUS
Military Recall Status GHR_US_MILITARY_RECALL
Military Retirement Waiver Ind GHR_US_MIL_RETIREMNT_WAIVER
NAF Retirement Indicator GHR_US_NAF_RETIRE_INDIC
National Origin Complaint Basis GHR_US_COM_NO_BASIS
Non-Disclosure Agmt Status GHR_US_NON_DISCLOSURE_AGREE
Obligated Employee SSN GHR_US_OBLIGATED_EMPL_SSN
Obligated Position Number GHR_US_OBLIG_POSN_NUM
Obligated Position Type GHR_US_OBLIG_POSN_TYPE
Obligated Type GHR_US_OBLIGATED_POSN_TYPE
Occupation Category Code GHR_US_OCC_CATEGORY_CODE
Occupational Series GHR_US_OCC_SERIES
Organization Function Code GHR_US_ORG_FUNC_CODE
Organization Identifier* GHR_US_ORGANIZATION_ID
Other GHR_US_OTHER_COSTS
Part-time Indicator GHR_US_PART_TIME_INDICATOR
Pay Level or Rate GHR_US_PAY_LEVEL_RATE
Payment Option GHR_US_PAYMENT_OPTION
Pay Rate Determinant GHR_US_PAY_RATE_DETERMINANT
Payroll Office ID GHR_US_PAYROLL_OFFICE
Personnel Sec Clearance GHR_US_PERS_SEC_CLEAR
Physical Exam or Test Type GHR_US_PHYSICAL_EXAM
Phys and Dent Pay Range Table GHR_US_PAY_TABLE_ID
Physician and Dentist Tier GHR_PHY_DENT_TIER
PIP Action Taken GHR_US_PIP_ACTION_TAKEN
PIP Extensions GHR_US_PIP_EXTENSIONS
PIP Length GHR_US_PIP_LENGTH
Personnel System Indicator GHR_US_PERS_SYS_IND
Position Description ID GHR_US_POSITION_DESCRIPTION
Position Occupied GHR_US_POSITION_OCCUPIED
Position Sensitivity GHR_US_POSN_SENSITIVITY
Position Type GHR_US_POSITION_TYPE
Position Working Title GHR_US_WORKING_TITLE
Pre Complaint GHR_US_PRE_COMPL_COSTS
Premium Pay Indicator GHR_US_PREM_PAY_IND
Previous Retirement Coverage GHR_US_PREV_RETIRE_COVER
Processing Methods GHR_US_PROCESS_METHODS
PRP/SCI GHR_US_SECURITY_PRP/SCI
PRP/SCI GHR_US_SECURITY_PRP_SCI
PRP/SCI Status Employment GHR_US_PRP/SCI_STATUS
Qualification Standards Waiver GHR_US_QUAL_STND_WAIVER
Quarters Group GHR_US_QUARTERS_GROUP
Quarters Type GHR_US_QUARTERS_TYPE
Race National Origin GHR_US_RACE_NATIONAL_ORIGIN
Race/Color Complaint Basis GHR_US_COM_RC_BASIS
Rating of Record GHR_US_RATING_OF_RECORD
Rating of Record Level GHR_US_RATING_LEVEL
Rating of Record Pattern GHR_US_RATING_PATTERN
Reason for Complaint Rejection GHR_US_REJECT_REASON
Reason for Separation GHR_US_SEPARATION_REASON
Religious Complaint Basis GHR_US_COM_REL_BASIS
Reprisal Complaint Basis GHR_US_COM_REP_BASIS
Reserve Category GHR_US_RESERVE_CATEGORY
Restricted Form GHR_US_RESTRICTED_FORM
Retained Locality Percent GHR_US_LOCALITY_PERCENT
Retained Pay Basis GHR_US_PAY_BASIS
Retained Pay Table ID GHR_US_PAY_TABLE_ID
Retirement Grade GHR_US_RETIREMENT_GRADE
Retirement Plan GHR_US_RETIREMENT_PLAN
Sec Investigation Basis GHR_US_SEC_INVEST_BASIS
Security Access GHR_US_SECURITY_ACCESS
Separate Payroll Office Number GHR_US_SEP_PAYROLL_OFFICE_NO
Separate Pkg Register Number GHR_US_SEP_PKG_REG_NUM
Separate Pkg Status Indicator GHR_US_SEP_PKG_STAT_INDCTR
Service GHR_US_SERVICE
Sex Complaint Basis GHR_US_COM_SEX_BASIS
Sign on Identification for NFC GHR_US_SIGNON_ID
Spcl Plcmt Consid Reason GHR_US_SPEC_PLCMT_CNSID_RSN
Spvr/Mgr Prob Completion GHR_US_SUPV_MGR_PROB_COMP
Stage of Complaint GHR_US_COM_STAGE
Stage of Complaint Closing GHR_US_STAGE_CLOSING
Step or Rate GHR_US_STEP
Submission Reason GHR_US_SUBMISSION_REASON
Supervisory Diff Eligibility GHR_US_SUPV_DIFF_ELIG
Supervisory Status GHR_US_SUPERVISORY_STATUS
Temps Total Cost GHR_US_TEMPS_TOTAL_COST
Tenure GHR_US_TENURE
Tenure Group for RIF GHR_US_TENURE_GROUP
Tenure Sub Group for RIF (Veteran's Preferance) GHR_US_VETERANS_PREF_SUB_GROUP
Timekeeper GHR_US_TIMEKEEPER
Trainee Promotion ID GHR_US_TRAINEE_PROMOTION_ID
Training Program ID GHR_US_TRAINING_PROGRAM_ID
Transmission Identification for NFC GHR_NFC_TRANSMISSION_ID
TSP Status GHR_US_TSP_STATUS
Type Employee Supervised GHR_US_TYPE_EMP_SUPERVISED
Type of Complaint Cost GHR_US_COST_TYPE
Type of Complaint Official GHR_US_EEO_OFFICIAL
Type of Employment GHR_US_TYPE_EMPLOYMENT
Type of Individual Incurring C GHR_US_TYPE_INDIV_INVOLVED
Type of Occupational Cert GHR_US_TYPE_OCC_CERT
Type of School GHR_US_TYPE_OF_SCHOOL
Type of Sec Investigation GHR_US_TYPE_SEC_INVESTIGATN
Uniform Service Component GHR_US_UNIFRM_SRVC_COMPONT
Uniform Service Designation GHR_US_UNIFRM_SRVC_DESGNATN
Unit GHR_US_UNIT
User Identification for NFC GHR_US_USER_ID
Veterans Preference GHR_US_VETERANS_PREF
Veterans Preference for RIF GHR_US_VETERANS_PREF_FOR_RIF
Veterans Status GHR_US_VET_STATUS
Within Grade Increase Status GHR_US_WGI_STATUS
Work Schedule GHR_US_WORK_SCHEDULE
Year Degree / Cert Attained GHR_US_YEAR_DEGREE_ATTAINED

Adding Lookup Types and Values

Lookups supply many of the list of values in Oracle HRMS and lookup values are the valid entries that appear in the list of values. They make choosing information quick and easy, and they ensure that users enter only valid data into Oracle HRMS.

Some Lookup Types have been predefined. You only need to define values for these types.

To create a new lookup type, add values to an existing lookup type, or prevent existing values from appearing in a lookup type, use the Application Utilities Lookups window.

Note: You must log out and log in again to see the effect of your changes.

Defining Lookup Types

You can create your own lookup types to provide lists of values, for example to validate element entries.

To define a new lookup type and lookup values

  1. Choose the access level for the lookup type.

  2. Enter the lookup type.

  3. Enter the user name of the lookup. This is the name that users will see from within the application.

    Note: For US Federal users: Do not prefix EIT definitions with GHR_US. This prefix is reserved for the predelivered US Federal definitions.

  4. Select the application in which the lookup will be used.

  5. Optionally, add a description of the lookup type.

  6. If you want to add lookup values specific to the security group/business group linked to your current responsibility, un-check the Global Security Group check box. Existing lookup values are available to all business groups.

    Important: The Global Security Group check box only displays if you are using Security Group Enabled Security with a non-default security group. If you use Standard HRMS security, or the default (Standard) security group in Security Group Enabled Security, all lookup types are global.

    See: Categorizing Information By Security Groups, Oracle HRMS Configuring, Reporting, and System Administration Guide

  7. Enter the code, meaning and optionally a description for each value. Leave the Tag column blank.

    If you do not enter a start date, the new lookup is valid immediately. If you do not enter an end date, the new lookup is valid indefinitely.

  8. Save your work.

Defining Lookup Values

To add lookup values to an existing lookup type

  1. Query the lookup type to which you want to add a value.

    You cannot add values if the access level is System.

  2. If you want to add lookup values specific to the security group/business group linked to your current responsibility, un-check the Global Security Group check box. Existing lookup values are available to all business groups.

    Important: The Global Security Group check box only displays if you are using Security Group Enabled Security with a non-default security group. If you use Standard HRMS security, or the default (Standard) security group in Security Group Enabled Security, all lookup types are global.

  3. Enter the code, meaning and optionally a description for each value. Leave the Tag column blank.

    Caution: Do not change or remove any legislation codes that are shown in the Tag column for existing lookup values. This may have implications elsewhere in your HRMS system.

    If you do not enter a start date, the new lookup is valid immediately. If you do not enter an end date, the new lookup is valid indefinitely.

  4. Save your work.

Removing Lookup Values

You can only remove lookup values if they are set up for a specific security group. However, you can stop all lookups appearing in lists of values.

Note: You must be using Security Group Enabled security to categorize lookups by security groups. See: Categorizing Information By Security Groups, Oracle HRMS Configuring, Reporting, and System Administration Guide

To remove a user defined lookup

In the Application Utilities Lookups window, do one of the following:

If you add, disable, or change the meaning of a lookup, users must log out and log back in again for your changes to take effect.

To remove a lookup set up for a security group

  1. In the Application Utilities Lookups window, select the lookup type which has lookups for a specific security group.

  2. Check the Global Security Group check box.

    This removes all lookups which have been set up for the security group linked to your current responsibility. Predefined lookups are not removed.

    If you add, disable, or change the meaning of a lookup, users must log out and log back in again for your changes to take effect.

Document Categories and Types

Overview of Document Categories and Types

The Documents of Record functionality enables you to create and maintain documents, such as medical certificates, visas, and licenses, in Oracle HRMS. These documents belong to document categories (for example, visa information), subcategories (for example, work visa or business visa), and types (for example, US H1, US H2). The following table provides additional examples:

Examples of Document Categories, Subcategories, and Types
Document Category Document Subcategory Document Type
Absence Information Sickness Doctor Certificate
  Maternity Hospital Certificate
Personal Information General Birth Certificate
  General Driver's License
Educational Information Degree Certificate Bachelor of Science
  Degree Certificate Master of Science

Oracle provides some standard document types. However you can also create your own document categories, subcategories, and types to suit the particular requirements of your enterprise.

See: Creating Document Categories, Subcategories, and Types

See also: Documents of Record, Oracle SSHR Deploy Self-Service Capability Guide for information on using the Documents of Record function in SSHR.

Creating Document Categories, Subcategories, and Types

Although Oracle provides several document categories, subcategories, and types for use with the Documents of Record functionality, you may need to create new objects to match your specific business requirements. Use the following process to create these objects.

  1. To create a new document category, use the Application Utilities Lookups window and the DOCUMENT_CATEGORY lookup type. Enter the name of the new document category in the lookup code region, for example, Professional Information.

    See: Adding Lookup Types and Values

  2. To create a new document subcategory, use the User Types and Statuses window:

    1. Query the DOCUMENT_CATEGORY lookup in the Name field.

    2. Enter the document category, for example, Professional Information, in the System Type column.

    3. Enter the required subcategories in the Code column, for example, Diploma, Certificate, Award.

    See: Creating User Types and Statuses

  3. To create new document types, run the Register Document Types (EITs) process.

    See: Running the Register Document Types Process

  4. When you have created your document types, you must associate them with a responsibility in the Information Types Security window (in the same way as you associate Extra Information Types with a responsibility).

    See: Setting Up Extra Information Types for a Responsibility

    For more information on document categories and types, see: Overview of Document Categories and Types

Running the Register Document Types (EITs) Process

Use this process to create new document types for the Documents of Record functionality.

See: Overview of Document Categories and Types

Run this process from the Submit Requests window.

To run the Register Document Types (EITs) process

  1. In the Name field, select Register Document Types (EITs).

    The Parameters window appears.

  2. In the Document Type field, enter a unique name for the new document type.

    Note: When the process runs, the application creates an internal name for the document type. The internal name is the same as the document type name and does not change, even if you subsequently change the document type name, for example, for translation. The internal name is used as the flexfield context.

  3. In the Multiple Rows field, specify whether multiple occurrences of the same document type can exist. For example, for a birth certificate, the value would be No.

  4. Select the country to which the document is applicable. You can leave the Country Code field blank to create a globally applicable document, for example, a passport document.

  5. Enter the Category Code (mandatory) and Sub Category Code (optional).

    See: Overview of Document Categories and Types

  6. Specify whether authorization is required for the new document type.

  7. Click Submit.

User Types and Statuses

User Types and Statuses Window

The User Types and Statuses window enables you to extend certain delivered Oracle lookups to meet additional system requirements by creating user types and statuses for these lookups.

Note: If you wish to use user types or statuses, you must modify your program code to point to enable user types or statuses for the relevant fields. However, Oracle recommends that you only use the User Types and Statuses form as described in the examples below.

You can define user types for specific business groups if required. If you do not define specify a business group, your user types and statuses will be available in all business groups.

Using the User Types and Statuses Window

You would like to categorize the white collar workers in the organization according to their function. However, the delivered Employee Category lookup type contains only one value for white-collar worker. To further extend the possible values of this lookup, you can create the following additional user values for the WHITE_COLLAR lookup of the EMPLOYEE_CATG lookup type:

For more information on lookups in general, see: Lookups, Oracle HRMS Configuring, Reporting, and System Administration Guide

Specific Applications of the User Types and Statuses Window

There are additional help topics available which illustrate specific uses of the User Types and Statuses window:

Some Oracle localizations also use the User Types and Statuses window. For example, Oracle HRMS for France uses the User Types and Statuses window to create additional information for contacts and collective agreements.

For more information on these applications, please see the following documentation:

Note: Please note that the above examples are specific to the French localization of Oracle HRMS and you should only use the User Types and Statuses window as described in the examples above.

Creating User Types and Statuses

You use the User Types and Statuses window to create user types and statuses for delivered standard lookups.

  1. In the Name field, select the lookup type. For example, select the EMPLOYEE_CATG lookup.

  2. If applicable, select a business group. If you do not specify a business group, the user type or status will be available globally.

  3. In the System Type field, select the lookup value that you wish to extend. For example, select the White Collar system type.

  4. Enter a description of the new user type or status. For example, enter Office Clerk as a description.

  5. Enter a code for the new user type or status.

  6. Enter Further Information as required. Depending on the lookup type or localization, you may have the option of entering additional data, such as marking a contract status for inclusion in reports, working hours, or hierarchy type.

  7. Save your work.

    You can enter additional values for each user type or status if required. For example, you may choose to create a further type or status for the White Collar lookup value such as Office Manager.

Alerts

Oracle HRMS Predefined Alerts

Use the Oracle HRMS Alerts to help you manage your enterprise and workforce more efficiently. Use the predefined alerts to inform, remind and confirm to you information on your personal details, your subordinate workforce and your organizations. For example, you could run HRMS Alert - New Hire Details Missing to ensure that you have all of the correct information for any newly hired employees.

See the Oracle Alert's User Guide for information on using and setting up the alerts.

The recipient of the alert is the person who meets the alert's requirements, usually a supervisor with a subordinate workforce. The recipient is sometimes required to perform an action based on the alert's email message, for example, if a piece of information is incorrect or missing and needs updating.

Configurable Options

Each of the HRMS alerts has been designed as a periodic alert with a set of predefined and configurable conditions. To view the configurable conditions and their descriptions, query the desired alert in the Alerts window. You can configure the conditions and determine how often you need the alerts run to suit your organizational needs. The alerts will check your database for these conditions according to the frequency you define.

See: Conditions of the HRMS Alerts

The table below describes each predefined alert with its specific business benefit, recommended frequency and any further information of when the alert sends an email notification to the recipient. An email will only be sent if the recipient meets the alert's requirements, the fixed and configurable conditions, and has a correctly formatted email address.

Warning: Oracle HRMS only supports the default select statement in the Alerts window if it is unchanged.

Period Conditions

For alerts that are based on events, for example a new hire or a termination, you can use the following configurable conditions to control whether your alerts report on a specific day or over a range of days:

For a future event, a new hire that is due to start work, you can use the HRMS Alert - New Hires (not yet started) to find out how many new hires are about to start work and when. For example, if the current date is 01-AUG-2003, and you set the value in the PERIOD_EVT_IN_X_DAYS condition to 14, the alert will return a list of new hires that are due to start on the 15-AUG-2003. If you set the frequency of this alert to run daily, it will run everyday from the 15-AUG-2003 and will send an email notification if it finds any new hires.

If you want the alert to return a list of new hires before the 15-AUG-2003, for example you have set the alert to run as above and you need to find out if any new hires are due to start between the 07-AUG-2003 and the 15-AUG-2003, you can set the value in the PERIOD_RERUN_EVENT_DAYS condition to 8. The alert will run in the period between the value set in the PERIOD_EVT_IN_X_DAYS condition and the value set in the PERIOD_RERUN_EVENT_DAYS condition, therefore an email notification will be sent if the alert finds any new hires that are due to start between the 07-AUG-2003 and 15-AUG-2003.

For a past event, an employee who has recently started employment, you can use the HRMS Alert - New Hire Details Missing to find out if they have any important information missing from their records. For example, if the current date is 28-DEC-2002, and you set the value in the PERIOD_EVT_IN_X_DAYS condition to 10, the alert will return a list of newly hired employees with missing information that started work on the 18-DEC-2002. If you set the frequency of this alert to run daily, it will run everyday from the 18-DEC-2002 and will send an email notification if it finds any newly hired employees with missing details.

If you also want the alert to return a list of newly hired employees that started before the 18-DEC-2002, for example you need to find out if any new employees started between the 14-DEC-2002 and the 18-DEC-2002, you can set the value in the PERIOD_RERUN_EVENT_DAYS condition to 4. The alert will run in the period between the value set in the PERIOD_EVT_IN_X_DAYS condition and the value set in the PERIOD_RERUN_EVENT_DAYS condition, therefore an email notification will be sent if the alert finds any newly hired employees with information missing from their records between the 14-DEC-2002 and the 18-DEC-2002.

Predefined Alerts Table

Alert Name and Description Recommended Frequency Business Benefits Further Information
HRMS Alert - Active Direct Reports - this alert returns a list of subordinates and their assignment details. Monthly Use this alert to ensure that the information on your workforce is correct. This alert sends an email only if it identifies active employees and contingent workers with current assignments.
HRMS Alert - Cost Center Listing by Manager - this alert returns a list of cost centers managed by the recipient and the recipient's subordinates. Monthly Use this alert to ensure that the list of cost centers that you and your subordinates manage is accurate. This alert sends an email only if it identifies organizations that are currently classified as company cost centers to a current cost center manager, who is either an employee or contingent worker.
HRMS Alert - Ended Cost Center Listing by Manager - this alert returns a list of end-dated cost centers managed by the recipient and the recipient's subordinates. Monthly Use this alert to inform you of any cost centers that have been end-dated that you or your subordinates manage. You can then use this information to update your records. This alert sends an email only if it identifies organizations that are classified as company cost centers, and that have been end-dated before the current date to a current cost center manager, who is either an employee or contingent worker.
HRMS Alert - New Hires (not yet started) - this alert returns a list of new members of the workforce that are due to start work. Daily Use this alert as a confirmation that new members of your workforce have been entered into the Oracle HRMS application, and as a reminder of their start date. This alert sends an email only if it identifies employees or contingent workers who are due to start between the current date, and the number of days ahead, which you indicate in the PERIOD_EVT_IN_X_DAYS condition and the number of days before that, which you indicate in the PERIOD_RERUN_EVENT_DAYS condition.
HRMS Alert - New Hire Details Missing - this alert returns a list of missing information for newly hired employees, such as salary basis and bank details. Daily Use this alert to inform you of any important information that is missing from a newly hired employee's record, and to ensure that the information is updated. This alert sends an email only if it identifies current employee or contingent worker assignments that started between the current date, and the number of days previous, which you indicate in the PERIOD_EVT_IN_X_DAYS condition, and the number of days before that, which you indicate in the PERIOD_RERUN_EVENT_DAYS condition.
HRMS Alert - Ending Probationary Period - this alert returns a list of the recipient's subordinates that are near the end of a review or probation period. Daily Use this alert to remind you when a member of your workforce is nearing the end of an employment review or probation period. This alert sends an email only if it identifies current employee assignments that have probation periods that are due to end between the current date, and the number of days ahead, which you indicate in the PERIOD_EVT_IN_X_DAYS condition, and the number of days before that, which you indicate in the PERIOD_RERUN_EVENT_DAYS condition.
HRMS Alert - Performance Appraisal Due - this alert returns a list of the recipient's subordinates that require appraisals. Daily Use this alert to remind you when a member of your workforce is due an appraisal. This alert sends an email only if it identifies active employees that have an appraisal due between the current date, and the number of days ahead, which you indicate in the PERIOD_EVT_IN_X_DAYS condition, and the number of days before that, which you indicate in the PERIOD_RERUN_EVENT_DAYS condition. The alert will not be sent if an appraisal of the same appraisal type has already occurred.
HRMS Alert - Performance Appraisal Passed Due - this alert returns a list of the recipient's subordinates that have appraisals outstanding. Daily Use this alert to remind you when a member of your workforce is overdue an appraisal. This alert sends an email only if it identifies active employees that were due an appraisal from the current date, and the number of days previous, which you indicate in the PERIOD_EVT_IN_X_DAYS condition and the number of days before that, which you indicate in the PERIOD_RERUN_EVENT_DAYS condition. The alert will not be sent if an appraisal of the same appraisal type has already occurred.
HRMS Alert - Overlapping Position Incumbency - this alert returns a list of the recipient's subordinates that are in positions where there is an unacceptable position incumbency overlap due to occur. Daily Use this alert to warn you when members of your workforce are in positions where there is an unacceptable position incumbency due to occur. You can then use this information to correct or update your records. This alert sends an email only if it identifies employee assignments that occupy the same position, that has a maximum headcount of one and the maximum overlap duration (for that position) is due to end between the current date, and the number of days ahead, which you indicate in the PERIOD_EVT_IN_X_DAYS condition and the number of days before that, which you indicate in the PERIOD_RERUN_EVENT_DAYS condition. The alert will not include a position if it has two or more assignments assigned to it.
HRMS Alert - People Terminating in the Next Week - this alert returns a list of the recipient's terminating workforce one week before they leave. Daily Use this alert to remind you to perform any termination procedures and collect any company assets. This alert sends an email only if it identifies an employee's or contingent worker's period of service or placement is due to end between the current date, and the number of days ahead, which you indicate in the PERIOD_EVT_IN_X_DAYS condition, and the number of days before that, which you indicate in the PERIOD_RERUN_EVENT_DAYS condition.
HRMS Alert - People Returning from Leave of Absence - this alert returns a list of subordinates to the supervisor who are due to return from a suspended assignment. Daily Use this alert to inform you of your subordinate's return date. This alert sends an email if it identifies active employee assignments that have a current status of Suspended and a future dated assignment change between the current date, and the number of days ahead, which you indicate in the PERIOD_EVT_IN_X_DAYS condition, and the number of days before that, which you indicate in the PERIOD_RERUN_EVENT_DAYS condition with an assignment status of active.
HRMS Alert - Open Vacancies Listing - this alert returns a list of outstanding vacancies that are assigned to the recipient. None Use this alert to provide you with a list of outstanding vacancies that are assigned to you and require an action. This alert sends an email only if it identifies active vacancies.
HRMS Alert - Personal Details Review - this alert returns details of the recipient's important personal information. Bi-annually Use this alert to review your important personal information to ensure it is correct. This alert sends an email if it identifies active employee and contingent worker primary assignments.
HRMS Alert - People Without a Supervisor - this alert returns a list (to a nominated user) of all current employees and contingent workers that do not have a supervisor. Monthly Use this alert to ensure that all workers are assigned to a supervisor. This alert sends an email only if it identifies active assignments without a direct or valid supervisor.
HRMS Alert - Payroll Run Completed - this alert returns a confirmation (to a nominated user) of the latest successful payroll run Daily Use this alert to confirm a successful payroll run. This alert sends an email only if it identifies payroll actions that have a status of complete between the current date, and the number of days previous, which you indicate in the PERIOD_EVT_IN_X_DAYS condition, and the number of days before that, which you indicate in the PERIOD_RERUN_EVENT_DAYS condition.
HRMS Alert - People Without Email Addresses - this alert returns a list of the recipient's subordinates that do not have an email address. Monthly Use this alert to inform you of any subordinates that do not have a valid email address. Use this information to update your records. This alert sends an email only if it identifies active employee and contingent worker primary assignments that do not have an email address or have an incorrectly formatted email address.
HRMS Alert - Training Attendance Reminder - this alert returns a list of training events that the recipient or their subordinates are due to attend or have attended. Daily Use this alert to remind you of any training events that you or your subordinates are due to attend or to inform you of any training events that you or your subordinates have attended. This alert sends an email only if it identifies active employee or contingent worker delegate assignments that are due to attend a training event or have previously attended a training event between the days you indicate in the PERIOD_EVT_IN_X_DAYS condition, and the number of days before that, which you indicate in the PERIOD_RERUN_EVENT_DAYS condition. A training event will only be included if it is not a development event and if it has not been cancelled.
HRMS Alert - Workers Competencies Expiring - this alert returns a list of competencies that the recipient and their subordinates have that are due to expire. Daily Use this alert to remind you of any competencies that you or your subordinates have that are due to expire. This alert sends an email only if it identifies active employees or contingent workers that have competencies that are due to expire between the current date, and the number of days ahead, which you indicate in the PERIOD_EVT_IN_X_DAYS condition, and the number of days before that, which you indicate in the PERIOD_RERUN_EVENT_DAYS condition. An email will not be sent if the competence is due to restart the day after it expires.

Using the Alerts

For information on using the alerts see the Oracle Alert's User Guide.

For an example of how to use a HRMS alert, see: Example of Setting up a HRMS Alert.

For information on the configurable conditions for the alerts, see: Conditions of the HRMS Alerts.

Conditions of the HRMS Alerts

The conditions of the alerts enable you to control the content of the alert and who receives them. Each alert provides you with a number of configurable options that you can configure to provide email notifications to best suit your organizational needs. For example, if you want to send the HRMS Alert - Training Attendance Reminder to the supervisor of an employee that is due to attend a training course, you can set the value of the SEND_TO_ASG_SPVSR condition to Y. When the alert is run, an email notification is sent to the supervisor regarding the training event.

The table below describes each condition and its default value.

The HRMS Alerts Conditions Table

Condition Default Values Description
ALERT_BANK_DETAILS Y If set to Y an alert will be raised when bank details have not been set for a new hire.
ALERT_GRADE_PLACEMENT_MISSING N If set to Y an alert will be raised when grade placements have not been set for a new hire.
ALERT_PAY_METHOD_MISSING Y If set to Y an alert will be raised when the pay method has not been set for a new hire.
ALERT_PAYROLL_MISSING Y If set to Y an alert will be raised when the payroll has not been set for a new hire.
ALERT_SALARY_BASIS_MISSING Y If set to Y an alert will be raised when the salary basis has not been set for a new hire.
ALERT_SALARY_MISSING Y If set to Y an alert will be raised if the salary information is missing for a new hire.
ALERT_SUPERVISOR_MISSING N If set to Y an alert will be raised when a new hire does not have a supervisor.
DISPLAY_SALARY_AMOUNT N If set to Y the actual salary amount displays on the alert.
EXCLUDE_CEO Blank If set to an employee number, that employee will be excluded from the alert, if blank then all employees will be considered within the scope of the alert.
INCLUDE_ALL_NEW_STARTS N If set to Y an alert will be raised for all new hires regardless of whether they have missing details or not.
INCLUDE_BUSINESS_GROUP Blank Restricts the alert to a named business group. If not set, all business groups will display.
INCLUDE_CONT_FLAG N Includes contingent workers within the scope of the alert.
INCLUDE_EMP_FLAG Y Includes employees in the scope of the alert.
INCLUDE_ORGANIZATION Blank Restricts the alert to a named organization. If not set, all organizations will display.
INCLUDE_SECONDARY_ASG N If set to Y an alert will include information for a secondary assignment.
PERIOD_EVT_IN_X_DAYS 7 Set the alert to X number of days before or after an event.
PERIOD_RERUN_EVENT_DAYS 0 Allows a rerun of the alert and provides an additional configuration option to run the alert for a period of time rather than a single day.
*SEND_TO_ASG_PSN Y Send alert to the person (with an assignment) who is the subject of the alert.
*SEND_TO_ASG_SPVSR Y Send alert to the supervisor of the person (with an assignment) who is the subject of the alert.
*SEND_TO_NAMED_USER N Send a copy of the alert to the specified email address.
*SEND_TO_PASG_SPVSR N Send alert to the primary assignment supervisor of the person who is the subject of the alert.
*SEND_TO_PSN Y Send alert to the person who is the subject of the alert.
*SEND_TO_SUP_PSN N Send alert to the supervisor of the person who is the subject of the alert.

Warning: If you set more than one of the *Send_To condition values to Y, the recipient of the alert may receive duplicate information in the alert notification.

Example of Setting up a HRMS Alert

This topic is an example of the steps you perform to set up the HRMS Alert - Cost Center Listing by Manager.

To set up the HRMS Alert - Cost Center Listing by Manager

  1. Query the HRMS Alert - Cost Center Listing by Manager in the Alerts window.

  2. Choose Tools in the menu, and select the Transfer Alert option to copy the alert.

    See: Transferring Alert Definitions in the Oracle Alert's User Guide for more information on copying an alert.

  3. Ensure you rename the alert and choose the same database in the Destination Alert region of the Transfer Alert Definition window.

    Note: It is important to rename your alerts and to save them to the same database. This ensures that any changes you make to the alert are specific to your alert and not the predefined alert.

  4. Choose the Transfer button, close the Transfer Alert Definitions window and query your copied alert.

  5. Check the Enabled button to enable your alert.

    You can check your periodic alerts regardless of the frequency you define. See: Checking a Periodic Alert in the Oracle Alert's User Guide for information on checking your periodic alerts and their enabled action sets.

  6. Set the frequency to On Day of the Month and enter 1 as the day number for the alert to run on the first day of every month.

    See: Creating a Periodic Alert in the Oracle Alert's User Guide for more information on setting up the frequency.

  7. Choose the Action Details button to set up the conditions of the alert. The conditions you set up here specify the scope of the alert.

    See: Specifying the Alert Details in the Oracle Alert's User Guide for more information.

  8. Enter the business group name in the Value field for the INCLUDE_BUSINESS_GROUP optional condition for which you want the alert to run.

    Warning: You must enter a valid value for the alert to run successfully. For example, if you enter an invalid business group name, the alert will not find any information and an email notification will not be sent.

  9. Change the INCLUDE_CONT_FLAG condition to Y in the Value field to include contingent workers in the scope of the alert.

    Warning: The Value field is case sensitive, you must ensure that you enter the value as uppercase.

  10. Leave the INCLUDE_ORGANIZATION condition blank in the Value field, as this example wants the alert to include all organizations within the business group in the scope of the alert.

    Note: You can restrict this condition to a specific organization if you enter an organization name.

  11. Leave all other conditions with their default values.

    As an additional verification step, you can set the conditions up in the Alert Details window with the same values as in the Action Details window, to test your alert to find out if it returns the number of rows you expect. You use the Run button to test and verify your alert.

    See: Creating a Periodic Alert in the Oracle Alert's User Guide for more information on verifying your alerts.

    This alert now runs on the first day of every month, and sends an email notification to employees and contingent workers if it identifies them as current company cost center managers within the specified business group.

Custom Library Events and APIs

CUSTOM Library Events

Generic Events

An event is a point within the processing of a form at which you can call custom code from the CUSTOM library. For example, you can use the event WHEN-FORM-NAVIGATE to code a sequence of logic that occurs after any existing logic for the form, block or item. WHEN-FORM-NAVIGATE is an example of a generic event available to all the windows in Oracle Applications. For a complete list of generic events see: Events Passed to the CUSTOM Library, Oracle Applications Developer's Guide.

Product-Specific Events

In addition to generic events, Oracle HRMS provides a range of product-specific events that you can use to make CUSTOM library calls to support your business rules. The product-specific events for HRMS are available for most HRMS windows. The following table details the purpose of each event and shows when the events occur.

Event Name Purpose When Occurs
     
WHEN-CREATE-RECORD Enables you to specify values that will appear by default when you create a new record. After the form has processed.
POST-QUERY Enables you to add additional derivation or validation on completion of a query. After the form has processed.
KEY-DELREC Enables you to add an extra level of validation before users are allowed to delete a record from the database. Immediately before the user is asked to confirm the deletion of the record.
PRE-UPDATE, PRE-INSERT and PRE-DELETE Enables you to add additional validation before the update, insert or delete action is performed. After any data validation.
Before DateTrack manupulation if the block contains DateTrack features.
POST-INSERT, POST-UPDATE and POST-DELETE Enables you to add additional insert, update, or delete actions to user tables.
We do not recommend using these events for validation.
After the form has processed.
POST-FORMS-COMMIT Enables you to specify an action to occur as the last action in a sequence of commit actions. After the form has processed.
WHEN-BUTTON-PRESSED Enables you to perform custom validation before a button action is performed. After any data validation.
Before any action (for example, display new window) has been performed.
DT_CALL_HISTORY Enables you to change which database view is used by DateTrack History. After the user has requested to use DateTrack History and the form has derived the standard details. Before the DateTrack History window is visible.
DT_SELECT_MODE Enables you to restrict the DateTrack modes that a user can select. After the form has derived which DateTrack modes are available but before the mode selection window is visible.
NAVIGATE Enables you to supplement the validation that takes place when the user selects a task flow navigation option. The following field values are set for the duration of this event:
CTL_GLOBALS.DESTINATION_FORM
CTL_GLOBALS.DESTINATION_BLOCK
After the user selects a task flow navigation option but before the new window opens.

Publicly Callable Business Process APIs in Oracle HRMS

Application Programmatic Interfaces (APIs) are a logical grouping of all external process routines. The Oracle HRMS API strategy delivers a set of PL/SQL packages procedures and functions that provide an open interface to the database.

Oracle® Integration Repository, an integral part of Oracle E-Business Suite, is a compilation of information about the numerous interface endpoints exposed by Oracle applications. The full list of public APIs and the purpose of each API is available in the integration repository. See: Oracle Integration Repository Overview, Oracle Integration Repository User Guide

For information on how to access and use Oracle Integration Repository, see: Accessing Oracle Integration Repository, Oracle Integration Repository User Guide

For information on how to call APIs, see the technical essay APIs in Oracle HRMS, Oracle HRMS Implementation Guide

APIs Available for HR Foundation Users

Application Programmatic Interfaces (APIs) are a logical grouping of all external process routines. The Oracle HRMS API strategy delivers a set of PL/SQL packages procedures and functions that provide an open interface to the database.

Oracle® Integration Repository, an integral part of Oracle E-Business Suite, is a compilation of information about the numerous interface endpoints exposed by Oracle applications. The full list of public APIs and the purpose of each API is available in the integration repository. See: Oracle Integration Repository Overview, Oracle Integration Repository User Guide

HR Foundation users can only use restricted parameters in some APIs. The integration repository provides information on the restricted parameters. For information on how to access and use Oracle Integration Repository, see: Accessing Oracle Integration Repository, Oracle Integration Repository User Guide

For information on how to call APIs, see the technical essay APIs in Oracle HRMS, Oracle HRMS Implementation Guide

Providing Alternate Pay Dates

You specify pay dates (check dates) when you define your payroll. The default pay date is the day on which the pay period ends. If your agency issues its checks later than the pay period, you can enter an offset, the number of days that elapse between the end of the pay period and your pay date. For previously defined payrolls, you can change the pay dates you maintain in Oracle HRMS by running the Check Date Setup process.

See: Defining Pay Dates, Oracle HRMS Compensation and Benefits Management Guide

If you do not use the Oracle HRMS Payroll window to maintain your pay period dates and pay dates, you can have the application call a user hook GHR_AGENCY_GENERAL to return the pay dates from your code.

The following table includes the information that the application supplies.

User Hook information Values
File name GHR_AGENCY_GENERAL
Package name ghagngen.pkg
Function names get_agency_check_date
get_agency_last_check_date
Input Parameters Person_id, Assignment_id, Effective_Date, Payroll_id

The effective date is the pay period end date. Your code returns the pay date for that pay period. For example, for a pay period running from November 1 to November 15, the application uses November 15 as the effective date. If you maintain a pay date offset of four days, your code returns a pay date of November 19.

The user hook includes two functions:

Info Online Links to Information Provider Websites

Info Online Links to Information Provider Web Sites

Info Online is a generic framework to integrate Oracle Applications with partner applications. Info Online enables users to access information from third-party providers and integrations. Once the links have been enabled, users can access an information provider web site directly from a button or link on an Oracle HRMS window or self-service web page. Depending on the level of configuration available, the link can lead directly to a page relevant to the window or even the record on which the user is working.

For example, someone entering tax information might access a web site providing up-to-date information on tax regulations, or an administrator looking at benefit details for an employee could open a web page providing documentation for that employee's benefit plan.

Note: Info Online was previously known as the Knowledge Integrator.

See: Accessing Information Provider Web Sites

See: Integration between Oracle HRMS Products and Information Providers

Accessing Information Provider Web Sites

Oracle HRMS supports two versions of Info Online. The HR: KI Framework Version profile option value identifies the Info Online version.

Info Online Version 1

If the system administrator sets the profile to Version 1, users can access:

Info Online Version 2

If the system administrator sets the profile to Version 2, users can access:

Accessing Information Providers from Oracle HRMS Interface

Info Online Button on Oracle HRMS Windows

Once the system administrator enables the links between Oracle HRMS and the information provider pages, users access information provider web sites from the user interface by clicking the Info Online button on the Oracle HRMS toolbar, or by selecting Tools > Info Online from the menu (Shift+Control+F7). This button is enabled in windows for which information provider links have been configured and enabled.

Note: Shift+Control+F7 is the key sequence currently mapped to Function 7. Choose Help -> Keyboard on the menu to determine the actual key combination. The Oracle Forms Deployment Guide explains how to change this key assignment in the Oracle Terminal resource file fmrweb.res.

Clicking the Info Online button first opens a list of values, displaying a list of links to any information provider web sites that are enabled for the current window. When the user selects a value from the list, a browser window opens at the appropriate page.

If the user chooses the Info Online button from a window for which no links to information provider web sites are enabled, no list of values appears.

Users can control the behavior of the Info Online button using the Open in New Window option on the Tools menu. When this option is checked, each new search opens in a new browser window. This option allows users to compare results from different queries side by side, but the windows remain open until the user specifically closes them. When this option is unchecked, the page appears in the last browser window opened.

Info Online Content Container on the Oracle HRMS Products' Pages

Users access information provider web sites from the self-service web pages either through links on Benefits pages or through the Info Online content container. The list of applicable topics and providers appear alphabetically in the content container. See: Info Online Content Container

Integration between Oracle HRMS Products and Information Providers

Information Providers

Integration is available between Oracle HRMS and the following information providers:

My Oracle Support

My Oracle Support web site provides access to the latest product information, discussion forums, bug fixes, and patch information for Oracle HRMS, as well as enabling users to contact Oracle Support. Integration is available for all Oracle HRMS windows in the user interface in KI Framework Version 1 and for self-service web pages which include the content container in KI Framework Version 2. This integration is available for all legislations.

See My Oracle Support Note 229585.1 for details of how to set up links from Oracle HRMS to My Oracle Support pages.

Authoria HR

Integration is available between a number of Oracle Advanced Benefits windows and self-service pages and the third-party product Authoria HR in KI Framework Version 1. This integration is available for UK and US legislations. See: Links to Authoria HR, Oracle HRMS Configuring, Reporting, and System Administration Guide

Also see My Oracle Support Note 215637.1 for details of how to set up links from Oracle HRMS to Authoria HR pages.

RIA PCP on Checkpoint

Integration is available between Oracle HRMS US tax windows and third-party information provider RIA's Payroll Compliance Pro on Checkpoint in KI Framework Version 1. This integration is available for US legislations.

See My Oracle Support Note 148468.1 for further details of how to set up links from Oracle HRMS to RIA PCP on Checkpoint.

Transcentive

Integration is available between Oracle HRMS windows and Transcentive, a third-party compensation management solutions provider, in KI Framework Version 2. This integration is available for all legislations.

See My Oracle Support Note 294453.1 for further details of how to set up links from Oracle HRMS to Transcentive.

iLearning

Oracle iLearning is an enterprise learning management system that prescribes, delivers and tracks learning, and monitors and manages the learning process. Integration is available between the Rapid Implementation Workbench web pages and Oracle iLearning in KI Framework Version 2.

See My Oracle Support Note 294453.1 for further details of how to set up links from the Rapid Implementation Workbench web pages to Oracle iLearning.

Enwisen

Integration is available between Oracle HRMS products and Enwisen, a third-party information provider.

See: Info Online Links to Enwisen from Oracle iRecruitment Pages, Oracle iRecruitment Implementation and User Guide

See: Info Online Links to Enwisen from Oracle Performance Management Pages, Oracle Performance Management Implementation and User Guide

See: Info Online Links to Enwisen from Oracle SSHR Pages, Oracle Self-Service Human Resources Deploy Self-Service Capability Guide

See: Info Online Links to Enwisen from Oracle Time and Labor Pages, Oracle Time and Labor Implementation and User Guide

See: Configuring Links between HRMS Products and Enwisen, Oracle HRMS Configuring, Reporting, and System Administration Guide

See: Oracle white paper Integrating Oracle Applications with Partner Applications on Oracle My Oracle Support Note 294453.1 for further details of how to set up links from Oracle HRMS to Enwisen.

Info Online Content Container

The Info Online content container is an ancillary region that appears on self-service web pages. Topics and providers appear as an alphabetical list of links in the content container.

On clicking a topic, the list of providers who provide content for the topic appears in a new web page. If only one provider exists for the selected topic, the single provider's page opens immediately.

Users can also select a provider from the list in the content container, and view a list of topics offered by that provider.

The More link appears when the number of topics or providers exceeds a predefined limit. The limit of topics or providers is set in the HR: KI Maximum Topics and Integrations profile. If no limit is set, the More link appears when the number of topics or providers exceeds 3. On clicking the More link from the topics or providers region, the complete set of topics or providers appears in a new page.

Configuring Links between Oracle HRMS Products and Information Providers

You can configure links between Oracle HRMS products and information providers to enable users to access content on information provider web sites.

Note: The information that your workforce can access on the information provider web site depends on the agreement with the information provider.

To configure links between Oracle HRMS products and information providers

  1. Setting Profiles Options

    Set the following profile options to set up links between Oracle HRMS and any information provider web sites:

    Setting the following additional profile options is optional if you are setting up links between Oracle HRMS and any information provider web sites:

    Additional required and optional profile options exist for individual information providers. See: User Profiles

  2. Configure links to information providers

    After you configure Info Online, you can access configured partners in self service pages through the Info Online content container and in forms through the Info Online icon. You can also access configured partners as a menu link.

    For more information on configuring links to information providers, see: Oracle white paper Integrating Oracle Applications with Partner Applications on My Oracle Support Note 294453.1

  3. Display the Info Online content container, if hidden by default

    The links to information providers are available in the Info Online content container on the Oracle HRMS products' pages. If the content container is hidden by default, then use the Personalization Framework functionality to display the content container on the appropriate applications pages.

Link Windows (Task Flow)

Task Flow

You can link windows used to complete tasks in a task flow. Then, you can choose a button to bring up each window in turn without returning to the menu.

The first window in the task flow defines the context of the subsequent windows. For example, if the task flow begins with the People window, all subsequent information is entered for the person you enter or query in the People window.

You can include configured windows in task flows. For example, you might create a version of the People window that handles applicants only. You could then use this window in a recruitment task flow. Or you might configure a People Management template and add task flow buttons to provide access to other windows.

Using Forms or Workflow

There are two methods you can use to create and maintain your task flows:

You can model your task flows using Oracle Workflow (version 2.0.3.8.1 or higher) then generate a task flow. This method of creating task flows has the advantage of using a diagrammer to help you design the sequence of windows.

Caution: Do not use apostrophes or "%" symbols in task flow names or task flow node names.

Sequential or Branched Structure

Task flows can follow a sequential or a branched structure, as shown in the following two figures. You can choose how many navigation options users have from each window in the task flow. You can also choose the labels that appear on the navigation buttons, and you can define access keys.

Sequential Task Flow

the picture is described in the document text

Branched Task Flow

the picture is described in the document text

Predefined Task Flows

Oracle HRMS supplies several predefined task flows that include all the windows that you can use in task flows. They are designed as a simple structure to use during implementation, not as a recommended structure for users.

Predefined task flows are translated into your base language when you install Oracle HRMS. However, if you install an additional language, you need to create new versions of your task flows in that language. You can then link these to the correct menu for the language.

When you install a new version of Oracle HRMS, any changes you have made to the standard task flows supplied by Oracle are removed.

Important: If you have made any changes to standard task flows, you will need to recreate them in each new version of the software. It is therefore recommended that if you wish to make changes to task flows, you do so by copying a standard task flow and making changes to the copy.

Transferring Task Flows Between Databases

You can transfer a task flow you have created using Forms or Workflow from one database to another; for example, to add new task flows you have created in a test database into your production database. You do this by saving the task flow from the first database to a file, then importing the file to the second database. See Transferring Task Flows.

Legislation-specific Task Flows

When installing Oracle HRMS, you can install only global task flows and task flows specific to the legislation you have installed.

Note: This does not include US- and UK-specific task flows, which are installed with all legislations.

When defining a new task flow, you must specify that the task flow is global or that it is specific to a legislation you have installed.

See Defining Task Flows

Note: Task flows created by converting from Oracle Workflow are always global.

When downloading task flows, you can download only global task flows and task flows specific to the legislation(s) you have installed.

See Transferring Task Flows Between Databases

Task Flow Windows

You can create your own task flows by referencing the windows listed in the table below, or configured versions of them. Some of these windows require the context of an assignment. This means that one of the following windows must appear above them in the task flow:

All task flows must begin with one of the following windows:

Note: If you are not using People Management templates, use the combined People and Assignment form (PERWSHRG), rather than the separate forms (PERWSEPI and PERWSEMA), to allow the Assignment window to open more quickly from the People window. We recommend that you use the combined form in any task flow that requires both windows. The predefined task flows use the combined form.

Windows You Can Use in Task Flows

Window Context Required
Absence Detail Person (employee)
Address Person
Adjust Balances (Oracle Payroll) Assignment (employee)
Agreement and Grade Results Assignment (employee)
Allocated Checklists Person (employee, applicant, or contingent worker) / Assignment
Applicant Interview Assignment (applicant)
Application Person (applicant)
Assignment Person (employee)
Assignment Budget Values Assignment
Assignments Folder None
Assignment Rates Assignment (contingent worker)
Belgian Tax Information (Belgian legislation only) Assignment (employee)
Beneficiaries (US legislation only) Element entry
Book Events Person (employee or applicant)
COBRA (US legislation only) Assignment (employee)
Communication Delivery Methods Person
Competence Profile Person
Contact Person
Contract Person
Costing Assignment (employee)
Covered Dependents (US legislation only) Element entry
Disability (global and selected legislations) Person
Documents of Record Person
Element Entries Assignment (employee)
Employee Review Assignment (employee)
Employee Tax Rules (US Oracle Payroll) Assignment (employee)
Employment Declaration (Australian legislation only) Assignment (employee)
End Placement Person (contingent worker)
External/Manual Payments (Oracle Payroll) Assignment (employee)
Extra Assignment Information Assignment (employee or applicant)
Extra Job Information Job
Extra Location Information Location
Extra Person Information Person (employee or applicant)
Extra Position Information Position
Grade Step Placement Assignment (employee)
Medical Assessment (global and selected legislations) Person
P45 (UK Oracle Payroll) Assignment (employee)
People Folder None
People None
People Management template Maintenance window None
Performance Assignment (employee)
Person Type Usage Person
Personal Payment Method Assignment (employee)
Phone Numbers Person
Picture Person
Position None
Position Occupancy Position
Previous Employment Person
Qualifications Person
QuickPay (Oracle Payroll) Assignment (employee)
Reverse Payroll Run (Oracle Payroll) Assignment (employee)
Salary Administration Assignment (employee)
Salary History Assignment (employee)
Schools and Colleges (Establishment Attendances) Person
Secondary Statuses Assignment
SOE Report (UK Oracle Payroll) Assignment (employee)
Special Information Person
Statement of Earnings (Australian and New Zealand legislations) Assignment (employee)
Statutory Details (UK Oracle Payroll) Assignment (employee)
Supplementary Roles Person
Terminate Person (employee)
Terminate Applicant Person (applicant)
View Element Entry History Assignment (employee)
View Employee Accruals (US legislation only) Assignment (employee)
View Employee Benefits (US legislation only) Assignment (employee)
View Employee Earnings & Deduction Balances (US Oracle Payroll) Assignment (employee)
View Employee Tax Balances (US Oracle Payroll) Assignment (employee)
View SOE (US Oracle Payroll) Assignment (employee)
Work Choices (Job or Position) Job or Position
Work Choices (Person) Person
Work Incident (global and selected legislations) Person

Including the Assignment Window

When users move down a task flow from the combined People and Assignment form, the Assignment window remains visible in the background. They can return to the Assignment window by closing their current window. Therefore you should not define a button to call the Assignment window.

However, if you are defining a task flow to the Assignment window from any window except the People window, you should use the Assignment form (PERWSEMA). In this case you can add an Assignment button to any forms below the Assignment window in the task flow. This enables users to return to the Assignment window without going back to the top window.

Task Flow (Oracle Workflow)

As an alternative to using forms to set up and maintain task flows, you can model your task flows using Oracle Workflow (version 2.0.3.8.1 or higher) then generate a task flow. This method of creating task flows has the advantage of using a diagrammer to help you design the sequence of windows.

Note: When you create a task flow using Oracle Workflow, you must continue to maintain it using Oracle Workflow. You cannot edit a generated task flow using the Define Task Flow form.

Oracle HRMS supplies the HR Task Flow item type and a function activity for every window that can be task flowed. You model these into a workflow process for each task flow. By setting activity attributes, you create button labels and the position of buttons on each window.

Key Rules

There are two key rules in defining task flows:

Creating Task Flows Using Forms

Complete the following steps to create task flows using forms:

  1. Define Task Flow Nodes

  2. Define Task Flows

    You can also complete these optional steps, if required:

  3. Copy an Existing Task Flow

  4. Add a New Window to an Existing Task Flow

  5. Amend the Navigation of a Task Flow

Defining Task Flow Nodes

Each form in a task flow is a node. There are predefined nodes for every form that you can include in a task flow. However, if you create a configured version of one of these forms, you must create a node for the configured version before you can include it in a task flow.

Tip: If you want to use a configured form as the first node in a task flow you should define this as a new node.

You could add both the task flow and the configured form as arguments to a single menu function but this may be more difficult to maintain.

You create nodes in the Define Task Flow Nodes window.

To create a task flow node

  1. Enter a name for the node. You select this name when you create a task flow containing the node. It is not visible to users.

    Caution: Do not use apostrophes or "%" symbols in the node name.

  2. Select the name of the form that you configured. Leave the Block field blank.

  3. Select the name of the configured version of the form that you created.

  4. Save the new node.

Defining Task Flows

You define task flows in the Define Task Flow window. If there is a similar existing task flow, you can copy it to form the basis of your new flow.

Tip: When defining the navigation buttons in your task flows:

Before you can include the task flow in a menu, you must define a new menu function for the first form in the task flow with the following argument in the Parameters field:

WORKFLOW_NAME = "task flow name"

To define a new task flow

  1. Enter a name for the task flow and save it.

    Caution: Do not use apostrophes or "%" symbols in task flow names.

    Note: Do not choose the Convert button. This is provided only for converting task flows you created in Oracle Workflow. See: Creating Task Flows Using Workflow

  2. Select a legislation for the task flow from the list of values, or leave the legislation field blank to create a global task flow.

  3. In the Node block, select the name of the node that you want to be the first form in the task flow.

  4. For this node, select the Top Node check box.

  5. Create a new record in the Node block and select another node. You must create all the nodes for the task flow before you can begin entering the navigation paths between them.

  6. In the Navigation Options region, for each node, select the other nodes to which you can navigate.

  7. Enter a sequence number to determine the order in which the navigation options appear as buttons (from left to right) along the base of the window or as options in a navigation list.

  8. Select the Button check box for the navigation options that should appear as buttons. There is a limit on the number of buttons that can appear on each form. This number varies from form to form.

    The other options are displayed in a navigation list when the user chooses a button labelled Others. Or, if there is only one other option, this form displays when the user chooses a button labelled Next.

  9. There is a default label that appears on buttons or in the navigation list for every form. You can override this with your own label.

    If the label in the Define Task Flow window appears blue, this is the default value. It is a dynamic default: if the seeded value changes (for example, as the result of an upgrade), the label will be updated automatically in all task flows where it has not been overridden.

    If the label appears black, the default value has been overridden. To re-inherit the default label, clear the field.

  10. To define an access key (or keyboard shortcut) for a navigation option, precede the appropriate letter in the label with an ampersand (&). For example, to use ALT+P (in the Microsoft Windows environment) as the access key for the Picture window, enter the label &Picture.

    Note: Do not use the following letters, as they are used on the Oracle Applications menu: A, E, F, G, H, Q, S, W.

    There is no validation to prevent the same letter being used more than once for a group of buttons.

  11. Save the task flow.

Copying an Existing Task Flow

To copy an existing task flow

  1. Query the existing flow and choose the Copy To button.

  2. Enter the name of the new task flow and choose OK.

  3. Query your new task flow and edit it as required.

Adding a New Window to an Existing Task Flow

You can use the Define Task Flow window to add a new window, using its node name, to an existing task flow. If you have already used the window in the task flow you only have to amend the navigation, see: Amending the Navigation of a Task Flow

Note: If you have created a task flow using Oracle Workflow, you must continue to maintain it using Oracle Workflow. You cannot edit a generated task flow using the Define Task Flow window.

To add a new window to an existing task flow

  1. Query the task flow you want to amend in the Name field.

  2. In the Node block, enter the window's node name.

  3. Save your changes.

    You must now include the node in the navigation path for the task flow.

  4. Select the existing node you want the new node to be accessed from in the Node block.

  5. Enter the new node`s details in the Navigation Options region and edit the existing navigation path as required. For information about how to set up the Navigation Options region refer to steps 5 to 9 in "To define a new task flow".

Amending the Navigation of a Task Flow

Use the Define Task Flow window to amend the navigation of a task flow.

To amend the navigation of a task flow

  1. Query the task flow for which you want to amend the navigation in the Name field.

  2. Select the node name in the Node block.

  3. Edit the existing navigation path in the Navigation Options region, as required. For information on the Navigation Options refer to steps 5 to 9 in To define a new task flow.

Generating a Task Flow From Oracle Workflow

After modeling a task flow in Oracle Workflow and saving it to the database, you must generate task flow definitions.

Use the Define Task Flow window from the HRMS application.

To generate a task flow from Oracle Workflow

  1. Query the task flow(s) you have created and choose the Convert button.

  2. Choose OK to convert the task flows from Oracle Workflow.

    Oracle HRMS indicates how many task flows have been successfully converted. If any task flows have not been converted, these are identified and are not saved to the database. You must correct the errors then verify, save and regenerate the task flows again.

    Note: Having modeled a task flow in Oracle Workflow, you cannot edit it using the Define Task Flow window. You must make any edits using Oracle Workflow, save it and then regenerate the task flow definitions.

Creating Task Flows Using Workflow

Complete the following steps to create task flows using Oracle Workflow:

  1. Create a Top Level Process

  2. Create Sub Processes

  3. Create Button Labels

  4. Position Button Display

    Combined People and Assignment Form Only

    If you are creating task flows using the combined People and Assignment form, you have an additional step to perform:

  5. Identify Windows or Blocks to Display

    Configured Versions of Forms Only

    If you have created a configured version of a form, you have an additional step to perform:

  6. Identify Configured Forms to Include in the Task Flow

    All Forms

  7. Verify and Save the Workflow

  8. Generate a Task Flow From Oracle Workflow

Creating a Top Level Process

You must define a top level process for each task flow. The top level process can contain sub processes, but not any other top level processes.

A top level process must have a Top Node Selector activity. This ensures that the first window in a task flow is a valid top node window. All windows that can be a top node are defined within the Top Node HRMS Context Windows lookup type.

The Top Node Selector must have two transitions. The first transition must go to the Top Node activity and its value must be the window activity name. The second transition must be <Default> and go to the end activity.

You use the Process Diagrammers within Oracle Workflow to create your task flows. You do this by adding and connecting the windows you want to appear.

To create a top level process

  1. Enter a unique internal and display name for the new process for the HR Task flow item type.

    Tip: Use a naming convention for Internal and Display names. For example, a good internal name might be POSITION_DETAILS_TL with a Display name of Position Details (Top Level).

  2. Define the process as runnable.

  3. Open the Process Diagrammer window and add one Start activity and at least one End activity.

  4. Add a Top Node Selector activity. The Start activity must connect to the Top Node Selector activity.

  5. Connect the Top Node Selector to the End activity with a <Default> transition result value.

  6. Add the Top Node window.

  7. Connect the Top Node Selector to the Top Node window, specifying the name of this window activity as the transition result value.

  8. Connect the Top Node window to the End Activity with a <Default> transition result value.

  9. Add other windows to the process, noting the following rules:

Creating Sub Processes

You can group a logical set of task flow windows into a sub process, which can then be used by several top level processes. This simplifies process modelling. Each sub process can contain other sub processes. There are two rules to note regarding sub processes:

To create sub processes

  1. Enter a unique internal and display name for the new process for the HR Task flow item type.

    Tip: Use a naming convention for Internal and Display names. For example, a good Internal name might be ASSIGNMENT_DETAILS_SL with a Display name of Assignment Details (Sub Level)

  2. Define the process as NOT runnable.

  3. Specify a user defined result set as a Process Result Type if the sub process requires more than one result value.

  4. Open the Process Diagrammer window and add one Start activity and at least one End activity

    Because a process can have more than one result value, many End activities may be required. At least one End activity is required to indicate that the process must connect back to the Top Level node window.

  5. Connect the Start activity to another window.

    Note: The Start activity can connect to one window only.

  6. Add other windows to the process, noting the following rules:

Creating Button Labels

You can enter the label you want to appear on the task flowed forms, for example, Photo (for the Picture window). Each task flow window activity has an attribute called Button Label. Use this attribute to override the default button label for a window and to define an access key (or keyboard shortcut).

To create button labels

  1. Display the process in the Oracle Workflow Process Diagrammer.

  2. Select the activity by choosing Edit - Properties. (You can also double click on Edit - Properties to select it).

  3. Select the Attribute Values tab frame.

  4. Enter the label you want to appear on the forms.

    Precede the appropriate letter in the label with an ampersand (&) to define an access key. For example, to use ALT+P (in the Microsoft Windows environment) as the access key for the Picture window, you could enter the label &Photo.

Positioning Button Display

You can position the display order of buttons on the form. For example, you might want the first button to display the Picture window.

The number of task flow navigation buttons that can be displayed on a window varies from window to window. If there are too many navigation options for them all to appear as buttons, the last button on the window is called Other and it displays a list of values containing the other navigation options.

You determine the navigation options available from a window by defining transitions to other windows in the Process Diagrammer. Now you can use the activity attributes Display Button 1..4 to specify which navigation options should display as buttons and the order in which they should appear.

To position buttons

  1. Display the process in the Oracle Workflow Process Diagrammer.

  2. Select the activity by choosing Edit - Properties. (You can also double click on Edit - Properties to select it).

  3. Select the Attribute Values tab frame.

  4. Enter the name of the window you want to display on the button for the Display Button 1 attribute.

    For example, if you want the first button to display the Picture window, enter F4 Enter Picture. If the window is the parent window then you can specify the <Parent> special connection value.

  5. Repeat step 4 for the attributes Display Button 2 .. 4. If you do not want a button to appear on the window, enter the value <Null>.

    For example, if you only want three buttons to be displayed, enter <Null> as the value for Display Button 4.

Identifying Windows or Blocks to Display

For most task flow forms, you must display the first block of the form on entry. However, when you use the Combined People and Assignment form in a task flow, you must specify whether to display the People window (or block) or the Assignment window on entry.

To identify windows or blocks to display

  1. Display the process in the Oracle Workflow Process Diagrammer,

  2. Select the window activity by choosing Edit - Properties. (You can also double click on Edit - Properties to select it).

  3. Select the Attribute Values tab frame.

  4. Enter the name of the block you want to display on entry for the Block Name attribute.

Identifying Configured Forms to Include in the Task Flow

If you have created a configured version of a window, you can use it in a task flow.

To identify configured forms to include in the task flow

  1. Display the process in the Oracle Workflow Process Diagrammer.

  2. Select the window activity by choosing Edit - Properties. (You can also double click on Edit - Properties to select it).

  3. Select the Attribute Values tab frame.

  4. Enter the name of your Form Customization for the Customization attribute.

Verifying and Saving the Workflow

When you have completed the task flow definition within Oracle Workflow, use the Workflow Verify function to check that your workflow conforms to Oracle Workflow modeling rules.

When you have successfully verified the Workflow, save it to the HRMS database.

To verify and save the Workflow

  1. Choose File - Verify.

    Note: This process does not check that you have created a valid task flow. This check is done when you generate the task flow.

  2. Choose File - Save.

Transferring Task Flows Between Databases

You can transfer a task flow you have created in one database (using either Forms or Workflow) into another database; for example, to add a task flow created in a test database to a live database. You do this by exporting the task flow information from the first database to a flat file which you can then import to the second database.

You do this using the Submit Request window.

Important: Before transferring task flows into a database, you must ensure that all windows used by the task flow are present in the database. This includes any versions of windows that you have configured using CustomForm or the People Management Configurator.

To export a task flow to a file

  1. Log in to the source database.

  2. In the Submit Request window, choose Download HRMS Taskflows from the list of values in the Name field.

  3. Enter a name for the file in which to save the task flow in the Data File parameter field. The recommended file extension is .ldt.

    Tip: To avoid having to move the file before importing it to the target database, include the full file path of a location that is accessible to both the source and target databases.

  4. To download a single task flow, select the task flow name from the list of values (you can download all task flows for a legislation, or all global task flows, by leaving the task flow field blank).

  5. To download task flows for a particular legislation, select the legislation from the list of values. To download global task flows, leave the legislation field blank.

  6. Choose OK, then choose Submit, to save the task flow to a flat file.

To import a task flow from a file

  1. Log in to the target database.

  2. In the Submit Request window, choose Upload HRMS Taskflows from the list of values in the Name field.

  3. Enter the name of the file containing the task flow in the Data File parameter field.

  4. Choose OK, then choose Submit, to import the task flow to the database.

  5. You can now use the task flow in the same way as in your original database.

Configure Windows Using the People Management Configurator

People Management Configurator

You can use the People Management Configurator tool (formerly called Forms Configurator) to design windows that closely meet the business processes of your enterprise. For example, you can design windows to contain the essential information you need to hire a new person. This saves time, reduces errors, and makes data entry and maintenance easier.

Predefined templates are provided with Oracle HRMS. These are examples of windows that have been designed with specific processes in mind. The predefined People Management templates have been created using the People Management window. The example templates use selected items from this window. However, you can select any item from the People Management window when you create your own windows.

See People Management Templates.

Why Use a Predefined Template?

You can create new windows without using a predefined template but we recommend that you use one as a guide for the following reasons:

What Can I Change On a Template?

When you design a new window using a template, you can:

Note: The online help reflects the predefined templates. If you configure the forms, you might need to edit the help to reflect the changes you make.

Additional Configuration Options For People Management Templates

A number of user extensible 'custom' fields have been added to the People Management templates which enable you to maintain any data that you cannot currently maintain using the templates (either Oracle E-Business Suite data items or 3rd party/custom data items that are stored within the database). These fields only apply to the People Management window (PERWSQHM form) and are only available on the 'MAINTAIN' block/window (not the summary or Find window).

You can add these custom fields to the People Management Configurator template via the Forms Configurator option. There are a number of different types of fields to accommodate different functional requirements. These fields are :

Setting Up Task Flows To Other Windows

You can add task flow buttons to access other windows from the Maintenance window of your configured window. Create the task flow using Oracle Workflow or the Task Flow windows, then view the window with the buttons in the People Management Configurator.

If you want to reposition or resize the buttons on the window, you need to add the button items to your template using the People Management Configurator, place them in the appropriate positions, set their size, and enter labels for them.

People Management Configurator User Interface

The People Management Configurator tool contains a graphical navigation tree and a set of properties. The navigation tree has been set up in a logical order so that if you follow the tree down from the top, that is the order in which you should complete your tasks. Expand the template name to see the information associated with the template.

You can see what your windows look like on the screen as you make edits to them. You can also preview the windows in your template to test out the fields and tabbing and see how they will appear to the user.

People Management Templates

The predefined People Management templates have been designed to help you create windows that match your business processes. These templates were created from the People Management window using the People Management Configurator. The predefined template windows are available on the Navigator; you can use these without making changes. Alternatively, you can make copies of the predefined templates and modify them to create your own windows, or you can create entirely new templates.

For details of the predefined templates, see Predefined People Management Templates

What Information Is Included In the Templates?

The predefined templates have been designed for generic business processes, such as hiring a person or creating a new applicant. For example, when you go through the hiring process, you typically have to open lots of windows to complete the task. With a template window, all the data can be put together and grouped into logical sections using the tabbed regions.

When an applicant is hired, assignment information from the application is automatically entered on the employee assignment.

Designing Your Own Templates

The People Management window contains all the personal and assignment information, such as LAST_NAME and VACANCY. You use the templates to control what the user can see by only including what you need.

See Fields on the People Management Window for a complete list of all the fields available for you to use when creating People Management templates.

How Many Windows and Tabs Can I Design?

A template can consist of a Find window, Summary window, and Maintenance window. You can modify each of these windows to suit your requirements. You can design as many templates as you require, targeted at different tasks or user groups. For example, for users who only need to review information, you design a template that provides a Summary window. For users who need to update information, you can provide a Maintenance window too.

When you have created a new template, you add it to the Navigator so that your users can access the new windows. For each template, you can set up which window is displayed first. For example, you can specify that choosing People Maintenance from the Navigator displays the Find window first to enable users to find a person. Then they can navigate to the Maintenance window by choosing the Show Details button.

The Find window can contain up to six tabs. One tab has been defined as the Advanced tab but you can use this for another purpose if you want.

The Summary window can contain up to ten tabs. One tab has been defined as the Checklist tab but you can use this for another purpose if you want.

The Maintenance window can contain up to ten tabs, including the Extra Information Types, and Special Information Types tabs. One tab has been defined as the Checklist tab but you can use this for another purpose if you want.

Using Templates to Design Process Based Windows

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How Do I Control What Users Can Do With a Template?

Some restrictions are made using the People Management Configurator tool, and others using CustomForm. For example, you use the People Management Configurator to determine the fields, buttons, tabs, and windows available. You can also restrict a template to the Employee, Applicant or Contingent Worker system person types using the People Management Configurator.

You can use CustomForm to:

Important: You must be careful to create consistent restrictions. For example, it would not be consistent to restrict a template to Applicants Only using the People Management Configurator, then add a CustomForm restriction that only allows users to enter new employees or employee assignments.

Benefits of Using Template Windows

Templates provide the following advantages for your users:

Using templates is only one part of making Oracle HRMS specific to your enterprise. You can also sequence windows together in task flows. You can define a Maintenance window to be the top window and provide buttons for navigating directly to other windows while the Maintenance window remains in the background.

People and Assignments in the Data Organizer

The Summary window of the people management templates includes the Data Organizer, which helps you find and organize information about people and assignments.

The Data Organizer can display people organized alphabetically by name, organization, or job. When you expand a person's node in the Data Organizer, you see a list of their employee, applicant, and contingent worker assignments. Assignments do not have names, so you can choose what information appears in this list to help users identify the assignment they want to work with.

By default, assignments are identified as <job>.<organization>, such as Senior Manager.Engineering. However, you can choose any other database items to display in the Data Organizer. The same information appears in the Assignment field that you can display on the Maintenance window.

If you want to override the default, write a formula to return the text to be displayed. See: Writing Formulas for Templates, Oracle HRMS FastFormula User Guide

Defaulting Values in Template Fields

The templates enable you to default values in as many fields as you want. You can make data entry easier for users by defaulting items that frequently take the same value. Where the value is constant, you might set a default and then hide the field from users.

When an applicant is hired, assignment information from the application is automatically entered on the employee assignment.

Defaults from Other Windows

When you set up information for your implementation in Oracle HRMS windows, you can specify that values in some fields are automatically defaulted by the system when the user selects a value in another field. For example, you can set up default information for business groups in the Organization window, so that selecting a business group populates the fields for Location, Working Hours, Frequency, Start Time, and End Time. You can also specify default information in many fields for a position or vacancy in the Positions window and the Requisition and Vacancy window.

If you set defaults for these fields using People Management Configurator, they will be overridden by the automatic defaults set up in these windows.

Defaults in Dependent Fields

Some fields are dependent on other fields, so that when the user enters a value in the main field, they must always enter a value in the dependent field. For example, if the user enters a value for Notice Period, they must enter or select a value for Notice Period Units.

You cannot set default values in the dependent fields.

Information on the fields that are dependent on other fields is included in the list of Fields on the People Management Window

Predefined People Management Templates

Oracle supplies a number of predefined People Management templates. We recommend that you base any new window design on one of these templates.

Note: You can create an entirely new template but there are many issues to be aware of such as upgrading and setting up context-sensitive address styles. Instead, we recommend that you copy a predefined template for your localization and make any changes to that.

Templates are provided for specific localizations. There are also generic templates for you to use if none of the predefined localization-specific templates meet your requirements.

Hiring Applicants Template

This template enables you to create windows for entering an applicant, tracking the applicant up to the point of hire, and hiring the applicant. You can use the Hiring Applicants window for the complete hiring process. You can access both employees and applicants in this template. This enables you to hire applicants and to process internal applicants.

Enter Employees Template

This template enables you to create a Maintenance window for quickly entering details of employees, and their primary assignment. It is restricted to employees only. This window is designed for users who have lots of employees to enter who do not need any applicant history, for example, a one day casual hire.

You can enter basic personal details such as name, date of birth and address as well as assignment details such as job, grade, and salary. The Notify button enables you to send notifications about actions to other people.

Maintain Employees Template

Use this template to create windows for entering or maintaining full employee details. It is restricted to employees only. This is very similar to the tasks you would perform using the People window and associated windows.

Enter Contingent Workers Template

This template enables you to create a Maintenance window for quickly entering contingent worker details and their primary assignment. It is restricted to contingent workers only. This window is designed for users who have lots of contingent workers to enter.

You can enter basic personal details such as name, date of birth and address as well as assignment details such as job, supplier, and worker number. The Notify button enables you to send notifications about actions to other people.

Maintain Contingent Workers Template

Use this template to create windows for entering or maintaining contingent worker details. It is restricted to contingent workers only. This is very similar to the tasks you would perform using the People window and associated windows.

Visa Administration Template

This template enables you to create windows for entering information about foreign workers. You can record details about an employee's addresses, contacts and visa details.

HR Foundation Template

The HR Foundation template enables you enter and maintain contingent workers using the HR Foundation responsibility. The HR Foundation template is restricted to contingent workers only and is used for tasks very similar those tasks you would perform using the entering and maintaining contingent workers templates.

Find Window Configuration

There are two parts to a Find window, and you can choose the fields that appear on each:

Find Folder

In the Find Folder, include fields that will enable users to uniquely identify the records they need. Typically these fields are Full Name, Employee or Applicant Number, National Identifier (such as Social Security Number) and Date of Birth.

Find Tab

Put the fields in which you expect users to search most frequently on the Details Find tab (the tab to display first). To provide fast search results, we recommend that some of the following fields are available for searching:

Fields that have lists of values also provide good search performance.

The predefined templates include the Effective Date field on the Details tab. You can use this field to change your effective date without using the calendar icon from the toolbar. The effective date determines the lists of values available on fields in the Find window and which records will be returned. If you are going to include this field on the Find window, it is best to place it at the top of the window. This encourages users to set their effective date first, and then select from the appropriate lists of values in the other Find fields. You can include up to six Find tabs.

Advanced Find Tab

You can provide an Advanced Find tab (as one of the six Find tabs) for more complex searches, such as matching ranges of values. To construct an advanced tab you need to include the following fields, where n = 1 to 5:

For example, you could set up the following query, find me all people whose hire date (field name) is less than (condition code) 1-Jan-1999 (value).

You can restrict the fields that users can select in the Field n Name fields using CustomForm. You can therefore remove the ability to search on sensitive or confidential fields.

Security Check Box on Find Window

There is a Security check box on the Find window that defines which people are included in a user's search. To find people from outside your Security profile, you must ensure that the Security check box is enabled and is unchecked. However, they will not be able to view full information for people outside their security profile, and they will not be able to update these records.

If you leave this box unchecked, you must be careful that no confidential information is included in the Results of the Find. We recommend that you always check this check box.

If you do not want users to be able to change the security profile set for the template then you should set the Security check box to the required setting and then hide it, thus preventing users from updating it.

Although the Security check box defines which people are included in a search, it does not define what can be saved from the Find window into the Data Organizer, as this is controlled by the user's security profile. This means that if you have the check box unchecked, your user may find that they cannot save some data that is returned in a query into a folder as it is outside their security access. The Data Organizer is also limited depending on the person type restrictions set up at template level.

If you delete the check box from the search criteria, the results will only display those people from within your Security profile.

The Business Group Field on the Find Window

If you want to use the Business Group field to query and update worker information across business groups, then you must associate a global security profile to your responsibility. If you do not use a global security profile, then you can view the business group of the worker you searched for, but you cannot use the Business Group field in the Find window to search for workers.

SITs, EITs and Other Flexfields in Templates

Maintenance windows in your people management templates can include tabs for entering Special Information Types (SITs) and person and assignment Extra Information Types (EITs).

These tabs must contain a drop down list to enable the user to select the appropriate SIT or EIT to enter. This poplist controls the segments of the flexfield that display. In the People Management Configurator, you select the item Special Information Type List (Special Information), or Extra Information Type List (Extra Info), to enable this poplist.

You select which segments of the flexfield are displayed. Each segment is displayed as a folder form column. At run time, the window displays the appropriate columns with no gaps where segments are not displayed.

Note: You can control which SITs or EITs a user can select in the template by creating a CustomForm restriction that you associate with the template when you add it to a menu.

Segments Using Value Sets

Each segment item for a flexfield has two entries, one called meaning and one called value. The value item is always required as this is where the user would enter or select the information. The meaning item is only used where the user selects a value from a value set. If the value set uses a short meaning and a longer description, you can include the meaning item to display this longer description when the user selects a value.

For example, you may have a segment in a flexfield that records a country of residence. In the value field the user may select a country short code, USA, and in the meaning field the longer description, United States of America, would be displayed.

How Segment Properties Are Derived From Template and Flexfield Definitions

When a user selects an SIT or an EIT type from the list, the item properties for each segment depend on the settings defined for the template and the flexfield:

Some of the properties rely on other properties being set to appropriate values for them to take effect. For example, if the Required, Insert Allowed, or Update Allowed value are set to Yes, this will only take effect if the item is enabled and visible.

Note: These rules apply to all flexfields, not just SITs and EITs.

Positioning Columns in the SIT Folder

We recommend that you place the items Date from (Special info) and Date to (Special info) first in the folder. Then place all of the Special Information Segment n Value items (where n is 1 to 30) onto the tab in consecutive order.

As it is a folder form, you must also include the record indicator for the multi row block. This item is called Current Record Indicator (special info). Make its width 0.1", and make it appear just before the first Date field.

Positioning Columns in the EIT Folder

We recommend that you place all Extra Information segments onto the tab in consecutive order. Assignment EITs are called Assignment Extra Information n Value items (where n is 1 to 30), and person EITs are called Person Extra Information n Value items (where n is 1 to 30).

The actual positioning of the EIT segments on the tab is not important as when the window is accessed by a user the first populated EIT segment is displayed flush against the current record indicator and all others are lined up against it.

As with the SIT folder, you must include the record indicator for the multi row block. This item is called Current record indicator (Extra info). Make its width 0.1", and make it appear just before the first EIT segment field.

Other Flexfields

You can include user-defined descriptive flexfields (DFs) and developer descriptive flexfields (DDFs) in both the Summary and Maintenance template windows. You can include individual flexfield segments directly in the template window in the same way that you would add normal fields (segment properties are the same as those described for EITs and SITs); alternatively you can include the whole flexfield in a flexfield popup window, by selecting the Flexfield Name Popup item. If you want to include multiple flexfields in your templates, you can include segments from some directly within the template, and add flexfield popup windows for others; however, you cannot include flexfield segments and a popup window for the same flexfield structure.

We recommend that you do not add too many flexfield segments directly to the template as this will impact performance. It is better to include whole flexfields as popup flexfield windows.

Context-Sensitive Fields In Templates

You can set up fields that are context-sensitive in your templates using the People Management Configurator tool. For example, you might want to display the Employee Number field when the selected person is an employee, and the Applicant Number field for an applicant.

You can also use this feature to display the appropriate segments of a flexfield. For example, you set the context to display the appropriate structure of the Personal Analysis Key Flexfield for the selected Special Information Type. You do not have to display the full structure defined in the flexfield. You can hide segments to save space on the template, or for security reasons.

You set up each context as a 'child' item under the main item in the People Management Configurator navigator. For example, if you want Post Code to display in three address style contexts, you define three context items under the Post Code item If you hide the 'parent' items, there will be a blank area of the window when it opens. This area is populated by the context sensitive fields (such as address lines) when the user selects the appropriate context (such as an address style). The fields that are displayed, their position, size, defaults, and all other properties can vary with the context.

If one context is more common that the others, you can set that context as the default in the field where the context is chosen. Then there is no blank area when the window opens, because it contains the fields appropriate to this default context. For example, you might set your local address style as the default so that the appropriate address lines for local addresses are displayed by default.

Online Help Targets for Templates

When you are defining your template you can add your own help target to display a particular help topic in the online help. This will override the default context-sensitive help call of the form.window name.

If you enter a help target for the template this will override the form section of the default help target. The window name will still be appended to this target depending on from which window the user accesses help.

Note: If you define a new help target for your template none of the supplied online help for the template will work. You will have to update your help files to include your new help target.

The window names that can make up the People Management templates are:

For example, the default target that is generated when a user calls help from the Summary window of the Hiring Applicants template is PERWSQHM.SUMMARY_WINDOW. If you have defined a help target of "HIREAPP" for the Hire Applicants template, then when a user calls help from the Summary window the target that is generated is HIREAPP.SUMMARY_WINDOW.

Notification Messages Issued From Template Window

When users choose the Notify button on a template window, they can select a message and a person or role to send it to.

Predefined Messages

The following table shows predefined notification messages. You can create additional messages using Oracle Workflow or delete any that are not relevant to your enterprise.

Display Name Internal Name
Change of employment for supervisor SUPERVISOR_JOB_CHANGE
Change of Supervisor CHANGE_SUPERVISOR
Employee Transfer EMPLOYEE_TRANSFER
Employee Transfer - Notify Payroll PAYROLL_INT_HIRE
New Contingent Worker Notification NEW_CWK
New Hire Notification NEW_STARTER
New Hire Notification (US) US_NEW_STARTER
Notify Payroll with New Hire Details PAYROLL_NEW_STARTER
Probation Period is close to expiry PROBATION_PERIOD_EXP
Relocation Notification RELOCATION_NOTIFICATION
Request Security Card SECURITY
Employee Transfer (US) US_EMPLOYEE_TRANSFER
Notify Payroll with New Hire Details (US) US_PAYROLL_NEW_STARTER
Employee Transfer - Notify Payroll (US) US_PAYROLL_INT_HIRE
Relocation Notification (US) US_RELOCATION_NOTIFICATION
Visa Expiry Notification to Supervisor GLB_SUP_VISA_EXP_WARN
Visa Expiry Notification to Employee GLB_EMP_VISA_EXP_WARN
Visa Expiry Notification to Employee (US) US_EMP_VISA_EXP_WARN
Visa Expiry Notification to Supervisor (US) US_SUP_VISA_EXP_WARN

Message Tokens

Notification messages can include the following tokens:

Creating Additional Tokens

If your messages require additional tokens, you can create a formula that returns up to five outputs that you can use as tokens (FF1 - FF5) in your message text. You create the formula using Oracle FastFormula.

See: Writing Formulas for Templates, Oracle HRMS FastFormula User Guide.

People Management Configurator Options

This section describes the configuration options you can use when designing your template. The options are shown in the order that they appear on the People Management Configurator tool.

Template Properties

Template Code

Displays the internal name for the template. This code in combination with the Legislation uniquely identifies the template. You use this name when adding the window to the user's menu.

Template Name

Specifies the descriptive name of the template.

Enabled

A template can be enabled or disabled. You can only choose the Run Template option from the Tools menu for a template that is enabled and linked to a menu. Disable a template when it is no longer in use.

Legislation

Specifies the legislation of the template. Leave the legislation option blank to create a generic template. The system automatically displays the appropriate legislative version of a template for a user, or the generic version if there is no legislative version that matches the legislation of the user's Business Group.

Description

You can provide a longer description of the template.

Help Target

You can add your own help target to display a particular help topic. This overrides the default context-sensitive help call of the form.window name.

Note: The target you enter here has the name of the window from which you have called help appended to it to form the complete target. For example, if you have defined a help target called HIREPER for your template and you call help from the Summary window, then the help target generated is HIREPER.SUMMARY_WINDOW.

Online Help Targets for Templates

Further Information

Use this Further Template Properties flexfield to enter additional configuration information for the template. For example, for the People Management templates this flexfield enables you to specify which window is displayed first and which person types are allowed.

[ ]

Additional Template Details descriptive flexfield. You can configure this to include additional information.

Window Properties

Window Name

Specifies the name of the selected window. There are three windows available: Summary, Find, and Maintenance

Title

Specifies the title of the window. This name is displayed at the top left of the window.

Height

Sets the height of the window in inches.

Width

Sets the width of the window in inches.

X Position and Y Position

Sets the position of the window using co-ordinates. X sets the horizontal position and y sets the vertical position. Alternatively, you can use the arrow keys to move the window around.

Further Information

Further Window Properties Developer Descriptive flexfield.

Canvas Properties

Canvas Name

Specifies the name of the selected canvas. This is the region of the window where fields and other items appear The canvases available depend on the window you are creating:

Visible

Set this to Yes if you want the canvas to be displayed to the user.

Height

Sets the height of the canvas in inches.

Width

Sets the width of the canvas in inches.

X Position and Y Position

Sets the position of the canvas using co-ordinates. X sets the horizontal position and y sets the vertical position. Alternatively, you can use the arrow keys to move the canvas around.

Further Information

Developer Descriptive flexfield.

Tab Page Properties

Tab Page Name

Displays the name of the tab. The tabs available to you depend on the window you are editing:

Visible

Set this to Yes if you want the tab to be displayed to the user.

Label

The label appears on the tab and describes the content of the tab.

You can define an access key (or keyboard shortcut) by preceding the appropriate letter in the label with an ampersand (&). For example, to use ALT+P (in the Microsoft Windows environment) as the access key for the Personal Details tab, enter the label &Personal Details.

Do not use the letters A, E, F, G, H, Q, S, or W, as they are used on the Oracle Applications menu. There is no validation to prevent the same letter being used more than once in the same window.

Navigation Direction

Sets the tabbing order for the items in the tab. This can be left to right, or top to bottom.

Further Information

Developer Descriptive flexfield.

Item Properties

Item Name

The item name is the name of the data item or field, such as LAST_NAME, you have currently selected in the People Management Configurator Items branch. Items also include buttons, such as the Actions or Notify button, and flexfield popup windows. If you are working with a predefined template, only the fields used in that template are displayed on the People Management Configurator Items branch. You can add other fields to your template from the window.

See: Adding and Removing Fields on a Template.

Window Name

Displays the window name on which the field is used. You cannot change this property. Each field has an associated window. There are three windows available: Summary, Find, and Maintenance

Tab Page Name

Displays the name of the tab or tabs in the window on which the field is positioned. You can choose a tab by clicking the button next to this field to see the available tab pages you can use.

Visible

Set this to Yes if you want the field to be displayed to the user. If it is set to No, the user cannot see the field but the field and its value are still in use. For example, the Secure check box on the Find window is not visible but the box has been checked. The user cannot see the check box on the window but the security restriction still applies.

Height

Sets the height of the field in inches.

Width

Sets the width of the field in inches.

X Position and Y Position

Sets the position of the field using co-ordinates. X sets the horizontal position and y sets the vertical position. Alternatively, you can use the arrow keys to move the field around.

Enabled

Specifies whether the user can put their cursor into this field. If it is set to No, the user can see the field but cannot do anything to it.

Required

Set this to Yes if you want to make the field mandatory.

Query Allowed

Specifies whether the user can run a query in this field.

Note: This property is ignored in the People Management templates. You can only run queries using the Find window.

Insert Allowed

Specifies whether the user can insert new data in this field. If this is set to No for a field or button then it appears greyed out in the window.

Note: If you set this option to No for a check box then the check box still appears in white on the window. To grey out a check box you must set the Enabled option to No.

Update Allowed

Specifies whether the user can enter information in the field and save it to the database. If this is set to No, the user can enter information but cannot save it.

Note: All fields included on a Summary window are greyed out, irrespective of the settings in the Insert Allowed and Update Allowed fields.

Prompt Text

Defines what text is displayed with the field. It also defines the text displayed for a group of check boxes. You enter text labels for individual check boxes using the Label property (see below).

Prompt Display Style

Specifies where a prompt is displayed for multi-row columns. "First Record" displays a prompt next to the first row. "All Records" displays a prompt next to each row. "Hidden" hides all prompts.

Prompt Text Alignment

Specifies the alignment of the prompt text as Center, Left, Right, End, or Start within the prompt box. Generally has no visible effect.

Prompt Edge

Specifies which edge of the field the prompt is attached to, either Start, End, Top, or Bottom.

Prompt Edge Alignment

Specifies how the prompt is aligned along the selected field edge, either Start, End or Center.

Prompt Edge Offset

Specifies the distance between the field and its prompt, measured in inches.

Prompt Alignment Offset

Use this property to adjust the prompt edge alignment. For example, if the Prompt Edge is Top, the Prompt Edge Alignment is Center and the Prompt Alignment Offset is 0.1, the prompt is centered 0.1 inches from the center of the top edge of the field.

Label

This only applies to buttons or check box items. The label describes the button or individual check box.

You can define an access key (or keyboard shortcut) by preceding the appropriate letter in the label with an ampersand (&). For example, to use ALT+P (in the Microsoft Windows environment) as the access key for the Picture window, enter the label &Picture.

Do not use the letters A, E, F, G, H, Q, S, or W, as they are used on the Oracle Applications menu. There is no validation to prevent the same letter being used more than once in the same window.

Tooltip Text

You can enter text here that displays when the user has the mouse pointer over the field. Use this to provide additional quick help.

Previous Item

Specifies which field is tabbed to next if you tab backwards. This overrides the default tabbing order.

Next Item

Specifies which field is tabbed to next. This overrides the default tabbing order.

Default Value

You can set the default value for the field here. Setting defaults can help save time, provide better control, and reduce errors for the user.

Format Mask

You can apply a format style to number and date type fields so that the format is correct for your users.

Validation Formula

You can set up additional validation using formulas. For example, if you need to validate that an entry has been entered correctly, you can create a validation formula to check the format. Up to five inputs can be passed to the formula but only one message can be returned.

See: Writing Formulas for Templates, Oracle HRMS FastFormula User Guide

Validation Formula Parameters 1-5

Enter the parameters you want to pass to the formula specified in the Validation Formula field.

Information Formula

You can set up additional information for fields using a formula. For example, on the Job field, the user can right click and choose More Information to see related information such as supervisor. Up to five inputs can be passed to the formula but only three outputs can be returned.

See: Writing Formulas for Templates, Oracle HRMS FastFormula User Guide

Information Prompt

Specifies the prompt displayed on the right mouse menu which the user selects to view the information you have defined in the Information Formula.

Information Formula Parameters (1-5)

Enter the parameters you want to pass to the formula specified in the Information Formula field.

Alignment

Defines the alignment of text within the item (left, center, or right).

Case Restriction

Defines what case the text is defaulted to. For example, you can set it to upper case so that all the text entered in the field is upper case.

Bevel

Specifies the appearance of the field border, either RAISED, LOWERED, INSET, OUTSET, or NONE.

Further Information

Opens the Further Item Properties developer descriptive flexfield, where you can enter additional configuration options. For example, for the People Management templates, you can select whether DateTrack History is enabled for datetracked fields.

Fields on the People Management Window

The following table lists all the available fields on the People Management window. Not all of these fields are available on the predefined People Management templates. You can choose which of these fields are displayed on your users' windows by making your own copies of the People Management templates and adding or removing fields.

See Adding and Removing Fields on a Template

Item Title Windows Additional Information
Accounting KeyFlex Popup Maintain Popup window containing all segments for the Default Expense Account key flexfield
Action Maintain
Summary
Button.
If you are updating a worker record that is outside your current business group, then you can perform all actions on that worker record, except the following:
  • Offer to Applicant

  • Hire Applicant

  • Hire Single Applicant Assignment

  • New Application

  • New Assignment

  • Hire Into Job

  • Convert to CWK

  • Enter New Assignment Details

Address Attribute 1-20 Maintain
Summary
Segments from the Additional Address Details descriptive flexfield
Address Attribute Category Maintain
Summary
Context for the Additional Address Details descriptive flexfield
Address Attributes Popup Maintain
Summary
Popup window containing all segments for the Additional Address Details descriptive flexfield
Address Date From Maintain
Summary
Field
Address Date To Maintain
Summary
Field
Address Information 13-20 Maintain
Summary
Segments from the Address developer flexfields that may have been defined by localization teams
Address Information Popup Maintain
Summary
Popup window containing all segments for the Address developer flexfields
Address Line 1-3 Maintain
Summary
Field
Address Type Maintain
Summary
Field
Adjusted Service Date Maintain
Summary
Field
Age Maintain
Summary
Field
Agreed Working Hours Find Results
Maintain
Field. This is available on the Employment Information tab. Norwegian users only.
Alternate First Name Maintain Filed avaiable in the Employment Details tabbed region.
This field is available to Kuwaiti users only.
Alternate Family Name Maintain Field Available in the Additional Name Details tabbed region.
This field is available to Kuwaiti users only.
Annuities Maintain Field
Available in the GOSI Details tabbed region.
This field is available to Saudi users only
Annuities Join Date Maintain Field
Available in the GOSI Details tabbed region.
This field is available to Saudi users only
Applicant Number Find Results
Find
Maintain
Summary
Field
Application Attribute 1-20 Maintain
Summary
Segments from the Additional Application Details descriptive flexfield
Application Attribute Category Maintain
Summary
Context for the Additional Application Details descriptive flexfield
Application Attributes Popup Maintain
Summary
Popup window containing all segments for the Additional Application Details descriptive flexfield
Application Date End Summary Field
Application Date Received Maintain
Summary
Field
Approved Maintain
Summary
Field
Assignment Attribute 1-30 Maintain
Summary
Segments from the Additional Assignment Details descriptive flexfield
Assignment Attribute Category Maintain
Summary
Context for the Additional Assignment Details descriptive flexfield
Assignment Attributes Popup Maintain
Summary
Popup window containing all segments for the Additional Assignment Details descriptive flexfield
Assignment Category Find Results
Find
Maintain
Summary
Employment or Assignment Category
Assignment Effective End Date Find Results
Maintain
Summary
Field
Assignment Effective Start Date Find Results
Maintain
Summary
Field
Assignment Extra Information 1-30 Maintain Assignment extra information types
Assignment Extra Information Category Maintain Context for the Assignment extra information types
Assignment List Maintain Drop-down list displaying person's assignments
Assignment Number Find Results
Maintain
Summary
Field
Assignment Rate Maintain Assignment rate for contingent workers
Assignment Rate Basis Maintain Assignment rate basis for contingent workers
Assignment Rate Currency Maintain Assignment rate currency for contingent workers
Assignment Rate Value Maintain Assignment rate monetary value for contingent workers
Assignment Sequence Find Results
Maintain
Summary
Field
Assignment Status Type Find Results
Find
Maintain
Summary
Field
Assignment Title Summary Field
Assignment Type Find Results
Maintain
Summary
Field
Available For Transfer Maintain
Summary
Field
Background Check Date Maintain Field
Background Check Status Find Results
Maintain
Summary
Field
Background Date Check Find Results
Summary
Field
Bargaining Unit Code Find Results
Find
Maintain
Summary
Field
Benefit Group Find Results
Find
Maintain
Summary
Field
Benefit Medical Plan Number Maintain Field
Birth Name Maintain Field. Hungarian users only
Billing Title Maintain Field
Blood Type Find Results
Maintain
Summary
Field
Business Group Find
Summary
Maintain
Field.
If you want to use the Business Group field to query and update worker information across business groups, you must associate a global security profile to your responsibility. If you do not use a global security profile, you can view the business group of the worker you searched for, but you cannot use the Business Group field to search for workers.
Button 1-5 Maintain Task flow buttons
Cancel Find Button
Change Date Maintain
Summary
Assignment change date
Change Reason Find Results
Maintain
Summary
Assignment change reason
Checklist 1-10 Date Done Maintain
Summary
Field
Checklist 1-10 Date Due Maintain
Summary
Field
Checklist 1-10 Item Code Maintain
Summary
Field
Checklist 1-10 Notes Maintain
Summary
Field
Checklist 1-10 Status Maintain
Summary
Field
Citizen Identification Number Maintain Field. Chinese Users only.
Civil Identity Number Maintain Field
This field is available to Saudi users only
Civil Identifier Maintain Field Available in the Employee Details tabbed region.
This field is available to Kuwaiti users only.
Civil Status Find Results
Maintain
Field. Finnish users only.
Clear Find Button
Collective Agreement Maintain
Summary
Field
Collectively Agreed Grades Id Flex Num Maintain
Summary
Field
Collectively Agreed Grades Name Maintain
Summary
Field
Command Color Maintain Field. This is available on the Military tab. Hungarian users only
Command Type Maintain Field. This is available on the Military tab. Hungarian users only
Command Number Maintain Field. This is available on the Military tab. Hungarian users only
Community Price Category Find Results
Maintain
Field. This is available on the Employment Information tab. Finnish users only.
Condition of Employment Find Results
Maintain
Field. This is available on the Employment Information tab. Norwegian and Danish users only.
Contingent Worker Number Find Results
Find
Maintain
Summary
Field
Contribution Group Maintain Field. Spanish users only.
Contract Find Results
Maintain
Summary
Field
Coordinated Benefits Medical Plan Number Find Results
Summary
Field
Coordinated Benefits No Coverage Find Results
Summary
Field
Correspondence Language Find Results
Maintain
Summary
Field
Country Maintain
Summary
Field
Country 1-3 Maintain
Summary
Field
Country of Birth Maintain
Summary
Field
CPR Number Find Results
Maintain
Field. Danish users only.
Currency Code Maintain
Summary
Field
Current Employer Maintain
Summary
Field
Current Record Indicator Find Results
Maintain
This indicator must be included in any multi-block records. It shows the currently selected record. There are separate versions of this item on the Maintain window for special information types and extra information types.
Custom Date Text Item 1-10 Maintain These fields do not correspond to the database column. They are used in a custom library solution. Please refer to the "Additional Configuration Options For People Management" for more details.
Custom Number Item 1-10 Maintain These fields do not correspond to the database column. They are used in a custom library solution. Please refer to the "Additional Configuration Options For People Management" for more details
Custom Character Text Item 1-10 Maintain These fields do not correspond to the database column. They are used in a custom library solution. Please refer to the "Additional Configuration Options For People Management" for more details
Custom Checkbox Item 1-3 Maintain These fields do not correspond to the database column. They are used in a custom library solution. Please refer to the "Additional Configuration Options For People Management" for more details
Custom List Item 1-3 Maintain These fields do not correspond to the database column. They are used in a custom library solution. Please refer to the "Additional Configuration Options For People Management" for more details
Custom Item with List of Values 1-5 Maintain These fields do not correspond to the database column. They are used in a custom library solution. Please refer to the "Additional Configuration Options For People Management" for more details
Date Employee Data Verified Find Results
Maintain
Summary
Field
Date From Maintain Special information
Date Notice Received Find Results
Maintain
Field. This is available on the Employment Information tab. Norwegian users only.
Date Of Birth Find Results
Find
Maintain
Summary
Field
Date Of Death Find Results
Maintain
Summary
Field
Date Of Receipt Of Death Certificate Maintain Field
Date Probation End Find Results
Maintain
Summary
Field
Date To Maintain Special information
Datetrack Correction Maintain Datetrack radio button
Datetrack Update Maintain Datetrack radio button
Default Code Combination Identifier Find Results Internal identifier for the assignment's default expense account
Dependant Adoption Date Find Results
Maintain
Summary
Field
Dependant Voluntary Service Find Results
Maintain
Summary
Field
Deployment Factor Attribute 1-20 MaintainSummary Segments from the Additional Deployment Factor Details descriptive flexfield (Work Choices)
Deployment Factor Attribute Category Maintain
Summary
Context for the Additional Deployment Factor Details descriptive flexfield (Work Choices)
Deployment Factors Attributes Popup Maintain
Summary
Popup window containing all segments for the Additional Deployment Factor Details descriptive flexfield (Work Choices)
Description of Expense Account Maintain Description associated with Accounting KeyFlex popup window
Dpf Fte Capacity Maintain
Summary
Deployment factor FTE capacity
Dpf Work Duration Maintain
Summary
Deployment factor work duration
Dpf Work Hours Maintain
Summary
Deployment factor work hours
Dpf Work Schedule Maintain
Summary
Deployment factor work schedule
Duplicate Check Maintain
Maintain Tabs
Button. This can be placed on the main window or the tabs in the Maintain window. If you include this button you must ensure that you have set up a Find window in your template.
E-Post Address Find Results
Maintain
Field. This is available on the Further Details tab. Finnish users only.
Earliest Available Date Maintain
Summary
Field
Education Establishment 1-4 Attended End Date Summary Schools information
Education Establishment 1-4 Attended Start Date Summary Schools information
Education Establishment 1-4 Full Time Summary Schools information
Education Establishment 1-4 Name Summary Schools information
Effective Date Find
Maintain
There are separate versions of this element for the Find window and the timeline on the Maintain window
Email Address Find Results
Find
Maintain
Summary
Field
Employee Category Maintain
Summary
Field
Employee Group Find Results
Maintain
Field. This is available on the Employment Information tab. Danish users only.
Employer Maintain Field
Available in the GOSI tabbed region
This field is available to Saudi users only
Employee Number Find Results
Find
Maintain
Summary
Field
Employee Status Find Results
Maintain
Field. This is available on the Employment Information tab. Finnish users only.
Employment Type Find Results
Maintain
Field. This is available on the Employment Information tab. Finnish users only.
Establishment Find
Maintain
Summary
Field
Expatriate Maintain Field. Chinese Users only.
Expense Check Send Address Find Results
Maintain
Summary
Field
Extra Information Type List Maintain Displays a drop-down list of extra information types.
Family Name Maintain Field
Available in the Alternate Names and in the Employee Details tabbed region
This field is available to Saudi and Kuwaiti users only
Family/Last Maintain Field. Chinese users only.
Father Name Maintain Field
Available in the Alternate Names and in the Employee Details tabbed region
This field is available to Saudi and Kuwaiti users only
Father's Alternate Name Maintain Field Available in the Additional Name Details tabbed region.
This field is available to Kuwaiti users only.
Field Find Results
Maintain
Field. This is available on the Further Details tab. Finnish users only.
Field 1-5 Condition Code Find Advanced search items
Field 1-5 Name Find Advanced search items
Field 1-5 Value Find Advanced search items
Find Find Button
First Name Find Results
Find
Maintain
Summary
Field
Frequency Find Results
Maintain
Summary
Dependent field. Used with Normal Hours.
Full Name Find Results
Find
Maintain
Summary
Field
Full Name Title Summary Field
Full / Part Time Find Results
Maintain
Field. This is available on the Employment Information tab. Norwegian users only.
Full Time Equivalent Capacity Find Results
Maintain
Summary
Field
Gender Find Results
Find
Maintain
Summary
Field
Given/First Maintain Field. Chinese Users only.
Go Maintain Button used on timeline to show details as of the effective date entered
GOSI Number Maintain Field
Available in the GOSI Details region tabbed region
This field is available to Saudi users only
Grade Ladder Find Results
Find
Maintain
Summary
Field
Grade Find Results
Find
Maintain
Summary
Field
Grade Point Average Find Results
Maintain
Field. This is available on the Further Details tab. Norwegian users only.
Grandfather Name Maintain Field
Available in the Alternate Names and Employee Details tabbed region
This field is available to Saudi and Kuwaiti users only
Grandfather's Alternate Name Maintain Field Available in the Additional Name Details tabbed region.
This field is available to Kuwaiti users only.
Governorate Maintain Field Available in the Employee Details tabbed region.
This field is available to Kuwaiti users only.
Group Maintain Field. This is available on the Civil tab. Hungarian users only.
Hazards Maintain Field Available in the GOSI Details tabbed region.
Available in the GOSI Details tabbed region
This field is available to Saudi users only
Hazards Join Date Maintain Field
Available in the GOSI Details tabbed region
This field is available to Saudi users only
Hire Date Maintain
Summary
Start Date for Employee
Hukou Location Maintain Field. Chinese Users only.
Hukou Type Maintain Field. Chinese Users only.
Hold Applicant Date Until Find Results
Maintain
Summary
Field
Honors Find Results
Maintain
Summary
Field
Hourly Salaried Find Results
Maintain
Summary
Field
Identifier Type Maintain Field. Spanish users only.
Identifier Value Maintain Field. Spanish users only.
Insurance Occupational Group Find Results
Maintain
Field. This is available on the Employment Information tab. Finnish users only.
Internal Address Line Find Results
Maintain
Summary
Field
Internal Location Find Results
Maintain
Summary
Field
Job Find Results
Find
Maintain
Summary
Field
Job Status Find Results
Maintain
Field. This is available on the Employment Information tab. Norwegian users only.
Jubilee Status Find Results
Maintain
Field. This is available on the Further Information tab. Danish users only.
Known As Find Results
Maintain
Summary
Field
Labour Union Member Find Results
Maintain
Summary
Field
Last Medical Test By Find Results
Maintain
Summary
Field
Last Medical Test Date Find Results
Maintain
Summary
Field
Last Name Find Results
Find
Maintain
Summary
Field
1st Last Name Maintain Field. Spanish users only.
2nd Last Name Maintain Field. Spanish users only.
Level Find Results
Maintain
Field. This is available on the Further Details tab. Finnish users only.
Load Picture Maintain Button that enables you to load a digitized picture of the person
Local Department Maintain Field. This is available on the Civil tab. Hungarian users only.
Local Sub Department Maintain Field. This is available on the Civil tab. Hungarian users only.
Local Unit Find Results
Maintain
Field. This is available on the Employment Information tab. Norwegian and Finnish users only.
Location Find Results
Find
Maintain
Summary
Field
Legal Employer Maintain Fields Available in the Employment Details tabbed region.
This field is available to Kuwaiti users only.
Legal Entity Find Results
Maintain
Field. This is available on the Employment Information tab. Danish users only.
Mailstop Find Results
Maintain
Summary
Field
Manager Find Results
Maintain
Summary
Field
Mandate Code Maintain Field. This is available on the Military tab. Hungarian users only.
Mandate Date Maintain Field. This is available on the Military tab. Hungarian users only.
Marital Status Find Results
Maintain
Summary
Field
Middle Names Find Results
Find
Maintain
Summary
Field
Mother's Maiden Name Maintain Field. Hungarian users only
Multiple Components Maintain Field
National Identifier Find Results
Find
Maintain
Summary
Field
NI Number Find Results
Maintain
Field. Norwegian users only.
NIF Number Maintain Field. Spanish users only
Nationality Find Results
Find
Maintain
Summary
Field
No Benefit Coverage Maintain Field
Normal Hours Find Results
Maintain
Summary
Field
Notice Period Length Maintain
Summary
Field
Notice Period Units Maintain
Summary
Dependent field. Used with Notice Period Length.
Notify Maintain
Summary
Field
Number of Credits Find Results
Maintain
Field. This is available on the Further Details tab. Norwegian users only.
NUS-2000 Code Find Results
Maintain
Field. This is available on the Further Details tab. Norwegian users only.
Office Number Find Results
Maintain
Summary
Field
On Military Service Find Results
Maintain
Summary
Field
Only Current Location Maintain
Summary
Field
Organization Find Results
Find
Maintain
Summary
Field
Organization Maintain Field. This is available on the Civil tab. Hungarian users only
Original Date Of Hire Maintain
Summary
Field
Pay Basis Find Results
Maintain
Summary
Salary frequency
Pay Proposal Attribute 1-20 Maintain
Summary
Segments from the Additional Salary Administration Details descriptive flexfield
Pay Proposal Attribute Category Maintain
Summary
Context for the Additional Salary Administration Details descriptive flexfield
Pay Proposal Attributes Popup Maintain
Summary
Popup window containing all segments for the Additional Salary Administration Details descriptive flexfield
Payroll Find Results
Find
Maintain
Summary
Field
Payroll Period Find Results
Maintain
Field. This is available on the Employment Information tab. Norwegian users only.
Pension Provider Find Results
Maintain
Field. This is available on the Employment Information tab. Danish users only.
People Group Find Field
People Group KeyFlex Popup Find Results
Maintain
Summary
Popup window containing all segments for the People Group key flexfield
People Group Segment 1-30 Find Results
Maintain
Summary
Segments from the People Group key flexfield
Performance Review Period Find Results
Maintain
Summary
Field
Performance Review Period Frequency Find Results
Maintain
Summary
Dependent field. Used with Performance Review Period.
Person Attribute 1-30 Maintain
Summary
Segments from the Additional Person Details descriptive flexfield
Person Attribute Category Maintain
Summary
Context for the Additional Person Details descriptive flexfield
Person Attributes Popup Maintain
Summary
Popup window containing all segments for the Additional Person Details descriptive flexfield
Person Effective End Date Find Results
Maintain
Summary
Field
Person Effective Start Date Find Results
Maintain
Summary
Field
Person Extra Information 1-30 Maintain Person extra information type
Person Extra Information Category Maintain Context for the Person extra information type
Person Information 1-30 Find Results
Maintain
Summary
Person developer descriptive flexfield. This will only contain records if they have been set up for your legislation.
Person Information Category Find Results
Maintain
Summary
Context for the Person developer descriptive flexfield.
Person Information Popup Find Results
Maintain
Summary
Popup window containing all segments for the Person developer descriptive flexfield.
Person Referred By Find Results
Maintain
Summary
Field
Person Type Find Results
Find
Maintain
Summary
Field
Personal ID Find Results
Maintain
Field. Finnish users only.
Personal Identity Number Maintain Field. This is available on the Employment tab. Hungarian users only
Personnel Group Find Results
Maintain
Field. This is available on the Employment Information tab. Finnish users only.
Pensioner Registration Number Maintain Field. This is available on the Employment tab. Hungarian users only
Phone Home Date From Maintain
Summary
Field
Phone Home Date To Maintain
Summary
Field
Phone Home Fax Date From Maintain
Summary
Field
Phone Home Fax Date To Maintain
Summary
Field
Phone Home Fax Number Maintain
Summary
Field
Phone Home Number Maintain
Summary
Field
Phone Mobile Date From Maintain
Summary
Field
Phone Mobile Date To Maintain
Summary
Field
Phone Mobile Number Maintain
Summary
Field
Phone Work Date From Maintain
Summary
Field
Phone Work Date To Maintain
Summary
Field
Phone Work Fax Date From Maintain
Summary
Field
Phone Work Fax Date To Maintain
Summary
Field
Phone Work Fax Number Maintain
Summary
Field
Phone Work Number Maintain
Summary
Field
Picture Maintain
Summary
Field
Placement Start Date Maintain
Summary
Start date for a contingent worker period of placement
Place of Birth Maintain Field. Hungarian users only.
Place of Residence Find Results
Maintain
Field. This is available on the Further Details tab. Finnish users only.
Position Find Results
Find
Maintain
Summary
Field
Position Maintain Field. This is available on the Civil tab. Hungarian users only
Postal Code Maintain
Summary
Field
Pre Name Adjunct Find Results
Maintain
Summary
Field
Previous Last Name Find Results
Maintain
Summary
Field
Primary Address Maintain Field
Primary Assignment Find Results
Maintain
Summary
This check box should always be set to display only when included in a template. When a user wants to change a secondary assignment to a primary they must use the Make Primary Assignment action.
Probation Period Find Results
Maintain
Summary
Field
Probation Unit Find Results
Maintain
Summary
Dependent field. Used with Probation Period.
Professional Category Maintain Field. Spanish users only.
Projected Hire Date Find Results
Find
Maintain
Summary
Field
Projected Placement End Date Maintain
Summary
Projected end date for a contingent worker period of placement
Project Title Find Results
Find
Maintain
Summary
Field
Proposed Salary Maintain
Summary
Field
Qualification Find Results
Maintain
Field. This is available on the Further Details tab. Norwegian and Finnish users only.
Rank Maintain Field. This is available on the Military tab. Hungarian users only
Reason Not Completed Maintain Field. This is available on the Military tab. Hungarian users only
Receipt Of Death Certificate Date Find Results
Summary
Field
Recruiter Find Results
Maintain
Summary
Field
Recruitment Activity Find Results
Find
Maintain
Summary
Field
Region 1-3 Maintain
Summary
Address regions
Regional Membership Find Results
Maintain
Field. This is available on the Further Details tab. Finnish users only.
Region of Birth Maintain
Summary
Field
Registered Disabled Find Results
Find
Maintain
Summary
Field
Rehire Reason Maintain
Summary
Field
Rehire Recommendation Find Results
Maintain
Summary
Field
Religion Maintain Field
This field is available to Saudi users only
Relocate Domestically Maintain
Summary
Field
Relocate Internationally Maintain
Summary
Field
Relocation Preference Maintain
Summary
Field
Reported Assignment Find Results
Maintain
Field. This is available on the Employment Information tab. Finnish users only.
Requisition Find Results
Find
Maintain
Summary
Field
Resume Exists Find Results
Maintain
Summary
Field
Resume Last Updated Find Results
Maintain
Summary
Field
Retirement Age Find Results
Maintain
Field. This is available on the Employment Information tab. Norwegian and Finnish users only.
Retirement Date Find Results
Maintain
Field. This is available on the Employment Information tab. Norwegian and Finnish users only.
Retirement Inquiry Sent Find Results
Maintain
Field. This is available on the Employment Information tab. Norwegian users only.
Salary Basis Find Results
Find
Maintain
Summary
Field
Salary Change Reason Maintain
Summary
Field
Salary Review Period Find Results
Maintain
Summary
Field
Salary Review Period Frequency Find Results
Maintain
Summary
Dependent field. Used with Salary Review Period.
Save As Find Button
Second Passport Exists Find Results
Maintain
Summary
Field
Secondary E-mail Find Results
Maintain
Field. This is available on the Further Details tab. Finnish users only.
Secure Find Check box
Ledger Maintain Field
Section Maintain Field. This is available on the Employment tab. Spanish users only.
Show Details Find
Summary
Button
Social Insurance/PHF Contribution Area Maintain Field. Chinese Users only.
Soft Coded KeyFlex Popup Find Results
Maintain
Summary
Popup window containing all segments for the soft coded legislation key flexfield.
Soft Coded Segment 1-30 Find Results
Maintain
Summary
The soft coded legislation key flexfield holds legislation specific information at the assignment level. The legislation of your Business Group determines which flexfield structure you see.
Social Security Code Maintain Field
Social Security Office Find Results
Maintain
Field. This is available on the Further Details tab. Norwegian users only.
Source Organization Find Results
Maintain
Summary
Field
Social Security Start Date Maintain Field. Hungarian users only
Social Security End Date Maintain Field. Hungarian users only
Service Completed Maintain Field. This is available on the Military tab. Hungarian users only
Service Start Date Maintain Field. This is available on the Military tab. Hungarian users only
Service End Date Maintain Field. This is available on the Military tab. Hungarian users only
Shift Work Find Results
Maintain
Field. This is available on the Employment Information tab. Norwegian users only.
Shift Work Type Find Results
Maintain
Field. This is available on the Employment Information tab. Finnish users only.
Shift Work Type Days Find Results
Maintain
Field. This is available on the Employment Information tab. Finnish users only.
Source Type Find Results
Maintain
Summary
Field
Social Security Number Maintain Fields available in the Employment Details tabbed region.
This field is available to Kuwaiti users only.
Special Ceiling Point Find Results
Maintain
Summary
Dependent field. Used with Special Ceiling Step.
Special Ceiling Step Find Results
Maintain
Summary
Field
Special Information Segment 1-30 Maintain Field
Special Information Type List Maintain Displays a drop-down list of special information types.
Special Title Maintain Field
Speed Dial Number Find Results
Maintain
Field. This is available on the Further Details tab. Finnish users only.
SSB Position Code Find Results
Maintain
Field. This is available on the Employment Information tab. Norwegian users only.
Start Date Find Results
Find
Maintain
Summary
Field
Student Status Find Results
Maintain
Summary
Field
Style Maintain
Summary
Address style
Sub Group    
Successful Maintain
Summary
Flag indicating whether an application was successful
Suffix Find Results
Maintain
Summary
Field
Supervisor Find Results
Find
Maintain
Summary
Field
Supplier ID For Assignment Find Results
Find
Maintain
Summary
Supplier ID information for a contingent worker
Supplier ID For Worker Find Results
Find
Maintain
Summary
Supplier ID information for a contingent worker
Supplier Name Find Results
Find
Maintain
Summary
Supplier name for contingent worker
System Person Type Find Results
Maintain
Field
System Status Find Results
Summary
Field
Tax Area Maintain Field. Chinese Users only.
Tax Effective End Date Maintain
Summary
Field
Tax Effective Start Date Maintain
Summary
Field
Tax Field 1-150 Maintain
Summary
Empty items to enable localization teams to configure legislation specific information, such as tax information.
Tax Identification Number Maintain Field. This is available on the Employment tab. Hungarian users only
Telephone Number 1-3 Maintain
Summary
Field
Termination Reason Maintain
Summary
Field
Time Normal Finish Find Results
Maintain
Summary
Field
Time Normal Start Find Results
Maintain
Summary
Field
Timeline Field Maintain Drop-down list that enables you to select what data is shown in the timeline
Timeline First Maintain Button
Timeline Last Maintain Button
Timeline Next Maintain Button
Timeline Previous Maintain Button
Title Find Results
Find
Maintain
Summary
Field
Town of Birth Maintain
Summary
Field
Town Or City Maintain
Summary
Field
Travel Required Maintain
Summary
Field
Unacceptable Country 1-3 Maintain
Summary
Countries in which the person does not want to work
Under 18 Approved Maintain Field. Spanish users only
Union Membership Find Results
Maintain
Field. This is available on the Employment Information tab. Danish users only.
Union Occupational Group   Field. This is available on the Employment Information tab. Finnish users only.
Uses Tobacco Find Results
Maintain
Summary
Field
Vacancy Find Results
Find
Maintain
Summary
Field
Visit Internationally Maintain
Summary
Field
Work Center Maintain Field. Spanish users only
Work Any Country Maintain
Summary
Field
Work Any Location Maintain
Summary
Field
Work Schedule Find Results
Maintain
Summary
Field
Work Title Find Results
Maintain
Field. This is available on the Employment Information tab. Norwegian users only.
Working Time Type Find Results
Maintain
Field. This is available on the Employment Information tab. Finnish users only.
     

Using the People Management Configurator

Use the People Management Configurator to create your own versions of the predefined People Management templates and design windows that match your business processes.

Note: You can also use CustomForm to configure certain windows, including the People Management template windows, by setting access restrictions.

See: Using CustomForm

To configure a template using the People Management Configurator:

  1. Write any formulas you require for the template. You can write formulas to:

  2. Open and make a copy of a predefined template using the People Management Configurator, or import an existing template.

    See: Opening and Copying a Template

    See: Importing a Template, Oracle HRMS Configuring, Reporting, and System Administration Guide

  3. Modify the template to your requirements. You can perform as many of the following tasks as you require to complete your template.

    See: Editing a Template

    See: Adding and Removing Fields on a Template

    See Adding Flexfields to a Template

    See: Defining Checklists

    See: Setting Defaults for Fields in Templates

    See: Setting Up Context-Sensitive Fields in Templates

    See: Setting Up DateTrack History on Fields in Templates

    See: Setting Up More Information on Fields in Templates

  4. Review the predefined notifications and create any required new ones using Oracle Workflow.

    See: Notification Messages Issued from Template Forms

  5. If appropriate, use CustomForm to restrict the information that appears in the template window, and the actions that users can perform.

    See: Configure a Window With CustomForm

  6. Create a form function for the new window, and add the window to a menu or task flow.

    See: Adding a People Management Window to a Menu or Task Flow

  7. Preview the form in the People Management Configurator to check properties such as field tabbing sequence and defaults. You can also check whether you are happy with the default position of task flow buttons. If not, you can reposition them in the People Management Configurator.

Opening and Copying a Template

You can use the predefined People Management templates as a basis for designing your own windows. You cannot edit the predefined templates directly, but you can make your own copy of any template and edit the copy. You can then always return to the original template if necessary.

Note: We also recommend that you set up templates in a test area. This avoids any security infringements when you run a template to view the windows you are designing. If the Security check box on the Find window is not selected, you can view summary information in the search results about all the people who meet your search criteria. This may include people outside your security profile.

To open and copy a template

  1. In the Navigator, open the People Management Configurator.

  2. In the Find Templates window, select the template you want to copy.

  3. Choose the Copy button.

  4. In the Copy Template window, enter the details for your new template in the Copy To section:

  5. Choose OK. In the Decision window that appears next, choose Yes.

    The Designer (People Management) window is displayed along with a representation of how the template window will appear to the user.

    To make changes to the template, see Editing a Template.

Editing a Template

You can edit a copy of a predefined template to design the layout and content of a People Management window. Use the People Management Configurator tool.

Note: You cannot edit the predefined templates directly. To make a copy of a predefined template to edit, see Opening and Copying a Template

To see a full list of the properties you can set for templates, windows, canvases, tab pages, and items, see: People Management Configurator Options.

To edit a template

  1. In the Find Template window, select the template you want to edit and choose Edit.

    The Designer window of the People Management Configurator tool is displayed, showing a navigation tree for the items on the template. When you select something in the navigator, its properties are shown in the bottom half of the window. A representation of each window in the template form as it will appear to the user is also displayed behind the Designer.

  2. Review the template properties and edit as required. Click in the Further Information field (a predefined descriptive flexfield) if you want to:

  3. Click the + symbol next to the template name (top node in the navigator) to expand the node and display Windows and Items.

  4. Expand Windows to display details of the windows in the template.

  5. Expand each window to display the canvases and tab pages it contains, then expand the canvases and tab pages to specify the properties of each.

    For example, you can specify the title, size, and position of the Summary window. You can choose which tab pages appear on the Maintenance window and specify the label and navigational direction (top to bottom or left to right) in the tabs.

    Note: If you make any changes to the properties of a window, canvas, tab, or item and do not want to save them, you can select Clear Record from the toolbar to reset the changes.

  6. To set up a checklist tab, see Defining Checklists.

  7. Expand Items to display all the fields and buttons that are used in the template. The window on which each item is displayed is shown in brackets.

  8. Select an item to view and update its properties. For example, you can move a field or change its prompt.

  9. To add fields that do not currently appear on the template, or remove fields from the template, see: Adding and Removing Fields on a Template.

  10. Save your work.

    Previewing Your New Window

  11. Choose Run Template from the Tools menu to see how the window will appear to your users, and to test task flow and right mouse menus.

    Important: Before you can preview your window, you must first enable the template and add the new window to a menu. We recommend that you preview your windows on a test database only, to avoid security infringements.

Adding and Removing Fields on a Template

For windows that have been designed using the People Management templates, you can choose to remove fields from the window if your users do not need them and you can add new fields if required.

For a full list of the fields, buttons and other items you can add to a template, see: Fields on the People Management Window.

Note: There is a distinction between removing a field from the template and removing a field from a window. If the field is on the template but hidden in the window, the field data is still active. Hidden fields, however, slow your performance so you should remove fields wherever possible. This procedure describes removing a field from the template so that its data is not used.

To add or remove a field from a template

  1. Open the template using the People Management Configurator tool.

    See: Editing a Template.

    The template windows are displayed along with the People Management Configurator tool.

    Adding a Field

  2. To add a field or other item that is not already in the template, expand the Items node, then right-click on Items and choose New from the right mouse menu.

    Tip: Add all your new fields in a consistent location, such as the top of the branch, to help you keep track of them. Choose Refresh from the right mouse menu when you want the system to place your new fields in their correct alphabetical position.

  3. Click on the list of values icon in the Item Name field to open the Item Names Find window. Search for the field you want to add or enter % to see the complete list.

  4. Select the field you want to add and choose OK.

    Your new field appears under Items in the navigator.

  5. Set the following properties:

    Note: If you make any changes to the properties of an item and do not want to save them, you can select Clear Record from the toolbar to reset the changes.

    You can choose to set other properties for the field. Refer to People Management Configurator Options for a complete description of all the properties.

    See also Adding Flexfields to a Template

    Removing a Field

  6. To remove a field or button from a template, right-click on the item in the navigator and choose Delete from the right mouse menu.

  7. Save your work.

Adding Flexfields to a Template

You can add individual segments of a flexfield to a template you create using the People Management Configurator, or you can add a popup window containing all the segments in a flexfield. For reasons of performance, it is recommended that you use a popup window if you have a large number of segments that you want to add to the window.

Note: You cannot add both individual flexfield segments and a popup window for the same flexfield structure on the same window.

To add individual flexfield segments to a template

  1. Open your template using the People Management Configurator.

    See: Editing a Template.

  2. Expand Items and locate the flexfield segment.

  3. Add the value item for the flexfield segment.

    See Adding and Removing Items on a Template

  4. If the user will be selecting the value for the segment from a value set, enter the meaning item so that the longer description is also displayed.

    Note: It is your responsibility to ensure that you enter all flexfield segments required by your configuration. If you omit flexfields that you have defined as mandatory, the user will be unable to save records.

To add a popup flexfield window to a template

  1. Open your template using the People Management Configurator.

    See: Editing a Template.

  2. Expand Items and locate the flexfield items.

  3. If you have previously added individual segments of the flexfield to the template, you must first remove all of them. Right-click on each segment of the flexfield and choose Delete from the right mouse menu.

    See Adding and Removing Items on a Template

  4. Add the Flexfield Name Popup item to the window. This adds a popup window containing all of the flexfield segments.

  5. Save your work

Defining Checklists

A checklist is a list of user actions related to people management and recruitment, such as "Check References" and "Reimburse Expenses". Against each check item, users can record a status, date due, date achieved, and any notes. The checklists are for user reference only; they do not perform any actions.

Checklists can appear on tabs of template forms: on the Summary window, Maintenance window, or both. These tabs are configurable. You specify which check items are displayed, and which fields are available for entry. There is a limit of ten check items on a tab.

There is also a Checklist window, which you can include in task flows from other windows, such as the People window. The Checklist window is not configurable. On this window, users can select any checklist item that you have defined.

To define checklist items and statuses

  1. Open the Application Utilities Lookups window.

  2. Query the lookup CHECKLIST_ITEM.

  3. Enter the code, meaning, and optionally a description for each checklist item you want to define.

  4. Save your work.

  5. Query the lookup CHECKLIST_STATUS.

  6. Enter the code, meaning, and optionally a description for each checklist status you want to define.

  7. Save your work.

To define a checklist

  1. Open your template using the People Management Configurator.

    See: Editing a Template.

  2. Expand Windows, expand the window on which you want to place the checklist, expand the Tab Pages node, and select the Checklist tab.

  3. Enter properties for the Checklist tab, including the tab label.

    For a list of the properties you can change for a tab page, see People Management Configurator Options.

  4. Expand Items and find Checklist 1 Item Code (Maintain) or Checklist 1 Item Code (Summary), depending which window is to include the checklist. If this item does not appear in the items list, you need to add it.

    See: Adding and Removing Fields on a Template.

  5. Enter properties for this item.

    To provide a default check item in this field, enter the appropriate lookup meaning in the Default Value property. You must enter the meaning exactly as you typed it in the Application Utilities Lookups window. If you want to prevent users from selecting other check items in this field, set the Insert Allowed property to No.

  6. Save your work.

  7. To specify the fields that accompany this check item in the checklist, find the following items. If they do not appear under Items, you can add them. If they appear and you do not want them on your checklist, you can remove them.

  8. Repeat steps 4 to 7 to add up to ten checklist items to your template, using the items Checklist 2 Item Code through Checklist 10 Item Code.

Setting Defaults for Fields in Templates

The templates enable you to default values in many fields.

See Default Values in Template Fields

To set a default for a field

  1. Open the template using the People Management Configurator tool.

    See: Editing a Template.

  2. In the People Management Configurator navigator, expand Items and select the field for which you want to set a default.

    See: Fields on the People Management Window for a full list of all the available fields.

  3. In the Properties section, enter a default value for the field in the Default Value field. There is no list of values available, so you must be careful to type the value exactly as it should appear.

    You can also choose not to display the field on the window even though you have set a default value.

  4. If you want to hide the field set the Visible Field to No.

  5. Save your work.

Setting Up Context-Sensitive Fields In Templates

You can set up fields that are context-sensitive in your templates using the People Management Configurator tool. You can use the following contexts:

Note: If a segment is not defined for a particular structure or context in the flexfield definition, it does not appear on the form even if you set it up for that context in the People Management Configurator.

To set up a context-sensitive field

  1. Open your template using the People Management Configurator.

    See: Editing a Template.

  2. In the navigator, expand Items and find the field that you want to make context-sensitive.

  3. Set the properties for the default field. You may want to hide the default field so that it only appears in the contexts that you define.

  4. Expand the field, right click on Contexts, and choose New from the right mouse menu. You set up a 'child' context field for each context in which you want the field displayed.

  5. In the Properties section, select a value in the Context Type field: Descriptive Flexfield, Key Flexfield, or QuickHire Person Type.

  6. In the window that displays, enter the context in which this field should display and choose OK.

    For a descriptive flexfield, select the Application, Title, and Context. For example, this could be Oracle Human Resources, Personal Address Details, and United Kingdom respectively. For a key flexfield, select the Application, Title, and Structure. For a QuickHire Person Type, select the person type.

  7. Choose the tab you want the field displayed on for this context and set any other properties, such as position or tool tip text.

  8. Repeat steps 4 to 7 for each context in which this field should display.

  9. Save your work.

Setting Up DateTrack History on Fields in Templates

You can set up DateTrack History for datetracked and dated fields on a template. This has two effects:

To set up DateTrack History on a field

  1. Open your template using the People Management Configurator.

    See: Editing a Template.

  2. Expand Items and find the field.

  3. Select the flexfield [ ] at the bottom of the Properties section.

  4. Enter Yes in the DateTrack History field.

  5. Save your work.

Setting Up More Information on Fields in Templates

You can set up more information to be available to users on each of the fields you include in a template using Oracle FastFormula. The user can right-click in a field and choose a prompt that you specify. For example, you might want to enable the display of a supervisor's email address from the Supervisor field. From the Job field, you might show the normal working conditions for the job.

For examples of how you can set up more information see the Supervisor and Position fields in the predefined Hiring Applicants and Maintaining Employees templates.

To set up more information on a field

  1. Open your template using the People Management Configurator.

    See: Editing a Template.

  2. Expand Items and select the field for which you want to set up more information.

  3. Enter a formula name in the Information Formula field.

    You create the formula using Oracle FastFormula.

    See: Writing Formulas for Templates, Oracle HRMS FastFormula User Guide.

  4. Enter a label explaining the information available in the Information Prompt field. This prompt is displayed in the right mouse menu when a user right-clicks on the field.

  5. Enter up to five inputs for the formula in the Information Formula Parameter Fields.

  6. Save your work.

Adding a People Management Template Window to a Menu or Task Flow

When you create your own version of a window using the People Management Configurator, you need to add your new window to a menu or task flow so that users can access it.

To create a function for a window

  1. You must define a function to call the window. When you define the form function, use parameters to specify the template name, and, if necessary, the customization name and task flow name (separate the parameters by spaces). For example:

    Function: PERWSQHM_CUSTOM_MAINTAIN_EMPS

    Parameters: TEMPLATE_NAME="PER_MAINTAIN_EMPS" HR_CUSTOMIZATION="MedicalSIT" WORKFLOW_NAME="EMP_DEVELOPMENT"

    For a description of the HRMS parameters you can use when you define functions, see: Using Parameters for HRMS Form Functions.

    Adding a window to a menu:

  2. You can add the function to any menu.

    For more information about adding your configured window to a menu see: Menus Window, Oracle Applications System Administrator's Guide

    Adding a window to a task flow:

  3. You can create a new task flow for the window. People Management windows must always be the first window in the task flow.

    See: Define Task Flows

    Note: If you want to use a version of the People Management window that you have restricted using CustomForm in a task flow, you must first define a new task flow node and then define a menu function to call the task flow.

    See: Adding a Custom Window to a Menu or Task Flow

Restrict Windows Using Customform

CustomForm

Many of the standard Oracle HRMS windows are multipurpose. For example, in the People windows, you can enter or view details of employees, applicants, contingent workers, contacts, or other person types that you have defined. In the Element Entries window, you can make entries for all the elements you have defined.

You might prefer to have multiple versions of these windows, each version being used for just one purpose. This approach restricts the list of values on certain fields and therefore provides for faster data entry. It also enables you to limit access to certain types of information.

For example, you might create a customized version of the View Element Entry History for Employee window that does not display the earnings elements representing salary, Thrift Savings Plan (TSP), Awards bonus, and commission. Most users' menus would only give them access to this customized version of the window. For the small group of people authorized to view salary, TSP, Awards bonus, and commission figures, your system administrator can define a menu function to allow access to the uncustomized form.

You can do this using CustomForm.

Restricting Access to People Management Templates

When you create a people management template using the People Management Configurator (see People Management Configurator) you can specify whether the template handles employees, applicants, contingent workers or a combination of all three. This is a quick way to restrict your template windows by system person type. If you need to restrict the template windows by user person type, you can use CustomForm to create a restricted version of your template.

Important: Make sure that the criteria you enter in the Form Customization window do not conflict with any restrictions you put on the template using the People Management Configurator. For example, if you restrict the template to Applicants Only in the People Management Configurator then create a version that only handles the user person type Graduate Intake (a type of employee), users will not be able to find any people using the template.

You can also use CustomForm to restrict People Management templates in other ways. You can restrict the special information types, extra information types, actions, and notifications that are available from your templates. You can also control the fields available for searching and the new records (applicant, employee, contingent worker, assignment or application) that users can create using the templates.

Windows you can Restrict using CustomForm

You can use CustomForm to restrict the information available in the windows listed in the table below. We also identify the criteria you can use to restrict access to information.

Form Restrict By Values
Adjust Balance: (Oracle Payroll form) Element Set User defined
Adjust Balance: (Oracle Payroll form) Element Processing Type Recurring, Nonrecurring
Assignment Folder Person Type User defined
Element Entries Element Set User defined
Element Entries Element Processing Type Recurring, Nonrecurring
Element Entries Entry Type Override
Event Bookings Employee or Applicant Employee, Applicant
Extra Assignment Information Extra Information Type User defined
Extra Element Information Extra Information Type User defined
Extra Job Information Extra Information Type User defined
Extra Location Information Extra Information Type User defined
Extra People Information Extra Information Type User defined
Extra Position Information Extra Information Type User defined
List Employees by Element Element Set User defined
List Employees by Element Element Processing Type Recurring, Nonrecurring
List People by Special Information Employee or Applicant Employee, Applicant
List People by Special Information Special Information Type User defined
List People by Special Information Person Type User defined
Organization Organization Classification List of Organization Classifications
Payroll and Assignment Processes: (Oracle Payroll form) Action Type List of Action Types (e.g. Run, Pre-payments, Reversal)
People Folder Person Type User defined
People (PERWSEPI), People and Assignment (PERWSHRG): (Enter Personal Information) Person Action User defined
People (PERWSEPI), People and Assignment (PERWSHRG): (Enter Personal Information) Person Function User defined
People (PERWSEPI), People and Assignment (PERWSHRG): (Enter Personal Information) Person Type User defined
People Management Person Type User defined
People Management Special Information Type User defined, and some may be predefined
People Management People Extra Information Type User defined, and some may be predefined
People Management Assignment Extra Information Type User defined, and some may be predefined
People Management Actions List of available actions such as Hire Applicant
People Management Workflow Notifications Notifications defined in workflow; some predefined, you can add others
People Management New Objects New Applicant, New Employee, New Application, New Assignment
Position Occupancy Folder Employee or Applicant Employee, Applicant
Run QuickPaint Report QuickPaint Inquiry User defined
Run QuickPaint Report Person Type User defined
Run QuickPaint Report Assignments Assignment Sets, Assignments
Special Information Special Information Type User defined
Table Values: (Define User Values) Table Name User defined
View Element Entry History for Employee Element Set User defined
View Element Entry History for Employee Element Processing Type Recurring, Nonrecurring

Types of Data Restrictions

You can restrict the information that appears in a customized window by the following sorts of criteria:

Important: When you use a standard window, all types of information are available. When you use a configured version, you can only see the types of information that were selected on the Form Customization window. However, there is one exception. When you restrict the People Management window by Advanced Find Item, you can search in the configured version of the window on all Find items except the ones you selected on the Form Customization window.

If you want to restrict the data by a user defined information type, you must create it first:

Using the Include and Exclude Restrictions

With selected restriction types, you can choose to include or exclude specific types. This is currently only possible with the Person Type restriction. In this case, the system checks whether any of the person types assigned to a person match any of the person types included or excluded using the Person Type restriction.

The different scenarios are best illustrated using examples. In each case, the employee has the person types of Employee and Applicant.

Scenario 1
Included Person Type Excluded Person Type
Employee  

Result: The employee is visible in the form. In this case, all persons with the person type of Employee are visible.

Scenario 2
Included Person Type Excluded Person Type
  Employee

Result: The employee is not visible in the form. In this case, all persons with the person type of Employee are excluded and all other persons are visible.

Scenario 3
Included Person Type Excluded Person Type
Employee Applicant

Result: The employee is not visible in the form. Even though the employee has the Person Type of Employee, which is included according to the restriction, the Excluded Person Type of Applicant takes priority over the Included Person Type and the employee is not visible in the form.

Note: It is not possible to include and exclude the same person type.

Using CustomForm

Use CustomForm to configure a certain set of windows by setting restrictions in them. For example, you can use CustomForm to restrict the elements that users can enter using the Element Entries window.

You can also use the People Management Configurator to modify predefined templates and create windows that match your business processes.

See: Using the People Management Configurator

To configure a window using CustomForm:

  1. If you are restricting the information that appears in the configured window by a user defined entity (such as an element set, person type, special information type, or QuickPaint report), ensure that this entity is already defined.

    See: Types of Data Restriction, Oracle HRMS Configuring, Reporting, and System Administration Guide

  2. Define a configured version of the window using the Form Customization window.

    See: Configuring a Window With CustomForm

  3. Add the new window to a menu or task flow.

    See: Adding a Configured Window to a Menu or Task Flow

Configuring a Window With CustomForm

You can define your own versions of templates and some standard windows in the Form Customization window.

See: List of Configurable Windows, Oracle HRMS Configuring, Reporting, and System Administration Guide

Note: If you want to restrict access to query-only for a window, you do not need to create a separate version. Instead you create a new form function, setting the QUERY_ONLY parameter to YES.

See: Restricting Access to Query-only Mode

To define restrictions for a window

  1. Select the name of the window in the Form to be customized field.

  2. Enter the name of your new version in the Name field. This name is used when defining menus but it is not seen by users.

  3. Select Enabled if you want the restrictions to come into effect. If you do not select this option, the configured version of the window behaves the same way as the standard version.

  4. Enter the titles to appear in the new version of the window:

    Note: If you are configuring a template, the titles entered for the template in the People Management Configurator window override those entered here.

  5. Save your new version.

  6. In the Restrictions block, select the Type and Value of the restrictions you want to define. The types and values available depend on the window you are configuring.

    Note: If you are using the Person Type restriction, you can choose whether to include or exclude the selected person type using the available radio buttons. If you select any other type of restriction, the radio button is automatically set to Include.

Adding a Custom Window to a Menu or Task Flow

When you create a restricted version of a window using CustomForm, you need to add your new window to a menu or task flow so that users can access it.

Adding custom windows

  1. If you want to add the custom window to a task flow, you must create a Task Flow Node for it.

    See: Define Task Flow Nodes

  2. If the window is called directly from the Navigator window, you must define a menu function to call the custom version of the window. You can add the function to any menu.

    For a description of the HRMS parameters you can use when you define functions, see: Using Parameters for HRMS Form Functions.

    Note: If you want to use a custom version of the People window, People Folder, or Assignment Folder to start a task flow, you should define a new task flow node and then define a menu function to call the task flow.

    For more information about adding your custom window to a menu see: Menus Window, Oracle E-Business Suite Developer's Guide

Additional Configuration Options

Additional Configuration Options

There are some additional configuration options that your organization may need to set up, depending on the requirements of your system. These include:

Setting Up Your Printers

To run reports in Oracle HRMS, you need to associate the following predefined print styles with your printer driver:

Note: XX represents your country code, such as ZA.

You do this using the Printer Types window.

See: Setting Up Your Printers, Oracle Applications Systems Administrator's Guide.

Examples of Printer Driver and Printer Types

Example postscript printer driver (HP LaserJet 4000)

Driver Name: A4PS
User Driver: A4 POSTSCRIPT
SRW Driver: A
Driver Method: Command
Arguments: lp -d$PROFILES$.PRINTER -n$PROFILES$.CONC_COPIES -t"$PROFILES$.TITLE" $PROFILES$.FILENAME

Table 1-6 Example of the South African cheque printer driver (HP LaserJet 4000)

Driver Name: A4CHEQUE
User Driver: A4 CHEQUE
SRW Driver: HPA
Driver Method: Select Command
Arguments: lp -d$PROFILES$.PRINTER -n$PROFILES$.CONC_COPIES -t"$PROFILES$.TITLE" $PROFILES$.FILENAME
Initialization: /eE/e(s0P/e&l0O/e&l8D/e&l26A/e&k2S/e(8U/e(s0p12h0s0b4099T/e&l25E
Reset: /eE/000

Example Printer Type (HP LaserJet 4000)

Style Driver Name
PS Landscape A4PS
PS Portrait A4PS
Cheque A4CHEQUE

What is International HRMS?

International HRMS is a set of standard data categories that provide the foundation for a localized version of HRMS. You can use International HRMS to set up a localized version of HRMS, provided that your localization is not already supported.

You are not obliged to use International HRMS to set up localized data. If you prefer, you can set your own localization by following a series of manual steps. However, the advantages of using International HRMS to set up a localization are:

International HRMS is also updated regularly. For example, features such as the Costing of Payment process and Cheque/Check Writer (Generic) are included in International HRMS. This means that when you use International HRMS to begin setting up a localization, you already have access to some of the latest features delivered in Oracle HRMS.

How Do You Use International HRMS to Create a Localization?

You apply hrglobal and then run the concurrent program International HRMS Setup. For further details of the exact sequence.

What is Included in International HRMS

International HRMS includes all of the following data definitions:

Legislation Rules

This legislation rule is supplied with International HRMS Phase 1:

legislation_rule
(p_legislation_code => p_legislation code
,p rule_type	=> 'E'
,p rule_mode	=> 'ZZ Bank Details'

Element Classifications

These element classifications are supplied with International HRMS Phase 1:

Routes

The only route available with International HRMS Phase 1 is Global Payments.

Balance Dimensions

The only balance dimension available with International HRMS Phase 1 is Payments.

Balances

The only balance available with International HRMS Phase 1 is Total Payments.

Overview: Using International HRMS to Define a Localization

You apply International HRMS standard data by following this sequence:

  1. Install HRMS

  2. Apply patch 2574811 to provide the standard set of data categories needed in every legislation

  3. Run hrglobal

  4. Apply patch 2574861 to provide a translated set of data for the particular legislation that you are installing

  5. Run the concurrent program International HRMS Setup.

See: Running the International HRMS Setup Process

Enabling Currencies

Oracle HRMS enables you to use multiple currencies for entering information about employee compensation and benefits. You can also record your payment methods to employees in different currencies.

For example, if you have employees living and working temporarily in other countries, you might want to record specific earnings or deductions for these employees in local currencies. You might also want to pay these employees a fixed amount into a bank account in their home currency. The remainder you would pay in a local currency.

Your startup data includes the definitions of all world currencies. These definitions are shared by all Oracle Applications and are controlled by the system administrator responsibility. You enable those currencies you want to use in the Currencies window.

Note: You must enable at least one currency as the default currency for all information related to money in your system. This default is known as your Business Group currency.

To enable a currency

  1. Query the currency you want to enable and check the Enabled check box. Save your choice to enable the currency.

    You can never delete a currency, but you can disable it.

To disable a currency

  1. Uncheck Enabled, or enter an End Date for the currency.

Running the International HRMS Setup Process

Use the International HRMS Setup process to apply a standard set of data when you are installing a legislation that is not currently supported. You do this after you have:

  1. Installed HRMS

  2. Applied patch 2574811

  3. Run hrglobal

  4. Applied patch 2574861

You run the International HRMS Setup process from the Submit Requests window.

To run the International HRMS setup process

  1. Enter your legislation. You can only do this for a legislation that is not currently supported.

  2. Enter the currency for your legislation.

  3. Enter the Tax Year Start Date.

  4. Decide whether you want to use tax units.

  5. Choose OK, and then submit your process.

    This creates a legislation with the name, default currency, and tax year details that you specify. When you have completed these setup steps you can then add specific data for your legislation.

Using the Person Name Format Function

The person name format function enables you to specify how a person's name is returned in custom applications or reports etc. You use tokens to specify the format in which you want to see the name. You can call the function in various ways, including PL/SQL, SQL etc.

Note: This function cannot be used to format how names are displayed in windows in the application.

The tokens that you can use are as follows:

A series of tokens are passed into the routine and the formatted name is returned.

If the date being passed to the routine is null then the system date is used. Likewise if the format being passed is null then the full_name is returned. If the person_id used is not valid, then an error is raised.

SQL Example 1

You can use a profile to define the name format you required. This ensures that all your reports or customizations to retrieve the name uniformly. If you then decide to change the profile value, the change is reflected everywhere you use the profile value as one of the parameters.

If you create a new profile called XX_NAME and assign the value $FI.$LA to it, you can use the following SQL to retrieve the name of person with the ID 972:

SQL> select hr_person_name.get_person_name(972,null,fnd_profile.value('XX_NAME')) from dual;

This returns the name in the format: Antonio.Bortoliero

SQL Example 2

The following example shows how to use the new function to retrieve the same person's name as of two days before the current system date:

SQL> select hr_person_name.get_person_name(972,sysdate-2,'$FI.$MI.$TI') name from dual;

This returns the name in the format: Antonio.D.Doctor

PL/SQL Example

The following shows a simple PLSQL use of the function:

declare
   l_name varchar2(2000);
begin
   l_name := hr_person_name.get_person_name
                     (p_person_id        => 972,
                      p_date             => trunc(sysdate),
                      p_format           => '$FI.$LA');
end;

In this example l_name would contain the name in the format 'Antonio.Bortoliero'.