Oracle HR Foundation

Oracle HR Foundation

Oracle HR Foundation provides a restricted set of responsibilities and database objects to carry out selected HR tasks. Users of non-HRMS applications, for example, Oracle Projects, often use the Oracle HR Foundation responsibility to gain access to HR functionality.

For information on the database objects and menus available in HR Foundation, see:

Requirements

What is HR Foundation?

HR Foundation is a responsibility available for bundling with specified Oracle Applications. In order to further applications integration, Oracle HR has delivered a responsibility which groups together a set of Forms which can be used by other Oracle Applications. This functionality delivers more processes than the current Shared HR facility, and so makes more shared processes available for use. Examples include competency management.

Working with HR Foundation

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 . 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

This topic lists APIs supported for HR Foundation. HR Foundation users can only use restricted parameters in some APIs. See:APIs to Which Restrictions Apply for HR Foundation

List of APIs Supported for HR Foundation

The following table shows the APIs delivered with Oracle HR Foundation.

Important: Legislation WW = All Legislations

API Name Technical Name File Name Business Process Description User Hooks Legislation Data Pump
HR Competence Element API HR_COMPETENCE_ELEMENT_API pecelapi.pkh create_competence_element Creates a competence element Yes WW Yes
      update_competence_element Updates competence element details Yes WW No
      delete_competence_element Deletes a competence element Yes WW No
      update_personal_comp_element Updates a personal competence element Yes WW No
HR Competences API HR_COMPETENCES_API pecpnapi.pkh create_competence Creates a competence Yes WW Yes
      update_competence Updates a competence Yes WW Yes
      delete_competence Deletes a competence Yes WW No
HR Employee API HR_EMPLOYEE_API peempapi.pkh create_employee Creates a new employee Yes WW Yes
      re_hire_ex_employee Hires an ex-employee as an employee Yes WW Yes
HR Location API HR_LOCATION_API hrlocapi.pkh create_location Creates locations Yes WW Yes
      update_location Updates the details of a location Yes WW Yes
      delete_location Deletes a location Yes WW No
HR Organization API HR_ORGANIZATION_API hrorgapi.pkh create_organization Creates a new organization within the scope of an existing business group Yes WW Yes
      update_organization Updates an existing organization Yes WW Yes
      delete_organization Deletes an organization Yes WW No
      create_org_classification Creates an organization classification for an existing organization Yes WW Yes
      enable_org_classification Enables the classification of an organization Yes WW No
      disable_org_classification Disables the classification of an organization Yes WW No
      create_org_information Creates organization information Yes WW Yes
      create_org_manager Creates cost center manager information Yes WW No
      update_org_information Updates an information type of an organization Yes WW No
      update_org_manager Updates an organization manager relationship Yes WW No
      delete_org_manager Deletes an organization manager relationship Yes WW No
      create_business_group Creates a business group Yes WW Yes
      create_operating_unit Creates a new operating unit within an existing business group Yes WW No
      update_operating_unit Updates a new operating unit starting with an existing business group Yes WW No
      create_legal_entity Creates an organization with a classification of legal entity Yes WW No
      create_bgr_classif Creates a new classification for an existing business group, namely operating unit and legal entity accounting Yes WW No
      create_legal_entity_classif Creates a legal entity classification for an existing organization and populates information type data Yes WW No
      create_oper_unit_classif Creates an operating unit classification for an existing organization Yes WW No
      trans_org_name Translates an organization name Yes WW No
HR Person Address API HR_PERSON_ADDRESS_API peaddapi.pkh create_person_address Creates a new address for a given person Yes WW Yes
      update_person_address Updates a particular address for a given person Yes WW Yes
      create_job_group Creates a job group Yes WW Yes
      update_job_group Updates a job group Yes WW Yes
      delete_job_group Deletes a job group Yes WW No
HR Job API HR_JOB_API pejobapi.pkh create_job Creates a job in the specified business group Yes WW Yes
HR Phone API HR_PHONE_API pephnapi.pkh create_phone Creates a phone record Yes WW Yes
      update_phone Updates the phone record for a person Yes WW Yes
      delete_phone Deletes a phone record Yes WW No
HR Position API HR_POSITION_API peposapi.pkh create_position Creates a position that is a specific occurrence of a job within an organization Yes WW Yes
      update_position Updates a position Yes WW Yes
      delete_position Deletes a position Yes WW Yes
HR Person API HR_PERSON_API peperapi.pkh update_person Updates person information Yes WW Yes
HR Assignment API HR_ASSIGNMENT_API peasgapi.pkh update_emp_asg Updates employee assignment details that do not affect entitlement to element entries Yes WW Yes
      update_emp_asg_criteria Updates attributes of an employee assignment that affects the entitlement criteria for any element entry Yes WW Yes
      update_cwk_asg Updates a contingent worker assignment Yes WW No
      update_cwk_asg_criteria Updates attributes of a contingent worker assignment that may affect the entitlement to element entries Yes WW No
HR Ex-Employee API HR_EX_EMPLOYEE_API peexeapi.pkh actual_termination_emp Terminates an employee Yes WW Yes
      final_process_emp Set the final process date for a terminated employee Yes WW Yes
HR Grade API HR_GRADE_API pegrdapi.pkh create_grade Creates a grade Yes WW Yes
      update_grade Updates a grade Yes WW No
      delete_grade Deletes a grade Yes WW Yes
HR Contingent Worker API HR_CONTINGENT_WORKER_API pecwkapi.pkh create_cwk Creates a new contingent worker Yes WW No
      convert_to_cwk Converts an existing person to a contingent worker Yes WW No
      terminate_placement Terminates a contingent worker Yes WW No
      reverse_terminate_placement Reverses a contingent worker termination Yes WW No
HR Rating Scales API HR_RATING_SCALES_API perscapi.pkh create_rating_scale Creates a rating scale Yes WW Yes
      update_rating_scale Updates a rating scale Yes WW Yes
      delete_rating_scale Deletes a rating scale Yes WW No
HR Rating Levels API HR_RATING_LEVELS_API pertlapi.pkh create_rating_level Creates a rating level Yes WW Yes
      update_rating_level Updates a rating level Yes WW Yes
      delete_rating_level Deletes a rating level Yes WW No
HR Qualification Type API HR_QUALIFICATION_TYPE_API peeqtapi.pkh create_qualification_type Creates a qualification type Yes WW Yes
      update_qualification_type Updates a qualification type Yes WW Yes
      delete_qualification_type Deletes a qualification type Yes WW No
HR Change Start Date API HR_CHANGE_START_DATE_API pehirapi.pkh update_start_date Changes the start date of an employee or contingent worker Yes WW No
HR Hierarchy Element API HR_HIERARCHY_ELEMENT_API peoseapi.pkh create_hierarchy_element Creates an organization hierarchy element record Yes WW Yes
      update_hierarchy_element Updates an organization hierarchy element record Yes WW No
      delete_hierarchy_element Deletes an organization hierarchy element Yes WW No
HR Position Hierarchy Element API HR_POS_HIERARCHY_ELE_API pepseapi.pkh create_pos_hierarchy_ele Creates position hierarchy elements Yes WW No
      update_pos_hierarchy_ele Updates a parent to a new child or a child to a new parent Yes WW No
      delete_pos_hierarchy_ele Deletes a position hierarchy element Yes WW No
HR Competence Outcome API HR_COMPETENCE_OUTCOME_API pecpoapi.pkh create_outcome Creates a competence outcome Yes WW Yes
      update_outcome Updates a competence outcome Yes WW Yes
      delete_outcome Deletes a competence outcome Yes WW No

APIs to Which Restrictions Apply for HR Foundation

The following table includes APIs with a list of restricted parameters that you can use for each API. For APIs that are not part of this restricted list, you use all parameters.

API Name Technical Name File Name Business Process Special Instructions Parameters
HR Employee API HR_EMPLOYEE_API peempapi.pkh create_employee None P_VALIDATE P_HIRE_DATE P_BUSINESS_GROUP_ID P_LAST_NAME P_PREVIOUS_LAST_NAME P_MAILSTOP P_OFFICE_NUMBER P_INTERNAL_LOCATION P_CORRESPONDENCE_LANGUAGE P_KNOWN_AS P_SEX P_DATE_OF_BIRTH P_EMAIL_ADDRESS P_EMPLOYEE_NUMBER P_EXPENSE_CHECK_SEND_TO_ADDRESS P_FIRST_NAME P_MIDDLE_NAMES P_NATIONAL_IDENTIFIER P_TITLE P_ATTRIBUTE_CATEGORY P_ATTRIBUTE1-30 P_BACKGROUND_CHECK_STATUS P_BACKGROUND_DATE_CHECK P_BLOOD_TYPE P_HONORS P_LAST_MEDICAL_TEST_BY P_LAST_MEDICAL_TEST_DATE P_PERSON_TYPE_ID P_ON_MILITARY_SERVICE P_PRE_NAME_ADJUNCT P_RESUME_EXISTS P_RESUME_LAST_UPDATED P_SECOND_PASSPORT_EXISTS P_DATE_EMPLOYEE_DATA_VERIFIED P_NATIONALITY P_REGISTERED_DISABLED_FLAG P_STUDENT_STATUS P_WORK_SCHEDULE P_SUFFIX P_TOWN_OF_BIRTH P_REGION_OF_BIRTH P_COUNTRY_OF_BIRTH P_MARITAL_STATUS P_USES_TOBACCO_FLAG P_DPDNT_ADOPTION_DATE P_DPDNT_VLNTRY_SVCE_FLAG P_ORIGINAL_DATE_OF_HIRE
      re_hire_ex_employee None P_VALIDATE P_HIRE_DATE P_PERSON_ID P_OBJECT_VERSION_NUMBER P_REHIRE_REASON P_PERSON_TYPE_ID
HR Contingent Worker API HR_CONTINGENT_WORKER_API pecwkapi.pkh create_cwk None P_VALIDATE P_BUSINESS_GROUP_ID P_LAST_NAME P_EMAIL_ADDRESS P_NPW_NUMBER P_FIRST_NAME P_MIDDLE_NAMES P_PREVIOUS_LAST_NAME P_MAILSTOP P_TITLE P_KNOWN_AS P_START_DATE P_SEX P_DATE_OF_BIRTH P_NATIONAL_IDENTIFIER P_OFFICE_NUMBER P_INTERNAL_LOCATION P_CORRESPONDENCE_LANGUAGE P_ATTRIBUTE_CATEGORY P_ATTRIBUTE1-30 P_PERSON_TYPE_ID P_BACKGROUND_CHECK_STATUS P_BACKGROUND_DATE_CHECK P_BLOOD_TYPE P_COUNTRY_OF_BIRTH P_DPDNT_VLNTRY_SVCE_FLAG P_HONORS P_LAST_MEDICAL_TEST_DATE P_MARITAL_STATUS P_NATIONALITY P_ON_MILITARY_SERVICE P_PRE_NAME_ADJUNCT P_REGION_OF_BIRTH P_REGISTERED_DISABLED_FLAG P_RESUME_EXISTS P_RESUME_LAST_UPDATED P_TOWN_OF_BIRTH P_USES_TOBACCO_FLAG P_WORK_SCHEDULE P_SECOND_PASSPORT_EXISTS P_STUDENT_STATUS P_SUFFIX P_DPDNT_ADOPTION_DATE P_LAST_MEDICAL_TEST_BY P_EXP_CHECK_SEND_TO_ADDRESS P_DATE_EMPLOYEE_DATA_VERIFIED P_HOLD_APPLICANT_DATE_UNTIL P_ORIGINAL_DATE_OF_HIRE
      convert_to_cwk The parameter P_EFFECTIVE_DATE must be set to the system date.
The parameter P_DATETRACK_UPDATE_MODE must be set to CORRECTION.
P_VALIDATE P_EFFECTIVE_DATE P_PERSON_ID P_OBJECT_VERSION_NUMBER P_NPW_NUMBER P_PERSON_TYPE_ID P_DATETRACK_UPDATE_MODE
      terminate_placement The parameter P_EFFECTIVE_DATE must be set to the system date.
The parameters P_FINAL_PROCESS_DATE and P_LAST_STANDARD_DATE must be set to the same date as the parameter P_ACTUAL_TERMINATION_DATE.
P_EFFECTIVE_DATE P_VALIDATE P_FINAL_PROCESS_DATE P_LAST_STANDARD_PROCESS_DATE P_PERSON_ID P_DATE_START P_OBJECT_VERSION_NUMBER P_ACTUAL_TERMINATION_DATE P_PERSON_TYPE_ID P_ASSIGNMENT_STATUS_TYPE_ID P_TERMINATION_REASON P_ATTRIBUTE_CATEGORY P_ATTRIBUTE_1-30
      reverse_terminate_placement None P_VALIDATE P_PERSON_ID P_ACTUAL_TERMINATION_DATE P_CLEAR_DETAILS
HR Person API HR_PERSON_API peperapi.pkh update_person The parameter P_EFFECTIVE_DATEmust be set to the system date.
The parameter P_DATETRACK_UPDATE_MODE must be set to CORRECTION.
P_EFFECTIVE_DATE P_DATETRACK_UPDATE_MODE P_VALIDATE P_HIRE_DATE P_BUSINESS_GROUP_ID P_LAST_NAME P_SEX P_DATE_OF_BIRTH P_EMAIL_ADDRESS P_EMPLOYEE_NUMBER P_NPW_NUMBER P_EXPENSE_CHECK_SEND_TO_ADDRESS P_TITLE P_FIRST_NAME P_MIDDLE_NAMES P_NATIONAL_IDENTIFIER P_PREVIOUS_LAST_NAME P_KNOWN_AS P_MAILSTOP P_OFFICE_NUMBER P_INTERNAL_LOCATION P_CORRESPONDENCE_LANGUAGE P_ATTRIBUTE_CATEGORY P_ATTRIBUTE1-30 P_OBJECT_VERSION_NUMBER P_PERSON_ID P_PERSON_TYPE_ID P_DATE_EMPLOYEE_DATA_VERIFIED P_MARITAL_STATUS P_NATIONALITY P_REGISTERED_DISABLED_FLAG P_BACKGROUND_CHECK_STATUS P_BACKGROUND_DATE_CHECK P_BLOOD_TYPE P_HOLD_APPLICANT_DATE_UNTIL P_HONORS P_LAST_MEDICAL_TEST_BY P_LAST_MEDICAL_TEST_DATE P_ON_MILITARY_SERVICE P_PRE_NAME_ADJUNCT P_RESUME_EXISTS P_RESUME_LAST_UPDATED P_SECOND_PASSPORT_EXISTS P_STUDENT_STATUS P_WORK_SCHEDULE P_SUFFIX P_USES_TOBACCO_FLAG P_DPDNT_ADOPTION_DATE P_DPDNT_VLNTRY_SVCE_FLAG P_ORIGINAL_DATE_OF_HIRE P_ADJUSTED_SVC_DATE P_TOWN_OF_BIRTH P_REGION_OF_BIRTH P_COUNTRY_OF_BIRTH
HR Ex-Employee API HR_EX_EMPLOYEE_API peexeapi.pkh actual_termination_emp The parameter P_EFFECTIVE_DATE must be set to the system date.
The parameter P_LAST_STANDARD_DATE must be set to the same date as the parameter P_ACTUAL_TERMINATION_DATE.
P_VALIDATE P_PERIOD_OF_SERVICE_ID P_OBJECT_VERSION_NUMBER P_ACTUAL_TERMINATION_DATE P_EFFECTIVE_DATE P_LAST_STANDARD_PROCESS_DATE P_PERSON_TYPE_ID P_ASSIGNMENT_STATUS_TYPE_ID P_LEAVING_REASON
      final_process_emp The parameter P_FINAL_PROCESS_DATE must be set to the same date as was set for the parameter P_ACTUAL_TERMINATION_DATE in the ACTUAL_TERMINATION_EMP API. P_FINAL_PROCESS_DATE P_VALIDATE P_PERIOD_OF_SERVICE_ID P_OBJECT_VERSION_NUMBER
HR Assignment API HR_ASSIGNMENT_API peasgapi.pkh update_emp_asg The parameter P_EFFECTIVE_DATE must be set to the system date.
The parameter P_DATETRACK_UPDATE_MODE must be set to CORRECTION.
When you perform a correction to an employee's supervisor, the new supervisor must exist for the entire duration of the employee's assignment. If you want to assign a supervisor who does not exist for the entire duration of the assignment, then you can use the People window.
P_EFFECTIVE_DATE P_DATETRACK_UPDATE_MODE P_VALIDATE P_ASSIGNMENT_ID P_SUPERVISOR_ID P_OBJECT_VERSION_NUMBER P_ASSIGNMENT_NUMBER P_DEFAULT_CODE_COMB_ID P_SET_OF_BOOKS_ID P_ASS_ATTRIBUTE_CATEGORY P_ASS_ATTRIBUTE1-30 P_CHANGE_REASON P_FREQUENCY P_MANAGER_FLAG P_NORMAL_HOURS P_PERF_REVIEW_PERIOD P_PERF_REVIEW_PERIOD_FREQUENCY P_PROBATION_PERIOD P_PROBATION_UNIT P_PROJECTED_ASSIGNMENT_END P_SAL_REVIEW_PERIOD P_SAL_REVIEW_PERIOD_FREQUENCY P_TIME_NORMAL_FINISH P_TIME_NORMAL_START P_BARGAINING_UNIT_CODE P_LABOUR_UNION_MEMBER_FLAG P_HOURLY_SALARIED_CODE P_NOTICE_PERIOD P_NOTICE_PERIOD_UOM P_EMPLOYEE_CATEGORY P_WORK_AT_HOME P_JOB_POST_SOURCE_NAME P_SUPERVISOR_ASSIGNMENT_ID P_DATE_PROBATION_END P_INTERNAL_ADDRESS_LINE P_SOURCE_TYPE P_ESTABLISHMENT_ID P_CONCAT_SEGMENTS P_ASSIGNMENT_STATUS_TYPE_ID P_CONTRACT_ID
      update_emp_asg_criteria The parameter P_EFFECTIVE_DATE must be set to the system date.
The parameter P_DATETRACK_UPDATE_MODE must be set to CORRECTION.
P_EFFECTIVE_DATE P_DATETRACK_UPDATE_MODE P_VALIDATE P_ASSIGNMENT_ID P_OBJECT_VERSION_NUMBER P_POSITION_ID P_JOB_ID P_ORGANIZATION_ID P_LOCATION_ID P_GRADE_ID P_SEGMENT1-30 P_SUPERVISOR_ASSIGNMENT_ID P_EMPLOYMENT_CATEGORY P_ESTABLISHMENT_ID P_CONCAT_SEGMENTS P_CONTRACT_ID
      update_cwk_asg The parameter P_EFFECTIVE_DATE must be set to the system date.
The parameter P_DATETRACK_UPDATE_MODE must be set to CORRECTION.
P_EFFECTIVE_DATE P_DATETRACK_UPDATE_MODE P_VALIDATE P_ASSIGNMENT_ID P_OBJECT_VERSION_NUMBER P_ASSIGNMENT_NUMBER P_SUPERVISOR_ID P_TITLE P_SET_OF_BOOKS_ID P_VENDOR_ID P_VENDOR_EMPLOYEE_NUMBER P_MANAGER_FLAG P_EMPLOYMENT_CATEGORY P_ASS_ATTRIBUTE_CATEGORY P_ASS_ATTRIBUTE1-30 P_CHANGE_REASON P_ESTABLISHMENT_ID P_PROJECT_TITLE P_FREQUENCY P_INTERNAL_ADDRESS_LINE P_LABOUR_UNION_MEMBER_FLAG P_NORMAL_HOURS P_PROJECTED_ASSIGNMENT_END P_ASSIGNMENT_STATUS_TYPE_ID P_CONCAT_SEGMENTS P_SUPERVISOR_ASSIGNMENT_ID P_SOURCE_TYPE P_TIME_NORMAL_FINISH P_TIME_NORMAL_START P_ASSIGNMENT_CATEGORY P_SCL_SEGMENT1-30
HR Position API HR_POSITION_API peposapi.pkh create_position This API can use all HR Foundation parameters for (HR foundation version).  
HR Competence Element HR_COMPETENCE_ELEMENT_API pecelapi.pkh create_competence_element The parameter P_EFFECTIVE_DATE must be set to the system date.
The parameter P_TYPE must be set to PERSONAL.
P_EFFECTIVE_DATE P_TYPE P_VALIDATE P_BUSINESS_GROUP P_COMPETENCE_ID P_PROFICIENCY_LEVEL P_RATING_LEVEL P_PERSON_ID P_EFFECTIVE_DATE_FROM P_EFFECTIVE_DATE_TO P_SOURCE_OF_PROFICIENCY_LEVEL P_CERTIFICATION_DATE P_CERTIFICATION_METHOD P_NEXT_CERTIFICATION_DATE P_COMMENTS P_ATTRIBUTE_CATEGORY P_ATTRIBUTE1 – 20 P_PARTY_ID
      update_competence_element The parameter P_EFFECTIVE_DATE must be set to the system date. P_EFFECTIVE_DATE P_COMPETENCE_ELEMENT_ID P_OBJECT_VERSION_NUMBER P_VALIDATE P_PROFICIENCY_LEVEL P_RATING_LEVEL P_EFFECTIVE_DATE_FROM P_EFFECTIVE_DATE_TO P_SOURCE_OF_PROFICIENCY_ LEVEL P_CERTIFICATION_DATE P_CERTIFICATION_METHOD P_NEXT_CERTIFICATION_DATE P_COMMENTS P_ATTRIBUTE_CATEGORY P_ATTRIBUTE1 – 20 P_PARTY_ID
      delete_competence_element None P_COMPETENCE_ELEMENT_ID P_OBJECT_VERSION_NUMBER P_VALIDATE
      update_personal_comp_element The parameter P_EFFECTIVE_DATE must be set to the system date. This API automatically maintains a historical record of the old competence profile entry if the effective date and the proficiency level have changed. The old competence profile entry is end dated and a new competence profile record is created. P_EFFECTIVE_DATE P_COMPETENCE_ELEMENT_ID P_OBJECT_VERSION_NUMBER P_VALIDATE P_PROFICIENCY_LEVEL P_EFFECTIVE_DATE_FROM P_EFFECTIVE_DATE_TO P_SOURCE_OF_PROFICIENCY_LEVEL P_CERTIFICATION_DATE P_CERTIFICATION_METHOD P_NEXT_CERTIFICATION_DATE P_COMMENTS P_ATTRIBUTE_CATEGORY P_ATTRIBUTE1 - 20

Menus Available for HR Foundation Users

The Employee Self-Service Foundation responsibility offers the following menu items in the Oracle Applications Framework interface:

Menu Category Menu Entry
Employee Self-Service Foundation -
- All Actions Awaiting Your Attention
- Personal Details
Professional Details -
- Education and Qualifications
- Other Professional Qualifications
- Competency Profile
- Work Preferences
- Resume

The Manager Self-Service Foundation responsibility offers the following menu items in the Oracle Applications Framework interface:

Menu Category Menu Entry
Manager Self-Service Foundation -
- All Actions Awaiting Your Attention
- Manager Actions
Professional Details -
- Education and Qualifications
- Other Professional Qualifications
- Competency Profile
- Work Preferences
- Resume

The HR Foundation responsibility offers the following menu items in the Professional User (forms) Interface:

Menu Category Menu Entry Menu Sub-entry Description
People - - Enter personal and assignment information
- Enter and Maintain Employees - Enter employees, employee assignments, and applications
- Enter and Maintain Contingent Workers - Enter contingent workers and contingent worker assignments
- View Worker Assignment History - View assignment history for a worker
Talent Management - - Talent Management
- Rating Scales - Define general methods of measuring competencies
- Competencies - Define competencies
-- Schools and Colleges - Define name and location of training establishments
- Qualifications Types - Define, categorize, and rank qualifications
Work Structures - - Enter work structures
- Define Locations - -
- Organization - Enter organizational information
- - Description Enter information for an organization
- - Organization Manager Select and maintain organization managers
- - Hierarchy Structure organizations into hierarchies
- - Global Hierarchy Structure organizations into global hierarchies
- Job - Enter job-related information
- - Description Enter job names
- - Job Group Enter job groups
- Position - Enter position-related information
- - Description Enter position names
- - Hierarchy Structure positions into hierarchies
- Grade - Enter grade-related information
- - Description Enter grade names
- Other Definitions - -
- - Application Utilities Lookups Enter lookup types and values
- - User Profile Options Review your personal profile options
Security - - Define security restrictions
-- Profile - Define security profiles to restrict record access
- Global Profile - Define global security profiles to restrict record access
- Information Types Security - Define information types security
Processes and Reports - - -
- Submit Processes and Reports - Submit processes or run standard reports
- View Requests - View any request submitted for processing
- View Reports - View reports online

Windows for HR Foundation Users

Enter Person

Use the Enter Person window to enter, maintain, and view basic personal information and addresses for employees and external contacts. For your employees, you can also enter work assignment information, which includes organization, job, position, work location, and supervisor's name.

Note: In Oracle Learning Management this window is called the Enter Person window.

The following Oracle applications use this form:

Tasks

Entering a New Employee

Recording Employment Termination and Rehiring Ex-employees

Resource Creation, Oracle Learning Management User Guide

Viewing Person Information

Entering a New Employee

Use the Enter Person window to enter and maintain basic personal information, addresses, and work assignment details for your employees.

The system warns you if you enter two people with the same name and birth date.

Note: You cannot use this form if Oracle Human Resources is installed at your site. You must use the HR People window, which maintains a datetracked history of any changes you make to employee records.

Prerequisites

To enter a new employee

  1. Enter the employee's name. Only the last name is required.

  2. If your enterprise uses manual employee number entry, enter an employee number and national identifying number (such as Social Security Number in the US).

    If your enterprise uses automatic number generation, enter a national identifying number only. The employee number automatically displays when you save your entries in this window.

  3. Enter the employee's hire date in the first of the Employment Dates fields. This must be on or before today's date.

  4. In the Email field, you can enter an email user ID.

  5. In the Mail field, select Home or Office to indicate the employee's preferred mail address. For example, Oracle Payables mails employee expense checks to this address.

  6. Save your work and choose More... to enter additional information.

  7. Choose Address to enter address information.

  8. Choose Assignment to enter work assignment and supervisor information.

Entering Addresses

You can enter as many addresses as necessary for each employee in the Address region of the Person Information window.

Prerequisites

To enter an address

  1. Select a national address style.

    A window opens with the address format for the country you select.

  2. Enter your address information in this window and choose OK.

    This returns you to the Address window.

  3. Select an address type, such as home, or weekend, or office.

  4. You can check Primary for the address you are creating, to identify the employee's main address. By default, the first address you enter is the Primary address.

    Only one address at any time can be a person's Primaryaddress.

    Additional Information: Default address styles are predefined for many countries. You can create address styles for other countries

    Note: See: Oracle HRMS Technical Reference Manual

Entering Employee Work Assignments

You enter information about an employee's work assignments in the Assignment tabbed region.

Prerequisites

To enter a new assignment

  1. Select the organization to which you want to assign the employee. The default organization is the Business Group.

    If a location is defined for this organization, it also appears as a default.

  2. Select the job, position, and supervisor for the employee's assignment.

    The employee's supervisor is the default next approver for all purchasing documents if the Use Approval Hierarchies check box in the Financial Options window is checked.

  3. The Ledger field displays the ledger for your installation. The Default Expense Account field displays the concatenated description of the Account.

    In some applications, you can select another flexfield structure that the employee's expenses should debit. Oracle Payables uses this information to generate expense reports for your employees.

  4. Enter a location for the assignment.

Updating Employee Assignments Over Time

Project Accounting users can select the Assignment History region to view and update employee assignments over time.

The date fields in this region display the start and end dates of the assignment.

In the New Assignment region, you can insert a change to the assignment, as from a particular start date. The Assignment History region shows one row for every change to the organization, job, location, manager, or billing title of the assignment. Each row is valid between the dates shown at the bottom of the Assignment History region.

To insert a change to an assignment

  1. Query the assignment you want to change in the Assignment History alternative region of the Person Information window.

  2. In the New Assignment region, enter the start date of the change.

    The other fields in this region display the values that are valid at this date.

  3. Update any of the values in the New Assignment region, and save your changes.

Recording Employment Termination and Rehiring Ex-employees

To record employment termination

  1. Query the employee in the Enter Person window.

  2. Enter a termination date in the second of the Employment Dates fields, and save.

To cancel a termination

  1. Query the employee in the Enter Person window.

  2. Clear the termination date in the second of the Employment Dates fields, and save.

To rehire an ex-employee

  1. Query the ex-employee in the Enter Person window.

  2. Change the value of the first date within the Employment Dates fields to the new hire date.

  3. Click tab. This action must clear the termination date in the second of the Employment Dates fields.

  4. Save the changes.

Viewing Person Information

You can use the Enter Person window to view information about a person or about groups of employees or other people.

To find selected people

  1. If the Find People window does not open automatically, choose Find from the Query menu.

  2. You can enter any combination of the following criteria:

    • a person's name or employee number

    • a national identifying number (such as social security number)

    • work location

    • supervisor

  3. Choose the Find button to run the query.

  4. Choose Next Record from the Go menu to see each person retrieved by the query.

Defining a Position (non-HRMS users)

You use the Position window to define positions within your organizations and to add them to position hierarchies. You can also enter the skills that position holders require and the grades to which they can be assigned. You can enter position evaluation scores, if you have set up a position evaluation system.

To define a position

  1. Enter a start date early enough to handle any historical information you want to enter. You can also enter an end date, but ensure it is before the end date of all the valid grades for the position.

    Tip: Consider using a fixed date as a default for your initial setup, for example, 01-JAN-1901. This will simplify your data-entry.

  2. Enter a unique name for the position.

    If there is more than one segment in the Position Name flexfield, a window opens when you enter the Name field. You must enter a unique combination of segments in this window.

  3. Select the organization and job for this position. They must have a start date on or before the start date of this position.

    Note: You cannot change the organization or job once you have saved the definition.

    You can set up several positions that have the same job in the same organization. Each position name must be unique.

  4. Optionally, select a status for the position. If the status is Valid or blank, employees can be assigned to the position. If the status is Invalid or any other status defined at your site, employees cannot be assigned to the position.

  5. Location and Standard Conditions default from the organization, but you can override the defaults.

  6. If there is a probation period for this position, you can enter its length in the Probation Period tabbed region.

  7. In the Absence tabbed region, select Yes in the Replacement Required field if you want users to be warned that they should enter the name of a replacement when they enter an absence for a holder of this position. You can do this for positions where it is essential that a person is in charge at all times.

    You can select the position that should be held by the person to cover as relief in case of absence.

  8. In the Planned Successor tabbed region, you can select the position from which a successor will move to fill this position.

  9. Save your position.

  10. If you want to add the position to one or more position hierarchies, choose the Reporting To button. Select a hierarchy and the name of the position to which this position reports.

  11. Choose the Evaluation button to enter evaluation information and an overall evaluation score for the position.

    See: Entering Evaluation Information, Oracle HRMS Enterprise and Workforce Management Guide.

  12. Choose the Requirements button to enter position requirements, such as required qualifications or valid experience, to help you match people to roles.

    See: Entering Job and Position Requirements, Oracle HRMS Enterprise and Workforce Management Guide

    Note: You use the Competence Requirements window to enter competencies if you are following the competence approach.

  13. Choose the Valid Grades button to enter the grades to which position holders can be assigned.

    See: Entering Valid Grades for Jobs or Positions, Oracle HRMS Enterprise and Workforce Management Guide

  14. Choose the Occupancy button to view all those people who have held a selected position or who are applying for it, and the dates of their occupancy. This information could be relevant for selecting people with the necessary skills for similar positions.

    See: Viewing Position Occupancy, Oracle HRMS Enterprise and Workforce Management Guide

  15. Choose the Work Choices button to enter work choices that can affect an employee's, applicant's, contractor's, or ex-employee's capacity to be deployed within your enterprise (or a customer's).

    See: Entering Work Choices for a Job or Position, Oracle HRMS Enterprise and Workforce Management Guide

  16. Choose the Survey Mapping button to link salary survey lines to your position.

    See: Mapping Salary Survey Lines, Oracle HRMS Compensation and Benefits Management Guide

  17. Choose the Extra Information button to enter any additional information required by your enterprise.

    See: Entering Extra Information, Oracle HRMS Configuring, Reporting, and System Administration Guide.

Entering and Maintaining Contingent Worker Information (HR Foundation)

Note: This information is for HR Foundation users only.

This template has no DateTrack support. If you enter a contingent worker with a future start date, the record disappears when you save it. You can retrieve the record in the Find window if you set the effective date to the relevant contingent worker's start date.

Use the Enter and Maintain Contingent Workers template.

To enter or maintain contingent worker information

  1. To create a new contingent worker, click the New icon. To update an existing contingent worker, select the contingent worker in the People Management Data Organizer and click Show Details.

  2. On the Personal tab, enter or update the contingent worker's name information.

  3. Click the Communication tab to enter or update home or work contact details.

  4. Click the Assignment tab to enter or update information about the contingent worker's supplier, assignment, or work structures.

    Note: If you use Oracle Services Procurement to provide purchase order information, you cannot alter assignment or supplier information obtained from the purchase order or purchase order line. However, you can select a different purchase order or purchase order line.

  5. Save your work.