Oracle HRMS for France Supplement

Contents

Title and Copyright Information

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Preface

Enterprise and Workforce Management

Key Concepts for Representing Enterprises
Organization Classifications
Creating an Organization
Entering Additional Information
Business Group: Setting Up Public Sector-type Functionality
Business Groups: Entering PS Grouping Unit Information
Company: Entering Pension Providers
Company: Entering Company Information
Company: Entering 2483 Information
Company and Establishment: Entering Insurance Providers
Company and Establishment: Entering Previous Information
Establishment: Entering ASSEDIC Information
Establishment: Entering Collective Agreements
Establishment: Entering Establishment Information
Establishment: Entering External Organizations Information
Pension Provider: Entering Information
Insurance Provider: Entering Information
ASSEDIC Center: Entering ASSEDIC Center Information
URSSAF Center: Entering URSSAF Center Information
External Organization: Entering Corps Details
Entering External Organizations Information
Extending Types of Public Sector
Role Extra Information Types
Entering Committee Details
Statutory Situations
Reasons and Subtypes for Statutory Situations
Defining a Job
Defining a Position
Collective Agreements
Setting Up Collective Agreement Entitlement Items
Occupational Health: Medical Assessments, Disabilities and Work Incidents
Entering Work Incident Information
Entering Medical Assessments
Entering Disability Information
Upgrading Existing Disability, Medical Assessments and Work Incidents Data
Running the French Data Upgrade Process
Statutory Reports Overview
Declaration Annuelle Obligatoire D'emploi des Travailleurs Handicapes, de Mutiles de Guerre et Assimiles (D2)
Declaration Mensuelle Obligatoire des Mouvements de Main d'Oeuvre
Declaration Unique d'Embauche
Prud'hommale (Workers Election) Declaration
MMO and D2 FastFormulas
User Defined Tables
Personnel Registry Report Template Tags
Training Access Individual Report Template Tags
DIF Statement Template Tags
Running the D2 Report (Declaration Annuelle Obligatoire D'emploi des Travailleurs Handicapes, de Mutiles de Guerre et Assimiles)
Running the Mouvements de Main d'Oeuvre Report
Running the Pre Hire Report (Declaration Unique d'Embauche)
Running the Prud'hommale (Workers Election) Process
Creating the Prud'hommale (Workers Election) Declaration
Generating the DIF Statement
Customizing XML Reports
Running the Personnel Registry Report
Running the Training Access Individual Report
Bilan Social
Components of the Bilan Social - Item Types
Item Type Design
Components of the Bilan Social - Count Clause
Components of the Bilan Social - Key Types
Key Type Design
Components of the Bilan Social - Where Clause
Restriction Types
Reviewing and Modifying Calculations
The Bilan Social Template
User Defined Tables Used by the Bilan Social
Use of Payroll Backfeed Data in Bilan Social Calculations
Using Oracle Discoverer to View the Bilan Social
Discoverer Workbooks
HR France - Bilan Social Business Area
Creating Item Types
Creating Key Types
Creating Restriction Types
Creating the Bilan Social Template
Running a Query in Oracle Discoverer
Creating a New Query
Running the Bilan Social Report Process
Running the Delete HR Summary Process

Workforce Sourcing and Deployment

Person Extra Information Types
Entering a New Person (People Window)
Entering Additional Personal Information (People Window)
Contracts
Entering Contracts
Migrating Employee Time Data to Contract Descriptive Flexfield
Services Validation Process
Entitlements: Accommodation, Awards, and Decorations
HR Administrator Actions
Setting Up Accommodation, Awards, and Decorations Entitlements
Setting Up Seniority Details
Setting Up Salary Share
Validating Previous Services
Entering Periods of Service
Entering Previous Employment Details
Entering Ministry Awards and Medal Details
Entering National Awards Details
Assignment Extra Information Types
Entering Additional Assignment Details (Assignment Window)
Contact Information Overview
Entering Next of Kin and Other Contacts
Entering Dependents
Setting Up Dependent Child Contact Relationships

Talent Management

Qualification Types
Defining Qualification Types
Entering Qualifications

Compensation and Benefits Management

Corps, Grades and Pay Scales
Global Pay Scale
Grade/Step Progression
Linking Professional Activity to Public Sector Type
Setting Up Corps
Promotions Process
Processing Step Progression
Processing Promotions
Running the Synchronize Salary Rates Process
Absence Categories and Types
Absence Elements
Holiday Pay
Sick Pay
Sick Pay Elements, Formulas, and Secondary Classifications
Maternity, Paternity, and Adoption Pay
Elements, Formulas, and Balances for Maternity, Paternity, and Adoption Pay
Setting Up Absence Management
Setting Up Absence Categories
Defining and Linking an Absence Element
Defining an Absence Type
Setting Up an Absence Benefit Plan
Setting Up Holiday Pay
Regularizing Holiday Pay
Setting Up Sick Pay
Setting Up Maternity, Paternity, and Adoption Pay Processing
Setting Up a Work Pattern
Accrual Plan Structure
Accrual Elements
Accrual Formulas
Accrual Balances Maintained By the Payroll Run
Net Accrual Calculation
Seeded Accrual Type Formulas
Accrual Start Date for New Hires
Accrual Bands
PTO Carry Over Process
Accounting Accruals
Setting Up PTO Accrual Plans
Defining a PTO Accrual Plan
Setting Up Length of Service Bands
Changing Net Accrual Calculations
Absence Recording
Accrual Plan Administration
Holiday Absences and Accruals
Entering Absences
Entering Holiday Absences
Entering Sickness Absences
Entering Insurance Payment Details for a Sickness Absence
Entering Collective Agreement Details for a Sickness Absence
Entering Maternity Absences
Entering Paternity and Adoption Absences
Viewing Holiday Absences
Recording Training Absences
Entering Training Absences
Entering Statutory Holiday Absences
Running the French PTO Accruals - Create Additional Days Entitlements Process
Running the Create Entitlements Process
Running the Obsolete Entitlements Process
Reviewing Employees' PTO Accruals
Running the Absence Report (FR)

Implementation

Additional Implementation Steps for French Legislations

If you are implementing Oracle HR for France you must also complete the following additional implementation steps.

Additional Implementation Steps

Populate User Defined Tables Required Step s

A number of user defined tables are used by the reports supplied with Oracle HR for France. These tables interpret the data held in the database and convert it into the format required by the particular report.

In order to ensure the tables contain the correct data for your enterprise you must perform the following step:

Step 1: Define the Values Required in the User Defined Tables

A number of tables have been supplied with empty columns that must have the relevant values for your enterprise entered. For details of the supplied tables:

See: User Defined Tables

Use the Table Values window.

See: Entering Values Into Tables, Oracle HRMS Configuring, Reporting, and System Administration Guide

Step 2: Include Assignment Extra Information in the Navigator Optional Step

The Declaration Unique d'Embauche reports on information in the employee or applicant assignment, depending on whether it is run before or after the hire date. It also retrieves information entered in the Hiring Declaration assignment extra information type. On delivery, you can only access the Hiring Declaration assignment extra information type from the Assignment window, and therefore you can only enter information for employees. To enable your users to enter information in the Hiring Declaration assignment extra information type for applicants you should include it Navigator.

On selecting the assignment extra information from the navigator you can find the required person and assignment combination and enter details accordingly.

Use the Menus window.

See:Oracle E-Business Suite Security Guide

Set up the Bilan Social Required Step s

Before you can run the Bilan Social Report process you must first perform the following setup steps.

Step 3: Review and Modify Item Types

You must review the item types, and all the associated restriction and key types that have been supplied with Oracle HR for France. Where these do not meet the requirements of your enterprise you must copy and modify them accordingly.

Use the Setup window.

See: Reviewing and Modifying Calculations

Step 4: Set up the Bilan Social Template

The template groups together all the item types that will be used when the Bilan Social Report process is run. It also defines the key types and restriction types that will apply for each item type. If the supplied Example Template does not meet your requirements you must either copy and amend it, or create a new template.

Use the Generic Summary Process window.

See: Creating the Bilan Social Template

Step 5: Review and Modify the HR France - Bilan Social Business Area

If the folders that are supplied do not meet the requirements of your enterprise you must create new folders accordingly.

Use Oracle Discoverer.

See: Using Oracle Discoverer to View the Bilan Social

Step 6: Review and Modify the Supplied Workbooks

If the workbooks that are supplied do not display the data required by your enterprise you must create new workbooks accordingly.

Use Oracle Discoverer.

See: Using Oracle Discoverer to View the Bilan Social

Step 7: Configure the Supplied Worksheets

In order for a number of the supplied worksheets to work correctly you must amend them according to the values you have entered in you user defined tables. The worksheets that need to be modified are as follows:

Use Oracle Discoverer.

See: Oracle Discoverer User's Guide

Step 8: Customize MMO and D2 FastFormulas Required Step

The D2 and the Declaration Mensuelle Obligatoire des Mouvements de Main d'Oeuvre use Oracle FastFormula to define formulas that control some of the data that is retrieved. If the supplied formulas do not meet the requirements of you enterprise you must create new formulas.

Use the Formula window.

See: MMO and D2 FastFormulas

Step 9: Public Sector-type Functionality Optional Step

You can set up a particular Business group for Commercial or Public Sector-type functionality.

See: Business Group: Setting Up Public Sector-type Functionality

Step 10: Collective Agreement Entitlement Items Required Step

You need to associate the entitlement items you have created for accommodation, awards and decorations with the specific entitlements you have defined for your enterprise.

See: Setting Up Collective Agreement Entitlement Items

Step 11: Salary Share Required Step

You need to associate the salary share with the appropriate physical share.

See: Setting Up Salary Share

Step 12: Dependent Child Relationship Optional Step

You need to indicate which of your contact relationships should be treated as dependent child relationships by the application to calculate the number of dependent children.

See: Setting Up Dependent Child Relationship

Step 13: Reasons and Subtypes for Statutory Situations Optional Step

You can add more reasons and subtypes for statutory situations to meet your business requirements.

See: Reasons and Subtypes for Statutory Situations and Adding Lookup Types and Values, Oracle HRMS Configuring, Reporting, and System Administration Guide.

Step 14: Define a Default Normal Inactivity Statutory Situation Required Step

You must define a default Normal Inactivity statutory situation for a public sector type organization to select an employee as a Fonctionnaire in the specific public sector type organization.

See: Statutory Situations and Entering Additional Personal Information (People Window)

Step 15: Link Professional Activity to Public Sector Type Required Step

You must link the fields of professional activity to type of public sector before you associate a field of professional activity as the primary area of professional activity in a corps.

See: Linking Professional Activity to Public Sector Type

Step 16: Extend the Types of Public Sector Optional Step

You can define types of public sector using the predefined value Other in the system lookup is FR_PQH_ORG_CATEGORY. For example, you can define Other as French Army to maintain and process the workforce details in the French army. The lookup has a DDF in the Further Information field to record whether the type of public sector allows incomplete employment time. The incomplete employment time details enable the HR Administrator to enter the agreed number of work hours and the frequency of work for the workforce.

See: Extending Types of Public Sector

Step 17: French Workers Election Person Extra Information Type Required Step

Before you can run the Prod'hommale (Workers Election) Declaration process, you must enable the French Workers Election Person extra information type for your responsibility.

See: Setting Up Extra Information Types for a Responsibility, Oracle HRMS Configuring, Reporting, and System Administration Guide

Step 18: Set Up Element Group Names Required Step

When you define an element, you select a group name. All the elements allocated the same group name normally appear on one line of the pay advice against the group name, rather than the element reporting name. The exceptions are:

Selecting a group name is required for most classifications. You set up as many group names as you require using the lookup FR_USER_ELENT_GROUP.

Step 19: Absence Payments Optional Step

If you want to process pay for sickness, maternity, paternity, or adoption absences, then you must perform some additional implementation.

See: Setting Up Sick Pay

See: Setting Up Maternity, Paternity, and Adoption Pay Processing

Step 20: Setting up the Personnel Registry Report Optional Step

To customize the details displayed on the Personnel Registry report, you must complete several tasks.

See: Customizing XML Reports

Use the predefined template RUP_TEMPLATE.rtf as a sample while creating your report template. See: Personnel Registry Report Template Tags

Use the following details of the predefined template definition as a sample while creating a new template definition for your report template:

Column Name Column Value
Name French RUP Report
Code PERFRRUP
Application Human Resources
Data Definition French RUP Report
Type RTF
Start Date 01-Jan-1900
Default File RUP_TEMPLATE.rtf
End Date (not mandatory)  
Default File Language English
Subtemplate (not mandatory)  
Default File Territory United States
Description French RUP Report

While creating the template definition, you must specify the data definition as French RUP Report as Oracle XML Publisher associates your template definition with this predefined data definition.

While modifying the predefined template, you can add as new fields the values that are available in the lookup FR_RUP_XML_REPORT and HR tables such as PER_ALL_PEOPLE_F, PER_CONTRACTS_F, but not mapped with the predefined report template RUP_TEMPLATE.rtf. You must not add new fields that have no data source in either the FR_RUP_XML_REPORT lookup or HR tables.

Step 21: Setting up the Training Access Individual Report Optional Step

To customize the details displayed on the Training Access Individual report, you must complete several tasks.

See: Customizing XML Reports

Use the predefined template BIAF2005.rtf as a sample while creating your report template. See: Training Access Individual Report Template Tags

Use the following details of the predefined template definition as a sample while creating a new template definition for your report template:

Column Name Column Value
Name BIAF
Code BIAFXMLR
Application Human Resource
Data Definition BIAFXMLR
Type RTF
Start Date 01-Jan-1900
Default File BIAF2005.rtf
End Date (not mandatory)  
Subtemplate (not mandatory)  
Default File Language English
Territory Description United States

While creating the template definition, you must specify the data definition as BIAFXMLR as Oracle XML Publisher associates your template definition with this predefined data definition.

You can modify the predefined rich text format template by:

Step 22: Setting up the DIF Statement Optional Step

To meet the training law requirements, Oracle HRMS enables you to print DIF statement for all your employees. You can print the statement using the sample DIF statement template, or you can change the layout to display details that meet your business requirements. To configure the details displayed on the DIF statement, you must complete several tasks. See: Customizing XML Reports

While configuring the statement details, you can:

Step 23: Create and Assign Fast Formula to Eligibility Profiles For Corps Required Step

Before you define eligibility profiles for the corps, use the predefined PL/SQL function PQH_FR_SPEED.chk_speed_length() to create the formula function and fast formula of type Participation and Rate Eligibility. This fast formula evaluates whether an employee satisfies the length of service required in the current step, current grade, or grade ladder depending upon the career path you defined at the step. You must assign this fast formula to the required participation eligibility profile. See: Setting Up Corps

While creating the formula function, ensure the following:

See: Registering a Function, Oracle HRMS FastFormula User Guide

While creating the fast formula, ensure that you select Participation and Rate Eligibility as type and return a variable with name ELIGIBLE. This is required as the calling Eligibility program expects a variable having the name "ELIGIBLE" and should return a value of either "Y" or "N". See: Writing or Editing a Formula, Oracle HRMS FastFormula User Guide

Setting Up Web/ADI to Produce the Full Settlement Report Optional Step s

Web/ADI is the replacement for ADE. It allows a view to associated with a professional form. When the export button on the form is pressed the view is executed using the WHERE clause existing in the form to restrict the data. The output of the view is downloaded into either an Excel or Word document, and the system can be configured to automatically link this to become the source of a Word MailMerge.

See: Implementing Web ADI for use with Oracle HRMS, Oracle HRMS Configuring, Reporting, and System Administration Guide

Setting up Web/ADI to produce this behaviour requires the following steps:

Step 24: Adding Web/ADI responsibility to the user

The user should be given the responsibility Web ADI with the Standard security group.

Step 25: Create mapping between view and form

Enter the Web Adi responsibility and navigate to Create Document

  1. Select Settings - click Next

  2. Select Integrator - choose HR Integrator Setup - click Next

  3. Select Content - click Next

  4. Document Creation Review - click Create Document

  5. Spreadsheet should be created - complete as follows

    a. METADATA_TYPE = DOWNLOAD

    b. APPLICATION_ID = 800

    c. INTEGRATOR_USER_NAME = FR_TERMINATION

    d. VIEW_NAME = HR_FR_TERMINATION_V

    e. FORM_NAME = PERWSTEM

  6. Choose Oracle -> Upload

  7. In dialog window - click Upload

  8. Close dialog and spreadsheet

  9. From Web ADI responsibility choose "Define Layout"

  10. Select Integrator - choose FR_TERMINATION - Go

  11. Define Layout

    a. Layout Name = FR_TERMINATION

    b. Layout Key = FR_PERWSTEM

    c. Field List = HR_FR_TERMINATION_V

  12. Click Next

  13. Define Layout - Select All, then deselect system values, i.e. Assignment ID etc. - Apply, Cancel

  14. Add "Web ADI Create Document" function to FR_HRMS_NAV menu

  15. In End Employment form query person. Use Export to download the information to a word document. Save as a temporary file.

  16. Create Mail Merge Template document using the temporary download doc as the data source.

  17. Add "HRMS ADI Document Manager Menu" submenu option to FR_HRMS_NAV

  18. Upload the Mail Merge Temporary document from the Document Management menu option.

  19. Alternatively use the following to upload the document :

    FNDGFU apps/apps 0 Y PROGRAM_NAME=HRMS_ADI PROGRAM_TAG=TERMINATION LANGUAGE=US CONTENT_TYPE=application/msword {document}.doc 
    

    Check if the document now exists following the upload using

    select FILE_NAME                  
    
    from fnd_lobs                     
    
    where PROGRAM_NAME like 'HRMS_ADI';
    
  20. Web/ADI -> Manage Document Links

  21. Select Integrator - choose FR_TERMINATION - Go

  22. Select Layout - FR_TERMINATION - Link a document - Go

  23. In End Employment form query person. Use Export to download the information to a Word 2000.

  24. Mail Merge occurs automatically.

Use the View -> List -> People Folder form (PERWSFPE) to produce the Full Settlement Report for multiple employees.

A new folder should be defined that only contains those employees who have been terminated. One possible way of doing this is to create a folder with the following additional WHERE clause:

1=1 and exists (select null from per_periods_of_service where person_id = per_people_v2.person_id and actual_termination_date is null)                  

Note: This additional WHERE clause returns all employees who have a period of service with an actual termination date. It may not be restrictive enough in which case an alternative restriction must be found.

Step 26: Run the Seed French Data Process Optional Step

This process creates and populates user defined tables using predefined lookup types and rows. It generates new columns in a user defined table that has the same name as the lookup type. There are no parameters to be completed for this report.

You run the 'Seed French Data' process from the Submit Requests window.

To Run the Seed French Data Process

Oracle Learning Management France

Oracle Learning Management France Overview

Index