Oracle HRMS provides you with organization management functionality to represent the operating structures of your enterprise.
Using the Configuration Workbench for your implementation, you can configure the Oracle eBusiness Suite of applications to represent the management and operating structures of your enterprise.
The Configuration Workbench delivers an integrated configuration management toolset for HR systems and assists in the evaluation, configuration, deployment, and maintenance of HR applications. The workbench uses a configuration interview, to review the decisions and operational questions you make about setting up your enterprise using Oracle HRMS.
The Configuration Workbench configuration process suggests a combination of business groups and organizations to satisfy your integrated legal, financial, organization and employee management needs using Oracle HRMS. The suggested combination of business groups and organizations uses one of the following configuration models:
A single operating company working within the legislative rules of a single country.
A single operating company working within the legislative rules of multiple countries.
Multiple operating companies working within the legislative rules of a single country.
Multiple operating companies working within the legislative rules of multiple countries.
These configuration models define the basic information model to represent any enterprise. You can add other location and internal work structures that represent your internal organization or reporting structures for specific legal, personnel, and financial management requirements.
You can plan and implement new working structures ahead of time using graphical charts. The hierarchy diagrammer enables you to create organization and position hierarchies to reflect reporting lines and control access to information in your enterprise. See:
Organization Hierarchies, Oracle HRMS Enterprise and Workforce Management Guide
Position Hierarchies, Oracle HRMS Enterprise and Workforce Management Guide
The hierarchy diagrammers use the same security model as the other windows in Oracle HRMS and access to them is restricted by your responsibility.
Oracle HRMS and Oracle HRMSi enable you to produce several reports to satisfy the statutory requirements for your legislation and meet your business analysis needs. For example:
Oracle HRMS enables employers in the U.S. to generate reports to comply with the VETS-100 government reporting requirements. The report lists the number of special disabled and Vietnam era veterans a U.S. enterprise employs in each of the nine job categories.
Oracle HRMS provides you with a standard organization hierarchy report to view the relationships between organizations and their managers within a hierarchy.
Oracle HRMSi offers the Organization Separation Report to investigate the performance of your best and worst organizations based on the workforce changes in an organization.
With the Oracle eBusiness suite of applications, you can automatically create HR organizations to corresponding company cost center combinations that exist in your GL account combinations. You can use the management reporting functionality in Daily Business Intelligence (DBI) to report on financials information, such as the costs, revenues, and expenses for your organization structures.
To effectively use Oracle HRMS for organization management, see:
Key Concepts for Representing Enterprises
Extending the Enterprise Framework, Oracle HRMS Enterprise and Workforce Management Guide
Configuration Models for Your Enterprise Framework
Organization Hierarchies, Oracle HRMS Enterprise and Workforce Management Guide
Defaults for the Business Group, Oracle HRMS Enterprise and Workforce Management Guide
Internal Organizations and Cost Centers, Oracle HRMS Enterprise and Workforce Management Guide
Oracle HRMS can represent all the components of your enterprise. You can record the physical locations where your employees work and all the different departments and sections that make up your enterprise. You can even record information about other organizations you work with, such as recruitment agencies or tax authorities.
See: Extending the Enterprise Framework, Oracle HRMS Enterprise and Workforce Management Guide
You can view and edit hierarchy diagrams for organizations and positions using:
The Organization Hierarchy Diagrammer
The Position Hierarchy Diagrammer
You can use the GRE/Legal Entity and Employer organization classifications to represent the employer in each country you do business. If you use the Configuration Workbench to set up your organization structures, then an employer organization is set up in each country your enterprise operates.
Oracle HRMS enables you to set up one or more Government Reporting Entities (GREs) within each of your Business Groups. GREs represent an employer the government recognizes as being responsible for paying employees and for filing a variety of reports that government agencies require. If your enterprise has a single Employer Identification Number from the Internal Revenue Service, your Business Group and GRE are the same organization.
For Canada, you also need to set up Provincial Reporting Establishments (PREs). GREs and PREs represent an employer the governments recognise as being responsible for paying employees and for filing a variety of reports. There must be a GRE for each Business Number that the Canada Revenue Agency (CRA) assigns to an employer. There must be a PRE for each Quebec Identification Number that the Ministere du Revenu assigns to an employer. If your enterprise has a single Business Number from the CRA and a single Quebec Identification Number, your Business Group, GRE and PRE are the same organization.
Oracle HRMS enables you to build a model of your enterprise showing all the reporting lines and other hierarchical relationships. You can set up reporting hierarchies reflecting all the reporting lines in your enterprise, as established in organization charts.
The Configuration Workbench creates an enterprise structure that suits your operational (management and reporting), and geographical requirements. You can use the enterprise structure the workbench sets up as the basic infrastructure of your company. Once the basic structure is set up, you can define further locations and organizations and add them to your organization hierarchy.
No. The hierarchy diagrammers are standard Oracle HRMS windows, with the addition of a graphical area. They work together with the Organization Hierarchy window and Position Hierarchy window so you can create basic hierarchies using these windows and then make intuitive drag-and-drop changes using the diagrammers.
Any changes made using the hierarchy diagrammers are reflected in the hierarchy windows, and are saved in your database.
Yes. You can use the diagrammers together with the organization and position hierarchy windows to:
Create new versions of existing hierarchies
Create copies of existing hierarchies
Create future-dated hierarchies to prepare for reorganizations in advance
Yes. You can print pictorial representations of organization and position hierarchies.
Yes. If you have the appropriate security access to more than one business group, you can include organizations from more than one business group in your hierarchy.
You represent your enterprise using key organization structures in Oracle HRMS. These structures provide the framework so you can perform legal reporting, financial control, and management reporting. You can set up these organization structures yourself, or use the Configuration Workbench.
The Configuration Workbench delivers an integrated configuration management toolset for HR systems and assists in the evaluation, configuration, deployment, and maintenance of HR applications. The workbench suggests a basic structure of organizations for your enterprise based on configuration models.
See: Configuration Models for Your Enterprise Framework
Once the basic enterprise structure is set up, you add the additional organizations and locations t`hat exist in your enterprise. You define the internal organizations that represent your internal divisions and departments, and you define the external organizations that represent the organizations outside of your enterprise. For example, you can set up an external organization to represent the tax office for which your enterprise uses for reporting purposes.
You can use organizations to represent many levels of your enterprise, from the highest level of organization that represents the whole enterprise, to the lowest level of organization that represents a section or department.
See: Extending the Enterprise Framework, Oracle HRMS Enterprise and Workforce Management Guide
See: Organization Classifications
See: Setting Up Organizations, Oracle HRMS Enterprise and Workforce Management Guide
The business group represents a country in which your enterprise operates. You create it as an organization in Oracle HRMS, but it does not represent a specific organization within your enterprise structure, and you do not include it in your organization hierarchies. A business group enables you to group and manage data in accordance with the rules and reporting requirements of each country, and to control access to data.
The critical factors for deciding when to use a separate business group, or an international business group, are based on the following factors:
If you use Oracle Payroll
The number of people you employ in a country
If you require legislative support for Oracle HR
Generally the laws are so different in each country that to be compliant, there must be a different business group for each country in which an enterprise has employees.
An operating company represents a division or line of business within your enterprise that is legally registered for reporting in at least one country. An operating company is a holding company, a company within a company.
The ultimate legal entity represents the enterprise, and typically, the enterprise is the highest (global) level of a business organization. The ultimate legal entity is the parent company or organization for all its subsidiaries and divisions. Oracle HRMS represents the ultimate legal entity with the GRE/Legal Entity organization classification.
A legal entity represents the designated legal employer for all employment-related activities. The legal authorities in a country recognize this organization as a separate employer. In an organization hierarchy, a legal entity may report to an operating company or to the ultimate legal entity.
A legal employer is a legal entity that is responsible for employing people in a particular country. Therefore, if you employ people in a country, then you must have at least one organization classified as a legal entity and a legal employer.
The Configuration Workbench classifies an organization as a GRE/Legal Entity where your enterprise operates in a country, and classifies it as an Employer if you employ people in that country also. For example, you can have a legal entity in a country where you do business, but do not employ people in that country.
A consolidated legal entity acts on behalf of multiple operating companies that are not legally registered, or simply on behalf of the enterprise in a country. You typically use the consolidated legal entity for when you have multiple operating companies in your enterprise, but for the purposes of consolidation, you group the information into one organization. For management reporting purposes, the organizations below the consolidated legal entity in an organization hierarchy, such as, your departments and sections, can report to any organization in the enterprise. However, for legal reporting purposes, they report up to the consolidated legal entity.
For information on how to model your enterprise using the key organization structures, see: Configuration Models for Your Enterprise Framework
The first step in any configuration is to decide what organization structures your enterprise requires. To help you decide, you can use the following best practice configuration models:
Model 1: A single operating company in one country
Model 2: A single operating company in multiple countries
Model 3: Multiple operating companies in one country
Model 4: Multiple operating companies in multiple countries
These models deal with integration points between the different applications and the requirements of different industries and geographies. They can help you choose the right organization structures to meet your management and reporting requirements.
The Configuration Workbench uses the models as templates to generate the organization framework of business groups, operating companies, legal entities, and employers for any enterprise. Through an interview process, the Configuration Workbench gathers the detailed information it requires to generate an actual configuration of your enterprise using the appropriate configuration model.
Mexico only: You cannot use the Configuration Workbench to create the hierarchy. You must use the Generic Hierarchy functionality.
The preceding diagram shows the basic configuration for a small or medium sized enterprise with little or no complexity in operating structures. Vision Corporation is the ultimate legal entity, and for reporting purposes, this organization holds any data associated with the enterprise. Every enterprise has one ultimate legal entity.
This simple enterprise structure is based on the best practice configuration model. Creating the key enterprise structures as separate organizations enables your enterprise to expand and acquire new companies whilst reducing the cost of re-implementation.
The preceding diagram shows a configuration for a medium or large enterprise with some international operations introducing a degree of complexity. It also shows that operations and people in some countries are held within an international business group (XZ). You can see that the business groups represent countries, and do not appear in the organization hierarchy. This is based on the best practice configuration model.
For more information on the key organization structures, see: Key Concepts for Representing Enterprises
The preceding diagram shows a configuration for a multi-company enterprise operating in a single country. This type of complexity can exist in any size of enterprise. Vision Lighting and Vision Security in the diagram are represented as operating companies. Every enterprise has at least one operating company. This may be a division, or a subsidiary within the enterprise which is legally registered in at least one country.
The Configuration Workbench creates at least one operating company organization as best practice. This reduces the cost of any re-implementation as a result of expansion due to acquisition or diversification within the enterprise.
The preceding diagram demonstrates a multi-company enterprise operating in multiple countries. Every enterprise has at least one legal entity that is the designated legal employer for all employment related activities. In the diagram, the Vision Security operating company operates and employs people in the U.S. and Ireland. The Vision Security U.S. and the Vision Security Ireland organizations represent the designated legal entities/employers in those countries.
The Configuration Workbench classifies an organization as a GRE/Legal Entity where your enterprise operates in a country, and classifies it as an Employer if you employ people in that country also. For example, you can have a legal entity in a country where you do business, but do not employ people in that country.
The preceding diagram shows an alternative configuration for a multi-national and multi-company enterprise with the addition of a consolidated legal entity. A consolidated legal entity acts on behalf of several operating companies or the enterprise, and is the legal employer in the country. Using the preceding diagram as an example, Vision Corp UK is the consolidated legal entity for Vision Corporation in the UK. For management reporting, VL UK and VS UK report to Vision Lighting, and for legal reporting, they report to Vision Corp UK.
For more information on the key organization structures, see: Key Concepts for Representing Enterprises
Organization classifications define the purpose of an organization and its functionality within Oracle HRMS. The classifications you assign to an organization control the additional information you can set up at the organization level. The Configuration Workbench automatically assigns the appropriate classifications to the organizations it creates.
For more information on the key organization structures you use to represent your enterprise, see: Key Concepts for Representing Enterprises
You can define one organization with multiple classifications or you can define separate organizations to represent different types of entity. For example, you can classify an organization as a legal entity as well as an HR organization if it's the same organization. If they are different, then you create two organizations.
Note: Oracle HRMS enables you to install your own additional information types for classifications.
You can select the following classifications in the Organization window, depending on your legislation:
All legislations can use the following classifications:
Business Group: Use this classification to group, manage, and control access to data in accordance with the rules and reporting requirements of a country.
Operating Company: An operating company represents a division or line of business within your enterprise that is legally registered for reporting in at least one country.
GRE/Legal Entity: Use this classification to represent the following organizations:
Ultimate Legal Entity: this represents the enterprise, and typically, the enterprise is the highest (global) level of a business organization.
Legal Entity: this represents the designated legal employer for all employment-related activities. The legal authorities in a country recognize this organization as a separate employer. In an organization hierarchy, a legal entity may report to an operating company or to the ultimate legal entity.
Consolidated Legal Entity: this organization acts on behalf of multiple operating companies that are not legally registered, or simply on behalf of the enterprise in a country.
For Chinese users only: Your organization hierarchy must contain at least one GRE with corporate and employer information. Statutory reporting requires this information.
Employer: Use this along with the GRE/Legal Entity classification to define an organization as a legal entity that is responsible for employing people in a particular country.
For Indian users only: Your organization hierarchy must contain at least one GRE with income tax, challan bank, tax declaration and representative details. This information is used for statutory reporting.
HR Organization: Use this classification for all organizations to which you want to assign employees and contingent workers.
Payee Organization: Use this when defining an external organization that is the recipient of a third party payment from an employee, for example a court-ordered payment. You can then select this organization on the Personal Payment Method window when entering a third party payment method.
Bargaining Association: Use this when defining an organization that is involved in negotiating a collective agreement. A bargaining association could be any organization representing the employees in negotiations, for example a trade union. The UK legislation also enables you to select a bargaining association in the Union Processing window to set up a union element.
Representative Body: Use this when defining a representative body. This may be a body defined in legislation, such as a European Works Council, or may be defined by the employer, such as a Sports and Social Club.
Disability Organization: Use this when defining an external organization with which employee disabilities are registered.
Medical Service Provider: Use this when defining an organization that provides any medical services, such as medical assessments, to the people in your enterprise.
Constituency: Use this to define a constituency to group together workers eligible to vote for particular elections.
Company Cost Center: Use this to define organizations in Oracle HRMS that map to cost centers in Oracle GL. You can set up your application so that whenever a cost center is defined in GL, a corresponding organization with this classification is defined automatically.
Professional Body Information: Use this to define an organization that is a professional body. Organizations with this classification are available to assign to people in the Qualifications window.
Operating Unit : Use the operating unit organization classification if you also use Multi-Org applications. You can associate an operating unit with an HR Organization. The application uses the HR Organization to find the operating unit to which a person belongs.
The US legislation can use the following classifications:
Reporting Establishment, Corporate Headquarters, or AAP Organization: Use these when defining reporting organizations, that is, organizations required for the production of certain reports for government agencies.
Parent Entity: Use this when defining an organization to be included at the top level of an establishment hierarchy. You can then use the hierarchy when producing certain reports for government agencies.
If you are assigning this classification to a Business Group, you must assign it to your default Business Group, that is the one defined in your security profile. If you do not, then your data will not be visible when you attempt to create your hierarchy in the Generic Hierarchy window.
Benefits Carrier, Workers' Compensation Carrier, or Beneficiary Organization: Use these when defining an external organization belonging in one of these classifications. You can then select the organization when defining a benefit, entering information for Workers' Compensation calculations, or recording beneficiaries employees have named for certain benefits.
The Federal legislation can also use the Beneficiary Organization classification.
The UK legislation can use the Education Authority classification to define a Local Education Authority (LEA) that is responsible for education within that council's jurisdiction.
The Canadian legislation can use the following classifications:
Provincial Medical Carrier: Use this to define a medical carrier for a province.
Provincial Reporting Establishment: Use this to represent employees in the province of Quebec.
The French legislation can use the following classifications:
Company: records one or more companies in your business group. A company is a legal entity registered to "Registre du Commerce et des Societes". You must have at least one company.
Establishment: identifies the organization that serves as the legal point of contact for settling any disputes and manages the personal details of the workforce.
Note: Do not classify an organization as both a company and an establishment; create two separate organizations.
URSSAF Center or ASSEDIC Center: specifies an external organization that is a Social Security organization. You can select the organization when entering additional organization information for an establishment. You can also select URSSAF organizations when entering additional organization information for a company.
Insurance Provider or Pension Provider: defines an external organization that provides insurance or pensions. You can select the organization when entering additional organization information for a company or an establishment.
OPACIF or OPCA: specifies an external organization that collects the company's yearly training contribution.
CPAM: identifies an external organization as a CPAM office. You can select the organization when entering employment information in the People window.
Public Sector Other External Organization: records details of the various types of external organizations with whom public-sector companies deal. Be sure to create organizations with this classification as external organizations.
Grouping of Employers: identifies the employers (normally establishments) who have decided to group together to make it easier to lend each other workforce and also to list the employees, contingent workers, and employees on loan for an establishment from that grouping in the Personnel Registry report.
Tax Group: defines an external tax office.
The Dutch legislation can use the following classifications:
Dutch UWV Organization: Use this to indicate if your organization is a social insurance provider. If you enable this classification, you can enter additional information such as the type of provider in the Dutch UWV Organization window.
Dutch Tax Office: Use this to define an external tax office.
Dutch Private Health Insurance: Use this to define an external organization that provides private health insurance.
Pension Provider: Use this to define an external organization that provides pensions to your employees.
The German legislation can use the following classifications:
Budget Plan Unit: Use this to define internal organizations for which you can use for the budget plan structure. The budget plan structure defines the different levels of positions in your enterprise, and the budget plan units represent the different levels as organizations. You select which budget plan unit the position belongs to in the Position window.
German Additional Second Pension Insurance: Use this to record information about the contributions an organization makes to a second pension.
German Capitalized Life Insurance Provider: Use this to indicate if your organization is a provider of German capitalized life insurance.
German Mandatory Health/Special Care Insurance Provider: Use this to indicate if your organization is a provider of German mandatory health or special care insurance. If you enable this classification, you can enter additional information using the German Social Insurance Providers window.
German Mandatory Pension Insurance Provider: Use this to indicate if your organization is a provider of German mandatory pension insurance. If you enable this classification, you can enter additional information using the German Social Insurance Providers window.
German Private Health/Special Care Insurance Provider: Use this to indicate if your organization is a provider of German private health or special care insurance. If you enable this classification, you can enter additional information using the German Social Insurance Providers window.
German Public Sector: Use this to indicate if your organization is a public sector organization. If you set this to yes then certain public sector specific windows and fields are made available to you.
German Tax Office: Use this to indicate if your organization is a tax office. If you set this to yes then you can enter additional tax office information using the Others button.
German Unemployment Insurance Provider: Use this to indicate if your organization is a provider of German unemployment insurance. If you enable this classification, you can enter additional information using the German Social Insurance Providers window.
German Voluntary Pension Provider: Use this to indicator if your organization is a provider of German voluntary pensions.
German Work Incident Supervising Office: Use this to indicate if your organization is a work incident supervising office.
German Workers' Liability Insurance Providers: Use this to indicate if your organization is a provider of German workers' liability insurance.
The Hong Kong legislation can use the MPF Trustee Organization classification to set up and enrol employees in an MPF Trustee. This classification allows you to record details of the trustee and details of the scheme provided by the trustee.
The Mexico legislation must use the legal employer classification to define the legal entity. You can add additional organization information for your legal employer, if needed.
Use the GRE/Legal Entity classification to define an organization that is recognized as a separate employer by Social Security or other legal authorities. When you assign a location to a GRE, and you have not already associated them with each other in the generic hierarchy, HRMS will make the association for you.
The Saudi legislation can use the following classifications:
Saudi GOSI Office: Use this to represent the General Office of Social Insurance (GOSI) which the employer is registered. The GOSI office requires employers to make deductions for eligible employees and send all payments and reports to this office.
Saudi Employment Office: Use this to represent an office to which the employer reports the status of its disabled employees.
The Hungary legislation can use the following classifications:
Draft Agency: Use this to represent an external defense organization to which you send employee military service details.
Company Information: Use this to represent the organization which is legally entitled to hire employees.
Pension Provider: Use this to indicate an external organization that provides pensions to your employees.
The Spanish legislation can use the following classifications:
Work Center: Use this to define an internal organization that represents a facility within your enterprise. You use these organizations for statutory reporting purposes.
Section: Use this to define an internal organization that represents the place where people work. You use these organizations for internal reporting purposes only.
Tax Office: Use this to indicate if the organization is an external tax office.
Tax Administration Office: Use this to indicate if the organization is an external tax administration office.
Social Security Office: Use this to define a social security office as an external organization. If you enable this classification, you can record the social security office details.
Social Security Province Office: Use this to define an organization as an external social security office. If you enable this classification, you can enter the social security province office details.
Health Care Organization: Use this to define an organization as an external health care organization. If you enable this classification, you can enter the insurance company details.
The Korean legislation can use the following classification:
Business Place: Use this classification to define an organization as an employer to which you assign employees. You set up information such as the registration number, representative information, and the health insurance number for the National Tax Service (NTS).
Your organization hierarchy should contain at least one GRE/Legal Entity (Tax Organization) and Registered Company.
The Indian legislation can use the following classifications:
Registered Company: Records your company's Legal Name, Registration Number, Corporate Identity Number, Permanent Account Number (PAN) of the company and company's representative details.
Factory: Records your factory's Registration Number, License Number, National Industrial Code, Production Commencement Date and factory's representative details.
Shops/Establishment: Records your shops/establishment's registration number and representative details.
Contractor Details: Records a contractor's details, work details, and representative details. A contractor supplies contingent workers to an enterprise and can be either an individual or an external organization.
ESI Organization: Use this to define an external organization that provides Employee State Insurance (ESI) to your employees. Records your Employee State Insurance (ESI) organization's Challan Information, General Information and Representative Details. You can have multiple ESI organizations and select an employee's ESI organization in the Assignment window.
Provident Fund Organization: Records your PF organization's PF challan information, PF information, and PF representative details. You can have multiple PF organizations and select an employee's PF organization in the Assignment window.
Professional Tax Organization: Records your Professional Tax organization's information, Professional Tax Challan information, and Representative Details information. You can have multiple professional tax organizations and select an employee's professional tax organization in the Assignment window.
Income Tax Office: Records your income tax organization's information. You can enter the location details of the income tax office. You can select the income tax organization in the GRE/Legal Entity: Income Tax Details window.
National Pension Scheme: Records the National Pension office information. You can enter the corporate registration account number and the corporate branch account number in the NPS Account Set Up window.
The Polish legislation can use the following classifications:
PL SII Branch: Use this classification to represent a local branch of the Social Insurance Institute (SII), a public organization that deals with the social insurance benefits, such as sickness allowance, maternity allowance, and rehabilitation benefits. You use the SII branch information for social insurance reporting.
PL Statistic Office: Use this to represent a local statistic office. You use this information in reports sent to the statistic office.
PL Tax Office: Use this to define the tax office bank accounts for the employer and for the tax collected from the employees. You use this information in statutory reports.
The Norwegian legislation can use the following classifications:
Local Unit: Use this classification to identify and report on the different work centers, within your enterprise, to which you assign employees.
Payee Organization: Use this classification to define an external organization which receives third party payment from an employee
Social Security Office: Use this to define external social security office organizations.
Pension Provider: Use this classification to define an external organization that provides pensions to your employees.
Statement Provider: Use this classification to define an external organization that provides reports on behalf of the legal employer.
Tax Office: Use this classification to define an external tax organization.
The Finnish legislation can use the following classifications:
Local Unit: Use this classification to identify and report on the different work centers, within your enterprise, to which you assign employees.
External Company: Use this to record details of the various types of external organizations with whom your organization deals. Ensure to create organizations with this classification as external organizations.
Pension Provider: Use this to record the basic information about pension insurance providers to which you transfer the appropriate pension insurance deductions.
Accident Insurance Provider: Use this to identify organizations that provide accident insurance coverage, group life insurance, and unemployment insurance.
Finnish Magistrate Office: Use this for identifying the authority responsible for processing the employee court orders.
Finnish Trade Union: Use this to record the basic information about the employees' trade unions to process employee deductions.
Provincial Tax Office: Use this to identify the legal employer's tax office.
The Danish legislation can use the following classifications:
Service Provider: Use this classification to record details of the various types of external service providers with whom your organization deals.
Pension Provider: Use this classification to define external pension providers.
The Swedish legislation can use the following classifications:
Local Unit: Use this classification to identify and report on the different work centers, within your enterprise, to which you assign employees.
Social Security Office: Use this to define external social security office organizations with which you coordinate medical reimbursements for the employees.
Swedish Enforcement Office: Use this to define external enforcement office organizations with which you coordinate the attachment of earnings deductions for the employees.
The South African legislation can use the following classification:
Training Provider: Use this to indicate if an organization is a training provider.
The UAE legislation can use the Legal Employer classification to define and enter additional organization information for your legal employer.
The Irish legislation can use the following classifications:
Legal Employer: Use this classification to define and enter additional organization information for your legal employer.
Pension Provider: Use this classification to define external pension provider.
Use the Organization window to create:
Business groups
External organizations (for example, tax offices, pension providers, insurance carriers, disability organizations, benefit carriers, or recruitment agencies)
Internal organizations (for example, departments, sections or cost centers)
GREs/Legal Entities
If you use the Configuration Workbench to configure your enterprise structure, then you only need to create the additional internal and external organizations you require. For example, you can set up additional organizations to represent the internal divisions or departments, and external organizations for reporting or third party payments.
See: Extending the Enterprise Framework, Oracle HRMS Enterprise and Workforce Management Guide
To create an organization
Navigate to the Organization window and click New to create a new organization.
Note: For information about querying existing organizations, see: Finding an Organization, Oracle HRMS Enterprise and Workforce Management Guide
Enter a name for your organization in the Name field. A check is performed to see if organizations with the same name already exist.
All Oracle applications you install share the information entered in the Organization window. Therefore organization names must be unique within a business group, and business group names must be unique across your applications network.
You can create two organizations with the same name in different business groups but this can cause confusion later, if the HR: Cross business group profile option is set to Yes and you decide to share certain information across all business groups. If you decide to create two organizations with the same name, be sure that this will not cause you problems in the future.
Optionally, select an organization type in the Type field.
Organization types do not classify your organization, you use them for reporting purposes only. The type may identify the function an organization performs, such as Administration or Service, or the level of each organization in your enterprise, such as Division, Department or Cost Center. You create the organization types you require by entering values for the Lookup Type ORG_TYPE.
Enter a start date in the From field. This should be early enough to include any historical information you need to enter.
Note: You cannot assign an employee to an organization before the start date of the organization.
Enter a location, if one exists. You can also enter an internal address to add more details such as floor or office number.
Dutch only: If you are setting up external organizations for a tax office, a social insurance provider or a private health insurance provider, you must enter the postal address and contact details using the NL_POSTAL_ADDRESS Location EIT.
Mexico only: When defining a GRE/Legal Entity, if you select a location here, HRMS automatically associates it with this GRE in the Generic Hierarchy.
US only: If you are using Oracle Payroll in the US, every organization to which employees can have assignments, including business groups, must have on record a location with a complete address. This is because the system uses the location of the organization of the employee's primary assignment to determine employee work locations for tax purposes. This does not apply to GREs, because the assignment to a GRE exists in addition to the assignment to an organization.
India only: You can define an income tax organization and enter its location details. You can then select this organization at the GRE/Legal Entity Income Tax Office.
Note: If you are an Oracle Inventory user, then you must not assign a location to more than one organization classified as an Inventory Organization.
Enter internal or external in the Internal or External field. You cannot assign people to an external organization.
Examples of external organizations that may require entry are disability organizations, benefits carriers, insurance carriers, organizations that employees name as beneficiaries of certain employee benefits, and organizations that are recipients of third party payments from employees' pay.
Save the basic organization details.
For each classification you set up you can enter additional information. This information can be different for each classification.
For business group see: Business Group
For HR organization see: HR Organization
For GRE/Legal entity, see: GRE/Legal Entity
For representative body see: Representative Body
For constituency see: Constituency
For bargaining association see: Bargaining Association
For company cost center see: Company Cost Center
For professional body information see: Professional Body Information
For training provider information see Training Provider Information
See Classification and Additional Information Types if you need to check which classification to select.
To enter Business Group additional information
Click on the organization classification for which you want to enter additional information.
Choose the Others button to open the Additional Organization Information window.
Select one of the following:
Business Group Information, see: Entering Business Group Information, Oracle HRMS Enterprise and Workforce Management Guide
Budget Value Defaults, see: Business Groups: Entering Budget Value Defaults, Oracle HRMS Enterprise and Workforce Management Guide
Work Day Information, see: Business Groups and HR Organizations: Work Day Defaults, Oracle HRMS Enterprise and Workforce Management Guide
Benefits Defaults, see: Business Groups: Defining a Default Monthly Payroll, Oracle HRMS Enterprise and Workforce Management Guide
PTO Balance Type, see Business Groups: Selecting a PTO Balance Type, Oracle HRMS Enterprise and Workforce Management Guide
Recruitment Information, see Business Groups: Entering Recruitment Information, Oracle HRMS Enterprise and Workforce Management Guide
ZA Tax File Creator Inf, see Business Groups: Entering Tax File Creator Information
ZA ACB Installation Inf, see Business Groups: Entering ACB Installation Information
ZA UIF File Creator Inf, see Business Groups: Entering UIF File Creator Information
Payslip Balances, see Business Groups: Entering Payslip Balances Information, Oracle HRMS Enterprise and Workforce Management Guide
Payslip Elements, see Business Groups: Entering Payslip Elements Information, Oracle HRMS Enterprise and Workforce Management Guide
Statement of Earnings (SOE) Information, see: Business Groups: Entering SOE Information, Oracle HRMS Enterprise and Workforce Management Guide
Statement of Earnings (SOE) Detail Information, see: Business Groups: Entering SOE Detail Information, Oracle HRMS Enterprise and Workforce Management Guide
Repeat these steps to enter further information.
To enter HR organization additional information
Click on the organization classification for which you want to enter additional information.
Choose the Others button to open the Additional Organization Information window.
Select one of the following:
Reporting Information, see: Entering Reporting Information for an HR Organization or a Company Cost Center., Oracle HRMS Enterprise and Workforce Management Guide
Costing Information, see: HR Organizations: Entering Costing Information, Oracle HRMS Enterprise and Workforce Management Guide
Parent Organization, see: HR Organizations: Entering Parent Organizations, Oracle HRMS Enterprise and Workforce Management Guide
Work Day Information, see: Business Groups and HR Organizations: Entering Work Day Defaults, Oracle HRMS Enterprise and Workforce Management Guide
ZA NQF SETA Information: see HR Organizations: Entering NQF SETA Information
Related Organizations Information, see: Entering Related Organizations Information for an HR Organization, Oracle HRMS Enterprise and Workforce Management Guide
Repeat these steps to enter further information.
To enter GRE/Legal entity additional information
Click on the organization classification for which you want to enter additional information.
Choose the Others button to open the Additional Organization Information window.
Select ZA Tax Information, see: Entering ZA Tax Information
Additional Information: See My Oracle Support Knowledge Document 2641835.1, ZA: TAX LAWS AMENDMENT BILL 2019 AND TAX ADMINISTRATION LAWS AMENDMENT BILL, and My Oracle Support Knowledge Document 2549020.1 ZA: PHASE 1: AMENDMENTS REQUIRED AS A RESULT OF THE SARS PAYE BRS V18.0.2.
Repeat these steps to enter further information.
To enter representative body additional information
Click on the organization classification for which you want to enter additional information.
Choose the Others button to open the Additional Organization Information window.
Select one of the following:
Representative Body Information, see: Entering Representative Body Information, Oracle HRMS Enterprise and Workforce Management Guide
Constituency information, see: Entering Constituency Information for a Representative Body, Oracle HRMS Enterprise and Workforce Management Guide
Repeat these steps to enter further information.
To enter constituency additional information
Click on the organization classification for which you want to enter additional information.
Choose the Others button to open the Additional Organization Information window.
Select one of the following:
Location, see Entering Location Information for Constituencies, Oracle HRMS Enterprise and Workforce Management Guide
Organization, see Entering Organization Information for Constituencies, Oracle HRMS Enterprise and Workforce Management Guide
Organization Hierarchy, see Entering Organization Hierarchy information for Constituencies, Oracle HRMS Enterprise and Workforce Management Guide
Grade, see Entering Grade information for Constituencies, Oracle HRMS Enterprise and Workforce Management Guide
Bargaining Unit, see Entering Bargaining Unit information for Constituencies, Oracle HRMS Enterprise and Workforce Management Guide
Job, see Entering Job information for Constituencies, Oracle HRMS Enterprise and Workforce Management Guide
Collective Agreement Grade, see Entering Collective Agreement Grade information for Constituencies, Oracle HRMS Enterprise and Workforce Management Guide
Repeat these steps to enter further information.
To enter bargaining association information
Click on the organization classification for which you want to enter additional information.
Choose the Others button to open the Additional Organization Information window.
Select Trade Union Information, see: Entering Trade Union Information for a Bargaining Association, Oracle HRMS Enterprise and Workforce Management Guide
Repeat these steps to enter further information.
To enter company cost center information
Click on the organization classification for which you want to enter additional information.
Choose the Others button to open the Additional Organization Information window.
Select one of the following:
GL Company Cost Center, see: Entering GL Company Cost Center Information for a Company Cost Center, Oracle HRMS Enterprise and Workforce Management Guide
Reporting Information, see: Entering Reporting Information for an HR Organization or a Company Cost Center., Oracle HRMS Enterprise and Workforce Management Guide
Repeat these steps to enter further information.
To enter professional body information
Click on the organization classification for which you want to enter additional information.
Choose the Others button to open the Additional Organization Information window.
Select Professional Body Info, see: Entering Additional Information for a Professional Body, Oracle HRMS Enterprise and Workforce Management Guide.
Repeat these steps to enter further information.
To enter training provider information
Click on the organization classification for which you want to enter additional information.
Choose the Others button to open the Additional Organization Information window.
Select Training Provider Inf, see: Entering Information for a Training Provider
You must enter ACB details for an organization before you can run the ACB process and make ACB payments to your employees.
To enter ACB installation information
In the Organization window, query the business group if it does not already appear there. In the Organizations Classifications region, select Business Group, choose the Others button and select ZA ACB Installation Inf.
Click in the Additional Organization Information window to display the ZA ACB Installation Inf window.
Enter the organization's ACB information:
Enter the ACB Installation ID Code.
If the organization is registered as a Single/In-house user at ACB, this code is the same as the ACB User Code. Bureaus use a different code.
Select the ACB user type. Single users submit their own ACB file directly. Select Bureau to indicate that a third-party will submit the ACB file on behalf of the employer.
Note: If you change the user type from Bureau to Single, the installation and user generation numbers are reset to 0001. If you change the user type from Single to Bureau, the installation and user generation numbers increment from the last generation number used. If you are selecting the ACB user type for the first time, these numbers start at 0001 and increment with each ACB file submission.
Save your work.
You must enter tax file creator information if your business group is responsible for submitting electronic tax files to SARS. You do not need to enter this information if the tax file creator for your enterprise is an external organization, such as a computer bureau.
To enter tax file creator information
In the Organization window, query the business group if it does not already appear there. In the Organizations Classifications region, select Business Group, choose the Others button and select ZA Tax File Creator Inf.
Click in the Additional Organization Information window to display the Tax File Creator Info window.
Enter information about the the tax file creator, including their PAYE number and contact details.
Save your work.
You can enter ZA payslip balances information to determine the balances information you want to archive, and the information you want to display on the payslip. You can define multiple balances for archive.
You enter ZA Payslip Balances information using the Organization window.
To enter ZA Payslip Balances information
Query the business group if it does not already appear there. In the Organization Classifications region, select Business Group, choose the Others button and select ZA Payslip Balances.
Click in the Additional Organization Information window to display the ZA Payslip Balances window.
Enter the balance name, dimension and narrative. For example, enter Overtime RFI as the name, _ASG_TAX_YTD as the dimension, and YTD Overtime as the Narrative.
Note: The order you define the balances determines the order they are archived and displayed on the payslip.
Save your work.
You can enter ZA payslip element information to determine what element information you want to archive, and what information you want to display on the self service payslip. You can define multiple element input values for archive.
You enter ZA Payslip Elements information using the Organization window.
To enter ZA Payslip Elements information
Query the business group if it does not already appear there. In the Organization Classifications region, select Business Group, choose the Others button and select ZA Payslip Elements.
Click in the Additional Organization Information window to display the ZA Payslip Elements window.
Enter the element name, input value and narrative. For example, enter ZA Sunday Overtime as the name, Hours as the input value and Sunday Overtime Hours Paid as the Narrative.
Note: The order you define the element input values determines the order they are archived and displayed in the Fringe Benefits and Additional Information region on the self service payslip.
Save your work.
You enter statement of earnings (SOE) information at the business group level to specify what information appears on each region of the statement of earnings. You can enter element set names for earnings, deductions, and any imputed earnings to ensure that the elements within these sets appear on the statement of earnings. You can also supply balance attributes for SOE display.
To enter SOE information
In the Organization window, query the business group if it does not already appear. In the Organization Classifications region, select Business Group, click Others, and select SOE information
Click in a field of the Additional Organization Information window to open the SOE Information window.
Select the SOE user category. You use this information to restrict the type of users who can view the SOE.
Select the Earnings element set in the Elements 1 field. (The set name typically begins with a legislative identifier, and then incorporates SOE EARNINGS as the next part of the name).
Select the Deductions element set in the Elements 2 field. (The set name typically begins with a legislative identifier, and then incorporates SOE DEDUCTIONS as the next part of the name).
If you have an element set for imputed earnings, select it in the Elements 3 field.
Note: For South Africa only: You select the ZA SOE Fringe Benefits and Other Non Payments element set in the Elements 3 field.
Select the Information element set in the Information 1 field. You create this element set when you set up your statement of earnings.
Select your predefined balance attributes in the Balances fields (Balance 1, Balance 2 and so on)
Save your work.
The statement of earnings (SOE) displays details of earnings, deductions and other payroll-related information for an employee assignment. Oracle HRMS enables you to determine the display name for elements and balances, and the sequence in which they display.
To enter SOE detail information
In the Organization window, query the business group if it does not already appear. In the Organization Classifications region, select Business Group, click Others, and select SOE Detail Information.
Click in a field of the Additional Organization Information window to open the SOE Detail Information window.
Select the type of SOE details that you want to record, by selecting balance or element.
If you select balance, then select the balance, dimension, and balance display name that you want the SOE to display.
If you select element, then select the element name, input value, and element display name that you want the SOE to display
Save your work.
You enter UIF (Unemployment Insurance Fund) Creator information in order to create valid Electronic UIF Files.
You enter UIF file creator information in the Organization window.
To enter ZA UIF File Creator Information
Query the business group if it does not already appear there. In the Organizations Classifications region select Business Group, choose the Others button and select ZA UIF File Creator Inf.
Click in the Additional Organization Information window to display the ZA UIF File Creator Inf window.
Enter the creator UIF reference number.
Enter the creator's contact details.
You enter NQF SETA (Sector Education and Training Authority) information to determine the SETA to whom your organization pays its Skills Development Levy contribution. This information is required for the Skills Development Levy report.
You must first set up your NQF User Tables to be able to enter NQF SETA Information. See Setting Up NQF User Tables.
To enter NQF SETA information
In the Organization window, query the HR Organization if it does not already appear there. In the Organizations Classifications region, select HR Organization, choose the Others button and select ZA NQF SETA Information.
Click in the Additional Organization Information window to display the ZA NQF SETA Information window.
Select the SETA for your HR Organization.
Enter the Chamber and Activity names for your HR Organization.
Save your work.
All Training Providers are required to provide information for the National Learners' Records Database to their Primary ETQA. Use the 'Training Provider' organization classification to enter the Provider Classification ID and Primary ETQA Name details.
To enter Training Provider Information:
In the Organization window, query the training provider if it does not already appear there. In the Organization Classifications region, select Training Provider, choose the Others button and select Training Provider Inf.
Click in the Additional Organization Information window to display the Training Provider Inf window.
Choose the Training Provider and enter the Provider Classification ID and Primary ETQA Name details.
Save your work.
You must enter tax information for your enterprise in order to produce statutory reports for SARS and the Department of Labour. This information is used to create tax certificates and the electronic tax file, the UIF reports, and the employment equity reports.
In the Organization window, query the organization if it does not already appear there. In the Organizations Classifications region, select GRE/Legal Entity, choose the Others button and select ZA Tax Information.
Click in the Additional Organization Information window to open the ZA Tax Information window.
Enter the additional tax information for the enterprise, including the details of their registration with the Office for Registration of Companies and Registrar, SARS, and the Department of Labour.
The following fields are mandatory:
SDL Ref Number if the field 'Registered for SDL' is Yes.
UIF Ref Number if the field 'Registered for UIF' is Yes.
Employer Trade Classification .
Enter the employer's email address.
Indicate whether the employer and employee UIF contributions must be calculated based on working hours. Select Yes to ensure that the application does not calculate employer and employee UIF contributions if an employee works for less than 24 hours per month for a single employer. Select No or leave the field blank to ensure that the application calculates employer and employee UIF contributions for all employees irrespective of the hours they have worked in a month for a single employer.
Indicate if the organization is an Organ of State.
Indicate if the enterprise complies with the Employment Equity Act 55 of 1998.
Save your work.
In Oracle HRMS, you set up each physical site where your employees work as a separate location. If you use the Configuration Workbench to configure your basic enterprise structure, then you only need to create locations for the additional organizations you require.
See: Key Concepts for Representing Enterprises
You can set up:
Global locations: These are available in all Business Groups.
Business Group locations: These can only be used in one Business Group.
Business Place locations (Korea only): These can only be used in one Business Place.
Similarly, you enter the addresses of external organizations that you want to maintain in your system, such as employment agencies, tax authorities, and insurance or benefits carriers. When setting up internal or external organizations, you select from a list of these locations.
This approach has these advantages:
You enter information about each location only once, thereby saving data entry time.
Central maintenance of locations ensures consistency of address standards.
Your work sites exist as separate structures identifiable for reporting purposes, and for use in the rules that determine employee eligibility for various types of compensation and benefits.
Oracle HRMS uses the location associated with an assignment to determine its social security affiliation. It is recommended that you associate all locations with one or more appropriate GRE using the Mexico HRMS Statutory Reporting Hierarchy. Oracle HRMS determines the GRE of an assignment based on the hierarchy you have associated the location with.
See: Government Reporting Entities (GREs), Oracle HRMS Enterprise and Workforce Management Guide (Mexico)
See: Mexico HRMS Statutory Reporting Generic Hierarchy Type, Oracle HRMS Enterprise and Workforce Management Guide (Mexico)
See: Entering an Assignment (Assignment Window)
You can define as many Extra Information Types as you require to hold information about locations. There is also one predefined location EIT.
ZA SARS Address Format - this EIT enables you to enter business address details for the ZA SARS Address Format.
If the employee's assignment has a location attached, then the application retrieves the SARS business address from the ZA SARS Address Format Location EIT for the assignment. If there is no information specified in this EIT, then the application check if the assignment has a position defined, and retrieves the information from the assignment position's location EIT ZA SARS Address Format. If the location is not defined at either the assignment's position or if the EIT information is not specified, then the application displays an error in the Tax Year End Data Validation report.
To be able to access the predefined EITs, you must link the EIT to your responsibility, see: Setting Up Extra Information Types Against a Responsibility, Oracle HRMS Configuring, Reporting, and System Administration Guide