52 Overview to System Setup

This chapter contains these topics:

52.1 Objectives

  • To select and activate the needed software features in the Human Resources system

  • To enter system-wide default information that allows your organization to process and track accurate information

  • To understand how the system uses the data

52.2 About System Setup

Before you can use any features of the Human Resources system, you need to define critical information that the system uses for processing. You also specify information that you will use when you enter data throughout the system.

This information consists of:

Item Description
User defined codes Set up user defined codes to customize your system to your specific business needs. You can customize a wide variety of information using user defined codes.
Profile information Set up profile information to track detailed information about employees, applicants, requisitions, jobs, and health and safety cases.
Human resources constants information Set up constants information to specify default information and to activate processes such as:
  • History and turnover tracking

  • Position control

  • Pay grade step progression

  • Requisition integration

  • Pay sources

History and turnover tracking information Set up history and turnover tracking to create historical records of employee information.
Job information Set up job information to track complete information about the jobs within your organization.
Employee information Set up employee information to:
  • Track information that is unique to your organization or your industry

  • Specify the fields for which you will allow future changes

Contract calendar information If your organization has employees who work under yearly contracts that specify the number of days that employees work, you can set up contract calendars.
AAIs for position budgets To specify the accounts in the general ledger to which you post position budget information, set up automatic accounting instructions (AAIs) for position budgets.
Safety and health information Set up safety and health information to print government-required health and safety reports.
Canadian employment equity information If your organization is Canadian and does business with the Canadian government, set up the information you need to comply with Canadian employment equity legislation.
Tax area information If you are using the JD Edwards World Payroll system, set up tax area information so that you can process payroll for employees.

Complete the following tasks:

  • Set up user defined codes for Human Resources

  • Set up profile data

  • Set up employee history and turnover tracking

  • Set up Human Resources constants

  • Work with HR subsystem and monitor

  • Set up job information

  • Set up employee information

  • Set up contract calendar information

  • Set up AAIs for position budgets

  • Set up safety and health administration

  • Set up Canadian employment equity information