Oracle Human Resources Management Systems Enterprise and Workforce Management Guide (US)

Contents

Title and Copyright Information

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Preface

Introduction to Oracle HRMS

Introduction to Oracle HRMS
Introduction to Oracle HRMS
Human Resource Model
Shared Information in Oracle HRMS
How to Use Your Documentation and Online Help
Getting the Most out of HRMS Online Help
Multilingual Oracle HRMS
Managing Change Over Time
Setting Your Effective Date
Removing an End Date
Viewing the History of Datetracked Information

Organization Structures

Organization Structures Overview
Organization Structures
Key Concepts for Representing Enterprises
Extending the Enterprise Framework
Organization Classifications
Generic Hierarchies Overview
Configuration Models for Your Enterprise Framework
Defaults for the Business Group
Government Reporting Entities (GREs)
Setting Up Organizations
Creating an Organization
Entering Organization Classifications
Entering Additional Information
Finding an Organization
Removing and Deleting Organizations
Entering Business Group Information
Business Groups: Entering Budget Value Defaults
Business Groups: Selecting a PTO Balance Type
Business Groups and HR Organizations: Entering Work Day Defaults
Defining Benefits Defaults for a Business Group
Business Group: Setting Up Public Sector-type Functionality
Business Groups: Entering Recruitment Information
Entering Payslip Information
Entering Self-Service Preference Information
Business Groups: Selecting a Termination Rule for Seeded Earnings
Business Groups: Entering Rules for Iterative Calculations
Business Groups: Entering US Processing Rules
Entering EEO Reporting Information for Business Groups
Business Groups and HR Organizations: Entering Reporting Preferences
Business Group: Enabling Ex-Employees to Access Reports
HR Organizations: Entering Costing Information
Entering Reporting Information for an HR Organization or a Company Cost Center
HR Organizations: Entering Parent Organizations
HR Organizations: Entering a Work Schedule
HR Organizations: Entering IPEDS Institution Type Information
GREs: Entering Employer Identification Information
Entering EVS Filing Information for GREs
Entering New Hire Report Information for a GRE
Entering NACHA Tape Data for GREs
Entering the ACA Reporting Requirement Data for a GRE
Entering the ACA Monthly ALE Information for a GRE
Entering the ACA Certs of Eligibility Options for a GRE
Entering the ACA TCC Information for a GRE
Entering the ACA External 1095C Count for GRE
Entering the ACA Self Service Requirement for GRE
GRE: Defining a Supplemental Tax Calculation Method for a Supplemental Earnings Category
Entering GL Company Cost Center Information for a Company Cost Center
Entering Representative Body Information
Entering Location Information for Constituencies
Entering Constituency Information for a Representative Body
Entering Grade Information for Constituencies
Entering Organization Hierarchy Information for Constituencies
Entering Organization Information for Constituencies
Entering Trade Union Information for a Bargaining Association
Entering Additional Information for a Professional Body
Entering Collective Agreement Grade Information for Constituencies
Entering Bargaining Unit Information for Constituencies
Entering Job Information for Constituencies
Entering Related Organizations Information for an HR Organization
Running the Change Person Numbering to Automatic Process
Running the Global Sequencing for Person Number Generation Process
Selecting and Viewing Managers for Organizations
Locations
Location Extra Information Types
Setting Up Locations
Internal Organizations and Cost Centers
Implementing Automatic Company Cost Center Creation
Upgrading to Automatic Company Cost Center Creation
Defining the Name Format of Company Cost Centers
Running the Export GL Company Cost Centers Process
Running the Upload GL Company Cost Center Information Request Set
Running the Synchronize GL Company Cost Centers with HR Request Set
Running the Create and Maintain Company Cost Center Organizations Process
Running the Synchronize GL Company Cost Centers with Existing Organizations Process
Organization Hierarchies
Creating Organization Hierarchies
Changing Organization Hierarchies
Deleting Organization Hierarchies
Running the Organization Hierarchy Report
Launching a Hierarchy Diagrammer
Finding an Organization or Position in the Hierarchy Diagrammers
Changing the Appearance of a Hierarchy Diagram
Displaying Information about Organizations or Positions
Setting Up a New Hierarchy
Creating a New Version of an Existing Hierarchy
Copying an Existing Hierarchy
Adding Organizations or Positions to a Hierarchy
Removing Organizations or Positions From a Hierarchy
Moving Organizations or Positions in a Hierarchy
Menu and Toolbar Commands
Organization Workforce Report

Jobs and Positions

Jobs and Positions Overview
Jobs and Positions
Jobs and Positions
Job and Position Names
Project Based Enterprises Example
Rule Based Enterprises Example
Hybrid Enterprise Structures Example
Job Management
Creating a Job Group
Defining a Job
Entering Additional Information About Jobs and Positions
Entering Valid Grades for Jobs or Positions
Entering Job and Position Requirements
Entering Work Choices for a Job or Position
Changing a Job or Position's End Date
Position Control
Position Control Decisions
Position Hiring Status
Position Extra Information Types
Defining a Position
Copying a Position
Finding a Position
Updating Positions
Changing a Position
Recording Proposed Layoff for a Position
Viewing Position Occupancy
Defining Position Hiring Statuses
Purging Transaction Data
Transaction Type Wizard
Routing and Approval Rules Reference
Business Rules
Process Rules Reference
Workflow for Position Control and Budgeting
Transaction Templates
Defining HRMS Roles for Transactions
Associating HRMS Roles with Users
Associating HRMS Roles with Positions
Associating HRMS Roles with Role Templates
Deleting or Changing HRMS Roles
Defining Routing Lists For Transactions
Defining Transaction Templates
Defining a Position with a Position Transaction
Routing Budget Worksheets and Position Transactions
Viewing Transaction History
Jobs and Position Evaluation
Creating an Evaluation System
Entering Evaluation Information
Position Hierarchires
Creating a Position Hierarchy
Creating a New Version of a Position Hierarchy
Copying an Existing Hierarchy
Deleting a Position Hierarchy
Changing a Position Hierarchy
Running the Position Hierarchy Report
Business Group Reorganization
Reorganize your Business Group
Describing Your Mass Move
Identifying Your Source Positions
Identifying Your Target Positions
Verifying the Transfer of Assignments for Each Source Position
Verifying or Adding Valid Grades for Each Target Position
Executing the Mass Move
Reviewing the Mass Move
Re-executing a Mass Move
Employee Job and Position Detail Workbook

People Budgets and Costing

People Budgets and Costing Overview
People Budgets and Costing
Using HRMS Budgeting
Under Budgeted Entity Reporting
Defining Budgetary Calendars
Renaming Period Types
Defining Budget Sets
Entering Assignment Budget Values
Recalculating Assignment Budget Values
Setting Up Default Assignment Costing for Budgets
Defining Budget Characteristics
Entering Non-Approved Budgets
Setting up an Oracle HRMS Budget for Transfer to Oracle General Ledger
Setting Up Budget Worksheets
Completing a Budget Worksheet
Delegating Budget Worksheets
Posting Completed Budgets
Migrating a Budget to Oracle HRMS
Posting a Budget to Oracle General Ledger as a Batch Process
Calculating Budget Commitments
Posting Budget Commitments to Oracle General Ledger
Running the Relieve Commitments Request Set Process
Reallocating and Reserving Budget Resources
Running the Calculate Assignment Budget Values Process
Using the Process Log
Control Budget Reports
Running Report Under Budgeted Entities
Running the Position Element Summary Report
Running the Position Element Detail Report
Running the Position Summary Report
Running the Budget Period Position Detail Report
Running the Staffing Budget Details Report
Running the Salary Review Report
Running the Organizational Position Summary Report
Running the Entity Element Summary Report
Labor Costs in Oracle HRMS
Labor Cost Allocation Example
Data Costed at the Payroll Level
Data Costed at the Element Link Level
Employer Charge Distribution Example
Data Costed at the Organization and Assignment Levels
Data Costed at the Element Entry Level
The Cost Allocation Key Flexfield
Setup of the Cost Allocation Key Flexfield
Oracle HRMS Cost Allocation Key Flexfield Example
Costing for Taxes
Previewing Cost Allocations
Running the Costing Process
Running the Cost Breakdown Report
Running the Costing Detail Report (generic)
Mapping Cost Allocation to the Accounting Flexfield
Running the Partial Period Accrual Calculation Process
Running the Transfer to GL Process
Entering Adjustments to Costed Employee Tax Balances
RetroCosting
Running the RetroCosting Process

People Types and Employment Groups

People Types and Employment Groups Overview
People Types and Employment Groups
Person Types
Other Employee Groups
Defining Person Types
Changing Person Type Usage and Deleting OAB Person Type Usage
Entering OAB Person Type Usage
Workers' Representation and Supplementary Roles
Entering Supplementary Role Information
Entering Election Information

Employment Agreements and Legal Compliance

Employment Agreements and Legal Compliance Overview
Collective Agreements
Value Sets for Collective Agreements
Setting Up a Collective Agreement
Defining an Entitlement Item for a Collective Agreement
Defining an Eligibility Profile
Defining Derived Factors: Compensation Level
Defining Derived Factors: Percent of Full Time Employment
Defining Derived Factors: Hours Worked In Period
Defining Derived Factors: Age
Defining Derived Factors: Length of Service
Defining Derived Factors: Combination Age and Length of Service
Entering a Collective Agreement
Defining Collective Agreement Entitlements
Setting up Collective Agreement Grades
Entering Collective Agreement Grades
Collective Agreement Administration
Selecting and Applying Collective Agreement Entitlement Values
Defining Retained Rights
Running the Collective Agreement Entitlement Evaluation Process
Occupational Health: Medical Assessments, Disabilities and Work Incidents
Entering Work Incident Information
Entering Medical Assessments
Entering Disability Information
Reporting Categories and Statuses
Registration of Reporting Categories and Statuses
Registering Reporting Categories
Registering Reporting Statuses
Reporting Organizations
Establishment Hierarchies
Varieties of Establishment Hierarchies
The Single-Establishment Hierarchy
Multi-Establishment Hierarchies
Preparing for Government-Mandated HR Reporting
Setting Up Reporting Organizations
Example Multi-Establishment Hierarchies
Setup Steps for AAP Reporting
Setup Steps for ADA Reporting
Setup Steps for OSHA Reporting
Define Reporting Establishments to Represent Corporate Headquarters
Entering OSHA Specific Parent Entity Data for Electronic Reports
Setup Steps for Electronic OSHA Reports
Set Up Establishment Hierarchies
Placing Subordinate Reporting Organizations in Hierarchies
Enter Establishment Overrides
Define Lines of Progression for Jobs
Establishment Hierarchies
Data for EEO Reporting
Entering EEO-1/VETS Establishment Data for Parent Entities
Entering EEO-1 Parent Entity Data
Entering Multiple Worksite Report Parent Entity Data
Entering VETS Parent Entity Data
Setting Up EEO-1 Reporting
Setting Up EEO-1 State Specific Establishment Reporting
Setting Up EO Survey Reporting
Setting Up EEO-4 and EEO-5 Reporting
Setting Up Information for the EEO4A Reports
Setting Up Data to Generate VETS-4212 Reports
Setting Up Information for the IPEDS Reports
Associating Jobs with EEO Job Categories
Equal Employment Opportunity (EEO-1) Reporting
Submitting EEO Reports
IPEDS (Integrated Post-Secondary Education Data System) Reporting
Running the EEO-1 Reports
Running the EEO-1 State Specific Establishment Report
Running the EEO-1 Component 2 Compensation Data Report
Running the EEO4 Report
Running the EEO4 Report (XML)
Running the EEO4 Exception Report
Running the EEO4A Report (XML)
Running the EEO4A Exception Report
Running the EEO5 Report
Running the EEO5 Exception Report
Running the IPEDS Reports
Equal Opportunity (EO) Survey Reporting
Running the EO Survey Report
Employee Verification Service (EVS) Reporting
Running the Electronic Employee Verification Service (EVS) Report
AAP (Affirmative Action Plan) Reporting
AAP Organizations
AAP Hierarchies
Data for AAP Reporting
Example AAP Hierarchy
Set Up AAP Organizations
Create AAP Establishment Hierarchies
Associate Jobs with AAP Reporting Information
Obtain AAP Reports
VETS-4212 Reporting
Running the Electronic VETS-4212 Report
Running the VETS-4212 Suite of Reports
Running the VETS-4212 Consolidated Veterans Employment Report
Running the VETS-4212 Veterans Employment Report
Running the VETS-4212 Employment Listing Report
Registering Employees as Disabled
ADA (Americans with Disabilities Act) Reporting
Information for ADA Reporting
Enter Information about Disabilities
Enter Requests for Disability Accommodation
Obtain ADA Reports
OSHA (Occupational Safety and Health Act) Reporting
OSHA Data
OSHA Categories of Illness
Entering Information about Work-related Injury or Illness
Running OSHA Reports
Running OSHA Electronic Reports
Setting Up the US OFCCP Disability/VEVRAA Audit Report
Running the US OFCCP Disability/VEVRAA Audit Report
Discoverer Reports for Employment Agreements and Legal Compliance (US)
Compliance (United States Specific) Detail Workbook
Employee Equal Opportunity Exceptions (United States Specific) Detail Workbook
Employee Equal Opportunity for New Hires (United States Specific) Detail Workbook
Employee Equal Opportunity for Separations (United States Specific) Detail Workbook
Employee Equal Opportunity with Salary (United States Specific) Detail Workbook
Employee Equal Opportunity by Job (United States Specific) Comparison Workbook

Checklists

Checklists Overview
Setting Up Checklists
Identifying Performers for Checklist Tasks
Running the Allocate Checklists Process

HRMS Glossary

Index