Title and Copyright Information
Before you begin implementing Oracle HRMS, you must ensure your legislation-specific startup data is installed. The installation is normally done by the MIS Manager. You need this startup data before you use Elements, Payment Methods or Legislation Specific Flexfield Structures.
See Oracle E-Business Suite Installation Guide: Using Rapid Install for more information.
Also, check to see whether there are any post installation steps you need to perform before you start to implement Oracle HRMS.
See: Post Install Steps.
There are two generic post install utilities for Oracle HRMS:
DataInstall enables you to specify all the legislations that you want to install for HR and Payroll, and HR only. This means that when you subsequently perform an installation or upgrade, you can install your legislations in a single operation. DataInstall provides a series of menus from which you can specify the legislation and product combinations.
AutoPatch (adpatch) applies the installation or upgrade combinations that you have previously specified in DataInstall.
Canada and USA
If you are installing Oracle Payroll (Canada and US) you also need to install Quantum, a third party taxation product, produced by Vertex, that Oracle Payroll (Canada and US) uses.
France
If you are installing a French localization, there are two additional post install steps for that must be completed for Oracle HR for France. These are:
Run the Seed French Data process
Create a new EUL (End User Layer) in Discoverer and enable user access to database tables and views by running the Grant HR Access to Discoverer process
Additional Information: See also My Oracle Support Knowledge Document 2277369.1, Oracle E-Business Suite Support Implications for Discoverer 11gR1.
US Federal HR
If you are installing the US Federal HR localization, there is one additional step to be able to produce bitmap reports.
To Run the DataInstall Utility (Required)
To specify legislations using DataInstall:
Run the DataInstall utility to select legislations using the command:
jre oracle.apps.per.DataInstall <APPS Username> <APPS password>
Note: In multiple ledger installs, supply the username and password of the first APPS account.
The DataInstall Main Menu is displayed.
Choose option 1. This displays a screen showing a list of product localization combinations that you can choose.
For each product or localization that already has legislation data on the database, the Action will be defaulted to upgrade. This cannot be changed.
Federal HR only: Choose both Oracle Federal HR and Oracle Human Resources from the list of product localizations.
Select any new installations that you want to implement. For example, if you wanted to install Canada Payroll, number 3, you would type 3I. This would also set the action on Canada Human Resources to Install as dependencies are maintained.
If you are installing an additional legislation, to correct a mistake use the Clear option. If you have selected to install an additional Payroll and HR legislation, clearing the Payroll legislation will clear the HR legislation also.
You cannot use Force Install for upgrades. You only need to use Force Install if you want to reapply steps in the Global Legislation Driver that have already been applied.
If you select a localization other than US or UK, you are returned to the main menu.
If you select a US or UK localization the DataInstall - College Data Option screen is displayed showing whether college data is currently installed for US and UK localizations. The install option is only available if you have no existing college data. If you have existing data then the localization will default to Upgrade, though this can be changed.
Choose Remain if you want to keep the existing data and not apply the upgrade, or choose Clear to set the action to null.
You cannot use Force Install at this point.
Press Return to display the main menu and make further changes or exit.
US and Canada only: If you have installed Oracle Payroll, select the JIT/Geocodes option from the DataInstall menu to load the latest JIT/Geocodes data.
This option is also available to Oracle HR customers who wish to validate US or Canadian addresses using Vertex Geocodes data and/or maintain employee tax data in Oracle HR. However, customers who do not have Oracle Payroll must obtain a license from Vertex before installing this data.
Press Return to display the main menu and make further changes or exit.
When you choose to exit the DataInstall Actions Confirmation screen is displayed.
Select Y to save your changes and exit, or select N to exit without saving your changes.
When you have exited, the DataInstall Actions Summary screen is displayed. This summarizes the actions that will be taken when the program exits, or when ADPATCH is run with the Global Legislation driver.
Run the Global Legislation Driver using AutoPatch (adpatch) (Required)
The Generic HR Post Install Driver delivers the generic entity horizon and all the selected localizations. To run it, type in the following commands:
$ cd $PER_TOP/patch/115/driver $ adpatch
Then apply the driver hrglobal.drv
After applying the Global Legislation Driver, examine the out file hrlegend.lst. This logs any localizations selected in the DataInstall utility but which have not been applied by this driver. Refer to the Installation Manual to ensure that everything has been applied correctly, or contact World-wide Support.
UK only: Examine the following out files:
pegbutcl.lst. This file logs the step that removes previously seeded user tables for the UK legislation before delivering the latest version. It may also show where seed data names have been changed between releases.
perleggb.lst. This file logs the housekeeping step that gets rid of redundant UK seed data after delivery of the latest version. It also records the new balance feeds that have been inserted following an upgrade from Oracle Human Resources to Oracle HRMS.
The log file produced by the FFXBCP formula compilation step. The name of the FFXBCP log follows the naming convention of the <request_id> log, and is included in the last section of the adpatch log.
These files are used by Oracle Support Services to diagnose problems with seed data following an upgrade. SQL errors indicate severe problems. Keep these files for reference in the event of any future problems with UK seed data.
Install Quantum for Oracle Payroll (Canada and US) (Conditionally Required)
Important: The following steps are to be done in RUN Edition of Application
Set up a directory structure to hold the Quantum product.
By default, Oracle Payroll looks for the Quantum product in the $PAY_TOP/vendor/quantum directory, however, you can choose where it is placed and override the default location.
Suggestion: You can create a $PAY_TOP/vendor/quantum_versions directory and a quantum symbolic link under $PAY_TOP/vendor Directory pointing to the correct version of Quantum, since the Quantum products release cycle may be different from Oracle Payroll. For example, copy Quantum 3.0.1 to $PAY_TOP/vendor/quantum_versions/3.0.1. Now create quantum symbolic link as "ln -s quantum_versions/3.0.1 quantum" under $PAY_TOP/vendor directory. It is necessary to create the Symbolic link relative to the $PAY_TOP/vendor instead of creating a link from Root Directory by using $PAY_TOP/vendor/quantum_versions/3.0.1.
Unzip the Quantum Components from the Quantum Patch.
Oracle Applications provides a Quantum Patch in which will be a ZIP file called pyvendor.zip. On unzipping the patch, the pyvendor.zip can be found under directory [patchnumber]/sht/lib. In the ZIP file will be one ZIP file per operating system that is supported by Oracle Payroll (US). Uncompress the pyvendor.zip file and then Uncompress the zip file of the required operating system. Move the required version into the directory structure created in Step 1. For example, uncompress the files then do the following:
$ mv SOLARIS/3.0.1 $PAY_TOP/vendor/quantum_versions $ ln -s quantum_versions/3.0.1 $PAY_TOP/vendor/quantum
The extraction from the compressed file will create a directory called (<operating system>3.0.1) and two sub directories (lib and utils) along with a number of files in each directory.
Build the Quantum product's data files.
To build Quantum's data files, firstly create a directory to hold the data files. Oracle Payroll assumes that these data files are in $PAY_TOP/vendor/quantum/data.
Secondly, run the utility cbmaint that is in the Quantum utils directory. This utility will show a menu of either Payroll or Geocoder. Choose the Payroll option and at the prompt "Enter the Payroll datasource name:" enter the directory into which the data files are to be placed, for example, $PAY_TOP/vendor/quantum/data (Please note to replace $PAY_TOP with the absolute path for your instance). Once the processing is complete, the menu will reappear and the utility can be exited.
Note: Ensure that the file permissions of the data files are set to readable for all the relevant users. If this is not done then Oracle Payroll will not be able to access these files.
Populate the Quantum data files.
Once the data files have been created they need to be populated with taxation data. The taxation data is held in a file called qfpt.dat, which will be delivered in the pyvendor.zip file. Copy this file into the Quantum product area. Once this has been done the data file update utility can be run. This is located in the utils directory called vprtmupd. Select the Update Payroll Tax option from the menu, and answer the displayed questions. The first prompts for the datasource, this should be the location of the data files created in the previous step. The second is the location of the qfpt.dat file. For example:
Enter Datasource: $PAY_TOP/vendor/quantum/data Enter the path of the update file: $PAY_TOP/vendor/quantum
Important: It is necessary to replace the $PAY_TOP with the absolute path in your instance in the above parameter values.
The update file supplied is a default file, it is not guaranteed to calculate taxes correctly. Its purpose is to allow you to perform testing prior to contacting Vertex to request the correct update file.
Register the Quantum Data Files location.
If the data files for Quantum have not been placed in the default location ($PAY_TOP/vendor/quantum/data), then the location of these files must be supplied to Oracle Payroll. This is performed by placing a row in the PAY_ACTION_PARAMETERS table:
SQL> insert into pay_action_parameters values ('TAX_DATA', '< Override Location >');
Add instructions to Custom Code Synchronization Driver.
For the Online patching requirement, the File system will now exist as Two Editions. One will be designated as RUN (the one currently in use by Application) and other as PATCH (this will become RUN after the next patching cycle and current RUN will become PATCH). The Quantum Setup done above in RUN Edition should be moved to PATCH Edition so that after the next patching cycle, the latest RUN Edition will have the Quantum Setup done above.
In order to achieve this synchronization between RUN Edition and PATCH Edition File systems, we have a provision through the "Custom Syncup Driver" available as part of ADOP Prepare Phase
It is necessary to add commands (which will be explained below) to the Custom Syncup Driver $APPL_TOP_NE/EBSapps/appl/ad/custom/adop_sync.drv to synchronize the Quantum Files. As Quantum files can be maintained default Location of $PAY_TOP/vendor/quantum or Customer preferred Override Location, instructions are mentioned below on how to add commands to the Custom Syncup Driver based on the way Quantum files are maintained.
Important: The following instructions are explained with reference to Linux Operating System. Users on other Operating systems should use the equivalent instructions in their Operating Systems to acheive the required synchronization.
Quantum files under default Location of $PAY_TOP/vendor/quantum:
It is necessary to synchronize the Quantum directories from RUN Edition to PATCH Edition File system. If the Quantum directories are mentioned in Action Pararameters, then those values are also need to be updated. The commands to be added are:
##Begin of Section for Quantum Synchronization## ##Sync up Quantum Directories## rsync -lzr %s_run_base%/EBSapps/appl/pay/12.0.0/vendor %s_patch_base%/EBSapps/appl/pay/12.0.0 ##Update to Action Parameter Level Quantum Directories Overrides## %s_tools_oh%/bin/sqlplus %s_apps_user%/%s_appsPwd% @%s_run_base%/EBSapps/appl/pay/12.0.0/patch/115/sql/pyusupdpa.sql %s_run_base% %s_patch_base% ##End for Quantum Synchronization##
Quantum files under customer preferred Override Location:
If customer is using any different location to store the Quantum files instead of the default $PAY_TOP/vendor/quantum and if this Override location is outside the RUN Edition and PATCH Edition File systems , it is necessary to ensure that they specify the synchronization step as given below in the custom sync up driver $APPL_TOP_NE/EBSapps/appl/ad/custom/adop_sync.drv. In this case, no requirement to update the Action Parameter Values holding the Quantum Override directories. They must always hold the values corresponding to the Override Location. The commands to be added are:
##Begin of Section for Quantum Synchronization## ##Sync up Quantum Directories## rsync -lzr <Location where quantum directory is present> %s_run_base%/EBSapps/appl/pay/12.0.0/vendor rsync -lzr %s_run_base%/EBSapps/appl/pay/12.0.0/vendor %s_patch_base%/EBSapps/appl/pay/12.0.0 ##End for Quantum Synchronization##
Run the Seed French Data process (France)
This process creates and populates some of the user defined tables used by the various French reports for the Business Group of the current responsibility. It also delivers the example data for the Bilan Social. It should be run for each Business Group that contains data for the French legislation.
For information on the user defined tables created by this process see: User Defined Tables Used by the Bilan Social, Oracle HRMS Enterprise and Workforce Management Guide , and User Defined Tables, Oracle HRMS Configuring, Reporting, and System Administration Guide
Run the Seed French Data process in the Submit Requests window.
Create an EUL and Enable User Access to Database Tables and Views by Running the Grant HR Access to Discoverer process (France)
Additional Information: See also My Oracle Support Knowledge Document 2277369.1, Oracle E-Business Suite Support Implications for Discoverer 11gR1.
In order to use the supplied business area and Discoverer workbooks you must perform the following steps:
Create an EUL
If you do not have an existing Oracle Discoverer EUL you must create one before you can import the HR France - Bilan Social business area.
See: Oracle Discoverer Administration Guide for further information on creating an EUL.
Import the hrfrbsel.eex file
Once you have a suitable EUL you must import the hrfrbsel.eex file. This will deliver the HR France - Bilan Social business area. This file is contained in the Bilan Social Discoverer Components zip file that can be obtained from Oracle World Wide Support.
See: Oracle Discoverer Administration Guide for further information on importing files.
Run the Grant HR Access to Discoverer process
The EUL user must be given the correct permissions in order to access the tables and views in the database that are used by the Bilan Social. To do this, you must run Grant HR Access to Discoverer process in the Submit Requests window.
You will now be prompted to enter the following parameters:
the connect string for the database on which the Bilan Social data is stored
your EUL user name
your EUL password
Choose Submit. The process will now run and assign the appropriate permissions to your EUL user.
HR Print Reports (US Federal)
To be able to produce bitmap and postscript reports, you must relink ar60runb.
Chenv to the environment.
Make sure that FND_TOP and APPL_TOP are correct.
cd $FND_TOP/bin
adrelink.sh force=y "fnd ar60runb"
Use the following checklists to record which parts of Oracle HRMS you want to use. Then refer to the implementation steps to see the high level steps you must complete for each business function you have chosen to implement.
Note: Refer to the Post Install Steps to see any steps you must perform before you implement Oracle HRMS.
< Administration (Required)Includes key and descriptive flexfields, Extra Information Types (EITs), currencies, View All HRMS User, and lookups.
< Enterprise and Workforce Management (Required)Includes organizations, jobs, positions and position control, workflow for transactions, HR budgets, person types, collective agreements, and GRE Federal and State Identification Numbers for New Hire reporting.
< Payroll Process Management (Optional)Includes payrolls, payment methods, and Workers' Compensation.
< Compensation, Benefits, and Payroll (Optional)Includes grades, grade related pay, benefits eligibility, life events, compensation objects, enrollment requirements, activity rates, elements, salary administration, leave and absence management, element sets, and additional setup for payroll processing and health and welfare.
< Workforce Sourcing and Deployment (Required)Includes recruitment, assignment statuses, contract statuses, assignment rate types for contingent workers, special personal information, and requirements matching.
< Talent Management (Optional)Includes competencies, objectives (Workforce Performance Management), qualifications, and appraisals.
< HR Information Systems (Optional)Includes reports, letter generation, configuration, task flows, user security, audit requirements, Oracle Applications Help, and Web Applications Desktop Integrator (Web ADI).
Some of the steps outlined in this section are Required, and some are Optional. Required with Defaults means that the setup functionality comes with predefined, default values in the database; however, you should review those defaults and decide whether to change them to suit your business needs. If you want or need to change them, you should perform that setup step. You need to perform Optional steps only if you plan to use the related feature or complete certain business functions.
Administration
Enterprise and Workforce Management 1
Enterprise and Workforce Management 2
Enterprise and Workforce Management 3
Payroll Process Management
Compensation, Benefits, and Payroll 1
Compensation, Benefits, and Payroll 2
Compensation, Benefits, and Payroll 3
Total Compensation 1
Total Compensation 2
Total Compensation 3
Total Compensation 4
Element Sets and Batch Control Totals
Workforce Sourcing and Deployment 1
Workforce Sourcing and Deployment 2
Talent Management
Workforce Intelligence
HR Information Systems 1
HR Information Systems 2
HR Information Systems 3
Specific Business Functions 1
Specific Business Functions 2
The administration steps are usually performed by the System Administrator. Sign on to the application using your System Administrator username and password. Contact your DBA if you do not know this information.
Before you can define a business group in Oracle HRMS you must define six Key Flexfield Structures:
Job
Position
Grade
People Group
Cost Allocation
Competence
You can also define the Collective Agreement Grades flexfield at this time, or you can do it after defining your business group.
Before you begin your implementation of these key flexfields you must clearly specify your requirements. This specification must include the following details for each key flexfield:
The Structure Name and the number of Segments
The Flexfield Segment Names, Order, Validation Options, and Qualifiers
The Flexfield Value Sets and any lists of values
After you have completed the definition of a key flexfield, you need to run the Create Key Flexfield Database Items process concurrent process to generate Database Items for the individual segments of the Flexfield. This applies to your Job, Position, Grade, Competence, and People Group Key Flexfields only.
Important: If you used the Configuration Workbench, you have already defined the structures for your Job, Position, and Grade key flexfields. You may want to add more validation, such as cross-validation. The Workbench created default structures for the other flexfields associated with a business group (People Group, Cost Allocation, and Competence). If you plan to use these flexfields in your implementation, you must update the default structures to display the segments you require.
After you have specified your requirements for recording and reporting Job information, follow this implementation sequence:
To validate the values which a user can enter for any segment, you must define a specific Value Set.
The attributes of the Value Set control the type of values that can be entered, and how many characters each segment can hold. The attributes of the Value Set will also control how the values are to be validated.
Value Sets can be shared by different segments of the same flexfield, or by segments of any other flexfield.
Use the Value Set window.
See: Defining Value Sets, Oracle E-Business Suite Flexfields Guide
Define a structure for your Job Flexfield which contains the segments you want to use for your business group. You use this structure to create your unique Job Names in the Job window.
You must enter Yes in the Allow Dynamic Inserts field. If you enter No, you cannot create new job name combinations in the Job window.
Note: You do not need to use a Value Set to validate a segment. If you do not specify a Value Set then a user can enter any alphanumeric value up to a limit of 150 characters.
Use the Key Flexfield Segments window
See: Defining Key Flexfield Structures, Oracle E-Business Suite Flexfields Guide
If you have chosen Independent or Dependent validation for a Value Set used by a Job Flexfield Segment, you must define your list of valid values for the Value Set.
Use the Segment Values window
See: Defining Segment Values, Oracle E-Business Suite Flexfields Guide
Define any Cross Validation Rules you want to use to control the combinations of segment values which a user can enter.
You define Rules to Include or Exclude combinations of segment values. For each segment, you can define a Low to High range of values.
Use the Cross-Validation Rule window
See: Defining Cross-Validation Rules, Oracle E-Business Suite Flexfields Guide
Define Aliases for common combinations of segment values if you want to provide these as default options.
Use the Shorthand Aliases window
See: Defining Shorthand Aliases, Oracle E-Business Suite Flexfields Guide
You are now ready to freeze your Job Flexfield definition. Navigate to the Key Flexfield Segments window. Enter Yes in the Freeze Flexfield Definition field and save your changes. The application now freezes and compiles your Job Flexfield definition. Compiling the flexfield definition enables the Job Flexfield window with the defaults, values and rules that you have defined.
Use the Key Flexfield Segments window
See: Defining Key Flexfield Structures, Oracle E-Business Suite Flexfields Guide
If you want to make use of the individual segments of the flexfield as separate Database Items you can run this concurrent process from the Submit a New Request window. The only parameter associated with this process is the Key Flexfield Name.
Use the Submit a New Request window
See: Running Reports and Programs, Oracle E-Business Suite User's Guide
After you have specified your requirements for recording and reporting Position information in your enterprise, follow this implementation sequence:
To validate the values a user can enter for any segment, you must define a specific Value Set.
The attributes of the Value Set control the type of values that can be entered, and how many characters each segment can hold. The attributes of the Value Set also control how the values are to be validated.
Value Sets can be shared by different segments of the same flexfield, or by segments of any other flexfield.
Use the Value Set window.
See: Defining Value Sets, Oracle E-Business Suite Flexfields Guide
Define a structure for your Position Flexfield which contains the segments you want to use for your business group. You use this structure to create your unique Position Names in the Position window.
You must enter Yes in the Allow Dynamic Inserts field. If you enter No, you cannot create new position name combinations in the Position window.
Note: You do not need to use a Value Set to validate a segment. If you do not specify a Value Set then a user can enter any alphanumeric value up to a limit of 150 characters.
Use the Key Flexfield Segments window
See: Defining Key Flexfield Structures, Oracle E-Business Suite Flexfields Guide
If you have chosen Independent or Dependent validation for a Value Set used by a Position Flexfield Segment, you must define your list of valid values for the Value Set.
Use the Define Segment Values window
See: Defining Segment Values, Oracle E-Business Suite Flexfields Guide
Define any Cross Validation Rules you want to use to control the combinations of segment values which a user can enter.
You define Rules to Include or Exclude combinations of segment values. For each segment, you can define a Low to High range of values.
Use the Cross-Validation Rule window
See: Defining Cross-Validation Rules, Oracle E-Business Suite Flexfields Guide
Define Aliases for common combinations of segment values if you want to provide these as default options.
Use the Shorthand Aliases window
See: Defining Shorthand Aliases, Oracle E-Business Suite Flexfields Guide
You are now ready to freeze your Position Flexfield definition. Navigate to the Key Flexfield Segments window. Enter Yes in the Freeze Flexfield Definition field and save your changes. The application now freezes and compiles your Position Flexfield definition. Compiling the flexfield definition enables the Position Flexfield window with the defaults, values, and rules that you have defined.
Use the Key Flexfield Segments window
See: Defining Key Flexfield Structures, Oracle E-Business Suite Flexfields Guide
If you want to make use of the individual segments of the flexfield as separate Database Items you can run this concurrent process from the Submit a New Request window. The only parameter associated with this process is the Key Flexfield Name.
Use the Submit a New Request window
See: Running Reports and Programs, Oracle E-Business Suite User's Guide
After you have specified your requirements for recording and reporting Grade information in your enterprise, follow this implementation sequence:
To validate the values which a user can enter for any segment, you must define a specific Value Set.
The attributes of the Value Set control the type of values that can be entered, and how many characters each segment can hold. The attributes of the Value Set also control how the values are to be validated.
Value Sets can be shared by different segments of the same flexfield, or by segments of any other flexfield.
Use the Value Set window.
See: Defining Value Sets, Oracle E-Business Suite Flexfields Guide
Define a structure for your Grade Flexfield which contains the segments you want to use for your business group. You use this structure to create your unique Grade Names in the Grades window.
You must enter Yes in the Allow Dynamic Inserts field. If you enter No, you cannot create new grade name combinations in the Grades window.
Note: You do not need to use a Value Set to validate a segment. If you do not specify a Value Set then a user can enter any alphanumeric value up to a limit of 150 characters.
Use the Key Flexfield Segments window.
See: Defining Key Flexfield Structures, Oracle E-Business Suite Flexfields Guide
If you have chosen Independent or Dependent validation for a Value Set used by a Grade Flexfield Segment, you must define your list of valid values for the Value Set.
Use the Define Segment Values window
See: Defining Segment Values, Oracle E-Business Suite Flexfields Guide
Define any Cross Validation Rules you want to use to control the combinations of segment values a user can enter.
You define Rules to Include or Exclude combinations of segment values. For each segment, you can define a Low to High range of values.
Use the Cross-Validation Rule window
See: Defining Cross-Validation Rules, Oracle E-Business Suite Flexfields Guide
Define Aliases for common combinations of segment values if you want to provide these as default options.
Use the Shorthand Aliases window
See: Defining Shorthand Aliases, Oracle E-Business Suite Flexfields Guide
You are now ready to freeze your Grade Flexfield definition. Navigate to the Key Flexfield Segments window. Enter Yes in the Freeze Flexfield Definition field and save your changes. The application now freezes and compiles your Grade Flexfield definition. Compiling the flexfield definition enables the Grade Flexfield window with the defaults, values, and rules that you have defined.
Use the Key Flexfield Segments window
See: Defining Key Flexfield Structures, Oracle E-Business Suite Flexfields Guide
If you want to make use of the individual segments of the flexfield as separate Database Items you can run this concurrent process from the Submit a New Request window. The only parameter associated with this process is the Key Flexfield Name.
Use the Submit a New Request window
See: Running Reports and Programs, Oracle E-Business Suite User's Guide
People Group information, associated with employee and contingent worker assignments, identifies special groups of people, such as members of a union or a working group.
Warning: In Oracle HRMS you must define at least one segment for the People Group Key Flexfield.
If you do not, you will not be able to use the Assignment window for employees, applicants, or contingent workers.
After you have specified your requirements for recording and reporting People Group information, follow this implementation sequence:
To validate the values a user can enter for any segment, you must define a specific Value Set.
The attributes of the Value Set control the type of values that can be entered, and how many characters each segment can hold. The attributes of the Value Set also control how the values are to be validated.
Value Sets can be shared by different segments of the same flexfield, or by segments of any other flexfield.
Use the Value Set window.
See: Defining Value Sets, Oracle E-Business Suite Flexfields Guide
Define a structure for your People Group Flexfield that contains the segments you want to use for your business group. You use this structure to enter People Group details in the Assignment window.
You must enter Yes in the Allow Dynamic Inserts field. If you enter No, you cannot enter People Group information in the Assignment window.
Note: You do not need to use a Value Set to validate a segment. If you do not specify a Value Set then a user can enter any alphanumeric value up to a limit of 150 characters.
Use the Key Flexfield Segments window
See: Defining Key Flexfield Structures, Oracle E-Business Suite Flexfields Guide
If you have chosen Independent or Dependent validation for a Value Set used by a People Group Flexfield Segment, you must define your list of valid values for the Value Set.
Use the Define Segment Values window
See: Defining Segment Values, Oracle E-Business Suite Flexfields Guide
Define any Cross Validation Rules you want to use to control the combinations of segment values a user can enter.
You define Rules to Include or Exclude combinations of segment values. For each segment, you can define a Low to High range of values.
Use the Cross-Validation Rule window
See: Defining Cross-Validation Rules, Oracle E-Business Suite Flexfields Guide
Define Aliases for common combinations of segment values if you want to provide these as default options.
Use the Shorthand Aliases window
See: Defining Shorthand Aliases, Oracle E-Business Suite Flexfields Guide
You are now ready to freeze your People Group Flexfield definition. Navigate to the Key Flexfield Segments window. Enter Yes in the Freeze Flexfield Definition field and save your changes. The application now freezes and compiles your People Group Flexfield definition. Compiling the flexfield definition enables the People Group Flexfield window with the defaults, values, and rules that you have defined.
Use the Key Flexfield Segments window.
See: Defining Key Flexfield Structures, Oracle E-Business Suite Flexfields Guide
If you want to make use of the individual segments of the flexfield as separate Database Items you can run this concurrent process from the Submit a New Request window. The only parameter associated with this process is the Key Flexfield Name.
Use the Submit a New Request window.
See: Create Key Flexfield Database Items, Oracle HRMS Configuring, Reporting, and System Administration Guide
See: Running Reports and Programs, Oracle E-Business Suite User's Guide
Cost Allocation information normally records the details of employee costing associated with payroll results. If you have installed Oracle Payroll, you can accumulate the costs associated with your payroll results and transfer these to your General Ledger system. If you have not installed Oracle Payroll you can use the costing flexfield to enter your cost allocation information.
After you have specified your requirements for recording and reporting costing information, follow this implementation sequence:
Warning: You must define at least one segment for the Cost Allocation Key Flexfield. If you do not, you will experience problems using windows with the flexfield window.
To validate the values which a user can enter for any segment, you must define a specific Value Set.
The attributes of the Value Set control the type of values that can be entered, and how many characters each segment can hold. The attributes of the Value Set also control how the values are to be validated.
Value Sets can be shared by different segments of the same flexfield, or by segments of any other flexfield.
Use the Value Set window.
See: Defining Value Sets, Oracle E-Business Suite Flexfields Guide
Define a structure for your Cost Allocation Flexfield which contains the segments you want to use for your business group. You use this structure to enter your payroll costing details.
You must enter Yes in the Allow Dynamic Inserts field. If you enter No, you cannot enter Costing details anywhere on the system.
Note: You do not need to use a Value Set to validate a segment. If you do not specify a Value Set then a user can enter any alphanumeric value up to a limit of 150 characters.
The Cost Allocation Flexfield is the only key flexfield in Oracle HRMS that makes use of Qualifiers. You use Segment Qualifiers to control the level at which costing information can be entered to the system. Each Qualifier determines the level at which costing information can be entered. The following table illustrates the six possible choices for each segment:
Qualifier | Effect on window |
---|---|
Payroll | Enter segment values in the Payroll window. |
Link | Enter segment values in the Element Link window. |
Balancing | Enter balancing segment values in the Element Link window. |
Organization | Enter segment values in the Costing Information window for the Organization. |
Assignment | Enter segment values in the Costing window for the assignment. |
Entry | Enter segment values in the Element Entries window. |
Use the Key Flexfield Segments window
See: Defining Key Flexfield Structures, Oracle E-Business Suite Flexfields Guide
If you have chosen Independent or Dependent validation for a Value Set used by a Cost Allocation Flexfield Segment, you must define your list of valid values for the Value Set.
Use the Define Segment Values window.
See: Defining Segment Values, Oracle E-Business Suite Flexfields Guide
Define any Cross Validation Rules you want to use to control the combinations of segment values a user can enter.
You define Rules to Include or Exclude combinations of segment values. For each segment, you can define a Low to High range of values.
Use the Cross-Validation Rule window
See: Defining Cross-Validation Rules, Oracle E-Business Suite Flexfields Guide
Define Aliases for common combinations of segment values if you want to provide these as default options.
Use the Shorthand Aliases window
See: Defining Shorthand Aliases, Oracle E-Business Suite Flexfields Guide
You are now ready to freeze your Cost Allocation Flexfield definition. Navigate to the Key Flexfield Segments window. Enter Yes in the Freeze Flexfield Definition field and save your changes. Oracle HRMS now freezes and compiles your Cost Allocation Flexfield definition. Compiling the flexfield definition enables the Cost Allocation Flexfield window with the defaults, values, and rules that you have defined.
Use the Key Flexfield Segments window
See: Defining Key Flexfield Structures, Oracle E-Business Suite Flexfields Guide
The Competence Key Flexfield records information about multi-level competencies. This enables you to record more details about a competence.
After you have specified your requirements for recording and reporting competence information, follow this implementation sequence:
To validate the values that a user can enter for any segment, you must define a specific Value Set.
The attributes of the Value Set control the type of values that can be entered, and how many characters each segment can hold. The attributes of the Value Set also control how the values are to be validated.
Value Sets can be shared by different segments of the same flexfield, or by segments of any other flexfield.
Use the Value Set window.
See: Defining Value Sets, Oracle E-Business Suite Flexfields Guide
Define a structure for your Competence Flexfield that contains the segments you want to use. You use this structure to enter your competence details in the Competence window.
You must enter Yes in the Allow Dynamic Inserts field. If you enter No, you cannot enter new details in the Competence window.
You must specify one of the segments as the Default Attribute using the flexfield qualifier. You must also attach the Others flexfield qualifier to all other segments in the structure.
If you intend to upload SkillScape competencies you should try to ensure that you set up segment 1 to record the competence name as this is the segment into which the competence name is automatically uploaded. If you define another segment to hold the competence name you must alter the file $PER_TOP/patch/115/sql/peducomp.sql so that the reference to segment1 is changed to the segment in which you hold the name.
Note: You do not need to use a Value Set to validate a segment. If you do not specify a Value Set then a user can enter any alphanumeric value up to a limit of 150 characters.
Use the Key Flexfield Segments window.
See: Defining Key Flexfield Structures, Oracle E-Business Suite Flexfields Guide
If you have chosen Independent or Dependent validation for a Value Set used by a Competence Flexfield Segment, you must define your list of valid values for the Value Set.
Use the Segment Values window.
See: Defining Segment Values, Oracle E-Business Suite Flexfields Guide
Define any Cross-Validation Rules you want to use to control the combinations of segment values a user can enter.
You define Rules to Include or Exclude combinations of segment values. For each segment, you can define a Low to High range of values.
Use the Cross-Validation Rule window.
See: Defining Cross-Validation Rules, Oracle E-Business Suite Flexfields Guide
Define Aliases for common combinations of segment values if you want to provide these as default options.
Use the Define Shorthand Aliases window.
See: Defining Shorthand Aliases, Oracle E-Business Suite Flexfields Guide
You are now ready to freeze your Competence Flexfield definition. Navigate to the Define Key Flexfield Segments window. Enter Yes in the Freeze Flexfield Definition field and save your changes. The application now freezes and compiles your Competence Flexfield definition. Compiling the flexfield definition enables the flexfield window with the defaults, values, and rules that you have defined.
Use the Key Flexfield Segments window.
See: Defining Key Flexfield Structures, Oracle E-Business Suite Flexfields Guide
The Collective Agreement Grades Key Flexfield records information about how an employee is graded or ranked in a collective agreement. The Collective Agreement Grades Key Flexfield enables you to specify any number of structures. Each grade structure is defined as a separate structure of the flexfield. You then link a specific structure to a collective agreement in the Agreement Grades window.
It is not mandatory to define your collective agreement grades key flexfield now. You can do it after you have defined your business groups.
Warning: If you are using the Italian legislation, do not create new structures for the Collective Agreement Grades Key Flexfield. You must use the predefined structure, IT_ CAGR and must not make changes to it.
After you have specified your requirements for recording and reporting agreement grade information, follow this implementation sequence:
You need to design a Collective Agreement Grades Flexfield Structure for each Grade Structure you want the application to hold. For each structure you must include the following:
The Structure Title (the Grade Structure) and the number of Segments.
The Flexfield Segment Names (the Grade Factors), Order, and Validation Options.
The Flexfield Value Sets and any lists of values.
Note: Your system administrator performs this step.
To validate the values that a user can enter for any segment, you must define a specific Value Set.
The attributes of the Value Set control the type of values that can be entered, and how many characters each segment can hold. The attributes of the Value Set also control how the values are to be validated.
Value Sets can be shared by different segments of the same flexfield, or by segments of any other flexfield.
Use the Value Set window.
See: Defining Value Sets, Oracle E-Business Suite Flexfields Guide
Define a structure for your Collective Agreement Grades Flexfield that contains the segments you want to use. You use this structure to create your Reference Grades in the Define Agreement Grades window.
You must enter Yes in the Allow Dynamic Inserts field. If you enter No, you cannot enter new details in the Define Agreement Grades window.
When you access the grades in the Assignment window they display in the numerical order defined in the Number column of the Segments Summary window.
Note: You do not need to use a Value Set to validate a segment. If you do not specify a Value Set then a user can enter any alphanumeric value up to a limit of 150 characters.
Use the Key Flexfield Segments window.
See: Defining Key Flexfield Structures, Oracle E-Business Suite Flexfields Guide
If you have chosen Independent or Dependent validation for a Value Set used by a Collective Agreement Grades Flexfield Segment, you must define your list of valid values for the Value Set.
Use the Segment Values window.
See: Defining Segment Values, Oracle E-Business Suite Flexfields Guide
Define any Cross-Validation Rules you want to use to control the combinations of segment values a user can enter.
You define Rules to Include or Exclude combinations of segment values. For each segment, you can define a Low to High range of values.
Use the Cross-Validation Rule window.
See: Defining Cross-Validation Rules, Oracle E-Business Suite Flexfields Guide
Define Aliases for common combinations of segment values if you want to provide these as default options.
Use the Define Shorthand Aliases window.
See: Defining Shorthand Aliases, Oracle E-Business Suite Flexfields Guide
You are now ready to freeze your Collective Agreement Grades Flexfield definition. Navigate to the Define Key Flexfield Segments window. Enter Yes in the Freeze Flexfield Definition field and save your changes. The application now freezes and compiles your Collective Agreement Grades Flexfield definition. Compiling the flexfield definition enables the flexfield window with the defaults, values, and rules that you have defined.
Use the Key Flexfield Segments window.
See: Defining Key Flexfield Structures, Oracle E-Business Suite Flexfields Guide
Use descriptive flexfields in Oracle HRMS to define your own additional fields to the standard windows. For example, if you want to record Driver's License Number for any person you can define a segment of the Additional Personal Details flexfield to record this additional information.
After this, you can enter a Driver's License Number in the Person window after the standard Personal details.
Note: Because the descriptive flexfield is defined at the level of the base-table, any window using the base-table displays the same descriptive flexfield segments. In this example, the Driver's License Number appears in the Contact window as well as the Person window.
Before you begin to implement any descriptive flexfield you must clearly specify your requirements. You must include the following details:
The Context and the number of Segments for each Context
The Flexfield Segment Names, Order and Validation Options
The Flexfield Value Sets and any lists of values
You can define two types of descriptive flexfield Segments:
Global Segments
Segments always appear in the flexfield window.
Context-Sensitive Segments
Segments appear only when a defined context exists. You can prompt a user to enter the context, or you can provide the context automatically from a reference field in the same region.
Note: Often you can choose between using a code, a "base-table" field, and a field that contains a meaning or description. You should always use base-table fields as reference fields for Context-Sensitive segments. These fields usually have the same name as the column in the base table.
Some of the Standard Reports supplied with the system include descriptive segment values. If you follow this suggestion, these reports will be able to use the prompts you define - otherwise they will apply a generic prompt to the data.
Note: If you want to include descriptive flexfield Segment Values in the Lookups list for DateTrack History, you need to modify the DateTrack History Views supplied in the application.
You must use the Application Developer Responsibility to update the definition of the descriptive flexfield. From the Descriptive Flexfields window, navigate to the Reference Fields block and enter the name of the Reference Field you want to use.
Warning: Some descriptive flexfields are predefined and protected. These are used to deal with specific legislative and reporting needs of individual countries or industries.
Do not attempt to alter the definitions of these protected flexfields. These definitions are a fundamental part of Oracle HRMS. Any change to them may lead to errors in the operating of the application.
Oracle HRMS may use other segments of these flexfields in the future. Therefore, do not add segments to any protected flexfield. This can impair your ability to upgrade your system.
Use the Descriptive Flexfields window.
If you want to validate the values a user can enter for any segment you must define a specific Value Set.
The attributes of the Value Set control the type of values that can be entered, and how many characters each segment can hold.
The attributes of the Value Set also control how the values are to be validated.
Note: Value Sets can be shared by different segments of the same flexfield, or by segments of any other flexfield.
Use the Value Set window.
See: Defining Value Sets, Oracle E-Business Suite Flexfields Guide
Define the segments of your descriptive flexfield for each Context.
You do not need to use a Value Set to validate a segment. If you do not specify a Value Set then a user can enter any alphanumeric value up to a limit of 150 characters.
Use Global Context to define any segments always appear in the flexfield window.
Enter your own Context Name to define segments which will appear only for that context.
Freeze and compile your descriptive flexfield definitions.
Warning: Any segment you define as "Required" is required for every record on the system. You can encounter two common problems:
If you define a "Required" segment after you have entered records: Existing records lack a value in this segment, causing the application to error when you query an existing record.
Some descriptive flexfields are used in more than one block. For example, any "Required" segments for Additional Personal Details must be entered for every Employee, Contingent Worker, Applicant, or Contact.
Use the Descriptive Flexfield Segments window.
See: Defining Descriptive Flexfield Structures, Oracle E-Business Suite Flexfields Guide
If you have chosen Independent validation for a Value Set used by a descriptive flexfield Segment, you must define a list of valid values for the Value Set.
Use the Define Segment Values window.
See: Defining Segment Values, Oracle E-Business Suite Flexfields Guide
When you have defined your descriptive flexfields you should run the Create Descriptive Flexfields Database Items process to create database items for your non-context-sensitive descriptive flexfield segments.
You should rerun this process whenever you create additional non-context-sensitive descriptive flexfield segments.
Note: If you require Database Items for Context Sensitive flexfield segments you should consult your Oracle Support Representative for full details of how to add other Database Items.
Use the Submit a New Request window
See: Running Reports and Programs, Oracle E-Business Suite User's Guide
Extra Information Types are a type of descriptive flexfield that let you add an unlimited number of information types to six of the most important entities in Oracle HRMS.
For example, you might want to use the EIT on Assignment to hold information about project work within an assignment.
Note: With Organizations you can group the EITs by classification so that when a user selects a classification they see the EITs associated with the classification. You must undertake some additional steps to implement EITs for an Organization.
Once you have decided which extra information types you require, you need to select the descriptive flexfield by title. Create a new record in the Context Field Values region and enter the name of your new Information Type in the Code field. Enter the segment values and compile the descriptive flexfield.
Use the Descriptive Flexfield Segments window.
See: Setting up Extra Information Types (Excluding Organization EITs), Oracle HRMS Configuring, Reporting, and System Administration Guide
EITs do not appear automatically in any responsibility. You must set up responsibility-level access for EITs. Alternatively, use CustomForm security to add individual EITs to a specific taskflow window. This level of security is usually defined later in the implementation when you need to restrict user access.
Note: This security does not apply to EITs on organizations.
Use the Information Types Security window.
See: Setting Up Extra Information Types against a Responsibility, Oracle HRMS Configuring, Reporting, and System Administration Guide.
EITs for organization classifications are set up differently from other EITs. When you define them you must also associate them with the classification of the organization. When a user selects the classification then the application displays the correct set of EITs.
Define a new organization classification if you want to group your EITs in this way. You do not need to do so if you intend to use an existing classification.
Tip: When you install Oracle HRMS you will find a predefined list of Organization Classifications. These values are defined for the Lookup Type ORG_CLASS, and provide options for all users of the Organization window.
You can disable the Lookup values you will not use in your implementation in the Application Utilities Lookups window.
Use the Application Utilities Lookups window.
See: Adding Lookup Types and Values, Oracle HRMS Configuring, Reporting, and System Administration Guide
Define a new EIT and then enter a row into the HR_ORG_INFORMATION TYPES table. Then specify for which organization classifications this EIT is available.
See: Setting Up Extra Information Types for an Organization Classification, Oracle HRMS Configuring, Reporting, and System Administration Guide
These are tasks for your System Administrator.
Important: If you used the Configuration Workbench, you can skip these steps. The Workbench enables the currencies for the countries in which your enterprise operates, and creates a user called HRMS_USER for each business group.
All major currencies are predefined with Oracle Applications. The codes used are the ISO standard codes for currencies. However, you must enable the specific currencies you want to use for your ledger currency, or for any compensation and benefit information.
The "ledger currency" is the default currency used by your business group.
Note: Oracle HRMS does not use extended precision. You can control the precision in any calculation using a formula.
Use the Currencies window
See: Enabling Currencies, Oracle HRMS Configuring, Reporting, and System Administration Guide.
Before you can access any of the HRMS windows you must create a new Application User with access to one of the default Responsibilities supplied with the application.
Use the Users window.
See: Users Window, Oracle E-Business Suite Security Guide
Lookups supply many of the lists of values in Oracle HRMS. For example, both Title and Nationality in the Person window use Lookups.
You can add new Lookups Values at any time. You can set the Enable Flag for a Value to No, so that it will no longer appear in the list of values, or you can use the Start and End Dates to control when a value will appear in a list.
See: Adding Lookup Types and Values, Oracle HRMS Configuring, Reporting, and System Administration Guide
To begin modelling your enterprise, you set up the business groups, legal entities, and operating companies that comprise your organizational framework. You can define these organizations and locations yourself, or complete a configuration interview in the Configuration Workbench. The workbench creates the organizations and locations and places them in a hierarchy for you. The workbench creates a "View All" responsibility for each business group, and sets the required user profile options.
When the organizational framework is in place, you can extend it by creating additional internal and external organizations, and their locations, and by building the organizations into hierarchies.
If you use the Configuration Workbench, then you can skip steps 1, 2, and 3, although you can optionally perform step 2 to add user profile options to the responsibilities that the workbench creates. If you do not use the Configuration Workbench, then follow the steps below to configure your enterprise framework.
To find out what organization structures the workbench sets up see: Key Concepts for Representing Enterprises, Oracle HRMS Enterprise and Workforce Management Guide
You can use the Startup business group with all of its default definitions, which you can use with the default responsibility (Option 1), or you can define other business groups to meet your own needs (Option 2).
To find out how many business groups you require, see: Key Concepts for Representing Enterprises
Option 1: Adapt the Startup Business Group
Select the default Oracle Human Resources responsibility with the security group 'Standard'. This enables you to see all the records for the startup Business Group.
Adapt the startup Business Group to your own Business Group requirements.
Warning: The Setup business group has a default legislation code of US and a default base currency of USD.
If you intend to process payrolls in your business group, or you intend to implement legislation for another territory, you must create a new business group with a valid legislation code and base currency. The system uses these values to copy in the predefined data it needs to comply with local legislative and processing requirements.
You cannot change these definitions after they have been saved.
See: Creating an Organization, Oracle HRMS Enterprise and Workforce Management Guide
Option 2: Create New Business Groups and Responsibilities
Create a new Business Group.
See: Creating an Organization, Oracle HRMS Enterprise and Workforce Management Guide
Set up a responsibility for the business group in the Responsibilities window.
Note: Use Standard HRMS security, rather than the Security Groups Enabled model during implementation. You can change to the Security Groups Enabled model later in your implementation. See: Security Models, Oracle HRMS Configuring, Reporting, and System Administration Guide
Set the HR User Profile Options for any new responsibilities you create. You must set up the HR: User Type, HR: Security Profile and the HR: Business Group options, at responsibility level.
You can set also set up other User Profile Options for new responsibilities you created or the workbench generated.
See: System Profile Values Window, Oracle Applications System Administrator's Guide
See: User Profiles, Oracle HRMS Configuring, Reporting, and System Administration Guide
Create the legal entities and operating companies you require to represent your enterprise. The operating companies and legal entities are key organization structures that form your basic enterprise framework, to find out what they represent, see: Key Concepts for Representing Enterprises, Oracle HRMS Enterprise and Workforce Management Guide
To find out how many operating companies and legal entities you require, see: Configuration Models for Your Enterprise Framework
See: Setting up Organizations, racle HRMS Enterprise and Workforce Management Guide
You can extend your basic enterprise structure by creating additional organizations and locations to represent 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
See: Setting Up Organizations, Oracle HRMS Enterprise and Workforce Management Guide
The Configuration Workbench creates legal entities for HR purposes only. If you want to integrate Oracle Payroll with Oracle Cash Management, see: the Oracle Cash Management User Guide
Enter the appropriate classifications for each organization and details for any extra information types.
Use the Organization window.
See: Entering Organization Classifications, Oracle HRMS Enterprise and Workforce Management Guide
See: Entering Additional Information, Oracle HRMS Enterprise and Workforce Management Guide
If you want to integrate Oracle Payroll with Oracle Cash Management, see the Oracle Cash Management User Guide
A Business Group can include any number of organizations. You can represent your management or other reporting structures by arranging these organizations into reporting hierarchies. An organization can belong to any number of hierarchies, but it can only appear once in any hierarchy.
Note: You may find it easier to define the primary reporting hierarchy using the top organization and one other. Then you can add organizations into the hierarchy when you make your definitions in the Organization window.
Organization reporting lines change often and you can generate a new version of a hierarchy at any time with start and end dates. In this way, you can keep the history of your organizational changes, and you can also use this feature to help you plan future changes.
When you use DateTrack you see the 'current' hierarchy for your effective date.
Note: Your primary reporting hierarchy will usually show your current management reporting structure. You can define other hierarchies for other reporting needs.
For government reporting such as ADA, AAP and OSHA reporting, you must define one or more Reporting Establishments to represent your work sites. If you have more than one such establishment, you must build establishment hierarchies to determine the employees a particular report will cover.
For government reports such as EEO-1 and VETS-100, you create establishment hierarchies to represent your enterprise and group your employees into the establishments required by the report.
You will also need to define FLSA codes for jobs, and EEO codes, salary codes and Job Groups for EEO-1 and AAP reporting
You can create organization hierarchies using the:
Organization Hierarchy Window
See: Creating Organization Hierarchies, Oracle HRMS Enterprise and Workforce Management Guide.
Organization Hierarchy Diagrammers (they enable you to create your hierarchies graphically, and to make intuitive drag-and-drop changes).
See: Adding Organizations or Positions to a Hierarchy, Oracle HRMS Enterprise and Workforce Management Guide
If you used the Configuration Workbench, you may already have loaded jobs from a spreadsheet in the Workbench. You can skip the Define Jobs step.
As part of an employment relationship, a person can simultaneously perform a number of roles in addition to being an employee. These can range from initiatives defined by the enterprise, such as fire warden, to legislative defined roles such as Health and Safety Representative. In Oracle HRMS, these are known as supplementary roles. Supplementary roles are set up as jobs in the Job window
Each job is held in a Job Group. The Job Group is used to store jobs of a similar type together in one group. All standard jobs created in Oracle HRMS, that is, those jobs that define the role the person is employed to fulfil, must be stored in the default HR Job Group. This Job Group is automatically created for your Business Group.
If you want to set up supplementary roles you must set up additional job groups to store these roles.
Use the Job Groups window.
See: Creating a Job Group, Oracle HRMS Enterprise and Workforce Management Guide
Jobs can be generic or specific roles within your enterprise. By definition they are independent of organization structures and are generally used where there is flexibility in employee roles.
A 'Job Name' is a unique combination of values in the segments of the job flexfield structure that you have linked to your Business Group.
Enter the FLSA codes for every job you define. For EEO-1 and AAP reporting, you must also enter EEO-1 codes, salary codes and Job Groups.
As you define jobs add any additional information that is appropriate.
Use the Job window.
See: Defining a Job, Oracle HRMS Enterprise and Workforce Management Guide
If you used the Configuration Workbench, you may already have loaded positions from a spreadsheet in the Workbench. You can skip the Define Positions step.
Note: If you are a German public sector type organization, then you do not use positions as described here.
Each position must have a hiring status: Proposed, Active, Frozen, Eliminated or Deleted. You can create user names for these system hiring statuses, and define more than one user name for each system name, if required.
Use the User Types and Statuses window.
See: Defining Hiring Statuses, Oracle HRMS Enterprise and Workforce Management Guide
In Oracle HRMS a position is a job within an organization. Positions are generally used where roles are fixed within a single organization. If you decide to use positions you may want to use jobs to identify the common job groups of individual positions.
A "Position Name" is a unique combination of values in the segments of the position flexfield structure that you have linked to your business group.
As you define positions add any additional information that is appropriate. To prevent position users from attaching a position to an existing control budget and entering budget data, set the form function parameter DISABLE_BUDGETS="Y" for the Position window (HRWSPSF).
HRMS provides Position Copy and Mass Position Update windows that enable you to automate the reorganization of your workforce. If you want to restrict the positions that appear in these windows to those falling within the user's security profile, you must attach secure versions of the forms to the menu. The secure versions of the function names are PQHWSCET1 (Position Copy) and PQHWSCET2 (Mass Position Update).
Use the Position window to define positions.
See: Defining a Position, Oracle HRMS Enterprise and Workforce Management Guide
See: Entering Additional Information about Jobs and Positions, Oracle HRMS Enterprise and Workforce Management Guide
Oracle HRMS uses the Synchronize Positions process to update the non-datetracked Positions table (PER_ALL_POSITIONS) with changes made to the datetracked table (HR_ALL_POSITIONS_F). When you run the process, any datetracked changes with an effective date on or before today are applied to the non-datetracked table. Hence, future dated changes are not applied until they become effective.
Running the Synchronize Positions process every night ensures that the system automatically updates the table with the position changes that become effective each day. If a power or computer failure disrupts this process, you can start it manually from the Submit a New Request window.
Warning: Ensure that the resubmission interval is set to run every night.
Use the Submit a New Request window.
See: Submitting a Request, Oracle Applications User Guide
You can structure positions into hierarchies to show detailed position reporting structures. You can also use position hierarchies to define security profile groups within your enterprise, or to define career progression paths for positions.
You can create position hierarchies using the:
Position Hierarchy Window
See: Creating a Position Hierarchy, Oracle HRMS Enterprise and Workforce Management Guide
Position Hierarchy Diagrammers (they enable you to create your hierarchies graphically, and to make intuitive drag-and-drop changes).
See: Adding Organizations or Positions to a Hierarchy, Oracle HRMS Enterprise and Workforce Management Guide
The Contexts form determines what information you can view, enter, and change on the Mass Assignment Update and Position Copy forms. A predefined global Context form contains the default position and assignment attribution that appear on the forms. When you create a new Context, you can choose the attributes to display based on a user's Application, Legislation, and Responsibility.
Create a new context defining the Application, Legislation, and Responsibility. Define the attributes to include in the Display, Change List, and Criteria columns.
Use the Contexts window.
See: Defining a Context for Mass Actions, Oracle HRMS Configuring, Reporting, and System Administration Guide
Define list of lookup values for Role Types: PQH_ROLE_TYPE.
Use the Applications Utilities Lookups window.
Define the HRMS roles that you are going to use in your enterprise for routing transactions and budget worksheets.
Use the Roles window.
See: Defining HRMS Roles for Transactions, Oracle HRMS Enterprise and Workforce Management Guide
When you set up workflow, you have a choice of how to route each transaction category (position transaction, budget worksheet, budget reallocation transaction). The routing types include:
routing list
position hierarchy
supervisory hierarchy
Choose one routing type for each transaction category.
Use the Transaction Type Wizard.
See: Transaction Type Wizard, Oracle HRMS Enterprise and Workforce Management Guide .
Define the Post and Future update methods. Define the notification timeout.
Use the Transaction Type Wizard.
See: The Transaction Type Wizard, Oracle HRMS Enterprise and Workforce Management Guide.
You associate roles to users, positions, or role templates, based on the routing type you selected for each transaction category.
Routing List
Assign role(s) to users, specifying the user's default role.
Use the Maintain Roles window.
See: Associating HRMS Roles with Users, Oracle HRMS Enterprise and Workforce Management Guide
Position hierarchy
Assign a role to each position in the position hierarchy.
Note: Before you can assign roles to the positions, you must define the positions and create a position hierarchy.
Use the Maintain Roles window.
See: Associating HRMS Roles with Positions, Oracle HRMS Enterprise and Workforce Management Guide
Supervisory hierarchy
Assign roles to users who initiate transactions or have transactions routed to them as supervisors.
Use the Roles window.
See: Associating HRMS Roles with Users, Oracle HRMS Enterprise and Workforce Management Guide
If you route transactions using:
Routing lists, create routing list(s) specifying the destinations on the list (roles and roles/users).
Use the Routing Lists window.
See: Defining Routing Lists for Transactions, Oracle HRMS Enterprise and Workforce Management Guide
Position hierarchies, include in the position hierarchy the users' primary assignment positions.
Use the Position Hierarchy window.
See: Creating Position Hierarchies, Oracle HRMS Enterprise and Workforce Management Guide
Supervisory hierarchy, verify that supervisors are entered in the Assignment window for those users who will initiate transactions or have transactions routed to them.
You don't define a supervisory hierarchy. When a user routes a transaction, the system automatically determines the user's supervisor (the one entered in the user's primary assignment) and routes to that person.
Use the Assignments window.
See: Entering an Assignment, Oracle HRMS Enterprise and Workforce Management Guide
You can define routing and approval rules that determine the routing sequence and identify valid approvers based on the values entered in the transaction.
Select attributes to use as the basis for defining the routing and approval rules, and then define the rules.
Use the Transaction Type Wizard.
See: Transaction Type Wizard, Oracle HRMS Enterprise and Workforce Management Guide.
Each role must have an associated role template which sets the maximum permissions for that role. The product includes a Basic Role template that you can assign to the roles you define in your organization. You have the option of defining new role templates and establishing permissions appropriate for each role.
Define role templates, specifying attributes as View or Edit.
Use the Roles window.
See: Setting Up Transaction Templates, Oracle HRMS Enterprise and Workforce Management Guide
The product comes with two predefined task templates, a Create and Update template. You can define your own templates for those routine tasks where you wish to simplify or restrict data entry.
Define task templates, defining attributes as View, Edit, or Required.
Use the Templates window.
See: Setting Up Transaction Templates, Oracle HRMS Enterprise and Workforce Management Guide
Each role must have an associated template. You can assign each role the supplied Basic Role template or choose a role template that you have defined.
Use the Templates window.
See: Associating HRMS Roles with Transaction Templates, Oracle HRMS Enterprise and Workforce Management Guide
Designate an organization hierarchy as the primary position control hierarchy. Designate the starting point (top node or subordinate level), and include/exclude subordinates (optional).
You can designate only one hierarchy for position control. Any versions you create of this hierarchy are also position controlled.
Note: Refer to Defining Budget Characteristics, Oracle HRMS Enterprise and Workforce Management Guide for enabling position control on budgets for these organizations.
Use the Organization Hierarchy window.
See: Creating Organization Hierarchies, Oracle HRMS Enterprise and Workforce Management Guide
Review and where necessary configure the business rules (also called process rules) that validate assignment modifications, budgets, and budget reallocations. The predefined business rules are configured as warnings. You can change them to allow an action to proceed (ignore) or to prevent an action (error).
Use the Configurable Business Rules function.
See: Business Rules, Oracle HRMS Enterprise and Workforce Management Guide
With Oracle HRMS you can record summary evaluation information for Jobs, or Positions in the Evaluation window.
Define the name of your evaluation system as a value for the Lookup Type EVAL_SYSTEM.
To record detailed evaluation scores for the Hay System or any other system you can enable the Additional Evaluation Details descriptive flexfield to hold and validate this information.
You can also hold comment or review information for each evaluation you undertake.
Note: If you use more than one evaluation system you may want to define the segments as context sensitive to the System Name.
Use the Application Utilities Lookups window.
See: Adding Lookup Types and Values, Oracle HRMS Configuring, Reporting, and System Administration Guide
Oracle HRMS delivers the following seeded budget measurement units: Money, Hours, Headcount, Full Time Equivalent (FTE), and Percent Full Time Equivalent. You cannot extend the delivered budget measurement units, but you can copy and rename an existing measurement unit.
Define values for BUDGET_MEASUREMENT_TYPE.
Use the Application Utilities Lookups window.
See: Adding Lookup Types and Values, Oracle HRMS Configuring, Reporting, and System Administration Guide
You can configure the application to recalculate and update Assignment Budget Values (ABV) for FTE automatically when determining factors (such as working hours or frequency) change. A related concurrent process (Calculate Assignment Budget Values) helps you initialize assignment records with budget values.
See: Recalculating Assignment Budget Values, Oracle HRMS Enterprise and Workforce Management Guide
See: Running the Calculate Assignment Budget Values Process, Oracle HRMS Enterprise and Workforce Management Guide
The most common period types are already predefined in Oracle HRMS. You can change the names of these predefined types but you cannot add any new types.
Use the Period Types window.
See: Renaming Period Types, Oracle HRMS Enterprise and Workforce Management Guide
You use calendars to define the budget years for your staffing budgets.
Use the Budgetary Calendar window.
See: Defining Budgetary Calendars, Oracle HRMS Enterprise and Workforce Management Guide
A budget set is comprised of one or more elements. You define a budget set to record the money or hours or other budget measurement units in your budget. Oracle HRMS uses budget sets to track actual expenditures and commitments.
Use the Budget Set window.
See: Defining Budget Sets, Oracle HRMS Enterprise and Workforce Management Guide
If you created a budget in Oracle HRMS prior to Release 11i, you can use an existing budget as the basis for a new budget worksheet.
Run the Migrate Budget Data process from the Submit Requests window to migrate an existing budget to the new database tables for Budgets.
See: Migrating a Budget to Oracle HRMS, Oracle HRMS Enterprise and Workforce Management Guide
If you are transferring a budget from Oracle HRMS to Oracle General Ledger, you must first define the budget in Oracle General Ledger.
Use the Define Budget window in Oracle General Ledger to define the budget.
See: Setting Up an Oracle HRMS Budget for Transfer to Oracle General Ledger, Oracle HRMS Enterprise and Workforce Management Guide
You set up budget characteristics to define the Oracle HRMS work structure for which you are establishing a budget. The primary entities against which you can create a budget are job, position, grade, and organization. You can also create a budget for a combination of these entities.
Defining the characteristics of a budget also requires you to define the budget measurement units (Money or Headcount, for example). Optionally, you can select the elements that are used to process budget funding commitments during a budgetary period. For budgets that are transferred to Oracle General Ledger, you can map Oracle HRMS Costing Segments to GL Chart of Account Segments.
Use the Budget Characteristics window.
See: Defining Budget Characteristics, Oracle HRMS Enterprise and Workforce Management Guide
If you use Oracle Workflow to delegate a budget worksheet through an organization hierarchy or to route a worksheet for approval, you must set up HRMS roles and routing for your budgeting personnel. A manager responsible for a budget can only delegate a budget worksheet to another manager in the organization hierarchy who has a valid HRMS role, and is a member of the applicable routing list or hierarchy.
Create an organization hierarchy if needed. Organization hierarchies enable you to restrict the number of budget line items that appear in your budget, and delegate to other managers.
Use the Organization Hierarchy or the Global Organization Hierarchy window.
See: Creating Organization Hierarchies, Oracle HRMS Enterprise and Workforce Management Guide
Specify the organization hierarchy and the organization within the hierarchy where the budget is effective. This action enables the budget in subordinate organizations as well.
Use the Budget Characteristics window.
See: Defining Budget Characteristics, Oracle HRMS Enterprise and Workforce Management Guide
Define the roles that you are going to use in your enterprise for routing budget worksheets.
Use the Maintain Roles window.
See: Defining HRMS Roles for Transactions, Oracle HRMS Enterprise and Workforce Management Guide
When you set up workflow, you have a choice of how to route each transaction type (position transaction, budget worksheet, budget reallocation transaction). The routing styles include:
routing list
position hierarchy
supervisory hierarchy
Choose one routing style for each transaction type.
Use the Transaction Type Wizard.
See: Transaction Type Wizard, Oracle HRMS Enterprise and Workforce Management Guide
You can define your own names to identify the "types" of people in your system.
Note: Person Type is a common option for Form Customization.
Use the Person Types window.
See: Defining Person Types, Oracle HRMS Enterprise and Workforce Management Guide
A collective agreement is an agreement that defines the terms and conditions of employment for all employees that are covered by its terms. Agreements are typically negotiated and agreed by external bodies such as Trade Unions and Representatives of Employers.
If your enterprise uses collective agreements, follow the steps in the referenced topic to enter a collective agreement, set up the eligibility criteria for the agreement, and to apply the values defined in the agreement to the eligible employees.
See: Setting Up a Collective Agreement, Oracle HRMS Enterprise and Workforce Management Guide
If you want to record medical assessments, disabilities, or work incidents for the people in your enterprise, you must define Lookup Values for the Lookup Types that are used in those windows.
See: User and Extensible Lookups, Oracle HRMS Configuring, Reporting, and System Administration Guide
Use the Application Utilities Lookups window.
See: Adding Lookup Types and Values, Oracle HRMS Configuring, Reporting, and System Administration Guide
If you want to use the Checklist functionality to automatically allocate checklists and tasks to people and assignments, you must first set up the checklist templates and tasks.
See: Checklists Overview, Oracle HRMS Enterprise and Workforce Management Guide
Ensure that a federal identification number and a SUI identification number, if appropriate, is on record for each GRE that submits New Hire reports.
Use the Organization window.
See: Entering Federal Tax Rules for GREs, Oracle HRMS Payroll Processing Management Guide
See: Entering State Tax Rules, Oracle HRMS Payroll Processing Management Guide
See: Entering Local Tax Rules, Oracle HRMS Payroll Processing Management Guide
Enter the GRE contact person.
Use the Organization window.
See: Entering a New Hire Report Contact for a GRE, Oracle HRMS Workforce Sourcing, Deployment, and Talent Management Guide
When you use the online system to hire an employee you enter the appropriate New Hire status in the Employment Information region of the People window.
The default is null
Enter Incl or Excl
The status automatically changes to Done after a run of the New Hire report includes the employee.
Warning: When you load your current employees into the database, the default New Hire Status is null. You must enter a value of Done or Excl in the New Hire Status field if you do not want to include them in your first run of the New Hire report.
Do this manually, or as part of your data loading.
Use the People window.
See: Entering New Hire Report Information for Employees, Oracle HRMS Workforce Sourcing, Deployment, and Talent Management Guide
If you use Oracle Payroll, you must define payrolls and payment methods. You can also define these items for information and reporting in Oracle Human Resources.
You must include a payroll in the employee assignment before you can make nonrecurring entries to an element for an employee. Nonrecurring entries are only processed for one payroll period.
You can also set up Workers Compensation in Oracle Payroll.
Standard categories of payment methods such as Direct Deposit are predefined with your system. You can define your own names for each of these methods, and if you have installed Oracle Payroll you can also use these methods to control payments to your employees.
Use the Organizational Payment Method window.
See: Defining a Payment Method, Oracle HRMS Payroll Processing Management Guide
When you define your business group the system automatically generates a default Consolidation Set. If you have not installed Oracle Payroll you can skip this step.
Oracle Payroll uses consolidation sets to gather the results from different payroll runs into a single set for reporting or transfer to other systems. You can define any number of additional consolidation sets.
Use the Consolidation Sets window.
See: Defining Consolidation Sets, Oracle HRMS Payroll Processing Management Guide
You define your own payroll groups to meet your business needs for processing and payment. For example, you may have a monthly and a weekly payroll but you might want to manage and process your weekly payroll by plant location. In this case you could define one monthly payroll and two weekly payrolls, one for each plant.
If you are using Standard Benefits or Oracle Advanced Benefits to set up and manage benefits plans and programs, you must define a monthly payroll for each business group.
Note: The payroll calendar is different from the budgetary calendar in Oracle HR. You define your budgetary calendar for headcount or staffing budgets.
Use the Payroll window.
See: Defining a Payroll, Oracle HRMS Payroll Processing Management Guide
You can set up information to appear on your payslips, and generate a printed or online version for your employees.
See :Setting Up Payslip Information and Generating Payslips, Oracle HRMS Payroll Processing Management Guide
If you have not installed Oracle Payroll you should skip the section on Workers Compensation.
Workers Compensation programs are legislated in each state to provide employees with insurance coverage for work-related injuries. The following steps cover all aspects of setting up Workers Compensation in Oracle Payroll.
Note: Some of these steps overlap with the setup of Work Structures and Compensation and Benefits.
Define both state and private insurance carriers as external organizations.
Enter and enable the classification of Workers Compensation Carrier.. This provides the lookup values when you define the Government Reporting Entity.
Use the Organization window.
See: Creating an Organization, Oracle HRMS Enterprise and Workforce Management Guide
When you define your GREs you can enter the insurance carrier in the State Tax Rules window.
For each state enter the name of the Workers Compensation Carrier and any rates that may affect calculation of the GRE's liability.
Use the Organization window.
See: Creating an Organization, Oracle HRMS Enterprise and Workforce Management Guide
For each state in which you are liable for WC payments check the categories for Imputed and Supplemental Earnings that represent earnings included in employee's payroll exposure.
Use the Taxability Rules window.
See: Reviewing and Maintaining Taxability Rules, Oracle HRMS Payroll Processing Management Guide
You can define additional categories using the Lookup type US_SUPPLEMENTAL_EARNINGS or US_IMPUTED_EARNINGS.
Use the Application Utilities Lookups window.
See: Adding Lookup Types and Values, Oracle HRMS Configuring, Reporting, and System Administration Guide
For each carrier or carrier and location in the state, enter the state work classification codes and associated rates.
Use the WC Codes and Rates window.
See: Associating WC Codes with Rates, Oracle HRMS Payroll Processing Management Guide
For every state where you need to calculate WC you must enter the appropriate codes for your jobs. You can also enter the Executive Weekly Maximum, if one exists for this state, and the state rules regarding inclusion of overtime earnings in the payroll exposure. You can also enter any standard surcharges for the state.
Include the overtime categories that contribute to WC payroll exposure
Important: When you assign an employee to a job the system will default the WC code for that job. You can override the default code in the Miscellaneous region of the Employee Assignment. This override information is datetracked.
Use the Workers Compensation window.
See: Entering WC Job Codes, Payroll Exposure Rules and Surcharges, Oracle HRMS Payroll Processing Management Guide
With Oracle Payroll there is a predefined element and formula to calculate Workers Compensation. To activate this element you need to define the rules for eligibility.
Ensure that you create the worker's compensation links as open links.
Important: The additional elements that you set up are used to record the information that is used in the calculation of Sick Pay and Vacation pay. You must check that you have already linked the predefined elements for Sick Pay and Vacation to all employees. You should make these links 'standard' for all employees on a payroll.
Use the Workers Compensation window.
See: Defining Element Links, Oracle HRMS Compensation and Benefits Management Guide
Follow the implementation steps in this section to set up your compensation and benefits plans, including grade/step progression schemes and absence plans. This section includes the following implementation areas:
Grade Related Information: Set up grades to record the relative status of employee assignments
Elements for Information: Define elements to represent a variety of earnings and deductions, as well as other employer liabilities
Benefits: Set up health and welfare offerings
Earnings and Deductions for Payroll Processing: If you use Oracle Payroll, you can set up user defined balances and write Payroll Formulas for elements that you process in payroll runs
Salary Administration: Manage the basic remuneration that employees receive
Compensation Awards: Distribute one-time and recurring awards, such as stock options and bonuses, or set up voluntary employee contribution plans
Leave and Absence Management: Set up paid time off schemes to administer the vacation or sick leave rules of your enterprise
Element Sets and Batch Control Totals: Group elements together to restrict processing; set up batch controls to calculate numerical input values with Batch Element Entry
Vacation Banking (Canada Only): Calculate and maintain vacation liability
Basic Benefits (US Only): Administer employee benefits based solely on elements, for use with simple benefit plans
If you plan to load details of employee entry history you should consider using a fixed date, such as 01-JAN-1951, as a default for your initial setup definitions. This will simplify your data-entry.
Grades show the relative status of employees within an enterprise. Many enterprises use grades as the basis for eligibility to compensation and benefits.
The Grade Name is a unique combination of values in the segments of the grade flexfield structure that you have linked to your business group.
Use the Grades window.
See: Defining a Grade, Oracle HRMS Compensation and Benefits Management Guide
You can define Valid Grades for jobs or positions. Oracle HRMS checks that you assign employees to valid grades for their jobs or positions.
Use the Valid Grades window.
See: Entering Valid Grades for Jobs or Positions, Oracle HRMS Enterprise and Workforce Management Guide
You can use grade rates to show valid rates of pay for each grade. You can express the rate of pay as a fixed value, or as a range of values.
When you define a grade rate you are setting up a table of values. You can use these values with an employee's grade to control, or compare, the salary of the employee.
You can use grade rate values in Element Input Validation formulas to validate the element entry values given to employees.
Oracle HRMS uses grade rates to calculate comparatio values in the View Employee Grade Comparator window and in the Salary page for salary validation.
Use the Grade Rate window.
See: Defining a Grade Rate, Oracle HRMS Compensation and Benefits Management Guide
If you want to relate pay to grades indirectly through a pay scale, you have a choice:
Use Grade/Step Progression if you want to progress large numbers of employees automatically from one grade, or grade step, to the next on a grade ladder. You can define progression rules for each grade ladder. You can also use criteria salary rates to vary employee pay depending on other details of their assignment, such as job, location, or bargaining unit. This approach is common in public sector enterprises and in highly-regulated organizations such as retail or those subject to collective bargaining.
Use Pay Scales and Scale Rates if you want to progress employees manually or using a process that supports a limited range of criteria for selecting the assignments to progress. Unlike Grade/Step Progression, this approach cannot automatically maintain salary values using element entries. To use this approach, skip this section and go to: Set Up Pay Scales, Scale Rates, and Grade Scales.
Set up the grade ladder, adding grades and steps to it and defining rules for progression and salary update.
Use the Total Compensation Setup Wizard.
See: Setting Up a Grade Ladder, Oracle HRMS Compensation and Benefits Management Guide
Follow these steps if you are not using Grade/Step Progression and you want to relate pay to grades indirectly using a pay scale.
Pay scales are used commonly in government and regulated or unionized enterprises where actual values of pay are defined as a 'pay scale', a 'schedule', or a 'spine'.
In this environment it is common to find an automatic incrementing of employee pay based on length of service or on a fixed date. When you define the Pay Scale you define the points in the incrementing sequence you want to use.
A predefined incrementing process is supplied with Oracle HRMS. This will automatically increment step and point values for employees using a fixed date. You can specify the number of steps that you want a person to be incremented, on a specified pay scale.
Note: You can modify the process to meet your specific business rules for incrementing.
Use the Pay Scale window.
See: Defining a Pay Scale, Oracle HRMS Compensation and Benefits Management Guide
You define a scale rate for each type of pay, such as salary, shift allowance, and overtime. You enter a value for each point on the pay scale. These values are datetracked.
Use the Scale Rate window.
See: Defining Scale Rates, Oracle HRMS Compensation and Benefits Management Guide
Define the points from the pay scale that are valid for each grade as a numeric sequence of steps.
The auto-incrementing process uses these steps to increment an employee's grade point up to a ceiling that you can define for the grade.
Use the Grade Scale window.
See: Relating Grades to Progression Points, Oracle HRMS Compensation and Benefits Management Guide
Elements are the basic components of compensation types, benefits and benefit plans, accrual plans and deductions. You can also use elements to represent tangible items distributed to employees, such as tools or safety equipment. When you install Oracle HRMS you will automatically have elements defined for:
Regular Salary
Regular Wages
At sites including Oracle Payroll, other predefined elements are installed to represent the earnings and deductions that process in the payroll run.
At sites without Oracle Payroll, you can define any number of additional elements to hold information about benefits, compensation types, and other items.
Warning: If you have installed Oracle Payroll you must use the Earnings and Deductions windows to initiate all of your earnings and deductions. This will simplify your setup for payroll processing.
You define new Lookup Types to create additional lists of values to validate any element input value with a character datatype.
Note: You can also use Lookup Types to validate a flexfield segment. Use the Table Validation option for the Value Set and use the Lookups table as the source of your list.
You can add new Lookup Values at any time. You can set the Enable Flag for a Value to No, so that it will no longer appear in the list of values, or you can use the Start and End Dates to control when a value will appear in a list.
Use the Application Utilities Lookups window.
See: Adding Lookup Types and Values, Oracle HRMS Configuring, Reporting, and System Administration Guide
When you define input values you can use a formula to validate any entry to that input value.
Important: You must define the formula before you define the element input value. The type of formula is Element Input Validation.
Use the Formula window.
See: Writing Formulas for Validation, Oracle HRMS FastFormula User Guide
Before you start defining elements, you should make all of your decisions about the definitions and rules for eligibility.
Use the Element window. If you plan to process the elements using Oracle Payroll, define the elements using the Earnings and Deductions windows, as described in the next section.
See: Defining an Element, Oracle HRMS Compensation and Benefits Management Guide.
You can give an entry to an employee only when they are eligible for that element. Employees are eligible for an element when their assignment details match the link details.
You can link an element to any combination of organization, group, grade, job, position, payroll, location, employment category or salary basis.
Use the Element Link window.
See: Defining Element Links, Oracle HRMS Compensation and Benefits Management Guide
When you install Oracle HRMS a number of predefined elements are installed. These elements represent the legislative deductions that are processed in the payroll run.
If you have installed Oracle Payroll you will also have all of the formulas and balances you need for processing these deductions. If you have not installed Oracle Payroll, you can still use these elements to record information for transfer to your own payroll system.
To activate these predefined elements you need only define links for them.
Use the Element Link window.
See: Defining Element Links, Oracle HRMS Compensation and Benefits Management Guide
This sequence of setup steps for Benefits assumes you are using the Total Compensation Setup Wizard, which is the recommended approach. If you prefer to set up your plan design using individual windows, follow the steps in Benefits Implementation Without Total Compensation Setup Wizard then skip to Earnings and Deductions for Payroll Processing.
Total Compensation Setup Wizard is a guided configuration tool that provides a fast and easy way to set up compensation objects and other plan design data. You can rapidly implement flex and non-flex programs that include health and welfare plans, life insurance plans, and plans of other common plan types funded by employee and employer contributions. Advanced Benefit users may also configure default and life event-based enrollments.
You currently cannot use the Wizard to set up flex credits, premiums, communications, and primary care providers; there are separate windows to set these up. Similarly, if you require formulas or flexfields for your benefit plans, you must set these up in other windows. Some implementation steps are only relevant if you use Oracle Advanced Benefits. These implementation steps are indicated.
You can use the Plan Copy feature to copy programs and plans to provide a starting point for similar plans.
The Total Compensation Setup Wizard provides a step-by-step process for creating Health and Welfare programs and the business processing rules you associate with them. The Wizard guides you through the set up process, reducing the likelihood of implementation errors.
Your base plan design includes compensation objects (programs, plan types, plans, and options), enrollment periods, eligibility profiles, life event reasons, default enrollments, and activity rates. You complete the other components of your plan design using the relevant windows as described in the following steps.
See: Total Compensation Setup Wizard, Oracle HRMS Compensation and Benefits Management Guide
A person with a responsibility of system administrator or application developer can use the Menus window to add the benefits alternate region to the People window.
Query the BEN_MANAGER menu in the Menu field.
Add a new line and select HR View Benefits in the Function field.
Save your work
Use the Menus window.
See: Menus Window, Oracle Applications System Admministrator's Guide
You must define a monthly payroll for each business group you maintain. When you process employee terminations, a copy of the person's assignment record is created as a benefits assignment. Benefits assignments are used to maintain eligibility for continuing benefits, and always have a payroll with a monthly period.
Note: If you have already defined payroll information, including monthly payrolls for each Business Group, you can skip this step.
Use the Payroll window.
See: Defining a Default Monthly Payroll for a Business Group, Oracle HRMS Enterprise and Workforce Management Guide
You create a collapsing life event definition for those instances when a combination of two or more detected life events results in either a different life event or the voiding of the detected events.
Use the Collapsing Rules window.
See: Defining a Collapsing Life Event (Advanced Benefits), Oracle HRMS Compensation and Benefits Management Guide
You can use Total Compensation Setup Wizard to convert benefits enrollments from third-party and legacy systems.
See: Converting Benefits Enrollments
You can set up any certifications that a benefits participant must provide to satisfy the enrollment requirements for a compensation object. When a participant fails to provide the required certification, the application suspends the election pending the completion of the action item.
Typical certifications include date of birth and proof of good health.
Use the Certifications window.
See: Defining Certifications for Enrollment in a Plan, Oracle HRMS Compensation and Benefits Management Guide
As part of implementation, you define the required completion date of each action item.
Use the Action Types window.
See: Defining an Action Item Due Date, Oracle HRMS Compensation and Benefits Management Guide
A premium is the amount paid by a plan sponsor to the supplier of the benefit. Typically, you calculate premiums on a per-participant basis, but the application also supports premium calculation based on total enrolled participants and total volume of elected coverage.
You maintain the criteria that the Premium Calculation Process uses to calculate the actual premium cost that a plan sponsor owes to a benefits supplier.
Use the Actual Premiums window.
See: Defining an Actual Premium, Oracle HRMS Compensation and Benefits Management Guide
You define benefit pools to limit how a participant can spend flex credits and how excess flex credits can be rolled over, distributed as cash, or forfeited.
Use the Benefit Pools window.
See: Defining the General Characteristics of a Benefits Pool, Oracle HRMS Compensation and Benefits Management Guide
You define a flex credit calculation and link the calculation with a compensation object. The compensation object to which you link a flex credit calculation must be part of a program regardless of the level at which you define flex credits.
Use the Flex Credit Definitions window.
See: Defining Flex Credits, Oracle HRMS Compensation and Benefits Management Guide
You can define a reporting group that you link to one or more programs and plans. When you run a report for a reporting group, the report results are based on the programs and plans that you include in the reporting group.
You can also define the regulatory bodies and regulations govern a reporting group.
Use the Reporting Groups window.
See: Defining a Reporting Group, Oracle HRMS Compensation and Benefits Management Guide
Define goods and services that you approve for reimbursement. You then associate one or more goods and services types with a reimbursement plan.
Use the Goods and Services window.
See: Defining Reimbursable Goods and Service Types, Oracle HRMS Compensation and Benefits Management Guide
Use reimbursement plans to define goods and services that eligible participants may purchase. The participant can submit a reimbursement claim for the cost of the good or service that was purchased out-of-pocket.
Use the Plan Reimbursement window.
See: Defining a Reimbursement Plan, Oracle HRMS Compensation and Benefits Management Guide
You define the communications you send to employees and other potential participants. You specify the conditions that trigger a communication and the delivery method and medium.
Use the Communication Types window.
See: Defining Communication Types, Oracle HRMS Compensation and Benefits Management Guide
Benefit balances are useful for transitioning legacy system data to Oracle HRMS. You define a benefit balance type and then assign a value to that type for a given person using the Person Benefit Balances window.
Use the Benefit Balances window.
See: Defining a Benefit Balance, Oracle HRMS Compensation and Benefits Management Guide
The Maintain Online Activities window lets you define the functions and windows that are available from the Desktop Activities list of the Online Benefits Services windows.
Use the Maintain Online Activities window.
See: Maintaining Online Activities, Oracle HRMS Compensation and Benefits Management Guide
You can configure messages to display in the Online Benefit Services window based on user events that you define. You create the message text in the Messages window
Use the Maintain Pop Up Messages window.
See: Maintaining Pop Up Messages, Oracle HRMS Compensation and Benefits Management Guide
You can define restrictions on the selection of a primary care provider and set high-level configuration options for web-based PCP database searches through Oracle Self-Service Benefits.
Use the Maintain Plan Primary Care Providers window.
See: Maintaining Primary Care Providers for a Plan, Oracle HRMS Compensation and Benefits Management Guide
These windows are available in your menus only if you are using a responsibility that includes Oracle Payroll. If you have not installed Oracle Payroll, skip these steps and go to the next section.
If you are using template earnings and deductions from the template library in Configuration Workbench, or if you generated your earnings and deductions using the Element Design Wizard or template windows, the required balances, formulas, and formulas result rules are already available for your elements. However you can follow these steps to review the generated components and ensure that they fully meet your needs.
Important: Oracle Payroll has many predefined balances installed with the system to support all your legislative requirements for calculation of gross to net balances. To protect the integrity of the payroll processes you cannot change any of these balances.
You can define other balances. For example, you might want to define a special balance to calculate a "Stop Rule" on a recurring deduction. You might also need to define a special balance for calculating retroactive payments.
When you define a payroll balance you must specify the feeds and the dimensions.
Use the Balance window.
See: Defining User Balances, Oracle HRMS Compensation and Benefits Management Guide
You write the formula for every element that you want to process in a payroll run. The formula type is "Oracle Payroll".
Warning: Remember that formula definitions are datetracked. After you have used a formula in a payroll calculation you should always update any changes to the formula.
This will keep the history of formulas for any re-calculation of retrospective earnings or deductions.
Use the Formula window.
See: Writing Payroll Formulas for Elements, Using Oracle FastFormula
When you process an element in a payroll run the system will calculate the results using a formula. The results of the formula are the values you include in the Return statement to end the formula. The result rules define what will happen to each of the results produced by the formula.
You can calculate any number of different results in a single formula. The different types of result are:
Direct
Indirect
Message
Order Indirect
Stop Recurring
Update Recurring
There is normally at least one Direct result of a payroll calculation, which provides the Pay Value of the entry. You can create additional direct results.
Warning: If you allow users to enter the Pay Value of any earnings or deduction type, this value will override any formula calculation to provide the direct result for payment.
Use the Formula Result Rules window.
See: Defining Formula Processing and Result Rules, Oracle HRMS Compensation and Benefits Management Guide
The Earnings and Deductions windows are available on your menus only for responsibilities that include Oracle Payroll. If you have not installed Oracle Payroll, you should skip these steps and go to the next section.
Review the template earnings and deductions available in the template library in Configuration Workbench for your localization. You may be able to use these elements as supplied or as a starting point for your own definitions. If you need to create additional earnings and deductions, you can do so by following these steps.
When you install Oracle HRMS you are given a predefined set of classifications and categories for elements.
You cannot change or add to the list of classifications, but you can add more tax categories if you need these.
Categories determine the specific processing and tax rules that are applied to each element. These are essential for accurate payroll processing. You can add tax categories by entering additional values for the following Lookup Types. For the US:
US_EARNINGS
US_IMPUTED_EARNINGS
US_INVOLUNTARY_DEDUCTIONS
US_PAYMENT
US_PRE_TAX_DEDUCTIONS
US_SUPPLEMENTAL_EARNINGS
US_VOLUNTARY_DEDUCTIONS
For Canada:
CA_REGULAR_EARNINGS
CA_TAXABLE_BENEFITS
CA_INVOLUNTARY_DEDUCTIONS
CA_PAYMENT
CA_PRE_TAX_DEDUCTIONS
CA_SUPPLEMENTAL_EARNINGS
CA_VOLUNTARY_DEDUCTIONS
Use the Application Utilities Lookups window.
See: Adding Lookup Types and Values, Oracle HRMS Configuring, Reporting, and System Administration Guide
With Oracle HRMS you can set up any number of 'User-Defined Tables' to hold additional enterprise-level information in a tabular format. You can access this information using the GET_TABLE_VALUE function in any formula.
When you install the system you should find the following predefined tables ready to receive values. For the US:
Company Work Schedules
GTL Premiums
Shift Differentials
Wage Rates
For Canada:
Company Work Schedules
Default Vacation Bank (includes default values)
Manitoba HAPSET Rate
Maximum Assessable Earnings
Newfoundland/Labrador HAPSET Rate
Ontario EHT Rate
Quebec Health Services Fund Rate
Additionally, you can set up and use your own table structures, with rows and columns. For example, you may want to initiate a deduction with an amount rule based on your own table of values.
A user-defined table is a 'matrix' of columns that hold different values for the same row. You can define exact row values or an inclusive range of values.
Use the Table Structure window.
See: Setting Up User Tables, Columns and Rows, Oracle HRMS Configuring, Reporting, and System Administration Guide
You now need to define the table values.
Use the Table Values window.
See: Entering Table Values, Oracle HRMS Configuring, Reporting, and System Administration Guide
A number of predefined earnings types are provided when you install Oracle Payroll. To activate the following predefined earnings you need only define links for them. For the US:
Company Car
GTL Imputed Income
Overtime
Regular Salary
Regular Wages
Shift Pay
For Canada:
Regular Salary
Regular Wages
Vacation Bank Payout
For any other type of earnings, taxable benefits, or non-payroll payments you can initiate the types you require.
When you activate a type of earnings, the system generates all the elements, input values, balance feeds, formulas and result rules you will need to process that type of earnings. You can customize any of these definitions to allow additional data capture or to modify the default calculations.
Use the Earnings window.
See: Identifying the Earnings or Payment, Oracle HRMS Compensation and Benefits Management Guide
All Federal, State and Local Tax Levies (or Federal and Provincial Tax Levies in Canada) are provided when you install Oracle Payroll. Oracle has an agreement with Vertex Inc. to provide and maintain this data. To activate these deductions you need only define links for the following elements. For the US:
VERTEX
US_TAX_VERTEX (if using the Enhanced Tax Interface)
Workers Compensation
For Canada:
CANADIAN_TAX
CPP EE Retro Exemption
CPP ER Retro Exemption
For Canada, Quebec province:
QPP EE Retro Exemption
QPP ER Retro Exemption
For any other deduction you can initiate the types you require.
Use the Deductions window.
See: Initiating Non-Tax Deductions, Oracle HRMS Compensation and Benefits Management Guide
Before you can enter any of your earnings or deductions for an employee you must define your element links.
Important: You must remember to define links for the predefined elements before you can use them with Oracle HRMS.
For Canada the predefined elements are:
Regular Salary and Regular Salary Special Inputs
Regular Wages and Regular Wages Special Inputs
CANADIAN_TAX
Vacation Bank Payout
WCB
Provincial Medical
For the US, link the following predefined earnings types using the criteria you require for eligibility and costing:
Regular Salary and Regular Salary Special Inputs | Regular Wages and Regular Wages Special Inputs |
Overtime | Shift Pay |
GTL Imputed Income | Company Car and Company Car Special Inputs |
Sick Pay | Vacation Pay |
Time Entry Wages | Labor Recording |
US: Link the following elements using an open link (that is, do not select any eligibility criteria). These links are required for payroll to run and tax correctly:
Workers Compensation | Workers Compensation2 ER |
Workers Compensation3 ER | VERTEX |
US_TAX_VERTEX (if using the Enhanced Tax Interface) |
US: If you need to use the Adjust Tax Balance process, link the following elements using an open link:
FIT 3rd Party | SIT_SUBJECT_WK |
City_SUBJECT_WK | County_SUBJECT_WK |
SUI_SUBJECT_ER | SDI_SUBJECT_ER |
SUI_SUBJECT_EE | SDI_SUBJECT_EE |
US: You may also need to link the following elements for costing or adjusting balances:
FUTA CREDIT | FUTA |
Medicare_ER | MISC1_STATE_TAX_ER* |
SDI_ER | SS_ER |
SUI_ER | EIC (Earned Income Credit) |
City_HT_RS | City_HT_WK and City_HT_WK_ARR |
City_RS and City_RS_ARR | City_SC_RS and City_SC_RS_ARR |
City_SC_WK and City_SC_WK_ARR | City_WK and City_WK_ARR |
County_RS and County_RS_ARR | County_SC_RS and County_SC_RS_ARR |
County_SC_WK and County_SC_WK_ARR | County_WK and County_WK_ARR |
FIT and FIT_ARR | FIT_GROSSUP_ADJUSTMENT |
Medicare_EE and Medicare_EE_ARR | SDI_EE and SDI_EE_ARR |
MISC1_COUNTY_TAX_WITHHELD_RS* | MISC1_COUNTY_TAX_WITHHELD_WK* |
SUI_EE and SUI_EE_ARR | POST_VERTEX_SDI_PTD_LIMIT |
SIT_RS and SIT_RS_ARR | SIT_WK and SIT_WK_ARR |
SS_EE and SS_EE_ARR | Workers Compensation EE |
Workers Compensation2 EE |
*The MISC1_COUNTY elements are used to calculate Mental Health Tax in Boone county, Kentucky. Cost MISC1_COUNTY_TAX _WITHHELD_RS like County RS. Cost MISC1_COUNTY _TAX_WITHHELD_WK like County WK. The MISC1_STATE elements are used to calculate State Health Insurance tax for Massachusetts. Cost MISC1_STATE_TAX_ER like SDI_ER.
Use the Element Link window.
See: Defining Element Links, Oracle HRMS Compensation and Benefits Management Guide
Oracle Payroll comes with the current rules for the federal and state-level (or provincial-level) taxability already in place for regular earnings and deductions, and taxable benefits in Canada. You can update these rules as necessary.
Note: US: The system does not come with rules in place regarding the inclusion of supplemental and imputed earnings categories in states' payroll exposure.
Use the Taxability Rules window.
See: Changing Taxability Rules for an Earnings Type , Oracle HRMS Payroll Processing Management Guide
See: Changing Taxability Rules for a Pre-Tax Deduction, Oracle HRMS Payroll Processing Management Guide
For Canada, also see: Changing Taxability Rules for a Taxable Benefit, Oracle HRMS Payroll Processing Management Guide
When you initiate a type of earnings or deduction, Oracle Payroll generates all the elements, input values, balance feeds, formulas and result rules you need to process that type of earnings or deduction in a payroll run. Additionally, it associates a Skip Rule (formula) with the elements generated.
You can configure any of these definitions to meet your specific business needs.
You can edit any of the generated 'Oracle Payroll' formulas to change the default calculations. You can also write your own formulas if you have special calculations that are very different from the defaults.
Canada only: The generated formulas for earnings types include three processing options for handling negative earnings. If you do not want to use the default option, remove the comments from the appropriate section of formula code. See: Negative Earnings, Oracle HRMS Compensation and Benefits Management Guide.
Use the Formula window.
Important: Remember that formula definitions are datetracked. After you have used a formula in a payroll calculation you should always 'Update' any changes to the formula.
This will keep the history of formulas for any re-calculation of retrospective earnings or deductions.
See: Writing Payroll Formulas for Elements, Oracle HRMS FastFormula User Guide
Important: Oracle Payroll has many predefined balances installed with the system. To protect the integrity of the payroll processes you cannot change any of these balances.
You can configure any generated balance to change the feeds. A payroll balance has 'feeds' and 'dimensions'. You can modify the feeds and also add your own dimensions.
You can define other balances. For example, you might want to define a special balance to calculate a 'Stop Rule' on a recurring deduction. You might also need to define a special balance for calculating retroactive payments.
When you define a payroll balance you must specify the feeds and the dimensions.
Use the Balance window.
See: Defining User Balances, Oracle HRMS Compensation and Benefits Management Guide
When you process an element in a payroll run the system will calculate the results using a formula. The results of the formula are the values you include in the Return statement to end the formula. The result rules define what will happen to each of the results produced by the formula.
When you activate any earnings or deduction type the system generates the formula results and the rules for each result. If you customize the formula you may also have to customize the results.
You can calculate any number of different results in a single formula. The different types of result are:
Direct
Indirect
Message
Order Indirect
Stop Recurring
Update Recurring
There is normally at least one Direct result of a payroll calculation, which provides the Pay Value of the entry. You can create additional direct results.
Warning: If you allow users to enter the Pay Value of any earnings or deduction type, this value will override any formula calculation to provide the direct result for payment.
Use the Formula Result Rules window.
See: Defining Formula Processing and Result Rules, Oracle HRMS Compensation and Benefits Management Guide
Use the Salary Administration function to manage basic remuneration for individual employees.
You need at least one salary element for each salary basis in your enterprise.
If predefined elements exist in your localization, you might decide to use these. If your localization does not include predefined elements, or if the predefined elements are insufficient or inappropriate, you must create these elements to store the salary value.
Note: Consider how many different elements you will need to define for the different salary bases you want to manage. Remember that you can administer the salary on an annual basis but store the value as a monthly value.
Use the Element window.
See: Creating a Salary Element, Oracle HRMS Compensation and Benefits Management Guide
You can validate salary entries in one of two ways:
Warn users when they enter a salary proposal that is outside a valid range defined for an employee's grade. This approach uses grade rate ranges.
Prevent users from approving a salary that is outside a valid range, or that fails validation performed by a formula. Notice that this validation is not performed until you try to approve a salary proposal. This approach uses element input value validation.
See: Validating Salary Entries, Oracle HRMS Compensation and Benefits Management Guide
Link the salary elements to components of employee assignments to establishes employee eligibility for the elements.
Use the Element Link window.
See: Linking the Salary Element, Oracle HRMS Compensation and Benefits Management Guide
Define a salary basis for each salary element to be used for salary administration. This establishes the duration for which a salary is quoted, for example, hourly, monthly or annually.
Use the Salary Basis window.
See: Defining a Salary Basis, Oracle HRMS Compensation and Benefits Management Guide
Review the salary components predefined as values for the Lookup Type PROPOSAL_REASON. If necessary, create your own salary components.
If you want your new components to be displayed in the Salary Management folder, you must also change a view.
See: Creating Salary Components, Oracle HRMS Compensation and Benefits Management Guide
Use the Application Utilities Lookups window.
See: Adding Lookup Types and Values, Oracle HRMS Configuring, Reporting, and System Administration Guide
If you want to record performance ratings such as Outstanding, Superior and Average, enter them in the Application Utilities Lookups window for the Lookup Type PERFORMANCE_RATING.
Use the Application Utilities Lookups window.
See: Adding Lookup Types and Values, Oracle HRMS Configuring, Reporting, and System Administration Guide
Add the function "Salary Administration Approve" to the menu of responsibilities that should be able to approve salary proposals. Without this function, users can enter salary proposals but they cannot approve them.
Note: If this function does not exist for a Responsibility then a user can enter but not approve salary proposals.
Use the Menus window.
See: Defining Menus, Oracle HRMS Configuring, Reporting, and System Administration Guide
To pay employees at varying rates according to a range of eligibility criteria, you must set up Rate By Criteria (RBC), including these three areas:
Create your own eligibility criteria (optional for RBC)
Define criteria rates
Create a rate matrix
See: Setting Up a Rate Matrix, Oracle HRMS Compensation and Benefits Management Guide
If you use SSHR, you can set up compensation plans to enable line managers to allocate compensation awards to the individuals who report to them. You can also set up plans to enable employees to enter voluntary contributions, such as savings plans, charitable organizations, and company perquisites.
You can create multiple compensation plans to handle different compensation types--such as salary, stock, and bonuses--separately, or you can create a single plan and define each compensation type as an option so that managers allocate all the awards from the same worksheet. Alternatively, you can use options to identify different components of awards (such as merit or cost of living). If you operate across multiple business groups, you can link local plans to a global plan so that you can make a single budget allocation for a compensation type across your enterprise. To review the plan design options, see: Compensation Workbench Plan Structure, Oracle HRMS Compensation and Benefits Management Guide.
For the Compensation Workbench setup steps, see: Setting Up Compensation Workbench Plans, Oracle HRMS Compensation and Benefits Management Guide.
Define Individual Compensation Distribution plans for any one-time or recurring awards, bonuses, and allowances that you want managers to allocate to employees through SSHR. If your enterprise offers a charitable contribution plan or a savings bond plan to which employees contribute at their own discretion, set up an ICD plan so that employees can enter their voluntary contributions through SSHR.
See: Setting Up Individual Compensation Distributions (ICD), Oracle HRMS Compensation and Benefits Management Guide.
You can set up as many plans as you need to permit employees to accrue PTO to use for vacation or sick leave. Each plan has the units of Hours or Days, and can have its own rules regarding accrual frequency, accrual bands, ceilings, carryover, start dates, entitlement of employees with different assignment statuses, and so on.
If you want to associate recurring elements with absence types, you must set up proration and retro notifications. This ensures that absences that end in the middle of a payroll period are detected and processed by the payroll run, and that retrospective changes to absences are recorded in the Retro Notifications report.
See: Setting Up Absence Management, Oracle HRMS Compensation and Benefits Management Guide
For each of your accrual plans, or each type of absence you are tracking, you define a nonrecurring element and input value to hold the actual time taken for vacation or sick leave.
If you use Oracle Payroll, you can use a recurring element instead. This enables you to begin processing a long term absence before you enter an end date, and to apportion time correctly over payroll periods.
Use the Element window.
See: Defining and Linking an Absence Element, Oracle HRMS Compensation and Benefits Management Guide
Link each absence element to define who is eligible to take this kind of absence.
Use the Element Link window.
See: Defining Element Links, Oracle HRMS Compensation and Benefits Management Guide
Define categories of absence types as values for the Lookup Type ABSENCE_CATEGORY, and your absence reasons as values for the Lookup Type ABSENCE_REASON.
Use the Application Utilities Lookups window.
See: Adding Lookup Types and Values, Oracle HRMS Configuring, Reporting, and System Administration Guide
If you expect to record absent time using the Absence Detail window, define each absence type, and associate it with an absence element
Use the Absence Attendance Type window.
See: Defining an Absence Type, Oracle HRMS Compensation and Benefits Management Guide
For an absence type with a decreasing balance, use the Element Entries window or the Element Entry API to make initial element entries for employees eligible for the type. You can also initialize a decreasing balance by entering a negative value using BEE. For example, if you enter -16 hours using BEE, a decreasing balance starts at 16 hours. However, be aware that using BEE creates an absence record that will show on employees' absence history.
If you want to make batch entries, see Making Batch Element Entries Using BEE, Oracle HRMS Configuring, Reporting, and System Administration Guide.
If you defined a recurring element, create a payroll formula that handles proration to process the element and calculate the appropriate absence duration in each pay period (taking into account the number of days or hours in a month, working and shift patterns, public holidays, and so on).
See: Sample Payroll Formulas Enabled for Proration, Oracle HRMS FastFormula User Guide
There are three seeded start rules: Hire Date, Beginning of Calendar Year, and Six Months After Hire Date. If you need other rules, define them as values for the Lookup Type US_ACCRUAL_START_TYPE.
Use the Application Utilities Lookups window.
See: Adding Lookup Types and Values, Oracle HRMS Configuring, Reporting, and System Administration Guide
Decide which Accrual and Carry Over formulas to use. You can use the seeded formulas, customize them, or write your own.
Use the Formula window.
See: Writing Formulas for Accrual Plans, Oracle HRMS FastFormula User Guide
If your Accrual formula defines a period of ineligibility and you want to use Batch Element Entry (BEE) to enter absences against the accrual plan, define an Ineligibility formula. BEE calls this formula to check whether an employee is eligible to use accrued PTO.
Note: If you use the seeded Accrual formulas, you do not need to define an Ineligibility formula. They use a period of ineligibility entered on the Accrual Plan form, and BEE validation can use the same value.
Use the Formula window.
See: Writing Formulas for Accrual Plans, Oracle HRMS FastFormula User Guide
There are several seeded accrual categories. If you need additional categories, define them as values for the Lookup Type US_PTO_ACCRUAL.
Use the Application Utilities Lookups window.
See: Adding Lookup Types and Values, Oracle HRMS Configuring, Reporting, and System Administration Guide
Oracle Payroll users: If you want to use a payroll balance to store gross accruals, decide whether the payroll run should update accruals as of the run's date earned (the date the payroll run uses to determine which element entries to process) or date paid (the date that appears on pay advices). Select your choice for the business group.
See: Business Groups: Selecting a PTO Balance Type, Oracle HRMS Enterprise and Workforce Management Guide
Oracle Payroll users: If you want to use a payroll balance to store gross accruals, consider whether you need to define a new balance dimension. Dimensions are predefined that reset the balance each year on 1 January, 1 June, or hire date anniversary. If you require your balance to accumulate over a different period of time, or reset at a different date, you must create your own balance dimension.
See: Balances in Oracle Payroll
Define the accrual plan, selecting the formulas and absence element it is to use.
Use the Accrual Plan window.
See: Defining a PTO Accrual Plan, Oracle HRMS Compensation and Benefits Management Guide
Optionally, set up length of service bands for the plan.
Use the Accrual Bands window.
See: Setting Up Length of Service Bands, Oracle HRMS Compensation and Benefits Management Guide
Review the net calculation rules for the plan. If necessary, create additional elements and associate them with the plan by selecting them in the Net Calculation Rules window.
See: Changing Net Accrual Calculations, Oracle HRMS Compensation and Benefits Management Guide
In Oracle HRMS you can define a set of elements to:
Restrict access to elements using Form Customization
Distribute costs across a Distribution Set of elements
Process a restricted set in a Payroll Run
Enter values for a restricted set using BEE (Batch Element Entry)
You define an element set as a named list of elements such as Salary, or Salary and Bonus. You can also define an element set using the classification. For example, you can restrict access to all elements in the classification Earnings.
Use the Element and Distribution Set window.
See: Defining an Element or Distribution Set , Oracle HRMS Compensation and Benefits Management Guide
If you use Batch Element Entry, you can set up batch control types to sum the entries in any numerical input value. This enables users to validate a BEE batch against control totals to check for missing lines or miskeying of amounts.
Use the Application Utilities Lookups window.
See: Setting Up BEE Validation Using Control Totals, Oracle HRMS Configuring, Reporting, and System Administration Guide
Define the length of service bands and the associated percentage with which to calculate the vacation liability. The accumulation is paid out through the predefined Vacation Bank Payout element. You can use the sample user table called Default Vacation Bank.
Use the Table Values window.
Define the user table. The lower and upper bound columns represent the length of service bands. Value represents the vacation percentage.
Link the Vacation Bank Accumulator element.
Specify the User Table name and User Table column in the input values.
See: Entering Table Values, Oracle HRMS Configuring, Reporting, and System Administration Guide
If you are beginning a new setup for benefits administration, we recommend that you implement the Standard Benefits feature set and skip this step. Basic Benefits provides a limited set of features and is provided mainly for compatibility with earlier releases.
To set up basic benefits, you define elements for the benefits plans, use element links to establish eligibility, and create benefit carriers as organizations. You can modify the standard COBRA letters and provide new COBRA termination reasons.
See: Setting Up Basic Benefits, Oracle HRMS Compensation and Benefits Management Guide
The following implementation steps provide the full sequence of steps you follow to set up benefit plans manually. If you are using the Total Compensation Setup Wizard, note that the Wizard handles most of the steps in the following sections:
Benefits Eligibility
Life Events
Compensation Objects
Enrollment Requirements
Activity Rates and Coverage Calculations
See: Compensation, Benefits, and Payroll, Oracle HRMS Compensation and Benefits Management Guide if you implement your benefit plans using the Total Compensation Setup Wizard, which is the recommended approach.
If you plan to load details of employee entry history you should consider using a fixed date, such as 01-JAN-1951, as a default for your initial setup definitions. This simplifies your data-entry.
You define participation eligibility profiles to determine eligibility for compensation and benefits. You can also use eligibility factors to determine variable contribution and distribution rates for a benefit.
You define a benefits group as a category of people who can be either included or excluded from receiving a benefit or a standard activity rate. A benefit group is one optional component of an eligibility profile or a variable rate profile.
Use the Benefits Groups window.
See: Defining Benefits Groups, Oracle HRMS Compensation and Benefits Management Guide
You define postal code (zip) ranges if you limit benefits eligibility based on a person's home address or if an activity rate varies based on a person's address.
Postal code ranges are also a component of service areas.
Use the Postal Zip Ranges window.
See: Defining Postal Zip Ranges, Oracle HRMS Compensation and Benefits Management Guide
You can define a service area to group people who live in a region by their postal codes. A service area is one optional component of an eligibility profile or a variable rate profile.
Use the Service Areas window.
See: Defining Service Areas, Oracle HRMS Compensation and Benefits Management Guide
You define regulations as discrete rules, policies, or requirements that a governmental or policy making body defines regarding the administration of one or more benefits.
Use the Regulations window.
See: Defining Regulations, Oracle HRMS Compensation and Benefits Management Guide
You can create as many eligibility profile criteria as you need, in addition to the existing standard eligibility and derived factor criteria, to meet the particular requirements of your organization. You can use these criteria to determine employee eligibility for compensation, benefits, entitlements in collective agreements, personal actions, and so on.
Use the User Defined Eligibility Criteria window, which you can access from the Participation Eligibility Profiles window, or the Create Eligibility Criteria page.
See: Creating your own Eligibility Criteria., Oracle HRMS Compensation and Benefits Management Guide
A derived factor is a system calculated value that you can use to determine eligibility for a benefit or to determine an activity rate.
Define compensation level factors to determine how the system derives a person's compensation level based on a person's stated salary or a balance type that you specify.
Use the Derived Factors window.
See: Defining Derived Factors: Compensation Level, Oracle HRMS Compensation and Benefits Management Guide
Define percent of full time factors to determine how the system derives a person's percent of full time employment.
Use the Derived Factors window.
See: Defining Derived Factors: Percent of Full Time Employment, Oracle HRMS Compensation and Benefits Management Guide
Define hours worked in period factors to determine how the system derives the number of hours a person worked in a given period.
Use the Derived Factors window.
See: Defining Derived Factors: Hours Worked in Period, Oracle HRMS Compensation and Benefits Management Guide
Define age factors to determine how the system derives a person's age.
Use the Derived Factors window.
See: Defining Derived Factors: Age, Oracle HRMS Compensation and Benefits Management Guide
Define length of service factors to determine how the system calculates a person's length of service.
Use the Derived Factors window.
See: Defining Derived Factors: Length of Service, Oracle HRMS Compensation and Benefits Management Guide
Define combination age and length of service factors to combine an age factor and a length of service factor.
Use the Derived Factors window.
See: Defining Derived Factors: Combination Age and Length of Service, Oracle HRMS Compensation and Benefits Management Guide
Defining an eligibility profile is the primary way in which you implement eligibility requirements for a benefit. You link an eligibility profile with a compensation object (a benefit that you define) so that when eligibility processes run, only the persons meeting the eligibility profile requirements are eligible to receive the benefit.
Use the Participation Eligibility Profiles window.
See: Defining an Eligibility Profile, Oracle HRMS Compensation and Benefits Management Guide
You define dependent coverage eligibility profiles to enforce eligibility requirements for dependents.
Use the Dependent Coverage Eligibility Profiles window.
See: Defining a Dependent Coverage Eligibility Profile, Oracle HRMS Compensation and Benefits Management Guide
You define a life event as a change in a person's record that can potentially trigger an enrollment action. Life events can be external to work, such as a marriage or the birth of a dependent, or they can be internal, such as a job change. The application also handles scheduled enrollments as life events.
Define the life events that you use to control electability, activity rates and coverage levels, coverage dates, communications, and automatic and default enrollment processing.
Use the Life Event Reasons window.
See: Defining General Characteristics of Life Event Reasons, Oracle HRMS Compensation and Benefits Management Guide
You define the changes to a person's record that trigger a life event by specifying the value of the database field that indicates this person change has occurred.
Use the Person Changes window.
See: Defining Person Changes, Oracle HRMS Compensation and Benefits Management Guide
You associate the person change that triggers the life event for each life event that you define.
Use the Person Change Causes Life Event window.
See: Associating a Person Change with a Life Event, Oracle HRMS Compensation and Benefits Management Guide
You define the changes to a person's record that trigger a life event for a related person by specifying the value of the database field that indicates this related person change has occurred.
For example, you could define a termination life event to end benefits coverage for terminated employees. You would define a corresponding related person life event that ends coverage for the dependents of the primary participant when the primary participant is terminated.
Use the Related Person Changes window.
See: Defining Person Changes, Oracle HRMS Compensation and Benefits Management Guide
You associate a related person change with each related person life event that you define. A related person change is a change to the primary participant's HR record that may generate a life event for a person related to the primary participant.
Use the Related Person Change Causes Life Event window.
See: Associating a Person Change with a Life Event, Oracle HRMS Compensation and Benefits Management Guide
You define compensation objects as the benefits that you offer to your employees and other eligible participants.
Compensation objects are arranged according to the compensation object hierarchy:
Program
Plan Type
Plan
Option
Definitions that you set at the program level cascade to the plan types, plans, and options in that program unless you override the definition at a lower point in the hierarchy.
Define goods and services that you approve for reimbursement. You then associate one or more goods and services types with a reimbursement plan.
Use the Goods and Services window.
See: Defining Reimbursable Goods and Service Types, Oracle HRMS Compensation and Benefits Management Guide
You define a program or plan year period to set the coverage boundaries for the duration of a benefit program or plan.
Use the Program/Plan Year window.
See: Defining a Program or Plan Year Period, Oracle HRMS Compensation and Benefits Management Guide
You define plan types to categorize common types of benefits, such as medical plans or savings plans.
Use the Plan Types window.
See: Defining Plan Types, Oracle HRMS Compensation and Benefits Management Guide
You define options to indicate the coverage levels available under a plan or to define investment options for a savings plan.
Use the Options window.
See: Defining Options, Oracle HRMS Compensation and Benefits Management Guide
A plan is a benefit in which an eligible participant can enroll. Common plans include medical, group term life insurance, and stock purchase plans.
Use the Plans window.
See: Defining a Benefits Plan, Oracle HRMS Compensation and Benefits Management Guide
Use reimbursement plans to define goods and services that eligible participants may purchase. The participant can submit a reimbursement claim for the cost of the good or service that was purchased out-of-pocket.
Use the Plan Reimbursement window.
See: Defining a Reimbursement Plan, Oracle HRMS Compensation and Benefits Management Guide
You define a program to group together the benefits that you offer as a package. A program typically is comprised of plan types, plans, and options.
Use the Programs window.
See: Defining a Benefits Program, Oracle HRMS Compensation and Benefits Management Guide
You define enrollment requirements to control when an eligible person can enroll in a benefit.
Enrollment requirements determine how an eligible participant enrolls in a program.
In standard benefits, you define enrollment requirements based on the unrestricted enrollment type. Advanced Benefits customers can specify whether default or automatic enrollment rules apply for a program.
Use the Program Enrollment Requirements window.
See: Defining Enrollment Methods for a Program, Oracle HRMS Compensation and Benefits Management Guide
You use the Plan Enrollment Requirements window to define enrollment requirements for a not in program plan or an option in plan. You also use this window to set up requirements for beneficiary designations.
Use the Plan Enrollment Requirements window.
See: Defining an Enrollment Method for a Plan, Oracle HRMS Compensation and Benefits Management Guide
Activity rate calculations determine the contribution rate necessary to purchase a benefit and the distribution rate for benefits that provide distributions.
You define variable activity rate calculations if an activity rate for a compensation object can vary by participant.
Use the Variable Rate Profiles window.
See: Defining General Information for a Variable Rate Profile, Oracle HRMS Compensation and Benefits Management Guide
You define the amount of coverage available under a benefit plan for those plans that offer a range of coverage options. Your coverage calculation can include the minimum and maximum coverage level available regardless of the calculation result. For Advanced Benefits customers, coverage levels can vary based on life events.
Use the Coverages window.
See: Defining a Coverage Calculation, Oracle HRMS Compensation and Benefits Management Guide
You can define the minimum and maximum coverage amount that a participant can elect across plan types in a program.
Use the Coverage Across Plan Types window.
See: Defining a Coverage Limit Across Plan Types, Oracle HRMS Compensation and Benefits Management Guide
You can define activity rates that calculate the amount of plan income that is considered a "fringe benefit" and subject to Section 79 of the US Internal Revenue Service code.
Note: You must have already created the corresponding elements.
Use the Imputed Income window.
See: Defining an Imputed Income Calculation, Oracle HRMS Compensation and Benefits Management Guide
You need to maintain the criteria used to calculate the actual premium cost that a plan sponsor owes to a benefits supplier.
Use the Actual Premiums window.
See: Defining an Actual Premium, Oracle HRMS Compensation and Benefits Management Guide
You define period-to-date contribution limits for those plans or options in plan that restrict participant contribution levels in a year period. When you define a standard contribution, you can associate a period-to-date limit for those plans or options in plan that require contribution restrictions.
Use the Period-to-Date Limits window.
See: Defining Period-to-Date Limits, Oracle HRMS Compensation and Benefits Management Guide
You define a standard activity rate calculation to calculate a benefit's contribution or a distribution amount.
Note: You must have already created the corresponding elements.
Use the Standard Contributions/Distributions window.
See: Defining Activity Rates for a Standard Contribution/Distribution, Oracle HRMS Compensation and Benefits Management Guide
You define benefit pools to limit how a participant can spend flex credits and how excess flex credits can be rolled over, distributed as cash, or forfeited.
Use the Benefit Pools window.
See: Defining the General Characteristics of a Benefits Pool, Oracle HRMS Compensation and Benefits Management Guide
You define a flex credit calculation and link the calculation with a compensation object. The compensation object to which you link a flex credit calculation must be part of a program regardless of the level at which you define flex credits.
Use the Flex Credit Definitions window.
See: Defining Flex Credits, Oracle HRMS Compensation and Benefits Management Guide
A person with a responsibility of system administrator or application developer can use the Menus window to add the benefits alternate region to the People window.
Query the BEN_MANAGER menu in the Menu field.
Add a new line and select HR View Benefits in the Function field.
Save your work.
Use the Menus window.
See: Menus Window, Oracle E-Business Suite Security Guide
You must define a monthly payroll for each business group you maintain. When you process employee terminations, a copy of the person's assignment record is created as a benefits assignment. Benefits assignments are used to maintain eligibility for continuing benefits, and always have a payroll with a monthly period.
Note: If you have already defined payroll information, including monthly payrolls for each Business Group, you can skip this step.
Use the Payroll window.
See: Defining a Default Monthly Payroll for a Business Group, Oracle HRMS Enterprise and Workforce Management Guide
You can define a reporting group that you link to one or more programs and plans. When you run a report for a reporting group, the report results are based on the programs and plans that you include in the reporting group.
You can also define the regulatory bodies and regulations govern a reporting group.
Use the Reporting Groups window.
See: Defining a Reporting Group, Oracle HRMS Compensation and Benefits Management Guide
You define the communications you send to employees and other potential participants. You specify the conditions that trigger a communication and the delivery method and medium.
Use the Communication Types window.
See: Defining Communication Types, Oracle HRMS Compensation and Benefits Management Guide
Benefit balances are useful for transitioning legacy system data to Oracle HRMS. You define a benefit balance type and then assign a value to that type for a given person using the Person Benefit Balances window.
Use the Benefit Balances window.
See: Defining a Benefit Balance, Oracle HRMS Compensation and Benefits Management Guide
You use the Online Benefit Services window to access a variety of benefits windows from a central location. You can configure the windows that are accessible from this window and you can define the pop up messages that display based on user events that you define.
The Maintain Online Activities window lets you define the functions and windows that are available from the Desktop Activities list of the Online Benefits Services windows.
Use the Maintain Online Activities window.
See: Maintaining Online Activities, Oracle HRMS Compensation and Benefits Management Guide
You can configure messages to display in the Online Benefit Services window based on user events that you define. You create the message text in the Messages window
Use the Maintain Pop Up Messages window.
See: Maintaining Pop Up Messages, Oracle HRMS Compensation and Benefits Management Guide
For the next step in the implementation sequence, see: Additional Setup for Payroll Processing, Oracle HRMS Compensation and Benefits Management Guide .
Oracle HRMS enables you to define your own names to identify the "types" of people in your system, and to identify the status of employees and contingent workers in each assignment using your own names.
Assignment Statuses for applicants enable you to define the distinct stages of your own recruitment processes.
With Oracle HRMS you can use your own names to identify these stages. For example, you might want to define a special status to identify applicants who have been invited to a First Interview and applicants who have been Rejected on Application.
These user statuses enable you to track the recruitment circumstances of all your applicants.
Use the Assignment Statuses window.
See: Defining Assignment Statuses, Oracle HRMS Workforce Sourcing, Deployment, and Talent Management Guide
With Oracle HRMS you can identify the status of employees and contingent workers in each assignment using your own names. For example, you might want to define special statuses to identify assignments which have been Suspended while the employee or contingent worker is temporarily assigned to another role.
Use the Assignment Statuses window.
See: Defining Assignment Statuses, Oracle HRMS Enterprise and Workforce Management Guide
Oracle HRMS enables you to create up to 250 different contract statuses to help track and identify employees.
See: Creating Contract Statuses, Oracle HRMS Enterprise and Workforce Management Guide
To enable Oracle Payroll to calculate Full Time Equivalent information correctly, you set up contract types and enter hours and periods information for each contract type.
Use the Table Structure and Table Values windows.
See: Setting Up Full Time Equivalent, Oracle HRMS Workforce Sourcing, Deployment, and Talent Management Guide
You can define any number of shift patterns. Oracle Payroll uses this information to calculate hours worked and payments such as overtime.
Use the Table Values window.
See: Setting Up Shifts and Shift Patterns, Oracle HRMS Workforce Sourcing, Deployment, and Talent Management Guide
This step applies only if you are not using Oracle Services Procurement to provide purchase order information for contingent workers.
Oracle HRMS enables you to record payment rate information for contingent workers. You select an assignment rate type (such as Standard Rate or Weekend Rate) and associate it with a rate basis (such as Hourly Rate or Weekly Rate). You can then associate this combination of rate type and basis with an assignment rate (a monetary value) for specific contingent worker assignments.
See: Defining a Combination of Assignment Rate Type and Basis, Oracle HRMS Enterprise and Workforce Management Guide
You can define additional rate basis values for your assignment rate types by adding to the existing lookup type RATE_BASIS.
See: Adding Lookup Types and Values, Oracle HRMS Configuring, Reporting, and System Administration Guide
Use the integrated features from Oracle HRMS and Common Application Components (CAC) to set up information such as shifts, schedules, and calendar events to help you determine a worker's availability.
See: Setting Up Availability, Oracle HRMS Workforce Sourcing, Deployment, and Talent Management Guide
HR Professionals can use the Global Deployments function to transfer employees automatically between business groups. Some setup tasks are necessary for the Global Deployments function.
See: Setting Up Employee Transfers and Secondments, Oracle HRMS Workforce Sourcing, Deployment, and Talent Management Guide
Use the Personal Analysis Key Flexfield to record special personal information that is not included as standard information. You define each type of information as a separate Structure of the flexfield. For example, you might set up a structure to hold medical information.
This flexfield is used in the following areas:
Special Information details for People
Matching requirements for Jobs and Positions
You need to design a Personal Analysis Flexfield Structure for each Special Information Type you want to hold in Oracle HRMS. For each structure you must include the following:
The Structure Name and the number of Segments.
The Flexfield Segment Names, Order and Validation Options.
The Flexfield Value Sets to be used and any lists of values.
Defining the Flexfield Structure is a task for your System Administrator.
Note: You cannot use the Create Key Flexfield Database Items process to create database items for the segments of your Personal Analysis Flexfield structures.
If you want to validate the values which a user can enter for any segment you must define a specific Value Set.
The attributes of the Value Set will control the type of values that can be entered, and how many characters each segment can hold. The attributes of the Value Set will also control how the values are to be validated.
Value Sets can be shared by different segments of the same flexfield, or by segments of any other flexfield.
Use the Value Set window.
See: Defining Value Sets, Oracle E-Business Suite Flexfields Guide
Define a structure for your Personal Analysis Flexfield which contains the segments you want to use. You will use this structure to enter details in the Special Information Types window.
You must enter Yes in the Allow Dynamic Inserts field. If you enter No, you will not be able to enter new details in the Special Information Types window.
Note: You do not need to use a Value Set to validate a segment. If you do not specify a Value Set then a user can enter any alphanumeric value up to a limit of 150 characters.
Use the Key Flexfield Segments window.
See: Defining Key Flexfield Structures, Oracle E-Business Suite Flexfields Guide
If you have chosen Independent or Dependent validation for a Value Set used by a Personal Analysis Flexfield Segment, you must define your list of valid values for the Value Set.
Use the Segment Values window.
See: Defining Segment Values, Oracle E-Business Suite Flexfields Guide
Define any Cross Validation Rules you want to use to control the combinations of segment values which a user can enter.
You define Rules to Include or Exclude combinations of segment values. For each segment, you can define a Low to High range of values.
Use the Cross-Validation Rule window
See: Defining Cross-Validation Rules, Oracle E-Business Suite Flexfields Guide
Define Aliases for common combinations of segment values if you want to provide these as default options.
Use the Shorthand Aliases window
See: Defining Shorthand Aliases, Oracle E-Business Suite Flexfields Guide
You are now ready to freeze your flexfield definition. Navigate to the Define Flexfield Segments window. Enter Yes in the Freeze Flexfield Definition field and save your changes. Oracle Human Resource Management Systems now freezes and compiles your Personal Analysis Flexfield definition. Compiling the flexfield definition enables the flexfield window with the defaults, values and rules that you have defined.
Use the Key Flexfield Segments window
See: Defining Key Flexfield Structures, Oracle E-Business Suite Flexfields Guide
After you have defined your Personal Analysis Flexfield Structures you must link them to your business group.
You do this using your view-all responsibility.
Select each Information Type you want to use in this business group.
Select the categories for each type.
Job for Job Requirements
Position for Position Requirements
Skills for use with Oracle Training Administration
Other for use with Person Special Information
ADA for use only in the US, for special information types set up to record information about employees with disabilities.
OSHA for use only in the US, for a special information type set up to record information about employees' work-related injuries or illness.
Tip: If you do not check the Other category, you cannot use the type to hold information for a person. This means that you could also use the Special Information Types to hold any type of information for a Job or a Position only.
Use the Special Information Types window.
See: Enabling Special Information Types, Oracle HRMS Workforce Sourcing, Deployment, and Talent Management Guide
If you have decided to set up competencies, you can enter these as requirements for jobs and positions and match them against people's competence profiles.
If you have other job and position requirements that you want to record, but not define as competencies, you can set them up using the Personal Analysis key flexfield. You can set up each type of requirement as a Special Information Type, which is one instance of the flexfield.
For each Special Information Type, you can also choose whether to enable entry of information for people so that you can match people against the job or position requirements. A standard report (Skills Matching) has been provided to match the requirements of a job and the Special Information details of people in the system.
Important: US users: If you want to include essential job or position requirements in your ADA reporting, make sure you have entered these requirements for your jobs or positions.
You can define the attributes required by any employee who is assigned to a job. These attributes may be Essential or Desirable.
Definitions of requirements can use the same personal analysis flexfield structures and segments you have defined for special personal information.
Use the Job window.
See: Entering Job and Position Requirements, Oracle HRMS Enterprise and Workforce Management Guide
After you define positions in your enterprise, you can define the attributes required by any employee assigned to that position. These attributes may be Essential or Desirable. The requirements are based on the same personal analysis flexfield structures you have defined for special personal information.
Use the Position window.
See: Entering Job and Position Requirements, Oracle HRMS Enterprise and Workforce Management Guide
Talent Management is the management of worker competencies and objectives to meet enterprise goals. Oracle HRMS, Oracle SSHR, and Oracle Learning Management (OLM) each supply key components of the Talent Management functionality. This topic describes the implementation process for the Oracle HRMS competencies, qualifications, and career path functions.
Oracle Performance Management is a separately licensed product. You must purchase a separate Oracle Performance Management license in addition to an Oracle Self-Service HR license to use the Appraisals, Questionnaire Administration, and Objectives Management self-service functions.
See: Oracle Performance Management Overview, Oracle Performance Management Implementation and User Guide
See: Implementing Oracle Performance Management, Oracle Performance Management Implementation and User Guide
Competencies are measurable skills a workforce must acquire or possess to enable the enterprise to achieve its goals.
Each business group has a competence key flexfield structure. For global competencies, you can define an additional competence key flexfield or use an existing, business-group-specific structure. In either case, you identify the structure for creating global competencies on the HR:Global Competence Flex Structure Profile Option. Otherwise, you cannot create global competencies.
Use the System Profile Values window.
See: User Profiles, Oracle HRMS Configuring, Reporting, and System Administration Guide
You can use generic proficiency rating scales to assess competencies during an appraisal.
Use the Rating Scales window.
See: Creating a Rating Scale, Oracle HRMS Workforce Sourcing, Deployment, and Talent Management Guide
Create definitions of competencies recognized and required by your enterprise to meet business goals.
Use the Competencies window.
See: Creating a Competency, Oracle HRMS Workforce Sourcing, Deployment, and Talent Management Guide
As an alternative or in addition to creating individual competencies, you can upload competencies supplied by third-parties, such as vendors who supply competency definitions for specific lines of business.
See: Uploading Third-Party Competency Information, Oracle HRMS Workforce Sourcing, Deployment, and Talent Management Guide
For ease of management and retrieval, you can group competencies into competency types. You define competency types using the lookup COMPETENCE_TYPE.
Use the Application Utilities Lookups window.
See: Adding Lookup Types and Values, Oracle HRMS Configuring, Reporting, and System Administration Guide
Associate individual competencies with one or more defined competency types.
Use the Competence Types window.
See: Grouping Competencies into Types, Oracle HRMS Workforce Sourcing, Deployment, and Talent Management Guide
You can define competency requirements for business groups, jobs, organizations, and positions. You can compare an individual's competencies with those required for a job or position, for example, to assist with promotion, training, or compensation plans.
Use the Competence Requirements window.
Defining Competency Requirements, Oracle HRMS Workforce Sourcing, Deployment, and Talent Management Guide
A competency is a record of a worker's proficiency in competencies of interest to the enterprise. Users can compare worker competency profiles with the competency requirements of jobs or positions when searching for suitable candidates, for example.
See: Creating a Competency Profile, Oracle HRMS Workforce Sourcing, Deployment, and Talent Management
For each worker, you can record qualifications achieved and educational establishments attended.
You can define all qualification types your enterprise recognizes.
Use the Qualification Types window.
See: Creating Qualification Types, Oracle HRMS Workforce Sourcing, Deployment, and Talent Management Guide
You can define all schools and colleges that deliver the qualifications your enterprise recognizes, so that users can select an educational establishment when recording a worker's qualifications. Alternatively, users can enter school and college names manually for each qualification.
Note: School and college definitions are available to all business groups; therefore, define them once only.
Use the Schools and Colleges window.
See: Creating Schools and Colleges, Oracle HRMS Workforce Sourcing, Deployment, and Talent Management Guide
Career Paths show the progression opportunities that are available to workers in your enterprise. You can define career paths based on either jobs or positions.
Define the career-progression routes available to workers in your enterprise.
Important: In the US, for AAP-Workforce Analysis reporting use the career path functionality to build the lines of progression for the jobs included in your AAP plans.
Use the Career Path Names and Map Career Paths windows.
See: Defining Career Paths, Oracle HRMS Workforce Sourcing, Deployment, and Talent Management Guide
You can record requirements, such as work location and work schedule, for jobs and positions.
Use the Work Choices window.
See: Entering Work Choices for a Job or Position, Oracle HRMS Workforce Sourcing, Deployment, and Talent Management Guide
For each worker, you can enter work preferences, such as the preferred work location or working schedule. You can compare this information with job or position requirements when career planning or looking for candidates.
Use the Work Preferences window.
See: Entering Work Preferences, Oracle HRMS Workforce Sourcing, Deployment, and Talent Management Guide
These implementation steps are required to enable you to view data in the HRMS Discoverer business areas and workbooks. They assume that you already have installed Discoverer. For information on Discoverer installation, see: Discoverer Administration Guide.
Additional Information: See also My Oracle Support Knowledge Document 2277369.1, Oracle E-Business Suite Support Implications for Discoverer 11gR1.
Follow the steps below to implement Workforce Intelligence Discoverer workbook reports. If you do not complete these steps, reports will be available to you, but they will not display data correctly. You need to perform some of these steps periodically, so that the reports reflect changes in your enterprise data. See: Programs to Populate Workforce Intelligence Discoverer Reports, Oracle HRMS Configuring, Reporting, and System Administration Guide
Workforce is not necessarily a count of the number of employees within your enterprise. Instead, it is a count based on employee assignments and budget measurement type. Calculations depend either on your budget measurement values for assignments, or they use a FastFormula..
Set budget measurement values for each employee assignment within Oracle Human Resources. Reports and performance measures then calculate workforce using the budget values.
If you do not set a budget measurement value for an assignment, and a Business Group default does not exist, the reports and performance measures either calculate workforce using Oracle FastFormula, or they will not include the workforce for an assignment.
Use the Assignment Budget Values window.
See: Entering Assignment Budget Values, Oracle HRMS Enterprise and Workforce Management Guide
If you want to configure how workforce is counted do not set a budget measurement type and assignment measurement value for an assignment. The reports will then use Oracle FastFormula to calculate workforce.
HRMSi provides two predefined workforce formulas:
TEMPLATE_HEAD
TEMPLATE_FTE
Use the Formula window.
See: Configuring Workforce Calculations using Oracle FastFormula, Oracle HRMS Configuring, Reporting, and System Administration Guide
Workforce Intelligence uses the conversion rates set up in the GL Daily Rate window. You can enter a specific conversion rate type for Workforce Intelligence, such as Corporate or Spot.
Use the Oracle Human Resources Table Values window.
See: Entering a Conversion Rate Type, Oracle HRMS Configuring, Reporting, and System Administration Guide
Within Oracle Training Administration OTA you can record the duration of a training event using a time period of your choice.
For example, rather than recording an event in hours you might record it in weeks or months. To enable the workbooks to display the number of hours of a training event, a predefined Oracle FastFormula, TEMPLATE_BIS_TRAINING_CONVERT_DURATION, converts your time periods into hours.
OTA is installed with four predefined time periods. If you record the duration of events using these predefined time periods the formula automatically converts them into the following hours:
D (Day) = 8 Hours
W (Week) = 40 Hours
M (Month) = 169 Hours
Y (Year) = 2028 Hours
Note: You set up time periods in Oracle Training Administration using the Lookup type FREQUENCY.
Amend the FastFormula TEMPLATE_BIS_TRAINING_CONVERT_DURATION if you have set up different time periods using the Lookup type FREQUENCY.
Use the Formula window.
See: Amending the Default Training Hours, Oracle HRMS Configuring, Reporting, and System Administration Guide
Amend the FastFormula TEMPLATE_BIS_TRAINING_CONVERT_DURATION if the number of hours per time period does not match those of your enterprise.
Use the Formula window.
See: Adding Additional Training Time Periods, Oracle HRMS Configuring, Reporting, and System Administration Guide
If users are using a local security profile they will only be able to see information in a specific business group. The business group is defined in the security profile attached to the responsibility.
For Discoverer reports, you may want to enable users to see data that spans business groups.
If you want to enable cross business reporting, provide users with a global security profile. A global security profile provides cross business group reporting because it does not specify a business group.
Use the Global Security Profile window.
See: Defining a Security Profile, Oracle HRMS Configuring, Reporting, and System Administration Guide
HRMS Discoverer workbooks will not run unless the application can identify an organization to report on. If a workbook cannot identify the reporting organization, it will fail to generate certain report parameter lists and will produce the following error message when displaying the report parameter page:
"No values were found for the parameter Organization whilst attempting to build the list of values. To run this report your system must have the parameter Organization set up. Please contact your system administrator."
The application identifies an organization through a business group. You must therefore ensure that you assign a business group correctly to report users. How you assign the business group depends on which security model you implement and whether you are using a local or global security profile. See the options below.
If you have implemented the standard HRMS security model, with a local security profile, you must set the profile option HR: Security to the business group you want to report on.
The reports identify the business group through the profile option HR: Business Group. The application automatically sets this profile option to the value in the HR: Security profile option.
Set up the business group in the profile option HR: Security. Use the System Profile Values window.
See: Setting Profile Options, Oracle E-Business Suite Setup Guide
If you have implemented the standard HRMS security model, with a global security profile, the HR: Business Group profile option is not set automatically.
Set the profile option HR: Business Group at responsibility level to the business group that you want to report on.
Use the System Profile Values window.
See: Overview of Setting User Profiles, Oracle E-Business Suite Setup Guide
If you have implemented the Security Groups Enabled security model, the HR: Business Group profile option is not used. You associate a business group with a security profile.
Use the Assign Security Profile window.
See: Assigning Security Profiles, Oracle HRMS Configuring, Reporting, and System Administration Guide
Grant access privileges to the Discoverer business area to determine which workbooks users can create or view.
Use Oracle Discoverer Administration Edition.
See: Grant Business Area Access, Oracle HRMS Configuring, Reporting, and System Administration Guide
To ensure the reports that cover vacancies return accurate results, you need to ensure that users close vacancies by using the status of CLOSED. You may have to obsolete an old vacancy status option that results in the status of C.
Use the Application Utilities Lookups window.
See: Check the Vacancy Status Options, Oracle HRMS Configuring, Reporting, and System Administration Guide
To ensure your HRMS Discoverer workbooks run correctly and efficiently, you need to run concurrent programs to populate summary tables with your hierarchy data and workforce measurement values.
For a full discussion of these concurrent programs, and when you need to run them, see: Programs for Populating Workforce Intelligence Discoverer Reports, Oracle HRMS Configuring, Reporting, and System Administration Guide
All reports that use organization hierarchy gather information from the Organization Hierarchy Summary table. Populate this summary table with your organization hierarchy data. The table ensures that you are getting the best possible performance from your reports.
To populate the summary table, run the concurrent program HRI Load All Organization Hierarchy Versions.
Use the Submit Requests window.
See: Populating the Organization Hierarchy Summary Table, Oracle HRMS Configuring, Reporting, and System Administration Guide
All reports that use supervisor hierarchy gather information from the Supervisor Hierarchy Summary table. Populate this summary table with your supervisor hierarchy data. The table ensures that you are getting the best possible performance from your reports.
To populate the summary table, run the concurrent program HRI Load All Supervisor Hierarchies.
Use the Submit Requests window.
See: Populating the Supervisor Hierarchy History Table, Oracle HRMS Configuring, Reporting, and System Administration Guide
Many reports use Workforce Measurement Values (WMVs). WMVs currently include headcount and full-time equivalent (FTE) assignment budget values.
Run the concurrent program HRI Load Workforce Measurement Value History to populate the Workforce Measurement Value History table with the WMVs used by your reports.
Use the Submit Requests window.
See: Populating the Workforce Measurement Value History Table, Oracle HRMS Configuring, Reporting, and System Administration Guide
Some US specific Discoverer workbooks use a 'Vets, EEO, AAP, OSHA, Multi Work Sites' hierarchy. They require information about the current generic hierarchy.
Run the concurrent program HRI Load All Generic Hierarchy Versions to calculate and collect the required data.
Use the Submit Requests window.
See: Populating the Generic Hierarchy Summary Table, Oracle HRMS Configuring, Reporting, and System Administration Guide
The Organization Rollup - Current folder in the Discoverer End User Layer uses organization hierarchies held in the HRI_ORG_PARAMS and HRI_ORG_PARAM_LIST tables. If you build Discoverer reports using the Organization Rollup - Current folder, you must populate these tables with your organization hierarchies.
To populate the tables, run the concurrent program BIS Load Organization Hierarchy Summary Table.
See: Collecting Organization Hierarchy Structures, Oracle HRMS Configuring, Reporting, and System Administration Guide
A number of standard reports are supplied with Oracle HRMS. These reports have been written using Oracle Reports V.2 and registered as concurrent programs with the Standard Requests Submission (SRS) feature of Oracle Applications.
You can use these Standard Reports or write your own reports and register these as additional reports which users can request from the Submit a New Request window.
In the UK, P45 and Pay Advice reports supplied with Oracle Payroll are designed for use with preprinted stationery. These reports use two special printer drivers to control the print format.
P45 - paygbp45.prt
Pay Advice -paygbsoe.prt
If your printer does not accept the same control characters as the DEC LN03 printer, you may need to modify the special SRW driver files.
When you install Oracle Payroll the two sample files are stored in the $PAY_TOP/srw directory. You should copy the files to $FND_TOP/$APPLREP and then register them using the Printer Drivers window.
After you have written your new reports and saved them in the correct subdirectory, you must register the report as a concurrent program. You also register the parameters which can be submitted with the report. For example, you may have written a report to display personal details and you want to submit employee name to limit the output to include one person at a time.
Use the Concurrent Programs window.
See: Concurrent Programs Window, Oracle E-Business Suite Setup Guide
You can define sets of Reports:
To restrict user access to specific reports.
A set of reports can be linked to a Responsibility.
To simplify requesting a report
You can run a report set in one request, rather than a request for each report.
Use the Request Set window.
You can use standard letters in HRMS to help you to manage your enterprise's recruitment or enrollments, for example. You do this by issuing standard letters to applicants or students, triggered by changes in assignment or enrollment status.
Oracle HRMS provides you with three different methods to create standard letters:
Method 3: Create Mail Merge Letters using Web ADI
You can create standard letters using Multimate, WordPerfect or Microsoft Word.
You need to identify the database information to include in the letters.
See: Planning Standard Letter Requirements, Oracle HRMS Configuring, Reporting, and System Administration Guide
Oracle HRMS supplies you with SQL*Plus scripts as templates for extracting database information for standard letters. You can copy the SQL*Plus script templates and modify them to create the standard letters you require.
See: Writing a SQL*Plus Script for MultiMate or WordPerfect, Oracle HRMS Configuring, Reporting, and System Administration Guide
See: Writing a SQL*Plus Script for Microsoft Word, Oracle HRMS Configuring, Reporting, and System Administration Guide
Register your SQL*Plus program with Oracle HRMS. You register your program so that you can run it as a concurrent program. Name the file PERWP*** (or OTAWP***). You must use this prefix for the system to recognize it as a type of letter.
Use the Concurrent Programs window.
See: Registering the SQL*Plus Script, Oracle HRMS Configuring, Reporting, and System Administration Guide
Link your SQL*Plus script with a letter and one or more statuses. In Oracle Human Resources, you can link one or more applicant assignment statuses with each recruitment letter. A request for the letter is then created automatically when an applicant is given an associated assignment status. For example, you can link your standard recruitment rejection letter to the status Rejected so that the letter is triggered when you set an applicant's assignment status to Rejected
Use the Letter window.
See: Linking the SQL*Plus Script with aLetter, Oracle HRMS Configuring, Reporting, and System Administration Guide
Write a skeleton letter using your word processor. Include the appropriate merge codes from the data source for the word processor you are using.
See: Writing a Skeleton Letter, Oracle HRMS Configuring, Reporting, and System Administration Guide
When you, or other users, set the status for an applicant or enrollment that triggers your standard letters, Oracle HRMS creates a letter request automatically, with the status of Pending. It also adds the applicant's or student's name to the request. You can view the pending request and names through the Request Letter window.
Use the Request Letter window.
See: Requesting Letters/Running the Report, Oracle HRMS Configuring, Reporting, and System Administration Guide
You now need to merge the data in the Data File with your skeleton letters.
See: Merging the Data File with the Standard Letter, Oracle HRMS Configuring, Reporting, and System Administration Guide
You can create a report for each letter using Oracle Reports, or another tool of your choice. The report contains the skeleton letter text and Select statements specifying the data to be extracted from the Oracle database.
You need to identify the database information to include in the letters.
See: Planning Standard Letter Requirements, Oracle HRMS Configuring, Reporting, and System Administration Guide
You now need to write and register the report.
See: Writing and Registering the Report, Oracle HRMS Configuring, Reporting, and System Administration Guide
You need to link your report with a letter and one or more statuses. In Oracle Human Resources, you can link one or more applicant assignment statuses with each recruitment letter. A request for the letter is then created automatically when an applicant is given an associated assignment status. In Oracle Training Administration, you can link one or more enrollment statuses with each enrollment letter. A request for the letter is then created automatically when an enrollment is given an associated status.
Use the Letter window.
See: Linking the Report With a Letter, Oracle HRMS Configuring, Reporting, and System Administration Guide
When you, or other users, set the status for an applicant or enrollment that triggers your standard letters, Oracle HRMS creates a letter request automatically, with the status of Pending. It also adds the applicant's or student's name to the request. You can view the pending request and names through the Request Letter window.
Then, when you change the letter request from Pending to Requested, Oracle HRMS runs the report that you created.
Use the Request Letter window.
See: Registering Letters/Running the Report, Oracle HRMS Configuring, Reporting, and System Administration Guide
Define Web ADI integrators and layouts and set up template letters.
See Creating Mail Merge Letters Using Web ADI, Oracle HRMS Configuring, Reporting, and System Administration Guide
You can add your own values to the supplied list of checklist items and statuses to be included in a template.
Define values for the CHECKLIST_ITEM and CHECKLIST_STATUS Lookup Types.
Define values for BUDGET_MEASUREMENT_TYPES
Use the Application Utilities Lookups window.
See: Adding Lookup Types and Values, Oracle HRMS Configuring, Reporting, and System Administration Guide
You can use formulas to configure the people management templates in the following ways:
Template Validation Formula
Template Information Formula
People Management Message Formula for the Assignment Field
People Management Message Formula for the Message Tokens
Use the Formulas window.
See: Writing Formulas for Templates, Oracle HRMS FastFormula User Guide
You can use the People Management Configurator to create templates for your users to use. We recommend that you use one of the supplied templates as a basis for your configured version.
Use the People Management Configurator.
See: Using the People Management Configurator, Oracle HRMS Configuring, Reporting, and System Administration Guide
You can setup additional notification messages to be used with the people management templates.
Use Oracle Workflow
See: Notification Messages Issued from Templates Forms, Oracle HRMS Configuring, Reporting, and System Administration Guide
Select element classifications or individual elements to define a set. There are three types of set:
Customization set
Run set
Distribution set
Use the Element and Distribution Set window.
See: Defining an Element or Distribution Set, Oracle HRMS Compensation and Benefits Management Guide.
Form Customization lets you restrict the types of information a user can access in a specific window.
You can define your own window titles for any window configuration option. Remember that the user guides and the online help use the default window names to identify windows.
You can call the configured window in two ways:
Define a customized node in a task flow
Add the customization as an argument to the menu function which calls the window
Use the Form Customization window.
See: Configuring a Window With Customform, Oracle HRMS Configuring, Reporting, and System Administration Guide
You must add your configured windows to a menu or task flow.
See: Adding Configured Windows to a Menu or a Task Flow, Oracle HRMS Configuring, Reporting, and System Administration Guide.
You can restrict access to query-only mode for an individual form.
See: Restricting Access to Query-Only Mode, Oracle HRMS Configuring, Reporting, and System Administration Guide.
The different national address styles are held and configured in the Personal Address Information descriptive flexfield using the Descriptive Flexfield Segments window. You can change the national address style for any country.
See: Changing Default National Address Styles, Oracle HRMS Configuring, Reporting, and System Administration Guide
HRMS supplies a format definition for a person's full name and other name definitions for use in custom code. You can change the supplied person-name format definitions and create additional format definitions to suit enterprise requirements.
See: Person-Name Formats, Oracle HRMS Workforce Sourcing, Deployment, and Talent Management Guide
You can prevent sensitive data from appearing on the Enter a person window by using parameters for HRMS window functions.
See: Using Parameters for HRMS Form Functions, Oracle HRMS Configuring, Reporting, and System Administration Guide
A task flow defines the selection of windows you want to use when performing a specific task. These can be arranged in sequence or as branched groups of Nodes, and you can include configured windows as nodes in your task flow.
Warning: Do not use apostrophes (') or percent (%) symbols in task flow names or task flow node names.
You can create task flows using:
All of the task flow windows provided with Oracle HRMS have nodes predefined for them. You can define new task flow nodes to provide different versions of these windows. For example, if you wanted to use CustomForm on a specific node in a task flow.
Use the Define Task Flow Nodes window.
See: Defining Task Flow Nodes, Oracle HRMS Configuring, Reporting, and System Administration Guide
Arrange the nodes of your task flows in sequential or branched groups
Use the Task Flow window.
See: Defining Task Flows, Oracle HRMS Configuring, Reporting, and System Administration Guide
You must define a top level process for each task flow. The top level process can contain sub processes, but not any other top level processes.
You use the Process Diagrammers within Oracle Workflow to create your task flows. You do this by adding and connecting the windows you want to appear.
You must create a top level process, sub processes are optional.
See: Creating a Top Level Process, Oracle HRMS Configuring, Reporting, and System Administration Guide
You can group a logical set of task flow windows into a sub process, which can then be used by several top level processes. This simplifies process modelling. Each sub process can contain other sub processes. There are two rules to note regarding sub processes:
A sub process cannot be defined as runnable.
When you use a sub process in another process, you must connect the sub process to the Top Node window.
See: Creating Sub Processes, Oracle HRMS Configuring, Reporting, and System Administration Guide
You can enter the label you want to appear on the task flowed windows, such as Photo (for the Picture window), and such. Each task flow window activity has an attribute called Button Label. Use this attribute to override the default button label for a window and to define an access key (or keyboard shortcut).
See: Creating Button Labels, Oracle HRMS Configuring, Reporting, and System Administration Guide
You can position the display order of buttons on the window. For example, you might want the first button to display the Picture window.
See: Positioning Button Display, Oracle HRMS Configuring, Reporting, and System Administration Guide
If you are creating task flows using the combined People and Assignment window, complete this step, otherwise skip this step.
For most task flow windows, you must display the first block of the window on entry. However, when you use the Combined People and Assignment window in a task flow, you must specify whether to display the People window (or block) or the Assignment window on entry.
See: Identifying Windows or Blocks to Display, Oracle HRMS Configuring, Reporting, and System Administration Guide
If you have created a configured version of a window, you can use it in the task flow. If not, you can skip this step.
See: Identifying Configured Forms to Include in the Task Flow, Oracle HRMS Configuring, Reporting, and System Administration Guide
When you have completed the task flow definition within Oracle Workflow, use the Workflow Verify function to check that your workflow conforms to Oracle Workflow modeling rules. When you have successfully verified the Workflow, save it to the HRMS database.
See: Verifying and Saving the Workflow, Oracle HRMS Configuring, Reporting, and System Administration Guide
After modelling a task flow in Oracle Workflow and saving it to the database, you must generate task flow definitions.
Use the Define Task Flow window.
See: Generating a Task Flow From Oracle Workflow, Oracle HRMS Configuring, Reporting, and System Administration Guide
Menus are composed of submenus and functions and all Oracle Applications are supplied with default functions and menus to give you access to all of the available windows.
Warning: You should not modify the default functions and menus supplied with the system. On upgrade, these defaults will be overwritten.
If you want to add window configuration options or task flows you should define your own menus.
Use the Form Functions window.
See: Defining Menu Functions, Oracle HRMS Configuring, Reporting, and System Administration Guide
The supplied menus give you access to all of the available submenus. However, a number of seeded functions are not enabled on these menus. You need to add them for the responsibilities that should have access to these functions:
Use the Menus window.
See: Defining Menus, Oracle HRMS Configuring, Reporting, and System Administration Guide
In most Oracle Applications, you can open multiple windows from the Navigator window without closing the window you already have open. HRMS, however, does not support Multiform functionality.
Important: You must disable this feature on menu structures that access Oracle HRMS windows.
See: Disabling Multiple Windows, Oracle HRMS Configuring, Reporting, and System Administration Guide
Any system that holds human resource and payroll information must be secured against unauthorized access. To reach employee information you need the correct security clearance.
The responsibility for defining and maintaining the internal security of your system is usually given to your system administrator.
Defining the access limits of each user is a multi-stage process which defines which records a user can see and which forms and windows they can see and use.
There are two security models to enable you to set up the right type of security for your enterprise:
Standard HRMS security model
Set up standard security if your enterprise sets up a different responsibility for each business group.
Security Groups Enabled security model
Use Security Groups Enabled security if your enterprise wants to enable many business groups for one responsibility. This type of security is most commonly used by Service Centers.
See: Defining Security for HRMS Users
You can also create reporting users who have read only access to data. This can be useful if you want to permit access to the data from another system.
See: Defining Security for Reporting Users
If you are using Standard HRMS security, ensure that the Enable Security Groups profile option is set to No at site and application level.
If you are using Security Groups Enabled security, ensure that the Enable Security Groups profile option is set to Yes at the application level.
Important: Once you have changed to Security Groups Enabled Security you cannot revert to the Standard Security model.
Use the System Profiles Value window
See: Setting Profile Options, Oracle E-Business Suite Setup Guide
If you are using the Security Groups Enabled model, you must run the Enable Multiple Security Group process to set up Oracle HRMS to use security groups.
Use the Submit a New Request window
See: Running Reports and Programs, Oracle E-Business Suite User's Guide
Use the Security Profile window (to give access to a single business group) or the Global Security Profile window (to allow users to access records from more than one business group).
See: Defining a Security Profile, Oracle HRMS Configuring, Reporting, and System Administration Guide
This is required for the responsibility. For menu functions calling configured forms or task flows, you must enter a parameter in the Parameter field of the Form Functions window.
See: Defining Menu Functions, Oracle HRMS Configuring, Reporting, and System Administration Guide
You can define the groups of standard reports and processes that a user can run from the Submit a New Request window. Every responsibility can have access to one request group.
Use the Request Group window.
See: Defining Menu Functions, Oracle HRMS Configuring, Reporting, and System Administration Guide
See: Request Groups Window, Oracle E-Business Suite Setup Guide
You need to define a responsibility.
Use the Responsibilities window.
See: Responsibilities Window, Oracle E-Business Suite Security Guide
Set the HR User Profile Options for the new responsibility.
You must set up the following:
HR: User Type
Use this profile option to limit field access on windows shared between Oracle Human Resources and Oracle Payroll.
HR:Cross Business Group
Set this profile option to Yes if you want users to be able to view some information across all business groups in your enterprise.
For details of the information you can make available to users across business groups, see User Profiles, Oracle HRMS Configuring, Reporting, and System Administration Guide
HR: Security Profile
If you are using the Standard Security model, enter the security profile for the responsibility. This must be set up at responsibility level, otherwise the default view-all security profile is used. Using Standard HRMS security you can only set up one security profile for a responsibility.
If you are using the Security Groups Enabled security model, do not set up or amend the HR: Security Profile option using the System Profile Values window. To set up or change this profile option use the Assign Security Profile window.
You can set also set up other User Profile Options.
Use the System Profile Values window.
See: Setting Profile Options, Oracle E-Business Suite Setup Guide
Oracle Applications Help for HRMS defaults to Global help, but you can associate a responsibility with a set of help files for a localization, such as Canada, US or UK, or for a verticalization such as Oracle Federal HRMS. You do this by setting the user profile Help_Localization_Code.
See: User Profiles, Oracle HRMS Configuring, Reporting, and System Administration Guide
In addition to associating a responsibility with a localization or a verticalization you can also specify that a particular responsibility should have access to a configured subset of the localized or verticalized help files.
See: Customizing Oracle E-Business Suite Help, Oracle E-Business Suite Setup Guide
If you are using the Standard Security model, you need to create usernames and passwords and link responsibilities to users.
If you are using the Security Groups Enabled security model, you need to create usernames and passwords. Do not link responsibilities and security groups (business groups) to users in the Users window for HRMS; instead, use the HRMS Assign Security Profile window.
Important: If you do enter a responsibility and security group in this window when using Security Groups Enabled security, you still need to use the Assign Security Profile window, to link your user to a responsibility and security profile. If you do not use the Assign Security Profile window, the default view-all security profile is used and your user will be able to see all records in the business group.
Use the Users window.
See: Users Window, Oracle E-Business Suite Security Guide
If you are using the Security Groups Enabled model, associate a security profile with a user, responsibility and business group.
Important: You cannot use the HRMS Assign Security Profile window to link responsibilities to users if you are setting up Standard Security.
Use the Assign Security Profile window.
See: Assigning Security Profiles, Oracle HRMS Configuring, Reporting, and System Administration Guide
Oracle HRMS uses the Security List Maintenance process to generate the lists of organizations, positions, payrolls, employees, contingent workers, and applicants that each security profile can access.
Important: When you initiate the Security List Maintenance process you must enter the resubmission interval to run the process every night
You must do this so that the system will automatically update the lists with the data changes you make every day.
If a power or computer failure should disrupt this process, you can initiate it manually from the Submit a New Request window.
When this process has completed successfully you can sign on to the system using the new username and responsibility.
Use the Submit a New Request window
See: Running Reports and Programs, Oracle E-Business Suite User's Guide
If you want reporting users to have the same restricted access to records as your online users, ask your ORACLE Database Administrator to create a new ORACLE User ID.
Reporting Users have read only access to data. This can be useful if you want to permit access to the data from another system.
Note: You need to inform Reporting Users of their Reporting Username and Password.
Register the new ORACLE ID with Application Object Library.
Use the Register window.
Using a view-all responsibility, you can define security profiles in the Security Profile window.
Use the Security Profile window.
See: Defining a Security Profile, Oracle HRMS Configuring, Reporting, and System Administration Guide
The Generate Secure User process will grant permissions to the new Reporting User ORACLE ID. Until you run this process, reporting users cannot access Oracle HRMS data using this security profile.
Select Generate Secure User.
In the Parameters window, enter the security profile you created for the ORACLE ID.
Submit your request.
A concurrent request ID appears in the ID field. You can check the progress of your request on the View Concurrent Requests window.
Use the Submit a New Request window
See: Running Reports and Programs, Oracle E-Business Suite User's Guide
You can set up Web Applications Desktop Integrator (Web ADI) to export information from your Oracle HRMS database to desktop applications, for example, spreadsheets.
See Implementing Web ADI for Use with Oracle HRMS, Oracle HRMS Configuring, Reporting, and System Administration Guide
See: Upgrade Information for Converting from ADE to Web ADI, Oracle HRMS Configuring, Reporting, and System Administration Guide
To turn on Auditing, set the AuditTrail:Activate profile option to Yes at Site or Application level.
Use the System Profile Values window.
See: Setting Profile Options, Oracle E-Business Suite Setup Guide
Turning Audit on has no noticeable effect on the performance of the system and users will not be aware of any extra delay in committing their transactions.
Whenever you choose to audit the actions of users of the system you are deciding to keep the details of all the transactions which take place. This will include before and after details as well as the details of who made the change and when.
Warning: In normal use the auditing of data can soon generate large volumes of audit data, which even when stored in a compressed format will continue to grow in size until you reach the limits imposed by your environment. If you reach the limits during active use then users will be unable to use the system until you remedy the problem.
You are strongly advised to consider the scope of your audit activities and how you will use the data you accumulate. Also you should consider how often you will report on the audit data, and when you will archive and purge your audit data.
If you need more advice on this you should contact your Oracle Support representative.
If you have installed more than one Oracle Application you can audit across multiple installations. For Oracle HRMS you should enable auditing for the HR user and the APPLSYS user.
Use the Audit Installations window.
See: Audit Installations Window, Oracle E-Business Suite Security Guide
With Oracle Applications you can define the level of detail you want to audit. You define the individual fields of each record that you want to audit.
Query the Table you want to audit
Enter the columns you want to audit for that table
Use the Audit Tables window.
See:Audit Tables Window, Oracle E-Business Suite Security Guide
You can define one or more Audit Groups for your installation. You might find this useful if you have more than one Oracle Application installed.
Use the Audit Groups window.
See: Audit Groups Window, Oracle E-Business Suite Security Guide
To start the AuditTrail activity you must submit the AuditTrail Update Tables Process for all tables, and the AuditTrail Update Datetracked Tables Process for all datetracked tables.
Use the Submit a New Request window.
See: Running Reports and Programs, Oracle E-Business Suite User's Guide
Address Validation Using Vertex Web Services
Oracle Payroll Command Center Setup
This section includes technical essays for Oracle HRMS.