Oracle US Federal Human Resources Configuring, Reporting, and System Administration Guide

Contents

Title and Copyright Information

Send Us Your Comments

Preface

Security Rules

Security Overview
Security
Key Concepts
Security Models
Security Groups (Security Groups Enabled Model Only)
Reporting Access
Security Processes
Setting Up Standard HRMS Security
Setting Up Security Groups Enabled Security
Setting Up Security for Applications Using Some HRMS Windows
Setting Up Reporting Users
Defining a Context for Mass Actions
Setting Up the Security Performance Enhancement Feature
Running the Synchronize Security Performance Tables Process
Security Profiles
Assignment-Level Security
Security Profiles by Supervisor Hierarchy
Security Profiles by Organization and Organization Hierarchy
Security Profiles by Position and Position Hierarchies
Defining a Security Profile
Assigning Security Profiles
Using the Find Security Profile Assignment window
Running the Security List Maintenance Process
User Profiles
Responsibilities
Menu Structure
Request Groups
Structuring Menus
Defining Menus
Disabling Multiple Windows
Defining Menu Functions
Restricting Access to Query-Only Mode
Using Parameters for HRMS Form Functions
AuditTrail Overview
Audit Information Reports
Custom Audit Reports
Setting Up AuditTrail
Disabling AuditTrail
Running the Predefined Audit Report

Desktop Integration

Desktop Integration Overview
Desktop Integration
Implementing Web ADI for use with Oracle HRMS
Data Download and Upload Using Web ADI - Overview
Data Download Using Web ADI
Data Upload Using Web ADI
Letter Generation Using Web ADI
Configuration of Data Download and Upload Using Web ADI
Controlling Access to HRMS Web ADI Integrators
Upgrade Information for Converting from ADE to Web ADI
Downloading Data to your Desktop using Web ADI
Uploading Data using Web ADI
Uploading Data from Legacy Systems using Web ADI
Defining Standalone Integrator Queries
Maintaining Standalone Integrator Queries
Disabling Standalone Integrator Queries
Controlling Integrator Access
Creating Word Documents Using Web ADI
Defining Mappings in Web ADI
Creating Mail Merge Letters using Web ADI
Managing Template Letters Using Web ADI
Creating Links between Template Letters and Layouts
Configuring Web ADI
Creating Integrators in Web ADI
Defining Layouts in Web ADI
Converting ADE Styles to Web ADI Integrators
Letter Generation Overview
Concurrent Processing
Example Files
Planning Standard Letter Requirements
Writing a SQL*Plus Script for MultiMate or WordPerfect
Writing a SQL*Plus Script for Microsoft Word
Registering the SQL*Plus Script
Linking the SQL*Plus Script With a Letter
Writing a Skeleton Letter
Merging the Data File with the Standard Letter
Linking the Report With a Letter
Writing and Registering the Report
Requesting Letters/Running the Report

Extending Oracle HRMS

Extend Oracle HRMS Overview
Extend Oracle HRMS
Flexfields
User-Definable Key Flexfields
User Definable Descriptive Flexfields
Descriptive Flexfield List
Descriptive Flexfields and Address Styles
Developer Flexfields
Creating Key Flexfield Database Items
Setting up the Job Key Flexfield
Setting up the Position Key Flexfield for Non-NFC Implementations
Setting up the Position Key Flexfield for NFC Implementations
Creating Descriptive Flexfield Database Items
Changing Default National Address Styles
Extra Information Types (EITs)
EITs and Security
Example Script for Registering Extra Information Types (EITs)
Setting Up Extra Information Types (Excluding Organization EITs)
Setting Up Extra Information Types for an Organization Classification
Setting Up Extra Information Types For a Responsibility
Entering Extra Information
Running the Register Extra Information Types (EITs) Process
Assignment Extra Information Types
Location Extra Information Type
Organization Extra Information Types
Person Extra Information Types
Position Extra Information Types
US Federal Elements
US Federal Key Flexfields
NOAC Families and Request Information Types
RPA Information Type Descriptions
User-Defined Tables
Predefined User Tables
Setting Up User Tables, Columns and Rows
Entering Table Values
Lookup Codes
User and Extensible Lookups
User and Extensible Lookups for Oracle US Federal HR
Adding Lookup Types and Values
Removing Lookup Values
Overview of Document Categories and Types
Creating Document Categories, Subcategories, and Types
Running the Register Document Types (EITs) Process
User Types and Statuses Window
Creating User Types and Statuses
Oracle HRMS Predefined Alerts
Conditions of the HRMS Alerts
Example of Setting up a HRMS Alert
CUSTOM Library Events
Publicly Callable Business Process APIs in Oracle HRMS
APIs Available for HR Foundation Users
Providing Alternate Pay Dates
Info Online Links to Information Provider Web Sites
Accessing Information Provider Web Sites
Integration between Oracle HRMS Products and Information Providers
Info Online Content Container
Configuring Links between Oracle HRMS Products and Information Providers
Task Flow
Task Flow Windows
Task Flow (Oracle Workflow)
Creating Task Flows Using Forms
Defining Task Flow Nodes
Defining Task Flows
Copying an Existing Task Flow
Adding a New Window to an Existing Task Flow
Amending the Navigation of a Task Flow
Generating a Task Flow From Oracle Workflow
Creating Task Flows Using Workflow
Creating a Top Level Process
Creating Sub Processes
Creating Button Labels
Positioning Button Display
Identifying Windows or Blocks to Display
Identifying Configured Forms to Include in the Task Flow
Verifying and Saving the Workflow
Transferring Task Flows Between Databases
People Management Configurator
People Management Templates
Predefined People Management Templates
Find Window Configuration
SITs, EITs and Other Flexfields in Templates
Context-Sensitive Fields In Templates
Online Help Targets for Templates
Notification Messages Issued From Template Window
People Management Configurator Options
Fields on the People Management Window
Using the People Management Configurator
Opening and Copying a Template
Editing a Template
Adding and Removing Fields on a Template
Adding Flexfields to a Template
Defining Checklists
Setting Defaults for Fields in Templates
Setting Up Context-Sensitive Fields In Templates
Setting Up DateTrack History on Fields in Templates
Setting Up More Information on Fields in Templates
Adding a People Management Template Window to a Menu or Task Flow
CustomForm
Using CustomForm
Configuring a Window With CustomForm
Adding a Custom Window to a Menu or Task Flow
Additional Configuration Options
Setting Up Your Printers
What is International HRMS?
Overview of Payroll Archiver Process (International Payroll)
Enabling Currencies
Running the International HRMS Setup Process
Setting up International HRMS Setup for Tax Unit
Setting up Payroll Archiver (International Payroll) Process
Running the Payroll Archiver (International Payroll) Process
Entering Reporting Preferences Information
Setting Up Direct Deposit (International Payroll)
Running the Direct Deposit (International Payroll) Process
Running the XML Report Publisher
Setting up Self Preference information (International Payroll)
Using the Person Name Format Function
Configuring SOE Information
Enabling Run Balances
Setting up Cash Management Integration for EFT Payroll Payments
Running the Payroll Register Report (International Payroll)
Creating Directory Objects in Oracle Database 19c

Administering Workforce Intelligence

Information Access Overview
Information Access
Discoverer Workbooks and End User Layer
Discoverer End User Layer Business Area Descriptions
Programs to Populate Workforce Intelligence Discoverer Reports
Workforce Calculation
Configuring Workforce Calculations Using Oracle FastFormula
Entering A Conversion Rate Type
Amending the Default Training Hours
Adding Additional Training Time Periods
Granting Business Area Access
Check the Vacancy Status Options
Populating the Organization Hierarchy Summary Table
Populating the Supervisor Hierarchy History Table
Populating the Workforce Measurement Value History Table
Populating the Generic Hierarchy Summary Table
Collecting Organization Hierarchy Structures
Adding BIS Load Organization Hierarchy Summary Table to a Request Group
Populating the Organization Hierarchy Tables
Using Attachments
Using Inquiry Windows and Folders
Running Predefined and User Defined Reports
Defining QuickPaint Reports
Running QuickPaint Reports
Defining Concurrent Process Custom Reports

Maintenance of Federal Data

Maintenance of Federal Data Overview
Maintenance of Federal Data
Understanding Family Types
Nature of Action Families
Process Method
Federal Process Log
Displaying NOA Families and Codes
Displaying Process Methods and NOA Families
Maintaining Personnel Office ID Information
Setting up Event Codes
Using the Federal Process Log
Maintaining NOACs and Remarks
Associating Remarks to NOACs
Displaying Remark Codes and Descriptions
Adding and Deleting Remarks
Inserting Data in NOAC, Remark, and LAC Descriptions
Maintaining Legal Authority Codes
Associating Legal Authority Codes to NOACs
Defining Legal Authority Codes
Running the Ex-Employees Report/Purge Process

Federal Workflow

RPA and PD Workflow Overview
Workflow
Routing Documents
The Routing History
Setting Up Routing Groups, Groupboxes, and Routing Lists
Setting Up Routing Groups
Adding a Person to a Routing Group
Setting up Groupboxes
Setting up Routing Lists
Reviewing the History of an Action
Querying Notifications from Your Worklist
Responding to an RPA from the Workflow Worklist
Rerouting a Notification
Copying the Original Workflow Item Type
Changing a Workflow Attribute

Interface Configuration

Interface Configuration Overview
Interface Configuration
System Extract
XML-Enabled System Extracts
Defining an Extract Criteria Profile
Defining an Extract Layout
Defining a System Extract
Viewing Extract Change Events for a Person
Viewing Extract Results
Running the System Extract Concurrent Processes
Restarting an Extract Process
Purging System Extract Results
Purging the System Extract Change Log
Running the Extract XML Publisher Process
Migrating a System Extract
BEE (Batch Element Entry)
Making Batch Element Entries Using BEE
Entering a Batch Header
Setting Up BEE Validation Using Control Totals
Creating the Same Line for Several Assignments
Creating or Editing Individual Batch Lines
Creating Several Lines for One Assignment
Validating a BEE Batch
Transferring a BEE Batch
Purging a Batch From the BEE Tables
Reviewing BEE Process Results
Processing Multiple BEE Batches Together
Rolling Back a BEE Process
Spreadsheet Loaders: Frequently Asked Questions
National Finance Center Interface
Setting up the National Finance Center (NFC) Interfaces
Defining a NFC Job Control Language Interface
Defining NFC Personnel Actions and Position Interfaces
Submitting NFC Position Data
Submitting NFC Personnel Actions Data
Correcting and Resubmitting NFC Data
Defining the Personal Address Flexfield for NFC

HRMS Glossary

Index