Oracle US Federal Human Resources Enterprise and Workforce Management Guide

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Preface

Introduction to Oracle US Federal HRMS

Introduction to Oracle HRMS

Human Resource Model

Oracle Human Resources

How to Use Your Documentation and Online Help

Multilingual Oracle HRMS

Managing Change Over Time

Setting Your Effective Date

Removing an End Date

Viewing the History of Datetracked Information

Organization Structure

Organization Structures Overview

Organization Structures

Key Concepts for Representing Enterprises

Extending the Enterprise Framework

Organization Classifications

Configuration Models for Your Enterprise Framework

Defaults for the Business Group

Generic Hierarchies Overview

Government Reporting Entities (GREs)

Setting Up Organizations

Creating an Organization

Entering Organization Classifications

Entering Additional Information

Finding an Organization

Removing and Deleting Organizations

Entering Business Group Information

Business Groups: Entering Budget Value Defaults

Business Groups: Selecting a PTO Balance Type

Business Groups and HR Organizations: Entering Work Day Defaults

Defining Benefits Defaults for a Business Group

Business Groups: Entering Recruitment Information

GREs: Entering the IRS Identification Number

Entering New Hire Report Information for a GRE

HR Organizations: Entering Costing Information

Entering Self-Service Preference Information

Entering Reporting Information for an HR Organization or a Company Cost Center

HR Organizations: Entering US Federal Reporting Information

HR Organizations: Entering Parent Organizations

HR Organizations: Entering a Work Schedule

Entering GL Company Cost Center Information for a Company Cost Center

Entering Representative Body Information

Entering Constituency Information for a Representative Body

Entering Organization Hierarchy Information for Constituencies

Entering Location Information for Constituencies

Entering Organization Information for Constituencies

Entering Grade Information for Constituencies

Entering Bargaining Unit Information for Constituencies

Entering Job Information for Constituencies

Entering Collective Agreement Grade Information for Constituencies

Entering Trade Union Information for a Bargaining Association

Entering Additional Information for a Professional Body

Entering Related Organizations Information for an HR Organization

Running the Change Person Numbering to Automatic Process

Running the Global Sequencing for Person Number Generation Process

Selecting and Viewing Managers for Organizations

Locations

Setting Up Locations

Duty Station Changes

Processing Duty Station Conversions

Running the Location Occupancy Report

Processing Retroactive Duty Station Actions

Changing Locality Pay and Duty Station

Maintaining Duty Station Information

Internal Organizations and Cost Centers

Implementing Automatic Company Cost Center Creation

Upgrading to Automatic Company Cost Center Creation

Defining the Name Format of Company Cost Centers

Running the Export GL Company Cost Centers Process

Running the Upload GL Company Cost Center Information Request Set

Running the Synchronize GL Company Cost Centers with HR Request Set

Running the Create and Maintain Company Cost Center Organizations Process

Running the Synchronize GL Company Cost Centers with Existing Organizations Process

Organization Hierarchies

Establishment Hierarchies

Creating Organization Hierarchies

Changing Organization Hierarchies

Deleting Organization Hierarchies

Running the Organization Hierarchy Report

Launching a Hierarchy Diagrammer

Finding an Organization or Position in the Hierarchy Diagrammers

Changing the Appearance of a Hierarchy Diagram

Displaying Information about Organizations or Positions

Setting Up a New Hierarchy

Creating a New Version of an Existing Hierarchy

Copying an Existing Hierarchy

Adding Organizations or Positions to a Hierarchy

Removing Organizations or Positions From a Hierarchy

Moving Organizations or Positions in a Hierarchy

Menu and Toolbar Commands

Jobs and Positions

Jobs and Positions Overview

Ending Jobs for OCC Series that End

Position Description Classification Overview

Adding an Attachment to the Position Description

Linking Position Descriptions to Positions

Printing Position Descriptions

Classifying Position Descriptions

Reclassifying a Position Description

Listing Occupants Associated to a Position Description

Linking Employee Information to a Position Description Cover Sheet

Viewing Position Description Cover Sheets

Displaying the PD Routing History

Position Management

Information About Jobs and Positions

Position Hiring Status

Position Extra Information Types

Establishing, Defining, and Assigning Positions

Defining a Position

Validating a Position

Entering Additional Information About Jobs and Positions

Entering Work Choices for a Job or Position

Find a Position

Changing a Position

Changing the Position Title

Representing Structures Where Reporting Lines Cross

Entering Job and Position Requirements

Deleting a Position or Job

Processing Recruit and Fill, Establish, Abolish, and Review Actions

Defining Position Hiring Statuses

Viewing Position Occupancy

Copying a Position

Updating Positions

Position Hierarchies

Creating a Position Hierarchy

Creating a New Version of a Position Hierarchy

Copying an Existing Hierarchy

Deleting a Position Hierarchy

Changing a Position Hierarchy

Running the Position Hierarchy Report

Jobs and Position Evaluation

Creating an Evaluation System

Entering Evaluation Information

Employee Job and Position Detail Workbook

People Budgets and Costing

People Budgets and Costing Overview

People Budgets and Costing

Using HRMS Budgeting

Under Budgeted Entity Reporting

Defining Budgetary Calendars

Renaming Period Types

Defining Budget Sets

Entering Assignment Budget Values

Recalculating Assignment Budget Values

Setting Up Default Assignment Costing for Budgets

Defining Budget Characteristics

Entering Non-Approved Budgets

Setting up an Oracle HRMS Budget for Transfer to Oracle General Ledger

Setting Up Budget Worksheets

Completing a Budget Worksheet

Delegating Budget Worksheets

Posting Completed Budgets

Migrating a Budget to Oracle HRMS

Posting a Budget to Oracle General Ledger as a Batch Process

Calculating Budget Commitments

Posting Budget Commitments to Oracle General Ledger

Running the Relieve Commitments Request Set Process

Reallocating and Reserving Budget Resources

Using the Process Log

Control Budget Reports

Running Report Under Budgeted Entities

Running the Position Element Summary Report

Running the Position Element Detail Report

Running the Position Summary Report

Running the Budget Period Position Detail Report

Running the Staffing Budget Details Report

Running the Salary Review Report

Running the Organizational Position Summary Report

Running the Entity Element Summary Report

Labor Costs in Oracle HRMS

Labor Cost Allocation Example

Data Costed at the Payroll Level

Data Costed at the Element Link Level

Employer Charge Distribution Example

Data Costed at the Organization and Assignment Levels

Data Costed at the Element Entry Level

The Cost Allocation Key Flexfield

Setup of the Cost Allocation Key Flexfield

Oracle HRMS Cost Allocation Key Flexfield Example

Subledger Accounting (SLA)

Allocating Costing Percentages at Assignment Level

Previewing Cost Allocations

Running the Costing Process

Running the Costing Summary Report

Running the Cost Breakdown Report

Running the Costing Detail Report (generic)

Mapping Cost Allocation to the Accounting Flexfield

Running the Partial Period Accrual Calculation Process

Running the Transfer to GL Process

Running the Transfer to GL Detail Report

Running the Upgrade Historical Payroll Data to SLA Process

Running the Transfer to SLA Process

Running the Costing of Payment Process

Running the Costing of Payment Summary Report

Running the Costing of Payment Breakdown Report

Running the Costing of Payment Detail Report

RetroCosting

Running the RetroCosting Process

Key Concepts for People Budgets and Costing Intelligence

Person Types and Employment Groups

People Types and Employment Groups Overview

People Types and Employment Groups

Person Types

Other Employee Groups

Defining Person Types

Changing Person Type Usage and Deleting OAB Person Type Usage

Entering OAB Person Type Usage

Workers' Representation and Supplementary Roles

Entering Supplementary Role Information

Entering Election Information

Employment Agreements and Legal Compliance

Employment Agreements and Legal Compliance

CPDF and EHRI Reports

Organizational Component Translation Report

Standard Form 113-A Monthly Report of Federal Civilian Employment

Creating CPDF Reports

Running the EHRI Status Report

Running the EHRI Dynamics Report

Running the EHRI Organizational Component Translation Report

Creating SF 113-A Monthly Report of Federal Civilian Employment Reports

Completing the AA/EEO Breakdown Report

Setting Up Information for the Retirement Data Report

Running the Retirement Data Report

Complaint Tracking Overview

Setting Up Complaint Tracking

Using the Find Complaints Window

Entering People Involved in Processing a Complaint

Entering Complaint Office Names

Ending Periods of Service

Displaying Complainant Information

Initiating a Pre-Complaint

Entering a Formal Complaint

Entering Claims

Investigating a Complaint

Consolidating a Complaint

Closing a Formal Complaint

Processing a Class Action

Processing a Civil Action

Reviewing Complaint Costs

Capturing Agency Complaint Costs

Producing a PDF EEO Form 462 Report

Producing an Editable PDF EEO Form 462 Report

Recording the Offer of Resolution

Issuing a Final Decision without a Hearing

Documenting the Complaint Hearing

Issuing a Final Action after a Hearing

Entering a Petition for Non-Enforcement

Entering Non-Compliance Information

Processing a Request for Reconsideration

Recording Alternative Dispute Resolutions

Recording Corrective Actions

Entering a Complainant Appeal

Entering an Agency Appeal

Collective Agreements

Value Sets for Collective Agreements

Setting Up a Collective Agreement

Defining an Entitlement Item for a Collective Agreement

Defining an Eligibility Profile

Defining Derived Factors: Compensation Level

Defining Derived Factors: Percent of Full Time Employment

Defining Derived Factors: Hours Worked In Period

Defining Derived Factors: Age

Defining Derived Factors: Length of Service

Defining Derived Factors: Combination Age and Length of Service

Entering a Collective Agreement

Defining Collective Agreement Entitlements

Setting up Collective Agreement Grades

Entering Collective Agreement Grades

Collective Agreement Administration

Selecting and Applying Collective Agreement Entitlement Values

Defining Retained Rights

Running the Collective Agreement Entitlement Evaluation Process

Occupational Health: Medical Assessments, Disabilities and Work Incidents

Entering Work Incident Information

Entering Medical Assessments

Entering Disability Information

Reporting Categories and Statuses

Registration of Reporting Categories and Statuses

Registering Reporting Categories

Registering Reporting Statuses

Reporting Organizations

Establishment Hierarchies

Varieties of Establishment Hierarchies

The Single-Establishment Hierarchy

Multi-Establishment Hierarchies

Preparing for Government-Mandated HR Reporting

Setting Up Reporting Organizations

Example Multi-Establishment Hierarchies

Setup Steps for OSHA Reporting

Set Up Establishment Hierarchies

Placing Subordinate Reporting Organizations in Hierarchies

Enter Establishment Overrides

Define Lines of Progression for Jobs

OSHA (Occupational Safety and Health Act) Reporting

OSHA Data

OSHA Categories of Illness

Entering Information about Work-related Injury or Illness

Running OSHA Reports

Running OSHA Electronic Reports

Discoverer Reports for Employment Agreements and Legal Compliance (US)

Compliance (United States Specific) Detail Workbook

Employee Equal Opportunity Exceptions (United States Specific) Detail Workbook

Employee Equal Opportunity for New Hires (United States Specific) Detail Workbook

Employee Equal Opportunity for Separations (United States Specific) Detail Workbook

Employee Equal Opportunity with Salary (United States Specific) Detail Workbook

Checklists

Checklists Overview

Setting Up Checklists

Identifying Performers for Checklist Tasks

Running the Allocate Checklists Process

HRMS Glossary

Index

Oracle US Federal Human Resources Enterprise and Workforce Management Guide

Contents