Implementation Steps for HCM Fundamentals
This table lists the implementation steps for the JD Edwards EnterpriseOne HCM Fundamentals system.
Set up system controls.
Set up general options, position control options, company options, business unit constants, and common settings for JD Edwards EnterpriseOne Human Capital Management.
Define category codes, select fields for future data revisions, and release record reservations.
Select data for history tracking purposes and initialize history and turnover tracking.
Set up cross-reference tables by business unit, job classification constants, and union local and job cross-references.
Set up shift-rate differentials, occupational pay rates, pay type cross-reference tables, and then run the Synchronize EmployeeMaster Rates with Union Rates report (R059122).
Set up tax area information, corporate tax IDs, activate Quantum for Payroll, test the Quantum connection, set up the GeoCoder, and then run these UBEs:
Set up workflow for JD Edwards EnterpriseOne Human CapitalManagement.
Set up a web mail merge queue, convert mail merge templates, add a web mail merge template, or add a web mail merge template record and data structure.
Set up pay types.
Set up calculation tables and attach calculation tables to DBAs.
Set up basic DBA information, General Accounting information, the basis of calculation, add text to DBAs, set up group plan DBAs, set up tax status for deductions, and set up tax status for benefits.
Set up rollover calculation tables and rollover information for DBAs.
Set up category codes for DBAs.
Set up a DBA based on another DBA.
Set up limits for tax-deferred compensation deductions, tax-deferred compensation deductions for the U.S., and taxable fringe benefits for the U.S.
Set up advance deductions, a deduction DBA to adjust negative pay, a deduction DBA for overpayment, and a DBA to calculate if no gross pay.
Set up garnishment deductions, fee deductions, tax levy deductions, and a wage assignment deduction.