Human Capital Management Fundamentals Implementation Guide

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Title and Copyright Information
Preface
1 Introduction to JD Edwards EnterpriseOne HCM Fundamentals
- JD Edwards EnterpriseOne HCM Fundamentals Overview
- JD Edwards EnterpriseOne HCM Fundamentals Integrations
- JD Edwards EnterpriseOne HCM Fundamentals Implementation
  - Global Implementation Steps
  - Implementation Steps for HCM Fundamentals
- Business Interface Integration Objects
2 Understanding Human Capital Management Fundamentals
- System Features
- HCM Self Service
- General System Setup
- Tables Used by Human Capital Management Fundamentals
3 Setting Up System Options
- Prerequisites
- Setting Up System Controls
- Setting Up General Options
- Setting Up Company Options
- Setting Up Business Unit Information
4 Setting Up Employee Information
- Understanding Employee Information Setup
- Prerequisite
- Reserving Employee Records
- Defining Category Codes
- Choosing Fields for Future Data Revisions
  - Form Used to Choose Fields for Future Data Revisions
  - Choosing Fields for Future Data Revisions
- Setting Up Employee History and Turnover Tracking
- Setting Up Job Information for Employees
- Setting Up Earnings Information for Employees
5 Setting Up Tax Information
- Understanding Tax Information Setup
  - Tax Information Setup
- Prerequisites
- Setting Up Tax Area Information
- Setting Up Corporate Tax IDs
  - Forms Used to Set Up Corporate Tax IDs
  - Setting Up Corporate Tax IDs
- Setting Up Common Paymaster
- Setting up the Quantum Geocoder
- Updating Vertex Information
6 Setting Up Workflow
- Understanding Workflow
- Understanding Workflow Setup for Human Capital Management
  - Workflow Setup for Human Capital Management
- Understanding Recipients and Recipients Rules Setup
- Understanding the Process Master Verification Processes
- Prerequisite
- Setting Up Workflow for Human Capital Management
  - Forms Used to Set Up Workflow for Human Capital Management
  - Creating a New Workflow Process
7 Setting Up Web Mail Merge
- Understanding Web Mail Merge Setup
- Prerequisite
- Setting Processing Options for Web Mail Merge Workbench (P05WMMWB)
  - Default
- Setting Up Web Mail Merge Templates
- Setting Up Web Mail Merge Data Structures
8 Setting Up User-Defined Information
- Understanding User-Defined Information Setup
- User-Defined Codes for Human Capital Management Systems
- User-Defined Codes for Human Capital Management Foundation
- (USA) User-Defined Codes for the United States
9 Setting Up Pay Types
- Understanding Pay Type Setup
- Prerequisite
- Setting Up Pay Types
10 Setting Up Deductions, Benefits, and Accruals
- Understanding DBAs
- Understanding DBA Setup
- Setting Up DBA Information
- Setting Up Table Method DBAs
- Setting Up General Accounting and Arrearage Information
  - Form Used to Set Up General Accounting and Arrearage Information
  - Setting Up General Accounting and Arrearage Information
- Setting Up Group Plan DBAs
- Setting Up Tax Status for DBAs
11 Setting Up Additional Information for DBAs
- Setting Up Rollover Information for DBAs
- Setting Up Category Codes for DBAs
- Adding Text to DBAs
  - Form Used to Add Text to DBAs
  - Adding Text to DBAs
- Setting Up a DBA Based on Another DBA
- Setting Up Group Limits for DBAs
12 Setting Up Tax-Deferred and Taxable PDBAs
- Setting Up Limits for Tax-Deferred Compensation Deductions
- (USA) Setting Up Tax-Deferred Compensation Deductions for the U.S.
- (USA) Setting Up Taxable Fringe Benefits for the U.S.
13 Setting Up Advanced DBAs
- Understanding Advanced DBA Setup
- Setting Up Advance Deductions
  - Forms Used to Set Up Advance Deductions
  - Setting Up Advance Deductions
- Setting Up a Deduction DBA to Adjust Negative Pay
- Setting Up a Deduction DBA for Overpayment
- Setting Up a DBA to Calculate If No Gross Pay
- Setting Up Rollup and Master Accrual DBAs for Sick Accrual Requirements (Release 9.2 Update)
14 Setting Up Deductions for Wage Attachments
- Understanding Deductions for Wage Attachments Setup
- Setting Up Garnishment Deductions
- Setting Up Exemption Rules for Wage Garnishments
- Setting Up Fee Deductions
- Setting Up Tax Levy Deductions
- Setting Up a Wage Assignment Deduction
15 Running DBA Reports
- Understanding DBA Reports
- Running the Pay Types and DBA Codes Reports (R059116PD)
  - Understanding the Pay Types and DBA Codes Reports
  - Running the Pay Types and DBA Codes Reports
- Running the DBA Basis of Calculation Report (R05903P)
  - Understanding the Basis of Calculation Report.
  - Running the DBA Basis of Calculation Report
- Running the Calculation Tables Report (R059026P)
  - Understanding the Calculation Tables Report
  - Running the Calculation Tables Report
- Running the Group Plan Instructions Report (R059106)
  - Understanding the Group Plan Instructions Report
  - Running the Group Plan Instructions Report
- Running the Table Method Explanations Report (R059027)
  - Understanding the Table Method Explanations Report
  - Running the Table Method Explanations Report
16 Adding Employee Records One at a Time
- Understanding Methods of Employee Record Entry
  - Using Web Services for Employee Data
    - Processing Options Used by EmployeeManager (JP080020)
- Understanding Employee Information
- Understanding Employee Information for Canada
  - Country Code
  - Employee Language Preference
- Prerequisites
- Entering Basic Employee Information
- Entering Employee Personal Information
- Entering Organizational Assignment Information
- Entering Basic Compensation Information
- Entering Country-Specific Information for Employees
- Entering Employee History Information
- (USA) Entering Tax Withholding and Override Information for U.S. Employees
- (CAN) Entering Tax Information for Canadian Employees
- Updating Position and Requisition Information
17 Adding Employee Records Using Employee Quick Hire
- Understanding Employee Quick Hire
- Understanding New Employee Information Tasks
- Understanding the Relationship Between Quick Hire and New Hire Employee Setup
- Setting Up Default Information for Employee Records
- Adding Employee Records for Applicants, Rehires, and New Hires
- Running the Process Pending Employees Report
- Revising New Employee Records
- Purging Pending Employee Information
  - Understanding Pending Employee Information Purges
  - Purging Pending Employee Information
18 Using the Employee Organization Chart (Release 9.2 Update)
- Understanding the Organization Chart
- Viewing Employee Information in the Organization Chart
19 Assigning Tax Area Information Using the GeoCoder
- Understanding Tax Area Information Assignment Using the GeoCoder
- Prerequisite
- Assigning Tax Areas Interactively
- Assigning Tax Areas Using Batch Processes
- Adding Pretax Deduction Overrides
20 Entering Additional Employee Information
- Understanding Additional Employee Information Entry
- Entering Payroll Information for Employees
- Entering Additional Benefits Information for Employees
- Entering User-Defined Information for Employees
  - Understanding User-Defined Information Entry for Employees
  - Forms Used to Enter User-Defined Information for Employees
21 Entering Employee Instructions
- Understanding Split Time
  - Examples: Activating Split Time
- Entering Employee Deduction, Benefit, and Accrual Instructions
- Secure Act 2.0
- Entering Labor Distribution Instructions
- Entering Automatic Deposit Instructions
- Creating Prenote Transaction Records
- Setting Up Instructions to Generate Component Pay Types
- Revising the Pay Calculation Table
22 Reviewing and Revising Employee Information
- Understanding Employee Information Revision
- Reviewing Employee Information
  - Understanding Employee Information Review
  - Forms Used to Review Employee Information
- Processing Mass and Future Changes
- Entering Leave-of-Absence Information
- Terminating Employees
- Working with Supplemental Data
23 Updating Disability and Protected Veteran Status Information
- Updating Disability and Protected Veteran Status Information for Employees and Applicants
24 Working with Hours of Service Eligibility for the Affordable Care Act
- Understanding the Affordable Care Act and Hours of Service Processing
- Setting Up Applicable Large Employers
- Working with Hours of Service Workbench
- Working with ACA Details for an Employee
25 Creating Parent-Child Relationships
- Understanding Parent-Child Relationships
- Creating Parent-Child Relationships by Employee
26 Working with Point-in-Time Employee Reports
- Understanding Point-in-Time Employee Reports
- Preparing Data for Point-in-Time Reports
27 Working with Web Mail Merge
- Understanding Web Mail Merge
- Creating Employee Letters
- Viewing, Editing, and Sending Web Mail Merge Letters by Email
- Creating Mass Mailing Letters
28 Working with Employee History Records
- Understanding Employee History Records
- Prerequisites
- Reviewing History for an Employee
- Correcting Employee History
- Purging HR History Information
- Correcting Turnover Records
- Working with History and Turnover Reports
29 Defining Jobs
- Understanding Job Information
- Entering Job Information
- Entering Supplemental Data for Jobs
  - Understanding Supplemental Data Entry for Jobs
  - Forms Used to Enter Supplemental Data for Jobs
- Reviewing Employees by Job Type and Step
- Updating Jobs Globally
- Working with Obsolete Jobs
30 Appendix A - DBA Table Methods
- DBA Table Methods
31 Appendix B - Delivered Workflow for JD Edwards EnterpriseOne HCM Application Fundamentals
- Delivered Workflow for JD Edwards EnterpriseOne HCM Application Fundamentals
32 Appendix C - JD Edwards EnterpriseOne Human Capital Management Foundation Reports
- Human Capital Management Foundation Reports: A to Z
- Selected Human Capital Management Fundamentals Reports
33 Appendix D - Delivered User Defined Objects for Human Capital Management (Release 9.2 Update)
- Human Capital Management Notifications
34 Appendix E - Using the Employee Organization Chart with ADF (Release 9.2 Update)
- Understanding the Organization Chart
- Viewing Employee Information in the Organization Chart Using ADF
- Using the Organization Chart in a CafeOne Layout Using ADF
35 Glossary
- Business Unit
- Company
- Effective Date
- Employee Identification
- Fiscal Year
- Search Type
- Mailing Name
- City
- Postal Code
- Address Line 1
- Address Line 2 through 4
- Address Line 3
- Address Line 4
- Batch Number
- Beginning Effective Date
- Job Step
- Job Type
- Job Type/Step
- Union Code
- Home Business Unit
- Ending Effective Date
- Remark