Core Implementation Steps

This table lists the core implementation steps for JD Edwards EnterpriseOne Human Capital Management Foundation.

1. Set up system controls.

   See "Setting Up System Controls" in theJD Edwards EnterpriseOne Applications Human Capital Management Fundamentals Implementation Guide.

2. Set up general options, position control options, company options, business unit constants, and common settings for Human Capital Management.

   See "Setting Up System Options" in theJD Edwards EnterpriseOne Applications Human Capital Management Fundamentals Implementation Guide.

3. Define category codes, select fields for future data revisions, and release record reservations.

   "Setting Up Employee Information" in theJD Edwards EnterpriseOne Applications Human Capital Management Fundamentals Implementation Guide

4. Select data for history tracking purposes and initialize history and turnover tracking

   See "Setting Up Employee History and Turnover Tracking" in the JD Edwards EnterpriseOne Applications Human Capital Management Fundamentals Implementation Guide.

5. Set up cross reference tables by business unit, job classification constants, and union local and job cross references.

   See "Setting Up Job Information for Employees" in the JD Edwards EnterpriseOne Applications Human Capital Management Fundamentals Implementation Guide.

6. Set up shift-rate differentials, occupational pay rates, pay type cross reference tables, and then run the Synchronize Employee Master Rates with Union Rates report (R059122).

   See "Setting Up Earnings Information for Employees" in the JD Edwards EnterpriseOne Applications Human Capital Management Fundamentals Implementation Guide.

7. 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:

   • Tax Area Table report (R07500).

   • GeoCoder Employee Batch Processing report (R070103).

   • Cost Center Tax Area Processing report (R079052).

   • Populate Vertex Filing Status Process report (R0701730).

   • See "Setting Up Tax Information" in the JD Edwards EnterpriseOne Applications Human Capital Management Fundamentals Implementation Guide

8. Set up workflow for Human Capital Management.

   See "Setting Up Workflow" in the JD Edwards EnterpriseOne Applications Human Capital Management Fundamentals Implementation Guide.

9. 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.

   See "Setting Up Web Mail Merge" in the JD Edwards EnterpriseOne Applications Human Capital Management Fundamentals Implementation Guide.

10. Set up pay types.

    See "Setting Up Pay Types" in the JD Edwards EnterpriseOne Applications Human Capital Management Fundamentals Implementation Guide.

11. Set up calculation tables and attach calculation tables to DBAs.

    See "Setting Up Table Method DBAs" in the JD Edwards EnterpriseOne Applications Human Capital Management Fundamentals Implementation Guide

    ." Setting Up Calculation Tables" in the JD Edwards EnterpriseOne Applications Human Capital Management Fundamentals Implementation Guide

12. 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.

    See "Setting Up Deductions, Benefits, and Accruals" in the JD Edwards EnterpriseOne Applications Human Capital Management Fundamentals Implementation Guide.

13. Set up rollover calculation tables and rollover information for DBAs.

    See "Setting Up Additional Information for DBAs" in the JD Edwards EnterpriseOne Applications Human Capital Management Fundamentals Implementation Guide.

14. Set up limits for tax deferred compensation deductions, tax deferred compensation deductions for the U.S., and taxable fringe benefits for the U.S.

    See "Setting Up Tax-Deferred and Taxable PDBAs" in the JD Edwards EnterpriseOne Applications Human Capital Management Fundamentals Implementation Guide.

15. Set up category codes for DBAs.

    See "Setting Up Category Codes for DBAs" in the JD Edwards EnterpriseOne Applications Human Capital Management Fundamentals Implementation Guide.

16. Set up a DBA based on another DBA.

    See "Setting Up a DBA Based on Another DBA" in the JD Edwards EnterpriseOne Applications Human Capital Management Fundamentals Implementation Guide.

17. 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.

    See "Setting Up Advanced DBAs" in the JD Edwards EnterpriseOne Applications Human Capital Management Fundamentals Implementation Guide.

18. Set up garnishment deductions, fee deductions, tax levy deductions, and a wage assignment deduction.

    See "Setting Up Deductions for Wage Attachments" in the JD Edwards EnterpriseOne Applications Human Capital Management Fundamentals Implementation Guide.