Contents

• Title and Copyright Information
• Preface

1 Introduction to JD Edwards EnterpriseOne Human Resources

• Human Resources Overview
• Human Resources Business Processes
• Human Resources Integrations
  • Address Book
  • Human Capital Management Foundation
  • Payroll
  • General Accounting
  • Accounts Payable
  • Asset Lifecycle Management
• Human Resources Implementation
  • Global Implementation Steps
  • Core Implementation Steps
  • Human Resources Applications Implementation Steps
• Business Interface Integration Objects

2 Setting Up Compensation Management

• Prerequisites
• Defining Common Settings for Compensation Management
  • Understanding Common Settings for Compensation Management
• Setting Up the Additional System Options
  • Understanding Additional System Options
  • Form Used to Set Up Additional System Options
  • Setting Up Additional System Options
• Defining Increase Type Guidelines
  • Understanding Increase Type Guidelines
    • Example: Increase Guidelines Based on Length of Service
    • Example: Increase Guidelines Based on Length of Service and Performance Ratings
  • Form Used to Define Increase Type Guidelines
  • Defining Increase Type Guidelines
• Defining Increase Type Rules
  • Understanding Increase Type Rules
  • Form Used to Define Increase Type Rules
  • Defining Increase Type Rules
• Defining the Approval Hierarchy
  • Form Used to Define the Approval Hierarchy
  • Defining the Approval Hierarchy
• Defining Public Models
  • Understanding Public Models
• Defining the Performance Appraisal Scale
  • Forms Used to Define the Performance Appraisal Scale
  • Defining the Performance Appraisal Scale
• Generating the Employee/Supervisor Relationship Table
  • Understanding the Employee/Supervisor Relationship Table
  • Setting Processing Options for the Employee/Supervisor Relationship Build (R05846)
    • Process
• Generating Compensation Review Work Tables
  • Understanding Compensation Review Work Tables
  • Setting Processing Options for the Compensation Review Work Tables Build (R08830)
    • Default Values
    • Edits
    • Print Option

3 Setting Up Competency Management

• Setting Up Security for Competency Levels
  • Understanding Security for Competency Levels
  • Prerequisites
  • Form Used to Set Up Security for Competency Levels
  • Setting Up Security for Competency Levels
• Setting Up Routing Instructions for Competency Approvals
  • Understanding Routing Instructions for Competency Approvals
  • Form Used to Set Up Routing Instructions for Competency Approvals
  • Setting Up Routing Instructions for Competency Approvals

4 Setting Up Performance Management

• Understanding Performance Management Setup
• Prerequisites
• Common Fields Used in this Chapter
• Defining Scales for Performance Management
  • Understanding Scales for Performance Management
  • Prerequisites
• Defining the Approval Hierarchy
  • Understanding the Approval Hierarchy
• Setting Up Employee Goal Suggestions
  • Understanding Employee Goal Suggestions
  • Prerequisites
  • Form Used to Set Up Employee Goal Suggestions
  • Setting Up Employee Goal Suggestions
• Setting Up Traditional Appraisal Templates
  • Understanding Traditional Appraisal Templates
  • Form Used to Set Up Traditional Appraisal Templates
  • Setting Up Traditional Appraisal Templates
• Defining Performance Management Company Constants
  • Form Used to Define Performance Management Company Constants
  • Defining Performance Management Company Constants
• Defining Business Unit Overrides for Performance Appraisals
  • Form Used to Define Business Unit Overrides for Performance Appraisals
  • Defining Business Unit Overrides for Performance Appraisals
• Defining Performance Management Appraisal Type Overrides
  • Understanding Performance Management Appraisal Type Overrides
  • Form Used to Define Performance Management Appraisal Type Overrides
  • Defining Performance Appraisal Type Overrides
• Setting Up Security for Performance Management
  • Understanding Security for Performance Management
  • Setting Up Performance Management Security
• Running Table Conversions for Appraisals Without Employee Self Service
  • Understanding Appraisal Table Conversions
  • Setting Processing Options for Appraisal Table Conversions.
    • Default

5 Setting Up Pay Information

• Understanding Pay Information
  • Prerequisites
• Understanding Employee Compensation
  • Example: Scenario 1 - The Pay Rate Table as the Default Pay Rate Source
  • Overriding the Default Pay Rate Source
  • Example: Scenario 2 - The Pay Grade Step Table as the Default Pay Rate Source
  • Overriding the Default Pay Rate Source
  • Example: Scenario 3 - No Pay Rate Source as the Default Pay Rate Source
• Common Fields Used in This Chapter
• Setting Up Pay Rate Tables
  • Understanding Pay Rate Tables
  • Form Used to Set Up Pay Rate Tables
  • Setting Up Pay Rate Tables
• Setting Up Pay Grades
  • Understanding Pay Grades
  • Form Used to Set Up Pay Grades
  • Setting Up Pay Grades
• Setting Up Pay Grade Steps
  • Understanding Pay Grade Steps
  • Form Used to Set Up Pay Grade Steps
  • Setting Up Pay Grade Steps Individually
  • Setting Up Pay Grade Steps Using a Multiplier
• Setting Up Pay Range Formulas
  • Understanding Pay Range Formulas
  • Form Used to Set Up Pay Range Formulas
  • Setting Up Pay Range Formulas
• Defining Job Evaluation Factors
  • Understanding Job Evaluation Factors
  • Form Used to Define Job Evaluation Factors
  • Defining Job Evaluation Factors

6 (USA) Setting up OSHA Reporting Information

• Understanding OSHA Information for Employees
• Understanding OSHA Establishment Reporting Information
  • Prerequisite
• Setting Up Establishment Conditions
  • Form Used to Set Up Establishment Conditions
  • Setting Up Establishment Conditions
    • Setting Up Additional Establishment Information
• Setting Up OSHA Establishment Information for OSHA 300 Report
  • Form Used to Set Up OSHA Establishment Information for OSHA 300 Report
• Setting Up Establishment Reporting Information for the BLS Survey of Occupational Injuries and Illnesses
  • Form Used to Set Up Establishment Reporting Information for the BLS Survey of Occupational Injuries and Illnesses

7 Understanding the Recruitment Process

• Recruitment Process

8 Working With Requisitions

• Understanding the Requisition Process
  • Reviewing Requisition Reports
• Entering Initial Requisition Information
  • Understanding Initial Requisition Information
  • Forms Used to Enter Requisition Information
  • Setting Processing Options for the Requisition Information Program (P08102)
    • Defaults
    • User Level
  • Entering Requisition Information
    • Primary Information
    • Secondary Information
    • Category Codes
• Entering Supplemental Data for Requisitions
  • Understanding Supplemental Data for Requisitions
  • Forms Used to Enter Supplemental Data for Requisitions
• Updating the Status of a Requisition
  • Understanding Requisition Status Updates
  • Forms Used to Update the Status of a Requisition
  • Updating the Status of a Requisition Using Workflow
  • Updating the Status of a Requisition Manually
• Attaching a Candidate Record to a Requisition
  • Understanding How to Attach a Candidate Record to a Requisition
  • Form Used to Attach a Candidate Record to a Requisition
  • Attaching a Candidate Record to a Requisition
• Reopening a Requisition
  • Form Used to Reopen a Requisition
  • Reopening a Requisition

9 Tracking Applicants

• Understanding Applicant Tracking
• Entering Applicant Information
  • Understanding Applicant Information Entry
  • Forms Used to Enter Applicant Information
  • Setting Processing Options for the Applicant Information Program (P08401)
    • Hire
    • Delete
    • Add
    • Versions
  • Entering Applicant Information
  • Entering Country-Specific Information for an Applicant
• Entering Supplemental Data for Applicants
  • Understanding Supplemental Data for Applicants
  • Forms Used to Enter Supplemental Data for Applicants
• Hiring an Applicant
  • Understanding the Applicant Hire Process
  • Prerequisite
  • Forms Used to Hire an Applicant
  • Hiring an Applicant
• Creating Applicant Letters
  • Understanding Applicant Letters
  • Prerequisite
  • Forms Used to Create Applicant Letters
  • Setting Processing Options for the Print Applicant Letters Program (P08450)
    • Process
  • Creating Applicant Letters
• Reviewing Applicant Reports
  • Understanding Applicant Reports

10 Entering Data for Human Resources Government Reports

• (USA) Entering EEO-1 Information
  • Understanding When to Enter EEO-1 Information
  • Components of the EEO-1 Report (Release 9.2 Update)
  • Form Used to Enter EEO-1 Information
  • (USA) Entering EEO-1 Information
    • Counts
    • Hours Worked (Release 9.2 Update)

11 Understanding Position Budget Management

• Position Budget Management

12 Defining Position Budgets

• Understanding Position Budget Definitions
  • Example: Budget Processing
• Prerequisites
• Defining Position Budgets Manually
  • Understanding Manual Position Budget Definitions
  • Form Used to Define Position Budgets Manually
  • Setting Processing Options for the Position Entry Program (P08101)
    • Defaults
  • Defining Position Budgets Manually
• Defining Position Budgets Automatically
  • Understanding How to Define Position Budgets Automatically
    • Defining Position Budgets Automatically
  • Running the Start Position Control Program (R081800)
  • Setting Processing Options for the Start Position Control Program (R081800)
    • Process

13 Working With Position Budget Information

• Entering Account Information for Positions
  • Understanding Account Information Entry for Positions
    • Prerequisites
  • Form Used to Enter Account Information for Positions
  • Entering Account Information for Positions
• Setting Up AAIs for Position Budgets
  • Understanding AAI Setup for Position Budgets
• Transferring Position Budgets to the General Ledger and Account Balances Table
  • Understanding Position Budget Transfers to the General Ledger and Account Balances Table
    • Transferring Position Budgets to the Account Balances Table
    • Posting Position Budgets to the Account Ledger Table
  • Prerequisite
  • Transferring Position Budgets to the Account Balances Table
  • Setting Processing Options for the Update Position Budgets to Account Balances Program (R08902)
    • Update Options
    • Ledger Type
    • Fiscal Year
    • Budget Cycle
    • Report Type
  • Running the Update Position Budget to Account Ledger Program (R08911)
  • Setting Processing Options for the Update Position Budgets to Account Ledger Program (R08911)
    • Select
    • Process
    • Reports
• Revising Position Budgets by Business Unit
  • Understanding Position Budget Revisions by Business Unit
  • Form Used to Revise Position Budgets by Business Unit
  • Revising Position Budgets by Business Unit
• Working With Position Activity Information
  • Understanding How to Use Position Activity Information
    • Attaching an Employee Record to a Position Budget
    • Reviewing Position Activity
    • Updating Employee Position Activity
    • Correcting Employee Position Activity
  • Prerequisites
  • Forms Used to Work With Position Activity Information
  • Attaching an Employee Record to a Position Budget
  • Reviewing Position Activity
  • Correcting Employee Position Activity
• Reviewing Position Budget Information
  • Understanding Position Budget Information Reviews
    • Reviewing Position Budget Information by Business Unit
    • Reviewing Position Budget Information by Position
  • Forms Used to Review Position Budget Information
  • Reviewing Position Budget Information by Business Unit
  • Setting Processing Options for the Positions by Business Unit Program (P081210)
    • Process
  • Reviewing Position Budget Information by Position
• Defining Position Budget for Next Year
  • Understanding the Create Next Year's Positions Program
  • Prerequisites
  • Running the Create Next Year's Positions Program (R081820)
  • Setting Processing Options for the Create Next Year's Positions Program (R081820)
    • Dates
    • Process
    • Options
• Working With Parent/Child Relationships By Position
  • Understanding Parent/Child Relationships By Position
    • Creating Parent/Child Relationships by Position
    • Reviewing Parent/Child Relationships by Position
  • Prerequisite
  • Forms Used to Work With Parent/Child Relationships by Position
  • Creating Parent/Child Relationships by Position
  • Reviewing Parent/Child Relationships by Position
• Using Position Control Reports
• Purging Position Information
  • Understanding Position Information Purges
  • Running the Purge Positions Program (R0808151)
  • Setting Processing Options for the Purge Positions Program (R0808151)
  • Running the Purge Position Activity Program (R0808161)
  • Setting Processing Options for the Purge Position Activity Program (R0808161)
    • Purge Activity

14 Understanding Compensation Management

• Compensation Management
• Setting Processing Options for the Compensation Review Workbench Program (P08826)
  • Process
  • New Job
  • Performance Profile

15 Working with Compensation Management

• Understanding Compensation Management
• Prerequisites
• Common Fields Used in This Chapter
• Reviewing Salary Recommendations
  • Understanding Salary Recommendation Reviews
    • Entering Salary Recommendations for an Individual Employee
    • Entering Salary Recommendations for Groups of Employees
  • Forms Used to Enter Salary Recommendations
  • Entering Salary Recommendations for an Individual Employee
    • Current Job Profile
    • New Job Profile
    • Salary Profile
    • Performance Profile
    • Comments
  • Entering Salary Recommendations for Groups of Employees
• Reviewing Salary Approvals
  • Understanding Salary Approval Reviews
  • Forms Used to Review Salary Approvals
  • Reviewing Salary Approvals
• Updating the Compensation Review
  • Understanding Compensation Review Updates
  • Setting Processing Options for the Compensation Review Updates Program (R08832)
    • Process
    • Print
• Entering Job Evaluation Information
  • Understanding Job Evaluation Information
  • Prerequisite
  • Form Used to Enter Job Evaluation Information
  • Setting Processing Options for the Job Evaluation Degree Program (P050011)
    • Edits
  • Entering Job Evaluation Information
• Reviewing Job Comparisons by Factor
  • Understanding Job Comparisons by Factor
  • Form Used to Review Job Comparisons by Factor
  • Reviewing Job Comparisons by Factor
• Reviewing and Ranking Jobs by Factor
  • Understanding the Review and Ranking of Jobs by Factor
  • Forms Used to Review and Rank Jobs by Factor
  • Reviewing and Ranking Jobs by Factor
• Reviewing Pay Ranges for Jobs
  • Understanding Pay Ranges for Jobs
  • Prerequisites
  • Forms Used to Review Pay Ranges for Jobs
• Revising Pay Rate Tables
  • Understanding Pay Rate Table Revisions
  • Forms Used to Revise Pay Rate Tables
  • Revising Pay Rate Tables Manually
  • Revising Pay Rate Tables by Calculation
• Updating Pay Rates for Pay Grade Steps
  • Understanding Pay Rates for Pay Grade Steps Updates
  • Forms Used to Update Pay Rates for Pay Grade Steps
  • Updating Pay Rates for Pay Grade Steps
• Updating the Compa-Ratio for an Employee
  • Understanding Employee Compa-Ratio Updates
  • Running the Compa Ratio Batch Calculation Program (R082501)
  • Setting Processing Options for the Compa-Ratio Batch Calculation Program (R082501)
    • Report
    • Employee
    • Pay Range

16 Changing Employee Salaries

• Understanding Employee Salary Changes
• Setting Processing Options for the Basic Compensation Program (P0801CMP)
  • Processing Options for Basic Compensation (P0801CMP)
    • Process
• Changing An Employee Salary Using Pay Rate Information
  • Understanding Employee Salary Changes Using Pay Rate Information
  • Form Used to Change Employee Salaries Using Pay Rate Information
  • Changing Employee Salaries Using Pay Rate Information

17 Working With Pay Grade Step Progression

• Understanding Pay Grade Step Progression
• Prerequisite
• Working with Pay Rates for Pay Grade Steps
  • Understanding Pay Rates for Pay Grade Steps
    • Copying Pay Grade Step Records
  • Form Used to Copy Pay Grade Step Records
  • Copying Pay Grade Step Records
• Creating Progression Work Groups
  • Understanding Progression Work Group Information
    • Effective Dates for Progression Work Groups
    • New and Existing Pay Grade Steps
  • Prerequisite
  • Form Used to Create Progression Work Groups
  • Setting Processing Options for the Grade/Step Progression Workbench Program (P082005)
    • Versions
  • Creating Progression Work Groups
• Working with Progression Work Groups
  • Understanding Progression Work Group Information
    • Reviewing Progression Work Group Information
    • Changing Progression Work Group Information
    • Deleting Employees from a Progression Work Group
  • Forms Used to Review and Change Progression Work Group Information
  • Reviewing Progression Work Group Summary Information
  • Reviewing Progression Work Group Detail Information

18 Understanding Competency Management

• Competency Management
  • Advantages of Competency Management
  • Core Competencies
  • Inherited Competencies
  • Gap Analysis

19 Defining Organizational Structures for Job Competencies

• Understanding Organizational Structures for Job Competencies
  • Creating New Organizational Structures for Job Competencies
• Copying Existing Organizational Structures
  • Understanding the Copy Job Competency Program (P080020)
  • Prerequisites
  • Form Used to Copy Existing Organizational Structures
  • Setting Processing Options for the Copy Job Competency Program (P080020)
    • Versions
  • Copying Existing Organizational Structures
• Changing the Default Organizational Structure
  • Understanding the Default Organizational Structure
  • Form Used to Change the Default Organizational Structure
  • Changing the Default Organizational Structure
• Updating Date Effective Information for Organizational Structures
  • Understanding Date Effective Information for Organizational Structures
  • Form Used to Update Date Effective Information for Organizational Structures
  • Updating Date Effective Information for Organizational Structures
• Activating Draft Organizational Structures
  • Understanding the Activate Job Competencies Program (R080014)
  • Running the Activate Job Competencies Program (R080014)
  • Setting Processing Options for the Activate Job Competencies Program (R080014)
    • Display
    • Defaults
    • Process
• Running the Delete Job Competency Report Program (R080017)
  • Understanding the Delete Job Competency Report Program (R080017)
  • Running the Delete Job Competency Report Program (R080017)
  • Setting Processing Options for the Delete Job Competency Report (R080017)
    • Defaults
    • Process

20 Working with Employee Competencies

• Understanding Employee Competencies
• Common Fields Used in This Chapter
• Defining Scales for Employee Competencies
  • Understanding Scales for Employee Competencies
  • Forms Used to Work With Scales for Employee Competencies
  • Defining Basic Information for Scales
  • Generating Values for Scales Automatically
  • Entering Values for Scales Manually
• Defining Employee Competencies
  • Understanding Employee Competencies
  • Prerequisite
  • Form Used to Define Employee Competencies
  • Defining Employee Competencies
• Defining Training Courses
  • Understanding Training Courses Definitions
    • Reviewing Available Courses by Competency
  • Prerequisites
  • Forms Used to Define Training Courses
  • Defining Training Courses
• Assigning Competencies to Employees
  • Understanding Employee Competency Assignment
    • Self Service Considerations for Assigning Competencies to Employees
    • Reviewing Competency History for Employees
  • Prerequisite
  • Forms Used to Assign Competencies to Employees
  • Setting Processing Options for the Resource Competency Information Program (P05100)
    • Edits
  • Assigning Training Competencies
  • Assigning Skill Competencies
  • Assigning Accomplishment Competencies
  • Assigning Certification Competencies
  • Assigning Education Competencies
  • Assigning Language Competencies
  • Setting Processing Options for the Competency History Program (P05120)
    • Defaults
  • Reviewing Competency History for Employees

21 Working with Employee Competency Information

• Understanding Gap Analysis
• Prerequisite
• Reviewing Gap Analysis Online
  • Understanding Online Gap Analysis Review
    • Self Service Considerations for Reviewing Gap Analysis Online
  • Form Used to Review Gap Analysis Online
  • Reviewing Gap Analysis Online
• Defining Competency Aggregates
  • Understanding Competency Aggregates
  • Forms Used to Define Competency Aggregates
  • Defining Competency Aggregates
• Approving Employee-Entered Codes for External Learning
  • Understanding Employee-Entered Codes for External Learning
  • Forms Used to Approve Employee—Entered External Learning
  • Approving Employee-Entered Courses and Providers
  • Approving Employee-Entered Institutions

22 Working with Job Competency Information

• Understanding Job Competency Information
• Defining Job Competencies and Descriptions
  • Understanding Job Competencies and Descriptions
  • Prerequisites
  • Form Used to Define Job Competencies and Descriptions
  • Setting Processing Options for the Job Competency Program (P08009)
    • Version
  • Defining Job Competencies and Descriptions
• Defining Job Competency Options
  • Understanding Job Competency Options
  • Prerequisites
  • Forms Used to Define Job Competency Options
  • Defining Job Competency Options
• Translating Job Competency Descriptions
  • Understanding Job Competency Description Translations
    • Related Topics
  • Form Used to Translate Job Competency Descriptions
  • Setting Processing Options for the Job Competency Description Translations Program (P080019)
    • Versions
  • Translating Job Competency Descriptions

23 Working with Competencies in Organizational Structures

• Understanding Competencies in Organizational Structures
• Attaching Job Competencies to Organizational Levels
  • Understanding Job Competencies to Organizational Levels Attachments
    • Self Service Considerations
  • Prerequisites
  • Form Used to Attach Job Competencies to Organizational Levels
  • Setting Processing Options for the Job Competencies in an Organization Program (P08006)
    • Defaults
    • Competency Descriptions
    • Versions
  • Attaching Job Competencies to Organizational Levels
• Attaching Jobs to Organizational Levels
  • Understanding Jobs to Organizational Levels Attachments
    • Self Service Considerations for Attaching Jobs to Organizational Levels
  • Prerequisites
  • Form Used to Attach Jobs to Organizational Levels
  • Attaching Jobs to Organizational Levels
• Attaching Additional Job Competencies
  • Understanding Additional Job Competency Attachments
  • Prerequisite
  • Form Used to Attach Additional Job Competencies
  • Attaching Additional Job Competencies
• Overriding Inherited Job Competencies
  • Understanding Inherited Job Competency Overrides
  • Prerequisite
  • Forms Used to Override Inherited Job Competencies
  • Overriding Competency Descriptions
  • Overriding Competency Options
• Reviewing Job Competency Information
  • Understanding Job Competency Information Review
  • Form Used to Review Competency Information
  • Reviewing Job Competency Information

24 Understanding Performance Management

• Performance Management
  • Competency Based Performance Appraisals
  • Traditional (Non Competency Based) Appraisals

25 Working With Performance Appraisals

• Understanding Performance Appraisals
  • Performance Appraisals by Managers
  • Revising an Employee Performance Appraisal
• Generating Employee Performance Appraisals
  • Understanding Employee Performance Appraisal Generation
  • Forms Used to Create Employee Performance Appraisals
  • Processing Options for Create Performance Appraisals (P087711)
    • Defaults
    • Versions
  • Generating Employee Performance Appraisals for a Group
  • Generating Individual Employee Performance Appraisals
• Creating Batch Performance Appraisals (R087722)
  • Creating Batch Performance Appraisals
  • Running the Batch Create Performance Appraisals Program (R087722)
  • Setting Processing Options for the Batch Create Performance Appraisals Program (R087722)
    • Defaults
    • Process
  • Printing Batch Performance Appraisals
  • Setting Processing Options for the Performance Appraisal Batch Print Report (R087723)
    • Defaults
  • Running the Upcoming Reviews Report (R052202)
  • Setting Processing Options for the Upcoming Reviews Report (R052202)
    • Defaults
    • Process
• Maintaining a Performance Diary
  • Understanding Performance Diaries
  • Form Used to Maintain Performance Diaries
  • Setting Processing Options for the Daily Diary Program (P087715)
    • Default
  • Maintaining a Performance Diary
• Reviewing a Competency Based Performance Appraisal
  • Understanding Competency Based Performance Appraisals
  • Forms Used to Review Competency Based Performance Appraisals
  • Setting Processing Options for the Current Performance Appraisals Program (P087712)
    • Defaults
    • Display
    • Process
    • Competency Descriptions
    • Versions
  • Reviewing Competency Based Performance Appraisals
• Defining Employee Goals for Competency Based Appraisals
  • Understanding Employee Goals for Competency Based Appraisals
  • Form Used to Define Employee Goals for Competency Based Appraisals
  • Defining Employee Goals for Competency Based Appraisals
• Completing Traditional Performance Appraisals
  • Understanding Traditional Performance Appraisals
  • Form Used to Complete Traditional Performance Appraisals
  • Completing Traditional Performance Appraisals
• Creating an Employee Career Development Plan
  • Understanding Employee Career Development Plans
  • Form Used to Create Employee Career Development Plans
  • Creating an Employee Career Development Plan
• Approving Appraisals on an Employee Behalf
  • Understanding Appraisal Approval on an Employee Behalf
  • Prerequisites
  • Forms Used to Approve Appraisals on an Employee Behalf
  • Approving or Contesting Appraisals for Multiple Employees
  • Approving or Contesting an Appraisal for an Employee

26 Working With Employee Self Service Performance Appraisals

• Understanding Employee Self Service Performance Appraisals
• Reviewing a Competency Based Performance Self Appraisal
  • Understanding Competency Based Performance Self Appraisal Reviews
• Reviewing a Traditional Performance Self Appraisal
  • Understanding Traditional Performance Self Appraisal Reviews
• Reviewing a Performance Appraisal From The Manager
  • Understanding Performance Appraisal From The Manager Reviews
• Defining Employee Goals Using Employee Self Service
  • Understanding Employee Goal Definitions Using Employee Self Service
  • Forms Used to Define Goals for Competency Based Appraisals
  • Defining Employee Goals for Competency Based Appraisals
  • Creating a Career Development Plan
• Creating Employee Performance Appraisals
  • Understanding Self Service Creation of Employee Performance Appraisals
• Defining Employee Goals Using Manager Self Service
  • Understanding Employee Goals Using Manager Self Service
  • Prerequisites

27 Working With Health Safety Management

• Understanding Health Safety Management
• Working With Injury and Illness Information
  • Understanding Injury and Illness Information
    • Opening an Injury or Illness Case
    • Reviewing Injury and Illness Cases by Establishment
    • Entering Supplemental Data for Injury and Illness Cases
    • Reviewing Supplemental Data for Injury and Illness Cases
  • Prerequisites
  • Forms Used to Work With Injury and Illness Information
  • Opening an Injury or Illness Case
    • Case Information
    • Injury/Illness Information
    • Individual Information
    • Category Codes
    • Additional Category Codes
  • (USA) Opening an Injury or Illness Case for the United States
• (USA) Reporting Injury and Illness Information to OSHA
  • Understanding OSHA Injury and Illness Reporting
    • Generating OSHA 300 Report
  • Prerequisites
  • Forms Used to Generate OSHA 300 Report
  • Processing Options for OSHA 300 Report (Release 9.2 Update)
    • Display
    • Versions
    • Processing Options for OSHA 300 Injury and Illnesses Report (R086401)
  • Generating OSHA 300 Report

28 Appendix A - Delivered Workflow for JD Edwards EnterpriseOne Human Resources

• Delivered Workflow for JD Edwards EnterpriseOne Human Resources
  • Employee Salary Change Approval Process
    • Description
    • Workflow Objects
  • Termination Initialization
    • Description
    • Workflow Objects
  • Employee Review Reminder Workflow
    • Description
    • Workflow Objects
  • Employee Setup Approval
    • Description
    • Workflow Objects
  • Employee Status Change
    • Description
    • Workflow Objects
  • Disability Status Disclosure Approval
    • Description
    • Workflow Objects
  • Veteran Status Disclosure Approval
    • Description
    • Workflow Objects
  • Requisition Approval
    • Description
    • Workflow Objects
  • COBRA Letter
    • Description
    • Workflow Objects

29 Appendix B - JD Edwards EnterpriseOne Human Resources Reports

• JD Edwards EnterpriseOne Human Resources Reports: A to Z
• JD Edwards Human Resources Reports: Selected Reports
  • P086400 - BLS Survey of Occupational Injuries and Illnesses
  • Processing Options for OSHA Reporting (P086400)
    • Display
    • Versions
  • R05100A - Review Competencies
  • Processing Options for Review Competencies (R05100A)
    • Default
  • R052202 - Upcoming Reviews
  • Processing Options for Upcoming Reviews (R052202)
    • Defaults
    • Process
  • R058514A - (USA) EEO-4 Annual
  • Processing Options for EEO-4 Annual (R058514A)
    • General
    • Certification
  • R058514D - Point-In-Time EEO-4 Annual Report
  • Processing Options for Point-In-Time EEO-4 Annual Report (R058514D)
    • Point in Time
    • General
    • Certification
  • R058515 - (USA) EEO-1 Report
  • Processing Options for EEO-1 Report (R058515)
    • General
    • Company
    • Certification
    • Information
    • Multi Establishment
  • (Release 9.2 Update) Processing Options for the EEO-1 Component 2 Report (R058515A)
    • General
  • R058515D - (USA) Point-In-Time EEO-1
  • Processing Options for Point-In-Time EEO-1 (R058515D)
    • General
    • Point in Time
    • Company
    • Certification
    • Information
  • R058516 - EEO-5 Annual Report
  • Processing Options for the EEO-5 Annual Report (R058516)
    • Defaults
  • R068910 - (USA) EEO Staff Utilization Report
  • Processing Options for EEO Staff Utilization Report (R068910)
    • EEO Staff
  • R080013 - Gap Analysis
  • Processing Options for Gap Analysis Report (R080013)
    • Defaults
    • Display
  • R080016 - Job Match
  • Processing Options for Job Match Report (R080016)
    • Select
    • Default
    • Display
  • R080021 - Job Profile
  • Processing Options for Job Profile Report (R080021)
    • Select
    • Versions
    • Display
  • R080401 - Applicant Data by Data Type
  • Processing Options for Applicant Data by Data Type (R080401)
    • Narrative
  • R080403 - Case Report by Data Type
  • Processing Options for Case Report by Data Type (R080403)
    • Narrative
  • R080406 - Requisition Data by Data Type
  • Processing Options for Requisition Data by Data Type (R080406)
    • Options
  • R080411 - Applicant Supplemental Data
  • Processing Options for Applicant Supplemental Data (R080411)
    • Processing
  • R080413 - Case Supplemental Data
  • Processing Options for Case Supplemental Data Report (R080413)
    • Narrative
  • R080416 - Requisition Supplemental Data
  • Processing Options for Requisition Supplemental Data (R080416)
    • Printing Text
  • R080436 - (USA) Veteran Employment (VETS-4212)
  • Processing Options for Veterans Employment Report (VETS-4212) (R080436)
    • Defaults
    • Electronic File
    • Multi Establishment
    • Mode
  • R080434D - (USA) Point-In-Time Veterans Employment
  • Processing Options for Point-In-Time Veterans Employment Report (R080434D)
    • Defaults
    • Point in Time
  • R080435 - (USA) Workforce Analysis
  • Processing Options for Workforce Analysis Report (R080435)
    • Process
  • R081420 - Open Amounts by Position
  • Processing Options for Open Amounts by Position (R081420)
    • Options
  • R081430 - Cross Year Budget Comparison
  • Processing Options for Cross Year Budget Comparison (R081430)
    • Options
    • Amounts
  • R081440 - Position Control Comparison
  • Processing Options for Position Control Comparison (R081440)
    • FTE/Headcount
  • R081460 - Position Budgets
  • Processing Options for Position Budgets (R081460)
    • Pos Control
  • Data Selection for Position Budgets
  • R081470 - Position Budgets by Job Type & Step
  • Processing Options for Position Budgets by Job Type & Step (R081470)
    • Budget
  • R081490 - Requisition Review - Position
  • Processing Options for Requisition Review - Position (R081490)
    • Detail Type
  • R084400 - (USA) Hired Applicants by EEO Job Category
  • Processing Options for Hired Applicants by EEO Job Category Report (R084400)
    • Defaults
    • Display
  • R084411 - (USA) Applicant Flow Analysis
  • Processing Options for Applicant Flow Analysis (R084411)
    • Defaults
    • Display
  • R084412 - (USA) Adverse Impact Analysis
  • Processing Options for Adverse Impact Analysis (R084412)
    • Defaults
    • Display
  • R084422 - (USA) Affirmative Action Exception Report
  • Processing Options for Affirmative Action Exception Report (R084422)
    • Defaults
  • R084483 - (USA) Applicant List - EEO Listing
  • Processing Options for Applicant List - EEO Listing (R084483)
    • Date of Birth
  • R086415 - OSHA 301 Injury and Illness Report
  • Processing Options for OSHA 101 Occupation Illness/Injury Report (R086415)
    • Process
  • R086420 - Occupational Illness/Injury
  • Processing Options for Occupational Illness/Injury Report (R086420)
    • Display
  • R086421 - Government Reportable Illness/Injury
  • Processing Options for the Government Reportable Illness/Injury Report (R086421)
    • Display

30 Glossary

• Address Number
• Applicant Number
• Applicant Status/Date
• Approved By
• Billing Rate
• Billing Regular
• Billing Double
• Billing Holiday
• Billing Triple
• Burden-1 Double
• Burden-1 Holiday
• Burden-1 Regular
• Burden-1 Triple
• Competency Code
• Competency Type
• Country Code
• Double Overtime
• Ethnic Code
• Gender
• Grade Step
• Headcount
• Holiday Pay
• Home Business Unit
• Hourly Rate
• Job Competency Code
• Job Type
• Job Step
• Labor Dist. Method (labor distribution method)
• Labor Dist. Multiplier (labor distribution multiplier)
• Locality
• Organizational Business Unit
• Pay Grade
• Piecework Rate
• Position ID (Position Identification)
• Rchg Burden Rate (recharge burden rate)
• Regular Overtime
• Step Rate
• Security Business Unit
• Triple Overtime
• Union Code
• Wrk Comp Code (workers compensation code)
• Wrk Comp SubClass (workers compensation subclass)