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Preface
Anyone who is interested to learn, teach Oracle Human Resource Management System (HRMS)
can use this document for his/her as a basic reference document. Although the document will
cover most of the required but this is not the whole Oracle HRMS. So please consider it as a
basic or reference document. I will also recommend reading the Oracle Documentation
provided by Oracle of each module.
Pre Requisites
o Oracle Applications 11i instance access
o Human Resource Concepts
References:
o 11i Enterprise Management Fundamentals: Work Structures D16826GC10
o 11i Workforce Sourcing and Deployment Fundamentals: People Management
D17282GC10
o Enterprise and Workforce Management Guide (Global) Release 11i Part No. B14467-01
o metalink.oracle.com
Document Change Log
Date
09-Mar-07
16-Apr-07
Version
1
1.1
Description
Work Structures & People Creation (Employee)
Costing Allocation Flexfield incorporated
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Contents
CONTENTS .................................................................................................................................................................................. 4
WORK STRUCTURES ............................................................................................................................................................... 6
1 - RESPONSIBILITY & USER.............................................................................................................................................. 7
1.
2.
4 - LOCATION.......................................................................................................................................................................... 54
1.
6 - PROFILES ........................................................................................................................................................................... 67
1.
2.
3.
7 - ORGANIZATIONS ............................................................................................................................................................ 71
1.
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12 - POSITION HIERARCHIES........................................................................................................................................... 90
1.
2.
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Work
Structures
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1.2.
Value
Responsibility Name
XX HRMS
Application
Human Resources
Responsibility Key
XX_HRMS
Description
Standard
Human Resources
Menu
Human Resources
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1.3.
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The next step is to assign the above defined responsibility to a user who will have
access to HRMS. Here instead of creating a new user we will assign the responsibility
to our earlier created user at the time of GL configuration that is XX_USER.
Open the Users form,
Sys Admin: Security > User > Define
2.3.
After searching the XX_USER we will attach the Responsibility XX Fixed Assets created
above with this user.
Field
Value
Responsibility
XX HRMS
Application
Human Resources
Security Group
Standard
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2.4.
2.5.
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2 - Key Flexfields
Definitions
Points to Consider
Before creating Key Flexfields consider the following points,
o
o
o
o
o
o
o
1.2.
1.3.
1.4.
Value
XX_GRADE_FLEXFIELD
XX GRADE FLEXFIELD
XX Grade Flexfield for demo.
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1.5.
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Value
1
Grade Name
Grade Name
SEGMENT1
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1.6.
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Value
XX_GRADENAME_VS
XX Grade Name value set for demo.
List of Values
No Security
Char
20
Checked (Yes)
Independent
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1.7.
1.8.
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Value
2
Grade Level
Grade Level
SEGMENT2
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1.10. Click Value Set Open (button) and enter following information,
Field
Value Set Name
Description
List Type
Security Type
Format Type
Maximum Size
Uppercase Only (A-Z)
Validation Type
Value
XX_GRADELEVEL_VS
XX Grade Level value set for demo.
List of Values
No Security
Char
2
Checked (Yes)
Independent
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1.11.
1.12.
1.13.
1.14.
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1.15.
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Click OK (button) and close the form. The Flexfield will be compiled.
2.2.
2.3.
2.4.
Value
XX_JOB_FLEXFIELD
XX JOB FLEXFIELD
XX JOB Flexfield for demo.
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Value
1
Job Name
Job Name
SEGMENT1
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2.6.
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Value
XX_JOBNAME_VS
XX JOB Name value set for demo.
List of Values
No Security
Char
20
Checked (Yes)
Independent
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2.7.
2.8.
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Value
2
Job Code
Job Code
SEGMENT2
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Value
XX_JOBCODE_VS
XX JOB Code value set for demo.
List of Values
No Security
Char
20
Checked (Yes)
Dependent
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2.11.
Save the data and click Edit Information (button) and enter the following information.
Field
Independent Value Set Name
Description
Dependent Default Value
Description
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Value
XX_JOBNAME_VS
Will be auto displayed.
MG
MG
Enter the Value Set name in the Value Set field on segments Summary screen.
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2.13.
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Note: The next few screens are same as covered in the Grade section.
3.2.
3.3.
3.4.
Value
XX_COST_ALLOCATION_FLEXFIELD
XX COST ALLOCATION FLEXFIELD
XX Cost Allocation Flexfield for demo.
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3.5.
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1
Cost Center
Cost Center
SEGMENT1
XX_Cost_Center
Organization
Values
2
Account Code
Account Code
SEGMENT2
XX_Accounts
Element
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Note: Here we will use Value Set we defined for General Ledger.
3.6.
3.7.
3.8.
Note: The Cost Center segment will be displayed in organization costing information while
the Account Code will be assigned at the time of element creation.
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3.9.
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Note: The next few screens are same as covered in the Grade section.
4.2.
4.3.
4.4.
Value
XX_POSITION_FLEXFIELD
XX POSITION FLEXFIELD
XX Position Flexfield for demo.
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Value
1
Position Name
Position Name
SEGMENT1
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4.6.
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Value
XX_POSITIONNAME_VS
XX Position Name value set for demo.
List of Values
No Security
Char
30
Checked (Yes)
Independent
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4.7.
4.8.
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Value
2
Position Region
Position Region
SEGMENT2
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Value
XX_POSITIONREGION_VS
XX Position Region value set for demo.
List of Values
No Security
Char
20
Checked (Yes)
Independent
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4.11.
4.12.
4.13.
4.14.
Note: The next few screens are same as covered in the Grade section.
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5.1.
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5.2.
5.3.
5.4.
5.5.
Value
XX_PEOPLE_GROUP_FLEXFIELD
XX PEOPLE GROUP FLEXFIELD
XX People Group Flexfield for demo.
Value
1
Union
Union
SEGMENT1
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5.6.
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Value
XX_UNION_VS
XX Union value set for demo.
List of Values
No Security
Char
30
Checked (Yes)
Independent
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5.7.
5.8.
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5.9.
Save and close the screen.
5.10. Enable Freeze Flexfield Definition and Allow Dynamic Inserts checkboxes
Note: The next few screens are same as covered in the Grade section.
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6.1.
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6.2.
6.3.
6.4.
6.5.
Value
XX_COMPETENCE_FLEXFIELD
XX COMPETENCE FLEXFIELD
XX Competence Flexfield for demo.
Value
1
Skill
Skill
SEGMENT1
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6.6.
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Value
XX_SKILL_VS
XX Skill value set for demo.
List of Values
No Security
Char
30
Checked (Yes)
Independent
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6.7.
6.8.
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Value
2
Level
Level
SEGMENT2
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Value
XX_SKILLLEVEL_VS
XX Skill Level value set for demo.
List of Values
No Security
Char
30
Checked (Yes)
Independent
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6.11.
Save the data and click Edit Information (button) and enter the following information.
Field
Independent Value Set Name
Description
Dependent Default Value
Description
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Value
XX_SKILL_VS
Will be auto displayed.
1
1
Enter the Value Set name in the Value Set field on segments Summary screen.
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6.13.
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Note: The next few screens are same as covered in the Grade section.
Here is the status of all requests and all are completed with Normal status.
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1.2.
Select Value Set in Find Values By region and enter XX_GRADENAME_VS in the
names field.
1.3.
1.4.
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Save the information and search for XX_GRADELEVEL_VS and enter the following
information.
Levels
1
2
3
4
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2.2.
Job Code
MANAGER
DEPUTY MANAGER
SUPERVISOR
CEO
MG
DM
SR
CO
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Save the data and then click in the Independent Value and press down arrow key.
3.2.
Search XX_POSITIONNAME_VS.
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3.3.
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Position
NORTH
SOUTH
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EAST
WEST
4.2.
Search XX_UNION_VS.
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Values
MUSLIM LEAGUE
PEOPLE PARTY
NONE
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5.2.
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Save the data and then click in the Independent Value and press down arrow key.
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4 - Location
1. Location Definition
1.1.
Note: Uncheck the Global check box if you want the location to only be available within the
default Business Group of your current responsibility. Accept the default if you want the
location to be a global location and therefore available to all Business Groups. If you are
setting up a global location, the location name must be unique across all Business Groups.
1.1.
Enter the required information on the screen, like Name, Description, address Style
and address as shown above.
1.2.
When we clicked on Shipping Details tab the Ship-To Location was default to Location
Name we entered in the header of this form.
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We will create only one BG for demonstration while you can create more than one BGs in your
enterprise to keep sets of data separated. The major reason for creating many business groups
is that your enterprise is present in many countries. The other reasons for creation of more than
one BG are,
o During acquisitions or mergers there is a need to manage separate structures and
processes during a transition phase.
o To keep a copy of your live system with example records for training or testing purposes.
o You are a holding company with a number of subsidiary companies and each subsidiary
has its own structures, employees, and compensation and benefit policies.
Organization Structure
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XX COMPANY
Business Group
HR Organization
CEO
XX IT
Information Technology
HR Organization
XX FN
Finance Department
HR Organization
XX HR
Human Resource Department
HR Organization
Positions:
Manager IT
Deputy Manager IT
Senior DBA
Positions:
Manager FN
Deputy Manager FN
Account Officer FN
Positions:
Manager HR
Deputy Manager HR
Recruitment Officer
1.2.
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1.3.
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Value
XX COMPANY
Company
XX Location
Internal
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1.4.
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Value
Business Group
;
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1.6.
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Save the information and then click Others (button) to enter Business Group
information.
Note: The * on the start denotes the mandatory information and you will have to provide
information while all others are optional.
1.7.
Select Business Group Info from the displayed LOV and click OK (button.
1.8.
Click in the white area of Business Group Info field and the following screen will
appear.
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Warning: All the information entered on this screen will affect the Business Group and you
will not be able to change saved data on this screen.
1.9. Select Business Group, click the Enabled check box and click (B) Others.
1.10. Enter the required information on the screen displayed as following,
Field
Short Name
Employee Number Generation
Applicant Number Generation
Contingent Worker Number
Generation
Grade Flexfield Structure
Group Flexfield Structure
Job Flexfield Structure
Costing Flexfield Structure
Position Flexfield Structure
Competence Flexfield Structure
Legislation Code
Currency
Fiscal Year Start
Minimum Working Age
Value
XX COMPANY
Automatic
Automatic
Automatic
XX GRADE FLEXFIELD
XX PEOPLE GROUP FLEXFIELD
XX JOB FLEXFIELD
XX COST ALLOCATION FLEXFIELD
XX POSITION FLEXFIELD
XX COMPETENCE FLEXFIELD
Pakistan
PKR
18
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1.14. Now the next step is to make our Business Group a HR Organization as we will hire
CEO in this organization. Keep in mind that which organization will have employees
must be a HR Organization. Click in the 2nd line to define HR Organization and enter
the following information.
Field
Organization Classifications
Name
Enabled
Value
HR Organization
;
1.15. Save the information and then click Others (button) to enter HR Organization
information.
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6 - Profiles
There are following three profiles which we need to set for our XX HRMS responsibility.
o HR: Security Profile
o HR:Business Group
o HR:User Type
There is a space in HR: Security Profile after colon but no space in other profile options.
1.2.
1.3.
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1.4.
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2.2.
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2.3.
2.4.
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3.2.
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3.3.
Select HR with Payroll User from the LOV and click OK (button).
3.4.
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7 - Organizations
1. Departments (HR Organization) Definition
1.1.
1.2.
Click New (A) (button), and define three departments with the following information.
Field
Name
Type
Location
Internal or External
Organization
Classification
Enabled
XX IT
Department
XX Location
Internal
HR Organization
Value
XX HR
Department
XX Location
Internal
HR Organization
XX FN
Department
XX Location
Internal
HR Organization
XX IT
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1.3.
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Click Others (button) and enter Costing Information by selecting Costing Information
from LOV and clicking OK (button).
Note: Internal Organizations are Departments, Sections or Cost Centers and the External
Organizations are Tax Offices, Recruitment Agencies.
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XX HR
1.4.
Click Others (button) and enter Costing Information by selecting Costing Information
from LOV and clicking OK (button).
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XX FN
1.5.
Click Others (button) and enter Costing Information by selecting Costing Information
from LOV and clicking OK (button).
Note: You can define as many organizations (Zone, Division, Department, Sections) but
here for practice we have defined only 4 (Company 1, Departments 3).
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8 - Organization Hierarchies
The benefit of Organization Hierarchies is that it enables to show the reporting structure of
organization in an enterprise. The other benefits are,
o
o
o
o
XX IT
Information Technology
XX FN
Finance Department
HR Organization
HR Organization
XX HR
Human Resource
Department
HR Organization
1.2.
Enter a unique name for the hierarchy, and check Primary if it is your main reporting
hierarchy.
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1.3.
1.4.
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1.5.
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1.6.
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Click in the Organization Name field and press F11 and then Ctrl+F11 keys to search
the Business Group.
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1.7.
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Click in the Subordinates Name and select departments from the LOV.
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1.8.
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You will have to save information after moving to next line to enter next department.
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2. Organization Diagrammer
2.1.
2.2.
2.3.
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2.4.
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2.5.
2.6.
Use different options available on Diagrammer editor and close the screen.
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9 - Jobs Creation
1. Jobs Entry
1.1.
1.2.
1.3.
Job Code
MG
DM
SR
CO
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1.4.
A Job Group will be defaulted so click in the Name field and select Job Name and Job
Code.
1.5.
1.6.
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10 - Grades Creation
1. Grades Entry
1.1.
1.2.
1.3.
Level
1
1,2
1
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11 - Positions Creation
1. Positions Entry
We will define following positions.
Position
CEO
MANAGER IT
MANAGER FN
MANAGER HR
DEPUTY MANAGER IT
DEPUTY MANAGER FN
DEPUTY MANAGER HR
SENIOR DBA
ACCOUNT OFFICER FN
RECRUITMENT
OFFICER
Job
CEO.CO
MANAGER.MG
MANAGER.MG
MANAGER.MG
DEPUTY MANAGER.DM
DEPUTY MANAGER.DM
DEPUTY MANAGER.DM
SUPERVISOR.SR
SUPERVISOR.SR
SUPERVISOR.SR
Organization
XX COMPANY
XX IT
XX FN
XX HR
XX IT
XX FN
XX HR
XX IT
XX FN
XX HR
Active
1
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1.2.
1.3.
Click OK (button).
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1.4.
Click Hiring Information tab and enter 1 in the FTE as our Type is Single Incumbent.
1.5.
1.6.
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12 - Position Hierarchies
1. Position Hierarchy Definition
CEO
1.1.
Manager IT
Manager FN
Manager HR
Deputy Manager IT
Deputy Manager FN
Deputy Manager HR
Senior DBA
Account Officer FN
Recruitment Officer
1.2.
Enter unique Hierarchy Name and click Primary check box if this is your Primary
hierarchy.
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1.7.
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1.8.
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Enter Version Number and Date From and save the data.
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1.9.
Click in the Position Name and press F11 to search the top position CEO.EAST and the
execute query by pressing Ctrl+F11.
1.10. Then click in the Subordinates Name field.
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1.12. Enter all subordinates who are reporting to CEO in our case all Managers.
1.13. Now click the MANAGER IT.EAST line and click the Blue Down arrow key to define the
Manager IT subordinate.
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1.14. Position MANAGER IT.EAST has jumped above in the Position Name field. Enter all
subordinates who are reporting to CEO in our case all Managers. Select DEPUTY
MANAGER IT.EAST as subordinates and save the information.
1.15. Now to define subordinate of DUPUTY MANAGER IT.EAST click blue Down arrow key
and DUPUTY MANAGER IT.EAST position will be shifted in the Position Name field.
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2. Position Diagrammer
2.1.
2.2.
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People
Management
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13 - Employee Creation
1. Employee Creation
1.1.
1.2.
1.3.
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1.5.
1.6.
1.7.
Note the Employee Identification assigned to the employee which is employee code 1.
Click Assignment (button).
Select Group, Position and Grade. The position will default few field which you can
change.
1.8.
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