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Version 1.

Sikandar Hayat Awan


Pakistan

Oracle Applications 11i HRMS

www.erpstuff.com

SEND US YOUR COMMENTS


The document is composed by using Oracle 11.5.10.2 on Linux Red Hat AS 4 so you may find
minor differences of screens or options if you are not using the same version of Oracle
Applications. Please suggest if you think any major feature is missing and you think that should
also be part of this document.
You can post your feedback directly on the web site www.erpstuff.com or email to
admin@erpstuff.com. If both options are not working due to any reason then please email
directly to sikandar_h@hotmail.com.
Your comments and feedback will be really appreciated.
Thanks

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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

All Rights Reserved 2007

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.

DEFINE HRMS RESPONSIBILITY .......................................................................................................................................... 7


HRMS USER DEFINITION .................................................................................................................................................... 8

2 - KEY FLEXFIELDS DEFINITIONS ................................................................................................................................. 11


1.
2.
3.
4.
5.
6.

GRADE KEY FLEXFIELD DEFINITION ................................................................................................................................... 11


JOB KEY FLEXFIELD DEFINITION ........................................................................................................................................ 17
COST ALLOCATION KEY FLEXFIELD DEFINITION.................................................................................................................. 23
POSITION KEY FLEXFIELD DEFINITION ............................................................................................................................... 26
PEOPLE GROUP KEY FLEXFIELD DEFINITION ....................................................................................................................... 31
COMPETENCE KEY FLEXFIELD DEFINITION .......................................................................................................................... 34

3 - KEY FLEXFIELDS VALUES ............................................................................................................................................. 41


1.
2.
3.
4.
5.

GRADE KEY FLEXFIELD VALUES .......................................................................................................................................... 41


JOB KEY FLEXFIELD VALUES............................................................................................................................................... 43
POSITION KEY FLEXFIELD VALUES...................................................................................................................................... 45
PEOPLE GROUP KEY FLEXFIELD VALUES ............................................................................................................................. 48
COMPETENCE KEY FLEXFIELD VALUES ................................................................................................................................ 50

4 - LOCATION.......................................................................................................................................................................... 54
1.

LOCATION DEFINITION ...................................................................................................................................................... 54

5 - BUSINESS GROUP (BG) ................................................................................................................................................ 56


1.

BUSINESS GROUP (BG) DEFINITION .................................................................................................................................. 57

6 - PROFILES ........................................................................................................................................................................... 67
1.
2.
3.

SETTING HR: SECURITY PROFILE ...................................................................................................................................... 67


SETTING HR:BUSINESS GROUP PROFILE ............................................................................................................................ 68
SETTING HR:USER TYPE PROFILE ..................................................................................................................................... 69

7 - ORGANIZATIONS ............................................................................................................................................................ 71
1.

DEPARTMENTS (HR ORGANIZATION) DEFINITION .............................................................................................................. 71

8 - ORGANIZATION HIERARCHIES ................................................................................................................................. 75


1.
2.

ORGANIZATION HIERARCHY DEFINITION ............................................................................................................................ 75


ORGANIZATION DIAGRAMMER ............................................................................................................................................ 81

9 - JOBS CREATION .............................................................................................................................................................. 84


1.

JOBS ENTRY ...................................................................................................................................................................... 84

10 - GRADES CREATION ...................................................................................................................................................... 86


1.

GRADES ENTRY ................................................................................................................................................................. 86

11 - POSITIONS CREATION ............................................................................................................................................... 87


1.

POSITIONS ENTRY ............................................................................................................................................................. 87

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12 - POSITION HIERARCHIES........................................................................................................................................... 90
1.
2.

POSITION HIERARCHY DEFINITION .................................................................................................................................... 90


POSITION DIAGRAMMER .................................................................................................................................................... 98

PEOPLE MANAGEMENT ...................................................................................................................................................... 100


13 - EMPLOYEE CREATION ............................................................................................................................................... 101
1.

EMPLOYEE CREATION ...................................................................................................................................................... 101

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Work
Structures

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1 - Responsibility & User


1. Define HRMS Responsibility
1.1.

To define HRMS responsibility open the Responsibilities screen,


Sys Admin: Security > Responsibility > Define

1.2.

Enter the following information on the screen,


Field

Value

Responsibility Name

XX HRMS

Application

Human Resources

Responsibility Key

XX_HRMS

Description

XX HRMS Super User

Effective Date From

Default (Current Date)

Data Group Name

Standard

Data Group Application

Human Resources

Menu

GLB SHRMS Navigator

Request Group Name

Global SHRMS Reports & Process

Request Group Application

Human Resources

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1.3.

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Save the data.

2. HRMS User Definition


2.1.
2.2.

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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Save the data.


Switch the responsibility to XX HRMS responsibility and you will get the following
menu.

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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

Plan the Structure


Plan number of segments of each Key Flexfield
Segment Size
Segment Values
Validations
Naming Conventions
Future Changes Considerations

1. Grade Key Flexfield Definition


1.1.

Open the Key Flexfield Segments form


Sys Admin: Application > Flexfield > Key > Segments

1.2.
1.3.
1.4.

Search for Grade Flexfield.


Insert a new record by selecting New from the toolbar.
Enter the following information,
Field
Code
Title
Description (Optional)

All Rights Reserved 2007

Value
XX_GRADE_FLEXFIELD
XX GRADE FLEXFIELD
XX Grade Flexfield for demo.

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1.5.

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Click Segments (button),


Field
Number
Name
Windows Prompt
Column

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Value
1
Grade Name
Grade Name
SEGMENT1

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1.6.

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Click Value Set (button) and enter following information,


Field
Value Set Name
Description
List Type
Security Type
Format Type
Maximum Size
Uppercase Only (A-Z)
Validation Type

All Rights Reserved 2007

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.
1.9.

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Save and close the screen.


Enter the Value Set name in the Value Set field on segments Summary screen.
In the 2nd lines enter following information,
Field
Number
Name
Windows Prompt
Column

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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

All Rights Reserved 2007

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.

Save and close the screen.


Enter the Value Set name in the Value Set field on segments Summary screen.

1.13.
1.14.

Save and close the screen.


Enable Freeze Flexfield Definition and Allow Dynamic Inserts checkboxes.

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1.15.

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Click OK (button) and close the form. The Flexfield will be compiled.

1.16. Click Open (button).

1.17. Click Open (button).

2. Job Key Flexfield Definition


2.1.

Open the Key Flexfield Segments form


Sys Admin: Application > Flexfield > Key > Segments

2.2.
2.3.
2.4.

Search for Job Flexfield.


Insert a new record by selecting New from the toolbar.
Enter the following information,
Field
Code
Title
Description (Optional)

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Value
XX_JOB_FLEXFIELD
XX JOB FLEXFIELD
XX JOB Flexfield for demo.

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2.5.

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Click Segments (button),


Field
Number
Name
Windows Prompt
Column

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Value
1
Job Name
Job Name
SEGMENT1

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2.6.

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Click Value Set (button) and enter following information,


Field
Value Set Name
Description
List Type
Security Type
Format Type
Maximum Size
Uppercase Only (A-Z)
Validation Type

All Rights Reserved 2007

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.
2.9.

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Save and close the screen.


Enter the Value Set name in the Value Set field on segments Summary screen.
In the 2nd lines enter following information,
Field
Number
Name
Windows Prompt
Column

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Value
2
Job Code
Job Code
SEGMENT2

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2.10. Click Value Set (button) and enter following information,


Field
Value Set Name
Description
List Type
Security Type
Format Type
Maximum Size
Uppercase Only (A-Z)
Validation Type

All Rights Reserved 2007

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

2.12.

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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.
2.14.

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Save and close the screen.


Enable Cross-Validation Segments, Freeze Flexfield Definition and Allow
Dynamic Inserts checkboxes.

Note: The next few screens are same as covered in the Grade section.

3. Cost Allocation Key Flexfield Definition


3.1.

Open the Key Flexfield Segments form


Sys Admin: Application > Flexfield > Key > Segments

3.2.
3.3.
3.4.

Search for Cost Allocation Flexfield.


Insert a new record by selecting New from the toolbar.
Enter the following information,
Field
Code
Title
Description (Optional)

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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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Click Segments (button),


Field
Number
Name
Windows Prompt
Column
Value Set
Flexfield Qualifier

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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.

Save and assign Flexfield Qualifiers to both segments.


To cost center we have assigned Organization.

3.8.

Now assign Element Flexfield Qualifier to Account Code.

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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Enable Freeze Flexfield Definition checkbox.

Note: The next few screens are same as covered in the Grade section.

4. Position Key Flexfield Definition


4.1.

Open the Key Flexfield Segments form


Sys Admin: Application > Flexfield > Key > Segments

4.2.
4.3.
4.4.

Search for Position Flexfield.


Insert a new record by selecting New from the toolbar.
Enter the following information,
Field
Code
Title
Description (Optional)

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Value
XX_POSITION_FLEXFIELD
XX POSITION FLEXFIELD
XX Position Flexfield for demo.

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4.5.

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Click Segments (button),


Field
Number
Name
Windows Prompt
Column

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Value
1
Position Name
Position Name
SEGMENT1

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4.6.

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Click Value Set (button) and enter following information,


Field
Value Set Name
Description
List Type
Security Type
Format Type
Maximum Size
Uppercase Only (A-Z)
Validation Type

All Rights Reserved 2007

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.
4.9.

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Save and close the screen.


Enter the Value Set name in the Value Set field on segments Summary screen.
In the 2nd lines enter following information,
Field
Number
Name
Windows Prompt
Column

All Rights Reserved 2007

Value
2
Position Region
Position Region
SEGMENT2

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4.10. Click Value Set (button) and enter following information,


Field
Value Set Name
Description
List Type
Security Type
Format Type
Maximum Size
Uppercase Only (A-Z)
Validation Type

All Rights Reserved 2007

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.

Save and close the screen.


Enter the Value Set name in the Value Set field on segments Summary screen.

4.13.
4.14.

Save and close the screen.


Enable Freeze Flexfield Definition and Allow Dynamic Inserts checkboxes.

Note: The next few screens are same as covered in the Grade section.

5. People Group Key Flexfield Definition


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5.1.

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Open the Key Flexfield Segments form


Sys Admin: Application > Flexfield > Key > Segments

5.2.
5.3.
5.4.

Search for People Group Flexfield.


Insert a new record by selecting New from the toolbar.
Enter the following information,
Field
Code
Title
Description (Optional)

5.5.

Value
XX_PEOPLE_GROUP_FLEXFIELD
XX PEOPLE GROUP FLEXFIELD
XX People Group Flexfield for demo.

Click Segments (button),


Field
Number
Name
Windows Prompt
Column

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Value
1
Union
Union
SEGMENT1

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5.6.

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Click Value Set (button) and enter following information,


Field
Value Set Name
Description
List Type
Security Type
Format Type
Maximum Size
Uppercase Only (A-Z)
Validation Type

All Rights Reserved 2007

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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Save and close the screen.


Enter the Value Set name in the Value Set field on segments Summary screen.

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.

6. Competence Key Flexfield Definition


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6.1.

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Open the Key Flexfield Segments form


Sys Admin: Application > Flexfield > Key > Segments

6.2.
6.3.
6.4.

Search for Competence Flexfield.


Insert a new record by selecting New from the toolbar.
Enter the following information,
Field
Code
Title
Description (Optional)

6.5.

Value
XX_COMPETENCE_FLEXFIELD
XX COMPETENCE FLEXFIELD
XX Competence Flexfield for demo.

Click Segments (button),


Field
Number
Name
Windows Prompt
Column

All Rights Reserved 2007

Value
1
Skill
Skill
SEGMENT1

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6.6.

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Click Value Set (button) and enter following information,


Field
Value Set Name
Description
List Type
Security Type
Format Type
Maximum Size
Uppercase Only (A-Z)
Validation Type

All Rights Reserved 2007

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.
6.9.

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Save and close the screen.


Enter the Value Set name in the Value Set field on segments Summary screen.
In the 2nd lines enter following information,
Field
Number
Name
Windows Prompt
Column

All Rights Reserved 2007

Value
2
Level
Level
SEGMENT2

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6.10. Click Value Set (button) and enter following information,


Field
Value Set Name
Description
List Type
Security Type
Format Type
Maximum Size
Uppercase Only (A-Z)
Validation Type

All Rights Reserved 2007

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

6.12.

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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.
6.14.

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Save and close the screen.


Enable Freeze Flexfield Definition checkbox.

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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3 - Key Flexfields Values


So for we have created Key Flexfields but not yet populated the value sets of these Key
Flexfields. Now we will insert values in the value sets one by one.

1. Grade Key Flexfield Values


1.1.

Open the Key Flexfield Values form


Sys Admin: Application > Flexfield > Key > Values

1.2.

Select Value Set in Find Values By region and enter XX_GRADENAME_VS in the
names field.

1.3.
1.4.

Click Find (button).


Enter the following information,
Grade
EXECUTIVE
MANAGEMENT
SUPERVISOR

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1.5.

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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. Job Key Flexfield Values


2.1.

Open the Key Flexfield Values form


Sys Admin: Application > Flexfield > Key > Values

2.2.

Enter the following information,


Job

Job Code

MANAGER
DEPUTY MANAGER
SUPERVISOR
CEO

MG
DM
SR
CO

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2.3.

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Save data and search for XX_JOBCODE_VS to enter Job Codes.

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2.4.

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Save the data and then click in the Independent Value and press down arrow key.

3. Position Key Flexfield Values


3.1.

Open the Key Flexfield Values form


Sys Admin: Application > Flexfield > Key > Values

3.2.

Search XX_POSITIONNAME_VS.

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3.3.
3.4.

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Click Find (button).


Enter the following information,
Position
CEO
MANAGER IT
MANAGER FN
MANAGER HR
DEPUTY MANAGER IT
DEPUTY MANAGER FN
DEPUTY MANAGER HR
SENIOR DBA
ACCOUNT OFFICER FN
RECRUITMENT OFFICER

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Position
NORTH
SOUTH

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EAST
WEST

4. People Group Key Flexfield Values


4.1.

Open the Key Flexfield Values form


Sys Admin: Application > Flexfield > Key > Values

4.2.

Search XX_UNION_VS.

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4.3.

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Enter the following information,


People Group
Union

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Values
MUSLIM LEAGUE
PEOPLE PARTY
NONE

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5. Competence Key Flexfield Values


5.1.

Open the Key Flexfield Values form


Sys Admin: Application > Flexfield > Key > Values

5.2.

Search for XX_SKILL_VS.

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5.3.

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Enter the following information,


Skill
ANALYSIS
TECHNICAL
FUNCTIONAL
COMMUNICATION
PRESENTATION

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Level (1 = low, 5 = high)


1~5
1~5
1~5
1~5
1~5

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5.4.

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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.

Switch to HRMS Responsibility,


HRMS: Work Structures > Location

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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1.3.

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Save the data.

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5 - Business Group (BG)


A Business Group (BG) holds information about the components of work structures such as
jobs, grades and positions. At the BG level we set up the legislative rules, terms of employment,
remuneration policies and employee work patterns. Oracle HRMS provides the flexibility to
define enterprise the following four basic configurations models,
1
2

A single operating company in one country.


A single operating company in multiple countries.

Multiple operating companies in one country.

Multiple operating companies in multiple countries.

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. Business Group (BG) Definition


1.1.

Open the Description form,


HRMS: Work Structures > Organization > Description

1.2.

Click New (A) (button),

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1.3.

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Enter the following information in the header of screen,


Field
Name
Type
Location
Internal or External

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Value
XX COMPANY
Company
XX Location
Internal

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1.4.
1.5.

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Before moving into Organization Classification region save the information.


Select Business Group from the LOV in the Name field.
Field
Organization Classifications
Name
Enabled

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Value
Business Group
;

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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

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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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Maximum Working Age

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60

1.11. Click OK (button).

1.12. Click OK (button).

1.13. Click Yes (button).

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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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1.16. Assign relevant cost center.

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1.17. Click OK (button) and save the data.

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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. Setting HR: Security Profile


1.1.

Open the System form,


Sys Admin: Profile > System

1.2.

Enter Responsibility name XX HRMS and profile HR: Security Profile.

1.3.

Click Find (button).

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1.4.
1.5.

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Select Business Group XX COMPANY under Responsibility.


Save information and click Find (button) from the toolbar.

2. Setting HR:Business Group Profile


2.1.

Change the Profile to HR:Business Group.

2.2.

Click Find (button).

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2.3.
2.4.

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Select Business Group XX COMPANY under Responsibility.


Save information and click Find (button) from the toolbar.

3. Setting HR:User Type Profile


3.1.

Change the Profile to HR:User Type Group.

3.2.

Click Find (button).

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3.3.

Select HR with Payroll User from the LOV and click OK (button).

3.4.

Save the information.

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7 - Organizations
1. Departments (HR Organization) Definition
1.1.

Open the Description form,


HRMS: Work Structures > Organization > Description

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

Controlling Access to Information


Purchasing Approvals
Project Accounting
Government Mandated Reporting
XX COMPANY
Business Group
HR Organization

XX IT
Information Technology

XX FN
Finance Department

HR Organization

HR Organization

XX HR
Human Resource
Department
HR Organization

1. Organization Hierarchy Definition


1.1.

Open the Hierarchy form,


HRMS: Work Structures > Organization > Hierarchy

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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Save the information.


Enter Version Number and Date From in the respective fields.

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1.5.

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Save the information.

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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.

Open the Diagrammer form,


HRMS: Work Structures > Organization > Diagrammer

2.2.

Search for Hierarchy name XX ORG HIERARCHY.

2.3.

Click Open Editor (button).

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2.4.

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Click the + sign on the left of company displayed to expand.

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2.5.

Click Org-Chart Style from the toolbar.

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.

Open the Description form


HRMS: Work Structures > Job > Description

1.2.

We will define the following jobs.


Job
MANAGER
DEPUTY MANAGER
SUPERVISOR
CEO

1.3.

Job Code
MG
DM
SR
CO

Click New (button).

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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.

Save the data.


Repeat the above steps to define all jobs.

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10 - Grades Creation
1. Grades Entry
1.1.

Open the Description form


HRMS: Work Structures > Grade > Description

1.2.

Define the following grades,


Grade
EXECUTIVE
MANAGEMENT
SUPERVISOR

1.3.

Level
1
1,2
1

Save the data after entering all grades.

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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

The following information will be same for all positions,


Field
Value
Position Details Tab
Type
Single Incumbent
;
Permanent
Hiring Status
Hiring Information Tab
FTE
1.1.

Active
1

Open the Description form


HRMS: Work Structures > Position > Description

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1.2.

Click New (button).

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.

Save the data.


Repeat these steps for all positions.

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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

Open the Hierarchy form


HRMS: Work Structures > Position > Hierarchy

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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Save the data.

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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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1.11. Enter MANAGER IT.EAST and save the data.

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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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1.16. Enter SENIOR DBA.EAST and save the information.


1.17. To move upward in the hierarchy click on blue up arrow and define all subordinate
positions.

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1.18. The hierarchy will look like shown above.


1.19. Enable Primary check box to make this hierarchy and save the information.

2. Position Diagrammer
2.1.

Open the Diagrammer form,


HRMS: Work Structures > Position > Diagrammer

2.2.

Search for Hierarchy name XX ORG HIERARCHY.

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People
Management

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13 - Employee Creation
1. Employee Creation
1.1.

Open the Enter and Maintain form,


HRMS: People > Enter and Maintain

1.2.
1.3.

Click New (button).


Enter the required information on the form. As we are creating an employee so we
will select Create Employment in the Action field. Good thing is that when you will
select Title the Gender field is automatically populated.

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1.4.

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Save the data.

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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.

Save the data.

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