11i Enterprise Management

Fundamentals: Work
Structures
Student Guide

D16826GC10
Edition 1.0
December 2004
D40094

Copyright Oracle Corporation, 2004. All rights reserved.

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Author
Padma Rao, Swathi Mathur
Technical Contributors and Reviewers
Betty Kagan, David Millin, Deborah Clement, Elizabeth Brown, John Cafolla, Julia Margetson,
Mark Rowe
This book was published using: oracletutor

Table of Contents
Overview of Enterprise Work Structures .....................................................................................................1-1
Overview of Enterprise Work Structures ......................................................................................................1-2
Objectives ......................................................................................................................................................1-3
Topics ............................................................................................................................................................1-4
Overview of Enterprise Work Structures ......................................................................................................1-5
Oracle HRMS Information Model.................................................................................................................1-6
Typical Types of Enterprise ..........................................................................................................................1-8
Project-based Enterprise: Characteristics ......................................................................................................1-9
Project-based Enterprise: System Needs .......................................................................................................1-10
Project-based Enterprise: Oracle Solution.....................................................................................................1-11
Rule-based Enterprise: Characteristics ..........................................................................................................1-12
Rule-based Enterprise: System Needs ...........................................................................................................1-13
Rule-based Enterprise: Oracle Solution ........................................................................................................1-14
Setting up Enterprise Work Structures A Best Practice in Configuration..................................................1-15
Understanding Work Structure Components 1 (Business Groups)............................................................2-1
Understanding Work Structure Components 1..............................................................................................2-2
Work Structures Overview ............................................................................................................................2-3
Representing the Employer ...........................................................................................................................2-4
Enterprise Models Using Configuration Workbench ....................................................................................2-5
Business Groups in Oracle HRMS ................................................................................................................2-6
Startup Business Group .................................................................................................................................2-7
One or Many Business Groups......................................................................................................................2-8
Understanding Work Structure Components 2 (Locations, Organizations, Jobs, and Positions)...........3-1
Understanding Work Structure Components 2..............................................................................................3-2
Overview .......................................................................................................................................................3-3
Locations .......................................................................................................................................................3-4
Organizations.................................................................................................................................................3-5
Organization Hierarchies...............................................................................................................................3-6
Automatic Creation of Organizations............................................................................................................3-7
Jobs and Positions .........................................................................................................................................3-8
Security Based on Work Structures...............................................................................................................3-9
Understanding Work Structure Components 3 (Grades, People Groups, Unions, and Representative Groups)
...........................................................................................................................................................................4-1
Understanding Work Structure Components 3..............................................................................................4-2
Overview .......................................................................................................................................................4-3
Using Grades to Compare Roles ...................................................................................................................4-4
Grade Structure..............................................................................................................................................4-5
Grade Steps....................................................................................................................................................4-6
People Groups ...............................................................................................................................................4-7
Unions and Representative Groups ...............................................................................................................4-8
Summary........................................................................................................................................................4-9
Setting up Enterprise Work Structures - Introduction................................................................................5-1
Setting up Enterprise Work Structures ..........................................................................................................5-2
Objectives ......................................................................................................................................................5-3
Topics ............................................................................................................................................................5-4
Setting up Enterprise Work Structures ..........................................................................................................5-5
Defining Key Flexfields ................................................................................................................................5-6
Overview .......................................................................................................................................................5-7
Key Flexfields in Oracle HRMS ...................................................................................................................5-8
Standard Features of Key Flexfields .............................................................................................................5-9
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A Key Flexfield .............................................................................................................................................5-10

Job Key Flexfield ..........................................................................................................................................5-11
Practice - Defining Job Key Flexfield Structure........................................................................................5-12
Solution Defining Job Key Flexfield Structure ......................................................................................5-14
Position Key Flexfield ...................................................................................................................................5-20
Practice - Defining Position Flexfield Structure........................................................................................5-21
Solution Defining Position Key Flexfield ..............................................................................................5-23
Grade Key Flexfield ......................................................................................................................................5-28
Practice - Defining Grade Key Flexfield Structure ...................................................................................5-29
Solution Defining Grade Key Flexfield..................................................................................................5-31
Cost Allocation Key Flexfield.......................................................................................................................5-37
Practice - Defining Cost Allocation Key Flexfield Structure ....................................................................5-38
Solution Defining Cost Allocation Key Flexfield ..................................................................................5-40
People Group Key Flexfield ..........................................................................................................................5-45
Practice - Defining People Group Flexfield Structure...............................................................................5-46
Solution Defining People Group Key Flexfield .....................................................................................5-48
Personal Analysis Key Flexfield ...................................................................................................................5-52
Practice - Defining Personal Analysis Flexfield Structure ........................................................................5-53
Solution Defining Personal Analysis Key Flexfield...............................................................................5-55
Competence Key Flexfield ............................................................................................................................5-60
Practice - Defining Competence Flexfield Structure .................................................................................5-61
Solution Defining Competence Key Flexfield........................................................................................5-63
Collective Agreement Grades Key Flexfield.................................................................................................5-68
Practice - Defining CAGR Flexfield Structure..........................................................................................5-69
Solution Defining CAGR Key Flexfield ................................................................................................5-70
Points to Consider..........................................................................................................................................5-74
Creating a Business Group .............................................................................................................................6-1
Creating a Business Group ............................................................................................................................6-2
Overview .......................................................................................................................................................6-3
Representing Your Enterprise .......................................................................................................................6-4
The Business Group ......................................................................................................................................6-5
Practice - Creating a Business Group ........................................................................................................6-6
Solution Creating a Business Group.......................................................................................................6-7
Practice - Classifying a Business Group....................................................................................................6-8
Solution Classifying a Business Group ..................................................................................................6-10
Single or Multiple Business Groups..............................................................................................................6-13
Single and Multiple Business Groups ...........................................................................................................6-14
Sharing Information.......................................................................................................................................6-15
Share Information Using User Profile ...........................................................................................................6-16
Standard Information.....................................................................................................................................6-17
Information Associated with a Business Group ............................................................................................6-18
Person Numbers.............................................................................................................................................6-19
Initial Tasks ...................................................................................................................................................6-20
Practice - Granting Users Access to a Business Group .............................................................................6-21
Solution Granting Users Access to a Business Group............................................................................6-23
Creating Locations ..........................................................................................................................................7-1
Creating Locations.........................................................................................................................................7-2
Overview .......................................................................................................................................................7-3
Internal and External Addresses ....................................................................................................................7-4
Closing Down a Location..............................................................................................................................7-5
Practice - Defining Locations ....................................................................................................................7-6
Solution Defining Locations...................................................................................................................7-7
Practice - Defining Locations ....................................................................................................................7-8
Solution Defining Locations...................................................................................................................7-9
Creating Organizations...................................................................................................................................8-1
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Creating Organizations ..................................................................................................................................8-2

Overview .......................................................................................................................................................8-3
Organizations Within Business Group ..........................................................................................................8-4
Organization Classifications..........................................................................................................................8-5
Additional Organization Information ............................................................................................................8-6
Practice - Defining Organizations .............................................................................................................8-7
Solution Defining Organizations ............................................................................................................8-8
Organization Manager ...................................................................................................................................8-10
End Dates on Organizations ..........................................................................................................................8-11
Deleting Organizations ..................................................................................................................................8-12
Organization Hierarchies...............................................................................................................................8-13
Practice - Defining Organization Hierarchy ..............................................................................................8-14
Solution Defining Organization Hierarchy.............................................................................................8-15
Automatic Creation of Organizations............................................................................................................8-17
Representing Financial Reporting Structures ..............................................................................................9-1
Representing Financial Reporting Structures ................................................................................................9-2
Overview .......................................................................................................................................................9-3
Parallel Reporting Structures HR and GL .....................................................................................................9-4
Parallel Reporting Structures Similar but not same.......................................................................................9-5
Synchronization.............................................................................................................................................9-6
Synchronization by Mapping ........................................................................................................................9-7
Synchronize Using the Cost Allocation Key Flexfield..................................................................................9-8
Synchronize Using Synch Orgs.....................................................................................................................9-9
Checklist For Automatic Creation of Organizations .....................................................................................9-10
Guided Demonstration - Automatically Create HR Organizations based on GL Account Combinations 9-11
Costing Considerations..................................................................................................................................9-17
Practice - Entering Costing Information for a HR Organization ...............................................................9-18
Solution Entering Costing Information for a HR Organization..............................................................9-19
Representing Government Reporting Structures.........................................................................................10-1
Representing Government Reporting Structures (US) ..................................................................................10-2
Overview .......................................................................................................................................................10-3
Reporting Requirements ................................................................................................................................10-4
Practice - Associating Jobs with EEO Job Categories...............................................................................10-5
Solution Associating Jobs with EEO Job Categories .............................................................................10-6
Preparing for GovernmentMandated HR Reporting....................................................................................10-8
Reporting Categories and Statuses ................................................................................................................10-9
Practice - Selecting Reporting Categories and Statuses ............................................................................10-10
Solution Selecting Reporting Categories and Statuses ...........................................................................10-11
Reporting Organizations................................................................................................................................10-14
Defining Organization Information for Government Mandated Reporting...................................................10-16
Record Establishment Details........................................................................................................................10-17
Establishment Hierarchies .............................................................................................................................10-18
Establishment Hierarchy Using Organization Hierarchy ..............................................................................10-19
Create Establishment Hierarchies Using Organization Hierarchy.................................................................10-21
Establishment Hierarchy Using Generic Hierarchies ....................................................................................10-22
Create Establishment Hierarchy Using Generic Hierarchies.........................................................................10-24
Guided Demonstration - Creating Establishment Hierarchies...................................................................10-25
AAP Establishment Hierarchies ....................................................................................................................10-26
Reporting Checklist .......................................................................................................................................10-27
Representing Jobs and Positions ....................................................................................................................11-1
Representing Jobs and Positions ...................................................................................................................11-2
Overview .......................................................................................................................................................11-3
Using Jobs or Positions .................................................................................................................................11-4
Jobs................................................................................................................................................................11-5
Practice - Defining Jobs.............................................................................................................................11-6
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Solution Defining Jobs ...........................................................................................................................11-8

Job Structure..................................................................................................................................................11-11
Job Groups.....................................................................................................................................................11-12
Practice - Creating Job Groups..................................................................................................................11-13
Solution Creating Job Groups.................................................................................................................11-15
Job Groups and Supplementary Roles...........................................................................................................11-16
Representing Positions ..................................................................................................................................11-17
Positions ........................................................................................................................................................11-18
Practice - Defining Positions .....................................................................................................................11-19
Solution Defining Positions....................................................................................................................11-21
Using Positions..............................................................................................................................................11-24
Examples of Positions ...................................................................................................................................11-25
Position Structure ..........................................................................................................................................11-26
Position Control.............................................................................................................................................11-27
Position Transactions.....................................................................................................................................11-28
Position Hiring Status....................................................................................................................................11-29
Additional Information for Jobs and Positions..............................................................................................11-30
Practice - Entering Work Choices for Jobs and Positions .........................................................................11-31
Solution Entering Work Choices for Jobs and Positions........................................................................11-32
Changing Job and Position Definitions .........................................................................................................11-34
Changing Details ...........................................................................................................................................11-35
Position Hierarchies ........................................................................................................................................12-1
Position Hierarchies.......................................................................................................................................12-2
Overview .......................................................................................................................................................12-3
Position Hierarchy - Example........................................................................................................................12-4
Defining Position Hierarchies .......................................................................................................................12-5
Hierarchy Diagrammers ................................................................................................................................12-6
Practice - Defining Position Hierarchies ...................................................................................................12-7
Solution Defining Position Hierarchies ..................................................................................................12-9
Changing Position Hierarchies ......................................................................................................................12-11
Mass Move Updates.........................................................................................................................................13-1
Mass Move Updates ......................................................................................................................................13-2
Overview .......................................................................................................................................................13-3
Reorganization...............................................................................................................................................13-4
Moving Assignments.....................................................................................................................................13-5
Considerations Before a Mass Move.............................................................................................................13-6
Practice - Creating a Mass Move of Positions...........................................................................................13-7
Solution Creating a Mass Move of Positions .........................................................................................13-8
Setting Up Workers Compensation ...............................................................................................................14-1
Setting Up Workers Compensation (US) ......................................................................................................14-2
Overview .......................................................................................................................................................14-3
Workers' Compensation in Oracle HRMS.....................................................................................................14-4
WC Insurers...................................................................................................................................................14-5
WC Work Classification Codes.....................................................................................................................14-6
WC Work Premium Rates .............................................................................................................................14-7
Practice - Defining Workers Compensation ..............................................................................................14-8
Solution - Defining Workers Compensation Rates and Codes..................................................................14-9
Workers' Compensation Liability..................................................................................................................14-13
Setting Up Enterprise Work Structures - Conclusion..................................................................................15-1
Setting up Enterprise Work Structures Conclusion .......................................................................................15-2
Summary........................................................................................................................................................15-3

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