Oracle HRMS Setup Checklists

HRMSImplementationChecklistsfromOracle

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Oracle Applications E-Business Suite

Basic Administration Checklist

Define Key Flexfields

o 1 Specify Key Flexfield Structures for Business Group

o 2 Define Job Flexfield

o 3 Define Position Flexfield

o 4 Define Grade Flexfield

o 5 Define People Group Flexfield

o 6 Define Cost Allocation Flexfield

Define Descriptive Flexfields

o 7 Specify Descriptive Flexfield Contexts

o 8 Define Descriptive Flexfields

Administration

o 9 Enable Currencies

o 10 Define 'View All' HRMS User

o 11 Run Grant Permissions To Roles Process

o 12 Define QuickCode Values

Application Data Export (ADE) and Hierarchy Diagrammers

o 13 Set Up ADE

o 14 Control Access to the Hierarchy Diagrammers



Work Structures Checklist

Define Organization Structures

o 15 Define Locations

o 16 Define Business Group

o 17 Create 'View-All' access to the Business Group

o 18 Define Organizations

o 19 Define Organization Hierarchies

Define Roles

o 20 Define Jobs

o 21 Define Positions

o 22 Define Primary Position Reporting Hierarchy

Define Grade Related Information

o 23 Define Grades

o 24 Define Grade Rates

o 25 Define Pay Scales

o 26 Define Progression Point Values

o 27 Define Grade Scales

Define Payroll Information

o 28 Define Payment Methods

o 29 Define Payroll Groups

Compensation and Benefits Checklist



Define Input Value Validation

o 30 Define New QuickCode Types


o 32 Define User Tables

o 33 Define Element Validation Formulas

Define Compensation and Benefits for Information

o 34 Define Elements and Input Values

o 35 Define Element Links

Salary Administration

o 36 Define Proposal Reasons and Performance Ratings

o 37 Activate Salary

o 38 Define Salary Bases

o 39 Define Element Links for Salary

Element Sets

o 40 Define Element Sets

People and Assignments Checklist

Person Types and Assignment Statuses

o 41 Define Person Types

o 42 Define Assignment Statuses for Employees

Special Personal Information

o 43 Define Personal Analysis Key Flexfield Structures



o 44 Register Special Info Types for the Business Group

Recruitment

o 45 Define Assignment Statuses for applicants

Career Management Checklist

Methods of Measurement and Creating Competencies

o 46 Create Rating Scales

o 47 Create Competencies

o 48 Group Competence Types

Competence Requirements

o 49 Create Competence Requirements

Use Function Security to Customize Oracle Training Administration (OTA)

o 50 Set Up Activity Security (OTA)

Qualification Types and Establishments

o 51 Create Qualification Types

o 52 Create Establishments

Assessment and Appraisal

o 53 Create Assessment Templates

o 54 Create Appraisal Questionnaires

o 55 Create Appraisal Templates

Specific Business Functions Checklist



Absence Management /Accruals of Paid Time Off (PTO)

o 56 Define an Absence Element to Record Time Taken

o 57 Define Element Links for the Absence Element

o 58 Define the Accrual Plan with an Absence Element

o 59 Define Element Links for the Accrual Elements

o 60 Define Absence Reasons

o 61 Associate an Absence Type with the Absence Element

Human Resource Budgets


o 63 Define Period Types

o 64 Define Budgetary Calendars

o 65 Define Budgets

Evaluation Systems

o 66 Define Evaluation Types

o 67 Define Valid Grades for Jobs

o 68 Define Valid Grades for Positions

Requirements Matching

o 69 Define Requirements for Jobs

o 70 Define Requirements for Positions

Career and Succession Planning

o 71 Modelling Career and Succession Planning Based on Jobs

o 72 Modelling Career and Succession Planning Based on Positions



Control Checklist

Define Reports and Generate Standard Letters

o 73 Write New Reports

o 74 Register Reports as Concurrent Programs with SRS

o 75 Define Report Sets

o 76 Create Standard Letters for use with Concurrent Processing

o 77 Create Standard Letters for use with Application Data Export (ADE)

o 78 Create Standard Letters for use with Microsoft Word

Define User Security

o 79 Create Oracle IDs

o 80 Register Oracle IDs

o 81 Define Security Profiles

o 82 Run Generate Secure User Process

o 83 Run Security List Maintenance Process

o 84 Define Form Customizations

o 85 Define Task Flow Nodes

o 86 Define Task Flows

o 87 Define Menu Functions

o 88 Define Menus

o 89 Define Report Security Groups

o 90 Define Responsibilities

o 91 Define Application Users



o 92 Define HR User Profile Options

Define Audit Requirements

o 93 Estimate file sizing and file management needs

o 94 Define Audit Installations

o 95 Define Audit Tables and Columns

o 96 Define Audit Groups

o 97 Activate AuditTrail Update Tables Process



Step1SpecifyKeyFlexfieldStructuresforBusinessGroup

There are 5 Key Flexfield Structures you must define before you can define a Business Group in Oracle HRMS. These are:

o Job

o Position

o Grade

o PeopleGroup

o CostAllocation

Beforeyoubeginyourimplementationofthese5keyflexfieldsyoumustclearlyspecifyyourrequirements.Thisspecificationmustincludethefollowingdetailsforeachkeyflexfield:

o TheStructureNameandthenumberofSegments

o TheFlexfieldSegmentNames,Order,ValidationOptionsandQualifiers

o TheFlexfieldValueSetstobeusedandanylistsofvalues

ThesequencewhichyoufollowtoimplementeachFlexfieldis:

o DefineFlexfieldValueSets

o DefineKeyFlexfieldSegments

o DefineFlexfieldSegmentValues

o DefineKeyFlexfieldCrossValidationRules

o DefineKeyFlexfieldAliases

o FreezeandCompileKeyFlexfieldStructure

WhenyouhavecompletedthedefinitionofakeyflexfieldyoucanrunaspecialconcurrentprocesstogenerateDatabaseItemsfortheindividualsegmentsoftheFlexfield.ThisappliestoyourJob,Position,GradeandPeopleGroupKeyFlexfieldsonly.



o RunCreateKeyFlexfieldDatabaseItemsprocess

Step2DefineJobFlexfield

After you have specified your requirements to take best advantage of the flexibility of Oracle HRMS for recording and reporting Job information in your enterprise, the implementation sequence which you follow is:

1.DefineJobFlexfieldValueSets

IfyouwanttovalidatethevalueswhichausercanenterforanysegmentyoumustdefineaspecificValueSet.

TheattributesoftheValueSetwillcontrolthetypeofvaluesthatcanbeentered,andhowmanycharacterseachsegmentcanhold.TheattributesoftheValueSetwillalsocontrolhowthevaluesaretobevalidated.

ValueSetscanbesharedbydifferentsegmentsofthesameflexfield,orbysegmentsofanyotherflexfield.

Note:UsetheDefineValueSetform.

2.DefineJobFlexfieldSegments

DefineastructureforyourJobFlexfieldwhichcontainsthesegmentsyouwanttouseforyourBusinessGroup.YouwillusethisstructuretocreateyouruniqueJobNamesintheJobwindow.

YoumustenterYesintheAllowDynamicInsertsfield.IfyouenterNo,youwillnotbeabletocreatenewjobnamecombinationsintheJobwindow.

Note:YoudonotneedtouseaValueSettovalidateasegment.IfyoudonotspecifyaValueSetthenausercanenteranyalphanumericvalueuptoalimitof150characters.

Note:UsetheDefineKeyFlexfieldSegmentsform.

3.DefineJobFlexfieldSegmentValues

IfyouhavechosenIndependentorDependentvalidationforaValueSetusedbyaJobFlexfieldSegment,youmustdefineyourlistofvalidvaluesfortheValueSet.

Note:UsetheDefineSegmentValuesform.

4.DefineJobFlexfieldCrossValidationRules



DefineanyCrossValidationRulesyouwanttousetocontrolthecombinationsofsegmentvalueswhichausercanenter.

YoudefineRulestoIncludeorExcludecombinationsofsegmentvalues.Foreachsegment,youcandefineaLowtoHighrangeofvalues.

Note:UsetheDefineCrossValidationRuleform.

5.DefineJobFlexfieldAliases

DefineAliasesforcommoncombinationsofsegmentvaluesifyouwanttoprovidetheseasdefaultoptions.

Note:UsetheDefineShorthandAliasesform.

6.FreezeandCompileYourJobFlexfieldStructure

YouarenowreadytofreezeyourJobFlexfielddefinition.NavigatetotheDefineKeyFlexfieldSegmentswindow.EnterYesintheFreezeFlexfieldDefinitionfieldandsaveyourchanges.OracleHumanResourceManagementSystemsnowfreezesandcompilesyourJobFlexfielddefinition.CompilingtheflexfielddefinitionenablestheJobFlexfieldwindowwiththedefaults,valuesandrulesthatyouhavedefined.


7.RunCreateKeyFlexfieldDatabaseItemsprocess

IfyouwanttomakeuseoftheindividualsegmentsoftheflexfieldasseparateDatabaseItemsyoucanrunthisconcurrentprocessfromtheSubmitaNewRequestwindow.TheonlyparameterassociatedwiththisprocessistheKeyFlexfieldName.

Note:UsetheSubmitaNewRequestform.

See: Running Oracle Applications Reports and Programs

Step3DefinePositionFlexfield

After you have specified your requirements to take best advantage of the flexibility of Oracle Human Resource Management Systems for recording and reporting Position information in your enterprise, the implementation sequence which you follow is:

1.DefinePositionFlexfieldValueSets







2.DefinePositionFlexfieldSegments

DefineastructureforyourPositionFlexfieldwhichcontainsthesegmentsyouwanttouseforyourBusinessGroup.YouwillusethisstructuretocreateyouruniquePositionNamesinthePositionwindow.

YoumustenterYesintheAllowDynamicInsertsfield.IfyouenterNo,youwillnotbeabletocreatenewpositionnamecombinationsinthePositionwindow.



3.DefinePositionFlexfieldSegmentValues

IfyouhavechosenIndependentorDependentvalidationforaValueSetusedbyaPositionFlexfieldSegment,youmustdefineyourlistofvalidvaluesfortheValueSet.


4.DefinePositionFlexfieldCrossValidationRules




5.DefinePositionFlexfieldAliases





6.FreezeandCompileYourPositionFlexfieldStructure

YouarenowreadytofreezeyourPositionFlexfielddefinition.NavigatetotheDefineKeyFlexfieldSegmentswindow.EnterYesintheFreezeFlexfieldDefinitionfieldandsaveyourchanges.OracleHumanResourceManagementSystemsnowfreezesandcompilesyourPositionFlexfielddefinition.CompilingtheflexfielddefinitionenablesthePositionFlexfieldwindowwiththedefaults,valuesandrulesthatyouhavedefined.






Step4DefineGradeFlexfield

After you have specified your requirements to take best advantage of the flexibility of Oracle Human Resource Management Systems for recording and reporting Grade information in your enterprise, the implementation sequence which you follow is:

1.DefineGradeFlexfieldValueSets





2.DefineGradeFlexfieldSegments

DefineastructureforyourGradeFlexfieldwhichcontainsthesegmentsyouwanttouseforyourBusinessGroup.YouwillusethisstructuretocreateyouruniqueGradeNamesintheGradeswindow.



YoumustenterYesintheAllowDynamicInsertsfield.IfyouenterNo,youwillnotbeabletocreatenewgradenamecombinationsintheGradeswindow.



3.DefineGradeFlexfieldSegmentValues

IfyouhavechosenIndependentorDependentvalidationforaValueSetusedbyaGradeFlexfieldSegment,youmustdefineyourlistofvalidvaluesfortheValueSet.


4.DefineGradeFlexfieldCrossValidationRules




5.DefineGradeFlexfieldAliases



6.FreezeandCompileYourGradeFlexfieldStructure

YouarenowreadytofreezeyourGradeFlexfielddefinition.NavigatetotheDefineKeyFlexfieldSegmentswindow.EnterYesintheFreezeFlexfieldDefinitionfieldandsaveyourchanges.OracleHumanResourceManagementSystemsnowfreezesandcompilesyourGradeFlexfielddefinition.CompilingtheflexfielddefinitionenablestheGradeFlexfieldwindowwiththedefaults,valuesandrulesthatyouhavedefined.








Step5DefinePeopleGroupFlexfield

See: Representing Other Employee Groups

People Group information is associated with employee assignments and is used to identify special groups of employees in your enterprise, such as members of a union.

Warning:InOracleHRMSyoumustdefineatleastonesegmentforthePeopleGroupKeyFlexfield.

Ifyoudonot,youwillnotbeabletousetheAssignmentwindowforemployeesorapplicants.

After you have specified your requirements to take best advantage of the flexibility of Oracle HRMS for recording and reporting People Group information in your enterprise, the implementation sequence you follow is:

1.DefinePeopleGroupFlexfieldValueSets





2.DefinePeopleGroupFlexfieldSegments

DefineastructureforyourPeopleGroupFlexfieldwhichcontainsthesegmentsyouwanttouseforyourBusinessGroup.YouwillusethisstructuretoenterPeopleGroupdetailsintheAssignmentwindow.

YoumustenterYesintheAllowDynamicInsertsfield.IfyouenterNo,youwillnotbeabletoenterPeopleGroupinformationintheAssignmentwindow.





3.DefinePeopleGroupFlexfieldSegmentValues

IfyouhavechosenIndependentorDependentvalidationforaValueSetusedbyaPeopleGroupFlexfieldSegment,youmustdefineyourlistofvalidvaluesfortheValueSet.


4.DefinePeopleGroupFlexfieldCrossValidationRules




5.DefinePeopleGroupFlexfieldAliases



6.FreezeandCompileYourPeopleGroupFlexfieldStructure

YouarenowreadytofreezeyourPeopleGroupFlexfielddefinition.NavigatetotheDefineKeyFlexfieldSegmentswindow.EnterYesintheFreezeFlexfieldDefinitionfieldandsaveyourchanges.OracleHumanResourceManagementSystemsnowfreezesandcompilesyourPeopleGroupFlexfielddefinition.CompilingtheflexfielddefinitionenablesthePeopleGroupFlexfieldwindowwiththedefaults,valuesandrulesthatyouhavedefined.








Step6DefineCostAllocationFlexfield

Cost Allocation information is normally used to record the details of employee costing associated with payroll results. If you have installed Oracle Payroll, you can accumulate the costs associated with your payroll results and transfer these to your General Ledger system. If you have not installed Oracle Payroll you can use the costing flexfield to enter your cost allocation information.

See: Costing in Oracle HRMS

Warning:InOracleHRMSyoumustdefineatleastonesegmentfortheCostAllocationKeyFlexfield.Ifyoudonot,youwillexperienceproblemsusingformswiththeflexfieldwindow.

After you have specified your requirements to take best advantage of the flexibility for recording and reporting costing information in your enterprise, the implementation sequence which you follow is:

1.DefineCostAllocationFlexfieldValueSets





2.DefineCostAllocationFlexfieldSegmentsandQualifiers

DefineastructureforyourCostAllocationFlexfieldwhichcontainsthesegmentsyouwanttouseforyourBusinessGroup.YouwillusethisstructuretoenteryourpayrollcostingdetailsinOracleHRMS.

YoumustenterYesintheAllowDynamicInsertsfield.IfyouenterNo,youwillnotbeabletoenterCostingdetailsanywhereonthesystem.





TheonlykeyflexfieldinOracleHRMSwhichmakesuseofQualifiersistheCostAllocationFlexfield.YouuseSegmentQualifierstocontrolthelevelatwhichcostinginformationcanbeenteredtothesystem.EachQualifierdeterminesthelevelatwhichcostinginformationcanbeentered.Therearesixpossiblechoicesforeachsegment:

Qualifier Effectonwindow

Payroll EntersegmentvaluesinthePayrollwindow.

Link EntersegmentvaluesintheElementLinkwindow.

Balancing EnterbalancingsegmentvaluesintheElementLinkwindow.

Organization EntersegmentvaluesintheCostingInformationwindowfortheOrganization.

Assignment EntersegmentvaluesintheCostingwindowfortheassignment.

Entry EntersegmentvaluesintheElementEntrieswindow.

Table11.

3.DefineCostAllocationFlexfieldSegmentValues

IfyouhavechosenIndependentorDependentvalidationforaValueSetusedbyaCostAllocationFlexfieldSegment,youmustdefineyourlistofvalidvaluesfortheValueSet.


4.DefineCostAllocationFlexfieldCrossValidationRules




5.DefineCostAllocationFlexfieldAliases





6.FreezeandCompileYourCostAllocationFlexfieldStructure

YouarenowreadytofreezeyourCostAllocationFlexfielddefinition.NavigatetotheDefineKeyFlexfieldSegmentswindow.EnterYesintheFreezeFlexfieldDefinitionfieldandsaveyourchanges.OracleHRMSnowfreezesandcompilesyourCostAllocationFlexfielddefinition.CompilingtheflexfielddefinitionenablestheCostAllocationFlexfieldwindowwiththedefaults,valuesandrulesthatyouhavedefined.


DefineDescriptiveFlexfieldsSee:

User Definable Descriptive Flexfields

Oracle Applications Flexfields Guide

Step7SpecifyDescriptiveFlexfieldContextsforAdditionalDetails

Use descriptive flexfields in Oracle HRMS to define your own additional fields to the standard windows. For example, if you want to record Driver's License Number for any person you can define a segment of the Additional Personal Details flexfield to record this additional information.

After this, you can enter a Driver's License Number in the Person window after the standard Personal details.

Warning:Thedescriptiveflexfieldisdefinedatthelevelofthebasetable.Thismeansthatanywindowwhichusesthebasetablewilldisplaythesamedescriptiveflexfieldsegments.Inthisexample,theDriver'sLicenseNumberwillappearintheContactwindow,aswellasthePersonwindow.

Before you begin to implement any descriptive flexfield you must clearly specify your requirements. You must include the following details:

o TheContextandthenumberofSegmentsforeachContext

o TheFlexfieldSegmentNames,OrderandValidationOptions

o TheFlexfieldValueSetstobeusedandanylistsofvalues



YoucandefinetwotypesofdescriptiveflexfieldSegments:

o GlobalSegments

Segmentsalwaysappearintheflexfieldwindow.

o ContextSensitiveSegments

Segmentsappearonlywhenadefinedcontextexists.Youcanpromptausertoenterthecontext,oryoucanprovidethecontextautomaticallyfromareferencefieldinthesameregion.

Suggestion:Oftenyoucanchoosebetweenusingacode,a'basetable'field,andafieldwhichcontainsameaningordescription.YoushouldalwaysusebasetablefieldsasreferencefieldsforContextSensitivesegments.Thesefieldsusuallyhavethesamenameasthecolumninthebasetable.

SomeoftheStandardReportssuppliedwiththesystemincludedescriptivesegmentvalues.Ifyoufollowthissuggestion,thesereportswillbeabletousethepromptsyoudefineotherwisetheywillapplyagenericprompttothedata.

Attention:IfyouwanttoincludedescriptiveflexfieldSegmentValuesinthelistofValuesforDateTrackHistoryyouwillneedtomodifytheDateTrackHistoryViewsthataresuppliedwiththesystem.

See:OracleHRMSTechnicalReferenceManual

Step8DefineDescriptiveFlexfields

The sequence which you follow to implement each descriptive flexfield is:

o RegisteranyfieldinthesameblockofthewindowastheContextReferenceField.Thisfieldwillsupplythecontextforanycontextsensitivesegments.

o DefineFlexfieldValuesSets

o DefineDescriptiveFlexfieldSegments

o DefineFlexfieldSegmentValues

o RuntheCreateDescriptiveFlexfieldsDatabaseItemsProcess

Thesubstepsthatfollowshowyouhowtoperformallthesesteps.1.RegisteraReferenceField



YoumustusetheApplicationDeveloperResponsibilitytoupdatethedefinitionofthedescriptiveflexfield.

Note:UsetheRegisterDescriptiveFlexfieldsform.

o Querytheflexfieldyouwanttoupdate.

o NavigatetotheReferenceFieldsblockandenterthenameoftheReferenceFieldyouwanttouse.

o Saveyourchoices.

Warning:Somedescriptiveflexfieldsarepredefinedandprotected.Theseareusedtodealwithspecificlegislativeandreportingneedsofindividualcountriesorindustries.Donotattempttoalterthedefinitionsoftheseprotectedflexfields.ThesedefinitionsareafundamentalpartofOracleHRMS.Anychangetothemmayleadtoerrorsintheoperatingofthesystem.

ItispossiblethatOracleHRMSwilluseothersegmentsoftheseflexfieldsinthefuture.Therefore,donotaddsegmentstoanyprotectedflexfield.Thiscanaffectyourabilitytoupgradeyoursysteminthefuture.

2.DefineFlexfieldValueSets


o TheattributesoftheValueSetwillcontrolthetypeofvaluesthatcanbeentered,andhowmanycharacterseachsegmentcanhold.

o TheattributesoftheValueSetwillalsocontrolhowthevaluesaretobevalidated.

Note:UsetheDefineValueSetform.Note:ValueSetscanbesharedbydifferentsegmentsofthesameflexfield,orbysegmentsofanyotherflexfield.

3.DefineDescriptiveFlexfieldSegments.

DefinethesegmentsofyourdescriptiveflexfieldforeachContext.

o UseGlobalContexttodefineanysegmentswhichwillalwaysappearintheflexfieldwindow.



o EnteryourownContextNametodefinesegmentswhichwillappearonlyforthatcontext.

Freezeandcompileyourdescriptiveflexfielddefinitions.Note:UsetheDefineDescriptiveFlexfieldSegmentsform.


Warning:Ifyoudefineasegmentas'Required',itwillberequiredforeveryrecordonthesystem.Therearetwocommonproblemsyoucanencounter:

Ifyoudefinea'Required'segmentafteryouhaveenteredrecords:Existingrecordswillnothaveanyvalueinthissegmentandthesystemwillpromptyouwithanerrorwhenyouqueryanexistingrecord.

Somedescriptiveflexfieldsareusedinmorethanoneblock.Forexample,any'Required'segmentsforAdditionalPersonalDetailsmustbeenteredforeveryEmployee,ApplicantorContact.

4.DefineFlexfieldSegmentValuesIfyouhavechosenIndependentvalidationforaValueSetusedbyadescriptiveflexfieldSegment,youmustdefinealistofvalidvaluesfortheValueSet.


5.RunCreateDescriptiveFlexfieldsDatabaseItemsProcess

WhenyouhavedefinedyourdescriptiveflexfieldsyoushouldruntheCreateDescriptiveFlexfieldsDatabaseItemsprocesstocreatedatabaseitemsforyournoncontextsensitivedescriptiveflexfieldsegments.

Oracle HRMS Setup Checklists

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