Oracle HRMS Workstructure Admin Guide2

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R12.x Oracle HRMS WorkStructures Fundamentals -Activity Guide UK

Activity Guide

D60565GC10

Edition 1.0

October 2010

D69205


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Copyright © 2007, 2010 Oracle. All rights reserved. Disclaimer

This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy andprint this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way.Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display,perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorizationof Oracle.

The information contained in this document is subject to change without notice. If you find any problems in the document, please

report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is notwarranted to be error-free.

Restricted Rights Notice

If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the UnitedStates Government, the following notice is applicable:

U.S. GOVERNMENT RIGHTSThe U.S. Government’s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restrictedby the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract.

Trademark Notice

Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respectiveowners.

Author

Gowri Arur

Technical Contributors and Reviewers

Leanne Wilborn

This book was published using: Oracle Tutor


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Copyright © Oracle 2010. All rights reserved.

R12.x Oracle HRMS Work Structures Fundamentals - Activity Guide UK Table of Contentsi

Table of Contents

R12.x Oracle HRMS Work Structures Fundamentals Activity Guide - UK..............................................1-1 R12.x Oracle HRMS Work Structures Fundamentals Activity Guide - UK ................................................1-3 Objectives ......................................................................................................................................................1-4

Overview of Enterprise Work Structures.......................................................................................................1-5 Understanding Work Structure Components 1..............................................................................................1-6 Understanding Work Structure Components 2..............................................................................................1-7 Understanding Work Structure Components 3..............................................................................................1-8 Setting Up Enterprise Work Structures .........................................................................................................1-9

Practice - Hiring Yourself into Vision Industries ......................................................................................1-10 Solution - Hiring Yourself into Vision Industries......................................................................................1-11

Defining Key Flexfields ................................................................................................................................1-13 Practice - Defining Value Sets...................................................................................................................1-14 Solution - Defining Value Sets ..................................................................................................................1-15 Practice - Defining Segment Values for Value Sets ..................................................................................1-19 Solution - Defining Segment Values for Value Sets..................................................................................1-20 Practice - Defining Position Flexfield .......................................................................................................1-27 Solution - Defining Position Key Flexfield ...............................................................................................1-28 Practice - Defining Job Key Flexfield .......................................................................................................1-30 Solution - Defining Job Key Flexfield.......................................................................................................1-31 Practice - Defining Grade Key Flexfield ...................................................................................................1-33 Solution - Defining Grade Key Flexfield...................................................................................................1-34 Practice - Defining Cost Allocation Key Flexfield....................................................................................1-36 Solution - Defining Cost Allocation Key Flexfield ...................................................................................1-37 Practice - Defining People Group Key Flexfield.......................................................................................1-39 Solution - Defining People Group Key Flexfield ......................................................................................1-40 Practice - Defining Personal Analysis Flexfield........................................................................................1-42 Solution - Defining Personal Analysis Key Flexfield................................................................................1-43 Practice - Defining Competence Flexfield.................................................................................................1-46 Solution - Defining Competence Key Flexfield ........................................................................................1-47

Creating a Business Group and User Access.................................................................................................1-49

Practice - Creating a Business Group ........................................................................................................1-50 Solution - Creating a Business Group........................................................................................................1-51 Practice - Granting Users Access to a Business Group..............................................................................1-54 Solution - Granting Users Access to a Business Group.............................................................................1-56 Practice - Testing Application User...........................................................................................................1-59 Solution - Testing Application User ..........................................................................................................1-60 Practice - Enabling Special Information Types .........................................................................................1-61 Solution - Enabling Special Information Types.........................................................................................1-62

Creating Locations.........................................................................................................................................1-63 Practice - Defining Locations ....................................................................................................................1-64 Solution - Defining Locations....................................................................................................................1-65

Creating Organizations..................................................................................................................................1-66 Practice - Updating the Business Group Information ................................................................................1-67

Solution - Updating the Business Group Information ...............................................................................1-68 Practice - Defining Additional Organizations............................................................................................1-70 Solution - Defining Additional Organizations...........................................................................................1-72 Practice - Defining an Organization Hierarchy..........................................................................................1-74 Solution - Defining an Organization Hierarchy.........................................................................................1-75

Representing Financial Reporting Structures ................................................................................................1-77 Guided Demonstration - Overview of Representing Financial Reporting Structures................................1-78

Representing Grades, Jobs and Positions ......................................................................................................1-85 Practice - Defining Grades.........................................................................................................................1-86


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R12.x Oracle HRMS Work Structures Fundamentals - Activity Guide UK Table of Contentsii

Solution - Defining Grades........................................................................................................................1-87 Practice - Defining Grade Rates ................................................................................................................1-88 Solution - Defining Grade Rates...............................................................................................................1-89 Practice - Defining Jobs.............................................................................................................................1-91 Solution - Defining Jobs............................................................................................................................1-92 Practice - Defining Work Choices for Jobs ...............................................................................................1-93 Solution - Defining Work Choices for Jobs...............................................................................................1-94 Practice - Defining Positions .....................................................................................................................1-95 Solution - Defining Positions.....................................................................................................................1-96

Position Hierarchies.......................................................................................................................................1-98 Practice - Defining a Position Hierarchy ...................................................................................................1-99 Solution - Defining a Position Hierarchy...................................................................................................1-100 Practice - Entering a New Employee in Your Business Group .................................................................1-103 Solution - Entering a New Employee in Your Business Group.................................................................1-104

Mass Move Updates ......................................................................................................................................1-106 Instructor Task - Entering Employees for Mass Move of Positions ..........................................................1-107 Guided Demonstration - Creating a Mass Move of Positions....................................................................1-109

Understanding Checklists ..............................................................................................................................1-111 Guided Demonstration - Setting Up Checklists.........................................................................................1-112

Setting Up Enterprise Work Structures Conclusion ......................................................................................1-116 Additional Practices and Guided Demonstrations .........................................................................................1-117

Practice - Reviewing Lookup Values ........................................................................................................1-118 Solution - Reviewing Lookup Values........................................................................................................1-119 Practice - Reviewing a Descriptive Flexfield Example .............................................................................1-120 Solution - Reviewing a Descriptive Flexfield Example.............................................................................1-121 Practice - Reviewing EIT Setup.................................................................................................................1-124 Solution - Reviewing EIT Setup................................................................................................................1-125 Guided Demonstration - Defining Assignment Statuses ...........................................................................1-126 Practice - Defining Person Types ..............................................................................................................1-128 Solution - Defining Person Types..............................................................................................................1-129 Guided Demonstration - Defining Organizations, Jobs and Positions through Configuration Workbench...................................................................................................................................................................1-130


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R12.x Oracle HRMS Work Structures Fundamentals - Activity Guide UK Table of Contentsiii

Preface

Profile

Before You Begin This Course

Before you begin this course, you should have the following qualifications:

• Thorough knowledge of Oracle Applications

• Working experience with procurement

Prerequisites

• Oracle Applications Foundations

How This Course Is Organized

R12.x Oracle HRMS Work Structures Fundamentals Ed 1 is an instructor-led course featuringlecture and hands-on exercises. Online demonstrations and written practice sessions reinforce theconcepts and skills introduced.


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R12.x Oracle HRMS Work Structures Fundamentals - Activity Guide UK Table of Contentsiv

Related Publications

Oracle Publications

Title Part Number

Oracle HRMS Implementation Guide E13513-03

Oracle Workforce Sourcing, Deployment, and Talent ManagementGuide

E13515-03

Oracle HRMS Enterprise and Workforce Management Guide E13511-03

Additional Publications

• System release bulletins

• Installation and user’s guides

• Read-me files

• International Oracle User’s Group (IOUG) articles

• Oracle Magazine


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R12.x Oracle HRMS Work Structures Fundamentals - Activity Guide UK Table of Contentsv

Typographic Conventions

Typographic Conventions in Text

Convention Element Example

Bold italic Glossary term (ifthere is a glossary)

The algorithm inserts the new key.

Caps andlowercase

Buttons,check boxes,triggers,windows

Click the Executable button.Select the Can’t Delete Card check box.Assign a When-Validate-Item trigger to the ORD block.Open the Master Schedule window.

Courier new,case sensitive(default islowercase)

Code output,directory names,filenames, passwords, pathnames,URLs,

user input,usernames

Code output: debug.set (‘I”, 300);

Directory: bin (DOS), $FMHOME (UNIX)

Filename: Locate the init.ora file.

Password: User tiger as your password.

Pathname: Open c:\my_docs\projects

URL: Go to http://www.oracle.com

User input: Enter 300

Username: Log on as scott

Initial cap Graphics labels(unless the term is a proper noun)

Customer address (but Oracle Payables)

Italic Emphasized wordsand phrases,titles of books andcourses,variables

Do not save changes to the database.For further information, see Oracle7 Server SQL Language Reference Manual.

Enter [email protected], where user_id is thename of the user.

Quotation

marks

Interface elements

with long namesthat have onlyinitial caps;lesson and chaptertitles in cross-references

Select “Include a reusable module component” and click Finish.

This subject is covered in Unit II, Lesson 3, “Working withObjects.”

Uppercase SQL columnnames, commands,functions, schemas,table names

Use the SELECT command to view information stored in theLAST_NAMEcolumn of the EMP table.

Arrow Menu paths Select File > Save.Brackets Key names Press [Enter].

Commas Key sequences Press and release keys one at a time:[Alternate], [F], [D]

Plus signs Key combinations Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del]


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R12.x Oracle HRMS Work Structures Fundamentals - Activity Guide UK Table of Contentsvi

Typographic Conventions in Code

Convention Element Example

Caps andlowercase

Oracle Formstriggers

When-Validate-Item

Lowercase Column names,table names

SELECT last_nameFROM s_emp;

Passwords DROP USER scottIDENTIFIED BY tiger;

PL/SQL objects OG_ACTIVATE_LAYER(OG_GET_LAYER (‘prod_pie_layer’))

Lowercaseitalic

Syntax variables CREATE ROLE role

Uppercase SQL commands andfunctions

SELECT useridFROM emp;

Typographic Conventions in Oracle Application Navigation Paths

This course uses simplified navigation paths, such as the following example, to direct youthrough Oracle Applications.

(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve

This simplified path translates to the following:

1. (N) From the Navigator window, select Invoice then Entry then Invoice BatchesSummary.

2. (M) From the menu, select Query then Find.

3. (B) Click the Approve button.

Notations:

(N) = Navigator

(M) = Menu

(T) = Tab

(B) = Button

(I) = Icon

(H) = Hyperlink

(ST) = Sub Tab


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R12.x Oracle HRMS Work Structures Fundamentals - Activity Guide UK Table of Contentsvii

Typographical Conventions in Oracle Application Help System Paths

This course uses a “navigation path” convention to represent actions you perform to find pertinent information in the Oracle Applications Help System.

The following help navigation path, for example—

(Help) General Ledger > Journals > Enter Journals

—represents the following sequence of actions:

1. In the navigation frame of the help system window, expand the General Ledger entry.

2. Under the General Ledger entry, expand Journals.

3. Under Journals, select Enter Journals.

4. Review the Enter Journals topic that appears in the document frame of the help system

window.


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R12.x Oracle HRMS Work Structures Fundamentals - Activity Guide UK Table of Contentsviii


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Copyright © Oracle, 2010. All rights reserved.

R12.x Oracle HRMS Work Structures Fundamentals Activity Guide - UKChapter 1 - Page 1

R12.x Oracle HRMS WorkStructures FundamentalsActivity Guide - UK

Chapter 1


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R12.x Oracle HRMS Work Structures Fundamentals ActivityGuide - UK


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Objectives


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Overview of Enterprise Work Structures

There are no Practices and Demonstrations in this Chapter.


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Understanding Work Structure Components 1



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Setting Up Enterprise Work Structures


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Practice - Hiring Yourself into Vision Industries

Overview

In this practice, you will create an employee in the Vision Industries business group and use this

employee throughout the class.

Assumptions

• You must have access to an Oracle Application Vision database or comparable trainingor test instance at your site on which to complete this practice.

• Replace xx in the practice with a unique identifier such as your initials or a number.(For instructor-led training classes, this number will be assigned to you.) This isnecessary in order to create unique records within the database when you are performing the practice.

Tasks

Signing on to the Personal Home Page

Use the following information to sign on to the Personal Home Page:

• Username: UKHRMS

• Password: WELCOME

• Responsibility: UK HRMS Manager

Entering a New Employee Using the People Window

Navigate to the People window and create an employee as on 01-JAN-2005. Enter the followinginformation for the employee:

• Address

• Contact

• Assignment


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Solution - Hiring Yourself into Vision Industries

Entering a New Employee Using the People Window

Responsibility = UK HRMS Manager

1. Log in as the UKHRMS/welcome user.

2. Navigate to the People window.

• (N) People > Enter and Maintain

The Find Person window appears.

3. Click the New button to enter a new record.

4. Click the Alter Effective Date icon.

5. Enter 01-JAN-2005 in the Effective Date field and click OK.

6. In the People window, enter the following information:

Field Value

Last xxWentworth

First Jo

Gender Female

Action Create Employment in the Action field and select Employee

in the Person Type for Action field.

NI Number XX234561A

Birth Date 21-FEB-1960

Note: An example of NI number is AA234561A. Students can replace XX in the class with theirinitials.

7. Save your work.

8. Click the Address button and select the Address field.

Field Name Value

Address Line 1 14 Wimbledon Road

Town London

Post Code SW15 7HL

County Greater London


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Type Home

Primary Checked

9. Save your work, and close the Address window.

10. Click the Assignment button.

11. In the Assignment window, ensure that the following details are available:

− Organization = Vision Industries

− Status = Active Assignment

− Assignment Number

12. Save your work.

13. Exit Oracle Applications.


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Defining Key Flexfields


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Practice - Defining Value Sets

Overview

Define the Value Sets that will be used for the various key flexfields. Value sets define the

attributes or for the values.

Assumptions


• Replace XX in the practice with a unique identifier such as your initials or a number.(For instructor-led training classes, this number will be assigned to you.) This isnecessary in order to create unique records within the database when you are performing the practice.

Tasks

Define value sets for:

− Job Key Flexfield

− Position Key Flexfield

− Grade Key Flexfield

− People Group Key Flexfield

− Personal Analysis Key Flexfield

− Competence Key Flexfield


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Solution - Defining Value Sets

1. Log in to Oracle Applications using hrms/welcome.

2. Navigate to the Value Set window using the System Administrator responsibility:

• (N) Application > Validation > Set

Defining Value Sets for the Job Key Flexfield

3. Define a new value set for Job Name segment using the following details:- Value Set Name: XXJob Name (where XX is your unique PC number)- Description: XXJob Name- List Type: List of Values (Default)- Security Type: No Security (Default)- Format Type: Char- Maximum Size: 20

- Validation Type: Independent (Default)

4. Save your work (Ctrl + S).

5. Place the cursor in the Value Set Name field and click the New Record Icon (+).

6. Define a new value set for the Job Code Segment using the following details:

- Value Set Name: XXJob Code (where XX is your unique PC number)- Description: XXJob Code- List Type: List of Values (Default)

- Security Type: No Security (Default)- Format Type: Char- Maximum Size 20- Validation Type: Dependent

7. Choose the Edit Information button to set up the dependency information in the DependentValue Set Information window.

8. In the Independent Value Set Region select:- Name: XXJob Name- Description: XXJob Name

9. In the Dependent Default Value Region enter:- Value: Disable- Description: No Value Required

10. Close the Dependent Value Set Information window. (Ctrl + F4).



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12. Place the cursor in the Value Set Name field and click the New Record Icon (+).

Defining a Value Set for the Position Key Flexfield

13. Define a new value set for the Region segment using the following details:

- Value Set Name: XXRegion (where XX is your unique PC number)- Description: XXRegion- List Type: List of Values (Default)- Security Type: No Security (Default)- Format Type: Char- Maximum Size 20- Validation Type: Independent

14. Save your work (Ctrl + S) and Click the New Record Icon (+).

Defining Value Sets for the Grade Key Flexfield

15. Define a new value set for the Grade Name segment using the following details:

- Value Set Name: XXGrade Name (where XX is your unique PC number)- Description: XXGrade Name- List Type: List of Values (Default)- Security Type: No Security (Default)- Format Type: Char- Maximum Size: 30- Validation Type: Independent


17. Define a new value set for the Grade Level segment using the following details:- Value Set Name: XXGrade Level (where XX is your unique PC number)- Description: XXGrade Level- List Type: List of Values (Default)- Security Type: No Security (Default)- Format Type: Char- Maximum Size: 2- Numbers Only Check this box- Min Value: 01- Max Value: 12- Validation Type: None


Defining Value Sets for the People Group Key Flexfield

19. Define a new value set for the Pension Group segment using the following details:- Value Set Name: XXPension Group (where XX is your unique PC number)


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- Description: XXPension Group- List Type: List of Values (Default)- Security Type: No Security (Default)- Format Type: Char- Maximum Size: 30- Validation Type: Independent


21. Click the New Record Icon (+).

Defining Value Sets for the Personal Analysis Key Flexfield

22. Define a new value set for the Car Make segment using the following details:- Value Set Name: XXCar Make (where XX is your unique PC number)- Description: XXCar Make- List Type: List of Values (Default)- Security Type: No Security (Default)

- Format Type: Char- Maximum Size: 15- Validation Type: Independent


24. Define a new value set for the Car Model segment using these values:- Value Set Name: XXCar Model (where XX is your unique PC number)- Description: XXCar Model- List Type: List of Values (Default)- Security Type: No Security (Default)

- Format Type: Char- Maximum Size: 15- Validation Type: Dependent


26. In the Independent Value Set Region select:- Name: XXCar Make- Description: XXCar Make

27. In the Dependent Default Value Region enter:

- Name: Any- Description: Any car model is acceptable

28. Close the Dependent Value Set Information window. (Ctrl + F4)



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Defining Value Sets for the Competence Key Flexfield

30. Define a new value set for the Skill segment using the following details:- Value Set Name: XXSkill (where XX is your unique PC number)- Description: XXSkill- List Type: List of Values (Default)- Security Type: No Security (Default)- Format Type: Char- Maximum Size: 25- Validation Type: Independent

31. Save your work (Ctrl + S)

32. Define a new value set for the Level segment using the following details:- Value Set Name: XXLevel (where XX is your unique PC number)- Description: XXLevel- List Type: List of Values (Default)- Security Type: No Security (Default)

- Format Type: Char- Maximum Size: 15- Validation Type: Dependent



35. In the Independent Value Set Region select:- Name: XXSkill

- Description: XXSkill

36. In the Dependent Default Value Region enter:- Name: None- Description: There is no level associated with this skill

37. Close the Dependent Value Set Information window.

38. Save your work (Ctrl + S) and Close the Value Sets window.


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Practice - Defining Segment Values for Value Sets

Overview

To provide list of values for the segment of the key flexfields, you need to define segment values

for Value Sets with validation type of Independent or Dependent.

Note: The Value Sets:

− Can be enabled or not

− Can be dated

− Are reusable elsewhere in the system

Assumptions



Tasks

In the practice, define segment values for value sets of:

− Job Key Flexfield

− Position Key Flexfield

−

Grade Key Flexfield− People Group Key Flexfield

− People Group Key Flexfield

− Personal Analysis Key Flexfield

− Competence Key Flexfield


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Solution - Defining Segment Values for Value Sets

Responsibility = System Administrator

Defining Segment Values for the Job Key Flexfield Value Set

1. Log on to Oracle Applications using hrms/welcome.

2. Navigate to the Segment Values window using the System Administrator responsibility:

• (N) Application > Validation > Values

3. From the Find Value Set window, in the Find Values By field, choose Value Set

4. In the Name field, choose XXJob Name

5. Select the Find button.

6. In the Values, Effective (Tab) region, enter the following information:

Values Description

XXPresident President

XXVice President Vice President

XXDirector Director

XXManager Manager

XX Consultant Consultant

XXAssociate Associate

7. Save your work.

8. Move your cursor back to the Name field (upper region) and click the Find icon.

Note: The Find Value Set window is displayed.

9. In the Name field, choose XXJob Code, choose the Find button.

10. The Independent Value of XXPresident is visible. In the Values region (‘Values, Effective’

tab), uncheck the Enabled flag for the default value, ‘Disable’.

11. Save your work.

Defining Segment Value for the Dependent Segment, XXVice President

12. Move your cursor to the Independent Value field and select the down arrow to move to thenext Independent Value of XXVice President.


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13. In the Values region (‘Value, Effective’ tab), uncheck the Enabled flag for the default value,‘Disable’.

14. Save your work.

Note: Cursor should be in the Values region (‘Value, Effective’ tab).

15. In a new line, enter the following information for Job Name XXVice President:

Values Description

xxExecutive Executive

xxSales Sales

16. Save your work.

17. Follow steps 11 – 15 for each Independent Value: XXDirector, XXManager, XXConsultant,

XXAssociate; Refer to the following table:

Values for

Job Name

Description for Job

Name

Values for Job Code Description for

Job Code

XXDirector Director xxExecutivexxSalesxxManufacturingxxAdmin

ExecutiveSalesManufacturingAdmin

XXManager Manager xxSalesxxManufacturing

xxAdmin

SalesManufacturing

AdminXXConsultant Consultant xxSales

xxProjectSalesProject

XXAssociate Associate xxSalesxxAdminxxManufacturing

SalesAdminManufacturing

18. When finished, move cursor back to the Value Set name field, and click the Find icon.

Defining Segment Values for the Position Key Flexfield Value Set


20. In the Name field, choose XXRegion.




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Values Description

xxLondon London

xxReading Reading

xxManchester Manchester

xxDublin Dublin



Defining Segment Values for the Grade Key Flexfield Value Set

25. From the Find Value Set window, in the Find Values By field, choose Value Set.

26. In the Name field, choose XXGrade Name.



Values Description

XXEXEC Executive

XXMGR Managerial

XXSA Sales

XXCL Clerical


30. When finished, move cursor back to the Value Set name field, and click the Find icon

Defining Segment Values for the People Group Key Flexfield


32. In the Name field, choose XXPension Group.




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Values Description

xxStake holder pension

Stake Holder Pension

xxAVC PensionScheme

AVC Pension Scheme

xxTeachers PensionScheme

Teachers PensionScheme


36. When finished, move cursor back to the Value Set name field, and click the Find icon


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Defining Segment Values for the Personal Analysis Key Flexfield Value Set


38. In the Name field, select xx Car Make and click Find.


Values Description

XXAudi Audi

XXMercedes Mercedes


Defining Segment Values for the Dependent Segment, XXAudi and XXMercedes

41. In the Name field, choose XXCar Model.

42. Choose the Find button.

43. The Independent Value of XXAudi is visible. In the Values region, uncheck the Enabledflag for the default value.

44. Save your work.

Note: Cursor should be in the Values region (‘Value, Effective’ tab).

45. In a new line, enter the following information:

Values Description

A4 A4

A6 A6

46. Save your work.

47. Place your cursor in the Independent Value field and use the down arrow to findXXMercedes.

48. Place your cursor in the Values, Effective region.

49. In a new line, enter the following information:

Values Description

C200 C200


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Values Description

E220 E220

50. Save your work.


Defining Segment Values for the Competence Key Flexfield Value Set


53. In the Name field, choose XXSkill.



Values Description

XXAnalysis Analysis

XXTechnical Technical

XXFunctional Functional




59. In the Name field, choose XXLevel.


61. The Independent Value of XXAnalysis is visible. In the Values region, uncheck the Enabledflag for the default value, None.

62. Save your work.

63. Add ALL the values and descriptions as given in the following table:

Values Description

1 Entry

2 Proficient

3 Expert


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64. Save your work (Ctrl + S). A note appears about requests submitted to compile value sethierarchies. Click OK.


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Practice - Defining Position Flexfield

Overview

In this practice, you will learn how to define the structure and segments for the Position key

flexfield for your business group. Before you can enter specific position names in HR, you needto define the structure of the position name. The Positions Key flexfield helps to define employeeroles within Oracle Human Resources. This Position Key Flexfield is owned by HumanResources

NOTE: You should verify that the Enabled and Displayed check boxes are checked as you entereach segment. This will ensure that it is available in the key flexfield structure when it is used inthe application.

Assumptions

•

You must have access to an Oracle Application Vision database or comparable trainingor test instance at your site on which to complete this practice.


Tasks

Create a position key flexfield structure with Position Name and Position Region segments.


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Solution - Defining Position Key Flexfield



2. Navigate to the Key Flexfield Segment window using the System Administrator responsibility:

• (N) Application > Flexfield > Key > Segments

3. Press F11 to enter the query.

4. In the Flexfield Title field, enter Position% to search for Position Flexfield.

5. Press CTRL+F11 to execute query.

Note: This retrieves all previously defined structures.

6. Click in an existing structure and choose the New icon from the menu bar.

7. In the Code Field, enter XXPOSITION_FF, then tab. (XX is your unique group id).

Note: The flexfield name automatically appears in the Title field.

8. Check the Allow Dynamic Inserts check box.


10. Choose the Segments button to add segments in the Segments Summary window.

11. Enter or select the following information for Segment 1:

− Number: 1 (this segment will appear first)

− Name: Position Name

− Window Prompt: Position Name (defaults from Name field- you can change)

− Column: SEGMENT1 (column in table to store value)

− Value Set: 30 Characters (provides the LOV for this segment)Note: This is seeded Oracle object.

12. Verify that the Enabled and Displayed check boxes are checked to ensure this segment is

available in the key flexfield structure.

13. Choose the Open button to open the Segments Detail window.

14. Uncheck the Required check box to make this field Optional when entering data.

15. Save your work (Ctrl + S), and close the Segments window to return to the SegmentsSummary window.


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16. In a new record, enter or select the following information for Segment 2:

− Number: 2 (this segment will appear second)

− Name: Position Region

− Window Prompt: Position Region (defaults from Name field)


− Value Set: XXRegion (provides the LOV for this segment)

17. Verify that the Enabled and Displayed check boxes are checked to ensure this segment isavailable in the key flexfield structure.

18. Select the Open button to open the Segments Detail window.


20. Save your work (Ctrl + S) and close the Segments Detail and Segments Summary windows.

21. Select the Freeze Flexfield Definition check box. Click OK to acknowledge the Cautionmessage.

22. Select the Compile button to compile your Position key flexfield structure. Click OK to bothCompile messages.

23. Close the Key Flexfield Segments window.


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Practice - Defining Job Key Flexfield

Overview

Key flexfields enable you to define the unique structure for your business entities such as jobs

and grades. Before you can enter specific job names in HR, you need to define the structure ofthe job name. In this practice, you define the structure for the Job key flexfield. The Job keyflexfield enables you to record the basic job details in your enterprise.

Assumptions


• Replace XX in the practice with a unique identifier such as your initials or a number.(For instructor-led training classes, this number will be assigned to you.) This is

necessary in order to create unique records within the database when you are performing the practice.

Tasks

Navigate to the Key Flexfield Segments window and define the XXJOB_FF code. Add the Job Name and Job Code segments.Defining Job Key Flexfield Structure.


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Solution - Defining Job Key Flexfield


1. Log in as hrms/welcome and use the System Administrator responsibility.

2. Navigate to the Key Flexfield Segments window using the System Administratorresponsibility:


3. Press F11 to enter the query

4. In the Flexfield Title field, enter %Job% to search for the Job Flexfield.

5. Press CTRL+F11 to execute the query. This retrieves all previously defined structures.


7. In the Code Field, enter XXJOB_FF, then tab. (XX is your unique group id). The flexfieldname automatically appears in the Title field.






− Name: Job Name

− Window Prompt: Job Name (defaults from the Name field-you can change)


− Value Set: XXJob Name (provides the LOV for this segment)







− Name: Job Code


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− Window Prompt: Job Code (defaults from the Name field-you can change)


− Value Set: XXJob Code (provides the LOV for this segment)






22. Select the Compile button to compile your Job key flexfield structure. Click OK to bothCompile messages.



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Practice - Defining Grade Key Flexfield

Overview

Key flexfields enable you to define the unique structure for your business entities such as grades

and jobs. Before you can enter specific grade names in HR, you need to define the structure ofthe grade name. In this practice, you define the structure segments for the Grade key flexfield asan example. The grade key flexfield enables you to record the grade details in your enterprise.

Assumptions


•

You must have access to an Oracle Application Vision database or comparable trainingor test instance at your site on which to complete this practice.

Tasks

Define the XXGRADE_FF grade structure with two segments Grade Name and Grade Level.


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Solution - Defining Grade Key Flexfield


1. Navigate to the Key Flexfield Segments window using the System Administrator

responsibility:


2. Press F11 to enter query.

3. In the Flexfield Title field, enter Grade% to search for the Grade Flexfield.

4. Press CTRL+F11 to execute query. This retrieves all previously defined structures.


6. In the Code Field, enter XXGRADE_FF, then tab. (XX is your unique group id). Theflexfield name automatically appears in the Title field.






− Name: Grade Name

− Window Prompt: Grade Name (defaults from Name field- you can change)


− Value Set: XXGrade Name (provides the LOV for this segment)







− Name: Grade Level

− Window Prompt: Grade Level (defaults from Name field)


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− Value Set: XXGrade Level






21. Select the Compile button to compile your Grade key flexfield structure. Click OK to bothCompile messages.



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Practice - Defining Cost Allocation Key Flexfield

Overview

Overview

The objective of this practice is to demonstrate how to define the Cost Allocation Key Flexfieldstructure/segments. This Cost Allocation Key Flexfield is owned by Payroll

Assumptions


• Replace XX in the practice with a unique identifier such as your initials or a number.(For instructor-led training classes, this number will be assigned to you.) This is

necessary in order to create unique records within the database when you are performing the practice.

Tasks

Defining the Cost Allocation Key Flexfield

Create a new Cost Allocation key flexfield structure with segments and flexfield qualifiers.


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Solution - Defining Cost Allocation Key Flexfield



2. Navigate to the Key Flexfield Segments window using the System Administratorresponsibility:



4. In the Flexfield Title field, enter Cost% to search for the Cost Allocation Flexfield.



7. In the Code Field, enter XXCOST_ALLOC_FF, then tab. (XX is your unique group id). Theflexfield name automatically appears in the Title field.




11. Add segments as given in the following table:

# Name Window

Prompt

Column Value Set Displayed Enabled Required

(B) Open

1 Company Company SEGMENT1 OperationsCompany

YesYes

No

2 CostCenter

CostCenter

SEGMENT2 OperationsDepartment

YesYes

No

3 Account Account SEGMENT3 OperationsAccount

YesYes

No

4 Sub-

Account

Sub-

Account

SEGMENT4 Operations

Sub-Account

Yes

Yes

No

5 Product Product SEGMENT5 OperationsProduct

YesYes

No

Note: To access the Required field you must click the Open button.


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Adding Flexfield Qualifiers

Note: For each segment, add the flexfield qualifiers. Cost Allocation Qualifiers tell thesystem which Segments will be displayed on which forms.

12. With the cursor on the Company segment, click the Flexfield Qualifers button. The FlexfieldQualifiers window opens.

13. Select the Enabled check box for the following qualifiers for the Company segment:

− Balancing

− Element

− Payroll

14. Add the flexfield qualifiers for the remaining segments as given in the following table:

# Name Assignment Balancing Element Element

Entry

Organization Payroll

2 CostCenter

X XX X

X

3 Account X X

4 Sub-Account

XX

5 Product X X



17. Select the Compile button to compile your Cost Allocation key flexfield structure. Click OKto both Compile messages.



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Practice - Defining People Group Key Flexfield

Key flexfields enable you to define the unique structure for your business entities such as jobs,grades, and people group. The People Group flexfield lets you add your own key information tothe Employee Assignment. In this practice, you will learn how to define a structure and segments

for the People Group key flexfield for your business group. This People Group Key Flexfield isowned by Payroll.


Assumptions



Tasks

Create a People Group flexfield structure with the following segments: Pension Group and Team Name.


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Solution - Defining People Group Key Flexfield



2. Navigate to the Key Flexfield Segments window using the System Administrator responsibility:



4. In the Flexfield Title field, enter People% to search for the People Group Flexfield.



7. In the Code Field, enter XXPEOPLE_GROUP_FF, then tab. (XX is your unique group id).The flexfield name automatically appears in the Title field.





− Number 1 (this segment will appear first)− Name Pension Group

− Window Prompt Pension Group (defaults from Name field- you can change)

− Column SEGMENT1 (column in table to store value)

− Value Set XXPension Group (provides the LOV for this segment)







− Name: Team Name


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− Window Prompt: Team Name (defaults from Name field- you can change)


− Value Set: Demo_HR_Teams (provides the LOV for this segment)






22. Select the Compile button to compile your People Group key flexfield structure. Click OKto both Compile messages.



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Practice - Defining Personal Analysis Flexfield

Key flexfields enable you to define the unique structure for your business entities such as jobs,grades, and personal analysis. The Personal Analysis Key Flexfield lets you add any number ofSpecial Information Types for people. In this practice, you will learn how to define a structure

and segments for the Personal Analysis key flexfield for your business group. This PersonalAnalysis Key Flexfield is owned by Human Resources


Assumptions



Tasks

Create a Personal Analysis Key flexfield structure with the following segments:

− Car Make

− Car Model

−

Registration− Lease Start Date


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Solution - Defining Personal Analysis Key Flexfield


1. Log into Oracle Applications using hrms/welcome.

2. Navigate to the Key Flexfield Segment window using the System Administratorresponsibility:



4. In the Flexfield Title field, enter Personal% to search for the Personal Analysis Flexfield.

5. Press CTRL+F11 to execute query.

Note: This retrieves all previously defined structures


7. In the Code Field, enter XXCOMPANY_CAR_FF, then tab. (XX is your unique group id).The flexfield name automatically appears in the Title field.






− Name: Car Make

− Window Prompt: Car Make (defaults from Name field- you can change)


− Value Set: XXCar Make (provides the LOV for this segment)







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− Name: Car Model

− Window Prompt: Car Model (defaults from Name field)


− Value Set: XXCar Model (provides the LOV for this segment)






− Number: 3 (this segment will appear third)

− Name: Registration

− Window Prompt: Registration (defaults from Name field)


− Value Set: 15 Characters (Oracle seeded value)






− Number: 4 (this segment will appear fourth)

− Name: Lease Start Date

− Window Prompt: Lease Start Date (defaults from Name field)


− Value Set: FND_DATE4_STANDARD (Oracle seeded value)






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32. Select the Compile button to compile your Personal Analysis key flexfield structure. ClickOK to both Compile messages.



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Practice - Defining Competence Flexfield

Overview

In this practice, you will learn how to define a structure and segments for the Competence key

flexfield for your enterprise. You use the Competence key flexfield when creating competenciesspecific to the enterprise.

Assumptions


• Replace XX in the practice with a unique identifier such as your initials or a number.(For instructor-led training classes, this number will be assigned to you.) This isnecessary in order to create unique records within the database when you are

performing the practice.

Tasks

Define a Competence Key flexfield structure with the Skill and Level segments.


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Solution - Defining Competence Key Flexfield



2. Navigate to the Key Flexfield Segment window using the System Administrator responsibility:



4. In the Flexfield Title field, enter Competence% to search for the Competence Flexfield.



7. In the Code Field, enter XXCOMPETENCE_FF, then tab. (XX is your unique group id).The flexfield name automatically appears in the Title field.





− Number: 1 (this segment will appear first)− Name: Skill

− Window Prompt: Skill (defaults from Name field- you can change)


− Value Set: XXSkill (provides the LOV for this segment)




15. Save your work.

16. Click the Flexfield Qualifiers button.

17. Check the Enabled check box for Default Attribute.


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− Name: Level

−

Window Prompt: Level (defaults from Name field- you can change)− Column: SEGMENT2 (column in table to store value)

− Value Set: XXLevel (provides the LOV for this segment)




23. Save your work.

24. Click the Flexfield Qualifiers button.

25. Check the Enabled check box for Others.



28. Select the Compile button to compile your Competence key flexfield structure. Click OK to both Compile messages.



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Creating a Business Group and User Access


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Practice - Creating a Business Group

Overview

This practice demonstrates how to create a business group to represent your legislation. You will

assign the flexfield structures defined in the previous practices to your business group.

Assumptions



Tasks

Create a UK Business Group

Use the following business scenario to create a business group:

xxVision Inc UK started business on January 1, 2005 in London. The warehouse in Londonsupplies high quality women’s and men’s shoes to all the other Vision locations. xxVision Shoes,located in Reading, is the parent company for xxVision Manchester in Manchester, xxVision inBirmingham, and xxVision East in Dublin.


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Solution - Creating a Business Group

Creating a UK Business Group

1. Log in to Oracle Applications using UKHRMS/welcome.

2. Navigate to the Organization window using the UK HRMS Manager responsibility:

• (N) Work Structures > Organization > Description

3. Click the New button from the Find Organization window.

4. Date Track to 01-JAN-2005 (even though Organization is not date tracked)

Defining Organization Information

5. Enter or select the following information:

− Name: XXVision Inc UK− Type: Corporate Headquarters

− From: 01-JAN-2005

− Location: (leave blank for now we will update later)

− Internal/External: Internal


Defining Business Group Information

7. In the Organization Classifications Region enter or select the following information:

− Name: Business Group− Enabled: Checked


9. Click the Others button.

10. Double-click the “*Business Group Info.” selection.

11. Click the field to open the window, enter the business group information.

12. In the Short Name field, enter XXVisIncUK.

13. In the Employee Number Generation field, choose Automatic.

14. In the Applicant Generation Number field, choose Automatic.

15. In the Contingent Worker Number Generation field, choose Automatic.

16. In the Grade Flexfield Structure field, choose XXGRADE_FF.


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17. In the Group Flexfield Structure field, choose XXPEOPLE_GROUP_FF.

18. In the Job Flexfield Structure field, choose XXJOB_FF.

19. In the Costing Flexfield Structure field, choose XXCOST_ALLOC_FF.

20. In the Position Flexfield Structure field, choose XXPOSITION_FF.

21. In the Competence Flexfield Structure field, choose XXCOMPETENCE_FF.

22. In the Legislation Code field, choose United Kingdom to determine the startup date you canaccess and the contents of some legislation-specific windows.

23. In the Currency field, choose GBP.

24. In the Fiscal Year Start field, choose 01-JAN-2005

25. Click OK to close the Business Group Info. window


27. Click OK to close the Additional Organization Information window.

Defining Budget Value Defaults

28. With cursor on the Business Group organization classifications name field, click the Others button

29. Double-click the “Budget Value Defaults” selection

30. Click the field to open the window, enter the following information:

31. In the Units field, choose Head Count

32. In the Value field, enter 1.00

33. Click OK to close the Budget Value Defaults window

34. Place cursor on a new row


36. In the Units field, choose Full Time Equivalent

37. In the Value field, enter 1.00

38. Click OK to close the Budget Value Defaults window



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Defining Work Day Information

41. With cursor on the Business Group organization classifications name field, click the Others button

42. Double-click the “Work Day Information” selection


44. In the Normal Start Time field, enter 09:00

45. In the Normal End Time field, enter 17:30

46. In the Working Hours field, enter 37.500

47. In the Frequency field, choose Week

48. Click OK to close the Work Day Information window



51. Close the Organization window.


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Practice - Granting Users Access to a Business Group

Overview

In this practice, you will learn how to grant users access to your UK business group. The security

model in Oracle HRMS means that you must grant a user access to a business group before youcan define any details within that business group.

Assumptions


• Replace XX in the practice with a unique identifier such as your initials or a number.(For instructor-led training classes, this number will be assigned to you.) This isnecessary in order to create unique records within the database when you are

performing the practice.

Tasks

Grant Users Access to a Business Group

To grant users access to your business group, you must complete the following tasks:

1. Create a new responsibility in the Responsibilities window using the following details:

Responsibility Name xx Super HRMS Manager (where xx represents your initials)

Application Human Resources

Available from Oracle Applications (to indicate that this responsibility isavailable from the PUI)

Data Group details Standard as Name and Human Resources as Application

Menu UK SHRMS Navigator

Request Group details UK SHRMS Reports & Processes as Name and HumanResources as Application

2. Set the following user profile options for the new responsibility in the System Profile Values

window:

• HR:Business Group

• HR:Security Profile

• HR:User Type


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3. Assign the new responsibility to an application user in the User window. Use the usernamewith which you logged in to the application.


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Solution - Granting Users Access to a Business Group

Defining a Responsibility



2. Navigate to the Responsibilities window using System Administrator responsibility:

• (N) Security > Responsibility > Define


− Responsibility Name: XX HRMS Manager

− Application: Human Resources

− Responsibility Key: XX1

− Description: XX HR and Payroll Super User

− Effective Date From: Accept default of today’s date

− Effective Date To: (leave blank)

− Available From: Oracle Applications (checked)

− Data Group Name: Standard

− Date Group Application: Human Resources

− Menu: UK SHRMS NAVIGATOR

− Request Group Name: UK HRMS Reports & Processes

− Request Group Application: Human Resources

4. Save your work (Ctrl + S) and close the Responsibilities window.

Defining an Application User

5. Navigate to the Users window using System Administrator responsibility:

• (N) Security > User > Define


− User Name: XXUSER ((where XX is your unique PC number)

− Password: student (then press tab)

− Password: student (to validate above entry then press tab)

− Description: enter your full name

− Person: xxWentworth, Jo

− Accept all other field defaults

7. Navigate to the Direct Responsibilities tab (Shift + Page Dn).

8. In the Responsibility field add (select) the following and accept all defaults:

Oracle HRMS Workstructure Admin Guide2

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Transcript of Oracle HRMS Workstructure Admin Guide2