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Configuring Context Sensitive Extra Information Types (EITs)

Using Oracle Self-Service Human Resources


(R12.1.2)

An Oracle White Paper
November 2009






































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Table of Contents

1. Introduction.......................................................................................... 3
2. Release Level ........................................................................................ 3
3. References ............................................................................................. 3
4. Configuration for Context Sensitive EITs.................................. 3
4.1 Prerequisite ........................................................................................................ 3
4.2 Setup Steps in Oracle HRMS.......................................................................... 4
4.3 Setup Steps in Oracle Self-Service HR........................................................... 9
4.4 Real Time Execution....................................................................................... 11
5. Additional Setup in Oracle HRMS for using EITs in PUI
along with the Self-Service HR setup............................................... 14
































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1. Introduction

Flexfields provide the capability to capture unlimited amount of information based on an organizations
requirements. The flexfield segments can be auto-populated depending on other segments. The dependent
flexfield segments can be driven based on other independent flexfield segments. For example, when
information is entered in a segment of one flexfield, based on that information the context in dependent
flexfield can be set. Extra Information Types (EITs) are Descriptive Flexfields used to capture extra
information for Location, Organization, Job, Position, People and Assignments.


The configuration steps documented in this whitepaper describe how to set up context sensitive extra
information types in Oracle Self-Service Human Resources. The document also covers the steps to be
performed to continue using EITs in professional forms along with context sensitive EITs in Self-Service
HR. For illustration purpose, Extra Person Information EIT is used. The feature can be set up on any DFF
which has a dependent flexfield.


2. Release Level

Important: This document is meant for EBS HCM 12.1.2 and forward.



3. References

Refer to the following PDF guides on the Oracle Applications Documentation site:

http://www.oracle.com/technology/documentation/applications.html

Oracle Self-Service Human Resources Deploy Self-Service Capability Guide
Oracle HRMS Implementation Guide



4. Configuration for Context Sensitive EITs

Self-Service HR can be configured to support context sensitive EITs. This requires a set of steps to be
performed in Oracle HRMS as well as in Oracle Self-Service HR, the details of which are given below.

4.1 Prerequisite

1. Access to System Administrator responsibility
2. Access to HRMS Manager responsibility (Professional Forms)
3. Access to Employee/Manager Self-Service responsibility ( Personalization set up)

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4.2 Setup Steps in Oracle HRMS


4.2.1 Define context sensitive segments:


Navigation: System Administrator responsibility Application Flexfield Descriptive
Segments

1. Identify the independent flexfield ( For example, Extra Person Information)
2. Identify the context of the independent flexfield (For example,
PQH_ACADEMIC_RANK) to be referred by the dependent flexfield



3. Identify the segment of that context for which context sensitive segments of the
dependent flexfield need to be defined. Note the column for that segment
(PEI_INFORMATION1)


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4. From the Segments Summary, navigate to Value Set Edit Information

5. Note the LOOKUP_TYPE ( PQH_ACADEMIC_RANK)





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Navigation: Super HRMS Manager Responsibility People Other Definitions Lookup
Tables

6. Query the LOOKUP_TYPE ( PQH_ACADEMIC_RANK)




7. Note the context codes (Code) for the lookup values

8. Create corresponding codes in the dependent flexfield (Extra Person Info. Details)

9. The Synchronize with Reference Field check box should be checked. The value of reference
field should be of format :$PROFILES$.*<name> (Name can be any character)





















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10. Define the dependent flexfield segments for the context codes (Grade and Salary). These are the
context sensitive segments, which will be displayed when the user enters a value in the
independent flexfield segment for the context.



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11. Grade and Salary are the segments for the context code 03 with the name Instructor More Info
corresponding to the context code 03 for Instructor in the Lookup table for the Independent
flexfield segment (Refer Step #6)




12. Another example of segments defined for another context N corresponding to the segment in
independent flexfield
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4.3 Setup Steps in Oracle Self-Service HR
The next set of steps is to be done in Oracle Self-Service HR. Complete the following steps:.

Navigation: Employee Self-Service Extra Information Add/Update Page Personalize Page

13. Click Add ( If EITs already exist, click the Update or Add button)




14. Click Personalize Page to create flexmaps for the context reference
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15. Click Create Item for the property Flex: Developer Descrip...



16. Create flexmap items.

Format of Reference Value is as ${oa.<independent_context>.<column_name>}
Refer Step #2 and Step #3 for context code and column name

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18. Similarly, define flexmaps for other contexts as well. Name should match the name in the
reference field value :$PROFILES$.*<name> defined in Step #9.



17. Three flexmaps are defined in this example.




4.4 Real Time Execution


Steps #18 to #24 illustrate the end user interaction for the feature.

18. Employee navigates to the Extra Information function and enters a value of Lecturer for
Academic Rank and tabs out of the field. Note that the Context value field is null.

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19. The context value defaults to Lecturer More Info and the context sensitive segments Lecturer
Grade and Lecturer Salary are displayed.




20. User enters another value Instructor for Academic Rank and tabs out of the field.



21. Context value defaults to Instructor More Info and the context sensitive segments Instructor
Grade and Instructor Salary are displayed.

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22. User selects No for the Subject to Tenure Quota field.



23. For the context reference No the dependent flexfield segments Reason for No and Comments
for No are displayed






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24. Context sensitive segments are supported for free text input also. In the following example for
Comments field user enters free text HR Role and the context value defaults to the context set for
HR Role.



The above process enables context sensitive EITs in Self-Service HR.


5. Additional Setup in Oracle HRMS for using EITs in PUI
along with the Self-Service HR setup


25. To continue using EITs in PUI (Professional forms) once the above setup for context sensitive
EITs in Self-Service HR are completed, perform the following set of steps in Oracle HRMS.
Personalize the EIT form as follows. Personalization can be done either at the Form level or at
Function level. Personalization at the Form level is recommended.

26. Query a Person and navigate to the Extra Information form

Navigation: People -> Enter and Maintain Query A Person Others Extra Information

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27. From the Extra Information Form navigate to Help Diagnostics Custom Code
Personalize.


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28. Personalize the form as given below

Seq 1
Description Set Profile Step 1
Level Form
Trigger Event WHEN-NEW-FORM-INSTANCE




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29. Navigate to the Actions tab and enter the following


Seq 1
Type Builtin
Builtin Type Set Profile Value in Cache
Profile Name *<name> (*A in the example used above)
Profile Value leave the field blank

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30. Save the record and go to the next Seq row. Continue the setup as shown below

Seq 2
Description Set Profile Step 2
Level Form
Trigger Event WHEN-NEW-RECORD-INSTANCE
Trigger Object PIT



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31. Navigate to the Actions tab and enter the following information

Seq 1
Type Builtin
Builtin Type Set Profile Value in Cache
Profile Name *<name> (*A in the example used above)
Profile Value leave the field blank



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32. Save the record and go to next Seq row.

Seq 3
Description Set Profile Step 3
Level Form
Trigger Event WHEN-NEW-ITEM-INSTANCE
Trigger Object PEI.DF


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33. Go to Actions tab for Seq 3 and enter the following information.

Seq 1
Type Builtin
Builtin Type Set Profile Value in Cache
Profile Name *<name> (*A in the example used above)
Profile Value :Context Segment
(:PEI_INFORMATION1 in the example used above)




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34. Save the record. Close the Personalize form and the Extra Information form. Again navigate to
the Extra Information page. Enter a value for example Lecturer for Academic Rank and the
context sensitive segments are displayed.






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Configuring Context Sensitive Extra Information Types using Oracle Self-Service HR
November 2009
Author: Rosamma Sonia Varghese
Contributing Authors: Gyanesh Purohit, Kalyan Tithy

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