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HR Implement - HRMS & Paroll PDF
HR Implement - HRMS & Paroll PDF
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April 2002
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Copyright © Oracle Corporation, 2002. All rights reserved.
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Author
Mark Rowe, Alison Crabbe, Juliette Fleming, Ruth Charles, Richard Sharp, Mike Laverty, John
Cafolla
e
One or Many Business Groups Reasons........................................................................................................3-9
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One or Many Business Groups Oracle HRMS ..............................................................................................3-10
One or Many Business Groups Options ........................................................................................................3-12
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Understanding Work Structure Components 2 ............................................................................................4-1
Understanding Work Structure Components 2 ..............................................................................................4-2
Locations .......................................................................................................................................................4-3
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Organizations.................................................................................................................................................4-4
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Organization Hierarchies ...............................................................................................................................4-5
Jobs and Positions..........................................................................................................................................4-7
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Using Jobs or Positions..................................................................................................................................4-8
Additional Information for Jobs and Positions ..............................................................................................4-10
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Jobs................................................................................................................................................................4-11
Job Key Flexfield ..........................................................................................................................................4-12
Positions ........................................................................................................................................................4-13
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Positions and Organizations ..........................................................................................................................4-14
Position Hierarchies.......................................................................................................................................4-15
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Position Key Flexfield ...................................................................................................................................4-16
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Security Based on Work Structures ...............................................................................................................4-17
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Understanding Work Structure Components 3 ............................................................................................5-1
Understanding Work Structure Components 3 ..............................................................................................5-2
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Grades............................................................................................................................................................5-3
Grade Key Flexfield ......................................................................................................................................5-4
Work Structures Grades and Pay ...................................................................................................................5-5
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Work Structures Grade Rates .......................................................................................................................5-6
Grade Steps and Progression Points ..............................................................................................................5-7
Pay Scales......................................................................................................................................................5-8
Payroll Groups for HR Users.........................................................................................................................5-9
People Groups ...............................................................................................................................................5-10
People Group Key Flexfield ..........................................................................................................................5-11
Defining Common Data...................................................................................................................................6-1
Defining Common Data.................................................................................................................................6-2
Topics ............................................................................................................................................................6-4
Module Overview ..........................................................................................................................................6-5
Defining Common Data.................................................................................................................................6-6
Flexfields Overview ......................................................................................................................................6-7
Key Flexfields in Oracle HRMS Special Considerations .............................................................................6-8
Standard Features ..........................................................................................................................................6-9
A Key Flexfield .............................................................................................................................................6-10
Cost Allocation and Flexfield Qualifiers Special Considerations.................................................................6-11
Soft-Coded Legislation Key Flexfield Special Considerations ....................................................................6-12
Bank Details Key Flexfield Special Considerations......................................................................................6-13
Steps for Defining a Key Flexfield Special Considerations ..........................................................................6-15
Practice: Configure the People Group Key Flexfield ...................................................................................6-16
Practice: Configure the Personal Analysis Flexfield ....................................................................................6-17
Defining Descriptive Flexfields .......................................................................................................................7-1
Defining Descriptive Flexfields.....................................................................................................................7-2
Descriptive Flexfields in Oracle HRMS Special Considerations .................................................................7-3
Standard Features ..........................................................................................................................................7-4
A Descriptive Flexfield .................................................................................................................................7-5
Descriptive Flexfields in Several Windows Special Considerations ............................................................7-7
Descriptive Flexfields and Business Groups .................................................................................................7-8
Descriptive Flexfields With Predefined Data ................................................................................................7-9
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Protected Descriptive Flexfields....................................................................................................................7-10
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Steps for Defining a Descriptive Flexfield Special Considerations..............................................................7-13
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Context Sensitive Descriptive Flexfields.......................................................................................................7-11
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Practice: Key and Descriptive Flexfields Overview .....................................................................................7-14
Extra Information Types in Oracle HRMS...................................................................................................8-1
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Extra Information Types in Oracle HRMS....................................................................................................8-2
Overview .......................................................................................................................................................8-3
Standard Features ..........................................................................................................................................8-6
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Extra Information Type Descriptive Flexfields .............................................................................................8-7
Using Extra Information or Special Information for People.........................................................................8-9
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Security..........................................................................................................................................................8-10
Steps for Registering Extra Information Types .............................................................................................8-11
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Practice: Extra Information Types.................................................................................................................8-12
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Defining Lookups and Values.........................................................................................................................9-1
Defining Lookups and Values .......................................................................................................................9-2
Overview .......................................................................................................................................................9-3
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User Access Levels........................................................................................................................................9-4
Practice: Define Lookup Types and Values...................................................................................................9-5
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Managing Currencies and Exchange Rates....................................................................................................9-6
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Overview .......................................................................................................................................................9-7
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Typical Requirements....................................................................................................................................9-8
Enabling Currencies in Oracle HRMS...........................................................................................................9-9
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Exchange Rates in Oracle HRMS..................................................................................................................9-11
Exchange Rate Variations..............................................................................................................................9-12
Steps to Enable Currencies ............................................................................................................................9-13
Currency Precision ........................................................................................................................................9-14
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Exchange Rates .............................................................................................................................................9-15
Practice: Define an Exchange Rate................................................................................................................9-16
Work Structures - Case Study........................................................................................................................9-17
Creating a Business Group .............................................................................................................................10-1
Setting up Business Groups, Locations, and Organizations ..........................................................................10-2
Topics ............................................................................................................................................................10-3
Module Overview ..........................................................................................................................................10-4
Creating a Business Group ............................................................................................................................10-5
Representing Your Enterprise........................................................................................................................10-6
The Business Group.......................................................................................................................................10-7
Sharing Information.......................................................................................................................................10-8
HR:Cross Business Group .............................................................................................................................10-9
Initial Tasks ...................................................................................................................................................10-10
Information Associated with a Business Group.............................................................................................10-12
Standard Information.....................................................................................................................................10-13
Standard Information (U.S. only) ..................................................................................................................10-14
Employee and Applicant Numbers ................................................................................................................10-15
Practice: Create a Business Group.................................................................................................................10-17
Practice: Grant User Access to a New Business Group.................................................................................10-18
Creating a Location .........................................................................................................................................11-1
Creating Locations.........................................................................................................................................11-2
Overview .......................................................................................................................................................11-3
Address Validation for US and Canada.........................................................................................................11-4
Closing Down a Location ..............................................................................................................................11-5
Practice: Create a Location............................................................................................................................11-6
Creating Organizations ..................................................................................................................................11-7
Overview .......................................................................................................................................................11-8
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Practice: Create an Organization ...................................................................................................................11-12
End Dates on Organizations ..........................................................................................................................11-13
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Deleting Organizations ..................................................................................................................................11-14
Creating Organization Hierarchies ................................................................................................................11-15
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Practice: Create an Organization Hierarchy ..................................................................................................11-16
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Practice: Assign an Employee to an Organization.........................................................................................11-17
Application Data Exchange ............................................................................................................................12-1
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Application Data Exchange ...........................................................................................................................12-2
Application Data Exchange (ADE) ...............................................................................................................12-3
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Three Modes of Working with ADE .............................................................................................................12-4
ADE in Applications Mode ...........................................................................................................................12-7
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Using ADE ....................................................................................................................................................12-10
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ADE Security.................................................................................................................................................12-11
ADE Styles and Views ..................................................................................................................................12-12
Practice: Using ADE .....................................................................................................................................12-14
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Representing Financial Reporting Structures...............................................................................................13-1
Representing Financial Reporting Structures ................................................................................................13-2
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Module Overview ..........................................................................................................................................13-3
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Parallel Reporting Structures HR and GL .....................................................................................................13-4
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Parallel Reporting Structures Similar but Not the Same................................................................................13-6
Integration It's Okay to Be Different! ............................................................................................................13-7
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Integration Understanding the Other Side .....................................................................................................13-8
Cost Allocation Key Flexfield .......................................................................................................................13-9
Multi-Orgs and Business Groups Similar but Not the Same ........................................................................13-10
Multi-Company and Multi-National Mapping Options .................................................................................13-12
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Mapping Options ...........................................................................................................................................13-13
Costing Considerations..................................................................................................................................13-14
Practice: Entering Cost Information ..............................................................................................................13-15
Representing Legal and Government Reporting Structures (US) ..............................................................14-1
Representing Legal and Government Reporting Structures (U.S.)................................................................14-2
Topics ............................................................................................................................................................14-3
Module Overview ..........................................................................................................................................14-4
Representing Legal and Government Reporting Structures (U.S.)................................................................14-6
Identifying GRE's ..........................................................................................................................................14-7
One Company - One Employer - One GRE...................................................................................................14-8
Many Employers - Many GREs ....................................................................................................................14-9
Multi-Establishment Hierarchies ...................................................................................................................14-10
Headquarters Hierarchy for Multi-Establishment Companies.......................................................................14-12
Headquarters for Multi-Establishment Companies........................................................................................14-14
Defining Organization Information for Government Mandated Reporting ..............................................15-1
Defining Organization Information for Government Mandated Reporting ...................................................15-2
Mandated Government Reports .....................................................................................................................15-3
Reporting Categories and Statuses ................................................................................................................15-4
Classifying Organizations as GREs...............................................................................................................15-5
Classifying Organizations as Reporting Establishments ...............................................................................15-6
Overriding Establishment Hierarchies...........................................................................................................15-7
Classifying an Organization as the Corporate Headquarters .........................................................................15-8
Setting Up Non-AAP Establishment Hierarchies ..........................................................................................15-9
AAP Reporting ..............................................................................................................................................15-10
AAP Establishment Hierarchies ....................................................................................................................15-11
EEO-1 Reporting Checklist ...........................................................................................................................15-12
AAP Reporting Checklist ..............................................................................................................................15-13
VETS-100 Reporting Checklist.....................................................................................................................15-14
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ADA Reporting .............................................................................................................................................15-15
ADA Requests for Accommodation .............................................................................................................15-16
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OSHA Recording Information.......................................................................................................................15-17
Practice Classifying HR Organizations .........................................................................................................15-18
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Representing Grades and their Relationship to Pay.....................................................................................16-1
Representing Grades and their Relationship to Pay.......................................................................................16-2
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Topics ............................................................................................................................................................16-3
Module Overview ..........................................................................................................................................16-4
Grades............................................................................................................................................................16-5
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Grade Key Flexfield ......................................................................................................................................16-6
Grade Key Flexfield Structure Simple or Complex.......................................................................................16-7
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Grade Key Flexfield Checklist ......................................................................................................................16-8
Practice: Define a Grade Structure ...............................................................................................................16-9
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Practice: Define Grades .................................................................................................................................16-10
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Defining Grade Rates and Pay Scales............................................................................................................16-11
Grades and Pay Direct or Indirect .................................................................................................................16-12
Grade Rates ...................................................................................................................................................16-13
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Practice: Define a Grade Rate Table.............................................................................................................16-14
Pay Scales......................................................................................................................................................16-15
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Pay Scale Characteristics...............................................................................................................................16-16
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Pay Scales......................................................................................................................................................16-17
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Pay Scale Checklist .......................................................................................................................................16-18
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Practice: Define a Pay Scale ..........................................................................................................................16-19
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Representing Jobs and Positions ....................................................................................................................17-1
Representing Jobs and Positions....................................................................................................................17-2
Topics ............................................................................................................................................................17-3
Module Overview ..........................................................................................................................................17-4
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Representing Jobs and Positions....................................................................................................................17-5
Jobs and Positions..........................................................................................................................................17-6
Using Jobs or Positions..................................................................................................................................17-7
Additional Information for Jobs and Positions ..............................................................................................17-8
Jobs................................................................................................................................................................17-9
Job Groups.....................................................................................................................................................17-10
Job Groups and Supplementary Roles ...........................................................................................................17-11
Job Key Flexfield ..........................................................................................................................................17-12
Job Key Flexfield Checklist...........................................................................................................................17-13
Job Key Flexfield Structure Simple or Complex...........................................................................................17-14
Practice: Define Job Structure and Jobs .......................................................................................................17-15
Practice:Create a Job Group ..........................................................................................................................17-16
Representing Positions ....................................................................................................................................18-1
Representing Positions ..................................................................................................................................18-2
Positions ........................................................................................................................................................18-3
Position Key Flexfield ...................................................................................................................................18-5
Key Flexfield Structure .................................................................................................................................18-7
Practice: Define Position Structure and Positions ........................................................................................18-9
Position Hiring Status Special Considerations ..............................................................................................18-10
Position Hierarchies ........................................................................................................................................19-1
Position Hierarchies.......................................................................................................................................19-2
Position Hierarchy - Example........................................................................................................................19-4
Defining and Changing Position Hierarchies ................................................................................................19-5
Hierarchy Diagrammers ................................................................................................................................19-6
Practice: Using the Graphical Diagrammers.................................................................................................19-7
Additional Information for Jobs and Positions ..............................................................................................19-8
Work Choices ................................................................................................................................................19-9
Practice: Entering Work Choice Information ..............................................................................................19-10
Changing Job and Position Definitions .........................................................................................................19-11
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Changing Definitions.....................................................................................................................................19-12
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Changing Details ...........................................................................................................................................19-13
Practice: Job and Position windows Demo...................................................................................................19-14
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Mass Move Updates.........................................................................................................................................20-1
Mass Move Updates ......................................................................................................................................20-2
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Overview .......................................................................................................................................................20-3
Reorganization...............................................................................................................................................20-4
Moving Assignments.....................................................................................................................................20-5
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Considerations Before a Mass Move .............................................................................................................20-6
Practice: Mass Moves....................................................................................................................................20-8
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Setting up Workers Compensation ................................................................................................................21-1
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Setting Up Workers Compensation (U.S.).....................................................................................................21-2
Module Overview ..........................................................................................................................................21-3
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WC Insurers...................................................................................................................................................21-4
WC Codes and Rates .....................................................................................................................................21-5
Workers' Compensation Liability ..................................................................................................................21-6
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Additional Elements/Modifications Required ...............................................................................................21-7
Practice: Workers Compensation Codes and Rates ......................................................................................21-8
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Work Structures ..............................................................................................................................................22-1
Work Structures.............................................................................................................................................22-2
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Modules .........................................................................................................................................................22-3
Summary........................................................................................................................................................22-4
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Defining Common Data Instructor Demonstrations and Practice Solutions .............................................23-1
Defining Common Data Instructor Demonstrations and Practice Solutions..................................................23-2
Instructor Demonstration...............................................................................................................................23-3
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Instructor Demonstration and Practice Solution ............................................................................................23-4
Instructor Demonstration...............................................................................................................................23-8
Instructor Demonstration and Practice Solution ............................................................................................23-9
Practice ..........................................................................................................................................................23-13
Practice Solution............................................................................................................................................23-14
Practice Questions .........................................................................................................................................23-15
Practice Solutions ..........................................................................................................................................23-16
Instructor Demonstration...............................................................................................................................23-17
Instructor Demonstration and Practice Solution ............................................................................................23-18
Instructor Demonstration...............................................................................................................................23-20
Instructor Demonstration and Practice Solution ............................................................................................23-21
Work Structures Case Study..........................................................................................................................23-22
Business Scenario Questions (US) ................................................................................................................23-26
Business Scenario (US) Solution...................................................................................................................23-27
Business Scenario Questions (UK)................................................................................................................23-28
Business Scenario (UK) Solution ..................................................................................................................23-29
Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
...........................................................................................................................................................................24-1
Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
.......................................................................................................................................................................24-2
Instructor Demonstration (US) ......................................................................................................................24-3
Instructor Demonstration and Practice Solution ............................................................................................24-4
Instructor Demonstration...............................................................................................................................24-6
Instructor Demonstration and Practice Solution ............................................................................................24-7
Instructor Demonstration...............................................................................................................................24-10
Instructor Demonstration and Practice Solution ............................................................................................24-11
Instructor Demonstration...............................................................................................................................24-12
Instructor Demonstration and Practice Solution ............................................................................................24-13
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Instructor Demonstration...............................................................................................................................24-15
Instructor Demonstration and Practice Solution ............................................................................................24-16
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Instructor Demonstration...............................................................................................................................24-18
Instructor Demonstration and Practice Solution ............................................................................................24-19
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Instructor Demonstration (UK)......................................................................................................................24-20
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Instructor Demonstration and Practice Solution ............................................................................................24-21
Instructor Demonstration...............................................................................................................................24-23
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Instructor Demonstration and Practice Solution ............................................................................................24-24
Instructor Demonstration...............................................................................................................................24-27
Instructor Demonstration and Practice Solution ............................................................................................24-28
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Instructor Demonstration...............................................................................................................................24-29
Instructor Demonstration and Practice Solution ............................................................................................24-30
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Instructor Demonstration...............................................................................................................................24-31
Instructor Demonstration and Practice Solution ............................................................................................24-32
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Instructor Demonstration...............................................................................................................................24-33
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Instructor Demonstration and Practice Solution ............................................................................................24-34
Instructor Demonstration...............................................................................................................................24-35
Representing Financial Reporting Structures Instructor Demonstrations and Practice Solutions .........25-1
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Representing Financial Reporting Structures Instructor Demonstrations and Practice Solutions .................25-2
Instructor Demonstration...............................................................................................................................25-3
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Representing Legal and Government Reporting Structures Instructor Demonstrations and Practice Solutions
...........................................................................................................................................................................26-1
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Representing Legal and Government Reporting Structures Instructor Demonstrations and Practice Solutions
.......................................................................................................................................................................26-2
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Instructor Demonstration...............................................................................................................................26-3
Instructor Demonstration and Practice Solution ............................................................................................26-4
Costing ..............................................................................................................................................................27-1
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Costing...........................................................................................................................................................27-2
Modules .........................................................................................................................................................27-3
Objectives ......................................................................................................................................................27-4
Setting Up the Cost Allocation Key Flexfield ................................................................................................28-1
Setting Up the Cost Allocation Key Flexfield ...............................................................................................28-2
Parallel Reporting Structures HR and GL .....................................................................................................28-3
Parallel Reporting Structures Similar but Not the Same................................................................................28-4
Costing in HRMS ..........................................................................................................................................28-5
The Oracle HRMS Costing Solution .............................................................................................................28-7
Cost Allocation Setup Headings and Levels..................................................................................................28-8
Cost Allocation Key Flexfield .......................................................................................................................28-9
Multi-Company and Multi-National Mapping Options .................................................................................28-10
Setting Up the Cost Allocation Key Flexfield ...............................................................................................28-11
Practice: Defining the Cost Allocation Key Flexfield ..................................................................................28-13
Allocating Cost Details ....................................................................................................................................29-1
Allocating Cost Details..................................................................................................................................29-2
Mapping Cost Segments to GL Segments .....................................................................................................29-3
Cost Allocation Entry Levels.........................................................................................................................29-5
Suspense Codes and Balancing Values .........................................................................................................29-6
Costable Types on Element Links .................................................................................................................29-7
Payroll Level Costs Special Factors ..............................................................................................................29-8
Element Link Level Special Factors..............................................................................................................29-9
Element Link Level Special Factors for Benefits .........................................................................................29-10
Assignment Level Special Factors................................................................................................................29-11
Element Entry Level Special Factors............................................................................................................29-12
Payroll Processing Processing Overview ......................................................................................................29-13
Costing Processes in Oracle Payroll ..............................................................................................................29-14
Demonstration: Entering Cost Details ...........................................................................................................29-15
Costing Tax Information (UK) .......................................................................................................................30-1
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Costing Tax Information (UK) ......................................................................................................................30-2
Tax Considerations Costing All Taxes by Tax Type.....................................................................................30-3
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Costing Tax Information (US)........................................................................................................................31-1
Costing Tax Information (US).......................................................................................................................31-2
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Tax Considerations Costing All Taxes by Tax Type.....................................................................................31-3
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Costing State and Local Taxes by Jurisdiction ..............................................................................................31-4
Costing ..............................................................................................................................................................32-1
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Costing...........................................................................................................................................................32-2
Summary........................................................................................................................................................32-3
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Costing - Instructor Demonstrations and Practice Solutions ......................................................................33-1
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Instructor Demonstration and Practice ..........................................................................................................33-2
Instructor Demonstration and Practice Solution ............................................................................................33-5
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Instructor Demonstration...............................................................................................................................33-9
Modeling the Employment Relationship .......................................................................................................34-1
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Modeling the Employment Relationship .......................................................................................................34-2
Objectives ......................................................................................................................................................34-3
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Modules .........................................................................................................................................................34-4
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Introducing Employment Relationships........................................................................................................35-1
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Introducing Employment Relationships ........................................................................................................35-2
Topics ............................................................................................................................................................35-3
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Introducing Employment Relationships ........................................................................................................35-4
Overview .......................................................................................................................................................35-5
Integrated Business Processes for HR Management......................................................................................35-6
Hiring and Deploying People ........................................................................................................................35-7
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Entering and Changing Personal Information................................................................................................35-8
Identifying Employees...................................................................................................................................35-10
Person Types .................................................................................................................................................35-11
Addresses for Employees ..............................................................................................................................35-12
Personal Development and Deployment Options ..........................................................................................35-13
Displaying Personal Information...................................................................................................................35-15
Modeling the Employment Relationship .......................................................................................................36-1
Modeling the Employment Relationship .......................................................................................................36-2
Employment Relationship and Work Related Information...........................................................................36-4
Employment Relationships and Assignments...............................................................................................36-5
Assignments in Oracle HRMS.......................................................................................................................36-6
Employees and Assignments .........................................................................................................................36-7
Single Assignments in Oracle HRMS ...........................................................................................................36-8
Employees and Assignments .........................................................................................................................36-9
Periods of Service and Multiple Assignments ...............................................................................................36-10
Assignment Statuses ......................................................................................................................................36-13
Tracking Changes to an Assignment .............................................................................................................36-14
Ending Assignments ......................................................................................................................................36-15
Terminating Employees.................................................................................................................................36-16
Employees and Assignments .........................................................................................................................36-17
Representing the Workforce...........................................................................................................................37-1
Representing the Workforce ..........................................................................................................................37-2
Topics ............................................................................................................................................................37-3
Module Overview ..........................................................................................................................................37-4
Representing the Workforce ..........................................................................................................................37-5
Person Types Overview.................................................................................................................................37-6
System and User Person Types......................................................................................................................37-7
Predefined System and User Person Types ...................................................................................................37-10
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Person Types for Benefits..............................................................................................................................37-11
Benefits User Person Types...........................................................................................................................37-12
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Defining Collective Agreements, Bargaining Units and Contracts ...............................................................38-2
Overview .......................................................................................................................................................38-3
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Bargaining Units............................................................................................................................................38-4
Bargaining unit ..............................................................................................................................................38-5
Practice: Defining Bargaining Units..............................................................................................................38-6
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Collective Agreements ..................................................................................................................................38-7
Defining Collective Agreements ...................................................................................................................38-9
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Collective Agreement Grades........................................................................................................................38-10
Practice: Define Bargaining Unit and Employer ...........................................................................................38-11
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Practice: Define Collective Agreements........................................................................................................38-12
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Contracts........................................................................................................................................................38-13
Contract Statuses ...........................................................................................................................................38-15
Generating and Printing Contracts.................................................................................................................38-16
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Practice: Enter Contract Details.....................................................................................................................38-17
Defining Employee Assignment Statuses .......................................................................................................39-1
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Defining Employee Assignment Statuses......................................................................................................39-2
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Overview .......................................................................................................................................................39-3
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Assignment Statuses ......................................................................................................................................39-5
Primary Assignment Statuses ........................................................................................................................39-7
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Secondary Assignment Statuses ....................................................................................................................39-10
Practice: Define Assignment Statuses ...........................................................................................................39-12
Defining the People Group Flexfield..............................................................................................................40-1
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Defining the People Group Key Flexfield .....................................................................................................40-2
Employment Groups......................................................................................................................................40-3
People Group Key Flexfield ..........................................................................................................................40-5
System Definitions ........................................................................................................................................40-6
Making People Group Segments Required....................................................................................................40-9
Practice: People Group Key Flexfield ...........................................................................................................40-11
Managing Employee Information ..................................................................................................................41-1
Managing Employment Information .............................................................................................................41-2
Topics ............................................................................................................................................................41-3
Overview .......................................................................................................................................................41-4
Managing Employee Information..................................................................................................................41-5
Entering Personal Information for a New Person ..........................................................................................41-6
Practice: Hire a New Employee.....................................................................................................................41-10
Supplementary Roles.....................................................................................................................................41-11
People Management Templates .....................................................................................................................41-12
Headcount Report Set....................................................................................................................................41-14
Managing the Employee Assignment.............................................................................................................42-1
Managing the Employee Assignment ............................................................................................................42-2
Changing Assignment Information................................................................................................................42-3
Practice: Promote an Employee.....................................................................................................................42-5
Multiple Assignments for an Employee ........................................................................................................42-6
Practice: Enter a Second Assignment ............................................................................................................42-7
Changing a Secondary Assignment into the Primary Assignment ................................................................42-8
Practice: Changing the Primary Assignment .................................................................................................42-10
Mass Update of Assignments ........................................................................................................................42-11
Demo: Mass Assignment Update ..................................................................................................................42-12
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Occupational Health........................................................................................................................................43-1
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Occupational Health ......................................................................................................................................43-2
Medical Assessments, Disabilities and Work Incidents ................................................................................43-3
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Medical Assessments.....................................................................................................................................43-4
Work Incidents ..............................................................................................................................................43-5
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Disabilities.....................................................................................................................................................43-6
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Practice: Enter Disability Information...........................................................................................................43-7
Terminating and Re-hiring an Employee ......................................................................................................44-1
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Terminating and Rehiring an Employee ........................................................................................................44-2
Topics ............................................................................................................................................................44-3
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Terminating and Rehiring an Employee ........................................................................................................44-4
Terminating Employment..............................................................................................................................44-5
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Overview .......................................................................................................................................................44-7
Termination Dates .........................................................................................................................................44-8
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Practice: Terminating Employment ...............................................................................................................44-9
Terminating a Single Assignment .................................................................................................................44-10
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Practice: Terminating One Assignment.........................................................................................................44-11
Cancel Termination Or Rehire.......................................................................................................................44-12
Cancel Termination .......................................................................................................................................44-13
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Rehire ............................................................................................................................................................44-14
Practice: Cancelling a Termination................................................................................................................44-15
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Practice: Rehire an Employee........................................................................................................................44-16
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Modeling the Employment Relationship .......................................................................................................45-1
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Modeling the Employment Relationship .......................................................................................................45-2
Summary........................................................................................................................................................45-3
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Representing the Workforce Instructor Demonstrations and Practice Solutions .....................................46-1
Instructor Demonstration...............................................................................................................................46-2
Instructor Demonstration and Practice Solution ............................................................................................46-3
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Instructor Demonstration...............................................................................................................................46-4
Instructor Demonstration and Practice Solution ............................................................................................46-5
Instructor Demonstration...............................................................................................................................46-6
Instructor Demonstration and Practice Solution ............................................................................................46-7
Instructor Demonstration...............................................................................................................................46-8
Instructor Demonstration and Practice Solution ............................................................................................46-9
Instructor Demonstration...............................................................................................................................46-10
Instructor Demonstration and Practice Solution ............................................................................................46-12
Instructor Demonstration...............................................................................................................................46-13
Instructor Demonstration and Practice Solution ............................................................................................46-14
Managing Employment Information Instructor Demonstrations and Practice Solutions ........................47-1
Instructor Demonstration...............................................................................................................................47-2
Instructor Demonstration and Practice Solution ............................................................................................47-3
Instructor Demonstration and Practice Solution ............................................................................................47-6
Instructor Demonstration and Practice Solution ............................................................................................47-7
Terminating and Rehiring an Employee Instructor Demonstrations and Practice Solutions ..................48-1
Instructor Demonstration...............................................................................................................................48-2
Instructor Demonstration and Practice Solution ............................................................................................48-3
Instructor Demonstration...............................................................................................................................48-4
Introduction to Compensation and Benefits..................................................................................................49-1
Introduction to Compensation and Benefits ..................................................................................................49-2
Objectives ......................................................................................................................................................49-3
Total Compensation Framework ...................................................................................................................49-4
Oracle HRMS The Basic Information Model................................................................................................49-5
Total Compensation.......................................................................................................................................49-6
Total Compensation Framework Attract - Retain - Motivate ........................................................................49-7
Total Compensation Framework in Oracle HRMS .......................................................................................49-8
Total Compensation Framework ...................................................................................................................49-9
Specific Business Functions Not Just the Framework ...................................................................................49-11
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Basic, Standard, or Advanced Benefits 3 Levels of Functionality ................................................................49-12
Administer, Calculate, Pay Payroll Processing.............................................................................................49-13
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Oracle Payroll Process Overview ..................................................................................................................49-14
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Payroll Gross to Net ......................................................................................................................................49-15
Oracle Payroll Process Overview ..................................................................................................................49-16
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Oracle Payroll Prepayments and Payments ...................................................................................................49-17
Oracle Payroll What About Adjustments?.....................................................................................................49-18
Oracle Payroll Process Overview ..................................................................................................................49-19
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Time Management.........................................................................................................................................49-20
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Overview of Benefits Management ................................................................................................................50-1
Overview of Benefits Management ...............................................................................................................50-2
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Benefits Management Overview ...................................................................................................................50-3
Plan Design....................................................................................................................................................50-4
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Plan Types Supported....................................................................................................................................50-5
Participation Management .............................................................................................................................50-6
Enrollment Management ...............................................................................................................................50-7
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Contribution Management .............................................................................................................................50-8
Distribution Management ..............................................................................................................................50-9
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Eligibility Profiles Reusable Definitions .......................................................................................................50-10
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Life Event Management Advanced Benefits ................................................................................................50-11
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Standard Processes in Oracle HR ..................................................................................................................50-12
Standard Processes in Oracle HR (US)..........................................................................................................50-13
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Advanced Benefits Processes ........................................................................................................................50-14
Life Event Management ................................................................................................................................50-15
Life Event Management Processes ................................................................................................................50-16
Eligibility Management Processes.................................................................................................................50-17
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Enrollment Cycle Automation Processes ......................................................................................................50-18
Elements in Oracle HRMS..............................................................................................................................51-1
Elements in Oracle HRMS ............................................................................................................................51-2
Earnings, Deductions & Benefits ..................................................................................................................51-3
Elements in Oracle HRMS The Building Blocks ..........................................................................................51-4
How it works - 1 Define Elements ...............................................................................................................51-6
Defining Elements Key Attributes.................................................................................................................51-7
Recurring and Nonrecurring Types of Element.............................................................................................51-8
How it works - 2 Define Links ......................................................................................................................51-9
Element Links................................................................................................................................................51-10
Element Links Basic Eligibility Rules For Elements ....................................................................................51-11
How it works - 3 Enter Values ......................................................................................................................51-12
How it works - 4 Benefits Administration.....................................................................................................51-13
Element Entries and Processing.....................................................................................................................51-14
How it works - 5 Payroll Processing ............................................................................................................51-15
Predefined Elements ......................................................................................................................................51-17
Total Compensation Elements for Payroll (US)............................................................................................52-1
Total Compensation Elements Setup for Payroll (US) .................................................................................52-2
Objectives ......................................................................................................................................................52-3
Introduction ...................................................................................................................................................52-4
Earnings, Deductions, & Benefits .................................................................................................................52-5
Elements, Formulas, and Balances ................................................................................................................52-6
Designing Elements.......................................................................................................................................52-7
Understanding Element Classifications .........................................................................................................53-1
Understanding Element Classifications .........................................................................................................53-2
Element Classifications Overview.................................................................................................................53-3
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Primary Classifications..................................................................................................................................53-4
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Secondary Classifications..............................................................................................................................53-7
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Predefined Secondary Classifications............................................................................................................53-8
Balance Feeds and Element Classifications...................................................................................................53-9
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Defining Elements............................................................................................................................................54-1
Defining Elements .........................................................................................................................................54-2
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Elements in Oracle HRMS Common Building Blocks.................................................................................54-3
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Defining Elements .........................................................................................................................................54-4
Three Steps to Set Up an Element .................................................................................................................54-5
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Element Definitions.......................................................................................................................................54-6
Processing Priority.........................................................................................................................................54-7
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Recurring and Nonrecurring Element Types .................................................................................................54-8
Comparing Recurring and Nonrecurring Types ............................................................................................54-9
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Other Processing Options ..............................................................................................................................54-10
Termination Processing Rules .......................................................................................................................54-11
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Input and Output Currencies..........................................................................................................................54-12
Elements and Input Values ............................................................................................................................54-13
Input Value Example .....................................................................................................................................54-14
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Processing Input Values ................................................................................................................................54-15
Pay Value.......................................................................................................................................................54-16
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Using the Pay Value ......................................................................................................................................54-17
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Practice: Defining Elements ..........................................................................................................................54-18
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Initiating Earnings and Deductions ...............................................................................................................55-1
Initiating Earnings and Deductions................................................................................................................55-2
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Predefined Earning Types..............................................................................................................................55-3
Hours Worked and Non-Worked Hours ........................................................................................................55-4
Initiating Earnings and Deductions................................................................................................................55-5
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Generated Components..................................................................................................................................55-6
Initiating an Earnings Type ...........................................................................................................................55-12
Earnings by Hourly Rate ...............................................................................................................................55-13
Practice Initiating an Earnings Type..............................................................................................................55-14
Initiating a Deduction ....................................................................................................................................55-15
Start Rules .....................................................................................................................................................55-16
Stop Rules......................................................................................................................................................55-17
Amount Rules................................................................................................................................................55-18
Practice Initiating a Deduction ......................................................................................................................55-19
Configuring Generated Components .............................................................................................................55-20
Controlling the Frequency of Processing an Element ..................................................................................56-1
Controlling the Frequency of Processing an Element....................................................................................56-2
Overview .......................................................................................................................................................56-3
Frequency Rules ............................................................................................................................................56-4
Practice Defining Frequency Rules ...............................................................................................................56-5
Skip Rule Formulas .......................................................................................................................................56-6
Practice Writing a Skip Rule Formula...........................................................................................................56-7
Controlling Eligibility and Costing for Elements .........................................................................................57-1
Element Links................................................................................................................................................57-3
Element Links Basic Eligibility Rules For Elements ....................................................................................57-4
Multiple Eligibility Rules ..............................................................................................................................57-5
Changes to Assignment Impact on Entries ....................................................................................................57-6
Element Links and Costing Rules..................................................................................................................57-7
Eligibility Profiles in Standard and Advanced Benefits ................................................................................57-8
Benefit Element Links ...................................................................................................................................57-9
Practice Creating an Element Link ................................................................................................................57-10
Planning Methods of Entry.............................................................................................................................58-1
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Planning Methods of Entry............................................................................................................................58-2
Element Entry Method Types........................................................................................................................58-3
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Automatic Entry of Elements ........................................................................................................................58-4
Batch Element Entry BEE ............................................................................................................................58-5
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BEE Examples...............................................................................................................................................58-7
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Manual Entry of Elements .............................................................................................................................58-8
Salary Administration Window .....................................................................................................................58-9
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Absence Detail Window................................................................................................................................58-10
Practice Making an Element Entry ................................................................................................................58-11
Security in Element Entries Windows ...........................................................................................................58-12
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Controlling Element Entry Values.................................................................................................................59-1
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Controlling Element Entry Values.................................................................................................................59-2
Overview .......................................................................................................................................................59-3
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Defaults .........................................................................................................................................................59-4
Default Entries on Links................................................................................................................................59-5
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Hot Default ....................................................................................................................................................59-6
Practice Defining Limits on Entry Values .....................................................................................................59-7
Formula Validation........................................................................................................................................59-8
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Example Validation Formula.........................................................................................................................59-9
Formula Validation........................................................................................................................................59-10
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Practice Defining Formula Rules on Entry Values........................................................................................59-11
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Writing Formulas ............................................................................................................................................60-1
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Writing Formulas...........................................................................................................................................60-2
Types of Formulas .........................................................................................................................................60-3
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Writing Formulas...........................................................................................................................................60-4
Input Values from Elements Inputs are … ...................................................................................................60-5
Easy Access to Data in Formulas ..................................................................................................................60-6
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Easy to Return Formula Results ....................................................................................................................60-7
Formula Statements .......................................................................................................................................60-8
Element Input Values ....................................................................................................................................60-9
Inputs Statement ............................................................................................................................................60-10
Multiple Input Values....................................................................................................................................60-12
Setting Default Values...................................................................................................................................60-13
Checking Default Values...............................................................................................................................60-14
Types of Input................................................................................................................................................60-15
Database Items...............................................................................................................................................60-16
Global Values ................................................................................................................................................60-17
Aliases ...........................................................................................................................................................60-18
IF Statement...................................................................................................................................................60-19
The Return Statement ....................................................................................................................................60-20
Returned Results............................................................................................................................................60-21
Functions .......................................................................................................................................................60-22
Functions Example ........................................................................................................................................60-23
Practice Writing a Formula............................................................................................................................60-24
Defining Formula Results and Processing Rules ..........................................................................................61-1
Overview .......................................................................................................................................................61-3
Formula Processing Rules .............................................................................................................................61-4
Formula Result Types....................................................................................................................................61-6
Practice: Creating Formula Rules ..................................................................................................................61-8
Understanding Payroll Balances ....................................................................................................................62-1
Understanding Payroll Balances....................................................................................................................62-2
Overview .......................................................................................................................................................62-3
Balances.........................................................................................................................................................62-4
Balance Feeds................................................................................................................................................62-5
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Accessing a Balance in a Formula.................................................................................................................62-9
Defining Balances Feeds ...............................................................................................................................62-10
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Defining Feeds Using Element Classifications..............................................................................................62-11
Creating Individual Balance Feeds ................................................................................................................62-12
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Defining Balance Feeds.................................................................................................................................62-13
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Practice: Defining a Balance .........................................................................................................................62-14
Design Methodology ........................................................................................................................................63-1
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Design Methodology .....................................................................................................................................63-2
Designing Elements and Formulas ................................................................................................................63-3
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Overview .......................................................................................................................................................63-4
Representing An Element and Formula A Simple Example.........................................................................63-5
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Represent Elements and Formula Results See The Whole Picture...............................................................63-6
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Represent Formula Calculations Flowcharts .................................................................................................63-7
Where Do I Start? Begin at the End ..............................................................................................................63-8
Inputs, Outputs and Calculations...................................................................................................................63-9
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Example Design for Payroll Overtime...........................................................................................................63-10
Example Design for Payroll Define Requirements and Make Decisions ......................................................63-11
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Example Design DT - Double Overtime .......................................................................................................63-12
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Example Design for Payroll STO - Straight Overtime ..................................................................................63-13
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Straight Overtime- Details.............................................................................................................................63-14
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Example Design Premium OT - Premium Overtime .....................................................................................63-15
Premium Overtime - Details..........................................................................................................................63-16
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Setup Steps When you know what you want to do........................................................................................63-17
Module Summary ..........................................................................................................................................63-18
Total Compensation Elements for Payroll (US) - Instructor Demoinstrations and Practice Solutions ...64-1
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Practice: Defining Elements ..........................................................................................................................64-2
Solution: Defining Elements..........................................................................................................................64-3
Practice: Initiating an Earnings Type.............................................................................................................64-4
Solution: Initiating an Earnings Type............................................................................................................64-5
Practice: Initiating a Deduction .....................................................................................................................64-9
Solution: Initiating a Deduction.....................................................................................................................64-10
Practice: Defining Frequency Rules ..............................................................................................................64-14
Solution: Defining Frequency Rules..............................................................................................................64-15
Practice: Writing a Skip Rule Formula..........................................................................................................64-16
Solution: Writing a Skip Rule Formula .........................................................................................................64-17
Practice: Creating an Element Link ...............................................................................................................64-19
Solution: Creating an Element Link ..............................................................................................................64-20
Practice: Making an Element Entry ...............................................................................................................64-22
Solution: Making an Element Entry ..............................................................................................................64-23
Practice: Defining Limits on Entry Values....................................................................................................64-25
Solution: Defining Limits on Entry Values ...................................................................................................64-26
Practice: Defining Formula Rules on Entry Values.......................................................................................64-28
Solution: Defining Formula Rules on Entry Values ......................................................................................64-29
Practice: Writing a Formula...........................................................................................................................64-32
Solution: Writing a Formula..........................................................................................................................64-33
Practice: Creating Formula Rules ..................................................................................................................64-34
Solution: Creating Formula Rules .................................................................................................................64-35
Practice: Defining a Balance .........................................................................................................................64-36
Solution: Defining a Balance.........................................................................................................................64-37
Salary Administration.....................................................................................................................................65-1
Salary Administration....................................................................................................................................65-2
Topics ............................................................................................................................................................65-3
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Introduction ...................................................................................................................................................65-4
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Salary Administration....................................................................................................................................65-7
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Practice: Introducing the Salary Administration window..............................................................................65-9
Defining Salary Administration.....................................................................................................................65-10
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Salary Elements .............................................................................................................................................65-11
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Defining Salary Elements ..............................................................................................................................65-12
Validating Salary Entries...............................................................................................................................65-13
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Linking Salary Elements ...............................................................................................................................65-14
Practice: Creating and Linking Salary Elements ...........................................................................................65-16
Salary Basis ...................................................................................................................................................65-17
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Practice: Defining the Salary Basis ...............................................................................................................65-18
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Administering Salary Changes.......................................................................................................................66-1
Administering Salary Changes ......................................................................................................................66-2
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Salary Components........................................................................................................................................66-4
Using Salary Components .............................................................................................................................66-5
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10 Predefined Salary Component Lookups ...................................................................................................66-6
Practice: Defining Salary Components..........................................................................................................66-7
Salary Approval Authority ............................................................................................................................66-8
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Practice: Add the Salary Approval Function to the HRMS Navigator Menu................................................66-9
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Using Salary Administration ..........................................................................................................................67-1
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Using Salary Administration .........................................................................................................................67-2
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Assign Salary Basis .......................................................................................................................................67-4
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Entering and Proposing Salaries....................................................................................................................67-5
Correcting Salaries ........................................................................................................................................67-6
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Practice: Assigning, Entering and Approving a Salary Basis ........................................................................67-7
Practice: Proposing Salary Changes ..............................................................................................................67-8
Salary History Window and Salary Review Report ......................................................................................67-9
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Practice: Reviewing Current Salaries and Salary History .............................................................................67-10
Using the Salary Management Folder ...........................................................................................................67-11
Application Data Exchange ...........................................................................................................................67-12
Performing Salary Surveys.............................................................................................................................68-1
Performing Salary Surveys ............................................................................................................................68-2
Setting Up Salary Surveys .............................................................................................................................68-4
Salary Surveys ...............................................................................................................................................68-5
Salary Survey Identifier.................................................................................................................................68-6
Practice: Entering Data into Lookup Types...................................................................................................68-8
Entering Salary Surveys ................................................................................................................................68-9
Practice: Entering Salary Surveys .................................................................................................................68-12
Mapping Salary Survey Lines .......................................................................................................................68-13
Practice: Mapping Salary Surveys to Jobs.....................................................................................................68-14
Summary........................................................................................................................................................68-15
Implementing Salary Administration - Practice Details and Solutions ......................................................69-1
Practice: Introducing the Salary Administration Window.............................................................................69-2
Solution: Introducing the Salary Administration Window ............................................................................69-3
Solution: Creating and Linking Salary Elements...........................................................................................69-5
Practice: Defining the Salary Basis ...............................................................................................................69-7
Solution: Defining the Salary Basis...............................................................................................................69-8
Administering Salary Changes - Practice Details and Solutions .................................................................70-1
Practice: Defining Salary Components..........................................................................................................70-2
Solution: Defining Salary Components .........................................................................................................70-3
Practice: Add the Salary Approval Function to the HRMS Navigator Menu................................................70-4
Solution: Add the Salary Approval Function to the HRMS Navigator Menu ...............................................70-5
Using Salary Administration - Practice Details and Solutions ....................................................................71-1
Practice: Assigning, Entering and Approving a Salary Basis ........................................................................71-2
Solution: Assigning, Entering and Approving a Salary Basis .......................................................................71-3
Practice: Proposing Salary Changes ..............................................................................................................71-5 n l y
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Solution: Proposing Salary Changes..............................................................................................................71-6
Practice: Reviewing Current Salaries and Salary History .............................................................................71-8
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Solution: Reviewing Current Salaries and Salary History.............................................................................71-9
Performing Salary Surveys - Practice Details and Solutions .......................................................................72-1
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Practice: Entering Data into Lookup Types...................................................................................................72-2
Solution: Entering Data into Lookup Types ..................................................................................................72-3
Practice: Entering Salary Surveys .................................................................................................................72-5
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Solution: Entering Salary Surveys.................................................................................................................72-6
Practice: Mapping Salary Surveys to Jobs.....................................................................................................72-7
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Solution: Mapping Salary Surveys to Jobs ....................................................................................................72-8
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Absence Management and Paid Time Off (PTO) Accruals .........................................................................73-1
Absence Management and PTO Accruals .....................................................................................................73-2
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Modules .........................................................................................................................................................73-3
Absence Management and PTO Accruals .....................................................................................................73-4
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Objectives ......................................................................................................................................................73-5
Setting up Absence Management ...................................................................................................................74-1
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Absence Management....................................................................................................................................74-2
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Introduction ...................................................................................................................................................74-3
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Topics ............................................................................................................................................................74-4
Setting Up Absence Management .................................................................................................................74-5
Absence Management Components...............................................................................................................74-6
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Setting Up Absence Management .................................................................................................................74-8
Absence Element Definition..........................................................................................................................74-9
Absence Types and Balances.........................................................................................................................74-10
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Practice: Adding Lookup Values...................................................................................................................74-11
Practice: Defining and Linking Absence Elements .......................................................................................74-12
Practice: Defining an Absence Type .............................................................................................................74-13
Paying for Absences ......................................................................................................................................74-14
Managing Absences .........................................................................................................................................75-1
Managing Absences.......................................................................................................................................75-2
Absence Detail Window................................................................................................................................75-4
Batch Element Entry......................................................................................................................................75-5
Element Entry................................................................................................................................................75-6
Validation for Absence Entries......................................................................................................................75-7
Validating Absence Duration ........................................................................................................................75-8
Absence Duration Formulas ..........................................................................................................................75-9
Absence Duration Formulas for Business Groups.........................................................................................75-10
Practice: Recording Absences .......................................................................................................................75-11
View Absence History Window ....................................................................................................................75-12
List Employees by Absence Type Window...................................................................................................75-13
Absences Report............................................................................................................................................75-14
Practice: Viewing Absence Information........................................................................................................75-15
Practice: Reporting Absence Information......................................................................................................75-16
Summary........................................................................................................................................................75-17
PTO Accrual Plans ..........................................................................................................................................76-1
PTO Accrual Plans ........................................................................................................................................76-2
Introduction ...................................................................................................................................................76-3
Topics ............................................................................................................................................................76-4
Understanding the Accrual Plan Structure.....................................................................................................76-5
Accrual Plan Structure...................................................................................................................................76-6
PTO Accrual Plan Rules................................................................................................................................76-7
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Accrual Calculations......................................................................................................................................76-9
Net Accrual Calculation ................................................................................................................................76-11
When Accruals are Calculated.......................................................................................................................76-12
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Formulas Used for Accrual Plans ..................................................................................................................76-13
Elements Used for Accrual Plans ..................................................................................................................76-16
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Element Links for Accrual Plans ...................................................................................................................76-17
Accrual Balance Maintained By Payroll Run................................................................................................76-18
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Setting Up PTO Accrual Plans .......................................................................................................................77-1
Setting Up PTO Accrual Plans ......................................................................................................................77-2
Accrual Start Date for New Hires..................................................................................................................77-4
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Period of Ineligibility.....................................................................................................................................77-5
BEE and the Ineligibility Period....................................................................................................................77-6
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Length of Service Bands................................................................................................................................77-7
PTO Accrual Plan Setup Steps ......................................................................................................................77-8
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Defining PTO Accrual Plans .........................................................................................................................77-14
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Practice: Defining PTO Accrual Plans ..........................................................................................................77-15
Administering Accrual Plans..........................................................................................................................78-1
Administering Accrual Plans.........................................................................................................................78-2
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Enrolling Employees in Accrual Plans ..........................................................................................................78-4
Continuous Service Date ...............................................................................................................................78-5
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Practice: Enrolling in an Accrual Plan...........................................................................................................78-6
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Recording Accrued Time Taken....................................................................................................................78-7
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Practice: Entering Absences ..........................................................................................................................78-9
Viewing Accrual Information........................................................................................................................78-10
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Practice: Viewing Accrual Information.........................................................................................................78-11
Carry Over Process........................................................................................................................................78-12
When To Run The Process ............................................................................................................................78-15
Practice: Running the PTO Carry Over Process ...........................................................................................78-16
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Adapting the Predefined Accrual Formulas..................................................................................................79-1
Adapting the Predefined Accrual Formulas...................................................................................................79-2
Accrual Formulas ..........................................................................................................................................79-3
Formula Types: Accrual Formula..................................................................................................................79-4
Formula Types: Accrual Sub Formula...........................................................................................................79-5
Formula Types: Carry Over Formula ............................................................................................................79-6
Formula Types: Ineligibility Formula............................................................................................................79-7
Predefined Formulas: PTO_PAYROLL_BALANCE_CALCULATION .....................................................79-8
Predefined Formulas: PTO_PAYROLL_CARRYOVER .............................................................................79-9
Predefined Formulas: PTO_SIMPLE_BALANCE_MULTIPLIER..............................................................79-10
Predefined Formulas: PTO_SIMPLE_CARRYOVER..................................................................................79-11
Predefined Formulas: PTO_ROLLING_ACCRUAL....................................................................................79-12
Predefined Formulas: PTO_HD_ANNIVERSARY_BALANCE .................................................................79-13
Predefined Formulas: PTO_HD_ANNIVERSARY_CARRYOVER............................................................79-14
Changing and Adding Formula Rules ...........................................................................................................79-15
Example of Changing Rules ..........................................................................................................................79-18
Practice: Creating Accrual Formulas.............................................................................................................79-19
Changing the Net Calculation Rules ..............................................................................................................80-1
Changing Net Calculation Rules ...................................................................................................................80-2
Default Net Calculation Rules .......................................................................................................................80-3
How to Modify Net Calculation Rules ..........................................................................................................80-4
Creating Additional Elements........................................................................................................................80-5
Practice: Creating and Linking Additional Accrual Elements.......................................................................80-6
Practice: Adding an Additional Accrual Element to the Net Calculation Rules...........................................80-7
Summary........................................................................................................................................................80-8
Absence Management and PTO Accruals .....................................................................................................81-1
Absence Management and PTO Accruals .....................................................................................................81-2
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Module Summary ..........................................................................................................................................81-3
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Summary........................................................................................................................................................81-4
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Absence Management - Practice Details and Solutions................................................................................82-1
Practice: Adding Lookup Values...................................................................................................................82-2
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Solution: Defining and Linking Absence Elements.......................................................................................82-6
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Practice: Defining an Absence Type .............................................................................................................82-7
Solution: Defining an Absence Type.............................................................................................................82-8
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Managing Absences - Practice Details and Solutions ...................................................................................83-1
Practice: Recording Absences .......................................................................................................................83-2
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Solution: Recording Absences.......................................................................................................................83-3
Practice: Viewing Absence Information........................................................................................................83-4
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Solution: Viewing Absence Information .......................................................................................................83-5
Practice: Reporting Absence Information......................................................................................................83-6
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Setting Up PTO Accrual Plans - Practice Details and Solutions .................................................................84-1
Practice: Defining PTO Accrual Plans ..........................................................................................................84-2
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Administering Accrual Plans - Practice Details and Solutions....................................................................85-1
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Practice: Enrolling in an Accrual Plan...........................................................................................................85-2
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Practice: Recording Absences .......................................................................................................................85-4
Solution: Recording Absences.......................................................................................................................85-5
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Practice: Viewing Accrual Information.........................................................................................................85-6
Solution: Viewing Accrual Information ........................................................................................................85-7
Practice: Running the PTO Carry Over Process ............................................................................................85-8
Solution: Running the PTO Carry Over Process ...........................................................................................85-9
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Adapting the Predefined Accrual Formulas - Practice Details and Solutions............................................86-1
Practice: Creating Accrual Formulas.............................................................................................................86-2
Solution: Creating Accrual Formulas ............................................................................................................86-3
Changing Net Calculation Rules - Practice Details and Solutions ..............................................................87-1
Practice: Creating and Linking Additional Absence Elements......................................................................87-2
Practice: Adding an Additional Absence Element to the Net Calculation Rules...........................................87-4
Solutions: Adding an Additional Absence Element to the Net Calculation Rules ........................................87-5
Payroll Setup (US) ...........................................................................................................................................88-1
Payroll Setup (US).........................................................................................................................................88-2
Modules .........................................................................................................................................................88-3
Objectives ......................................................................................................................................................88-4
Modeling Payrolls ............................................................................................................................................89-1
Modeling Payrolls..........................................................................................................................................89-2
Topics ............................................................................................................................................................89-3
Payroll Overview...........................................................................................................................................89-4
Setting Up Payment Methods ........................................................................................................................89-6
Valid Payment Methods ................................................................................................................................89-7
Defining Payment Methods ...........................................................................................................................89-10
Currencies......................................................................................................................................................89-11
Practice: Defining Payment Methods ............................................................................................................89-12
Setting Up Payrolls ..........................................................................................................................................90-1
Setting Up Payrolls........................................................................................................................................90-2
Payroll Overview...........................................................................................................................................90-3
Processing Pay Calendars ..............................................................................................................................90-4
Processing Pay The Pay Period Cycle ...........................................................................................................90-5
Processing Pay QuickPay or Batch Process .................................................................................................90-6
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Setting Up a Payroll.......................................................................................................................................90-7
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Setting Up Employer Tax Information..........................................................................................................91-1
Setting up Employer Tax Information ...........................................................................................................91-2
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Topics ............................................................................................................................................................91-3
Understanding Employer Tax Information in Oracle Payroll........................................................................91-4
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Employer Tax Introduction............................................................................................................................91-5
Oracle Payroll and Vertex .............................................................................................................................91-6
Entering Tax Information ..............................................................................................................................91-7
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Tax Information for GREs Federal, State and Local .....................................................................................91-8
Practice: Entering Tax Rules for a GRE........................................................................................................91-9
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GRE Transmitter Setup Introduction.............................................................................................................91-10
Multiple Worksite Reporting Overview ........................................................................................................91-11
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Defining Structures for Multiple Worksite Reporting ...................................................................................91-12
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Setting up Taxability Rules for Earnings and Deductions ...........................................................................92-1
Setting up Taxability Rules for Earnings and Deductions ...........................................................................92-2
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Taxability Rules for Regular Earnings ..........................................................................................................92-3
Taxability Rules for Other Earnings..............................................................................................................92-4
Entering Taxability Rules ..............................................................................................................................92-5
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Taxability Rules for Pre-Tax Deductions ......................................................................................................92-6
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Local Taxability Rules...................................................................................................................................92-7
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Practice: Define a New Tax Category ...........................................................................................................92-8
Entering and Calculating FUTA Credits.......................................................................................................93-1
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Entering and Calculating FUTA Credits .......................................................................................................93-2
Introduction ...................................................................................................................................................93-3
Calculating FUTA Credits.............................................................................................................................93-4
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Entering FUTA Rates ....................................................................................................................................93-5
Practice: Entering FUTA Tax Rates ..............................................................................................................93-6
Understanding Vertex and Vertex Updates ..................................................................................................94-1
Understanding Vertex and Vertex Updates ...................................................................................................94-2
Vertex Introduction........................................................................................................................................94-3
Vertex License...............................................................................................................................................94-4
Oracle Payroll Tax Rules and Calculations ...................................................................................................94-5
Vertex Element ..............................................................................................................................................94-6
Setting Up Employee Tax Information..........................................................................................................95-1
Setting up Employee Tax Information...........................................................................................................95-2
Topics ............................................................................................................................................................95-3
Entering Employee Tax Rules .......................................................................................................................95-4
Employee Tax Introduction ...........................................................................................................................95-5
Practice: Entering Tax Rules for an Employee..............................................................................................95-9
Practice: Entering an Override for Employee Tax.........................................................................................95-10
Viewing Employee Tax Balances....................................................................................................................96-1
Viewing Employee Tax Balances..................................................................................................................96-2
Introduction ...................................................................................................................................................96-3
Viewing Employee Tax Balances..................................................................................................................96-4
Practice: Viewing Employee Tax Balances...................................................................................................96-5
Employee Tax Balance Summary Window...................................................................................................96-6
Practice: Viewing Employee Tax Balance Summary ....................................................................................96-10
Setting Up Wage Attachments........................................................................................................................97-1
Setting Up Wage Attachments.......................................................................................................................97-2
Topics ............................................................................................................................................................97-3
Creating Wage Attachment Elements............................................................................................................97-4
Wage Attachments Introduction ....................................................................................................................97-5
User Defined Wage Attachments ..................................................................................................................97-7
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Maintaining Wage Attachments for Employees ...........................................................................................98-1
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Maintaining Wage Attachments for Employees ............................................................................................98-2
Entering Wage Attachments For an Employee..............................................................................................98-3
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Payee: Organization.......................................................................................................................................98-4
Payee: Person.................................................................................................................................................98-5
Practice: Setting Up a Payee Organization ....................................................................................................98-6
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Practice: Entering Third Party Payment Methods .........................................................................................98-8
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Entering Wage Attachments for an Employee...............................................................................................98-9
Practice: Entering Wage Attachments for an Employee................................................................................98-10
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Producing Checks for Wage Attachments.....................................................................................................99-1
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Producing Checks for Wage Attachments .....................................................................................................99-2
Practice: Producing a Third Party Check.......................................................................................................99-6
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Payroll Setup (US).........................................................................................................................................100-2
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Summary........................................................................................................................................................100-4
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Practice: Defining Payment Methods ............................................................................................................101-2
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Practice: Defining a Payroll...........................................................................................................................101-6
Practice Solution: Defining a Payroll ............................................................................................................101-7
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Setting Up Employer Tax Information - Instructor Demonstrations and Practice Solutions ..................102-1
Practice: Entering Tax Rules for a GRE........................................................................................................102-2
Practice Solution: Entering Tax Rules for a GRE .........................................................................................102-3
Practice: Define a New Tax Category ...........................................................................................................102-6
Practice Solution: Define a New Tax Category.............................................................................................102-7
Practice: Entering FUTA Tax Rates ..............................................................................................................102-9
Practice Solution: Entering FUTA Tax Rates................................................................................................102-10
Setting Up Employee Tax Information - Instructor Demonstration and Practice Solutions ....................103-1
Practice: Entering Tax Rules for an Employee – Federal Tax Rules.............................................................103-2
Practice Solution: Entering Tax Rules for an Employee – Federal Tax Rules ..............................................103-3
Practice: Entering Tax Rules for an Employee – State Tax Rules.................................................................103-4
Practice Solution: Entering Tax Rules for an Employee – State Tax Rules ..................................................103-5
Practice: Entering Tax Rules for an Employee – Local Tax Rules................................................................103-6
Practice Solution: Entering Tax Rules for an Employee – Local Tax Rules .................................................103-7
Practice: Entering an Override for Employee Tax - Federal and State Tax...................................................103-8
Practice Solution: Entering an Override for Employee Tax – Federal and State Tax....................................103-9
Practice: Entering an Override for Employee Tax – Local Tax.....................................................................103-10
Practice Solution: Entering an Override for Employee Tax – Local Tax ......................................................103-11
Practice: Viewing Employee Tax Balances...................................................................................................103-12
Practice Solution: Viewing Employee Tax Balances ....................................................................................103-13
Practice: Viewing Employee Tax Balance Summary ....................................................................................103-14
Practice Solution: Viewing Employee Tax Balance Summary......................................................................103-15
Setting Up Wage Attachments - Instructor Demonstrations and Practice Solutions ................................104-1
Practice: Creating Wage Attachments ...........................................................................................................104-2
Practice Solution: Creating Wage Attachments.............................................................................................104-3
Practice: Setting Up a Payee Organization ....................................................................................................104-4
Practice Solution: Setting Up a Payee Organization......................................................................................104-5
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Practice: Entering Wage Attachments for an Employee................................................................................104-8
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Practice: Entering Third Party Payment Methods .........................................................................................104-6
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Practice Solution: Entering Wage Attachments for an Employee .................................................................104-9
Practice: Producing a Third Party Check.......................................................................................................104-10
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Practice Solution: Producing a Third Party Check ........................................................................................104-11
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Preface
Profile
Before You Begin This Course
Before you begin this course, you should have the following qualifications:
• Thorough knowledge of navigating within Oracle R11i application and HRMS business
requirements within your organization.
Prerequisites
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and written practice sessions reinforce the concepts and skills introduced.
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This is an instructor-led course featuring lecture and hands-on exercises. Online demonstrations
Related Publications
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Oracle Publications O
Title
l & Part Number
a
Using Oracle HRMS – The fundamentals (US)
t e
Managing People Using Oracle HRMS
rn A73315-01
A73314-01
e In
Managing Compensation and Benefits using Oracle HRMS A77144-01
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Implementing Oracle HRMS (US) A75314-01
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Managing Total Compensation Using Oracle HRMS A82930-01
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Additional Publications
• read.me files
• Oracle Magazine
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Typographic Conventions
Typographic Conventions in Text
Convention Element Example
Bold italic Glossary term (if The algorithm inserts the new key.
there is a glossary)
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Select “Include a reusable module component” and click Finish.
marks with long names
that have only O
This subject is covered in Unit II, Lesson 3, “Working with
initial caps;
lesson and chapter
Objects.”
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titles in cross-
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Uppercase
references
SQL column
names, commands,
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LAST_NAME
I n
functions, schemas, column of the EMP table.
Arrow
Brackets
cl e
table names
Menu paths
Key names
Select File > Save.
Press [Enter].
Commas
r a Key sequences Press and release keys one at a time:
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Plus signs Key combinations
[Alternate], [F], [D]
Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del]
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Typographic Conventions in Code
Convention Element Example
Caps and Oracle Forms When-Validate-Item
lowercase triggers
Lowercase Column names, SELECT last_name
table names FROM s_emp;
This course uses simplified navigation paths, such as the following example, to direct you
through Oracle Applications.
(N) People > Enter and Maintain > (M) Query-Find > (B) Assignment
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This simplified path translates to the following:
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1. (N) From the Navigator window, select People then Enter and Maintain.
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2. (M) From the menu, select Query then Find “your employee”.
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3. (B) Click the Assignment button.
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Notations:
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(N) = Navigator
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(M) = Menu
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(T) = Tab
I n
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(B) = Button e
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(I) = Icon
O(H) = Hyperlink
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Typographical Conventions in 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.
Oracle HRMS > Total Compensation Elements Setup > Elements > How To > Define an
Element
1. In the navigation frame of the help system window, expand your local Oracle HRMS entry.
2. Under the Oracle HRMS entry, expand Total Compensation Elements Setup.
This will display step-by-step instructions on how to complete the Element window.
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Work Structures
Chapter 1
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Work Structures
Chapter 1 - Page 1
Work Structures
Work Structures
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Work Structures
Chapter 1 - Page 2
Objectives
Objectives
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Work Structures
Chapter 1 - Page 3
Modules
Modules
Work Structures contains the following modules:
• Module 1 - Overview of Enterprise Work Structures
• Module 2 - Defining Common Data
• Module 3 - Setting up Business Groups, Locations and
Organizations
• Module 4 - Representing Financial Report Structures
• Module 5 - Representing Legal & Government Reporting
Structures (US)
• Module 6 - Representing Grades and their Relationship to
Pay
• Module 7 - Representing Jobs and Positions
• Module 8 - Setting up Workers’ Compensation (US)
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Work Structures
Chapter 1 - Page 4
Overview of Enterprise Work
Structures
Chapter 2
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Topics
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Module Overview
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Oracle HRMS
An Information Model
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Employment
Work Pay
Links Compensation,
Entitlements, Rules, and
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Organization
Assignment
Job
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Assignment Position
Job
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Hybrid Enterprise
Characteristics
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Hybrid Enterprise
Oracle Solution
Position
Production Director
Assignment Assignment
Person Person
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Work Structures
Overview
• Work Structures provide the framework in which
you place people
• They include:
– Enterprise and employer structures such as business
groups, organizations and legal entities
– Work roles for employees such as Jobs and Positions
– Grade structures with related pay rates
– Payroll Groups with processing calendars
– User defined groups such as unions or pension
groups
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Work Structures
Representing the Employer
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Business Groups
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Business Groups
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US Business Group
Legislative Data Business Data
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Legislative
Data
Legislative
US Business Group UK Business Group Business
Rules
Data
Business
Business
Data
Business
Rules
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Locations
33 Eastcheap
London
• Define locations for each United
1400 First Street Kingdom
physical site where your
New York
employees work USA
– Local or international
– Specific to one business
group or shared across all
• In some legislations work
locations determine
taxability rules
• Define locations for 150 Victoria
external organizations Street
Melbourne
– Tax authorities, insurance
and benefits carriers
Australia
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Organizations
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Organization Hierarchies
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Organization Hierarchies
Global Industries Corporation
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Payroll Manager
• Use Jobs or Positions to
represent the different
roles that a person can
perform in your enterprise
• Oracle HRMS provides two
options to suit the needs
of different enterprises Payroll Clerk
Consultant
Senior Engineer
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Payroll Clerk
Consultant
Senior Engineer
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Jobs
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Positions
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Position Hierarchies
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• With Oracle HRMS you define the rules for who has
access to personal information through a Security
Profile
• You define security profiles based on organization
and/or position hierarchies.
– You can also use payroll group in the definition
• The combination of Security Profile and
Responsibility control the records that an
application user can see
– Organizations, Positions and People
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Grades
• Grades show relative
levels of management
or seniority in an Director
enterprise
• May be grouped as
– Management,
Administrative, Technical,
etc. Engineer.Snr
• Often related to levels Clerk.Jnr
of pay
• Often related to Job
or Position
• Often related to
Union Group
Assembler.1
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Work Structures
Grades and Pay
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Work Structures
Grade Rates
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Pay Scales
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People Groups
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Topics
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Copyright © Oracle Corporation, 2002. All rights reserved.
Module Overview
• This module concentrates on the common types of
data that exists in the Oracle HRMS products and
how to set them up
– Key and Descriptive Flexfields
– Extra Information Types
– Lookups and Values
– Currencies and Exchange Rates
• These are not associated with a specific functional
area
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Flexfields Overview
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Standard Features
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A Key Flexfield
Description
Level 3
Prompt
Value
Grade TGWU.Engineer.3
Key Flexfield
Combination
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Warning!
Do not modify the definitions of predefined flexfields.
Changes may invalidate your support agreement
with Oracle and make it difficult to upgrade your system.
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online help path:
A I
For details on how to configure the people group key flexfield structure, please refer to the
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Oracle HRMS> Extend Oracle HRMS> Flexfields> User Definable Key Flexfields
Help path :
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For details on how to complete the Key Flexfield Segment Window please refer to the on line
n a
Applications Help Library > Applied Technology > Oracle Applications Flexfield > Key
r
Flexfields Segments Window > Defining Segments
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Standard Features
Person Window
• One descriptive
structure for each Closed
record [ ]
• Unlimited Types for Open
Extra Information
• Up to 30 segments in Additional Person Details
each structure
– Validation on each Car Driver Yes
segment using a
Passport British
Value Set
2nd Passport Irish
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A Descriptive Flexfield
Description
Key
2ndFlexfield
Passport Irish
Prompt Combination
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A Descriptive Flexfield
Description
n l y
Predefined columns User defined columns
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Overview
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Overview
Overview
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Standard Features
Person
Country UK
Expiry 03/06/01
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Personal Documents
Information Type Name
Type Driving License Valid License
Value
Segments Country UK United Kingdom
Expiry 03/06/01
Prompt
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Personal Documents
Information Type Name
Expiry 03/06/01
Prompt
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Special Extra
Information Information
Security
STOP
• Both types use additional windows to
display fields
– Multiple records of the same type
– Taskflowed windows
– CustomForm security lets you restrict types to display
• EITs also have security by Responsibility
– Control access to a set of EITs
– Copy definitions between responsibilities
– Simplifies administration of security
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Questions
U s
1. Explain what an Extra Information Type is?
2. Name the 6 important entities in HRMS that have EITs. A I
3. Give some examples of when you might consider using EITs? O
4. What access restrictions can you impose on EITs?
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5. EITs and Special Information Types both exist for extending personal information
n
Information Types?
te r
in Oracle HRMS. What performance advantages do EITs have over Special
I n
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Overview
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Copyright © Oracle Corporation, 2002. All rights reserved.
System
• All values in the list are predefined by Oracle
Extensible
• Some predefined values are provided
• You can add values to the list
User
• Define new lookup types to validate fields you
define during the implementation process
– Flexfield segments
– Element Input Values
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Oracle HRMS> Extend Oracle HRMS> Lookups> How To> Adding Lookup Types and A I
For details on how to define lookups and values , please refer to the online help path:
Values
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Overview
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Typical Requirements
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Currency Precision
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Copyright © Oracle Corporation, 2002. All rights reserved.
Exchange Rates
• Euro Currencies
– Set up exchange rates to the Euro
– Do not set up rates directly to any Euro currency
Fixed Rates
$ -
FFR
On
s e
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For details on how to define a grade flexfield structure, please refer to the online help path:
Oracle HRMS> Payroll Runs and Processes> The Payroll Run> How To> Define an Exchange
Rate
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Topics
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Module Overview
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Sharing Information
Reporting
Business Lines Business
Group 1 Group n
Lookups Locations
Shared HR Information
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Initial Tasks
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Initial Tasks
People
Work
Details Entries
Defaults
Employment
Work Pay
Legislation Links
and
Government
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Standard Information
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Copyright © Oracle Corporation, 2002. All rights reserved.
Choose from:
• Automatic
– Number generated in sequence by the system
• Manual Entry
– User enters any alphanumeric combination
• National Identifier
– Copy from the national identifier field
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Copyright © Oracle Corporation, 2002. All rights reserved.
Choose from:
• Automatic
– Number generated in sequence by the system
• Manual Entry
– User enters any alphanumeric combination
• National Identifier
– Copy from the national identifier field
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Copyright © Oracle Corporation, 2002. All rights reserved.
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For details on how to Create a New Business Group, please refer to the online help path:
Oracle HRMS> Organization Management> Locations and Business Groups> How To> Adapt
and Create a New Business Group
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help path:
A I
For details on how to Grant User Access to a New Business Group, please refer to the online
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Creating a Location
Chapter 11 - Page 1
Creating Locations
Creating Locations
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Creating a Location
Chapter 11 - Page 2
Overview
Overview
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Creating a Location
Chapter 11 - Page 3
Address Validation for US and Canada
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Creating a Location
Chapter 11 - Page 4
Closing Down a Location
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Creating a Location
Chapter 11 - Page 5
Practice: Create a Location
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For details on how to Create a Location, please refer to the online help path:
Oracle HRMS> Organization Management> Locations and Business Groups> How To> Create
a Location
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Creating a Location
Chapter 11 - Page 6
Creating Organizations
Creating Organizations
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Creating a Location
Chapter 11 - Page 7
Overview
Overview
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Creating a Location
Chapter 11 - Page 8
Organization Overview
Organization Overview
Business Group
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Creating a Location
Chapter 11 - Page 9
Organization Classifications Special Considerations
Organization Classifications
Special Considerations
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Creating a Location
Chapter 11 - Page 10
Additional Organization Information
Cost Allocation
Hierarchy Information
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Creating a Location
Chapter 11 - Page 11
Practice: Create an Organization
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For details on how to Create an Organization, please refer to the online help path:
Oracle HRMS> Organization Management> Organizations> How To> Create an Organization
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Copyright © Oracle Corporation, 2001. All rights reserved.
Creating a Location
Chapter 11 - Page 12
End Dates on Organizations
End-Dating an Organization
• Enter a ‘Date To’ on an organization to end it
– Prevents it from being available for employee
assignments, but keeps a history of the
organization
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Creating a Location
Chapter 11 - Page 13
Deleting Organizations
Deleting Organizations
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Creating a Location
Chapter 11 - Page 14
Creating Organization Hierarchies
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Creating a Location
Chapter 11 - Page 15
Practice: Create an Organization Hierarchy
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For details on how to Create an Organization Hierarchy, please refer to the online help path:
Oracle HRMS> Organization Management> Organization Hierarchies> How To> Create
Organization Hierarchies
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Creating a Location
Chapter 11 - Page 16
Practice: Assign an Employee to an Organization
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path:
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For details on how to Assign an Employee to an Organization, please refer to the online help
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Oracle HRMS> Workforce Management> Workforce Information Entry> How To> Entering
Employment Information
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Creating a Location
Chapter 11 - Page 17
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Creating a Location
Chapter 11 - Page 18
Application Data Exchange
Chapter 12
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Copyright © Oracle Corporation, 2002. All rights reserved.
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Copyright © Oracle Corporation, 2002. All rights reserved.
Standalone Mode
• Launch ADE from the desktop and connect directly to
Oracle HRMS
– Use applications security to sign-on
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Standalone Mode
• Launch ADE from the desktop and connect directly to
Oracle HRMS
– Use applications security to sign-on
Application Mode
• Call ADE from any applications window using the
icon in the application toolbar
– Synchronized security with current login
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Standalone Mode
• Launch ADE from the desktop and connect directly to
Oracle HRMS
– Use applications security to sign-on
Application Mode
• Call ADE from any applications window using the
icon in the application toolbar
– Synchronized security with current login
Letter Request Mode
• Call ADE using the Merge button in the Request
Letter window for recruitment and enrollment letters
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Person Form
Database
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Database
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Excel
Database
Call
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Using ADE
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ADE Security
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Style
Responsibility Form
- Standalone - PERWSEPI
Call
API View
API - Upload - select data
HRMS
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Style
Responsibility Form
- Standalone - PERWSEPI
Call Columns
API View
API - Upload - select data
HRMS HRV_<name>
Person Asg
Addr Entries
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For details on how to Use ADE, please refer to the online help path:
A I
Oracle HRMS> Applications Data Exchange (ADE)> Applications Data Exchange Overview
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Module Overview
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HR Division 01
2
Hierarchies
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HR Division 01
2
Hierarchies
Integration
It’s Okay to Be Different!
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Integration
Understanding the Other Side
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HR Reporting
Multi-Business Group
US Business n...Business US Business n...Business
Group Group Group Group
US US
GL Reporting
Multi-Org
n... n...
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Mapping Options
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Costing Considerations
HR but not Payroll
• You can record cost codes, but not accumulate
actual values
HR with Payroll but not GL
• You can accumulate actual values, but must create
your own transfer to GL process
– Still must run the Transfer to GL report to mark cost
results as transferred
Other Cost Information
• Oracle HRMS can process labor distribution costs
for Projects, that is not transferred directly to GL
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Oracle HRMS> Payroll Definition> How To> Define a Payroll A I
For details on how to Enter Cost Information, please refer to the online help path:
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Topics
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Module Overview
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Module Overview
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Identifying GRE’s
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Multi-Establishment Hierarchies
Multi-Establishment Hierarchies
AB
AB Shoes AB Finance
AB Finance Dayton Distributors
Reporting Dayton Detroit
Reporting
Establishment Reporting Reporting
Establishment
Establishment Establishment
(HR Org) (HR Org) (HR Org) (HR Org) (HR Org) (HR Org)
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Setting Up Non-AAP
Establishment Hierarchies
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AAP Reporting
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ADA Reporting
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ADA
Requests for Accommodation
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OSHA
Recording Information
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Oracle HRMS> Organization Management> Organizations> How To> Classify an A I
For details on how to Classify an HR Organization, please refer to the online help path:
Organization
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Topics
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Module Overview
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Copyright © Oracle Corporation, 2002. All rights reserved.
Grades
• Grades show relative
levels of management
or seniority in an
enterprise Director
• May be grouped as
– Management,
Director
Administrative,
Technical, etc. Engineer.Snr
• Often related to levels Clerk.Jnr
of pay
• Often related to Job
or Position
• Often related to
Union Group
Assembler.1
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Oracle HRMS> Extend Oracle HRMS> Flexfields> User Definable Key Flexfields A I
For details on how to define a grade flexfield structure, please refer to the online help path:
O
&
For details on how to complete the Key Flexfield Segment Window please refer to the on line
l
Help path :
n a
Applications Help Library > Applied Technology > Oracle Applications Flexfield > Key
r
Flexfields Segments Window > Defining Segments
te
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For details on how to Define a Grade, please refer to the online help path:
Oracle HRMS> Enterprise Modeling> Grades and Pay> How To> Define a Grade A I
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For details on how to Define a Grade, please refer to the online help path:
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Oracle HRMS> Enterprise Modeling> Grades and Pay> How To> Defining a Grade Rate
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Copyright © Oracle Corporation, 2002. All rights reserved.
Pay Scales
Grade and Steps
Grade A - Steps 1,2,3 Pay Scale
1 1 10000
Grade C - Steps 1,2 A
1 2 2 10550
2 3 3 10975
B 4 11450
3 5 11700
1 4 6 12250
C 7 12655
2 8 13000
9 13400
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Pay Scales
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For details on how to Define a Pay Scale, please refer to the online help path:
Oracle HRMS> Enterprise Modeling> Grades and Pay> How To> Define a Pay Scale A I
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Topics
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Module Overview
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Copyright © Oracle Corporation, 2002. All rights reserved.
Payroll Manager
• Use Jobs or Positions
to represent the
different roles that a
person can perform in
your enterprise
• Oracle HRMS provides
two options to suit the Payroll Clerk
needs of different
enterprises
Consultant
Senior Engineer
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Jobs
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Job Groups
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U s
Oracle HRMS> Extend Oracle HRMS> Flexfields> User Definable Key Flexfields A I
For details on how to define a Job flexfield structure, please refer to the online help path:
O
For details on how to complete the Key Flexfield Segment Window please refer to the online
Help path :
l &
n
Flexfields Segments Window > Defining Segments a
Applications Help Library > Applied Technology > Oracle Applications Flexfield > Key
te r
For details on how to define a Job please refer to the online Help path :
Oracle HRMS> Enterprise Modeling> Jobs and Positions> How To> Define a Job
I n
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Copyright © Oracle Corporation, 2002. All rights reserved.
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U s
For details on how to create a Job Group, please refer to the online help path:
A
Oracle HRMS> Enterprise Modeling> Jobs and Positions> How To> Create a Job Group
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Copyright © Oracle Corporation, 2002. All rights reserved.
Representing Positions
Chapter 18 - Page 1
Representing Positions
Representing Positions
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Representing Positions
Chapter 18 - Page 2
Positions
Positions
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Representing Positions
Chapter 18 - Page 3
Positions
ary
Janu ary ry
Positions
nu a
Ja nu
Ja
1
DateTracked
Org : HR Department
• Use Positions to show
specific posts within an
Organization Post
– Typical in Public Sector,
Government, Education
and Health
– Typical in large
enterprises to show
management positions
• Use Position Control
functionality to manage
positions
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Representing Positions
Chapter 18 - Page 4
Position Key Flexfield
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Representing Positions
Chapter 18 - Page 5
Position Key Flexfield
Positions
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Representing Positions
Chapter 18 - Page 6
Key Flexfield Structure
Seg 2
Seg 1 Seg 1
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Representing Positions
Chapter 18 - Page 7
Key Flexfield Structure
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Representing Positions
Chapter 18 - Page 8
Practice: Define Position Structure and Positions
O
For details on how to complete the Key Flexfield Segment Window please refer to the online
Help path :
l &
n
Flexfields Segments Window > Defining Segments a
Applications Help Library > Applied Technology > Oracle Applications Flexfield > Key
te r
For details on how to define a Position please refer to the online Help path :
Oracle HRMS> Enterprise Modeling> Jobs and Positions> How To> Define a Position
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Copyright © Oracle Corporation, 2002. All rights reserved.
Representing Positions
Chapter 18 - Page 9
Position Hiring Status Special Considerations
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Representing Positions
Chapter 18 - Page 10
Position Hierarchies
Chapter 19
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Position Hierarchies
Chapter 19 - Page 1
Position Hierarchies
Position Hierarchies
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Position Hierarchies
Chapter 19 - Page 2
Position Hierarchies
Position Hierarchies
Position Hierarchies
Chapter 19 - Page 3
Position Hierarchy - Example
Managing Director
David Anderson
Position Hierarchies
Chapter 19 - Page 4
Defining and Changing Position Hierarchies
Position Hierarchies
Chapter 19 - Page 5
Hierarchy Diagrammers
Hierarchy Diagrammers
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Position Hierarchies
Chapter 19 - Page 6
Practice: Using the Graphical Diagrammers
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path:
A I
For details on how to Create and Change Position Hierarchies, please refer to the online help
O
Oracle HRMS> Enterprise Modeling> Position Hierarchies> How To> Create a Position
Hierarchy
l &
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Position Hierarchies
Chapter 19 - Page 7
Additional Information for Jobs and Positions
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Position Hierarchies
Chapter 19 - Page 8
Work Choices
Work Choices
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Position Hierarchies
Chapter 19 - Page 9
Practice: Entering Work Choice Information
Practice:
Entering Work Choice
Information
• Follow the demonstration to see how to enter work
choice information for a job and a person.
• Navigate to the Job or Position windows using your
local Super HRMS Manager responsibility
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Oracle HRMS> Enterprise Modeling> Jobs and Positions> How To> Enter Work Choices for a
Job or Position
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Position Hierarchies
Chapter 19 - Page 10
Changing Job and Position Definitions
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Position Hierarchies
Chapter 19 - Page 11
Changing Definitions
Changing Definitions
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Position Hierarchies
Chapter 19 - Page 12
Changing Details
Changing Details
Position Hierarchies
Chapter 19 - Page 13
Practice: Job and Position windows Demo
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For details on the Job and Position windows, please refer to the online help path:
Oracle HRMS> Enterprise Modeling> Jobs and Positions> How To> Define a Job and Define
a position
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Position Hierarchies
Chapter 19 - Page 14
Mass Move Updates
Chapter 20
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Overview
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Reorganization
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Moving Assignments
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Oracle HRMS> Enterprise Modeling> Business Group Reorganization> How To> Describe
your Mass Move
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Module Overview
WC Insurers
State
Government n l y
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Additional Elements/Modifications
Required
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1 & 2 For details on how to complete the Workers Compensation Rates and Codes Windows
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How To > Entering WC Codes, Exposure Rules and Surcharges
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3. For details on how to complete the Organization window please refer to the online Help path
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Oracle HRMS Global > Organization Management > How To >
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Work Structures
Chapter 22 - Page 1
Work Structures
Work Structures
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Work Structures
Chapter 22 - Page 2
Modules
Modules
The following modules were covered in Work
Structures:
• Module 1 - Overview of Enterprise Work Structures
• Module 2 - Defining Common Data
• Module 3 - Setting up Business Groups, Locations
and Organizations
• Module 4 - Representing Financial Report Structures
• Module 5 - Representing Legal & Government
Reporting Structures (US)
• Module 6 - Representing Grades and their
Relationship to Pay
• Module 7 - Representing Jobs and Positions
• Module 8 - Setting up Workers’ Compensation (US)
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Work Structures
Chapter 22 - Page 3
Summary
Summary
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Work Structures
Chapter 22 - Page 4
Defining Common Data
Instructor Demonstrations
and Practice Solutions
Chapter 23
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Business Scenario
This practice reinforces your ability to define the People Group key flexfield.
Remember to prefix the structure name with your unique group number.
Segments
No. Name Validation Description
Type
1 Union Independent In this scenario there are only two values
USWU and Non-Union.
2 Medical Plan Independent List of values.
3 Stock Purchase None An employee can contribute between 1%
4 Source of
Information
Table
and 15% of net pay.
This segment uses the values, which have
been defined for the Lookup Type n l y
‘REC_TYPE’ to record the source of the
applicant.
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Value Sets
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Values for Medical Plan
Employee only
Description
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2 Employee + 1 O
3
4
Employee + 2
Employee + 3
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Hint: You will need the following details to complete the setting up of the Value Set for
Source of Information.
Table Application I n Application Object Library
Table Name
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Value Column
Meaning Column
LOOKUP_CODE
Meaning
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Where/order by Where Lookup Type=’REC_TYPE’
2. Run a query with the following criteria in the Flexfield Title Field:
− People%
Note: If an empty row does not appear, click in an existing structure and choose the New
button from the menu bar.
4. Enter xx People Group Flexfield in the Title Field (where xx represents your unique group
id number)
Note: Make sure that the Freeze Flexfield Definition box is unchecked, since you are
creating a new flexfield.
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5. Save your work.
12. Select the Value Set button once you are on the Value Set field.
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13. Define a new Value Set with the following details:
− Name = xxUnion Name (where xx is your unique group number)
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− Format Type = Char
− Maximum Size = 30
O − Validation type = Independent.
18. Uncheck the required checkbox, unless you want to force users to complete this field.
21. Go to the next row and enter the following details for segment 2.
23. Enter Medical Plan as the name of the second segment, and a description if required.
27. Select the Value Set button once you are on the Value Set field.
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36. Choose the selector to add a new segment.
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37. Enter Stock Purchase as the name of the third segment, and a description if required.
41. Select the Value Set button once you are on the Value Set field.
44. Return to the segment window and choose the value set you have just created.
47. Uncheck the required checkbox, unless you want to force users to complete this field.
49. Go to the next row and enter the following details for segment 4. n l y
50. Choose the selector to add a new segment.
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51. Enter Source of Information as the name of the fourth segment, and a description if
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required.
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54. Check the enabled, displayed and Index boxes.
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55. Select the Value Set button once you are on the Value Set field.
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56. Define a new Value Set with the following details:
− Name = xx SOI (where xx is your unique group number)
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− Format Type = Char
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− Maximum Size = 30
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− Validation type = Table
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57. Select the Edit Information button.
60. Return to the segment window and choose the value set you have just created
63. Uncheck the required checkbox, unless you want to force users to complete this field.
65. Return to the Key Flexfield Segments window and in the structure region check the
Freeze Flexfield Definition box. Acknowledge the message that appears after reading it.
67. You can now select the compile button and compile your People Group Key Flexfield.
1. Navigate to the Segment Values window using the System Administration responsibility:
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2. Query the Value Set you defined for Region and enter the list of values given for Medical
Plan.
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3. Save your work.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Business Scenario
The objective of this exercise is to set up a personal analysis key flexfield structure for AB
Shoes, which can be used to hold details of company cars for reporting and administrative
purposes. Before you can enter actual details for people you need to define the structure of this
key flexfield and link it to your business group.
Remember to prefix the structure name with your unique group number.
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Mercedes C200
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E220 r
Saab
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Copyright © Oracle Corporation, 2001. All rights reserved.
2. Run a query with the following criteria in the Flexfield Title field:
− Personal%
Note: If an empty row does not appear, click in an existing structure and choose the New
button from the menu bar.
4. Enter “xx Company Car Details” in the Title field (where xx represents your unique group
id number)
Note: Do not select the Freeze Flexfield Definition as you are creating a new flexfield.
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6. Save your work.
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7. Choose the Segments button.
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8. Choose the selector to add a new segment.
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9. Enter Car Make as the name of the first segment, and a description if required.
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13. Select the Value Set button once you are on the Value Set field.
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14. Define a new Value Set with the following details:
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− Name = xx Car Make (where xx is your unique group number)
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− Format Type = Char
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− Validation type = Independent (This will allow the value set to have a valid list of
values
16. Return to the segment window and choose the value set you have just created.
19. Uncheck the required checkbox, unless you want to force users to complete this field.
22. Go to the next row and enter the following details for segment 2.
24. Enter Car Model as the name of the second segment, and a description if required.
28. Select the Value Set button once you are on the Value Set field.
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29. Define a new Value Set with the following details:
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30. Name = xxCar Model (where xx is your unique group number)
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31. Format Type = Char
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32. Maximum Size = 15
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33. Validation type = Independent
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34. Save the value set.
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35. Return to the segment window and choose the value set you have just created.
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36. Select a Default Type of Constant.
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37. Select a Default Value.
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38. Uncheck the required checkbox, unless you want to force users to complete this field.
42. Enter Registration as the name of the third segment, and a description if required.
46. Select the Value Set button once you are on the Value Set field.
53. Return to the segment window and choose the value set you have just created.
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54. Select a Default Type of Constant.
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55. Select a Default Value.
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56. Uncheck the required checkbox, unless you want to force users to complete this field.
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57. Save your work.
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58. Go to the next row and enter the following details for segment 4.
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59. Choose the selector to add a new segment.
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60. Enter Lease Start Date as the name of the fourth segment, and a description if required.
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61. Enter a column for the segment.
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62. Enter a number for the segment.
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63. Check the Enabled, Displayed and Index boxes.
O64. Select the Value Set button once you are on the Value Set field.
71. Return to the segment window and choose the value set you have just created.
73. Return to the Key Flexfield Segments window and in the structure region check the
Freeze Flexfield Definition box. Acknowledge the message that appears after reading it.
75. You can now select the compile button and compile your Personal Analysis Key
Flexfield.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Questions
5. EITs and Special Information Types both exist for extending personal information in
Oracle HRMS. What performance advantages do EITs have over Special Information
Types?
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Copyright © Oracle Corporation, 2001. All rights reserved.
3. To capture country specific details for a person or an assignment for expatriate employees.
To capture company or division specific information when you have multiple companies
in the same business group. To capture additional job or position details for job posting.
4. You can restrict access to Extra Information Types by not including the windows in the
menus and taskflows for a responsibility or by using CustomForm with Taskflow security
to restrict access to specific types of information. For example. You might have some
users who should never see any EIT for people while other users have access to one EIT
but not all.
You can also restrict access at responsibility level to sets of EITs as part of a role-based
security model. For example. You might want a recruitment manager to have access to
some EITs for people, others for assignment, and another set for jobs or positions. The
easiest way to define this set of restrictions is by responsibility.
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Note: You must enable access at responsibility level before a user will see any EIT.
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5. EITs have performance advantages in online data entry and in batch data loading over
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Special Information Types. This is an important large-scale implementation where you
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Note: This is because the entry of any key flexfield combination checks to see if that
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Descriptive flexfields do not check for unique combinations.
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Copyright © Oracle Corporation, 2001. All rights reserved.
1. What are the six key flexfields in Oracle HRMS and which one can have many structures
in one business group?
3. How many segments can you define in the HRMS key flexfields?
4. Which user key flexfield uses qualifiers and what do the qualifiers do?
7. What are the four types of predefined validation? What does each of them represent?
2. The Cost Allocation and People Group key flexfields belong to Oracle Payroll.
4. The Cost Allocation key flexfield uses qualifiers to determine which windows you can
enter costing information.
5. A key flexfield defines a unique key combination to identify jobs, positions and grades. It
is used to configure the system to meet different business needs. Key flexfields can also
be used to store additional information such as people group or special information types.
6. A descriptive flexfield can store additional information that does not already exist on a
delivered form. User descriptive flexfields can store only one value in each segment.
7. Value Sets determine the validation rules for information stored in a segment.
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9. The additional features of key flexfields are cross-validation, dynamic insertion, shorthand
aliases, and flexfield security. O
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10. The purpose of cross-validation is to ensure that only certain code combinations can be
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entered into the system. It maintains data integrity.
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11. Shorthand aliases provide a word or phrase that represents a partial or complete code
combination. They save time.
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12. The purpose of flexfield security is to restrict access to a particular value or a range of
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values within a segment.
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13. Dynamic insertion enables the system to insert a new unique combination as a valid value.
It often works with cross-validation rules.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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3. Select the application with which you want to associate the Lookup Type.
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6. Save your work.
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7. Query the Vacation lookup Type, and enter the following information:
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Copyright © Oracle Corporation, 2001. All rights reserved.
Note: Before you can add a new value, you must click in one of the existing values to
activate it.
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For your payroll, define an exchange rate of US Dollars - British Pound Sterling at a rate of
USD1.45 to GBP1.00.
Before you define an exchange rate, you must set up the conversion rate types for HRMS.
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Copyright © Oracle Corporation, 2001. All rights reserved.
1. Navigate to the GL Daily Rates window using your local Super HRMS Manager
responsibility.
4. Enter the date from which this becomes the active exchange rate.
7. Click in the remaining field to automatically populate the return exchange rate.
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Copyright © Oracle Corporation, 2001. All rights reserved.
This section provides you with the general business scenario for AB Shoes that lies behind the
demonstrations and labs for defining work structures. This information should help you to see
the individual labs in the context of a complete business operation and help you to understand
how the labs were designed.
Working individually or within groups assigned by your instructor you should read the following
and determine answers to the questions.
AB Shoes, formerly Panzanelli Shoes, opened its first store in New York on Feb 1, 1979.
Rapid expansion through the 1980s led to a chain of stores across the US. In the early 1990s the
company expanded into Europe through a series of acquisitions. Panzanelli’s was acquired by
AB Inc. in 1995 and renamed AB Shoes Corporation with new global management and
compensation structures in line with the rest of AB Inc. AB Shoes has its World and US
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Regional Headquarters in New York, with European Headquarters in London.
AB Shoes Corp. has purchased Oracle HRMS and now wants to implement the system to support e O
further implementations in the other divisions of AB Incorporated. U s
all of its global and local operations. If this implementation is judged successful it may lead to
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There are three US Sales Regions: AB Shoes West in Las Vegas; AB Shoes Midwest in
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Columbus; and AB Shoes East in Boston.
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All employees of AB Shoes receive their paychecks from AB Shoes Corp. AB shoes has hired a
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third-party administrator, called Great Benefits in Cleveland, to handle its health-care benefits.
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AB shoes needs to run its Equal Employment Opportunity (EEO) report based on AB Inc.
information in a consolidated report for all of their organizations.
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Currently, one Senior Vice President oversees the North American division for US and Canada
with planned expansion to several Latin and South American countries.
The accounting department requires the transfer of certain payroll and budget costs to GL in line
with a global cost center structure for AB Inc. that covers all companies and organizations.
Accounting would like to track costs by company, by cost center, account code, and project or
product code.
Additionally, they would like to see a breakdown of tax costs by state, city, county, and school
district.
Compensation
Executives and managers are salaried employees with separate grade-pay structures to cover
differences in compensation for level and geography. Warehousing stock clerks and retail sales
associates are paid within hourly ranges. Stock clerks belong to the United Stock Workers
Union who negotiate annually to set rates of pay for employees in their union. Stock clerks are
automatically entitled to annual grade step increments within their pay scale. Every three years
the union also negotiates for changes in vacation, sick pay, and overtime.
Sales associates in retail stores are entitled to earn commission in addition to their regular wages.
Wage rates for sales associates vary by grade and are updated annually.
Annual bonuses for managers are calculated in January and paid at the end of February. Sales
and stock clerk associates are eligible for a bonus if AB turns a profit in the preceding financial
year.
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All employees accrue vacation time at the rate of 40 hours for the first year, 80 hours for the next
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four years, and 120 hours from five years of service forward. These values are automatically
pro-rated for employees who work part-time. There is no maximum amount that can be carried
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over.
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All AB executives and store managers are entitled to receive company cars.
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AB Inc. offers an employee stock-purchase plan for all employees. Employees can choose to
deduct any amount from 1% to 15% of their pay toward stock-purchase.
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Additionally, stock options are awarded on a discretionary basis to those associates who have
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exceeded sales quotas. The company will record stocks that the associates sell.
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AB Shoes runs a United Way campaign every November with contributions to be deducted from
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the February 15 paycheck of the following year. In the absence of a self-service enrollment
option, local managers record individual employee contributions on a spreadsheet that is
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provided to the Payroll Department who submit this through a batch process. Associates can
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choose a one-time deduction or can spread the contributions over each paycheck until the end of
the year.
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There are several agencies associated with the United Way and AB Shoes will match
contributions to the American Heart Society.
AB Shoes (UK) has a London HQ, with a warehousing and distribution center located in
Manchester. There are three regional sales centers: AB Shoes North - Manchester; AB Shoes
South-London and AB Shoes Scotland - Edinburgh.
AB Shoes offers all employees private health care options and works with a third-party health
care group, Great Benefits (UK) to administer employee health checks.
Currently, one Vice President based in London oversees the entire UK operation. AB Shoes are
currently discussing options to establish an integrated European management structure to cover
all European operations.
Finance
The accounting department requires the transfer of certain payroll and budget costs to GL in line
with a global cost center structure for AB Inc. that covers all companies and organizations.
Accounting would like to track costs by company, by cost center, account code, and project or
product code.
Compensation n l y
Executives and managers are salaried employees with separate grade-pay structures to cover
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differences in compensation for seniority and geography.
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Warehousing stock clerks and retail sales associates are paid within hourly ranges. Stock clerks
belong to the United Stock Workers Union who negotiates annually to set rates of pay for
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employees in their union. Stock clerks are automatically entitled to annual grade step
increments within their pay scale. Every three years the union also negotiates changes in
vacation, sick pay, and overtime entitlements.
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Sales associates in retail stores are entitled to earn commission in addition to their regular wages.
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Wage rates for sales associates vary by grade and are updated annually.
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Annual bonuses for managers are calculated in January and paid at the end of February. Sales
and stock clerk associates are eligible for a bonus if AB turns a profit in the preceding financial
year.
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All employees accrue vacation time at the rate of 40 hours for the first year, 80 hours for the next
four years, and 120 hours from five years of service forward. These values are automatically
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pro-rated for employees who work part-time. There is no maximum amount that can be carried
over.
AB Inc. offers an employee stock-purchase plan for all employees. Employees can choose to
deduct any amount from 1% to 15% of their pay toward stock-purchase.
Additionally, stock options are awarded on a discretionary basis to those associates who have
exceeded sales quotas. The company will record stocks that the associates sell.
AB Shoes runs a charitable giving campaign every January to encourage employees to enroll in
GAYE - Give As You Earn, with contributions to be deducted from the first paycheck of the
following tax year. Employees can choose to contribute a fixed amount or a percentage of pay
each pay period.
To encourage employees to contribute, AB Shoes will match any employee contributions to the
United Kingdom Heart Foundation.
The company offers a choice of coverage in a private medical plan with BUPA: Employee only,
Employee + 1, Employee + 2, Employee + 3, or Employee + Family. Each employee must
choose one of the preferred hospitals associated with the medical plan (Manchester Hope,
London Central, Bristol Hospital, Norwich Memorial Hospital, Plymouth Healthcare).
The company will offer a dental and vision plan in the future.
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Copyright © Oracle Corporation, 2001. All rights reserved.
3. How many locations and organizations (external and internal) will there be for AB Shoes
(US)?
4. What effective date will you use when you set up your HRMS structures?
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Copyright © Oracle Corporation, 2001. All rights reserved.
2. How many US locations and organizations will there be (internal and external)?
Locations: New York, Wisconsin, Las Vegas, Columbus, Boston and Cleveland (external)
Organizations: AB Shoes West, AB Shoes Midwest, AB Shoes East and Great Benefits
(external)
3. What effective date will you use to set-up your US HRMS structures?
01-Jan-1995
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3. How many locations and organizations (external and internal) will there be for AB Shoes
(UK)?
4. What effective date will you use when you set up your HRMS structures?
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Copyright © Oracle Corporation, 2001. All rights reserved.
2. How many locations, organizations (internal and external) will there be for AB Shoes
(UK)?
Organizations: AB Shoes North, AB Shoes Scotland, AB Shoes South and Great Benefits
(external)
3. What effective date will you use to set-up your HRMS structures?
01-Jan-1995
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Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 1
Setting up Business Groups, Locations, and Organizations
Instructor Demonstrations and Practice Solutions
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Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 2
Instructor Demonstration (US)
Creating a US Business Group for AB Inc
Business Scenario
From the AB Shoes business scenario in an earlier practice you should be able to identify that
AB Shoes Corporation (US) is an operating division of AB Inc. which is headquartered in the
US. AB shoes needs to run its Equal Employment Opportunity (EEO) report based on AB Inc.
information in a consolidated report for all of their organizations.
To support this need and for future expansion to include other divisions, AB Inc. will be the
business group for your US based operations. AB Shoes Corporation is an organization in the
same business group. AB Shoes (UK) will be defined in a separate business group to support
UK payroll, tax and legislative reporting needs.
You must use the appropriate xx structures for the Job, People Group, Grade, Position and Cost
Allocation key flexfields, (where xx is your unique group number).
Make sure that you also enter Tax Detail References for your business group.
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Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 3
Instructor Demonstration and Practice Solution
Creating a US Business Group for AB Inc
1. Navigate to the Organization window using your local Super HRMS Manager
responsibility:
2. Enter xxAB Inc. in the name field (where xx is your unique group number).
5. Select Internal from the list of predefined values to allow employee assignments to this
organization.
7. Select business group in the Organization Classification Name field from the list of
values.
I n
16. Select the appropriate Flexfield structures for your group number.
c l e
17. Select United States from the list of values for the legislation code.
r a
18. Select USD from the list of values for the currency.
O
19. Click the OK button.
Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 4
20. Save your work.
22. Double-click on Work Day Information to enter default information for all employees in
this business group.
25. Select Tax Details References to enter the appropriate Federal, State and local tax default
information for your business group.
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Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 5
Instructor Demonstration
Granting Users access to a New Business Group
Introduction
The security model in Oracle HRMS means that you must grant a user access to a business group
before you can define any details within that business group.
This demonstration and practice reinforces your ability to grant users access to your new
business group using a new Responsibility.
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Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 6
Instructor Demonstration and Practice Solution
Granting Users access to a New Business Group
1. Navigate to the Responsibilities window using your System Administrator responsibility:
2. Enter xx Super HRMS Manager as the new responsibility name (where xx represents your
initials).
4. Enter a responsibility key name and a description for the new responsibility.
6. Select Oracle Applications to signify that this responsibility applies to the professional
user interface.
7. Select Standard and Oracle Human Resources in the Data Group region
9. Select your local HRMS Reports & Processes and Oracle Human Resources in the
Request Group region. n l y
10. Save your work.
e O
Set User Profile Options
U s
You must set at least two user profile options for this new Responsibility.
A I
O
If you are using standard security - Security Groups Enabled = No, then you must assign the
&
Security Profile to the Responsibility and the Responsibility to a User as System Administrator
l
a
If you are using Security Groups Enabled = Yes, then you must assign the Security Profile and
n
te r
the Responsibility to a User as the Super HRMS manager.
1. Navigate to the System Profile Values window using your System Administrator
responsibility:
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(N) Profile > System
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2. Check the display box for Responsibility and enter the name of your new responsibility.
O
3. Enter HR:Security Profile as the profile name and click the Find button.
Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 7
4. Enter the security profile with the same name as your new business group.
Note: The system automatically creates a view all security profile whenever you define a
new business group. After you have setup all the work structures in your business group
you can define restricted security profiles using organization and position hierarchies, and/or
payrolls.
7. Enter HR:User Type as the profile name and click the Find button.
Note: This means that you can see and enter fields on all HRMS windows
11. Enter Help Localization Code as the Profile name and click the Find button.
12. Enter the appropriate territory or vertical code as the value for user type. US for USA or
GB for UK.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 8
Assign New Responsibility to an Application User
1. Navigate to the User window using your System Administrator responsibility
2. Query your own application username - the one you used to log on to the system
3. Insert your xx Super HRMS Manager responsibility from the list of values in a new line in
the responsibility region.
5. Choose the File - Switch Responsibility menu option to bring up the list of responsibilities
you have access to.
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Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 9
Instructor Demonstration
Defining US Locations
Introduction
Business Scenario
Create the following locations, prefixing each location with your unique group number.
Note: You can define local and international worksites for one business group or to be
shared across all business groups. (Controlled by HR:Cross Business Group user profile).
e
Las Vegas, NV 89100 O
U s
AB Shoes East
4534 Tea Party Circle A I
Boston, MA 02100
O
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Copyright © Oracle Corporation, 2001. All rights reserved.
Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 10
Instructor Demonstration and Practice Solution
Defining US Locations
1. Navigate to the Location window using your own Super HRMS Manager responsibility:
2. Type in the name of your location prefixing it with your unique group number.
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Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 11
Instructor Demonstration
Defining US Organizations
Your enterprise has six internal organizations. They are represented as follows:
Note: Remember that AB Shoes, Inc. has already been classified as a business group, so you can
requery the record and add any other classifications that apply.
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Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 12
Instructor Demonstration and Practice Solution
Defining US Organizations
Navigate to the Organization window using your own Super HRMS Manager responsibility
3. Select the appropriate user defined type of organization from the list of values.
9. Continue to the Others area of information to enter default information for each
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Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 13
Entering Work Hours
3. Click OK.
5. Click Others.
7. In the Schedule Table field, select Company Work Schedule from the list of values.
9. Click OK.
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Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 14
Instructor Demonstration
Creating an Organization Hierarchy
Business Scenario
Organization hierarchies show the different management reporting relationships that can exist
within an enterprise. You will also use hierarchies for government reporting and defining
security profiles.
Create a hierarchy in the system that reflects the organization chart for AB Shoes.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 15
Instructor Demonstration and Practice Solution
Creating an Organization Hierarchy
1. Navigate to the Organization Hierarchy window using your own Super HRMS Manager
responsibility:
8. In the Organization region, query the top level organization for your hierarchy.
Note: Use AB Shoes Inc. for the US business group and AB Shoes Corporation (UK) for the
UK.
n l y
If you were setting both of these businesses up in the same system you could define a global
hierarchy to include organizations from all regions for management reporting. Your ability to do
e O
this is controlled by the setting of the HR:Cross Business Group user profile.
U s
I
1. Click in the Subordinates boxes and select the next level of reporting organizations.
A
2. Use the down arrow box to move to the next level of reporting.
O
3. Save your work.
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To enable position control:
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1. Query the organization hierarchy in the Name field.
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2. Check the Position Control box.
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3. Determine the level at which the position control begins.
c
4.
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Click the Top Node Enabled check box to set the level at the highest organization.
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5. Choose an organization in the subordinate block and select Yes in the Position Control
block to set the level at a subordinate level.
Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 16
6. Exclude an organization by choosing the organization in the Subordinates block and
select No from the Position Control block.
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Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 17
Instructor Demonstration
Assigning Employees to Organizations
Introduction
The purpose of this practice is to check that you can hire and assign employees to the
organizations that you have defined.
Business Scenario
Hire an employee to work in one of the AB Shoes organization with a hire date of 01-MAR-
2000.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 18
Instructor Demonstration and Practice Solution
Assigning Employees to Organizations
1. Navigate to the People window using your own Super HRMS Manager responsibility:
3. The system should tell you that no people exist in your business group.
6. Enter Name and personal details for a new employee with a hire date of 01-Mar-2000.
9. An assignment to the business group is created by default when you hire an employee.
10. In the Organization field open the list of values. All of the organizations you created
should be displayed in the list. Select one and save your choice as a correction. n l y
You have completed the practice if all of your organizations appear in the list and you can save
e O
an employee assignment.
U s
the following:
A I
Hints: If an organization does not appear in the list or you cannot save the assignment, check
• O
Effective date of the organization is before the hire date of the employee.
•
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The organization has the classification of HR Organization enabled.
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•
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The organization is of the type Internal.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 19
Instructor Demonstration (UK)
Creating a UK Business Group for AB Shoes
Business Scenario
From the AB Shoes business scenario in an earlier practice you should be able to identify that
AB Shoes Corporation (UK) is a separate operating company within AB Shoes Corporation
which is headquartered in the US.
AB Shoes Corporation (UK) is defined as a separate business group to support UK payroll, tax
and legislative reporting needs.
AB Shoes Corporation (UK) has decided to allocate employee and applicant numbers
automatically.
You must use the appropriate xx structures for the Job, People Group, Grade, Position and Cost
Allocation key flexfields, (where xx is your unique group number).
Make sure that you also enter Tax Detail References for your business group.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 20
Instructor Demonstration and Practice Solution
Creating a UK Business Group for AB Shoes
1. Navigate to the Organization window using your local Super HRMS Manager
responsibility:
2. Enter xxAB Shoes Corporation (UK) in the name field (where xx is your unique group
number).
5. Select Internal from the list of predefined values to allow employee assignments to this
organization.
7. Select business group in the Organization Classification Name field from the list of
values.
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8. Select the enable box.
e O
9. Save your work.
U s
10. Choose the Others button.
A I
11. Double-click on Business Group Information.
O
12. Click in the second field to open the window.
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13. Enter a short name for the business group.
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14. Select Automatic as the option for employee number generation.
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15. Select Automatic as the option for applicant number generation.
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16. Select the appropriate Flexfield structures for your group number.
c
r a
17. Select United Kingdom from the list of values for the legislation code.
O
18. Select GBP from the list of values for the currency.
Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 21
20. Save your work.
22. Double-click on Work Day Information to enter default information for all employees in
this business group.
25. Select Tax Details References to enter the appropriate tax default information for your
business group.
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Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 22
Instructor Demonstration
Granting Users Access to a New Business Group
Introduction
The security model in Oracle HRMS means that you must grant a user access to a business group
before you can define any details within that business group.
This demonstration and practice reinforces your ability to grant users access to your new
business group using a new Responsibility.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 23
Instructor Demonstration and Practice Solution
Granting Users access to a New Business Group
2. Enter xx Super HRMS Manager as the new responsibility name (where xx represents your
initials).
4. Enter a responsibility key name and a description for the new responsibility.
6. Select Oracle Applications to signify that this responsibility applies to the professional
user interface.
7. Select Standard and Oracle Human Resources in the Data Group region
9. Select your local HRMS Reports & Processes and Oracle Human Resources in the
Request Group region. n l y
10. Save your work.
e O
Set User Profile Options
U s
You must set at least two user profile options for this new Responsibility.
A I
O
If you are using standard security - Security Groups Enabled = No, then you must assign the
&
Security Profile to the Responsibility and the Responsibility to a User as System Administrator
l
a
If you are using Security Groups Enabled = Yes, then you must assign the Security Profile and
n
te r
the Responsibility to a User as the Super HRMS manager.
1. Navigate to the System Profile Values window using your System Administrator
responsibility:
I n
l e
(N) Profile > System
c
r a
2. Check the display box for Responsibility and enter the name of your new responsibility.
O
3. Enter HR:Security Profile as the profile name and click the Find button.
4. Enter the security profile with the same name as your new business group.
Copyright © Oracle Corporation, 2001. All rights reserved.
Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 24
Note: The system automatically creates a view all security profile whenever you define a
new business group. After you have setup all the work structures in your business group
you can define restricted security profiles using organization and position hierarchies, and/or
payrolls.
7. Enter HR:User Type as the profile name and click the Find button.
Note: This means that you can see and enter fields on all HRMS windows
11. Enter Help Localization Code as the Profile name and click the Find button.
12. Enter the appropriate territory or vertical code as the value for user type. US for USA or
GB for UK.
13. Note: This value is free format to allow for vertical and custom extensions to local
versions of user help.
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Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 25
Assign New Responsibility to an Application User
2. Query your own application username - the one you used to log on to the system
3. Insert your xx Super HRMS Manager responsibility from the list of values in a new line in
the responsibility region.
5. Choose the File - Switch Responsibility menu option to bring up the list of responsibilities
you have access to.
n l y
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n a
te r
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r a
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Copyright © Oracle Corporation, 2001. All rights reserved.
Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 26
Instructor Demonstration
Defining UK Locations
Introduction
Business Scenario
Create the following locations, prefixing each location with your unique group number.
Note: You can define local and international worksites for one business group or to be
shared across all business groups. (Controlled by HR:Cross Business Group user profile).
n l y
AB Shoes North
540 Dairy Way
AB Shoes Scotland
95 Lauriston Place
e O
Manchester
M8 7FG
Edinburgh
EH3 9HZ
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Copyright © Oracle Corporation, 2001. All rights reserved.
Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 27
Instructor Demonstration and Practice Solution
Defining UK Locations
1. Navigate to the Location window using your own Super HRMS Manager responsibility:
2. Type in the name of your location prefixing it with your unique group number.
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Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 28
Instructor Demonstration
Defining UK Organizations
Your enterprise has six internal organizations. They are represented as follows:
Note: Remember that AB Shoes, Inc. has already been classified as a business group, so you
can requery the record and add any other classifications that apply.
Organizations Business Group HR Organization
AB Shoes Corporation X X
UK
AB Shoes Warehouse X
AB Shoes North X
AB Shoes South X
AB Shoes Scotland X
Great Benefits (UK)
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Copyright © Oracle Corporation, 2001. All rights reserved.
Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 29
Instructor Demonstration and Practice Solution
Defining UK Organizations
Navigate to the Organization window using your own Super HRMS Manager responsibility
3. Select the appropriate user defined type of organization from the list of values.
Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 30
Instructor Demonstration
Creating an Organization Hierarchy
Business Scenario
Organization hierarchies show the different management reporting relationships that can exist
within an enterprise. You will also use hierarchies for government reporting and defining
security profiles.
Create a hierarchy in the system that reflects the organization chart for AB Shoes.
n l y
e O
U s
A I
O
l &
n a
te r
I n
c l e
r a
O
Copyright © Oracle Corporation, 2001. All rights reserved.
Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 31
Instructor Demonstration and Practice Solution
Creating an Organization Hierarchy
1. Navigate to the Organization Hierarchy window using your own Super HRMS Manager
responsibility:
8. In the Organization region, query the top level organization for your hierarchy.
Note: Use AB Shoes Inc. for the US business group and AB Shoes Corporation (UK) for the
UK.
n l y
9. If you were setting both of these businesses up in the same system you could define a
global hierarchy to include organizations from all regions for management reporting.
e O
Your ability to do this is controlled by the setting of the HR:Cross Business Group user
profile.
U s
A I
10. Click in the Subordinates boxes and select the next level of reporting organizations.
11. Use the down arrow box to move to the next level of reporting. O
12. Save your work.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 32
Instructor Demonstration
Assigning Employees to Organizations
Introduction
The purpose of this practice is to check that you can hire and assign employees to the
organizations that you have defined.
Business Scenario
Hire an employee to work in one of the AB Shoes organization with a hire date of 01-MAR-
2000.
n l y
e O
U s
A I
O
l &
n a
te r
I n
c l e
r a
O
Copyright © Oracle Corporation, 2001. All rights reserved.
Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 33
Instructor Demonstration and Practice Solution
Assigning Employees to Organizations
1. Navigate to the People window using your own Super HRMS Manager responsibility:
3. The system should tell you that no people exist in your business group.
6. Enter Name and personal details for a new employee with a hire date of 01-Mar-2000.
9. An assignment to the business group is created by default when you hire an employee.
10. In the Organization field open the list of values. All of the organizations you created
should be displayed in the list. Select one and save your choice as a correction. n l y
You have completed the practice if all of your organizations appear in the list and you can save
e O
an employee assignment.
U s
Hints
A I
− If an organization does not appear in the list or you cannot save the assignment,
check the following:
O
•
&
Effective date of the organization is before the hire date of the employee.
l
• a
The organization has the classification of HR Organization enabled.
n
•
te r
The organization is of the type Internal.
I n
c l e
r a
O
Copyright © Oracle Corporation, 2001. All rights reserved.
Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 34
Instructor Demonstration
Using Application Data Exchange (ADE)
This demonstration guides you through the ADE process of exporting data. ADE enables
common desktop applications like word processors and spreadsheets to change, export and
upload data in Oracle HRMS.
You can select the ADE icon from the toolbar and export data, however you must query some
data before you can launch ADE.
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Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 35
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Setting up Business Groups, Locations, and Organizations Instructor Demonstrations and Practice Solutions
Chapter 24 - Page 36
Representing Financial
Reporting Structures
Instructor Demonstrations
and Practice Solutions
Chapter 25 n l y
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Copyright © Oracle Corporation, 2001. All rights reserved.
1. Navigate to the Payroll window using your local Super HRMS Manager responsibility
Note: You are using this responsibility so that you can view the information for a
predefined business group. If you use your new responsibility you will not be able to view
any costing information until you setup the cost flexfield.
2. Move the cursor to the Costing field. The flexfield window should open to display the
segments that are enabled at the Payroll level for this Business Group.
3. Close the window and move the cursor to the Suspense Account field. The flexfield
window should open to display all the segments that are enabled for this Business Group.
Note: If you are running Oracle Payroll, the costing process will use the suspense account
values to allocate costs that have no values allocated within the system.
n l y
4. Close the window.
5. Navigate to the Organization window using the local version of the Super HRMS
e O
Manager responsibility
U s
(N) Work Structures > Organization > Description
A I
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6. Query an HR Organization and select the Costing window by clicking on the Other
button.
l &
the Organization level.
n a
7. Open the flexfield window to view or enter values for costing segments that are enabled at
l
responsibility.
c e
a
(N) Person > Enter and Maintain
r
O
10. Find an employee whose name begins with S%.
12. Open the flexfield window to view or enter values for costing segments that are enabled
at the Assignment level.
Note: You can enter multiple costing values at the assignment level to allocate costs for one
assignment to multiple cost codes. Each line is datetracked and the total allocation of costs
at all times must be 100%.
14. You could also navigate to the Element Link and Element Entry windows to view other
levels where you can enter cost information in Oracle HRMS. These are covered in more
detail in the module on Costing.
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Representing Legal and Government Reporting Structures Instructor Demonstrations and Practice Solutions
Chapter 26 - Page 1
Representing Legal and Government Reporting Structures
Instructor Demonstrations and Practice Solutions
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Representing Legal and Government Reporting Structures Instructor Demonstrations and Practice Solutions
Chapter 26 - Page 2
Instructor Demonstration
Classifying HR Organizations
You have already defined your internal organizations.
You must add the following classifications for AB Shoes Inc. and AB Shoes Corp (US). Also
you should define and classify the Great Benefits external organization as a Benefits Carrier and
a Workers Compensation Carrier.
Note: Remember that Great Benefits is a benefits provider and not an internal HR
Organization.
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Representing Legal and Government Reporting Structures Instructor Demonstrations and Practice Solutions
Chapter 26 - Page 3
Instructor Demonstration and Practice Solution
Classifying HR Organizations
Setting Up Government Reporting Details for AB Inc.
1. Navigate to the Organization window using your own Super HRMS Manager
responsibility:
7. Select Employer Identification and enter the following Employer Identification Number:
33-1278259.
8. Click OK.
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10. Click Others.
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Representing Legal and Government Reporting Structures Instructor Demonstrations and Practice Solutions
Chapter 26 - Page 4
Entering Tax Rules
2. Select Self Adjust from the list of values for the Social Security Self-Adjust Method.
4. Select Regular from the list of values for the Type of Employment field.
6. Click OK.
8. Choose Others.
10. Select Chicago, Illinois, Cook County from the list of values for the locality. Enter an
eight-digit locality ID number.
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19. Select Self Adjust Method for the SUIF and SDI Self Adjust Method fields.
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20. Enter SUI rate 1: .45
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21. Select Federal Default in the Filing Status/Allowance Rate field.
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Chapter 26 - Page 5
22. Enter the employer liability rate: .60
25. Select Flat Percentage Rate in the Supplemental Calculation Method field.
2. Select Yes from the list of values for the W-2 Transmitter field.
3. Select IBM from the list of values for the Computer field.
4. Select Standard Label from the list of values for the Internal Labeling field.
5. Select 38000 CPI from the list of values for the Density field.
6. Select ASCII from the list of values for the Recording Code field.
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7. Enter 40 in the Blocking Factor field.
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8. Click OK.
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Adding Classifications for the GRE Organization
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Representing Legal and Government Reporting Structures Instructor Demonstrations and Practice Solutions
Chapter 26 - Page 6
1. Click the Organization Name field and query your xx AB Shoes Corporation (US).
6. Select Employer Identification and enter the following Employer Identification Number:
33-1278259.
7. Click OK.
9. Choose Others.
11. Select Self-Adjust from the list of values for the Social Security Self-Adjust Method.
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13. Select Regular from the list of values for the Type of Employment field.
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Chapter 26 - Page 7
23. Save your work.
29. Select Self Adjust Method for the SUIF and SDI Self Adjust Method fields.
35. Select Flat Percentage Rate in the Supplemental Calculation Method field.
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Chapter 26 - Page 8
Setting Up W-2 Reporting
40. Select Yes from the list of values for the W-2 Transmitter field.
41. Select IBM from the list of values for the Computer field.
42. Select Standard Label from the list of values for the Internal Labeling field.
43. Select 38000 CPI from the list of values for the Density field.
44. Select ASCII from the list of values for the Recording Code field.
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Chapter 26 - Page 9
Setting Up an External Organization
52. Click the Organization Name field and select the New Record icon.
56. Click Location field and select xxGreat Benefit from the list of values.
59. Click the Organization Classification field and select Benefit Carrier.
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Chapter 26 - Page 10
Costing
Chapter 27
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Costing
Chapter 27 - Page 1
Costing
Costing
Release 11i
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Costing
Chapter 27 - Page 2
Modules
Modules
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Costing
Chapter 27 - Page 3
Objectives
Objectives
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Costing
Chapter 27 - Page 4
Setting Up the Cost
Allocation Key Flexfield
Chapter 28
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HR Division 01
2
Hierarchies
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Costing in HRMS
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Costing in HRMS
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Company
Cost Center
Account Code
Project
Product
Overrides
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• Define headings as
Group Key Flexfield
segments for a flexfield
structure Company Vision US
• One structure per
Business Group Account Code Salaries
– <= 30 segments in each Cost Center 7350 - HR Dev
structure
– Different needs for Project Self-Service
different countries
US US
GL Reporting
Multi-Org
n... n...
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Applications Help Library > Applied Technology > Oracle Applications Flexfield > Key
Flexfields Segments Window > Defining Segments
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Payroll Element
Organization Cost Type
Link
Costs
Distribute
Assignment Element costs at
Entry Link level
Costs Costs
Split costs
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• Suspense Codes
– Costing process uses suspense code when no cost
allocation is found
– Enter suspense code values in Payroll window
• Balancing Codes
– Segment qualifiers control which segments can have
balancing values for GL
– Enter code values for balancing accounts at link level
Reverses cost value for transferred to GL code to
comply with the credit and debit model
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• Not Costed
– No cost information for specific elements
• Costed
– Typical choice for earnings elements
• Fixed
– All costs for this element go to the codes entered on
the Link unless overridden at Entry level
• Distributed
– Distribute overhead costs for specific elements to a
Distribution Set of elements
– In proportion to values for other elements
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Assignment Level
Special Factors
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Payroll Processing
Processing Overview
Time
Capture
Adjustments GL Disbursement
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Oracle HRMS > Cost Analysis > Costing A I
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Tax Considerations
Costing All Taxes by Tax Type
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Tax Considerations
Costing All Taxes by Tax Type
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Additional segments
• State Code
– If you must collect state and local tax costs by state
but not locality
• + County Code, City Code, School District Code
– If you must also collect tax amounts by locality
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Additional Segments
• Do not mark these segments as required
• Do not enable any qualifiers
– They should not appear in any window
• These segments receive entries directly from the
payroll run
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Costing
Chapter 32 - Page 1
Costing
Costing
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Costing
Chapter 32 - Page 2
Summary
Summary
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Costing
Chapter 32 - Page 3
Summary
Summary
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Costing
Chapter 32 - Page 4
Costing - Instructor
Demonstrations and
Practice Solutions
Chapter 33
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This demonstration and practice reinforces your ability to define a structure and
segments for the Cost Allocation key flexfield.
Business Scenario
The objective of this practice is to set up a Cost Allocation key flexfield structure
for your business group with segments for cost center, account code and project
code. These cost codes are common to many enterprises and this practice will
also show you how to restrict the appearance of each segment using qualifiers.
Segments
No. Name Validation Description
Type
1 Cost Center Independent List of values.
In a shared implementation you
might want to use the same value
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Number (4)
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number of characters.
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might want table validation to use
Value Sets
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Valid Values for Cost Center
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105
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Flexfield Qualifiers
Qualifier Cost Account Project
Centre Code Code
Organization X
Payroll X
Element X X
Balancing X X X
Assignment X X
Element Entry X X X
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2. Run a query with the following criteria in the Flexfield Title field:
− Cost%
3. Click in the Structures region and choose the New button in the toolbar to
create a new structure.
4. Enter “xx Cost Flexfield” in the Title field (where xx is your unique group
number).
Note: Make sure that the Freeze Flexfield Definition box is unchecked, since
you are creating a new flexfield.
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6. Enter 10 in the Number column.
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11. Define a new Value Set with the following details:
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− Name = xx Cost Centers (where xx is your unique group number)
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− Maximum Size = 4
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− Format Type = Number
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− Validation type = Independent (This will allow the value set to have
a valid list of values
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12. Save the value set
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13. Return to the Segment Summary window and choose the value set you
O have just created.
16. Uncheck the Required check box so that the segment is not mandatory.
17. Select the Qualifiers button and enable qualifiers for Organization,
Balancing, Assignment and Element Entry.
23. Ensure the Enabled, Displayed and Index check boxes are checked.
24. Select the Value Set button once you are on the Value Set field
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27. Return to the Segment Summary window and choose the value set you
have just created
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28. Choose the Open button to display the Segment window.
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29. Select a Default Type of Constant and enter a default vale of GL 56
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30. Uncheck the Required check box so that the segment is not mandatory.
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31. Select the Qualifiers button and enable qualifiers for Payroll, Element,
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32. Save your work.
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33. Return to the Segment Summary window.
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34. Go to the next row to create segment 30.
38. Select the Value Set button once you are on the Value Set field
41. Return to the Segment Summary window and choose the value set you
have just created
42. Select a Default Type of Constant and enter a default value of 7500.
43. Select the Qualifiers button and enable qualifiers for Element, Balancing,
Assignment and Element Entry.
46. Close the Segment Summary window and make sure your cursor is still
active on the structure you created.
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47. Check the Freeze Flexfield Definition check box.
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48. Choose Compile or Save your changes to compile the new flexfield.
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49. You still need to define values for the two segments with ‘Independent’ list
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2. Query the Value Set you defined for Cost Center and enter the list of
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values given.
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4. Query the Value Set you defined for Account Code and enter the list of
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1. Navigate to the Payroll window using your local Super HRMS Manager
responsibility
Note: You are using this responsibility so that you can view the information
for a predefined business group. If you use your new responsibility you will
not be able to view any costing information until you setup the cost flexfield.
2. Move the cursor to the Costing field. The flexfield window should open to
display the segments that are enabled at the Payroll level for this Business
Group.
3. Close the window and move the cursor to the Suspense Account field. The
flexfield window should open to display all the segments that are enabled
for this Business Group.
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suspense account values to allocate costs that have no values allocated within
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6. Query an HR Organization and select the Costing window by clicking on
the Other button.
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7. Open the flexfield window to view or enter values for costing segments
that are enabled at the Organization level.
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8. Close the window.
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9. Navigate to the Assignment window using the local version of the Super
O HRMS Manager responsibility.
12. Open the flexfield window to view or enter values for costing segments
that are enabled at the Assignment level.
Note: You can enter multiple costing values at the assignment level to
allocate costs for one assignment to multiple cost codes. Each line is
datetracked and the total allocation of costs at all times must be 100%.
14. You could also navigate to the Element Link and Element Entry windows
to view other levels where you can enter cost information in Oracle HRMS.
These are covered in more detail in the module on Costing.
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Release 11i
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Objectives
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Modules
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Topics
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Overview
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Hiring &
Recruitment Deployment
Organization Career
& Resource Management
Planning
Compensation
Time & Labor &
Benefits
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Assignment Employment
People Relationship
Details
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Address Contracts
details
Identifying Employees
1004 1005
1003 1006
1002 1007
1001 1008
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Person Types
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• Attendance’s at educational
establishments
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