Ebs r12 1 HCM 5 Core HR Others

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Oracle E-Business Suite R12 Human Capital Management (HCM)

Essentials Partner Boot Camp Training Courseware
HR Other Components
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R12: Oracle HRMS
Module: Core HR: Others:

Pre-requisites
To understand this module you should have hand-on knowledge of
following Core HR features
• Work Structure Components
• Core HR Workforce Management
• Creating & Granting Users Access to a Business Group
Module Objectives
HR Security Profile
Configure Key Flex Fields
User Defined Tables
HR Lookup
Configure SIT and EIT
HRMS Profile Options
Forms Configuration & Task Flows
Menus and Functions
Project Accounting
Date Tracking
Overview
• Date tracked records display data depending on the date from which
you are viewing the data.
• Date on which you are working on the data can be set in the ‘Alter
Effective Date’ window and can be referred by the term Today.
• Date tracked form prompts a number of choices when you update or
delete a record.
• Prompts displayed during the Updation of a record are
• CORRECTION and UPDATE
• INSERT and REPLACE appears along with CORRECTION AND
UPDATE in case of future changed record
• Prompts displayed during the Deletion of a record are
• END DATE, PURGE, ALL, NEXT CHANGE
Date Tracking
Date Tracking
• (N) People > Enter and Maintain > (Alter Effective Date)
Date Tracking
CORRECTION - Values are overwritten on the record being updated and the effective dates remain the same as the old record.
(N) People > Enter and Maintain > Assignment
•Record Before and after Correction (value corrected is Assignment Category):
Date Tracking
UPDATE - Updated values are written as a new record effective from
the datetrack date until 31-Dec-4712. The previous record is end dated
one day prior to the datetrack date.
•(N) People > Enter and Maintain > Assignment
Record Before Update:
After Update (Effective Dates Only)
Date Tracking
• When a record being updated has future changes, then system will
prompt the following options :
• INSERT
The changes that are being made will be in effect until the effective
end date of the current record.
• REPLACE
The changes that are being made will be effective until the
effective end date of the last record in the future i.e. all the future
changes will be deleted.
Date Tracking
Date Track - Delete
• Deleting a date tracked record, will prompt the user different options
as below :
• END DATE– Sets the effective end date of the record as Today’s date
• PURGE – Deletes all records
• ALL – Deletes all future changes to the current record and sets the
effective end date of the current record to 31-DEC-4712
• NEXT CHANGE – Deletes the next change to the current record and
sets the effective end date of the current record same as the effective
end date of the deleted row.
Module Objectives
Date Tracking

User Defined Tables
HR Lookup
Menus and Functions
Project Accounting
HR Security Profile
Overview
• Security Profile will
• Restrict access to the person type records.
• Allow access to be restricted using various criteria’s like Organization
Hierarchies, Positions, Position Hierarchies, Payrolls, Supervisors,
Supervisor Hierarchies, Assignments etc.
• Allow different restrictions to be combined to create a set of rules.
• Creating a business group will automatically create a View-All Security
Profile
• Global Security Profile helps users to work on data across multiple
business groups
• Security Profile is linked to a responsibility and determines the access of
the records to the holder of this responsibility.
• Security List Maintenance Process maintains the list of organizations,
positions, employees etc that a security profile holder can access. This
process should be scheduled to run every night.
HR Security Profile
Define HR Security Profile – Organization Security
• Access can be restricted to a single organization, list of organizations
or an organization hierarchy
(N) Security > Profile
HR Security Profile
Define HR Security Profile – Position Security
• Security restrictions can be based on position hierarchy.
HR Security Profile
Payroll Security
• Access to employee and applicant records can be restricted by Payroll.
Users who have this security can see only records of the employees
who are on the Payrolls listed in the Payroll Security.
HR Security Profile
Supervisor Security
• Supervisor Security permits access to a supervisor hierarchy. It can be
either person based or assignment based.
• Person Based Security : Supervisor can see all the assignments of
direct/indirect reports.
• Assignment Based Security : Supervisor Hierarchy will be based on the
logging in supervisor’s assignment.
• Number of hierarchy levels can be limited. This will help to improve
performance since the hierarchy is generated at the start of the session.
HR Security Profile
Supervisor Security
HR Security Profile
Run Security List Maintenance Process
• (N) Processes and Reports > Submit Processes and Reports > Single
Request
HR Security Profile
Attach Security Profile
• Security Profile must be linked to a responsibility to determine the
access to the user. This can be done using the profile ‘HR : Security
Profile’ or Assign Security Profiles window.
• HR: Security Profile is used when Security Groups Enabled security is
not used.
• Assign security profile is used when Security Groups Enabled security
is used.
• In the Security Groups Enabled Security Model, a Security Group is
automatically created for every business group when you run the
Enable Multiple Security Group Process.
HR Security Profile
Assign Security Profile
• (N) System Administrator > Profile > System
HR Security Profile
Assignment Security Profile
• Enables you to search for security profile assignments that have
already been setup.
• Click on New to setup a new security profile assignment
• (N) Security > Assign Security Profiles
HR Security Profile
Assign Security Profile
• Assign Security profile links the user, responsibility and business
group.
• User can then log on using the Responsibility and Security Group
pairing.
• (N) Security > Assign Security Profiles > (New)
Module Objectives
Date Tracking
HR Security Profile
User Defined Tables
HR Lookup
Menus and Functions
Project Accounting
Overview
• Flexfield is a structure available in HRMS, which enables you to
customize a particular fields available in Oracle HRMS window. For
example, structure of job field available on Assignment window would
vary from Organization to Organization. Oracle HRMS enables you to
customize job field using flexfield concept. There is no programming
required to achieve this.
• Flexfield contains multiple segments and each segment can be
validated independently.
• Key flexfield allows you to store additional information for an existing
key (field) in window. For example, Job and position Key flexfield in
Assignment window
Some of the Key Flexfield in HRMS are mentioned below:
• Job
• Position
• Grade
• Competence
• People Group
• Cost Allocation
The structure of flexfields includes:
• Flexfield name
• Segments
• Segment Value
• Value sets
• Qualifier
Key Flex field
(N) Application > Flex field > Key > Segments
Flexfield Qualifiers
• Some flexfields use qualifiers to control the level at which users can
enter values for each segment such as Payroll, Link, Organization,
Assignment, Entry and Balancing.
• Cost Allocation and Competence flexfields take use of qualifiers to
control a level at which values to be entered.
• Snapshot of cost allocation key flexfield is given in the next slide for
better understanding.
Cost Allocation Key Flexfield
(N) Application > Flexfield > Key > Segments
Module Objectives
Date Tracking
HR Security Profile
HR Lookup
Menus and Functions
Project Accounting
User Defined Tables
Overview
• User Defined Tables allows you to setup your own tables to hold
data like Shift Rates, Medical Premium Rates etc.
• Data held in UDT can be accessed from formulae’s or forms or
reports.
• Few legislations provide predefined UDT’s to hold values for
Payroll calculations.
• Tables can be set up using the Table Structure window.
• Values can be set up using the Table Values window.
• Data held in the UDT’s are date tracked and hence, you can delete
existing entries or rows and add new ones as of effective date.
User Defined Tables
Define Table Structure
• Table definition will include the rows and columns like a matrix.
• (N) Other Definitions > Table Structure
User Defined Tables
Table Columns
• (N) Other Definitions > Table Structure > Columns
User Defined Tables
Table Rows
• (N) Other Definitions > Table Structure > Rows
User Defined Tables
Define Table Values
• (N) Other Definitions > Table Values
Module Objectives
Date Tracking
HR Security Profile
User Defined Tables
Menus and Functions
Project Accounting
HR Lookups
Overview
• Lookup is a list of values for specific information.
• Specific information for which list of values exists is called Lookup
Type e.g. Marital Status
• Each Value in the lookup type has a code, meaning , legislative tag,
effective dates.
• Tag is used to identify lookup codes that are specific to the
legislation.
• Access Level of the lookup types determines the ability to add new
codes or disable the supplied codes.
• User – New codes can be added and supplied codes can be disabled.
• Extensible – New codes can be added, but supplied codes cannot be
disabled.
• System – New codes cannot be added or Supplied Codes cannot be
disabled.
HR Lookups
Defile HR Lookups
• (N) Other Definitions > Lookup Tables
Module Objectives
Date Tracking
HR Security Profile
User Defined Tables
HR Lookup
Menus and Functions
Project Accounting
Overview
• Apart from Key and Descriptive flexfields, Oracle HRMS allows you to
create information types to store additional information. These
information types are generally available for a particular window,
which carry their own title.
• For example, you can design an information type for people window
to store “Company car details”, which would store following segments:
• Model
• Make
• Year of manufacturing
• Mileage run
• There are two types of information types, Special Information Type
(SIT) and Extra Information type (EIT)
Special Information Type (SIT)
• SIT is a Key flexfield, which enables you to set up user defined fields
for recording additional information.
• Personal Analysis key flexfield need to be used to configure SIT. SIT
can also be enabled at Job and position Screen.
• SITs are dated, it means each SIT combination will have start and
end date.
• Once SIT is configured, it needs to be enabled for a particular entity
such as Job and Position.
Special Information Type (SIT) Contd..
(N) Application > Flexfield > Key > Segments
Enabling SIT
(N) Other Definition > Special Information Types
Extra Information Type (EIT)
• EIT is a type of descriptive flexfield, which enables you to set up user
defined fields to record additional information.
• Oracle HRMS allows to configure EITs for entities such as Job,

Position, Person, Assignment, Location, Organization and Contacts.
• EITs generally do not have start and end date.
• To set up EITs, following activities need to be performed:

• Create EIT
• Register EIT
• Set up Security
Extra Information Type (EIT) contd..
(N) Application > Flexfield > Descriptive > Segments
Registering EIT’s
(N) Processes and Reports > Submit Processes and Reports
Enabling EIT’s Security
(N) Security > Information Types Security
Module Objectives
Date Tracking
HR Security Profile
User Defined Tables
HR Lookup
Menus and Functions
Project Accounting
Overview
• Profiles are set of options that affect the way the application behaves.
• Profile Options can be set at Site, Application, Responsibility and
User Levels.
• Site – Settings apply to all users at the installation.
• Application – Settings apply to any responsibility associated with
the application.
• Responsibility – Settings apply to users logged on using the
responsibility.
• User – Settings apply to the specific users.
• Some Profile Options are as listed below :
• HR : Business Group
• Determines the business group assigned to the responsibility.
• HR : Query Only Mode
• Set Yes, to provide view access to all HR and Payroll forms
• Date Track : Enabled
• Controls whether the date track feature is available for the
application.
• HR: Self Service HR Licensed
• Controls whether the customer has Self Service HRMS License.
• HR: Use Title in Person's Full Name
• Enables to remove Title from Person’s Full Name.
• HR : Self Service Save For Later
• Controls whether the Save For Later button is displayed in all
pages in Self Service.
Set Profile Option
• (N) System Administrator > Profile > System
Module Objectives
Date Tracking
HR Security Profile
User Defined Tables
HR Lookup
Menus and Functions
Project Accounting
Task Flow
• Task Flows can link windows in a task so that each window is
brought up without returning to the menu.
• Information entered in the windows in a task flow will depend on the
context of the first window.
• Creation of the Tasks Flow will include
• Definition of the task flow nodes
• Definition of task flows
• Linking of Task Flows to Menu.
• Task Flow should be identified with a unique name.
Task Flow Nodes
• Each form in a task flow is a node. Predefined nodes exist for every
form that can be included in the task flow. Node should be created for a
configured version of the form.
• Nodes are created in the Define Task Flow Nodes window
• All Nodes in the task flow should be first defined by adding them as
records in the Node Name field. First form should be marked as the Top
Node.
• Navigation Options :
• For each node, the other nodes to which you navigate to is defined in the
navigation options.
• Button check box is ticked for every node that appears as a Button.
• Buttons appear from left to right of the base of the window in the order of the
sequence no .
• Every form has a default label and this can be overwritten in the navigation
options.
Define Task Flow Nodes
• (N) Security > Task Flow Nodes
Define Task Flows
• Task Flows can be defined in Define Task Flow window.
• Existing task flows can be copied to a new task flow.
• (N) Security > Task Flow Definitions
Link Task Flows to Menu
• Define a new function for the first form in the Task Flow with
parameters field as WORKFLOW_NAME = “task flow name” and then
link this function to the menu from where the task flow needs to be
accessed.
• (N) Application > Function
People Management Configurator
• People Management Configurator is a tool to design windows to
capture essential information, thereby saving data entry time and
reducing errors.
• Oracle HRMS has predefined templates which can used as a guide for
new template creations.
• During the design of the new window you can
• Choose the component windows - Summary, Find , Maintenance to be
displayed
• Choose the Tabs, Fields and Buttons to be displayed.
• Choose to default values in the fields.
• Setup data restrictions like for e.g. Employee only
• Enable display of datetrack history in date tracked fields.
• Add Additional fields to the People Management Window
Define People Management Configurator
• (N) Security > Forms Configurator
Module Objectives
Date Tracking
HR Security Profile
User Defined Tables
HR Lookup
Project Accounting
Menus and Functions
Overview
• Function is a unique name defined to call a configured window or task
flow.
• Functions are attached to Menus.
• Functions can be excluded from the responsibility.
• Menu structure is used to restrict the windows/self service pages that
users can access.
• Menu structure is assigned to a responsibility.
Menus and Functions
Define Function
• (N) System Administrator > Application > Function
• User Name is a unique name that describes the function
Menus and Functions
Define Function
• Click on Properties tab
• Type describes the function’s use e.g. Form, Sub function, JSP etc
Menus and Functions
Define Function
• Click on Form tab
• Name and Application of the form to be chosen for a form function.
• Certain options that may be included in the parameters e.g.
• QUERY_ONLY -> If the form is in Query Only mode
• TEMPLATE_NAME -> To Call a People Management form
Menus and Functions
Define Menus
• (N) System Administrator > Application > Menu
Module Objectives
Date Tracking
HR Security Profile
User Defined Tables
HR Lookup
Menus and Functions
Projects Accounting
Overview
• Oracle HR and Oracle Projects integrate fully to keep track of
employees and their relevant information.
• Integration of Oracle Projects with Oracle HR includes :
• Business Group
• Jobs
• Locations
• Organizations, Organization Hierarchy
• Employee
• Employee Assignments
• Employee details are captured through Oracle HR responsibility if
Oracle HR is installed. Else, they are captured in the Oracle Projects.
• Employee details can be maintained in Oracle projects when the
Oracle HR is fully installed.
Projects Accounting
Projects – Manage Employees
• Responsibility : Projects Implementation Super user
• (N) Setup > Resources and Organizations > HR Foundation > People
> Enter and Maintain Employee
Projects Accounting
• Enter Search Criteria and Click on Find Button.
• Set focus on the Employee record and then click on the Details
button.
Projects Accounting
• Employee details are displayed for the chosen record.
Q&
A
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Ebs r12 1 HCM 5 Core HR Others

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<Insert Picture Here>

Oracle E-Business Suite R12 Human Capital Management (HCM)

The following is intended to outline our general

Module: Core HR: Others:

User Defined Tables

Configure SIT and EIT

HRMS Profile Options

Forms Configuration & Task Flows

Menus and Functions

After Update (Effective Dates Only)

<Insert Picture Here>

User Defined Tables

Configure SIT and EIT

HRMS Profile Options

Forms Configuration & Task Flows

Menus and Functions

User Defined Tables

Configure SIT and EIT

HRMS Profile Options

Forms Configuration & Task Flows

Menus and Functions

Configure SIT and EIT

HRMS Profile Options

Forms Configuration & Task Flows

Menus and Functions

User Defined Tables

Configure SIT and EIT

HRMS Profile Options

Forms Configuration & Task Flows

Menus and Functions

User Defined Tables

HRMS Profile Options

Forms Configuration & Task Flows

Menus and Functions

• Oracle HRMS allows to configure EITs for entities such as Job,

• EITs generally do not have start and end date.

• To set up EITs, following activities need to be performed:

User Defined Tables

Configure SIT and EIT

Forms Configuration & Task Flows

Menus and Functions

User Defined Tables

Configure SIT and EIT

HRMS Profile Options

Menus and Functions

User Defined Tables

Configure SIT and EIT

HRMS Profile Options

Forms Configuration & Task Flows

User Defined Tables

Configure SIT and EIT

HRMS Profile Options

Forms Configuration & Task Flows

Menus and Functions

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