Oracle HRMS Workstructure Admin Guide1

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R12.x Oracle HRMS WorkStructures Fundamentals -Activity Guide US

Activity Guide

D60565GC10

Edition 1.0

October 2010

D69204


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

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

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

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

Restricted Rights Notice

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

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

Trademark Notice

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

Author

Gowri Arur

Technical Contributors and Reviewers

Leanne Wilborn

This book was published using: Oracle Tutor


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Copyright © Oracle 2010. All rights reserved.

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

Table of Contents

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

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

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

Defining Key Flexfields ................................................................................................................................1-13 Practice - Defining Value Sets...................................................................................................................1-14 Solution - Defining Value Sets ..................................................................................................................1-15 Practice - Defining Segment Values for Value Sets ..................................................................................1-19 Solution - Defining Segment Values for Value Sets..................................................................................1-20 Practice - Defining Position Key Flexfield................................................................................................1-26 Solution - Defining Position Key Flexfield ...............................................................................................1-27 Practice - Defining Job Key Flexfield .......................................................................................................1-29 Solution - Defining Job Key Flexfield.......................................................................................................1-30 Practice - Defining Grade Key Flexfield ...................................................................................................1-32 Solution - Defining Grade Key Flexfield...................................................................................................1-33 Practice - Defining Cost Allocation Key Flexfield....................................................................................1-35 Solution - Defining Cost Allocation Flexfield...........................................................................................1-36 Practice - Defining People Group Key Flexfield.......................................................................................1-38 Solution - Defining People Group Flexfield..............................................................................................1-39 Practice - Defining Personal Analysis Key Flexfield ................................................................................1-41 Solution - Defining Personal Analysis Key Flexfield................................................................................1-42 Practice - Defining Competence Key Flexfield .........................................................................................1-45 Solution - Defining Competence Key Flexfield ........................................................................................1-46

Creating a Business Group and User Access.................................................................................................1-48

Practice - Creating a Business Group ........................................................................................................1-49 Solution - Creating a Business Group........................................................................................................1-50 Practice - Granting Users Access to a Business Group and Creating Responsibilities..............................1-54 Solution - Granting Users Access to a Business Group and Creating Responsibilities .............................1-55 Practice - Testing Application User...........................................................................................................1-58 Solution - Testing Application User ..........................................................................................................1-59 Practice - Enabling Special Information Types .........................................................................................1-60 Solution - Enabling Special Information Types.........................................................................................1-61

Creating Locations.........................................................................................................................................1-62 Practice - Creating Locations.....................................................................................................................1-63 Solution - Creating Locations....................................................................................................................1-64

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

Solution - Updating the Organization Business Group Information..........................................................1-68 Practice - Defining Additional Organizations............................................................................................1-72 Solution - Defining Additional Organizations...........................................................................................1-73 Practice - Defining an Organization Hierarchy..........................................................................................1-75 Solution - Defining an Organization Hierarchy.........................................................................................1-77

Representing Financial Reporting Structures ................................................................................................1-79 Guided Demonstration - Overview of Representing Financial Reporting Structures................................1-80

Representing Government Reporting Structures (US)...................................................................................1-87 Practice - Running the EEO1 Report.........................................................................................................1-88


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

Solution - Running the EEO1 Report ........................................................................................................1-89 Practice - Creating Establishment Hierarchies...........................................................................................1-90 Solution - Creating Establishment Hierarchies..........................................................................................1-91

Representing Grades, Jobs and Positions ......................................................................................................1-92 Practice - Defining Grades.........................................................................................................................1-93 Solution - Defining Grades........................................................................................................................1-94 Practice - Defining Grade Rates ................................................................................................................1-95 Solution - Defining Grade Rates................................................................................................................1-96 Practice - Defining Jobs.............................................................................................................................1-97 Solution - Defining Jobs............................................................................................................................1-98 Practice - Defining Work Choices for Jobs ...............................................................................................1-100 Solution - Defining Work Choices for Jobs...............................................................................................1-101 Practice - Defining Positions .....................................................................................................................1-102 Solution - Defining Positions.....................................................................................................................1-103

Position Hierarchies.......................................................................................................................................1-105 Practice - Defining a Position Hierarchy ...................................................................................................1-106 Solution - Defining a Position Hierarchy...................................................................................................1-107 Practice - Entering a New Employee in Your Business Group .................................................................1-110 Solution - Entering a New Employee in Your Business Group.................................................................1-111

Mass Move Updates ......................................................................................................................................1-113 Instructor Task - Entering Employees for Mass Move of Positions ..........................................................1-114

Guided Demonstration - Creating a Mass Move of Positions....................................................................1-116 Understanding Checklists ..............................................................................................................................1-118

Guided Demonstration - Setting Up Checklists.........................................................................................1-119 Setting Up Workers Compensation (US).......................................................................................................1-123

Practice - Defining Workers Compensation Rates and Codes...................................................................1-124 Solution - Defining Workers Compensation Rates and Codes ..................................................................1-125

Setting Up Enterprise Work Structures Conclusion ......................................................................................1-128 Additional Practices and Guided Demonstrations .........................................................................................1-129

Practice - Reviewing Lookup Values ........................................................................................................1-130 Solution - Reviewing Lookup Values........................................................................................................1-131 Practice - Reviewing a Descriptive Flexfield Example .............................................................................1-132 Solution - Reviewing a Descriptive Flexfield Example.............................................................................1-133 Practice - Reviewing EIT Setup.................................................................................................................1-136

Solution - Reviewing EIT Setup................................................................................................................1-137 Guided Demonstration - Defining Assignment Statuses ...........................................................................1-138 Practice - Defining Person Types ..............................................................................................................1-140 Solution - Defining Person Types..............................................................................................................1-141 Guided Demonstration - Defining Organizations, Jobs and Positions through Configuration Workbench...................................................................................................................................................................1-142


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

Preface

Profile

Before You Begin This Course

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

• Thorough knowledge of Oracle Applications

• Working experience with procurement

Prerequisites

• Oracle Applications Foundations

How This Course Is Organized

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


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

Related Publications

Oracle Publications

Title Part Number

Oracle HRMS Implementation Guide E13513-03

Oracle Workforce Sourcing, Deployment, and Talent ManagementGuide

E13515-03

Oracle HRMS Enterprise and Workforce Management Guide E13511-03

Additional Publications

• System release bulletins

• Installation and user’s guides

• Read-me files

• International Oracle User’s Group (IOUG) articles

• Oracle Magazine


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

Typographic Conventions in Code

Convention Element Example

Caps andlowercase

Oracle Formstriggers

When-Validate-Item

Lowercase Column names,table names

SELECT last_nameFROM s_emp;

Passwords DROP USER scottIDENTIFIED BY tiger;

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

Lowercaseitalic

Syntax variables CREATE ROLE role

Uppercase SQL commands andfunctions

SELECT useridFROM emp;

Typographic Conventions in Oracle Application Navigation Paths

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

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

This simplified path translates to the following:

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

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

3. (B) Click the Approve button.

Notations:

(N) = Navigator

(M) = Menu

(T) = Tab

(B) = Button

(I) = Icon

(H) = Hyperlink

(ST) = Sub Tab


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

Typographical Conventions in Oracle Application Help System Paths

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

The following help navigation path, for example—

(Help) General Ledger > Journals > Enter Journals

—represents the following sequence of actions:

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

2. Under the General Ledger entry, expand Journals.

3. Under Journals, select Enter Journals.

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

window.


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


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Copyright © Oracle, 2010. All rights reserved.

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

R12.x Oracle HRMS WorkStructures Fundamentals -Activity Guide US

Chapter 1


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R12.x Oracle HRMS Work Structures Fundamentals ActivityGuide - US


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Objectives


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Overview of Enterprise Work Structures

There are no Practices and Demonstrations in this Chapter.


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Understanding Work Structure Components 1



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Setting Up Enterprise Work Structures


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Practice - Hiring Yourself into Vision Corporation

Overview

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

this employee throughout the class.

Assumptions

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

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

• Screenshots displayed in the practice solution reflect a US responsibility. Details of the page can change according to the responsibility selected.

Tasks

Signing on to the Personal Home Page

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

• Username: HRMS

• Password: WELCOME

• Responsibility: US Super HRMS Manager

Entering a New Employee Using the People Window

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

• Address

•

Contact

• Assignment


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Solution - Hiring Yourself into Vision Corporation

Entering a New Employee Using the People Window

Responsibility = US Super HRMS Manager

1. Log in to Oracle HRMS as HRMS/WELCOME and use the US Super HRMS Managerresponsibility.

2. Navigate to the People window.

• (N) People > Enter and Maintain

The Find Person window appears.

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

4. Click the Alter Effective Date icon.

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

6. In the People window, specify the information in the following table to hire an employee. Ifyou receive a message “Potential Duplicate…” choose “No match…”

Field Value

Last xxSmith

First John

Gender MaleAction Create Employment

Social Security Any unique ID in the format 999-99-9999

Birth Date 02-JUN-1978

7. Save your work.

Entering Address Information

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

9. Enter the following address information:


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Field Name Value

Address Line 1 500 Main Street

City Pewaukee

State WI

Zip Code 53072

County Waukesha

10. Save your work and close the Address window.

Entering Assignment Information

11. Click the Assignment button on the People window.

12. In the Assignment window, ensure that the following information is available:

− Organization = Vision Corporation

− Status = Active Assignment

− Assignment Number

13. Click the Statutory Information tab.

14. Click the field in the tabbed region to display the “GREs and other data” dialog box.

15. Select Vision Corporation as the Government Reporting Entity in the GREs and other datawindow. Accept the default schedule.

16. Click OK.

17. Save your work and close all the windows.


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Defining Key Flexfields


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Practice - Defining Value Sets

Overview

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

attributes or for the values.

Assumptions


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

Tasks

Define value sets for:

− Job Key Flexfield

− Position Key Flexfield

− Grade Key Flexfield

− People Group Key Flexfield

− Personal Analysis Key Flexfield

− Competence Key Flexfield


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Solution - Defining Value Sets

Responsibility = System Administrator

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

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

• (N) Application > Validation > Set

Defining Value Sets for the Job Key Flexfield

3. Define a new value set for Job Name segment using the following details:

− Value Set Name: XXJob Name (where XX is your unique PC number)

− Description: XXJob Name

− List Type: List of Values (Default)

− Security Type: No Security (Default)

− Format Type: Char

− Maximum Size: 20

− Validation Type: Independent (Default)

4. Save your work (Ctrl + S).

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

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

− Value Set Name: XXJob Code (where XX is your unique PC number)

− Description: XXJob Code





− Validation Type: Dependent

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

8. In the Independent Value Set Region select:

− Name: XXJob Name

− Description: XXJob Name

9. In the Dependent Default Value Region enter:

− Value: Disable

− Description: No Value Required

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


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

Defining a Value Set for the Position Key Flexfield

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

− Value Set Name: XXRegion (where XX is your unique PC number)− Description: XXRegion





− Validation Type: Independent

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

Defining Value Sets for the Grade Key Flexfield

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

− Value Set Name: XXGrade Name (where XX is your unique PC number)

− Description: XXGrade Name






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

17. Define a new value set for the Grade Level segment using the following details:

− Value Set Name: XXGrade Level (where XX is your unique PC number)

− Description: XXGrade Level




− Maximum Size: 2

− Numbers Only Check this box

− Min Value: 01

−

Max Value: 12− Validation Type: None


Defining Value Sets for the People Group Key Flexfield

19. Define a new value set for the Union Name segment using the following details:


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− Value Set Name: XXUnion Name (where XX is your unique PC number)

− Description: XXUnion Name







21. Click the New Record Icon (+).

Defining Value Sets for the Personal Analysis Key Flexfield

22. Define a new value set for the Car Make segment using the following details:

− Value Set Name: XXCar Make (where XX is your unique PC number)

− Description: XXCar Make

−

List Type: List of Values (Default)− Security Type: No Security (Default)





24. Define a new value set for the Car Model segment using these values:- Value Set Name: XXCar Model (where XX is your unique PC number)- Description: XXCar Model

- List Type: List of Values (Default)- Security Type: No Security (Default)- Format Type: Char- Maximum Size: 15- Validation Type: Dependent



− Name: XXCar Make

− Description: XXCar Make

27. In the Dependent Default Value Region enter:- Name: Any- Description: Any car model is acceptable

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



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Defining Value Sets for the Competence Key Flexfield

30. Define a new value set for the Skill segment using the following details:

− Value Set Name: XXSkill (where XX is your unique PC number)

− Description: XXSkill


−

Security Type: No Security (Default)− Format Type: Char




32. Define a new value set for the Level segment using the following details:

− Value Set Name: XXLevel (where XX is your unique PC number)

− Description: XXLevel


− Security Type: No Security (Default)− Format Type: Char


− Validation Type: Dependent




−

Name: XXSkill− Description: XXSkill

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

37. Close the Dependent Value Set Information window.

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


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Practice - Defining Segment Values for Value Sets

Overview

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

for Value Sets with validation type of Independent or Dependent.

Note: The Value Sets:

− Can be enabled or not

− Can be dated

− Are reusable elsewhere in the system

Assumptions



Tasks

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

− Job Key Flexfield

− Position Key Flexfield

−

Grade Key Flexfield− People Group Key Flexfield

− People Group Key Flexfield

− Personal Analysis Key Flexfield

− Competence Key Flexfield


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Solution - Defining Segment Values for Value Sets


Defining Segment Values for the Job Key Flexfield Value Set

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

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

• (N) Application > Validation > Values

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

4. In the Name field, choose XXJob Name.

5. Select the Find button.

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

Values Description

XXPresident President

XXVice President Vice President

XXDirector Director

XXManager Manager

XX Consultant Consultant

XXAssociate Associate

7. Save your work.

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

Note: The Find Value Set window is displayed.

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

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

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

11. Save your work.

Defining Segment Value for the Dependent Segment, XXVice President

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


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

14. Save your work.

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

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

Values Description

xxExecutive Executive

xxSales Sales

16. Save your work.

17. Follow steps 12– 15 for each Independent Value: XXDirector, XXManager, XXConsultant,

XXAssociate; Refer to the following table:

Values for

Job Name

Description for Job

Name

Values for Job Code Description for

Job Code

XXDirector Director xxExecutivexxSalesxxManufacturingxxAdmin

ExecutiveSalesManufacturingAdmin

XXManager Manager xxSalesxxManufacturing

xxAdmin

SalesManufacturing

AdminXXConsultant Consultant xxSales

xxProjectSalesProject

XXAssociate Associate xxSalesxxAdminxxManufacturing

SalesAdminManufacturing

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

Defining Segment Values for the Position Key Flexfield Value Set


20. In the Name field, choose XXRegion.




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Values Description

xxNorth North

xxSouth South

xxEast East

xxWest West



Defining Segment Values for the Grade Key Flexfield Value Set

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

26. In the Name field, choose XXGrade Name.



Values Description

XXEXEC Executive

XXMGR Managerial

XXSA Sales

XXCL Clerical


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

Update Segment Values for the People Group Key Flexfield Value Set


32. In the Name field, choose Demo_HR_Teams


34. Scroll to the Values, Effective (Tab) region

35. Place cursor in the Value field, choose a new record to enter the following information:

− Values: PCXX

− Description: TeamXX



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Defining Segment Values for the People Group Key Flexfield


39. In the Name field, choose XXUnion Name



Values Description

xxIBEW IBEW

xxUSUW USUW

xxNon-Union Non-Union


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

Defining Segment Values for the Personal Analysis Key Flexfield Value Set


45. In the Name field, choose XXCar Make.



Values Description

XXChevrolet Chevrolet

XXFord Ford



Defining Segment Values for the Dependent Segment, XXChevrolet and XXFord

50. In the Name field, choose XXCar Model

51. Choose the Find button.


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52. The Independent Value of XXChevrolet is visible. In the Values region, uncheck theEnabled flag for the default value.

53. Save your work.

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

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

Values Description

xxNeon Neon

xxMalibu Malibu

55. Save your work.

56. Place your cursor in the Independent Value field and use the down arrow to find XXFORD.

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

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

Values Description

xxEscort Escort

xxTauras Tauras

59. Save your work.


Defining Segment Values for the Competence Key Flexfield Value Set


62. In the Name field, choose XXSkill.




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Values Description

XXAnalysis Analysis

XXTechnical Technical

XXFunctional Functional




68. In the Name field, choose XXLevel.


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

71. Save your work.

72. Add ALL the values and descriptions show below for each of the Independent Skill Valuesas shown in the table:

Values Description

1 Entry

2 Proficient

3 Expert

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


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Practice - Defining Position Key Flexfield

Overview

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

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

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

Assumptions

•

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


Tasks

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


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Solution - Defining Position Key Flexfield



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

• (N) Application > Flexfield > Key > Segments

3. Press F11 to enter query

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

5. Press CTRL+F11 to execute the query

Note: This retrieves all previously defined structures.

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

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

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

8. Check the Allow Dynamic Inserts check box.

9. Save your work (Ctrl + S)

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

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

− Number: 1 (this segment will appear first)

− Name: Position Name

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

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

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

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

available in the key flexfield structure.

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

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

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


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

− Number: 2 (this segment will appear second)

− Name: Position Region

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


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

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

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


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

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

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

23. Close the Key Flexfield Segments window.


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Practice - Defining Job Key Flexfield

Overview

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

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

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

Assumptions

•



Tasks

Defining the Job Key Flexfield Structure

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


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Solution - Defining Job Key Flexfield



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


3. Press F11 to enter query.

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

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


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





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

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


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







− Name: Job Code


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


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






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



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Practice - Defining Grade Key Flexfield

Overview

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

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


Assumptions

•



Tasks

Defining Grade Key Flexfield

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


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Solution - Defining Grade Key Flexfield


1. Log into Oracle Applications using hrms/welcome.


(N) Application > Flexfield > Key > Segments


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



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





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

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


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







− Name: Grade Level


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


− Value Set: XXGrade Level






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



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Practice - Defining Cost Allocation Key Flexfield

Overview

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

flexfield for your business group. This Cost Allocation Key Flexfield is owned by Payroll.

Assumptions



Tasks

Defining the Cost Allocation Key Flexfield

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


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Solution - Defining Cost Allocation Flexfield





3. Press F11 to enter the query.

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

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


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




11. Add segments as given in the following table:

# Name Window

Prompt

Column Value Set Displayed Enabled Required (B)

Open

1 Company Company SEGMENT1 OperationsCompany

YesYes

No

2 CostCenter

CostCenter

SEGMENT2 OperationsDepartment

YesYes

No

3 Account Account SEGMENT3 OperationsAccount

YesYes

No

4 Sub-

Account

Sub-

Account

SEGMENT4 Operations

Sub-Account

Yes

Yes

No

5 Product Product SEGMENT5 OperationsProduct

YesYes

No

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


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Adding Flexfield Qualifiers

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

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

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

− Balancing

− Element

− Payroll

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

# Name Assignment Balancing Element Element

Entry

Organization Payroll

2 CostCenter

X XX X

X

3 Account X X

4 Sub-Account

XX

5 Product X X



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



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Practice - Defining People Group Key Flexfield

Overview

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

grades, and people group. The People Group flexfield lets you add your own key information tothe Employee Assignment. In this practice, you will learn how to define a structure and segmentsfor the People Group key flexfield for your business group. This People Group Key Flexfield isowned by Payroll.


Assumptions

•



Tasks

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


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Solution - Defining People Group Flexfield




(N) Application > Flexfield > Key > Segments


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



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





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

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


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







− Name: Team Name


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


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






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



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Practice - Defining Personal Analysis Key Flexfield

Overview

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

grades, and personal analysis. The Personal Analysis Key Flexfield lets you add any number ofSpecial Information Types for people. In this practice, you will learn how to define a structureand segments for the Personal Analysis key flexfield for your business group. This PersonalAnalysis Key Flexfield is owned by Human Resources


Assumptions

•



Tasks

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

− Car Make

− Car Model

− Registration

− Lease Start Date


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Solution - Defining Personal Analysis Key Flexfield


1. Log into Oracle Applications using hrms/welcome.




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

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


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





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

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


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







− Name: Car Model


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


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






− Number: 3 (this segment will appear third)

− Name: Registration

− Window Prompt: Registration (defaults from Name field)


− Value Set: 15 Characters (Oracle seeded value)




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

Summary window.


− Number: 4 (this segment will appear fourth)

− Name: Lease Start Date

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


− Value Set: FND_DATE4_STANDARD (Oracle seeded value)






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



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Practice - Defining Competence Key Flexfield

Overview

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

flexfield for your enterprise. You use the Competence key flexfield when creating competenciesspecific to the enterprise. This Competence Key Flexfield is owned by Human Resources.


Assumptions



Tasks

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


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Solution - Defining Competence Key Flexfield





3. Press F11 to enter the query.

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

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

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

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





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

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


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




15. Save your work.

16. Click the Flexfield Qualifiers button.

17. Check the Enabled check box for Default Attribute.


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− Name: Level

−

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

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




23. Save your work.

24. Click the Flexfield Qualifiers button.

25. Check the Enabled check box for Others.



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



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Creating a Business Group and User Access


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Practice - Creating a Business Group

Overview

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

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

Assumptions



Tasks

xxVision Inc started business on January 1, 2005 in New York. The warehouse in Wisconsinsupplies high quality women’s and men’s shoes to all the other Vision locations. xxVision Shoes,located in Chicago, is the parent company for xxVision West in San Francisco, xxVisionMidwest in Chicago, and xxVision East in New York.

Create the XXVision Inc business group and define the following information:

− Business Group

− Budget Default Values

−

PTO Balance Type− EEO Report Details

− Work Day Information


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Solution - Creating a Business Group

Defining Organization Information

Responsibility = US Super HRMS Manager


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

• (N) Work Structures > Organization > Description

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

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

5. Enter or select the following information:

− Name: XXVision Inc− Type: Corporate Headquarters

− From: 01-JAN-2005

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

− Internal/External Internal


Defining Business Group Information

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

−

Name: Business Group− Enabled: Checked


9. Click the Others button.

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

11. Click the field to open the window, enter the following information.

12. In the Short Name field, enter XXVis Inc.

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

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

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

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


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

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

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

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

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

22. In the Legislation Code field, choose United States.

23. In the Currency field, choose USD.

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

25. In the Minimum Working Age field, enter 16.

26. In the Maximum Working Age, leave it blank.

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


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

Defining Budget Value Defaults

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

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


33. In the Units field, choose Head Count.

34. In the Value field, enter 1.00.

35. Click OK to close the Budget Value Defaults window.

36. Place cursor on a new row.


38. In the Units field, choose Full Time Equivalent.

39. In the Value field, enter 1.00.

40. Click OK to close the Budget Value Defaults window.


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Defining PTO Balance Type

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

button.

44. Double-click the “PTO Balance Type” selection.


46. In the Balance Type field, choose Date Paid.

47. Click OK to close the PTO Balance Type window.



Defining EEO Report Details


51. Double-click the “EEO Report Details” selection.


53. In the Report Selection field, choose EEO1.

54. Click OK to close the EEO Report Details window.



Defining Work Day Information


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


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

61. In the Normal End Time field, enter 17:00.


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62. In the Working Hours field, enter 35.000.

63. In the Frequency field, choose Week.

64. Click OK to close the Work Day Information window.



67. Close the Organization window.


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Practice - Granting Users Access to a Business Group andCreating Responsibilities

Overview

In this practice, you will learn how to grant users access to a specific Business Group via aSecurity Profile. The Security model in Oracle HRMS requires that you grant a user access to aBusiness Group before you can define the detail information within that Business Group. AView All Security Profile was automatically generated by the system when you created yourBusiness Group and this profile should be used for the balance of your set up.

Assumptions



Tasks

• Create a new responsibility

• Define a new application user and assign responsibilities to the user

•

Set the appropriate profile options

• Log in as the new user and verify the assigned responsibility

Documents

Oracle HRMS Workstructure Admin Guide1