Define Responsibility
Navigation: System AdministratorSecurityResponsibilityDefine
This window is used to define the Responsibility. Defined Responsibility will be assigned
to user
Enter the Responsibility (create one)
Enter the Application always (Human Resources)
Enter the responsibility key (same as responsibility name)
Effective date = today’s date
Available Form = default (Oracle Applications)
Data Group Name always (Standard).
Application = Human Resources
Menu = pre defined i.e. (HR HRMS) – GLB HRMS Navigator
Request group name = Global HRMS request and process
Menu Exclusions Type always = (Function).
Save.
Navigation: System AdministratorSecurityUserDefine
Define the Application User in the User window and attach the required Responsibilities
to the user defined.
Query the User Name (ID) i.e. employee Number
Enter a password (min 5 digits and max 20)
Enter/Select the person name (Employee Name)Effective Dates From = Today’s date
Save
Enter the Responsibility i.e. (XX_HR_SUPERUSER
Security Group will appear automatically
Save
Sign Out and Sign In with the define User Name and Password.
Define Key Flex Field
Navigation: System AdministratorApplicationFlex FieldKeySegments
Define the Key Flex fields and their segments and Value set in the Key Flex field
window.
There are 6 key flex fields in oracle HRMS. They are
1. Job Flex field
2. Grade Flex field
3. Position Flex field
4. People Group Flex field
5. Competence Flex field
6. Cost Allocation Flex field
We assign these Key Flex field to the Business Group
After defining Key Flex Field Switch to HRMS Responsibility.
Define Location
Navigation: HRMS ResponsibilityWork StructureLocation
Location is used to define Organization location and Address .This saves the time if there
are several organizations with the same Address.
Define the Location of the Organization.
Define Business Group
Navigation: HRMS ResponsibilityWork StructureOrganizationDescription
Business Group is the Top of the Organization
Create an Organization
Enter the name of the organization
Enter the type of the organization
Enter starting date
Enter location
Save
Select the classification as (Business Group) and enable it
Click on other
Select the Business Group information
Enter the Short Name of the Business Group
Select Employee Number Generation :Manual or Automatic
Select Applicant Number Generation :Manual or Automatic
Select Contingent Worker Number Generation: Manual or Automatic
Assign all the key flex fields
Assign the Legislation Code and Currency and save the details.
In Organization Classification Select HR Organization and enable it.
Note: HR Organization where we assign Employee.
Define Profile
Navigation: System AdministratorProfileSystem
Profile Option provides the flexibility to the oracle Application
HR: Business Group
HR: Security Profile
HR: User Type and Select HR with Payroll
Define Organization
Organizations represent the divisions, departments, or other operational groups in which the
employees work
Navigation: HRMS ResponsibilityWork StructureOrganizationDescription
Click ‘New’ in the find organization window.
Create a new organization Name
Select the organization Type from the drop down list. E.g. Department, Division, etc.;
Enter the From Date. (Date is mandatory field).
To Date is used only when you want to end the Organization.
Select the Location from the drop down list and attach it to the organization.
Save
Select the Organization Classification as HR Organization and enable it.
Save
Create Org. Hierarchy
Navigation: HRMS ResponsibilityWork StructureOrganizationHierarchy
Organization Hierarchy show reporting lines and other hierarchical relationships between
organizations.
Enter the Unique Name for the Hierarchy and check Primary if it is main Reporting
Hierarchy and save.
Enter the Version number and start date
Query the Top organization name in the Organization Field
In the Subordinates block, select the immediate Subordinates for the top Organization
To add Organizations below the Immediate Subordinates choose the Down Arrow button
and select and add the Organization.
Define SIT (Special Information Type)
SIT are Key Flex Field Type: Personal Analysis KFF
SIT used to assess the Preliminary skills of an Employee.
SIT always will be attach with the Business Group and will be view for all Employees.
Navigation: System AdministratorApplicantKeySegment
Query and select type as Perso%Analy% and click Cntrl+F11
Create New Structure
Enter Segment and Value and save.
Allow Dynamic Insert
Free the FF
Click on Compile and save.
Assign SIT to Job, Position and others
Navigation: HRMS ResponsibilityOther DefinitionSpecial InformationSelect the
Skillenables it to Job, Position or Others.
Define EIT.
EIT are Description Flex Field. These are assigned to the Responsibility.
EIT are used to make necessary changer or to add Extra information.
Navigation: System AdministrationApplication Flex fieldDescriptive Segment.
Click on Title and press F11 and type %Extra% Job% or search for the Name by pressing
Ctrl+F11.
Unfreeze the Flex field.
Select Job Category and make changers
Type some Description.
Select Segment and add some segment (Passport No., Issue Date, and Expiry Date).
Press Open and un-check the required box.
Freeze> Save > Compile.
Assign EITs to Responsibility
Navigation: HRMS ResponsibilitySecurityInformation TypesSelect Responsibility
Assign Job Category, Per Family (Extra Position InfoSave.
Define Job
Navigation: HRMS ResponsibilityWork StructureJobDescription
A 'Job Name' is a unique combination of values in the segments of the job flex field
structure that you have linked to your Business Group.
Click ‘New’ in the Job window.
Click in the Name field.
Select the Job Code from the drop down list.
Select the Job Title from the drop down list.
Enter the date.
Press OK button.
Save your Work.
Click the DFF to enter the information about the job. For example Job Family, Job
Category and ID Card Title.
Press OK button.
Save.
Press Requirements button and attached the Job Requirements to the Job.
Press Valid Grades button and select the grades from the drop down list. Multiple grades
can be attached to a job.
Enter the Date.
Save
Define Position
Navigation: Work StructurePositionDescription
Position window is used to define Positions of the Organization.
Click ‘New’ from the Find Positions window.
Enter the date. You can take the system date which comes by default, or select the date
the Position is created from the Toolbar.
Click on Date Effective Name and enter the Positions details. For example: Position
Code, Position Title
Press OK button.
Click on the Type field and select the Type from the drop down list.
Click on the Organization field and select the Organization from the drop down list.
Click on the Job field and select the Job from the drop down list.
Click on Hiring Status field and select the Hiring status from the drop down list. (Use
Active, in order to activate it in the system)
Click on the Location field and attach the Location from a drop down list to the Position.
(Location is created in the Location Function at the first stage)
Save your work.
Click on Reporting To button and enter the Reporting Line of the position. For example
select the Hierarchy for the position from the drop down list and the Name from the drop
down list which the Position will be reporting to. (mandatory field)
Save your work
Define Position Hierarchy
Select Hierarchy.
The Position Hierarchy blank window will open.
Click on the Name field and create the Name of the Position Hierarchy.
Save
Click on the Primary button.
Enter the Version.
Enter the Date when the Position Hierarchy was created.
Save your work
Click on the Name field, press F11, your field will turn blue. Type the Position Code.
and click Ctrl F11.
The Position Holder Name will appear automatically.
The Worker Number appears automatically if an employee is attached to a position.
The Worker Type and Number of Subordinates will appear if subordinates are attached to
a position
To add Subordinate click on the name field and select the subordinates of that Position.
Save.
To View the Position Hierarchy
Navigation: HRMS ResponsibilityWork StructurePositionDiagram
Click on Diagrammer in the menu.
Position Hierarchy window will appear.
Click on the Name field, press F11, enter %name of the Position Hierarchy%, Ctrl F11.
Select the version you would like to view.
Press Open Editor button
Define Grade
Navigation: HRMS ResponsibilityWork StructureGradeDescription
Enter the Sequence Number and Grade Value in the Grade description window
Define Grade Rate
Navigation: HRMS ResponsibilityWork StructureGradeGrade Rate
Use this grade rate to Validate salary proposals.
Select the Effective Date, Enter the Grade Rate Name and Select the Unit Value
Select the Grade Name, Currency and Values for the Grade for which you want to define
the Grade rate.
Save
Define Pay Scale
Navigation: HRMS ResponsibilityWork StructureGradePay Scale
We define a Pay Scale, which is a set of progression Points for compensation.
Select the Effective date, enter the Pay Scale Name.
Enter the Increment Frequency Number and select the Per Period for the Pay Scale E.g.:
Year
In Progress points enter the Point and Sequence for the Pay Scale
Define Point Value
Navigation: HRMS ResponsibilityWork StructureGradePoint ValueScale Rate
Window Open
In Scale Rate Window we define the rate and enter a fixed value for each Point on a Pay
Scale.
Select the Effective date
Enter the Unique Name for the rate
Select the Unit for measuring the rate such as Hour or Money
Select the Pay Scale
In the Progression point, select the points to define the rates.
For each Point enter the Value and save.
Define Grade Step and Point
Navigation: HRMS ResponsibilityWork StructuresGradeGrade Step and PointsGrade
Scale Window Open
In Grade Scale window relate Grade to set of Points.
Select the Effective Date
Select the Grade and select the Pay Scale and choose the set of Point.
In Grade Steps select the Points and save.
Define Competencies
Define Rating Scales
Navigation: HRMS ResponsibilityCareer ManagementRating Scales
In Rating Scales describe competencies and objectives.
Rating Scales are of three types
1. Proficiency Scale
2. Performance Scale
3. Weighting Scale
Proficiency Scale is a form based. Proficiency rating scale is applied to competencies
only.
Performance Scale and Weighting Scale is a web basis and it is identified thorough
Assessment Template and Appraisal Template
Define Competencies
Navigation: HRMS ResponsibilityCareer ManagementCompetencies
Enter the name of the Competence, select the Proficiency level at which the person
perform the competence. Enter the Required details and save.
Define Competence Type
Navigation: HRMS ResponsibilityCareer ManagementCompetence Type
Competence Type window Group related competence together.
Assign the Define Competence in the Competence Type window.
Define Competence Requirement
Navigation: HRMS ResponsibilityCareer ManagementCompetence Requirements
Ensure your Enterprise meets its current and future goals, always need to identify
competence requirements.
Competencies are assigned at Business Level or Organization Level, then each time when
select a specific Organization or Job, the relevant Competencies automatically display.
Assign Competence to Employee
Navigation: HRMS ResponsibilityPeopleEnter and MaintainOthersCompetency
Profile
Competence Profile window is used to create, view and update a worker’s competency
profile.
Switch to HR Professional V4
Create Appraisal Template
Appraisal Template is a design document for an appraisal. Its main function is to
configure all sections of the appraisal to suit the appraisal purpose or enterprise
requirements.
Create Objective Template
The Objective Assessment template specifies how to assess objectives in appraisals.
Create Competency Template
To assess competencies and objectives during an appraisal, need to include a competency
assessment template and an objective assessment template in the appraisal template.
Define Competency Assessment Templates and Objective Assessment Template to meet
enterprise requirements.
Define Consolidation Set
Navigation: HRMS ResponsibilityPayrollConsolidation Set
Define Consolidation set before starting a Payroll run. Consolidation set provides
essential labeling for each Payroll run.
Enter the name of a new consolidation sets and save
Define Payment Method
Navigation: HRMS ResponsibilityPayrollPayment Methods
Define the Payment Method of the enterprise.
Select the Effective date
Enter the Name for the Payment method and select its type.
We can create as many Payment methods for each type as required.
The base currency for the Business Group appears.
Click on Source Bank, Select the Country and enter the Bank Details from which
payments are made.
Click on Costing and Check the type of Payments.
E.g.: Cost Payment Check this box to specify that you want to cost only unclear
payments for this payment method.
Transfer to GL: Check this box to specify that costed payments should transfer to General
Ledger. If you check this box, the Cost Payment box is also checked by default.
Click on General Ledger and select the Ledger and select the required field details
Define Payroll
Navigation: HRMS ResponsibilityPayrollDescription
Payroll window is used to define the Pay Process with a single frequency e.g.: Weekly or
Monthly.
We can define as many payrolls as require to meet the Pay Policies of the enterprise.
Select the Effective Date. Effective date must be on or before the first period start date of
the payroll calendar
Enter the Payroll Name and select the Period Type from the list.
Enter the End date of the Payroll First period
Enter the Number of Year for which the system should generate the Payroll calendar.
Select the default payment method.
Select the default consolidation set for the payroll.
In the Costing enter information about set of books and suspense account holding costing
information for payroll and save.
Choose the Period Date to View the calendar generated for the Payroll.
Choose Valid Payment to add Valid Payment method for this payroll.
In the Valid Payment Methods window, the default payment method for the payroll
appears automatically. You can add other methods.
First set your effective date to the date you want the method to become valid.
Define Elements
Navigation: HRMS ResponsibilityTotal CompensationBasicElement Description
In Element we define the Earning and Deduction that contribute to the overall Pay of an
employee.
Define Salary Basis
Navigation: HRMS ResponsibilityTotal CompensationBasicSalary Basis
Salary Basis window is used to define the salary basis for each salary element. In salary
Basis we define the duration for which a salary is quoted e.g. Monthly, Hourly etc
Enter the Name for the Salary basis.
Select the Pay Basis, such as Annual or Monthly
If we select annual or Monthly. Automatically number of Payment get display in Pay
Annalization Factor field.
Select the name of the salary element and Input value.
Select a Grade Rate (Not mandatory).
Select the Grade Rate Basis (Monthly or Hourly) if we select Grade rate.
Depend upon the selected Grade rate basis the Grade Annalization Factor value get
display. Save the details entered.
Define Link
Navigation: HRMS ResponsibilityTotal CompensationBasicLink
Each link defines a group of employees who are eligible to receive the element.
Link the Element with the Costing Information and check the Transfer to GL because
each employee that gets paid, their costs must be reflected in Oracle General Ledger.
Define Mapping
Navigation: HRMS ResponsibilityPayrollGL Flex field Map
In GL Flex field Mapping Map the segments of the Cost Allocation key flex field to the
corresponding segments of the General Ledger Accounting.
Define Monetary Units
Assign Monetary Unit to a currency if you want to perform analysis of cash payment for a
currency that is not your predefined currency.
Navigation: HRMS ResponsibilityPayrollMonetary Units
Monetary Unit is used to define the Currency.
Define Employee
NavigationHRMS ResponsibilityPeopleEnter and Maintain
In people Enter and Maintain window we enter the Personal details of the Employee.
Click on Address and enter the Address details of the employee.
Click on other and Select and enter the required information
E.g.: Contact Details
Competence Profile details
Qualifications
Absence etc.
Click on Assignment and enter the Assignment details of the Employee.
In Assignment Form Select the Job, Position, Grade, and Location and Select the Payroll.
Select the defined Salary Basis
Select the Supervisor
Enter the Element by click on Entries.
By clicking on Other we can Select and enter Pay method details, Grade Step details etc.,
Click on other and select the Quick Pay to run the Payroll for an individual employee.
Define Pay Methods
Navigation: HRMS ResponsibilityPeopleEnter and
MaintainAssignmentOtherPay Method
Shows the method of Payment of an Organization. We define the percentage and Priority
for the Payment Method.
Define Payroll Process
We submit a request to run the Payroll Process.
Define Quick Pay
Navigation: PeopleAssignmentOthersQuick pay
Quick Pay is used to run the Payroll Process for an Individual Employee.
Define Retro Pay
Retro Pay is a process that recalculates the amount to pay employee in the current period
to account for retrospective changes that occurred in previous payroll periods.
Define Recruitment
Requisition and Vacancy
Navigation: HRMS ResponsibilityRecruitmentRequisition and Vacancy
Enter the details of the Requisition, Vacancy and Opening within enterprise.
Recruitment Activity
Navigation: HRMS ResponsibilityRecruitmentRecruitment Activity
Recruitment Activity window is used to define either single recruitment activity or
groups of activities.
Applicant Quick Entry
Navigation: HRMS ResponsibilityRecruitmentApplicant Quick Entry
Applicant Entry window is used to enter basic personal information with one assignment
for an applicant.
Mass Update of Applicants
Navigation: HRMS ResponsibilityRecruitmentMass Update of Applicants
We Update the Status of the Applicant in the Mass Applicant Update window.
E.g.: Select for the First Interview, Accepted etc.
Hire Applicant
Navigation: HRMS ResponsibilityPeopleMaintain Using TemplatesHire
Applicant
After made a Job Offer to an Applicant and accepted by the applicant. Change the
effective date of the Applicant to the date Applicant hire and change the person type to
Employee.