HRMS Implementation Setup Process in Oracle Apps

8/17/2019 HRMS Implementation Setup Process in Oracle Apps

1/20

HRMS Implementation setup Process in oracle apps

-- HRMS Common Setup --

- Enable Functional Currency in GL Module

- Run "International HRMS Setup"

- Configure Business Group KFF :

- Job , Gra e , !osition , Co petence , Cost #llocation

- $efine Business Group and enter its %t&er infor ation

- Classify it as an "HR %rgani'ation" and enter its %t&er infor ation

- $efine a new Responsibility (&ic& can access all functions / Re)uests

- Configure t&e Follo(ing !rofile %ptions :

- HR : Business Group Resposibility Le*el

- HR : Security !rofile Resposibility Le*el

- HR : User Type Resposibility Le*el- $ate+rac, Re in er Site Le*el

- $efine Loo,ups

- $efine Value Sets

-- HR Setup --

HR-.or, Structure Setup-

- $efine HR %rgani'ation and enter its %t&er infor ation

- $efine %rgani'ations Hierac&y

- $efine Jobs Groups


2/20

- $efine Jobs

- $efine !ositions

- $efine !ositions Hierac&y

- $efine Gra es

- $efine Bu get Calen er

- $efine Bu get

-- HR-Leave Management --

- $efine Ele ents Lin,s

- $efine #bsence +ypes

- $e*elop / En&rit #ccrual !lan For ulas :

- #ccrual For ulas

- Carryo*er Fo rulas

- Ineligibility #ccrual For ulas

- $efine #ccrual !lan

- C&ange t&e Lin,s $efine by t&e Syste for t&e #ccrual !lan to "Stan ar "

-- HR-Employee Information --

- Configure !ersonal Infor ation KeyFle/fiel

- Enable Suc& infor ation using "Special Infor ation +ypes"

under "%t&er $efination" Menu


3/20

-- HR-Recruitment Setup --

- $efine Recruit ent Loo,ups

- Mig&t re)uires e/tra setup s&are with

Career Manage ent and Self - Ser*ice

-- Matching Using "Skills" Implementation --

- $efine as any structure for "!ersonal #nalysis Fle/"- Enable Structures on ifferent HR For s using "Special Infor ation +ypes" under"%t&er $ef0 Menu"

- Enter Data on Job , !ositions & !erson For

- Run "Job an !osition S,ills Matc&ing Report" Re)uest

--

Matching Using "Competencies" Implementation"Suitability Matching in Self-Service " --

- $efine "Co petencies KFF" Structure (&ic& (ill be use in t&e BusinessGroup $ef

- $efine Rating Scale

- $efine Co petence- $efine Co petence +ypes

- $efine Co petence Re)uire ent

- Enter "Co petence !rofile" for t&e person ! E ployee / #pplicant "


4/20

-- Setup Appraisal --

- $efine "Co petencies KFF" Structure (&ic& (ill be use in t&e Business Group $ef

- $efine !roficiency Rating Scale

- $efine Co petence

- $efine Co petence +ypes

- $efine !erfor ance Rating Scale

- $efine .eig&ting Rating Scale ! %ptional "

- $efine #ppraisal +e plate

-- Payroll Setup --

- $efine !ay ent Type

S.I+CH T# RES!%1SIBILI+2 : HR L%C#LI3#+I%1 SEE$ D$T$ E1+R2

#% ' +HE (U')T*#' : D ($U+T %.1I1G %$ $M T

S + )T +HE C%41+R2 ( #M +HE 1#ME L%5

*' +HE %.1I1G !R%$4C+ LIS+ E1+ER H4M#1 RES%4RCES $'D !#2R%LL *' +.% S %$ $T LI1ES

S#5E 2%4R # .

#% ' +HE (U')T*#' : !#2ME1+ +2!ES

E1+ER +HE !#2ME1+ T % 1#ME , C#+EG%R2 , C4RRE1C2 $'D C%41+R2

- $efine %rg !ay ent Met&o s

- $efine !ayroll

- $efine Monetry 4nits


5/20

- $e*elop "Ele ent S,ip" & "Input 5ali ation" For ulas

- $efine Ele ents

- $efine Ele ents Lin,s

- $efine Gra e Rates

- $efine Salary Basis ! oesn66t eans t&at e ployee (ill get t&e a ount

in t&e gra e auto "

- Register "4ser $efine Functions"

- $efine Global Values

- $efine Balances

- $efine Table Structures

- Run "Create $FF $atabase Ite s" re)uest- Run "Create KFF $atabase Ite s" re)uest

- $e*elop "%racle !ayroll" For ulas

- $efine For ula Results

-- Security Setup --

- $efine Security !rofiles

- $efine 'ew Functions ! *f $ny " :

- $efine Custo For

- $efine +as,flo( 1o e

- $efine +as,flo(

- $efine (unction

- $efine Resposibilities

- Configure t&e follo(ing profiles for t&e resposibilities

- HR : Security !rofile

- HR : User Type


6/20

-- Transactions Sequence for the Above Scope --

-- Recruit to Hire --

- Entering Bu get

- Raise 5acancy Re)uision

- Create Recruit ent #cti*ity

- Enter #pplicant $etails 7applicant 8uic, Entry 9

- Co plete #pplicant Infor ation 7Fast!at& : Enter ; Maintain 9

- Recor Inter*ie(s #long (it& C&anging #pplication Status

- Hire #pplicant

-- Maintain Employment --

- Maintain E ployee Master Data ! Gen er , # ress , Special Info etc "

- Maintain #ssign ent infor ation :

- %rg , Job , !ositions , Gra e , !ayroll , Salary Basis

- Maintain #ssign ent Bu get Values

- Maintain !ersonal !ay ent Met&o

- Maintain Costing

- Maintain Salary # inistration

- Maintain Ele ent Entries using :

- Batc& Ele ent entry

- Manual ele ent Entry


7/20

-- Payroll Processing --

- 8uic,!ay

- !ayroll Run

- View #ssign ent Results / !ayroll !rocess Results

- ollbac0 Run then !ayroll Run / Mar, for retry then Retry

- Costing

- +ransfer to GL

- !repay ent

- Cas& / C&e)ue .riter / B#CS

-- T&L Setup --

$efine Co pensation and Benefit Infor ation / Setup Ele ents and itsCalculations as pro*i e in

t&e !ayroll Section

$efine Ele ent Sets

$efine Ti1e & Labor Infor ation / $efine Ele ent Ti1e Infor ation

$efine Ti1e & Labor Infor ation / $efine Holi ay Calen ar

Holi ay $ays$efine Ti1e & Labor Infor ation / $efine S&ifts

$efine Ti1e & Labor Infor ation / $efine or0 !lan

$efine Ti1e & Labor Infor ation / Rotation !lan

$efine Ti1e & Labor Infor ation / Earning Group


8/20

$efine Ti1e & Labor Infor ation / $efine !re iu Eligibility !olicy

$efine Ti1e & Labor Infor ation / $efine !re iu Interaction !olicy

$efine Ti1e & Labor Infor ation / $efine S&ift $ifferential !olicy

$efine Ti1e & Labor Infor ation / Earning !olicy

$aily / .ee,ly Base and %*erti e Rules

-- T&L Transactions --

- #ssign ent Ti1e Infor ation

- )reate Batc& Ele ent Entry ! BEE" Hea er #nly

- Enter Ti1e Car Infor ation

- Sub it "5ali ate for BEE" Re)uest

- Sub it "+ransfer for BEE" Re)uest

- Validate t&e Batc&

- transfer t&e Batc& to )reate Ele ent Entries for t&e E ployee

- !rocess !ayroll !rocesses

-- TL & Absence Integration Workaround --

- $efine Ti1e Ele ents Infor ation

- hile Entering t&e Ti1e Car Data Enter t&e "Hour +ype" with t&e E)ua*ilantti1e Ele ent

! e g #bsence ith #ccrual $e uction / #bsence with !ayroll $e uction "

- (or "#bsence .it& #ccrual $e uction" , Suc& Ele ent s&oul fee t&e "1etCalculation Rules" in t&e


9/20

"#ccrual !lan" for , So any relate ele ent (ill be e ucte fro1 t&e #ccrualBalance

- (or "#bsence .it& !ayroll $e uction" , Suc& Ele ent (ill be use in $ifferentFastfor ula

to e uct t&e E)ua*ilant # ount

-- Start Self-Service" --

- $efine User for ach E ployee

- #ssign !erson / e ail to each user

- #ssign Manager Self - Ser*ice / E ployee Self - Ser*ice Resposibilities

-- Oracle Tools --

- iSetup

- I ple entation .i'ar ! Re)uires iSetup Kno(le ge "

- .eb #$I ! #pplication $es,top Inetgrators "

-


10/20

-- Defne Business Group-- Set re uired Profle !ptions-- Defne "ocation-- Defne !r#ani$ation-- Defne Grades

-- Defne %o&s-- Defne Positions-- Set re uired "oo'up values-- Set person type and (ssi#nments type as per re uirement-- (ssociate Special In)ormationa *it+ your Responsi&ility-- Re#ister ,xtra In)ormation and associate *it+ your Responsi&ility

Findin# an !r#ani$ationse t+e Find !r#ani$ation *indo* to fnd t+e or#ani$ations you *ant to

revie* or amend. I) you *ant to set up a ne* or#ani$ation/ rat+er t+an

ueryin# an existin# or#ani$ation/ select t+e 0e* &utton. For morein)ormation a&out creatin# a ne* or#ani$ation

0ote1 2+en you navi#ate to t+e !r#ani$ation *indo*/ t+e Find !r#ani$ation*indo* automatically displays.

3o uery an or#ani$ation usin# t+e Find !r#ani$ation *indo*14. Do one/ a selection/ or all o) t+e )ollo*in#1 5 ,nter a )ull or partial

uery on t+e or#ani$ation6s name. I) moret+an one name matc+es t+e selection criteria/ select one o) t+e names.5 ,nter a )ull or partial uery on t+e or#ani$ation type and7or location. I)more t+an one or#ani$ation type or location matc+es t+e selection criteria/

select t+e type and7or location to uery.5 ,nter a )ull or partial uery on t+e classifcation name. I) more t+an oneclassifcation name matc+es t+e selection criteria/ select t+e name to

uery. For t+e classifcation you +ave selected indicate *+et+er you*ant to uery on1- ,na&led classifcations1 3+is only returns t+ose or#ani$ations t+at matc+your selection criteria and +aveyour selected classifcation ena&led.- Disa&led classifcation1 3+is only returns t+ose or#ani$ations t+at matc+your selection criteria and +aveyour selected classifcation disa&led.- Bot+1 3+is returns or#ani$ations t+at matc+ your selection criteria and+ave your selected classifcation/ re#ardless o)*+et+er t+e classifcation is ena&led or disa&led.8. 9+oose t+e15 Find &utton to run t+e uery.

3+e or#ani$ation or or#ani$ations )ound &y t+e uery display in t+e!r#ani$ation *indo*. I) t+e uery fnds more t+an oneor#ani$ation/ you can use t+e :Do*n (rro*; 'ey or c+oose 0ext Record )rom


11/20

t+e Go menu to display t+e next or#ani$ation.5 9lear &utton to remove t+e existin# selection criteria. ces/ insurance carriers orrecruitment a#encies?5 Internal or#ani$ations =)or example/ departments/ sections or costcenters?5 GR,s =0ort+ (merica only?5 Retirement or#ani$ations =)or example/ &enefts carriers/ tax aut+oritiesand recruitin# a#encies?

3o create an or#ani$ation you must14. 9reate an !r#ani$ation8. ,nter !r#ani$ation 9lassifcations@. ,nter (dditional In)ormationAF, 3o create an or#ani$ation14. 0avi#ate to t+e !r#ani$ation *indo* and select t+e 0e* &utton to create ane* or#ani$ation.0ote1 For in)ormation a&out ueryin# existin# or#ani$ations/

8. ,nter a name )or your or#ani$ation in t+e 0ame feld.0ote1 (ll !racle applications you install s+are t+e in)ormation entered int+e !r#ani$ation *indo*. 3+ere)ore or#ani$ationnames must &e uni ue *it+in a Business Group/ and Business Group names must&e uni ue across your applications net*or'.@. !ptionally/ select an or#ani$ation type in t+e 3ype feld. !r#ani$ationtypes do not classi)y your or#ani$ation/ you use t+em )or reportin# purposesonly. 3+e type may identi)y t+e )unction anor#ani$ation per)orms/ suc+ as (dministration or Service/ or t+e level o)eac+ or#ani$ation in your enterprise/ suc+ as Division/ Department or 9ost9enter.

. ,nter a start date in t+e From feld. 3+is s+ould &e early enou#+ toinclude any +istorical in)ormation you need to enter.0ote1


12/20

assi#n people to an external or#ani$ation.,xamples o) external or#ani$ations t+at may re uire entry are &eneftscarriers/ insurance carriers/ or#ani$ations t+at employees name as&enefciaries o) certain employee &enefts/ and or#ani$ations t+at arerecipients o) t+ird party payments )rom employees6 pay.

. Save t+e &asic or#ani$ation details..AF,,nterin# !r#ani$ation 9lassifcations 3o determine t+e purpose and use o) eac+ or#ani$ation you create/ you #iveit one or more classifcations. 3+e setup in)ormation you enter )or anor#ani$ation depends in lar#e part on its classifcation.(ttention1 9lassi)yin# an or#ani$ation as a Business Group is notreversi&le. ,mployees/ or#ani$ations/ and ot+er data arepartitioned &y Business Group.


13/20

or#ani$ation *+en defnin# a &eneft/ enterin# in)ormation )or 2or'ers9ompensation calculations/ or recordin# &enefciariesemployees +ave named )or certain &enefts.AF, 3o enter or#ani$ation classifcations4. ,nter t+e classifcation )or your or#ani$ation in t+e 0ame feld.

8. ,na&le t+e classifcation &y c+ec'in# t+e ,na&le &ox. 3+is allo*s you touse and enter t+e essential additional in)ormation )or your or#ani$ation.@. Save t+e classifcation details.

.


14/20

5 9ostin# In)ormation/ see HR !r#ani$ations1 ,nterin# 9ostin#In)ormation1 pa#e 8 - @@5 Parent !r#ani$ation/ see HR !r#ani$ations1 ,nterin# Parent!r#ani$ations1 pa#e 8 - @5 2or' Day In)ormation/ see Business Groups and HR

!r#ani$ations1 2or' Day De)aults1 pa#e 8 - @,it+er a *indo* opens in *+ic+ you can enter your additionaldetails or anot+er (dditional !r#ani$ation In)ormation *indo*opens. I) anot+er (dditional !r#ani$ation In)ormation *indo*opens/ )ollo* step E. 3+is *indo* is an example o) a exfeldstructure.E. 9lic' in t+e feld to open t+e )ull *indo*/ *+ic+ la&els eac+se#ment o) t+e exfeld.,nterin# Furt+er In)ormation

. I) multiple felds exist in t+e (dditional !r#ani$ation In)ormation*indo* you can repeat t+ese steps a#ain.

3+e (dditional In)ormation *indo* displays t+e in)ormation youenter in a condensed )ormat.

. Save your additional in)ormation entry..AF,AF,8 - 8 sin# !racle HRMS - 3+e Fundamentals = K?,nterin# Business Group In)ormationAF, 3o enter Business Group in)ormation14. In t+e !r#ani$ation *indo*/ uery t+e Business Group i) it doesnot already appear t+ere. In t+e !r#ani$ation 9lassifcationsre#ion/ select Business Group/ c+oose t+e !t+ers &utton/ and selectBusiness Group In)ormation.8. 9lic' in a feld o) t+e (dditional !r#ani$ation In)ormation *indo*to open t+e Business Group In)ormation *indo*.@.


15/20

t+e contents o) some le#islation- specifc *indo*s.(ttention1 Selectin# t+e correct le#islation code is essential )or t+ecorrect )unctionin# o) !racle HRMS.


16/20

!r#ani$ation 9lassifcations re#ion/ select Business Group or HR!r#ani$ation/ c+oose t+e !t+ers &utton/ and select 2or' DayIn)ormation.8. 9lic' in t+e feld o) t+e (dditional !r#ani$ation In)ormation*indo* to open t+e 2or' Day In)ormation *indo*.

@. ,nter t+e normal start and end times in 8 +our )ormat. Forexample/ )or C.@ p.m./ enter 4 1@ .. ,nter a num&er in t+e 2or'in# Hours feld/ and select t+e

correspondin# period o) time in t+e Fre uency feld. For example/enter and select 2ee'.


17/20

sc+eme/ enter your ,mployer6s 9ontractin# !ut num&er. 3+is isissued &y t+e Pension Sc+emes !>ce..8 - @@ !r#ani$ation Mana#ementHR !r#ani$ations1 ,nterin# 9ostin# In)ormationAF, 3o enter costin# in)ormation14. In t+e !r#ani$ation *indo*/ uery t+e HR !r#ani$ation i) it does

not already appear t+ere. In t+e !r#ani$ation 9lassifcationsre#ion/ select HR !r#ani$ations/ c+oose !t+ers/ and select 9ostin#In)ormation.8. 9lic' in t+e (dditional In)ormation *indo* to display t+ese#ments o) t+e 9ost (llocation exfeld set up *it+ t+e ualifer o)!r#ani$ation.@. Select t+e appropriate cost code in eac+ se#ment.For individual employees/ you can override t+eseor#ani$ation- level codes &y enterin# costin# in)ormation on t+eirassi#nments..8 - @ sin# !racle HRMS - 3+e Fundamentals = K?HR !r#ani$ations1 ,nterin# Parent !r#ani$ations()ter you set up or#ani$ation +ierarc+ies/ use t+e Parent !r#ani$ation*indo* to place a su&ordinate or#ani$ation in +ierarc+ies &y namin#its immediate parent in eac+ +ierarc+y.AF, 3o enter a parent or#ani$ation14. In t+e !r#ani$ation *indo*/ uery t+e HR !r#ani$ation i) it doesnot already appear t+ere. In t+e !r#ani$ation 9lassifcationsre#ion/ select HR !r#ani$ation/ c+oose !t+ers/ and select Parent!r#ani$ation to open t+e Parent !r#ani$ation *indo*.8. Select t+e +ierarc+y name.@. Select t+e name o) t+e parent or#ani$ation to *+ic+ t+e HR!r#ani$ation is su&ordinate in t+is +ierarc+y.

. 3o enter t+e HR !r#ani$ation in anot+er +ierarc+y/ repeat steps 8and @..AF,8 - @C !r#ani$ation Mana#ement9reatin# !r#ani$ation Hierarc+ies


18/20

selected.


19/20

4. Luery t+e +ierarc+y and version you *ant to c+an#e.8. Luery t+e ne* top or#ani$ation.@. Select t+e previous top or#ani$ation in t+e Su&ordinates &loc'.AF, 3o move an or#ani$ation and all its su&ordinates14. Luery t+e +ierarc+y and version you *ant to c+an#e.

8. Luery t+e ne* parent or#ani$ation )or t+e one you *ant to move.@. Select t+e or#ani$ation to move in t+e Su&ordinates &loc'. (ll t+eor#ani$ation6s su&ordinates are moved..8 - @ sin# !racle HRMS - 3+eFundamentals = K?Deletin# !r#ani$ation Hierarc+ies


20/20

I) t+ere are more t+an ten mana#ers/ you see t+e num&er o)mana#ers only.

. 9+oose t+e Su&mit &utton..

HRMS Implementation Setup Process in Oracle Apps

Documents

Transcript of HRMS Implementation Setup Process in Oracle Apps