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.