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Setup of HR Core (Illustrated) PDF
Setup of HR Core (Illustrated) PDF
Pakistan
Oracle Applications 11i – HRMS www.erpstuff.com
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Preface
Anyone who is interested to learn, teach Oracle Human Resource Management System (HRMS)
can use this document for his/her as a basic reference document. Although the document will
cover most of the required but this is not the whole Oracle HRMS. So please consider it as a
basic or reference document. I will also recommend reading the Oracle Documentation
provided by Oracle of each module.
Pre Requisites
References:
Contents
CONTENTS .................................................................................................................................................................................. 4
WORK STRUCTURES ............................................................................................................................................................... 6
1 - RESPONSIBILITY & USER.............................................................................................................................................. 7
1. DEFINE HRMS RESPONSIBILITY .......................................................................................................................................... 7
2. HRMS USER DEFINITION .................................................................................................................................................... 8
2 - KEY FLEXFIELDS DEFINITIONS ................................................................................................................................. 11
1. GRADE KEY FLEXFIELD DEFINITION ................................................................................................................................... 11
2. JOB KEY FLEXFIELD DEFINITION ........................................................................................................................................ 17
3. COST ALLOCATION KEY FLEXFIELD DEFINITION.................................................................................................................. 23
4. POSITION KEY FLEXFIELD DEFINITION ............................................................................................................................... 26
5. PEOPLE GROUP KEY FLEXFIELD DEFINITION ....................................................................................................................... 31
6. COMPETENCE KEY FLEXFIELD DEFINITION .......................................................................................................................... 34
3 - KEY FLEXFIELDS VALUES ............................................................................................................................................. 41
1. GRADE KEY FLEXFIELD VALUES .......................................................................................................................................... 41
2. JOB KEY FLEXFIELD VALUES............................................................................................................................................... 43
3. POSITION KEY FLEXFIELD VALUES...................................................................................................................................... 45
4. PEOPLE GROUP KEY FLEXFIELD VALUES ............................................................................................................................. 48
5. COMPETENCE KEY FLEXFIELD VALUES ................................................................................................................................ 50
4 - LOCATION.......................................................................................................................................................................... 54
1. LOCATION DEFINITION ...................................................................................................................................................... 54
5 - BUSINESS GROUP (BG) ................................................................................................................................................ 56
1. BUSINESS GROUP (BG) DEFINITION .................................................................................................................................. 57
6 - PROFILES ........................................................................................................................................................................... 67
1. SETTING HR: SECURITY PROFILE ...................................................................................................................................... 67
2. SETTING HR:BUSINESS GROUP PROFILE ............................................................................................................................ 68
3. SETTING HR:USER TYPE PROFILE ..................................................................................................................................... 69
7 - ORGANIZATIONS ............................................................................................................................................................ 71
1. DEPARTMENTS (HR ORGANIZATION) DEFINITION .............................................................................................................. 71
8 - ORGANIZATION HIERARCHIES ................................................................................................................................. 75
1. ORGANIZATION HIERARCHY DEFINITION ............................................................................................................................ 75
2. ORGANIZATION DIAGRAMMER ............................................................................................................................................ 81
9 - JOBS CREATION .............................................................................................................................................................. 84
1. JOBS ENTRY ...................................................................................................................................................................... 84
10 - GRADES CREATION ...................................................................................................................................................... 86
1. GRADES ENTRY ................................................................................................................................................................. 86
11 - POSITIONS CREATION ............................................................................................................................................... 87
1. POSITIONS ENTRY ............................................................................................................................................................. 87
12 - POSITION HIERARCHIES........................................................................................................................................... 90
1. POSITION HIERARCHY DEFINITION .................................................................................................................................... 90
2. POSITION DIAGRAMMER .................................................................................................................................................... 98
PEOPLE MANAGEMENT ...................................................................................................................................................... 100
13 - EMPLOYEE CREATION ............................................................................................................................................... 101
1. EMPLOYEE CREATION ...................................................................................................................................................... 101
Work
Structures
Field Value
Responsibility Name XX HRMS
Application Human Resources
Responsibility Key XX_HRMS
Description XX HRMS Super User
Effective Date From Default (Current Date)
Data Group Name Standard
Data Group Application Human Resources
Menu GLB SHRMS Navigator
Request Group Name Global SHRMS Reports & Process
Request Group Application Human Resources
2.3. After searching the XX_USER we will attach the Responsibility XX Fixed Assets created
above with this user.
Field Value
Responsibility XX HRMS
Application Human Resources
Security Group Standard
2 - Key Flexfields
Definitions
Points to Consider
Before creating Key Flexfields consider the following points,
Field Value
Code XX_GRADE_FLEXFIELD
Title XX GRADE FLEXFIELD
Description (Optional) XX Grade Flexfield for demo.
Field Value
Number 1
Name Grade Name
Windows Prompt Grade Name
Column SEGMENT1
Field Value
Value Set Name XX_GRADENAME_VS
Description XX Grade Name value set for demo.
List Type List of Values
Security Type No Security
Format Type Char
Maximum Size 20
Uppercase Only (A-Z) Checked (Yes)
Validation Type Independent
Field Value
Number 2
Name Grade Level
Windows Prompt Grade Level
Column SEGMENT2
1.10. Click Value Set Open (button) and enter following information,
Field Value
Value Set Name XX_GRADELEVEL_VS
Description XX Grade Level value set for demo.
List Type List of Values
Security Type No Security
Format Type Char
Maximum Size 2
Uppercase Only (A-Z) Checked (Yes)
Validation Type Independent
1.15. Click OK (button) and close the form. The Flexfield will be compiled.
Field Value
Code XX_JOB_FLEXFIELD
Title XX JOB FLEXFIELD
Description (Optional) XX JOB Flexfield for demo.
Field Value
Number 1
Name Job Name
Windows Prompt Job Name
Column SEGMENT1
Field Value
Value Set Name XX_JOBNAME_VS
Description XX JOB Name value set for demo.
List Type List of Values
Security Type No Security
Format Type Char
Maximum Size 20
Uppercase Only (A-Z) Checked (Yes)
Validation Type Independent
Field Value
Number 2
Name Job Code
Windows Prompt Job Code
Column SEGMENT2
Field Value
Value Set Name XX_JOBCODE_VS
Description XX JOB Code value set for demo.
List Type List of Values
Security Type No Security
Format Type Char
Maximum Size 20
Uppercase Only (A-Z) Checked (Yes)
Validation Type Dependent
2.11. Save the data and click Edit Information (button) and enter the following information.
Field Value
Independent Value Set Name XX_JOBNAME_VS
Description Will be auto displayed.
Dependent Default Value MG
Description MG
2.12. Enter the Value Set name in the Value Set field on segments Summary screen.
Note: The next few screens are same as covered in the Grade section.
Field Value
Code XX_COST_ALLOCATION_FLEXFIELD
Title XX COST ALLOCATION FLEXFIELD
Description (Optional) XX Cost Allocation Flexfield for demo.
Field Values
Number 1 2
Name Cost Center Account Code
Windows Prompt Cost Center Account Code
Column SEGMENT1 SEGMENT2
Value Set XX_Cost_Center XX_Accounts
Flexfield Qualifier Organization Element
Note: Here we will use Value Set we defined for General Ledger.
Note: The Cost Center segment will be displayed in organization costing information while
the Account Code will be assigned at the time of element creation.
Note: The next few screens are same as covered in the Grade section.
Field Value
Code XX_POSITION_FLEXFIELD
Title XX POSITION FLEXFIELD
Description (Optional) XX Position Flexfield for demo.
Field Value
Number 1
Name Position Name
Windows Prompt Position Name
Column SEGMENT1
Field Value
Value Set Name XX_POSITIONNAME_VS
Description XX Position Name value set for demo.
List Type List of Values
Security Type No Security
Format Type Char
Maximum Size 30
Uppercase Only (A-Z) Checked (Yes)
Validation Type Independent
Field Value
Number 2
Name Position Region
Windows Prompt Position Region
Column SEGMENT2
Field Value
Value Set Name XX_POSITIONREGION_VS
Description XX Position Region value set for demo.
List Type List of Values
Security Type No Security
Format Type Char
Maximum Size 20
Uppercase Only (A-Z) Checked (Yes)
Validation Type Independent
Note: The next few screens are same as covered in the Grade section.
Field Value
Code XX_PEOPLE_GROUP_FLEXFIELD
Title XX PEOPLE GROUP FLEXFIELD
Description (Optional) XX People Group Flexfield for demo.
Field Value
Number 1
Name Union
Windows Prompt Union
Column SEGMENT1
Field Value
Value Set Name XX_UNION_VS
Description XX Union value set for demo.
List Type List of Values
Security Type No Security
Format Type Char
Maximum Size 30
Uppercase Only (A-Z) Checked (Yes)
Validation Type Independent
Note: The next few screens are same as covered in the Grade section.
Field Value
Code XX_COMPETENCE_FLEXFIELD
Title XX COMPETENCE FLEXFIELD
Description (Optional) XX Competence Flexfield for demo.
Field Value
Number 1
Name Skill
Windows Prompt Skill
Column SEGMENT1
Field Value
Value Set Name XX_SKILL_VS
Description XX Skill value set for demo.
List Type List of Values
Security Type No Security
Format Type Char
Maximum Size 30
Uppercase Only (A-Z) Checked (Yes)
Validation Type Independent
Field Value
Number 2
Name Level
Windows Prompt Level
Column SEGMENT2
Field Value
Value Set Name XX_SKILLLEVEL_VS
Description XX Skill Level value set for demo.
List Type List of Values
Security Type No Security
Format Type Char
Maximum Size 30
Uppercase Only (A-Z) Checked (Yes)
Validation Type Independent
6.11. Save the data and click Edit Information (button) and enter the following information.
Field Value
Independent Value Set Name XX_SKILL_VS
Description Will be auto displayed.
Dependent Default Value 1
Description 1
6.12. Enter the Value Set name in the Value Set field on segments Summary screen.
Note: The next few screens are same as covered in the Grade section.
Here is the status of all requests and all are completed with Normal status.
1.2. Select Value Set in Find Values By region and enter XX_GRADENAME_VS in the
names field.
Grade
EXECUTIVE
MANAGEMENT
SUPERVISOR
1.5. Save the information and search for XX_GRADELEVEL_VS and enter the following
information.
Levels
1
2
3
4
2.3. Save data and search for XX_JOBCODE_VS to enter Job Codes.
2.4. Save the data and then click in the Independent Value and press down arrow key.
Position
CEO
MANAGER IT
MANAGER FN
MANAGER HR
DEPUTY MANAGER IT
DEPUTY MANAGER FN
DEPUTY MANAGER HR
SENIOR DBA
ACCOUNT OFFICER FN
RECRUITMENT OFFICER
Position
NORTH
SOUTH
EAST
WEST
5.4. Save the data and then click in the Independent Value and press down arrow key.
4 - Location
1. Location Definition
1.1. Switch to HRMS Responsibility,
Note: Uncheck the Global check box if you want the location to only be available within the
default Business Group of your current responsibility. Accept the default if you want the
location to be a global location and therefore available to all Business Groups. If you are
setting up a global location, the location name must be unique across all Business Groups.
1.1. Enter the required information on the screen, like Name, Description, address Style
and address as shown above.
1.2. When we clicked on Shipping Details tab the Ship-To Location was default to Location
Name we entered in the header of this form.
We will create only one BG for demonstration while you can create more than one BG’s in your
enterprise to keep sets of data separated. The major reason for creating many business groups
is that your enterprise is present in many countries. The other reasons for creation of more than
one BG are,
Organization Structure
XX COMPANY
Business Group
HR Organization
CEO
XX IT XX FN XX HR
Information Technology Finance Department Human Resource Department
HR Organization HR Organization HR Organization
Field Value
Name XX COMPANY
Type Company
Location XX Location
Internal or External Internal
1.4. Before moving into Organization Classification region save the information.
1.5. Select Business Group from the LOV in the Name field.
Field Value
Organization Classifications Business Group
Name
Enabled ;
1.6. Save the information and then click Others (button) to enter Business Group
information.
Note: The * on the start denotes the mandatory information and you will have to provide
information while all others are optional.
1.7. Select Business Group Info from the displayed LOV and click OK (button.
1.8. Click in the white area of Business Group Info field and the following screen will
appear.
Warning: All the information entered on this screen will affect the Business Group and you
will not be able to change saved data on this screen.
1.9. Select Business Group, click the Enabled check box and click (B) Others.
1.10. Enter the required information on the screen displayed as following,
Field Value
Short Name XX COMPANY
Employee Number Generation Automatic
Applicant Number Generation Automatic
Contingent Worker Number Automatic
Generation
Grade Flexfield Structure XX GRADE FLEXFIELD
Group Flexfield Structure XX PEOPLE GROUP FLEXFIELD
Job Flexfield Structure XX JOB FLEXFIELD
Costing Flexfield Structure XX COST ALLOCATION FLEXFIELD
Position Flexfield Structure XX POSITION FLEXFIELD
Competence Flexfield Structure XX COMPETENCE FLEXFIELD
Legislation Code Pakistan
Currency PKR
Fiscal Year Start
Minimum Working Age 18
1.14. Now the next step is to make our Business Group a HR Organization as we will hire
CEO in this organization. Keep in mind that which organization will have employees
must be a HR Organization. Click in the 2nd line to define HR Organization and enter
the following information.
Field Value
Organization Classifications HR Organization
Name
Enabled ;
1.15. Save the information and then click Others (button) to enter HR Organization
information.
6 - Profiles
There are following three profiles which we need to set for our XX HRMS responsibility.
There is a space in HR: Security Profile after colon but no space in other profile options.
1.2. Enter Responsibility name XX HRMS and profile HR: Security Profile.
3.3. Select HR with Payroll User from the LOV and click OK (button).
7 - Organizations
1. Departments (HR Organization) Definition
1.1. Open the Description form,
1.2. Click New (A) (button), and define three departments with the following information.
Field Value
Name XX IT XX HR XX FN
Type Department Department Department
Location XX Location XX Location XX Location
Internal or External Internal Internal Internal
Organization HR Organization HR Organization HR Organization
Classification
Enabled ; ; ;
XX IT
1.3. Click Others (button) and enter Costing Information by selecting Costing Information
from LOV and clicking OK (button).
Note: Internal Organizations are Departments, Sections or Cost Centers and the External
Organizations are Tax Offices, Recruitment Agencies.
XX HR
1.4. Click Others (button) and enter Costing Information by selecting Costing Information
from LOV and clicking OK (button).
XX FN
1.5. Click Others (button) and enter Costing Information by selecting Costing Information
from LOV and clicking OK (button).
Note: You can define as many organizations (Zone, Division, Department, Sections) but
here for practice we have defined only 4 (Company 1, Departments 3).
8 - Organization Hierarchies
The benefit of Organization Hierarchies is that it enables to show the reporting structure of
organization in an enterprise. The other benefits are,
XX COMPANY
Business Group
HR Organization
XX IT XX FN XX HR
Information Technology Finance Department Human Resource
Department
HR Organization HR Organization HR Organization
1.2. Enter a unique name for the hierarchy, and check Primary if it is your main reporting
hierarchy.
1.6. Click in the Organization Name field and press F11 and then Ctrl+F11 keys to search
the Business Group.
1.7. Click in the Subordinates Name and select departments from the LOV.
1.8. You will have to save information after moving to next line to enter next department.
2. Organization Diagrammer
2.1. Open the Diagrammer form,
2.6. Use different options available on Diagrammer editor and close the screen.
9 - Jobs Creation
1. Jobs Entry
1.1. Open the Description form
1.4. A Job Group will be defaulted so click in the Name field and select Job Name and Job
Code.
10 - Grades Creation
1. Grades Entry
1.1. Open the Description form
Grade Level
EXECUTIVE 1
MANAGEMENT 1,2
SUPERVISOR 1
11 - Positions Creation
1. Positions Entry
We will define following positions.
1.4. Click Hiring Information tab and enter 1 in the FTE as our Type is Single Incumbent.
12 - Position Hierarchies
1. Position Hierarchy Definition
CEO
1.2. Enter unique Hierarchy Name and click Primary check box if this is your Primary
hierarchy.
1.8. Enter Version Number and Date From and save the data.
1.9. Click in the Position Name and press F11 to search the top position CEO.EAST and the
execute query by pressing Ctrl+F11.
1.10. Then click in the Subordinates Name field.
1.12. Enter all subordinates who are reporting to CEO in our case all Managers.
1.13. Now click the MANAGER IT.EAST line and click the Blue Down arrow key to define the
Manager IT subordinate.
1.14. Position MANAGER IT.EAST has jumped above in the Position Name field. Enter all
subordinates who are reporting to CEO in our case all Managers. Select DEPUTY
MANAGER IT.EAST as subordinates and save the information.
1.15. Now to define subordinate of DUPUTY MANAGER IT.EAST click blue Down arrow key
and DUPUTY MANAGER IT.EAST position will be shifted in the Position Name field.
2. Position Diagrammer
2.1. Open the Diagrammer form,
People
Management
13 - Employee Creation
1. Employee Creation
1.1. Open the Enter and Maintain form,
1.5. Note the Employee Identification assigned to the employee which is employee code 1.
1.6. Click Assignment (button).
1.7. Select Group, Position and Grade. The position will default few field which you can
change.