HRMS Implementation Checklists

Basic Administration Checklist
Define Key Flexfields
o 1 Specify Key Flexfield Structures for Business Group
o 2 Define Job Flexfield
o 3 Define Position Flexfield
o 4 Define Grade Flexfield
o 5 Define People Group Flexfield
o 6 Define Cost Allocation Flexfield
Define Descriptive Flexfields
o 7 Specify Descriptive Flexfield Contexts
o 8 Define Descriptive Flexfields
Administration
o 9 Enable Currencies
o 10 Define 'View All' HRMS User
o 11 Run Grant Permissions To Roles Process
o 12 Define QuickCode Values
Application Data Export (ADE) and Hierarchy

Diagrammers
o 13 Set Up ADE
o 14 Control Access to the Hierarchy Diagrammers
Work Structures Checklist

Define Organization Structures
o 15 Define Locations
o 16 Define Business Group
o 17 Create 'View-All' access to the Business Group
o 18 Define Organizations
o 19 Define Organization Hierarchies
Define Roles
o 20 Define Jobs
o 21 Define Positions
o 22 Define Primary Position Reporting Hierarchy
Define Grade Related Information
o 23 Define Grades
o 24 Define Grade Rates
o 25 Define Pay Scales
o 26 Define Progression Point Values
o 27 Define Grade Scales
Define Payroll Information
o 28 Define Payment Methods
o 29 Define Payroll Groups
Compensation and Benefits Checklist

Define Input Value Validation
o 30 Define New QuickCode Types

o 32 Define User Tables
o 33 Define Element Validation Formulas
Define Compensation and Benefits for Information
o 34 Define Elements and Input Values
o 35 Define Element Links
Salary Administration
o 36 Define Proposal Reasons and Performance Ratings
o 37 Activate Salary
o 38 Define Salary Bases
o 39 Define Element Links for Salary
Element Sets
o 40 Define Element Sets
People and Assignments Checklist

Person Types and Assignment Statuses
o 41 Define Person Types
o 42 Define Assignment Statuses for Employees
Special Personal Information
o 43 Define Personal Analysis Key Flexfield Structures
o 44 Register Special Info Types for the Business Group
Recruitment
o 45 Define Assignment Statuses for applicants

Career Management Checklist
Methods of Measurement and Creating Competencies
o 46 Create Rating Scales
o 47 Create Competencies
o 48 Group Competence Types
Competence Requirements
o 49 Create Competence Requirements
Use Function Security to Customize Oracle Training

Administration (OTA)
o 50 Set Up Activity Security (OTA)
Qualification Types and Establishments
o 51 Create Qualification Types
o 52 Create Establishments
Assessment and Appraisal
o 53 Create Assessment Templates
o 54 Create Appraisal Questionnaires
o 55 Create Appraisal Templates
Specific Business Functions Checklist

Absence Management /Accruals of Paid Time Off
(PTO)
o 56 Define an Absence Element to Record Time Taken
o 57 Define Element Links for the Absence Element
o 58 Define the Accrual Plan with an Absence Element

o 59 Define Element Links for the Accrual Elements
o 60 Define Absence Reasons
o 61 Associate an Absence Type with the Absence Element
Human Resource Budgets
o 63 Define Period Types
o 64 Define Budgetary Calendars
o 65 Define Budgets
Evaluation Systems
o 66 Define Evaluation Types
o 67 Define Valid Grades for Jobs
o 68 Define Valid Grades for Positions
Requirements Matching
o 69 Define Requirements for Jobs
o 70 Define Requirements for Positions
Career and Succession Planning
o 71 Modelling Career and Succession Planning Based on Jobs
o 72 Modelling Career and Succession Planning Based on

Positions
Control Checklist
Define Reports and Generate Standard Letters
o 73 Write New Reports

o 74 Register Reports as Concurrent Programs with SRS
o 75 Define Report Sets
o 76 Create Standard Letters for use with Concurrent Processing
o 77 Create Standard Letters for use with Application Data

Export (ADE)
o 78 Create Standard Letters for use with Microsoft Word
Define User Security
o 79 Create Oracle IDs
o 80 Register Oracle IDs
o 81 Define Security Profiles
o 82 Run Generate Secure User Process
o 83 Run Security List Maintenance Process
o 84 Define Form Customizations
o 85 Define Task Flow Nodes
o 86 Define Task Flows
o 87 Define Menu Functions
o 88 Define Menus
o 89 Define Report Security Groups
o 90 Define Responsibilities
o 91 Define Application Users
o 92 Define HR User Profile Options
Define Audit Requirements
o 93 Estimate file sizing and file management needs

o 94 Define Audit Installations
o 95 Define Audit Tables and Columns
o 96 Define Audit Groups
o 97 Activate AuditTrail Update Tables Process
Thank You 

HRMS Implementation Checklists

Uploaded by

Document Information

Original Description:

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

HRMS Implementation Checklists

Uploaded by

Copyright:

Available Formats

Basic Administration Checklist

Define Key Flexfields

o 1 Specify Key Flexfield Structures for Business Group

o 2 Define Job Flexfield

o 3 Define Position Flexfield

o 4 Define Grade Flexfield

o 5 Define People Group Flexfield

o 6 Define Cost Allocation Flexfield

Define Descriptive Flexfields

o 7 Specify Descriptive Flexfield Contexts

o 8 Define Descriptive Flexfields

o 10 Define 'View All' HRMS User

o 11 Run Grant Permissions To Roles Process

o 12 Define QuickCode Values

Application Data Export (ADE) and Hierarchy

o 14 Control Access to the Hierarchy Diagrammers

Work Structures Checklist

o 16 Define Business Group

o 17 Create 'View-All' access to the Business Group

o 19 Define Organization Hierarchies

o 22 Define Primary Position Reporting Hierarchy

Define Grade Related Information

o 24 Define Grade Rates

o 25 Define Pay Scales

o 26 Define Progression Point Values

o 27 Define Grade Scales

Define Payroll Information

o 28 Define Payment Methods

o 29 Define Payroll Groups

Compensation and Benefits Checklist

o 30 Define New QuickCode Types

o 31 Define QuickCode Values

o 33 Define Element Validation Formulas

Define Compensation and Benefits for Information

o 34 Define Elements and Input Values

o 35 Define Element Links

o 36 Define Proposal Reasons and Performance Ratings

o 38 Define Salary Bases

o 39 Define Element Links for Salary

o 40 Define Element Sets

People and Assignments Checklist

o 41 Define Person Types

o 42 Define Assignment Statuses for Employees

Special Personal Information

o 43 Define Personal Analysis Key Flexfield Structures

o 44 Register Special Info Types for the Business Group

o 45 Define Assignment Statuses for applicants

o 46 Create Rating Scales

o 48 Group Competence Types

o 49 Create Competence Requirements

Use Function Security to Customize Oracle Training

o 50 Set Up Activity Security (OTA)

Qualification Types and Establishments

o 51 Create Qualification Types

Assessment and Appraisal

o 53 Create Assessment Templates

o 54 Create Appraisal Questionnaires

o 55 Create Appraisal Templates

Specific Business Functions Checklist

o 56 Define an Absence Element to Record Time Taken

o 57 Define Element Links for the Absence Element

o 58 Define the Accrual Plan with an Absence Element

o 60 Define Absence Reasons