Professional Documents
Culture Documents
R12 HR Practice Guide
R12 HR Practice Guide
Username: XXXXX
Password: XXXXX
(B) Login
3. Enter a function:
Favorite: XX_Receipts
On the PHP, click the Assets, Vision Operations (USA) responsibility to find the different
menus available such as Financial Information, Transaction History, and Accounting
Events under this responsibility.
Go through the different fields such as Asset Number, Description, Tag, Asset Key, and
Book in this form.
On the PHP, click the Cash Management, Vision Operations (USA) to find the different
menus available under this responsibility.
5. Closing a form:
Username: XXXXX
Password: XXXXX
(B) Login
2. On the PHP, click the Order Management Super User, Vision Operations (USA)
responsibility.
Retrieving a Record
4. Show how a record can be retrieved using the keyboard and menu functions.
Press [F11].
Use the up-arrow and down-arrow buttons to show how the record changes.
Note: Also show how a record can be retrieved using the Find Icon.
Deleting a Record
Click (T) Line Items.
(I) Save
Open the Sales Order and show that the Item AS54888 is not available any more.
Note: Inform that most of the records cannot be deleted in this way, but have to give an
end date for the same not to be used after that end date.
3. Running a Single Request Report
Username: XXXXX
Password: XXXXX
(B) Login
2. Navigate to the submit request form (N) Reports, Requests > Run Reports.
7. Click Submit.
Item = XX_Item
Description = XX_Item
(B) Select
(B) Apply
(B) Save
(B) Create
State: NY
(B) Continue
(B) Continue
(B) Apply
7. Accept the default Ship To Location and Bill To Location, FOB, Country of Origin
values.
8. (B) Save
Therefore, it is seen that the “Suppliers” entity is shared across applications. It is defined
in one application and accessed in another.
(T) Lines
Quantity = 10
Save
Creating a Customer
State = NY
Bill To = Primary
Customer = XX_Customer
Close Form without saving.
Defining an Employee
Last = Samuels
First = XX_James
Creating an Assignment
b. Team = Financials
d. Select following:
Job = MGR500.Manager
9. (T) Supervisor
Name = Brown, Ms. Casey
12. Close all the windows and return to the Navigator page.
Creating a Resource
21. Close all the windows and return to the Navigator page.
8. Creating a New User
Responsibility
System Administrator
6. Save
Login = XXEBSTUDENT
Password = XXXXXX
(N) Items > Master Items, select M1 - Seattle Manufacturing from the LOV.
3. Enter an item:
Item Description
4. Save.
Note: Point out that the Item field is a key flexfield that happens to be defined as one
segment and no validation!
5. (T) Purchasing
Purchased Purchasable
Checked Checked
Note: Point out that the Expense Account is a key flexfield owned by General Ledger.
Major Category
COMPUTER
Minor Category
Server
Note: Point out that Assets own the Asset Category Flexfield. This is a two-segment
flexfield, where the second segment is dependent on the first. For example, if you choose
Computer in the first segment, you would not want to see Land when you selected a value
in the second segment.
8. (B) OK
9. Save.
10. (M) Tools > Categories (You may have to press [Ctrl] + [F11] if default categories
are not displayed.)
Category Set
Purchasing
11. Place cursor in the Category field (MISC.MISC defaults, but you will override this).
Note: Point out that this is the PO Item Category key flexfield.
Item Category
14. (B) OK
204 53
15. (B) OK
Note: Point out that the Category field now reflects 204.53 based on the selection made.
16. Save.
18. Place cursor in the descriptive flexfield to the right of the description field.
Note: Point out that when the cursor enters a flexfield field, profile options determine
whether or not it automatically opens. Point out that there are several fields in this
descriptive flexfield, they are of different sizes and some have a list of values/validation.
1. Responsibility: XXXXXXXXX
Format Char
Max. Size 10
Format Char
Maximum Size 10
Value: NONE
Description: None
7. Save
11. Creating a Structure for a Key Flexfield and Adding Value Sets
Application: Inventory
Code: XXPO_ITEM_CAT
Title: XXPO_ITEM_CAT
Assigning Segments
5. Create the structure based on the segment information in the following table:
Field Value
Description PO Class
Required Checked
Field Value
Description PO Subclass
Required Checked
Adding Values
10. Search for any existing values using your value sets.
Value Description
CCOMP Computer
Component
13. Enter values dependent on the CCOMP value according to the following table and
Save:
Value Description
14. Enter values dependent on the CSYS value according to the following table and
Save:
Value Description
DESKTOP Desktop
PC PC
SERVER Server
3. Set up new category codes combinations according to the following table. Name
your structure XXPO_ITEM_CAT.
(N) Setup > Item > Categories > Category Sets (M1 - Seattle)
Name: XXPurchasing
Click Save.
Creating a Supplier
2. On the Personal Home page click the Payables, Vision Operations (USA)
responsibility.
6. Create a supplier site according to the following details in the Address Book link.
State = NY
Entering an Invoice
8. Click the Invoices link under “Invoices: Entry” to open the Invoices Window.
9. Enter an invoice with the following details:
10. Close all the windows and return to the Navigator page.
15. Note that this is an Invalid Supplier for this operating unit.
16. Close all the windows and return to the Navigator page.
14. Viewing Approval Process Using Workflow Monitor
Overview
In this practice, you will view requisition approval by using Workflow Monitor.
Assumptions
You must have access to an Oracle Application Vision database, or a comparable training
or test instance at your site on which to complete this practice.
Tasks
Creating a Requisition
Description: XXSupplies
(T) Lines
Item: f71000
Quantity: 40
11. View the diagram. Drill down on both the Verify Approval Authority and Approval
List Routing subprocesses.
14. Make your Personal Home Page the active page, and then log out.
User: cbaker
Password: welcome
User: XXebstudent
Password: XXebstudent
19. Find your requisition and view the requisition approval by using the Workflow
Monitor:
Tasks
3. Review the change in the number for Shipping KPIs by altering Period, Compare
To and Organization.
R12 Oracle HRMS People
Management Fundamentals
Student Guide
Introduction to Recording
People Information
Chapter 2
Instructor Demonstration - Using the People and Assignment
Windows
This demonstration provides an overview of using the People and Assignment windows for
people management.
Note: You can use the HRMS Manager or Super HRMS Manager responsibility. For this
demonstration, log in as ouhrms/welcome and use the OU HRMS Manager responsibility.
You can record personal information for all types of people using the People and
Assignment windows. For example, you can record information for your employees,
applicants, contacts, and contingent workers.
When you create a person in the application, you assign them a person type to represent
them in your enterprise.
If a local address style exists for your country, it displays as the default. Otherwise, the
international style is displayed. For this demonstration the UK address style is displayed.
You use the Assignment window to record the structures in which a person works. It enables
you to enter and track people from the time they apply for a job, to the time they leave your
enterprise.
This person is assigned to a monthly payroll and has an active assignment status.
You can enter additional information, such as supervisor details, special ceiling progression
points, and salary information, in the tabbed regions of the Assignment window.
3. Enter xx Student Placement Employee as the user name and Employee as the System Name.
Assumptions
• You can use the HRMS Manager or Super HRMS Manager responsibility. For this
demonstration, log in as ouhrms/welcome and use the OU HRMS Manager
responsibility.
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• Replace XX in the practice with a unique identifier such as your initials or a number.
(For instructor-led training classes, this number will be assigned to you.) This is
necessary in order to create unique records within the database when performing the
practice.
Tasks
Defining Person Types
You need to define your own person types to further represent the roles the people in your
enterprise perform. In this practice you will extend the Employee person type to identify two
subgroups of employees: employees on a student placement and permanent employees.
• Xx Permanent Employee
Solution – Defining Person Types
Defining Person Types
3. Enter xx Student Placement Employee as the user name for the new person type.
7. Repeat the practice to create the user person type of xx Permanent Employee.
These person types are now available for you to assign to your employees.
Instructor Demonstration - Changing Person Type Usage
In this demonstration, you will learn how to change person type usage for a person. You change
someone’s person type to another user person type (for the same system person type) when his or
her role changes but their current work information remains the same.
This demonstration changes the person type usage for Kevin Andrews because he has finished
his student placement and you have decided to employ him as a permanent employee.
Note: You can use the HRMS Manager or Super HRMS Manager responsibility. For this
demonstration, log in as ouhrms/welcome and use the OU HRMS Manager responsibility.
2. Query Kevin Andrews to change his person type usage in the Find window.
4. Choose Update in the displayed dialogue box to keep a history of the information.
3. Enter xx Maternity Leave as the user status name and Suspend Assignment as the Human
Resource system status.
Assumptions
• You can use the HRMS Manager or Super HRMS Manager responsibility. For this
demonstration, log in as ouhrms/welcome and use the OU HRMS Manager
responsibility.
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• Replace XX in the practice with a unique identifier such as your initials or a number.
(For instructor-led training classes, this number will be assigned to you.) This is
necessary in order to create unique records within the database when performing the
practice.
Tasks
Defining a User Assignment Status
One of your employees is about to go onto maternity leave; you can track this change in her
assignment. You need to define a user assignment status of Maternity Leave, and map it to the
system status of Suspend. You need to select the payroll system status of Process, as she will
receive half pay for a period of time while on maternity leave.
You assign the new user assignment status of maternity leave to xx Jane Smith.
13. Select the xx Maternity Leave assignment status in the Status field.
4. In the People window, enter xxAllen in the Last field and John in the First field.
5. Select Mr. from the Title drop-down list. When you select Mr., the application automatically
enters Male in the Gender field.
6. Select Create Employment in the Action field and select Employee in the Person Type for
Action field.
10. Choose the Address button and select the Address field.
11. Enter 12 North Street in the Address Line 1 field, enter London in the Town field, select
Greater London in the County field, and enter EC7 6HT in the Post Code field.
12. Choose OK to close the window, save your work, and close the Address window.
14. In the Assignment window, select Area Manager in the Job field, ADMIN.3 in the Grade
field, and Education Monthly in the Payroll field. Choose Correction when you are asked to
choose an option.
Assumptions
• You can use the HRMS Manager or Super HRMS Manager responsibility. For this
demonstration, we log in as ouhrms/welcome and use the OU HRMS Manager
responsibility.
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• Replace xx in the practice with a unique identifier such as your initials or a number.
(For instructor-led training classes, this number will be assigned to you.) This is
necessary in order to create unique records within the database when performing the
practice.
Tasks
Entering a new employee using the People window
John xxAllen is a new employee. His date of birth is 21-FEB-1960 and his national identifier is
AA234561A. He lives in the Greater London county and his address is 14 Wimbledon Road,
London, SW15 7HL. Use the People window to enter xx John Allen as a permanent employee.
Use the Assignment window to enter the primary assignment for xx John Allen. The start date of
the assignment is 01-JAN-1999. Enter the following values for the assignment:
− Vision Industries as the Organization
− Area Manager as the Job
− ADMIN.3 as the Grade
− Education Monthly as the Payroll
− HR- London, UK as the Location
Solution – Entering a New Employee Using Forms
Entering a new employee using the People window
4. In the People window, enter xxAllen in the Last field and John in the First field.
5. Select Mr. from the Title drop-down list. When you select Mr., the application automatically
enters Male in the Gender field.
6. Select Create Employment in the Action field and select Employee in the Person Type for
Action field.
10. Choose the Address button and select the Address field.
11. Enter 14 Wimbledon Road in the Address Line 1 field, enter London in the Town field,
select Greater London in the County field, and enter SW15 7HL in the Post Code field.
12. Choose OK to close the window, save your work, and close the Address window.
Note: When you are asked to choose an option, choose Correction because you are entering
a record that starts today. You can only update a record that is at least 1 day old.
2. Enter the current date in the Effective Date field and choose OK.
4. In the People window, enter xxWord in the Last field and Anthony in the First field.
5. Select Mr. from the Title drop-down list. When you select Mr., the application automatically
enters Male in the Gender field.
6. Select Create Placement in the Action field and select Contingent Worker in the Person
Type for Action field.
9. Enter the generated Purchase Order number in the Purchase Order Number field.
10. Enter the generated Purchase Order Line in the Purchase Order Line field.
Note: When you use Oracle Services Procurement, the application automatically enters the
supplier name and site, the projected assignment end date, and the assignment rate when you
enter the purchase order number.
Assumptions
• You can use the HRMS Manager or Super HRMS Manager responsibility. For this
demonstration, we log in as ouhrms/welcome and use the OU HRMS Manager
responsibility.
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• Replace xx in the practice with a unique identifier such as your initials or a number.
(For instructor-led training classes, this number will be assigned to you.) This is
necessary in order to create unique records within the database when performing the
practice.
Tasks
Placing a new contingent worker using the People window
Anthony xxWord is a new contingent worker. Use the People window to enter Anthony xxWord
as a contingent worker at Vision Industries.
For the assignment, the supplier name is Advantage Corp and the supplier site is
ADVANTAGE-UK.
Solution – Placing a New Contingent Worker Using Forms
Placing a new contingent worker using the People window
4. In the People window, enter xxWord in the Last field and Anthony in the First field.
5. Select Mr. from the Title drop-down list. When you select Mr., the application automatically
enters Male in the Gender field.
6. Select Create Placement in the Action field and select Contingent Worker in the Person
Type for Action field.
Note: When you use Oracle Services Procurement, the application automatically enters the
supplier name and site, the projected assignment end date, and the assignment rate when you
enter the purchase order number.
3. Set your effective date to 01-JAN-2000 and choose the New icon.
5. Select Senior Administrator as the Job, Admin.4 as the Grade, and Education Monthly as the
Payroll.
6. If the application does not automatically display the location, select HR- London, UK as the
Location.
Assumptions
• You can use the HRMS Manager or Super HRMS Manager responsibility. For this
demonstration, log in as ouhrms/welcome and use the OU HRMS Manager
responsibility.
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• Replace XX in the practice with a unique identifier such as your initials or a number.
(For instructor-led training classes, this number will be assigned to you.) This is
necessary in order to create unique records within the database when performing the
practice.
Tasks
Promoting a Person Using the People and Assignment Window
xx John Allen is a Senior Administrator in your enterprise. In recognition of his performance you
decide to promote xx John Allen to the job of Operations Manager. Use the Assignment window
to complete the promotion process. The start date of the assignment is 01-JAN-2002.
Solution – Promoting a Person Using the People and Assignment
Windows
Promoting a Person Using the People and Assignment Window
You can also use the people management templates to perform this task. Navigate to the People
Management Data Organizer window: (N) People > Maintain Using Templates > Maintaining
Employees.
7. Choose the Miscellaneous tab to enter the reason for the change.
2. Query xx John Allen in the Find window and choose the Assignment button.
Assumptions
• You can use the HRMS Manager or Super HRMS Manager responsibility. For this
demonstration, log in as ouhrms/welcome and use the OU HRMS Manager
responsibility.
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• Replace XX in the practice with a unique identifier such as your initials or a number.
(For instructor-led training classes, this number will be assigned to you.) This is
necessary in order to create unique records within the database when performing the
practice.
Tasks
Changing Primary Assignments Using the Assignment Window
xx John Allen has two roles in your enterprise: Area Manager as the primary assignment and
Senior Administrator as the secondary assignment. You need to change the status of the
secondary assignment to identify it as the primary assignment. Update xx John Allen’s role of
Senior Administrator as primary assignment using the Assignment window. The start date of the
assignment is 01-JAN-2001.
Solution – Changing Primary Assignments Using the Assignment
Window
Changing Primary Assignments Using the Assignment Window
You can also use the people management templates to perform this task. Navigate to the People
Management Data Organizer window: (N) People > Maintain Using Templates > Maintaining
Employees.
2. Query xx John Allen in the Find window to change the assignment information.
6. Choose the Miscellaneous tab and select the Primary check box to make this assignment the
primary assignment.
Note: The application automatically changes the previous primary assignment Area
Manager from primary to secondary.
Guided Demonstration - Creating User Access to Self-Service
Responsibility: System Administrator
4. Enter Oracle as the initial password for your user (you will need to enter the password
twice).
6. Select the Self-Service for OU Employees responsibility, choose Standard as the Security
Group and set the effective date to 01-JAN-1999.
7. Select the Self-Service for OU Managers responsibility, choose Standard as the Security
Group and set the effective date to 01-JAN-1999.
10. Enter Oracle as the old password and welcome in the two New Password fields.
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• Prefix all names of responsibilities and users with your assigned unique group number
or your initials.
• The initial password for your users should be Oracle. You should then use Welcome as
the active password.
Tasks
Creating a New User
You need to create xx Jane Smith as a user to enable her to use self-service functionality to
maintain her personal and professional details. You need to create a user in the application and
link it to the employee using the following details:
Assign the Self-Service for OU Employees and the Self-Service for OU Managers
responsibilities to xx Jane Smith.
Ensure that you assigned the correct responsibilities to your user by logging on to SSHR.
Solution – Creating User Access to Self-Service
Creating a New User
4. Enter the password for your user. Use Oracle as the initial password (you will need to enter
the password twice).
7. Select the Self-Service for OU Employees responsibility and choose Standard as the
Security Group.
8. Set the effective date to 01-JAN-1999.
9. Select the Self-Service for OU Managers responsibility and choose Standard as the Security
Group.
5. Choose the Next button to display the Review page and choose Submit.
12. Select the School search icon to display the Search and Select: School page.
13. Enter Anglia% in the Search By field and select Anglia Polytechnic University.
Assumptions
• For this demonstration, log in as xx Jane Smith/welcome and use the Self Service for
OU Employees responsibility.
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• Replace XX in the practice with a unique identifier such as your initials or a number.
(For instructor-led training classes, this number will be assigned to you.) This is
necessary in order to create unique records within the database when performing the
practice.
Tasks
Maintaining Professional Information Using SSHR
As xx Jane Smith you need to update professional details such as work preferences and
educational qualifications. Use the Work Preferences function of Self-Service for OU Employees
responsibility to specify domestic options and international relocation options.
You also have been recognized as a Certified Public Accountant and need to provide the details
to your HR department. Use the Education and Qualifications function to enter the information.
Solution – Maintaining Professional Information Using SSHR
Maintaining Professional Information Using Self-Service HR
3. Select the Work Preferences function to display the Work Preferences page.
4. Select the Work in Current Location Only check box to indicate your work preference.
5. Select the Travel Domestically check box to indicate your work travel preference.
7. Review your work preferences and choose Submit. The application displays a confirmation
message that your changes are applied to Oracle HRMS.
9. Select the Education and Qualifications function to display the Education & Qualifications
page.
10. Choose the Add Qualification button.
14. Select the School search icon to display the Search and Select: School page.
18. Review your work preferences and choose Submit. The application displays a confirmation
message that your changes are applied to Oracle HRMS.
2. Select the Personal Information function and choose Update in the Basic Details region.
3. Select the “Enter new information … “ option and enter 01-JAN-2002 as the Effective Date.
8. Select the “Enter a new address if you have moved” option and choose Next to display the
Main Address page.
9. Enter the following address details with the effective date set to 01-JAN-2002:
Assumptions
• For this demonstration, log in as xx Jane Smith/welcome and use the Self Service for
OU Employees responsibility.
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• Replace XX in the practice with a unique identifier such as your initials or a number.
(For instructor-led training classes, this number will be assigned to you.) This is
necessary in order to create unique records within the database when performing the
practice.
Tasks
Maintaining Personal Information using Self-Service HR
As xx Jane Smith you need to update your personal details. Use the Personal Information
function of Self-Service for OU Employees responsibility to complete the following tasks:
− Update marital status to Married
− Provide the following details to change your address:
− Farm Cottage as Address Line 1.
− Chobham as Address Line 2.
− Surrey as the County.
− GU239PS as the Post Code.
Solution – Maintaining Personal Information Using SSHR
Maintaining Personal Information Using the Personal Information Function
5. Select the “Enter new information … “ option to display the Basic Details Update page.
10. Review the details and choose Submit to apply the changes.
21. Review the details and choose the Submit button. The application displays a confirmation
that your changes are applied to the Human Resources System.
Create a deployment proposal to transfer the employee John Abbott from the Vision Canada
business group to the Vision Corporation business group. For this demonstration, log in as
hrms/welcome.
3. Search for and select the source business group Vision Canada.
4. Enter the last name Abbot and the first name John and click Go.
9. In the Basic Assignment Details page, select the person type Employee.
13. In the Work Schedule section, search for and select the Government Reporting Entity
Vision Corporation.
The deployment proposal is in Draft status until the deployment begins. You can initiate the
deployment any time by selecting Initiate Deployment for the deployment proposal
Terminating
Chapter 14
Guided Demonstration - Terminating an Assignment
Terminating an Assignment
4. Query the Area Manager assignment and select the Terminate Assignment as the Status.
Assumptions
• You can use the HRMS Manager or Super HRMS Manager responsibility. For this
demonstration, log in as ouhrms/welcome and use the OU HRMS Manager
responsibility.
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• Replace XX in the practice with a unique identifier such as your initials or a number.
(For instructor-led training classes, this number will be assigned to you.) This is
necessary in order to create unique records within the database when performing the
practice.
Tasks
Terminating an Assignment using the Assignment Window
John xxAllen holds two assignments Senior Administrator as the primary assignment and Area
Manager as the secondary assignment. His role as Area Manager has ended and you decide to
terminate the secondary assignment with an effective date of 01-JUL-2001.
Solution – Terminating an Assignment
Terminating an Assignment using the Assignment window
2. Query John xxAllen whose secondary assignment you need to terminate in the Find
window.
3. Choose the Assignment button to change the status of the secondary assignment.
4. Set your effective date to 01-JUL-2001.
10. Query the Area Manager assignment and verify the status. The application displays the
Terminate Assignment status.
2. Set your effective date to 31-MAY- 2004 and query John xxAllen.
8. Repeat the steps from 3 to 6 to complete the termination process for xx Alicia Thomson.
9. Click the Termination link and enter xxSmith as the Last Name.
10. Select the employee name Jane xxSmith in the Search Results table.
11. Click the Actions icon and set your effective date to 31-DEC-2002.
12. Enter 30-NOV-2002 as the termination Notification date and select Better Opportunity as
the leaving Reason.
Assumptions
• You can use the HRMS Manager or Super HRMS Manager responsibility. For this
demonstration, log in as ouhrms/welcome and use the OU HRMS Manager
responsibility.
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• Replace XX in the practice with a unique identifier such as your initials or a number.
(For instructor-led training classes, this number will be assigned to you.) This is
necessary in order to create unique records within the database when performing the
practice.
Tasks
Terminating an Employee
John xxAllen has resigned as he has a better job offer. You decide to terminate his employment
with an effective date of 31-DEC-2002. Use the Terminate window to complete the process.
Solution – Terminating an Employee
Terminating an Employee
3. Query John xxAllen whose employment you need to terminate in the Find window.
5. Choose End Employment to start the termination process. The application displays the
Terminate window.
6. Select Better Opportunity as the Leaving Reason.
7. Enter 31-DEC-2002 as the Actual termination date. This is the date on which John xxAllen’s
person type changes to ex-employee.
Note: The application changes the person type from Employee to Ex-employee.
Guided Demonstration - Ending a Placement
Ending a Placement
Assumptions
• You can use the HRMS Manager or Super HRMS Manager responsibility. For this
demonstration, log in as ouhrms/welcome and use the OU HRMS Manager
responsibility.
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• Replace XX in the practice with a unique identifier such as your initials or a number.
(For instructor-led training classes, this number will be assigned to you.) This is
necessary in order to create unique records within the database when performing the
practice.
Tasks
Ending a Placement
Anthony xxWord’s work contract has ended and you decide to end the placement. Use the
Terminate window to end Anthony xxWord’s placement with an effective date of 31-DEC-2002.
Solution – Ending a Placement
Ending a Placement
5. Choose End Placement to start the end placement process. The application displays the
Terminate window.
You can also navigate to the Terminate window using the people management templates.
6. Select Non renewal of Contract as the Termination Reason.
7. Enter 31-DEC-2002 as the Actual termination date. This is the date on which Anthony
xxWord’s person type changes to Ex-contingent Worker.
Note: The application displays the Ex-contingent Worker as the Termination Person Type.
The termination is complete.
Reinstating or Rehiring
Chapter 15
Instructor Demonstration - Cancelling a Termination
In this demonstration, you will learn how to cancel a termination.
Jane xxSmith has decided not to leave your enterprise and you need to cancel her termination
with 01-JAN-2003 as the effective date. Use the End Employment window to complete the task.
Note: You can use the HRMS Manager or Super HRMS Manager responsibility. For this
demonstration, log in as ouhrms/welcome and use the OU HRMS Manager responsibility.
Note: The application clears and disables the Type and Status fields in the End Employment
window.
8. Date track to 02-JAN-2003 and verify the person type. The application displays the
Employee person type for Jane xxSmith, and restores her previous personal and assignment
information.
Instructor Demonstration - Rehiring an Ex-employee
In this demonstration, you will learn how to rehire an ex-employee. You can rehire a person who
has a person type of ex-employee.
John xxAllen has withdrawn his resignation and you decide to rehire him with 01-JUL-2004 as
the effective start date.
Note: You can use the HRMS Manager or Super HRMS Manager responsibility. For this
demonstration, log in as ouhrms/welcome and use the OU HRMS Manager responsibility.
4. Select Create Employment in the Action field and select Employee as the Person Type.
6. Save your work. The application displays the Employee person type with Latest Start Date
of 01-JUL-2004.
You decide to rehire Alicia xxThomson with 01-JUN-2004 as the effective date.
Note: You can use the HRMS Manager or Super HRMS Manager responsibility. For this
demonstration, log in as ouhrms/welcome and use the OU HRMS Manager responsibility.
4. Select Create Employment as the Action and select Employee in the Person Types field
5. Choose the Update button. The Latest Start Date field displays your effective date and the
person type as Employee.
Note: Now you have rehired this ex-employee, define the new terms and conditions using
the Assignment window.
R12 Oracle Payroll
Fundamentals: Configuration
(Global)
Student Guide
Defining Payrolls for Your
Organization
Chapter 3
Practice: Defining Payment Methods
Overview
In this practice you will learn how to define the following Payment Methods for your
Organization using the same source bank payroll account:
• Cheque
• Direct Deposit
Assumptions
• You can use the OU HRMS Manager or OU Super HRMS Manager responsibility to
perform this task. In this practice, we log in as ouhrms/welcome and use the OU HRMS
Manager responsibility.
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• This practice covers only the required steps for performing this task.
• Replace xx with your initials or the unique group identifier provided by your instructor.
Tasks
Login
Enter the required fields for a Cheque Payment Method to define currency, source bank details
and GL cash account.
Enter the required fields for a Direct Deposit Payment Method to define currency, source bank
details and GL cash account.
Define a Third Party Payment Method
Enter the required fields for a Third Party Payment Method to define currency, source bank
details and GL cash account.
Solution: Defining Payment Methods
Login
• Sort Code
• Bank Name
• Account Number
• Account Name
• Sort Code
• Bank Name
• Account Number
• Account Name
• Bank Branch Location
• BACS Limit
• Sort Code
• Bank Name
• Account Number
• Account Name
• Bank Branch Location
• BACS Limit
You should already have a consolidation set defined by the system. Review the consolidation
set.
Assumptions
• For this practice, log on to Vision as hrms/welcome and use the US Super HRMS
responsibility.
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
Navigate to the relevant window
1. Navigate to the Consolidation Sets window using US Super HRMS Manager responsibility:
5. In a new record, enter XX Semi Monthly Payrolls as the name of the Consolidation Set.
Assumptions
• You can use the OU HRMS Manager or OU Super HRMS Manager responsibility to
perform this task. In this practice, we log in as ouhrms/welcome and use the OU HRMS
Manager responsibility.
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• This practice covers only the required steps for performing this task.
• Replace xx with your initials or the unique group identifier provided by your instructor.
Tasks
Navigate to the relevant window
10. Do not enter any Suspense Account Information, but note that the procedure is identical
to the procedure for completing the costing information.
11. Check the Negative Payment Allowed box if you want your payroll runs to recognize
negative payments as valid. Otherwise, leave this box unchecked.
14. Choose the Valid Payment Methods button and add Direct Deposit_xx. (Cheque_xx
should already exist as the default payment method).
23. Select Cheque xx as the default payment method for your payroll.
26. Do not enter any Suspense Account Information, but note that the procedure is identical
to the procedure for completing the costing information.
27. Check the Negative Payment Allowed box if you want your payroll runs to recognize
negative payments as valid. Otherwise, leave this box unchecked.
30. Choose the Valid Payment Methods button and add Direct Deposit_xx. (Cheque_xx
should already exist as the default payment method).
• Create a payroll
• Run a payroll
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• The practices in this document use the UK Super HRMS Manager responsibility.
Tasks
Creating a payment method
Create a consolidation set named xx_Vision_Corporation, where ‘xx’ uniquely identifies your
consolidation set.
Create a payroll
Run a payroll
Once you have completed all the steps outlined above, run a payroll.
Solution - Overview of Payroll Processing
Creating a payment method
5. Select the Other tab, and enter the Further Payment Method information.
Create a payroll
19. In the GB Statutory Information field, enter a Tax Reference and Permit Number.
Running a Payroll
25. Accept the default consolidation set name for the payroll.
Note: The fields Element Set and Assignment Set are optional.
Note: You will be asked if you want to submit another request – select No.
Payroll Preprocessing
Chapter 3
Payroll PreProcessing
Overview
This practice introduces students to various payroll processes available in Oracle HRMS. In this
lesson, students learn how to:
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• The practices in this document use the UK Super HRMS Manager responsibility.
Tasks
Create an Assignment Set
2. Create an Assignment Set called xx_Assignment where ‘xx’ represents your unique
identifier.
Enter BEE using an Assignment Set (Create a Batch in BEE using an Assignment
Set)
3. Expand the Mass Information eXchange > Batch Element Entry section of the Navigator.
4. Enter an xx_Batch Name in the Batch Name field, where ‘xx’ represents your unique
identifier.
Create an Element Set to use with BEE
6. Create an Element Set called xx_Element where ‘xx’ represents your unique identifier.
Enter BEE using an Element Set (Create a Batch in BEE using an Element Set)
7. Expand the Mass Information eXchange > Batch Element Entry section of the Navigator.
8. In the Batch Assignment Entry window, select the xx_Element, where ‘xx’ represents
your unique identifier.
9. Expand the Mass Information eXchange > Batch Element Entry section of the Navigator.
10. Enter the xx_Batch, where ‘xx’ represents your unique identifier.
11. Expand the Mass Information eXchange > Batch Element Entry section of the Navigator.
12. Enter the xx_Batch, where ‘xx’ represents your unique identifier.
Solution - Payroll PreProcessing
Create an Assignment Set
3. Enter xx_Assignment Set in the Name field, where ‘xx’ represents a unique name id.
7. Select Include in the Include/Exclude field. In the Full Name field, select the employees
you want to add to the assignment.
Enter BEE using an Assignment Set (Create a Batch in BEE using an Assignment
Set)
13. In the Create Batch Lines window, select xx_Assignment Set and Payroll Type monthly.
14. In the element field, select Bonus for the element, and enter the input values as
appropriate.
15. Choose the Process button to submit a concurrent process called Create Batches. Confirm
that you want the system to create the lines. Click the OK button in the Process Request
dialog box to return you to the Batch Header window.
20. Click Classification Rules, and select Direct Payment. Save the set and close the window.
The elements in the classifications you chose are now listed in the elements region.
21. In the Element and Distribution Set window, click on an element and click the Include
Element button. In the Elements field, select the Bonus element, and click OK.
Enter BEE using an Element Set (Create a Batch in BEE using an Element Set)
33. Select Validate, and choose Start. The system displays the concurrent request ID.
Note: When the concurrent request is complete, you can query the batch in the Batch Header
window. The status is displayed in the Batch Status box. If you have several batches to
review, you can query them in the Batch Summary window.
38. Select Transfer, and choose Start. The system displays the concurrent request ID.
Note: When the concurrent request is complete, you can query the batch in the Batch Header
window. The status is displayed in the Batch Status box. If you have several batches to
review, you can query them in the Batch Summary window. If the Batch status is error, the
process has set the status of at least one line, or control total to error.
Payroll Processing
Chapter 4
Payroll Processing
Overview
This practice introduces students to various payroll processes available in Oracle HRMS. In this
lesson, students learn how to:
• Run a QuickPay
• Retry a Payroll
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• The practices in this document use the UK Super HRMS Manager responsibility.
Tasks
Run a Payroll for an Assignment Set
1. Expand the Processes and Reports > Submit Processes and Reports section of the Navigator.
3. Click in the Assignment Set field, and select the assignment set you defined earlier
(xx_Assignment_Set).
4. Expand the Processes and Reports > Submit Processes and Reports section of the Navigator.
6. Click in the Element Set field, and select the element set you defined earlier
(xx_Element_Set).
Run a QuickPay
7. Expand the People > Enter and Maintain section of the Navigator.
10. Expand the People > Enter and Maintain section of the Navigator.
14. Expand the Processes and Reports > Submit Processes and Reports section of the Navigator.
16. In the Parameters window, select the payroll run you want to roll back.
Retry a Payroll
17. Expand the Processes and Reports > Submit Processes and Reports section of the Navigator.
19. In the Parameters window, select the payroll run you want to retry.
Solution - Payroll Processing
Run a Payroll for an Assignment Set
Note: You will be asked if you want to submit another request – select No.
15. Accept the default consolidation set name for the payroll.
Note: You will be asked if you want to submit another request – select No.
Run a QuickPay
(N) People > Enter and Maintain > Find Person > (B) Assignment > (B) Others > QuickPay
Note: You could enter a pay advice date and message if required. These fields are for
information only.
28. Click the Element Selection button if you want to check or verify element entries for the
run. All the elements for the assignment that exist as of Date Earned are listed in the
Elements Entries window. Select or clear the Include in Run box for elements you want to
exclude from the run.
29. Select an element, and choose the Entry Values button to view entry values for each
element.
31. Click the Start Run button to run the QuickPay process.
(N) People > Enter and Maintain > Find Person > (B) Assignment > (B) Others > QuickPay
33. In the Find Person window, query the Employee.
Note: If required, you can override the default payment method for the assignment. You have
a choice of Cash or Cheque for the prepayments run from the QuickPay window. The status
for the completed process displays in the Status field in the QuickPay prepayment box.
37. When a status of Complete displays, click the External Payment button to record a
payment by cash or cheque from outside the payroll system.
Note: If you have already included the QuickPay run in the default consolidation set for the
assignment payroll, it is included in the batch prepayment process for the payroll without
further action on your part.
Retry a Payroll
48. In the Parameters window, select the payroll you want to roll back.
• Run PrePayments
• Run Costing
• Void a Cheque
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• The practices in this document use the UK Super HRMS Manager responsibility.
Tasks
Run Prepayments
1. Expand the Processes and Reports > Submit Processes and Reports
3. Expand the Processes and Reports > Submit Processes and Reports
5. Expand the People > Enter and Maintain section of the Navigator.
Run Costing
8. Expand the Processes and Reports > Submit Processes and Reports
Run Transfer to GL
10. Expand the Processes and Reports > Submit Processes and Reports
Void a Cheque
12. Expand the Processes and Reports > Submit Processes and Reports
7. Enter the start and end dates of the time span for the prepayments processing to cover.
8. Click OK.
9. Click Submit.
13. In the Parameters window, select the name of a payroll or consolidation set. When you
select a payroll, the default consolidation set is displayed.
14. Enter the start and end dates of the time span for the process to cover.
16. Enter the sort sequence for the cheques/checks This defaults to Organization, then to
Person.
17. In the Start Cheque Number field, enter the beginning check number for the run.
(N) People > Enter and Maintain > Find Person > (B) Assignment > (B) Others > Reverse
Run
21. In the Find Person window, query the employee.
24. Click the checkbox to select the run you want to reverse. The window displays all the
payroll runs for the assignment.
25. The consolidation set for the run automatically displays as the consolidation set for the
reversal.
Note: Select a different consolidation set if you want to process the reversal in a different set
to the run set.
Run Costing
30. In the Parameters window, select the name of the payroll or consolidation set to run the
process for. When you select a payroll, its default consolidation set displays.
31. Enter the start and end dates of the time span for the Costing process to cover.
Run Transfer to GL
37. In the Parameters window, select the name of the payroll or consolidation set to run the
process for. When you select a payroll, its default consolidation set displays.
38. Enter the start and end dates of the time span for the Costing process to cover.
39. Click OK.
Voiding a Cheque
41. Locate the menu option for running the Void Cheque Payments process.
43. In the Name field, select Void Cheque Payments in the Name field.
44. In the Parameters window, select xx_Monthly in the Payroll run field.
45. In the Reason field, enter the reason for voiding the cheque.
46. Optionally enter start and end cheque number to void a group of cheques from the payroll
run.
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• The practices in this document use the UK Super HRMS Manager responsibility.
• Students should complete detailed training about the features included in this practice as
part of the Total Compensation Elements training. This practice does not discuss how to
set up retro pay, advance pay and continuous calculation. You should review the Total
Compensation Elements practices that discuss the setup of these features in greater
detail. This module is only concerned with the actual processing involved.
Tasks
Run Retro Pay by Element
1. Expand the Processes and Reports > Submit Processes and Reports.
1. Expand the Processes and Reports > Submit Processes and Reports.
1. Expand the Processes and Reports > Submit Processes and Reports.
1. Locate the menu option for running the Retro Pay by Element process.
6. Enter a start and end date for the retro pay process to cover.
7. Click OK.
8. Click Submit.
9. Locate the menu option for running the Retro Pay by Element process.
13. In the Effective Date field, enter the effective date for the Advance Pay by Element.
14. Optionally enter Assignment Set, Element Set and Run Type.
17. Locate the menu option for running the Advance Pay Listing report.
22. Optionally enter Organization Name, Start Date and End Date.
27. Click in the relevant Request ID field, and choose the Refresh Data button to update the
requests being processed.
28. When the Advance Pay Listing displays as Complete choose the View Output button to
view the report.
R12 Payroll Fundamentals:
Earnings and Deductions
(Global)
Student Guide
Introduction to Payroll
Earnings and Deductions
Chapter 1
Guided Demonstration - Overview of Payroll Earnings and
Deductions
Responsibility: UK Super HRMS Manager
1. Oracle HRMS provides you with all the flexibility you need to model your earnings and
deductions for payroll processing.
2. This demonstration provides a high-level overview of the functionality available when you
define an earnings or deductions element.
4. You use the element window to view predefined earnings and deductions and to create your
own.
5. Find the ‘Regular Earnings’ element and look at the details of the element.
The classification controls the processing order of earnings and deductions in the payroll
run. You can also use the classification to control the balances that they feed.
A recurring element is processed in every payroll period until you end the element entry. A
nonrecurring element is processed only in the period in which you enter it.
In the Termination region you select when element entries should end for terminated
assignments. For example, you can end a recurring element on the termination date by
selecting Actual Termination, or leave it for later processing by selecting Final Close.
You can select a skip rule formula to specify circumstances when an element entry should
not be processed, such as when a balance reaches a certain level.
The output currency is normally the base currency for your business group. For Information
type elements you can select a different currency. You can always select a different input
currency as values are converted to the output currency before they are processed.
If you require Regular Earnings to be prorated when values change mid-period, you select
the group of events that should trigger proration. These could include changes to rates,
working hours, or the assignment itself.
When you enter this element for an employee, you enter a rate, rate code, and number of
hours worked. Elements can have up to 15 input values.
Generally, the element’s formula returns the pay value as a result of the payroll calculation.
You can enter a default value for each input by using the Validation settings. You can limit
the entries for this default to a list of values provided by a lookup. You can also validate the
entries against a minimum and maximum, or by using a formula.
7. Close the Input Values window and click the Balance Feed Control button.
This window shows that Regular Earnings is classified with several secondary earnings
classifications. These determine which balance it feeds.
8. Close the Balance Feed Control window and click the Balance Feeds button.
You can see, for example, that Regular Earnings feeds the Attachable balance because it is
classified as Attachable Earnings. You select the classifications that feed a balance from the
Balance window. Here, you can select other balances that this element feeds individually
rather than as a result of its classification.
11. Find the TimeCard_Pay Formula. This is the formula that calculates the pay value for
Regular Earnings.
This formula reads in Hours from the element entry which it then multiplies by an hourly
rate database item that comes from another element input value. The formula returns the
result Timecard_Pay.
The Standard processing rule means that Oracle Payroll uses the TimeCard_Pay formula for
all employees with an active assignment. You can create other processing rules for
employees with other assignment statuses such as, for example, On Sabbatical. The formula
result type informs the application what to do with the values returned from the formula. In
this example, the Direct result (TimeCard Pay) populates the pay value of the Regular
Earnings element. Results can also populate other element entries, or end them, or change
their processing priority, or return a message.
You must create at least one link for each element. The link specifies who is entitled to
receive the element and how it is costed.
If all employees are eligible to receive an element and the same costing information applies
to all, you can leave the eligibility criteria fields blank. In this example, only employees on
the Timecard Monthly payroll are eligible for Regular Earnings. If the element is costed,
you enter costing and balancing accounts according to your setup of the Cost Allocation key
flexfield.
When you have linked the element, you are ready to enter it for your employees. You can
enter the element for individual employees, or for a batch of employees. There are some
circumstances where you do not have to make an element entry:
− If you checked the Standard box on the Element or Element Link window, the
entry appears automatically for all eligible employees
− If the element is associated with an activity rate, the entry is made automatically
when you enroll an employee in the benefit
− If the element is associated with a salary basis, the entry is made automatically
when you approve a salary proposal
You can enter the number of hours worked, a rate and a rate code, although the last two are
not used by the formula we looked at. Oracle Payroll then uses this information when
processing this element entry and pays the value to the employee. These are just some of the
features available with Oracle Payroll that help you define an earnings or deductions
element.