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Oracle E-Business Suite R12.

1 HCM Essentials
Bootcamp

Oracle Boot Camp

Oracle E-Business Suite R12.1 Partner


Boot Camp Training Courseware
Core HR Work Structure Boot Camp
Core HR Work Structure Labs and
Solutions

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Table of Contents
Contents
Safe Harbor Statement ........................................................................................................................... 2
Introduction ............................................................................................................................................. 4
Pre-requisites .......................................................................................................................................... 5
Lab 1.01.1 Organization Classifications ............................................................................................... 6
Lab 1.01.2 Organization Hierarchy ...................................................................................................... 10
Lab 1.02 Position Hierarchy and Position Control ............................................................................ 15
Lab 1.04 Grade Structure: Grade Ranges and Grade Steps and Points ......................................... 29
Lab 1.05 Competencies, Qualification Types, Schools & Colleges ................................................. 37
Lab 1.05 Manage Documents .............................................................................................................. 42

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Introduction
XX Telecom is a $5 Billion group operating in US. It is one of the fastest growing enterprises in telecom
domain. Currently it operates only from US and has investments in other telecom companies operating in
other countries. As US telecom market is almost saturated, group is planning to increase their presence in
other countries. They plan to set up subsidiaries in other countries preferably fully owned. If local legislation
prevents setting up of fully owned subsidiary, they would prefer to operate with local partner as a major
stakeholder.
As of now their HR, functions are quite disintegrated and manual. They plan to implement a robust and
scaleable solution to integrate HR functions and effectively to support their aggressive expansion plans.
Business wants to maintain the master definition of organization, positions, grades, jobs, salary ranges,
competencies, qualification, schools and colleges, etc in order to reduce the data redundancies. Organization
and position hierarchy should also be defined in the oracle HR, which will be in turn used for defining the
security at various levels and approvals hierarchy.

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Pre-requisites
To understand this module you should have hand-on knowledge of following features of HRMS
1. Definition of KFFs
2. Definition of Value Set
3. Global and Local location setup

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Lab 1.01.1 Organization Classifications


Overview
In this practice, you will learn to define the business group and attaching various classifications to the
organization (Business group).

Assumptions
1. You can use the US HRMS Manager or US Super HRMS Manager responsibility. For this exercise, log in
as <user name/password> and use the US HRMS Manager responsibility.
2. 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.
3. Replace XX with your initials or the unique group identifier provided by your instructor.
4. All Key Flex Field and office locations should be in place before defining the business group

Tasks
As mentioned in introduction, XX Telecom operates only from US. As of now, we need to create one business
group named XX Telecom (US) to cater to US legislation.
Apart from being a business group, XX Telecom (US) is also legal entity (GRE / Legal Entity) of the group.
There are few employees who work directly under the business group hence it will also be classified as HR
Organization.
Task: Define a business group XX Telecom (US) with following Information
Business group Classification will have following business group info along with the defined KFF
a. Short Name

XX_BG

b. Employee Number Generation

Automatic

c.

Automatic

Applicant Number Generation

d. Contingent Number Generation

Automatic

e. Legislation code

United States

f.

USD

Currency

g. Minimum working Age

18

Solution
Responsibility, XX US Super HRMS Manager
1. Sign on the Personal Home Page User - <Enter User Name> and Password <Enter Password>
2. Navigate to Work structure > Organization
3. Set the effective date as 01-Jan-1990

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4. Provide the organization name as XX Telecom (US) and type as Business Unit
5. Attach location as Redwood Shores and select internal/external as internal

6. Click the Save button.


7. Select the organization classification as business group and check the enable option
8. Click on others and then select business group info and then provide the following information
Short Name

XX_BG

Employee Number Generation

Automatic

Applicant Number Generation

Automatic

Contingent Number Generation

Automatic

Grade Flexfield Structure

Grade Flexfield

Group Flexfield Structure

People Group Flexfield

Job Flexfield Structure

Job Flexfield

Costing Flexfield Structure

Cost Allocation Flexfield

Position Flexfield Structure

Position Flexfield

Competency Flexfield Structure

Competence Flexfield

Legislation code

United States

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Currency

USD

Minimum working age

18

9. Save the information


10. Attach the following 2 classification along with the Business Group and check the enable option
a. GRE / Legal Entity
b. HR Organization

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11. Save the information

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Lab 1.01.2 Organization Hierarchy


Overview
In this practice, you will learn to define the hierarchy structure and attaching the various organizations in the
hierarchy.

Assumptions
1. You can use the XX US Super HRMS Manager responsibility. For this exercise, log in as <user
name/password> and use the XX US Super HRMS Manager responsibility.
2. 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.
3. Replace xx with your initials or the unique group identifier provided by your instructor.
4. All the organizations, which are to be attached in the hierarchy, should be defined using organization
window.

Tasks
The highest level of an organizational unit set up in Oracle HRMS to represent the enterprise, as an employer
is the Business Group.
Following is the organization hierarchy, which is being in place in the XX Telecom (US) business group.
Business group here act as umbrella and all the organization falls under the business group. There is one
primary hierarchy, which represents the overall structure of the organization as a whole, and there can be
multiple secondary hierarchies as per the business need in the future. Primary hierarchy is as below.

XX Telecom (US)

XX Corporate

XX Administration

XX Finance

XX Human Resource

XX Payroll

XX Marketing
Task: Define Organization Hierarchy

Solutions
1. Sign on the Personal Home Page User - <Enter User Name> and Password <Enter Password>
2. Navigate to Work Structure > Organization > Hierarchy
3. Enter the desired information into the Name field. Enter "XX Primary Hierarchy".
4. Click the Primary option.
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5.

Click the Save button.

6.

Click in the Number field.

7.

Enter the desired information into the Date: From field. Enter "01-Jan-1990".

8. Click the Save button.

9. Click in the Name field and Go to Query mode by pressing F11 function key under name field
10. Enter the desired information into the Name field. Enter "XX Corporate".
11. Press [Ctrl+F11] to retrieve the value
12. Click in the Name field under subordinates block
13. Enter the desired information into the Name field. Enter "XX Human Resource" and press tab
14. Click the Save menu.
15. Enter the desired information into the Name field. Enter "XX Payroll".
16. Click the Save button.
17. Similarly add XX Administration and XX Finance

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18. Select XX Administration and click on Down arrow to attach the organization under XX Administration
organization
19. Enter XX Marketing under name field in subordinates section
20. Save the record

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View the organization using Diagrammer


21. Navigate to Work Structure > Organization > Diagrammer
22. Press F11 and enter XX Primary Hierarchy and then press ctrl+F11
23. Click on open editor button
24. Click on + sign icon of XX Corporate to see the hierarchy

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Lab 1.02 Position Hierarchy and Position Control


Overview
In this practice, you will learn to define the position hierarchy and Position control.

Assumptions
1. You can use the XX US Super HRMS Manager responsibility. For this exercise, log in as <user
name/password> and use the XX US Super HRMS Manager responsibility.
2. 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.
3. Replace XX with your initials or the unique group identifier provided by your instructor.
4. All the positions, which are to be attached in the hierarchy, should be in place.

Tasks
Each department has executives to take care of day-to-day activities. They report to manager who in turn is
responsible for operations of the department.
The organization follows a matrix based reporting model. Employees are expected to report to managers in
other departments. Company has one CEO position as single incumbent and all president position from
Finance, Human Resource and Marketing reporting to the CEO of the organization.
President Human Resource: This position manages Human capital of the company. All people related
departments managers such as Senior Manager HR reports to him and HR Manager Reports to the senior
Manager HR.
President Finance: This position looks after all finance and treasury related operations of the company. Senior
Finance Manager reports to this position and manager position of payroll, corporate reports to this position.
There are executive position, which reports to the managerial position of the payroll and corporate etc.
President Marketing: This position holder manages all the marketing strategies of the organization and there
is senior manager position, which reports to it.
Position Control
When a new position is requested in any department, it should go through approvals before it assigned to the
employees. This help finance to budget for the position and have proper control over the number of position in
the organization.
There is a specific role in the organization, which is authorized to create the position based on the request
from managers from various departments. The new position created in the organization should go through
approvals and validation checks of the financial impact and necessity of the position in the organization. Only
upon the approvals, the position can be assigned to the employees.
Task:
1. Setup Position Hierarchy
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2. Setup Position Control
3. Request for a new Position
4. New Position Approval

Solutions
1. Sign on the Personal Home Page User - <Enter User Name> and Password <Enter Password>
Position Description
2. Navigate to Work Structure > Position > Description
3. Enter the following details to create the position
a. Effective Date

01-Jan-1990

b. Position Number

11

c.

01.President

Job Name

d. Organization Name

Finance

e. Type

Single Incumbent

f.

XX finance

Organization

g. Job

President

h. Status

Active

i.

FTE

j.

Head Count

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4. Navigate to work structure > Position > Hierarchy
5. Enter the desired information into the Name field. Enter "XX Position Hierarchy".
6. Check the Primary option.
7. Click in the Number field and then enter the desired information into the Date from field. Enter "01-Jan1990".
8. Click the Save button.

9. Query for "14.CEO Corporate"


10. Click in the Name field under subordinates block
11. Enter the desired information into the Name field. Enter 13.President Human Resource".
12. Save the record.
13. Enter the desired information into the Name field. Enter "12.President Marketing" in the second row
14. Save the button
15. Similarly enter the following position
a. "11.President Finance".
b. 12.President Marketing

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16. select the "12.President Marketing" position and then click on the Down Arrow button
17. Enter the desired information into the Name field. Enter "10.Senior Manager Marketing".
18. Click the Save button.
19. Click the Up button.

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20. Similarly enter the subordinates all positions

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Position control
21. Navigate to Transaction Maintenance > Templates
22. Create the role template
a. Name :

XX Position Requester

b. Transaction Type

Position Transaction

c.

XX_POS_REQ

Short Name

d. Legislation

Global

e. Template Type

Role Template

23. Check the freeze template


24. Select Basic Role position as copied template
25. Save the information

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26. Create the task template


a. Name :

XX Visio Corp Position

b. Transaction Type

Position Transaction

c.

XX_VIS_CORP_POS

Short Name

d. Legislation

Global

e. Template Type

task Template

27. Check the freeze template


28. Select create template as copied template
29. Save the information

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Link the roles with the USERS
30. Navigate to Transaction Maintenance > Roles
31. Search for the XX Position Requestor
32. Attach the users under Users Tab
33. Click on Template tab
34. Take Position Templates under transaction type and XX Position Template under Role template column.

Position Requestor

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Configure the business rules


35. Navigate to Transaction Maintenance > Configurable Business Rules
36. Create the rules with the following details
a. Business Rule Name

XX Business Rule

b. Short Name

XX_BUS_RULE

c.

XX Business Rule

Description

d. Category

Assignment Modification

e. Business Group

XX Business Group

f.

XX Primary Hierarchy

Organization Hierarchy

g. Starting organization

XX Corporate

h. Level

Error

i.

FTE Rule

Reference Rule

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Routing List
37. Navigate to Transaction Maintenance > Routing Lists
38. Give the list name as XX Routing Rule
39. Put the following details
a. Seq.

100

b. Role

XX Position Requestor

c.

SBOGART

User

40. Put the second row as below


a. Seq.

200

b. Role

XX Position Approver

c.

RSINGH

User

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Transaction type wizard


41. Set the transaction type wizard

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42. Enable position control check box in organization hierarchy

43. SBOGART create the new position, navigate to Work structure > Position > Position Transaction
44. Select the task as XX Create position

45. Provide the details of the position as discussed in point 3 and then put the routing information
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46. Once the position is created by requester, approver gets the notification to approve the position

47. To approve the position, navigate to Work Structure > Position > Position Transaction and query for the
position that needs to be approved. Go the routing and approve the position.

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Lab 1.04 Grade Structure: Grade Ranges and Grade


Steps and Points
Overview
In this practice, you will learn to create the grade ranges and then assigning a salary change to the defined
grades.

Assumptions
1. You can use the XX US Super HRMS Manager responsibility. For this exercise, log in as <user
name/password> and use the XX US Super HRMS Manager responsibility.
2. 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.
3. Replace XX with your initials or the unique group identifier provided by your instructor.

Tasks
Currently, company has following levels in place to define pay range for employees with US citizenship.
a. Executive
b. Manager
c.

Senior Manager

d. CEO
Each of the above mentioned levels are further classified into sub levels. Each level has minimum and
maximum range of pay defined. CEO level approval is required to offer out of the range pay to Employees.
Executives are classified on the sub level of 1 to 4. 4 is considered as the lowest cadre, whereas 1 as the
highest.
Managers and senior managers are put on the sub level of 1 to 3. Managers are given performance linked
pay in their salary package.
Presidents are classified on the sub level of 1 of senior manager. Presidents are normally eligible for some
elite benefits like car allowance, Education allowance and food allowance. They are also provided companysponsored house.
CEO is always classified as 1.
Employees based upon his/her grade should get the salary within the defined ranges. Basically, salary is
allocated to the employee based upon the negotiation with the HR but HR has to make sure that salary given
to the employee should be with the range of the grade allocated the employee.
Non US Citizen employees salaries are fixed based upon their grade steps. Each grade has three steps and
salary associated with it.
Grade structure remains same as like US employees for example Executives are classified on the sub level of
1 to 4. 4 is considered as the lowest cadre, whereas 1 as the highest. Now each grade will have 3 steps
associated to it.
For example 01.1.Executive grade has three steps as E1.1, E1.2 and E1.3, 1.3 being the lowest and 1.1
being the highest.
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Steps are only applicable for following grades
a. Executive
b. Manager
c.

Senior Manager

Task:
1.
2.
3.
4.

Define Grade Rate


Define Pay Scale
Define Pay Value
Define Grade Steps

Solutions
1. Navigate to (N) Work Structures > Grade > Grade Rate
2. Enter the name as XX_Grade_Range and unit as Money
3. Save the record

4. Click on Grade Name and select the grade as 01.1.Executive


5. Enter the value of Value column as 1000, Min as 700 and Max as 1500.
6. Save the record
7. Enter the remaining details as given in the table

Grade Name
01.1.Executive
01.3.Executive

Currency
US dollar
US dollar

01.4.Executive
US dollar
02.1.Management US dollar

Mid
Value
Minimum Maximum Value
From
1000
700
1500
1100
1-Jan-90
1000
700
1500
1100
1-Jan-90
1000
1200

700
900

1500
1700

1100
1300

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02.2.Management US dollar

1200

900

1700

1300

1-Jan-90

02.3.Management US dollar

1200

900

1700

1300

1-Jan-90

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Pay Scale
8. Work Structures > Grade > Pay Scale
9. Enter the desired information into the Name field. Enter "XX Executive Pay Scale".
10. Enter the Increment frequency Number as 1 and Per Period as Year
11. Save the information

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12. Enter the details of Point and Sequence as
Point

Sequence

E1.1

10

E1.2

15

E1.3

20

E2.1

25

E2.2

30

E2.3

35

Pay Value
13. Navigate to Work Structures > Grade > Point Values
14. Enter the name of Pay scale as Executive Pay Rate and unit as Money and pay scale as XX Executive
Pay Scale
15. Save the information

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16. Enter the following Point and Value details

Point
E1.1
E1.2
E1.3
E2.1
E2.2
E2.3

Currency
US dollar
US dollar
US dollar
US dollar
US dollar
US dollar

Value
From
900
1-Jan-90
1000
1-Jan-90
1100
1-Jan-90
1200
1-Jan-90
1300
1-Jan-90
1400
1-Jan-90

17. Save the information

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Grade Steps
18. Navigate to Work Structures > Grade > Grade Step and Points
19. Change the effective date to 01-Jan-1990
20. Select the Grade as 01.1.Executive, Pay Scale as XX Executive Pay Scale, Ceiling as E1.1 and starting
step as 1
21. Save the information

22. Enter the value of Step, Point and From Date as.
23. Save the information after entering each row.
Step

Point

From

E1.2

01-Jan-1990

E1.3

01-Jan-1990

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Lab 1.05 Competencies, Qualification Types, Schools &


Colleges
Overview
In this practice, you will learn to define competencies, qualification type, schools and colleges. This act as
master data and which in turn attached to the employees.

Assumptions
1. You can use the XX US Super HRMS Manager responsibility. For this exercise, log in as <user
name/password> and use the XX US Super HRMS Manager responsibility.
2. 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
The development of employees throughout their employment with your enterprise is also important. Using
Oracle HRMS you can setup and maintain competence profiles, qualifications, school attendance and work
choices, efficiently managing your employee development.
Competencies: competencies are used to measure the skills of the employees. Company manages two
levels skill on the scale of 1 to 5. First level talks about category and the second level talks about the exact
skill within the category. For example, Category called Microsoft Office Suite can contain skills like Word,
Excel, Power point, etc.
Qualifications: Qualification including details of individual subjects, grades, licenses, status of ongoing
training and tuition fees. Before attaching the qualification at the employee level, the data of the qualifications
accepted in the organization are maintained as separate list as a master data.
School and Colleges: All authorized school and colleges are maintained as a master list, which is in turn
used by HR to assign to an employee. By maintaining master data, one reduces the redundancy in the data
largely.
Task:
1.
2.
3.
4.

Define Competence
Add Competence to an employee competence profile
Define Qualification types
Define Schools and Colleges

Solutions
1. Sign on the Personal Home Page User - <Enter User Name> and Password <Enter Password>
Competency
2. Navigate to Career Management > Competencies
3. Click on New Button to create a new competency
4. Select the Scope as Local
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5. Click on Name field and enter the value of Area as Functional and Area as Talent Management and
click on OK
6. Enter the Date as 01-Jan-1990
7. Select the Rating as Global Experience
8. Select the Primary Evaluation Method as Assessment
9. Save the information

Attaching competency to the Employees


10. Navigate to People > Enter and Maintain > Others > Competence Profile
11. Click on competency column and enter the Functional.Talent Management
12. Enter the Proficiency level as 2 - 3 to 5 years and date as 01-Jan-2011

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Qualification Types
13. Navigate to Career Management > Qualification Types
14. Enter the Name as Masters Degree, Category as Degree and Rank as 5
15. Save the information

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Defining Schools and Colleges


16. Navigate to Career Management > Schools & Colleges
17. Make sure Establishment Name should not exist in the list
18. Enter the Establishment Name as Adelphi University, Location as New York
19. Save the information

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Lab 1.05 Manage Documents


Overview
In this practice, you will learn to define category of the document, which will be used by HR or employee to
load, and categories the respective documents in the system.

Assumptions
1. You can use the XX US Super HRMS Manager responsibility. For this exercise, log in as <user
name/password> and use the XX US Super HRMS Manager responsibility.
2. 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.
3. Replace xx with your initials or the unique group identifier provided by your instructor.

Tasks
Company maintains the various documents of the employee to keep track of their previous employer details,
work permit/ visa details etc. All employee/ HR have the access of these documents so whenever required by
any statutory body or management HR or employee can take out the document from oracle and pass it to the
respective authority without any delay.
HR wants to restrict the document category based upon the responsibility. For example, XX US Super HRMS
responsibility, which is being used by HR super user, should have the access of the reliving letter of an
employee.
Various categories of document which organization is maintaining at employee level are

Offer Letter

Reliving Letter

Business Visa

Dependent Visa

Work Visa

Resume

Task:
1.
2.
3.
4.

Define Document Type


Register Document Type
Define Document Category
Add a document of record

Solutions
4. Sign on the Personal Home Page User - <Enter User Name> and Password <Enter Password>
Document Type
5. Navigate to Application Developer > Flex field > Descriptive > Segments
6. Search for Extra Document Information DFF
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7. Uncheck the Freeze Flex field Definition option and click on OK
8.

Enter the desired information into the Code field as "RELIEVING_LETTER", Name as "Relieving Letter"
and description as Relieving Letter from Previous Companies

9. Click the Segments button. Enter the following information for segments
Number

Name

Window Prompt

Column

10

Company Name

Company Name

DEI_INFORMATION1

20

Years
Experience

Years of Experience

DEI_INFORMATION2

of

Value Set

NUMBER_25_2

10. Save the information

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11. Check the Freeze Flex field Definition


12. Save the information

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Register the document Types
13. Navigate to XX US Super HRMS Manager > View > Request
14. Click on submit new request and select the single request
15. Enter Register Document Types (EITs) as a concurrent request and then enter the following input
parameter to the program

Document Type:

Country Code

Description

Category Code

Authorization Required

RELIVING_LETTER
"United States".
"Reliving Letter from Previous Employers".
"HR Information"
Yes

16. Click on Submit.


Document Types Security
17. Navigate to ) Security > Information Type Security
18. Search for the XX US Super HRMS Manager Responsibility under responsibility Name
19. Select the RELIVING LETTER under column
20. Save the information

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Document Subcategories
21. Navigate to Other Definitions > User Types and Statuses Tables
22. Search for the DOCUMENT_CATEGORY
23. Search for HR Information ,enter Description as Reliving Letter and code as REL_LET
24. Save the information

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Manage Document
25. Navigate to People > enter and Maintain > Others >document of record
26. Click on create document of record

27. Enter the following mandatory information

Country Name

United States

Document type

RELIVING_LETTER

Valid From

01-Jan-2011

28. Click on Add Attachment button


29. Give the title as Reliving Letter
30. Browse the file to be attach and once the file is attach click on apply

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