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Oracle E-Business Suite R12 Human Capital Management (HCM)


Essentials Partner Boot Camp Training Courseware
HR Other Components

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Safe Harbor Statement


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Oracle Training Materials Usage


Agreement
Use of this Site (Site) or Materials constitutes agreement with the following terms and
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Key Content Contributors


Contributing Companies

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R12: Oracle HRMS

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Module: Core HR: Others:

Pre-requisites
To understand this module you should have hand-on knowledge of
following Core HR features
Work Structure Components
Core HR Workforce Management
Creating & Granting Users Access to a Business Group

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Module Objectives
HR Security Profile
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Configure Key Flex Fields


User Defined Tables
HR Lookup
Configure SIT and EIT
HRMS Profile Options
Forms Configuration & Task Flows
Menus and Functions
Project Accounting
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Date Tracking
Overview
Date tracked records display data depending on the date from which
you are viewing the data.
Date on which you are working on the data can be set in the Alter
Effective Date window and can be referred by the term Today.
Date tracked form prompts a number of choices when you update or
delete a record.
Prompts displayed during the Updation of a record are
CORRECTION and UPDATE
INSERT and REPLACE appears along with CORRECTION AND
UPDATE in case of future changed record
Prompts displayed during the Deletion of a record are
END DATE, PURGE, ALL, NEXT CHANGE

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Date Tracking
Date Tracking
(N) People > Enter and Maintain > (Alter Effective Date)

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Date Tracking
CORRECTION - Values are overwritten on the record being updated and the effective dates remain the same as the old record.
(N) People > Enter and Maintain > Assignment
Record Before and after Correction (value corrected is Assignment Category):

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Date Tracking
UPDATE - Updated values are written as a new record effective from
the datetrack date until 31-Dec-4712. The previous record is end dated
one day prior to the datetrack date.
(N) People > Enter and Maintain > Assignment
Record Before Update:

After Update (Effective Dates Only)

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Date Tracking
When a record being updated has future changes, then system will
prompt the following options :
INSERT
The changes that are being made will be in effect until the effective
end date of the current record.
REPLACE
The changes that are being made will be effective until the
effective end date of the last record in the future i.e. all the future
changes will be deleted.

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Date Tracking
Date Track - Delete
Deleting a date tracked record, will prompt the user different options
as below :
END DATE Sets the effective end date of the record as Todays date
PURGE Deletes all records
ALL Deletes all future changes to the current record and sets the
effective end date of the current record to 31-DEC-4712
NEXT CHANGE Deletes the next change to the current record and
sets the effective end date of the current record same as the effective
end date of the deleted row.

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Module Objectives
Date Tracking
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Configure Key Flex Fields


User Defined Tables
HR Lookup
Configure SIT and EIT
HRMS Profile Options
Forms Configuration & Task Flows
Menus and Functions
Project Accounting
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HR Security Profile
Overview
Security Profile will
Restrict access to the person type records.
Allow access to be restricted using various criterias like Organization
Hierarchies, Positions, Position Hierarchies, Payrolls, Supervisors,
Supervisor Hierarchies, Assignments etc.
Allow different restrictions to be combined to create a set of rules.

Creating a business group will automatically create a View-All Security


Profile
Global Security Profile helps users to work on data across multiple
business groups
Security Profile is linked to a responsibility and determines the access of
the records to the holder of this responsibility.
Security List Maintenance Process maintains the list of organizations,
positions, employees etc that a security profile holder can access. This
process should be scheduled to run every night.
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HR Security Profile
Define HR Security Profile Organization Security
Access can be restricted to a single organization, list of organizations
or an organization hierarchy
(N) Security > Profile

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HR Security Profile
Define HR Security Profile Position Security
Security restrictions can be based on position hierarchy.
(N) Security > Profile

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HR Security Profile
Payroll Security
Access to employee and applicant records can be restricted by Payroll.
Users who have this security can see only records of the employees
who are on the Payrolls listed in the Payroll Security.
(N) Security > Profile

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HR Security Profile
Supervisor Security
Supervisor Security permits access to a supervisor hierarchy. It can be
either person based or assignment based.
Person Based Security : Supervisor can see all the assignments of
direct/indirect reports.
Assignment Based Security : Supervisor Hierarchy will be based on the
logging in supervisors assignment.

Number of hierarchy levels can be limited. This will help to improve


performance since the hierarchy is generated at the start of the session.

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HR Security Profile
Supervisor Security
(N) Security > Profile

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HR Security Profile
Run Security List Maintenance Process
(N) Processes and Reports > Submit Processes and Reports > Single
Request

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HR Security Profile
Attach Security Profile
Security Profile must be linked to a responsibility to determine the
access to the user. This can be done using the profile HR : Security
Profile or Assign Security Profiles window.
HR: Security Profile is used when Security Groups Enabled security is
not used.
Assign security profile is used when Security Groups Enabled security
is used.
In the Security Groups Enabled Security Model, a Security Group is
automatically created for every business group when you run the
Enable Multiple Security Group Process.

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HR Security Profile
Assign Security Profile
(N) System Administrator > Profile > System

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HR Security Profile
Assignment Security Profile
Enables you to search for security profile assignments that have
already been setup.
Click on New to setup a new security profile assignment
(N) Security > Assign Security Profiles

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HR Security Profile
Assign Security Profile
Assign Security profile links the user, responsibility and business
group.
User can then log on using the Responsibility and Security Group
pairing.
(N) Security > Assign Security Profiles > (New)

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Module Objectives
Date Tracking
HR Security Profile
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User Defined Tables


HR Lookup
Configure SIT and EIT
HRMS Profile Options
Forms Configuration & Task Flows
Menus and Functions
Project Accounting
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Configure Key Flex Fields


Overview
Flexfield is a structure available in HRMS, which enables you to
customize a particular fields available in Oracle HRMS window. For
example, structure of job field available on Assignment window would
vary from Organization to Organization. Oracle HRMS enables you to
customize job field using flexfield concept. There is no programming
required to achieve this.
Flexfield contains multiple segments and each segment can be
validated independently.
Key flexfield allows you to store additional information for an existing
key (field) in window. For example, Job and position Key flexfield in
Assignment window

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Configure Key Flex Fields


Some of the Key Flexfield in HRMS are mentioned below:
Job
Position
Grade
Competence
People Group
Cost Allocation
The structure of flexfields includes:
Flexfield name
Segments
Segment Value
Value sets
Qualifier

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Configure Key Flex Fields


Key Flex field
(N) Application > Flex field > Key > Segments

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Configure Key Flex Fields


Flexfield Qualifiers
Some flexfields use qualifiers to control the level at which users can
enter values for each segment such as Payroll, Link, Organization,
Assignment, Entry and Balancing.
Cost Allocation and Competence flexfields take use of qualifiers to
control a level at which values to be entered.
Snapshot of cost allocation key flexfield is given in the next slide for
better understanding.

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Configure Key Flex Fields


Cost Allocation Key Flexfield
(N) Application > Flexfield > Key > Segments

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Module Objectives
Date Tracking
HR Security Profile
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Configure Key Flex Fields

HR Lookup
Configure SIT and EIT
HRMS Profile Options
Forms Configuration & Task Flows
Menus and Functions
Project Accounting
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User Defined Tables


Overview
User Defined Tables allows you to setup your own tables to hold
data like Shift Rates, Medical Premium Rates etc.
Data held in UDT can be accessed from formulaes or forms or
reports.
Few legislations provide predefined UDTs to hold values for Payroll
calculations.
Tables can be set up using the Table Structure window.
Values can be set up using the Table Values window.
Data held in the UDTs are date tracked and hence, you can delete
existing entries or rows and add new ones as of effective date.

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User Defined Tables


Define Table Structure
Table definition will include the rows and columns like a matrix.
(N) Other Definitions > Table Structure

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User Defined Tables


Table Columns
(N) Other Definitions > Table Structure > Columns

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User Defined Tables


Table Rows
(N) Other Definitions > Table Structure > Rows

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User Defined Tables


Define Table Values
(N) Other Definitions > Table Values

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Module Objectives
Date Tracking
HR Security Profile
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Configure Key Flex Fields


User Defined Tables

Configure SIT and EIT


HRMS Profile Options
Forms Configuration & Task Flows
Menus and Functions
Project Accounting
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HR Lookups
Overview
Lookup is a list of values for specific information.
Specific information for which list of values exists is called Lookup
Type e.g. Marital Status
Each Value in the lookup type has a code, meaning , legislative tag,
effective dates.
Tag is used to identify lookup codes that are specific to the
legislation.
Access Level of the lookup types determines the ability to add new
codes or disable the supplied codes.
User New codes can be added and supplied codes can be disabled.
Extensible New codes can be added, but supplied codes cannot be
disabled.
System New codes cannot be added or Supplied Codes cannot be
disabled.

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HR Lookups
Defile HR Lookups
(N) Other Definitions > Lookup Tables

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Module Objectives
Date Tracking
HR Security Profile
<Insert Picture Here>

Configure Key Flex Fields


User Defined Tables
HR Lookup

HRMS Profile Options


Forms Configuration & Task Flows
Menus and Functions
Project Accounting
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Configure SIT and EIT


Overview
Apart from Key and Descriptive flexfields, Oracle HRMS allows you to
create information types to store additional information. These
information types are generally available for a particular window,
which carry their own title.
For example, you can design an information type for people window
to store Company car details, which would store following segments:
Model
Make
Year of manufacturing
Mileage run

There are two types of information types, Special Information Type


(SIT) and Extra Information type (EIT)

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Configure SIT and EIT


Special Information Type (SIT)
SIT is a Key flexfield, which enables you to set up user defined fields
for recording additional information.
Personal Analysis key flexfield need to be used to configure SIT. SIT
can also be enabled at Job and position Screen.
SITs are dated, it means each SIT combination will have start and
end date.
Once SIT is configured, it needs to be enabled for a particular entity
such as Job and Position.

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Configure SIT and EIT


Special Information Type (SIT) Contd..
(N) Application > Flexfield > Key > Segments

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Configure SIT and EIT


Enabling SIT
(N) Other Definition > Special Information Types

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Configure SIT and EIT


Extra Information Type (EIT)
EIT is a type of descriptive flexfield, which enables you to set up user
defined fields to record additional information.
Oracle HRMS allows to configure EITs for entities such as Job,
Position, Person, Assignment, Location, Organization and Contacts.
EITs generally do not have start and end date.
To set up EITs, following activities need to be performed:
Create EIT
Register EIT
Set up Security

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Configure SIT and EIT


Extra Information Type (EIT) contd..
(N) Application > Flexfield > Descriptive > Segments

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Configure SIT and EIT


Registering EITs
(N) Processes and Reports > Submit Processes and Reports

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Configure SIT and EIT


Enabling EITs Security
(N) Security > Information Types Security

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Module Objectives
Date Tracking
HR Security Profile
<Insert Picture Here>

Configure Key Flex Fields


User Defined Tables
HR Lookup
Configure SIT and EIT

Forms Configuration & Task Flows


Menus and Functions
Project Accounting
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HRMS Profile Options


Overview
Profiles are set of options that affect the way the application behaves.
Profile Options can be set at Site, Application, Responsibility and
User Levels.
Site Settings apply to all users at the installation.
Application Settings apply to any responsibility associated with
the application.
Responsibility Settings apply to users logged on using the
responsibility.
User Settings apply to the specific users.
Some Profile Options are as listed below :
HR : Business Group
Determines the business group assigned to the responsibility.

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HRMS Profile Options


HR : Query Only Mode
Set Yes, to provide view access to all HR and Payroll forms
Date Track : Enabled
Controls whether the date track feature is available for the
application.
HR: Self Service HR Licensed
Controls whether the customer has Self Service HRMS License.
HR: Use Title in Person's Full Name
Enables to remove Title from Persons Full Name.
HR : Self Service Save For Later
Controls whether the Save For Later button is displayed in all
pages in Self Service.

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HRMS Profile Options


Set Profile Option
(N) System Administrator > Profile > System

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Module Objectives
Date Tracking
HR Security Profile
<Insert Picture Here>

Configure Key Flex Fields


User Defined Tables
HR Lookup
Configure SIT and EIT
HRMS Profile Options

Menus and Functions


Project Accounting
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Forms Configuration & Task Flows


Task Flow
Task Flows can link windows in a task so that each window is
brought up without returning to the menu.
Information entered in the windows in a task flow will depend on the
context of the first window.
Creation of the Tasks Flow will include
Definition of the task flow nodes
Definition of task flows
Linking of Task Flows to Menu.
Task Flow should be identified with a unique name.

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Forms Configuration & Task Flows


Task Flow Nodes
Each form in a task flow is a node. Predefined nodes exist for every
form that can be included in the task flow. Node should be created for a
configured version of the form.
Nodes are created in the Define Task Flow Nodes window
All Nodes in the task flow should be first defined by adding them as
records in the Node Name field. First form should be marked as the Top
Node.
Navigation Options :
For each node, the other nodes to which you navigate to is defined in the
navigation options.
Button check box is ticked for every node that appears as a Button.
Buttons appear from left to right of the base of the window in the order of the
sequence no .
Every form has a default label and this can be overwritten in the navigation
options.
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Forms Configuration & Task Flows


Define Task Flow Nodes
(N) Security > Task Flow Nodes

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Forms Configuration & Task Flows


Define Task Flows
Task Flows can be defined in Define Task Flow window.
Existing task flows can be copied to a new task flow.
(N) Security > Task Flow Definitions

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Forms Configuration & Task Flows


Link Task Flows to Menu
Define a new function for the first form in the Task Flow with
parameters field as WORKFLOW_NAME = task flow name and then
link this function to the menu from where the task flow needs to be
accessed.
(N) Application > Function

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Forms Configuration & Task Flows


People Management Configurator
People Management Configurator is a tool to design windows to
capture essential information, thereby saving data entry time and
reducing errors.
Oracle HRMS has predefined templates which can used as a guide for
new template creations.
During the design of the new window you can
Choose the component windows - Summary, Find , Maintenance to be
displayed
Choose the Tabs, Fields and Buttons to be displayed.
Choose to default values in the fields.
Setup data restrictions like for e.g. Employee only
Enable display of datetrack history in date tracked fields.
Add Additional fields to the People Management Window

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Forms Configuration & Task Flows


Define People Management Configurator
(N) Security > Forms Configurator

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Module Objectives
Date Tracking
HR Security Profile
<Insert Picture Here>

Configure Key Flex Fields


User Defined Tables
HR Lookup
Configure SIT and EIT
HRMS Profile Options
Forms Configuration & Task Flows

Project Accounting
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Menus and Functions


Overview
Function is a unique name defined to call a configured window or task
flow.
Functions are attached to Menus.
Functions can be excluded from the responsibility.
Menu structure is used to restrict the windows/self service pages that
users can access.
Menu structure is assigned to a responsibility.

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Menus and Functions


Define Function
(N) System Administrator > Application > Function
User Name is a unique name that describes the function

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Menus and Functions


Define Function
(N) System Administrator > Application > Function
Click on Properties tab
Type describes the functions use e.g. Form, Sub function, JSP etc

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Menus and Functions


Define Function
(N) System Administrator > Application > Function
Click on Form tab
Name and Application of the form to be chosen for a form function.
Certain options that may be included in the parameters e.g.

QUERY_ONLY -> If the form is in Query Only mode


TEMPLATE_NAME -> To Call a People Management form

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Menus and Functions


Define Menus
(N) System Administrator > Application > Menu

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Module Objectives
Date Tracking
HR Security Profile
<Insert Picture Here>

Configure Key Flex Fields


User Defined Tables
HR Lookup
Configure SIT and EIT
HRMS Profile Options
Forms Configuration & Task Flows
Menus and Functions

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Projects Accounting
Overview
Oracle HR and Oracle Projects integrate fully to keep track of
employees and their relevant information.
Integration of Oracle Projects with Oracle HR includes :

Business Group
Jobs
Locations
Organizations, Organization Hierarchy
Employee
Employee Assignments

Employee details are captured through Oracle HR responsibility if


Oracle HR is installed. Else, they are captured in the Oracle Projects.
Employee details can be maintained in Oracle projects when the
Oracle HR is fully installed.

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Projects Accounting
Projects Manage Employees
Responsibility : Projects Implementation Super user
(N) Setup > Resources and Organizations > HR Foundation > People
> Enter and Maintain Employee

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Projects Accounting
Projects Manage Employees
Enter Search Criteria and Click on Find Button.

Set focus on the Employee record and then click on the Details
button.
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Projects Accounting
Projects Manage Employees
Employee details are displayed for the chosen record.

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Q&
A

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Thank You

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