Oracle HRMS Workstructure Admin Guide2

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Activity Guide
D60565GC10
Edition 1.0
October 2010
D69205
Oracle University and Egabi Solutions use only
R12.x Oracle HRMS Work

Structures Fundamentals Activity Guide UK
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Author
Gowri Arur
Technical Contributors and Reviewers
Leanne Wilborn
This book was published using:
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Copyright 2007, 2010 Oracle. All rights reserved.

Disclaimer
R12.x Oracle HRMS Work Structures Fundamentals Activity Guide - UK..............................................1-1

R12.x Oracle HRMS Work Structures Fundamentals Activity Guide - UK ................................................1-3
Objectives ......................................................................................................................................................1-4
Overview of Enterprise Work Structures.......................................................................................................1-5
Understanding Work Structure Components 1 ..............................................................................................1-6
Setting Up Enterprise Work Structures .........................................................................................................1-9
Practice - Hiring Yourself into Vision Industries ......................................................................................1-10
Solution - Hiring Yourself into Vision Industries......................................................................................1-11
Defining Key Flexfields ................................................................................................................................1-13
Practice - Defining Value Sets...................................................................................................................1-14
Solution - Defining Value Sets ..................................................................................................................1-15
Practice - Defining Segment Values for Value Sets ..................................................................................1-19
Solution - Defining Segment Values for Value Sets..................................................................................1-20
Practice - Defining Position Flexfield .......................................................................................................1-27
Solution - Defining Position Key Flexfield ...............................................................................................1-28
Practice - Defining Job Key Flexfield .......................................................................................................1-30
Solution - Defining Job Key Flexfield.......................................................................................................1-31
Practice - Defining Grade Key Flexfield ...................................................................................................1-33
Solution - Defining Grade Key Flexfield...................................................................................................1-34
Practice - Defining Cost Allocation Key Flexfield....................................................................................1-36
Solution - Defining Cost Allocation Key Flexfield ...................................................................................1-37
Practice - Defining People Group Key Flexfield .......................................................................................1-39
Solution - Defining People Group Key Flexfield ......................................................................................1-40
Practice - Defining Personal Analysis Flexfield ........................................................................................1-42
Solution - Defining Personal Analysis Key Flexfield................................................................................1-43
Practice - Defining Competence Flexfield.................................................................................................1-46
Solution - Defining Competence Key Flexfield ........................................................................................1-47
Creating a Business Group and User Access.................................................................................................1-49
Practice - Creating a Business Group ........................................................................................................1-50
Solution - Creating a Business Group........................................................................................................1-51
Practice - Granting Users Access to a Business Group..............................................................................1-54
Solution - Granting Users Access to a Business Group.............................................................................1-56
Practice - Testing Application User...........................................................................................................1-59
Solution - Testing Application User ..........................................................................................................1-60
Practice - Enabling Special Information Types .........................................................................................1-61
Solution - Enabling Special Information Types.........................................................................................1-62
Creating Locations.........................................................................................................................................1-63
Practice - Defining Locations ....................................................................................................................1-64
Solution - Defining Locations....................................................................................................................1-65
Creating Organizations ..................................................................................................................................1-66
Practice - Updating the Business Group Information ................................................................................1-67
Solution - Updating the Business Group Information ...............................................................................1-68
Practice - Defining Additional Organizations............................................................................................1-70
Solution - Defining Additional Organizations...........................................................................................1-72
Practice - Defining an Organization Hierarchy..........................................................................................1-74
Solution - Defining an Organization Hierarchy.........................................................................................1-75
Representing Financial Reporting Structures ................................................................................................1-77
Guided Demonstration - Overview of Representing Financial Reporting Structures................................1-78
Representing Grades, Jobs and Positions ......................................................................................................1-85
Practice - Defining Grades.........................................................................................................................1-86
Copyright Oracle 2010. All rights reserved.
R12.x Oracle HRMS Work Structures Fundamentals - Activity Guide UK Table of Contents
i
Table of Contents
ii
Solution - Defining Grades........................................................................................................................1-87

Practice - Defining Grade Rates ................................................................................................................1-88
Solution - Defining Grade Rates...............................................................................................................1-89
Practice - Defining Jobs.............................................................................................................................1-91
Solution - Defining Jobs ............................................................................................................................1-92
Practice - Defining Work Choices for Jobs ...............................................................................................1-93
Solution - Defining Work Choices for Jobs...............................................................................................1-94
Practice - Defining Positions .....................................................................................................................1-95
Solution - Defining Positions.....................................................................................................................1-96
Position Hierarchies.......................................................................................................................................1-98
Practice - Defining a Position Hierarchy ...................................................................................................1-99
Solution - Defining a Position Hierarchy...................................................................................................1-100
Practice - Entering a New Employee in Your Business Group .................................................................1-103
Solution - Entering a New Employee in Your Business Group.................................................................1-104
Mass Move Updates ......................................................................................................................................1-106
Instructor Task - Entering Employees for Mass Move of Positions ..........................................................1-107
Guided Demonstration - Creating a Mass Move of Positions....................................................................1-109
Understanding Checklists ..............................................................................................................................1-111
Guided Demonstration - Setting Up Checklists.........................................................................................1-112
Setting Up Enterprise Work Structures Conclusion ......................................................................................1-116
Additional Practices and Guided Demonstrations .........................................................................................1-117
Practice - Reviewing Lookup Values ........................................................................................................1-118
Solution - Reviewing Lookup Values........................................................................................................1-119
Practice - Reviewing a Descriptive Flexfield Example .............................................................................1-120
Solution - Reviewing a Descriptive Flexfield Example.............................................................................1-121
Practice - Reviewing EIT Setup.................................................................................................................1-124
Solution - Reviewing EIT Setup................................................................................................................1-125
Guided Demonstration - Defining Assignment Statuses ...........................................................................1-126
Practice - Defining Person Types ..............................................................................................................1-128
Solution - Defining Person Types..............................................................................................................1-129
Guided Demonstration - Defining Organizations, Jobs and Positions through Configuration Workbench
...................................................................................................................................................................1-130
Profile
Before You Begin This Course
Before you begin this course, you should have the following qualifications:
Thorough knowledge of Oracle Applications
Working experience with procurement
Prerequisites
Oracle Applications Foundations
How This Course Is Organized

R12.x Oracle HRMS Work Structures Fundamentals Ed 1 is an instructor-led course featuring
lecture and hands-on exercises. Online demonstrations and written practice sessions reinforce the
concepts and skills introduced.
iii
Preface
Oracle Publications
Title
Oracle HRMS Implementation Guide
Part Number
E13513-03
Oracle Workforce Sourcing, Deployment, and Talent Management E13515-03

Guide
Oracle HRMS Enterprise and Workforce Management Guide
E13511-03
Additional Publications
System release bulletins
Installation and users guides
Read-me files
International Oracle Users Group (IOUG) articles
Oracle Magazine
iv
Related Publications
Typographic Conventions in Text

Convention
Bold italic
Caps and
lowercase
Courier new,
case sensitive
(default is
lowercase)
Initial cap
Element
Glossary term (if
there is a glossary)
Buttons,
check boxes,
triggers,
windows
Code output,
directory names,
filenames,
passwords,
pathnames,
URLs,
user input,
usernames
Arrow
Brackets
Commas
Graphics labels
(unless the term is a
proper noun)
Emphasized words
and phrases,
titles of books and
courses,
variables
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with long names
that have only
initial caps;
lesson and chapter
titles in crossreferences
SQL column
names, commands,
functions, schemas,
table names
Menu paths
Key names
Key sequences
Plus signs
Key combinations
Italic
Quotation
marks
Uppercase
Example
The algorithm inserts the new key.
Click the Executable button.
Select the Cant Delete Card check box.
Assign a When-Validate-Item trigger to the ORD block.
Open the Master Schedule window.
Code output: debug.set (I, 300);
Directory: bin (DOS), $FMHOME (UNIX)
Filename: Locate the init.ora file.
Password: User tiger as your password.
Pathname: Open c:\my_docs\projects
URL: Go to http://www.oracle.com
User input: Enter 300
Username: Log on as scott
Customer address (but Oracle Payables)
Do not save changes to the database.
For further information, see Oracle7 Server SQL Language
Reference Manual.
Enter user_id@us.oracle.com, where user_id is the
name of the user.
Select Include a reusable module component and click Finish.
This subject is covered in Unit II, Lesson 3, Working with
Objects.
Use the SELECT command to view information stored in the

LAST_NAME
column of the EMP table.
Select File > Save.
Press [Enter].
Press and release keys one at a time:
[Alternate], [F], [D]
Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del]
v
Typographic Conventions
Convention
Caps and
lowercase
Lowercase
Element
Oracle Forms
triggers
Column names,
table names
Example
When-Validate-Item
Passwords
DROP USER scott

IDENTIFIED BY tiger;
OG_ACTIVATE_LAYER
(OG_GET_LAYER (prod_pie_layer))
SELECT last_name
FROM s_emp;
PL/SQL objects
Lowercase
italic
Uppercase
Syntax variables
CREATE ROLE role
SQL commands and SELECT userid

FROM emp;
functions
Typographic Conventions in Oracle Application Navigation Paths

This course uses simplified navigation paths, such as the following example, to direct you
through Oracle Applications.
(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve
This simplified path translates to the following:
1.
(N) From the Navigator window, select Invoice then Entry then Invoice Batches
Summary.
2.
(M) From the menu, select Query then Find.
3.
(B) Click the Approve button.
Notations:
(N) = Navigator
(M) = Menu
(T) = Tab
(B) = Button
(I) = Icon
(H) = Hyperlink
(ST) = Sub Tab
vi
Typographic Conventions in Code
This course uses a navigation path convention to represent actions you perform to find
pertinent information in the Oracle Applications Help System.
The following help navigation path, for example
(Help) General Ledger > Journals > Enter Journals
represents the following sequence of actions:
1.
In the navigation frame of the help system window, expand the General Ledger entry.
2.
Under the General Ledger entry, expand Journals.
3.
Under Journals, select Enter Journals.
4.
Review the Enter Journals topic that appears in the document frame of the help system
window.
vii
Typographical Conventions in Oracle Application Help System Paths
viii
Chapter 1
Copyright Oracle, 2010. All rights reserved.
R12.x Oracle HRMS Work Structures Fundamentals Activity Guide - UK

Chapter 1 - Page 1
R12.x Oracle HRMS Work

Structures Fundamentals
Activity Guide - UK

Chapter 1 - Page 2
R12.x Oracle HRMS Work Structures Fundamentals Activity

Guide - UK

Chapter 1 - Page 3
Objectives

Chapter 1 - Page 4
There are no Practices and Demonstrations in this Chapter.

Chapter 1 - Page 5
Overview of Enterprise Work Structures

Chapter 1 - Page 6
Understanding Work Structure Components 1

Chapter 1 - Page 7

Chapter 1 - Page 8
Setting Up Enterprise Work Structures

Chapter 1 - Page 9
Overview
In this practice, you will create an employee in the Vision Industries business group and use this
employee throughout the class.
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.
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 you are
performing the practice.
Tasks
Signing on to the Personal Home Page
Use the following information to sign on to the Personal Home Page:
Username: UKHRMS
Password: WELCOME
Responsibility: UK HRMS Manager
Entering a New Employee Using the People Window

Navigate to the People window and create an employee as on 01-JAN-2005. Enter the following
information for the employee:
Address
Contact
Assignment

Chapter 1 - Page 10
Practice - Hiring Yourself into Vision Industries
Entering a New Employee Using the People Window

Responsibility = UK HRMS Manager
1.
Log in as the UKHRMS/welcome user.
2.
Navigate to the People window.
(N) People > Enter and Maintain
The Find Person window appears.

3.
Click the New button to enter a new record.
4.
Click the Alter Effective Date icon.
5.
Enter 01-JAN-2005 in the Effective Date field and click OK.
6.
In the People window, enter the following information:

Field
Value
Last
xxWentworth
First
Jo
Gender
Female
Action
Create Employment in the Action field and select Employee

in the Person Type for Action field.
NI Number
XX234561A
Birth Date
21-FEB-1960
Note: An example of NI number is AA234561A. Students can replace XX in the class with their
initials.
7.
Save your work.
8.
Click the Address button and select the Address field.

Field Name
Value
Address Line 1
14 Wimbledon Road
Town
London
Post Code
SW15 7HL
County
Greater London

Chapter 1 - Page 11
Solution - Hiring Yourself into Vision Industries
Home
Primary
Checked
Save your work, and close the Address window.
10. Click the Assignment button.

11. In the Assignment window, ensure that the following details are available:
Organization = Vision Industries
Status = Active Assignment
Assignment Number
9.
Type
12. Save your work.

13. Exit Oracle Applications.

Chapter 1 - Page 12
Defining Key Flexfields

Chapter 1 - Page 13
Overview
Define the Value Sets that will be used for the various key flexfields. Value sets define the
attributes or for the values.
Assumptions
Replace XX in the practice with a unique identifier such as your initials or a number.
Tasks
Define value sets for:
Job Key Flexfield
Position Key Flexfield
Grade Key Flexfield
People Group Key Flexfield
Personal Analysis Key Flexfield
Competence Key Flexfield

Chapter 1 - Page 14
Practice - Defining Value Sets
1.
Log in to Oracle Applications using hrms/welcome.
2.
Navigate to the Value Set window using the System Administrator responsibility:
(N) Application > Validation > Set
Defining Value Sets for the Job Key Flexfield

3.
Define a new value set for Job Name segment using the following details:
- Value Set Name:
XXJob Name (where XX is your unique PC number)
- Description:
XXJob Name
- List Type:
List of Values (Default)
- Security Type:
No Security (Default)
- Format Type:
Char
- Maximum Size:
20
- Validation Type:
Independent (Default)
4.
Save your work (Ctrl + S).
5.
Place the cursor in the Value Set Name field and click the New Record Icon (+).
6.
Define a new value set for the Job Code Segment using the following details:
- Value Set Name:
- Description:
- List Type:
- Security Type:
- Format Type:
- Maximum Size
- Validation Type:
XXJob Code (where XX is your unique PC number)

XXJob Code
Char
20
Dependent
7.
Choose the Edit Information button to set up the dependency information in the Dependent
Value Set Information window.
8.
In the Independent Value Set Region select:

- Name:
XXJob Name
- Description:
XXJob Name
9.
In the Dependent Default Value Region enter:

- Value:
Disable
- Description:
No Value Required
10. Close the Dependent Value Set Information window. (Ctrl + F4).
11. Save your work (Ctrl + S).

Chapter 1 - Page 15
Solution - Defining Value Sets
Defining a Value Set for the Position Key Flexfield

13. Define a new value set for the Region segment using the following details:
- Value Set Name:
- Description:
- List Type:
- Security Type:
- Format Type:
- Maximum Size
- Validation Type:
XXRegion (where XX is your unique PC number)

XXRegion
Char
20
Independent
14. Save your work (Ctrl + S) and Click the New Record Icon (+).
Defining Value Sets for the Grade Key Flexfield
15. Define a new value set for the Grade Name segment using the following details:
- Value Set Name:
- Description:
- List Type:
- Security Type:
- Format Type:
- Maximum Size:
- Validation Type:
XXGrade Name (where XX is your unique PC number)

XXGrade Name
Char
30
Independent
17. Define a new value set for the Grade Level segment using the following details:
- Value Set Name:
XXGrade Level (where XX is your unique PC number)
- Description:
XXGrade Level
- List Type:
- Security Type:
- Format Type:
Char
- Maximum Size:
2
- Numbers Only
Check this box
- Min Value:
01
- Max Value:
12
- Validation Type:
None
Defining Value Sets for the People Group Key Flexfield
19. Define a new value set for the Pension Group segment using the following details:
- Value Set Name:
XXPension Group (where XX is your unique PC number)

Chapter 1 - Page 16
12. Place the cursor in the Value Set Name field and click the New Record Icon (+).
XXPension Group
Char
30
Independent

21. Click the New Record Icon (+).
Defining Value Sets for the Personal Analysis Key Flexfield
22. Define a new value set for the Car Make segment using the following details:
- Value Set Name:
XXCar Make (where XX is your unique PC number)
- Description:
XXCar Make
- List Type:
- Security Type:
- Format Type:
Char
- Maximum Size:
15
- Validation Type:
Independent
24. Define a new value set for the Car Model segment using these values:
- Value Set Name:
XXCar Model (where XX is your unique PC number)
- Description:
XXCar Model
- List Type:
- Security Type:
- Format Type:
Char
- Maximum Size:
15
- Validation Type:
Dependent
25. Choose the Edit Information button to set up the dependency information in the Dependent
26. In the Independent Value Set Region select:
- Name:
XXCar Make
- Description:
XXCar Make
27. In the Dependent Default Value Region enter:
- Name:
Any
- Description:
Any car model is acceptable
28. Close the Dependent Value Set Information window. (Ctrl + F4)

Chapter 1 - Page 17
- Description:
- List Type:
- Security Type:
- Format Type:
- Maximum Size:
- Validation Type:
30. Define a new value set for the Skill segment using the following details:
- Value Set Name:
XXSkill (where XX is your unique PC number)
- Description:
XXSkill
- List Type:
- Security Type:
- Format Type:
Char
- Maximum Size:
25
- Validation Type:
Independent
31. Save your work (Ctrl + S)
32. Define a new value set for the Level segment using the following details:
- Value Set Name:
XXLevel (where XX is your unique PC number)
- Description:
XXLevel
- List Type:
- Security Type:
- Format Type:
Char
- Maximum Size:
15
- Validation Type:
Dependent
34. Choose the Edit Information button to set up the dependency information in the Dependent
35. In the Independent Value Set Region select:
- Name:
XXSkill
- Description:
XXSkill
36. In the Dependent Default Value Region enter:
- Name:
None
- Description:
There is no level associated with this skill
37. Close the Dependent Value Set Information window.
38. Save your work (Ctrl + S) and Close the Value Sets window.

Chapter 1 - Page 18
Defining Value Sets for the Competence Key Flexfield
Overview
To provide list of values for the segment of the key flexfields, you need to define segment values
for Value Sets with validation type of Independent or Dependent.
Note: The Value Sets:
Can be enabled or not
Can be dated
Are reusable elsewhere in the system
Assumptions
Tasks
In the practice, define segment values for value sets of:
Job Key Flexfield
Position Key Flexfield
Grade Key Flexfield
Personal Analysis Key Flexfield
Competence Key Flexfield

Chapter 1 - Page 19
Practice - Defining Segment Values for Value Sets
Responsibility = System Administrator

Defining Segment Values for the Job Key Flexfield Value Set
1.
Log on to Oracle Applications using hrms/welcome.
2.
Navigate to the Segment Values window using the System Administrator responsibility:
(N) Application > Validation > Values
3.
From the Find Value Set window, in the Find Values By field, choose Value Set
4.
In the Name field, choose XXJob Name
5.
Select the Find button.
6.
In the Values, Effective (Tab) region, enter the following information:

Values
Description
XXPresident
President
XXVice President
Vice President
XXDirector
Director
XXManager
Manager
XX Consultant
Consultant
XXAssociate
Associate
7.
Save your work.
8.
Move your cursor back to the Name field (upper region) and click the Find icon.
Note: The Find Value Set window is displayed.
9.
In the Name field, choose XXJob Code, choose the Find button.
10. The Independent Value of XXPresident is visible. In the Values region (Values, Effective
tab), uncheck the Enabled flag for the default value, Disable.
11. Save your work.
Defining Segment Value for the Dependent Segment, XXVice President
12. Move your cursor to the Independent Value field and select the down arrow to move to the
next Independent Value of XXVice President.

Chapter 1 - Page 20
Solution - Defining Segment Values for Value Sets
14. Save your work.

Note: Cursor should be in the Values region (Value, Effective tab).
15. In a new line, enter the following information for Job Name XXVice President:
Values
Description
xxExecutive
Executive
xxSales
Sales
16. Save your work.

17. Follow steps 11 15 for each Independent Value: XXDirector, XXManager, XXConsultant,
XXAssociate; Refer to the following table:
Values for Description for Job Values for Job Code
Job Name
Name
XXDirector
Description for
Job Code
Director
xxExecutive
xxSales
xxManufacturing
xxAdmin
Executive
Sales
Manufacturing
Admin
XXManager Manager
xxSales
xxManufacturing
xxAdmin
Sales
Manufacturing
Admin
XXConsultant Consultant
xxSales
xxProject
Sales
Project
XXAssociate Associate
xxSales
xxAdmin
xxManufacturing
Sales
Admin
Manufacturing
18. When finished, move cursor back to the Value Set name field, and click the Find icon.
Defining Segment Values for the Position Key Flexfield Value Set
19. From the Find Value Set window, in the Find Values By field, choose Value Set
20. In the Name field, choose XXRegion.
21. Select the Find button.
22. In the Values, Effective (Tab) region, enter the following information:

Chapter 1 - Page 21
13. In the Values region (Value, Effective tab), uncheck the Enabled flag for the default value,
Disable.
Description
xxLondon
London
xxReading
Reading
xxManchester
Manchester
xxDublin
Dublin

Defining Segment Values for the Grade Key Flexfield Value Set
25. From the Find Value Set window, in the Find Values By field, choose Value Set.
26. In the Name field, choose XXGrade Name.
Values
Description
XXEXEC
Executive
XXMGR
Managerial
XXSA
Sales
XXCL
Clerical

30. When finished, move cursor back to the Value Set name field, and click the Find icon
Defining Segment Values for the People Group Key Flexfield
32. In the Name field, choose XXPension Group.

Chapter 1 - Page 22
Values
Description
xxStake holder
pension
Stake Holder Pension
xxAVC Pension
Scheme
AVC Pension Scheme
xxTeachers Pension Teachers Pension

Scheme
Scheme

36. When finished, move cursor back to the Value Set name field, and click the Find icon

Chapter 1 - Page 23
Values
38. In the Name field, select xx Car Make and click Find.
Values
Description
XXAudi
Audi
XXMercedes
Mercedes
Defining Segment Values for the Dependent Segment, XXAudi and XXMercedes
41. In the Name field, choose XXCar Model.
42. Choose the Find button.
43. The Independent Value of XXAudi is visible. In the Values region, uncheck the Enabled
flag for the default value.
44. Save your work.
Note: Cursor should be in the Values region (Value, Effective tab).
45. In a new line, enter the following information:
Values
Description
A4
A4
A6
A6
46. Save your work.

47. Place your cursor in the Independent Value field and use the down arrow to find
XXMercedes.
48. Place your cursor in the Values, Effective region.
49. In a new line, enter the following information:
Values
C200
Description
C200

Chapter 1 - Page 24
Defining Segment Values for the Personal Analysis Key Flexfield Value Set
Description
E220
50. Save your work.

Defining Segment Values for the Competence Key Flexfield Value Set
53. In the Name field, choose XXSkill.
Values
XXAnalysis
Description
Analysis
XXTechnical
Technical
XXFunctional
Functional

59. In the Name field, choose XXLevel.
61. The Independent Value of XXAnalysis is visible. In the Values region, uncheck the Enabled
flag for the default value, None.
62. Save your work.
63. Add ALL the values and descriptions as given in the following table:
Values
Description
Entry
Proficient
Expert

Chapter 1 - Page 25
Values
E220
64. Save your work (Ctrl + S). A note appears about requests submitted to compile value set
hierarchies. Click OK.

Chapter 1 - Page 26
Overview
In this practice, you will learn how to define the structure and segments for the Position key
flexfield for your business group. Before you can enter specific position names in HR, you need
to define the structure of the position name. The Positions Key flexfield helps to define employee
roles within Oracle Human Resources. This Position Key Flexfield is owned by Human
Resources
NOTE: You should verify that the Enabled and Displayed check boxes are checked as you enter
each segment. This will ensure that it is available in the key flexfield structure when it is used in
the application.
Assumptions
Tasks
Create a position key flexfield structure with Position Name and Position Region segments.

Chapter 1 - Page 27
Practice - Defining Position Flexfield

1.
2.
Navigate to the Key Flexfield Segment window using the System Administrator
responsibility:
(N) Application > Flexfield > Key > Segments
3.
Press F11 to enter the query.
4.
In the Flexfield Title field, enter Position% to search for Position Flexfield.
5.
Press CTRL+F11 to execute query.

Note: This retrieves all previously defined structures.
6.
Click in an existing structure and choose the New icon from the menu bar.
7.
In the Code Field, enter XXPOSITION_FF, then tab. (XX is your unique group id).
Note: The flexfield name automatically appears in the Title field.
8.
Check the Allow Dynamic Inserts check box.
9.
Save your work (Ctrl + S)
10. Choose the Segments button to add segments in the Segments Summary window.
11. Enter or select the following information for Segment 1:
Number: 1 (this segment will appear first)
Name: Position Name
Window Prompt: Position Name (defaults from Name field- you can change)
Column: SEGMENT1 (column in table to store value)
Value Set: 30 Characters (provides the LOV for this segment)
Note: This is seeded Oracle object.
12. Verify that the Enabled and Displayed check boxes are checked to ensure this segment is
available in the key flexfield structure.
13. Choose the Open button to open the Segments Detail window.
14. Uncheck the Required check box to make this field Optional when entering data.
15. Save your work (Ctrl + S), and close the Segments window to return to the Segments
Summary window.

Chapter 1 - Page 28
Solution - Defining Position Key Flexfield
18. Select the Open button to open the Segments Detail window.
20. Save your work (Ctrl + S) and close the Segments Detail and Segments Summary windows.
21. Select the Freeze Flexfield Definition check box. Click OK to acknowledge the Caution
message.
22. Select the Compile button to compile your Position key flexfield structure. Click OK to both
Compile messages.
23. Close the Key Flexfield Segments window.

Chapter 1 - Page 29
16. In a new record, enter or select the following information for Segment 2:
Number: 2 (this segment will appear second)
Name: Position Region
Window Prompt: Position Region (defaults from Name field)
Value Set: XXRegion (provides the LOV for this segment)
Overview
Key flexfields enable you to define the unique structure for your business entities such as jobs
and grades. Before you can enter specific job names in HR, you need to define the structure of
the job name. In this practice, you define the structure for the Job key flexfield. The Job key
flexfield enables you to record the basic job details in your enterprise.
Assumptions
Tasks
Navigate to the Key Flexfield Segments window and define the XXJOB_FF code. Add the Job
Name and Job Code segments.Defining Job Key Flexfield Structure.

Chapter 1 - Page 30
Practice - Defining Job Key Flexfield

1.
Log in as hrms/welcome and use the System Administrator responsibility.
2.
Navigate to the Key Flexfield Segments window using the System Administrator
responsibility:
3.
Press F11 to enter the query
4.
In the Flexfield Title field, enter %Job% to search for the Job Flexfield.
5.
Press CTRL+F11 to execute the query. This retrieves all previously defined structures.
6.
7.
In the Code Field, enter XXJOB_FF, then tab. (XX is your unique group id). The flexfield
name automatically appears in the Title field.
8.
9.
Name: Job Name
Window Prompt: Job Name (defaults from the Name field-you can change)
Value Set: XXJob Name (provides the LOV for this segment)
Summary window.
Name: Job Code


Chapter 1 - Page 31
Solution - Defining Job Key Flexfield
Window Prompt: Job Code (defaults from the Name field-you can change)
Value Set: XXJob Code (provides the LOV for this segment)
message.
22. Select the Compile button to compile your Job key flexfield structure. Click OK to both
Compile messages.

Chapter 1 - Page 32
Overview
Key flexfields enable you to define the unique structure for your business entities such as grades
and jobs. Before you can enter specific grade names in HR, you need to define the structure of
the grade name. In this practice, you define the structure segments for the Grade key flexfield as
an example. The grade key flexfield enables you to record the grade details in your enterprise.
Assumptions
Tasks
Define the XXGRADE_FF grade structure with two segments Grade Name and Grade Level.

Chapter 1 - Page 33
Practice - Defining Grade Key Flexfield

1.
responsibility:
2.
Press F11 to enter query.
3.
In the Flexfield Title field, enter Grade% to search for the Grade Flexfield.
4.
Press CTRL+F11 to execute query. This retrieves all previously defined structures.
5.
6.
In the Code Field, enter XXGRADE_FF, then tab. (XX is your unique group id). The
flexfield name automatically appears in the Title field.
7.
8.
9.
Choose the Segments button to add segments in the Segments Summary window.

Name: Grade Name
Window Prompt: Grade Name (defaults from Name field- you can change)
Value Set: XXGrade Name (provides the LOV for this segment)
Summary window.
Name: Grade Level
Window Prompt: Grade Level (defaults from Name field)

Chapter 1 - Page 34
Solution - Defining Grade Key Flexfield
message.
21. Select the Compile button to compile your Grade key flexfield structure. Click OK to both
Compile messages.

Chapter 1 - Page 35

Value Set: XXGrade Level
Overview
Overview
The objective of this practice is to demonstrate how to define the Cost Allocation Key Flexfield
structure/segments. This Cost Allocation Key Flexfield is owned by Payroll
Assumptions
Tasks
Defining the Cost Allocation Key Flexfield
Create a new Cost Allocation key flexfield structure with segments and flexfield qualifiers.

Chapter 1 - Page 36
Practice - Defining Cost Allocation Key Flexfield

1.
2.
responsibility:
3.
4.
In the Flexfield Title field, enter Cost% to search for the Cost Allocation Flexfield.
5.
6.
7.
In the Code Field, enter XXCOST_ALLOC_FF, then tab. (XX is your unique group id). The
flexfield name automatically appears in the Title field.
8.
9.
11. Add segments as given in the following table:
#
Name
Window
Prompt
Column
Value Set
1 Company Company SEGMENT1 Operations

Company
Displayed
Yes
Enabled
Yes
2 Cost
Center
Cost
Center
SEGMENT2 Operations Yes

Department
Yes
3 Account
Account
SEGMENT3 Operations
Account
Yes
Yes
4 SubAccount
SubAccount
SEGMENT4 Operations
SubAccount
Yes
5 Product
Product
SEGMENT5 Operations
Product
Yes
Required
(B) Open
No
No
No
No
Yes
Yes
Note: To access the Required field you must click the Open button.

Chapter 1 - Page 37
No
Solution - Defining Cost Allocation Key Flexfield
Note: For each segment, add the flexfield qualifiers. Cost Allocation Qualifiers tell the
system which Segments will be displayed on which forms.
12. With the cursor on the Company segment, click the Flexfield Qualifers button. The Flexfield
Qualifiers window opens.
13. Select the Enabled check box for the following qualifiers for the Company segment:
Balancing
Element
Payroll
14. Add the flexfield qualifiers for the remaining segments as given in the following table:
#
Name
2 Cost
Center
Assignment Balancing Element Element Organization Payroll

Entry
X
3 Account
4 SubAccount
5 Product
X
X
X
message.
17. Select the Compile button to compile your Cost Allocation key flexfield structure. Click OK
to both Compile messages.

Chapter 1 - Page 38
Adding Flexfield Qualifiers
Key flexfields enable you to define the unique structure for your business entities such as jobs,
grades, and people group. The People Group flexfield lets you add your own key information to
the Employee Assignment. In this practice, you will learn how to define a structure and segments
for the People Group key flexfield for your business group. This People Group Key Flexfield is
owned by Payroll.
the application.
Assumptions
Tasks
Create a People Group flexfield structure with the following segments: Pension Group and Team
Name.

Chapter 1 - Page 39
Practice - Defining People Group Key Flexfield

1.
2.
responsibility:
3.
4.
In the Flexfield Title field, enter People% to search for the People Group Flexfield.
5.
6.
7.
In the Code Field, enter XXPEOPLE_GROUP_FF, then tab. (XX is your unique group id).
The flexfield name automatically appears in the Title field.
8.
9.
Number
1 (this segment will appear first)
Name
Pension Group
Window Prompt
Pension Group (defaults from Name field- you can change)
Column
SEGMENT1 (column in table to store value)
Value Set
XXPension Group (provides the LOV for this segment)
Summary window.
Name: Team Name

Chapter 1 - Page 40
Solution - Defining People Group Key Flexfield
message.
22. Select the Compile button to compile your People Group key flexfield structure. Click OK
to both Compile messages.

Chapter 1 - Page 41
Window Prompt: Team Name (defaults from Name field- you can change)
Value Set: Demo_HR_Teams (provides the LOV for this segment)
Key flexfields enable you to define the unique structure for your business entities such as jobs,
grades, and personal analysis. The Personal Analysis Key Flexfield lets you add any number of
Special Information Types for people. In this practice, you will learn how to define a structure
and segments for the Personal Analysis key flexfield for your business group. This Personal
Analysis Key Flexfield is owned by Human Resources
the application.
Assumptions
Tasks
Create a Personal Analysis Key flexfield structure with the following segments:
Car Make
Car Model
Registration
Lease Start Date

Chapter 1 - Page 42
Practice - Defining Personal Analysis Flexfield

1.
Log into Oracle Applications using hrms/welcome.
2.
responsibility:
3.
4.
In the Flexfield Title field, enter Personal% to search for the Personal Analysis Flexfield.
5.
Press CTRL+F11 to execute query.

Note: This retrieves all previously defined structures
6.
7.
In the Code Field, enter XXCOMPANY_CAR_FF, then tab. (XX is your unique group id).
8.
9.
Name: Car Make
Window Prompt: Car Make (defaults from Name field- you can change)
Value Set: XXCar Make (provides the LOV for this segment)
Summary window.

Chapter 1 - Page 43
Solution - Defining Personal Analysis Key Flexfield

Name: Car Model
Window Prompt: Car Model (defaults from Name field)
Value Set: XXCar Model (provides the LOV for this segment)
Summary window.
Number: 3 (this segment will appear third)
Name: Registration
Window Prompt: Registration (defaults from Name field)
Value Set: 15 Characters (Oracle seeded value)
Summary window.
Number: 4 (this segment will appear fourth)
Name: Lease Start Date
Window Prompt: Lease Start Date (defaults from Name field)
Value Set: FND_DATE4_STANDARD (Oracle seeded value)

Chapter 1 - Page 44
32. Select the Compile button to compile your Personal Analysis key flexfield structure. Click
OK to both Compile messages.
message.

Chapter 1 - Page 45
Overview
In this practice, you will learn how to define a structure and segments for the Competence key
flexfield for your enterprise. You use the Competence key flexfield when creating competencies
specific to the enterprise.
Assumptions
Tasks
Define a Competence Key flexfield structure with the Skill and Level segments.

Chapter 1 - Page 46
Practice - Defining Competence Flexfield

1.
2.
responsibility:
3.
4.
In the Flexfield Title field, enter Competence% to search for the Competence Flexfield.
5.
6.
7.
In the Code Field, enter XXCOMPETENCE_FF, then tab. (XX is your unique group id).
8.
9.
Name: Skill
Window Prompt: Skill (defaults from Name field- you can change)
Value Set: XXSkill (provides the LOV for this segment)
15. Save your work.
16. Click the Flexfield Qualifiers button.
17. Check the Enabled check box for Default Attribute.

Chapter 1 - Page 47
Solution - Defining Competence Key Flexfield
Name: Level
Window Prompt: Level (defaults from Name field- you can change)
Value Set: XXLevel (provides the LOV for this segment)
23. Save your work.
24. Click the Flexfield Qualifiers button.
25. Check the Enabled check box for Others.
message.
28. Select the Compile button to compile your Competence key flexfield structure. Click OK to
both Compile messages.

Chapter 1 - Page 48
Summary window.
Creating a Business Group and User Access

Chapter 1 - Page 49
Overview
This practice demonstrates how to create a business group to represent your legislation. You will
assign the flexfield structures defined in the previous practices to your business group.
Assumptions
Tasks
Create a UK Business Group
Use the following business scenario to create a business group:
xxVision Inc UK started business on January 1, 2005 in London. The warehouse in London
supplies high quality womens and mens shoes to all the other Vision locations. xxVision Shoes,
located in Reading, is the parent company for xxVision Manchester in Manchester, xxVision in
Birmingham, and xxVision East in Dublin.

Chapter 1 - Page 50
Practice - Creating a Business Group
Creating a UK Business Group

1.
Log in to Oracle Applications using UKHRMS/welcome.
2.
Navigate to the Organization window using the UK HRMS Manager responsibility:
(N) Work Structures > Organization > Description
3.
Click the New button from the Find Organization window.
4.
Date Track to 01-JAN-2005 (even though Organization is not date tracked)
Defining Organization Information

5.
Enter or select the following information:

Name: XXVision Inc UK
Type: Corporate Headquarters
From: 01-JAN-2005
Location: (leave blank for now we will update later)
Internal/External: Internal
6.
Defining Business Group Information

7.
In the Organization Classifications Region enter or select the following information:

Name: Business Group
Enabled: Checked
8.
9.
Click the Others button.
10. Double-click the *Business Group Info. selection.

11. Click the field to open the window, enter the business group information.
12. In the Short Name field, enter XXVisIncUK.
13. In the Employee Number Generation field, choose Automatic.
14. In the Applicant Generation Number field, choose Automatic.
15. In the Contingent Worker Number Generation field, choose Automatic.
16. In the Grade Flexfield Structure field, choose XXGRADE_FF.

Chapter 1 - Page 51
Solution - Creating a Business Group
18. In the Job Flexfield Structure field, choose XXJOB_FF.

19. In the Costing Flexfield Structure field, choose XXCOST_ALLOC_FF.
20. In the Position Flexfield Structure field, choose XXPOSITION_FF.
21. In the Competence Flexfield Structure field, choose XXCOMPETENCE_FF.
22. In the Legislation Code field, choose United Kingdom to determine the startup date you can
access and the contents of some legislation-specific windows.
23. In the Currency field, choose GBP.
24. In the Fiscal Year Start field, choose 01-JAN-2005
25. Click OK to close the Business Group Info. window
27. Click OK to close the Additional Organization Information window.
Defining Budget Value Defaults
28. With cursor on the Business Group organization classifications name field, click the Others
button
29. Double-click the Budget Value Defaults selection
30. Click the field to open the window, enter the following information:
31. In the Units field, choose Head Count
32. In the Value field, enter 1.00
33. Click OK to close the Budget Value Defaults window
34. Place cursor on a new row
36. In the Units field, choose Full Time Equivalent
37. In the Value field, enter 1.00
38. Click OK to close the Budget Value Defaults window

Chapter 1 - Page 52
17. In the Group Flexfield Structure field, choose XXPEOPLE_GROUP_FF.
Defining Work Day Information

41. With cursor on the Business Group organization classifications name field, click the Others
button
42. Double-click the Work Day Information selection
44. In the Normal Start Time field, enter 09:00
45. In the Normal End Time field, enter 17:30
46. In the Working Hours field, enter 37.500
47. In the Frequency field, choose Week
48. Click OK to close the Work Day Information window
51. Close the Organization window.

Chapter 1 - Page 53
Overview
In this practice, you will learn how to grant users access to your UK business group. The security
model in Oracle HRMS means that you must grant a user access to a business group before you
can define any details within that business group.
Assumptions
Tasks
Grant Users Access to a Business Group
To grant users access to your business group, you must complete the following tasks:
1.
Create a new responsibility in the Responsibilities window using the following details:
Responsibility Name
Application
Human Resources
Available from
Oracle Applications (to indicate that this responsibility is

available from the PUI)
Data Group details
Standard as Name and Human Resources as Application
Menu
Request Group details
2.
xx Super HRMS Manager (where xx represents your initials)
UK SHRMS Navigator
UK SHRMS Reports & Processes as Name and Human
Resources as Application
Set the following user profile options for the new responsibility in the System Profile Values
window:
HR:Business Group
HR:Security Profile
HR:User Type

Chapter 1 - Page 54
Practice - Granting Users Access to a Business Group
Assign the new responsibility to an application user in the User window. Use the username
with which you logged in to the application.
3.

Chapter 1 - Page 55
Defining a Responsibility
1.
2.
Navigate to the Responsibilities window using System Administrator responsibility:
3.
4.
(N) Security > Responsibility > Define

Responsibility Name:
Application:
Responsibility Key:
Description:
Effective Date From:
Effective Date To:
Available From:
Data Group Name:
Date Group Application:
Menu:
Request Group Name:
Request Group Application:
XX HRMS Manager
Human Resources
XX1
XX HR and Payroll Super User
Accept default of todays date
(leave blank)
Oracle Applications (checked)
Standard
Human Resources
UK SHRMS NAVIGATOR
UK HRMS Reports & Processes
Human Resources
Save your work (Ctrl + S) and close the Responsibilities window.
Defining an Application User

5.
Navigate to the Users window using System Administrator responsibility:
(N) Security > User > Define
6.

User Name: XXUSER ((where XX is your unique PC number)
Password: student (then press tab)
Password: student (to validate above entry then press tab)
Description: enter your full name
Person: xxWentworth, Jo
Accept all other field defaults
7.
Navigate to the Direct Responsibilities tab (Shift + Page Dn).
8.
In the Responsibility field add (select) the following and accept all defaults:
XX HRMS Manager

Chapter 1 - Page 56
Solution - Granting Users Access to a Business Group
9.
Save your work (Ctrl + S) and close the Users window.
Setting User Profile Options

10. Navigate to the System Profile Values window.
(N) Profile > System
Note: A user profile is a set of changeable options that enable you to determine how your
application looks and behaves. For more information on user profile options, see Overview
of Setting User Profiles in the online help.
11. Deselect the Site check box, and select the Responsibility check box and enter the name of
your XX HRMS Manager responsibility.
12. Enter HR:Security Profile as the profile name and click Find.
13. Enter the security profile with the same name as your new business group: XXVision Inc
UK.
Note: Oracle HRMS automatically creates a view all security profile whenever you define a
new business group. After you set up all the work structures in your business group, you
can define restricted security profiles using organization and position hierarchies, and/or
payrolls.
14. Save your work.
15. Enter HR:Business Group as the profile name and click Find.
16. Select XXVision Inc UK as the business group associated with this responsibility (this
should have defaulted from when you set the HR:Security Profile option).
17. Save your work.
18. Return to the Find window and query the HR:User Type profile.
19. Enter HR with Payroll User as the value for user type.
Note: This means that you can see and enter fields in all HRMS windows.
20. Save your work.
21. Use the following instructions to exit from Oracle Applications:
Close the Navigator (F4) Click OK to Exit Oracle Applications.
22. Close the Java Console window (if exists).


Chapter 1 - Page 57
System Administrator (NOT System Administration)

UK HRMS Manager
23. Click the Logout link in the upper right corner of the page.

Chapter 1 - Page 58
This practice demonstrates your ability to test the results of creating application user.
Assumptions
Tasks
Log in as the new user that you created in the earlier practice and verify the assigned
responsibilities.

Chapter 1 - Page 59
Practice - Testing Application User
Signing on as XXUSER
1.
Display the Oracle Applications login page.
2.
In the Username field, enter XXUSER.
3.
In the Password field, enter student.
4.
Click the Login button. This will display the Change Password window.
5.
In the Current Password field, enter student.
6.
In the New Password field, enter welcome.
7.
In the Re-enter New Password field, enter welcome.
8.
Click the APPLY button. This will open the Oracle eBusiness Suite page.
9.
Choose XX HRMS Manager as the responsibility and any form function to open the
Professional interface.
Note: From this lab forward, unless told otherwise you will sign on as XXUSER using your
XX HRMS Manager responsibility.

Chapter 1 - Page 60
Solution - Testing Application User
This practice demonstrates your ability to enable a special information type structure on the
Personal Analysis key flexfield. Your company wants to keep track of employees who are given
a company car.
Assumptions
Tasks
Enable the XXCOMPANY_CAR_FF special information type.

Chapter 1 - Page 61
Practice - Enabling Special Information Types
Responsibility = XX HRMS Manager

1.
Log in to Oracle HRMS as XXUSER/welcome and use the XX HRMS Manager

responsibility.
2.
Navigate to the Special Information Types window:
(N) Other Definitions > Special Information Types
3.
With cursor on the Name field, click New Record.
4.
In the Name field, choose XXCOMPANY_CAR_FF.
5.
Click the following check boxes:

a.
Job
b.
Position
c.
Other
d.
Enabled
6.
Save your work.
7.
Close the Special Information Types window.

Chapter 1 - Page 62
Solution - Enabling Special Information Types
Creating Locations

Chapter 1 - Page 63
Overview
In this practice, you will learn how to define locations of your organizations. Locations define
worksites for operational and tax reporting purposes. Locations are shared across business
groups in HRMS and with other Oracle applications such as Inventory and Purchasing. HRMS
does not use some of the fields in the Location window. For example, the Legal Address check
box is read-only and supports future functionality in Oracle Financials.
Assumptions
Tasks
Define UK Locations
Create the following locations, prefixing each location with your unique group number.
Your company has locations with the following addresses:
Location
Name
XX
Vision
London
XX Vision
Warehous
e
XX Vision
Reading
XX
Vision
Manches
ter
XX Vision
Birmingha
m
XX Vision
Dublin
Address
44 Apples
Way
23 Regent
Street
Thames
Valley
Park
100
Millionair
es Towers
95
Lauriston
Place
Vision
House
Herbert
Street
14
Wimbledo
n Road
Town
London
London
Reading
Manchest
er
Birmingha
m
Dublin
London
Post
Code
NW 6YH
EC1 7TH
RG6 1RA
M3 3LL
DY2 8PR
SW15 7HL

Chapter 1 - Page 64
XX
Benefits
Provider
UK
Practice - Defining Locations

1.

responsibility.
2.
Navigate to the Location window.
(N) Work Structures > Location
3.
Enter XX Vision London as the location name.
4.
Enter London Branch Office as the description for the location.
5.
Select United Kingdom as the address style for local address.
6.
Enter the address details of AB Shoes London as:

Address: 44 Apples Way
Town: London
Post Code: NW 6YH
7.
Save your work.
8.
Repeat the steps to create the following locations:
Location
Name
Address
Town
Post Code
9.
XX Vision
Warehouse
xx Vision
Reading
XX Vision
Manchester
XX Vision
Birmingham
XX Benefits
Provider
UK
XX Vision
Dublin
23 Regent
Street
Thames
Valley Park
100
Millionaires
Towers
95 Lauriston
Place
14
Wimbledon
Road
Vision House
Herbert
Street
London
Reading
Manchester
Birmingham
London
Dublin
EC1 7TH
RG6 1RA
M3 3LL
DY2 8PR
SW15 7HL
Save your work.

Chapter 1 - Page 65
Solution - Defining Locations
Creating Organizations

Chapter 1 - Page 66
Overview
This practice demonstrates your ability to classify Business Group organizations. You classify an
organization to determine its purpose and use.
Assumptions
necessary in order to create unique records within the database when you are performing
the practice.
Tasks
Updating Business Group Information
XXVision Inc UK has already been classified as a business group, so you can retrieve the record
and add the other organization classifications. For some organization classifications there are
options to capture additional organization information refer to the list of values displayed when
you click the Others button from organization classification.

Chapter 1 - Page 67
Practice - Updating the Business Group Information

1.

responsibility.
2.
Navigate to the Organization window:
3.
From the Find Organization window, in the Name field, choose XXVision Inc UK.
4.
Date Track to 01-JAN-2005 (even though Organization is not date tracked).
5.
Click the Find button.
6.
In the Location field, select XXVision London.
7.
8.
Navigate to the Organization Classifications region.
9.
In a new row in the Name field, choose GRE / Legal Entity.
10. Check Enabled check box.

Defining HR Organization Classification
12. Place the cursor in the Organization Classification field and add a new record.
13. In the Organization Classifications Name field, choose HR Organization.
14. Check the Enabled check box.
Entering Costing Information
16. With cursor on the HR Organization organization classifications name field, click the
Others button.
17. Select Costing Information
18. Click the field to open the window and enter the following information.
Why does this one segment display in the XXCOST_ALLOC_FF structure?

Chapter 1 - Page 68
Solution - Updating the Business Group Information
20. Click OK to close the XXCOST_ALLOC_FF window.

21. Save your work (Ctrl-S).
Entering Corporate Headquarters Organization Classification
23. Place cursor in the Organization Classification field and add a new record.
24. In the Organization Classifications Name field, choose Corporate Headquarters.
25. Check the Enabled check box.
Entering Reporting Establishment Organization Classification
27. Place cursor in the Organization Classification field and add a new record.
28. In the Organization Classifications Name field, choose Reporting Establishment
29. Check the Enabled check box

Chapter 1 - Page 69
19. In the Cost Center field, choose 710.
Overview
In this practice, you will learn how to define organizations within your business group and
classify them as for example, HR Organization, Bargaining Unit, Company Cost Center, Benefit
Provider, and GRE (Government Reporting Entity). You classify an organization to determine its
purpose and use.
Assumptions
Tasks
Define Organizations
Define the following organizations:
Organizations
Type
Location
Classification
Interal/
External
HR
Organization
> Others >
Costing
XX Vision
Warehouse
Division
XX Vision
Warehouse
HR Organization
Internal
100
XX Vision
Shoes
Division
XX Vision
Reading
HR Organization
Internal
500
XX Vision
Manchester
Division
XX Vision
Manchester
HR Organization
Internal
490
XX Vision
Birmingham
Division
XX Vision
Birmingham
HR Organization
Internal
440
XX Vision East
Division
XX Vision
Dublin
HR Organization
Internal
420
XX Great
Benefits
Benefit
Provider
XX Benefits
Provider UK
Benefit Provider
External
NA

Chapter 1 - Page 70
Practice - Defining Additional Organizations
Note: Remember that you have already classified xxVision Inc UK as a business group. All
these organizations are internal to your enterprise with the exception of Great Benefits,
which is an external organization as it is a benefit provider.

Chapter 1 - Page 71
Defining UK Organizations
1.
Navigate to the Organization window using XX HRMS Manager responsibility:
2.
Date Track to 01-JAN-2005 (even though Organization is not date tracked).
3.
From the Find Organization window click the New button.
4.
Name: XXVision Warehouse
Type: Division
From: 01-JAN-2005
Location: XXVision Warehouse
Internal/External: Internal Except as Noted
Defining HR Organization Information

6.
Place cursor in the Organization Classification region and add a new record.
7.
In the Name field, choose HR Organization.
8.
Check the Enabled check box.
9.
Entering Costing Information

10. With cursor on the HR Organization organization classifications name field, click the
Others button.
11. Double-click Costing Information.
12. Click the field to open the window.
13. Select 100 Resources for the cost center.
14. Click Ok to close the XXCOST_ALLOC_FF window.
15. Save your work (Ctrl-S).

Chapter 1 - Page 72
Solution - Defining Additional Organizations
Organizations
Type
Location
Classification
Interal/
External
HR
Organization
> Others >
Costing
XX Vision
Shoes
Division
xx Vision
Reading
HR Organization
Internal
500
XX Vision
Manchester
Division
XX Vision
Manchester
HR Organization
Internal
490
XX Vision
Birmingham
Division
XX Vision
Birmingham
HR Organization
Internal
440
XX Vision East
Division
XX Vision
Dublin
HR Organization
Internal
420
XX Great
Benefits
Benefit
Provider
XX Benefits
Provider UK
Benefit Provider
External
NA
18. Save your work (Ctrl + S) and close the Organization window.

Chapter 1 - Page 73
17. Using the information in the following table create these additional organizations:
Overview
In this practice, you will learn how to define the organization hierarchy in your business group.
Organization hierarchies show the different management reporting relationships that can exist
within an enterprise. You will also use hierarchies for government reporting and defining
security profiles.
Assumptions
Tasks
Define an Organization Hierarchy
Create a hierarchy in the system that reflects the organization chart created for your company.

Chapter 1 - Page 74
Practice - Defining an Organization Hierarchy

1.
Log on to Oracle HRMS using xxuser/welcome.
2.
Navigate to the Organization Hierarchy window:
(N) Work Structures > Organization > Hierarchy
3.
Date Track to 01-JAN-2005 (even though Organization Hierarchy is not date tracked)
4.
In the Name field, enter XXVision Main Hierarchy UK
5.
Do not select the Primary check box.
6.
Uncheck the Position Control check box.
7.
Version Region
8.
In the Number field enter 1 as the version number.
9.
In the From Date field, enter 01-JAN-2005.
10. Uncheck the Top Node Position Control Enabled check box
Organization Region
Retrieving the top-level organization
12. With cursor on the organization Name field, press F11 to enter query.
13. In the Name field, enter XXVis%Inc%.
14. Press CTRL+F11 to execute query.
Subordinates Region
15. With cursor on the subordinate Name field, select XXVision Warehouse. Save your work
(Ctrl + S).
16. Enter a new record and select XXVision Shoes. Save your work (Ctrl + S).
17. With cursor on the XXVision Shoes record click on the Down Arrow button.
Note: XXVision Shoes is now the top level.

Chapter 1 - Page 75
Solution - Defining an Organization Hierarchy.
19. Enter a new record and select XXVision Birmingham. Save your work (Ctrl + S).
20. Enter a new record and select XXVision East. Save your work (Ctrl + S).
21. Close the Organization Hierarchy window.
Viewing the Organization Hierarchy
22. Navigate to the Organization Hierarchy window:
(N) Work Structures > Organization > Diagrammer
23. With the cursor on the Name field, press F11 to enter query.
24. In the Name field, enter XX%Vision%Main%.
25. Press CTRL+F11 to execute query.
26. Click Open Editor. The Organization Hierarchy Editor window opens.
27. Click the Plus icon of XXVisonInc and view the hierarchy.

Chapter 1 - Page 76
18. In the subordinate Name field, select XXVision Manchester. Save your work (Ctrl + S).
Representing Financial Reporting Structures

Chapter 1 - Page 77
This demonstration shows you how to represent financial reporting structures in Oracle HRMS.
Representing financial structure in Oracle HRMS helps you report about financial information,
such as costs, revenues and expenses. You can consolidate this information by cost center
manager. This further enables you to allocate and report employment costs as you deploy and
pay people. It also helps you in managing your projects and distribute your workforce based on
priority.
You can record costing information at the organization, assignment, and payroll levels. You can
also record costing details in the Element Link and Element Entry windows. The information
you can record at these levels depends on the Cost Allocation key flexfield you defined for your
business group.
Oracle HRMS enables you to integrate your HR reporting structure with your financial reporting
structure. You can automatically create your HR organizations based on your company cost
centers in Oracle General Ledger using Synch Orgs.
This guided demonstration explains how to implement automatic company cost center creation.
Responsibility: UK HRMS Manager
Creating a Business Group
1.
Log in to Oracle Applications using ukhrms/welcome.
2.
Navigate to the Organization window using the UK HRMS Manager responsibility:
3.
Click the New button from the Find Organization window.
4.
Date Track to 01-JAN-2005 (even though Organization is not date tracked)
Defining Organization Information

5.

Name:
UK Financial Reporting Structure Organization
Type:
Corporate Headquarters
From:
01-JAN-2005
Internal/External
Internal
6.

Chapter 1 - Page 78
Guided Demonstration - Overview of Representing Financial

Reporting Structures
7.
In the Organization Classifications Region enter or select the following information:

Name
Business Group
Enabled
Checked
8.
9.
Click the Others button.
10. Double-click the *Business Group Info. selection.

11. Click the field to open the window, enter the following information.
12. In the Short Name field, enter UKFINST.
13. In the Employee Number Generation field, choose Automatic.
14. In the Applicant Generation Number field, choose Automatic.
15. In the Contingent Worker Number Generation field, choose Automatic.
16. In the Grade Flexfield Structure field, choose UK Grades.
17. In the Group Flexfield Structure field, choose UK People Group.
18. In the Job Flexfield Structure field, choose UK Jobs.
19. In the Costing Flexfield Structure field, choose UK Cost Allocation.
20. In the Position Flexfield Structure field, choose UK Positions.
21. In the Competence Flexfield Structure field, choose Competencies Vision UK.
22. In the Legislation Code field, choose United Kingdom to determine the startup date you can
access and the contents of some legislation-specific windows.
23. In the Currency field, choose GBP.
24. In the Fiscal Year Start field, choose 01-APR-2008
25. Click OK to close the Business Group Info. window
28. Close the Organization window.

Chapter 1 - Page 79
Defining Business Group Information

30. Log in to Oracle Applications using hrms/welcome.
31. Navigate to the Responsibilities window using System Administrator responsibility:
(N) Security > Responsibility > Define
32. Enter or select the following information:

Responsibility Name:
Application:
Responsibility Key:
Effective Date From:
Effective Date To:
Available From:
Data Group Name:
Date Group Application:
Menu:
Request Group Name:
Request Group Application:
UK Financial Reporting Structure

Human Resources
UKFINRS
Accept default of todays date
(leave blank)
Oracle Applications (checked)
Standard
Human Resources
UK SHRMS NAVIGATOR
UK HRMS Reports & Processes
Human Resources
33. Save your work (Ctrl + S) and close the Responsibilities window.
Defining an Application User
34. Navigate to the Users window using System Administrator responsibility:
(N) Security > User > Define
35. Enter or select the following information:

User Name: UKFINGD
Password: student (then press tab)
Password: student (to validate above entry then press tab)
Accept all other field defaults
36. Navigate to the Direct Responsibilities tab (Shift + Page Dn)
37. In the Responsibility field add (select) the following and accept all defaults:
UK Financial Reporting Structure
System Administrator (NOT System Administration)
UK HRMS Manager
38. Save your work (Ctrl + S) and close the Users window.

Chapter 1 - Page 80
Defining a Responsibility
39. Navigate to the System Profile Values window.
40. Deselect the Site check box, and select the Responsibility check box and enter the name of
your UK Financial Reporting Structure responsibility.
41. Enter HR:Security Profile as the profile name and click Find.
42. Enter the security profile with the same name as your new business group: UK Financial
Reporting Structure Organization
43. Save your work.
Review Accounting Information
44. Navigate to the Key Flexfield Segments window:
45. Search for the Accounting flexfield.

46. In the Structures region, navigate to the UK_ACCOUNTING_FLEX code (Title: UK
Accounting Flex and Description: Vision UK (EMEA Consolidation) Accounting Flexfield).
47. Click the Segments button.
48. View the following segments:
Company: EMEA_Company
Cost Centre: UK_Cost_Centre
Account: UK_Account
Product: Operations Product
Sub-Analysis: UK_Sub_Analysis
49. Select Company and click the Open button to view the Company segment details:
Value: 03
Description: United Kingdom
50. Close all the windows.
51. Exit Oracle Applications
Creating a New Organization
Responsibility = UK Financial Reporting Structure
52. Log in to Oracle HRMS using the new user that you created: UKFINGD/student.

Chapter 1 - Page 81
Setting User Profile Options
54. Select the UK Financial Reporting Structure responsibility.

55. Navigate to the Organization window:
56. Click the New button.

57. Enter UK GD Company Cost Center in the name field.
58. Save your work.
59. Select Company Cost Center as the organization classification and click the Enabled check
box.
60. Click Others and select GL Cost Center.
61. In the GL Company Cost Center window, enter the following information:
Company Value Set: EMEA_Company
Company: 03
Integrating HR Reporting Structures and Financial Cost Center

Hierarchy
You must perform these tasks after you have defined your business groups but before you create
any HR organizations.
Adding lookup values
62. Navigate to the Applications Utilities Lookup window:
(N) Other Definitions > Applications Utilities Lookup
63. Query the lookup HR_GL_ORG_NAME_FORMAT to add the required lookup value.
64. Enter the following details:
Code: UK$GDCCN
Meaning: UKGD<Cost center name>
65. Save your work.

Chapter 1 - Page 82
53. Change the password to welcome.

67. Log in to Oracle Applications using PROFILEOPTIONS/sysadmin.
Use the System Profile Values window to set up the following profile options as required. These
profile options control the results of the processes you run to integrate HR and financial
reporting structures.
HR: GL Cost Center Org Classifications
HR: GL organization name format
68. Navigate to the System Profile Values window:
69. Select the Site check box and select HR: GL organization name format as the profile.
70. Select UKGD<Cost center name> as the value at the site level.
71. Save your work.
72. Search for the HR: GL cost center org classifications profile option.
73. Make sure that the site level value is: HR organizations and company cost centers.
74. Close the System Profile Values window.
Run the Create and Maintain Company Cost Center Organization and Synchronize
GL Company Cost Centers with Existing Organizations Processes
Creating HR Organizations
Responsibility = UK Financial Reporting Structure
76. Log in to Oracle HRMS using the new user that you created: UKFINGD/student.
Use the Create and Maintain Company Cost Center Organization process to create company cost
center organizations for the companies in your business group. You can also use this process to
update the names, and existing start and end dates of organizations created using the Auto Orgs
feature.
Note: The Synchronize GL Company Cost Centers with Existing Organizations process
links existing company cost center organizations to GL account combinations. If you have
created Cost Centers in HR, this process creates corresponding GL Account Combinations.
The Cost Allocation Flexfield must use the same value sets as the Accouting Flexfield.

Chapter 1 - Page 83
Setting up GL Details
(N) Processes and Reports > Submit Requests

78. Select the Create and Maintain Company Cost Center Organization process.
79. In the Parameters window, select the following values:
Chart of Accounts: UK_ACCOUNTING_FLEX
80. Leave other parameters as default (Synchronize names and dates as No).
81. Click OK and then Submit.
82. Wait for the process to complete.
Reviewing New Organizations
Now, you can verify the new organizations that are created with the prefix and classified as both
Company Cost Centre and HR Organization.
83. Navigate to the Organization window:
84. In the Find Organizations window, you can view the new organizations created with the
prefix: UK$GDCCN.
85. Select any one of the organizations with the prefix: UK$GDCCN. This organization is
classified as both Company Cost Centre and HR Organization.

Chapter 1 - Page 84
77. Navigate to the Submit Request window:
Representing Grades, Jobs and Positions

Chapter 1 - Page 85
Overview
In this practice, you first define grades in your enterprise. The structure for your grade name
depends on the Grade key flexfield you defined for your business group.
Assumptions
Tasks
Define the following grades in the Grade window:
Sequence
Grade Name
Grade Level
Short Name
XXEXEC
01
XXEXEC1
XXEXEC
02
XXEXEC2
XXEXEC
03
XXEXEC3
XXMGR
01
XXMGR1
XXMGR
02
XXMGR2
XXMGR
03
XXMGR3
XXSA
01
XXSA1
XXSA
02
XXSA2
XXSA
03
XXSA3
10
XXCL
01
XXCL1
11
XXCL
02
XXCL2
12
XXCL
03
XXCL3

Chapter 1 - Page 86
Practice - Defining Grades

1.
Log in to Oracle Applications using xxuser/welcome.
2.
Navigate to the Grades window using the XX HRMS Manager responsibility:
(N) Work Structures > Grade > Description
3.
Date Track to 01-JAN-2005 (even though Grades is not date tracked).
4.
In the Sequence field, enter 1.
5.
Click the Name field to open the XXGRADE_FF window.
6.
In the Grade Name field, choose XXEXEC
7.
In the Grade Level field, enter 01.
8.
Click OK to close the XXGRADE_FF window.
9.
In the Short Name field, enter xxEXEC1.
10. In the Date field, enter 01-JAN-2005.

11. Save your work.
12. Repeat the steps to enter the rest of the grades:
Sequence
Grade Name
Grade Level
Short Name
XXEXEC
02
XXEXEC2
XXEXEC
03
XXEXEC3
XXMGR
01
XXMGR1
XXMGR
02
XXMGR2
XXMGR
03
XXMGR3
XXSA
01
XXSA1
XXSA
02
XXSA2
XXSA
03
XXSA3
10
XXCL
01
XXCL1
11
XXCL
02
XXCL2
12
XXCL
03
XXCL3

Chapter 1 - Page 87
Solution - Defining Grades
Overview
In this practice, you define grade rates in the Grade Rate window. Grade rate values are
DateTracked and you must ensure you use the correct date to create your initial set of values.
Assumptions
Tasks
Define the following grade rates in the Grade Rate window:
Grade KFF
Minimum
Maximum
XXEXEC.01
45000
52000
XXEXEC.02
50000
60000
XXEXEC.03
61000
70000
XXMGR.01
23000
30000
XXMGR.02
29000
35000
XXMGR.03
35100
40000
XXSA.01
10000
16000
XXSA.02
15000
20000
XXSA.03
19000
25000
XXCL.01
7000
12000
XXCL.02
9000
15000
XXCL.03
11000
20000

Chapter 1 - Page 88
Practice - Defining Grade Rates

1.

responsibility.
2.
Navigate to the Grade Rate window:
(N) Work Structures > Grade > Grade Rate
3.
Date Track to 01-JAN-2005.
4.
Enter GRADE_RATE_XX As the name for the grade rate and select Money as the units for
measuring it.
5.
Save your new rate.
6.
In the Grade Rate Values block, select the grades for which you want to define rates. For
each grade, enter a minimum and maximum; accept the default mid value.
To validate salary proposals entered in the Salary Administration window, you must
enter a minimum and maximum value.
Currency is Pound Sterling.
Use the following table:

Grade KFF
Minimum
Maximum
XXEXEC.01
45000
52000
XXEXEC.02
50000
60000
XXEXEC.03
61000
70000
XXMGR.01
23000
30000
XXMGR.02
29000
35000
XXMGR.03
35100
40000
XXSA.01
10000
16000
XXSA.02
15000
20000
XXSA.03
19000
25000
XXCL.01
7000
12000
XXCL.02
9000
15000
XXCL.03
11000
18000

Chapter 1 - Page 89
Solution - Defining Grade Rates
Save your work.
8.
Close the Grade Rate window.
7.

Chapter 1 - Page 90
Overview
In this practice, you define jobs in your enterprise. The structure for your job name depends on
the Job key flexfield you defined for your business group.
The Job Group appears automatically. It is the Default HR Job Group for your business group.
You must not change this group unless you want to enter a job that describes a supplementary
role to a person's normal employment, such as a fire warden or health and safety representative.
Assumptions
Tasks
This chart reflects the valid jobs in your company. Create the following jobs with job codes and
valid grades:
XXConsultant
XXAssociate
XXManager
XXDirector
XXVice President
XXPresident

Chapter 1 - Page 91
Practice - Defining Jobs

1.
Log in to Oracle HRMS using xxuser/welcome.
2.
Navigate to the Job window using the XX HRMS Manager responsibility:
(N) Work Structures > Job > Description
3.
Date Track to 01-JAN-2005 (even though Job is not date tracked).
4.
From Find Jobs window, click the New button.
5.
In the Job Group field, accept the default value HR_#### (your Business Group ID).
6.
Click the Name field to open your Job Key Flexfield.
7.
In the Job Name field, select XXConsultant.
8.
In the Job Code field, select xxSales.
9.
Click OK to close the XXJOB_FF window.
10. In the From Date accept the default of 01-JAN-2005.

11. Chose the Valid Grades button. Enter the following information:
Grade
Date
XXSA.01
01-JAN-2005
XXSA.02
01-JAN-2005
XXSA.03
01-JAN-2005
12. Save your work.

13. Add a New record to repeat the same procedure to create all the jobs listed in the table:
Job
Name
XXAssociate XXManager XXDirector
Job
Code
xxAdmin
xxSales
xxManufacturing xxSales
Valid
Grades
XXCL.01
XXCL.02
XXCL.03
XXMGR.01
XXMGR.02
XXMGR.03
XXEXEC.01
XXEXEC.02
XXEXEC.03
XXVice
President
14. Close the Job window.


Chapter 1 - Page 92
XXPresident
Solution - Defining Jobs
In this practice, you learn how to enter work choices for jobs. Work Choices include willingness
to travel, willingness to relocate, and preferred working hours and work schedule. You can enter
work choices for a job or position, and compare these with the personal work choices entered for
people.
Assumptions
Tasks
Enter work choices for the XXVice President job.

Chapter 1 - Page 93
Practice - Defining Work Choices for Jobs
Entering Work Choices for Jobs

1.

responsibility.
2.
Navigate to the Work Choices window for a job:
(N) Work Structures > Job > Description
3.
From the Find Jobs window, in the Job Group field, choose HR_xxxx
4.
Click the Name field to open the XXJOB_FF window.
5.
In the Job Name field, choose XXVice President.
6.
In the Job Code field, choose xxSales.
7.
Click OK to close the XXJOB_FF window.
8.
Choose the Find button.
9.
Choose the Work Preferences button to open the Work Preferences window.
Select the All Locations and Relocation Required work requirements check boxes to
indicate the location specifications and address relocation issue.
In the Work Duration field, select Indefinite.
In the Work Schedule field, choose Mon to Fri.
In the Working Hours field, select 0900 to 1700.
In FTE Capacity field, choose 1.
Select the All Countries international deployment check box to indicate that you can
place this jobholder in any country where you enterprise has a presence.
Note that a considerable amount of information can be carried on the Job KFF record,
including Surveys, Benchmarks, Market Min/Max, Working Conditions and Job
Function.

11. Close the Work Preferences window.

Chapter 1 - Page 94
Solution - Defining Work Choices for Jobs
Overview
In this practice, you will learn how to define positions in your enterprise. The structure for your
position name depends on the Position key flexfield you defined for your business group.
Assumptions
Tasks
Define a Position
Define the following positions in the Position window:
XXPresident Vision UK
XXVP Sales & Mrktg Vision UK
XXDirector Leather Division
XXDirector Production Division
XXManager Shoe Sales
XXConsultant Sales 1
XXAdministrative Assistant

Chapter 1 - Page 95
Practice - Defining Positions
Defining Positions
1.
Navigate to the Position window using the XX HRMS Manager responsibility:
(N) Work Structures > Position > Description
2.
Date Track to 01-JAN-2005.
3.
Click the New button from the Find Positions window.
4.
Click the Position Details tab (default)
5.
In the Start Date field, enter 01-JAN-2005 (default based on date track date)
6.
Click the Date Effective Name field to open the XXPOSITION_FF window.
7.
In the Position Name field, enter XXPresident Vision UK
8.
In the Position Region field, choose xxLondon
9.
Click OK to close the XXPOSITION_FF window.
10. In the Type field, choose None.

11. Check the Permanent check box (default).
12. In the Organization field, choose XXVision Inc UK.
13. In the Job field, choose XXPresident.
14. In the Hiring Status field, choose Active.
15. In the Location field, the value of the organization location: xx Vision London defaults.
16. Click the Hiring Information tab.
17. In the FTE field, enter 1.
18. In the Headcount field, enter1.
19. Click the Work Terms tab.
20. In the Working Hours field accept the defaulted values.
21. In the Frequency field accept the defaulted values.

Chapter 1 - Page 96
Solution - Defining Positions
23. Click the Position Details Tab and click the New record button.
24. Repeat the same steps to create the other positions from the following chart:
Position Name
Region
Organization
Job
Location
Head
Count
XXVP Sales &

XxReading
Mrktg Vision UK
XXVision
Shoes
XXVice President.xxSales
Default
XXDirector
Leather Division
XxLondon
XXVision
Warehouse
XXDirector.xxManufacturin Default
g
XXDirector
Production
Division
xxLondon
XXVision
Warehouse
XXDirector.xxManufacturin Default
g
XXManager Shoe xxLondon

Sales
XXVision
Warehouse
XXManager.xxSales
Default
XXConsultant
Sales 1
xxManchester XXVision
Manchester
XXConsultant.xxSales
Default
XXConsultant
Sales 2
xxManchester XXVision
Manchester
Default
XXConsultant
Sales 3
xxDublin
Default
XXVision Inc
XXAssociate xxAdmin
UK
Default
XXAdministrative
xxLondon
Assistant
XXVision
East
Entering SIT information

25. Query any one of your Positions, for example, XXPresident Vision UK.
26. Click the Others Button and select Requirements from the list of values.
27. Select XXCOMPANY_CAR_FF from the list of values for Special Information Type
Names.
28. Click in the Requirements field to open your flexfield structure.
29. Select a car make and model and save the record.
30. Close the SIT window and close the Position window.

Chapter 1 - Page 97
22. Save your work.
Position Hierarchies

Chapter 1 - Page 98
Overview
This practice demonstrates your ability to create a position hierarchy.
Assumptions
Tasks
Create a hierarchy in the system that reflects the position chart created for your company.

Chapter 1 - Page 99
Practice - Defining a Position Hierarchy

1.

responsibility.
2.
Navigate to the Position Hierarchy window:
(N) Work Structures > Position > Hierarchy
3.
Date Track to 01-JAN-2005 (even though Position Hierarchy is not date tracked).
4.
In the Name field, enter XXVision Main Position Hier.
5.
Check the Primary check box.
6.
7.
In the Version Number field accept the value of 1.
8.
In the Date From field, enter 01-JAN-2005.
9.
Top Position
Retrieve the top-level position
10. With cursor on the Position name field, press F11 to enter query.
11. In the Name field, enter XXPres% and press (Ctrl + F11).
XX President Vision UK is the top-level position.
12. Navigate to the Subordinates region.
13. In the Name field, select XXVP Sales& Mrktg Vision.
14. Save your work (Ctrl + S) and close the window.
Note: We will build the rest of the Hierarchy using the Position Hierarchy Diagrammer window.

Chapter 1 - Page 100
Solution - Defining a Position Hierarchy
15. Navigate to the Position Hierarchy window using XX HRMS Manager responsibility:
(N) Work Structures > Position > Diagrammer
16. Query XXVision Main Position Hier.

17. Click the Open Editor button.
18. Click the Find icon on the top right corner to display the available positions for your
hierarchy. Indicate Hiring Status as Active.
19. The XX President Vision UK will appear in the drawing area in the left portion of the
Position Hierarchy Diagrammer window.
20. Left click the + to open the root hierarchy you just created.
21. Choose the Find button on the right corner.
22. Using a LEFT CLICK the mouse drag and drop the following to build your hierarchy.
XX President Vision UK
XXDirector Leather Division
XXDirector Production Division.
XXVP Sales &Mrktg
XXAdministrative Assistant.xxEast
XXManager Shoe Sales
XXConsultant Sales1
Note: To make the Diagrammer full screen go to (M) View and uncheck Node Properties
and Node List.
24. Close the window.
25. Click File > Switch Responsibility.

Building the Hierarchy using the Diagrammer
Reviewing Other Hierarchies

27. Navigate to the Position Hierarchy window using UK HRMS Manager responsibility:
(N) Work Structures > Position > Diagrammer
28. Query and review (i.e., expand the nodes for) these hierarchies and/or any others as directed
by your instructor:
26. Select UK HRMS Manager responsibility and click OK.
Vision Industries

Overview
In this practice, you will learn how to enter a new employee in your business group.
Assumptions
Replace xx in the practice with a unique identifier such as your initials or a number.
necessary to create unique records within the database when performing the practice.
Tasks
Entering a new employee using the People window
xxAllen, John is a new employee. His date of birth is 21-FEB-1960 and NI Number should be in
the format AANNNNNNA. He lives in the Greater London county and his address is 14
Wimbledon Road, London, SW15 7HL. Use the People window to enter John xxAllen as a
permanent employee as on the current date.
Use the Assignment window to enter the primary assignment for John xxAllen. Enter the
following values for the assignment:
XXVision Warehouse as the Organization
xx Manager.xxSales as the Job
XXManager Shoe Sales as the Position
XXMGR.01 as the Grade

Practice - Entering a New Employee in Your Business Group
Entering a new employee using the People window

1.
2.
Navigate to the People window using the XX HRMS Manager responsibility:
3.
Click the New button to enter a new record.
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.
7.
Enter the NI Number; it should be in the format AA999999A, for example: YW432122A
8.
Enter 21-FEB-1960 in the Birth Date field
9.
Save your work.
10. Click 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, and
enter SW15 7HL as the Post Code.
12. Select Home as the Address Type.
13. Choose OK and save your work.
14. Close the Address window.
15. Click the Assignment button.
16. In the Assignment window, select XXVision Warehouse as the Organization.
When you tab to the next field (Group), the People Group flexfield window opens. You will
see the Pension Group flexfield structure you set up for the People Group key flexfield.
Optionally, select a Pension Group. Close the People Group window.
17. Enter the following values for the assignment:

Solution - Entering a New Employee in Your Business Group
Note: If the Decision window appears, click Yes for the question: Do you want to accept the
default values for this position.
18. Save the Assignment record, and click the Others button.
19. Select Costing to open the Costing window.
20. Click in the Cost field; the Cost Allocation key flexfield window opens displaying the
segments you enabled in your Cost Allocation key flexfield structure at the Assignment
level.
21. Cancel, and close the Costing window.
22. Close the Assignment and People windows.

xx Manager.xxSales as the Job

XXManager Shoe Sales as the Position
XXMGR.01 as the Grade
Mass Move Updates

Overview
Create the following employees. You will use these employees to perform a mass move of
positions in the subsequent demonstration:
xxStreet, Tony
xx Walter, Samantha
xx Fernandez, Maria
Creating Employees to Perform a Mass Move of Positions
1.
Select the UK HRMS Manager responsibility.
2.
Navigate to the People window:
3.
Set the effective date to 01-JAN-2007.
4.
Click New on the Find Person window.
5.
Enter the following details for xx Street, Tony:

Field
Value
Last
xxStreet
First
Tony
Gender
Male
Action
Create Employment
NI Number
Any unique ID in the format AA999999A
Birth Date
02-JUN-1975
6.
Save your work.
7.
Click the Assignment button and enter the following assignment details:
Organization: Accounts
Job: Accountant
Position: Cost Accountant
Note: Click Cancel in the People Group window. When you are asked to choose an option,
select Correction because you are entering a record that starts today.

Instructor Task - Entering Employees for Mass Move of Positions
8.
Save your work and close the Assignment window.
9.
Click the new record icon and enter the following details for xxFernandez, Maria in the
People and Assignment windows:
Field
Value
Last
xxFernandez
First
Maria
Gender
Female
Action
Create Employment
NI Number
Birth Date
02-AUG-1973
Organization
Accounts
Job
Accountant
Position
Cost Accountant
10. Click the new record icon and enter the following details for xxWalter, Samantha in the
People and Assignment windows:
Field
Value
Last
xxWalter
First
Samantha
Gender
Female
Action
Create Employment
Social Security
Birth Date
02-JUN-1974
Organization
Accounts
Job
Accountant
Position
Cost Accountant
11. Save your work.

Click OK in the Decision window if you are asked the question: Do you want to accept
default values for this position?
In this demonstration, you will learn how to describe a mass move of positions from one
organization to another within your business group. Mass Move enables you to reorganize your
business group, which often entails changing many employee records in the same way. Because
Mass Move allows you to modify multiple employee records at once, you can make such
changes conveniently.
Prerequisite
Before you begin this demonstration, ensure that you create the following worker records as
explained in Instructor Task - Entering Employees:
xx Street, Tony
xx Walter, Samantha
xx Fernandez, Maria
You require unique records to use in the mass move of positions demonstration.
Assumptions
Creating a Mass Move of Positions

1.
Log in as ukhrms/welcome and use the UK HRMS Manager responsibility.
2.
Navigate to the Mass Move window.
(N) Work Structures > Position > Mass Move
3.
Enter xx Mass Move as a description (where xx represents your unique group ID number).
4.
Click in the Organization field to select Accounts as the Organization from where you want
to move employees.
5.
The Status field automatically populates Mass Move is Unprocessed.
6.
Select Business Consulting Services as the Organization to which you want to move
employees.

Guided Demonstration - Creating a Mass Move of Positions
Enter todays date as the effective date.
8.
Save your work.
9.
Click the Positions button to open the Find Positions window.
10. Query Accountant as the source job and Cost Accountant as the position (existing positions
in the source organization).
11. Select the source position (Cost Accountant) in the Source block in the Mass Move
Positions window.
12. Select Administrator - Business Consulting as the position and Administrator as the Job in
the Target block.
13. Use the scroll bar to view the Standard Conditions/Location fields. Select Source Position as
the Standard Conditions/Location to apply all the conditions of the source position to the
positions after the mass move.
14. Save your work.
15. Click the Assignment button to view the list of workers who you want to move. Select the
following workers.
xx Street, Tony
xx Fernandez, Maria
xx Walter, Samantha
16. Save your work.
17. Close the window to return to the Mass Move window.
18. Click the Execute button in the Mass Move window to commit the changes to the database.
19. The Status field now automatically populates Mass Move completed.
20. Click the Position button to open the Mass Move window.
21. Click the Assignment button to view the list of workers who have moved.

7.
Understanding Checklists

Overview
In this demonstration, you will learn how to set up checklists.
Assumptions
Tasks
In this example, you set up the checklists feature to ensure that a workstation and a telephone are
made available for new employees who join your enterprise.
Creating a Checklist Life Event
You use a life event to process major changes in a persons life; for example, marriage,
employment, and so on. In this example, you will create a checklist life event that triggers
whenever you hire an employee.
1.
2.
Navigate to the Life Event Reasons window using the UK HRMS Manager responsibility:
3.
(N) Total Compensation > General Definitions > Additional Setup > Life Event Reasons
Enter New Hire XX in the Name field.

Note: Replace XX with your initials.
4.
Select Checklist from the Type list.
5.
Save your work.
6.
Click Person Changes and select Hire an Employee from the Name field.
Note: The New Hire person change that you select indicates the cause for the life event to
trigger; in this case, the hiring of an employee is the cause for the life event to trigger.

Guided Demonstration - Setting Up Checklists
7.
Save your work.
8.
Close the Person Changes window and the Life Event Reasons window.
Creating a Checklist Template

A checklist template holds a group of checklist tasks.
9.
Navigate to the Checklists page.
(N) Work Structures > Checklists > Setup/Maintain Checklists
10. Click the icon in the Add Checklist column of the On Boarding category to create a
checklist template.
Note: The On Boarding category is a predefined category supplied by Oracle. You can
create your own categories.
11. Specify New Hire XX as the name of the checklist template as in the Name field.
Note: Replace XX with your initials.
12. From the Life Event Reason list, select the life event (New Hire XX) that you created
earlier. When a person experiences the New Hire life event, the application allocates the
New Hire checklist to that person.
13. Click Apply to save the checklist.
Creating a Checklist Task
In this example, you define a checklist task to arrange for a workstation and a telephone.
14. Click the icon in the Add Task column of the checklist template that you just created (New
Hire XX).
15. Type Arrange for Workstation and Phone in the Task Name field.
16. Click Apply to save the checklist task.
17. Click the Close Window link.

If Hire an employee is not available in the name list, click Define person changes.
In the name field enter Hire an Employee.
Table Name: PER_PERSON_TYPE_USAGES_F
Column Name: PERSON_TYPE_ID
Old Value: No Value
New Value: Employee
In this example, you use the People window to hire an employee called xxTaylor, Alice. You
then use the Assignment window to have Alice report to Melanie Dorat.
18. Navigate to the People window.
(N) People > Enter and Maintain.
19. Set the effective date to 01-Jan-2007 and click New.

20. In the People window, specify the information in the following table to hire an employee. If
you receive a message Potential Duplicate choose No match
Field
Value
Last
xxTaylor
First
Alice
Gender
Female
Action
Create Employment
Social Security
Any unique ID in the format

AANNNNNNA.
Birth Date
02-JUN-1982
21. Save your work.

22. Click Assignment.
23. Click the Supervisor tab and select Dorat, Mrs. Melanie Celeste (worker number = 15).
24. Save the record and close the Assignment and People windows.
26. Click Logout on the Oracle Applications Home Page.
Viewing and Updating the Checklists
Responsibility = Self Service for UK Managers
27. Log on using ukhrms as the username and welcome as the password.
28. Select the Self Service for UK Managers responsibility and navigate to the Allocated
Checklists page.
(N) Manager Self-Service > Allocated Checklists
29. Click the Action icon to view the checklist for xxTaylor, Alice.

Triggering the Life Event
30. At this point, as a manager, you can assign this task to someone else or choose to update it
yourself. Click the icon in the Update Task column (belonging to the Arrange for
Workstation and Phone task) and select Completed from the Status list.


Setting Up Enterprise Work Structures Conclusion
Additional Practices and Guided Demonstrations

Overview
Lookups provide lists of valid values for certain items of information. This has two key
advantages:
It ensures that all users use the same terminology, which makes it easier to inquire and
report on the information.
It speeds up data entry because you can enter just enough to identify the value, and the
system completes the entry.
In Oracle HRMS, a list of values is called a lookup type. Each value comprises a code, a
meaning, and sometimes, a legislative tag. The access level of the lookup type:
User - You can add codes and you can disable supplied codes.
Extensible - You can add new codes, but you cannot disable supplied codes because the
system uses them.
System - You can neither add codes nor disable-supplied codes. You can only change
the meaning or description of supplied codes.
Assumptions
Tasks
In this practice, you will review some lookup values.

Practice - Reviewing Lookup Values

1.
2.
Navigate to the Application Utilities Lookups window using the UK HRMS Manager
responsibility:
(N) Other Definitions > Application Utilities Lookups
3.
Query the EMP_CAT lookup.
4.
Place your cursor on a row in the region carrying Code, Meaning, Description
5.
(M) File > Export > [if prompted indicate Continue to End] > [Open in Excel]
(Suggested) Lookup Values to review and tailor for your own purposes
Assignment Category = EMP_CAT
Employee Category = EMPLOYEE_CATG
Assignment Change Reason = EMP_ASSIGN_REASON
Salary Proposal Reason = PROPOSAL_REASON
Absence = ABSENCE_CATEGORY

Solution - Reviewing Lookup Values
Overview
This practice demonstrates how Description Flexfields are (a) structured and stored with the
System Administrator and (b) accessed from the functional responsibility.
Assumptions
Tasks
Review the Additional Personal Details descriptive flexfield.

Practice - Reviewing a Descriptive Flexfield Example

Reviewing the Structure of a DFF
1.
Log in to Oracle Applications using xxuser/welcome.
2.
Navigate to the Descriptive Flexfield Segments window:
(N) Application > Flexfield > Descriptive > Segments
3.
Query (F11) on Application = Human Resources and Title = Additional Personal

Details
4.
Note the value for Prompt.
5.
Note the values under Context Field Values > Code of APL and EMP
6.
With your cursor on the row for EMP click (B) Segments and review the following.
Observe the sequence of names and patterns of the value sets.
Question: Which segment (number) appears to have an anomalous Value Set?
Number
Name
Window
Prompt
Column
Value Set
Displayed
&
Enabled
Drivers License
Jurisdiction
Drivers License ATTRIBUTE1 PER_US_STATES

Jurisdiction
10
Drivers License
Number
Drivers License ATTRIBUTE2 15 Characters

Number
11
Global ID
Global ID
ATTRIBUTE10 HR_US_FREE_TEXT_15
12
Country of Origin Country of

Origin
ATTRIBUTE11 PER_TERRITORIES
15
Security
Clearance
Security
Clearance
ATTRIBUTE3 Demo_hr_security_clearance *
17
Badge Number
Badge Number ATTRIBUTE6 15 Characters
20
Bonded?
Bonded?
ATTRIBUTE4 HR_US_YES_NO
25
Hired Via
Acquisition
Hired Via
Acquisition
ATTRIBUTE5 HR_US_YES_NO
35
Acquired
Company
Acquired
Company
ATTRIBUTE7 30 Characters Optional
40
Original Hire Date Original Hire
ATTRIBUTE8 HR_US_DATE_11

Solution - Reviewing a Descriptive Flexfield Example
Name
Window
Prompt
Column
Value Set
Displayed
&
Enabled
Date
41
Proposed
Retirement Date
Proposed
Retirement
Date
42
Proposed
Retirement
Reason
Proposed
Retirement
Reason
43
Service Start Date Service Start

Date
45
Union Seniority
Date
Union Seniority ATTRIBUTE9 HR_US_DATE_11

Date
7.
Copy the text string in the Value Set cell containing Demo_hr_security_clearance
8.
Close out of the Segments Summary window.
9.
Close out of the Descriptive Flexfield Segments Summary window.
(N) Application > Descriptive > Values
10. Click the radio button for Value Set.

11. In the Name field paste in the text from #7.
12. Click (B) Find. Review the values.
13. Close the window.
14. Click File > Switch Responsibility.
15. Select the UK HRMS Manager responsibility.
Accessing DFFs from the functional user responsibility
16. Navigate to the People window:
(N) People > Enter and Maintain > [Accept todays date]
17. Find Dorat, Melanie ( employee number = 15).

18. Click the Additional Personal Details field that is next to the Latest Start Date field.

Number
20. Move between cells in the window. Test out which data fields do (or do not) have edits
and/or LOVs. Note the values for Security Clearance.
21. Exit the record.
19. Note the choices for Context Value.

Overview
This practice provides you a chance to browse through Extra Information Type data objects.
Assumptions
Tasks
In this practice, you review the EIT information for Dorat, Mrs. Melanie Celeste.

Practice - Reviewing EIT Setup

1.
Navigate to the Extra Person Information window using US Super HRMS responsibility:
(N) FastPath > Person Extra Information
2.
Find Dorat, Mrs. Melanie Celeste.
3.
With your cursor highlight the row under Type labeled Employee Succession Planning
Information.
4.
Highlight the cell below labeled Detail
5.
Move between cells on the Extra Person Information window. Look at which cells have the
LOVs vs. dates vs. free-form text.

Solution - Reviewing EIT Setup
Overview
In this practice, you will learn how to create assignment statuses. You use assignment statuses to
track the progress of your workforce according to the requirements of your enterprise. You need
to define a user assignment status for employees that leave your enterprise for maternity leave.
Define an assignment status of Maternity Leave so that you can track this change in the
assignment. You map the user assignment status of Maternity Leave to the predefined system
assignment status of Suspend.
Defining a User Assignment Status
1.
Log on to Oracle HRMS using xxuser/welcome.
2.
Navigate to the Assignment Statuses window using the UK HRMS Manager responsibility:
(N) Work Structures > Status
3.
Choose the New Record button.
4.
Enter xx Maternity Leave as the user status name.
5.
Select Suspend Assignment as the Human Resource system status.
6.
Select the Payroll Status of Process.
7.
Check the Active check box.
8.
Ensure the Default check box is clear.
9.
Save your work.
Assigning a User Assignment Status to an Employee

10. Navigate to the People window.
(N) People>Enter and Maintain
11. Set the effective date to todays date.

12. Query xxTaylor, Alice (the employee that created in the Setting up Checklists
demonstration).
13. Choose the Assignment button.

Guided Demonstration - Defining Assignment Statuses
15. Select Update when you are asked to select an option.

16. Save your work.
14. Select the xx Maternity Leave assignment status in the Status field.

Overview
In this practice, you will learn how to create person types to represent your workforce. You use
person types to identify the role a person performs in your enterprise. In this practice, you define
Student Placement Employee and Permanent Employee as person types, to represent your
employees on a student placement and your permanent employees. You map the new user person
types to the system person type of Employee.
Assumptions
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 Student Placement Employee
xx Permanent Employee

Practice - Defining Person Types
Defining Person Types

1.
Log in as XXUSER/welcome and use the XX HRMS Manager responsibility.
2.
Navigate to the Person Types window.
(N) Other Definitions>Person Types
3.
Select the New Record icon.
4.
Enter xx Student Placement Employee as the user name for the new person type.
5.
Select Employee as the system name.
6.
Select the Active check box and clear the default check box.
7.
Save your work.
8.
Repeat the steps to create the user person type of xx Permanent Employee.
These person types are now available for you to assign to your employees.

Solution - Defining Person Types
All the Oracle HRMS functional areas are built on a common platform of organizations and
people structures. You start the configuration process by defining the legal entities and operating
companies that comprise your organizational framework. Next you provide information about
the ways that different groups of employees work in your organization and the Configuration
Workbench generates the business groups and organizations with the job or position structures
you need.
A business group in Oracle HR is a container of country specific data. Usually each business
group will be tied to one and only one country, however sometimes if you do not have a large
presence in a country a single business group may contain data from more than one country.
On the Workbench Home page:
Select Organization Structures and Manage Organization Configuration to access the

work structures wizard. Use this wizard to configure your organization structures and to
modify, import, export, and load configuration
You represent your enterprise using key organization structures in Oracle HRMS. These
structures provide the framework so you can perform legal reporting, financial control, and
management reporting. You can set up these organization structures yourself, or use the
Configuration Workbench.
The Configuration Workbench delivers an integrated configuration management toolset for HR
systems and assists in the evaluation, configuration, deployment, and maintenance of HR
applications. The workbench suggests a basic structure of organizations for your enterprise based
on configuration models.
Once the basic enterprise structure is set up, you add the additional organizations and locations
that exist in your enterprise. You define the internal organizations that represent your internal
divisions and departments, and you define the external organizations that represent the
organizations outside of your enterprise. For example, you can set up an external organization to
represent the tax office for which your enterprise uses for reporting purposes.
Creating Organizations
You can use organizations to represent many levels of your enterprise, from the highest level of
organization that represents the whole enterprise, to the lowest level of organization that
represents a section or department.
Organization classifications define the purpose of an organization and its functionality within
Oracle HRMS. The classifications you assign to an organization control the additional
information you can set up at the organization level. The Configuration Workbench
automatically assigns the appropriate classifications to the organizations it creates.

Guided Demonstration - Defining Organizations, Jobs and

Positions through Configuration Workbench
You can select the following classifications in the Organization window, depending on your
legislation:
All Legislations
All legislations can use the following classifications:
Business Group: Use this classification to group, manage, and control access to data in
accordance with the rules and reporting requirements of a country.
Operating Company: An operating company represents a division or line of business

within your enterprise that is legally registered for reporting in at least one country.
GRE/Legal Entity: Use this classification to represent the following organizations:

o
Ultimate Legal Entity: this represents the enterprise, and typically, the enterprise is
the highest (global) level of a business organization.
Legal Entity: this represents the designated legal employer for all employmentrelated activities. The legal authorities in a country recognize this organization as a
separate employer. In an organization hierarchy, a legal entity may report to an
operating company or to the ultimate legal entity.
Consolidated Legal Entity: this organization acts on behalf of multiple operating
companies that are not legally registered, or simply on behalf of the enterprise in a
country.
Employer: Use this along with the GRE/Legal Entity classification to define an
organization as a legal entity that is responsible for employing people in a particular
country.
HR Organization: Use this classification for all organizations to which you want to
assign employees and contingent workers.
Payee Organization: Use this when defining an external organization that is the
recipient of a third party payment from an employee, for example a court-ordered
payment. You can then select this organization on the Personal Payment Method
window when entering a third party payment method.
Bargaining Association: Use this when defining an organization that is involved in

negotiating a collective agreement. A bargaining association could be any organization
representing the employees in negotiations, for example a trade union. The UK

You can define one organization with multiple classifications or you can define separate
organizations to represent different types of entity. For example, you can classify an organization
as a legal entity as well as an HR organization if it's the same organization. If they are different,
then you create two organizations.
Representative Body: Use this when defining a representative body. This may be a
body defined in legislation, such as a European Works Council, or may be defined by the
employer, such as a Sports and Social Club.
Disability Organization: Use this when defining an external organization with which
employee disabilities are registered.
Medical Service Provider: Use this when defining an organization that provides any
medical services, such as medical assessments, to the people in your enterprise.
Constituency: Use this to define a constituency to group together workers eligible to

vote for particular elections.
Company Cost Center: Use this to define organizations in Oracle HRMS that map to
cost centers in Oracle GL. You can set up your application so that whenever a cost
center is defined in GL, a corresponding organization with this classification is defined
automatically.
Professional Body Information: Use this to define an organization that is a

professional body. Organizations with this classification are available to assign to people
in the Qualifications window.
Operating Unit : Use the operating unit organization classification if you also use
Multi-Org applications. You can associate an operating unit with an HR Organization.
The application uses the HR Organization to find the operating unit to which a person
belongs.
Use the Organization window to create:
Business groups
External organizations (for example, tax offices, insurance carriers, disability

organizations, benefit carriers, or recruitment agencies)
Internal organizations (for example, departments, sections or cost centers)
GREs/Legal Entities
If you use the Configuration Workbench to configure your enterprise structure, then you only
need to create the additional internal and external organizations you require. For example, you
can set up additional organizations to represent the internal divisions or departments, and
external organizations for reporting or third party payments.

legislation also enables you to select a bargaining association in the Union Processing
window to set up a union element.
Note: For information about querying existing organizations, see: Finding an Organization
2. Enter a name for your organization in the Name field. A check is performed to see if
organizations with the same name already exist.
All Oracle applications you install share the information entered in the Organization window.
Therefore organization names must be unique within a business group, and business group
names must be unique across your applications network.
You can create two organizations with the same name in different business groups but this
can cause confusion later, if the HR: Cross business group profile option is set to Yes and
you decide to share certain information across all business groups. If you decide to create two
organizations with the same name, be sure that this will not cause you problems in the future.
3. Optionally, select an organization type in the Type field.
Organization types do not classify your organization, you use them for reporting purposes
only. The type may identify the function an organization performs, such as Administration or
Service, or the level of each organization in your enterprise, such as Division, Department or
Cost Center. You create the organization types you require by entering values for the Lookup
Type ORG_TYPE.
4. Enter a start date in the From field. This should be early enough to include any historical
information you need to enter.
5. Enter a location, if one exists. You can also enter an internal address to add more details such
as floor or office number.
6. Enter internal or external in the Internal or External field. You cannot assign people to an
external organization.
Examples of external organizations that may require entry are disability organizations,
benefits carriers, insurance carriers, organizations that employees name as beneficiaries of
certain employee benefits, and organizations that are recipients of third party payments from
employees' pay.
7. Save the basic organization details.
Defining Positions
A position is a specific occurrence of one job, fixed within one organization. For example, the
position Finance Manager is an instance of the job of Manager in the Finance organization. The
position belongs to the organization. There may be one, many, or no holders of a position at any
time.

1. Navigate to the Organization window and select the New button to create a new organization.
You can set up both organizations and positions to define reporting structures in your enterprise,
but be careful to avoid duplication of information. It's best to define most of the detail at position
level. Use your organizations to show your highest level of departments or divisions and your
positions and position hierarchies to show the reporting groups in your enterprise.
Defining Position Components in the Configuration Workbench
In the jobs and positions interview, you have chosen to use the detailed reporting capability of
positions to represent the primary working roles in your enterprise. A position can have multiple
post holders and a person can be assigned to multiple posts. You define the rules that control
assignments when you define each position.
Each position you define will identify a specific role in the enterprise, which you can manage
independently of the person in the post, and it will belong to one specific department or
organization. The name of each position must be unique.
To make it easier for you to manage unique names for positions you can define a structure for
position names that identifies separate components or segments with separate rules for validation
of each segment. For example, you can have a position Title segment with text names, and
another segment for position Number with numeric values. Standard capabilities mean that you
can use the different segments of the name for queries or grouping records in a report.
When defining the segments that make up the structure of a position name you should also
consider if any of your segments are really part of the definition of a common job type. Using
job types for a position you can efficiently manage common information that applies to many
different positions. For example you can define a job type of Manager.Level 1 and use this for
comparison of positions across departments or lines or business, or for setting common job
requirements. You can then define ten manager type positions in your HR department, each of
which has responsibility for a different management function or group.
When you define a position you enter a value for each segment of the position name structure.
Most customers who use positions choose between one and five segments.
Note: Do not use segments with values that change regularly, for example, Salary Ranges or
Expense Approval Levels that change every year. Use the name to uniquely identify the position
and use standard capabilities of the system to enter and maintain related information for
government reporting, valid grades, and skill requirements.
We recommend that you use the same structure for position names in all countries in which you
operate. However, later in the interview you can define exceptions to this common structure for a
single country or for a set of countries that you define as a Region. See: Defining Regional Jobs,
Positions or Grades in the Configuration Workbench
Identify all the components you might use to define the structure of a Position Name and then
consider if any of these are really part of the definition of a common job type. For example, you

Positions are normally used in role-based enterprise structures where clearly defined rules largely
determine the ways employees work, and the compensation and benefits they receive.
Select Organization Structures and Load Organization Data to access the spreadsheets
into which you enter or import the location and organization details for each business
group. After you enter your data into the downloaded spreadsheets, you upload the data
to the open interface tables for Oracle HRMS and run the Data Pump to upload your data
from the open interface tables to the HRMS tables.
Select Jobs and Positions and Load Job/Positions Details to access the spreadsheets into
which you enter or import details about your jobs or positions and set their values for
each business group. After you enter your data into the downloaded spreadsheets, you
upload the data to the open interface tables for Oracle HRMS and run the Data Pump to
upload your data from the open interface tables to the HRMS tables.

might consider Title, Name, and Code as components of a position. When you review these you
might consider that the Position name should contain Title while the Job name should contain
Name and Code. With this choice, you could define common types of job using the combination
of Name and Code and maintain reporting or other details for these common job types.


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R12.x Oracle HRMS Work Structures Fundamentals Activity Guide - UK

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R12.x Oracle HRMS Work Structures Fundamentals Activity Guide - UK

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Overview of Enterprise Work Structures

There are no Practices and Demonstrations in this Chapter.

Copyright Oracle, 2010. All rights reserved.