01.EBS R12.1 HCM 1 Core HR Work Structures

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

Essentials Partner Boot Camp Training Courseware
Work Structure Components
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Key Content Contributors

Contributing Companies
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R12: Oracle HRMS
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Module: Core HR: Work Structures:
Pre-requisites
To understand this module you should have hands-on knowledge of
following Core HR features
Definition of KFFs
Definition of Value Set
Global and Local location setup
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Module Objectives
Position Hierarchy and Position Control

Job & Job groups
Grade Structure: Grade Range / Grade Steps and
Points
Competencies, Qualification Types, Schools &
Colleges
Setup & Maintain Checklists
Manage Documents
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Organization Hierarchy and Classifications

Organization Classification
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.
You can define one organization with multiple classifications or you can
define separate organizations to represent different types of entity.
Frequently Used 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
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Organization Classification
Legal Entity: This represents the designated legal employer for all
employment-related activities The legal authorities in a country recognize
this organization as a separate employer.
HR Organization: Use this classification for all organizations to which
you want to assign employees and contingent workers. At this
classification level one can maintain organization costing, reporting details
etc.
Organization Classification : Business Group
Business group is the highest level of organization in an enterprise.
Business Group have set of segments defined for its Job, Position,
Grade, Employee Group and Cost Allocation key flex fields which defines
the basic work structure of an enterprise.
Oracle HRMS comes with one Business Group supplied as startup data.
One can use this Business Group and its default definitions as the starting
point, or you can create a new Business Group
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Business Group Info
(N) Work Structures > Organization > Description
Click on Business group classification and then click on Business Group info
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Organization Hierarchy
Organization hierarchies show reporting lines and other hierarchical
relationships between organizations in an enterprise.
There can one primary hierarchy in a business group. primary reporting
hierarchy reflecting the main reporting lines of organizations in an
enterprise.
In addition to the primary reporting hierarchy, one can set up as many
other organization hierarchies
Organization hierarchies can be classified as local and global
hierarchy. Local hierarchy includes organization of single business
group where in Global hierarchy includes organization from different
business group.
Global organization hierarchies enable to work on organizations in
multiple business groups and provide standard functionality for global
reporting.
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Multiple Organization Hierarchies
Hierarchy History / Versions
Diagrammer
Operations
Business
Development
Corporate
Finance
Human
Resources
Design
QA
Inventory
Manufacturing
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(N) Work Structures > Organization > Hierarchy
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Organization Hierarchy Nodes
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Organization Hierarchy Diagrammer
(N) Work Structures > Organization > Diagrammer
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Module Objectives
Job & Job groups

Points
Colleges
Manage Documents
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Position Overview
Positions are placeholders in your enterprise model representing
roles, which enable you to distinguish between tasks and the
individuals who perform those tasks.
Position is a specific occurrence of one job, fixed within one
organization. For example, the position Finance Manager would be an
instance of the job of Manager in the Finance organization
Types of position
Single Incumbent, meaning that only one employee is allowed to hold
the position at any time
Shared, meaning there can be several incumbents, up to the value of
the FTE field
Pooled (Public Sector only), meaning the position is loosely defined so
rules about FTE and hours are not enforced by the system
None, which you can select if you do not need to record position types
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Position
(N) Work Structure > Position >Description
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Position Hierarchies:
Multiple Position Hierarchies
Position History / Versions
Diagrammer
Operations
Director
Sales Director
Managing
Director
Finance
Director
HR Director
Design Manager
QA Manager
Inventory Manager
Manufacturing Manager
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Position Hierarchy
(N) Work Structures > Position > Hierarchy
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Position Hierarchy Nodes
(N) Work Structures > Position > Hierarchy
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Position Control
Position control is used for rules based enterprise (such as a public
sector organization), that typically exercise strict control over positions,
adhere to budgets, engage in approval processes, or comply with
stringent reporting requirements.
Oracle's position, budget, and workflow functionality supports business
processes that many organizations refer to as position control.
Steps required for Position Transaction Control:
Defining Roles & Task Templates
Linking Roles with Users and Role Templates
Configuring Business Rules
Configuring Routing List
Configuring Transaction Type Wizard
Enabling Position Control
Request & Approve new position
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Defining Role & Task Templates
(N) Transaction Maintenance > Templates
Role Templates are used to control the access level for the role over
the attributes of the position
Task Templates are used to control the actions for the task performed
over the attributes of the position
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Linking Roles with Users & Role Templates
(N) Transaction Maintenance > Roles
Role Templates are used to control the access level for the role over
the attributes of the position
Task Templates are used to control the actions for the task performed
over the attributes of the position
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Configuring Business Rules
(N) Transaction Maintenance > Configurable Business Rules
Business Rules can be configured to control transactions
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Configuring Routing Lists
(N) Transaction Maintenance > Routing Lists
Routing List is used for routing positions through approval process/list
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Configuring Transaction Type Wizard
(N) Transaction Maintenance > Transaction Type Wizard
Transaction type wizard is configured to setup rule for position transaction
control
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Enabling Position Control
Position
control needs to
be enabled on
the primary
hierarchy and
on specific
organizations in
the hierarchy
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Request and Approve New Position
(N) Work Structures > Position > Position Transaction
The Position for the position control organization should be requested
though position transaction
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Module Objectives

Points
Colleges
Manage Documents
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Job & Job Groups

Jobs
Jobs are used to represent the duties people perform and required
skills for example Professor, Developer, Accountant etc.
A job is a generic role within a business group, which is independent
of any single organization.
Job Group
The job group is used to store jobs of a similar type together in one
group
Job group is automatically created for your business group is given
the same display name as the business group.
The internal name for the job group is
HR_<Business_Group_ID>, for example HR_2273
of
the
format
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Job & Job Groups

Job Groups:
Default HR Job Group (Business Group)
Supplementary Job Group
Jobs
Job Evaluation
Job Requirements
Valid Grades
Work Preferences
Job Surveys
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Job & Job Groups

Defining Job Groups: Default HR Job Group
(N) Work Structures > Job > Job Group
Default HR Job Groups
are automatically created
when business group is
created
All standard job (those
jobs that define the role
the person is employed to
fulfill) in the organization
should be a part of default
HR Job Group.
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Job & Job Groups

Defining Job Groups: Supplementary Job Groups
(N) Work Structures > Job > Job Group
Additional Job
Initiatives like Fire
Warden, Health and
Safety Representative etc
are considered as
supplementary roles.
Supplementary roles
are grouped under one
Job Group
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Job & Job Groups

Job Definition
(N) Work Structures > Job > Description
Jobs are generic or
specific roles within an
enterprise.
They are independent
of organization structure.
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Job & Job Groups

Job Evaluation
(N) Work Structures > Job > Job Description > Evaluation
Job evaluation is the
process of systematically
determining a relative
internal value of a job in
an organization.
Job evaluation is the
process of determining the
worth of one job in relation
to that of the other jobs in
a company so that a fair
and equitable wage and
salary system can be
established.
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Job & Job Groups

Valid Grades
(N) Work Structures > Job > Job Description > Valid Grades
Based on the Job
Evaluation, grades valid
for the job are linked to the
Job.
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Job & Job Groups

Wok Preferences
(N) Work Structures > Job > Job Description > Work Preferences
Work preferences
for each job are
captured
for
recruitment purpose
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Module Objectives

Job & Job groups

Colleges
Manage Documents
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Grade Structure: Grade Range / Grade Steps and Points

Overview
Grades are used to record the relative status of employee
assignments and to determine compensation and benefits, such as
salary, overtime rates, company car etc.
Grades Rate is the range of pay that has been established to be paid
to employees performing a particular job or function.
Pay Scale is a scale of points and every point can be mapped to
monetary compensation based on the market research
Point Values are monetary compensation fixed for each point in Pay
Scale
Grade Steps are spinal points within each grade and are part of the
pay scale.
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Grades:
Grade Rate
Pay Scale
Point Value
Grade Steps and Points
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Defining Grades
(N) Work Structures > Grade > Description
Grades are unit in systems of monetary compensation for employment
Grades facilitate the employment process by providing a fixed
framework of salary ranges, as opposed to a free negotiation
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Grade Rate
(N) Work Structures > Grade > Grade Rate
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Pay Scale
(N) Work Structures > Grade > Pay Scale
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Point Values
(N) Work Structures > Grade > Point Values
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Grade Steps
(N) Work Structures > Grade > Grade Steps and Points
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Module Objectives

Job & Job groups
Points

Manage Documents
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Defining Competencies, Qualification Types, Schools and

Colleges
Competencies
Competencies are used for performance management and appraisals
of employees. Competence key flex field can also be used to record
hierarchy of competencies.
Additional key flex field can be used to create global competencies that
are available across all business groups. However, same key flex field
can be used for the business group, if required.
Global competencies is defined in the key flex field in the HR: Global
Competence Flex Structure profile option.
Rating scales describe competencies and objectives in a general way.
Types of rating scale
Proficiency scales measure a person's mastery of a skill or technique
Performance scales measure a worker's delivery of a competency or
objective
Weighting scales measure the importance of a competency to the
enterprise
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Colleges
Qualification Types
To help you manage the development of your workforce, one can
record education details such as the professional retraining course that
a employee attends. Qualification type is master database of all
authorized qualification.
Schools and Colleges
You can define all schools and colleges that deliver the qualifications
your enterprise recognizes, so that users can select an educational
establishment when recording a worker's qualifications.
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Colleges
Defining Competencies
(N) Career Management > Competencies
Competencies is a
knowledge, skills or abilities
that
leads
to
superior
performance.
Competencies provide a
framework for distinguishing
between poor performances
through
to
exceptional
performance.
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Colleges
Defining Competence Profile
(N) People > Enter & Maintain > Others > Competence Profile
Competence profile is
a skill profile of the
employee.
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Colleges
Defining Qualification Types
(N) Career Management > Qualification Types
Qualification Types are
maintained
in
the
system
to
record
qualifications for each
employee.
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Colleges
Defining Schools and Colleges
(N) Career Management > Schools & Colleges
Schools & Colleges are maintained in the system to record schools
and colleges for each employee.
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Module Objectives

Job & Job groups
Points
Colleges
Manage Documents
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Setup and Maintain Checklists

Overview
Checklist contains all to-do tasks. The checklist is just for reference
only and does not perform any action. Typically action like new hire
would imply completion of various other tasks such as generation of ID
Card, allocation of desk, background check, etc. That can not be
performed in Oracle HRMS.
Oracle HRMS allows users to keep track of such tasks using the
checklist functionality.
Against each check item, users can record a status, date due, date
achieved and any notes.
Checklist are required to be associated with a life event to auto
generate checklist. System can be instructed to perform tasks on
generation of such life events. For example, you can define changes to
persons type to generate life event for Hire, Deployment and
Termination process.
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To set up a checklist following activities need to be performed.
Creating a Life Event for New Hire
Creating a Checklist Template
Creating a Checklist Task
Triggering the Life Event
Updating the Checklist
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Create a Life Event for Checklist
(N) Total Compensation > General Definitions > Additional Setup > Life
Event Reasons
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Create a Checklist Template
(N) Work Structures > Checklists > Setup/Maintain Checklists
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Create a Checklist Task
(N) Work Structures > Checklists > Setup/Maintain Checklists
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Triggering the Life Event and updating the Checklist
Hire a new employee to trigger new hire event.
Once employee is hired, checklist will be associated with the newly
hired person. Each task would be updated with the end date based
on the setup information.
(N) People > Enter and Maintain > Others > Allocated Checklist
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Module Objectives

Job & Job groups
Points
Colleges
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Manage Documents
Overview
The Documents Of Record functionality allows information on legislative
or employment related documents to be held against a person.
The Documents of Record screen will allow you to create new, update
existing, view and search Documents of Record for a person.
The information held will depend on the document type.
The standard Attachments functionality allows you to upload the
document if you choose.
Steps to Create and Maintain Documents of Records
Document Types
Defining Document Types
Registering Document Types
Document Types Security
Document Categories and Subcategories

Upload and Verify documents
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Manage Documents
Defining Document Types
(N) Application > Flex field > Descriptive > Segments
As of HRMS RUP1 the
following global seeded
document types are available
Visa
Death Certificate
Work Permit
ID Card
Residence Permit
Degree Certificate
Passport
Training Certificate
Driving License
Medical Certificate
Birth Certificate
Additional Document Types

can be created in the system
and associated with a
category and optionally, a
sub category
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Manage Documents
Registering Document Types
(N) Submit Request > Submit a New Request > Single Request
It is Required to
Register a document
type
using
a
concurrent
program
Register Document
Types (EITs)
This registration is
same
as
the
registration of an EIT.
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Manage Documents
Document Types Security
(N) Security > Information Type Security
A Document Type
is assigned to a
responsibility and
provide access
level security
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Manage Documents
Document Categories
(N) Other Definitions > Lookup Tables
Categories are defined in an Application Type Lookup called
DOCUMENT_CATEGORY. This is extensible so new categories
can be added.
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Manage Documents
Document Sub Categories
(N) Other Definitions > User Types and Statuses
Sub categories can be added under a category using the User Types
and Statuses window (Other Definitions->User Types and Statuses).
Select DOCUMENT_CATEGORY in the Name field and the Category
in the System Type field. Add your subcategory Description and Code.
Any Category can have a number of Sub categories.
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Manage Documents
Document Upload
(N) Fast Path > Documents of Record
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Manage Documents
Document Verification
(N) People > Search Documents of Record
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Q&
A
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Thank You
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<Insert Picture Here>

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

Safe Harbor Statement

Oracle Training Materials Usage

Key Content Contributors

R12: Oracle HRMS

<Insert Picture Here>

Module: Core HR: Work Structures:

<Insert Picture Here>

Position Hierarchy and Position Control

Organization Hierarchy and Classifications

Organization Hierarchy and Classifications

Organization Hierarchy and Classifications

Organization Hierarchy and Classifications

Organization Hierarchy and Classifications

Organization Hierarchy and Classifications

Organization Hierarchy and Classifications

Organization Hierarchy and Classifications

Organization Hierarchy and Classifications

<Insert Picture Here>

Job & Job groups

Position Hierarchy and Position Control

Position Hierarchy and Position Control

Position Hierarchy and Position Control

Position Hierarchy and Position Control

Position Hierarchy and Position Control

Position Hierarchy and Position Control

Position Hierarchy and Position Control

Position Hierarchy and Position Control

Position Hierarchy and Position Control

Position Hierarchy and Position Control

Position Hierarchy and Position Control

Position Hierarchy and Position Control

Position Hierarchy and Position Control

Organization Hierarchy and Classifications

<Insert Picture Here>

Position Hierarchy and Position Control

Grade Structure: Grade Range / Grade Steps and

Job & Job Groups

Job & Job Groups

Job & Job Groups

Job & Job Groups

Job & Job Groups

Job & Job Groups

Job & Job Groups

Job & Job Groups

Organization Hierarchy and Classifications

<Insert Picture Here>

Position Hierarchy and Position Control

Competencies, Qualification Types, Schools &

Grade Structure: Grade Range / Grade Steps and Points

Grade Structure: Grade Range / Grade Steps and Points

Grade Structure: Grade Range / Grade Steps and Points

Grade Structure: Grade Range / Grade Steps and Points

Grade Structure: Grade Range / Grade Steps and Points

Grade Structure: Grade Range / Grade Steps and Points

Grade Structure: Grade Range / Grade Steps and Points

Organization Hierarchy and Classifications

<Insert Picture Here>

Position Hierarchy and Position Control

Setup & Maintain Checklists

Defining Competencies, Qualification Types, Schools and

Defining Competencies, Qualification Types, Schools and

Defining Competencies, Qualification Types, Schools and