This Documents includes the setups of Business Group and Creating Payroll, Elements, Creating Employee, For Project and supporting works email : ora17hr@gmail.com, Sekharchandra85@gmail.com and Please specify the Subject Line as (ora17hr.blogspot.com)
Original Title
1 Business Group Setup Part 1 (Skylark Group Pvt Ltd)
This Documents includes the setups of Business Group and Creating Payroll, Elements, Creating Employee, For Project and supporting works email : ora17hr@gmail.com, Sekharchandra85@gmail.com and Please specify the Subject Line as (ora17hr.blogspot.com)
This Documents includes the setups of Business Group and Creating Payroll, Elements, Creating Employee, For Project and supporting works email : ora17hr@gmail.com, Sekharchandra85@gmail.com and Please specify the Subject Line as (ora17hr.blogspot.com)
Oracle HRMS Functional Document Business Group Setup's Part 1 Note: This Document is created only for Class Room Training Purpose
By Regintala Chandra Sekhar ora17hr@gmail.com
Menu, Functions and Security Profile
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Table of Contents Introduction ................................................................................................................................................................................... 3 Process of setup of Business Group .................................................................................................................................. 3 Define Values Set .......................................................................................................................................................................... 6 (a). Independent Values Set for Job .................................................................................................................................. 7 (b). Dependent Values Set .................................................................................................................................................... 8 (c). None Value Set for Position ....................................................................................................................................... 11 (d). Independent Value Set for Grade............................................................................................................................ 13 Creation of Key Flexfields ...................................................................................................................................................... 14 (a). Jobs Flexfield .................................................................................................................................................................. 14 (b). Position Flexfield .......................................................................................................................................................... 15 (c). Grade Flexfield ............................................................................................................................................................... 16 (d). Competency Flexfield ................................................................................................................................................. 17 (e). People Group Flexfield ............................................................................................................................................... 18 (f). Cost Allocation Flexfield ............................................................................................................................................. 19 Payroll to GL Segment Mapping .................................................................................................................................. 21 Creating Descriptive Flexfield .............................................................................................................................................. 22 Defining Lookup Types and Values .................................................................................................................................... 24 Work Location ............................................................................................................................................................................ 25 Business Group .......................................................................................................................................................................... 26 (a). Business Group Information: ................................................................................................................................... 26 (b). Setting up the Security Profile ................................................................................................................................. 27 (c). Tax Details ....................................................................................................................................................................... 28 Creating Units ............................................................................................................................................................................ 29 (a). Defining GRE: Government Reporting .................................................................................................................. 29 (b). Defining Operating Units: .......................................................................................................................................... 30 (c). Defining Departments ................................................................................................................................................. 31 Creating Hierarchy ................................................................................................................................................................... 32 Creating Jobs ............................................................................................................................................................................... 34 Creating Payment Methods ................................................................................................................................................... 35 Creating Earning Element ...................................................................................................................................................... 36 Defining Salary Basis ............................................................................................................................................................... 37 Defining Payroll ......................................................................................................................................................................... 37 GL Mapping.................................................................................................................................................................................. 39 Defining Employees ................................................................................................................................................................. 40
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Introduction
A Business Group (BG) holds information about the components of work structures such as jobs, grades and positions. At the BG level we set up the legislative rules, terms of employment, remuneration policies and employee work patterns. Oracle HRMS provides the flexibility to define enterprise the following four basic configurations models,
1. A single operating company in one country. 2. A single operating company in multiple countries. 3. Multiple operating companies in one country. 4. Multiple operating companies in multiple countries
The major reason for creating many business groups is that you enterprise is present in many countries. The other reasons for creation of more than one BG are:-
1. During acquisitions or mergers there is a need to manage separate structures and processed during a transition phase. 2. To keep a copy of your live system with example records for training or testing purposes 3. You are a holding company with a number of subsidiary companies and each subsidiary has its own structures, employees, and compensation and benefit policies.
Process of setup of Business Group
1. Select System Administrator responsibility 2. Define required responsibilities (N: security -> responsibility -> define) 3. Define user and assign responsibilities to the user (N: Security -> user -> define) 4. Select GL Responsibility 5. Define accounting flex field (N: setup -> financial -> flex field -> key -> segments) 6. Give values for your segments (Setup -> financial -> flex field -> key -> values) 7. Define Currency (N: setup -> Currencies -> define) 8. Define Calendar (N: Setup -> financial -> calendar -> Type/Accounting) 9. Create Ledger (N: Setup -> financial -> book -> define) 10. Select HRMS responsibility 11. Define a location (N: Work Structure->Location) 12. Define a Business Group (N: Works Structure->organization->description) 13. Set the following Profile Options to all your responsibilities 14. Select Inventory responsibility 15. Create legal entity (N: Setup -> organizations -> organizations) 16. Create Operating unit (N: Setup -> organizations -> organizations) 17. Set Profile option MO: Operating unit for all responsibilities 18. Create Work day calendar 19. Create Inventory Organization (N: Setup -> organizations -> organizations) 20. Select Sys Admin responsibility and run replicate seed data program.
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Set the System Date: 01-Jan-2013
Step 1: Define required responsibilities Switch to System Administrator Responsibility Navigation: Security Responsibility Define
Name: Skylark Groups Pvt Ltd
Step 2: Set the Profile Options Date Track Reminder Navigation : System AdminProfileSystem Profile value
Navigation Path
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Step 3: Define user and assign responsibilities to the user
Navigation: Security User DefineNew Name: SKYLARK
Step 4: Login from your user
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Define Values Set
Value set is primarily a container for your values; you define your value set such that it can control the types of values that are allowed into the value set (either predefined or non-validated). You can specify the format of your values. Values for the Value Sets, we are defining will be kept in the Oracle Application Object Library tables.
I. Format Validation Types 1) Character, 2) Number, 3) Time, 4) Standard Date, Standard Date Time Date, 5) Date Time
Note: When creating value sets using the date format, use the format types Standard Date and Standard Date Time.
II. Validation Types
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(a). Independent Values Set for Job Step 1: Creating Values for Job Name: SKY_JOB_DEPT_VS Validation Type: Independent
Step 2: Assign the List of Values to it Navigation : Application-->Validation-->Values
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(b). Dependent Values Set
Same like Independent Value Set, except the List of Values shown to you will depends on which the Independent value you have selected in the Prior Segment Must define your independent value set before you define the dependent value set that depends on it
Step 1: Creating Dependent Values Set Name: SKY_JOB_NAME_VS
Save it and Click on the Edit Information
Step 2: Assigning the Independent Value Set
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Step 3: Creation List of Values for the Dependent Values Navigation: Application-->Validate-->Value Set-->Find-->Click on Independent Value Set column-->Press Down Arrow-->Enter the Values
The Key Flexfield Structures must be defined before defining the Business Group in Oracle HRMS. For each Key Flexfield, the following must be defined:
Structure Name Flexfield segment names, order, validation options and qualifiers Flexfield value sets.
(a). Jobs Flexfield
Jobs are meant to describe the duties someone performs, e.g. Engineer, Accountant, and Manager.
Step 1: Creating Job Flexfield
Navigation: Application-->Flexfield-->Key-->Segments-->Query the Job Flexfield-->Enter the Structures Details
Name: SKY_JOB_NAME
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(b). Position Flexfield Positions are meant to describe specific instances of that job, e.g. Trainee Engineer, Senior Cost Accountant, Sales Manager. In other words, Positions are subsets of Jobs. Click on Open Button uncheck the required check box so that it will not show as be mandatory Name: Sky_Position_FF
Note: Click on Allow Dynamic Insert and Freeze Flexfield Definition and Compile it (see the above fig. Job)
Grades are used to represent status of employees within an enterprise, or Work Group. They are also used as the basis of many compensation and Benefits Policies. Grades can be set up against either a Job or a Position
Navigation : Application-->Flexfield-->Key-->Segments-->Query the Grade Flexfield-->Enter the Structures Code-->Segment Names
Name: SKY_GRADE_FF
Note: Click on Allow Dynamic Insert and Freeze Flexfield Definition and Compile it (see the above fig. Job)
Define a structure for your competency Flexfield which contains the segments you want to use for your Business Group. You will use this structure to enter competency details for Human Resource, i-Recruitment and Oracle Training
Navigation : Application-->Flexfield-->Key-->Segments-->Query the Competence Flexfield-->Enter the Structures Code-->Segment Names
Name: SKY_COMPETENCE_FF
Note: Click on Allow Dynamic Insert and Freeze Flexfield Definition and Compile it (see the above fig. Job)
Cost allocation FF is used to map the Accounting FF and GL mapping will be done. If you plan to transfer costing information to Oracle General Ledger, you should set up at least one segment of the Cost Allocation key Flexfield that maps onto segments of the Oracle General Ledger Accounting key Flexfield.
Navigation : Application-->Flexfield-->Key-->Segments-->Query the Cost Allocation Flexfield-->Enter the Structures Code-->Segment Names
Name: SKY_COST_AllOC_FF
Cost Allocation: Qualifier: Click on the
a. Company : QF: Balancing, Assignment, Element, Organization, Payroll b. Account : QF: Balancing, Element, Payroll c. Department : QF: Balancing, Assignment d. Interdepartmental : QF: Balancing, Organization, Payroll e. Product : QF: Balancing, Organization
Lookups are predefined list of Values with Validation Rules for specific segments
Access Level
i. System All values in the list are predefined by Oracle
ii. Extensible Some predefined values are provided You can add values to the list iii. User Define new lookup types to validate fields you define during the implementation process Flexfield segments Element Input Values
Locations are the actual work sites of your employees Internal addresses External addresses for tax authorities, agencies, etc. Shared across business groups or specific to one
Check the Start Date first. Change to your BG Responsibility
A Business Group is a special class of Organization. Every business group can have its own set of default values, with its own internal organizations, Grades, Jobs, Positions, Payrolls, employees, applicants, compensations and Benefits
In Oracle EBS, Business Group holds the employee information. If there is a Group of Companies and they all are using a single instance of Oracle Apps then every employee in each company will be defined at BG level. Each employee will then be assigned a responsibility. That responsibility determines which company that employee belongs to and what type of transaction can be carried out.
iv. Date Track Reminder: Always pop warning window v. HR: National Identifier Validation vi. HR: NI Unique Error or Warning
vii. MO:Operating Unit, if Multi Org is set up for a BG then this is mandatory to setup ow optional. Profile Option provides the flexibility to the oracle application; they are acting like a global variables .It eliminates the need to hard code the logic. Let me give you one example:-An organization have two departments say D1 and D2.We want Manager of D1 cannot view the employees of D2 and vice versa. Then we will set the profile options
viii. MO:Department name or the organization name against the profile option
(c). Tax Details
Query your BG and enter Tax Reference Details Navigation: BG RespWork Structure Organizationfind SKYLARK GROUPS PVT LTD--> Additional Organization Information-->Tax Details References
Legal Entity : GRE Type: GRE (India, USA) Operating Units : Operating Units (Andhra Pradesh or Mumbai, NY or NJ) Inventory Organization : Type (Hyderabad or Vijay Wada, New city or New Jersey)
Operating Unit (OU) comes under a ledger with a legal context. Legal Context is referred to as the Legal entity to which it is attached. The purpose of an operating unit is to segregate or separate sub ledger transactions. A legal entity having different branches in Pakistan can treat each branch an operating unit
Step 1: Creating Operating Unit Name: Sky_Operating_Unit
Step 2: Click Others and select Operating Unit information
Note: As we created above you can define sub departments and section to your Finance, HR and IT department. Make sure mention organization Classification: HR Organization
Creating Hierarchy
Step 1: Creating Organization Hierarchy -->Check the Primary Check box-->Enter Version Number Name: SKY_DEPT_Hierarchy
Step 1: Changing the Default Job Group Query (Ctrl + F11) the existing job group and create new one
Step 2: Creating Job for the Business Group Example
Save it and click on New Job Dept Job Name Corp MD Corp CFO Corp COO Finance Manager Finance Supervisor Finance Account HR Manager HR Supervisor IT Manager IT Analyst IT Developer etc..
I will explain you the how to create Special Information Types (SITs) and Extra Job Information (EITs) for Jobs and Positions in part 2 of my Document
It is an important process because after the payroll run we have to transfer the accounts to GL and in OTL we will run a process called Transfer from OTL to GL
Step 1: Query your monthly payroll and link the Segments
Thank you....... Regintala Chandra Sekhar You can get more documents on my blogger: http://ora17hr.blogspot.com Facebook Group: www.facebook.com/groups/ora17hr