Implement Oracle HRMS Checklists

HRMSImplementationChecklistsfromOracle
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Oracle Applications E-Business Suite

Basic Administration Checklist
Define Key Flexfields
o 1 Specify Key Flexfield Structures for Business Group
o 2 Define J ob Flexfield
o 3 Define Position Flexfield
o 4 Define Grade Flexfield
o 5 Define People Group Flexfield
o 6 Define Cost Allocation Flexfield
Define Descriptive Flexfields
o 7 Specify Descriptive Flexfield Contexts
o 8 Define Descriptive Flexfields
Administration
o 9 Enable Currencies
o 10 Define 'View All' HRMS User
o 11 Run Grant Permissions To Roles Process
o 12 Define QuickCode Values
Application Data Export (ADE) and Hierarchy Diagrammers
o 13 Set Up ADE
o 14 Control Access to the Hierarchy Diagrammers

Work Structures Checklist

Define Organization Structures
o 15 Define Locations
o 16 Define Business Group
o 17 Create 'View-All' access to the Business Group
o 18 Define Organizations
o 19 Define Organization Hierarchies
Define Roles
o 20 Define J obs
o 21 Define Positions
o 22 Define Primary Position Reporting Hierarchy
Define Grade Related Information
o 23 Define Grades
o 24 Define Grade Rates
o 25 Define Pay Scales
o 26 Define Progression Point Values
o 27 Define Grade Scales
Define Payroll Information
o 28 Define Payment Methods
o 29 Define Payroll Groups

Compensation and Benefits Checklist
Define Input Value Validation

o 30 Define New QuickCode Types
o 32 Define User Tables
o 33 Define Element Validation Formulas
Define Compensation and Benefits for Information
o 34 Define Elements and Input Values
o 35 Define Element Links
Salary Administration
o 36 Define Proposal Reasons and Performance Ratings
o 37 Activate Salary
o 38 Define Salary Bases
o 39 Define Element Links for Salary
Element Sets
o 40 Define Element Sets

People and Assignments Checklist
Person Types and Assignment Statuses
o 41 Define Person Types
o 42 Define Assignment Statuses for Employees
Special Personal Information
o 43 Define Personal Analysis Key Flexfield Structures
o 44 Register Special Info Types for the Business Group

Recruitment
o 45 Define Assignment Statuses for applicants

Career Management Checklist
Methods of Measurement and Creating Competencies
o 46 Create Rating Scales
o 47 Create Competencies
o 48 Group Competence Types
Competence Requirements
o 49 Create Competence Requirements
Use Function Security to Customize Oracle Training
Administration (OTA)
o 50 Set Up Activity Security (OTA)
Qualification Types and Establishments
o 51 Create Qualification Types
o 52 Create Establishments
Assessment and Appraisal
o 53 Create Assessment Templates
o 54 Create Appraisal Questionnaires
o 55 Create Appraisal Templates

Specific Business Functions Checklist
Absence Management /Accruals of Paid Time Off (PTO)

o 56 Define an Absence Element to Record Time Taken
o 57 Define Element Links for the Absence Element
o 58 Define the Accrual Plan with an Absence Element
o 59 Define Element Links for the Accrual Elements
o 60 Define Absence Reasons
o 61 Associate an Absence Type with the Absence Element
Human Resource Budgets
o 63 Define Period Types
o 64 Define Budgetary Calendars
o 65 Define Budgets
Evaluation Systems
o 66 Define Evaluation Types
o 67 Define Valid Grades for J obs
o 68 Define Valid Grades for Positions
Requirements Matching
o 69 Define Requirements for J obs
o 70 Define Requirements for Positions
Career and Succession Planning
o 71 Modelling Career and Succession Planning Based on J obs
o 72 Modelling Career and Succession Planning Based on Positions

Control Checklist
Define Reports and Generate Standard Letters
o 73 Write New Reports
o 74 Register Reports as Concurrent Programs with SRS
o 75 Define Report Sets
o 76 Create Standard Letters for use with Concurrent Processing
o 77 Create Standard Letters for use with Application Data Export (ADE)
o 78 Create Standard Letters for use with Microsoft Word
Define User Security
o 79 Create Oracle IDs
o 80 Register Oracle IDs
o 81 Define Security Profiles
o 82 Run Generate Secure User Process
o 83 Run Security List Maintenance Process
o 84 Define Form Customizations
o 85 Define Task Flow Nodes
o 86 Define Task Flows
o 87 Define Menu Functions
o 88 Define Menus
o 89 Define Report Security Groups
o 90 Define Responsibilities
o 91 Define Application Users
o 92 Define HR User Profile Options

Define Audit Requirements
o 93 Estimate file sizing and file management needs
o 94 Define Audit Installations
o 95 Define Audit Tables and Columns
o 96 Define Audit Groups
o 97 Activate AuditTrail Update Tables Process
Step1SpecifyKeyFlexfieldStructuresforBusinessGroup
There are 5 Key Flexfield Structures you must define before you can define a Business
Group in Oracle HRMS. These are:
o Job
o Position
o Grade
o PeopleGroup
o CostAllocation
Beforeyoubeginyourimplementationofthese5keyflexfieldsyoumustclearlyspecifyyour
requirements.Thisspecificationmustincludethefollowingdetailsforeachkeyflexfield:
o TheStructureNameandthenumberofSegments
o TheFlexfieldSegmentNames,Order,ValidationOptionsandQualifiers
o TheFlexfieldValueSetstobeusedandanylistsofvalues
ThesequencewhichyoufollowtoimplementeachFlexfieldis:
o DefineFlexfieldValueSets
o DefineKeyFlexfieldSegments
o DefineFlexfieldSegmentValues
o DefineKeyFlexfieldCrossValidationRules
o DefineKeyFlexfieldAliases
o FreezeandCompileKeyFlexfieldStructure
Whenyouhavecompletedthedefinitionofakeyflexfieldyoucanrunaspecialconcurrent
processtogenerateDatabaseItemsfortheindividualsegmentsoftheFlexfield.Thisappliesto
yourJob,Position,GradeandPeopleGroupKeyFlexfieldsonly.
o RunCreateKeyFlexfieldDatabaseItemsprocess
Step2DefineJobFlexfield
After you have specified your requirements to take best advantage of the flexibility of
Oracle HRMS for recording and reporting J ob information in your enterprise, the
implementation sequence which you follow is:
1.DefineJobFlexfieldValueSets
Ifyouwanttovalidatethevalueswhichausercanenterforanysegmentyoumust
defineaspecificValueSet.
TheattributesoftheValueSetwillcontrolthetypeofvaluesthatcanbeentered,and
howmanycharacterseachsegmentcanhold.TheattributesoftheValueSetwillalso
controlhowthevaluesaretobevalidated.
ValueSetscanbesharedbydifferentsegmentsofthesameflexfield,orbysegmentsof
anyotherflexfield.
Note:UsetheDefineValueSetform.
2.DefineJobFlexfieldSegments
DefineastructureforyourJobFlexfieldwhichcontainsthesegmentsyouwanttouse
foryourBusinessGroup.YouwillusethisstructuretocreateyouruniqueJobNamesin
theJobwindow.
YoumustenterYesintheAllowDynamicInsertsfield.IfyouenterNo,youwillnotbe
abletocreatenewjobnamecombinationsintheJobwindow.
Note:YoudonotneedtouseaValueSettovalidateasegment.IfyoudonotspecifyaValueSet
thenausercanenteranyalphanumericvalueuptoalimitof150characters.
Note:UsetheDefineKeyFlexfieldSegmentsform.
3.DefineJobFlexfieldSegmentValues
IfyouhavechosenIndependentorDependentvalidationforaValueSetusedbyaJob
FlexfieldSegment,youmustdefineyourlistofvalidvaluesfortheValueSet.
Note:UsetheDefineSegmentValuesform.
4.DefineJobFlexfieldCrossValidationRules
DefineanyCrossValidationRulesyouwanttousetocontrolthecombinationsof
segmentvalueswhichausercanenter.
YoudefineRulestoIncludeorExcludecombinationsofsegmentvalues.Foreach
segment,youcandefineaLowtoHighrangeofvalues.
Note:UsetheDefineCrossValidationRuleform.
5.DefineJobFlexfieldAliases
DefineAliasesforcommoncombinationsofsegmentvaluesifyouwanttoprovidethese
asdefaultoptions.
Note:UsetheDefineShorthandAliasesform.
6.FreezeandCompileYourJobFlexfieldStructure
YouarenowreadytofreezeyourJobFlexfielddefinition.NavigatetotheDefineKey
FlexfieldSegmentswindow.EnterYesintheFreezeFlexfieldDefinitionfieldandsave
yourchanges.OracleHumanResourceManagementSystemsnowfreezesandcompiles
yourJobFlexfielddefinition.CompilingtheflexfielddefinitionenablestheJobFlexfield
windowwiththedefaults,valuesandrulesthatyouhavedefined.
7.RunCreateKeyFlexfieldDatabaseItemsprocess
IfyouwanttomakeuseoftheindividualsegmentsoftheflexfieldasseparateDatabase
ItemsyoucanrunthisconcurrentprocessfromtheSubmitaNewRequestwindow.The
onlyparameterassociatedwiththisprocessistheKeyFlexfieldName.
Note:UsetheSubmitaNewRequestform.
See: Running Oracle Applications Reports and Programs
Step3DefinePositionFlexfield
Oracle Human Resource Management Systems for recording and reporting Position
information in your enterprise, the implementation sequence which you follow is:
1.DefinePositionFlexfieldValueSets
anyotherflexfield.
2.DefinePositionFlexfieldSegments
DefineastructureforyourPositionFlexfieldwhichcontainsthesegmentsyouwantto
useforyourBusinessGroup.YouwillusethisstructuretocreateyouruniquePosition
NamesinthePositionwindow.
abletocreatenewpositionnamecombinationsinthePositionwindow.
3.DefinePositionFlexfieldSegmentValues
IfyouhavechosenIndependentorDependentvalidationforaValueSetusedbya
PositionFlexfieldSegment,youmustdefineyourlistofvalidvaluesfortheValueSet.
4.DefinePositionFlexfieldCrossValidationRules
5.DefinePositionFlexfieldAliases
asdefaultoptions.
6.FreezeandCompileYourPositionFlexfieldStructure
YouarenowreadytofreezeyourPositionFlexfielddefinition.NavigatetotheDefine
KeyFlexfieldSegmentswindow.EnterYesintheFreezeFlexfieldDefinitionfieldand
saveyourchanges.OracleHumanResourceManagementSystemsnowfreezesand
compilesyourPositionFlexfielddefinition.Compilingtheflexfielddefinitionenablesthe
PositionFlexfieldwindowwiththedefaults,valuesandrulesthatyouhavedefined.
Step4DefineGradeFlexfield
Oracle Human Resource Management Systems for recording and reporting Grade
information in your enterprise, the implementation sequence which you follow is:
1.DefineGradeFlexfieldValueSets
anyotherflexfield.
2.DefineGradeFlexfieldSegments
DefineastructureforyourGradeFlexfieldwhichcontainsthesegmentsyouwanttouse
foryourBusinessGroup.YouwillusethisstructuretocreateyouruniqueGradeNames
intheGradeswindow.
abletocreatenewgradenamecombinationsintheGradeswindow.
3.DefineGradeFlexfieldSegmentValues
GradeFlexfieldSegment,youmustdefineyourlistofvalidvaluesfortheValueSet.
4.DefineGradeFlexfieldCrossValidationRules
5.DefineGradeFlexfieldAliases
asdefaultoptions.
6.FreezeandCompileYourGradeFlexfieldStructure
YouarenowreadytofreezeyourGradeFlexfielddefinition.NavigatetotheDefineKey
FlexfieldSegmentswindow.EnterYesintheFreezeFlexfieldDefinitionfieldandsave
yourchanges.OracleHumanResourceManagementSystemsnowfreezesandcompiles
yourGradeFlexfielddefinition.CompilingtheflexfielddefinitionenablestheGrade
Flexfieldwindowwiththedefaults,valuesandrulesthatyouhavedefined.
Step5DefinePeopleGroupFlexfield
See: Representing Other Employee Groups
People Group information is associated with employee assignments and is used to
identify special groups of employees in your enterprise, such as members of a union.
Warning:InOracleHRMSyoumustdefineatleastonesegmentforthePeopleGroupKey
Flexfield.
Ifyoudonot,youwillnotbeabletousetheAssignmentwindowforemployeesorapplicants.
Oracle HRMS for recording and reporting People Group information in your enterprise,
the implementation sequence you follow is:
1.DefinePeopleGroupFlexfieldValueSets
anyotherflexfield.
2.DefinePeopleGroupFlexfieldSegments
DefineastructureforyourPeopleGroupFlexfieldwhichcontainsthesegmentsyou
wanttouseforyourBusinessGroup.YouwillusethisstructuretoenterPeopleGroup
detailsintheAssignmentwindow.
abletoenterPeopleGroupinformationintheAssignmentwindow.
3.DefinePeopleGroupFlexfieldSegmentValues
PeopleGroupFlexfieldSegment,youmustdefineyourlistofvalidvaluesfortheValue
Set.
4.DefinePeopleGroupFlexfieldCrossValidationRules
5.DefinePeopleGroupFlexfieldAliases
asdefaultoptions.
6.FreezeandCompileYourPeopleGroupFlexfieldStructure
YouarenowreadytofreezeyourPeopleGroupFlexfielddefinition.Navigatetothe
DefineKeyFlexfieldSegmentswindow.EnterYesintheFreezeFlexfieldDefinitionfield
andsaveyourchanges.OracleHumanResourceManagementSystemsnowfreezesand
compilesyourPeopleGroupFlexfielddefinition.Compilingtheflexfielddefinition
enablesthePeopleGroupFlexfieldwindowwiththedefaults,valuesandrulesthatyou
havedefined.

Step6DefineCostAllocationFlexfield
Cost Allocation information is normally used to record the details of employee costing
associated with payroll results. If you have installed Oracle Payroll, you can accumulate
the costs associated with your payroll results and transfer these to your General Ledger
system. If you have not installed Oracle Payroll you can use the costing flexfield to enter
your cost allocation information.
See: Costing in Oracle HRMS
Warning:InOracleHRMSyoumustdefineatleastonesegmentfortheCostAllocationKey
Flexfield.Ifyoudonot,youwillexperienceproblemsusingformswiththeflexfieldwindow.
After you have specified your requirements to take best advantage of the flexibility for
recording and reporting costing information in your enterprise, the implementation
sequence which you follow is:
1.DefineCostAllocationFlexfieldValueSets
anyotherflexfield.
2.DefineCostAllocationFlexfieldSegmentsandQualifiers
DefineastructureforyourCostAllocationFlexfieldwhichcontainsthesegmentsyou
wanttouseforyourBusinessGroup.Youwillusethisstructuretoenteryourpayroll
costingdetailsinOracleHRMS.
abletoenterCostingdetailsanywhereonthesystem.
TheonlykeyflexfieldinOracleHRMSwhichmakesuseofQualifiersistheCost
AllocationFlexfield.YouuseSegmentQualifierstocontrolthelevelatwhichcosting
informationcanbeenteredtothesystem.EachQualifierdeterminesthelevelatwhich
costinginformationcanbeentered.Therearesixpossiblechoicesforeachsegment:
Qualifier Effectonwindow
Payroll EntersegmentvaluesinthePayrollwindow.
Link EntersegmentvaluesintheElementLinkwindow.
Balancing EnterbalancingsegmentvaluesintheElementLinkwindow.
Organization EntersegmentvaluesintheCostingInformationwindowfortheOrganization.
Assignment EntersegmentvaluesintheCostingwindowfortheassignment.
Entry EntersegmentvaluesintheElementEntrieswindow.
Table11.
3.DefineCostAllocationFlexfieldSegmentValues
IfyouhavechosenIndependentorDependentvalidationforaValueSetusedbyaCost
AllocationFlexfieldSegment,youmustdefineyourlistofvalidvaluesfortheValueSet.
4.DefineCostAllocationFlexfieldCrossValidationRules
5.DefineCostAllocationFlexfieldAliases
asdefaultoptions.
6.FreezeandCompileYourCostAllocationFlexfieldStructure
YouarenowreadytofreezeyourCostAllocationFlexfielddefinition.Navigatetothe
DefineKeyFlexfieldSegmentswindow.EnterYesintheFreezeFlexfieldDefinitionfield
andsaveyourchanges.OracleHRMSnowfreezesandcompilesyourCostAllocation
Flexfielddefinition.CompilingtheflexfielddefinitionenablestheCostAllocation
Flexfieldwindowwiththedefaults,valuesandrulesthatyouhavedefined.
DefineDescriptiveFlexfields
See:
User Definable Descriptive Flexfields
Oracle Applications Flexfields Guide
Step7SpecifyDescriptiveFlexfieldContextsforAdditionalDetails
Use descriptive flexfields in Oracle HRMS to define your own additional fields to the
standard windows. For example, if you want to record Driver's License Number for any
person you can define a segment of the Additional Personal Details flexfield to record
this additional information.
After this, you can enter a Driver's License Number in the Person window after the
standard Personal details.
Warning:Thedescriptiveflexfieldisdefinedatthelevelofthebasetable.Thismeansthatany
windowwhichusesthebasetablewilldisplaythesamedescriptiveflexfieldsegments.Inthis
example,theDriver'sLicenseNumberwillappearintheContactwindow,aswellasthePerson
window.
Before you begin to implement any descriptive flexfield you must clearly specify your
requirements. You must include the following details:
o TheContextandthenumberofSegmentsforeachContext
o TheFlexfieldSegmentNames,OrderandValidationOptions
o TheFlexfieldValueSetstobeusedandanylistsofvalues
YoucandefinetwotypesofdescriptiveflexfieldSegments:
o GlobalSegments
Segmentsalwaysappearintheflexfieldwindow.
o ContextSensitiveSegments
Segmentsappearonlywhenadefinedcontextexists.Youcanpromptauserto
enterthecontext,oryoucanprovidethecontextautomaticallyfroma
referencefieldinthesameregion.
Suggestion:Oftenyoucanchoosebetweenusingacode,a'basetable'field,andafieldwhich
containsameaningordescription.Youshouldalwaysusebasetablefieldsasreferencefields
forContextSensitivesegments.Thesefieldsusuallyhavethesamenameasthecolumninthe
basetable.
SomeoftheStandardReportssuppliedwiththesystemincludedescriptivesegmentvalues.If
youfollowthissuggestion,thesereportswillbeabletousethepromptsyoudefineotherwise
theywillapplyagenericprompttothedata.
Attention:IfyouwanttoincludedescriptiveflexfieldSegmentValuesinthelistofValuesfor
DateTrackHistoryyouwillneedtomodifytheDateTrackHistoryViewsthataresuppliedwith
thesystem.
See:OracleHRMSTechnicalReferenceManual
Step8DefineDescriptiveFlexfields
The sequence which you follow to implement each descriptive flexfield is:
o RegisteranyfieldinthesameblockofthewindowastheContextReference
Field.Thisfieldwillsupplythecontextforanycontextsensitivesegments.
o DefineFlexfieldValuesSets
o DefineDescriptiveFlexfieldSegments
o DefineFlexfieldSegmentValues
o RuntheCreateDescriptiveFlexfieldsDatabaseItemsProcess
Thesubstepsthatfollowshowyouhowtoperformallthesesteps.
1.RegisteraReferenceField
YoumustusetheApplicationDeveloperResponsibilitytoupdatethedefinitionofthe
descriptiveflexfield.
Note:UsetheRegisterDescriptiveFlexfieldsform.
o Querytheflexfieldyouwanttoupdate.
o NavigatetotheReferenceFieldsblockandenterthenameoftheReference
Fieldyouwanttouse.
o Saveyourchoices.
Warning:Somedescriptiveflexfieldsarepredefinedandprotected.Theseareusedtodealwith
specificlegislativeandreportingneedsofindividualcountriesorindustries.
Donotattempttoalterthedefinitionsoftheseprotectedflexfields.Thesedefinitionsarea
fundamentalpartofOracleHRMS.Anychangetothemmayleadtoerrorsintheoperatingof
thesystem.
ItispossiblethatOracleHRMSwilluseothersegmentsoftheseflexfieldsinthefuture.
Therefore,donotaddsegmentstoanyprotectedflexfield.Thiscanaffectyourabilityto
upgradeyoursysteminthefuture.
2.DefineFlexfieldValueSets
o TheattributesoftheValueSetwillcontrolthetypeofvaluesthatcanbe
entered,andhowmanycharacterseachsegmentcanhold.
o TheattributesoftheValueSetwillalsocontrolhowthevaluesaretobe
validated.
Note:ValueSetscanbesharedbydifferentsegmentsofthesameflexfield,orbysegmentsof
anyotherflexfield.
3.DefineDescriptiveFlexfieldSegments.
DefinethesegmentsofyourdescriptiveflexfieldforeachContext.
o UseGlobalContexttodefineanysegmentswhichwillalwaysappearinthe
flexfieldwindow.
o EnteryourownContextNametodefinesegmentswhichwillappearonlyfor
thatcontext.
Freezeandcompileyourdescriptiveflexfielddefinitions.
Note:UsetheDefineDescriptiveFlexfieldSegmentsform.
Warning:Ifyoudefineasegmentas'Required',itwillberequiredforeveryrecordonthe
system.Therearetwocommonproblemsyoucanencounter:
Ifyoudefinea'Required'segmentafteryouhaveenteredrecords:
Existingrecordswillnothaveanyvalueinthissegmentandthesystem
willpromptyouwithanerrorwhenyouqueryanexistingrecord.
Somedescriptiveflexfieldsareusedinmorethanoneblock.For
example,any'Required'segmentsforAdditionalPersonalDetailsmust
beenteredforeveryEmployee,ApplicantorContact.
4.DefineFlexfieldSegmentValues
IfyouhavechosenIndependentvalidationforaValueSetusedbyadescriptiveflexfield
Segment,youmustdefinealistofvalidvaluesfortheValueSet.
5.RunCreateDescriptiveFlexfieldsDatabaseItemsProcess
WhenyouhavedefinedyourdescriptiveflexfieldsyoushouldruntheCreateDescriptive
FlexfieldsDatabaseItemsprocesstocreatedatabaseitemsforyournoncontext
sensitivedescriptiveflexfieldsegments.

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Implement Oracle HRMS Checklists

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HRMSImplementationChecklistsfromOracle

Oracle Applications E-Business Suite

Work Structures Checklist

Define Input Value Validation

o 44 Register Special Info Types for the Business Group

Absence Management /Accruals of Paid Time Off (PTO)

o 92 Define HR User Profile Options

See: Running Oracle Applications Reports and Programs

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