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Activity Guide

D60565GC10

Edition 1.0

October 2010

D69204

Oracle University and Egabi Solutions use only

R12.x Oracle HRMS Work


Structures Fundamentals Activity Guide US

This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and
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Author
Gowri Arur
Technical Contributors and Reviewers
Leanne Wilborn
This book was published using:

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Disclaimer

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


R12.x Oracle HRMS Work Structures Fundamentals Activity Guide - US .................................................1-3
Objectives ......................................................................................................................................................1-4
Overview of Enterprise Work Structures.......................................................................................................1-5
Understanding Work Structure Components 1 ..............................................................................................1-6
Understanding Work Structure Components 2 ..............................................................................................1-7
Understanding Work Structure Components 3 ..............................................................................................1-8
Setting Up Enterprise Work Structures .........................................................................................................1-9
Practice - Hiring Yourself into Vision Corporation...................................................................................1-10
Solution - Hiring Yourself into Vision Corporation ..................................................................................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 Key Flexfield................................................................................................1-26
Solution - Defining Position Key Flexfield ...............................................................................................1-27
Practice - Defining Job Key Flexfield .......................................................................................................1-29
Solution - Defining Job Key Flexfield.......................................................................................................1-30
Practice - Defining Grade Key Flexfield ...................................................................................................1-32
Solution - Defining Grade Key Flexfield...................................................................................................1-33
Practice - Defining Cost Allocation Key Flexfield....................................................................................1-35
Solution - Defining Cost Allocation Flexfield...........................................................................................1-36
Practice - Defining People Group Key Flexfield .......................................................................................1-38
Solution - Defining People Group Flexfield..............................................................................................1-39
Practice - Defining Personal Analysis Key Flexfield ................................................................................1-41
Solution - Defining Personal Analysis Key Flexfield................................................................................1-42
Practice - Defining Competence Key Flexfield .........................................................................................1-45
Solution - Defining Competence Key Flexfield ........................................................................................1-46
Creating a Business Group and User Access.................................................................................................1-48
Practice - Creating a Business Group ........................................................................................................1-49
Solution - Creating a Business Group........................................................................................................1-50
Practice - Granting Users Access to a Business Group and Creating Responsibilities..............................1-54
Solution - Granting Users Access to a Business Group and Creating Responsibilities .............................1-55
Practice - Testing Application User...........................................................................................................1-58
Solution - Testing Application User ..........................................................................................................1-59
Practice - Enabling Special Information Types .........................................................................................1-60
Solution - Enabling Special Information Types.........................................................................................1-61
Creating Locations.........................................................................................................................................1-62
Practice - Creating Locations.....................................................................................................................1-63
Solution - Creating Locations ....................................................................................................................1-64
Creating Organizations ..................................................................................................................................1-66
Practice - Updating the Organization Business Group Information ..........................................................1-67
Solution - Updating the Organization Business Group Information..........................................................1-68
Practice - Defining Additional Organizations............................................................................................1-72
Solution - Defining Additional Organizations...........................................................................................1-73
Practice - Defining an Organization Hierarchy..........................................................................................1-75
Solution - Defining an Organization Hierarchy.........................................................................................1-77
Representing Financial Reporting Structures ................................................................................................1-79
Guided Demonstration - Overview of Representing Financial Reporting Structures................................1-80
Representing Government Reporting Structures (US)...................................................................................1-87
Practice - Running the EEO1 Report.........................................................................................................1-88
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Table of Contents

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Solution - Running the EEO1 Report ........................................................................................................1-89


Practice - Creating Establishment Hierarchies...........................................................................................1-90
Solution - Creating Establishment Hierarchies..........................................................................................1-91
Representing Grades, Jobs and Positions ......................................................................................................1-92
Practice - Defining Grades.........................................................................................................................1-93
Solution - Defining Grades........................................................................................................................1-94
Practice - Defining Grade Rates ................................................................................................................1-95
Solution - Defining Grade Rates................................................................................................................1-96
Practice - Defining Jobs.............................................................................................................................1-97
Solution - Defining Jobs ............................................................................................................................1-98
Practice - Defining Work Choices for Jobs ...............................................................................................1-100
Solution - Defining Work Choices for Jobs...............................................................................................1-101
Practice - Defining Positions .....................................................................................................................1-102
Solution - Defining Positions.....................................................................................................................1-103
Position Hierarchies.......................................................................................................................................1-105
Practice - Defining a Position Hierarchy ...................................................................................................1-106
Solution - Defining a Position Hierarchy...................................................................................................1-107
Practice - Entering a New Employee in Your Business Group .................................................................1-110
Solution - Entering a New Employee in Your Business Group.................................................................1-111
Mass Move Updates ......................................................................................................................................1-113
Instructor Task - Entering Employees for Mass Move of Positions ..........................................................1-114
Guided Demonstration - Creating a Mass Move of Positions....................................................................1-116
Understanding Checklists ..............................................................................................................................1-118
Guided Demonstration - Setting Up Checklists.........................................................................................1-119
Setting Up Workers Compensation (US).......................................................................................................1-123
Practice - Defining Workers Compensation Rates and Codes...................................................................1-124
Solution - Defining Workers Compensation Rates and Codes ..................................................................1-125
Setting Up Enterprise Work Structures Conclusion ......................................................................................1-128
Additional Practices and Guided Demonstrations .........................................................................................1-129
Practice - Reviewing Lookup Values ........................................................................................................1-130
Solution - Reviewing Lookup Values........................................................................................................1-131
Practice - Reviewing a Descriptive Flexfield Example .............................................................................1-132
Solution - Reviewing a Descriptive Flexfield Example.............................................................................1-133
Practice - Reviewing EIT Setup.................................................................................................................1-136
Solution - Reviewing EIT Setup................................................................................................................1-137
Guided Demonstration - Defining Assignment Statuses ...........................................................................1-138
Practice - Defining Person Types ..............................................................................................................1-140
Solution - Defining Person Types..............................................................................................................1-141
Guided Demonstration - Defining Organizations, Jobs and Positions through Configuration Workbench
...................................................................................................................................................................1-142

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.

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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

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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
Interface elements
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]

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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
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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.

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Typographical Conventions in Oracle Application Help System Paths

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Chapter 1

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Objectives

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Chapter 1 - Page 4

There are no Practices and Demonstrations in this Chapter.

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Overview of Enterprise Work Structures

There are no Practices and Demonstrations in this Chapter.

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Understanding Work Structure Components 1

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Understanding Work Structure Components 2

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Understanding Work Structure Components 3

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Setting Up Enterprise Work Structures

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Chapter 1 - Page 9

Overview
In this practice, you will create an employee in the Vision Corporation 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.

Screenshots displayed in the practice solution reflect a US responsibility. Details of the


page can change according to the responsibility selected.

Tasks
Signing on to the Personal Home Page
Use the following information to sign on to the Personal Home Page:

Username: HRMS

Password: WELCOME

Responsibility: US Super 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

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Practice - Hiring Yourself into Vision Corporation

Entering a New Employee Using the People Window


Responsibility = US Super HRMS Manager
1.

Log in to Oracle HRMS as HRMS/WELCOME and use the US Super HRMS Manager
responsibility.

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, specify the information in the following table to hire an employee. If
you receive a message Potential Duplicate choose No match
Field

7.

Value

Last

xxSmith

First

John

Gender

Male

Action

Create Employment

Social Security

Any unique ID in the format 999-999999

Birth Date

02-JUN-1978

Save your work.

Entering Address Information


8.

Click the Address button and select the Address field.

9.

Enter the following address information:

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Solution - Hiring Yourself into Vision Corporation

Value

Address Line 1

500 Main Street

City

Pewaukee

State

WI

Zip Code

53072

County

Waukesha

10. Save your work and close the Address window.


Entering Assignment Information
11. Click the Assignment button on the People window.
12. In the Assignment window, ensure that the following information is available:
Organization = Vision Corporation
Status = Active Assignment
Assignment Number
13. Click the Statutory Information tab.
14. Click the field in the tabbed region to display the GREs and other data dialog box.
15. Select Vision Corporation as the Government Reporting Entity in the GREs and other data
window. Accept the default schedule.
16. Click OK.
17. Save your work and close all the windows.

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Field Name

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Defining Key Flexfields

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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

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
Define value sets for:
Job Key Flexfield
Position Key Flexfield
Grade Key Flexfield
People Group Key Flexfield
Personal Analysis Key Flexfield
Competence Key Flexfield

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Practice - Defining Value Sets

Responsibility = System Administrator


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: XXJob Code (where XX is your unique PC number)
Description: XXJob Code
List Type: List of Values (Default)
Security Type: No Security (Default)
Format Type: Char
Maximum Size: 20
Validation Type: 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)
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Solution - Defining Value Sets

12. Place the cursor in the Value Set Name field and click the New Record Icon (+).
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: XXRegion (where XX is your unique PC number)
Description: XXRegion
List Type: List of Values (Default)
Security Type: No Security (Default)
Format Type: Char
Maximum Size: 20
Validation Type: 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: XXGrade Name (where XX is your unique PC number)
Description: XXGrade Name
List Type: List of Values (Default)
Security Type: No Security (Default)
Format Type: Char
Maximum Size: 30
Validation Type: Independent
16. Save your work (Ctrl + S) and Click the New Record Icon (+)
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:
List of Values (Default)
Security Type:
No Security (Default)
Format Type:
Char
Maximum Size:
2
Numbers Only
Check this box
Min Value:
01
Max Value:
12
Validation Type:
None
18. Save your work (Ctrl + S) and Click the New Record Icon (+).
Defining Value Sets for the People Group Key Flexfield
19. Define a new value set for the Union Name segment using the following details:
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11. Save your work (Ctrl + S).

Value Set Name:


Description:
List Type:
Security Type:
Format Type:
Maximum Size:
Validation Type:

XXUnion Name (where XX is your unique PC number)


XXUnion Name
List of Values (Default)
No Security (Default)
Char
20
Independent

20. Save your work (Ctrl + S) and Click the New Record Icon (+).
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:
List of Values (Default)
Security Type:
No Security (Default)
Format Type:
Char
Maximum Size:
15
Validation Type:
Independent
23. Save your work (Ctrl + S) and Click the New Record Icon (+).
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:
List of Values (Default)
- Security Type:
No Security (Default)
- Format Type:
Char
- Maximum Size:
15
- Validation Type:
Dependent
25. Choose the Edit Information button to set up the dependency information in the Dependent
Value Set Information window.
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).
29. Save your work (Ctrl + S) and Click the New Record Icon (+).
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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:
List of Values (Default)
Security Type:
No Security (Default)
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:
List of Values (Default)
Security Type:
No Security (Default)
Format Type:
Char
Maximum Size:
15
Validation Type:
Dependent
33. Save your work (Ctrl + S).
34. Choose the Edit Information button to set up the dependency information in the Dependent
Value Set Information window.
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.

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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

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
In the practice, define segment values for value sets of:
Job Key Flexfield
Position Key Flexfield
Grade Key Flexfield
People Group Key Flexfield
People Group Key Flexfield
Personal Analysis Key Flexfield
Competence Key Flexfield

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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 and then click 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
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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 12 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:

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13. In the Values region (Value, Effective tab), uncheck the Enabled flag for the default value,
Disable

Description

xxNorth

North

xxSouth

South

xxEast

East

xxWest

West

23. Save your work (Ctrl + S).


24. When finished, move cursor back to the Value Set name field, and click the Find icon
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.
27. Select the Find button.
28. In the Values, Effective (Tab) region, enter the following information:
Values

Description

XXEXEC

Executive

XXMGR

Managerial

XXSA

Sales

XXCL

Clerical

29. Save your work (Ctrl + S).


30. When finished, move cursor back to the Value Set name field, and click the Find icon.
Update Segment Values for the People Group Key Flexfield Value Set
31. From the Find Value Set window, in the Find Values By field, choose Value Set
32. In the Name field, choose Demo_HR_Teams
33. Select the Find button.
34. Scroll to the Values, Effective (Tab) region
35. Place cursor in the Value field, choose a new record to enter the following information:
Values: PCXX
Description: TeamXX
36. Save your work (Ctrl + S).
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Values

Defining Segment Values for the People Group Key Flexfield


38. From the Find Value Set window, in the Find Values By field, choose Value Set
39. In the Name field, choose XXUnion Name
40. Select the Find button.
41. In the Values, Effective (Tab) region, enter the following information:
Values

Description

xxIBEW

IBEW

xxUSUW

USUW

xxNon-Union

Non-Union

42. Save your work (Ctrl + S).


43. When finished, move cursor back to the Value Set name field, and click the Find icon.
Defining Segment Values for the Personal Analysis Key Flexfield Value Set
44. From the Find Value Set window, in the Find Values By field, choose Value Set
45. In the Name field, choose XXCar Make.
46. Select the Find button.
47. In the Values, Effective (Tab) region, enter the following information:
Values

Description

XXChevrolet

Chevrolet

XXFord

Ford

48. Save your work (Ctrl + S).


49. When finished, move cursor back to the Value Set name field, and click the Find icon
Defining Segment Values for the Dependent Segment, XXChevrolet and XXFord
50. In the Name field, choose XXCar Model
51. Choose the Find button.

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

53. Save your work.


Note: Cursor should be in the Values region (Value, Effective tab)
54. In a new line, enter the following information:
Values

Description

xxNeon

Neon

xxMalibu

Malibu

55. Save your work.


56. Place your cursor in the Independent Value field and use the down arrow to find XXFORD.
57. Place your cursor in the Values, Effective region.
58. In a new line, enter the following information:
Values

Description

xxEscort

Escort

xxTauras

Tauras

59. Save your work.


60. When finished, move cursor back to the Value Set name field, and click the Find icon
Defining Segment Values for the Competence Key Flexfield Value Set
61. From the Find Value Set window, in the Find Values By field, choose Value Set.
62. In the Name field, choose XXSkill.
63. Select the Find button.
64. In the Values, Effective (Tab) region, enter the following information:

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52. The Independent Value of XXChevrolet is visible. In the Values region, uncheck the
Enabled flag for the default value.

Description

XXAnalysis

Analysis

XXTechnical

Technical

XXFunctional

Functional

65. Save your work (Ctrl + S).


66. When finished, move cursor back to the Value Set name field, and click the Find icon
67. From the Find Value Set window, in the Find Values By field, choose Value Set
68. In the Name field, choose XXLevel.
69. Select the Find button.
70. The Independent Value of XXAnalysis is visible. In the Values region, uncheck the Enabled
flag for the default value, None.
71. Save your work.
72. Add ALL the values and descriptions show below for each of the Independent Skill Values
as shown in the table:
Values

Description

Entry

Proficient

Expert

73. Save your work (Ctrl + S). A note appears about requests submitted to compile value set
hierarchies. Click OK.

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Values

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

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
Create a position key flexfield structure with Position Name and Position Region segments.

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Practice - Defining Position Key Flexfield

Responsibility = System Administrator


1.

Log in to Oracle Applications using hrms/welcome.

2.

Navigate to the Key Flexfield Segments window using the System Administrator
responsibility:

(N) Application > Flexfield > Key > Segments

3.

Press F11 to enter query

4.

In the Flexfield Title field, enter Position% to search for Position Flexfield.

5.

Press CTRL+F11 to execute the 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 a 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.
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Solution - Defining Position Key Flexfield

17. Verify that the Enabled and Displayed check boxes are checked to ensure this segment is
available in the key flexfield structure.
18. Select the Open button to open the Segments Detail window.
19. Uncheck the Required check box to make this field Optional when entering data.
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.

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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)
Column: SEGMENT2 (column in table to store value)
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. This Job 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

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
Defining the Job Key Flexfield Structure
Navigate to the Key Flexfield Segments window and define the XXJOB_FF code. Add the Job
Name and Job Code segments.

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Practice - Defining Job Key Flexfield

Responsibility = System Administrator


1.

Log in to Oracle Applications using hrms/welcome.

2.

Navigate to the Key Flexfield Segments window using the System Administrator
responsibility:

(N) Application > Flexfield > Key > Segments

3.

Press F11 to enter 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.

Click in an existing structure and choose the New icon from the menu bar.

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.

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: Job Name

Window Prompt: Job Name (defaults from the Name field-you can change)

Column: SEGMENT1 (column in table to store value)

Value Set:
XXJob Name (provides the LOV for this segment)
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.
16. In a new record, enter or select the following information for Segment 2:

Number: 2 (this segment will appear second)

Name: Job Code


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Solution - Defining Job Key Flexfield

Window Prompt: Job Code (defaults from the Name field-you can change)
Column: SEGMENT2 (column in table to store value)
Value Set:
XXJob Code (provides the LOV for this segment)

17. Verify that the Enabled and Displayed check boxes are checked to ensure this segment is
available in the key flexfield structure.
18. Select the Open button to open the Segments Detail window.
19. Uncheck the Required check box to make this field Optional when entering data.
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 Job key flexfield structure. Click OK to both
Compile messages.
23. Close the Key Flexfield Segments window.

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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.
This Grade 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

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
Defining Grade Key Flexfield
Define the XXGRADE_FF grade structure with two segments Grade Name and Grade Level.

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Practice - Defining Grade Key Flexfield

Responsibility = System Administrator


1.

Log into Oracle Applications using hrms/welcome.

2.

Navigate to the Key Flexfield Segments window using the System Administrator
responsibility:
(N) Application > Flexfield > Key > Segments

3.

Press F11 to enter query.

4.

In the Flexfield Title field, enter Grade% to search for the Grade Flexfield.

5.

Press CTRL+F11 to execute the query. 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 XXGRADE_FF, then tab. (XX is your unique group id). 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: Grade Name
Window Prompt: Grade Name (defaults from Name field- you can change)
Column: SEGMENT1 (column in table to store value)
Value Set: XXGrade Name (provides the LOV for this segment)
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.
16. In a new record, enter or select the following information for Segment 2:
Number: 2 (this segment will appear second)
Name: Grade Level
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Solution - Defining Grade Key Flexfield

17. Verify that the Enabled and Displayed check boxes are checked to ensure this segment is
available in the key flexfield structure.
18. Select the Open button to open the Segments Detail window.
19. Uncheck the Required check box to make this field Optional when entering data.
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 Grade key flexfield structure. Click OK to both
Compile messages.
23. Close the Key Flexfield Segments window.

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Window Prompt: Grade Level (defaults from Name field)


Column: SEGMENT2 (column in table to store value)
Value Set: XXGrade Level

Overview
In this practice, you will learn how to define a structure and segments for the Cost Allocation key
flexfield for your business group. This Cost Allocation Key Flexfield is owned by Payroll.

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
Defining the Cost Allocation Key Flexfield
Create a new Cost Allocation key flexfield structure with segments and flexfield qualifiers.

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Practice - Defining Cost Allocation Key Flexfield

Responsibility = System Administrator


1.

Log in to Oracle Applications using hrms/welcome.

2.

Navigate to the Key Flexfield Segments 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 Cost% to search for the Cost Allocation Flexfield.

5.

Press CTRL+F11 to execute query. 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 XXCOST_ALLOC_FF, then tab. (XX is your unique group id). 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. Add segments as given in the following table:
#

Name

Window
Prompt

Column

Value Set

1 Company Company SEGMENT1 Operations


Company

Displayed Enabled

Required (B)
Open

Yes

No

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

No
No
No

Yes
Yes

Note: To access the Required field you must click the Open button.

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Solution - Defining Cost Allocation 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


X

3 Account

4 SubAccount

5 Product

Element
Entry
X

Organization

Payroll

X
X
X

15. Save your work (Ctrl + S) and close the Segments Detail and Segments Summary windows.
16. Select the Freeze Flexfield Definition check box. Click OK to acknowledge the Caution
message.
17. Select the Compile button to compile your Cost Allocation key flexfield structure. Click OK
to both Compile messages.
18. Close the Key Flexfield Segments window.

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Adding Flexfield Qualifiers

Overview
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.
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

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
Create a People Group flexfield structure with the following segments: Union Name and Team
Name.

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Practice - Defining People Group Key Flexfield

Responsibility = System Administrator


1.

Log in to Oracle Applications using hrms/welcome.

2.

Navigate to the Key Flexfield Segments window using the System Administrator
responsibility:
(N) Application > Flexfield > Key > Segments

3.

Press F11 to enter query.

4.

In the Flexfield Title field, enter People% to search for the People Group Flexfield.

5.

Press CTRL+F11 to execute the query. 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 XXPEOPLE_GROUP_FF, then tab. (XX is your unique group id).
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: Union Name
Window Prompt: Union Name (defaults from Name field- you can change)
Column: SEGMENT1 (column in table to store value)
Value Set: XXUnion Name (provides the LOV for this segment)
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.
16. In a new record, enter or select the following information for Segment 2:
Number: 2 (this segment will appear second)
Name: Team Name
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Solution - Defining People Group Flexfield

17. Verify that the Enabled and Displayed check boxes are checked to ensure this segment is
available in the key flexfield structure.
18. Select the Open button to open the Segments Detail window.
19. Uncheck the Required check box to make this field Optional when entering data.
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 People Group key flexfield structure. Click OK
to both Compile messages.
23. Close the Key Flexfield Segments window.

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Window Prompt: Team Name (defaults from Name field- you can change)
Column: SEGMENT2 (column in table to store value)
Value Set: Demo_HR_Teams (provides the LOV for this segment)

Overview
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
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

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
Create a Personal Analysis Key flexfield structure with the following segments:
Car Make
Car Model
Registration
Lease Start Date

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Practice - Defining Personal Analysis Key Flexfield

Responsibility = System Administrator


1.

Log into Oracle Applications using hrms/welcome.

2.

Navigate to the Key Flexfield Segments window using the System Administrator
responsibility:

(N) Application > Flexfield > Key > Segments

3.

Press F11 to enter query.

4.

In the Flexfield Title field, enter Personal% to search for the Personal Analysis Flexfield.

5.

Press CTRL+F11 to execute the query. 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 XXCOMPANY_CAR_FF, then tab. (XX is your unique group id).
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: Car Make
Window Prompt: Car Make (defaults from Name field- you can change)
Column: SEGMENT1 (column in table to store value)
Value Set: XXCar Make (provides the LOV for this segment)
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.
16. In a new record, enter or select the following information for Segment 2:
Number: 2 (this segment will appear second)
Name: Car Model
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Solution - Defining Personal Analysis Key Flexfield

17. Verify that the Enabled and Displayed check boxes are checked to ensure this segment is
available in the key flexfield structure.
18. Choose the Open button to open the Segments Detail window.
19. Uncheck the Required check box to make this field Optional when entering data.
20. Save your work (Ctrl + S), and close the Segments window to return to the Segments
Summary window.
21. In a new record, enter or select the following information for Segment 3:
Number: 3 (this segment will appear third)
Name: Registration
Window Prompt: Registration (defaults from Name field)
Column: SEGMENT3 (column in table to store value)
Value Set: 15 Characters (Oracle seeded value)
22. Verify that the Enabled and Displayed check boxes are checked to ensure this segment is
available in the key flexfield structure.
23. Select the Open button to open the Segments Detail window.
24. Uncheck the Required check box to make this field Optional when entering data.
25. Save your work (Ctrl + S), and close the Segments window to return to the Segments
Summary window.
26. In a new record, enter or select the following information for Segment 4:
Number: 4 (this segment will appear fourth)
Name: Lease Start Date
Window Prompt: Lease Start Date (defaults from Name field)
Column: SEGMENT4 (column in table to store value)
Value Set: FND_DATE4_STANDARD (Oracle seeded value)
27. Verify that the Enabled and Displayed check boxes are checked to ensure this segment is
available in the key flexfield structure.
28. Select the Open button to open the Segments Detail window.
29. Uncheck the Required check box to make this field Optional when entering data.
30. Save your work (Ctrl + S) and close the Segments Detail and Segments Summary windows.

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Window Prompt: Car Model (defaults from Name field)


Column: SEGMENT2 (column in table to store value)
Value Set: XXCar Model (provides the LOV for this segment)

32. Select the Compile button to compile your Personal Analysis key flexfield structure. Click
OK to both Compile messages.
33. Close the Key Flexfield Segments window.

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31. Select the Freeze Flexfield Definition check box. Click OK to acknowledge the Caution
message.

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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. This Competence 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

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
Define a Competence Key flexfield structure with the Skill and Level segments.

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Practice - Defining Competence Key Flexfield

Responsibility = System Administrator


1.

Log in to Oracle Applications using hrms/welcome.

2.

Navigate to the Key Flexfield Segments 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 Competence% to search for the Competence Flexfield.

5.

Press CTRL+F11 to execute query. This retrieves all previously defined structures.

6.

Click in an existing structure and choose the New icon from the menu.

7.

In the Code Field, enter XXCOMPETENCE_FF, then tab. (XX is your unique group id).
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: Skill
Window Prompt: Skill (defaults from Name field- you can change)
Column: SEGMENT1 (column in table to store value)
Value Set: XXSkill (provides the LOV for this segment)
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.
16. Click the Flexfield Qualifiers button.
17. Check the Enabled check box for Default Attribute.

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Solution - Defining Competence Key Flexfield

19. In a new record, enter or select the following information for Segment 2:
Number: 2 (this segment will appear second)
Name: Level
Window Prompt: Level (defaults from Name field- you can change)
Column: SEGMENT2 (column in table to store value)
Value Set: XXLevel (provides the LOV for this segment)
20. Verify that the Enabled and Displayed check boxes are checked to ensure this segment is
available in the key flexfield structure.
21. Select the Open button to open the Segments Detail window.
22. Uncheck the Required check box to make this field Optional when entering data.
23. Save your work.
24. Click the Flexfield Qualifiers button.
25. Check the Enabled check box for Others.
26. Save your work (Ctrl + S) and close the Segments Detail and Segments Summary windows.
27. Select the Freeze Flexfield Definition check box. Click OK to acknowledge the Caution
message.
28. Select the Compile button to compile your Competence key flexfield structure. Click OK to
both Compile messages.
29. Close the Key Flexfield Segments window.

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18. Save your work (Ctrl + S), and close the Segments window to return to the Segments
Summary window.

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Creating a Business Group and User Access

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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

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
xxVision Inc started business on January 1, 2005 in New York. The warehouse in Wisconsin
supplies high quality womens and mens shoes to all the other Vision locations. xxVision Shoes,
located in Chicago, is the parent company for xxVision West in San Francisco, xxVision
Midwest in Chicago, and xxVision East in New York.
Create the XXVision Inc business group and define the following information:
Business Group
Budget Default Values
PTO Balance Type
EEO Report Details
Work Day Information

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Practice - Creating a Business Group

Defining Organization Information


Responsibility = US Super HRMS Manager
1.

Log in to Oracle Applications using hrms/welcome.

2.

Navigate to the Organization window using the US Super 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)

5.

Enter or select the following information:


Name:
XXVision Inc
Type:
Corporate Headquarters
From:
01-JAN-2005
Location:
(leave blank for now we will update later)
Internal/External
Internal

6.

Save your work (Ctrl + S).

Defining Business Group Information


7.

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


Name:
Business Group
Enabled:
Checked

8.

Save your work (Ctrl + S).

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 XXVis Inc.
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.
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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 States.
23. In the Currency field, choose USD.
24. In the Fiscal Year Start field, choose 01-JAN-2005.
25. In the Minimum Working Age field, enter 16.
26. In the Maximum Working Age, leave it blank.
27. Click OK to close the Business Group Info. window.
28. Save your work (Ctrl + S).
29. Click OK to close the Additional Organization Information window.
Defining Budget Value Defaults
30. With cursor on the Business Group organization classifications name field, click the Others
button.
31. Double-click the Budget Value Defaults selection.
32. Click the field to open the window, enter the following information.
33. In the Units field, choose Head Count.
34. In the Value field, enter 1.00.
35. Click OK to close the Budget Value Defaults window.
36. Place cursor on a new row.
37. Click the field to open the window, enter the following information.
38. In the Units field, choose Full Time Equivalent.
39. In the Value field, enter 1.00.
40. Click OK to close the Budget Value Defaults window.
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17. In the Group Flexfield Structure field, choose XXPEOPLE_GROUP_FF.

42. Click OK to close the Additional Organization Information window.


Defining PTO Balance Type
43. With cursor on the Business Group organization classifications name field, click the Others
button.
44. Double-click the PTO Balance Type selection.
45. Click the field to open the window, enter the following information.
46. In the Balance Type field, choose Date Paid.
47. Click OK to close the PTO Balance Type window.
48. Save your work (Ctrl + S).
49. Click OK to close the Additional Organization Information window.
Defining EEO Report Details
50. With cursor on the Business Group organization classifications name field, click the Others
button.
51. Double-click the EEO Report Details selection.
52. Click the field to open the window, enter the following information.
53. In the Report Selection field, choose EEO1.
54. Click OK to close the EEO Report Details window.
55. Save your work (Ctrl + S).
56. Click OK to close the Additional Organization Information window.
Defining Work Day Information
57. With cursor on the Business Group organization classifications name field, click the Others
button.
58. Double-click the Work Day Information selection.
59. Click the field to open the window, enter the following information.
60. In the Normal Start Time field, enter 09:00.
61. In the Normal End Time field, enter 17:00.
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41. Save your work (Ctrl + S).

63. In the Frequency field, choose Week.


64. Click OK to close the Work Day Information window.
65. Save your work (Ctrl + S).
66. Click OK to close the Additional Organization Information window.
67. Close the Organization window.

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62. In the Working Hours field, enter 35.000.

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Overview
In this practice, you will learn how to grant users access to a specific Business Group via a
Security Profile. The Security model in Oracle HRMS requires that you grant a user access to a
Business Group before you can define the detail information within that Business Group. A
View All Security Profile was automatically generated by the system when you created your
Business Group and this profile should be used for the balance of your set up.

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

Create a new responsibility

Define a new application user and assign responsibilities to the user

Set the appropriate profile options

Log in as the new user and verify the assigned responsibility

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Practice - Granting Users Access to a Business Group and


Creating Responsibilities

Creating a New Responsibility


Responsibility = System Administrator
1.

Log in to Oracle Applications using hrms/welcome.

2.

Navigate to the Responsibilities window using the System Administrator responsibility:

3.

4.

(N) Security > Responsibility > Define

Enter or select the following information:


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
US SHRMS NAVIGATOR
US 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 the System Administrator responsibility:

(N) Security > User > Define

6.

Enter or select the following information:


User Name: XXUSER ((where XX is your unique PC number)
Password : student (then press tab)
Password: student (to validate above entry then press tab)
Person: xxSmith, John
Description: enter your full name
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:
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Solution - Granting Users Access to a Business Group and


Creating Responsibilities

9.

Save your work (Ctrl + S) and close the Users window.

Assigning Security Profile


10. Navigate to the System Profile Values window using the System Administrator
responsibility:
(N) Profile > System
11. From the Find System Profile Values window select the following information:
Display

Level

Value

Unchecked

Site

Checked

Application

Human Resources

Checked

Responsibility

XX HRMS Manager

Checked

User

XXUSER

12. Check the Profiles with No Values check box.


13. In the Profile field, enter HR%Security Profile%.
14. Click the Find button.
15. Place cursor on HR: Security Profile.
16. Under the Responsibility column, select XXVision Inc.
Note: This is the View All - Security Profile that was automatically created when you
created your Business Group. Setting this value at the Responsibility will override any value
set at the Site level.
17. Save your work (Ctrl + S).
18. Click the Find icon (flashlight), enter HR:Business Group as the profile name and click
Find..
19. Under the Responsibility column, select XXVision Inc (this should have defaulted from
when you set the HR:Security Profile option).
20. Save your work.
21. Click the Find icon (flashlight), enter the HR:User Type profile.

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XX HRMS Manager
System Administrator (NOT System Administration)
US Super HRMS Manager

Note: This means that you can see and enter fields in all HRMS windows.
23. Close the window and return to the Navigator.
24. Use the following instructions to exit from Oracle Applications:
a.

Close the Navigator (F4) Click OK to Exit Oracle Applications.

b.

Close the Oracle Applications Microsoft Internet Explorer window

25. Close the Java Console window (if exists).

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22. Enter HR with Payroll User as the value for the responsibility.

Overview
This practice demonstrates your ability to test the results of creating application user.

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
Log in as the new user that you created in the earlier practice and verify the assigned
responsibilities.

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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.

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Solution - Testing Application User

Overview
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

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
Enable the XXCOMPANY_CAR_FF special information type.

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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 using the XX HRMS Manager
responsibility:

(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.

Select the following:


a.

Job

b.

Position

c.

Other

d.

Enabled

6.

Save your work.

7.

Close the Special Information Types window.

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Solution - Enabling Special Information Types

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Creating Locations

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Chapter 1 - Page 62

Overview
This practice demonstrates your ability to set up locations.

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
Your company has these locations with the following addresses. Create these locations:
Location
Name /
Description

Address
Style

Address
Line 1
(Street)

City

State

Zip Code

County

XXVision
NY

United
States

44 Apples
Way

New York

NY

10188

New York

XXVision
WI

United
States

540 Dairy
Way

Sheboygan

WI

53081

Sheboygan

XXVision
IL

United
States

959 North
Michigan
Avenue

Chicago

IL

60601

Cook

XXVisionCA

United
States

1 Front
Street

San
Francisco

CA

94105

San
Francisco

XXFL
Workers
Comp

United
States

3049 Ocean

Branford

FL

32008

Suwannee

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Practice - Creating Locations

Responsibility = XX HRMS Manager


1.

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


responsibility.

2.

Navigate to the Location window:

(N) Work Structures > Location

3.

Date Track to 01-JAN-2005 (even though Location is not date tracked).

4.

Check the Global check box (default).

5.

In the Name field, enter XXVisionNY

6.

In the Description field, enter XXVisionNY

7.

Choose the Address Details tab.

8.

In the Address Style field accept the default of United States.

9.

Click the Address field to open the Location Address window.

10. In the Address Line 1 (Street) field, enter 44 Apples Way.


11. In the City field, choose New York
12. In the States field, choose NY.
13. In the Zip Code field, enter 10188.
14. In the County field, choose New York.
15. In the Country field accept the default of United States.
16. Click OK to close the Location Address window.
17. Save your work (Ctrl + S).
18. Place cursor on the Name field and choose the new record icon.
19. Repeat the steps to enter the rest of the locations:

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Solution - Creating Locations

Address
Style

Address
Line 1
(Street)

City

State

Zip Code

County

XXVision
WI

United
States

540 Dairy
Way

Sheboygan

WI

53081

Sheboygan

XXVision
IL

United
States

959 North
Michigan
Avenue

Chicago

IL

60601

Cook

XXVisionCA

United
States

1 Front
Street

San
Francisco

CA

94105

San
Francisco

XXFL
Workers
Comp

United
States

3049 Ocean

Branford

FL

32008

Suwannee

20. Save your work (Ctrl + S) and close the Location window (F4).

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Location
Name /
Description

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Creating Organizations

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Overview
This practice demonstrates your ability to classify Business Group organizations. You classify an
organization to determine its purpose and use.

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
Updating Business Group Information
XXVision Inc 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.

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Practice - Updating the Organization Business Group Information

Responsibility = XX HRMS Manager


1.

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


responsibility.

2.

Navigate to the Organization window:

(N) Work Structures > Organization > Description.

3.

From the Find Organization window, in the Name field, choose XXVision Inc.

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-NY

7.

Save your work (Ctrl + S).

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.


11. Save your work (Ctrl + S).
Entering Employer Identification information
12. With cursor on the GRE / Legal Entity organization classifications name field click the
Others button.
13. Select Employer Identification.
14. Click the field to open the window and enter the following information.
15. In the Employer Identification Number field, enter 33-12782XX.
16. In the State Income Tax Withholding Rule field, choose All States.
17. Click OK to close the Employer Identification window.
18. Save your work (Ctrl-S).
19. Click OK to close the Additional Organization Information window.

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Solution - Updating the Organization Business Group Information

20. With cursor on the GRE / Legal Entity organization classifications name field click the
Others button.
21. Select EEO-1 Filing.
22. Click in the field to open the window and enter the following information.
23. In the EEO-1 Identification Number field, enter 1234545.
24. Click OK to close the EEO-1 Filing window.
25. Save your work (Ctrl-S).
26. Click OK to close the Additional Organization Information window.
Defining HR Organization Classification
27. Place the cursor in the Organization Classification field and add a new record.
28. In the Organization Classifications Name field, choose HR Organization.
29. Check the Enabled check box.
30. Save your work (Ctrl + S).
Entering Work Schedule information
31. With cursor on the HR Organization organization classifications name field click the
Others button.
32. Select Work Schedule.
33. Click the field to open the window, enter the following information:
In the Schedule Table field, choose COMPANY WORK SCHEDULES.
In the Schedule Name field, choose 1 Schedule: 8-8-8-8-8-0-0.
34. Click OK to close the Work Schedule window.
35. Save your work (Ctrl-S)
36. Click OK to close the Additional Organization Information window
Entering Costing Information
37. With cursor on the HR Organization organization classifications name field, click the
Others button.
38. Select Costing Information
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Entering EEO-1 Filing

40. In the Cost Center field, choose 710.


41. Click OK to close the XXCOST_ALLOC_FF window.
42. Save your work (Ctrl-S).
43. Click OK to close the Additional Organization Information window.
Entering Corporate Headquarters Organization Classification
44. Place cursor in the Organization Classification field and add a new record.
45. In the Organization Classifications Name field, choose Corporate Headquarters.
46. Check the Enabled check box.
47. Save your work (Ctrl + S).
Entering Reporting Establishment Organization Classification
48. Place cursor in the Organization Classification field and add a new record.
49. In the Organization Classifications Name field, choose Reporting Establishment
50. Check the Enabled check box.
51. Save your work (Ctrl + S).
Entering Establishment EEO-1 Filing information
52. With cursor on the Reporting Establishment organization classifications name field click
the Others button.
53. Select Establishment EEO-1 Filing.
54. Click the field to open the window, enter the following information:
In the Unit Number field, enter 34664
In the Reporting Name field, enter XXVis
In the SIC field, enter 05661
In the New Establishment field, choose Yes
55. Click OK to close the Establishment EEO-1 Filing window.
56. Save your work (Ctrl-S).
57. Click OK to close the Additional Organization Information window.
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39. Click the field to open the window and enter the following information.
Why does this one segment display in the XXCOST_ALLOC_FF structure?

58. With cursor on the Business Group organization classifications name field click the
Others button.
59. Select Reporting Categories.
60. Click the field to open the window, enter the following reporting categories information:
Reporting Categories
Fulltime-Regular
Parttime-Regular

61. Click OK to close the Reporting Categories window.


62. Save your work (Ctrl-S).
63. Click OK to close the Additional Organization Information window.
Entering Reporting Statuses
64. With cursor on the Business Group organization classifications name field click the
Others button.
65. Select Reporting Statuses.
66. Click the field to open the window, enter the following reporting statuses information:
Reporting Statuses: Active Assignment.
67. Click OK to close the Reporting Statuses window.
68. Save your work (Ctrl-S).
69. Click OK to close the Additional Organization Information window.
70. Close the Organization window (F4).

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Entering Reporting Categories

Overview
This practice demonstrates your ability to create and classify organizations.

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
Your company has internal organizations and one external organization that must be created:
XXVision Warehouse - Internal
XXVision Shoes - Internal
XXVision Midwest - Internal
XXVision East - Internal
XXVision West - Internal
XXFlorida Workers Compensation - External

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Practice - Defining Additional Organizations

Responsibility = XX HRMS Manager


1.

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


responsibility.

2.

Navigate to the Organization window:

(N) Work Structures > Organization > Description

3.

Date Track to 01-JAN-2005 (even though Organization is not date tracked).

4.

From the Find Organization window click the New button.

5.

Enter or select the following information:

6.

Name: XXVision Warehouse

Type: Division

From: 01-JAN-2005

Location: XXVision-WI

Internal/External: Internal Except as Noted

Save your work (Ctrl + S).

Defining HR Organization Information


7.

Place cursor in the Organization Classification region and add a new record.

8.

In the Name field, choose HR Organization.

9.

Check the Enabled check box

10. Save your work (Ctrl + S).


Entering Costing Information
11. With cursor on the HR Organization organization classifications name field, click the
Others button.
Note: (Others) represents there is additional information for the organization classification and
it can found by clicking the Others button for a specific Organization Classification.
12. Double-click Costing Information.
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Solution - Defining Additional Organizations

14. Select 100 Resources for the cost center.


15. Click Ok to close the XXCOST_ALLOC_FF window.
16. Save your work (Ctrl-S).
17. Click OK to close the Additional Organization Information window
18. Create the following organizations using the information given in the table:
Organizati
on

Type

Location

Intern
al/Exte
rnal

Classification

XXVision
Shoes

Division

XXVisionIL

Interna
l

HR
Organization

401

XXVision
Midwest

Departm
ent

XXVision
IL

Interna
l

HR
Organization

440

XXVision
East

Departm
ent

XXVision
NY

Interna
l

HR
Organization

410

XXVision
West

Departm
ent

XXVisionCA

Interna
l

HR
Organization

450

XXFlorida
Workers
Compensati
on

Workers
Compen
sation
Carrier

XxFL
Workers
Comp

Extern
al

N/A

N/A

19. Save your work (Ctrl + S) and close the Organization window.

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Chapter 1 - Page 74

Costing
(HR
Organization >
Others >)

Workers
Comp Carrier

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13. Click the field to open the window.

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.

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
Create a hierarchy in the system that reflects the organization chart created for your company.
This hierarchy will also be used for the EEO reporting.

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Practice - Defining an Organization Hierarchy

Vision Inc Business Group


GRE HR Organization
Corporate Headquarters
Reporting Establishment

Vision Warehouse
HR Organization

Vision West
HR Organization

Vision Shoes
HR Organization

Vision Midwest
HR Organization

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Chapter 1 - Page 76

Vision East
HR Organization

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Organization Hierarchy

Defining the Organization Hierarchy


Responsibility = XX HRMS Manager
1.

Log on to Oracle HRMS using xxuser/welcome.

2.

Navigate to the Organization Hierarchy window using XX HRMS Manager responsibility:

(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

5.

Do not Check the Primary check box.

6.

Uncheck the Position Control check box.

7.

Save your work (Ctrl + S).

Version Region
8.

In the Number field accept the default of 1.

9.

In the From Date field, enter 01-JAN-2005.

10. Uncheck the Top Node Position Control Enabled check box
11. Save your work (Ctrl + S).
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).

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Solution - Defining an Organization Hierarchy

18. In the subordinate Name field, select XXVision East. Save your work (Ctrl + S).
19. Enter a new record and select XXVision Midwest. Save your work (Ctrl + S).
20. Enter a new record and select XXVision West. 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.

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17. With cursor on the XXVision Shoes record click the Down Arrow button
Note: XXVision Shoes is now the top level.

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Representing Financial Reporting Structures

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Chapter 1 - Page 79

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: US Super HRMS Manager
Creating a Business Group
1.

Log in to Oracle Applications using hrms/welcome.

2.

Navigate to the Organization window using the US Super 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:
US Financial Reporting Structure Organization
Type:
Corporate Headquarters
From:
01-JAN-2005
Internal/External
Internal

6.

Save your work (Ctrl + S).

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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.

Save your work (Ctrl + S)

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 USFINST.
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 Grade Flexfield.
17. In the Group Flexfield Structure field, choose People Group Flexfield.
18. In the Job Flexfield Structure field, choose Job Flexfield.
19. In the Costing Flexfield Structure field, choose Cost Allocation Flexfield.
20. In the Position Flexfield Structure field, choose Position Flexfield.
21. In the Competence Flexfield Structure field, choose Structure for BG-202.
22. In the Legislation Code field, choose United States to determine the startup date you can
access and the contents of some legislation-specific windows.
23. In the Currency field, choose USD.
24. In the Fiscal Year Start field, choose 01-APR-2008.
25. Click OK to close the Business Group Info. window
26. Save your work (Ctrl + S).
27. Click OK to close the Additional Organization Information window.
28. Close the Organization window.
29. Select File > Switch Responsibility.
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Defining Business Group Information

Defining a Responsibility
Responsibility = System Administrator
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:

US Financial Reporting Structure


Human Resources
USFINRS
Accept default of todays date
(leave blank)
Oracle Applications (checked)
Standard
Human Resources
US SHRMS NAVIGATOR
US 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: USFINGD
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:
US Financial Reporting Structure
System Administrator (NOT System Administration)
US Super HRMS Manager
38. Save your work (Ctrl + S) and close the Users window.

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30. Select the System Administrator responsibility and click OK.

39. Navigate to the System Profile Values window.

(N) Profile > System

40. Deselect the Site check box, and select the Responsibility check box and enter the name of
your US 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: US Financial
Reporting Structure Organization
43. Save your work.
Reviewing Accounting Information
44. Navigate to the Key Flexfield Segments window:

(N) Application > Flexfield > Key > Segments

45. Search for the Accounting flexfield.


46. In the Structures region, navigate to the ADB_ACCOUNTING_FLEX code (Title: ADB
Accounting Flex and Description: Vision ADB Accounting Flexfield).
47. Click the Segments button.
48. View the following segments:
Company: ADB Company
Branch: ADB Company
Account: ADB Accpount
Cost Centre: ADB Cost Center
Product: ADB Product
49. Close all the windows.
50. Exit Oracle Applications
Creating a New Organization
Responsibility = UK Financial Reporting Structure
51. Log in to Oracle HRMS using the new user that you created: USFINGD/student.
52. Change the password to welcome.
53. Select the UK Financial Reporting Structure responsibility.
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Setting User Profile Options

(N) Work Structures > Organization > Description

55. Click the New button.


56. Enter US GD Company Cost Center in the name field.
57. Save your work.
58. Select Company Cost Center as the organization classification and click the Enabled check
box.
59. Click Others and select GL Cost Center.
60. In the GL company Cost Center window, enter the following information:
Company Value Set: ADB Company
Company: 01

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
61. Navigate to the Applications Utilities Lookup window:

(N) Other Definitions > Applications Utilities Lookup

62. Query the lookup HR_GL_ORG_NAME_FORMAT to add the required lookup value.
63. Enter the following details:
Code: US$GDCCN
Meaning: USGD<Cost center name>
64. Save your work.
65. Close the window.
66. Exit Oracle Applications.
Setting up GL Details
Responsibility = System Administrator
67. Log in to Oracle Applications using PROFILEOPTIONS/sysadmin.

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54. Navigate to the Organization window:

HR: GL Cost Center Org Classifications

HR: GL organization name format

68. Navigate to the System Profile Values window:

(N) Profile > System

69. Select the Site check box and select HR: GL organization name format as the profile.
70. Select USGD<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.
75. Exit Oracle Applications.
Running 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: USFINGD/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.
77. Navigate to the Submit Request window:

(N) Processes and Reports > Submit Requests

78. Select the Create and Maintain Company Cost Center Organization process.
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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.

Chart of Accounts: ADB_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:

(N) Work Structures > Organization > Description

84. In the Find Organizations window, you can view the new organizations created with the
prefix: US$GDCCN.
85. Select any one of the organizations with the prefix: US$GDCCN. This organization is
classified as both Company Cost Centre and HR Organization.

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79. In the Parameters window, select the following values:

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Representing Government Reporting Structures (US)

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Chapter 1 - Page 87

Overview
This practice helps you to generate an Equal Employment Opportunity (EEO1) report and view
its output in PDF. You can use the same procedure to run other EEO1 and VETS reports.

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
1.

From the Submit Requests window, run the EEO Consolidated Report using the following
parameters:
Parameter

2.

Value

Payroll Period Start Date

01-JAN-<previous year>

Payroll Period End Date

01-JAN-<current year>

Hierarchy Name

Single Establishment Reporting

Hierarchy Version

Single Establishment Reporting ver: 1

Report Mode

Create Audit Report

No

View the report.

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Practice - Running the EEO1 Report

Running the Report


Responsibility = US Super HRMS Manager
1.

Log in as XXUSER/welcome and use the US Super HRMS Manager responsibility.

2.

Navigate to the Submit Requests window:

(N) Processes and Reports > Submit Processes and Reports

3.

In the Name field, select the name of the concurrent process (EEO Consolidated Report)

4.

In the Parameters window, specify the following values and click OK.
Parameter

Value

Payroll Period Start Date

01-JAN-<previous year>

Payroll Period End Date

01-JAN-<current year>

Hierarchy Name

Single Establishment Reporting

Hierarchy Version

Single Establishment Reporting ver: 1

Report Mode

Create Audit Report

No

Note: In the Submit Requests window, the Layout field indicates the default template (EEO
Consolidated Report) that the application presently uses to display the report. If you want to
use a different template to suit your business requirements, you must create the template in
the Templates page using the XML Publisher Administrator responsibility. Then, in the
Submit Request window, click Options, and select the new template from the Template
field.
5.

Click Submit.

Viewing the Report


6.

Navigate to the Requests window

(N) Processes and Reports > View Requests

7.

Click Refresh Data until the Phase column reads Completed, and Status column, Normal.

8.

Click View Output to view the report in PDF.

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Solution - Running the EEO1 Report

Overview
In this practice, you create establishment hierarchies. Use the Generic Hierarchy pages to build
an establishment hierarchy for EEO, VETS, and Multiple Worksite reports.

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
Create establishment hierarchies.

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Practice - Creating Establishment Hierarchies

Responsibility = US Super HRMS Manager


1.

Log in to Oracle Applications using xxuser/welcome.

2.

Navigate to the Generic Hierarchy page using the US Super HRMS Manager
responsibility.

(N) Work Structures > Generic Hierarchy

3.

Click (B) Create New Hierarchy to create a new hierarchy.

4.

Enter xx Single Establishment Reporting as the hierarchy name.

5.

Select Vets, EEO, AAP, OSHA, Multi Work Sites as the hierarchy type to create a new
hierarchy based on an existing hierarchy type.

6.

Enter hierarchy and version information and choose Apply to create the xx Single
Establishment Reporting hierarchy. Click (B) Continue.

7.

Click Add Child to add child nodes to a node. Select Node Type = Parent Entity and Node
Name = Vision Corporation. Click (B) Apply.

8.

Click Add Child for Vision Corporation.

9.

Enter child node information by selecting Establishment as the node type and the location
M2-Boston, 393 Berkeley Street to represent an establishment within the parent company
and choose Apply.

10. Enter another child node information by selecting HR-San Francisco, 334 Maple Street as
the third level of locations, if any of your establishments comprise multiple locations and
choose Apply.
11. Click Finish to save the record.

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Solution - Creating Establishment Hierarchies

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Representing Grades, Jobs and Positions

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Chapter 1 - Page 92

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

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
Define the following grades using the Grades 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

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Practice - Defining Grades

Responsibility = XX HRMS Manager


1.

Log in to Oracle Applications using xxuser/welcome and use the XX HRMS Manager
responsibility.

2.

Navigate to the Grades window:

(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. 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

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Solution - Defining Grades

Overview
In this practice, you learn how to 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

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
Create a grade rate GRADE_RATE_XX and enter values for the grade name as given in the
following table:
Grade KFF

Minimum

Maximum

XXEXEC.01

$ 80,000.00

$103,000.00

XXEXEC.02

$ 90,000.00

$117,000.00

XXEXEC.03

$100,000.00

$130,000.00

XXMGR.01

$ 50,000.00

$ 65,000.00

XXMGR.02

$ 60,000.00

$ 78,000.00

XXMGR.03

$ 70,000.00

$ 91,000.00

XXSA.01

$ 50,000.00

$ 65,000.00

XXSA.02

$ 60,000.00

$ 78,000.00

XXSA.03

$ 70,000.00

$ 91,000.00

XXCL.01

$ 25,000.00

$ 32,500.00

XXCL.02

$ 30,000.00

$ 39,000.00

XXCL.03

$ 35,000.00

$ 45,000.00

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Practice - Defining Grade Rates

Responsibility = XX HRMS Manager


1.

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


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.

Select currency value of US Dollar. Use the chart below.


Grade KFF

7.

Minimum

Maximum

XXEXEC.01

$ 80,000.00

$103,000.00

XXEXEC.02

$ 90,000.00

$117,000.00

XXEXEC.03

$100,000.00

$130,000.00

XXMGR.01

$ 50,000.00

$ 65,000.00

XXMGR.02

$ 60,000.00

$ 78,000.00

XXMGR.03

$ 70,000.00

$ 91,000.00

XXSA.01

$ 50,000.00

$ 65,000.00

XXSA.02

$ 60,000.00

$ 78,000.00

XXSA.03

$ 70,000.00

$ 91,000.00

XXCL.01

$ 25,000.00

$ 32,500.00

XXCL.02

$ 30,000.00

$ 39,000.00

XXCL.03

$ 35,000.00

$ 45,000.00

Save your work.


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Solution - Defining Grade Rates

Overview
This practice demonstrates your ability to create jobs. The Job is a Key Flexfield made up of 2
segments Job Name and Job Code.
Your organization has six jobs. Exempt versus non-exempt is captured with the FLSA code.
EEO categories are also determined within this record.

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
This chart reflects the valid jobs in your company. Create the following jobs specifying the job
code, FLSA code, EEO category, and valid grades:
XXConsultant
XXAssociate
XXManager
XXDirector
XXVice President
XXPresident

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Practice - Defining Jobs

Responsibility = XX HRMS Manager


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 Name field to open your Job Key Flexfield.

7.

In the Job Name field, select XXDirector.

8.

In the Job Code field, select xxManufacturing.

9.

Click OK to close the XXJOB_FF window.

10. In the From Date accept the default of 01-JAN-2005.


11. If you wish you may enter Additional Job Details information.
12. Click the Further Information field.
13. In the FLSA Code field, select Exempt.
14. In the EEO Category field, select Executive/Senior Level Officials and Managers.
15. Click OK to close the Further Job Information window.
16. Click OK to close the Additional Job Details window.
Note: Additional Job Details window is a Descriptive Flexfield.
17. Chose the Valid Grades button
18. Enter the following information:

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Solution - Defining Jobs

Date

xxEXEC.01

01-JAN-2005

xxEXEC.02

01-JAN-2005

xxEXEC.03

01-JAN-2005

19. Save your work.


20. Add a New record to repeat the same procedure to create all the jobs listed in the table:
Job Name

XXConsultant

XXAssociate

XXManager

XXVice
President

Job Code

xxSales

xxAdmin

xxSales

xxSales

Non-Exempt

Non-Exempt

Exempt

Exempt

Sales Workers

Administrative First/Mid
Support
Level
Workers
Officials and
Managers

XXSA.01
XXSA.02
XXSA.03

XXCL.01
XXCL.02
XXCL.03

FLSA Code
EEO
Category

Valid Grades

XXMGR.01
XXMGR.02
XXMGR.03

21. Close the Job window.

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Chapter 1 - Page 99

XXPresident

Exempt

Executive/Senior Executive/Senior
Level Officials
Level Officials
and Managers
and Managers

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Grade

Overview
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

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
Enter work choices for the XXDirector job.

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Practice - Defining Work Choices for Jobs

Entering Work Choices for Jobs


Responsibility = XX HRMS Manager
1.

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


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 XXDirector.

6.

In the Job Code field, choose xxManufacturing.

7.

Click OK to close the XXJOB_FF window.

8.

Click Find.

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.

10. Save your work (Ctrl + S).


11. Close the Work Choices window.

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Solution - Defining Work Choices for Jobs

Overview
In this practice, you will learn how to define positions in your enterprise. The Position is a key
flexfield made up of 2 segments Position Name and Region Name.

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
Your organization has the following positions as detailed in the chart below. Create these
positions using the Position window.
Position Name

Region

Organization

Job

Location

Head
Count

XXPresident
North America

xxEast

XXVision Inc

XXPresident

XXVisionNY

XXVP Sales and


Marketing

xxNorth

XXVision
Shoes

XXVice President.xxSales

XXVisionIL

XXDirector
Leather Division

xxNorth

XXVision
Warehouse

XXDirector.xxManufacturin XXVision
g
WI

XXDirector
Production
Divison

xxNorth

XXVision
Warehouse

XXDirector.xxManufacturin XXVision
g
WI

XXManager Shoe
Sales

XxNorth

XXVision
Shoes

XXManager.xxSales

XXVision
IL

XXConsultant
Sales East

xxEast

XXVision
East

XXConsultant.xxSales

XXVisionNY

XXConsultant
Sales Midwest

xxNorth

XXVision
Midwest

XXConsultant.xxSales

XXVision
WI

XXConsultant
Sales West

xxWest

XXVision
West

XXConsultant.xxSales

XXVision
CA

XXAdministrative
xxEast
Assistant

XXVision
East

XXAssociate xxAdmin

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Chapter 1 - Page 102

XXVision-NY

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Practice - Defining Positions

Defining Positions
Responsibility = XX HRMS Manager
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 XXAdministrative Assistant

8.

In the Position Region field, choose xxEast

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 East.
13. In the Job field, choose XXAssociate xxAdmin.
14. In the Hiring Status field, choose Active.
15. In the Location field, choose XXVisionNY (defaulted).
16. Click the Hiring Information tab.
17. In the FTE field, enter 1.
18. In the Headcount field, enter 4 (allows 4 employees to be given this position).
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.
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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

XXPresident
North
America

xxEast

XXVision Inc

XXPresident

XXVisionNY

XXVP Sales
and
Marketing

xxNorth

XXVision
Shoes

XXVice President.xxSales

XXVisionIL

XXDirector
Leather
Division

XxNorth

XXVision
Warehouse

XXDirector.xxManufacturin XXVision
g
WI

XXDirector
Production
Divison

xxNorth

XXVision
Warehouse

XXDirector.xxManufacturin XXVision
g
WI

XXManager
Shoe Sales

XxNorth

XXVision
Shoes

XXManager.xxSales

XXVision
IL

XXConsultant
Sales East

xxEast

XXVision
East

XXConsultant.xxSales

XXVisionNY

XXConsultant
Sales
Midwest

xxNorth

XXVision
Midwest

XXConsultant.xxSales

XXVision
WI

XXConsultant
Sales West

xxWest

XXVision
West

XXConsultant.xxSales

XXVision
CA

Entering SIT information


25. Query any one of your Positions, for example, XXPresident North America.
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.

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22. Save your work.

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Position Hierarchies

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Chapter 1 - Page 105

Overview
In this practice, you learn how to create a position hierarchy.

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
Create a hierarchy in the system that reflects the position chart created for your company.

President North
America.East
Director Production
Division.North

Consultant Sales
East.East

VP Sales and
Marketing.North

Director Leather
Division.North

Manager Shoe
Saleas.North

Administrative
Assistant.East

Consultant Sales
Midwest.Nort

Consultant Sales
West.West

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Practice - Defining a Position Hierarchy

Responsibility = XX HRMS Manager


1.

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


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.

Save your work (Ctrl + S).

7.

In the Version Number field accept the value of 1.

8.

In the Date From field, enter 01-JAN-2005.

9.

Save your work (Ctrl + S).

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%.
This is your top position.
12. Navigate to the Subordinates region.
13. In the Name field, select XXVP Sales and Marketing.North.
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.
Building the Hierarchy using the Diagrammer
15. Navigate to the Position Hierarchy window using XX HRMS Manager responsibility:

(N) Work Structures > Position > Diagrammer


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Solution - Defining a Position Hierarchy

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 XXPresident North America.xxEast 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.
XXPresident North America.xxEast
XXDirector Leather Division.xxNorth
XXDirector Production Division.xxNorth
XXVP Sales and Marketing.xxNorth
XXAdministrative Assistant.xxEast
XXManager Shoe Sales.xxNorth
XXConsultant Sales East.xxEast
XXConsultant Sales West.xxWest
XXConsultant Sales Midwest. xxNorth
23. Save your work (Ctrl + S).
Note: To make the Diagrammer full screen go to (M) View and uncheck Node Properties
and Node List.
24. Close the Position Hierarchy window.
25. Select File > Switch Responsibility.
26. Select the US Super HRMS Manager responsibility.
Reviewing Other Hierarchies
Responsibility = US Super HRMS Manager
27. Navigate to the Position Hierarchy window:
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16. Query XXVision Main Position Hier.

(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:
Master Reporting Hierarchy
Vision Services Non-Material
Career Path - Consulting

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Chapter 1 - Page 109

Overview
In this practice, you will learn how to enter a new employee in your business group.

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 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. 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 Shoes as the Organization
xx Manager.xxManufacturing as the Job
XXManager Shoe Sales as the Position
XXMGR.01 as the Grade

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Practice - Entering a New Employee in Your Business Group

Entering a new employee using the People window


Responsibility = XX HRMS Manager
1.

Log in to Oracle HRMS using xxuser/welcome.

2.

Navigate to the People window using the XX HRMS Manager responsibility:

(N) People > Enter and Maintain

3.

Click the New button to enter a new record.

4.

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

xxAllen

First

John

Gender

Male

Action

Create Employment

Social Security

Any unique ID in the format 999-99-9999.

Birth Date

02-JUN-1975

5.

Save your work.

6.

Click the Address button and select the Address field.

7.

Enter 714 Walton Road in the Address field, select Chicago (with Zip Start 60628) in the
City field, and enter 60630 in the Zip Code field.

8.

Select Home as the Address Type.

9.

Click OK and save your work.

10. Close the Address window.


11. Click the Assignment button.
12. In the Assignment window, select XXVision Shoes 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.

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Solution - Entering a New Employee in Your Business Group

13. Enter the following values for the assignment:


xx Manager.xxSales as the Job
XXManager Shoe Sales as the Position
XXMGR.03 as the Grade
Note: If the Decision window appears, click Yes for the question: Do you want to accept the
default values for this position.
14. Save the Assignment record, and click the Others button.
15. Select Costing to open the Costing window.
16. 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.
17. Cancel, and close the Costing window.
18. Close the Assignment and People windows.

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Optionally, select a Pension Group. Close the People Group window.

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Mass Move Updates

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Chapter 1 - Page 113

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
Responsibility = US Super HRMS Manager
1.

Select the US HRMS Manager responsibility.

2.

Navigate to the People window:

(N) People > Enter and Maintain

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

Social Security

Any unique ID in the format 999-99-9999

Birth Date

02-JUN-1975

6.

Save your work.

7.

Click the Assignment button and enter the following assignment details:
Organization: Vision Administration
Job: STA700.Staff Administrator
Position: 710.Admin Assistant
Note: When you are asked to choose an option, select Correction because you are entering a
record that starts today.

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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

Social Security

Any unique ID in the format 999-99-9999

Birth Date

02-AUG-1973

Organization

Vision Administration

Job

STA700.Staff Administrator

Position

710.Admin Assistant

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

Any unique ID in the format 999-99-9999

Birth Date

02-JUN-1974

Organization

Vision Administration

Job

STA700.Staff Administrator

Position

710.Admin Assistant

11. Save your work.

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Click OK in the Decision window if you are asked the question: Do you want to accept
default values for this position?

Overview
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

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.

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.

Creating a Mass Move of Positions


Responsibility = US Super HRMS Manager
1.

Log in to Oracle HRMS as xxuser/welcome.

2.

Navigate to the Mass Move window using the US Super HRMS Manager responsibility.

(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 Vision Administration as the Organization from
where you want to move employees.

5.

The Status field automatically populates Mass Move is Unprocessed.

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Guided Demonstration - Creating a Mass Move of Positions

Select Finance & Administration as the Organization to which you want to move employees.

7.

Enter current date as the effective date.

8.

Save your work.

9.

Click the Positions button to open the Find Positions window.

10. Select STA700.Staff Administrator as the source job and 710.Admin Assistant as the
position (existing positions in the source organization).
11. Move to the Target block region.
12. Select AA900.Administrative Assistant as the target positiAA900.Administrative Assistant
as the target job.
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.
16. Select the following workers whom you want to move:
xx Street, Tony
xx Walter, Samantha
xx Fernandez, Maria
17. Save your work.
18. Close the window to return to the Mass Move window.
19. Click the Execute button in the Mass Move window to commit the changes to the database.
20. The Status field now automatically populates Mass Move completed.
21. Click the Position button to open the Mass Move - Positions window.
22. Click the Assignment button to view the list of workers who have moved.

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6.

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Understanding Checklists

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Chapter 1 - Page 118

Overview
In this demonstration, you will learn how to set up checklists.

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
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.
Responsibility = US Super HRMS Manager
1.

Log in to Oracle HRMS as hrms/welcome user and use the US Super HRMS Manager
responsibility.

2.

Navigate to the Life Event Reasons window:

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.
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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.

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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 John Smith. You then
use the Assignment window to have John report to Blair Palmer.
17. Navigate to the People window.

(N) People > Enter and Maintain.

18. Set the effective date to 01-Jan-2007 and click New.


19. 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 999-99-9999.

Birth Date

02-JUN-1982

20. Save your work.


21. Click Assignment.
22. Click the Supervisor tab and select Palmer, Mr. Blair D. (Blair).
23. Save the record and close the Assignment and People windows.
24. Exit Oracle Applications.
25. Log out.
Viewing and Updating the Checklists
Responsibility = Manager Self-Service
26. Log on using bpalmer as the username and welcome as the password.
27. Select the Manager Self-Service responsibility and navigate to the Allocated Checklists
page.

(N) Manager Self-Service > Allocated Checklists

28. Click the Action icon to view the checklist for John.
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Triggering the Life Event

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29. 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.

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Setting Up Workers Compensation (US)

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Chapter 1 - Page 123

Overview
This practice demonstrates your ability to configure Workers Compensation Rates and Codes to
be assigned to an organization.

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
Define Workers Compensation rates and codes using the following information:
Your enterprise needs to calculate workers compensation for the state of Florida at a percent of
subject earnings. Florida-Workers Compensation will process Workers Compensation for the
code 5538 at a rate of 2.5 for both the employer and the employee. The only job that is affected
is AA900.Administrative Assistant. Both straight time and premium time will be used for the
calculation.
Additionally, you will now have to complete the Workers Compensation portion of setup for
your GRE with an experience modification rate of 110.

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Practice - Defining Workers Compensation Rates and Codes

Defining Workers Compensation Rates


Responsibility = XX HRMS Manager
1.

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


responsibility.

2.

Navigate to the WC Codes and Rates window:

(N) Work Structures > Job > Workers Compensation Rates

3.

In the Carrier field, choose xxFlorida-Workers Compensation

4.

This WC insurance carrier will process the WC amount

5.

In the States field, select Florida.


Note: this is the state where Florida-Workers Compensation carrier will process the WC
amount

6.

In the One (Calculation Method) field, select Percent of Subject EarningsEnter the following
information:
Code
005538

Employer Rate 1
2.50000

Employee Rate 1
2.50000

7.

Save your work.

8.

Close the WC Codes and Rates window.

Defining Workers Compensation Codes


9.

Navigate to the Workers Compensation window using XX HRMS Manager responsibility:

(N) Work Structures > Job > Workers Compensation Codes

10. Enter a query and search for Florida% in the State Name field.
11. If an Executive Weekly Maximum exists for this state, enter it.
12. In the Codes for Jobs region, select your jobs and their codes. For example,
xxAssociate.xxAdmin as the job and 005538 as the WC code for this job in Florida.
13. In the Calculation Region, select this state's rules for the inclusion of overtime earnings in
employees' payroll exposure. To include earnings for overtime paid at premium rates select
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Solution - Defining Workers Compensation Rates and Codes

14. In the Surcharges region, enter any standard surcharges this state applies to the WC
calculation. As an example, enter the following details:

Name: xxWeekly Surcharge

Formula Position: Select After Experience Modification - Charge 1 (applied


immediately after the Experience Modification Rate) as the formula position, to indicate
the point at which it applies to the WC premium calculation.

Enter 10.00000 as the rate of rebate for the surcharge. You can enter -10 (a negative
number) for an additional charge of 10%.

In the Accumulate field, select Yes to calculate the rebate and apply to the running total
of the premium.

Note: You can select No for the rebate or additional charge to be calculated, held separately
and only added to the premium calculation when it is complete.
15. Save your work (Ctrl + S).
16. Close the Workers Compensation window.
Entering State Tax rules details using the Organization window
17. Navigate to the Organization window using XX HRMS Manager responsibility:

(N) Work Structures > Organization > Description

18. From the Find Organization window, choose XXVision Inc in the Name field
19. Choose the Find button
20. Select the GRE classification and choose the Others button to select the required additional
organization information in the Additional Organization window.
21. Select State Tax Rules and the state of Florida to enter the following information:

In the State Code field, choose FL

In the SUI Company State ID field, enter 91-1234890

In the SIT Company State ID field, enter 91-1234890

In the WC Carrier Name field, choose XXFlorida Workers Compensation

In the Experience Modification Rate, enter 110


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the Premium Time box, and to include overtime paid at straight time rates, select the
Straight Time box

23. Save your work (Ctrl + S).


24. Choose OK to close the Additional Organization Method window
25. Close the Organization window.

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22. Choose OK to close the State Tax Rules window

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Chapter 1 - Page 127

There are no Practices and Demonstrations in this Chapter.

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Setting Up Enterprise Work Structures Conclusion

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Additional Practices and Guided Demonstrations

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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

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
In this practice, you will review some lookup values.

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Practice - Reviewing Lookup Values

Responsibility = US Super HRMS Manager


1.

Log in to Oracle HRMS as hrms/welcome user.

2.

Navigate to the Application Utilities Lookups window using the US Super HRMS Manager
responsibility:

(N) Other Definitions > Lookup Tables > [Type ~ Query on values below]

Values can be exported to Excel.


3.

Place your cursor on a row in the region carrying Code, Meaning, Description

4.

(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

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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

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
Review the details of the Additional Personal Details descriptive flexfield.

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Practice - Reviewing a Descriptive Flexfield Example

Responsibility = System Administrator


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

Drivers
License
Jurisdiction

Drivers
License
Jurisdiction

ATTRIBUTE1

PER_US_STATES

10

Drivers
License
Number

Drivers
License
Number

ATTRIBUTE2

15 Characters

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

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Displayed
&
Enabled

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Solution - Reviewing a Descriptive Flexfield Example

Name

Window
Prompt

35

Acquired
Company

Acquired
Company

40

Original Hire Original


Date
Hire Date

41

Column

ATTRIBUTE7

Value Set

30 Characters Optional

Proposed
Retirement
Date

Proposed
ATTRIBUTE12 HR_US_DATE_11
Retirement
Date

42

Proposed
Retirement
Reason

Proposed
ATTRIBUTE13 HR_US_DATE_11
Retirement
Reason

43

Service Start Service Start ATTRIBUTE14 HR_US_DATE_11


Date
Date

45

Union
Seniority
Date

Union
Seniority
Date

ATTRIBUTE9 HR_US_DATE_11

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 US Super HRMS Manager responsibility.
Accessing DFFs from the functional user responsibility
Responsibility = US Super HRMS Manager
16. Navigate to the People window:

ATTRIBUTE8 HR_US_DATE_11

7.

Displayed
&
Enabled

(N) People > Enter and Maintain > [Accept todays date]
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Number

18. Click the Additional Personal Details field that is next to the Latest Start Date field.
19. Note the choices for Context Value.
20. Move between cells on the in the window. Test out which data fields do (or dont) have
edits and/or LOVs. Note the values for Security Clearance.
21. Exit the record.

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17. Find Palmer, Blair.

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Overview
This practice provides you a chance to review Extra Information Type (EIT) data objects.

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
In this practice, you review the EIT information for Palmer, Blair.

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Practice - Reviewing EIT Setup

Responsibility = US Super HRMS Manager


1.

Log in to Oracle HRMS using hrms/welcome.

2.

Navigate to the Extra Person Information window using US Super HRMS responsibility:

(N) FastPath > Person Extra Information

3.

Find Palmer, Blair.

4.

With your cursor highlight the row under Type labeled Visa Details.

5.

Highlight the cell bellow labeled Detail.

6.

Move between cells on the Extra Person Information window. Look at which cells have the
LOVs vs. dates vs. free-form text.

7.

Cancel out of the form and view details for the following:

Passport Details

Alien Income Forecast

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Solution - Reviewing EIT Setup

Overview
In this demonstration, 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.

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.

Defining a User Assignment Status


Responsibility = US Super HRMS Manager
1.

Log on to Oracle HRMS using hrms/welcome.

2.

Navigate to the Assignment Statuses window.

(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.
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Guided Demonstration - Defining Assignment Statuses

(N) People>Enter and Maintain

11. Set the effective date to todays date.


12. Query the employee xx Taylor, Alice (this is the employee record that you created in the
Setting up Checklists demonstration).
13. Choose the Assignment button.
14. Select the xx Maternity Leave assignment status in the Status field.
15. Save your work.

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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

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
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

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Practice - Defining Person Types

Defining Person Types


Responsibility = XX HRMS Manager
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.

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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.
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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:

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

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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.

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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.

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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
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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.

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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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