Professional Documents
Culture Documents
Activity Guide
D60565GC10
Edition 1.0
October 2010
D69204
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Author
Gowri Arur
Technical Contributors and Reviewers
Leanne Wilborn
This book was published using:
Oracle Tutor
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Table of Contents
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Profile
Before You Begin This Course
Before you begin this course, you should have the following qualifications:
Prerequisites
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Preface
Oracle Publications
Title
Part Number
E13513-03
E13511-03
Additional Publications
Read-me files
Oracle Magazine
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Related Publications
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.
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Typographic Conventions
Convention
Caps and
lowercase
Lowercase
Element
Oracle Forms
triggers
Column names,
table names
Example
When-Validate-Item
Passwords
SELECT last_name
FROM s_emp;
PL/SQL objects
Lowercase
italic
Uppercase
Syntax variables
1.
(N) From the Navigator window, select Invoice then Entry then Invoice Batches
Summary.
2.
3.
Notations:
(N) = Navigator
(M) = Menu
(T) = Tab
(B) = Button
(I) = Icon
(H) = Hyperlink
(ST) = Sub Tab
Copyright Oracle 2010. All rights reserved.
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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.
3.
4.
Review the Enter Journals topic that appears in the document frame of the help system
window.
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Chapter 1
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Objectives
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THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
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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.
Tasks
Signing on to the Personal Home Page
Use the following information to sign on to the Personal Home Page:
Username: HRMS
Password: WELCOME
Address
Contact
Assignment
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Log in to Oracle HRMS as HRMS/WELCOME and use the US Super HRMS Manager
responsibility.
2.
4.
5.
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
Birth Date
02-JUN-1978
9.
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Value
Address Line 1
City
Pewaukee
State
WI
Zip Code
53072
County
Waukesha
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Field Name
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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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2.
Navigate to the Value Set window using the System Administrator responsibility:
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.
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.
9.
10. Close the Dependent Value Set Information window. (Ctrl + F4)
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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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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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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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2.
Navigate to the Segment Values window using the System Administrator responsibility:
3.
From the Find Value Set window, in the Find Values By field, choose Value Set.
4.
5.
6.
Description
XXPresident
President
XXVice President
Vice President
XXDirector
Director
XXManager
Manager
XX Consultant
Consultant
XXAssociate
Associate
7.
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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Description
xxExecutive
Executive
xxSales
Sales
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
Description
XXEXEC
Executive
XXMGR
Managerial
XXSA
Sales
XXCL
Clerical
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Values
Description
xxIBEW
IBEW
xxUSUW
USUW
xxNon-Union
Non-Union
Description
XXChevrolet
Chevrolet
XXFord
Ford
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37. When finished, move cursor back to the Value Set name field, and click the Find icon
Description
xxNeon
Neon
xxMalibu
Malibu
Description
xxEscort
Escort
xxTauras
Tauras
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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
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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2.
Navigate to the Key Flexfield Segments window using the System Administrator
responsibility:
3.
4.
In the Flexfield Title field, enter Position% to search for Position Flexfield.
5.
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.
9.
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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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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2.
Navigate to the Key Flexfield Segments window using the System Administrator
responsibility:
3.
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.
9.
10. Choose the Segments button to add segments in the Segments Summary window.
11. Enter or select the following information for Segment 1:
Window Prompt: Job Name (defaults from the Name field-you can change)
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:
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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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2.
Navigate to the Key Flexfield Segments window using the System Administrator
responsibility:
(N) Application > Flexfield > Key > Segments
3.
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.
9.
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
Copyright Oracle, 2010. All rights reserved.
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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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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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2.
Navigate to the Key Flexfield Segments window using the System Administrator
responsibility:
3.
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.
9.
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
Displayed Enabled
Required (B)
Open
Yes
No
Yes
2 Cost
Center
Cost
Center
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.
No
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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
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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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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2.
Navigate to the Key Flexfield Segments window using the System Administrator
responsibility:
(N) Application > Flexfield > Key > Segments
3.
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.
9.
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
Copyright Oracle, 2010. All rights reserved.
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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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2.
Navigate to the Key Flexfield Segments window using the System Administrator
responsibility:
3.
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.
9.
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
Copyright Oracle, 2010. All rights reserved.
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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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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.
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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2.
Navigate to the Key Flexfield Segments window using the System Administrator
responsibility:
3.
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.
9.
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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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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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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2.
Navigate to the Organization window using the US Super HRMS Manager responsibility:
3.
4.
5.
6.
8.
9.
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THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
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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
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2.
3.
4.
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
6.
7.
8.
In the Responsibility field add (select) the following and accept all defaults:
Copyright Oracle, 2010. All rights reserved.
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9.
Level
Value
Unchecked
Site
Checked
Application
Human Resources
Checked
Responsibility
XX HRMS Manager
Checked
User
XXUSER
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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.
b.
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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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Signing on as XXUSER
1.
2.
3.
4.
Click the Login button. This will display the Change Password window.
5.
6.
7.
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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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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2.
Navigate to the Special Information Types window using the XX HRMS Manager
responsibility:
3.
4.
5.
Job
b.
Position
c.
Other
d.
Enabled
6.
7.
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Creating Locations
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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2.
3.
4.
5.
6.
7.
8.
9.
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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
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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2.
3.
From the Find Organization window, in the Name field, choose XXVision Inc.
4.
5.
6.
7.
8.
9.
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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
Copyright Oracle, 2010. All rights reserved.
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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
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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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2.
3.
4.
5.
6.
Type: Division
From: 01-JAN-2005
Location: XXVision-WI
Place cursor in the Organization Classification region and add a new record.
8.
9.
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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.
Costing
(HR
Organization >
Others >)
Workers
Comp Carrier
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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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Vision Warehouse
HR Organization
Vision West
HR Organization
Vision Shoes
HR Organization
Vision Midwest
HR Organization
Vision East
HR Organization
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Organization Hierarchy
2.
3.
Date Track to 01-JAN-2005 (even though Organization Hierarchy is not date tracked).
4.
5.
6.
7.
Version Region
8.
9.
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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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:
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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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.
2.
3.
4.
6.
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7.
8.
9.
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Defining a Responsibility
Responsibility = System Administrator
31. Navigate to the Responsibilities window using System Administrator responsibility:
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:
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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:
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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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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:
78. Select the Create and Maintain Company Cost Center Organization process.
Copyright Oracle, 2010. All rights reserved.
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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.
80. Leave other parameters as default (Synchronize names and dates as No).
81. Click OK and then Submit.
82. Wait for the process to complete.
Reviewing New Organizations
Now, you can verify the new organizations that are created with the prefix and classified as both
Company Cost Centre and HR Organization.
83. Navigate to the Organization window:
84. In the Find Organizations window, you can view the new organizations created with the
prefix: 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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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
01-JAN-<previous year>
01-JAN-<current year>
Hierarchy Name
Hierarchy Version
Report Mode
No
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2.
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
01-JAN-<previous year>
01-JAN-<current year>
Hierarchy Name
Hierarchy Version
Report Mode
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.
7.
Click Refresh Data until the Phase column reads Completed, and Status column, Normal.
8.
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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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2.
Navigate to the Generic Hierarchy page using the US Super HRMS Manager
responsibility.
3.
4.
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.
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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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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Log in to Oracle Applications using xxuser/welcome and use the XX HRMS Manager
responsibility.
2.
3.
4.
5.
6.
7.
8.
9.
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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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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2.
3.
4.
Enter GRADE_RATE_XX as the name for the grade rate and select Money as the units for
measuring it.
5.
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.
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
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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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2.
3.
4.
5.
In the Job Group field, accept the default value HR_#### (your Business Group ID)
6.
7.
8.
9.
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Date
xxEXEC.01
01-JAN-2005
xxEXEC.02
01-JAN-2005
xxEXEC.03
01-JAN-2005
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
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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2.
3.
From the Find Jobs window, in the Job Group field, choose HR_xxxx.
4.
5.
6.
7.
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.
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.
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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
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
XXVision-NY
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Defining Positions
Responsibility = XX HRMS Manager
1.
2.
3.
4.
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.
8.
9.
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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
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Position Hierarchies
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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2.
3.
Date Track to 01-JAN-2005 (even though Position Hierarchy is not date tracked).
4.
5.
6.
7.
8.
9.
Top Position
Retrieve the top-level position
10. With cursor on the Position name field, press F11 to enter query.
11. In the Name field, enter XXPres%.
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:
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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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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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2.
3.
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
Birth Date
02-JUN-1975
5.
6.
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.
9.
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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.
2.
3.
4.
5.
Value
Last
xxStreet
First
Tony
Gender
Male
Action
Create Employment
Social Security
Birth Date
02-JUN-1975
6.
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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8.
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
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
Birth Date
02-JUN-1974
Organization
Vision Administration
Job
STA700.Staff Administrator
Position
710.Admin Assistant
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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.
2.
Navigate to the Mass Move window using the US Super HRMS Manager responsibility.
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.
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Select Finance & Administration as the Organization to which you want to move employees.
7.
8.
9.
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
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.
3.
(N) Total Compensation > General Definitions > Additional Setup > Life Event Reasons
4.
5.
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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7.
8.
Close the Person Changes window and the Life Event Reasons window.
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.
Value
Last
xxTaylor
First
Alice
Gender
Female
Action
Create Employment
Social Security
Birth Date
02-JUN-1982
28. Click the Action icon to view the checklist for John.
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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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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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2.
3.
4.
5.
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.
8.
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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14. In the Surcharges region, enter any standard surcharges this state applies to the WC
calculation. As an example, enter the following details:
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:
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:
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the Premium Time box, and to include overtime paid at straight time rates, select the
Straight Time box
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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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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]
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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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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2.
3.
4.
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
ATTRIBUTE6
15 Characters
20
Bonded?
Bonded?
ATTRIBUTE4
HR_US_YES_NO
25
Hired Via
Acquisition
Hired Via
Acquisition
ATTRIBUTE5
HR_US_YES_NO
Displayed
&
Enabled
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Name
Window
Prompt
35
Acquired
Company
Acquired
Company
40
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
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.
9.
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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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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2.
Navigate to the Extra Person Information window using US Super HRMS responsibility:
3.
4.
With your cursor highlight the row under Type labeled Visa Details.
5.
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
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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.
2.
3.
4.
5.
6.
7.
8.
9.
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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 Permanent Employee
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2.
3.
4.
Enter xx Student Placement Employee as the user name for the new person type.
5.
6.
Select the Active check box and clear the default check box.
7.
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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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:
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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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.
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.
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.
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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.
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.
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.
Business groups
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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