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Oracle Super Hints

This document provides an overview of key steps for implementing Oracle HRMS including: 1. Configuring common setup such as currencies, business groups, responsibilities, and lookups. 2. Setting up core HR functions like the work structure, leave management, employee information, recruitment, and appraisal. 3. Configuring payroll setup including payment types, payroll definitions, elements, and formulas. 4. Establishing security profiles, responsibilities, and custom forms.

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EngOsamaHelal
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0% found this document useful (0 votes)
93 views

Oracle Super Hints

This document provides an overview of key steps for implementing Oracle HRMS including: 1. Configuring common setup such as currencies, business groups, responsibilities, and lookups. 2. Setting up core HR functions like the work structure, leave management, employee information, recruitment, and appraisal. 3. Configuring payroll setup including payment types, payroll definitions, elements, and formulas. 4. Establishing security profiles, responsibilities, and custom forms.

Uploaded by

EngOsamaHelal
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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com/2013/09/oracle-hrms-implementation-
hints.html

Oracle HRMS Implementation Hints

HRMS Common Setup-


-Enable Functional Currency in GL Module
-Run "International HRMS Setup"
-Configure Business Group KFF :
- Job, Grade, Position, Competence, Cost Allocation
-Define Business Group and enter its Other information
-Classify it as an "HR Organization" and enter its Other information
-Define a new Responsibility which can access all functions / Requests
-Configure the Following Profile Options :
- HR:Business GroupResposibility Level
- HR:Security ProfileResposibility Level
- HR:User TypeResposibility Level
- DateTrack ReminderSite Level
-Define Lookups
-Define Value Sets

HR Setup-
HR-Work Structure Setup-
-Define HR Organization and enter its Other information
-Define Organizations Hierachy
-Define Jobs Groups
-Define Jobs
-Define Positions
-Define Positions Hierachy
-Define Grades
-Define Budget Calender
-Define Budget

HR-Leave Management-
-Define Elements Links
-Define Absence Types
-Develop / Enhrit Accrual Plan Formulas :
- Accrual Formulas
- Carryover Fomrulas
- Ineligibility Accrual Formulas
-Define Accrual Plan
-Change the Links Defined by the System for the Accrual
Plan to "Standard"

HR-Employee Information-
-Configure Personal Information KeyFlexfield
-Enable Such information using "Special Information Types"
under "Other Defination" Menu

HR-Recruitment Setup-
-Define Recruitment Lookups
-Might requires extra setup shared with
Career Management and Self-Service

--Matching Using "Skills" Implementation--


-Define as many structure for "Personal Analysis Flex"
-Enable Structures on different HR Forms using "Special Information
Types" under "Other Def. Menu"
-Enter Data on Job, Positions & Person Form
-Run "Job and Position Skills Matching Report" Request

--Matching Using "Competencies" Implementation "Suitaility Matching in


Self-Service"--
-Define "Competencies KFF" Structure which will be used in the
Business Group Def.
-Define Rating Scale
-Define Competence
-Define Competence Types
-Define Competence Requirement
-Enter "Competence Profile" for the person (Employee/Applicant)

--Setup Appraisal--
-Define "Competencies KFF" Structure which will be used in the
Business Group Def.
-Define Proficiency Rating Scale
-Define Competence
-Define Competence Types
-Define Performance Rating Scale
-Define Weighting Rating Scale (Optional)
-Define Appraisal Template

Payroll Setup-
-Define Payment Type
SWITCH TO RESPONSIBILITY : HR LOCALIZATION SEED DATA ENTRY
OPEN THE FUNCTION : DEFAULT OWNING PARAMETER
SELECT THE COUNTRY FROM THE NAME LOV
IN THE OWNING PRODUCT LIST ENTER HUMAN
RESOURCES AND PAYROLL IN TWO SEPARATE LINES
SAVE YOUR WORK
OPEN THE FUNCTION : PAYMENT TYPES
ENTER THE PAYMENT TYPE NAME , CATEGORY, CURRENCY AND COUNTRY
-Define Org. Payment Methods
-Define Payroll
-Define Monetry Units
-Develop "Element Skip" & "Input Validation" Formulas
-Define Elements
-Define Elements Links
-Define Grade Rates
-Define Salary Basis (doesn''t means that employee will get the amount
in the grade auto.)
-Register "User Defined Functions"
-Define Global Values
-Define Balances
-Define Table Structures
-Run "Create DFF Database Items" request
-Run "Create KFF Database Items" request
-Develop "Oracle Payroll" Formulas
-Define Formula Results

Security Setup--
-Define Security Profiles
-Define New Functions (If Any) :
- Define Custom Form
- Define Taskflow Node
- Define Taskflow
- Define Function

-Define Resposibilities
-Configure the following profiles for the resposibilities
- HR:Security Profile
- HR:User Type

-Transactions Sequence for the Above Scope--


-Recurit to Hire--
-Entering Budget
-Raise Vacancy Requision
-Create Recruitment Activity
-Enter Applicant Details (applicant Quick Entry)
-Complete Applicant Information (FastPath / Enter & Maintain)
-Record Interviews Along with Changing Application Status
-Hire Applicant

-Maintain Employment--
-Maintain Employee Master Data (Gender, Address, Special Info..etc)
-Maintain Assignment information :
- Org, Job, Positions, Grade, Payroll, Salary Basis
-Maintain Assignment Budget Values
-Maintain Personal Payment Method
-Maintain Costing
-Maintain Salary Administration
-Maintain Element Entries using :
- Batch Element entry
- Manual element Entry

-Payroll Processing--
-QuickPay
-Payroll Run
-View Assignment Results / Payroll Process Results
-Rollback Run then Payroll Run / Mark for retry then Retry
-Costing
-Transfer to GL
-Prepayment
-Cash / Cheque Writer / BACS

--T&L Setup
Define Compensation and Benefit Information/ Setup Elements and its
Calculations as provided in
the Payroll Section
Define Element Sets
Define Time & Labor Information/ Define Element Time Information
Define Time & Labor Information/ Define Holiday Calendar
Holiday Days
Define Time & Labor Information/ Define Shifts
Define Time & Labor Information/ Define Work Plan
Define Time & Labor Information/ Rotation Plan
Define Time & Labor Information/ Earning Group
Define Time & Labor Information/ Define Premium Eligibility Policy
Define Time & Labor Information/ Define Premium Interaction Policy
Define Time & Labor Information/ Define Shift Differential Policy
Define Time & Labor Information/ Earning Policy
Daily/Weekly Base and Overtime Rules

--T&L Transactions
-Assignment Time Information
-Create Batch Element Entry (BEE) Header Only
-Enter Time Card Information
-Submit "Validate for BEE" Request
-Submit "Transfer for BEE" Request
-Validate the Batch
-transfer the Batch to Create Element Entries for the Employee
-Process Payroll Processes

--TL & Absence Integration Workaround--


-Define Time Elements Information
-While Entering the Time Card Data Enter the "Hour Type" with the
Equavilant time Element
(e.g. Absence With Accrual Deduction / Absence with Payroll Deduction)
-For "Absence With Accrual Deduction", Such Element should feed
the "Net Calculation Rules" in the
"Accrual Plan" form, So any related element will be deducted from the
Accrual Balance
-For "Absence With Payroll Deduction", Such Element will be
used in Different Fastformula
to deduct the Equavilant Amount

-Start Self-Service"--
-Define User for Each Employee
-Assign Person / email to each user
-Assign Manager Self-Service / Employee Self-Service
Resposibilities

Oracle Tools-
-iSetup
-Implementation Wizard (Requires iSetup Knowledge)
-Web ADI (Application Desktop Inetgrators)
-XML Publisher (For Data / Reports) Publishing
-QuickPaint Reports (For Easy Generate simple HRMS Reports)

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