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HRMS Implementation Setup Process

The document provides steps for setting up common HRMS configurations and modules in Oracle apps, including enabling the functional currency, configuring flexfields for grades, jobs, positions and more, defining locations, business groups, responsibilities, and profile options. It also outlines setup steps for core HR, leave management, payroll, and time and labor modules.

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Shahariar Asif
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© © All Rights Reserved
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Download as DOCX, PDF, TXT or read online on Scribd
29 views

HRMS Implementation Setup Process

The document provides steps for setting up common HRMS configurations and modules in Oracle apps, including enabling the functional currency, configuring flexfields for grades, jobs, positions and more, defining locations, business groups, responsibilities, and profile options. It also outlines setup steps for core HR, leave management, payroll, and time and labor modules.

Uploaded by

Shahariar Asif
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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HRMS Implementation

Setup Process in Oracle


apps

Prepared by
Shahariar Asif
14th, February 2024

Inventory & Production functional design document (Proprietary & Confidential)


Table of Contents
I. HRMS Common Setup.......................................................................1
1. Enable Functional Currency in GL Module...................................................................................................1
2. Configure Business Group KFF:.......................................................................................................................2
 Grade Flexfield Structure..............................................................................................................2
 Group Flexfield Structure..............................................................................................................3
 Job Flexfield Structure...................................................................................................................4
 Costing Flexfield structure............................................................................................................5
 Position Flexfield structure...........................................................................................................6
 Competence Flexfield structure....................................................................................................7
3. Define Location......................................................................................................................................................8
4. Define Business Group and enter its other information.........................................................................9
5. Classify it as an "HR Organization" and enter its other information..................................................9
6. Define a new Responsibility which can access all functions / Requests........................................10
7. Configure the Following Profile Options:..................................................................................................10
 HR: Business Group Responsibility Level.....................................................................................10
 HR: Security Profile Responsibility Level.....................................................................................10
 HR: User Type Responsibility Level.............................................................................................10
8. Define Lookup:....................................................................................................................................................11
II. HR Setup........................................................................................12
1. Define HR Organization and enter its other information....................................................................12
2. Define Organizations Hierarchy...................................................................................................................12
3. Define Jobs Groups............................................................................................................................................13
4. Define Jobs............................................................................................................................................................13
5. Define Positions..................................................................................................................................................14
6. Define Positions Hierarchy.............................................................................................................................15
7. Define Grades......................................................................................................................................................15
III. HR-Leave Management..................................................................16
1. Define Elements..................................................................................................................................................16
2. Define Absence Types.......................................................................................................................................16
3. Define Accrual Plan...........................................................................................................................................17
IV. Payroll Setup.................................................................................18
1. Define Payment Type........................................................................................................................................18
2. Define Org. Payment Methods.......................................................................................................................19
3. Consolidation Sets..............................................................................................................................................20
4. Define Payroll......................................................................................................................................................20
5. Define GL MAP.....................................................................................................................................................21
6. Define Elements Links......................................................................................................................................21
7. Define Salary Basis............................................................................................................................................22
8. Define Global Values.........................................................................................................................................22

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V. Time & Lanor Setup........................................................................23
1. Define Time & Labor Information/ Define Element Time Information..........................................23
2. Define Time & Labor Information/ Define Holiday Calendar............................................................24
3. Define Time & Labor Information/ Define Shifts....................................................................................24
4. Define Time & Labor Information/ Define Work Plan..........................................................................25
5. Define Time & Labor Information/ Rotation Plan..................................................................................25
6. Define Time & Labor Information/ Earning Group................................................................................26
7. Define Time & Labor Information/ Earning Policy................................................................................26

Inventory & Production functional design document (Proprietary & Confidential)


I. HRMS Common Setup
1. Enable Functional Currency in GL Module
Navigations: General Ledger Super User > Setup > Currencies > Define >

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2. Configure Business Group KFF:
 Grade Flexfield Structure
Navigations: General Ledger Super User > Setup > Financials > Key > Segments >

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 Group Flexfield Structure
Navigations: General Ledger Super User > Setup > Financials > Key > Segments >

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 Job Flexfield Structure
Navigations: General Ledger Super User > Setup > Financials > Key > Segments >

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 Costing Flexfield structure
Navigations: General Ledger Super User > Setup > Financials > Key > Segments >

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 Position Flexfield structure
Navigations: General Ledger Super User > Setup > Financials > Key > Segments >

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 Competence Flexfield structure
Navigations: General Ledger Super User > Setup > Financials > Key > Segments >

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3. Define Location
Navigations: General Super HRMS Manager > Work Structures > Location >

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4. Define Business Group and enter its other information
Navigations: Global Super HRMS Manager > Work Structures > Organization > Description >

5. Classify it as an "HR Organization" and enter its other information


Navigations: Global Super HRMS Manager > Work Structures > Organization > Description >

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6. Define a new Responsibility which can access all functions / Requests
Navigations: System Administrator > Security > Responsibility > Define >

7. Configure the Following Profile Options:


 HR: Business Group Responsibility Level

 HR: Security Profile Responsibility Level

 HR: User Type Responsibility Level

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8. Define Lookup:
Navigations: Global Super HRMS Manager > Other Definitions > Application Utilities Lookups

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II. HR Setup
HR-Work Structure Setup

1. Define HR Organization and enter its other information


Navigations: Global Super HRMS Manager > Work Structures > Organization > Description >

2. Define Organizations Hierarchy


Navigations: Global Super HRMS Manager > Work Structures > Organization > Hierarchy >

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3. Define Jobs Groups
Navigations: Global Super HRMS Manager > Work Structures > Job > Job Group

Note: Don’t Create new Job Group. Just rename the default job group

4. Define Jobs
Navigations: Global Super HRMS Manager > Work Structures > Job > Description

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5. Define Positions
Navigations: Global Super HRMS Manager > Work Structures > Position > Description

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6. Define Positions Hierarchy
Navigations: Global Super HRMS Manager > Work Structures > Position > Description

7. Define Grades
Navigations: Global Super HRMS Manager > Work Structures > Position > Description

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III. HR-Leave Management

1. Define Elements
Navigations: Global HRMS Manager > Total Compensation > Basic > Element Description >

2. Define Absence Types


Navigations: Global HRMS Manager > Total Compensation > Basic > Element Description

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3. Define Accrual Plan
Navigations: Global HRMS Manager > Total Compensation > Basic > Accrual Plan >

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IV. Payroll Setup

1. Define Payment Type


Navigations: Global HRMS Manager > Payroll > Payment Type >

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2. Define Org. Payment Methods
Navigations: Global HRMS Manager > Payroll > Payment Type >

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3. Consolidation Sets
Navigations: Global HRMS Manager > Payroll > Consolidation >

4. Define Payroll
Navigations: Global HRMS Manager > Payroll > Description >

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5. Define GL MAP
Navigations: Global HRMS Manager > Payroll > GL Flexfield MAP >

6. Define Elements Links


Navigations: Global HRMS Manager > Total Compensation > Basic > Link >

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7. Define Salary Basis
Navigations: Global HRMS Manager > Total Compensation > Basic > Salary Basis >

8. Define Global Values


Navigations: Global HRMS Manager > Total Compensation > Basic > Global Value >

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V. Time & Lanor Setup
1. Define Time & Labor Information/ Define Element Time Information
Navigations: OTL Super Administrator > OTL Time Accounting > Element Time Information >

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2. Define Time & Labor Information/ Define Holiday Calendar
Navigations: OTL Super Administrator > Table Setup and Maintenance > Holiday calendar >

3. Define Time & Labor Information/ Define Shifts


Navigations: OTL Super Administrator > Table Setup and Maintenance > Shift >

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4. Define Time & Labor Information/ Define Work Plan
Navigations: OTL Super Administrator > Table Setup and Maintenance > Work Plan >

5. Define Time & Labor Information/ Rotation Plan


Navigations: OTL Super Administrator > Table Setup and Maintenance > Rotation Plan >

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6. Define Time & Labor Information/ Earning Group
Navigations: OTL Super Administrator > Table Setup and Maintenance > Earning Group >

7. Define Time & Labor Information/ Earning Policy


Navigations: OTL Super Administrator > OTL Time Accounting > Policies > Earning >

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