Core HR Setup

Core – HR Setup in Oracle HRMS

Naming Conventions can be like

  Company Name:-                DEMO        Country:- US

  Business group name like  DEMO US Corporation

  Flex Field name like           DEMO_US_JOB_FLEXFIELD

Steps

Responsibility and User Setup

    1) Create Application user.
     Concept:- Application user is created to perform action in the application.

    (R) System Administrator>Security>user>define
                   ·         HRMSSETUP


2) Create Custom application Responsibility

   Concept:- Responsibility is used to define the particular roles performed by oracle application user. We assign menu and request group to the responsibility.

    (R) System Administrator>Security>Responsibility>define
                   ·         US Super HRMS Manager Resp

    3) Assign Created Custom Responsibility to created application user.(

    (R) System Administrator>Security>user>define

1. 
   

Key-flex field and Value Set Setup

Flex Field

(R)  System Administrator > Application> Flexfield>key>segment

Concept: Key-flex fields are used to define the structure of your organization. For key flex-field we have to define flex-field structure name, segment name, qualifier, flex-field value set.

We define the flex-field structure according to client business group definition.

Value Sets

(R) System administrator > Application > Validation > Set

Concept:  To validate the values which a user can enter for any job segment, you must define a value sets.

1)   Job Key-flex field

Concept:-Job is used to define the working role performed by employee of the company.

Jobs are independent of the organization and can be shared among the organizations while positions are restricted to the organization.

Using Organizations and jobs you can manage employee assignments in which employees commonly move between organizations but keep the same job.

Structure Example:-

Company 1:   100.CEO  ( JobCode. Job Name)

Company 2    (More Explicitly defined): 

                      Corporate.CEO.Executive     (DepartmentName.JobName.JobLevel)

Suppose when job segment contains more details information at that time there is no require to maintain position.

Notes:- If any client is not want to implement oracle hrms module then also Key Flex-Field and Business group need to be setup because it required for all kind of modules.  

   

a)    Job Flex-field value set

      ·         DEMO_US_DEPT_NAME

     ·         DEMO_US_JOB_NAME

     ·         DEMO_US_JOB_LEVEL

b)   Define Value Sets values

         (R) System Administrator (N) Application > Validation > Values

           

         DEMO_US_DEPT_NAME

                 CORP, FIN, HR, IT

          DEMO_US_JOB_NAME

                 CORP (CEO,CFO, President)

            FIN (Vice President, Director, Manager, Supervisor, Officer, Accounting Clerk)

                 HR (Vice President, Director, Manager, Supervisor, Officer) 

                 IT (Vice President, Director, Manager, Developer, Analyst)

                        DEMO_US_JOB_LEVEL

                 EXEC, I, II, III, MGR, SUPR

    C)   Define Job Flex-Field

          
         Structure Name                  DEMO_US_JOB_FLEXFIELD

         
         Segment Name and Assigned Value set
                  Job Department                      DEMO_US_DEPT_NAME
                  Job Name                                DEMO_US_JOB_NAME
                  Job Level                                 DEMO_US_JOB_LEVEL

2) Position Flex Field

Concept:-  Position like job is used to define employee roles within oracle human resource.Position is defined within a single organization and belongs to it.

3) Grade Flex Field

Concept:- Grades are used to represent the relative status of employees within an enterprise, or work group. They are  also used as the basis of many compensation and benefits policies. (ie. Company car, cell phones etc…) Grades are mostly used by Government sector

4)  People- Group Flex Field

Concept:- People group flex field segment is used to define the groups of employees which exists within an organization.

a)   Define People Group Flex field value sets.

     ·         US_UNION

b)   Define People Group Flex Field Value sets’s Values

      ·         EMP_UNION1
     ·         MANAGER_UNION
      ·         EXECUTIVE_GUILD

c)   Define People Group Flex Field Structure and Segment Name

     
       Structure Name:-                DEMO_US_PEOPLE_GEOUP_FLXFIELD                             Segment Name and Assigned Value Sets:

                        DEMO Union                  DEMO_UNION

              OT Eligible                     Yes_No

              Sick Pay Eligible             Yes_No

5) Competence Flex Field

Concept:- Competence Flex field is used to define employee Competence (skill). Competence Flex field mainly used for Human Resource, iRecruitment and Oracle Training.

6) Cost- Allocation Flex Field

Cost- Allocation flex field is required to ensure the correct payroll costs are accurately sent to the general ledger. Accounting key-flex field in finance maps to the Cost- Allocation flex field in oracle HRMS. Flex-field Qualifier is mostly used for Cost-Allocation Key flex-field.  

Flex-field Qualifier is mainly used to set what segment would be display on which window(screen).

Flex-Field Qualifier is enabled at Assignment, Balancing, Element, Element Entry, Organization, Payroll window.

Element Entry Level Costing Information gets higher Priority. Means suppose Costing Information Defined at Assignment and Element Entry Level then Element Entry Level Costing Information gets higher priority.

       Descriptive Flex Field

   
   Concept: Descriptive Flex Field is used to define your own additional fields to standard oracle window. For Example Person Years of Industry Experience we can define Additional Personal Details Flex Field to record Additional Information.

2 Types

    i)   Global Segment:- Segment always appear in the flex-field window
  ii) Context-Sensitive Segment:- Segment appear only when a defined context exists.

   1) Define Descriptive Flex Field

(R) System Administrator (N) Application > Flex field > Descriptive > Segments

a)    Additional Personal Detail
         Structure:- Global Data Elements
         Segments:- Years of Industry Experience, Oracle Certified

b) Additional Assignment Details
         Structure:- DEMO US Assignment Details
       Segments:- Legacy Employee number, Business Card Title, Previous Company

   Work Structure Setup

Concept: Work structure in HRMS setup includes setting up locations, Organizations, jobs, positions, grade etc

1)   Define location

         

          Concept:- Location is the place where your organization resides. we can              create two types of locations.

          a)   Global – Global location can be shared across the multiple business group. 

          b)  Local- local location cannot be shared across the multiple business group.

(R) US Super HRMS Manager (N) Work structure > Locations

* DEMO Corporation US Corporate Office

2)   Define Organization

Concept:- Organization is of any type like Department, Division, Business Group in which employee works which is your part of your enterprise.

There are 2 Types of organizations.

a)   Internal:-  Internal Organization is any department,division which resides in your organization.

b)   External:- External Organization is any organization which is not include in your Enterprise Umbrella but it is a Outside of your organization i.e Insurance Company, bank etc..

3)  Define Business Group

Concept:- A Business is the highest level entity in the organization.

A Business group can have its own set of default values, with its own internal organizations, grades, jobs, positions, payrolls, employees, compensations and benefits.

In Business Group Classification Attach your all created flex field .

(R) US Super HRMS Manager (N) Work Structure > Organization > Structures.

* DEMO Corp US Business Group

  Classification:- Business Group

4)   Define Profile Options

a)  HR:NI Unique Error or Warning  values(error or warning)

b)  HR:National Identifier Validation   values(error on fail, warning on fail, none)

c)   HR:Business Group

d)  HR:Cross Business Group

e)   HR:User Type

f)    DateTrack:Reminder

5)    Define Organization with GRE/Legal Entity or HR Organization

Concept:- Organization with GRE/Legal Entity we need to create for taxable information and for reporting and payroll processing purposes.

 DEMO Corporation US                

       Classification :- Gre/Operating Unit

 DEMO Corporation US – Finance

DEMO Corporation US – Human Resources

 DEMO Corporation US – IT

 DEMO Corporation US – Corporate

6)  Define Organization Hierarchy

Concept:- Organization Hierarchy is used to represent management or other reporting structures by arranging organizations into reporting hierarchies. An organization can belong to any number of hierarchies, but it can only appear once in any hierarchy.

(R) US Super hrms manager (N) Work Structures > Organization  > Hierarchy

* DEMO Corporation US Hierarchy

a)    Show Hierarchy Diagrammer

(R) US Super hrms manager (N) Work Structures > Organization  > Diagrammer

7) Define Job Group or rename job group

(R)  us Super hrms manager (N) Work Structure > job > job group

8) Define jobs

(R)  us Super hrms manager (N) Work Structure > job > Description

 Further Information while creating jobs.

è FLSA Code ( Fair Labor Standard Act)

·         Mostly used in US.

·         Two values(automatically comes when you select us Business group)

i)             Exempt:  

                       Mostly fixed Salaried

                       Most likely not eligible for overtime

                       Certain Guaranteed  Income.