R12.x Oracle HRMS Work Structures Fundamentals Student Guide

D60565GC10

Edition 1.0

October 2010

D69202

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Author

Gowri Arur

Technical Contributors and Reviewers

Leanne Wilborn

This book was published using: Oracle Tutor

Copyright © Oracle 2010. All rights reserved.

R12.x Oracle HRMS Work Structures Fundamentals Table of Contents i

Table of Contents

Overview of Enterprise Work Structures......................................................................................................1-1 Overview of Enterprise Work Structures.......................................................................................................1-3 Objectives ......................................................................................................................................................1-4 Topics ............................................................................................................................................................1-5 Overview of Enterprise Work Structures.......................................................................................................1-6 Oracle HRMS Information Model.................................................................................................................1-7 Typical Types of Enterprise...........................................................................................................................1-9 Project-based Enterprise: Characteristics ......................................................................................................1-10 Project-based Enterprise: System Needs .......................................................................................................1-11 Project-based Enterprise: Oracle Solution.....................................................................................................1-12 Rule-based Enterprise: Characteristics ..........................................................................................................1-13 Rule-based Enterprise: System Needs ...........................................................................................................1-14 Rule-based Enterprise: Oracle Solution.........................................................................................................1-15 Setting up Enterprise Work Structures - A Best Practice in Configuration ...................................................1-16 Quiz ...............................................................................................................................................................1-17

Understanding Work Structure Components 1 ............................................................................................2-1 Understanding Work Structure Components 1 ..............................................................................................2-3 Work Structures Overview ............................................................................................................................2-4 Representing the Employer............................................................................................................................2-5 Enterprise Models Using Configuration Workbench.....................................................................................2-6 Business Groups in Oracle HRMS ................................................................................................................2-8 Startup Business Group .................................................................................................................................2-9 One or Many Business Groups ......................................................................................................................2-10 Quiz ...............................................................................................................................................................2-11

Understanding Work Structure Components 2 ............................................................................................3-1 Understanding Work Structure Components 2 ..............................................................................................3-3 Overview .......................................................................................................................................................3-4 Locations .......................................................................................................................................................3-5 Organizations.................................................................................................................................................3-6 Organization Hierarchies ...............................................................................................................................3-7 Automatic Creation of Organizations ............................................................................................................3-8 Jobs and Positions..........................................................................................................................................3-9 Security Based on Work Structures ...............................................................................................................3-10 Quiz ...............................................................................................................................................................3-11 Summary........................................................................................................................................................3-14

Understanding Work Structure Components 3 ............................................................................................4-1 Understanding Work Structure Components 3 ..............................................................................................4-3 Overview .......................................................................................................................................................4-4 Using Grades to Compare Roles....................................................................................................................4-5 Grade Structure..............................................................................................................................................4-6 Grade Steps....................................................................................................................................................4-7 People Groups ...............................................................................................................................................4-8 Quiz ...............................................................................................................................................................4-9 Summary........................................................................................................................................................4-12

Setting Up Enterprise Work Structures ........................................................................................................5-1 Setting Up Enterprise Work Structures .........................................................................................................5-3 Objectives ......................................................................................................................................................5-4 Topics ............................................................................................................................................................5-5 Setting up Enterprise Work Structures ..........................................................................................................5-6

Defining Key Flexfields ...................................................................................................................................6-1

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R12.x Oracle HRMS Work Structures Fundamentals Table of Contents ii

Defining Key Flexfields ................................................................................................................................6-3 Overview .......................................................................................................................................................6-4 Key Flexfields in Oracle HRMS....................................................................................................................6-5 Standard Features of Key Flexfields..............................................................................................................6-6 A Key Flexfield .............................................................................................................................................6-7 Job Key Flexfield ..........................................................................................................................................6-8 Position Key Flexfield ...................................................................................................................................6-9 Grade Key Flexfield ......................................................................................................................................6-10 Cost Allocation Key Flexfield .......................................................................................................................6-12 People Group Key Flexfield ..........................................................................................................................6-13 Personal Analysis Key Flexfield ...................................................................................................................6-14 Competence Key Flexfield ............................................................................................................................6-15 Collective Agreement Grades Key Flexfield.................................................................................................6-16 Points to Consider..........................................................................................................................................6-17 Quiz ...............................................................................................................................................................6-18 Summary........................................................................................................................................................6-21

Creating a Business Group .............................................................................................................................7-1 Creating a Business Group ............................................................................................................................7-3 Overview .......................................................................................................................................................7-4 Representing Your Enterprise........................................................................................................................7-5 The Business Group.......................................................................................................................................7-6 Single or Multiple Business Groups ..............................................................................................................7-7 Single and Multiple Business Groups............................................................................................................7-8 Sharing Information.......................................................................................................................................7-9 Share Information Using User Profile ...........................................................................................................7-10 Standard Information.....................................................................................................................................7-11 Information Associated with a Business Group.............................................................................................7-12 Person Numbers.............................................................................................................................................7-13 Initial Tasks ...................................................................................................................................................7-14 Quiz ...............................................................................................................................................................7-15 Summary........................................................................................................................................................7-19

Creating Locations ..........................................................................................................................................8-1 Creating Locations.........................................................................................................................................8-3 Overview .......................................................................................................................................................8-4 Internal and External Addresses ....................................................................................................................8-5 Closing Down a Location ..............................................................................................................................8-6 Quiz ...............................................................................................................................................................8-7 Summary........................................................................................................................................................8-9

Creating Organizations...................................................................................................................................9-1 Creating Organizations ..................................................................................................................................9-3 Overview .......................................................................................................................................................9-4 Organizations Within Business Group ..........................................................................................................9-5 Organization Classifications..........................................................................................................................9-6 Additional Organization Information ............................................................................................................9-7 Organization Manager ...................................................................................................................................9-8 End Dates on Organizations ..........................................................................................................................9-9 Deleting Organizations ..................................................................................................................................9-10 Organization Hierarchies ...............................................................................................................................9-11 Automatic Creation of Organizations ............................................................................................................9-12 Quiz ...............................................................................................................................................................9-13 Summary........................................................................................................................................................9-16

Representing Financial Reporting Structures...............................................................................................10-1 Representing Financial Reporting Structures ................................................................................................10-3 Overview .......................................................................................................................................................10-4 Parallel Reporting Structures HR and GL .....................................................................................................10-5

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R12.x Oracle HRMS Work Structures Fundamentals Table of Contents iii

Parallel Reporting Structures Similar but not same.......................................................................................10-6 Summary........................................................................................................................................................10-7

Representing Government Reporting Structures (US) ................................................................................11-1 Representing Government Reporting Structures (US)...................................................................................11-3 Overview .......................................................................................................................................................11-4 Reporting Requirements ................................................................................................................................11-5 Preparing for Government–Mandated HR Reporting....................................................................................11-6 Reporting Categories and Statuses ................................................................................................................11-7 Reporting Organizations................................................................................................................................11-8 Defining Organization Information for Government Mandated Reporting ...................................................11-10 Record Establishment Details........................................................................................................................11-11 Establishment Hierarchies .............................................................................................................................11-12 Establishment Hierarchy Using Organization Hierarchy...............................................................................11-13 Create Establishment Hierarchies Using Organization Hierarchy.................................................................11-15 Establishment Hierarchy Using Generic Hierarchies ....................................................................................11-16 Create Establishment Hierarchy Using Generic Hierarchies .........................................................................11-18 AAP Establishment Hierarchies ....................................................................................................................11-19 Reporting Checklist .......................................................................................................................................11-20 Quiz ...............................................................................................................................................................11-21 Summary........................................................................................................................................................11-23

Representing Jobs and Positions ....................................................................................................................12-1 Representing Jobs and Positions....................................................................................................................12-3 Overview .......................................................................................................................................................12-4 Using Jobs or Positions..................................................................................................................................12-5 Jobs................................................................................................................................................................12-6 Job Structure..................................................................................................................................................12-7 Representing Positions ..................................................................................................................................12-8 Positions ........................................................................................................................................................12-9 Using Positions ..............................................................................................................................................12-10 Examples of Positions ...................................................................................................................................12-11 Position Structure ..........................................................................................................................................12-12 Position Control.............................................................................................................................................12-13 Position Transactions.....................................................................................................................................12-14 Position Hiring Status....................................................................................................................................12-15 Additional Information for Jobs and Positions ..............................................................................................12-16 Changing Job and Position Definitions .........................................................................................................12-17 Changing Details ...........................................................................................................................................12-18 Quiz ...............................................................................................................................................................12-19 Summary........................................................................................................................................................12-23

Position Hierarchies ........................................................................................................................................13-1 Position Hierarchies.......................................................................................................................................13-3 Overview .......................................................................................................................................................13-4 Position Hierarchy - Example........................................................................................................................13-5 Defining Position Hierarchies........................................................................................................................13-6 Hierarchy Diagrammers ................................................................................................................................13-7 Changing Position Hierarchies ......................................................................................................................13-8 Quiz ...............................................................................................................................................................13-9 Summary........................................................................................................................................................13-10

Mass Move Updates.........................................................................................................................................14-1 Mass Move Updates ......................................................................................................................................14-3 Overview .......................................................................................................................................................14-4 Reorganization...............................................................................................................................................14-5 Moving Assignments.....................................................................................................................................14-6 Considerations Before a Mass Move .............................................................................................................14-7 Quiz ...............................................................................................................................................................14-8

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R12.x Oracle HRMS Work Structures Fundamentals Table of Contents iv

Summary........................................................................................................................................................14-11 Understanding Checklists ...............................................................................................................................15-1

Understanding Checklists ..............................................................................................................................15-3 What Are Checklists? ....................................................................................................................................15-4 Benefits of Checklists ....................................................................................................................................15-5 How Checklists Work....................................................................................................................................15-6 Checklist-Task Performers ............................................................................................................................15-8 Quiz ...............................................................................................................................................................15-9 Summary........................................................................................................................................................15-11

Setting Up Workers Compensation (US).......................................................................................................16-1 Setting Up Workers Compensation (US).......................................................................................................16-3 Overview .......................................................................................................................................................16-4 Workers' Compensation in Oracle HRMS.....................................................................................................16-5 WC Insurers...................................................................................................................................................16-6 WC Work Classification Codes.....................................................................................................................16-7 WC Work Premium Rates .............................................................................................................................16-8 Workers' Compensation Liability ..................................................................................................................16-9 Quiz ...............................................................................................................................................................16-10 Summary........................................................................................................................................................16-12

Setting Up Enterprise Work Structures - Conclusion..................................................................................17-1 Setting Up Enterprise Work Structures - Conclusion ....................................................................................17-3 Summary........................................................................................................................................................17-4