4i Core HR Setup Presentation - Varun Alavanthar
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This document provides an overview of setting up Oracle R12 Core HR. It discusses defining responsibilities and users, setting up flexfields and value sets, defining locations and business groups, and creating jobs, positions, and grades. It also covers entering and maintaining employee data. The goal is to understand the basic setup of Oracle R12 Core HR and how to configure different components like flexfields, values sets, and organizational structures.
4i Core HR Setup Presentation - Varun Alavanthar
- 1. 4iapps.com Oracle R12 Core HR Setup Document 4 i A p p s S o l u t i o n s I ND I A | UAE | O MAN |QATAR | USA Author : Varun Alavanthar
- 2. 4 ia p p s . c o m A. Define Responsibility B. Create User C. Flexfield D. Key Flexfield E. Define Key Flexfield F. Value Sets G. Compile Flexfield H. Define Location I. Define Business Group J. System Profile Values K. Organization Hierarchy and Diagrammer L. Define Job M. Define Position N. Define Grade O. Enterand Maintain P. Questions Content 2 To understand the basic setup of Oracle R12 Core HR LEARNING OUTCOMES a. Appreciate the design of Flex Fields in Oracle E-Biz b. How to define values for value sets c. Setting up Location and Define Business Group d. Creating JOB, POSITION and GRADE e. Enter and Maintain
- 3. 4 ia p p s . c o m Define Responsibility 3 1. Usethis window to define a responsibility. Each application user is assigned at least one responsibility. 2. Enter the “start/end “dates on which the responsibility becomes “active/inactive” 3. Data groups are used for backward compatibility only. 4. The menu has already be defined with OracleE- Business Suite. 5. Define function and menu exclusion rules to restrictthe application functionality accessible to a responsibility. Navigator: System Administration – Security – Responsibility – Define
- 4. 4 ia p p s . c o m Create User 4 1. Enter Usernameand Password to sign on to OracleEbiz. 2. The Status field indicates the status of the user account like Unassigned, Pending, Locked, Active and Inactive. 3. The user cannot sign on to Oracle E- Business Suite before the start date or after the end date. The default for the startdate is the current date. If you do not enter an end date, the username is valid indefinitely 4. Direct responsibilities are responsibilities assigned to the user directly. 5. Attribute– Select an attribute you want used to determine which records this user can access. You can select from any of the attributes assigned to the user's responsibility. Navigator: System Administration – Security – User – Define
- 5. 4 ia p p s . c o m o A flexfield is a field made up of sub fields or segments. o They help you customize applications, by holding particular information your enterprise needs and where you need it o key flexfield can hold as many as 30 separate segments of information o HRMS includes six user-definable key flexfields o Below screen shot will describe about How to define flexfields, create segments, value sets and compile. Flexfield 5 Flexfields Key Flexfields Segments Value sets Values
- 6. 4 ia p p s . c o m Key Flexfields 6 Job Job Name Job ID Position Position Name Position Code Grade GradeCode Cost Allocation Cost Allocation Name People Group People Group Name Competence Competence Navigator: System Administration – Application – Flexfield – Key -- Segments
- 7. 4 ia p p s . c o m Define Flexfield 7 Press F11, query flex field (ex: For Job -- Job% + CtrlF11). Press Ctrl Down arrow to create New Flexfield for JOB. Enter Job Flex Name Click segments
- 8. 4 ia p p s . c o m Value Sets 8 Nonetype value set when you want to allow users to enter any value so long as that value meets the value set formattingrules. Independentvalue set provides a predefined list of values for a segment. These values can have an associated description. Dependentvalue set is similar to an independent value set, except that the available values in the list and the meaningof a given value depend on which independent value was selected in a prior segment of the flexfield structure. Specialand Pair Value Sets provide a mechanism to allow a "flexfield-within-a-flexfield". These value sets are primarilyused for Standard Request Submission parameters.You do not generally use these value sets for normal flexfield segments.
- 9. 4 ia p p s . c o m Compile Flexfields 9 If you allow dynamic inserts when you set up your key flexfield, a user can enter a new combination of segment values using the flexfield window from a foreign key form.
- 10. 4 ia p p s . c o m Define Location 10 Navigator: ABC HRMS MANAGER – Work structure – Location 1. Uncheck the Global check box if you want the location to only be available within the default Business Group 2. If you are setting up a global location, the location namemust be unique across all Business Groups.
- 11. 4 ia p p s . c o m Define Business Group 11 Navigator: ABC HRMS MANAGER – Work structure – Organization– Define
- 12. 4 ia p p s . c o m Business Group Info. 12
- 13. 4 ia p p s . c o m System Profile Values 13 Navigator: System Administrator – Profile – System
- 14. 4 ia p p s . c o m System Profile Values 14 Navigator: System Administrator – Profile – System
- 15. 4 ia p p s . c o m System Profile Values 15 Navigator: System Administrator – Profile – System
- 16. 4 ia p p s . c o m Organization Hierarchy 16 1. Enter a unique name for the hierarchy, and check Primary if it is your main reporting hierarchy. 2. Enter the version number and start date for the hierarchy. 3. Query the top organization name in the Organizationblock. 4. In the Subordinates block, select the immediatesubordinates for the top organization. Navigator: ABC HRMS MANAGER – Work Structure – Organization– Hierarchy
- 17. 4 ia p p s . c o m Organization Hierarchy Diagrammer 17
- 18. 4 ia p p s . c o m Define Job 18 Evaluationto enter evaluation information and an overall evaluation score for the job. Requirementsto enter job requirements, such as required qualifications or valid experience, to help you match people to roles. Valid Grades- Choose Valid Grades to enter the grades to which workers can be assigned. Workpreferences- Choose Work preferences to enter work choices relevant to the job. Map Surveys- Choose Survey Mapping to link salary survey lines to your job. Extra Information - Choose Extra Information to enter job categories for the job. You can link as many categories as you need to a job. Navigator: ABC HRMS MANAGER – Work Structure – Job – Description
- 19. 4 ia p p s . c o m Define Position 19 Select the position type. The choices are: SingleIncumbent,meaningthat only one employee is allowed to hold the position at any time Shared,meaningthere can be several incumbents, up to the value of the FTE field Pooled(Public Sector only), meaning the position is loosely defined so rules about FTE and hours are not enforced by the system None,which you can select if you do not need to record position types Navigator: ABC HRMS MANAGER – Work Structure – Position – Description
- 20. 4 ia p p s . c o m Hiring Information 20 Enter the number of Full Time Equivalents to be assigned to this position. If the Position Type is Single Incumbent, FTE must be 1.0 or less. You can enter the number of incumbents that are planned for the position in the Headcount field. Navigator: ABC HRMS MANAGER – Work Structure – Position – Description
- 21. 4 ia p p s . c o m Work Terms 21 Note: The Working Hours and NormalStart and End Times default from the organization,but you can override them.
- 22. 4 ia p p s . c o m Work Terms in detail 22 Enter a number in the Working Hoursfield,and select the correspondingperiod of time in the Frequency field. For example, enter 40 and select Week. Enter the normal start and end times in 24 hour format. For example, for 5.30 p.m., enter 17:30. Select the name of a person who supervises this position. See also the Supervisorfield in the Related Positions region if the position is supervised by the holder of a specified position rather than a named person. Select the Replacement required field if you want users to be warned that they should enter the nameof a replacement when they enter an absence for a holder of this position. You mightdo this for positions where it is essential that a person is in chargeat all times. In the Relief field,you can select the position that should be held by people who cover this position when the incumbent is absent. Select the position from which a successorwill to move to fill this position.
- 23. 4 ia p p s . c o m Entering Additional Detail 23 Navigator: ABC HRMS MANAGER – Work Structure – Position – Description If required, enter comments, a posting description for recruitment purposes, and any special confidentiality or security requirements, such as a clearance level.
- 24. 4 ia p p s . c o m Enter and Maintain 24 This window will help you to create and Maintain Employee details. Navigator: ABC HRMS MANAGER – People – Enter and Maintain
- 25. 4 ia p p s . c o m Questions Continue 25
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