HRMS Windows and their Navigation Paths.doc

Windows and their Navigation Paths
The following list shows the default
navigation paths for all the windows in
Oracle HRMS, as they are supplied. You can
use task flow windows directly from the
menu, or from the People and Assignment
windows.
The responsibility that you use determines
which of these windows you can use and how
you access them. Your system administrator
sets up navigation menus and task flows for
your responsibility. They may also create
customized versions of some of these windows
using different window titles.
Absence Detail
Do one of the following:
1. Choose People -> Enter and Maintain in
the Navigator.
2. Choose the Others button and select
Absence.
Or:
1. Choose Fastpath -> Absence in the
Navigator.
2. In the resulting Find window, query the
person.
Absence Attendance Type
Choose Total Compensation -> Basic ->
Absence Types in the Navigator.
Accrual Bands
1. Choose Total Compensation -> Basic ->
Accrual Plans in the Navigator.
2. Enter or query an accrual plan name.
3. Choose the Accrual Bands button.
Accrual Plans

Accruals
1. Choose View -> Employee Accruals in the
Navigator.
2. Run a query in the Assignments Folder
window.
3. Select an employee assignment and choose
the Accruals button.
Or:
1. Choose Fastpath -> Accruals in the
Navigator.
person.
Action Parameters
1. Choose Processes and Reports ->
Action Parameters in the Navigator.
Action Types
1. Choose Total Compensation -> Programs and
Plans -> Plan Enrollment Requirements in the
Navigator.
2. Query or enter a plan.
3. Choose the Actions button.
Activity Rate
1. Choose Total Compensation ->
Rates/Coverage Definitions -> Flex Credits
in the Navigator.
2. Query a compensation object.
3. Choose the Activity Rate button.
Activity Variable Rates and Rules
in the Navigator.
3. Choose the Variable Rates button.

Actual Premiums
Choose Total Compensation -> Rates/Coverage
Definitions -> Actual Premiums in the
Navigator.
Address
the Navigator.
2. Enter or query a person.
3. Choose the Address button.
Or:
1. Choose Fastpath -> Address in the
Navigator.
person.
Adjust Balance (Payroll only)
the Navigator.
2. Enter or query an employee.
3. Choose the Assignment button.
Adjust Balance.
Or:
1. Choose Fastpath -> Adjust Balances in the
Navigator.
person.
Advanced Criteria
1. Choose Benefits Extract -> Criteria
Definition in the Navigator.
2. Query or enter a criteria definition and
choose the Advanced tab.
3. Select a Criteria Type and choose the
Details button.

Agreement Grades
Choose Work Structures -> Collective
Agreements and Grade Structures in the
Navigator.
Alter Effective Date
Choose Tools -> Alter Effective Date from
the Tools menu.
Applicant Entry
Choose Recruitment -> Applicant Quick Entry
in the Navigator.
Applicant Interview
the Navigator.
2. Enter or query an applicant.
Application.
4. Choose the Interview button.
Application
the Navigator.
2. Enter or query an applicant.
Application.
Or:
1. Choose Fastpath -> Application in the
Navigator.
person.
Application Utilities Lookups
1. Choose Other Definitions -> Application
Utilities Lookups in the Navigator.
2. Enter or query a user-defined Type.
Appraisal Template
Choose Career Management -> Appraisal

Template in the Navigator.
Assessment Template
Choose Career Management -> Assessment
Template in the Navigator.
Assign Security Profiles
Choose Security -> Assign Security Profiles
in the Navigator.
Assignment
the Navigator.
Or:
1. Choose Fastpath -> Assignment in the
Navigator.
person.
Assignment Budget Values
the Navigator.
2. Enter or query an applicant or an
employee.
3. Do one of the following:
For an applicant:
Choose the Others button and select
Application.
Choose the Budgets button.
For an employee:
Choose the Assignment button.
Choose the Others button and select Budget
Values.
Or:
1. Choose Fastpath -> Assignment Budget in

the Navigator.
person.
Assignment Criteria
1. Choose Payroll -> Assignment Set in the
Navigator.
2. Enter or query an assignment set.
3. Choose the Criteria button.
Assignment History
Choose View -> Histories -> Employee
Assignment in the Navigator.
Assignment Processes
1. Choose View -> Payroll Process Results in
the Navigator.
2. Enter or query a payroll process.
3. Choose the Assignment Process button.
Assignment Set
Choose Payroll -> Assignment Set in the
Navigator.
Assignment Statuses
Choose Work Structures -> Status in the
Navigator.
Assignments Folder
Choose View -> Lists -> Assignment Folder in
the Navigator.
Authentication Activities (Advanced Benefits
Only)
Choose Total Compensation -> General
Definitions -> Authentication Activities in
the Navigator.
Balance (Payroll only)
Balance in the Navigator.
Balance Classifications (Payroll only)

2. Enter or query a balance.
3. Choose the Classifications button.
Balance Dimensions (Payroll only)
2. Enter or query a balance.
3. Choose the Dimensions button.
Balance Feed Control (Payroll only)
Element Description in the Navigator.
2. Enter or query an element.
3. Choose the Balance Feed Control button.
Balance Feeds (Payroll only)
Note: This instance of the Balance Feeds
window lets you select more than one balance
for the element to feed.
3. Choose the Balance Feeds button.
Bargaining Unit (for a Constituency)
1. Choose Work Structures -> Organization ->
Description in the Navigator.
2. Enter or query a constituency.
Bargaining Unit.
Batch Assignment Entry
1. Choose Mass Information eXchange: MIX ->
Batch Element Entry in the Navigator.
2. Enter or query a batch header.
3. Choose the Assignment Lines button.
Batch Header
Choose Mass Information eXchange: MIX ->

Batch Lines
3. Choose the Element Lines button.
Batch Process Parameters (Advanced Benefits
Only)
Choose Processes and Reports -> Batch
Process Parameters in the Navigator.
Batch Summary
Choose Mass Information eXchange: MIX -> BEE
Summary in the Navigator.
Belgian Tax Information (Belgian users only)
the Navigator.
4. Choose the Tax Information button.
Beneficiary Certifications
Navigator.
2. Query a plan.
3. Choose the Designations tab.
4. Choose the Beneficiary tab.
5. Choose the Certifications button.
Benefits Balances
Definitions -> Eligibility/Rate Factors ->
Benefits Balances in the Navigator.
Benefits Group
Benefits Group in the Navigator.
Benefits Pools (Advanced Benefits Only)

Choose Total Compensation -> Rate/Coverage
Definitions -> Benefits Pools in the
Navigator.
Benefits Service Center (Advanced Benefits
Only)
Choose People -> Benefits Service Center in
the Navigator.
Book Events
the Navigator.
2. Enter or query an employee or applicant.
Bookings.
Budget
1. Choose Work Structures -> Budget ->Budget
Details in the Navigator.
budget.
3. Select a budget version.
4. Choose the Open button.
Budget Characteristics
Choose Work Structures -> Budget -> Budget
Characteristics in the Navigator.
Budget Details
Follow these steps if you are entering a
budget that is not routed for approval.
budget.
3. Select a budget version.
4. Choose the Open button.
5. Select a line item in the budget and
choose the Periods button.
Follow these steps if you are routing a

budget for approval through a hierarchy of
approvers.
1. Choose Work Structures -> Budget -
>Worksheet in the Navigator.
2. Define the properties of the worksheet.
3. Choose the Create Worksheet button.
4. Edit the worksheet by entering values for
budget line items.
5. Choose the Periods button.
Budget Reallocation
Choose Work Structures -> Budget ->Budget
Reallocation in the Navigator.
Budget Set
Choose Work Structures -> Budget ->Budget
Set in the Navigator.
Budget Value Defaults
2. Enter or query a Business Group.
Budget Value Defaults.
Budgetary Calendar
Choose Work Structures -> Budget -> Budget
Calendar in the Navigator.
Budgets
budget.
Business Group Information
2. Enter or query a Business Group.
Business Group Information.

Career Path Names
Choose Work Structures -> Job -> Path Name
in the Navigator.
Certifications
Navigator.
3. Choose the General tab.
4. Choose the Plan or Option tab.
Change Event Log
Choose Mass Information eXchange -> System
Extract -> Change Event Log in the
Navigator.
Collapse Life Events
Definitions ->Additional Setup -> Collapse
Life Events in the Navigator.
Collective Agreements
Choose Work Structures -> Collective
Agreements in the Navigator.
Collective Agreement Grades (for a
Constituency)
Collective Agreement Grades.
Columns
1. Choose Other Definitions -> Table Structure
in the Navigator.
2. Enter or query a table.
3. Choose the Columns button.
Communication Delivery Methods

Choose Fastpath -> Personal Delivery Method
in the Navigator.
Communication Types
Definitions -> Additional Setup ->
Communication Types in the Navigator.
Communication Type Children
1. Choose Total Compensation -> General
2. Query a communication type kit.
3. Choose the View Children button.
Communication Type Delivery Methods
2. Query or enter a communication type.
3. Choose the Delivery button.
Communication Type Triggers
3. Choose the Triggers button.
Communication Type Usages
3. Choose the Usages button.
Competence Profile
the Navigator.

Competence Profile.
Or:
1. Choose Fastpath -> Competence Profile in
the Navigator.
Competence Requirements
Choose Career Management -> Competence
Requirements in the Navigator.
Competence Types
Choose Career Management -> Competence Types
in the Navigator.
Competencies
Choose Career Management -> Competencies in
the Navigator.
Configurable Business Rules
Choose Transaction Maintenance Forms ->
Configurable Business Rules in the
Navigator.
Consolidation Sets (Payroll)
Choose Payroll -> Consolidation in the
Navigator.
Contact
the Navigator.
Contact.
Or:
1. Choose Fastpath -> Contact in the
Navigator.
person.
Contexts
Choose Security -> Contexts in the
Navigator.

Contract
the Navigator.
3. Choose the Others button.
4. Choose Contracts.
Or:
1. Choose Fastpath -> Contracts in the
Navigator.
person.
Control Totals
2. Choose the Totals button.
Constituency Information (for a
Representative Body)
2. Enter or query a representative body.
Constituency.
Conversion Rate Types
Choose Payroll -> Conversion Rate Types in
the Navigator.
Costing
the Navigator.
Costing.
Or:

1. Choose Fastpath -> Costing in the
Navigator.
person.
Costing Information
2. Enter or query an organization.
Costing.
Court Orders
Choose People -> Total Comp Enrollment ->
Court Orders in the Navigator.
Coverage Across Plan Types
Choose Total Compensation -> Rates/Coverage
Definitions -> Coverage Across Plan Types in
the Navigator.
Coverage Calculations
Definitions -> Coverage Calculations in the
Navigator.
Create Batch Lines
3. Choose the Assignment Set button.
Criteria Definition
System Extract -> Criteria Definition in the
Navigator.
Custom Reports
Choose Processes and Reports -> Submit
Custom Reports in the Navigator.
Database Items

Write Formulas in the Navigator.
2. Enter or query a formula.
3. Choose the Show Items button.
DateTrack History Change Field Summary
Choose Tools -> Datetrack History from the
Tools menu.
Define Combinations
Definitions -> Combinations in the
Navigator.
Define Extract
Choose Benefits Extract -> Extract
Define Function
Choose Other Definitions -> Formula
Functions in the Navigator.
Define QuickPaint Report
Choose Processes and Reports -> Define a
QuickPaint Report in the Navigator.
Define Task Flow
Choose Security -> Task Flow Definitions in
the Navigator.
Define Task Flow Nodes
Choose Security -> Task Flow Nodes in the
Navigator.
Delete Person
Choose People -> Delete Personal Records in
the Navigator.
Derive Notice Period (Belgian users only)
the Navigator.
3. Choose the Others button and select End
Employment.

4. Choose Derive Notice Period.
Or
1. Choose FastPath -> End Employment.
3. Choose Derive Notice Period.
Dependent/Beneficiary Designation
Benefits Enrollment -> Dependent/Beneficiary
Designation in the Navigator.
Or:
1. Choose People -> Total Comp Enrollment ->
Benefits Enrollment -> Flex Program in the
Navigator.
2. Query a person.
3. Choose the Designees button.
Dependent Certifications
Plans -> Program Enrollment Requirements in
the Navigator.
2. Query a program.
3. Choose the Dependent Coverage tabbed
region
Or:
Navigator.
2. Query a plan.
3. Choose the Designations tab.
4. Choose the Dependent tab.
Dependent Change of Life Event

1. Choose Choose Total Compensation ->
Programs and Plans -> Program Enrollment
2. Query a program and choose the Dependent
Coverage tabbed region.
3. Choose the Dependent Change of Life Event
button.
Or:
Programs and Plans -> Plan Enrollment
2. Query a plan and choose the Designations
tabbed region.
button.
Dependent Change of Life Event Certification
button.
4. Select a life event and choose the
Certifications button.
Or:
tabbed region.

button.
5. Select a life event and choose the
Certifications button.
Dependent Coverage Eligibility Profiles
Definitions -> Eligibility Profiles ->
Dependent Coverage in the Navigator.
Dependent Eligibility Profiles
3. Choose the Eligibility Profiles button.
Or:
tabbed region.
4. Choose the Eligibility Profiles button.
Derived Factors
Derived Factors in the Navigator.
Designation Requirements
Plans -> Options in the Navigator.
2. Query or enter an option.
3. Choose the Designation Requirements

button.
Or:
Navigator.
2. Query a plan.
5. Choose the Designations button.
Disability (Selected legislations)
the Navigator.
Disabilities.
Dynamic Trigger Definition
Choose Other Definitions -> Dynamic Trigger
Dynamic Trigger Functional Area Grouping
Choose Other Definitions -> Dynamic Trigger
Functional Area Grouping in the Navigator.
Edit Formula
Write Formulas in the Navigator.
2. Enter or query a formula.
3. Choose the Edit button.
Electable Choices
1. Choose People -> Total Comp Participation
2. Choose the Enrollment Opportunities
button
3. Choose the Electable Choices button.
Elections
Choose Work Structures -> Elections
Element

Element and Distribution Set
Choose Payroll -> Element Set in the
Navigator.
Element Classifications (Payroll)
Classification in the Navigator.
Element Entries
the Navigator.
4. Choose the Entries button.
Or:
1. Choose Fastpath -> Entries in the
Navigator.
person.
Element Link
Choose Total Compensation -> Basic -> Link
in the Navigator.
Eligibility
Plans -> Plans in the Navigator.
3. Choose the Plan Eligibility button.
4. Choose the Eligibility button.
Or:
3. Choose the Options button.
4. Choose the Option Eligibility button.

Or:
Plans -> Programs in the Navigator.
2. Query or enter a program.
3. Choose the Plans and Plan Types button.
4. Choose the Plans tab or the Plan Types
tab.
5. Choose the Participation Eligibility
button.
Or:
button.
Employee Assignment Processes (Payroll only)
Choose View -> Assignment Process Results in
the Navigator.
Employee Review
the Navigator.
Reviews.
Or:
1. Choose Fastpath -> Employee Review in the
Navigator.
person.
Employee Run Result History (Payroll only)

Choose View -> Histories -> Run Results in
the Navigator.
Or:
1. Choose Fastpath -> End Employment in the
Navigator.
person.
Enrollment Action (Advanced Benefits Only)
Enrollment Action Types in the Navigator.
Enrollment Opportunities
button.
Enrollment Override
Enrollment Override in the Navigator.
Enrollment Rules
Navigator.
3. Choose the Timing tab.
4. Choose the Scheduled tab or the Life
Event tab.
5. Choose the Enrollment Rules button.
Enter Employees
Choose People -> Maintain Using Templates ->
Enter Employees in the Navigator.
Entry Values
the Navigator.

4. Choose the Entries button.
5. Select an entry and choose the Entry
Values button.
Event Bookings
Choose People -> Events and Bookings in the
Navigator.
Or:
1. Choose Fastpath -> Event in the
Navigator.
person.
External/Manual Payments (Payroll only)
the Navigator.
External Pay.
Or:
1. Choose Fastpath -> External/Manual
Payments in the Navigator.
person.
Extract Results
Choose Mass Information eXchange -> System
Extract -> Extract Results in the Navigator.
Extract Results Errors
1. Choose Mass Information eXchange ->
System Extract -> Extract Results in the
Navigator.
2. Query an extract run result and choose
the Errors and Warnings button.
Extract Results Detail

Navigator.
the Details button.
Extract Results Header and Trailer
Navigator.
the Header and Trailer button.
File Layout Include Conditions
System Extract -> Layout Definition in the
Navigator.
2. Choose the File Layout tab and query or
enter a file layout.
3. Select a record and choose the Include
Conditions button.
Flex Credits (Advanced Benefits only)
Definitions -> Flex Credits in the
Navigator.
Flex Program (Advanced Benefits only)
Flex Program in the Navigator.
Form Customization
Choose Security -> CustomForm in the
Navigator.
Form Configurator
Choose Security -> Forms Configurator in the
Navigator.
Formula
Choose Total Compensation -> Basic -> Write
Formulas in the Navigator.

Formula Result Rules (Payroll only)
Formula Results in the Navigator.
Frequency Rules (Payroll only)
3. Choose the Frequency Rules button.
Funding Distribution
1. Choose Work Structures -> Budget ->
Worksheet in the Navigator.
2. Choose the Periods button to open the
Budget Details window.
3. Choose the Budget Sets tab.
4. Choose the Budget Set Distribution
button.
GL Map (Payroll only)
Choose Payroll -> GL Flexfield Map in the
Navigator.
Globals
Choose Total Compensation -> Basic -> Global
Values in the Navigator.
GL Daily Rates
Choose Payroll -> GL Daily Rates in the
Navigator.
Goods and Services
Definitions -> Additional Setup -> Goods and
Services in the Navigator.
Grades (for a Constituency)
Grades.

Grade Rate
Choose Work Structures -> Grade -> Grade
Rate in the Navigator.
Grade Scale
Choose Work Structures -> Grade -> Grade
Steps and Points in the Navigator.
Grade Step Placement
the Navigator.
4. Choose the Others button and select Grade
Step.
Or:
1. Choose Fastpath -> Grade Step in the
Navigator.
person.
Grades
Choose Work Structures -> Grade ->
Hiring Applicants
Hire Applicants in the Navigator.
Imputed Income
Definitions -> Inputed Income in the
Navigator.
Input Values
3. Choose the Input Values button.
Investment Options

Benefits Enrollment -> Savings Plan in the
Navigator.
2. Query a person.
3. Choose the Investment Options button.
Job
Choose Work Structures -> Job -> Description
in the Navigator.
Job Evaluation
1. Choose Work Structures -> Job ->
2. Enter or query a job.
3. Choose the Evaluation button.
Jobs (for a Constituency)
3. Choose the Others button and select Jobs.
Job Groups
Choose Work Structures -> Job -> Job Groups
in the Navigator.
Job Requirements
1. Choose Work Structures -> Job ->
2. Enter or query a job.
3. Choose the Requirements button.
Layout Definition
Choose Benefits Extract -> Layout Definition
in the Navigator.
Letter (for letters)
Choose Work Structures -> Recruitment Letter
Type in the Navigator.
Letter (for contracts)
Choose Work Structures -> Contract Letter

Life Event
3. Choose the Plan and Plan Types button.
4. Choose the Plans tab or the Plan Types
tab.
5. Choose the Life Event button.
Or:
3. Choose the Life Event button.
Life Event Certifications
Navigator.
5. Choose the Life Event Certifications
button.
Life Event Reason Impact on Eligibility
(Advanced Benefits)
4. Choose the Life Event Eligibility button.
Life Event Reasons (Advanced Benefits)
Definitions -> Additional Setup -> Life
Event Reasons in the Navigator.
Link Input Values

Link in the Navigator.
3. Choose the Input Values button.
List Assignments
Choose View -> Lists -> Assignments in the
Navigator.
List Employees by Absence Type
Choose View -> Lists -> Employees by Absence
List Employees by Element
Choose View -> Lists -> Employees by Element
in the Navigator.
List Employees by Organization
Choose View -> Lists -> Employees by
Organization in the Navigator.
List Employees by Position
Choose View -> Lists -> Employees by
Position in the Navigator.
List Employees by Position Hierarchy
Choose View -> Lists -> Emps by Position
Hierarchy in the Navigator.
List People by Assignment
Choose View -> Lists -> People by Assignment
in the Navigator.
List People by Special Information
Choose View -> Lists -> People by Special
Information in the Navigator.
Location
Choose Work Structures -> Location in the
Navigator.
Locations (for a Constituency)

Locations.
Lookups
Choose Other Definitions -> Application
Utilities Lookups in the Navigator.
Maintain Employees
Maintain Employees in the Navigator.
Maintain On Line Activities (Advanced
Benefits)
Definitions ->Authentication Activities in
the Navigator.
Maintain Options Eligibility
4. Choose the Option Eligibility button.
Maintain Plan Eligibility
3. Choose the Plan Eligibility button.
Maintain Plan Options
Maintain Plan Related Details
3. Choose the Details button.
Maintain Pop Up Messages (Advanced Benefits)

Definitions -> Message Configuration in the
Navigator.
Manual Payments
Choose People -> Total Comp Contribution ->
Manual Payments in the Navigator.
Map Career Path
Choose Work Structures -> Job -> Career Path
in the Navigator.
Mass Move
Choose Work Structures -> Position -> Mass
Move in the Navigator.
Mass Move - Assignments
1. Choose Work Structures -> Position ->
Mass Move in the Navigator.
2. Complete the Mass Move window and save
your work.
3. Choose the Positions button.
4. Complete the Find Positions window.
5. Choose the Find button.
6. Complete the Mass Move - Positions
window.
7. Choose the Assignments button.
Mass Move - Messages
your work.
4. Complete the Find Positions window and
choose the Find button.
5. Complete the Mass Move - Positions window
and choose the Assignments button.
6. Complete the Mass Move - Assignments
window and close it.

7. From the Mass Move - Positions window,
choose the Valid Grades button.
8. Complete the Valid Grades window and
close it.
9. Close the Mass Move - Positions window.
10. From the Mass Move window, choose the
Execute button.
11. If the Status field shows In Error or
Complete with Warnings, a Message button
appears.
12. If the Message button appears, choose it
to view messages in the Mass Move - Messages
window.
Note: Alternatively, you can view messages
for saved (but not yet successfully
executed) mass moves as follows:
2. Enter the name of the saved mass move in
the Description field.
3. When the Mass Move window is populated
with data and the Message button appears,
choose the Message button .
Mass Move - Positions
2. Complete the Mass Move window.
3. Save your work.
5. In the resulting Find Positions window,
select or enter a Source Job and Source
Position.
Mass Move - Valid Grades

your work.
4. Complete the Find Positions window.
6. Complete the Mass Move - Positions
window.
7. Choose the Valid Grades button.
Mass Position Update
Mass Position Update
Mass Update of Applicants
Choose Recruitment -> Mass Update of
Applicants in the Navigator.
Mass Update of Applicant Assignments
Choose People -> Mass Updates for Person ->
Mass Update of Applicant Assignments in the
Navigator.
Mass Update of Employee Assignments
Choose People -> Mass Updates for Person ->
Mass Update of Employee Assignments in the
Navigator.
Medical Assessments (Selected legislations)
Medical Assessments (Selected legislations)
the Navigator.
Medical Assessments.
Or:
1. Choose Fastpath -> Medical Assessments in
the Navigator.

person.
Messages
2. Choose the Messages button.
Message Configuration (Advanced Benefits
only)
Definitions -> Message Configuration in the
Navigator.
Miscellaneous Plan
Benefits Enrollment -> Miscellaneous Plan in
the Navigator.
MIX Batch Header
Monitor Batch Processes (Advanced Benefits
only)
Choose Processes and Reports -> Monitor
Batch Processes in the Navigator.
Monthly Participant Premium
Monthly Participant Premium in the
Navigator.
Monthly Plan or Option Premium
Choose -> People -> Total Comp Contribution
-> Monthly Premium in the Navigator.
Net Calculation Rules
2. Enter or query an accrual plan name.
3. Choose the Net Calculation Rules button.
Non-Flex Program

Non-Flex Program in the Navigator.
Options
Choose Total Compensation -> Programs and
Plans -> Options in the Navigator.
Organization
Choose Work Structures -> Organization ->
Organizations (for a Constituency)
Organizations.
Organization Hierarchy
Organization Hierarchies (for a
Constituency)
Organization Hierarchies.
Organization Hierarchy Diagrammer
Diagrammer in the Navigator.
Organizational Payment Method
Choose Payroll -> Payment Methods in the
Navigator.
Other Rates
Non-Flex Program in the Navigator.
2. Query a person.
3. Choose the Others button and select Other
Rates.

Participant
Participant in the Navigator.
Participation Eligibility Profiles
Participation Eligibility Profiles
Participation Overrides (Advanced Benefits
only)
Choose People -> Total Comp Participation ->
Participation Overrides in the Navigator.
Parent Organization
Parent Organization.
Payment Schedule
in the Navigator.
2. Query or enter a flex credit definition
and choose the Processing tabbed region.
3. Choose the Payment Schedule button.
Payments
1. Choose People -> Total Comp Contribution
-> Record Contribution or Distribution
2. Choose the View Payments window.
Payroll
Choose Payroll -> Description in the
Navigator.
Payroll Processes (Payroll only)
Choose View -> Payroll Process Results in
the Navigator.

Pay Scale
Choose Work Structures -> Grade -> Pay Scale
in the Navigator.
People
Choose People -> Enter and Maintain in the
Navigator.
People Folder
Choose View -> Lists -> People Folder in the
Navigator.
Performance
the Navigator.
2. Enter or query an employee, and choose
the Assignment button.
3. Choose the Salary button.
4. Choose the Performance button.
Or:
the Navigator.
2. Enter or query an employee, and choose
the Assignment button.
Performance.
Period Dates
1. Choose Payroll -> Description in the
Navigator.
2. Enter or query a payroll.
3. Choose the Period Dates button.
Period-to-Date Limits
Definitions -> Rate/Coverage Definitions ->
Period-to-Date Limits in the Navigator.
Or:

in the Navigator.
3. Choose the Activity Rate button.
4. Choose the Period to Date Limit button.
Period Types
Choose Other Definitions -> Time Periods in
the Navigator.
Person Benefits Assignment
Person Benefits Assignment
Person Benefits Balances
Person Benefits Balances in the Navigator.
Person Changes (Advanced Benefits Only)
2. Query or enter a life event.
3. Choose the Person Changes button.
4. Choose the Add Person Change button.
Person Changes Cause Life Events (Advanced
Benefits only)
3. Choose the Person Changes button.
Person Communications (Advanced Benefits
only)
Enrollment Process -> Person Communications
in the Navigator.
Person Enrollment Action Items (Advanced
Benefits only)

Enrollment Process -> Person Enrollment
Action Items in the Navigator.
Or:
Navigator.
2. Query a person.
3. Choose the Action Items button.
Person Enrollment Certifications (Advanced
Benefits only)
Enrollment Process -> Person Enrollment
Certifications in the Navigator.
Or:
Navigator.
2. Query a person.
Person Primary Care Provider
Benefits Enrollment -> Person Primary Care
Provider in the Navigator.
Person Types
Choose Other Definitions -> Person Types in
the Navigator.
Person Type Usage
Choose Fastpath -> Person Type Usage in the
Navigator.
Personal Payment Method

the Navigator.
4. Choose the Pay Method button, or choose
the Others button and select Pay Method.
Or:
1. Choose Fastpath -> Pay Method in the
Navigator.
person.
Phone Numbers
the Navigator.
3. Choose the Others button.
4. Choose Phones.
Or:
1. Choose Fastpath -> Phones in the
Navigator.
person.
Picture
the Navigator
3. Choose the Picture button.
Or:
1. Choose Fastpath -> Picture in the
Navigator.
person.
Plan and Plan Type

Plan Enrollment Requirements
Navigator.
Plan in Program Participation Eligibility
4. Choose the Plans tab.
button.
Plan Reimbursement
Definitions -> Programs and Plans -> Plan
Reimbursement in the Navigator.
Plans
Plan Type Participation Eligibility
4. Choose the Plan Type tab.
button.
Plan Types
Plans -> Plan Types in the Navigator.
Position
Choose Work Structures -> Position ->

Position Copy
Position Copy in the Navigator.
Position Evaluation
2. Enter or query a position.
3. Choose the Evaluation button.
Position Hierarchy
Position Hierarchy
Diagrammer in the Navigator.
Position Occupancy Folder
2. Query a position.
3. Choose the Occupancy button.
Position Reporting To
3. Choose the Reporting To button.
Position Requirements
3. Choose the Requirements button.
Position Transaction
Position Transaction in the Navigator.
Postal/Zip

Postal/Zip in the Navigator.
Possible Certifications
button.
3. Choose the Electable Choices button
4. Choose the Possible Certifications button
Primary Care Providers
Person Primary Care Provider
Or:
Flex Program in the Navigator.
2. Query a person.
3. Choose the Care Providers button.
Process Log
Choose Processes and Reports -> Process Log
in the Navigator.
Program/Plan Years
Program/Plan Years in the Navigator.
Programs
Program Enrollment Requirements
Definitions -> Programs and Plans -> Program
Enrollment Requirements in the Navigator.
Program Participation Eligibility

button.
Program Waive Certifications
4. Choose the Plan Types tab.
5. Choose the Waive button.
6. Choose the Waive Certification button.
Program Waive Reasons
4. Choose the Plan Types tab.
5. Choose the Waive button.
Qualifications
the Navigator.
Qualifications.
Or:
1. Choose Fastpath -> Qualifications in the
Navigator.
Qualification Types
Choose Career Management -> Qualification
Types in the Navigator.
QuickPaint Inquiry
1. Choose Processes and Reports -> Run a
2. Query a report that has been run.
3. Choose the View Report button.
QuickPay (Payroll only)

the Navigator.
QuickPay.
Or:
1. Choose Fastpath -> QuickPay in the
Navigator.
person.
Rating Scales
Choose Career Management -> Rating Scales in
the Navigator.
Record Continuing Benefits Payments
Record Continuing Benefits Payments in the
Navigator.
Record Layout Include Conditions
Navigator.
2. Choose the Record Layout tab and query or
enter a record layout.
3. Select a Data Element and choose the
Include Conditions button.
Recruiting For
1. Choose Recruitment -> Recruitment
Activity in the Navigator.
2. Enter or query a recruitment activity.
3. Choose the Recruiting For button.
Recruitment Activity
Choose Recruitment -> Recruitment Activity
in the Navigator.

Regulations
Regulations in the Navigator.
Regulatory Bodies and Regulations
Definitions -> Additional Setup -> Reporting
Groups in the Navigator.
2. Query or enter a reporting group.
3. Choose the Plan Regulatory Bodies and
Regulations button.
Reimbursements Requests (Advanced Benefits
only)
Choose People -> Total Comp Distribution ->
Reimbursements Requests in the Navigator.
Related Person Changes (Advanced Benefits
Only)
3. Choose the Related Person Changes button.
4. Choose the Add Related Person Change
button.
Related Person Changes Cause Life Events
(Advanced Benefits only)
3. Choose the Related Person Changes button.
Reporting Groups
Definitions -> Additional Setup -> Reporting
Groups in the Navigator.

Representative Body
2. Enter or query a representative body.
Representative Body.
Request Letter
Choose Recruitment -> Request Recruitment
Letter in the Navigator.
Request Set
Choose Security -> Report Sets in the
Navigator.
Requisition and Vacancy
Choose Recruitment -> Requisition and
Vacancy in the Navigator.
RetroPay Set (Payroll only)
Choose Payroll -> RetroPay Set in the
Navigator.
Reverse Payroll Run (Payroll only)
the Navigator.
Reverse Run.
Or:
1. Choose Fastpath -> Reverse Payroll Run in
the Navigator.
person.
Roles
Roles in the Navigator.
Routing

Position Transaction in the Navigator.
2. Choose Save from the File menu.
Or:
1. Choose Work Structures -> Budget ->
Budget Worksheet in the Navigator.
2. Choose Save from the File menu.
Routing Lists
Choose Transaction Maintenance Forms -
>Routing Lists in the Navigator.
Rows
1. Choose Other Definitions -> Table
Structure in the Navigator.
2. Enter or query a table.
3. Choose the Rows button.
Run QuickPaint Report
Choose Processes and Reports -> Run a
Salary Administration
the Navigator.
4. Choose the Salary button.
Or:
1. Choose Fastpath -> Salary in the
Navigator.
person.
Salary Basis
Choose Total Compensation -> Basic -> Salary
Basis in the Navigator.
Salary History

1. Choose View -> Histories -> Salary in the
Navigator.
window.
the Salary History button.
Or:
1. Choose Fastpath -> Salary History in the
Navigator.
person.
Salary Management Folder
Choose People -> Salary Management in the
Navigator.
Salary Surveys
Choose Total Compensation -> Basic -> Salary
Survey in the Navigator.
Savings Plan
Benefits Enrollment -> Savings Plan in the
Navigator.
Scale Rate
Choose Work Structures -> Grade -> Point
Values in the Navigator.
Schools and Colleges
Choose Career Management -> Schools and
Colleges in the Navigator.
Schools and Colleges Attended
the Navigator.
Schools/Colleges.
Secondary Statuses

the Navigator.
2. Enter or query an applicant or employee.
3. Do one of the following:
For an applicant:
Application.
Choose the Secondary Status button.
For an employee:
Choose the Assignment button.
Secondary Status.
Or:
1. Choose Fastpath -> Secondary Status in
the Navigator.
person.
Security Profile
Choose Security -> Profile in the Navigator.
Service Areas
Service Areas in the Navigator.
Sort
Navigator.
2. Choose the File Layout tab and select a
Record Name.
3. Choose the Sort button.
Special Information
the Navigator.

3. Choose the Special Info button.
Or:
1. Choose Fastpath -> Special Information in
the Navigator.
person.
Special Information Types
Choose Other Definitions -> Special
Information Types in the Navigator.
Special Rates
Navigator.
2. Query a person.
3. Choose the Special Rates button.
Standard Rates
Standard Rates in the Navigator.
Submit a New Request
1. Choose Processes and Reports -> Submit
Processes and Reports in the Navigator.
2. Select Single Request or a Request Set.
Supplementary Roles
the Navigator.
Supplementary Roles.
Table Structure
Choose Other Definitions -> Table Structure
in the Navigator.
Table Values
Choose Other Definitions -> Table Values in
the Navigator.

Terminate
the Navigator.
Employment.
Terminate Applicant
the Navigator.
Application.
Or:
1. Choose Fastpath -> End Application in the
Navigator.
person.
Transaction Categories
Transaction Categories in the Navigator.
Transaction Category Wizard
1. Choose Maintenance Forms -> Transaction
Category Wizard.
Transaction Status
Choose Security -> Transaction Status in the
Navigator
Transaction Templates: page
Choose Transaction Maintenance Forms -
>Transaction Templates in the Navigator.
Update Payroll Run (Payroll only)
Choose Payroll -> Update Payroll Run in the
Navigator.
Valid Grades (for jobs)
1. Choose Work Structures in the Navigator.

2. Choose either Job -> Description or
Position -> Description.
3. Enter or query a job or position.
4. Choose the Valid Grades button.
User Types and Statuses
Choose Other Definitions ->User Types and
Statuses
Valid Payment Methods
1. Choose Payroll -> Description in the
Navigator.
2. Enter or query a payroll.
3. Choose the Valid Payment Methods button.
Variable Rate Profiles
Variable Rate Profiles in the Navigator.
View Absence History
Choose View -> Histories -> Absence in the
Navigator.
View Element Entry History for Employee
1. Choose View -> Histories -> Entries in
the Navigator.
window.
the Entry History button.
View Employee Grade Comparatio
Choose View -> Grade Comparatio in the
Navigator.
View Enrollment Results
Benefits Enrollment Enrollment -> View
Enrollment Results in the Navigator.
View Participation Information (Advanced
Benefits only))

View Participation Infomation in the
Navigator.
View Program Structure
Plans -> View Program Structure in the
Navigator.
View Run Messages (Payroll only)
Choose View -> System Messages in the
Navigator.
View Vacancies
Choose View -> Vacancies in the Navigator.
Visa Data Template
Maintain Visa Information
Waive Participation (Advanced Benefits only)
Waive Participation in the Navigator.
Waiving
3. Choose the Waiving button.
What-if Eligibility (Advanced Benefits only)
What-if Eligibility in the Navigator.
Work Choices (Job and Position)
1. Choose Work Structures -> Job or Position
-> Description in the Navigator.
2. Enter or query a job or position.
3. Choose the Work Choices button.
Work Choices (Person)
the Navigator.

3. Choose the Others button and select Work
Choices.
Work Day Information
Day Information.
Work Incident (Selected legislations)
the Navigator.
Incidents.
Worksheet
1. Choose Work Structures ->Budget -
>Worksheet in the Navigator.
2. Define the properties of the worksheet.
3. Choose the Create Worksheet button.
Worksheet Characteristics
Choose Work Structures ->Budget ->Worksheet
in the Navigator.

HRMS Windows and their Navigation Paths.doc

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HRMS Windows and their Navigation Paths.doc