r12.1 hcm essentials boot camp 1 work structures lab and solution v1.3

Oracle E-Business Suite R12.1 HCM Essentials

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2009 Oracle Corporation Proprietary and Confidential Page 1 of 47

Oracle Boot Camp Oracle E-Business Suite R12.1 Partner Boot Camp Training Courseware Core HR Work Structure Boot Camp Core HR Work Structure Labs and Solutions


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Table of Contents

Contents

Safe Harbor Statement ........................................................................................................................... 2

Introduction ............................................................................................................................................. 4

Pre-requisites .......................................................................................................................................... 5

Lab 1.01.1 Organization Classifications ............................................................................................... 6

Lab 1.01.2 Organization Hierarchy ...................................................................................................... 10

Lab 1.02 Position Hierarchy and Position Control ............................................................................ 15

Lab 1.04 Grade Structure: Grade Ranges and Grade Steps and Points ......................................... 29

Lab 1.05 Competencies, Qualification Types, Schools & Colleges ................................................. 37

Lab 1.05 Manage Documents .............................................................................................................. 42


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Introduction

XX Telecom is a $5 Billion group operating in US. It is one of the fastest growing enterprises in telecom domain. Currently it operates only from US and has investments in other telecom companies operating in other countries. As US telecom market is almost saturated, group is planning to increase their presence in other countries. They plan to set up subsidiaries in other countries preferably fully owned. If local legislation prevents setting up of fully owned subsidiary, they would prefer to operate with local partner as a major stakeholder.

As of now their HR, functions are quite disintegrated and manual. They plan to implement a robust and scaleable solution to integrate HR functions and effectively to support their aggressive expansion plans. Business wants to maintain the master definition of organization, positions, grades, jobs, salary ranges, competencies, qualification, schools and colleges, etc in order to reduce the data redundancies. Organization and position hierarchy should also be defined in the oracle HR, which will be in turn used for defining the security at various levels and approvals hierarchy.


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Pre-requisites To understand this module you should have hand-on knowledge of following features of HRMS

1. Definition of KFFs

2. Definition of Value Set

3. Global and Local location setup


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Lab 1.01.1 Organization Classifications

Overview

In this practice, you will learn to define the business group and attaching various classifications to the organization (Business group).

Assumptions

1. You can use the US HRMS Manager or US Super HRMS Manager responsibility. For this exercise, log in as and use the US HRMS Manager responsibility.

2. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice.

3. Replace XX with your initials or the unique group identifier provided by your instructor.

4. All Key Flex Field and office locations should be in place before defining the business group

Tasks

As mentioned in introduction, XX Telecom operates only from US. As of now, we need to create one business group named XX Telecom (US) to cater to US legislation.

Apart from being a business group, XX Telecom (US) is also legal entity (GRE / Legal Entity) of the group. There are few employees who work directly under the business group hence it will also be classified as HR Organization.

Task: Define a business group XX Telecom (US) with following Information

Business group Classification will have following business group info along with the defined KFF

a. Short Name XX_BG

b. Employee Number Generation Automatic

c. Applicant Number Generation Automatic

d. Contingent Number Generation Automatic

e. Legislation code United States

f. Currency USD

g. Minimum working Age 18

Solution

Responsibility, XX US Super HRMS Manager

1. Sign on the Personal Home Page User - and Password

2. Navigate to Work structure > Organization

3. Set the effective date as 01-Jan-1990


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4. Provide the organization name as XX Telecom (US) and type as Business Unit

5. Attach location as Redwood Shores and select internal/external as internal

6. Click the Save button.

7. Select the organization classification as business group and check the enable option

8. Click on others and then select business group info and then provide the following information

Short Name XX_BG

Employee Number Generation Automatic

Applicant Number Generation Automatic

Contingent Number Generation Automatic

Grade Flexfield Structure Grade Flexfield

Group Flexfield Structure People Group Flexfield

Job Flexfield Structure Job Flexfield

Costing Flexfield Structure Cost Allocation Flexfield

Position Flexfield Structure Position Flexfield

Competency Flexfield Structure Competence Flexfield

Legislation code United States


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Currency USD

Minimum working age 18

9. Save the information

10. Attach the following 2 classification along with the Business Group and check the enable option

a. GRE / Legal Entity

b. HR Organization


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Lab 1.01.2 Organization Hierarchy

Overview

In this practice, you will learn to define the hierarchy structure and attaching the various organizations in the hierarchy.

Assumptions

1. You can use the XX US Super HRMS Manager responsibility. For this exercise, log in as and use the XX US Super HRMS Manager responsibility.


3. Replace xx with your initials or the unique group identifier provided by your instructor.

4. All the organizations, which are to be attached in the hierarchy, should be defined using organization window.

Tasks

The highest level of an organizational unit set up in Oracle HRMS to represent the enterprise, as an employer is the Business Group.

Following is the organization hierarchy, which is being in place in the XX Telecom (US) business group. Business group here act as umbrella and all the organization falls under the business group. There is one primary hierarchy, which represents the overall structure of the organization as a whole, and there can be multiple secondary hierarchies as per the business need in the future. Primary hierarchy is as below.

Task: Define Organization Hierarchy

Solutions


2. Navigate to Work Structure > Organization > Hierarchy

3. Enter the desired information into the Name field. Enter "XX Primary Hierarchy".

4. Click the Primary option.

XX Telecom (US)

XX Corporate

XX Administration XX Finance XX Human Resource XX Payroll

XX Marketing


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6. Click in the Number field.

7. Enter the desired information into the Date: From field. Enter "01-Jan-1990".


9. Click in the Name field and Go to Query mode by pressing F11 function key under name field

10. Enter the desired information into the Name field. Enter "XX Corporate".

11. Press [Ctrl+F11] to retrieve the value

12. Click in the Name field under subordinates block

13. Enter the desired information into the Name field. Enter "XX Human Resource" and press tab

14. Click the Save menu.

15. Enter the desired information into the Name field. Enter "XX Payroll".


17. Similarly add XX Administration and XX Finance


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18. Select XX Administration and click on Down arrow to attach the organization under XX Administration organization

19. Enter XX Marketing under name field in subordinates section

20. Save the record


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View the organization using Diagrammer

21. Navigate to Work Structure > Organization > Diagrammer

22. Press F11 and enter XX Primary Hierarchy and then press ctrl+F11

23. Click on open editor button

24. Click on + sign icon of XX Corporate to see the hierarchy


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Lab 1.02 Position Hierarchy and Position Control

Overview

In this practice, you will learn to define the position hierarchy and Position control.

Assumptions




4. All the positions, which are to be attached in the hierarchy, should be in place.

Tasks

Each department has executives to take care of day-to-day activities. They report to manager who in turn is responsible for operations of the department.

The organization follows a matrix based reporting model. Employees are expected to report to managers in other departments. Company has one CEO position as single incumbent and all president position from Finance, Human Resource and Marketing reporting to the CEO of the organization.

President Human Resource: This position manages Human capital of the company. All people related departments managers such as Senior Manager HR reports to him and HR Manager Reports to the senior Manager HR.

President Finance: This position looks after all finance and treasury related operations of the company. Senior Finance Manager reports to this position and manager position of payroll, corporate reports to this position. There are executive position, which reports to the managerial position of the payroll and corporate etc.

President Marketing: This position holder manages all the marketing strategies of the organization and there is senior manager position, which reports to it.

Position Control

When a new position is requested in any department, it should go through approvals before it assigned to the employees. This help finance to budget for the position and have proper control over the number of position in the organization.

There is a specific role in the organization, which is authorized to create the position based on the request from managers from various departments. The new position created in the organization should go through approvals and validation checks of the financial impact and necessity of the position in the organization. Only upon the approvals, the position can be assigned to the employees.

Task:

1. Setup Position Hierarchy


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2. Setup Position Control

3. Request for a new Position

4. New Position Approval

Solutions


Position Description

2. Navigate to Work Structure > Position > Description

3. Enter the following details to create the position

a. Effective Date 01-Jan-1990

b. Position Number 11

c. Job Name 01.President

d. Organization Name Finance

e. Type Single Incumbent

f. Organization XX finance

g. Job President

h. Status Active

i. FTE 1

j. Head Count 1


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4. Navigate to work structure > Position > Hierarchy

5. Enter the desired information into the Name field. Enter "XX Position Hierarchy".

6. Check the Primary option.

7. Click in the Number field and then enter the desired information into the Date from field. Enter "01-Jan-1990".


9. Query for "14.CEO Corporate"

10. Click in the Name field under subordinates block

11. Enter the desired information into the Name field. Enter 13.President Human Resource".

12. Save the record.

13. Enter the desired information into the Name field. Enter "12.President Marketing" in the second row

14. Save the button

15. Similarly enter the following position

a. "11.President Finance".

b. 12.President Marketing


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16. select the "12.President Marketing" position and then click on the Down Arrow button

17. Enter the desired information into the Name field. Enter "10.Senior Manager Marketing".


19. Click the Up button.


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20. Similarly enter the subordinates all positions


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Position control

21. Navigate to Transaction Maintenance > Templates

22. Create the role template

a. Name : XX Position Requester

b. Transaction Type Position Transaction

c. Short Name XX_POS_REQ

d. Legislation Global

e. Template Type Role Template

23. Check the freeze template

24. Select Basic Role position as copied template



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26. Create the task template

a. Name : XX Visio Corp Position

b. Transaction Type Position Transaction

c. Short Name XX_VIS_CORP_POS

d. Legislation Global

e. Template Type task Template

27. Check the freeze template

28. Select create template as copied template



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Link the roles with the USERS

30. Navigate to Transaction Maintenance > Roles

31. Search for the XX Position Requestor

32. Attach the users under Users Tab

33. Click on Template tab

34. Take Position Templates under transaction type and XX Position Template under Role template column.

Position Requestor


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Configure the business rules

35. Navigate to Transaction Maintenance > Configurable Business Rules

36. Create the rules with the following details

a. Business Rule Name XX Business Rule

b. Short Name XX_BUS_RULE

c. Description XX Business Rule

d. Category Assignment Modification

e. Business Group XX Business Group

f. Organization Hierarchy XX Primary Hierarchy

g. Starting organization XX Corporate

h. Level Error

i. Reference Rule FTE Rule


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Routing List

37. Navigate to Transaction Maintenance > Routing Lists

38. Give the list name as XX Routing Rule

39. Put the following details

a. Seq. 100

b. Role XX Position Requestor

c. User SBOGART

40. Put the second row as below

a. Seq. 200

b. Role XX Position Approver

c. User RSINGH


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Transaction type wizard

41. Set the transaction type wizard


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42. Enable position control check box in organization hierarchy

43. SBOGART create the new position, navigate to Work structure > Position > Position Transaction

44. Select the task as XX Create position

45. Provide the details of the position as discussed in point 3 and then put the routing information


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46. Once the position is created by requester, approver gets the notification to approve the position

47. To approve the position, navigate to Work Structure > Position > Position Transaction and query for the position that needs to be approved. Go the routing and approve the position.


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Lab 1.04 Grade Structure: Grade Ranges and Grade Steps and Points

Overview

In this practice, you will learn to create the grade ranges and then assigning a salary change to the defined grades.

Assumptions




Tasks

Currently, company has following levels in place to define pay range for employees with US citizenship.

a. Executive

b. Manager

c. Senior Manager

d. CEO

Each of the above mentioned levels are further classified into sub levels. Each level has minimum and maximum range of pay defined. CEO level approval is required to offer out of the range pay to Employees.

Executives are classified on the sub level of 1 to 4. 4 is considered as the lowest cadre, whereas 1 as the highest.

Managers and senior managers are put on the sub level of 1 to 3. Managers are given performance linked pay in their salary package.

Presidents are classified on the sub level of 1 of senior manager. Presidents are normally eligible for some elite benefits like car allowance, Education allowance and food allowance. They are also provided company-sponsored house.

CEO is always classified as 1.

Employees based upon his/her grade should get the salary within the defined ranges. Basically, salary is allocated to the employee based upon the negotiation with the HR but HR has to make sure that salary given to the employee should be with the range of the grade allocated the employee.

Non US Citizen employees salaries are fixed based upon their grade steps. Each grade has three steps and salary associated with it.

Grade structure remains same as like US employees for example Executives are classified on the sub level of 1 to 4. 4 is considered as the lowest cadre, whereas 1 as the highest. Now each grade will have 3 steps associated to it.

For example 01.1.Executive grade has three steps as E1.1, E1.2 and E1.3, 1.3 being the lowest and 1.1 being the highest.


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Steps are only applicable for following grades

a. Executive

b. Manager

c. Senior Manager

Task:

1. Define Grade Rate

2. Define Pay Scale

3. Define Pay Value

4. Define Grade Steps

Solutions

1. Navigate to (N) Work Structures > Grade > Grade Rate

2. Enter the name as XX_Grade_Range and unit as Money

3. Save the record

4. Click on Grade Name and select the grade as 01.1.Executive

5. Enter the value of Value column as 1000, Min as 700 and Max as 1500.

6. Save the record

7. Enter the remaining details as given in the table

Grade Name Currency Value Minimum Maximum Mid Value From

01.1.Executive US dollar 1000 700 1500 1100 1-Jan-90



02.1.Management US dollar 1200 900 1700 1300 1-Jan-90


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Pay Scale

8. Work Structures > Grade > Pay Scale

9. Enter the desired information into the Name field. Enter "XX Executive Pay Scale".

10. Enter the Increment frequency Number as 1 and Per Period as Year



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12. Enter the details of Point and Sequence as

Point Sequence

E1.1 10

E1.2 15

E1.3 20

E2.1 25

E2.2 30

E2.3 35

Pay Value

13. Navigate to Work Structures > Grade > Point Values

14. Enter the name of Pay scale as Executive Pay Rate and unit as Money and pay scale as XX Executive Pay Scale



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16. Enter the following Point and Value details

Point Currency Value From

E1.1 US dollar 900 1-Jan-90








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Grade Steps

18. Navigate to Work Structures > Grade > Grade Step and Points

19. Change the effective date to 01-Jan-1990

20. Select the Grade as 01.1.Executive, Pay Scale as XX Executive Pay Scale, Ceiling as E1.1 and starting step as 1


22. Enter the value of Step, Point and From Date as.

23. Save the information after entering each row.

Step Point From

2 E1.2 01-Jan-1990

3 E1.3 01-Jan-1990


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Lab 1.05 Competencies, Qualification Types, Schools & Colleges

Overview

In this practice, you will learn to define competencies, qualification type, schools and colleges. This act as master data and which in turn attached to the employees.

Assumptions



Tasks

The development of employees throughout their employment with your enterprise is also important. Using Oracle HRMS you can setup and maintain competence profiles, qualifications, school attendance and work choices, efficiently managing your employee development.

Competencies: competencies are used to measure the skills of the employees. Company manages two levels skill on the scale of 1 to 5. First level talks about category and the second level talks about the exact skill within the category. For example, Category called Microsoft Office Suite can contain skills like Word, Excel, Power point, etc.

Qualifications: Qualification including details of individual subjects, grades, licenses, status of ongoing training and tuition fees. Before attaching the qualification at the employee level, the data of the qualifications accepted in the organization are maintained as separate list as a master data.

School and Colleges: All authorized school and colleges are maintained as a master list, which is in turn used by HR to assign to an employee. By maintaining master data, one reduces the redundancy in the data largely.

Task:

1. Define Competence

2. Add Competence to an employee competence profile

3. Define Qualification types

4. Define Schools and Colleges

Solutions


Competency

2. Navigate to Career Management > Competencies

3. Click on New Button to create a new competency

4. Select the Scope as Local


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5. Click on Name field and enter the value of Area as Functional and Area as Talent Management and click on OK

6. Enter the Date as 01-Jan-1990

7. Select the Rating as Global Experience

8. Select the Primary Evaluation Method as Assessment


Attaching competency to the Employees

10. Navigate to People > Enter and Maintain > Others > Competence Profile

11. Click on competency column and enter the Functional.Talent Management

12. Enter the Proficiency level as 2 - 3 to 5 years and date as 01-Jan-2011


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Qualification Types

13. Navigate to Career Management > Qualification Types

14. Enter the Name as Masters Degree, Category as Degree and Rank as 5



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Defining Schools and Colleges

16. Navigate to Career Management > Schools & Colleges

17. Make sure Establishment Name should not exist in the list

18. Enter the Establishment Name as Adelphi University, Location as New York



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Lab 1.05 Manage Documents

Overview

In this practice, you will learn to define category of the document, which will be used by HR or employee to load, and categories the respective documents in the system.

Assumptions



3. Replace xx with your initials or the unique group identifier provided by your instructor.

Tasks

Company maintains the various documents of the employee to keep track of their previous employer details, work permit/ visa details etc. All employee/ HR have the access of these documents so whenever required by any statutory body or management HR or employee can take out the document from oracle and pass it to the respective authority without any delay.

HR wants to restrict the document category based upon the responsibility. For example, XX US Super HRMS responsibility, which is being used by HR super user, should have the access of the reliving letter of an employee.

Various categories of document which organization is maintaining at employee level are

Offer Letter

Reliving Letter

Business Visa

Dependent Visa

Work Visa

Resume

Task:

1. Define Document Type

2. Register Document Type

3. Define Document Category

4. Add a document of record

Solutions


Document Type

5. Navigate to Application Developer > Flex field > Descriptive > Segments

6. Search for Extra Document Information DFF


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7. Uncheck the Freeze Flex field Definition option and click on OK

8. Enter the desired information into the Code field as "RELIEVING_LETTER", Name as "Relieving Letter" and description as Relieving Letter from Previous Companies

9. Click the Segments button. Enter the following information for segments

Number Name Window Prompt Column Value Set

10 Company Name Company Name DEI_INFORMATION1

20 Years of Experience

Years of Experience DEI_INFORMATION2 NUMBER_25_2



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11. Check the Freeze Flex field Definition



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Register the document Types

13. Navigate to XX US Super HRMS Manager > View > Request

14. Click on submit new request and select the single request

15. Enter Register Document Types (EITs) as a concurrent request and then enter the following input parameter to the program

Document Type: RELIVING_LETTER

Country Code "United States".

Description "Reliving Letter from Previous Employers".

Category Code "HR Information"

Authorization Required Yes

16. Click on Submit.

Document Types Security

17. Navigate to ) Security > Information Type Security

18. Search for the XX US Super HRMS Manager Responsibility under responsibility Name

19. Select the RELIVING LETTER under column



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Document Subcategories

21. Navigate to Other Definitions > User Types and Statuses Tables

22. Search for the DOCUMENT_CATEGORY

23. Search for HR Information ,enter Description as Reliving Letter and code as REL_LET



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Manage Document

25. Navigate to People > enter and Maintain > Others >document of record

26. Click on create document of record

27. Enter the following mandatory information

Country Name United States

Document type RELIVING_LETTER

Valid From 01-Jan-2011

28. Click on Add Attachment button

29. Give the title as Reliving Letter

30. Browse the file to be attach and once the file is attach click on apply

r12.1 hcm essentials boot camp 1 work structures lab and solution v1.3

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