R12.x Oracle HRMS Work Structures Fundamentals Student Guide

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Transcription:

R12.x Oracle HRMS Work Structures Fundamentals Student Guide D60565GC10 Edition 1.0 October 2010 D69202

Copyright 2007, 2010 Oracle. All rights reserved. Disclaimer This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not warranted to be error-free. Restricted Rights Notice If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Government s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Trademark Notice Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. Author Gowri Arur Technical Contributors and Reviewers Leanne Wilborn This book was published using: Oracle Tutor

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 i

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 ii

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 iii

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 iv