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HRMS Setups - NOT BR100 | Print |  E-mail
Written by Anil Passi   
Thursday, 30 November 2006
Please find the common setup steps that are required during almost all the Oracle HRMS Implementations. Please note that this is not a BR100 document.
HRMS Key FlexFields
In any HRMS Implementation, you will be required to design your flexfields. Some of the important Key Flexfields are listed below.
Job Flexfield
Usually couple of segments max

Grade Flexfield
Normally used to work out Payscales

Position Flexfield

Cost Allocation Flexfield
This may not be used when using Labour Distribution module.
Different segments are made visible at different levels. For example you will hide the company segment against Element Entry.

People Group Flexfield

Special Information Types


Note on all HRMS KFF :- Usually you will have Dynamic insertion set to True for these flexfields.


HRMS Descriptive FlexFields
I am listing some common DFF’s configured in Oracle HRMS.
Additional Personal Details
Avoid using this, as you should leverage the Special Information Types. Use this DFF only when you want the details to be made visible from the Main Employee screen.

Additional Assignment Details
Avoid using this, as you can use EIT’s against the Assignment. However, you can use this DFF when you want the details to be made visible from the Main Assignment screen itself.

Additional Element Type Details
Use this DFF during Implementation, to cross reference the Element Codes [or their equivalent codes] from the legacy system. This will help you during Payroll migration.


Add'l Period of Service Det's
Use this DFF when you wish to capture information against an employee when they are Terminated. For example “Legal Sue Flag” oouch…to capture if this guy sued your company, or to capture redundancy terms etc, or to capture negotiated notice period…blaah


Additional Grade Details
You may have mapping grade codes in Legacy system tied into this DFF [because legacy system may not have had a Flexfield kind of design]


Define Value sets and Lookup Codes to Support the KFF & DFF’s & Std Process
Some examples for Lookup Codes that you will define are:-
Employment category
Absence Reason



Define Person Types
You will do this almost in every implementation when doing Oracle HRMS setup. For example in Public sector Universities, a student can become a tutor and hence be called Bursary. Every business has its own terminology when it comes to defining person types.


Common Notifications
Confirmation notification to an employee when their grade or salary details change
Notifications related to Stock / Share Options allocation etc


Define Company Locations
Define all the physical locations/addresses where employees can be working. This gets attached to the assignment record of the person.


Define your business group
For example “Go4gold Asset Management”
This is defined in the Organization screen itself,
You can define various defaults like Employee Number/Applicant Number Generation being Manual or Automatic. Also, here you will attach the structure of all the Key Flexfields which you define in Step 1 of this document. Also the default Payroll currency gets attached to the Business group.



Define your Organizations
You will always implement Organization Hierarchy in Oracle HRMS. Organizations are usually related to the Cost Centre.


Define Organisation Hierarchies
Relate the Organizations that you defined in previous step.


Define jobs
We defined the Job Flexfield in the beginning. Here we assign values to jobs.



Define grades
We defined the Grades Flexfield in the beginning. Here we assign values to grade


Define the responsibilities and Security Profiles [Also link the two]
You will not only be defining responsibilities, but you will also be securing the list of Employees that can be visible from those responsibilities. For this security, you define something known as Security Profile
To give you an example of that, lets say that you want a Departmental head to be able to see list of Employees that work within his Organization/sub-Organization. To achieve this you will define a security profile and will attach the Organization hierarchy to this security profile[starting from his Organization node in hierarchy]
Security profiles can also filter employees on Grade etc. For example, for a responsibility named “HRMS CEO”, you only wish to display employees that are Manager grades. Security profiles can also be created by attaching a filtering SQL to them.
Effectively, following items can help you build a security profile:-
Organisations / Organization Hierarchy
Positions
Payroll ( e.g. to restrict the viewable list of Employees by Monthly payroll)
argh ! this reminds me that we haven’t defined Payroll as yet.


Define Payroll
You will specify the periodic cycles of Payroll, i.e. Monthly, Weekly etc.
Not only that, some statutory information like Employers Tax Reference etc will be captured against the Payroll definition.
Optionally specify the suspense account, default costing account against the Payroll Definition.


Define Elements
This setup will be driven by your Payroll Requirement


Define Balances and Fast Formulas
Balances capture the running totals of Elements, for example Leave remaining Balance will be defined as “Total permission Holidays” MINUS “Element Entry value for Days Off Taken” MINUS “Element Entry values for Comp Off”. Effectively, you will attach Elements to a Balance. A balance will have dimensions like Yearly, Monthly etc. For example, Annual Leave balance will have YTD dimension.


Comments (28)add
...
written by Anil Passi , December 01, 2006
Yes you are correct, a default assignment against the Business Group Organization gets created. A default period of service record gets created too[when you create an employee]
...
written by Mukesh , December 01, 2006
Hi Anil,

When we create an employee,which all tables gets popolated.As per my understanding
per_all-people_f
and
per_all_assignment_f
is per_period_of_service
table poplated at the time of creation of employee i know once its get poplated when we terminate an employee but for creation of employee I am not sure.

Please let me know.

Thanks for your such efforts.

Thanks,
Mukesh
...
written by Anil Passi , December 01, 2006
Yes you are correct, a default assignment against the Business Group Organization gets created. A default period of service record gets created too[when you create an employee]
...
written by Mukesh , December 01, 2006
Hi Anil,

When we create an employee,which all tables gets popolated.As per my understanding
per_all-people_f
and
per_all_assignment_f
is per_period_of_service
table poplated at the time of creation of employee i know once its get poplated when we terminate an employee but for creation of employee I am not sure.

Please let me know.

Thanks for your such efforts.

Thanks,
Mukesh
...
written by Ram , December 02, 2006
hi anil,
can u put some important tables on HRMS
...
written by Ram , December 02, 2006
hi anil,
can u put some important tables on HRMS
...
written by mukesh , December 04, 2006
Hi Anil
Thanks for your comment.
As Ram has asked important tables for HRMS ,
I would say following tables are major HRMS tables :

PER_ALL_PEOPLE_F
PER_ALL_ASSIGNMENT_F
PER_PERIOD_OF_SERVICE
PER_JOBS
PER_GRADES
PER_ALL_POSITION
HR_ALL_ORGANIZATION_UNITS
HR_OPERATING_UNITS
PAY_ELEMENT_ENTRIES_F
PAY_PAYROLL_ACTIONS
PER_PERSON_ANALYSES
PER_ANALYSIS_CRITERIA
PER_ABSENCE_ATTENDANCES
PER_ABS_ATTENDANCE_REASONS
HR_LOOKUPS

For more tables in HRMS one should refer pertrm.pdf on metalink.

Regards,
Mukesh
...
written by Anil Passi , December 04, 2006
Thanks Mukesh, for helping me out with this query.
...
written by mukesh , December 04, 2006
Hi Anil
Thanks for your comment.
As Ram has asked important tables for HRMS ,
I would say following tables are major HRMS tables :

PER_ALL_PEOPLE_F
PER_ALL_ASSIGNMENT_F
PER_PERIOD_OF_SERVICE
PER_JOBS
PER_GRADES
PER_ALL_POSITION
HR_ALL_ORGANIZATION_UNITS
HR_OPERATING_UNITS
PAY_ELEMENT_ENTRIES_F
PAY_PAYROLL_ACTIONS
PER_PERSON_ANALYSES
PER_ANALYSIS_CRITERIA
PER_ABSENCE_ATTENDANCES
PER_ABS_ATTENDANCE_REASONS
HR_LOOKUPS

For more tables in HRMS one should refer pertrm.pdf on metalink.

Regards,
Mukesh
...
written by Anil Passi , December 04, 2006
Thanks Mukesh, for helping me out with this query.
...
written by Jay , December 16, 2006
Dear Anil,
What is mandatory field of assignment ?


Regards,
Jay
...
written by Jay , December 16, 2006
Dear Anil,
What is mandatory field of assignment ?


Regards,
Jay
...
written by Anil Passi , December 17, 2006
HiJay

When you create a persion record, say by using an API, you will notice that a default assignment gets created. The default organization allocated to the assignment is Business Group itself. Another mandatory field is primary_flag. Similarly i think a default grade is assigned too.

Howver From the database perspective, not much is mandatory when defining assignment. But in any implementation, you will define Assignment number, Postion, People Group,Grade, FullTime/Parttime, probation period...etc.

Thanks
Anil Passi
...
written by Anil Passi , December 17, 2006
HiJay

When you create a persion record, say by using an API, you will notice that a default assignment gets created. The default organization allocated to the assignment is Business Group itself. Another mandatory field is primary_flag. Similarly i think a default grade is assigned too.

Howver From the database perspective, not much is mandatory when defining assignment. But in any implementation, you will define Assignment number, Postion, People Group,Grade, FullTime/Parttime, probation period...etc.

Thanks
Anil Passi
...
written by Ramesh , December 19, 2006
Hi Anil
I am facing an issue in the deducting the salary based on the employee abscence.to eb more clear

I defined an Abscence element(non recurring) multiple entry
With input value Pay value and DAYS with Unite DAY

now when I try to find the database item for the DAYS i am not able to get the data base item which i can use to calculate the amount to be deducted based on the number of leave taken

Please advice me in this.It is very critical as my migaretion to stage is put on hold due to this issue

Regards
Ramesh Kumar S
...
written by Ramesh , December 19, 2006
Hi Anil
I am facing an issue in the deducting the salary based on the employee abscence.to eb more clear

I defined an Abscence element(non recurring) multiple entry
With input value Pay value and DAYS with Unite DAY

now when I try to find the database item for the DAYS i am not able to get the data base item which i can use to calculate the amount to be deducted based on the number of leave taken

Please advice me in this.It is very critical as my migaretion to stage is put on hold due to this issue

Regards
Ramesh Kumar S
...
written by Ramesh , December 20, 2006
Hi Anil
yes the data base item is checked but it is said by oracle that it is the nature of the product, if the elment is multiple entry and the if the input value has the unit as Day then the database item will not be created

my requirement is i need to deduct the slary of the employee if he is abscent on that element

Regards
Ramesh Kumar s
...
written by Ramesh , December 20, 2006
Hi Anil
yes the data base item is checked but it is said by oracle that it is the nature of the product, if the elment is multiple entry and the if the input value has the unit as Day then the database item will not be created

my requirement is i need to deduct the slary of the employee if he is abscent on that element

Regards
Ramesh Kumar s
...
written by saran , April 18, 2007
Hi anil,
I have task at hand to implement payroll for an indian orgnanisation , we will be having HR in shared mode , do we have any document which tells what all functionalities we get with HR shared mode installation and also any document which tells about all the setups required for payroll...
Your timely response would be highly appreciated.
Thanks
Saran
...
written by Anil Passi , June 04, 2007
Hi Aravind,

You can created Job Groups, and these groups can be created to belong to a Business Group.
Hence other business groups will not be able to use the jobs belonging to these groups
Menu path:- Work structures > Job > Job Group

I know this partially answers your questions, but then Oracle HRMS currently partially supports your business requirement

To resrict on nationality, you can try this
1. Create a DFF or lookup, essentially do something to map a Job/Job Group to nationality
2. Use forms personalization to modify LOV Query to reflect that relationship


Thanks,
Anil Passi
...
written by Aravind , June 04, 2007
Hi Anil,
your site is really good.I have a query regarding Job setup in HRMS.
How do we define Jobs specific to Department/Organization/Nationality Basis of the Employee?Do we have a provision to do the above setup?
Regards,
Aravind M
...
written by Jhakas0007 , August 28, 2007
Hi Anil,
Woul dyou have any documenets on Advance Benefits and Performance Management. Would appreciate if you could share the same if you have it.
Thanks and Regards
Vikram
...
written by RamachandranN , September 14, 2007
We would like to transfer employees of particular payroll to a New Business Group over PEOPLE, ASSIGNMENT, ELEMENT ENTRIES, SALARY SCREEN, ABSENCE

Should we use API to transfer them individually or Is there any Transfer Business Group functionality exists in Oracle HR?

How do you recommend??

Regards,
Ram
International Payroll
written by udayreddy , October 30, 2007
Hi Anil,

This First time i am visiting ur site, I felt very happy after visiting the site. I am working first time on international payroll, we are implementing payroll to one of middle east countries where we don,t have localization. i need to know what are all the mandatory patches to be apply for international payroll.

Hope you reply for this soon.

Thanks

Uday
How to assign an employee to a specific job group
written by Srinivas Dodla , December 27, 2007
Hi Anil,

I have created a job group. I wanted to apply this to an employee. can you tell me how to apply this job group while creating an employee.

Thanks in Advance.

Srinivas Dodla.
oracle developer
written by saliou fall , February 02, 2008
Hi Anil,
Great Website indeed!

I am getting my feet wet in HRMs Fast Formula and facing this challenge on Database Items definitions:
When crusing though FF code, how do I know what data the Database Items relate to?
Name can be intuitive to some degree, but I do trust guess work, ik there a query, a table that would crearly specify the data the database item is pointing to?

Thanks,

Saliou
...
written by Naren , February 18, 2008
Dear Anil,

When i am trying to set up Oracle HR,for UAE localisation, am getting the error on entering employee employement details in assingment window.Am unable to enter the field "Employer".

Kindly revert me.

Thanks
Naren

















































































Marriage Date
written by Sabs , March 03, 2008
Anil,

I recently took place in new company and I have found a formula using this "MSR_GET_MARRIAGE_DATE()" When I asked HR department they said they have no marriage date field in the front-end view. How can I find out where the information is being picked up for this function? and how to get the marriage date option available in the front-end for HR?

I think my question has some similarity with the February 02, 2008 post.


Sabs
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