Oracle Human Resources Implementation Guide

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Oracle HRMS ImplementationGuideRelease 11.0Part No. A58331–01Enabling the Information Age

Oracle HRMS Implementation Guide, Release 11.0Part No. A58331–01Copyright E Oracle Corporation 1997All rights reserved. Printed in the U.S.A.Major Contributors: Louise Raffo and Robert RoseContributors: Peter Attwood, John Cafolla, Juliette Fleming, Michael O’Shea and JohnThuringerThis software was not developed for any use in nuclear, aviation, mass transit, medical,or other inherently dangerous applications. It is the customer’s responsibility to takeall appropriate measures to insure the safe use of such applications if the programs areused for such purposes.This software/documentation contains proprietary information of Oracle Corporation; itis provided under a license agreement containing restrictions on use and disclosure and isalso protected by copyright law. Reverse engineering of the software is prohibited.If this software/documentation is delivered to a U.S. Government Agency of theDepartment of Defense, then it is delivered with Restricted Rights and the followinglegend is applicable:Restricted Rights LegendUse, duplication, or disclosure by the Government is subject to restrictionsas set forth in subparagraph (c)(1)(ii) of DFARS 252.227–7013, Rights inTechnical Data and Computer Software (October 1988).Oracle Corporation, 500 Oracle Parkway, Redwood City, CA 94065.If this software/documentation is delivered to a U.S. Government Agency not within theDepartment of Defense, then it is delivered with ”Restricted Rights,” as defined in FAR52.227–14, Rights in Data – General, including Alternate III (June 1987).The information in this document is subject to change without notice. If you find anyproblems in the documentation, please report them to us in writing. Oracle Corporationdoes not warrant that this document is error–free.No part of this document may be reproduced or transmitted in any form or by any means,electronic or mechanical, for any purpose, without the express written permission ofOracle Corporation.ORACLE, Oracle Alert, Oracle Financials, SQL*Forms, SQL*Plus, SQL*QMX, SQL*Report, and SQL*ReportWriter are registered trademarks of Oracle CorporationOracle Application Object Library, Oracle Applications, Oracle Applications WindowManager, Oracle Assets, Oracle Bills of Material, Oracle Business Manager, OracleEngineering, Oracle General Ledger, Oracle Government Financials, Oracle HumanResources, Oracle Inventory, Oracle*Mail, Oracle Manufacturing, Oracle MasterScheduling/MRP, Oracle Order Entry, Oracle Payroll, Oracle Payables, Oracle Personnel,Oracle Project Accounting, Oracle Purchasing, Oracle Receivables, Oracle TrainingAdministration and Oracle Work in Process are trademarks of Oracle Corporation.

ContentsPrefaceChapter 1Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .About This User’s Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Finding the Latest Information . . . . . . . . . . . . . . . . . . . . . . . . .Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Do Not Use Database Tools to Modify OracleApplications Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Finding Your Way Around the System . . . . . . . . . . . . . . . . . .Other Information Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . .About Oracle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Thank You . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .iiiiiiiiiiiivivviiiixPlanning Your Implementation . . . . . . . . . . . . . . . . . . . . . . . . . . .Implementing Oracle HRMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Implementation Flowcharts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Implementation Checklists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Basic Administration Checklist . . . . . . . . . . . . . . . . . . . . . . . . .Work Structures Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Compensation and Benefits Checklist . . . . . . . . . . . . . . . . . . .People and Assignments Checklist . . . . . . . . . . . . . . . . . . . . . .Career Management Checklist . . . . . . . . . . . . . . . . . . . . . . . . .Specific Business Functions Checklist . . . . . . . . . . . . . . . . . . .Control Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1–11–21–41 – 131 – 131 – 141 – 151 – 161 – 171 – 181 – 19Contentsi

Chapter 2Appendix AImplementation Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Implementation Steps: Basic Administration . . . . . . . . . . . . .Implementation Steps: Administration . . . . . . . . . . . . . . . . . .Implementation Steps: Application Data Export (ADE)and Hierarchy Diagrammers . . . . . . . . . . . . . . . . . . . . . . . . . . .Implementation Steps: Work Structures . . . . . . . . . . . . . . . . .Implementation Steps: Compensation and Benefits . . . . . . .Implementation Steps: People and Assignments . . . . . . . . . .Implementation Steps: Recruitment . . . . . . . . . . . . . . . . . . . . .Implementation Steps: Career Management . . . . . . . . . . . . . .Implementation Steps: Specific Business Functions . . . . . . . .Implementation Steps: Control . . . . . . . . . . . . . . . . . . . . . . . . .2 – 192 – 202 – 292 – 372 – 422 – 432 – 482 – 56Technical Essays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .How DateTrack Works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Behavior of DateTracked Forms . . . . . . . . . . . . . . . . . . . . . . . .Table Structure for DateTracked Tables . . . . . . . . . . . . . . . . . .Creating a DateTracked Table and View . . . . . . . . . . . . . . . . .How to Create and Modify DateTrack History Views . . . . . . . . .What Happens When You Request DateTrack History . . . . .DateTrack History in Forms 2 . . . . . . . . . . . . . . . . . . . . . . . . . .DateTrack History in Forms 4 . . . . . . . . . . . . . . . . . . . . . . . . . .Rules for Creating or Modifying DateTrack History Views .List of DateTrack History Views . . . . . . . . . . . . . . . . . . . . . . . .The FastFormula Application Dictionary . . . . . . . . . . . . . . . . . . . .Entities in the Dictionary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Defining New Database Items . . . . . . . . . . . . . . . . . . . . . . . . . .Extending Security in Oracle Human Resources . . . . . . . . . . . . . .Security Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Security Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Securing Custom Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Creating Control Totals for the Batch Element Entry Process . . .Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .APIs in Oracle HRMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .API Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Understanding the Object Version Number (OVN) . . . . . . .API Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .API Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .API Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Flexfields with APIs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Alternative APIs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .A–1A–2A–2A–4A–6A–8A–8A–9A–9A – 10A – 12A – 13A – 13A – 16A – 25A – 25A – 30A – 33A – 35A – 35A – 39A – 39A – 42A – 44A – 54A – 69A – 70A – 74ii Oracle HRMS Implementation Guide2–12–22 – 17

API Errors and Warnings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Example PL/SQL Batch Program . . . . . . . . . . . . . . . . . . . . . . .WHO Columns and Oracle Alert . . . . . . . . . . . . . . . . . . . . . . .API User Hooks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Using APIs as Building Blocks . . . . . . . . . . . . . . . . . . . . . . . . .Handling Object Version Numbers in Oracle Forms 4.5 . . . .HRMS Table Locking Ladder . . . . . . . . . . . . . . . . . . . . . . . . . .Balances in Oracle Payroll . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Overview of Balances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Latest Balances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Balance Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Initial Balance Loading for Oracle Payroll . . . . . . . . . . . . . . . . . . .Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Differences from Release 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Latest Balances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Setup an Element to Feed Initial Balances . . . . . . . . . . . . . . . .Setup the Initial Balance Values . . . . . . . . . . . . . . . . . . . . . . . .Running the Initial Balance Upload Process . . . . . . . . . . . . . .Balance Initialization Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . .Including Balance Values in Reports . . . . . . . . . . . . . . . . . . . . . . . .The Balance Function . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Including Balance Values in Reports (U.K. Only) . . . . . . . . . . . . .Advantages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .The Balance Function . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Legislative Balance Initialization (U.K. Only) . . . . . . . . . . . . . . . .Balance Initialization Elements . . . . . . . . . . . . . . . . . . . . . . . . .Pay Advice Report (U.K. Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . .Parameter Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Triggers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Dynamic Sort Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Balance View Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Appendix BA – 75A – 77A – 80A – 81A – 103A – 104A – 110A – 115A – 115A – 116A – 118A – 122A – 122A – 122A – 123A – 123A – 125A – 126A – 127A – 130A – 135A – 138A – 138A – 141A – 141A – 141A – 143A – 143A – 149A – 149A – 149A – 150A – 150A – 150A – 151A – 152Technical Essay on Payroll Processes . . . . . . . . . . . . . . . . . . . . . . B – 1Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B – 2PYUGEN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B – 2Contentsiii

Payroll Action Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Overview of the Payroll Processes . . . . . . . . . . . . . . . . . . . . . .Assignment Level Interlocks . . . . . . . . . . . . . . . . . . . . . . . . . . .Payroll Run Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Determine Assignments and Elements . . . . . . . . . . . . . . . . . .Process Each Assignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Create Run Results and Values . . . . . . . . . . . . . . . . . . . . . . . . .Set Up Contexts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Element Skip Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Element Entry Processing Modes . . . . . . . . . . . . . . . . . . . . . . .Balances and Latest Balances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Expiry Checking of Latest Balances . . . . . . . . . . . . . . . . . . . . .Expiry Checking and Performance . . . . . . . . . . . . . . . . . . . . . .Creation and Maintenance of In Memory Latest Balances . .Creation of New In Memory Balances . . . . . . . . . . . . . . . . . . .Run Results Added to In Memory Balances . . . . . . . . . . . . . .Writing of In Memory Balances . . . . . . . . . . . . . . . . . . . . . . . . .Formula Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Pre–Payments Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Setting Up Payment Methods . . . . . . . . . . . . . . . . . . . . . . . . . .Preparing Cash Payments (U.K. Only) . . . . . . . . . . . . . . . . . .Prenotification (Prenoting) . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Consolidation Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Third Party Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Exchange Rates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Overriding Payment Method . . . . . . . . . . . . . . . . . . . . . . . . . .The Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Payment Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Magnetic Tape Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .The Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Magnetic Tape Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Database Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Parameter Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Magnetic Tape Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Magnetic Tape Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Magnetic Tape Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .SRS Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .The PL/SQL Driving Procedure . . . . . . . . . . . . . . . . . . . . . . . .The Generic PL/SQL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .The Formula Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .FastFormula Errors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .iv Oracle HRMS Implementation GuideB–3B–3B–5B–6B–6B–7B–9B–9B – 10B – 10B – 12B – 12B – 12B – 13B – 13B – 14B – 15B – 15B – 20B – 20B – 21B – 22B – 22B – 23B – 23B – 23B – 24B – 26B – 27B – 27B – 28B – 29B – 29B – 31B – 31B – 33B – 34B – 35B – 36B – 41B – 43

Appendix CError Handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Cheque Writer/Check Writer Process . . . . . . . . . . . . . . . . . . . . . . .The Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Cheque Numbering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Voiding and Reissuing Cheques . . . . . . . . . . . . . . . . . . . . . . . .Mark for Retry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Rolling Back the Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . .SRW2 Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Using or Changing the PL/SQL Procedure . . . . . . . . . . . . . .Cash Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Costing Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Example of Payroll Costs Allocation . . . . . . . . . . . . . . . . . . . .Example of Employer Charge Distribution . . . . . . . . . . . . . . .Transfer to the General Ledger Process . . . . . . . . . . . . . . . . . . . . . .Assignment Level Interlocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Action Classifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Rules For Rolling Back and Marking for Retry . . . . . . . . . . . .Payroll Action Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Action Parameter Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Summary of Action Parameters . . . . . . . . . . . . . . . . . . . . . . . .Parallel Processing Parameters . . . . . . . . . . . . . . . . . . . . . . . . .Array Select, Update and Insert Buffer Size Parameters . . . .Magnetic Tape Specific Parameters . . . . . . . . . . . . . . . . . . . . .Error Reporting Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . .Rollback Specific Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . .Payroll Process Logging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Logging Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Miscellaneous Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . .System Management of QuickPay Processing . . . . . . . . . . . .B – 44B – 49B – 49B – 52B – 53B – 54B – 54B – 54B – 56B – 58B – 59B – 59B – 60B – 63B – 64B – 64B – 67B – 69B – 69B – 69B – 70B – 71B – 72B – 72B – 73B – 73B – 75B – 76B – 77Post Install Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Post Install Steps for Oracle Human Resources . . . . . . . . . . . . . . .Post Install Steps for Oracle Payroll (UK) . . . . . . . . . . . . . . . . . . . .Post Install Steps for Oracle Training Administration . . . . . . . . .Post Install Steps for Oracle SSP/SMP . . . . . . . . . . . . . . . . . . . . . .C–1C–2C–4C–5C–6GlossaryIndexContentsv

vi Oracle HRMS Implementation Guide

PrefaceWelcome to Release 11.0 of the Oracle HRMS Implementation Guide.This guide contains a summary of the steps you should follow toimplement all of the functionality available in Oracle HRMS. Thedetailed information you need to support your implementationdecisions is contained in your product user’s guideThis preface explains how this guide is organized and introduces othersources of information that can help you.Prefacei

About This User’s GuideThere are two chapters and three appendixes in this guide: Chapter 1 is designed to help you plan your implementation. Itcontains flowcharts showing the major stages of animplementation and a summary checklist for each stage, listingthe implementation steps. Chapter 2 contains a step–by–step implementation sequencesummarizing the decisions and tasks required for each stage. Appendix A includes essays that address important technicalissues relating to your HRMS implementation. Appendix B includes an essay on several topics specificallyrelating to your Payroll implementation. Appendix C describes any post install steps you must performbefore you implement Oracle HRMS.The HRMS user’s guides are available onlineAll Oracle Applications user’s guides are available online, in bothHTML and Adobe Acrobat format. Most other Oracle Applicationsdocumentation is available in Adobe Acrobat format.The HTML version of the HRMS user’s guides are optimized foronscreen reading, and enable you to follow hypertext links for easyaccess to guides across our entire library. You can also search forwords and phrases if your national language is supported by Oracle’sInformation Navigator. The HTML docume

The HRMS user’s guides are available online. All Oracle Applications user’s guides are available online, in both HTML and Adobe Acrobat format. Most other Oracle Applications documentation is available in Adobe Acrobat format. The HTML version of the HRMS user’s guides are optimized for

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