oracle applications hrms 11i - v1.1

Version – 1.1

Sikandar Hayat Awan

Pakistan

Oracle Applications 11i – HRMS www.erpstuff.com

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PPrreeffaaccee Anyone who is interested to learn, teach Oracle Human Resource Management System (HRMS) can use this document for his/her as a basic reference document. Although the document will cover most of the required but this is not the whole Oracle HRMS. So please consider it as a basic or reference document. I will also recommend reading the Oracle Documentation provided by Oracle of each module. Pre Requisites

o Oracle Applications 11i instance access o Human Resource Concepts

References:

o 11i Enterprise Management Fundamentals: Work Structures D16826GC10 o 11i Workforce Sourcing and Deployment Fundamentals: People Management

D17282GC10 o Enterprise and Workforce Management Guide (Global) Release 11i Part No. B14467-01 o metalink.oracle.com

Document Change Log

Date Version Description 09-Mar-07 1 Work Structures & People Creation (Employee) 16-Apr-07 1.1 Costing Allocation Flexfield incorporated



CCoonntteennttss CCOONNTTEENNTTSS .................................................................................................................................................................................. 4 WWOORRKK SSTTRRUUCCTTUURREESS ............................................................................................................................................................... 6 1 -- RREESSPPOONNSSIIBBIILLIITTYY && UUSSEERR.............................................................................................................................................. 7

1. DEFINE HRMS RESPONSIBILITY .......................................................................................................................................... 7 2. HRMS USER DEFINITION .................................................................................................................................................... 8

2 -- KKEEYY FFLLEEXXFFIIEELLDDSS DDEEFFIINNIITTIIOONNSS................................................................................................................................. 11 1. GRADE KEY FLEXFIELD DEFINITION ................................................................................................................................... 11 2. JOB KEY FLEXFIELD DEFINITION ........................................................................................................................................ 17 3. COST ALLOCATION KEY FLEXFIELD DEFINITION.................................................................................................................. 23 4. POSITION KEY FLEXFIELD DEFINITION ............................................................................................................................... 26 5. PEOPLE GROUP KEY FLEXFIELD DEFINITION ....................................................................................................................... 31 6. COMPETENCE KEY FLEXFIELD DEFINITION.......................................................................................................................... 34

3 -- KKEEYY FFLLEEXXFFIIEELLDDSS VVAALLUUEESS............................................................................................................................................. 41 1. GRADE KEY FLEXFIELD VALUES .......................................................................................................................................... 41 2. JOB KEY FLEXFIELD VALUES............................................................................................................................................... 43 3. POSITION KEY FLEXFIELD VALUES...................................................................................................................................... 45 4. PEOPLE GROUP KEY FLEXFIELD VALUES ............................................................................................................................. 48 5. COMPETENCE KEY FLEXFIELD VALUES ................................................................................................................................ 50

4 -- LLOOCCAATTIIOONN.......................................................................................................................................................................... 54 1. LOCATION DEFINITION ...................................................................................................................................................... 54

5 -- BBUUSSIINNEESSSS GGRROOUUPP ((BBGG)) ................................................................................................................................................ 56 1. BUSINESS GROUP (BG) DEFINITION .................................................................................................................................. 57

6 -- PPRROOFFIILLEESS........................................................................................................................................................................... 67 1. SETTING HR: SECURITY PROFILE ...................................................................................................................................... 67 2. SETTING HR:BUSINESS GROUP PROFILE............................................................................................................................ 68 3. SETTING HR:USER TYPE PROFILE ..................................................................................................................................... 69

7 -- OORRGGAANNIIZZAATTIIOONNSS ............................................................................................................................................................ 71 1. DEPARTMENTS (HR ORGANIZATION) DEFINITION .............................................................................................................. 71

8 -- OORRGGAANNIIZZAATTIIOONN HHIIEERRAARRCCHHIIEESS ................................................................................................................................. 75 1. ORGANIZATION HIERARCHY DEFINITION ............................................................................................................................ 75 2. ORGANIZATION DIAGRAMMER ............................................................................................................................................ 81

9 -- JJOOBBSS CCRREEAATTIIOONN .............................................................................................................................................................. 84 1. JOBS ENTRY ...................................................................................................................................................................... 84

10 -- GGRRAADDEESS CCRREEAATTIIOONN ...................................................................................................................................................... 86 1. GRADES ENTRY ................................................................................................................................................................. 86

11 -- PPOOSSIITTIIOONNSS CCRREEAATTIIOONN ............................................................................................................................................... 87 1. POSITIONS ENTRY ............................................................................................................................................................. 87



12 -- PPOOSSIITTIIOONN HHIIEERRAARRCCHHIIEESS........................................................................................................................................... 90 1. POSITION HIERARCHY DEFINITION .................................................................................................................................... 90 2. POSITION DIAGRAMMER .................................................................................................................................................... 98

PPEEOOPPLLEE MMAANNAAGGEEMMEENNTT ...................................................................................................................................................... 100 13 -- EEMMPPLLOOYYEEEE CCRREEAATTIIOONN ............................................................................................................................................... 101

1. EMPLOYEE CREATION ...................................................................................................................................................... 101



WWoorrkk SSttrruuccttuurreess



11 -- RReessppoonnssiibbiilliittyy && UUsseerr

1. Define HRMS Responsibility

1.1. To define HRMS responsibility open the Responsibilities screen,

Sys Admin: Security > Responsibility > Define

1.2. Enter the following information on the screen,

Field Value Responsibility Name XX HRMS Application Human Resources Responsibility Key XX_HRMS Description XX HRMS Super User Effective Date From Default (Current Date) Data Group Name Standard Data Group Application Human Resources Menu GLB SHRMS Navigator Request Group Name Global SHRMS Reports & Process Request Group Application Human Resources



1.3. Save the data.

2. HRMS User Definition 2.1. The next step is to assign the above defined responsibility to a user who will have

access to HRMS. Here instead of creating a new user we will assign the responsibility to our earlier created user at the time of GL configuration that is XX_USER.

2.2. Open the Users form,

Sys Admin: Security > User > Define

2.3. After searching the XX_USER we will attach the Responsibility XX Fixed Assets created above with this user.

Field Value Responsibility XX HRMS Application Human Resources Security Group Standard



2.4. Save the data. 2.5. Switch the responsibility to XX HRMS responsibility and you will get the following

menu.



22 -- KKeeyy FFlleexxffiieellddss DDeeffiinniittiioonnss

Points to Consider Before creating Key Flexfields consider the following points,

o Plan the Structure o Plan number of segments of each Key Flexfield o Segment Size o Segment Values o Validations o Naming Conventions o Future Changes Considerations

1. Grade Key Flexfield Definition

1.1. Open the Key Flexfield Segments form

Sys Admin: Application > Flexfield > Key > Segments

1.2. Search for Grade Flexfield. 1.3. Insert a new record by selecting New from the toolbar. 1.4. Enter the following information,

Field Value Code XX_GRADE_FLEXFIELD Title XX GRADE FLEXFIELD Description (Optional) XX Grade Flexfield for demo.



1.5. Click Segments (button),

Field Value Number 1 Name Grade Name Windows Prompt Grade Name Column SEGMENT1



1.6. Click Value Set (button) and enter following information,

Field Value Value Set Name XX_GRADENAME_VS Description XX Grade Name value set for demo. List Type List of Values Security Type No Security Format Type Char Maximum Size 20 Uppercase Only (A-Z) Checked (Yes) Validation Type Independent



1.7. Save and close the screen. 1.8. Enter the Value Set name in the Value Set field on segments Summary screen. 1.9. In the 2nd lines enter following information,

Field Value Number 2 Name Grade Level Windows Prompt Grade Level Column SEGMENT2



1.10. Click Value Set Open (button) and enter following information,

Field Value Value Set Name XX_GRADELEVEL_VS Description XX Grade Level value set for demo. List Type List of Values Security Type No Security Format Type Char Maximum Size 2 Uppercase Only (A-Z) Checked (Yes) Validation Type Independent



1.11. Save and close the screen. 1.12. Enter the Value Set name in the Value Set field on segments Summary screen.

1.13. Save and close the screen. 1.14. Enable Freeze Flexfield Definition and Allow Dynamic Inserts checkboxes.



1.15. Click OK (button) and close the form. The Flexfield will be compiled.

1.16. Click Open (button).

1.17. Click Open (button).

2. Job Key Flexfield Definition



2.2. Search for Job Flexfield. 2.3. Insert a new record by selecting New from the toolbar. 2.4. Enter the following information,

Field Value Code XX_JOB_FLEXFIELD Title XX JOB FLEXFIELD Description (Optional) XX JOB Flexfield for demo.




Field Value Number 1 Name Job Name Windows Prompt Job Name Column SEGMENT1




Field Value Value Set Name XX_JOBNAME_VS Description XX JOB Name value set for demo. List Type List of Values Security Type No Security Format Type Char Maximum Size 20 Uppercase Only (A-Z) Checked (Yes) Validation Type Independent




Field Value Number 2 Name Job Code Windows Prompt Job Code Column SEGMENT2




Field Value Value Set Name XX_JOBCODE_VS Description XX JOB Code value set for demo. List Type List of Values Security Type No Security Format Type Char Maximum Size 20 Uppercase Only (A-Z) Checked (Yes) Validation Type Dependent



2.11. Save the data and click Edit Information (button) and enter the following information.

Field Value Independent Value Set Name XX_JOBNAME_VS Description Will be auto displayed. Dependent Default Value MG Description MG

2.12. Enter the Value Set name in the Value Set field on segments Summary screen.



2.13. Save and close the screen. 2.14. Enable Cross-Validation Segments, Freeze Flexfield Definition and Allow

Dynamic Inserts checkboxes.

Note: The next few screens are same as covered in the Grade section.

3. Cost Allocation Key Flexfield Definition 3.1. Open the Key Flexfield Segments form


3.2. Search for Cost Allocation Flexfield. 3.3. Insert a new record by selecting New from the toolbar. 3.4. Enter the following information,

Field Value Code XX_COST_ALLOCATION_FLEXFIELD Title XX COST ALLOCATION FLEXFIELD Description (Optional) XX Cost Allocation Flexfield for demo.



Note: Here we will use Value Set we defined for General Ledger.

3.6. Save and assign Flexfield Qualifiers to both segments. 3.7. To cost center we have assigned Organization.

3.8. Now assign Element Flexfield Qualifier to Account Code. Note: The Cost Center segment will be displayed in organization costing information while the Account Code will be assigned at the time of element creation.



3.9. Enable Freeze Flexfield Definition checkbox.


4. Position Key Flexfield Definition 4.1. Open the Key Flexfield Segments form


4.2. Search for Position Flexfield. 4.3. Insert a new record by selecting New from the toolbar. 4.4. Enter the following information,

Field Value Code XX_POSITION_FLEXFIELD Title XX POSITION FLEXFIELD Description (Optional) XX Position Flexfield for demo.




Field Value Number 1 Name Position Name Windows Prompt Position Name Column SEGMENT1




Field Value Value Set Name XX_POSITIONNAME_VS Description XX Position Name value set for demo. List Type List of Values Security Type No Security Format Type Char Maximum Size 30 Uppercase Only (A-Z) Checked (Yes) Validation Type Independent




Field Value Number 2 Name Position Region Windows Prompt Position Region Column SEGMENT2




Field Value Value Set Name XX_POSITIONREGION_VS Description XX Position Region value set for demo. List Type List of Values Security Type No Security Format Type Char Maximum Size 20 Uppercase Only (A-Z) Checked (Yes) Validation Type Independent




4.13. Save and close the screen. 4.14. Enable Freeze Flexfield Definition and Allow Dynamic Inserts checkboxes.


5. People Group Key Flexfield Definition





5.2. Search for People Group Flexfield. 5.3. Insert a new record by selecting New from the toolbar. 5.4. Enter the following information,

Field Value Code XX_PEOPLE_GROUP_FLEXFIELD Title XX PEOPLE GROUP FLEXFIELD Description (Optional) XX People Group Flexfield for demo.


Field Value Number 1 Name Union Windows Prompt Union Column SEGMENT1




Field Value Value Set Name XX_UNION_VS Description XX Union value set for demo. List Type List of Values Security Type No Security Format Type Char Maximum Size 30 Uppercase Only (A-Z) Checked (Yes) Validation Type Independent




5.9. Save and close the screen. 5.10. Enable Freeze Flexfield Definition and Allow Dynamic Inserts checkboxes


6. Competence Key Flexfield Definition





6.2. Search for Competence Flexfield. 6.3. Insert a new record by selecting New from the toolbar. 6.4. Enter the following information,

Field Value Code XX_COMPETENCE_FLEXFIELD Title XX COMPETENCE FLEXFIELD

Description (Optional) XX Competence Flexfield for demo.


Field Value Number 1 Name Skill Windows Prompt Skill Column SEGMENT1




Field Value Value Set Name XX_SKILL_VS Description XX Skill value set for demo. List Type List of Values Security Type No Security Format Type Char Maximum Size 30 Uppercase Only (A-Z) Checked (Yes) Validation Type Independent




Field Value Number 2 Name Level Windows Prompt Level Column SEGMENT2




Field Value Value Set Name XX_SKILLLEVEL_VS Description XX Skill Level value set for demo. List Type List of Values Security Type No Security Format Type Char Maximum Size 30 Uppercase Only (A-Z) Checked (Yes) Validation Type Independent



6.11. Save the data and click Edit Information (button) and enter the following information.

Field Value Independent Value Set Name XX_SKILL_VS Description Will be auto displayed. Dependent Default Value 1 Description 1

6.12. Enter the Value Set name in the Value Set field on segments Summary screen.



6.13. Save and close the screen. 6.14. Enable Freeze Flexfield Definition checkbox.


Here is the status of all requests and all are completed with Normal status.



33 -- KKeeyy FFlleexxffiieellddss VVaalluueess So for we have created Key Flexfields but not yet populated the value sets of these Key Flexfields. Now we will insert values in the value sets one by one. 1. Grade Key Flexfield Values

1.1. Open the Key Flexfield Values form

Sys Admin: Application > Flexfield > Key > Values

1.2. Select Value Set in Find Values By region and enter XX_GRADENAME_VS in the

names field.

1.3. Click Find (button). 1.4. Enter the following information,

Grade EXECUTIVE MANAGEMENT SUPERVISOR



1.5. Save the information and search for XX_GRADELEVEL_VS and enter the following

information.

Levels 1 2 3 4



2. Job Key Flexfield Values



2.2. Enter the following information,

Job Job Code MANAGER MG DEPUTY MANAGER DM SUPERVISOR SR CEO CO



2.3. Save data and search for XX_JOBCODE_VS to enter Job Codes.



2.4. Save the data and then click in the Independent Value and press down arrow key.

3. Position Key Flexfield Values



3.2. Search XX_POSITIONNAME_VS.



3.3. Click Find (button). 3.4. Enter the following information,

Position CEO MANAGER IT MANAGER FN MANAGER HR DEPUTY MANAGER IT DEPUTY MANAGER FN DEPUTY MANAGER HR SENIOR DBA ACCOUNT OFFICER FN RECRUITMENT OFFICER



Position NORTH SOUTH



EAST WEST

4. People Group Key Flexfield Values



4.2. Search XX_UNION_VS.




People Group Values Union MUSLIM LEAGUE PEOPLE PARTY NONE



5. Competence Key Flexfield Values



5.2. Search for XX_SKILL_VS.




Skill Level (1 = low, 5 = high) ANALYSIS 1~5 TECHNICAL 1~5

FUNCTIONAL 1~5

COMMUNICATION 1~5

PRESENTATION 1~5



5.4. Save the data and then click in the Independent Value and press down arrow key.



44 -- LLooccaattiioonn

1. Location Definition 1.1. Switch to HRMS Responsibility,

HRMS: Work Structures > Location

Note: Uncheck the Global check box if you want the location to only be available within the default Business Group of your current responsibility. Accept the default if you want the location to be a global location and therefore available to all Business Groups. If you are setting up a global location, the location name must be unique across all Business Groups.

1.1. Enter the required information on the screen, like Name, Description, address Style

and address as shown above.

1.2. When we clicked on Shipping Details tab the Ship-To Location was default to Location

Name we entered in the header of this form.



1.3. Save the data.



55 -- BBuussiinneessss GGrroouupp ((BBGG)) A Business Group (BG) holds information about the components of work structures such as jobs, grades and positions. At the BG level we set up the legislative rules, terms of employment, remuneration policies and employee work patterns. Oracle HRMS provides the flexibility to define enterprise the following four basic configurations models,

1 A single operating company in one country. 2 A single operating company in multiple countries. 3 Multiple operating companies in one country. 4 Multiple operating companies in multiple countries.

We will create only one BG for demonstration while you can create more than one BG’s in your enterprise to keep sets of data separated. The major reason for creating many business groups is that your enterprise is present in many countries. The other reasons for creation of more than one BG are,

o During acquisitions or mergers there is a need to manage separate structures and processes during a transition phase.

o To keep a copy of your live system with example records for training or testing purposes. o You are a holding company with a number of subsidiary companies and each subsidiary

has its own structures, employees, and compensation and benefit policies.

Organization Structure



XX COMPANY Business Group HR Organization CEO

XX IT XX HR XX FN Information Technology Human Resource Department Finance Department HR Organization HR Organization HR Organization

Positions: Positions: Positions: Manager IT Manager HR Manager FN Deputy Manager IT Deputy Manager HR Deputy Manager FN

Recruitment Officer Senior DBA Account Officer FN

1. Business Group (BG) Definition

1.1. Open the Description form,

HRMS: Work Structures > Organization > Description

1.2. Click New (A) (button),



1.3. Enter the following information in the header of screen,

Field Value Name XX COMPANY Type Company Location XX Location Internal or External Internal



1.4. Before moving into Organization Classification region save the information. 1.5. Select Business Group from the LOV in the Name field.

Field Value Organization Classifications Name

Business Group

Enabled



1.6. Save the information and then click Others (button) to enter Business Group information.

Note: The * on the start denotes the mandatory information and you will have to provide information while all others are optional.

1.7. Select Business Group Info from the displayed LOV and click OK (button.

1.8. Click in the white area of Business Group Info field and the following screen will

appear.



Warning: All the information entered on this screen will affect the Business Group and you

will not be able to change saved data on this screen.

1.9. Select Business Group, click the Enabled check box and click (B) Others. 1.10. Enter the required information on the screen displayed as following,

Field Value Short Name XX COMPANY Employee Number Generation Automatic Applicant Number Generation Automatic Contingent Worker Number Generation

Automatic

Grade Flexfield Structure XX GRADE FLEXFIELD Group Flexfield Structure XX PEOPLE GROUP FLEXFIELD Job Flexfield Structure XX JOB FLEXFIELD Costing Flexfield Structure XX COST ALLOCATION FLEXFIELD Position Flexfield Structure XX POSITION FLEXFIELD Competence Flexfield Structure XX COMPETENCE FLEXFIELD Legislation Code Pakistan Currency PKR Fiscal Year Start Minimum Working Age 18



Maximum Working Age 60

1.11. Click OK (button).


1.13. Click Yes (button).



1.14. Now the next step is to make our Business Group a HR Organization as we will hire CEO in this organization. Keep in mind that which organization will have employees must be a HR Organization. Click in the 2nd line to define HR Organization and enter the following information.

Field Value Organization Classifications Name

HR Organization

Enabled

1.15. Save the information and then click Others (button) to enter HR Organization

information.



1.16. Assign relevant cost center.



1.17. Click OK (button) and save the data.



66 -- PPrrooffiilleess There are following three profiles which we need to set for our XX HRMS responsibility.

o HR: Security Profile o HR:Business Group o HR:User Type

There is a space in HR: Security Profile after colon but no space in other profile options.

1. Setting HR: Security Profile 1.1. Open the System form,

Sys Admin: Profile > System

1.2. Enter Responsibility name XX HRMS and profile HR: Security Profile.

1.3. Click Find (button).



1.4. Select Business Group XX COMPANY under Responsibility. 1.5. Save information and click Find (button) from the toolbar.

2. Setting HR:Business Group Profile

2.1. Change the Profile to HR:Business Group.




2.3. Select Business Group XX COMPANY under Responsibility. 2.4. Save information and click Find (button) from the toolbar.

3. Setting HR:User Type Profile

3.1. Change the Profile to HR:User Type Group.




3.3. Select HR with Payroll User from the LOV and click OK (button).

3.4. Save the information.



77 -- OOrrggaanniizzaattiioonnss

1. Departments (HR Organization) Definition 1.1. Open the Description form,

HRMS: Work Structures > Organization > Description

1.2. Click New (A) (button), and define three departments with the following information.

Field Value Name XX IT XX HR XX FN Type Department Department Department Location XX Location XX Location XX Location Internal or External Internal Internal Internal Organization Classification

HR Organization HR Organization HR Organization

Enabled

XX IT



1.3. Click Others (button) and enter Costing Information by selecting Costing Information from LOV and clicking OK (button).

Note: Internal Organizations are Departments, Sections or Cost Centers and the External Organizations are Tax Offices, Recruitment Agencies.



XX HR

1.4. Click Others (button) and enter Costing Information by selecting Costing Information

from LOV and clicking OK (button).



XX FN

1.5. Click Others (button) and enter Costing Information by selecting Costing Information

from LOV and clicking OK (button).

Note: You can define as many organizations (Zone, Division, Department, Sections) but here for practice we have defined only 4 (Company 1, Departments 3).



88 -- OOrrggaanniizzaattiioonn HHiieerraarrcchhiieess The benefit of Organization Hierarchies is that it enables to show the reporting structure of organization in an enterprise. The other benefits are,

o Controlling Access to Information o Purchasing Approvals o Project Accounting o Government Mandated Reporting

XX COMPANY

Business Group

HR Organization

XX IT XX FN XX HR Information Technology Finance Department Human Resource

Department HR Organization HR Organization HR Organization

1. Organization Hierarchy Definition

1.1. Open the Hierarchy form,

HRMS: Work Structures > Organization > Hierarchy

1.2. Enter a unique name for the hierarchy, and check Primary if it is your main reporting hierarchy.



1.3. Save the information. 1.4. Enter Version Number and Date From in the respective fields.



1.5. Save the information.



1.6. Click in the Organization Name field and press F11 and then Ctrl+F11 keys to search

the Business Group.



1.7. Click in the Subordinates Name and select departments from the LOV.



1.8. You will have to save information after moving to next line to enter next department.



2. Organization Diagrammer

2.1. Open the Diagrammer form,

HRMS: Work Structures > Organization > Diagrammer

2.2. Search for Hierarchy name XX ORG HIERARCHY.

2.3. Click Open Editor (button).



2.4. Click the + sign on the left of company displayed to expand.



2.5. Click Org-Chart Style from the toolbar.

2.6. Use different options available on Diagrammer editor and close the screen.



99 -- JJoobbss CCrreeaattiioonn

1. Jobs Entry

1.1. Open the Description form

HRMS: Work Structures > Job > Description

1.2. We will define the following jobs.

Job Job Code MANAGER MG DEPUTY MANAGER DM SUPERVISOR SR CEO CO

1.3. Click New (button).



1.4. A Job Group will be defaulted so click in the Name field and select Job Name and Job

Code.

1.5. Save the data. 1.6. Repeat the above steps to define all jobs.



1100 -- GGrraaddeess CCrreeaattiioonn

1. Grades Entry


HRMS: Work Structures > Grade > Description

1.2. Define the following grades,

Grade Level EXECUTIVE 1 MANAGEMENT 1,2 SUPERVISOR 1

1.3. Save the data after entering all grades.



1111 -- PPoossiittiioonnss CCrreeaattiioonn

1. Positions Entry We will define following positions.

Position Job Organization CEO CEO.CO XX COMPANY MANAGER IT MANAGER.MG XX IT MANAGER FN MANAGER.MG XX FN MANAGER HR MANAGER.MG XX HR DEPUTY MANAGER IT DEPUTY MANAGER.DM XX IT DEPUTY MANAGER FN DEPUTY MANAGER.DM XX FN DEPUTY MANAGER HR DEPUTY MANAGER.DM XX HR SENIOR DBA SUPERVISOR.SR XX IT ACCOUNT OFFICER FN SUPERVISOR.SR XX FN RECRUITMENT OFFICER

SUPERVISOR.SR XX HR

The following information will be same for all positions,

Field Value Position Details Tab Type Single Incumbent Permanent

Hiring Status Active Hiring Information Tab FTE 1


HRMS: Work Structures > Position > Description



1.2. Click New (button).




1.4. Click Hiring Information tab and enter 1 in the FTE as our Type is Single Incumbent.

1.5. Save the data. 1.6. Repeat these steps for all positions.



1122 -- PPoossiittiioonn HHiieerraarrcchhiieess

1. Position Hierarchy Definition

CEO

Manager IT Manager FN Manager HR

Deputy Manager IT Deputy Manager FN Deputy Manager HR

Account Officer FN Recruitment OfficerSenior DBA

1.1. Open the Hierarchy form

HRMS: Work Structures > Position > Hierarchy

1.2. Enter unique Hierarchy Name and click Primary check box if this is your Primary

hierarchy.



1.7. Save the data.



1.8. Enter Version Number and Date From and save the data.



1.9. Click in the Position Name and press F11 to search the top position CEO.EAST and the

execute query by pressing Ctrl+F11. 1.10. Then click in the Subordinates Name field.



1.11. Enter MANAGER IT.EAST and save the data.



1.12. Enter all subordinates who are reporting to CEO in our case all Managers. 1.13. Now click the MANAGER IT.EAST line and click the Blue Down arrow key to define the

Manager IT subordinate.



1.14. Position MANAGER IT.EAST has jumped above in the Position Name field. Enter all

subordinates who are reporting to CEO in our case all Managers. Select DEPUTY MANAGER IT.EAST as subordinates and save the information.

1.15. Now to define subordinate of DUPUTY MANAGER IT.EAST click blue Down arrow key and DUPUTY MANAGER IT.EAST position will be shifted in the Position Name field.



1.16. Enter SENIOR DBA.EAST and save the information. 1.17. To move upward in the hierarchy click on blue up arrow and define all subordinate

positions.



1.18. The hierarchy will look like shown above. 1.19. Enable Primary check box to make this hierarchy and save the information.

2. Position Diagrammer

2.1. Open the Diagrammer form,

HRMS: Work Structures > Position > Diagrammer

2.2. Search for Hierarchy name XX ORG HIERARCHY.



PPeeooppllee MMaannaaggeemmeenntt



1133 -- EEmmppllooyyeeee CCrreeaattiioonn

1. Employee Creation 1.1. Open the Enter and Maintain form,

HRMS: People > Enter and Maintain

1.2. Click New (button). 1.3. Enter the required information on the form. As we are creating an employee so we

will select Create Employment in the Action field. Good thing is that when you will select Title the Gender field is automatically populated.



1.4. Save the data.



1.5. Note the Employee Identification assigned to the employee which is employee code 1. 1.6. Click Assignment (button). 1.7. Select Group, Position and Grade. The position will default few field which you can

change.

1.8. Save the data.


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