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Sikandar Hayat Awan
Pakistan


Oracle Applications 11i HRMS www.erpstuff.com

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The document is composed by using Oracle 11.5.10.2 on Linux Red Hat AS 4 so you may find
minor differences of screens or options if you are not using the same version of Oracle
Applications. Please suggest if you think any major feature is missing and you think that should
also be part of this document.

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Thanks


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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


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C CO ON NT TE EN NT TS S.................................................................................................................................................................................. 4
W WO OR RK K S ST TR RU UC CT TU UR RE ES S............................................................................................................................................................... 6
1 - - R RE ES SP PO ON NS SI I B BI I L LI I T TY Y & & U US SE ER R.............................................................................................................................................. 7
1. DEFINE HRMS RESPONSIBILITY .......................................................................................................................................... 7
2. HRMS USER DEFINITION.................................................................................................................................................... 8
2 - - K KE EY Y F FL LE EX XF FI I E EL LD DS S D DE EF FI I N NI I T TI I O ON NS S................................................................................................................................. 11
1. GRADE KEY FLEXFIELD DEFINITION................................................................................................................................... 11
2. J OB 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 - - K KE EY Y F FL LE EX XF FI I E EL LD DS S V VA AL LU UE ES S............................................................................................................................................. 41
1. GRADE KEY FLEXFIELD VALUES.......................................................................................................................................... 41
2. J OB KEY FLEXFIELD VALUES............................................................................................................................................... 43
3. POSITION KEY FLEXFIELD VALUES...................................................................................................................................... 45
4. PEOPLE GROUP KEY FLEXFIELD VALUES ............................................................................................................................. 48
5. COMPETENCE KEY FLEXFIELD VALUES................................................................................................................................ 50
4 - - L LO OC CA AT TI I O ON N.......................................................................................................................................................................... 54
1. LOCATION DEFINITION...................................................................................................................................................... 54
5 - - B BU US SI I N NE ES SS S G GR RO OU UP P ( (B BG G) )................................................................................................................................................ 56
1. BUSINESS GROUP (BG) DEFINITION.................................................................................................................................. 57
6 - - P PR RO OF FI I L LE ES S........................................................................................................................................................................... 67
1. SETTING HR: SECURITY PROFILE ...................................................................................................................................... 67
2. SETTING HR:BUSINESS GROUP PROFILE............................................................................................................................ 68
3. SETTING HR:USER TYPE PROFILE ..................................................................................................................................... 69
7 - - O OR RG GA AN NI I Z ZA AT TI I O ON NS S............................................................................................................................................................ 71
1. DEPARTMENTS (HR ORGANIZATION) DEFINITION.............................................................................................................. 71
8 - - O OR RG GA AN NI I Z ZA AT TI I O ON N H HI I E ER RA AR RC CH HI I E ES S................................................................................................................................. 75
1. ORGANIZATION HIERARCHY DEFINITION............................................................................................................................ 75
2. ORGANIZATION DIAGRAMMER............................................................................................................................................ 81
9 - - J J O OB BS S C CR RE EA AT TI I O ON N.............................................................................................................................................................. 84
1. J OBS ENTRY...................................................................................................................................................................... 84
10 - - G GR RA AD DE ES S C CR RE EA AT TI I O ON N...................................................................................................................................................... 86
1. GRADES ENTRY................................................................................................................................................................. 86
11 - - P PO OS SI I T TI I O ON NS S C CR RE EA AT TI I O ON N............................................................................................................................................... 87
1. POSITIONS ENTRY............................................................................................................................................................. 87
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12 - - P PO OS SI I T TI I O ON N H HI I E ER RA AR RC CH HI I E ES S........................................................................................................................................... 90
1. POSITION HIERARCHY DEFINITION.................................................................................................................................... 90
2. POSITION DIAGRAMMER.................................................................................................................................................... 98
P PE EO OP PL LE E M MA AN NA AG GE EM ME EN NT T...................................................................................................................................................... 100
13 - - E EM MP PL LO OY YE EE E C CR RE EA AT TI I O ON N............................................................................................................................................... 101
1. EMPLOYEE CREATION...................................................................................................................................................... 101

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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

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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

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

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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.

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1.5. Click Segments (button),

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

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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

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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 2
nd
lines enter following information,

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

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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

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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.
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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. J ob Key Flexfield Definition

2.1. Open the Key Flexfield Segments form

Sys Admin: Application > Flexfield > Key > Segments

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

Field Value
Code XX_J OB_FLEXFIELD
Title XX J OB FLEXFIELD
Description (Optional) XX J OB Flexfield for demo.

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2.5. Click Segments (button),

Field Value
Number 1
Name J ob Name
Windows Prompt J ob Name
Column SEGMENT1

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

Field Value
Value Set Name XX_J OBNAME_VS
Description XX J OB 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

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2.7. Save and close the screen.
2.8. Enter the Value Set name in the Value Set field on segments Summary screen.
2.9. In the 2
nd
lines enter following information,

Field Value
Number 2
Name J ob Code
Windows Prompt J ob Code
Column SEGMENT2
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2.10. Click Value Set (button) and enter following information,

Field Value
Value Set Name XX_J OBCODE_VS
Description XX J OB 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

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

Field Value
Independent Value Set Name XX_J OBNAME_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.
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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

Sys Admin: Application > Flexfield > Key > Segments

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.

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3.5. Click Segments (button),

Field Values
Number 1 2
Name Cost Center Account Code
Windows Prompt Cost Center Account Code
Column SEGMENT1 SEGMENT2
Value Set XX_Cost_Center XX_Accounts
Flexfield Qualifier Organization Element

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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.

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3.9. Enable Freeze Flexfield Definition checkbox.

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

4. Position Key Flexfield Definition

4.1. Open the Key Flexfield Segments form

Sys Admin: Application > Flexfield > Key > Segments

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.

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4.5. Click Segments (button),

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

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

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


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4.7. Save and close the screen.
4.8. Enter the Value Set name in the Value Set field on segments Summary screen.
4.9. In the 2
nd
lines enter following information,

Field Value
Number 2
Name Position Region
Windows Prompt Position Region
Column SEGMENT2
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4.10. Click Value Set (button) and enter following information,

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

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4.11. Save and close the screen.
4.12. Enter the Value Set name in the Value Set field on segments Summary screen.

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

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

5. People Group Key Flexfield Definition

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5.1. Open the Key Flexfield Segments form

Sys Admin: Application > Flexfield > Key > Segments

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.


5.5. Click Segments (button),

Field Value
Number 1
Name Union
Windows Prompt Union
Column SEGMENT1

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

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

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5.7. Save and close the screen.
5.8. Enter the Value Set name in the Value Set field on segments Summary screen.

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

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

6. Competence Key Flexfield Definition

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6.1. Open the Key Flexfield Segments form

Sys Admin: Application > Flexfield > Key > Segments

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.
6.5. Click Segments (button),

Field Value
Number 1
Name Skill
Windows Prompt Skill
Column SEGMENT1

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

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

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6.7. Save and close the screen.
6.8. Enter the Value Set name in the Value Set field on segments Summary screen.
6.9. In the 2
nd
lines enter following information,

Field Value
Number 2
Name Level
Windows Prompt Level
Column SEGMENT2

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

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

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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.



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

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

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


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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

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

Levels
1
2
3
4

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2. J ob Key Flexfield Values

2.1. Open the Key Flexfield Values form

Sys Admin: Application > Flexfield > Key > Values

2.2. Enter the following information,

J ob J ob Code
MANAGER MG
DEPUTY MANAGER DM
SUPERVISOR SR
CEO CO

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2.3. Save data and search for XX_J OBCODE_VS to enter J ob Codes.

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

3. Position Key Flexfield Values

3.1. Open the Key Flexfield Values form

Sys Admin: Application > Flexfield > Key > Values

3.2. Search XX_POSITIONNAME_VS.
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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

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Position
NORTH
SOUTH
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EAST
WEST


4. People Group Key Flexfield Values

4.1. Open the Key Flexfield Values form

Sys Admin: Application > Flexfield > Key > Values

4.2. Search XX_UNION_VS.
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4.3. Enter the following information,

People Group Values
Union MUSLIM LEAGUE
PEOPLE PARTY
NONE

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5. Competence Key Flexfield Values

5.1. Open the Key Flexfield Values form

Sys Admin: Application > Flexfield > Key > Values

5.2. Search for XX_SKILL_VS.
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5.3. Enter the following information,

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

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

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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.

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1.3. Save the data.
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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 BGs 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

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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),

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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

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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



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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.
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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
J ob Flexfield Structure XX J OB 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
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Maximum Working Age 60


1.11. Click OK (button).

1.12. Click OK (button).

1.13. Click Yes (button).
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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 2
nd
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.
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1.16. Assign relevant cost center.

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



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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).
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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.

2.2. Click Find (button).
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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.

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

3.4. Save the information.

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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

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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.

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XX HR

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

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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).
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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.

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

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1.5. Save the information.
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1.6. Click in the Organization Name field and press F11 and then Ctrl+F11 keys to search
the Business Group.
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1.7. Click in the Subordinates Name and select departments from the LOV.
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1.8. You will have to save information after moving to next line to enter next department.

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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).
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2.4. Click the + sign on the left of company displayed to expand.
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2.5. Click Org-Chart Style from the toolbar.

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

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1. J obs Entry

1.1. Open the Description form

HRMS: Work Structures > J ob > Description

1.2. We will define the following jobs.

J ob J ob Code
MANAGER MG
DEPUTY MANAGER DM
SUPERVISOR SR
CEO CO


1.3. Click New (button).
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1.4. A J ob Group will be defaulted so click in the Name field and select J ob Name and J ob
Code.


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

1.1. Open the Description form

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.
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1. Positions Entry
We will define following positions.

Position J ob 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

1.1. Open the Description form

HRMS: Work Structures > Position > Description

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1.2. Click New (button).

1.3. Click OK (button).

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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.


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1. Position Hierarchy Definition

CEO
Manager IT Manager FN Manager HR
Deputy Manager IT Deputy Manager FN Deputy Manager HR
Account Officer FN Recruitment Officer Senior 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.

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1.7. Save the data.
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1.8. Enter Version Number and Date From and save the data.
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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.
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1.11. Enter MANAGER IT.EAST and save the data.

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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.


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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.
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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.


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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.



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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.
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1.4. Save the data.

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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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