R12 HRMS Setups

Open R12 Login Page

User ID : operations
Pwd : welcome
Clic on Login !
Select t"e Responsi#ilit$ % S$stem &dministrator'!
Create a Responsi#ilit$ (or HRMS Manager :
)a*igation :
S$stem &dministrator + Securit$ +Responsi#ilit$ +De(ine
,"e (ollowing page appears :
Press %-11' and .uer$ wit" % /ol#al Super HRMS Manager' and press %Ctrl0-11'!
Create )ew Responsi#ilit$ wit" t"e same menus and same data group wit" ur name !
Sa*e it and close it!
Create a user wit" ur name
)a*igation :
S$stem &dministrator + Securit$ + User + De(ine
/i*e some name (or t"e user and gi*e a password !
&ttac" $our % Human Resources' Responsi#ilit$!
&nd also attac" % &pplication De*eloper' and % S$stem &dministrator'!
Logout o( % Operations % and login wit" $our username and password!
Clic on %Login'!
&s it is t"e (irst time o( entering wit" t"e username s$stem prompts $ou to c"ange t"e
password!
/i*e t"e Old password and new password and con(irm t"e new password!
&nd clic on %Su#mit'!
,"e (ollowing page appears wit" t"e Responsi#ilities $ou "a*e attac"ed to t"e user!
Clic on $our 1 Human Resources' responsi#ilit$ !
Speci($ t"e 2 Key Flexfield Structures t"at must #e de(ined #e(ore $ou can de(ine a
Business Group in Oracle HRMS! ,"ese are:
3o# 4Oracle HR5
Position 4Oracle HR5
/rade 4Oracle HR5
People /roup 4Oracle Pa$roll5
Cost &llocation 4Oracle Pa$roll5
Competenc$ -le6(ield 4Oracle HR5
Speci($ $our re.uirements (or t"e 7e$ -le6(ields speci(ied a#o*e! ,"e speci(ication
must include t"e (ollowing details (or eac" 7e$ -le6(ield:
,"e Structure )ame and t"e num#er o( Segments
,"e -le6(ield Segment )ames8 Order8 9alidation Options and :uali(iers
,"e -le6(ield 9alue Sets to #e used and an$ lists o( *alues
,"e se.uence o( implementation (or eac" -le6(ield is as (ollows:
De(ine 7e$ -le6(ield Segments
De(ine -le6(ield Segment 9alues
De(ine -le6(ield 9alue Sets
De(ine 7e$ -le6(ield Cross;9alidation Rules
De(ine 7e$ -le6(ield &liases
-ree<e and Compile 7e$ -le6(ield Structure
Populate -le6(ield *alue sets and list o( *alues
)a*igation : &pplication De*eloper+ -le6 -ields+ 7e$ + Segments
-le6 (ield :uali(iers are mandator$ (or Competence -le6 (ield 4 Human Resources5 and
Cost &llocation 4 Pa$ Roll5 !
,"e important point w"ic" must do w"ile de(ining (le6 (ields is to Freeze and compile
eac" and e*er$ -le6 -ields a(ter de(ining segments (or it!
Human Resources :
Job Flex field :
:uer$ wit" %3o# -le6 (ield' in t"e % -le6 (ield ,itle' and clic % Ctrl0=' in t"e #elow
window displa$ed wit" prede(ined (le6 (ields to create $our own -le6 (ield (or % 3o# %!
/i*e a name (or $our 3o# structure and clic on %Segments' #utton!
De(ine t"e 3o# structure (or $our Organi<ation and c"ec t"e re.uired (ields #ased on
$our re.uirement!
Sa*e and close t"e window!
C"ec t"e %-ree<e -le6 (ield De(inition % and %&llow D$namic Inserts' c"ec #o6es and
Clic on %Compile' #utton!

Position Flex field :
:uer$ wit" %Position -le6 (ield' in t"e % -le6 (ield ,itle' and clic % Ctrl0=' in t"e #elow
window displa$ed wit" prede(ined (le6 (ields to create $our own -le6 (ield (or
% Position %!
/i*e a name (or $our Position structure and clic on %Segments' #utton!
De(ine t"e Position structure (or $our Organi<ation and c"ec t"e re.uired (ields #ased
on $our re.uirement!
Sa*e and close t"e window!
C"ec t"e %-ree<e -le6 (ield De(inition % and %&llow D$namic Inserts' c"ec #o6es and
Clic on %Compile' #utton!

Competence Flex field :
:uer$ wit" %Competence -le6 (ield' in t"e % -le6 (ield ,itle' and clic % Ctrl0=' in t"e
#elow window displa$ed wit" prede(ined (le6 (ields to create $our own -le6 (ield (or
% Competence%!
/i*e a name (or $our Competence structure and clic on %Segments' #utton!
De(ine t"e Competence structure (or $our Organi<ation and c"ec t"e re.uired (ields
#ased on $our re.uirement!
-le6 (ield :uali(iers are mandator$ (or % Competence -le6 (ield'!
Clic on -le6 (ield :uali(iers % #utton and select an$ one .uali(ier (or t"e Competence !
Sa*e and close t"e window!
C"ec t"e %-ree<e -le6 (ield De(inition % and %&llow D$namic Inserts' c"ec #o6es and
Clic on %Compile' #utton!

Grade Flex field :
:uer$ wit" %/rade -le6 (ield' in t"e % -le6 (ield ,itle' and clic % Ctrl0=' in t"e #elow
window displa$ed wit" prede(ined (le6 (ields to create $our own -le6 (ield (or
% /rade %!
/i*e a name (or $our /rade structure and clic on %Segments' #utton!
De(ine t"e /rade structure (or $our Organi<ation and c"ec t"e re.uired (ields #ased on
$our re.uirement!
Sa*e and close t"e window!
C"ec t"e %-ree<e -le6 (ield De(inition % and %&llow D$namic Inserts' c"ec #o6es and
Clic on %Compile' #utton!
Cost llocation Flex field :
Cost &llocation -le6 -ield is t"e interaction #etween Pa$ Roll and /eneral Ledger ! So
t"e Segments w"ic" we are de(ining in HRMS s"ould matc" wit" t"e &ccounting -le6
-ield w"ic" we de(ine in -inancials!
:uer$ wit" %Cost &llocation -le6 (ield' in t"e % -le6 (ield ,itle' and clic % Ctrl0=' in t"e
#elow window displa$ed wit" prede(ined (le6 (ields to create $our own -le6 (ield (or
% Cost &llocation%!
/i*e a name (or $our Cost &llocationn structure and clic on %Segments' #utton!
De(ine t"e Cost &llocation structure (or $our Organi<ation and c"ec t"e re.uired (ields
#ased on $our re.uirement!
-le6 (ield :uali(iers are mandator$ (or % Cost &llocation -le6 (ield' also!
Clic on -le6 (ield :uali(iers % #utton and select an$ one .uali(ier (or t"e Competence !
Sa*e and close t"e window!
C"ec t"e %-ree<e -le6 (ield De(inition % and %&llow D$namic Inserts' c"ec #o6es and
Clic on %Compile' #utton!

People Group Flex field :
:uer$ wit" %People /roup -le6 (ield' in t"e % -le6 (ield ,itle' and clic % Ctrl0=' in t"e
#elow window displa$ed wit" prede(ined (le6 (ields to create $our own -le6 (ield (or
% People /roup%!
/i*e a name (or $our People /roup structure and clic on %Segments' #utton!
De(ine t"e People /roup structure (or $our Organi<ation and c"ec t"e re.uired (ields
#ased on $our re.uirement!
Sa*e and close t"e window!
C"ec t"e %-ree<e -le6 (ield De(inition % and %&llow D$namic Inserts' c"ec #o6es and
Clic on %Compile' #utton!
Business Group Creation
,"e ne6t Step is to Create our >usiness /roup !
,"e Important t"ing we must not (orgot w"ile creating our #usiness group and all our
organi<ations is 1Date ,racing'! ,"e date must #e c"eced w"ile creating all t"e
organi<ations ! ,"e dates w"ic" we gi*e (or our orgni<ations must #e a(ter t"e date w"ic"
our #usiness group is created and t"e dates are t"ose (rom w"ic" we want t"e
organi<ations to #e e6isted in our #usiness group!,"e Date ,racing Pla$s a *ital role in
HRMS!
-or t"at (irst we "a*e to create a Location
)a*igation :
HRMS : ?or Structures + Location
,"e ne6t step is to attac" all our (le6 (ields w"ic" we "a*e de(ined #e(ore to our #usiness
group !
Organi<ation Classi(ication is Important in HRMS!
)a*igation : ?or Structure + Organi<ation+Description
Clic on %)ew'
Create t"e >usiness /roup!
@na#le t"e >usiness /roup and clic on %Ot"ers' and gi*e t"e >usiness /roup
In(ormation !
/i*e a S"ort name (or t"e >usines group!
Select t"e @mplo$ee num#er 8 &pplicant )um#er /eneration8 Contingent ?orer
/eneration -ields as eit"er as %&utomatic' or %Manual' #ased on $our #usiness group
re.uirement!
Select and attac" $our grade8people group8Ao#8costing8position8competence (le6(ields to
$our #usiness groups "ere!
Select $our Legislation Coed and currenc$ !
,"en clic on %Bes' (or sa*ing t"e >usiness /roup In(ormation!
&ttac" % HR Organi<ation % so t"at we can attac"C emplo$ees in t"at organi<ation!
)ow Switc" t"e Responsi#ilit$ to 1 S$stem &dministrator'
)a*igation :
Pro(ile + S$stem
&ttac" our #usiness group to HR Securit$ Pro(ile !
Under %HR Cross >usiness /roup % Pro(ile Select %$es % !
&dd %HR wit" Pa$roll' (or %HR User ,$pe'
Switc" #ac to our HRMS Responsi#ilit$
,"e ne6t step is to create organi<ations in our #usiness group!
It will #e #etter i( we Select t"e Organi<ation t$pe w"ile creating t"em !
>ut &ttac"ing HR Organi<ation (or e*er$ Organi<ation is must !
Create ot"er Locations in $our >usiness group!
)a*igation : ?or Structures +Location
)ow create all Di*isions and Departments in $our >usiness /roup!
)a*igation : ?or Structure + Organi<ation + Description
,"e ne6t step is to create a "ierarc"$ (or our organi<ation !?e must not (orget date
tracing!
I( we want to create a new "ierarc"$ (or our organi<ation we will gi*e an end date (or our
old "ierarc"$! ,"e *ersion name will #e c"anged "ere!
)a*igation :
?or Structures + Organi<ation + Hierarc"$
/i*e a name to t"e Organi<ation Hierarc"$ and create t"e "ierarc"$! Select %Primar$'
c"ec #o6 i( it is t"e primar$ "ierarc"$ o( t"e organi<ation!
Select 9ersion num#er as %1' and gi*e t"e starting date (or t"e "ierarc"$!
:uer$ in t"e %Organi<ation' window wit" t"e >usiness /roup )ame and add all t"e
di*isions an departments as per t"e "ierarc"$ in $our organi<ation in t"e %Su#ordinates'
window!
Job Creation :
Create t"e 3o#s in $our >usiness /roup #ased in t"e Structure $ou "a*e de(ined (or t"e
Ao#s!
)a*igation :
?or Structures +3o# +Description
3o# is a role in our organi<ation !Here create Ao#s w"ic" we want in our organi<ation !
,"e Ao# group will #e generated automaticall$!>ut i( we want a new Ao# group we can
create it oursel(!Don't (orget to c"ec t"e date !&(ter creating t"e Ao#s wit" t"e Ao# code
and Ao# name sa*e t"em!
,"e ne6t step is to create positions in our organi<ation!
,"ere r man$ di((erences #etween 3o#s and Positions!
3o#s Positions
15 3o#s are -le6i#le roles 15 Positions are rigid roles
25 3o#s are independent o( organi<ation 25 Positions are dependent on organi<ation
D5 3o#s are independent o( positions D5 Positions are dependent on 3o#s!
E5 & Ao# ma$ "a*e multiple positions E5 & position will "a*e speci(ic Ao#
)a*igation (or creating a position :
?or Structures + Position + Description
&(ter creating t"e positions 8 create Position Hierarc"$!
)a*igation :
?or Structures + Position + Hierarc"$
/i*e a name to $our "ierarc"$! I( t"e Hierarc"$ is t"e primar$ "ierarc"$ in $our
organi<ation 8 c"ec t"e %Primar$' c"ec #o6 !Sa*e it and *ersion num#er populated (or it
automaticall$! I( $ou are creating (irst "ierarc"$ gi*e t"e %Date -rom' ! I( we want to
create anot"er new "ierarc"$ a(ter some da$s 8 gi*e t"e %@nd Date % (or t"e pre*ious
"ierarc"$ w"ic" is running! Sa*e it!
:uer$ wit" Hig"er position name and attac" t"e positions in t"e order as it is in $our
organi<ation!
,"e ne6t step is to assign grades to t"e Ao#s in our organi<ation! /rades can #e assigned
to Ao#s or positions! >ut Oracle pre(ers to assign grades to Ao#s!
)a*igation :
?or Structures + /rade+Description
Here we will de(ine all t"e grades w"ic" are a*aila#le in our organi<ation!
,"e ne6t step is to assign t"e grades to our Ao#s!
)a*igation :
?or Structures+3o#s+Description+ 9alid /rades
,"e ne6t step is to enter t"e details o( @mplo$ees
)a*igation : People + @nter and Maintain
@nter all t"e details o( t"e emplo$ee!
Creatin! "acancies and Recruitments :
)a*igation :
Recruitment + Re.uisition and 9acanc$
?e can create Re.uisitions8 *acancies and openings in our organi<ation using
%Re.uisition and 9acanc$' window! & re.uisition can #e (or one or more *acancies !
Process o( raising a re.uisition (or a *acanc$ :
1! @nter t"e re.uisition and sa*e it #e(ore #eginning to de(ine t"e *acanc$!
2! @nter a name and num#er o( openings (or t"e *acanc$!
D! I( $ou ad*ertise *acancies using SSHR8 enter t"e *acanc$ categor$! ,"e *acanc$ is
automaticall$ ad*ertised under t"is categor$!
E! Optionall$ enter a description and select a status!
F! Bou can select one or more assignment components to de(ine t"e *acanc$!
2! Optionall$ enter t"e name o( t"e recruiter!
G! Optionall$ enter t"e #udget measurement unit and *alue (or t"e *acanc$! ,"e *alue $ou enter
is (or all t"e openings (or t"at *acanc$!
Creating Re.ruitment &cti*it$ :
?e use %Re.uisitement &cti*it$' window to de(ine eit"er single recruitment acti*it$ or
more!
Process o( creating Recruitment &cti*it$ :
1! @nter t"e details o( t"e recruitment acti*it$! Bou can enter t"e name o( a 'parent' recruitment
acti*it$ in t"e ?it"in Recruitment &cti*it$ region8 i( t"e acti*it$ $ou are de(ining is part o( a
campaign!
2! C"oose t"e Recruiting -or #utton to select one or more *acancies to associate
wit" t"e acti*it$!
)a*igation :
Recruitment + Recruitment &cti*it$
@ntering t"e &pplicant's details :
?e use t"e % &pplicant :uic @ntr$' window to enter #asic personal in(ormation and one
assignment (or an application! I( we want to update t"is in(ormation or add (urt"er
in(ormation 8 we use %People % window!
)a*igation :
Recruitment + &pplicant :uic @ntr$
,"e process o( recording t"e applicant details .uicl$ :
1! @nter t"e applicant's name and an identi($ing num#er recogni<ed #$ t"e s$stem!
2! Select a status (or t"e application! >$ de(ault a new application "as t"e status &cti*e
&pplication 4or an e.ui*alent user status de(ined on $our s$stem5! &ll ot"er (ields are optional!
D! @nter in(ormation in t"e -urt"er In(ormation (ield i( $our Oracle locali<ation team "as set it up!
E! ,o enter an address8 select a national address st$le! & window opens wit" t"e address (ormat
(or t"e countr$ $ou select! @nter t"e address lines and c"oose O7!
F! ,"e Date Recei*ed de(aults to $our e((ecti*e date8 #ut $ou can c"ange it! ,"is is t"e date t"e
applicant's record will #egin!
2! Bou can enter t"e name o( t"e applicant's current emplo$er!
G! Bou can select a recruitment acti*it$! I( t"ere is onl$ one *acanc$ (or t"e acti*it$8 t"e *acanc$
details appear automaticall$!
H! I( $ou select a *acanc$8 applicant assignment in(ormation is displa$ed (rom t"e *acanc$
record! Bou can add to t"is in(ormation or c"ange it! Howe*er8 i( $ou c"ange it8 t"e *acanc$
(ield clears!
I! I( $ou do not select a *acanc$8 $ou can enter assignment in(ormation in t"e 9acanc$ &pplied
-or region! I( $ou do not enter an organi<ation8 it de(aults to t"e >usiness /roup!
Updating &pplicant &ssignments #$ /roup :
?e can .uer$ and update t"e groups o( &pplicants assignments using %Mass Update o(
&pplicants' window!
)a*igation :
Re.uisition + Mass Update O( &pplicants
Process o( updating &pplicants :
1! Select (ind (rom t"e :uer$ menu to open t"e -ind &pplications window! @nter selection
criteria (or t"e group o( applicants $ou want to update and c"oose t"e -ind #utton!
2! Do one o( t"e (ollowing:
I( $ou want to update all or most o( t"ese applicant assignments8 c"oose t"e Select &ll
#uttons! ,"en unc"ec t"e Mar c"ec #o6 (or an$ assignments t"at $ou do not want
to update!
I( $ou want to update less t"an "al( o( t"is group o( assignments8 c"ec t"e Mar
c"ec #o6 (or eac" assignment $ou want to update!
D! C"oose t"e Update #utton!
E! In t"e Update window:
I( $ou want to update t"e status o( t"e selected assignments8 select t"e new status!
I( $ou want to re(er t"ese applicants to a new recruiter8 select t"e name o( t"e
Recruiter!
F! C"oose O7 to e((ect t"e update!
Sc#edule pplicant $nter%ie&
,$picall$8 $ou trac applicant progress t"roug" a series o( inter*iews and update t"e status o( t"e
application a(ter eac" inter*iew! Bou can sc"edule t"ese inter*iews and update t"e applicant
assignment status using t"e &pplicant Inter*iew window! >e(ore $ou can sc"edule inter*iews8
inter*iew t$pes8 suc" as -irst Inter*iew8 or Selection ,est8 must #e de(ined as *alues (or t"e
Looup
&(ter Clicing on %Update' #utton we will get t"e (ollowing window!
Select t"e status and Recruiter )ame
Clic on %Correction' #utton !,"en t"e status o( t"e applicants w"o were applied will #e
c"anged to %-irst Inter*iew'!
Process o( &pplicant Inter*iew :
1! Select an inter*iew t$pe8 and enter t"e date o( t"e inter*iew in t"e Start Date (ield! Bou can
also select a location and enter times and an end date!
2! I( $ou want to associate an applicant assignment status c"ange wit" t"e inter*iew8 enter it in
t"e )ew Status (ield! ,"is creates a datetraced update to t"e applicant assignment! Bou
cannot enter a status w"en:
J ,"ere are (uture c"anges to t"e assignment
J ,"e inter*iew date is t"e date w"en t"e acti*e application status #egan
J Bou are updating an e6isting inter*iew record!
-ollow t"e same process till we gi*e t"e %O((er % to t"e applicants to "ire t"em and t"e
applicant ma$ accept or reAect it!
I( t"e applicant accept t"e o((er ! t"e ne6t step is to "ire t"e applicant as an emplo$ee! ,"e
main point to remem#er "ere is t"at t"ere must #e one da$ di((erence #etween t"e da$ t"e
applicant accepts t"e o((er (rom t"e compan$ and "iring t"e applicant as emplo$ee!