Core HR and Payroll PDF

Version 3
Sikandar Hayat Awan

Pakistan
Oracle Applications 11i HRMS & Payroll
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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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All Rights Reserved 2007
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Preface
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 & Payroll 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
09-Mar-07
16-Apr-07
10-Dec-07
Version
1
1.1
3
Description
Work Structures & People Creation (Employee)
Costing Allocation Flexfield incorporated
Payroll Setup included.
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Contents
CONTENTS .................................................................................................................................................................................. 4
WORK STRUCTURES ............................................................................................................................................................... 6
1 - RESPONSIBILITY & USER.............................................................................................................................................. 7
1.
2.
DEFINE HRMS RESPONSIBILITY .......................................................................................................................................... 7

HRMS USER DEFINITION .................................................................................................................................................... 8
2 - KEY FLEXFIELDS DEFINITIONS ................................................................................................................................. 11

1.
2.
3.
4.
5.
6.
GRADE KEY FLEXFIELD DEFINITION ................................................................................................................................... 11

JOB KEY FLEXFIELD DEFINITION ........................................................................................................................................ 17
COST ALLOCATION KEY FLEXFIELD DEFINITION.................................................................................................................. 23
POSITION KEY FLEXFIELD DEFINITION ............................................................................................................................... 26
PEOPLE GROUP KEY FLEXFIELD DEFINITION ....................................................................................................................... 31
COMPETENCE KEY FLEXFIELD DEFINITION .......................................................................................................................... 34
3 - KEY FLEXFIELDS VALUES ............................................................................................................................................. 41

1.
2.
3.
4.
5.
GRADE KEY FLEXFIELD VALUES .......................................................................................................................................... 41

JOB KEY FLEXFIELD VALUES............................................................................................................................................... 43
POSITION KEY FLEXFIELD VALUES...................................................................................................................................... 45
PEOPLE GROUP KEY FLEXFIELD VALUES ............................................................................................................................. 48
COMPETENCE KEY FLEXFIELD VALUES ................................................................................................................................ 50
4 - LOCATION.......................................................................................................................................................................... 54
1.
LOCATION DEFINITION ...................................................................................................................................................... 54
5 - BUSINESS GROUP (BG) ................................................................................................................................................ 56

1.
BUSINESS GROUP (BG) DEFINITION .................................................................................................................................. 57
6 - PROFILES ........................................................................................................................................................................... 67
1.
2.
3.
SETTING HR: SECURITY PROFILE ...................................................................................................................................... 67

SETTING HR:BUSINESS GROUP PROFILE ............................................................................................................................ 68
SETTING HR:USER TYPE PROFILE ..................................................................................................................................... 69
7 - ORGANIZATIONS ............................................................................................................................................................ 71
1.
DEPARTMENTS (HR ORGANIZATION) DEFINITION .............................................................................................................. 71
8 - ORGANIZATION HIERARCHIES ................................................................................................................................. 75

1.
2.
ORGANIZATION HIERARCHY DEFINITION ............................................................................................................................ 75

ORGANIZATION DIAGRAMMER ............................................................................................................................................ 81
9 - JOBS CREATION .............................................................................................................................................................. 84

1.
JOBS ENTRY ...................................................................................................................................................................... 84
10 - GRADES CREATION ...................................................................................................................................................... 86

1.
GRADES ENTRY ................................................................................................................................................................. 86
11 - POSITIONS CREATION ............................................................................................................................................... 87

1.
POSITIONS ENTRY ............................................................................................................................................................. 87
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12 - POSITION HIERARCHIES........................................................................................................................................... 90
1.
2.
POSITION HIERARCHY DEFINITION .................................................................................................................................... 90

POSITION DIAGRAMMER .................................................................................................................................................... 98
PEOPLE MANAGEMENT ...................................................................................................................................................... 100

13 - EMPLOYEE CREATION ............................................................................................................................................... 101
1.
EMPLOYEE CREATION ...................................................................................................................................................... 101
PAYROLL SETUP ................................................................................................................................................................... 104

14 - INTRODUCTION TO ORACLE PAYROLL ............................................................................................................... 105
1.
2.
3.
4.
5.
QUICKPAY ....................................................................................................................................................................... 105

BATCH PROCESSING ........................................................................................................................................................ 105
PAYMENT METHODS ........................................................................................................................................................ 105
CURRENCY ...................................................................................................................................................................... 105
PAYROLL(S) .................................................................................................................................................................... 105
15 - SETTING UP RESPONSIBILITY .............................................................................................................................. 107

1.
US SUPER HRMS MANAGER RESPONSIBILITY ASSIGNMENT .............................................................................................. 107
16 - CONSOLIDATION SET ............................................................................................................................................... 109

1.
DEFINE CONSOLIDATION SET .......................................................................................................................................... 109
17 - PAYMENT METHODS .................................................................................................................................................. 110

1.
DEFINE PAYMENT METHODS ............................................................................................................................................ 110
18 - ELEMENTS...................................................................................................................................................................... 112
1.
2.
DEFINE ELEMENTS ........................................................................................................................................................... 112

DEFINING AN ELEMENT'S INPUT VALUES .......................................................................................................................... 116
19 - ELEMENT SET................................................................................................................................................................ 119

1.
DEFINE ELEMENT SET...................................................................................................................................................... 119
20 - SALARY BASIS ............................................................................................................................................................. 123

1.
DEFINE SALARY BASIS ..................................................................................................................................................... 123
21 - PAYROLL ........................................................................................................................................................................ 124

1.
DEFINE PAYROLL ............................................................................................................................................................. 124
22 - ELEMENT LINK ............................................................................................................................................................. 128

1.
DEFINE PAYROLL ............................................................................................................................................................. 128
PAYROLL PROCESSING ..................................................................................................................................................... 130
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Work
Structures
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1 - Responsibility & User

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.
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Save the data.
2. HRMS User Definition

2.1.
2.2.
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.
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.
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Save the data.

Switch the responsibility to XX HRMS responsibility and you will get the following
menu.
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2 - Key Flexfields
Definitions
Points to Consider
Before creating Key Flexfields consider the following points,
o
o
o
o
o
o
o
Plan the Structure

Plan number of segments of each Key Flexfield
Segment Size
Segment Values
Validations
Naming Conventions
Future Changes Considerations
1. Grade Key Flexfield Definition

1.1.
Open the Key Flexfield Segments form

Sys Admin: Application > Flexfield > Key > Segments
1.2.
1.3.
1.4.
Search for Grade Flexfield.

Insert a new record by selecting New from the toolbar.
Enter the following information,
Field
Code
Title
Description (Optional)
Value
XX_GRADE_FLEXFIELD
XX GRADE FLEXFIELD
XX Grade Flexfield for demo.
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1.5.
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Click Segments (button),

Field
Number
Name
Windows Prompt
Column
Value
1
Grade Name
Grade Name
SEGMENT1
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1.6.
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Click Value Set (button) and enter following information,

Field
Value Set Name
Description
List Type
Security Type
Format Type
Maximum Size
Uppercase Only (A-Z)
Validation Type
Value
XX_GRADENAME_VS
XX Grade Name value set for demo.
List of Values
No Security
Char
20
Checked (Yes)
Independent
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1.7.
1.8.
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Save and close the screen.

Enter the Value Set name in the Value Set field on segments Summary screen.
In the 2nd lines enter following information,
Field
Number
Name
Windows Prompt
Column
Value
2
Grade Level
Grade Level
SEGMENT2
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1.10. Click Value Set Open (button) and enter following information,
Field
Value Set Name
Description
List Type
Security Type
Format Type
Maximum Size
Validation Type
Value
XX_GRADELEVEL_VS
XX Grade Level value set for demo.
List of Values
No Security
Char
2
Checked (Yes)
Independent
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1.11.
1.12.

1.13.
1.14.

Enable Freeze Flexfield Definition and Allow Dynamic Inserts checkboxes.
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1.15.
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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

2.1.

2.2.
2.3.
2.4.
Search for Job Flexfield.

Field
Code
Title
Value
XX_JOB_FLEXFIELD
XX JOB FLEXFIELD
XX JOB Flexfield for demo.
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Field
Number
Name
Windows Prompt
Column
Value
1
Job Name
Job Name
SEGMENT1
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Field
Value Set Name
Description
List Type
Security Type
Format Type
Maximum Size
Validation Type
Value
XX_JOBNAME_VS
XX JOB Name value set for demo.
List of Values
No Security
Char
20
Checked (Yes)
Independent
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2.7.
2.8.
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Field
Number
Name
Windows Prompt
Column
Value
2
Job Code
Job Code
SEGMENT2
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2.10. Click Value Set (button) and enter following information,

Field
Value Set Name
Description
List Type
Security Type
Format Type
Maximum Size
Validation Type
Value
XX_JOBCODE_VS
XX JOB Code value set for demo.
List of Values
No Security
Char
20
Checked (Yes)
Dependent
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2.11.
Save the data and click Edit Information (button) and enter the following information.
Field
Independent Value Set Name
Description
Dependent Default Value
Description
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Value
XX_JOBNAME_VS
Will be auto displayed.
MG
MG
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2.13.
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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.

3.2.
3.3.
3.4.
Search for Cost Allocation Flexfield.

Field
Code
Title
Value
XX_COST_ALLOCATION_FLEXFIELD
XX COST ALLOCATION FLEXFIELD
XX Cost Allocation Flexfield for demo.
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Field
Number
Name
Windows Prompt
Column
Value Set
Flexfield Qualifier
1
Cost Center
Cost Center
SEGMENT1
XX_Cost_Center
Organization
Values
2
Account Code
Account Code
SEGMENT2
XX_Accounts
Element
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Note: Here we will use Value Set we defined for General Ledger.
3.6.
3.7.
Save and assign Flexfield Qualifiers to both segments.

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.
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Enable Freeze Flexfield Definition checkbox.
4. Position Key Flexfield Definition

4.1.

4.2.
4.3.
4.4.
Search for Position Flexfield.

Field
Code
Title
Value
XX_POSITION_FLEXFIELD
XX POSITION FLEXFIELD
XX Position Flexfield for demo.
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Field
Number
Name
Windows Prompt
Column
Value
1
Position Name
Position Name
SEGMENT1
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Field
Value Set Name
Description
List Type
Security Type
Format Type
Maximum Size
Validation Type
Value
XX_POSITIONNAME_VS
XX Position Name value set for demo.
List of Values
No Security
Char
30
Checked (Yes)
Independent
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4.7.
4.8.
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Field
Number
Name
Windows Prompt
Column
Value
2
Position Region
Position Region
SEGMENT2
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Field
Value Set Name
Description
List Type
Security Type
Format Type
Maximum Size
Validation Type
Value
XX_POSITIONREGION_VS
XX Position Region value set for demo.
List of Values
No Security
Char
20
Checked (Yes)
Independent
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4.11.
4.12.

4.13.
4.14.

Enable Freeze Flexfield Definition and Allow Dynamic Inserts checkboxes.
5. People Group Key Flexfield Definition

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5.1.
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5.2.
5.3.
5.4.
Search for People Group Flexfield.

Field
Code
Title
5.5.
Value
XX_PEOPLE_GROUP_FLEXFIELD
XX PEOPLE GROUP FLEXFIELD
XX People Group Flexfield for demo.

Field
Number
Name
Windows Prompt
Column
Value
1
Union
Union
SEGMENT1
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Field
Value Set Name
Description
List Type
Security Type
Format Type
Maximum Size
Validation Type
Value
XX_UNION_VS
XX Union value set for demo.
List of Values
No Security
Char
30
Checked (Yes)
Independent
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5.7.
5.8.
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5.9.
5.10. Enable Freeze Flexfield Definition and Allow Dynamic Inserts checkboxes
6. Competence Key Flexfield Definition

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6.2.
6.3.
6.4.
Search for Competence Flexfield.

Field
Code
Title
6.5.
Value
XX_COMPETENCE_FLEXFIELD
XX COMPETENCE FLEXFIELD
XX Competence Flexfield for demo.

Field
Number
Name
Windows Prompt
Column
Value
1
Skill
Skill
SEGMENT1
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Field
Value Set Name
Description
List Type
Security Type
Format Type
Maximum Size
Validation Type
Value
XX_SKILL_VS
XX Skill value set for demo.
List of Values
No Security
Char
30
Checked (Yes)
Independent
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6.7.
6.8.
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Field
Number
Name
Windows Prompt
Column
Value
2
Level
Level
SEGMENT2
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Field
Value Set Name
Description
List Type
Security Type
Format Type
Maximum Size
Validation Type
Value
XX_SKILLLEVEL_VS
XX Skill Level value set for demo.
List of Values
No Security
Char
30
Checked (Yes)
Independent
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6.11.
Save the data and click Edit Information (button) and enter the following information.
Field
Independent Value Set Name
Description
Dependent Default Value
Description
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Value
XX_SKILL_VS
Will be auto displayed.
1
1
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6.13.
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Enable Freeze Flexfield Definition checkbox.
Here is the status of all requests and all are completed with Normal status.
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3 - Key Flexfields Values

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.
1.4.
Click Find (button).

Grade
EXECUTIVE
MANAGEMENT
SUPERVISOR
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1.5.
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Save the information and search for XX_GRADELEVEL_VS and enter the following
information.
Levels
1
2
3
4
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2. Job Key Flexfield Values

2.1.

2.2.

Job
MANAGER
Job Code
MG
DEPUTY MANAGER
SUPERVISOR
CEO
DM
SR
CO
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Save data and search for XX_JOBCODE_VS to enter Job Codes.
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2.4.
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Save the data and then click in the Independent Value and press down arrow key.
3. Position Key Flexfield Values

3.1.

3.2.
Search XX_POSITIONNAME_VS.
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3.3.
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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.

4.2.
Search XX_UNION_VS.
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People Group
Union
Values
MUSLIM LEAGUE
PEOPLE PARTY
NONE
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5. Competence Key Flexfield Values

5.1.

5.2.
Search for XX_SKILL_VS.
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Skill
ANALYSIS
TECHNICAL
FUNCTIONAL
COMMUNICATION
PRESENTATION
Level (1 = low, 5 = high)

1~5
1~5
1~5
1~5
1~5
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Save the data and then click in the Independent Value and press down arrow key.
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4 - Location
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.
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Save the data.
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5 - Business Group (BG)

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
2
A single operating company in one country.

A single operating company in multiple countries.
Multiple operating companies in one country.
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
Information Technology
HR Organization
XX FN
Finance Department
HR Organization
XX HR
Human Resource Department
HR Organization
Positions:
Manager IT
Deputy Manager IT
Senior DBA
Positions:
Manager FN
Deputy Manager FN
Account Officer FN
Positions:
Manager HR
Deputy Manager HR
Recruitment Officer
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.
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Enter the following information in the header of screen,

Field
Name
Type
Location
Internal or External
Value
XX COMPANY
Company
XX Location
Internal
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1.4.
1.5.
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Before moving into Organization Classification region save the information.

Select Business Group from the LOV in the Name field.
Field
Organization Classifications
Name
Enabled
Value
Business Group
;
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1.6.
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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
Short Name
Employee Number Generation
Applicant Number Generation
Contingent Worker Number
Generation
Grade Flexfield Structure
Group Flexfield Structure
Job Flexfield Structure
Costing Flexfield Structure
Position Flexfield Structure
Competence Flexfield Structure
Legislation Code
Currency
Fiscal Year Start
Minimum Working Age
Value
XX COMPANY
Automatic
Automatic
Automatic
XX GRADE FLEXFIELD
XX PEOPLE GROUP FLEXFIELD
XX JOB FLEXFIELD
XX COST ALLOCATION FLEXFIELD
XX POSITION FLEXFIELD
XX COMPETENCE FLEXFIELD
Pakistan
PKR
18
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Maximum Working Age
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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 2nd line to define HR Organization and enter
the following information.
Field
Organization Classifications
Name
Enabled
Value
HR Organization
;
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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6 - Profiles
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.
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1.4.
1.5.
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Select Business Group XX COMPANY under Responsibility.

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.
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2.3.
2.4.
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Select Business Group XX COMPANY under Responsibility.

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.
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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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7 - Organizations
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
Name
Type
Location
Internal or External
Organization
Classification
Enabled
XX IT
Department
XX Location
Internal
HR Organization
Value
XX HR
Department
XX Location
Internal
HR Organization
XX FN
Department
XX Location
Internal
HR Organization
XX IT
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1.3.
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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.
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XX FN
1.5.
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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8 - Organization Hierarchies
The benefit of Organization Hierarchies is that it enables to show the reporting structure of
organization in an enterprise. The other benefits are,
o
o
o
o
Controlling Access to Information

Purchasing Approvals
Project Accounting
Government Mandated Reporting
XX COMPANY
Business Group
HR Organization
XX IT
Information Technology
XX FN
Finance Department
HR Organization
HR Organization
XX HR
Human Resource
Department
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.
1.4.
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Enter Version Number and Date From in the respective fields.
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1.5.
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1.6.
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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.
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Click in the Subordinates Name and select departments from the LOV.
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1.8.
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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.
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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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9 - Jobs Creation
1. Jobs Entry
1.1.
Open the Description form

HRMS: Work Structures > Job > Description
1.2.
We will define the following jobs.

Job
MANAGER
DEPUTY MANAGER
SUPERVISOR
CEO
1.3.
Job Code
MG
DM
SR
CO
Click New (button).
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1.4.
A Job Group will be defaulted so click in the Name field and select Job Name and Job
Code.
1.5.
1.6.
Save the data.

Repeat the above steps to define all jobs.
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10 - Grades Creation
1. Grades Entry
1.1.

HRMS: Work Structures > Grade > Description
1.2.
Define the following grades,

Grade
EXECUTIVE
MANAGEMENT
SUPERVISOR
1.3.
Level
1
1,2
1
Save the data after entering all grades.
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11 - Positions Creation
1. Positions Entry
We will define following positions.
Position
CEO
MANAGER IT
MANAGER FN
MANAGER HR
DEPUTY MANAGER IT
DEPUTY MANAGER FN
DEPUTY MANAGER HR
SENIOR DBA
ACCOUNT OFFICER FN
RECRUITMENT
OFFICER
Job
CEO.CO
MANAGER.MG
MANAGER.MG
MANAGER.MG
DEPUTY MANAGER.DM
DEPUTY MANAGER.DM
DEPUTY MANAGER.DM
SUPERVISOR.SR
SUPERVISOR.SR
SUPERVISOR.SR
Organization
XX COMPANY
XX IT
XX FN
XX HR
XX IT
XX FN
XX HR
XX IT
XX FN
XX HR
The following information will be same for all positions,

Field
Value
Position Details Tab
Type
Single Incumbent
;
Permanent
Hiring Status
Hiring Information Tab
FTE
1.1.
Active
1

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.
1.6.
Save the data.

Repeat these steps for all positions.
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12 - Position Hierarchies
1. Position Hierarchy Definition
CEO
1.1.
Manager IT
Manager FN
Manager HR
Deputy Manager IT
Deputy Manager FN
Deputy Manager HR
Senior DBA
Account Officer FN
Recruitment Officer
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.
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Save the data.
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1.8.
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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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People
Management
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13 - Employee Creation
1. Employee Creation
1.1.
Open the Enter and Maintain form,

HRMS: People > Enter and Maintain
1.2.
1.3.
Click New (button).

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.
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Save the data.
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1.5.
1.6.
1.7.
Note the Employee Identification assigned to the employee which is employee code 1.
Click Assignment (button).
Select Group, Position and Grade. The position will default few field which you can
change.
1.8.
Save the data.
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Payroll Setup
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14 - Introduction to Oracle
Payroll
1. QuickPay
QuickPay is the process which is used to pay to single employee.
2. Batch Processing
When we have to process the payroll for more than one employee then we use batch
processing.
3. Payment Methods
In Oracle Payroll we can pay our employees using different payment methods like Check
(Cheque), Direct Deposit, Cash or a combination of different payment methods.
4. Currency
We can pay using single currency or multiple currencies.
5. Payroll(s)
While working in the Oracle Payroll module the term Payroll is used to combine the
employees if they meet the following criteria,
Same Pay date

Same Frequency
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15 - Setting up
Responsibility
I will use the vision instance so the members are easily practice without configuring any other
module.
1. US Super HRMS Manager responsibility Assignment

1.1.
Login on Vision instance with user Operations and the default password is welcome.
Sys Admin: Security > User > Define
1.2.
By default the responsibility is disabled so delete the To date of the responsibility or

assign this responsibility to your user.
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1.3.
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Switch to this responsibility and the following Navigation window will appear.
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16 - Consolidation Set
1. Define Consolidation Set
The consolidation set is used for consolidating the result of various payrolls and post payroll
processes.
1.1.
Open the form,

HRMS: Payroll > Consolidation
1.2.
Enter a relevant name,
1.3.
Save the data and close the form.
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17 - Payment Methods
1. Define Payment Methods
1.1.
Open the form,

HRMS: Payroll > Payment Methods
1.2.
1.3.
1.4.
Enter required and relevant information on the screen.

Enter a name for the payment method, and select its type.
You can create as many payment methods for each type as you require. For example,
if you have different source bank accounts for different payrolls, you must create
separate payment methods.
1.5.
Click in the Bank Details will open the Bank Details window so provide the bank
related information.
Click OK (B).
Select Set of Books and GL Cash Account.
1.6.
1.7.
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1.8.
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Save the data and close the form.
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18 - Elements
1. Define Elements
An element is to represent compensation and benefit types or earnings and deductions. The following table is
showing the seeded elements classification.
Classification Name
Information
Earnings
Absence
Supplemental Earnings
Taxable Benefits
Pre-Tax Deductions
Tax Deductions
Direct Payment
Employer Charges
Involuntary Deductions
Voluntary Deductions
1.1.
Low
Priority
0
High
Priority
1000
Default
Priority
500
Debit or
Credit
D
1001
2001
3001
4001
5001
6001
7001
8001
9001
10001
2000
3000
4000
5000
6000
7000
8000
9000
10000
11000
1500
2500
3500
4500
5500
6500
7500
8500
9500
10500
D
D
D
D
C
C
D
D
C
C
Open the form,

HRMS: Total Compensation > Basic > Element Description
1.2.
By default the current date will be the effective date and as this field is read only and
you cannot update it directly. So after opening the form we will use the Alter Effective
Date button from the tool bar. The button labeled with date 31.
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1.3.
Click on Alter Effective Date (B).
1.4.
Change the Effective Date to 01-JAN-2000.
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1.5.
Click on OK (B) and verify the effective date.
1.6.
Enter a unique Name & Reporting name while keeping in mind that names should not
start a number or symbol.
Optionally enter a description for the element.
Select a Primary Classification.
Select the processing type - Select Recurring if an entry of this element applies in
every period until the entry is ended, or Nonrecurring if an entry applies in one pay
period only.
Select a termination rule to determine how entries of the element are processed after
termination of the employee.
Select the Multiple Entries Allowed check box if you want to give an employee more
than one entry of the element at the same time. If you are creating a net-to-gross
element, you must select Multiple Entries Allowed.
Select the Additional Entries Allowed check box if you want to make occasional onetime entries of a recurring element (instead of, or in addition to, a normal recurring
entry).
Select the Closed for Entry check box if you want to prevent any new entries being
made for the element.
Select the Process in Run check box if you want the element to process in payroll
runs.
1.7.
1.8.
1.9.
1.10.
1.11.
1.12.
1.13.
1.14.
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1.15. Select the Indirect Results check box if you want the element only to accept entries
from indirect formula results. Leave the check box unchecked if you want to accept
entries both from indirect formula results and from manual entries in the Element
Entries window.
1.16. Select the Adjustment Only check box if you want to use the element only for
creating balance adjustments.
1.17. Select the Third Party Payments check box if you want to use the element only for
creating third party payments.
1.18. Select the currency in the Input field if you want to make element entries in a
currency other than the base currency of the Business Group.
1.19. After entering all the information now click the Further Information field and select
the Earning on the displayed screen.
Note: If the Type is Nonrecurring then this element will not appear on the Salary Basis
screen.
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1.20. Select Regular and click on OK (B) and once again click on OK (B) to come back to
main form.
1.21. Save the data.
2. Defining an Element's Input Values

2.1.
Click on Input Values (B).
2.2.
Create a new record and enter the information.
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2.3.
2.4.
Enter the name of the first input value.

Select the unit type of your input value (money, hours, character, date, number, or
time). You can enter numbers in the Sequence field to change the order in which the
input values appear in the Entry Values window.
2.5.
Check the User Enterable check box if users can enter a value for this input.
2.6.
We can scroll to the right to enter validations if desired.
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2.7.
2.8.
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Save the data and close this screen.

Close the main form.
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19 - Element Set
1. Define Element Set
1.1.
Open the form,

HRMS: Payroll > Element Set
1.2.
1.3.
Enter a unique name for the set.

Select the type: Distribution, Run, or Customization.
Customization set: You can use a Customization set to:

Restrict the elements that can be entered or viewed on a configured
version of the Element Entries window
o Specify the elements to be entered for assignments using BEE in the Batch
Assignment Entry window.
o Prevent users updating entry values in the Element Entries window for a
group of elements. You select the element set in the HR:Non-Updateable
Element Set user profile option.
o
Run set: Oracle Payroll users can use a Run set to specify the elements to be
processed in a payroll run. If you are creating a Run set for US payroll, you must
include the VERTEX recurring element.
Distribution set: Oracle Payroll users can use a Distribution set to define the
elements over which the costs of other elements are to be distributed.
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1.4.
1.5.
1.6.
1.7.
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Save the data.

If you want to include all elements in a classification, choose the Classification Rules
button.
If you want to include particular elements from other classifications, choose the
Include Element button.
Select the element you want to include in the Elements window, and choose the OK
button.
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1.8.
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Save the data.
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1.9.
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Save the data.
Note: After you include a particular element, you cannot go to the Classification Rules window
and include the classification to which this element belongs.
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20 - Salary Basis
1. Define Salary Basis
Salary Basis is the duration for which a salary is quoted, for example, hourly, monthly or annually.
The Salary Basis window is used to define a salary basis for each salary element to be used for salary
administration.
1.1.
Open the form,

HRMS: Total Compensation > Basic > Salary Basis
1.2.
1.3.
1.4.
1.5.
Enter the name of the salary basis.

Enter the Basis like Monthly Salary, Annual Salary etc.
Select the name of the salary element and input value associated with this salary
basis.
Save the data.
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21 - Payroll
1. Define Payroll
1.1.
Open the form,

HRMS: Payroll > Description
1.2.
Enter the required information on the displayed form.
1.3.
After selecting Consolidation Set then the cursor will jump to Cost field and will
display the screens to enter Costing and Suspense Account.
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1.4.
Click on OK (B).
1.5.
Click on OK (B).
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1.6.
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1.7.
Click in the Further Payroll Information field to enter values in the Descriptive
Flexfield.
Enter the mandatory information.
1.8.
Click on OK (B).
1.9. Save the data.

1.10. Now click on Period Dates (B).
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Note: As we had provided 0 in all the Date Offset fields (Check, Scheduled Run, Cut Off) So on
Default Dates are same for all field. The Check Date, sometimes called Pay Date, is the date of
constructive receipt of pay, on which paychecks become negotiable. The Scheduled Run Date is
the date scheduled for the Regular run of this payroll each period. The Cut Off date, included
for your reference, is the final date for entering or changing payroll information before a run.
1.11. Close the Period Dates screen.
1.12. Now click on Period Dates (B).
1.13. Close all the screens.
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22 - Element Link
1. Define Payroll
1.1.
Open the form,

HRMS: Total Compensation > Basic > Link
1.2.
Enter the required information.
1.3.
1.4.
Save the data.

Click on Input Values (B).
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1.5.
1.6.
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Enable Costed of Salary line and click on Currection.

Save the data.
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Payroll
Processing
For Payroll processing on vision we need to apply few patches as by default the payroll is
installed in shared mode and we need to install it in full mode. So keep visiting for next release
of this document.
Thanks you.
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Version 3

Sikandar Hayat Awan

Oracle Applications 11i HRMS & Payroll

SEND US YOUR COMMENTS

All Rights Reserved 2007

Oracle Applications 11i HRMS & Payroll

All Rights Reserved 2007

Oracle Applications 11i HRMS & Payroll

DEFINE HRMS RESPONSIBILITY .......................................................................................................................................... 7

2 - KEY FLEXFIELDS DEFINITIONS ................................................................................................................................. 11

GRADE KEY FLEXFIELD DEFINITION ................................................................................................................................... 11

3 - KEY FLEXFIELDS VALUES ............................................................................................................................................. 41

GRADE KEY FLEXFIELD VALUES .......................................................................................................................................... 41

LOCATION DEFINITION ...................................................................................................................................................... 54

5 - BUSINESS GROUP (BG) ................................................................................................................................................ 56

BUSINESS GROUP (BG) DEFINITION .................................................................................................................................. 57

SETTING HR: SECURITY PROFILE ...................................................................................................................................... 67

DEPARTMENTS (HR ORGANIZATION) DEFINITION .............................................................................................................. 71

8 - ORGANIZATION HIERARCHIES ................................................................................................................................. 75

ORGANIZATION HIERARCHY DEFINITION ............................................................................................................................ 75

9 - JOBS CREATION .............................................................................................................................................................. 84

JOBS ENTRY ...................................................................................................................................................................... 84

10 - GRADES CREATION ...................................................................................................................................................... 86

GRADES ENTRY ................................................................................................................................................................. 86

11 - POSITIONS CREATION ............................................................................................................................................... 87

POSITIONS ENTRY ............................................................................................................................................................. 87

All Rights Reserved 2007

Oracle Applications 11i HRMS & Payroll

POSITION HIERARCHY DEFINITION .................................................................................................................................... 90

PEOPLE MANAGEMENT ...................................................................................................................................................... 100

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

PAYROLL SETUP ................................................................................................................................................................... 104

QUICKPAY ....................................................................................................................................................................... 105

15 - SETTING UP RESPONSIBILITY .............................................................................................................................. 107

US SUPER HRMS MANAGER RESPONSIBILITY ASSIGNMENT .............................................................................................. 107

16 - CONSOLIDATION SET ............................................................................................................................................... 109

DEFINE CONSOLIDATION SET .......................................................................................................................................... 109

17 - PAYMENT METHODS .................................................................................................................................................. 110

DEFINE PAYMENT METHODS ............................................................................................................................................ 110

DEFINE ELEMENTS ........................................................................................................................................................... 112

19 - ELEMENT SET................................................................................................................................................................ 119

DEFINE ELEMENT SET...................................................................................................................................................... 119

20 - SALARY BASIS ............................................................................................................................................................. 123

DEFINE SALARY BASIS ..................................................................................................................................................... 123

21 - PAYROLL ........................................................................................................................................................................ 124

DEFINE PAYROLL ............................................................................................................................................................. 124

22 - ELEMENT LINK ............................................................................................................................................................. 128

DEFINE PAYROLL ............................................................................................................................................................. 128

PAYROLL PROCESSING ..................................................................................................................................................... 130

All Rights Reserved 2007

Oracle Applications 11i HRMS & Payroll

All Rights Reserved 2007

Oracle Applications 11i HRMS & Payroll

1 - Responsibility & User

To define HRMS responsibility open the Responsibilities screen,

Enter the following information on the screen,

XX HRMS Super User

Effective Date From

Default (Current Date)

Data Group Name

Data Group Application

GLB SHRMS Navigator