Human Resource Training Core HR

Mahindra Satyam 2009

Agenda for Today

1.HR Meaning Functions 2.Users: What are Users? Creation Of Users 3. Responsibility What is Responsibility? Responsibility Creation 4. Menus What are Menus? Menus Creation 5. Flexfields Key Flexfield
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Human Resource Management Meaning

Human Resource is the workforce of an organization also known as the human capital now a days. HR Dept deals with managing the entire lifecycle of an employee in the organization.

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Functions of HR
Hiring Position classification and grading Personnel data entry and records maintenance Salary determination Training Performance appraisal review and processing Awards review and processing Retirement etc.

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USERS

Users are people who Login into the system, with a unique USERNAME and PASSWORD. They are created according to various Organizational need. Every employee has various Organizational responsibilities according to his job in the organization. A user is created keeping in mind those roles and responsibilities. Navigation: System Administration Security User Define

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Responsibility

Responsibilities are the primary means of defining security.

Responsibilities cannot be deleted. A responsibility is linked to Business Group. Navigation: System Administrator Security Responsibility Define

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MENUS

INTRODUCTION

A Menu is a hierarchical arrangement of functions and menus of functions (Sub-menus)

Menus control which form functions/ non form functions a user can access. Menus are used to control WHAT the user can access Each responsibility has a menu assigned to it. Creating Menu: 1)Enter a Menu name. This will be used internally by Oracle and is not visible to user. 2)Enter User Menu Name. We use this name while attaching menu to a responsibility. 3)Choose a Menu type as per the requirement. Few options available are: HTML Tab Home Page HTML Sub-tab Data Security Standard Tab menus are used in self service applications. E.g. iRecruitment, Learning Management etc. We define type as Standard for Menus that would be used in Navigator form. Data Security Menus are used to assign functions to a user which are not directly visible in Navigator form Specifying a Menu Type is optional.

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SET UP WORK STRUCTURES

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Key Flexfields

6 Main Key Flexfields in Oracle HRMS are:

Job Flexfield Position Flexfield

Grade Flexfield
Competency Flexfield People Group Flexfield Cost Allocation Flexfield

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BUSINESS GROUPS DEFINITION PREREQISITES

Before defining Business Group in the system following activities need to be performed: Define mandatory key flex fields (KFFs): Grade Group (People Group) Job Costing Position Competence

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Creating Key Flexfields

Job Flexfield:

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WORK STRUCTURES

Work structures components are the building blocks for representing enterprise in Oracle HRMS. Work Structures provides the framework in which you place people.

Work Structures

Work Structures includes:

Business groups, organizations and legal entities to represent enterprise. Jobs and Positions to show relevance to the nature of work Employees perform. Other structures such as Competence, People Group, Grade, etc. that would allow enterprise to create a framework to maintain employee information in it.

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BUSINESS GROUPS

Business Groups in Oracle HRMS:

Represents a country in which enterprise operates. Top Organization to hold other organizations in your enterprise. A separate business group for a country is recommended, if country has fair number of employees.

On creation of the business group Oracle HRMS creates one view all security profile, which allows users to access all employees in the business groups. By default, all employees will be assigned to business group. Though the employees are directly assigned to a specific organization, employees always continue exists under the business group and employees are always governed by legislative policies of the country, business group corresponds to.

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DEFINE LOCATIONS

Each physical site, where your employees work, is represented as Location in Oracle HRMS. Locations can be Global or Local. Global Locations are available to all Business Groups, whereas Local is available within the Business Group. In some places, Work Locations determine taxability rules. Extra Information can be used to capture additional information specific to a location. Locations are shared across Business Groups in HRMS and with two other Oracle applications: Inventory and Purchasing.

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(N) HRMS Responsibility Work Structures Location

EIT in Location is used to capture additional Information specific to location.

HRMS does not use some of the fields in the Location window. These fields are disabled for HRMS users. For example, the Legal Address check box is read-only and supports future functionality in Oracle Financials.

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REMOVE A LOCATION

In case a location is no longer functional, we can remove the location by specifying the Inactive Date. Making a location inactive prevents users from selecting it.
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DELETE A LOCATION

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DEFINE ORGANIZATIONS

Organizations generally represent levels of your enterprise, from the highest level of Organization (Business Group) to the lowest level of organization (department / division). Organizations can be internal (for example, departments) or external (for example vendors). Organizations need to be classified as HR Organization for deploying people in the Organizations. Unless, Organizations are classified as HR Organization, you would not be able to select organization in the Assignment window.

You need to use classification block to identify the type of Organization. For example, Business Group classification need to be used to identify business group.

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ORGANIZATIONS

Use the Organization window to create:

Business groups External organizations (for example, tax offices, pension providers, insurance carriers, disability organizations, benefit carriers, or recruitment agencies) Internal organizations (for example, departments, sections or cost centers) GREs/Legal Entities

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CREATE ORGANIZATION (BUSINESS GROUP)

(N) HRMS Responsibility Work Structures Organization Description

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(N) HRMS Responsibility Work Structures Organization Description Others Business Group Info.

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CREATING BUSINESS GROUP

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ORGANIZATION

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ORGANIZATION HIERARCHIES
Organization hierarchies show reporting lines and other hierarchical relationships between organizations in your enterprise. You set up a primary reporting hierarchy reflecting the main reporting lines, as established in the organization chart of your enterprise.

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CREATING ORGANIZATION HIERARCHIES

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ORGANIZATION HIERARCHY DIAGRAMMER

You edit organization or position hierarchies in the Organization Hierarchy Diagrammer window or the Position Hierarchy Diagrammer window.

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MANDATORY PROFILE OPTIONS

Once the Business Group is created, set these basic mandatory profile option at responsibility level:

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

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DEFINING JOBS

Jobs represent generic roles within a business group. They are independent of any single organization. For example, the jobs Manager and Consultant can exist in many organizations. If a role continues to exist after the employee leaves, then Positions need to be implemented. Unlike positions, jobs are generally employee specific. Jobs can have either simple or complex key Flexfield structure. Individual jobs can be a combination of segment values. For example, a job can be one or two segments like Consultant or Consultant.Senior.

You need to have structure of jobs in place, before they can be used in Assignment window.
Jobs are dated so that you can start and end definitions.

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(N) HRMS Responsibility Work Structures Job Description

Above box shows the job Flexfield created earlier , attached to the Business Group.

Job Group Each job is held in a Job group. The job group is used to store jobs of a similar type together in one group. All standard jobs created in Oracle HRMS, that is, those jobs that define the role the person is employed to fulfill, must be stored in the Default HR Job Group. This job group is automatically created for your business group is given the same display name as the business Group.
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DEFINING POSITION

Position is a specific role, or function, that exists in one, and only one, organization. Positions are generally used for management reporting detail than organizations alone. You can maintain history of changes to Positions as Positions are date tracked.

Every position in the enterprise is unique. If every business division has a Director, you must set up a unique position name for each Director such as HR Director, where Director is the job definition for each position, HR is the Position.

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(N) HRMS Responsibility Work Structures Position Description

The check boxes at the top of the window are for information purposes only. They are checked if the position belongs to an organization selected for position control.

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POSITION TYPES

There are four position Types:

Single Incumbent, meaning that only one employee is allowed to hold the position at any time Shared, meaning there can be several incumbents, up to the value of the FTE field. Pooled (Public Sector only), meaning the position is loosely defined so rules about FTE and hours are not enforced by the system None, which you can select if you do not need to record position types

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POSITION HIRING STATUS

Every position must have a hiring status. The system statuses provided with Oracle HRMS are as follows. You can provide user names for these system statuses and Map more than one user name onto each system status, if required.
1. Proposed - For modeling or planning. 2. Active - Available for use. 3. Frozen - Position can continue to be used with current incumbents but no new incumbents can be placed in it. 4. Eliminated - Position is no longer in use and will not be required in the future. A position cannot be reactivated when it has been eliminated. 5. Deleted - Position was set up by mistake, or never approved. A position can only be deleted before its Start Date (that is, the date on which it was approved for use). A position cannot be reactivated when it has been deleted. Important: Positions have a Valid/Invalid status as well as a hiring status. You cannot assign an employee to an Active position if its status is Invalid (or a user defined status). You can only assign to a position with an Active hiring status and a Valid (or blank) main status.

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POSITION HIERARCHIES

Use Hierarchies to show management reporting lines between positions

More detail than Organization Hierarchies In a hierarchy each position has one parent reporting position

Unlimited number of hierarchies

Copy and manage multiple versions of any hierarchy

Use hierarchies to control user access to records Security Profiles Reports

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(N) HRMS Responsibility Work Structures Position Hierarchies

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DEFINE GRADES

Grades represent relative levels of management or seniority within an enterprise

May be grouped as management, Administrative, and Technical

Often related to levels of pay

Often related to Job or Position

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(N) HRMS Responsibility Work Structures Grades Description

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GRADES & PAY

Oracle HRMS supports different ways of showing the relationship between grades and pay

Direct

Use Grade Rates Maximum, Minimum, and Mid-point values Indirect Use Pay Scales Progression Points and Values Grade Steps and increments

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GRADES & PAY

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PERSON TYPES

Person types are used to describe people entered into the Oracle Human Resources product. The person types names may be modified if needed, or new person types can be added.

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Thank You

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