D48035GC20 Ag1

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Activity Guide - UK
D48035GC20
Edition 2.0
October 2009
D63136
Oracle University and Egabi Solutions use only
R12 Oracle HRMS Work

Structures Fundamentals
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Authors
Robert Oganovic, Jo Turner
Technical Contributors and Reviewers
Robert Oganovic, Shivasmruthi Narayanasamy
This book was published using:
Oracle Tutor
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Copyright 2009, Oracle. All rights reserved.
R12 Oracle HRMS Work Structures Fundamentals Ed 2 Activity Guide - UK........................................0-1

R12 Oracle HRMS Work Structures Fundamentals Ed 2 Activity Guide - UK ............................................0-3
Practice - Defining Position Flexfield Structure ........................................................................................0-4
Solution Defining Position Key Flexfield...............................................................................................0-6
Practice - Defining Job Key Flexfield Structure........................................................................................0-10
Solution Defining Job Key Flexfield Structure.......................................................................................0-12
Practice - Defining Grade Key Flexfield Structure....................................................................................0-18
Solution Defining Grade Key Flexfield..................................................................................................0-20
Practice - Defining Cost Allocation Key Flexfield Structure ....................................................................0-26
Solution Defining Cost Allocation Key Flexfield...................................................................................0-28
Practice - Defining People Group Flexfield Structure ...............................................................................0-33
Solution Defining People Group Key Flexfield......................................................................................0-34
Practice - Defining Personal Analysis Flexfield Structure ........................................................................0-37
Solution Defining Personal Analysis Key Flexfield ...............................................................................0-39
Practice - Defining Competence Flexfield Structure .................................................................................0-45
Solution Defining Competence Key Flexfield........................................................................................0-47
Guided Demonstration - Defining Business Group, Locations, and Organizations...................................0-52
Practice - Creating a Business Group ........................................................................................................0-57
Solution Creating a Business Group .......................................................................................................0-58
Practice - Granting Users Access to a Business Group..............................................................................0-61
Solution Granting Users Access to a Business Group ............................................................................0-63
Practice - Defining Locations ....................................................................................................................0-67
Solution Defining Locations...................................................................................................................0-68
Practice - Defining Organizations (UK) ....................................................................................................0-70
Solution Defining Organizations ............................................................................................................0-71
Practice Defining Organization Hierarchy..............................................................................................0-73
Solution Defining Organization Hierarchy. ............................................................................................0-74
Guided Demonstration - Overview of Representing Financial Reporting Structures................................0-75
Practice - Entering Costing Information for a HR Organization ...............................................................0-78
Solution Entering Costing Information for a HR Organization ..............................................................0-79
Practice - Defining Jobs.............................................................................................................................0-81
Solution Defining Grades and Jobs ........................................................................................................0-83
Practice - Creating Job Groups ..................................................................................................................0-86
Solution Creating Job Groups.................................................................................................................0-88
Practice - Defining Positions .....................................................................................................................0-89
Solution Defining Positions ....................................................................................................................0-91
Practice - Entering a New Employee Using Forms ...................................................................................0-94
Solution Entering a New Employee Using Forms ..................................................................................0-95
Guided Demonstration - Defining Position Hierarchy ..............................................................................0-98
Guided Demonstration - Creating a Mass Move of Positions....................................................................0-99
Guided Demonstration Creating a Mass Move of Positions ...................................................................0-100
Guided Demonstration - Setting Up Checklists.........................................................................................0-103
Table of Contents
Copyright Oracle, 2009. All rights reserved.
R12 Oracle HRMS Work Structures Fundamentals Ed 2 Activity Guide - UK

Page 1
R12 Oracle HRMS Work

Structures Fundamentals
Ed 2
Activity Guide - UK

Page 2
R12 Oracle HRMS Work Structures Fundamentals Ed 2 Activity

Guide - UK

Page 3
Overview
In this practice, you will learn how to define the structure and segments for the Position key
flexfield for your business group. Before you can enter specific position names in HR, you need
to define the structure of the position name. The Positions Key flexfield helps to define employee
roles within Oracle Human Resources.
Assumptions
Use the System Administrator responsibility. For this practice, log in as

hrms/welcome and use the System Administrator responsibility.
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
Create position key flexfield structure
To define the flexfield structure, you need to create the segments and the value sets. Using the
value sets, you also need to add values for the value sets each segment.
Create segments using the following details:
No.
Name
Validation Type
Position Name
None
Region
Independent
Description
In this scenario, the position name

can be entered freely by the user
and may vary from one region to
another or one line of business to
another.
Creating a list of values would only
add to the administrative costs of
maintaining positions.
List of values.
Defining the Region segment
makes it possible to identify
positions by region for reporting or
analysis.
To guarantee standards of data
entry you want to enforce a list of
values.

Page 4
Practice - Defining Position Flexfield Structure
North
South
East
West
Add the following values for the Region value set:

Page 5
Defining Position Key Flexfield

1.
Navigate to the Key Flexfield Segment window using the System Administration
responsibility:
2.
(N) Application > Flexfield > Key > Segments
Query the Position Key Flexfield using <Position%>.

Note: This retrieves all previously defined structures
3.
Select an empty row in the Structures region to create a new structure. If an empty row does
not appear, click in an existing structure and choose the New button from the menu bar.
4.
Enter xx Position Flexfield in the Title Field (where xx represents your unique group ID
number). Ensure that the Freeze Flexfield Definition box is not selected because you are
creating a new flexfield.
Note: The flexfield name automatically appears in the Title field.
5.
Save your work.
6.
Click the Segments button to add segments in the Segments Summary window.

Page 6
Solution Defining Position Key Flexfield
Enter a number for the segment, such as 1 in the Number column.
8.
Choose the selector and enter Position Name as the name of the first segment the Window
Prompt defaults to the same name.
9.
Select a column for the segment, such as SEGMENT1 to specify the location of this
segment in the key flexfield structure.
10. Select the Enabled and Displayed check boxes to ensure this segment is available in the key
flexfield structure.
11. Click the Open button to open the Segment window.
Here you can enter a default type and value if required,
12. Deselect the Required option this enables uses to omit a value for this segment.
13. Close the Segment window.
14. Place the cursor in the Value Set field and click the Value Set button to create value sets.
Create Value Sets
15. Define a new Value Set with the following details:
Name = xxPosition Name (where xx is your unique group number)
Format Type = Char
Maximum Size = 30
Validation type = None

Page 7
7.
17. Go to the next row, and enter a number for the next segment, such as 2 in the Number
column.
18. Enter Region as the name of the Second segment.
19. Select a column for the segment, such as SEGMENT2 to specify the location of this
20. Select the Enabled and Displayed check boxes to ensure this segment is available in the key
22. Define a new value set for the Region segment using the following details
Name = xxRegion (where xx is your unique group number)
Format Type = Char
Maximum Size = 30
Validation type = Independent
23. Save the value set and close the Value Sets window.
24. In Segment Summary window choose the value set you just created for the Region Name
segment.
25. Save your work and close the Segments Summary window.
26. Return to the Key Flexfield Segments window and in the Structures region select the Freeze
Flexfield Definition check box. Acknowledge the message that appears after reading it.
27. Select the Allow Dynamic Inserts check box to enable you to update the key flexfield value
sets, if required.
28. Click Compile to compile your Position key flexfield.
Adding Values to Value Sets
29. Navigate to the Segment Values window using the System Administration responsibility:
(N) Application > Flexfield > Key > Values

Page 8
16. Save the value set and close the Value Sets window to return to the Segments Summary
window.
31. Save your work.

Page 9
30. Query the Value Set you defined for Region and add the following values for the Region
value set:
North
South
East
West
Overview
Key flexfields enable you to define the unique structure for your business entities such as jobs
and grades. Before you can enter specific job names in HR, you need to define the structure of
the job name. In this practice, you define the structure for the Job key flexfield. The Job key
flexfield enables you to record the basic job details in your enterprise.
Assumptions

Tasks
Defining Job Key Flexfield Structure
To define the flexfield structure, you create segments and value sets. You then add values to the
value sets of each segment.
1.
Navigate to the Key Flexfield Segment window.
2.

Name
3.
No.
Job Name
Segment 1
Job Code
Segment 2
Create value sets using the following details:

For
Segment
4.
Column
Name
Format
Type
Maximum Size
Validation Type
Job Name
xx Job Name
Char
20
Independent
Job Code
xx Job Code
Char
20
Dependent (Validation
depends on the values entered
for the Job Name segment.)
Freeze the flexfield definition, and compile it.

Page 10
Practice - Defining Job Key Flexfield Structure
Add the following values to the value sets you create:

Values for Job Name
Values for Job Code
President
Not Applicable
Vice President
Not Applicable, Executive, Sales
Director
Not Applicable, Executive, Sales, Manufacturing,

Admin
Manager
Not Applicable, Sales, Manufacturing, Admin
Salesperson
Not Applicable
Associate
Not Applicable
Note: The Not Applicable value in the above table (Values for Job Code column) indicates
the default value for the Job Code segment.

Page 11
5.
Create Segments
1.
2.
Run a query with the criteria Job% - in the Flexfield Title Field to retrieve previously
defined job flexfield structures.
Note: To define key flexfield segments for other business entities such as grades, positions,
and competencies, run a query with the required criteria.
3.
Select an empty row in the structures region to create a new structure. If an empty row does
not appear, click in an existing structure and select New from the menu bar.
4.
Enter xx Job Flexfield in the Code Field (where xx represents your unique group ID
number) and ensure that the Freeze Flexfield Definition box is not selected because you are
5.
Click Segments to add segments in the Segments Summary window.

Page 12
Solution Defining Job Key Flexfield Structure
Enter a number for the first segment, such as 1.
7.
Enter Job Name as the name of the first segment.
8.
9.
Select the Enabled and Displayed check boxes to ensure that this segment is available in the
key flexfield structure.
10. In the next row, create a second segment with a number, such as 2.
11. Enter Job Code as the name for this segment.
12. Select a column for the segment, such as SEGMENT2 to specify the location of the segment
in the key flexfield structure.
13. Select the Enabled and Displayed check boxes.
14. Place the cursor in the Value Set field and click the Value Set button to create new value
sets.

Page 13
6.
15. Create value sets using the following details:

For
Segment
Name
Format
Type
Maximum Size
Validation Type
Job Name
xx Job Name
Char
20
Independent
Job Code
xx Job Code
Char
20
Dependent (Validation
depends on the values entered
for the Job Name segment.)
17. When creating the value set for Job Code, click Edit Information to set up the dependency
information in the Dependent Value Set Information window.

Page 14
Create Value Sets
19. Type Not Applicable as the dependent default value.

20. Close the Dependent value Set Information and Value Sets windows.
21. Return to the Segment Summary window and choose the value sets you just created for each
of your segments.
22. Save your work and close the Segments Summary window to return to the Key Flexfield
Segments window.
23. In the Structures region, select the Freeze Flexfield Definition check box. Acknowledge the
message that appears after reading it.
24. Select the Allow Dynamic Inserts check box to enable you to update the key flexfield
structure value sets, if required.
25. Click Compile to compile your Job key flexfield.
Note: You will be unable to create new jobs in the Define Job window, until you have
included the relevant job values in the Job Name and Job Code values sets.
Add Values to Value Sets
26. Navigate to the Segment Values window.

Page 15
18. Enter xx Job Name as the independent value set.
28. Enter the name of the value set you defined for Job Name and click Find to open the
Segment Values window.

Page 16
27. Select Find Values By Value Set.
30. Save your work.

31. Query the dependent value set you defined for Job Code and add the dependent values for
each independent value as follows:
Independent Values for Job Name
Dependent Values for Job Code
President
Not Applicable
Vice President
Not Applicable, Executive, Sales
Director
Not Applicable, Executive, Sales, Manufacturing,

Admin
Manager
Not Applicable, Sales, Manufacturing, Admin
Salesperson
Not Applicable
Associate
Not Applicable
32. Save your work.


Page 17
29. Enter the following values in the Values section:

President
Vice President
Director
Manager
Salesperson
Associate
Overview
Key flexfields enable you to define the unique structure for your business entities such as grades
and jobs. Before you can enter specific grade names in HR, you need to define the structure of
the grade name. In this practice, you define the structure segments for the Grade key flexfield as
an example. The grade key flexfield enables you to record the grade details in your enterprise.
Assumptions
Use the System Administrator responsibility. For this demonstration, log in as

Tasks
Define a grade key flexfield structure
In this practice, you define a common grade structure with two segments Grade Name and Grade
Level.
No.
Name
Validation
Type
Description
Grade Name
Independent
List of values.
Grade Level
None
Number Range 1-9.

For Segment
Name
Format
Type
Maximum Size
Validation Type
Grade Name
xx Grade
Name
Char
30
Independent
Grade Level
xx Grade
Level
Number
None

Page 18
Practice - Defining Grade Key Flexfield Structure
Valid Values for Grade

Name
Description
EXEC
Executive
MGR
Managerial
SA
Sales
CL
Clerical
ST
Stock Worker

Page 19
Add the values to the value sets using the following details:
Defining Grade Key Flexfield

1.
Navigate to the Key Flexfield Segments window.
2.
Run a query with the criteria Grade% in the Flexfield Title Field to retrieve previously
defined grade flexfield structures.
Note: To define key flexfield segments for other business entities such as jobs, positions,
and competencies, run a query with the required criteria.
Note: This retrieves all previously defined structures for Grade.
3.
4.
Enter xx Grade Flexfield in the Title field (where xx represents your unique group ID
number).
5.
Ensure that the Freeze Flexfield Definition box is not selected because you are creating a
new flexfield.

Page 20
Solution Defining Grade Key Flexfield
7.
8.
Enter Grade Name as the name of the first segment.
9.
10. Select the Enabled, and Displayed check boxes to ensure this segment is available in the key

Page 21
6.

Name = xx Grade Name (where xx is your unique group number)
Format Type = Char
Maximum Size = 30
13. Save the value set.
14. Return to the Segment Summary window and choose the value set you have just created.
15. Save your work.
16. Go to the next row, and enter a number for the next segment, such as 2.
17. Enter Grade Level as the name of the second segment.
Name = xx Grade Level (where xx is your unique group number)
Format Type = Number
Maximum Size = 2

Page 22
Create Value Sets
21. Save your value set and close the Value Sets window.
22. In the Segment Summary window, choose the value set you just created.
23. Save your work and close the Segments Summary window.
24. In the Key Flexfield Segments window and in the Structures region, select the Cross
Validation check box.
You need to turn on Cross Validation in order to create Cross Validation rules for this key
25. Select the Freeze Flexfield Definition check box. Acknowledge the message that appears
after reading it.
26. Select the Allow Dynamic Inserts check box.
27. Click Compile to compile your Grade key flexfield.
Defining Segment Values

Page 23
Validation type = None

Min Value = 1
Max Value = 9
Valid Values for Grade

Name
Description
EXEC
Executive
MGR
Managerial
SA
Sales
CL
Clerical
ST
Stock Worker
30. Save your work and close the Segment Values Window.
Defining a Cross Validation Rule
31. Navigate to the Cross Validation Rules window using your System Administrator
responsibility.
(N) Application > Flexfield > Key > Cross Validation
32. Query in the flexfield title for Grade Flexfield and your xx Grade Key Flexfield structure.

Page 24
29. Query the xx Grade Name Value Set and enter the following valid values for your xx Grade
Name
34. Enter an error message: You have entered an invalid level for this grade.
35. Select your Grade Level segment as the Error Segment.
36. Define dates during which you would like the rule to be active (optional).
37. In the Cross-Validation Rule Elements region, create rules using the following ranges of low
and high values:
Include: EXEC.1 to EXEC.2
Include: MGR.1 to MGR.3
Include: SA.1 to SA.5
Include: CL.1 to CL.9
Include: ST.1 to ST.2
Ensure you select the Grade Name values from the LOVs.
38. Save your work.

Page 25
33. In the Cross Validation Rules section, enter a unique name for your rule, such as xxGrade
Rule.
Overview
In this practice, you will learn how to define a structure and segments for the Cost Allocation key
flexfield for your business group. You will also set up validation for each segment, and use
segment qualifiers to control which cost entry windows display which segments.
Note: In this practice, you create value sets for the Cost Center codes and Account codes. If
you have General Ledger, you would typically use the value sets used by GL, rather than
creating new ones.
Assumptions

Tasks
Define a Cost Allocation key flexfield structure
Create a new Cost Allocation key flexfield structure using the name xxCost Flexfield (where xx
is your unique ID), with the segments Cost Center and Account Code.
The table below shows the headings and levels for your Cost Allocation key flexfield structure:
Flexfield
Qualifier
Cost Center
Account Code
Payroll
Element
Organization
Assignment
Element
Entry
Balancing

Page 26
Practice - Defining Cost Allocation Key Flexfield Structure
For Segment
Name
Format
Type
Maximum Size
Validation Type
Cost Center
xx Cost
Center
Number
Independent (This will

allow the value set to
have a valid list of
values.)
Account code
xx Account
Code
Char
Independent
Add values to the Cost Center value set:
Valid Values for Cost

Center
110
111
112
113
114
115
116
Add values for Account Code value set:
Valid Values for Account

Code
GL56
GL67
GL78
GL90

Page 27
Create the value sets using the following details:
Create Segments
1.
2.
(N) Application >Flexfield > Key > Segments
Query the Cost Allocation Key Flexfield using <Cost Allocation%>. In the application
query using Payroll.
Note: This retrieves all previously defined structures for Cost Allocation flexfield structures.
3.
4.
Enter xxCost Allocation Flexfield in the Title field (where xx represents your unique group
ID number). Ensure that the Freeze Flexfield Definition box is not selected because you are
5.

Page 28
Solution Defining Cost Allocation Key Flexfield
7.
Enter Cost Center as the name of the first segment.
8.
9.
Select the Enabled, and Displayed check boxes to ensure that this segment is available in the

Page 29
6.

Name = xx Cost Center (where xx is your unique group number)
Format Type = Number
Maximum Size = 4
Validation type = Independent (This will allow the value set to have a valid list of
values.)
13. Close the Value Sets window to return to the Segment Summary window and choose the
value set you have just created.
14. Click the Open button to view full details of your segment in the Segments window.
15. Select a Default type of Constant.
16. Enter a Default Value of 100.
17. Deselect the Required option, unless you want to force users to complete this field.
18. Save your work, and close the Segment window to return to the Segments Summary
window.
19. Click the Flexfield Qualifiers button and enable qualifiers for Organization, Balancing,
Assignment, and Element Entry. Close the Flexfield Qualifiers window.
20. Save your work.

Page 30
Create Value Sets
22. Enter Account code as the name of the second segment.

24. Select the Enabled, and Displayed check boxes to ensure that this segment is available in the
Name = xx Account Code (where xx is your unique group number)
Format Type = Char
Maximum Size = 4
28. Close the Value Sets window to return to the Segment Summary window and choose the
value set you have just created.
29. Click the Open button to view full segment details i the Segments window.
30. Select a Default type of Constant.
31. Enter a Default Value of GL56.
32. Deselect the Required option, unless you want to force users to complete this field.
33. Save your work, and close the Segment window to return to the Segments Summary
window.
34. Select the Flexfield Qualifiers button and enable qualifiers for Payroll, Balancing, Element,
and Element Entry. Close the Flexfield Qualifiers window.
35. Save your work.
37. Select the Allow Dynamic Inserts check box to enable you to add valid values to this key
flexfield structure
38. Click Compile to compile your Cost Allocation key flexfield.

Page 31
21. Enter a number for a second segment, such as 2.
39. Navigate to the Segment Values window using the System Administrator responsibility:
40. Query the Value Set you defined for Cost Center.
41. Enter the list of values:
100, 110, 111, 112, 113, 114, 115, and 116
42. Save your work.

43. Query the Value Set you defined for Account Code and enter the list of values:
GL56, GL67, GL78, and GL90
44. Save your work.

Page 32
Overview
Key flexfields enable you to define the unique structure for your business entities such as jobs,
grades, and people group. The People Group flexfield lets you add your own key information to
the Employee Assignment. In this practice, you will learn how to define a structure and segments
for the People Group key flexfield for your business group.
Assumptions

Tasks
Define a People Group key flexfield structure
In this practice, you will define People Group key flexfield structure.
Segments
No.
1
Name
Pension Group
Validation
Type
Description
Independent
Create value sets for Pension Group and add the following values:
Values for Pension Group
Description
Stake holder pension
AVC Pension scheme
AVC Pension scheme
Teachers Pension Scheme

Page 33
Practice - Defining People Group Flexfield Structure
Defining People Group Key Flexfield

1.
2.
Query the People Group Key Flexfield using <People%>. In the application enter payroll.
Note: This retrieves all previously defined structures for People Group flexfield.
3.
4.
Enter xxPeople Group Flexfield in the Title Field (where xx represents your unique group
5.
Save your work.
6.
7.
8.
Enter Pension Group as the name of the first segment.
9.

Page 34
Solution Defining People Group Key Flexfield

Name = xxPension Group (where xx is your unique group number)
Format Type = Char
Maximum Size = 30
Validation type = Independent.
14. Save your work and close the Segments window.
flexfield structure
17. Click Compile to compile your People Group Key Flexfield.
Adding Values to Value Sets

Page 35
Create Value Sets
Values for Pension Group
Description
AVC Pension scheme
AVC Pension scheme

Page 36
19. Query the Value Set you defined for Pension Group and enter the following list of values for
Pension Group.
Overview
Key flexfields enable you to define the unique structure for your business entities such as jobs,
grades, and personal analysis. The Personal Analysis Key Flexfield lets you add any number of
Special Information Types for people. In this practice, you will learn how to define a structure
and segments for the Personal Analysis key flexfield for your business group.
Assumptions

sysadmin/sysadmin and use the System Administrator responsibility.
Tasks
Define Personal Analysis key flexfield structure
To define the flexfield structure, you need to create the segments and the value sets. Using the
value sets, you also need to add values for the value sets each segment.
1.
2.
No.
Name
Column
Car Make
SEGMENT1
Car Model
SEGMENT2
3.
Segment
Car Make
Name
xx Car Make
Car Model xx Car Model
4.
Format Type
Max Size
Validation Type
Char
15
Independent
Char
15
Dependent
Freeze the flexfield definition and compile it.

Page 37
Practice - Defining Personal Analysis Flexfield Structure
Use the following information to add values to the value sets that you created.
Valid Values for

Car Make
Valid Values for Car

Model
Audi
A4
A6
BMW
3181
325
Mercedes
C200
E220
Saab
93
95
5.

Page 38
Defining Personal Analysis Key Flexfield

1.
2.
Query the Personal Analysis Key Flexfield using <Personal Analysis%>.

Note: This retrieves all previously defined structures.
3.
4.
Enter xx Company Car Details in the Title field (where xx represents your unique group
5.
6.
Save your work.

Page 39
Solution Defining Personal Analysis Key Flexfield
8.
Enter Car make as the name of the first segment.
9.

Page 40
7.
12. Define a new value set using the following values:

Name = xx Car Make (where xx is your unique group number)
Format Type = Char
Maximum Size = 15
14. In the Segments Summary window, enter a number for the second segment, such as 2.
15. Enter Car Model as the name of the segment.
18. Placing the cursor in the Value Set field and click the Value Set button to create value sets.
19. Define a new value set for the Car Model segment using the following details
Name = xx Car Model (where xx is your unique group number)
Format Type = Char
Maximum Size = 15
Validation type = Dependent

Page 41
Create Value Sets
21. Complete the Dependent Value Set Information window by choosing the xx Car Make
segment as the independent value set.
22. Enter Default as the dependent default value (you will disable this value later).
23. Save the value set and close the Dependent value Set Information and Value Sets windows.
24. Return to the Segment window and choose the value set you just created.
25. Open the Segment and deselect the Required option, unless you want to force users to
complete this field.
26. Save your work and close the Segments and Segments Summary windows.
27. Return to the Key Flexfield Segments window and in the Structures region, select the Freeze
flexfield structure
29. Click Compile to compile your Personal Analysis Key Flexfield.
30. Navigate to the Segment Values window using the System Administrator responsibility:

Page 42
20. Click Edit Information to set up the dependency information in the Dependent Value Set
Information window.
32. Enter the following list of values for the Car Make.
Valid Values for

Car Make
Audi
BMW
Mercedes
Saab
33. Save your work.

Page 43
31. Query the Value Set you defined for Car Make.
Valid Values for

Car Make
Valid Values for Car

Model
Audi
A4
A6
BMW
3181
325
Mercedes
C200
E220
Saab
93
95
34. Query the dependent value set you defined for the Car Model segment and add the
dependent values for each independent value as listed below.
35. Save your work.

Page 44
Overview
In this practice, you will learn how to define a structure and segments for the Competence key
flexfield for your enterprise. You use the Competence key flexfield when creating competencies
specific to the enterprise.
Assumptions

Tasks
Define Competence key flexfield structure
In this practice, you will define a structure and segments for the Competence key flexfield and
link to your business group.
1.
No.
Name
Validation Type
Description
Skill
Independent
List of values
Level
None
Numeric range of values: 1 to 3
2.
For
Segment
Name
Format
Type
Maximum
Size
Validation Type
Skill
xx_Skill
Char
30
Independent
Level
xx_Level
Number
None

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Practice - Defining Competence Flexfield Structure
Ensure that you enable flexfield qualifiers for each segment that you create:
Segment
Flexfield Qualifier
Skill
Default Attribute
Level
Others
4.
Freeze the flexfield definition and compile it.
5.
Add the following values for the Skill value set:

Analysis
Technical
Functional

Page 46
3.
Defining Competence Key Flexfield

1.
2.
Query the Competence Key Flexfield using <Competence%>.

Note: This retrieves all previously defined structures for the Competence key flexfield.
3.
Select an empty row in the Structures region to create a new. If an empty row does not
appear, click in an existing structure and choose the New button from the menu bar.
4.
Enter a code in the Code field.
5.
Enter xx Competence Name in the Title field (where xx represents your unique group ID
number). Ensure that the Freeze Flexfield Definition is not selected because you are creating
a new flexfield.
6.
Save your work.
7.

Page 47
Solution Defining Competence Key Flexfield
9.
Enter Skill as the name of the first segment.
12. Place the cursor in the Value Set field and click the Value Set button to create value sets in
the Value Sets window.

Page 48
8.
13. Define xx_Skill as the new value set in the Value Sets window using the following details:
Name: xxSkill
Format Type: Char
Maximum Size: 30
Validation Type: Independent
14. Save the value set and close the Value Sets window to return to the Segments Summary
window.
15. Enter the value set you have just created against your segment and save your work.
16. Click Flexfield Qualifiers to open the Flexfield Qualifiers window.
17. Select the Enabled option for the Default Attribute qualifier.
Note: The application uses flexfield qualifiers to identify certain segments for specific
purposes. For more information, see Flexfield Qualifiers in the online Help.
18. Close the Flexfield Qualifiers window to return to the Segments Summary window.
19. Go to the next row, and enter a number for your next segment, such as 2.
20. Enter Level as the name of the second segment.

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Create Value Sets
23. Click the Level segment and click Flexfield Qualifiers. In the window that appears, select
the Enabled option for the Others qualifier.
24. Place the cursor in the Value Set field and click the Value Set button to create value sets in
the Value Sets window.
25. Define xx_Level as the value set for the Level segment using the following details:
Name: xxLevel
Format Type: Number
Maximum Size: 1
Min value: 1
Max value: 3
Validation Type: None
27. Return to the Segment window and choose the value set you just created.
28. Open the Segment window to deselect the Required option, unless you want to force users to
complete this field.
29. Save your work and close the Segments and Segments Summary windows.
32. Click Compile to compile your Competence key flexfield.
33. Navigate to the Segment Values window.

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Valid Values for Skill

Analysis
Technical
Functional
35. Save your work.

Page 51
34. Query the value set you defined for Skill and add values in the Segment Values window
using the following list of values:
This demonstration shows you how to represent your enterprise using Oracle HRMS. You learn
how to create a business group to represent the countries in which your enterprise operates,
define locations for your enterprise, and create organizations to represent the structure of your
enterprise.
You must have System Administrator and UK HRMS Manager responsibility attached to the
user name you use to log into Oracle HRMS.
Responsibility: UK HRMS Manager
Create a Business Group
1.
Navigate to the Organization window.
(N) Work Structures > Organization > Description
2.
Click New to create the business group.
3.
Enter xx AB Shoes UK Private Limited in the name field (where xx is your unique group
number).
4.
Select Business Group as an organization type to identify the function an organization

performs, or the level of the organization in the enterprise.
5.
Select Internal to allow employee assignments to this organization. You can only assign
people to an organization classified as an HR Organization.
6.
Save your work.
Classify a Business Group

7.
8.
Query xx AB Shoes UK Private Limited in the name field (where xx is your unique group
number).
9.
Select Business Group as the organization classification.
10. Select the Enable option to enable the business group classification for xx AB Shoes UK
Private Limited.
11. Save your work.

Page 52
Guided Demonstration - Defining Business Group, Locations, and

Organizations
12. Click Others to select the type of additional information you want to enter for your business
group.
13. Select Business Group Info to enter the predefined additional information for your business
group.
14. Click in the second field to open the Business Group Info window.
15. Enter ABSUKP as short name for the business group.
16. Select Automatic as the option for employee, applicant, and contingent worker number
generation.
17. Select the following flexfield structures to define the unique identity of business entities
such as jobs, positions in the enterprise:
xx Grade Flexfield
xx People Group Flexfield
xx Job Flexfield
xx Cost Allocation Flexfield
xx Position Flexfield
xx Competence Flexfield
18. Select United Kingdom as the legislation code to determine the startup data you can access
and the contents of some legislation-specific windows.
19. Select GBP as the currency.
20. Click OK and save your work.
21. Click Others again.
22. Select Work Day Information to enter default work pattern information for all employees in
this business group.
Note: You can enter additional information such as budget value defaults, recruitment
information, and payslip information for your business group as per your business
requirements.

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Enter Additional Information for a Business Group
You must switch responsibility to grant users access to the new business group.
Create a Responsibility
24. Navigate to the Responsibilities window.
25. (N) Security > Responsibility > Define
26. Enter xx Super HRMS Manager as the new responsibility name (where xx represents your
initials).
27. Select Human Resources in the application field to indicate the application for which you
use this responsibility.
28. Enter a responsibility key name and a description for the new responsibility.
29. Select Oracle Applications to signify that this responsibility applies to the professional user
interface.
30. Select Standard and Human Resources in the Data Group region to determine the application
database the username connects to with the specific responsibility.
31. Select UK SHRMS Navigator Menu to attach this menu to the responsibility.
32. Select UK SHRMS Reports & Processes and Oracle Human Resources in the Request
Group region to access the UK reports and processes with this responsibility.
33. Save your work.
Set User Profile Options
34. Navigate to the System Profile Values window.
(N) Profile > System
35. Deselect Site, select Responsibility, and enter the name of your new responsibility.
36. Enter HR: Security Profile as the profile name and click Find.
37. Enter xx AB Shoes UK Private Limited as the security profile.
Note: Oracle HRMS automatically creates a view all security profile whenever you define a
new business group. After you have set up all the work structures in your business group,
you can define restricted security profiles using organization and position hierarchies, and/or
payrolls.
38. Enter HR:Business Group as the profile name and click Find.

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Responsibility: System Administrator
40. Save your work.

41. Return to the Find window and query the HR:User Type profile.
42. Enter HR with Payroll User as the value for user type.
Note: With this user type you can see and enter fields on all HRMS windows.
43. Save your work.
44. Return to the Find window and query for Help Localization Code profile.
45. Enter GB as the territory or vertical code as the value for user type.
46. Save your work.
Note: This value is free format to allow for vertical and custom extensions to local versions
of user help.
Assign New Responsibility to an Application User
47. Navigate to the User window.
(N) Security > User > Define
48. Query your own application username - the one you used to log on to the system.
49. Click New and select your xx Super HRMS Manager responsibility to attach the new
responsibility to your user name.
50. Save your work and close the window.
51. Click File - Switch Responsibility menu option to bring up the list of responsibilities you
can access.
52. Select the new responsibility to sign on to the new business group.
Responsibility: UK HRMS Manager
You must switch responsibility to define locations for your enterprise and create organizations
under your business group.
Define Locations
53. Navigate to the Location window.
54. (N) Work Structures > Location

Page 55
39. Select xx AB Shoes UK Private Limited as the business group associated with this
responsibility.
56. Enter UK office as description for the location.

57. Select United Kingdom as the address style.
58. Enter the following address of the location and save your work.
103 Oxford Road
Address
Town
Reading
County
Berkshire
Post Code
RG4 7TH
59. Click Extra Information to enter any additional information required by your enterprise.
Note: Ensure to enable the Location EITs for the responsibility to enter location additional
information.
60. Save your work.
Define Organizations
61. Navigate to the Organization window.
62. Click New to create the organization.

63. Enter xx AB Shoes London Warehouse as the organization name.
64. Select Division as organization type.
65. Select the location xx London East for the organization.
66. Select Internal.
67. Save your work.
68. Select the HR Organization classification for the organization.
69. Select the Enable check box to apply the classification to the organization.
70. Save your work.
71. Continue to the Others area of information to enter default information for an HR
organization.
72. Save your work.

Page 56
55. Enter xx London East as the name of the location.
Overview
In this practice, you will learn how to create a business group. Business group is an organization
that represents legislations. You must create a business group for each country in which your
enterprise has a presence with substantial workforce. The business group functions as an operating
company or a container with other organizations under it. You define the business group and
later define the other organizations within the business group.
Assumptions
You can use the HRMS Manager or Super HRMS Manager responsibility. For this
practice, log in as ouhrms/welcome and use the OU HRMS Manager responsibility.
Tasks
Create a UK Business Group
Use the following business scenario to create a business group:
xx AB Shoes UK Private Limited is the UK branch of AB Shoes Corporation based in the U.K.
It is a separate business group as it supports UK payroll, tax, and legislative reporting needs. It
decides to allocate employee and applicant numbers automatically.

Page 57
Practice - Creating a Business Group
Creating a UK Business Group

1.
2.
Enter xx AB Shoes UK Private Limited in the name field (where xx is your unique group
number).
3.
Select Business Group as the organization type. The type identifies the function an
organization performs, such as Administration or Service, or the level of each organization
in your enterprise, such as Division, Department or Cost Center from the list of values.
4.
Select Internal to indicate that this organization is within your enterprise.
5.
Save your work.
6.
Enter Business Group as the Organization Classification name.
7.
Check the Enabled checkbox and save your work.
8.
Click Others to open the Additional Organization Information LOV, and open Business
Group Info.

Page 58
Solution Creating a Business Group
Click in the Business Group Info field; the Business Group Info flexfield opens.
10. Enter ABSUK as short name for the business group.

11. Select Automatic as the option for employee, applicant, and contingent worker number
generation.

Page 59
9.
xx Grade Flexfield
xx People Group Flexfield
xx Job Flexfield
xx Cost Allocation Flexfield
xx Position Flexfield
xx Competence Flexfield
13. Select United Kingdom as the legislation code to determine the startup data you can access
and the contents of some legislation-specific windows.
14. Select GBP as the currency.
16. Click Others again.
17. Select Work Day Information from the Additional Organization Information LOV to enter
default workday information for all employees in this business group.

Page 60
12. Select the following flexfield structures for the business group (where xx is your unique
identifier):
Overview
In this practice, you will learn how to grant users access to your UK business group. The security
model in Oracle HRMS means that you must grant a user access to a business group before you
can define any details within that business group.
Assumptions
For this practice, log in as HRMS/welcome and use the System Administrator
responsibility.
Tasks
Grant Users Access to a Business Group
To grant users access to your business group, you must complete the following tasks:
1.
Create a new responsibility in the Responsibilities window using the following details:
Responsibility Name
xx Super HRMS Manager (where xx represents your initials)
Application
Human Resources
Available from
Oracle Applications (to indicate that this responsibility is

available from the PUI)
Data Group details
Standard as Name and Human Resources as Application
Menu
UK SHRMS Navigator
Request Group details
UK SHRMS Reports & Processes as Name and Human

Resources as Application
Note: Optionally, you can enter menu and items in menu exclusions and securing attributes.
2.
Set the following user profile options for the new responsibility in the System Profile Values
window:
HR:Business Group
HR:Security Profile
HR:User Type

Page 61
Practice - Granting Users Access to a Business Group
Assign the new responsibility to an application user in the User window. Use the username
with which you logged in to the application.
3.

Page 62
Create a Responsibility
1.
Navigate to the Responsibilities window.
(N) Security > Responsibility > Define
Note: A responsibility determines the privileges for an application user while working with
Oracle Applications. For more information about responsibilities, see Overview of Oracle
Applications Security in the online Help.
Solution Granting Users Access to a Business Group
2.
Enter xx Super HRMS Manager as the new responsibility name (where xx represents your
initials).
3.
Select Human Resources in the application field to indicate the application for which you
use this responsibility.
4.
Enter a responsibility key and a description for the new responsibility.
5.
Select Available From Oracle Applications to signify that this responsibility applies to the
professional user interface.

Page 63
Select Standard and Human Resources in the Data Group region to determine the application
database the username connects to with the specific responsibility.
7.
Select UK SHRMS Navigator Menu to attach this menu to the responsibility.
8.
Select UK SHRMS Reports & Processes in the Request Group region to access the UK
reports and processes with this responsibility.
9.
Save your work.
Set User Profile Options

10. Navigate to the System Profile Values window.
Note: A user profile is a set of changeable options that enable you to determine how your
application looks and behaves. For more information on user profile options, see Overview
of Setting User Profiles in the online help.
11. Deselect the Site check box, and select the Responsibility check box and enter the name of
your new responsibility.
12. Enter HR:Security Profile as the profile name and click Find.
13. Enter the security profile with the same name as your new business group (xx AB Shoes UK
Private Limited) that you created in the earlier practice (Creating a Business Group).

Page 64
6.
14. Save your work.

15. Enter HR:Business Group as the profile name and click Find.
16. Select xx AB Shoes UK Private Limited as the business group associated with this
responsibility (this should have defaulted from when you set the HR:Security Profile
option).
17. Save your work.
18. Return to the Find window and query the HR:User Type profile.
19. Enter HR with Payroll User as the value for user type.
Note: This means that you can see and enter fields in all HRMS windows.
20. Save your work.
21. Return to the Find window and query for Help Localization Code profile.
22. Enter GB as the appropriate territory or vertical code as the value for user type.
Note: This value is free format to allow for vertical and custom extensions to local versions
of user help.
23. Save your work.
Assign New Responsibility to an Application User
24. Navigate to the User window.
(N) Security > User > Define

Page 65
Note: Oracle HRMS automatically creates a view all security profile whenever you define a
new business group. After you set up all the work structures in your business group, you
can define restricted security profiles using organization and position hierarchies, and/or
payrolls.
26. In the Responsibilities tab, add the xx Super HRMS Manager responsibility, and select
Standard as the Security Group.
27. Save your work and close the window.
28. Choose the File - Switch Responsibility menu option to bring up the list of responsibilities
you can access.
29. Select the new responsibility (xx Super HRMS Manager) to sign on to the new business
group.

Page 66
25. In the User Name field, query the user OUHRMS.
Overview
In this practice, you will learn how to define locations of your organizations. Locations define
worksites for operational and tax reporting purposes. Locations are shared across business
groups in HRMS and with other Oracle applications such as Inventory and Purchasing. HRMS
does not use some of the fields in the Location window. For example, the Legal Address check
box is read-only and supports future functionality in Oracle Financials.
Assumptions
You can use the xx Super HRMS Manager (where xx represents your initials) which
you created in the previous practice
Tasks
Define UK Locations
Create the following locations, prefixing each location with your unique group number.
Note: You can define local and international locations for one business group. You can
share the locations across all business groups using the HR:Cross Business Group user
profile.
Your company xx AB Shoes UK Private Limited has four locations with the following
addresses:
Location Name
XX AB Shoes
London
XX AB Shoes
Reading
XX AB Shoes
Manchester
XX AB Shoes
Birmingham
Address
44 Apples Way
Thames Valley
Park
100 Millionaires
Towers
95 Lauriston Place
Town
London
Reading
Manchester
Birmingham
Post Code
NW 6YH
RG6 1RA
M3 3LL
DY2 8PR
You can prevent users from selecting a location by entering an inactive date when the location is
no longer in use in your enterprise. You can delete a location if it is not in use.

Page 67
Practice - Defining Locations
Defining UK Locations
1.
Navigate to the Location window.
(N) Work Structures > Location
2.
Enter XX AB Shoes London as the location name.
3.
Enter London Branch Office as the description for the location.
4.
Select United Kingdom as the address style for local addresses.
5.
Enter the address details of AB Shoes London as:

Address: 44 Apples Way
Town: London
Post Code: NW 6YH
and save your work.
6.
Click Extra Information to enter any additional information required by your enterprise.
Note: You must attach the Extra Information Types to your responsibility before you can
use them about which you learn in the R12 HRMS System Administration Fundamentals
course.
7.
Repeat these steps for other locations as follows:


Page 68
Solution Defining Locations
XX AB Shoes
Reading
XX AB Shoes
Manchester
XX AB Shoes
Birmingham
Address
Thames Valley
Park
100 Millionaires
Towers
95 Lauriston Place
Town
Reading
Manchester
Birmingham
Post Code
RG6 1RA
M3 3LL
DY2 8PR
8.
Save your work.
Location Name

Page 69
Overview
In this practice, you will learn how to define organizations within your business group and
classify them as for example, HR Organization, Bargaining Unit, Company Cost Center, Benefit
Provider, and GRE (Government Reporting Entity). You classify an organization to determine its
purpose and use.
Assumptions
You can use the xx Super HRMS Manager (where xx represents your initials).
You must create your business group before you create these organizations.
Tasks
Define UK Organizations
Define the following organizations:
Organizations
Type
Classification
Interal/ External
XX AB Shoes UK
Private Limited
Business Group
Business Group
Internal
XX AB Shoes
Warehouse
Division
HR Organization
Internal
XX AB Shoes North
Division
HR Organization
Internal
XX Electricians
Association
Bargaining Unit
Bargaining Association
External
XX AB Cost Center
1
Cost Centre
Company Cost Center
Internal
XX Great Benefits
Benefit Provider
Benefit Provider
External
Note: Remember that you have already classified xxAB Shoes Private Limited (UK) as a
business group. All these organizations are internal to your enterprise with the exception of
Great Benefits, which is an external organization as it is a benefit provider.
Replace xx with your initials.

Page 70
Practice - Defining Organizations (UK)
Defining UK Organizations
1.
2.
Enter the names given under Tasks for each organization in the Name field.
3.
Select an organization type. The type identifies the function an organization performs, such
as Administration or Service, or the level of each organization in your enterprise, such as
Division, Department or Cost Center from the list of values.
4.
Select a location for each organization.
5.
Select Internal or External for each organization as given under Tasks. You can assign
employee assignments to an internal organization and cannot assign people to an external
organization.
6.
Save your work.
7.
Select the organization classification for each of your organizations as given under Tasks.
8.
Select the Enable check box to apply the classification to the organization.
9.
Save your work.

Page 71
Solution Defining Organizations
11. Save your work.
10. Continue to the Others area of information to enter default information for each
organization.

Page 72
Overview
In this practice, you will learn how to define the organization hierarchy in your business group.
Organization hierarchies show the different management reporting relationships that can exist
within an enterprise. You will also use hierarchies for government reporting and defining
security profiles.
Assumptions
You can use the xx super HRMS Manager(where xx represents your intials).
Tasks
Define Organization Hierarchy

Page 73
Practice Defining Organization Hierarchy
1.
Navigate to the Organization Hierarchy window.
(N) Work Structures > Organization > Hierarchy
2.
Enter xx AB Shoes Main Hierarchy as the new hierarchy name.
3.
Check the Primary Hierarchy box to define the primary reporting lines.
Note: You must define only one primary reporting structure.
4.
Save your work.
5.
Enter 1 as the version number.
6.
Enter the version date as 01-JAN-2003.
7.
Save your work.
8.
In the Organization region, query xx AB Shoes Private Limited (UK) as the top-level
organization for your hierarchy.
Note: If you were setting all of your businesses up in the same system, then you could
define a global hierarchy to include organizations from all regions for management
reporting.
9.
Select the Subordinates option, and select XX AB Shoes North as the next level of reporting
organizations. Repeat this step to select other organizations at this level in the hierarchy.
10. Click the down arrow to move to the next level of reporting and select xx AB shoes London
warehouse as the subordinate organization under XX AB shoes North.
11. Save your work.

Page 74
Solution Defining Organization Hierarchy.
This demonstration shows you how to represent financial reporting structures in Oracle HRMS.
Representing financial structure in Oracle HRMS helps you report about financial information,
such as costs, revenues and expenses. You can consolidate this information by cost center
manager. This further enables you to allocate and report employment costs as you deploy and
pay people. It also helps you in managing your projects and distribute your workforce based on
priority.
You can record costing information at the organization, assignment, and payroll levels. You can
also record costing details in the Element Link and Element Entry windows. The information
you can record at these levels depends on the Cost Allocation key flexfield you defined for your
business group.
Oracle HRMS enables you to integrate your HR reporting structure with your financial reporting
structure. You can automatically create your HR organizations based on your company cost
centers in Oracle General Ledger using Synch Orgs.
Responsibility: UK HRMS Manager or UK Super HRMS Manager
Entering and Reviewing Cost Allocation Information at Organization Level
1.
Query an HR Organization and select the Costing window by choosing Others.

2.
Open the flexfield window to view or enter values for costing segments that you enabled at
the Organization level.
Entering and Reviewing Cost Allocation Information at Assignment Level

3.
Query an employee.
(N) Person > Enter and Maintain
4.
Navigate to the Costing window from the Assignment window.

(B) Assignment > Others > Costing
5.
Open the flexfield window to view or enter values for costing segments that you enabled at
the Assignment level.
Entering and Reviewing Cost Allocation Information at Payroll Level

6.
Enter cost allocation information at payroll level.

(N) Work Structures > Payroll > Define

Page 75
Guided Demonstration - Overview of Representing Financial

Reporting Structures
Move the cursor to the Costing field. The flexfield window opens to display the segments
that you enabled at the Payroll level.
8.
Close the window and move the cursor to the Suspense Account field. The flexfield window
should open to display all the segments that you enabled.
9.
You could also navigate to the Element Link and Element Entry windows to view other
levels where you can enter cost information in Oracle HRMS. These are covered in more
detail in the module on Costing.
Integrating HR Reporting Structures and Financial Cost Center

Hierarchy
You must perform these tasks after you have defined your business groups but before you create
any HR organizations.
Add lookup values
10. Use the Applications Utilities Lookup window to query the lookup
HR_GL_ORG_NAME_FORMAT to ensure that the required lookup values are available.
Otherwise, add the values you require to meet your business requirements.
(N) Other Definitions > Applications Utilities Lookup
Set up GL Details Calendar, Set of Books, and GL Combinations
11. Use the System Profile window to set up the following profile options as required. These
profile options control the results of the processes you run to integrate HR and financial
reporting structures.
HR: Automatically synchronize single GL company cost centers with HR
HR: GL Cost Center Org Classifications
HR: GL organization name format

Define Organizations
12. Use the Organization window, if required, to define an internal organization and classify it
as Company Cost Center or use an existing organization with the Company Cost Center
classification and name it in the format you have specified for the GL Organization Name
Format profile optionfor example, xx Cost Center Code-xx Company Code.
Note: Please make sure to apply the value set that validates the UK company segment in the
accounting flexfield and select the company ID.
(N) Work Structures > Organizations > Description

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7.
13. Use the Create and Maintain Company Cost Center Organization process to create company
cost center organizations for the companies in your business group. You can also use this
process to update the names, and existing start and end dates of organizations created using
the Auto Orgs feature.
(N) Processes and Reports > Submit Requests
14. Use the Synchronize GL Company Cost Centers with Existing Organizations process to link
existing company cost center organizations to GL account combinations.
Run the Create and Maintain Company Cost Center Organization and Synchronize
GL Company Cost Centers with Existing Organizations Processes

Page 77
Overview
In this practice, you will learn how to enter costing information for an HR organization. The
costing information you can enter depends on the Cost Allocation flexfield you created for your
business group. The costing information you enter for an HR organization overrides the default
cost allocations for the business group to account for exceptions and temporary costing
arrangements.
Assumptions
You must create an organization and classify it as HR Organization.
Tasks
Enter Costing Information for a HR Organization
The costing information you can enter depends on the segments of the cost allocation key
flexfield you defined for your business group.

Page 78
Practice - Entering Costing Information for a HR Organization
Enter Costing Information for a HR Organization

1.
2.
Query one of your HR Organizations ( for example, xx AB Shoes North).
3.
Select the HR Organization classification, and choose Others to open the Additional
Organization Information window.

Page 79
Solution Entering Costing Information for a HR Organization
Select Costing Information.
5.
Click in the Additional Information window to display the segments of the Cost Allocation
flexfield you defined for your business group.
6.
Select the appropriate cost code in each segment.

Note: For individual employees, you can override these organization-level codes by entering
costing information on their assignments.
7.
Save your work.

Page 80
4.
Overview
In this practice, you first define grades in your enterprise. The structure for your grade name
depends on the Grade key flexfield you defined for your business group.
In this practice, you also define jobs in your enterprise. The structure for your job name depends
on the Job key flexfield you defined for your business group.
The Job Group appears automatically. It is the Default HR Job Group for your business group.
You must not change this group unless you want to enter a job that describes a supplementary
role to a person's normal employment, such as a fire warden or health and safety representative.
You can enter a numerical approval authority value to define an approval level for incumbents of
this job. Oracle Approvals Management uses this value to determine whether a person has
sufficient authority to approve a transaction. You can also indicate whether the job carries any
additional employment rights or is a benchmark job. You use a benchmark job to represent a
number of jobs in reports such as salary surveys.
You can define the skills that jobholders require, and the grades to which they can be assigned. If
you have set up a job evaluation system to compare the responsibilities of roles to help in the
definition of grades, you can enter the job evaluation scores. You can also enter the
supplementary roles in the Job window. You can record information about any roles an
employee holds which are not part of the employee's contract; for example, fire warden or health
and safety representative.
Assumptions
Set your effective date to 01-JAN-2004.
Tasks
Define the following grades in the Grade window:
MGR.1
MGR.2
MGR.3

Page 81
Practice - Defining Jobs
2.
Define the following jobs in the Job window:
President
Manager
Salesperson
Enter the following evaluation details:

System
Custom
Overall score
10
Measured in
Points
Date Evaluated
1-JUN-2004
3.
Optionally, enter the Professional Licenses details in the Requirement window.
4.
Enter the following grades in the Valid Grades window:
5.
MGR.1
MGR.2
MGR.3
Enter the following work capabilities details in the Work Preferences window:
Require Relocation and Passport
Five years as duration
Mon to Fri as work schedule
1 as full time equivalent
One year as minimum service required

Page 82
1.
Defining Grades
1.
Navigate to the Grades window:

(N) Work Structures > Grade > Description.
2.
Date Track to 01-JUN-2004.
3.
Enter a sequence number for each grade.
4.
Create the following grades:
Grade Name
Grade Level
MGR
MGR
MGR
5.
Save your work.
Defining Jobs
6.
Navigate to the Job window.
7.
(N) Work Structures > Job > Description
Click in the Name field to display the Job flexfield.

Page 83
Solution Defining Grades and Jobs
9.
Create a job for each of the following job names
President
Manager
Salesperson
Enter the start date for each job as 01-JAN-2004.
10. Save your work.

Entering Evaluation System Details
11. Select the Evaluation button to enter the evaluation information for a job.
12. Select Custom as the evaluation system.
13. Enter 10 as the overall score, Points units of measurement.
14. Select 1-JUN-2004 as the date of evaluation.
15. Enter the additional evaluation system details. Select Meets Expectations for performance
and P1 for problem solving ability.
16. Save your work.
Entering Grades
17. Enter the grade information for the Manager job using the Valid Grades window.
The grades should be valid from your effective date: 01-JUN-04.
MGR.1
MGR.2
MGR.3
18. Save your work.

Entering Work Preferences
19. Enter the work preferences for this job.
20. Select the Relocation Required and Passport Required boxes.
21. Select the work duration such as five years.

Page 84
8.
23. Select 1 as the FTE Capacity.

24. Select One year as the minimum length of service.
25. Save your work.
22. Select Mon to Fri as the work schedule.

Page 85
Overview
In this practice, you create a job group to store supplementary roles required for your enterprise.
You store all standard jobs in Oracle HRMS, those jobs that define the role the person must
fulfill, in the Default HR Job Group. The application automatically creates this job group for
your business group and displays your business group name as the job group name. The HR
Default Job Group is business-group-specific and therefore all jobs held within it are only
available within your business group. Global job groups only apply to supplementary roles
within Oracle HRMS, and Oracle Projects.
You can set up additional job groups to store supplementary roles that your employees might
fulfill. These additional roles can result from a company-defined initiatives like a fire warden, or
from a legislation, such as health and safety representative. You can create job groups specific
for your business group or available across all business groups in your enterprise using the
HR:Cross Business Group profile option. If the profile option is set to Y then you can either
select your business group, or leave the field blank to create a global job group.
Note: The jobs within the master job group can have jobs from other job groups mapped
into them using Oracle Projects. If you set the HR:Cross Business Group profile option to Y,
then you may only have one master job group across the system. If you set it to N, then you
can have one for each of your business groups.
You can use the Job Group window to set up an additional job group to store supplementary
roles for your employees.
Assumptions
demonstration, we log in as ouhrms/welcome and use the OU HRMS Manager
responsibility.

Page 86
Practice - Creating Job Groups
Create Job Groups

Create the job group xx_Job Group (where xx represents your unique id number) that is for use
only within your business group. Select the Job key flexfield you created for your business
group.
Ensure that the HR: Cross Business Group profile is set to Y. Select your business group to make
this job group available to your business group and specify this job group as a master job group.
Tasks

Page 87
Creating Job Group

1.
Navigate to the Job Groups window.
(N) Work Structures > Job > Job Groups
2.
Enter xx_Job Group (where xx represents your unique id number).
3.
Select the job flexfield structure you created for your business group.
4.
Select the business group if it does not automatically appear in the business group field.
5.
Select the Master Job Group check box to enable this job group to be the master job group.
You can set the job group as the master job group only once.
6.
Save your work.

Page 88
Solution Creating Job Groups
Overview
In this practice, you will learn how to define positions in your enterprise. The structure for your
position name depends on the Position key flexfield you defined for your business group.
Assumptions
You can use the xx Super HRMS Manager responsibility. For this demonstration, log in
as ouhrms/welcome and use the xx Super HRMS Manager responsibility.
Tasks
Define a Position
Define positions in the Position window using the following details:
Position
Type
Organization
Job
Hiring Status
Manager Northern Region
Single
Incumbent
XX AB Shoes North Manager
Active
Salesperson Northern
Region
Pooled
XX AB Shoes North Salesperson
Proposed
You can indicate if the position is permanent and budgeted every year or seasonal (such as a
summer teacher) by selecting the required check boxes. You can also enter the skills that position
holders require and the grades to which you can assign them. You can enter position evaluation
scores, if you have set up a position evaluation system.
If the position belongs to an organization selected for position control, the Open, Under Review,
and Approved Future Action check boxes are checked.

Page 89
Practice - Defining Positions
Hiring information, such as earliest hire date, proposed entry salary, probation details,
and if the position is for a fulltime employee. You can also enter Full Time Equivalent
and Headcount values.
Work terms such as working hours, work frequency, normal work time, and supervisor
details.
Optionally, you can enter:

Page 90
Defining Positions
1.
Navigate to the Position window.
(N) Work Structures > Position > Description
2.
Choose New in the Find Positions window to define a position.
3.
Change your effective date to 01-Jan-2004.

Page 91
Solution Defining Positions
Enter Manager Northern Region as position name.
5.
Select the Single Incumbent as the position type. Single Incumbent type indicates that only
one employee can hold the position at a time.
6.
Select the Permanent check box to indicate that the position is permanent and budgeted
every year.
7.
Choose XX AB Shoes Northern Region as the organization and Manager as the job for the
position. Ensure to have a start date for both on or before the position start date.
8.
Select Active as the hiring status of the position.
9.
Save your work.
Entering Hiring Information

10. Select the Hiring Information tab.
11. Enter 1 as the full time equivalent for this position.
12. Enter 1 as the headcount.
13. Optionally, enter the earliest hire date, proposed entry salary, and probation details.
14. Save your work.

Page 92
4.
15. Select work Terms(T) to Enter 40 as the working hours.

16. Enter Week as the frequency.
17. Enter 9:00 and 17:30 as the start and end times.
18. Save your work.
Entering Valid Grades
19. Click the Valid Grades button to assign grades to the position holder.
20. Select MGR.1 as the grade.
21. Save your work.
Entering Other Information
22. Select Others to enter Requirements, Occupancy, Extra Information, Work Preferences, and
Define Survey Mapping information if required for this position.
23. Repeat the steps given above to create a position Salesperson Northern Region.
24. Select Pooled to indicate that many employees can hold this position at any one time.
25. Enter XX AB Shoes North as the Organization.
26. Enter Salesperson as the job.
27. Select the Hiring Information tab, and enter 5 as the full time equivalent for this position.
28. Enter 5 as the headcount.
29. Save your work.

Page 93
Entering Work Terms
Overview
In this practice, you will learn how to enter a new employee.
Assumptions
Use your xx Super HRMS Manager responsibility.
Replace xx in the practice with a unique identifier such as your initials or a number.
(For instructor-led training classes, this number will be assigned to you.) This is
necessary to create unique records within the database when performing the practice.
Tasks
Entering a new employee using the People window
John xxAllen is a new employee. His date of birth is 21-FEB-1960 and NI Number should be in
the format AANNNNNNA. He lives in the Greater London county and his address is 14
Wimbledon Road, London, SW15 7HL. Use the People window to enter John xxAllen as a
permanent employee.
Use the Assignment window to enter the primary assignment for John xxAllen. The start date of
the assignment is 01-JAN-2006. Enter the following values for the assignment:
xx AB Shoes North as the Organization
Manager as the Job
Manager Northern Region as the Position
MGR.3 as the Grade

Page 94
Practice - Entering a New Employee Using Forms
Entering a new employee using the People window

1.
Navigate to the People window.
(N) People > Enter and Maintain
2.
Enter 01-JAN-2006 in the Effective Date field and choose OK.
3.
Click the New button to enter a new record.
4.
In the People window, enter xxAllen in the Last field and John in the First field.
5.
Select Mr. from the Title drop-down list. When you select Mr., the application automatically
enters Male in the Gender field.
6.
Select Create Employment in the Action field and select Employee in the Person Type for
Action field.
7.
Enter the NI Number; it should be in the format AANNNNNNA.
8.
Enter 21-FEB-1960 in the Birth Date field

Page 95
Solution Entering a New Employee Using Forms
Save your work.
10. Click the Address button and select the Address field.
11. Enter 14 Wimbledon Road in the Address Line 1 field, enter London in the Town field, and
enter SW15 7HL as the Post Code.
12. Select Home as the Address Type.
13. Choose OK to close the window, save your work, and close the Address window.
14. Click the Assignment button.

Page 96
9.
When you tab to the next field (Group), the People Group flexfield window opens. You will
see the Pension Group flexfield structure you set up for the People Group key flexfield.
Optionally, select a Pension Group. Close the People Group window.
Select Correction when prompted.
Enter Manager in the Job field.
Select Manager Northern Region in the Position field.
Select MGR.3 as a valid Grade.
16. Save the Assignment record, and click the Others button.
17. Select Costing to open the Costing window.
18. Click in the Cost field; the Cost Allocation key flexfield window opens displaying the
segments you enabled in your Cost Allocation key flexfield structure at the Assignment
level.
19. Cancle, and close the Costing window.

Page 97
15. In the Assignment window, select xx AB Shoes North as the Organization.
This demonstration shows you how to define a position hierarchy.

Responsibility: UK HRMS Manager or the UK Super HRMS Manager
Defining Position Hierarchies
1.
Navigate to the Position Hierarchy window.
(N) Work Structures > Position > Hierarchy
2.
Enter Main Position Hierarchy as the name.
3.
Enter 2 as Version Number and the start and end dates.
4.
Query a position in the Position block to place it as the top position in the hierarchy.
5.
In the Subordinates block, select the immediate subordinates for the top position.
6.
To add positions below one of these immediate subordinates, select the Down check box for
the position.
Note: The Position block now displays the position you selected. You can add subordinates
to this position. To return to the previous level, select the Up check box. The list of positions
from which you can select in the Subordinates block includes positions that are already in
the hierarchy. If you select such a position, you will move it and all its subordinates within
the hierarchy.
7.
Save your work.

Page 98
Guided Demonstration - Defining Position Hierarchy
Overview
In this practice, you will learn how to describe a mass move of positions from one organization
to another within your business group. Mass Move enables you to reorganize your business
group, which often entails changing many employee records in the same way. Because Mass
Move allows you to modify multiple employee records at once, you can make such changes
conveniently.
Assumptions
demonstration, log in as ouhrms/welcome and use the OU HRMS Manager
responsibility.
Tasks
Create a Mass Move of Positions
To create your mass move, enter a description, determining the source and target organizations
for the mass move, and specifying the date on which the mass move will take effect.

Page 99
Guided Demonstration - Creating a Mass Move of Positions
Creating a Mass Move of Positions

1.
Navigate to the Mass Move window.
(N) Work Structures > Position > Mass Move
2.
Enter xx Mass Move as a description (where xx represents your unique group ID number).
3.
Click in the Organization field to select Accounts as the Organization from where you want
to move employees.
4.
The Status field automatically populates Mass Move is Unprocessed.
5.
Select Business Consulting Services as the Organization to which you want to move
employees.
6.
Enter 01-JAN-2004 as the effective date.
7.
Save your work.
8.
Click the Positions button to open the Find Positions window.

Page 100
Guided Demonstration Creating a Mass Move of Positions
Query Accountant as the source job and Cost Accountant as the position (existing positions
in the source organization).
10. Select the source position (Cost Accountant) in the Source block in the Mass Move
Positions window.
11. Select Administrator Business Consulting as the position in the Target Block.
12. Use the scroll bar to view the Standard Conditions/Location fields. Select Source Position as
the Standard Conditions/Location to apply all the conditions of the source position to the
positions after the mass move.
13. Save your work.
14. Click the Assignment button to view the list of workers who you want to move.
Select/Deselect the workers whom you do not want to move.
15. Save your work.
16. Close the window to return to the Mass Moves window.

Page 101
9.
18. The Status field now automatically populates Mass Move completed.
19. Click the Position button to open the Mass Move window.
20. Click the Assignment button to view the list of workers who have moved.
17. Click the Execute button in the Mass Moves window to commit the changes to the database.

Page 102
In this demonstration, you will learn how to set up checklists. This feature is a part of Oracle
HRMS Release 12.
In this example, you set up the checklists feature to ensure that a workstation and a telephone are
made available for new employees who join your enterprise.
Responsibility: US Education Super HRMS Manager, Standard
Creating a Checklist Life Event
You use a life event to process major changes in a persons life; for example, marriage,
employment, and so on. In this example, you will create a checklist life event that triggers
whenever you hire an employee.
1.
Log on using education as the username and welcome as the password.
2.
Select the US Education Super HRMS Manager.
3.
Navigate to the Life Event Reasons window.

(N) Total Compensation > General Definitions > Additional Setup > Life Event Reasons
4.
Enter New Hire XX in the Name field.

Note: Replace XX with your initials.
5.
Select Checklist from the Type list.
6.
Save your work.
7.
Click Person Changes and select Hire an Employee from the Name field.
Note: The New Hire person change that you select indicates the cause for the life event to
trigger; in this case, the hiring of an employee is the cause for the life event to trigger.
If Hire an employee is not available in the name list, click Define person changes.
In the name field enter Hire an Employee.
Table Name: PER_PERSON_TYPE_USAGES_F
Column Name: PERSON_TYPE_ID
Old Value: No Value
New Value: Employee

Page 103
Guided Demonstration - Setting Up Checklists
Save your work.
9.
Close the Person Changes window and the Life Event Reasons window.
Creating a Checklist Template

A checklist template holds a group of checklist tasks.
10. Navigate to the Checklists page.
(N) Work Structures > Setup/Maintain Checklists
11. Click the icon in the Add Checklist column of the On Boarding category to create a
checklist template.
Note: The On Boarding category is a predefined category supplied by Oracle. You can
create your own categories. For more information, see Setting Up Checklists in online Help.
12. Specify New Hire XX as the name of the checklist template as in the Name field.
Note: Replace XX with your initials.
13. From the Life Event Reason list, select the life event (New Hire XX) that you created
earlier. When a person experiences the New Hire life event, the application allocates the
New Hire checklist to that person.
14. Click Apply to save the checklist
Creating a Checklist Task
In this example, you define a checklist task to arrange for a workstation and a telephone.
15. Click the icon in the Add Task column of the checklist template that you just created (New
Hire XX).
16. Type Arrange for Workstation and Phone in the Task Name field.
17. Click Apply to save the checklist task.
Triggering the Life Event
In this example, you use the People window to hire an employee called John Smith. You then
use the Assignment window to have John report to Blair Palmer.
18. Navigate to the People window.
(N) People > Enter and Maintain
Need to set DateTracking

Page 104
8.
Action needs to be Create Employment
19. In the People window, specify the information in the following table to hire an employee
called John Smith.
Field
Value
Last
Smith
First
John
Suffix
XX
Note: Replace XX with your initials
Gender
Male
Action
Employment
Social Security
Any unique ID in the format 999-99-9999.
Birth Date
02-JUN-1978
20. Save your work.

21. Click Assignment.
22. Click the Supervisor tab and select Palmer, Mr. Blair D. (Blair).
Viewing and Updating the Checklists
Responsibility: Manager Self-Service, Standard
23. Log on using bpalmer as the username and welcome as the password.
24. Select the Manager Self-Service, Standard responsibility and navigate to the Allocated
Checklists page.
25. (N) Manager Self-Service > Allocated Checklists
26. Click the Action icon to view the checklist for John.
27. At this point, as a manager, you can assign this task to someone else or choose to update it
yourself. Click the icon in the Update Task column (belonging to the Arrange for
Workstation and Phone task) and select Completed from the Status list.
In this demonstration, you learned how to set up the checklists feature.

Page 105

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R12 Oracle HRMS Work Structures Fundamentals Ed 2 Activity Guide - UK

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R12 Oracle HRMS Work

Oracle University and Egabi Solutions use only

Copyright Oracle, 2009. All rights reserved.

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R12 Oracle HRMS Work Structures Fundamentals Ed 2 Activity

Copyright Oracle, 2009. All rights reserved.

R12 Oracle HRMS Work Structures Fundamentals Ed 2 Activity Guide - UK

Use the System Administrator responsibility. For this practice, log in as

In this scenario, the position name

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R12 Oracle HRMS Work Structures Fundamentals Ed 2 Activity Guide - UK

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Practice - Defining Position Flexfield Structure

Oracle University and Egabi Solutions use only

Add the following values for the Region value set:

Copyright Oracle, 2009. All rights reserved.

R12 Oracle HRMS Work Structures Fundamentals Ed 2 Activity Guide - UK

Defining Position Key Flexfield

(N) Application > Flexfield > Key > Segments

Query the Position Key Flexfield using <Position%>.

Save your work.

Copyright Oracle, 2009. All rights reserved.

R12 Oracle HRMS Work Structures Fundamentals Ed 2 Activity Guide - UK

Oracle University and Egabi Solutions use only

Solution Defining Position Key Flexfield

Enter a number for the segment, such as 1 in the Number column.

R12 Oracle HRMS Work Structures Fundamentals Ed 2 Activity Guide - UK

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(N) Application > Flexfield > Key > Values

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R12 Oracle HRMS Work Structures Fundamentals Ed 2 Activity Guide - UK

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31. Save your work.

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R12 Oracle HRMS Work Structures Fundamentals Ed 2 Activity Guide - UK

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Use the System Administrator responsibility. For this practice, log in as

Navigate to the Key Flexfield Segment window.

Create segments using the following details:

Create value sets using the following details:

Freeze the flexfield definition, and compile it.

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R12 Oracle HRMS Work Structures Fundamentals Ed 2 Activity Guide - UK

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Practice - Defining Job Key Flexfield Structure

Add the following values to the value sets you create:

Values for Job Code

Not Applicable, Executive, Sales

Not Applicable, Executive, Sales, Manufacturing,

Not Applicable, Sales, Manufacturing, Admin