02.EBS R12.1 HCM 2 Core HR Workforce Management

8/15/2019 02.EBS R12.1 HCM 2 Core HR Workforce Management

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For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2012 Oracle Corporation – Proprietary and Confidential -1-

Oracle E-Business Suite R12 Human Capital Management (HCM)

Essentials Partner Bt Camp !raining Curse"are

#r$%rce Management


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The following is intended to outline ourgeneral product direction. It is intended forinformation purposes only, and may not beincorporated into any contract. It is not a

commitment to deliver any material, code, orfunctionality, and should not be relied upon inmaking purchasing decisions.

The development, release, and timing of any

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!afe "arbor !tatement


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© 2012 Oracle Corporation – Proprietary and Confidential --

;ey +ontent +ontributors

Contributin Companies


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R12& Oracle HRMS


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M'ule& Cre HR& #r$%rce Management


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© 2012 Oracle Corporation – Proprietary and Confidential -


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© 2012 Oracle Corporation – Proprietary and Confidential -=-

odule Obecti$es

Manage Oter Emplee *ata

Manage Emplee + ,ssignment *ata

Manage Emplee Salar

sing Persn + ,ssignment *..s

/l0al *eplment


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© 2012 Oracle Corporation – Proprietary and Confidential ->-

ser +ystem Person #ypes 3ssinment +tatus

Persn !pes&

) 3pplicant

) ,mployee

) Continent *or%er

) Candidate

) Dependent

) ,4!,mployee

,ssignment Statuses

) 3cti$e 3ssinment

) +uspended 3ssinment) #erminated 3ssinment

) 3cti$e 3pplication


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© 2012 Oracle Corporation – Proprietary and Confidential -1?-

Persn !pes

) #he first and foremost step in people manaement is to identify different

cateories of people you are oin to manae.

) ost of the oranizations enerally maintain follo&in cateories of

people5

) 3pplicants 5 People &ho ha$e applied for a $acancies in the Oranizations.

3pplicant can internal or e4ternal to your oranization.

) ,mployees 5 #hese people ha$e direct employment contract &ith the

company. #hese people &ill be on the company payroll and their

compensation and benefits information &ould be maintained by company.

) Continent *or%ers 5 #hey are normally billed to the oranization.#hey &ill not be on the company payroll. Continent &or%ers are

normally supplied by consultancy firms for a specific tas%. Continent

&or%ers supplier details can be stored in their assinments.



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Persn !pes

) Others5 #hese are person types6 that are not directly associated &ith

the enterprise. #hey could be directly or indirectly related to employeesof the oranization. +ome such person types could be candidates6contact or e4ternal people.

) Person types functionality a$ailable in Oracle '(+ is used tocateories &or%force in the oranization.

) Oracle '(+ comes &ith predefined person types to cateorize&or%force6 these are termed as 7+ystem Person #ypes8 in Oracle'(+. +ystem person types can be e4tended by definin your o&nperson type to represent &or%force more accurately.

) ,ach system person type comes &ith one correspondin user persontype. 9ou can define more user person types correspondin to systemperson type.


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© 2012 Oracle Corporation – Proprietary and Confidential -1#-


Persn !pes

:;< Other Definitions = Person #ypes


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Persn !pes sages

) >n Oracle '(+ date effecti$e chanes to person types is done from

Person #ype saes &indo& and not from People &indo&.

) ?enerally person type chanes &ithin the same system person typeare independent of other personal information.

) For e4ample6 for system person type ,mployee you could ha$e t&ouser person types namely Permanent and #emporary. On satisfactoryperformance durin temporary period6 employee can be con$erted topermanent %eepin all other details intact.

) +napshot depictin person type usaes is sho&n in the ne4t slide.


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Persn !pes sages

:;< People = ,nter and aintain


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© 2012 Oracle Corporation – Proprietary and Confidential -1@-


,ssignment Statuses

) On the line of person types6 assinment statuses need to be

defined to %eep trac% of proress of employees6 applicants orcontinent &or%ers durin their tenure &ith the oranization.

) For employees and continent &or%ers6 Oracle '(+ comes

&ith the follo&in predefined system statuses.

) 3cti$e 3ssinment

) +uspend 3ssinment

) #erminate 3ssinment

) ,nd


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© 2012 Oracle Corporation – Proprietary and Confidential -1


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© 2012 Oracle Corporation – Proprietary and Confidential -1=-


,ssignment Statuses

:;< *or% +tructure = +tatus


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© 2012 Oracle Corporation – Proprietary and Confidential -1>-

odule Obecti$es


ser + Sstem Persn !pes + ,ssignment Status

Manage Emplee Salar


/l0al *eplment


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© 2012 Oracle Corporation – Proprietary and Confidential -2?-

anae ,mployee 3ssinment Data


) 'irin a ne& person

) Promotion

) #ransfer

) #erminatin an employee


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Hiring a e" Persn

) Oracle '(+ people &indo& can be used to hire a person. Once a

person is hired6 Oracle '(+ creates a default assinment pointin to abusiness roup.

) People &indo& enables you to trac% history of the people from day one

till the day they lea$e the oranization.

) People is a 'ate trac$ &indo& that enables you to %eep continuous

history of all chanes to a person@s record. >t enables you to do chanes

as on effecti$e date6 &hich could be past or future date. Oracle '(+

enables you to update date trac% information in t&o modes.

) Correction5 Correct the e4istin record.

) pdate5 Aeep history of chanes.


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Hiring a e" Persn

Follo&in actions need to be used to hire a person.

) Create 3pplicant5 #his action enables to hire a person &ith the systemstatus of 73pplicant8. #ypically6 3pplicants are stored in the systemaainst $acancies. Once 3pplicant@s assinment is 73ccepted86 3pplicantcan be hired as an ,mployee or Continent *or%er usin action 7'ire 3pplicant8 or 7Create Placement8 respecti$ely.

) Create ,mployment5 #his action enables you to hire a person as an,mployee. >n case6 all recruitment acti$ities carried out offline6 this actionneeds to be used to hire a person an ,mployee.

) Create Placement5 #his action needs to selected6 in case a person

needs to be placed as continent &or%er.

) Create Other5 #his action needs to selected for other person types suchas contacts6 e4ternal person li%e candidates6 etc.



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© 2012 Oracle Corporation – Proprietary and Confidential -2#-


Hiring a e" Persn

) Oracle '(+ e4pects follo&in minimum information to create a ne&

person successfully5) ;ame

) 3ction #ype

) ?ender

) Date of Birth

) #hese are indicati$e6 the actual number of mandatory field &oulddepends on the leislation in force. For e4ample6 for + leislationadditionally information for ,thnic oriin6 (eliion6 Disabilities and?ender needs to be entered.


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Hiring a e" Persn



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,ssignment *ata

) *hen you hire an employee or continent &or%er6 default primary

assinment automatically ets created. 9ou need to modify anassinment to enter Oranization6 3ssinment +tatus6 ob6 Position6

-ocation6 Payroll6 +uper$isory information and other rele$ant

information to represent person@s correct roles and responsibilities.

) 3n employee or continent &or%er may ha$e more than one role and inthat case6 you need to reister multiple assinments to represent

correct role definitions.

) 3t a particular point of time6 a person can ha$e only one primary

assinment6 rest all &ould be considered as secondary in nature.


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© 2012 Oracle Corporation – Proprietary and Confidential -2@-

,ssignment *ata

Clic% on the 3ssinment Button




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© 2012 Oracle Corporation – Proprietary and Confidential -2


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© 2012 Oracle Corporation – Proprietary and Confidential -2=-

Emplee Prmtin


) Based on the recommendation and appro$als6 system is updated &ith the ne&position &ith the effecti$e date of chane.



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© 2012 Oracle Corporation – Proprietary and Confidential -2>-

Mass Psitin p'ate

:;< *or% +tructures = Position = ass Position pdate

)Based on the recommendation and appro$als6 system is updated &ith the ne&position &ith the effecti$e date of chane.



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© 2012 Oracle Corporation – Proprietary and Confidential -#?-

Emplee !rans%er

) Due to the chanin business en$ironment and business needs6

employees are transferred to different departments or location ormanaers.

) aor Business ,$ents li%e Oranization restructure6 ,mployee(esinations6 Business ,4pansion6 etc &ould lead to employee

transfer.

BusinessEent

CangeManagement

!rans%erRecmmen'atin

,ppral CcleSstem p'ate+ Pu0lis


, l 3 i t D t


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© 2012 Oracle Corporation – Proprietary and Confidential -#1-

Emplee !rans%er


) Based on the recommendation and appro$als6 system is updated &ith thene& department6 location andor rade &ith the effecti$e date of chane.



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Emplee !rans%er-Mass !rans%er

:;< People = ass pdate for Person = ass pdate of ,mployee

3ssinments)Based on the recommendation and appro$als6 system is updated &ith the

ne& oranization &ith the effecti$e date of chane.


, l 3 i t D t


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© 2012 Oracle Corporation – Proprietary and Confidential -##-


!erminating an Emplee

) On discontinuation of ser$ice6 ,mployee needs to terminated in

Oracle '(+. #o end the all assinments at the same time6 you needto select ,nd ,mployment.

) #o terminate one of the non primary assinment6 you need to chane 3ssinment status either to #erminate or to ,nd.

) Follo&in information needs to be recorded at the time of termination5) -ea$in (eason5 (easons can be specified usin 7-,3/E(,3+8 loo%up.

) ser Person #ype5 Person type to be sho&n after termination.

, l 3 i t D t


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© 2012 Oracle Corporation – Proprietary and Confidential -#-



) Dates are of the utmost importance at the time of termination6 as it

decides the last day for the payroll run. Follo&in dates need to beentered5

) ;otified5 Date on &hich intent of termination has been notified to rele$ant

authority. #his date is for information only.

) Proected5 Proected date of termination. #his date is also for information

only.) 3ctual5 #his is the date on &hich person type chanes to ,4!employee.

) -ast +tandard Process5 >n case Oracle Payroll is implemented6 last standardprocess date needs to be entered. #his is the last date for normal processin.

) Final Process Date5 >f employee@s pay needs to be processed after his or hertermination6 Final process date should be later than the actual date6other&ise it has to be blan%.

, l 3 i t D t


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) +elect the employee &ho needs to be terminated6 clic% on Otherbutton of people screen and select end employment

, l 3 i t D t


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Reerse !erminate

) >n case employee@s termination is to be cancelled :not rehire< for any

specific reason6 oracle '(+ i$es (e$erse #erminate functionality tocancel termination.

) :;< People = ,nter andaintain

) (e$erse #ermination

button of endemployment form to beused to re$erseterminate an employee

anae ,mplo ee 3ssinment Data


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For Oracle employees and authorized partners only. Do not distribute to third parties.© 2012 Oracle Corporation – Proprietary and Confidential -#n case of termination of continent &or%er6 ,nd Placement needs to be

selected.

) On actual date of termination6 person type &ill chane to ,4!continent

&or%er.

) Only 3ctual #ermination date needs to be supplied for the termination

of continent &or%ers6 as they are not on the company@s payroll.




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) Clic% on the Other Button and select ,nd Placement


odule Obecti$es


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odule Obecti$es



Manage Emplee Salar


/l0al *eplment

anae Other ,mployee Data


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) Create and anae Contracts) ualifications

) edical 3ssessments



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Emplee Cntracts

) Companies can enter and maintain employee contracts in oracle

application.) /arious 3ttributes of the contract are captured on the contracts

screen and are lin%ed to the employees assinment.

) #he contract document can be enerated from the application to

ha$e the consents from employee and the employer and store it in

the application for further references.



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Emplee Cntracts


) Clic% on the Other Button and select Contracts



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Manage Cntacts

:;< People = anae Contracts



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*e%ine Emplee 3uali%icatins

) ualifications of the employee are maintained in the system for

references.) Oracle 3pplications allo& you to maintain multiple Derees6

Diplomas6 3&ards6 Certifications6 -icenses6 #rainins6 etc achie$ed

by the employee.



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Enter Scls an' Clleges ,tten'e'


) Clic% on the Other Button and select +chools and Collees 3ttended



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Enter 3uali%icatins


) Clic% on the Other Button and select ualifications



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Enter Me'ical ,ssessments


) Clic% on the Other Button and select edical 3ssessments

odule Obecti$es


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odule Obecti$es





/l0al *eplment

Manage Emplee Salar


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Manage Emplee Salar

Oerie"

) Create +alary ,lement

) /alidate +alary ,ntries

) Define +alary Basis

) 3ttach +alary Basis

) +alary Basis 3ppro$al

Manage Emplee Salar


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Manage Emplee Salar

Salar ,'ministratin

) +alary 3dministration is useful to manae efficiently the basic

remuneration that employees recei$e.

) +alary 3dministration in$ol$es follo&in steps5

) Create +alary ,lement

) /alidate +alary ,ntries

) -in% +alary ,lement

) Define +alary Basis

) 3ttach +alary Basis

) +alary Basis 3ppro$al

Manage Emplee Salar


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Manage Emplee Salar

Create Salar Element

) 3t least one salary element is re"uired for each salary basis

) ,lement is created usin Define ,lement +creen

) ,lement needs to be an (ecurrin ,arnins and non +tandard,lement. >t should contain at least one input $alue.

) >f same element needs to be associated &ith more than one salarybasis6 create one input $alue for each salary basis.

Manage Emplee Salar


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Manage Emplee Salar

4ali'ate Salar Entries

) /alidation of $alues entered for the salary element can be done in t&o

&ays5) ?rade (ate

) >nput /alue /alidation

/ra'e Rate

) +alary ?rade (ate can be defined &ith minimum6 mid and ma4imum

$alues for a ?rade.) #his can be attached to salary basis to $alidate the salary

) #his $alidation occurs only if rade is attached to the employee.

Input 4alue 4ali'atin

) +tandard >nput /alidations li%e ma4imum6 minimum or $alidation

formula can also be used.

Manage Emplee Salar


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Manage Emplee Salar

*e%ine Salar Basis

) +alary Basis defines the fre"uency at &hich employee is paid +alary.

) One ,lement and >nput $alue are attached to the salary basis. #his

ets automatically attached &hile definin the salary for the employee.

) ?rade (ate is attached to +alary Basis in order to $alidate the salary

based on ?rade and in6 a4 salaries defined in the ?rade (ate.

Manage Emplee Salar


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Manage Emplee Salar

*e%ine Salar Basis

:;< #otal Compensation = Basic = +alary Basis

Manage Emplee Salar


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Manage Emplee Salar

,ttac Salar Basis

) +alary Basis is attached to employee usin the salary information

reion of the 3ssinment &indo&.

) +alary can be attached to the employee after salary basis is attached

to the employee.

) >f ?rade is attached to employee and ?rade (ate is attached to the

salary basis then system $alidates the salary entered.

) +ystem only &arns if salary is out of rane.

Manage Emplee Salar


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Manage Emplee Salar

Salar Basis ,ppral

) >f salary is modified or ne& salary is entered then appro$al is re"uired.

+alary &ould be in proposed status till it is appro$ed.

) >n order to appro$e the salary chane function 7+alary 3dministration5

3ppro$e8 needs to be attached to the menu.

) 3ppro$al is done throuh +alary anaement &indo&.

Manage Emplee Salar


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Manage Emplee Salar

Salar Basis ,ppral

:;< People = +alary anaement

odule Obecti$es


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Manage Emplee Salar

/l0al *eplment

sin Person 3ssinment DFFs


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Oerie"

) Person 3ssinment DFFs are pro$ided in oracle application to

capture additional information on person and assinment le$els6 &hich

has not been captured in the standard people and assinment forms.

) #he e4ample of additional information captured on Person le$el is

7?lobal >D86 7Country of Oriin86 etc and assinment le$el is 7P3 Billin

#itle86 7o$e ,mployee Fla86 etc

) Person and 3ssinment DFFs are conte4t based. 3 conte4t!sensiti$e

DFFs are DFF that may or may not appear dependin upon &hat other

information is present in your form.

) For e4ample >f &e are enterin record for an ,mployee6 &e &ant to capturecertain informationG on the other hand6 if &e are enterin record for an

3pplicant6 then &e &ant to capture some other custom information. #his

can be achie$ed by definin different conte4ts as 3P- and ,P



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Persn *..




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*e%ining Persn *..

:;< 3pplication = Fle4field = Descripti$e = +ements



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,ssignment *..

:;< People = ,nter and aintain = 3ssinment


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odule Obecti$es


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Manage Emplee Salar


?lobal Deployment


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) Create Deployment Proposal

) >nitiatin Deployment

) >nitiatin (eturn :+econdment<

?lobal Deployment


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p y

Oerie"

) ?lobal Deployment is a ne&ly introduced functionality in (126 &herein

unli%e earlier $ersions of Oracle '(+ automatic transfers ofemployees across business roups can be performed seamlessly.

) ?lobal deployment caters to5

) Permanent #ransfers

) #emporary #ransfers :+econdments<

) >n an enterprise6 employees miht be re"uired to be transferredbet&een business roups to support business. #his transfer could be

permanent or temporary in nature. ?lobal deployment functionality

enables you to effect such mo$ement of people bet&een t&o business

roups.

) +ource business roup5 Business roup from &here person to betransferred.

) Destination business roup5 Business roup in &hich person to betransferred.

?lobal Deployment


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) Oracle '(+ facilitates to monitor proress of such transfer usin deploymentproposal.

Emplee *ata .l" in /l0al *eplment

) ?lobal Deployment not create optional records6 such as the competency

profile6 "ualifications records6 3ddress6 +># and ,># information.

) ?lobal Deployments function has no effect on payroll and benefits setup.

One need to supply additional pay and benefits information for the

employee.

) #he application creates basic assinment information. 9ou are

recommended to re$ie& the assinment record and complete it as

re"uired.

) >n + one cannot assin payroll till employee address is entered. +ince

lobal deployment doesn@t transfer address payroll field left blan% in the

destination business roup.

?lobal Deployment


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to release employee information for destination business roup.

) (elease information is a mechanism to rant access for a person@s

information6 &ho is to be transferred6 to a person in destination

business roup.

?lobal Deployment


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?lobal Deployment


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For Oracle employees and authorized partners only. Do not distribute to third parties.© 2012 Oracle Corporation – Proprietary and Confidential -n case of secondment6 once deployment has started6 status&ould be acti$e till the deployment completes6 it means personshould ha$e returned to source business roup. #his statusdoes not apply to transfers.

) Cmplete

) 3s it indicates6 on completion of deployment status &ould

sho& complete. >t means in case of transfers person should

ha$e been deployed in destination business roup

successfully and in case of secondment6 person should ha$e

returned to source business roup.

?lobal Deployment


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+tep 2 ! :;< People = ?lobal Deployment

?lobal Deployment


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+tep I ! :;< People = ?lobal Deployment

?lobal Deployment


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+tep J ! :;< People = ?lobal Deployment

?lobal Deployment


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Initiating *eplment - Oerie"

) Once deployment proposal is created6 authorized person from

destination business roup can initiate deployment in the ?lobal

Deployment screen.

?lobal Deployment


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Initiating *eplment

:;< People = ?lobal Deployment

?lobal Deployment


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Initiating *eplment


,%ter selecting 6es in te "arning page7 sstem gies tecn%irmatin message

?lobal Deployment


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© 2012 Oracle Corporation – Proprietary and Confidential -=7-

Initiating Return (Secn'ment) - Oerie"

) >n case of +econdment6 once the ob is done6 authorized person from

destination B? can initiate return.

) On return6 person@s assinment &ill become acti$e in source B?.

?lobal Deployment


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Thank You

02.EBS R12.1 HCM 2 Core HR Workforce Management

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Transcript of 02.EBS R12.1 HCM 2 Core HR Workforce Management