06.Ebs r12.1 Hcm 6 Self Service Hr

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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

Sel# Ser$ice HR


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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

features or functionality described for Oraclesproducts remains at the sole discretion ofOracle.

!afe "arbor !tatement


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© 2012 Oracle Corporation – Proprietary and Confidential -#-

$se of this !ite %&!ite'( or )aterials constitutes agreement with the following terms andconditions*

1. Oracle +orporation %&Oracle'( is pleased to allow its business partner %&artner'( todownload and copy the information, documents, and the online training courses%collectively, &)aterials( found on this !ite. The use of the )aterials is restricted to the non-commercial, internal training of the artners employees only. The )aterials may not be usedfor training, promotion, or sales to customers or other partners or third parties.

2. ll the )aterials are trademarks of Oracle and are proprietary information of Oracle.artner or other third party at no time has any right to resell, redistribute or createderivative works from the )aterials.

#. Oracle disclaims any warranties or representations as to the accuracy or completeness ofany )aterials. )aterials are provided as is without warranty of any kind, either e0press orimplied, including without limitation warranties of merchantability, tness for a particularpurpose, and non-infringement.

. $nder no circumstances shall Oracle or the Oracle uthori3ed 4elivery artner be liablefor any loss, damage, liability or e0pense incurred or su5ered which is claimed to haveresulted from use of this !ite of )aterials. s a condition of use of the )aterials, artneragrees to indemnify Oracle from and against any and all actions, claims, losses, damages,liabilities and e0penses %including reasonable attorneys6 fees( arising out of artners use ofthe )aterials.

7. 8eference materials including but not limited to those identied in the 9oot +ampmanifest can not be redistributed in any format without Oracle written consent.

Oracle Training )aterials : $sagegreement


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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% Sel# Ser$ice HR%


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© 2012 Oracle Corporation – Proprietary and Confidential -


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© 2012 Oracle Corporation – Proprietary and Confidential -=-

,odule Obecti$es

!erminatin' sence Management' C*ange

ssignment

Oracle ppr$als Management (ME)


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© 2012 Oracle Corporation – Proprietary and Confidential ->-

Personalization Frame&or%

O$er$ie"

) O$er$ie& of Personalization Frame&or%) Personalization 3e$els

) dmin Personalization Features

) /ser Personalization Features

) Profile Options /sed y O Personalization Frame&or%


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

O$er$ie"

) Personalization Frame&or% &hich allo&s to personalize an Oracle 4!

usiness +uite application pae &ithout modifyin any underlyincode to meet business re"uirements.

) #hese personalizations ne$er o$er&rite the e5istin base product /6

and are therefore preser$ed durin uprades and patches.

) 6t can be e5tracted from one en$ironment in flat file and can be loaded

to another en$ironment.

) llo&s confiuration at different le$els.



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Persnali+atin ,e$els

) llo&s confiurations at different le$els7

) De$elopers define confiurations at the localization le$el

) dministrators define confiurations at site8 responsibility and

function le$els

) ++'( users can define confiurations at user and portlet le$els


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Prece&ence

unctin

,cali+atin

Site

Respnsiilit.

/ser

Prtlet

&min0 le$elcn#iguratins

Regin ase &e#initin

Organi+atin


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


&min Persnali+atin eatures

@ Tailor te0t for labels,

prompts, and tipmessages

@"ideA!howcomponents

@8eorder components

@8estrict Buery results

@dd new items*elds, buttons, links,pick lists, images,

etc.@ Tailor graphs C charts

@!eed end-user views

@etc.


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/ser Persnali+atin eatures

Create and save

a search Tailor table

column titles

Hide/Show

columns Reorder columns

Add data flters

Change sortingorder


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) Personalization made at an dmin le$el can only be modified8

$ie&ed8 or deleted by an administrator at that respecti$e le$el.

) personalized $ie& made at the Portlet or /ser le$el can only be

modified8 $ie&ed8 or deleted from the portlet &here the $ie& &as

created or by the user &ho created the $ie&


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


Pr#ile Optins /se&

) Personalize +elf!+er$ice Defn 9F:D;C/+#O,;O;D4F6:6#6O:<

) F:D7 Personalization (eion 3in% 4nabled

9F:D;P4(+O:36=#6O:;(46O:;36:>;4:34D<

) Disable +elf!+er$ice Personal

9F:D;D6+34;O;C/+#O,6=#6O:+<


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© 2012 Oracle Corporation – Proprietary and Confidential -1


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

,odule Obecti$es

!erminatin' sence Management' C*ange

ssignment

Persnali+atin rame"r


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

Oracle ppro$al ,anaement 9,4<

) O$er$ie& of ppro$als

) Dynamic ppro$als

) Oracle ppro$als ,anaement 4nine 9,4<

) O$er$ie& of ,4 Components

) ppro$al Consideration


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


O$er$ie" # ppr$als


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) P, S3, Pacage % #hese are customized pac%aes

used to define the appro$al process.

) Oracle ppr$als Management (ME) is a &eb–based application&hich is interated &ith Oracle *or%flo& and &hich enables you todefine business rules to control your appro$als processes. *ith ,48you use its components to define your appro$al processes. #hey are

associated &ith a transaction type for a particular application.

) #he +elf +er$ice transaction re$ie& pae has a pro$ision for 4.namicappr$als 9dd!dhoc ppro$er


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4.namic ppr$als

) #he dynamic appro$als is default beha$ior for ++'( functions

) 6t can be enabled or disabled as re"uired.

) ++'( user can see the path of the transaction by displayin all

default appro$ers &ho &ill participate in the appro$al process.

) /ser initiatin the ++'( transaction can add additional appro$ers to

the appro$al chain and nominate additional notification recipients

9re$ie&ers< usin 5&& &*c ppr$er6 feature


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


) && &*c ppr$er

3uer. ase& n peplerecr& r /ser 7ame

&& s ppr$er' r 8Inl.

&& as re9uire& in t*er&er # appr$al


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ppr$al Management Engine

) ,4 is a &eb application pro$idin the follo&in ser$ices to callin

applications7) centralized rules repository for definin and sharin rules

) n e5ecution enine to e$aluate rules based on transaction specificdata

) 3ist manaement capabilities

) 'istory of appro$al statuses) ,4 does not manae the notification8 routin or responses fromappro$ers

) #hese remain the responsibility of the callin application or the&or%flo& process


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O$er$ie" # ME Cmpnents

CO,PO:4:# F/:C#6O:

ttributes ttributes are business $ariables &ith a sinle $alue for aparticular transaction

Conditions Conditions are the @if and thenA clauses in an appro$alrule and are defined as condition types

ppro$als n ppro$al is an instruction to ,4 on ho& to e5ecutean ppro$al #ype

(ules (ules associate conditions &ith appro$als by usin @if andthenA statements

roups n ordered set of one or multiple appro$ers used in pre orpost appro$als


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


ppr$al Cnsi&eratins

) Decide &hich transactions &ill route for appro$al and for &hich

roups of users re"uire appro$al for ++'( transactions

) ppro$als can $ary from section to section &ithin the same function8) For e5ample8 appro$al is re"uired for chanes to ,ain ddress but not for

chanes to Phone :umbers

) ppro$als can $ary from responsibility to responsibility) For e5ample8 some employees submit trainin re"uests to their manaer8

others submit them to the #rainin dministrator or both


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© 2012 Oracle Corporation – Proprietary and Confidential -2


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

#ermination8 bsence ,anaement8 Chane ssinment

sence Management

O$er$ie"

) 4mployees and &or%ers can only $ie& their o&n records and ma%echanes as re"uired &ith the help of the :Empl.ee Sel#-Ser$ice: (esponsibility.

) #his access is normally i$en to all people across the oranization.

) +ome of the 4mployee +elf!+er$ice Functions are7• Personal 6nformation /pdate

• 4ducation and Bualification /pdate

• pply for lea$e

• Competency Profile /pdate

•

(elease 6nformation


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

sence Management

) 3ea$e can be applied $ia self!ser$ice by employees or manaers

throuh bsence ,anaement function.) (e"uest multiple absences8 $ie& them in a summary format.

) ie& history of absences they ha$e ta%en.

) +ubmit a planned absence re"uest 9before the absence is ta%en< or aconfirmed re"uest 9either after the absence is completed or &hendates ha$e been finalized before the absence beins


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

ppl. #r lea$e

9:


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

Select &etails # lea$e t.pean& clic n ne;t

ppl. #r lea$e (Cnt&0)


# i ti b , t Ch i t


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Re$ie" &etails # lea$ean& clic n sumit #r

appr$al

ppl. #r lea$e (Cnt&0)

, d l Ob ti


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

,odule Obecti$es

Oracle ppr$als Management (ME)

Persnali+atin rame"r

# i ti b , t Ch i t


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© 2012 Oracle Corporation – Proprietary and Confidential -#-

C*ange ssignment

) ,anaers and professional users can $ie& their o&n records plus

the records for certain employees and &or%ers 9defined by securityprofile< &ith the help of the :Manager Sel#-Ser$ice: responsibility.

) /sually manaers ha$e access to the records for the employees or

&or%ers they super$ise. +ome of the ,anaer +elf!+er$ice functions

are 7) Chane ,anaer

) Chane ob

) #ermination


# i ti b , t Ch i t


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C*ange Manager

) #he Chane ,anaer function enables a user to perform the

follo&in operations on a selected employee and assinment7

) +pecify &hich other employees report to the selected employee

) (eassin the selected employee to report to a different manaer

) (eassin the selected employeeEs subordinates to one or more

manaers


#ermination bsence ,anaement Chane ssinment


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For Oracle employees and authorized partners only. Do not distribute to third parties.© 2012 Oracle Corporation – Proprietary and Confidential -#D-

9:


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For Oracle employees and authorized partners only. Do not distribute to third parties.© 2012 Oracle Corporation – Proprietary and Confidential -#


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For Oracle employees and authorized partners only. Do not distribute to third parties.© 2012 Oracle Corporation – Proprietary and Confidential -#=-

3uer. Select t*e7e" manager

C*ange Manager (Cnt&0)




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For Oracle employees and authorized partners only. Do not distribute to third parties.© 2012 Oracle Corporation – Proprietary and Confidential -#>-

Re$ie" all &etails an& clicn S/BMI!

C*ange Manager (Cnt&0)




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For Oracle employees and authorized partners only. Do not distribute to third parties.© 2012 Oracle Corporation – Proprietary and Confidential -?-

C*ange =

) #he Chane ob functionality in ++'( ,anaer +elf +er$ice allo&s a

,anaer to chane obs for 4mployees8 &hoEs records they &ouldha$e access to.

) For 6nstance8 6ncase of a promotion8 Chane in &or% profile

) ppro$als can be set for the chane as re"uired.




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For Oracle employees and authorized partners only. Do not distribute to third parties.© 2012 Oracle Corporation – Proprietary and Confidential -1-

C*ange =

9:


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C*ange =




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For Oracle employees and authorized partners only. Do not distribute to third parties.© 2012 Oracle Corporation – Proprietary and Confidential -#-

Select 7e" 5= title6

C*ange =




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For Oracle employees and authorized partners only. Do not distribute to third parties.© 2012 Oracle Corporation – Proprietary and Confidential --

Re$ie" an& Sumit

C*ange =




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!erminatin

) #he #ermination functionality in ++'( ,anaer +elf +er$ice

allo&s a ,anaer to initiate end employment for 4mployees8&hoEs records they &ould ha$e access to.

) For 6nstance8 6ncase of retirement or resination.

) ppro$als can be set for the chane as re"uired.




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For Oracle employees and authorized partners only. Do not distribute to third parties.© 2012 Oracle Corporation – Proprietary and Confidential -D-

!erminatin

9:


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For Oracle employees and authorized partners only. Do not distribute to third parties.© 2012 Oracle Corporation – Proprietary and Confidential -


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For Oracle employees and authorized partners only. Do not distribute to third parties.© 2012 Oracle Corporation – Proprietary and Confidential -=-

Select terminatin reasn#rm t*e list # $alues0

Optinall. enter cmmentsan& clic n 7e;t0

!erminatin




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For Oracle employees and authorized partners only. Do not distribute to third parties.© 2012 Oracle Corporation – Proprietary and Confidential ->-

Re$ie" t*e &etails an&sumit #r appr$al0

!erminatin



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For Oracle employees and authorized partners only. Do not distribute to third parties.© 2012 Oracle Corporation – Proprietary and Confidential -7?-

AQ&


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06.Ebs r12.1 Hcm 6 Self Service Hr

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