Set Up Task: Installation Table · Set Up Task: Regional Transactions Navigation: Set Up HCM >...

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1 HCM Configuration Guide - Shared Tasks HCM-008-CFG Human Resources Set Up Task: Installation Table Navigation: Set Up HCM > Install > Installation Table Set Up Classification: Shared Sequence: 002.001 Task Description: Specify the PeopleSoft applications for your installation. Gold environment will be setup manually - one time for environment.

Transcript of Set Up Task: Installation Table · Set Up Task: Regional Transactions Navigation: Set Up HCM >...

Page 1: Set Up Task: Installation Table · Set Up Task: Regional Transactions Navigation: Set Up HCM > Install > Regional Transactions Set Up Classification: Shared Sequence: 003.001 Task

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HCM Configuration Guide - Shared Tasks HCM-008-CFG

Human Resources Set Up Task: Installation Table

Navigation: Set Up HCM > Install > Installation Table

Set Up Classification: Shared

Sequence: 002.001

Task Description: Specify the PeopleSoft applications for your installation. Gold environment will be setup manually - one time for environment.

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Page 3: Set Up Task: Installation Table · Set Up Task: Regional Transactions Navigation: Set Up HCM > Install > Regional Transactions Set Up Classification: Shared Sequence: 003.001 Task

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Page 4: Set Up Task: Installation Table · Set Up Task: Regional Transactions Navigation: Set Up HCM > Install > Regional Transactions Set Up Classification: Shared Sequence: 003.001 Task

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HCM Configuration Guide - Shared Tasks HCM-008-CFG

Human Resources Set Up Task: Regional Transactions

Navigation: Set Up HCM > Install > Regional Transactions

Set Up Classification: Shared

Sequence: 003.001

Task Description: Validate set up of delivered Regional Transactions HANDS and STANDARD, which are used for specific Transaction Types (2 rows).

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HCM Configuration Guide - Shared Tasks HCM-008-CFG

Human Resources Set Up Task: Country Table

Navigation: Set Up HCM > Install > Country Table

Set Up Classification: Shared

Sequence: 004.001

Task Description: Validate setup of delivered Country code information for USA, as defined by ISO (1 row).

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HCM Configuration Guide - Shared Tasks HCM-008-CFG

Human Resources Set Up Task: State/Province

Navigation: Set Up HCM > Install > State/Province

Set Up Classification: Shared

Sequence: 005.001

Task Description: Validate existence of delivered state information for USA country code (91 rows).

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HCM Configuration Guide - Shared Tasks HCM-008-CFG

Human Resources Set Up Task: Regulatory Region

Navigation: Set Up HCM > Install > Regulatory Region

Set Up Classification: Shared

Sequence: 006.001

Task Description: Validate set up of delivered regulatory region for USA (1 row).

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Page 13: Set Up Task: Installation Table · Set Up Task: Regional Transactions Navigation: Set Up HCM > Install > Regional Transactions Set Up Classification: Shared Sequence: 003.001 Task

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HCM Configuration Guide - Shared Tasks HCM-008-CFG

Human Resources Set Up Task: Frequency Default by Country

Navigation: Set Up HCM > Foundation Tables > Compensation Rules > Default Frequency by Country

Set Up Classification: Shared

Sequence: 007.000

Task Description: Validate setup of delivered Frequency Defaults by Country for the USA country code.

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HCM Configuration Guide - Shared Tasks HCM-008-CFG

Human Resources Set Up Task: Record Group

Navigation: PeopleTools > Utilities > Administration > Record Group

Set Up Classification: Shared

Sequence: 018.001

Task Description: Validate existence of delivered/migrated record groups (91 rows).

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HCM Configuration Guide - Shared Tasks HCM-008-CFG

Human Resources Set Up Task: Org Defaults by Permission List

Navigation: Set Up HCM > Foundation Tables > Organization > Org Defaults by Permission List

Set Up Classification: Shared

Sequence: 027.001

Task Description: Validate existence of primary permission lists migrated during cutover (224 rows).

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Page 18: Set Up Task: Installation Table · Set Up Task: Regional Transactions Navigation: Set Up HCM > Install > Regional Transactions Set Up Classification: Shared Sequence: 003.001 Task

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HCM Configuration Guide - Shared Tasks HCM-008-CFG

Human Resources Set Up Task: National ID Type

Navigation: Set Up HCM > Foundation Tables > Personal > National ID Type

Set Up Classification: Shared

Sequence: 037.001

Task Description: Validate existence of delivered types of national identifiers for USA country code (1 row).

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HCM Configuration Guide - Shared Tasks HCM-008-CFG

Human Resources Set Up Task: Name Type

Navigation: Set Up HCM > Foundation Tables > Personal > Name Type

Set Up Classification: Shared

Sequence: 038.001

Task Description: Validate existence of delivered name types that can be recorded for a person (10 rows).

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HCM Configuration Guide - Shared Tasks HCM-008-CFG

Human Resources Set Up Task: Frequency Table

Navigation: Set Up HCM > Foundation Tables > Compensation Rules > Frequency Table

Set Up Classification: Shared

Sequence: 040.001

Task Description: Validate the existence of delivered frequency codes for use in payroll processing (20 rows).

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HCM Configuration Guide - Shared Tasks HCM-008-CFG

Human Resources Set Up Task: Direct Reports Setup

Navigation: Set Up HCM > Common Definitions > Direct Reports for Managers > Direct Reports Setup

Set Up Classification: Shared

Sequence: 047.001

Task Description: Validate existence of delivered Component Names related to direct reports configuration for self-service transactions (45 rows).

Component Name Market

CO_PE_EXP_LIC Global

CO_PE_EXP_MEMB Global

CO_PE_MGRRPTS_COMP Global

CO_PE_MGRRPTS_EN Global

CO_PE_MGR_BIRTHDAY Global

CO_PE_MGR_BIRTH_EN Global

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Component Name Market

CO_PE_MGR_HIREDT Global

CO_PE_MGR_HIRE_EN Global

CO_PE_MGR_TRAINING Global

CO_PE_MSOVRCMPT Global

CO_PE_TRN_MGR_EN Global

GPCH_ABS_ADD_MGR_L Global

GPCH_ABS_REQ_MGR_L Global

GPCH_ABS_VW_MGR_L Global

GPCH_OT_STA_MGR_L Global

GPCH_OT_VW_MGR_L Global

GPCH_OT_VW_PA_L Global

HD_360_COMPONENT Global

HRS_PE_MGR_SUMM Global

HR_COMPETENCIES Global

HR_DR_TRN_SUMMARY Global

HR_EDUCATION Global

HR_HONORS_AWARDS Global

HR_LANGUAGES Global

HR_LIC_CERT Global

HR_MEMBERSHIPS Global

HR_PCMP_MGR_DEVREC Global

HR_PCMP_MGR_DEVREV Global

HR_PCMP_MGR_RIKPI Global

HR_PCMP_MGR_RIOBS Global

HR_PCMP_T_DEVREV Global

HR_PCMP_T_RIKPI Global

HR_PCMP_T_RIOBS Global

HR_PROF_TRAINING Global

HR_SALCHANGE_LNK Global

HR_SS_MG_COMP_LINK Global

HR_SS_TC_MGREV_LNK Global

HR_SUCC_PLN_MGR Global

SS_DR_EEP Global

ST_MGR_GRNT_LAUNCH Global

TRN_REQUEST_LNK Global

TRN_REQUEST_ORG Global

UX_DIRECTS_PLT Global

WC_JCR_LAUNCH Global

WC_JCR_LAUNCH_HR Global

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HCM Configuration Guide - Shared Tasks HCM-008-CFG

Human Resources Set Up Task: Transaction Categories

Navigation: Set Up HCM > Common Definitions > Self Service > Transaction Categories

Set Up Classification: Shared

Sequence: 049.001

Task Description: Define Workflow Transaction Categories for HR_TRANSACTIONS and TIME (2 rows).

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HCM Configuration Guide - Shared Tasks HCM-008-CFG

Human Resources Set Up Task: Schools

Navigation: Set Up HCM > Common Definitions > School Information > Schools

Set Up Classification: Shared

Sequence: 078.001

Task Description: Validate existence of all USG institutions in the delivered listing of public schools in the state of Georgia (93 rows).

Country Descr School Cd State Public/Private Minority Institution

USA Abraham Baldwin Agricultural C 154100 GA Public N

USA Abraham Baldwin Agricultural C 154102 GA Public N

USA Abraham Baldwin Agricultural C 154101 GA Public N

USA Albany State University 154400 GA Public Y

USA Armstrong Atlantic State Unive 154602 GA Public N

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Country Descr School Cd State Public/Private Minority Institution

USA Armstrong Atlantic State Unive 154601 GA Public N

USA Armstrong Atlantic State Unive 154600 GA Public N

USA Atlanta Metropolitan College 1216500 GA Public N

USA Augusta State University 155200 GA Public N

USA Bainbridge College 1107400 GA Public N

USA Clayton College & State Univer 897601 GA Public N

USA Clayton College & State Univer 897600 GA Public N

USA Coastal Georgia Community Coll 155803 GA Public N

USA Coastal Georgia Community Coll 155804 GA Public N

USA Coastal Georgia Community Coll 155802 GA Public N

USA Coastal Georgia Community Coll 155801 GA Public N

USA Coastal Georgia Community Coll 155800 GA Public N

USA Coastal Georgia Community Coll 155805 GA Public N

USA Columbus State University 156100 GA Public N

USA Columbus State University - Fl 156102 GA Public N

USA Columbus State University - Fo 156105 GA Public N

USA Columbus State University - Ge 156101 GA Public N

USA Columbus State University - Ge 156106 GA Public N

USA Columbus State University - Gr 156103 GA Public N

USA Columbus State University - La 156107 GA Public N

USA Columbus State University - Su 156104 GA Public N

USA Dalton State College 395600 GA Public N

USA Darton College 154300 GA Public N

USA Darton College - Archbold Hosp 154301 GA Public N

USA Darton College - Crisp Regiona 154302 GA Public N

USA East Georgia College 1099700 GA Public N

USA Fort Valley State University 156600 GA Public Y

USA Fort Valley State University - 156602 GA Public Y

USA Fort Valley State University - 156601 GA Public Y

USA Georgia College & State Univer 160203 GA Public N

USA Georgia College & State Univer 160202 GA Public N

USA Georgia College & State Univer 160200 GA Public N

USA Georgia College & State Univer 160201 GA Public N

USA Georgia Perimeter College 156200 GA Public N

USA Georgia Perimeter College - No 156201 GA Public N

USA Georgia Perimeter College- Cen 156202 GA Public N

USA Georgia Perimeter College-Gwin 156203 GA Public N

USA Georgia Perimeter College-Rock 156204 GA Public N

USA Georgia Southern University 157200 GA Public N

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Country Descr School Cd State Public/Private Minority Institution

USA Georgia Southern University - 157205 GA Public N

USA Georgia Southern University - 157204 GA Public N

USA Georgia Southern University - 157201 GA Public N

USA Georgia Southern University - 157202 GA Public N

USA Georgia Southern University - 157203 GA Public N

USA Georgia Southwestern State Uni 157301 GA Public N

USA Georgia Southwestern State Uni 157300 GA Public N

USA Georgia State University 157400 GA Public N

USA Georgia State University - Alp 157401 GA Public N

USA Gordon College 157500 GA Public N

USA Keller Graduate School of Mana 2075414 GA Public N

USA Keller Graduate School of Mana 2075442 GA Public N

USA Keller Graduate School of Mana 2075426 GA Public N

USA Keller Graduate School of Mana 2075424 GA Public N

USA Keller Graduate School of Mana 2075423 GA Public N

USA Keller Graduate School of Mana 2075413 GA Public N

USA Keller Graduate School of Mana 2075454 GA Public N

USA Kennesaw State University 157700 GA Public N

USA Middle Georgia College 158100 GA Public N

USA Middle Georgia College - Dubli 158101 GA Public N

USA North Georgia College & State 158500 GA Public N

USA North Georgia College & State 158501 GA Public N

USA Savannah State University 159000 GA Public Y

USA South Georgia College 159200 GA Public N

USA South Georgia College 159202 GA Public N

USA South Georgia College 159201 GA Public N

USA South Georgia College-Waycross 159203 GA Public N

USA Southern Polytechnic State Uni 157000 GA Public N

USA State University of West Georg 160100 GA Public N

USA State University of West Georg 160104 GA Public N

USA State University of West Georg 160103 GA Public N

USA State University of West Georg 160101 GA Public N

USA State University of West Georg 160102 GA Public N

USA University of Georgia 159800 GA Public N

USA University of Georgia - Buckh 159805 GA Public N

USA University of Georgia - Abraha 159804 GA Public N

USA University of Georgia - Fort V 159801 GA Public N

USA University of Georgia - Gwinne 159803 GA Public N

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Country Descr School Cd State Public/Private Minority Institution

USA University of Georgia Sch of V 2479400 GA Public N

USA Valdosta State University 159900 GA Public N

USA Valdosta State University - Ab 159905 GA Public N

USA Valdosta State University - Al 159908 GA Public N

USA Valdosta State University - Co 159902 GA Public N

USA Valdosta State University - Co 159909 GA Public N

USA Valdosta State University - Ki 159903 GA Public N

USA Valdosta State University - Mo 159904 GA Public N

USA Valdosta State University - So 159906 GA Public N

USA Valdosta State University - Wa 159907 GA Public N

USA Valdosta State University-Alba 159901 GA Public N

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HCM Configuration Guide - Shared Tasks HCM-008-CFG

Human Resources Set Up Task: School Types

Navigation: Set Up HCM > Common Definitions > School Information > School Types

Set Up Classification: Shared

Sequence: 079.001

Task Description: Validate existence of delivered school types for the USA (7 rows).

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HCM Configuration Guide - Shared Tasks HCM-008-CFG

Human Resources Set Up Task: Majors

Navigation: Set Up HCM > Common Definitions > School Information > Majors

Set Up Classification: Shared

Sequence: 080.001

Task Description: Validate existence of delivered majors and areas of study for institutions (first 300 rows displayed … 2118 total).

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HCM Configuration Guide - Shared Tasks HCM-008-CFG

Human Resources Set Up Task: Configure Direct Reports UI

Navigation: Set Up HCM > Common Definitions > Direct Reports for Managers > Configure Direct Reports UI

Set Up Classification: Shared

Sequence: 090.001

Task Description: Validate existence of delivered logical transactions or UI behavior for ePerformance and eProfile (commercial and federal) self-service applications (52 rows).

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HCM Configuration Guide - Shared Tasks HCM-008-CFG

Human Resources Set Up Task: Invoke Direct Reports API

Navigation: Set Up HCM > Common Definitions > Direct Reports for Managers > Invoke Direct Reports API

Set Up Classification: Shared

Sequence: 094.001

Task Description: Validate the existence of a delivered Class Method used to invoke the HR Direct Reports API.

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HCM Configuration Guide - Shared Tasks HCM-008-CFG

Human Resources Set Up Task: Ethnic Groups

Navigation: Set Up HCM > Product Related > Workforce Administration > Ethnic Groups

Set Up Classification: Shared

Sequence: 167.002

Task Description: Validate existence of delivered codes for the USA setid, used to identify various ethnic groups of employees (7 rows).

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HCM Configuration Guide - Shared Tasks HCM-008-CFG

Human Resources Set Up Task: Visas/Permits

Navigation: Set Up HCM > Product Related > Workforce Administration > Visas/Permits

Set Up Classification: Shared

Sequence: 169.001

Task Description: Validate existence of delivered USA codes for employee visa and permits (85 rows).

Country Visa/Permit Type Visa/Permit Classification Description

USA A1 Visa Foreign Government Officials

USA A2 Visa Foreign Government Officials

USA A3 Visa Foreign Government Officials

USA ASL WorkPermit Asylum Status

USA B1 Visa Visitors

USA B2 Visa Visitors

USA C1 Visa Aliens in Transit

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Country Visa/Permit Type Visa/Permit Classification Description

USA C1D Visa Aliens in Transit

USA C2 Visa Aliens in Transit

USA C3 Visa Aliens in Transit

USA C4 Visa Aliens in Transit

USA CPM Residence Conditional Permanent Resident

USA D1 Visa Crewmen

USA D2 Visa Crewmen

USA E1 Visa Trty Traders and Trty Invstrs

USA E2 Visa Trty Traders and Trty Invstrs

USA E3 Visa Temporary Workers

USA E3D Visa Temporary Worker - Dependant

USA EAC WorkPermit Employment Authorization Card

USA F1 Visa Academic Students

USA F2 Visa Academic Students

USA G1 Visa Frgn Gov Officl Intrl Orgnztn

USA G2 Visa Frgn Gov Officl Intrl Orgnztn

USA G3 Visa Frgn Gov Officl Intrl Orgnztn

USA G4 Visa Frgn Gov Officl Intrl Orgnztn

USA G5 Visa Frgn Gov Officl Intrl Orgnztn

USA H1B Visa Temporary Workers

USA H1C Visa Temporary Workers

USA H2A Visa Temporary Workers

USA H2B Visa Temporary Workers

USA H3 Visa Temporary Workers

USA H4 Visa Temporary Workers

USA I Visa Foreign Media Rep

USA J1 Visa Exchange Visitors

USA J2 Visa Exchange Visitors

USA K1 Visa Fiance(e) of US Citizen

USA K2 Visa Fiance(e) of US Citizen

USA K3 Visa Fiance(e) of US Citizen

USA K4 Visa Fiance(e) of US Citizen

USA L1A Visa Intracompany Transferee

USA L1B Visa Intracompany Transferee

USA L2 Visa Intracompany Transferee

USA M1 Visa Voc and Lang Students

USA M2 Visa Voc and Lang Students

USA N8 Visa Voc and Lang Students

USA N9 Visa Voc and Lang Students

USA NFT Visa NAFTA

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Country Visa/Permit Type Visa/Permit Classification Description

USA NT1 Visa NATO

USA NT2 Visa NATO

USA NT3 Visa NATO

USA NT4 Visa NATO

USA NT5 Visa NATO

USA NT6 Visa NATO

USA NT7 Visa NATO

USA O1 Visa Workers Extrdnry Abilities

USA O2 Visa Workers Extrdnry Abilities

USA O3 Visa Workers Extrdnry Abilities

USA P1 Visa Athletes and Entertainers

USA P2 Visa Athletes and Entertainers

USA P3 Visa Athletes and Entertainers

USA P4 Visa Athletes and Entertainers

USA PRM Residence Permanent Resident Card

USA Q1 Visa Intrntnl Cltrl Exchg Vstrs

USA Q2 Visa Intrntnl Cltrl Exchg Vstrs

USA Q3 Visa Intrntnl Cltrl Exchg Vstrs

USA R1 Visa Religious Workers

USA R2 Visa Religious Workers

USA RES W/R Permit Resident Alien Card

USA S5 Visa Witness or Informant

USA S6 Visa Witness or Informant

USA T1 Visa Vctm Svr Form Traf in Pers

USA T2 Visa Vctm Svr Form Traf in Pers

USA T3 Visa Vctm Svr Form Traf in Pers

USA T4 Visa Vctm Svr Form Traf in Pers

USA TD Visa NAFTA

USA TN Visa NAFTA

USA TPS Visa Temporary Protected Status

USA TV Visa Transit Without Visa

USA U1 Visa Victims of Certain Crimes

USA U2 Visa Victims of Certain Crimes

USA U3 Visa Victims of Certain Crimes

USA U4 Visa Victims of Certain Crimes

USA V1 Visa Certain 2nd Pref Beneficiaries

USA V2 Visa Certain 2nd Pref Beneficiaries

USA V3 Visa Certain 2nd Pref Beneficiaries

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HCM Configuration Guide - Shared Tasks HCM-008-CFG

Human Resources Set Up Task: MouseOver Field Definition

Navigation: Set Up HCM > Common Definitions > Mouse Over Popup > MouseOver Field Definition

Set Up Classification: Shared

Sequence: 511.001

Task Description: Validate existence of delivered Field Names allowed on the Popup Page (35 rows).

Field Name Description

ADDRESS Address Description

APPLID Applicant ID

APP_ADDRESS Applicant Address

APP_EMAIL Applicant E-Mail

APP_EMAIL_PRF Applicant E-Mail Perferred

APP_EMPLID Applicant Employee ID

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Field Name Description

APP_NAME Applicant Name

APP_PERSON_ID Applicant Person ID

APP_PER_STATUS Applicant Type

APP_PHONE Applicant Phone

APP_PHONE_PRF Applicant Phone Preferred

APP_POI_TYPE Applicant POI Type

APP_PREF_CONT Applicant Preference Contact

APP_STATUS_CODE Applicant Status Code

APP_STATUS_REASON Applicant Status Reason

BUSINESS_UNIT Business Unit

COMPANY Company

DEPTID Department

EMAIL E-Mail

EMPLID Person ID

EMPL_STATUS Payroll Status

ESTABID Establishment ID

FULL_PART_TIME Full/Part Time Status

GRADE Grade

HR_STATUS HR Status

JOBTITLE Job Title

LOCATION Location

MANAGER_ID Manager

NAME Employee Name

PAYGROUP Pay Group

PHONE Phone

REG_REGION Regulatory Region

SAL_ADMIN_PLAN Salary Plan

STD_HOURS Standard Hours

STEP Salary Step

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HCM Configuration Guide - Shared Tasks HCM-008-CFG

Human Resources Set Up Task: MouseOver Page Design

Navigation: Set Up HCM > Common Definitions > Mouse Over Popup > MouseOver Page Design

Set Up Classification: Shared

Sequence: 511.002

Task Description: Validate existence of delivered mouse over ids, used in the design of the Popup Pages (8 rows).

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HCM Configuration Guide - Shared Tasks HCM-008-CFG

Human Resources Set Up Task: MouseOver Component Setup

Navigation: Set Up HCM > Common Definitions > Mouse Over Popup > MouseOver Component Setup

Set Up Classification: Shared

Sequence: 511.003

Task Description: Validate existence of delivered components, which will use the MouseOver Popup Feature (973 rows).

End of Report