hrms general setups.doc

8/9/2019 hrms general setups.doc

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It is a common Operation process in any industry to move people around or transfer employee’s

temporary basis for a particular project or Assignment. Or transfer them permanently to a

different country.

Though this functionality was available in 11i for the H professionals to do it manually if the

cross business group is enabled they can update organi!ation and location in the assignment

form" or another method of doing this is to terminate and hire the employee in the new business

group.

#ow in 1$ this functionality has been made as a standard functionality in the %anager &elf

&ervice esponsibility 'nder the function (Transfer(

%anager &elf &ervice ) Transfer

&elect the employee you wanted to transfer" follow the wi!ard which will ta*e you through

complete process li*e new salary change" new direct report" #ew +ocation ,hange" Time card

approver" wor* &chedule etc." finally you will receive a eview summary page where you can

review and submit for the approval

#ote- if you are a Oracle ayroll ,ustomer you need to ta*e necessary actions when changing the

wor* location for the payroll Ta/ation

Try this out000

POSTED BY RAMESH AT 3 : 04 PM

L A B E L S : HRMS , R12 , TALENT MANA GEMENT

T H U R S D A Y , O C T O B E R 2 5 , 2 0 0 7

HRMS PFK RUP2 Global name Search

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%ainly in the multi 2 environment we end up in creating duplicate employee name" the current

H%& search functionality some times the duplicates are missed out due to the locali!ation and

the #ame format used in each legislation.

In the 3amily ac* 4 up $" &ystem 'ses 2lobal #ame format to &earch for the 5uplicates Across

usiness 2roup.

The 2lobal name format is independent of the +egislation which helps us to avoid the duplication.

To 6nable this 3unctionality we need to enable the profile H-,ross 2 duplication erson

,hec*.

&till the H%& uses the same e/isting functionality to search the employee in single business

group

Try this out000

egards

amesh 4umar &


L A B E L S : HRMS , T I PS AND TWEAKS

S U N D A Y , O C T O B E R 1 4 , 2 0 0 7

Payroll Reversal Pack K Rollup 2

H%& 3amily ac* ' $ was released on 7un $889.

5ue to current project schedule i didn(t had much time to test the new functionality.

This wee* i had the chance to install the 3 4 ' $ to my test instance" the lot of functionality

which i was e/pecting is here now...

The first thing which i would li*e to highlight is ayroll Reversalfunctionality .

If you want to reverse assignments that have been processed as part of a payroll run

or :uic*ay run" you can now reverse them as a group by assignment set instead of reversing by

individual assignment only. Any assignment sets that you use for reversals can also use the

normal assignment set features such as-

• Include or e/clude specific assignments

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• %a*e formula;based amendments

The original reversal by single assignment is still available" and you can continue to access it from

the Assignment window.

ayroll eversal 5etails http-


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Be used BebA5I for unloading &alary information" updating assignment with the new salary

basis and loading the salary proposal for the new salary basis.

Be used BebA5I custom Integrator with the following AI

• HC%AI#TAI#COO&A+CAI.56+6T6C&A+ACOO&A+

• HCA&&I2#%6#TCAI.'5AT6C6%CA&2C,IT6IA

• HC%AI#TAI#COO&A+CAI.'5AT6C&A+ACOO&A+

Try this out000


L A B E L S : HRMS , PAYROLL

S A T U R D A Y, S E P T E M B E R 2 9 , 2 0 0 7

!alance "#$ustment

Bhen we process the payroll" there are times that the users might have deducted e/cess ta/ or

other deduction" &o we might need to correct the alances for the correct T5 and the for year

end reporting

There are two methods of doing it.

y defining an alance Adjustment 6lement or if we *now the e/act amount to be corrected then

we can able to adjust using the Adjust alance 3orm. The latter one is very simple and it is an easy

option to adjust the balance

3ollow the below steps to adjust the balance using the Adjust Balanceform" if we *now the e/act

amount to be adjusted

3ast ath ) Adjust alance ) &elect the Assignment for which we need to adjust the balance

&et the 6ffective date

• &elect the element who(s pay or the Input Dalue need to be adjusted

• &elect the ,onsolidation set to control the further ost;run rocessing

• ,hec* the costing ,hec* bo/ if you need the balance adjustment to be costed

• &ave the wor*

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5/30

Try this out000


L A B E L S : PAYROLL

S U N D A Y , S E P T E M B E R 1 , 2 0 0 7

Payroll Reversal

After running the payroll and if post run processing has already occured we cannot correct the

payroll by etry" even in case of roll bac* we need to roll bac* the complete ayroll for correcting

an entry for one or two assignment.

In these cases we can use ayroll eversal. In short ayroll eversal helps to correct the run

result for an single assignment

To everse the ayroll run for an assignemnt

?@ '& H%& %anager

?#@ 3ast ath ) everse ayroll un

&elect the Assignment that you need to reverse from the +OD" Tic* the everse ,hec* o/ for the

ayroll that we need to reverse and save the wor*. ,onsolidation set for the run will be

automatically displayed for the eversal

#ow the un esult is been reversed to the Dalue before the payroll un. #ow you can modify the

6ntry and start processing your payroll again.

Try this out000

POSTED BY RAMESH AT 2 : 3! PM


W E D N E S D A Y , S E P T E M B E R 5 , 2 0 0 7

Payroll Rollback

Once the ayroll


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In this blog i am trying to e/plain how to rollbac* a ayroll process.

Bhat ollbac* doesE

In simple word to explain Rollback process reset the Run Result and the Latest balance back to

the value before running the Payroll Process

ollbac* process has to be run in the same reverse seFuence of the ayroll un. for eg. for

processing the payroll" we run the following process in seFuence ayroll run" repayment"

costing" Transfer to 2+.&imilarly for the ollbac* we need to run in the reverse seFuence ollbac*

Transfer to 2+" ollbac* ,osting" ollbac* repayment" ollbac* ayroll un.

#ote- if the costing details are imported into 2+ then we cannot rollbac* the process.&o it is

always advisable to run the Transfer to 2+process after all validation and chec*ing are done and

run this process when we feel no more modification are needed

+ist of rocess type that can be rolled bac* in 3 4 '1

• Advance ay 6lement

• alance Adjustment

• an* or ost office ayment

• atch element entry

• cheFue writer

• ,osting

• ,osting of ayment

• 6stimate costing

• e/t


7/30

• etro ay

• etro ay by Action

• etro ay by element

• eversal

• un

• Transfer to 2+

• Doid ayment



M O N D A Y , S E P T E M B E R 3 , 2 0 0 7

%uick Pay Process• 3or processing the payroll for a single employee we can use :uic* pay

• 3or employee who is leaving and for whom we need to pay by chec* or cash

• Bhen an employee is joined after the payroll run has been completed for the period we

can use :uic* pay to process only for this particular employee instead of completely

rollbac* the ayroll rocess and starting it again.

3ollow the process to run the :uic* ay?#@ Assignment ) ?@ Others ) :uic* ay

• &et the effective 5ate for the :uic* pay

• 5ate aid and 5ate 6arned will be defaulted to the effective date

• &elect the consolidation set

• &elect the un Types ?it varies from +egislation to +egislation@

• &ave the :uic* ay 5efinition

• &ubmit the Fuic* pay by pressing the start un utton.

• &tatus should be changed from un;processed to ,omplete.

• If any errors fi/ the error and press the retry button

• Once the :uic* ay run is completed we need to process the reayment

• Be can run the repayment from the :uic* ay window by just clic*ing the button start

reayment Or combine it in the atch reayments processing for the assignment’s

ayroll ?this can be used when a new employee is joined after the payroll run is completed

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8/30

so we can run the Fuic* pay separately for this employee and combine it with the batch or

the prepayment.@

Try it out000



M O N D A Y , A U G U S T 2 7 , 2 0 0 7

Payroll Retry

Once the Payroll run is completed there may be chance that few assignment may end up in some

errors or few assignment may be processed with some old element entries or payroll department

would have processed with limited information or the payroll analyst would have forgotten tomodify the formula for earning/deduction element which will affect certain group of Employees,

We can uses retries for correcting these mistake which occurred in the Payroll Run provided

there are no Post run process taken Place

We can retry a single assignment, set of assignment, or Mark a large payroll Process for Retry

o retry !ingle assignment

•

"t can be done in the #uick Pay form by clicking the Retry $utton, this is the convenientmethod for retying if we have very few employees to be corrected

o retry for small number of process

• "n the Payroll Process window, %uery the process based on the payroll and the &ction

type, Mark the process for retry by checking the Retry check bo'

• his effectively marks all the assignment attached to the process

o Mark a (arge Payroll Process for Retry

• "f we need to retry the payroll, run the Process )Mark Payroll Run for Retry) this has two

parameters Payroll run and the &ssignment !et

*ote+

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9/30

• "f any post run process has occurred then we need to rollback the Post Run Process and

then mark the process for retry

• &ny assignments having a status of Error after a payroll run, those assignments are

automatically retried when you run the payroll again

ry this Process

POSTED BY RAMESH AT 9 : 40 AM


M O N D A Y , A U G U S T 2 0 , 2 0 0 7

Payroll Processin

efore we start the ayroll un. Be need to assign the necessary element for the employee

3or the normal payroll run we will include all the elements and process all the assignment

ut under certain circumstance we may need

• Include or e/clude certain element or assignment

• Include or e/clude certain group of assignment

• Include or 6/clude certain classification of element

3or the above conditions we may need to create an Assignment set or an !lement set

Creatin "ssinment Set

6/ample for the use of assignment set is. Be need to process the payroll for the night shift

employees before the day shift employees as they need to receive the ay advice the night before

the rest

3or complete details of setting up the Assignment set please refer the blog http-


10/30

'he Payroll Process

• :uic* ay

• ayroll run

%uick Pay

3ollow the lin* for the :uic* ay in 5etail

• http-


11/30

3rom the 2+ side" import the 7ournal 6ntry

Try it out000



S U N D A Y , A U G U S T 1 9 , 2 0 0 7

"ssinment Set

Assignment set are to be defined for the following purpose

• 3or processing only the subset of the Assignment for the payroll processing eg- ayroll for

the eople who wor* in the night shift need to be processed first as they need to receive

the pay advice before the day shift employees• 3or generating the Fuic* paint report for the set of assignment

• ,an be used in the 66 for creating the identical entry for all the assignment in the

Assignment set

efore we start defining the Assignment set we need to decide whether we are going to use

Assignment set for the payroll process or for some other process li*e reporting etc.

5efining the Assignment set

• 6nter the name of assignment set ?Only ,har" ? C @ and #umbers are allowed and #O

&A,6 allowed@

• If you need to use this assignment set only for the payroll then select the ayroll from

the +OD Otherwise it is an optional field we can leave it blan*.

• &ave the wor*

If we want to use the formula criteria for defining the Assignment set choose the button ,riteria

from the assignment set window

• 6nter the &eF #umber

• +eave the ,ondition field lan* for the first line" you can choose either A#5 < O

depending on the criteria

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12/30

• ,hoose the 5atabase Item as the variable for the criteria ?all the 5atabase Item will be

prefi/ed by (L(@

• ,hoose the Operator ?M" NM" )M " etc.."@

• 6nter the Dalue or choose the 5atabase Item

• 4eep entering the other criteria from the second line

• &ave the wor*

If you specifically want to include or e/clude any assignment choose the button Amendment

button

• ,hoose the option Inc


13/30


14/30

'se the 2+ %ap window to map the cost allocation fle/field with the 2+ Accounting fle/field" we

should map each cost allocation segment with the 2+ &egment for each ayroll. for the addition

segment in the cost allocation fle/field should be mapped to (#ull(

3ollowing are the process that you need to run for transferring the costing information from

Oracle to ayroll

• ,osting process

• ,osting of ayment

• Transfer to 2+

Try it out000


L A B E L S : HRMS , PAYROLL

S U N D A Y , A U G U S T 1 2 , 2 0 0 7

"ssinment action interlock rule failure

5uring the ayrol un ollbac* %any time we might come accross with the 6rror message

APP'PA(')*+)*, Assignment action interlock rule failure

This %ay be due to multiple resason but one such reason is" there may be some future seFuenced

process which has to be rollbac* before we roll bac* the current process.

To find the list of all future seFuenced process 6/ucute the following :uery

select distinct pact.payrollCactionCid" pact.effectiveCdate" pact.actionCtype

from payCactionCclassifications ,+A&&"

payCpayrollCactions A,T"

payCassignmentCactions A,T"

perCassignmentsCf A&&"

perCperiodsCofCservice O&"

payCassignmentCactions act1"

perCassignmentsCf ass1

where O&.personCid M ass1.personCid

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15/30

and ass1.assignmentCid M act1.assignmentCid

and A&&.periodCofCserviceCid M O&.periodCofCserviceCid

and A,T.assignmentCid M A&&.assignmentCid

and A,T.actionCseFuence ) act1.actionCseFuence

and A,T.actionCstatus in ?(,(" (&(" (%(@

and A,T.payrollCactionCid M A,T.payrollCactionCid

and A,T.actionCtype M ,+A&&.actionCtype

and ,+A&&.classificationCname M (&6:'6#,65(

This :uery will return the list of all future seFuence process which need to be rolled bac* first

before we rollbac* the current process

Hope this helps -@


L A B E L S : PAYROLL, T I PS AND TWEAKS

)efinin Payroll

&ample &etup &teps for 5efining ayroll

efore 5efining the ayroll you need to ma*e sure that you have defined the ayment %ethod.

ou can refer the blog for defing the payment method

http-


16/30

aychec* becomenegotiable Sche#ule Run* Is the date scheduled for the regular each

period Cut off )ate* This date provides the information that that final date for entering

and modifying any payroll information before the un Pay Slip* This is always a positive

number which Bill prevent your employee from viewing the payslip before the actual

payment is been made. #ote- These Offsets date default for the calendar you can modify

the date for each period based on your needs by selecting the period

• &elect the 5efault ayment %ethod. this 5efault payment method will be used when the

employee is not have the valid personal payment method

• &elect the consolidation set. One consolidation will be created once you create a 2.

• In the costing region select the costing account and the suspenseaccount.

these segments are based on the ,ost Allocation 3le/ field setup

• &elect the option #egative ayment chec* bo/" if you want the the prepayment process to

calculate the #egative amount

• %ultiple Assignment attribute is enabled only for few legislation" This attribute enables

the employee to get single payment for multiple assignment

• 3urther ayroll Information is completely based on the locali!ation" each locali!ation will

have their uniFue attribute. This 3urther information Bill be enabled only for the payroll

customers

• &ave the wor*

• ou can select the Dalid ayment %ethod for this employee in the Dalid ayment %ethod

form

• &elect the eriod dates form" you can see the periods with the default offset date defined

above. If you need to close the payroll period you can change the status which will prevent

from modifying the payroll period.

Try this out000



T H U R S D A Y , A U G U S T 9 , 2 0 0 7

Payroll Payment Metho# )efinition

The first step to start the payroll &etup is ayment %ethod

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17/30

In the lanning and Analysis hases come up with the lan of type of ayment %ethod the

company is going to follow

Type of ayment %ethod

• ,hec*

• 5irect 5eposit

• ,ash

,hec* will be the default pay method for the payroll.

The 5irect 5eposit varies from +egislation to +egislation e.g #A,HA in '&" 2IO in &ingapore

etc.."

Be need to also analysis whether we are planning to econcile with ,ash %anagement"

Once we free!e the reFuirement" follow the below steps for defining the ayment %ethod

• &et the 6ffective date

• 6nter the ayment %ethod #ame e.g ,hec*" #A,HA

• &elect the ayment %ethod type #A,HA for 5irect 5eposit" ,ash for ,ash ayment etc

• ,urrency Bill be defaulted to the 2 but you can change it if reFuired

• If the ayment method controls the payments to third party then select the option Third

arty ayment e.g ayment for enefit ,arrier

• ,ountry will be defaulted from the 2

• 6nter the an* 5etails" an* 5etails field varies from +egislation to legislation. 3or few

legislation the fle/field uses Dalue &et" for few other legislation it is 3ree Te/t

#ow if you are in 11.J.18 ,' $ and 3amily ac* less then 34.'1 the #e/t step will be select

the &et of boo*s and enter the cash account.

If you are in 11.J.18 ,'$ 34.'1 follow below steps.

• &elect the costing Tab you can able to select various option of costing based on your needs

and if you need to transfer the payment details to 2+ select the option transfer to 2+


18/30

• &elect the 2eneral +edger Tab" &elect the &et of oo* 6nter the ,ash account and ,ash

,learing account for the purpose of econciliation. 6rror Account and the ,ontrol

Account are optional. These segments comes from 2+ accounting 3le/field

• Once we select the ,ash account in the 2eneral +edger Tab and save. Automatically the

cash account and the &et of boo* information is populated in the econciliation Tab

• In Others Tab if we use the 5irect 5eposit as the ayment %ethod then we need to enter

the details of the 5irect 5eposit In &ingapore we need to enter the ,ompany ,ode. In '&

we need to enter few details about the #A,HA

• &ave the wor*

#ote-

• 3rom 3.4.up1 the payment method can be costed which was not available in the

previous release.

• The an* 5efined in ayroll should match with the an* 5efined with the A otherwise

reconciliation will not wor* as e/pected

• 3or the Third arty ayment always choose the option either ,ash or ,hec*

Try it out000



T U E S D A Y , A U G U S T 7 , 2 0 0 7

Maintainin "n &lement

As I previously mention in my log (6lement are the uilding loc*s for both H Analysis and for

the ayroll rocessing(

3or 6lement ,reation refer http-


19/30

• ,hange your specification of which input values create 5atabase Items. #ote" however"

you cannot remove 5atabase Items if they are used in any formulas

or :uic*aint reports.

• ou cannot remove e/isting input values or add new one if you have created any entries

for the element

If you wish to delete the element or ma*e any modification you have to follow the below process

• 5elete the element entries from all the assignment

• 5elete the 6lement +in*

• 5ate Trac* to the 6lement creation 5ate and modify the details needed or you ,an delete

the element in the current date itself.


L A B E L S : HRMS

S U N D A Y , A U G U S T 5 , 2 0 0 7

Salary Manaement an# "#ministation

This is sample setup for the &alary %anagement.

efore we start the setup we need to have the plan and the complete analysis of the usiness

eFuirement.

• &alary 3reFuency

• &ingle ,urrency or multiple ,urrency involved

• 5oes company follow any grade &cale for the salary etc.."

+OD for the &alary OO&A+C6A&O#

3ollow the setup for the defining the salary

&alary 6lement &etup

1. &et the effective date.

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$. 5efine an ecurring 6lement with classification 6arning" Actual Termination" %ultiple

6ntries allowed" and with process in un option selected.

. ,reate the input value with the 'nit as %oney.

. +in* the element based on the 6ligibility criteria.

J. 3or more details about the element setup refer my previous posting http-. 6nter the 2rade Annuali!ation factor e.g. for hourly 8 P J$ M $8>8 hours

=. &ave the Bor*

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#avigate the eople ) Assignment ?@

#ote- 3rom the 3amily ac* 3 4 salary 'I form is replaced by the &elf &ervice &creen

1. &elect the &alary information Tab

$. &elect the &alary asis

. &ave the assignment

. &elect the salary button) Add new &alary

J. 6nter the 5etails in the salary &creen

K. Once you apply the salary will be automatically approved for the first time entry.

9. The &alary 6lement entry will be automatically created once the salary information is

saved

oints to be noted

-he .alary will be automatically approved during the first time entry and from the second time

onwards only the menu or the responsibility having the salary approval function will be able to

approve the proposed salary

6njoi Implementing000


L A B E L S : HRMS

Clearin the Cache from front en#

3or the modules involving OA 3rame wor* ?&elf &ervice@ whenever we do any modification with

respect to setup or profile option change etc.." It will not be reflected immediately as you e/pected

due to cache

Another Dery common problem is when we add a new responsibility involving the &elf &ervice to

the user we will sometimes end up with the following error(QQQ is not a valid responsibility for the current user. lease contact your &ystem Administrator(

The above issue may be due to the cache in the Apache server

we need to reFuest the 5A to bounce the Apache &erver for clearing the cache and for the setup

to be reflected

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I was wondering Is there a way we can do this from front endE

es it is simple and easy..... 3ollow the steps below

Add the responsibility (3unctional Administrator( to the user name

#avigate to ?@ 3unctional Administrator ) ?T@ ,ore &ervices ) ?T@ ,aching 3ramewor* )

?%@2lobal ,onfiguration ) ?@ ,lear all

It will prompt a warning message. &elect es

#ow navigate to the corresponding module" you can able to find the setup reflecting if the

previous issue was due to the cache

Try it out000


L A B E L S : T I PS AND TWEAKS

S U N D A Y , " U L Y 2 2 , 2 0 0 7

+eave Manaement

High +evel &etup details for the +eave %anagement and Accrual lan &etup

5efine the loo*up for A&6#,6C,AT62O and A&6#,6C6A&O#

#avigate to the element form

1. 5efine an element #ame and 5escription

$. &elect the classification as 6arning or Information

. &elect the type as (#on ecurring(

. &elect the termination rule (Actual Termination" final close or +ast &tandard process(

J. &elect the option %ultiple entry"

K. rocess in run?optional@

9. 6nter the Fualification condition if needed

>. &ave the 6lement

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=. ,reate the lin* for the element

Absence Type form

1. 6nter the name of the Absence Type ?est ractice same name as the 6lement defined@

$. &elect the ,ategory of the Absence

. Associate the element that is defined above

. &elect the Input Dalue

J. 'nits get selected same as the one which we defined in the element input value

K. &elect the alance either Increasing or 5ecreasing

9. &elect the list of eason for the +OD

ou can end the setup if you want to just use the abscence element as the adhoc abscence type. To

define the TO accrual follow the below steps

Accrual lan form

1. 6nter the Accrual #ame ?&ame as the Absence #ame@

$. &elect the Accrual ,ategory" based on the category that is selected the balance will be

displayed in the &O6


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. &elect the Accrual start date" based on the date we select the accrual balance will be

calculated

. Accrual 'nits will be same as the 'nit the we selected above in the Absence type

J. &elect the Accrual formula provided by the oracle or a custom formula based on the

business reFuirement

K. &elect the carryover formula seeded one or the custom one based on the reFuirement

9. &elect the Absence information form the list.

>. ased on the usiness reFuirement select the alance reset date e.g if you need to reset

the accrual count on 7an 1st" select the option 1 7anuary. Be can also build our custom

balance if needed

=. &elect the eriod of ineligibiltiy- +egth" units or any custom formula

18. &ave the wor*.

11. This will create J element and also lin* will be created automatically similar to the

Absence element lin*

1$. 6nter the accrual and


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1. Optionally you can include #et ,alculation ule in addition to the once which is created

during the accrual definition

1. &ave the wor*

1J. Attach the Accrual lan to the employee assignment

3ollowing are the elments created autmatically once an accrual plan is saved

• Accrual lan

• Acrual lan ayroll alance

• Accrual lan ,arried over

• Accural lan esidual

• Accrual lan Tagging

Try it out000

POSTED BY RAMESH AT 10 : 5! PM

L A B E L S : HRMS

&lement )efinition

6lement are the uilding loc*s for both H Analysis and for the ayroll rocessing

6lements can be used define &alary" enefits" Absence from Bor* etc..

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Here is the brief description of creating element in general.

efore we start building a new element we need to identify

• Bhether the element is a recurring or nor recurring

• Bhether we need to process it in the payroll

• Bhether it is deduction or earning or information or non ta/able or non payroll payment

etc..

• Bhat are the input and the output e/pected from the element

• Bhether we need to build any formula for processing an element

• Bhether the element is to be lin*ed to all employees or is there any eligibility criteria that

has to be set.

• Bhat is the currency that is going to be used for processing

• Bhether we need to cost the element.

• Bhether the element is ta/able or non;ta/able

Once we are able to identity the type of element from the above list of criteria.

+ist of steps for creating the element

1. &elect the 6ffective date

$. 6nter the 6lement #ame. 6nter the reporting name; The name which will be displayed i the &O6 ?Optional@

. 6nter the rief description about the element

J. &elect the classification of the 6lement form the +OD;this classification may vary from

+egislation to legislation

K. &elect whether the element is ecurring or non ecurring

9. ased on the termination ule that you want to set for your element" choose the option

Actual Termination" 3inal close or +ast &tandard process

>. ,hoose %ultiple entries for the #on ecurring element Additional 6ntries if needed fromthe recurring element" rocess in un for the element that need to be process through

payroll.

=. choose the option closed for entry if want to prevent any new entry for this element" this

does not affect the entries which are previously defined.

18. &elect the ,urrency Input and Output if not using the default currency defined in the 2


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11. &elect the Ta/ Bith holding rule from the 3urther Information533.

1$. riority of element processing will be defaulted based on the classification selected

1. &*ip ule can be selected based on the reFuirement.

1. &ave the 6lement definition

1J. 6nter the Input Dalue" &elect the Input Dalue type based on the element e.g 5ate"

#umber" money or Time

1K. &elect the Option 5atabase Item if we plan to use the Input value in the 3ast formula for

any processing

19. 6nter the 5efault Dalue for the Input Dalue if needed

1>. &ave the Input Dalue 5efinition

1=. &elect the alance 3eed if we need to feed any alance in addition to the 5efault balance

created

5efining 6lement +in*

Once we define the element" Be need to +in* the 6lement before we can able to use the element

for any assignment

1. &et the 6ffective date

$. &elect the element from the element lin* 3orm

. &elect the &tandard +in* if the element need to be attached to all the assignment. &elect the 6ligibility criteria based on 7ob" osition" 2rade" salary asis" ayroll " 2roup"

position and +ocation

J. &elect the costing if the element need to be costed and transferred to 2+

K. &elect the Fualification condition based on Age and the +ength of &ervice

9. &ave the wor*

Attach the element to the assignment

6njoi H%& implementation -@


L A B E L S : HRMS

# R I D A Y , " U L Y 2 0 , 2 0 0 7

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Security Profiles Setup

Once the usiness 2roup is &etup a 5efault &ecurity rofile will be created with the same name as

the usiness group with security type as RDiew All Organi!ationR" It is &trongly recommended not

do modify the default &ecurity rofile.

Attach this profile option to H-&ecurity rofile and attach the usiness 2roup to the

H-usiness 2roup at the site level if it is the ase usiness 2roup or attach it to the

responsibility if it is the %ulti usiness 2roup

In case of the multi usiness 2roup" if we need to enable the &ecurity 2roup "

set the rofile option (6nable &ecurity 2roups( to yes at the Application level"

6ither we can attach the new security group manually to each responsibility at the time of

attaching it to the 'ser or we can able to create the responsibility for each of the &ecurity group

defined by running the concurrent program (6nable %ultiple &ecurity 2roup process(

To uild the ,ustom &ecurity rofile-

6nter the name of the &ecurity profile and select the usiness 2roup from the +OD. #ow three

type of security can be assigned

• (&ecure Organi!ation by &ingle Operating 'nit( or (&ecure by Operating unit and

Inventory organi!ation( are for the restricting certain 3inancial and %anufacturing

usiness Diew.Attach this profile option to %O-&ecurity rofile at the responsibility level

• (&ecure Organi!ation by Organi!ation Hierarchy and or Organi!ation +ist(" this security

type is for the restricting the user to access certain Organi!ation based on the hierarchy.

&elect the Organi!ation hierarchy from the +OD" you can include the top organi!ation in

the hierarchy or you can e/clude the usiness 2roup. Once the necessary setup is done

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you can attach this security profile to the esponsibility level in the rofile Option

H-&ecurity rofile.

,ote* Once the security is setup we need to run the concurrent program (&ecurity +ist

%aintenance( and choose the parameters based on the reFuirement.

6njoii Implementing -@


L A B E L S : HRMS

T H U R S D A Y , " U L Y 1 9 , 2 0 0 7

!usiness Group Creation

To start new implementation or even during planning hase we need to come up with the plan

Bhether we need to go for %ulti business 2roup or &ingle usiness 2roup

The #eed to go multi usiness 2roup-

• If you are going for the global Implementation with %ultiple +egislation

• If you going to implement ayroll then we need to have the +ocali!ation specific to the

articular country

• If suppose the company mainly operates in one country and if they have very few

employees in the Other countries we can go for two 2 once for the home country and

other for the est of the Borld

&ingle usiness 2roup are advantages if the company operates in only one country.

If suppose the instance in single 2 and if the business e/ist in multiple +egislation.If the

instance is already live then we need to do a shared H to a 3ull H%& conversion. The est

ractice to follow for this conversion is

• ,reate the new 2 with the reFuired +egislation

• %igrate the 6mployees data to the new business group

• Also we need to ta*e care of the migration of +egal entity" Organi!ation and the operating

'nit

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• After the 5ata migration we need to apply the legislation atches and the

un H2lobal.drv

Once the H2lobal.drv is run" all the legislation specific data will be loaded automatically" ased

on the +egislation code the an* and the +egal entity fle/field get mapped to the 2

To Diew the data across usiness 2roup use the rofile optionH-,O&& '&I#6&& 2O'

Documents

hrms general setups.doc