Oracle Apps HRMS R-21

o HRMS: Human Resource Management System

o HRMS is one module of ERP (Enterprise, Resource and Planning)

ERP
o EPR is Enterprise, Resource and Planning
o ERP is a collection of different modules
 Oracle Financial
 Oracle SCM
 Oracle HRMS
 Oracle CRM
 Oracle Apps Technical
o As a Functional consultant, we are going to define the front-end setups
o According to client requirement, we are going to define / Customize the set ups
o Using Forms, we are going to define the front-end set ups and all details saved in
backend tables
Multi-Organization:
 Multi-organization contains below five (5) modules
o Business Group
o Legal entity
o Operating Units
o Inventory Organization
o Sub-Inventory Organization
 If we have multiple company operations that time, we need this Multi organization
concept
 This is also called as a Business group setup
 Business Group: It is corporate headquarter, group businesses under one name (Need to
define in HRMS Module by finance functional consultant)
 Legal Entity: It is a government entity required for tax purpose
 Flex field structure: KFF & DFF
 Operating Units: Different companies (HRMS module)
 Inventory Organization: Location, where your company is location (HRMS Module)
 This setup is done by functional consultant only, but as technical consultant we must
know the tables behind all these steps:
 In this setup there is a two (2) Cycles at operating unit level
 P2P – Procure to pay cycle
 O2C – Order to Cash cycle
 Define Multi org Structure / Business Group:
o Login to HRMS Module > Human Resource, Vision Enterprises
o Go to work Structure > Organization > Description
o Click on new > Enter Business group organization name
o Select type as “Corporate Headquarter” > Select Effective date
o Go to Organization classification and select Business Group from list of values and
click on Enable
o Save the
o After that go to others > Select Business Group Info and enter all the additional
information of business group
 Short Name: enter short name of Business group
 Employee number generation: Select “Automatic”
 Applicant number generation: Select “Automatic”
 Contingent worker number generation: Select “Automatic”
 Grade Flexfield structure: “Grade Flexfield”
 Group Flexfield structure: “People Group Flexfield”
 Job Flexfield structure: “Job Flexfield”
  Position Flexfield structure: “Position Flexfield”
 Costing Flexfield structure: “Cost allocation Flexfield”
 Competence Flexfield structure: “Competence Flexfield”
 Legislation code: Select company location (India)
 Currency: Select default currency (INR)
o After saving the details, it will be saved in HR_ORGANIZATION_INFORMATION
 Define Company Structure/ Flexfield in General ledger (GL) module:
o Login to General ledger Module > General Ledger, Vision Operations
o Company structure, we can define under GL accounting KFF
o First, we need to define Chart of account:
o Chart of accounts is collection of Segments > Three segments are mandatory to
define company structure
 Setup > Financial > Flexfields > Key > Segments
 Query using module name General Ledger
o Using Accounting Flexfield, we can create company structure
 Add chart of account name in list of value like Test_Acc_Structure
 Click on segments
o We need to define three (3) segments mandatorily to define company structure
 Company segment:
 Name: Company
 Column: segment1
 Value set: create value set of Segement1
 Department Segment:
 Name: Dept
 Column: Segment2
 Value Set: create Value set for Segment2
 Account Segment:
 Name: Account
 Column: Segment3
 Value Set: create Value set for Segment3
o Save this structure
o After saving go to Flexfield Qualifiers: Natural account and balancing qualifires are
mandatory
 Click on company segment > assign “Balancing segment” qualifier always to
the company segment > Click on enable
 Click on Account segment > assign “Natural account segment” qualifier
always to the account segment > Click on enable
o Click on “Allow Dynamic Insets” and “Freeze Flexfield Definition” tab
o Compile and save
o After creating company structure, we need to enter the values
o Go to Values > Query created all three (3) segments
o Enter values what we want to display and make qualifiers “yes”
o Save

o Define currency:
 Company always maintain one Functional currency (Based on the
location)
 Company can have multiple reporting currency to make the transaction in
different currency
 Login to General ledger Module > General Ledger, Vision Operations
 Setup > Currencies > Define
 Enter Currency code - Enter any related name like Test_INR
 Name – Indian Rupees
 Issuing Territory – Location (India)
 Symbol - Rs.
 Precision – decimal point (2)
 Save

o Define Calendar:
 There are two (2) types of calendar in oracle application
 Fiscal calendar – Yearly calendar (Jan to Dec)
 Financial calendar – Financial year calendar (Apr to Mar)
 Login to General ledger Module > General Ledger, Vision Operations
 Setup > Financial > calendar > Types
 Enter period Type: Enter related name
 Select 12 period from list of values
 Year type: Fiscal calendar
 Save
 After that go to define 12 period calendars
o Setup > Financial > calendar > Accounting
o Calendar: select calendar name
o Prefix: Jan to Dec
o Type: select calendar name
o Year: select current year
o From: 01-Jan-2018
o To: 31-Jan-2018
 o Name: Jan-2018
o Enter all the months one by one in list of values
o Save
 Define Legal Entity:
o Go to Setup > Financial > Accounting setup manager > Accounting Setup
o Click on create accounting setup > Create Legal Entity
o Territory: Select your country name
o Legal entity name: enter any related name
o Organization name: select organization name
o Legal entity identifier: Enter any related name
o PAN: Enter PAN number of Organization in India (TIN: for other countries)
o Legal Address: Enter organization address
o Remaining fields are not mandatory
o Click on apply to save
o Legal entity is created, now will have to assign this to accounting setup
 Click on add another row
 Select legal entity
o Now click on next button to setup Primary Ledger
 Ledger is a collection of charts of accounts, Currency and calendar
 Name: Enter any related name
 Chart of Account: Select chart of account
 Accounting calendar: select calendar
 Currency: select defined functional currency
 Click on next and finish to save the details
 Click on Define accounting options
 Go to Ledger option > click on Update
 4 pages will display > Click next on 1st page
 On 2nd Page, Select retained existing account mandatorily
 Click on create button, It will create once code combination
 Click on Finish
 Check the status and click on complete

 Define Operating Units:

o Login to HRMS Module > Human Resource, Vision Enterprises
o Go to Work Structure > Organization > Description
o Click on New > It display operating unit creation form
o Name: Enter company name
o Type: Not mandatory
 o From date: Enter effective date
o Click on save
o Under organization classification > Select “Operating Unit” > Enable and save
o Click on others > Select operating unit information
o Primary Ledger: select created primary ledger
o Default Legal context: select Legal entity name
o Short code: enter any related name
o Save the details
o After creating operating unit, we must have to run the standard program
 Select System Administrator responsibility > Directly call concurrent
program
 View > Request > Submit New request > “Replicate Seed Date” > Operating
Unit > Enter operating unit name and submit

 Define Inventory organization:

o Inventory organization is nothing, but the location of your operating unit is
located
o Login to HRMS Module > Human Resource, Vision Enterprises
o Work Structure > Organization > Description
o Click on new > Enter inventory name > and enter effective date
o Under organization classification > Select “Inventory Organization” > Enable and
save
o Click on others to save additional information of inventory organization
 Accounting Information: Enter Primary Ledger name, legal entity name and
operating unit
 Inventory Information:
 Inventory parameters:
o Organization code: Enter related code
o Item master organization: select Inventory org
o Calendar: select Inventory calendar
 Costing Information:
o Costing Method: Select Standard method
o Transfer to GL: Always select “Yes”
o Valuation account: Select material inventory account
 Other accounts:
o Receiving account
o Profit and loss account
o Other account
 Define Sub-Inventory organization:
o Login to HRMS Module > Inventory, Vision operations
o Setup > Organization > Sub inventories
o Select Inventory and click on new tab
o Just enter sub Inventory name and save
 Creation of new Application Users:
o Select System Administrator responsibility
o Security > User > Define
o It displays one standard user creation form
o Enter unique Username and password, re-enter the same password for verification
o Effective date of user creation
o Attach responsibilities to user

 Creation of new Responsibility

o Select System Administrator responsibility
o Security > Responsibility > Define
o It displays standard form to create new responsibility
o Responsibilities are collection of Data Group, Menu and Request Group
o Data Group: Select standard group from list of values, it is a collection of Database
file, it is mandatory field
o Responsibility name: Enter any related name
o Application: Select module name
o Responsibility key: Enter any related name
o Data Group: Standard and Application: Module name
o Menu: standard menu of modules
o Request Group: Collection of concurrent program
o Save and assign responsibility to user

 Creation of Menu:
o Custom menu is a user defined menu
o At the time of defining new responsibility, we mandatorily need to assign menu
o Menu is a collection of sub menus and function (function is mandatory)
o Using of the functions we are going to call the Forms
o At the time of working on FORMS, we need to create a Menu
o Select Application Developer Responsibility > Application > Menu
o It will display standard Menu creation form
o Menu: enter any related menu name
o User Menu name: Same as menu name
o Menu Type: Not required
o Description: Not required
o Enter Function mandatory
o Saved details in table FND_MENU
 Creation of Concurrent Program
o Select System Administrator Responsibility
o Concurrent > Program > Define
o It displays standard concurrent program creation form
o Program name: Enter any related name
o Short name: Enter related name
o Application: select module name
o Executable: Enter executable file name
o Request Group: select request group
o Output: output file format

 Profile Options
o Profile option set up by DBA with help of System Admin responsibility
o Whenever we assign the profile option entire application Behaviour is changed
o Profile option are setup changeable option that effects how the application looks
and behave
o Profile option can access three (3) levels
 User Level
 Program Level
 DBA
 Level (Important for Interview Question)
 Site: All Modules get enabled once we assign this site level
 Application: all the apps got enabled like forms, reports
 Responsibility: all the responsibilities got enabled
 User: User can access the responsibilities
 Select System Administrator Responsibility > Profile > System
 Flex Fields: (VIMP)
o There are two (2) type of flex fields
 KFF (Key Flex Fields)
 DFF (Descriptive Flex Fields)
o Main purpose of flex fields is to store some information
o KFF (Key flex field):
 Accounting Key flex filed is a standard KFF provided by Oracle
application to define company structure.
 Key flex filed is the mandatory flex field, if we want to store some
mandatory information about business that time, we are going to KFF
 Oracle application has provided standard flex field for each and every
module
 KFF is comprising of 4C’s – E.g. for General Ledger module:
 Chart of Accounts: collection of segments.
o Segments: We can store some list of values in segment. For
defining a company structure minimum, we need 3
segment and maximum upto 30 segments
 Company segment
 Department segment
 Account Segment
 Currency: Company functional currency
 Calendar:
 Convention: SLA (Sub ledger accounting method)

o DFF (Descriptive Flex Field):

 Descriptive flex fields are used to capture the Extra Information of
Business
 We can define the DFF with help of attributes
o Creation of Descriptive Flex Fields:
o After creating and registering the tables we can create a descriptive flex field
o Select Application developer responsibility > Flexfield > Descriptive > Register
o It shows DFF creation form
o Application: Select module name
o Name: enter any related name for DFF
o Title: Same as Flexfield name
o Table Application: Select module Name
o Table Name: Select Table name
o Structure Column: Select Attribute_Category as a column
 o Save
o Information of this DFF saved in standard table FND_DESCRIPTIVE_FLEX
o To assign extra information to the attributes:
 Select Flexfield > Descriptive > Segment
 Query created DFF > go to context field values
 Code: enter any related name
 Click on segment > enter what type of extra information we want to
capture
 We need to select attributes in the column field
 Create values set for each attribute using value set tab
 Save
 Click on the freeze flexfield definition
 Click on compile tab
 After compiling DFF information saved in FND_DESCRIPTIVE_FLEX
o To Enter the values into the Value sets:
 Go to Flexfield > Descriptive > Values
 Query your created DFF and segment
 Enter values in value tab
o All above steps we need to follow to setup the DFF in AOL module
o After defining DFF we need to assign these DFF to new template using from builder
tool
o We have to write one program to assign the DFF to template using Program unit tab
of Form builder tool:
o We have to create new package, Package is a collection of procedures and
functions
 Package Spec: means it is a declaration of package
 We can declare procedure in package
 PACKAGE test_pac IS
Procedure test_procedure (event in varchar2);
END;
 Compile the package
 Package Body:
 PACKAGE BODY test_pac IS
Procedure test_procedure (event in varchar2) IS
Begin
If event = ‘when-new-form-instance’ then
Fnd_descr_flex.define (‘table name’, ‘flexfield name’, ‘app
short name’, ‘DFF name’)
 end if;
end test_proc;
END;
o We can call this package and procedure using new form instance trigger
o Click on new form instance trigger > Select PL / SQL editor to call the package
o Enter test_pac.test_proc (‘when-new-form-instance’); and compile
o Then click on new item instance trigger > Select PL/SQL editor
o Enter fnd_flex.event (‘when-new-item-instance’); and compile
o We attached the DFF to the template
o Save this template as NAME.FMB and complie and get NAME.FMX
o After that go to register the template in AOL Module

 Oracle Alert:
o There are two (2) types:
 Event based alert
 Periodic alert
o Event base alert
 Event is nothing but trigger
 We have to write triggers to displays the alert messages
o Periodic Alert
 We have to setup alert message based on the time period
 Triggers are not required
Oracle HRMS:
o HRMS – Human Resource Management System
o HRMS is a standard and separate module in ERP
o HRMS is scalable way to manage the human resource of the organization
o Oracle HRMS has few sub-modules
o Core HR
o Oracle Payroll
o Oracle Advance Benefits (OAB)
o Oracle Time and Labour (OTL)
o Oracle Learning Management (OLM)
o Oracle I-Recruitment (I-Rec)
o Compensation workbench (CWB)
o Oracle Performance Management

o Core HR:
o In Core HR, we can define company structure (Business Group Structure)
o Business Group: headquarter for group of businesses under one group
o Legal entity: Legal entity means government entity; we have to pay the taxes
based on the location (Country) of organization. Always created under the GL
Module
o FlexField structure:
 KFF: always used to store mandatory information of Business
(Functional consultant)
 DFF: Always used to store extra information of business (Technical
consultant)

o KFF comprising of 4C’s (Always define in GL module under “Accounting

Flexfield”)
 Chart of accounts
 Currency
 Calendar
 Convention (SLA)
o Operating Units: Operating units is nothing but the entities/companies under
the business group
o Inventory Organization: Inventory organization in nothing but company
location to perform the transaction
 o After defining the company structure, we can define the hierarchies
o There are different type of mandatory flexfield in HRMS module
 Job
 Position
 Grades
 Groups
 Cost Allocation
 Convention

o Oracle Payroll (Most Important module in HRMS):

o Main purpose of this module is to maintain the employee’s payroll related
details; Whom to pay, how to pay, how much to pay, when to pay etc. can be
managed through this module
o Each and every company has to maintain payroll system

o Oracle Advanced Benefits (OAB):

o This module used to maintain the different type of benefits/advance provided
to employees by company like LIC, Mediclaim etc.

o Oracle Time and Labour (OTL):

o This module used to capture the timesheet details of employees like who
worked for how many hours, for which project, Overtime etc.

o Oracle Learning Management (OLM):

o This module used to manage the training / competencies for employees like
employees training needs, hiring external trainers, setting up classes

o Oracle I-Recruitment:
o This module used to setup recruitment process like managing applicants,
vacancies, releasing offers etc.

o Oracle performance management:

o This module also known as Talent management / PMS
o This module helps us to manage appraisal cycles as whole.

o Oracle Self Service HR: SSHR: (Important module in HRMS)

o This module used as an interface of all other modules in HRMS.
o This is web-based interface that can be configured and be available to the
employees for their usage
Business process in Oracle HRMS
o Work Structure – Functional people gather the information from client, analyze the
requirement and prepare one business document BP-80 (Business process).
o BP-80: It is one business document includes business processes along with
instructions of mapping the requirements
o Hiring the employees in organization
o Payroll of employees
o Leave Management
o Transfer / Re-assignment
o Exit Management

o According to company / Labour act, we have to setup all these modules

Oracle HRMS Information Model:
o Whenever we define any information in front end, by default all information will be
stored into the backend tables
o By default, oracle application provided standard table for each and every module
o HRMS Tables:
Creation of Locations and Organizations overview:
o Location means Business group location
o Before defining the business group, first we have to define the location in HRMS
Module
o Login to HRMS Module using standard Human Resource Vision Enterprise
responsibility
o Work Structure > Location
o It displays standard location creation form
o Enter Name: Related location name
o Address details: enter address as well as country details
o For other countries, we need to enter the proper location and address with Pin code
details which will be useful for tax calculation.
o Address Style: select country
o Address: Enter Company address
o Timezone:
o Save the details
o After that we can define Business group
Extra Information Types:
o EIT: It is one descriptive flex field
o EIT are created based on the Six (6) information types:
o Person: If we want to get any extra information about any person
o Assignment EIT: To get extra information about projects
o Organization: To get any extra information about organization
o Location: To store extra information about locations
o Job: To store the extra information about job
o Position: To store extra information about position
o EIT will display with help of segments
o How to create EIT:
o Select Application Developer Responsibility > Flexfield > Descriptive > Segment
o Query Extra Person Information > Enter Code, Name and Description
o Click on segment > Enter all required details > Save
o To Register the EIT:
o Select Human Resource responsibility (HRMS)
o View > Submit New Request > select Register extra information type program
 Enter table name: Per_People_Info_types
 Information type: Select enterd details in EIT
 Multiple Rows: Yes
 Legislation Code: select country code
o Submit
o Add EIT to the HRMS responsibility
o Select Human Resource responsibility (HRMS)
o Security > Information types security
o Select responsibility name > Human responsibility
o Add EIT name in list of values
o Save
o Enter the values in EIT
o Go to People > Enter and maintain
o Query employee > Others > Extra Information
o Select created EIT > open and enter the details
o save
Special Information Types:
o SIT: Used to store the special information about the business or employees
o SIT: It is nothing but the Key Flex Field, used to store the mandatory information
o KFF is a collection of segments, it takes the frequent data means any information we
enter will be saved in different type of segments
o How to setup SIT:
o With help of segments will create structure of SIT
o Select Application Developer Responsibility > Flexfield > Key > Segments
o In HRMS, we have six (6) types of key flexfield
 Job
 Position
 Grades
 People Group
 Competence
 Cost Allocation
o Query “Personal Analysis Flexfield” used to display extra information only
o Click on ADD > Enter code, Title, Description in list of values
o Click on segment > enter the segments like Vehicle No > Create values set and
save the details
o Click on “Allow dynamic insert” and “freeze flexfield definition”
o Click on Compile
o Add the SIT to responsibility:
o Select Human Resource Responsibility
o Other definitions > Special Information Types
o Click on add > Enter created SIT in list of values > make it enable under ADA
o Save
o Enter the values in SIT:
o Go to People > Enter and Maintain
o Click on Special Info tab > Select created SIT > enter the details
o Save
o After saving details are saved in table Per_Person_Analysis and
Per_Person_Criteria
Flex Fields in HRMS:
o Using Key Flexfield, we can define our company structure and also used to store
mandatory information of business
o There are six (6) types of key flexfield in HRMS Module
 Job Flexfield
 Position Flexfield
 Grade Flexfield
 People Group Flexfield
 Cost Allocation Flexfield
 Competence Flexfield

o Define Job Flexfield, Grade Flexfield and Position Flexfield at business group level:
o Define Job:
o We can define the Job flexfield with help of segments
o Login to HRMS Module > select human resource responsibility
o Work Structure > Job > Description
o Click on New to create Job Group
o Job Group: Enter any related name
o Name: enter job code and name of job
o Date: select effective date for job group
o Save
o Define Grades:
o Login to HRMS Module > select human resource responsibility
o Work Structure > Grade > Description
o Enter required details number, Name, short name
o Define Position:
o Login to HRMS Module > select human resource responsibility
o Work Structure > Position > Description
o Enter required details number, Name, short name
o Click on new to create new position
o Start Date: effective date
o Date Effective name:
 Position number: 01
 Position name: Manager
o Type: shared/pooled
o Organization: Select Business group name
o Job: Select created job
o Status: Active then save
o To see the structure of these flexfield
o Select application developer responsibility > Key > Segments
o Query any one from above mentioned flexfield
 Job Flexfield
 Position Flexfield
 Grade Flexfield
Oracle Payroll:
o Main purpose of this module is to maintain the employee’s payroll related details;
Whom to pay, how to pay, how much to pay, when to pay etc. can be managed
through this module
o Each and every company has to maintain payroll system, every country has different
types of payroll
o We have to write fast formula to calculate the salaries. Earnings, and deductions of
employees in payroll
o Oracle Payroll has two (2) mandatory key flexfield
 People Group
 Cost Allocation

o Payroll setup:
o To define the payroll setup, we compulsory need following components
 Elements
 Earning
 Deductions
 Input values
 Taxes
 Balances
o Elements are used to represent all types of earnings, deductions, and benefits
o Define the elements:
 Login to HRMS Module > Select HRMS Responsibility
 Total Compensation > Basic > Element Description
 It displays the standard element creation form
 Enter Element name: Bonus
 Reporting name: same as element name
 Classification: Select Earning from list of values
 Category: Regular
 Type:
 Recurring: It is processing the element in every month/period
 Non-Recurring: It is processing the element only once in current
period
 Calculation Rule: Percent of Earning
 Save
o Enter the values in element:
 Total Compensation > Basic > Element Description
 Query created element > Click on Input values
  Click on Pay value > Enable User Enterable tab
 Save
o Create Element Links
 We can link created element to employees / payroll
 Total Compensation > Basic > Link
 Enter all the required details to link the elements
 Query created element
 Eligibility criteria: Select any one column to enter the details
 Organization: select business group name
 Link to all payroll: if we want to link this element to all the payroll in
organization, enable It
 Transfer to GL: after completing the transaction, system will generate
one journal to transfer this in GL
 Save
 Click on Input values > check the details > Save

o Create Element Entries

 Once we defined the element link, we have to create element entries to
distribute this element to individual employee based on eligibility
 Entries stores the name of element along with input values
 Element entries having two (2) types
 Automatic Entries
 Manual Entries
 To create Automatic Entries, we must have to follow some conditions
 Element link must be standard
 Created element must be recurring element
 Assignment must be eligible for the link based on the criteria
defined on link
 After creating element entries, we can assign the element to the
employees / Payroll
Batch Element Entries:
o Using Batch element entries, we can directly fill element entries in number of
assignments (Only in one interface)
o
Defining Payroll:
o Payroll is required to setup employees salaries with single frequency
o Login to HRMS Module > Human Resource responsibility
o Payroll > Description
o It displays standard payroll creation form
o Name: Enter related name for payroll (E.g. Ex_Monthly_Payroll)
o Period Type: Select Calendar Month
o Number of years: enter no of years
o Dafualt:
 Payment Method: select standard payment method as cheque
 Consolidation set: select business group
 Costing: Cost allocation Flexfield
 Company: select company name
 Labour Distribution: Select your labour distribution
 Products: Select product details
 Effective Date: select start date
 Save
 Go to further payroll Information
 Save
o Link the payroll to Element:
o Total compensation > Basic > Link
o Query created element > go to Payroll under eligibility criteria and assign the
created payroll
o GL Mapping
o After setting up the payroll we have to do the GL mapping mandatorily to run
the payroll run and transfer to GL
o Payroll > GL Flexfield Map
o Query created payroll
o Ladger: assign the ledger
o Go to Payroll to GL segment mapping
 Payroll costing segment:
 1st Segment is company:
 2nd Segment is Labour Distribution
 3rd Segment is Cost Center
 4th segment is GL Code
 GL Chart of Accounts Segment
 1st Segment is company:
 2nd Segment is Sub-Account
  3rd Segment is Department
 4th Segment is Account
o Save
o After completing all above steps, we can assign the payroll to employees on
assignment screen

Create Balances:
o Balance is used to store the positive or Negative accumulation of element
o This is used to whenever we run payroll run we will get a input values
o Balances is used to track the aggregated value associated with one or more element
o Login to HRMS Module > Human resource manager responsibility
o Total Compensation > Basic > Balance
o Name: enter related balance name
o Category: Pre-tax Deduction
o Units: Money
o Currency: USD / INR
o Go to Primary Balance
o Element: Select created element
o Input Value:
o Save
o Click on Feeds Tab: Feeds is nothing but the process to assign element to balance
o Element name: select element
o Classification: Earning / Deduction
o Input Value name: Pay value
o Add or Subtract: Add/Subtract
o Save
Write Fast Formula
o Main purpose of fast formula is used to calculate element pay values, Run result
during payroll processing
o There are three steps to write a fast formula
o Create Fast Formula
o Create formula function
o Create formula result

o Create Fast Formula:

o Total Compensation > Basic > Fast Formula > Write Formula
 Name: Enter related name
 Type: Oracle Payroll
 Save
o Click on Edit
 Write a formula under edit tab
 Defualt for party_id is 0
Input are
Leg_code (text),
Person_type (text),
Party_code (number),
X=Ex_pac(‘person type: ‘, person type)

Click on Verify
o Create Formula function:
o Total compensation > Basic > Fast Formula > Formula Function
 Name: enter related name
 Data types: select data types
 Class: External function
 Save
 Click on context usage
 Context name:
 Save
o Go to run the payroll
o View > Submit new Request > Payroll run
Absence management and PTO accrual plans:
o PTO Accrual plan: Paid time off
o In Oracle HRMS, absence management can contain different types of accrual plans
o Accrual Plans: oracle provides accrual plan functionality to calculating leaves balance
calculation, balance carry over to next calculation
o Every company will consider the three (3) points to calculate the accrual plan
o Opening balance – Need to store opening balance in element
o Leave Adjustment
o Leave Encashment
o Set up of Accrual Plan:
o Select HRMS Module > HRMS Manager responsibility
o Create new element for Opening balance
o Total Compensation > Basic > Element Description
o Name: Enter related name
o Primary classification: Earnings
o Type: Non-Recurring
o Termination: Last standard process
o Currency:
o Further Information:
 Earning: Regular
o Save

o Create new element for Leave Adjustment

o Total Compensation > Basic > Element Description
o Name: Enter related name
o Primary classification: PTO Accruals
o Type: Non-Recurring
o Termination: Last standard process
o Currency:
o Further Information:
 Accrual: Vacation
o Save

o Create new element for Leave Encashment

o Total Compensation > Basic > Element Description
o Name: Enter related name
o Primary classification: Earnings
o Type: Non-Recurring
 o Termination: Last standard process
o Currency:
o Further Information:
 Earning: Regular
o Save

o Create element link for all above element:

o Total Compensation > Basic > Link
o Query created elements one by one
o Select organization
o Select payroll
o Check input values
o Save

o Create Accrual Plan

o Total compensation > Basic > Accrual Plans
o Plan name: enter related name for accrual plan (e.g. XX_Sick_Leaveplan)
o Accrual category: Sick
o Accrual start: select start date
o Accrual units: Days
o Accrual Formula: PTO_Payroll_Calculation
o Carry over Formula: PTO_Payroll_Carryover
o Absence Information:
 Name: Enter related name
 Units: Days
o Save
o Click on Accrual Bands
 Years of service from: 0
 Years of service to: 50
 Annual Rate: 30
o Save
o Click on Net calculation rules:
o Whenever we create an Accrual plan, system will generate the elements and links
automatically
o After this, we can assign the accrual plan to employees / Payroll
o People > Enter & maintain
o Click on Assignment > Element Entries
o Add Accrual plan in element list of values
o Save
o To check the employee’s accruals
o Go to Fastpath > Accruals
o Query employee > find
o Query the accrual plan
o After completing the setup of accrual plan, details are saved into the different tables
o Go to Other definitions > Table Values > check the tables
Self Service HR: Important Module in HRMS (Web application Modules)
o Main content of SSHR is to create own responsibilities, Users, Security profiles,
functions, Menus, configuring the functions, assign functions to menu
o First, we have to create Users, Responsibilities, Menus, Functions
o We use standard security functions in the forms, using these forms we ca define
different type of setup in SSHR
o Create self service responsibilities for managers and non-manager users
o Create and test self-service users
o Assign required responsibilities to the users

o Setups:
o Creation of new user
 Select System Administrator Responsibility
 Security > User > Define
 It displays standard user creation form
 User Name: Enter user name
 Password: Enter related password
 Effective dates: User start date
 Responsibility: enter responsibility name and save

o Creation of Responsibility
 Select System Administrator Responsibility
 Security > Responsibility > Define
 It displays standard responsibility creation form
 Responsibility Name: Enter name
 Application: Select Module Name
 Responsibility Key: Same as Responsibility name
 Effective date: select start date

 Available from: Select Oracle Self service web application

 Data Group: Select “standard” data group
 Application: select module name
 Menu: “Manage Self Service”
 Save and assign responsibility to user
 o Configuring Self-Service Functions
 Functions is always used to call the forms or to invoking the forms
 Select Application developer responsibility > Application > Function
 It displays standard function creation form
 Function: Enter any name
 User function name: same as function name
 Click on properties
 Type:
 Click on Forms
 Form: Select created form or existing form
 Save

o Configuring Self-Service Menu

 Select Application developer responsibility > Application > Function
 It displays standard Menu creation form
 Menu: Enter any name
 User menu name: same as above
 Seq: 1
 Prompt: Give any name
 Function: Assign / select created function
 Save & compile
 Check in view > Find

o Approvals:
o AME Process: Approval Management Engine
o In SSHR, AME process is required for workflow
o First, we have to create Approval Group and Approval Assignments
o