Hr core complete_setup_lab

2015
Core HRMS Setups
GE Confidential

Core HRMS Setups
Table of Contents
1. Setting up HRSETUP user .......................................................................................................................... 4
2. Create Custom Responsibility ................................................................................................................... 4
3. Add responsibility to a user: ..................................................................................................................... 5
4.Key Flexfields Setup ................................................................................................................................... 6
4.1 Define Job Flexfield ............................................................................................................................. 6
4.1.1 Define Job Flexfield Value Sets .................................................................................................... 6
4.1.2 Define Job Flexfield Segments ..................................................................................................... 9
4.1.3Define Job Flexfield Segment Values .......................................................................................... 11
4.2 Define Position Flexfield ................................................................................................................... 17
4.3 Define Grade Flexfield....................................................................................................................... 17
4.4 Define People Group Flexfield .......................................................................................................... 18
4.4.1 Define People Group Flexfield Value Sets.................................................................................. 18
4.4.2 Define People Group Flexfield Segments................................................................................... 19
4.4.3 Define People Group Flexfield Segment Values ........................................................................ 21
4.5 Define Competency Flexfield ............................................................................................................ 22
4.6 Define Cost Allocation Flexfield ........................................................................................................ 23
4.6.1 Define Cost Allocation Flexfield Segments ................................................................................ 23
4.6.2 Define Cost Allocation Flexfield Segments and Qualifiers ......................................................... 25
5. Descriptive Flexfield Setup...................................................................................................................... 28
5.1 Define Descriptive Flexfield Segments.............................................................................................. 28
5.1.1 Set up Additional Personal Details Flexfield .............................................................................. 28
5.1.2 Set up Additional Assignment Details Flexfield ......................................................................... 29
5.1.3 Freeze the Add'l Salary Admin. Details DFF ............................................................................... 31
6. Extra Information Descriptive Flexfield Setup ........................................................................................ 31
6.1 Define Extra Information Descriptive Flexfields ............................................................................... 32
6.2 Define Extra Information Descriptive Flexfield Value Sets ............................................................... 32
6.3 Define Extra Information Descriptive Flexfield Segments ................................................................ 32
6.4 Define Extra Information Flexfield Segment Values ......................................................................... 32
6.5 Register Extra Information Types...................................................................................................... 32
7. Work Structure Setup ............................................................................................................................. 32
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7.1 Define Organization Structures......................................................................................................... 32
2
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Core HRMS Setups
7.1.1 Define Business Group Locations............................................................................................... 32
7.1.2 Create or Adapt a Business Group ............................................................................................. 34
7.1.3 Set Profile Options Based on Business Group............................................................................ 39
7.1.4 HR: Security Profile .................................................................................................................... 39
8. Define Lookup Types and Values ............................................................................................................ 39
9. Complete GRE Organization Information ............................................................................................... 40
9.1 Enter GRE/Legal Entity Additional Information ................................................................................ 41
10. Complete Operating Unit Organization Information ............................................................................ 44
11. Create HR Organizations ....................................................................................................................... 45
11.1 Create Organization Hierarchy........................................................................................................ 46
12. Define Jobs ............................................................................................................................................ 48
13. Salary Administration............................................................................................................................ 50
13.1 Create Salary Components; Lookup Types and Values ................................................................... 50
13.2 Define a Salary Basis ....................................................................................................................... 51
14. Set up the Payroll .................................................................................................................................. 52
14.1 Define Payment Methods for Payroll Setup ................................................................................... 52
14.2 Define Payroll Consolidation Sets ................................................................................................... 54
14.3 Define Payrolls ................................................................................................................................ 54
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Core HRMS Setups
1. Setting up HRSETUP user
After the E-Business Suite has been installed, the DBA’s will create a user account for the analyst. In this case our user is
HRSETUP. HRSETUP has been assigned the System Administrator responsibility so that he can create responsibilities.
Login as HRSETUP.
2. Create Custom Responsibility
(R) System Administrator: (N) Security  Responsibility  Define
Responsibility Demo US Super HRMS Manager
Application Human Resources
Responsibility Key DEMO_US_SHRMS
Effective Dates 1-Jan-1951
Data Group Name Standard
Data Group
Application
Human Resources
Available From Oracle Applications
Menu US SHRMS Navigator
Request Group Name US SHRMS Reports & Processes
Request Group
Application
Human Resources
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Core HRMS Setups
Note: This responsibility will have all the menus and functions of the standard US Super HRMS Manager responsibility.
In order to have a different menu set we will have to create our own menu. (Separate Tutorial for that)
Assign the Demo US Super HRMS Manager to yourself (HRSETUP)
3. Add responsibility to a user:
(R) System Administrator (N) Security  User Define  User Name (Q) HRSETUP
Then add the responsibility and save your work.

Core HRMS Setups
4.Key Flexfields Setup
The Key Flexfield Structures must be defined before defining the Business Group in Oracle HRMS. For each key
flexfield, the following must be defined:
Structure Name
Flexfield segment names, order, validation options and qualifiers
Flexfield value sets.
4.1 Define Job Flexfield
The Job is one possible component of the Employee Assignment in Oracle Human Resources. The Job is used to
define the working roles performed by your employees. Jobs are independent of Organizations and can be shared
amongst Organizations. Using Organizations and Jobs you can manage employee assignments in which employees
commonly move between Organizations but keep the same Job.
The Job Flexfield is used to create Job Names which are a unique combination of segments. It is helpful to keep in
mind when designing Jobs that all Regulatory reporting is developed from the Job level.
4.1.1 Define Job Flexfield Value Sets
To validate the values which a user can enter for any Job segment, you must define a specific Value Set.
(R) System Administrator: (N) Application  Validation Sets
Value Set Name DEMO_US_JOB_DEPT
Description
_No security
List Type LIST OF VALUES
Format Validation
Format Type Char Maximum Size 30 Precision
Number Only (0-9)
Uppercase Only (A-Z)
Right-justify and Zero-fill Numbers (0001)
Min Value Max Value
Validation
Validation Type Independent

Core HRMS Setups
Value Set Name DEMO_US_JOB_NAME
Description
_No security
Format Validation
Number Only (0-9)
Min Value Max Value
Value Validation
Validation Type Dependant
Independent Value Set
Name DEMO_US_JOB_DEPT
Dependant Default Value
Value DEFAULT
Description Default

Core HRMS Setups
Value Set Name DEMO_US_JOB_LEVEL
Description
_No security
Format Validation
Number Only (0-9)
_X_ Uppercase Only (A-Z)
Min Value Max Value
Value Validation

Core HRMS Setups
4.1.2 Define Job Flexfield Segments
Define a structure for your Job Flexfield which contains the segments you want to use for your Business Group. You
will use this structure to create your unique Job Names in the Job window.
(R) Application Developer (N) Application  Flexfield  Key  Segments (Q) Job Flexfield
Applicati
on
Structures
Oracle Human
Resources
Flexfield Title Job Flexfield
Code Title Description View Name
DEMO_US_JOB_
FLEXFIELD
DEMO_US_JOB_
FLEXFIELD
_X_ Freeze Flexfield
Definition
_X_ Enabled Segment Separator .
Cross Validate Segments Freeze Rollup
Groups
_X_ Allow Dynamic
Inserts

Core HRMS Setups
Segments Summary
No Name Window
Prompt
10 Job Department Job
Department
Column Value Set Displayed/
Enabled
SEGMENT1 DEMO_US_JOB_DEPT _X_/_X_
20 Job Name Job Name SEGMENT2 DEMO_US_JOB_NAME _X_/_X_
30 Job Level Job Level SEGMENT3 DEMO_US_JOB_LEVEL _X_/_X_
Note: Once the segments are defined and saved make sure you Freeze the Flexfield Definition, check the Allow
dynamic insert checkbox and compile it. It is a very important step and if this not done you won’t be able to use
your structure for your business group.
Once compiled you should see the following message:

Core HRMS Setups
4.1.3Define Job Flexfield Segment Values
If you have chosen Independent or Dependent validation for a Value Set used by a Job Flexfield Segment, you must define
your list of valid values for the Value Set. Demo Corporation is using DEMO_US_JOB_DEPT, DEMO_US_JOB_NAME
AND DEMO_US_JOB_LEVEL for Validation. The list of Job Departments, Job Names and Job Levels to be used in each
value set follows the form illustration below.
DEMO_US_JOB_DEPT setup
(R) System Administrator (N) Application  Validation  Values
Title DEMO_US_JOB_DEPT Structure
Independent Segment Dependent Segment
Independent Value Value Description
Values
Value Translated Value Description Enabled From To
CORP CORP Corporate
FIN FIN Finance
HR HR HR
IT IT IT
Below is the screenshot:

Core HRMS Setups
DEMO_US_JOB_NAME setup
Title DEMO_US_JOB_NAME Structure
Independent Value CORP Value Description
Values
CEO CEO
CFO CFO
President President
Independent Value FIN Value Description
Values
Vice President Vice President
Director Director

Core HRMS Setups
Manager Manager
Supervisor Supervisor
Officer Officer
Accounting Clerk Accounting Clerk
Independent Value HR Value Description
Values
Director Director
Manager Manager
Supervisor Supervisor
Officer Officer

Core HRMS Setups
Independent Value IT Value Description
Values
Director Director
Manager Manager
Analyst Analyst
Developer Developer
Below is the screen shot:

Core HRMS Setups
DEMO_US_JOB_LEVEL setup
Title DEMO_US_JOB_LEVEL Structure
Values
EXEC EXEC Executives
I I Level I
II II Level II
III III Level III
MGR MGR MGR
SUPR SUPR SUPR

Core HRMS Setups
The following job combination needs to be set up:
Job Department Job Name Job Level
CORP CEO EXEC
CORP CFO EXEC
CORP CIO EXEC
CORP President EXEC
FIN Vice President EXEC
FIN Director MGR
FIN Manager MGR
FIN Officer I
FIN Officer II
FIN Officer III
FIN Supervisor SUPR
FIN Accounting Clerk I
FIN Accounting Clerk II
FIN Accounting Clerk III
HR Vice President EXEC
HR Director MGR
HR Manager MGR
HR Officer I
HR Officer II
HR Officer III
HR Supervisor SUPR
IT Vice President EXEC
IT Director MGR
IT Manager MGR
IT Analyst I
IT Analyst II
IT Analyst III
IT Developer I
IT Developer II
IT Developer III

Core HRMS Setups
4.2 Define Position Flexfield
Positions, like Jobs, are used to define employee roles within Oracle Human Resources. Like Jobs, a Position is an
optional component of the Employee Assignment. However, unlike Jobs, a Position is defined within a single
Organization and belongs to it. Positions are independent of the employees who are assigned to those positions. The
Position Flexfield is used to create Position Names which are a unique combination of segments. In general Positions are
not utilized in smaller organizations due to the maintenance effort required to maintain them.
Note: In our case we are NOT using position to avoid complexities. We will just setup the flexfield so that the
company can use it in the future if it decides to.
4.3 Define Grade Flexfield
Grades are used to represent relative status of employees within an enterprise, or work group. They are also used as
the basis of many Compensation and Benefit policies.
(R) System Administrator (N) Application  Flexfield  Key  Segments (Q) Grade Flexfield
Screenshot for Structure Set up: DEMO_US_GRADE_FLEXFIELD

Core HRMS Setups
Screenshot for Segments setup:
Note: Freeze and compile your flexfield definition.
4.4 Define People Group Flexfield
The People Group flexfield lets you add your own key information to the Employee Assignment. You use each segment
to define the different groups of employees which exist within your own enterprise. These may be groups which are not
identified by your definitions of other Work Structures. Demo Corporation will use the People Group flexfield to define
different eligibility groups of employees.
4.4.1 Define People Group Flexfield Value Sets
To validate the values which a user can enter for any People Group segment, you must define a specific Value Set.
(R) System Administrator: (N) Application  Validation Sets
Value Set Name DEMO_UNION
Description
Security Available
List Type List of Values

Core HRMS Setups
Format Validation
Number Only (0-9)
Min Value Max Value
Value Validation
4.4.2 Define People Group Flexfield Segments
Define a structure for your People Group Flexfield which contains the segments you want to use for your Business
Group. You will use this structure to enter People Group details in the Assignment window.
(R) System Administrator (N) Application  Flexfield  Key  Segments (Q) People Group Flexfield
Applicati
on
Oracle Payroll Flexfield
Title
People Group Flexfield

Core HRMS Setups
Structures
DEMO_PEOPLE_GROU
P_FLEXFIELD
Demo People Group
Flexfield
_X_ Freeze Flexfield Definition _X_ Enabled Segment Separator
Cross Validate Segments Freeze Rollup Groups _X_ Allow Dynamic Inserts
Segments Summary
No Name Window Prompt Column Value Set Displayed/ Enabled
10 Demo Union Demo Union Segment1 DEMO_UNION X_X
20 OT Eligible OT Eligible Segment2 Yes_No X_X
30 Sick Pay Eligible Sick Pay Eligible Segment3 Yes_No X_X

Core HRMS Setups
Note: Once the segments are defined and saved make sure you Freeze the Flexfield Definition and compile it. It is a very
important step and if this not done you won’t be able to use your structure for your business group.
4.4.3 Define People Group Flexfield Segment Values
If you have chosen Independent or Dependent validation for a Value Set used by a Segment in your People Group
Flexfield, you must define your list of valid values for the Value Set.
(R) System Administrator (N) Application  Validation  Values
Title DEMO_UNION Structure
Values
EMP_UNION1 EMP_UNION1 Employee Union1 _X_
MANAGER_UNION MANAGER_UNION Managers Union _X_
EXECUTIVE_GUILD EXECUTIVE_GUILD Executive Guild _X_
Note: You can add more values if you want in the future.

Core HRMS Setups
Note: The Yes_No value set used for the segments two and three are seeded value sets.
4.5 Define Competency Flexfield
Define a structure for your Competency Flexfield which contains the segments you want to use for your Business
Group. You will use this structure to enter Competency details for Human Resources, iRecruitment and Oracle Training.
Note: Demo Corp is currently not using this feature but we will set this up for future use.
Segments screenshot

Core HRMS Setups
4.6 Define Cost Allocation Flexfield
This is required to ensure the correct Payroll costs are accurately sent to the General Ledger. The General Ledger Chart
of Accounts were designed to be Global across all Set of Books, and therefore likewise for Business Groups. This global
Cost Allocation Flexfield has also been applied to Demo Corporation Business Group set ups.
Note: There will be a separate document for Cost Allocation Key Flexfield
4.6.1 Define Cost Allocation Flexfield Segments
Define a structure for your People Group Flexfield which contains the segments you want to use for your Business
Group. You will use this structure to enter People Group details in the Assignment window.
(R) System Administrator (N) Application  Flexfield  Key  Segments (Q) Cost Allocation Flexfield
Application Oracle Payroll Flexfield Title Cost Allocation Flexfield
Structures
DEMO_US_COST_ALL
OCATION_KF
DEMO_US_COST_ALL
OCATION_KF
_X_ Freeze Flexfield Definition _X_ Enabled Segment Separator
Cross Validate Segments Freeze Rollup Groups _X_ Allow Dynamic Inserts

Core HRMS Setups
Segments Summary
No Name Window Prompt Column Value Set Displayed/
Enabled
1 Company Company Segment1 XXCC_GL_COMPANY X_X
2 Account Account Segment2 XXCC_GL_ACCOUNT X_X
3 Department Department Segment3 XXCC_GL_DEPARTMENT X_X
4 Project Project Segment4 XXCC_GL_PROJECT X_X
5 Intercompany Intercompany Segment5 XXCC_GL_COMPANY X_X
6 Future Future Segment6 XXCC_GL_FUTURE X_X

Core HRMS Setups
Note: Once the segments are defined and saved make sure you Freeze the Flexfield Definition and compile it. It is a very
important step and if this not done you won’t be able to use your structure for your business group.
4.6.2 Define Cost Allocation Flexfield Segments and Qualifiers
Number Segment Name Name Description Enabled Notes
1 Company Assignment Limits segments displayed on
the Employee Assignment
screens
Yes No change; Global
Balancing Limits segments displayed in
the balancing flexfield on the
Define Element screen
Element Limits segments displayed in
the costing flexfield on the
Element Entry Limits segments displayed on
the element entry screens
No No change; Global
Organization Limits segments displayed on
the Define Organization
screen
Payroll Limits segments displayed on
the Define Payroll screen

25
2 Account
Assignment Limits segments displayed
on
the Employee
Assignment screens
Balancing Limits segments displayed
in
the balancing flexfield on
the
Element Limits segments displayed
in
Element Entry Limits segments displayed
on
Organization Limits segments displayed
on
the Define
Organization screen
Payroll Limits segments displayed
on
3 Department
on
the Employee
Assignment screens
in
the
in
on
on
the Define
Organization screen
on
4 Project
on
the Employee
Assignment screens
in
the
in
on

on
the Define
Organization screen
on
5 Intercompany
on
the Employee
Assignment screens
in
the
in
on
on
the Define
Organization screen
on
6 Future
on
the Employee
Assignment screens
in
the
in
on
on
the Define
Organization screen
on

27
Core HRMS Setups
5. Descriptive Flexfield Setup
Use descriptive flexfields to define your own additional fields to standard Oracle windows. For example, if you want
to record the number of years of Industry experience for any person you can define a segment of the Additional
Personal Details flexfield to record this additional information.
After this, you can enter or view Industry Experience in the Person window after the standard Personal
details.
Define Descriptive Flexfields
You can define two types of descriptive flexfield Segments:
Global Segments – segments always appear in the flexfield window.
Context-Sensitive Segments - segments appear only when a defined context exists.
You can prompt a user to enter the context, or you can provide the context automatically from a reference field in
the same region.
Note: There will be a separate note on ‘How to set up Context sensitive DFF’
5.1 Define Descriptive Flexfield Segments
Define the segments of your Descriptive Flexfield for each Context. Use Global Context to define any segments which
will always appear in the flexfield window. Enter your own Context Name to define segments which will appear only for
that context.
5.1.1 Set up Additional Personal Details Flexfield
(R) System Administrator (N) Application  Flexfield  Descriptive  Segments (Q) Additional Personal Details
Application Oracle Human Resources Title Additional Personal Details
_X_ Freeze Flexfield Definition Segment Separator Period (.)
Context Field
Prompt Context Value Required
Value Set Displayed
Default Value
Reference Field
Context Field Values
Code Name Description Ena
bled
Global Data
Elements
Global Data Elements Global Data Elements Context _X_

Core HRMS Setups
Segments Summary
Name Window
Prompt
Enabled
10 Years of
Industry
Experience
Years of Industry
Experience ATTRIBUTE1 Number
_X_/_X_
20 Oracle
Certified Oracle Certified ATTRIBUTE2 HR_US_YES_NO
_X_/_X_
5.1.2 Set up Additional Assignment Details Flexfield
(R) System Administrator (N) Application  Flexfield  Descriptive  Segments (Q) Additional Personal Details
Application Oracle Human Resources Title Additional Assignment

Core HRMS Setups
Details
_X_ Freeze Flexfield Definition Segment Separator Period (.)
Context Field
Prompt Context Value Required
Value Set Displayed
Default Value
Reference Field
Context Field Values
Code Name Description Ena
bled
Global Data
Elements
Global Data Elements Global Data Elements Context _X_
Segments Summary
Name Window
Prompt
Enabled
10
Legacy
Employee
Legacy Employee
Number ASS_ATTRIBUTE1
_X_/_X_

Core HRMS Setups
Number
20 Business Card
Title
Business Card
Title ASS_ATTRIBUTE2 30 Characters
_X_/_X_
30 Previous
Company
Previous
Company ASS_ATTRIBUTE3 30 Characters
_X_/_X_
5.1.3 Freeze the Add'l Salary Admin. Details DFF
We need to freeze this DFF in order to enter the salary details for an employee.
6. Extra Information Descriptive Flexfield Setup
Extra Information Descriptive Flexfield is not being used by Demo Corporation

Core HRMS Setups
6.1 Define Extra Information Descriptive Flexfields
This is currently out of scope.
6.2 Define Extra Information Descriptive Flexfield Value Sets
To validate the values which a user can enter for any descriptive flexfield segment, you must define a specific Value Set
N/A
6.3 Define Extra Information Descriptive Flexfield Segments
Define the segments of your Descriptive Flexfield for each Context. Use Global Context to define any segments which
will always appear in the flexfield window. Enter your own Context Name to define segments which will appear only for
that context – N/A
6.4 Define Extra Information Flexfield Segment Values
If you have chosen Independent or Dependent validation for a Value Set used by a descriptive flexfield Segment, you
must define your list of valid values for the Value Set N/A
6.5 Register Extra Information Types
Run this process for each Extra Information Type created. The Table Name represents the type of Extra Information
Type. The example represents the table used for the Extra Person Information Type Descriptive Flexfield.
7. Work Structure Setup
The work structure in HRMS setup includes setting up the Locations, Organizations, Jobs, Positions, Grade etc.
7.1 Define Organization Structures
<Add notes here later>
7.1.1 Define Business Group Locations
Locations refer to work location used by your enterprise.
® US Super HRMS Manager: (N) Work Structures  Location
DATE TRACK: 01-Jan-1951
Name Demo Corporation US Corporate Office
Description Corporate Office
Inactive Date _X_ Global
Address Details
Address Style United States
Address Line 1 123 Main St
Address Line 2 Suite 666
Address Line 3

Core HRMS Setups
City Los Angeles
State CA
Zip Code 90071
County Los Angeles
Country United States
Telephone 213-111-6666
Fax
State Tax Override
Inside City Limits
Payroll Tax City
Payroll Tax State
Payroll Tax Zip
Payroll Tax County
Shipping Details
Contact
Ship-To-Location Demo Corporation US Corporate Office
_X_ Ship-To Site _ _ Bill-To Site
_X_ Receiving Site _X_ Internal Site
_X_ Office Site
Other Details
Inventory Organization
Tax Name
EDI Location

Core HRMS Setups
7.1.2 Create or Adapt a Business Group
A Business Group is a special class of organization. Every Business Group can have its own set of default values, with
its own internal organizations, grades, jobs, positions, payrolls, employees, applicants, compensations and benefits.
A ’Setup’ Business Group is supplied with Oracle HRMS. This business group is used by the default responsibility. You
can use this business group with all of its default definitions as the starting point for your own Business Group, or you
can define other business groups to meet your own needs.
(R) US HRMS Manager: (N) Work Structures  Organization  Description
Name Demo Corp US Business Group Type
From 01/01/1951 To
Location Demo Corporation US
Corporate Office
Location Address (Defaults from Location)
Internal Address
Organization Classifications
Internal or External Internal
Name Enabled
Business Group X
HR Organization
GRE Legal Entity
Auditable Unit
Operating Unit

Core HRMS Setups
Business Group Additional Information
Short Name DEMOUSBG
Employee Number Generation Automatic
Applicant Number Generation Automatic
Contingent Worker Number
Generation
Automatic
Grade Flexfield Structure DEMO_US_GRADE_FLEXFIELD
Group Flexfield Structure Demo People Group Flexfield
Job Flexfield Structure DEMO_US_JOB_FLEXFIELD
Costing Flexfield Structure DEMO_COST_ALLOCATION_KF
Position Flexfield Structure DEMO_US_POSITION_FLEXFIELD
Competence Flexfield Structure Demo US Competence Flexfield
Legislation Code United States
Currency USD
Fiscal Year Start
Minimum Working Age 21
Maximum Working Age 75

Core HRMS Setups
Business Group Additional Information (Additional Organization Info)
Reporting Categories
Business Group Additional Information (Additional Organization Info)
Reporting Statuses
Business Group Additional Information - Work Day Information

Core HRMS Setups
Normal Start Time 08:00
Normal End Time 17:00
Working Hours 40
Frequency Week
Business Group Additional Information – EEO Report Details
Report Selection
Control O/E Number
Certifying Officer Name
Certifying Official Title
Contact Person
Contact Person’s Title
Contact Person’s Address (1)
Contact Person’s Address (2)
Contact Person’s City
Contact Person’s State
Contact Person’s Zip
Phone No. (with area code)
Business Group Additional Information – Benefit Defaults
Default Payroll
Create Benefits Assignment
Business Group Additional Information – PTO Balance Type

Core HRMS Setups
Balance Type Date Earned
Additional Parent Entity Information – EEO-1 Parent Entity Data
Reporting Name
Company Number
Affiliated
Additional Parent Entity Information – EEO-1/VETS Establishment Data
SIC Number
NAICS Number
GRE for Statistical Reporting
DUNS Number
Government Contractor
Apprentices Employed
Main Activities (Line 1)
Business Group Additional Information – US Processing Rules
US Processing Rules By Assignment within GRE

Core HRMS Setups
7.1.3 Set Profile Options Based on Business Group
The Profile option Enable Security Groups must be set to No if not enabling Cross Business Group Responsibility
Security, Yes if you are using this functionality.
(R) System Administrator: (N) Profile  System
Profile Site Application
(Oracle
Human
Resources)
Responsibility User (TBD)
HR: NI Unique Error or
Warning
HR: National Identifier
Validation
No Error
Warning on Fail Error on Fail
HR:Business Group Demo Corp US
Business Group
HR:Cross Business Group No
HR:User Type HR with Payroll
User
DateTrack:Reminder Always pop
warning window
HR: Security Profile Demo Corp US
Business Group
7.1.4 HR: Security Profile
This is a very important profile in Oracle HRMS. Please refer to the document on Security for more details on this.
8. Define Lookup Types and Values
Lookups supply many of the lists of values in Oracle HRMS. For example, both Title and Nationality in the Person
window use Lookups.
Some Lookup Types have been predefined. Lookup Values are the valid entries that appear in the list of values. They
make choosing information quick and easy, and they ensure that users enter only valid data into Oracle HRMS. In
each
table, only those Enable are listed – uncheck Enable on all other seeded Meanings
Type EMP_CAT Access Level
User Name EMP CAT _X_ User
Application Oracle Human Resources Extensible
Description Employment Categories System
Code Meaning Description Tag Fro
m
To Enabled
FR Full - Time Y
PR Part - Time Y
TEMP Temporary Y

Core HRMS Setups
Leaving Reasons cannot be disabled, as they are required seeded reasons. The reasons listed below are seeded reasons
that will display for US HR. Add more leaving reasons if needed.
Type LEAV_REAS Access Level
User Name Leaving reason User
Application Oracle Human Resources _X_ Extensible
Description Leaving reason System
Code Meaning Description Tag From To Enabled
EMP_TRANS Employee
Transfer
Employee
Transfer
_X_
G
Gross
Misconduct
Gross
Misconduct
_X_
Organization Type is another lookup that we need use to identify the type organization we will create in our work
structures.
Type ORG_TYPE Access Level
User Name ORG TYPE _X User
Application Human Resources Extensible
Description Organization Type System
BG Business Group _X_
DEPT Department _X_
GRE GRE _X_
GREOU
GRE/Operating
Unit
_X_
OU Operating Unit _X_
9. Complete GRE Organization Information
Organizations are the basic work structure of any enterprise. They usually represent the functional,
management, or reporting groups which exist within a Business Group.

Core HRMS Setups
® US HRMS Manager: (N) Work Structures  Organization  Description
Name Demo Corporation US Type GRE
From 01/01/1951 To
Corporate Office
Location Address
Internal Address
Name Enabled
GRE/Legal Entity x
9.1 Enter GRE/Legal Entity Additional Information
For each organization classification, you must enter additional information which is used either for reporting or
payroll processing purposes.
® Demo US Super HRMS Manager: (N) Work Structures  Organization  Description (Q) GATES US LEGAL ENTITY 
Others
GRE/Legal Entity Additional Information – Employer Identification

Core HRMS Setups
Employer Identification Number 00-00001
State Income Tax Withholding Rule All States
GRE/Legal Entity Additional Information – EEO1 Filing
EEO1 Identification Number
Dun and Bradstreet Number
Reporting Name
Affiliated
Government Contractor
GRE/Legal Entity Additional Information – Legal Entity Accounting
Set of Books
Vat Registration Number
GRE/Legal Entity Additional Information – Federal Tax Rules
Social Security Self Adjust Method
Medicare Self Adjust Method
FUTA ER Self Adjust Method
FUTA Override Rate
Type of Employment
Government Employer
Tax Group
Supplemental Calc Method
GRE/Legal Entity Additional Information – Local Tax Rules
Locality
Company Locality ID
Exempt Local Income Taxes
GRE/Legal Entity Additional Information – NACHA Rules
Company Name

Core HRMS Setups
Service Class Code
NACHA Standard Entry Class Code
Company Identification
Company Discretionary Data
Message Authentication Code
Individual Identification
Company Entry Description
GRE/Legal Entity Additional Information – State Employer Account # Info
State Code
State Employer Account Number
Tax Type
GRE/Legal Entity Additional Information – W2 Reporting Rules
W-2 Transmitter
2678 Filer
Company Name
Contact Name
Problem Notification Method
Preparer
Tax Jurisdiction
Terminated GRE
Third Party Sick Pay
Other EIN
Computer
Internal Labeling
Density

Core HRMS Setups
Recording Code
Blocking Factor
Job Development Fee (AL)
PR 499R Starting Control Number
10. Complete Operating Unit Organization Information
Organizations are the basic work structure of any enterprise. They usually represent the functional, management,
or reporting groups which exist within a Business Group.
Note: In most case the same organization represents both the GRE/Legal entity and Operating Unit. In case of
Demo
Corporation, the organization ‘Demo Corporation US’ will represent the operating unit as well.
® Demo US Super HRMS Manager: (N) Work Structures  Organization  Description
Name Demo Corporation US Type Operating Unit
From 1/1/1951 To
Corporate Office
Location Address
Internal Address
Name Enabled
Operating Unit X
HR Organization X

Core HRMS Setups
Operating Unit Information
Primary Ledger CCLEDGER2021(USD)
Default Legal Context CC_US_LE
Operating Unit Short Code DEMOUSOU
11. Create HR Organizations
Organizations are the basic work structure of any enterprise. They usually represent the functional, management,
or reporting groups which exist within a Business Group. (See attached for full list.)
At this point we will have the following organizations which are the departments:
Name Demo Corporation US - Finance Type Department
From 1/1/1951 To
Location Demo Corporation
Corporate Office
Location Address
Internal Address
Name Enabled

Core HRMS Setups
HR Organization _X_
HR Organization Additional Information – Work Day Information
Normal Start Time Workday information for all HR Organizations will default
from the business group
Normal End Time
Working Hours
Frequency
The three other departments are:
Demo Corporation US - Human Resources
Demo Corporation US – IT
Demo Corporation US - Corporate
11.1 Create Organization Hierarchy
You can represent your management or other reporting structures by arranging these organizations into reporting
hierarchies. An organization can belong to any number of hierarchies, but it can only appear once in any
hierarchy.
Navigation:
(R) Demo US Super HRMS Manager> Work Structures > Organization > Hierarchy
Name your Hierarchy: Demo Corporation US Hierarchy
Note: Once you save it the Business Group shows up as the top organization. In the subordinate add the GRE. Click the
button and then add the GRE/Operating Unit as a subordinate of the business group. Save your work. Click the
button and add the Departments as subordinate of the operating unit. Below is a screenshot:

Core HRMS Setups
Once you set up the hierarchy you can view the hierarchy in the
diagrammer. Navigation:
(R) Demo US Super HRMS Manager> Work Structures > Organization > Diagrammer
Query for your hierarchy: Demo Corporation Org Hierarchy

Core HRMS Setups
Open the editor and expand the nodes to see the hierarchy you have built:
12. Define Jobs
Jobs can be generic or specific roles within your enterprise. By definition they are independent of
organization structures and are generally used where there is flexibility in employee roles.
A ’Job Name’ is a unique combination of values in the segments of the job flexfield structure that you have linked to
your Business Group. The Setup Job Group (HR Default Job Group) can be renamed and used or we can define our
own job group and define jobs within that job group. In this case we are renaming the job group that was created with
the creation of the business group to Demo Corp US Job Group.
®Demo US Super HRMS Manager: (N) Work Structures  Job Group

Core HRMS Setups
We will now create the jobs under this job group. The example below is for the first job in the list.
® US HRMS Manager: (N) Work Structures  Job  Description
Job Group Demo Corp Job Group
Name 100.CEO
Dates 01/01/1951
Approval Authority Left Blank
Additional Employment Rights
Benchmark Job
Benchmark Job Name Left Blank
Further Information
FLSA Code Exempt
Similarly we will create the following jobs:
Job Department Job Name Job Level FSLA Code
CORP CEO EXEC Exempt
CORP CFO EXEC Exempt
CORP CIO EXEC Exempt

Core HRMS Setups
CORP President EXEC Exempt
FIN Vice President EXEC Exempt
FIN Director MGR Exempt
FIN Manager MGR Exempt
FIN Officer I Exempt
FIN Officer II Exempt
FIN Officer III Exempt
FIN Supervisor SUPR Exempt
FIN Accounting Clerk I Exempt
FIN Accounting Clerk II Exempt
FIN Accounting Clerk III Exempt
HR Vice President EXEC Exempt
HR Director MGR Exempt
HR Manager MGR Exempt
HR Officer I Exempt
HR Officer II Exempt
HR Officer III Exempt
HR Supervisor SUPR Exempt
IT Vice President EXEC Exempt
IT Director MGR Exempt
IT Manager MGR Exempt
IT Analyst I Exempt
IT Analyst II Exempt
IT Analyst III Exempt
IT Developer I Exempt
IT Developer II Exempt
IT Developer III Exempt
13. Salary Administration
To administer salaries on an individual basis, salary administration will define the basic remuneration that an
employee will receive.
13.1 Create Salary Components; Lookup Types and Values
Lookups supply many of the lists of values in Oracle HRMS. For example, both Proposal Reasons and Performance
Ratings Types are Lookups.
Some Lookup Types have been predefined. Lookup Values are the valid entries that appear in the list of values.
They make choosing information quick and easy, and they ensure that users enter only valid data into Oracle HRMS.
® Demo US Super HRMS Manager: (N) Other Definitions  Application Utilities Lookups
Type PROPOSAL_REASON Access Level
User Name _X_ User
Application Oracle Human Resources Extensible
Description System
Add the codes that are specific to your client requirements or you can use the defaults.

Core HRMS Setups
_X_
_X_
Type PERFORMANCE_RATING Access Level
User Name PERFORMANCE RATING _X_ User
Application Oracle Human Resources
Description Performance rating.
Extensible
System
Add the codes that are specific to your client requirements or you can use the defaults.
X
13.2 Define a Salary Basis
Navigation:
(R) Demo US Super HRMS Manager > Total Compensation > Basic > Salary Basis
Salary Basis Name Salary Basis Pay
Annualization
Element
Name
Input Value
Name
Oracle Seeded /
New
Start Date
Demo Corp US Monthly 12 Regular Salary Monthly Salary New 01/01/1951

Core HRMS Setups
Monthly Salary
Note: To keep things simple for beginners we are using the Oracle seeded element ‘Regular Salary’ which is used
for monthly salaried employees. Accordingly we will create a monthly payroll for these kinds of employees. In real
life scenario you may have to create your own element to use in your salary basis.
14. Set up the Payroll
Payroll setup will be used by the organization to assign to employees assignments. You can define multiple payment
methods within the same organization. In order to set up a payroll, we will need to define payment methods that will
be used by the payroll.
14.1 Define Payment Methods for Payroll Setup
Navigation:
(R) Demo US Super HRMS Manager > Payroll > Description > (B) Valid Payment Methods
Name Demo US Monthly Payment Type Check
Currency USD Third Party
Payment
Source Bank (T)
Country United States
Bank Details Account Name Demo Corporation US Salary Account
Account Type Checking Account
Account Number 00110011
Transit Code 000000001
Bank Name Demo Bank of America

Core HRMS Setups
Costing (T)
Bank Branch Demo Bank of America - Los Angeles
Cost Payment
Cost Cleared Payment
Cost Cleared Voided Payment Only
Exclude External/Manual Payment
Transfer to GL
General Ledger (T)
Ledger
Default GL Account
Control Account
Cash Account
Cash Clearing Account
Error Account
Cash Management (T)
Bank Account
Other (T)
Further Information
Add’l Org Payment
Method Details

Core HRMS Setups
14.2 Define Payroll Consolidation Sets
Navigation: (R) Demo US Super HRMS Manager > Payroll > Consolidation
Business Group Consolidation Set
Demo Corp US Business
Group
Demo Corp US Business Group (BG defaults)
14.3 Define Payrolls
Navigation: (R) Demo US Super HRMS Manager > Payroll > Description
Payroll
Name
Period
Type
First Period
End Date
Number
of Years
Date Offset Payment
Method
Consolidation
Set
Demo
Corp US
Calendar
Month
01/31/2000 20 Check 5 Demo
Monthly
Demo Corp
Business
Monthly Scheduled 2
Run
Payment Group
Cut Off 2
Further Payroll Information:

Core HRMS Setups
Very Important note:
Make sure to create the following links:
VERTEX – Create a blank link i.e. DO NOT link to any payroll
Note this
checkbox is
unchecked
Workers Compensation - Create a blank link i.e. DO NOT link to any payroll

Core HRMS Setups
Note this
checkbox is
unchecked
US_TAX_VERTEX – Create a link and make sure you link it to all payrolls
Note this
checkbox is
checked
Regular Salary – Create a link and link it to all payrolls

Core HRMS Setups
DO NOT MAKE ANY OTHER CHANGES TO THESE SET UPS

Hr core complete_setup_lab

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