OHUG Presentation

1. <enter your company logo here>
Sean Fielding
Sheryl Morrissette
To Quickly Improve Accuracy and Efficiencies
People Management Templates

2. Objective
Due to time constraints, the following key template functionality will not
be demonstrated:
• Fast Formulas
• To supply addition details about a field
• To perform validation against data entry
• Context-Sensitive fields
• Display of Date Track History on date tracked fields
• Checklists to record progress of actions
• Generation of notification messages
The objective of this presentation is to provide a high
level understanding of templates and the steps
required to develop a basic template.

3. • Why consider People Management Templates
• Creating a People Management Template
• Additional Resources
• Questions and Answers
Agenda

4. Dunkin’ Brands, Inc.

5. Sean Fielding
Sean.Fielding@dunkinbrands.com
IT Manager, Business Process Integration Services
Sheryl Morrissette
Sheryl.Morrissette@dunkinbrands.com
Senior Analyst, Enterprise Application Services
Presenters

6. • Oracle 11.5.10.2 (Implemented Nov-2007)
o Human Resources
o Employee Self-Service
o Manager Self-Service
o Advanced Benefits
o iRecruitement
o Talent Management
o Compensation Workbench
o Time and Labor
o iLearning
o Discoverer 4i
• ADP Enterprise (Implemented Nov-2007)
o ADP Connection
OurEnvironment

7. Standard Data Entry
Example of typical
data entry via the
People Enter and
Maintain Form.
Multiple date entry
fields are provided.
However, typically a
good portion of
these are not used
by HR.

8. Descriptive Flexfields
Key employee data required for proper reporting
and employee processes is stored in DFFs.
The Oracle Beer Mug provides the access
point to the DFF Data

9. Information Types
Additional employee
data may be stored in
Extra Information Types
or Special Information
Types

10. Additional Data Entry
Multiple Addresses must be entered
The Employee’s GRE must be entered
Multiple assignment tabs must be entered
The HR generalist must
navigate through a
number of buttons,
screens and tabs to
complete the enter or
maintenance of an
employee’s record.

11. Issues
Users spend
more time
navigating
This can lead to a number of issues including:
More user
training is
required
Additional
auditing is
required
Reporting and employee
processing can be
negatively impacted
Employee
data is
incomplete

12. Templates
• Standard Oracle functionality
• Managed through configuration
• Can be configured by a Human
Resources Super User (with some
exceptions)
• Includes configuration options for
searching, security, screens, etc.
• Included in the standard Super User
responsibility.
• Unaffected by patches and upgrades
Why People Management
Templates?
CustomPLL
• Standard Oracle functionality
• Managed through code
• Requires a development resource
• Not all form events include a
Custom PLL user hook
• Does not combine data entry

13. Warning
Warning!
Technical Discussion Ahead
Boredom May Ensue

14. Template
In this example, a single employee enter and maintain template includes data elements
from
employee, employee DFFs, address, assignment, and salary.

15. Delivered Templates
Responsibility: US Super HRMS Manager
Navigation: People > Maintain Using Templates
Under the US
Responsibility, Oracle
delivers 6 pre-built
templates.
These templates will act as
your starting point.

16. Let’s Build a Template
Responsibility: US Super HRMS Manager
Navigation: Security > People Management Configurator
Identify a delivered
template which will act as
our starting point
Create a new template based
on the seeded template

17. Note
For this presentation, I have identified
the form function and menu
configuration as the final steps to
building a template.
However, if you are attempting to build
your own template, please skip to the
Testing the Template section.

18. Restrict Person Types
Responsibility: US Super HRMS Manager
Navigation: Further Information
Configure the system
person types to be
included by the template
Configure the screens to
be displayed.

19. OurDefault Template

20. Template Interface
The templates interface provides configuration options
for the delivered windows down to the individual tabs.

21. Template Interface
The items templates interface
provides configuration options
for each individual item
displayed on a given form
This includes basic
functionality such as the size,
position, text prompts, and
default values.
Advanced functionality
includes case restrictions,
fast formula validation, and
tips.

22. ItemExample
With basic configuration, the Previous Last Name field
was renamed, repositioned, resized, and made required.

23. Add an Item
Items not available in the items list can be added by
right clicking on the items folder and selecting new
Select the desired
item and configure
the item within the
People Management
Template
Items are
displayed based on their
database names and
may not correspond with
the label on the form.

24. Context Sensitive Item
Item Context enables a template to have different
functionality based on a specific value. In this example,
the template displays differently based on the Address
Style chosen.

25. Country Context
In this example, the Country field displays in a different position based on the
Address Style.
Create a new item
context value
Base the context on a
Description Flexfield

26. Country Context
Identify the
Descriptive
Flexfield
Modify the Y
position for the
Country Field when
context is United
Arab Emirates

27. Flat# Context
The Flat# for an address
in the United Arab
Emirates is stored in the
address Information 14
field.
The context configuration
identifies the position and
the prompt required when
retrieving an address with
a style of United Arab
Emirates.

28. Buttons
Similar to Data entry
fields, buttons can
be configured.
Visibility will depend
on Task Flow
definition
Buttons enabled
but not visible
will dynamically
be added to the
menu

29. Button Example
The PO Ship To button launches the seeded Address form

30. Actions
Each templates comes configured with a number of actions.
For example, the following action suspends an assignment.

31. CustomForm
Configuration of the Custom Form provides the ability to
restrict specific actions available from the template.
Responsibility: US Super HRMS Manager
Navigation: Security > Custom Form

32. CustomForm
Additional restrictions can be
configured through Custom Form.
For example, specific user person
types can be included or excluded
from the template.

33. TaskFlow Nodes
Responsibility: US Super HRMS Manager
Navigation: Security > Task Flow Node
This Task Flow Node maps the Generic People Management
Template to our XXDB_PER_MAINTAN_EMPS modifications
A Task Flow Node is required in order to create a Task Flow
Definition.

34. TaskFlow
Task Flow defines the
buttons and
corresponding links to
forms are to be made
available.
Responsibility: US Super HRMS Manager
Navigation: Security > Define Task Flow
Any node without the
button checkbox
checked will appear
alphabetically in the
Others button.

35. Standard TaskFlow
The standard Oracle
People Enter and
Maintain form uses a
Task flow definition to
control the button
configuration on the
form.
Responsibility: US Super HRMS Manager
Navigation: Security > Define Task Flow

36. FormFunction
Responsibility: System Administrator
Navigation: Application > Function

37. FormFunction
TEMPLATE_NAME="XXDB_PER_MAINTAIN_EMPS"
WORKFLOW_NAME="XXDB MAINT TASKFLOW"
HR_CUSTOMIZATION="XXDB_PER_MAINTAIN_EMPS"
TEMPLATE_NAME is Template Code value.
WORKFLOW_NAME is the Task Flow Name.
HR_CUSTOMIZATION is Custom Form Version Name.
The values are highlighted in previous slides with the “Don’t Forget” icon.

38. Menu
Responsibility: System Administrator
Navigation: Application > Menu
Create a new menu item entry referencing
the function previously created.

39. Testing the Template
Once the template has been added to the menu, the template
can be run from within the People Management Configurator.

40. Additional Resources
Oracle® Human Resources Management Systems
Configuring, Reporting, and System Administration Guide
Release 11i
http://download.oracle.com/docs/cd/B25284_01/current/acrobat/115hradm.pdf
Oracle® Human Resources Management Systems
FastFormula User Guide
Release 11i
http://download.oracle.com/docs/cd/B25284_01/current/acrobat/115ffug.pdf
OHUG Website
Review the conference archives for People Management Template presentations
from previous years
http://ohug.org/

41. Questions