Managing Your Workforce Using Oracle HRMS (AU)

418 Pages·2001·1.25 MB·English

Managing Your
Workforce Using
(cid:1)
Oracle HRMS
(AU)
RELEASE 11i
VOLUME 2
September 2001
Managing Your Workforce Using Oracle HRMS (AU), Release 11i
The part number for this book is A95239–01.
The part number for this set is A95257–01.
Copyright (cid:2) 1996, 2001 Oracle Corporation. All rights reserved.
Major Contributors: Mark Rowe, Mike Bailey, Alison Crabbe, Kathie Patterson, Jeff
Erickson, Janet McCandless, Keith Ekiss, Irene Paradisis, Julia Margetson.
Contributors: Kevin Kelley, Louise Raffo, Martin Bocutt, Graham perry, Ivan Harding,
Dinesh Arora, Martin Millmore, Raghunath Vydyanath, Brian Ballamy, Joy Hooper, Maria
Wood.
The programs contain proprietary information of Oracle Corporation; they are provided
under a license agreement containing restrictions on use and disclosure and are also
protected by copyright, patent and other intellectual and industrial property laws.
Reverse engineering, disassembly or decompilation of the Programs, except to the extent
required to obtain interoperability with other independently created software or as
specified by law, is prohibited.
Program Documentation is licensed for use solely to support the deployment of the
Programs and not for any other purpose.
The information contained in this document is subject to change without notice. If you
find any problems in the documentation, please report them to us in writing. Oracle
Corporation does not warrant that this document is error free. Except as may be expressly
permitted in your license agreement for these Programs, no part of these Programs may be
reproduced or transmitted in any form or by any means, electronic or mechanical, for any
purpose, without the express written permission of Oracle Corporation.
If the programs are delivered to the US Government or anyone licensing or using the
Programs on behalf of the US government, the following notice is applicable:
RESTRICTED RIGHTS LEGEND
Programs delivered subject to the DOD FAR Supplement are ‘commercial computer
software’ and use, duplication and disclosure of the Programs including documentation,
shall be subject to the licensing restrictions set forth in the applicable Oracle license
agreement. Otherwise, Programs delivered subject to the Federal Acquisition Regulations
are ‘restricted computer software’ and use, duplication and disclosure of the Programs
shall be subject to the restrictions in FAR 52.227–19, Commercial Computer Software –
Restricted Rights (June 1987). Oracle Corporation, 500 Oracle Parkway, Redwood City,
CA 94065.
The Programs are not intended for use in any nuclear, aviation, mass transit, medical, or
other inherently dangerous applications. It shall be licensee’s responsibility to take all
appropriate fail–safe, back–up redundancy and other measures to ensure the safe use of
such applications if the Programs are used for such purposes, and Oracle disclaims
liability for any damages caused by such use of the Programs.
Oracle is a registered trademark, and Oracle Financials, Oracle Discoverer, OracleMetalink
PL/SQL, and SQL*Plus, are trademarks or registered trademarks of Oracle Corporation.
Other names may be trademarks of their respective owners.
Contents
Preface Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix
Audience for This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x
How To Use This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x
Other Information Sources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . xi
Do Not Use Database Tools to Modify Oracle Applications
Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xviii
About Oracle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xix
Your Feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xx
Chapter 1 Employee Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 1
Employee Management Overview . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 3
Tracking People’s Roles and Activities . . . . . . . . . . . . . . . . . . 1 – 6
Person Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 8
Assignment Statuses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 12
Defining Person Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 15
Defining Assignment Statuses (Assignment Window) . . . . . 1 – 16
Identifying Employees and Assignments . . . . . . . . . . . . . . . . 1 – 18
The Employee Assignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 20
Special Information Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 25
Template Windows User Interface . . . . . . . . . . . . . . . . . . . . . . 1 – 27
Folders for Saved Search Criteria or Results . . . . . . . . . . . . . . 1 – 32
Person Extra Information Types . . . . . . . . . . . . . . . . . . . . . . . . 1 – 33
Windows for Maintaining Personal Information . . . . . . . . . . 1 – 34
Finding a Person Using the Find Person Window . . . . . . . . . 1 – 36
Entering a New Person (People Window) . . . . . . . . . . . . . . . . 1 – 37
Contents iii
Entering Additional Personal Information
(People Window) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 40
Entering Pictures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 44
Entering an Assignment (Assignment Window) . . . . . . . . . . 1 – 45
Entering Additional Assignment Details
(Assignment Window) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 47
Entering Additional Employment Information
(Multiple windows) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 54
Entering Payment Methods for an Employee Assignment. . 1 – 55
Setting Up Special Information . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 57
Enabling Special Information Types . . . . . . . . . . . . . . . . . . . . . 1 – 58
Entering Employees Window . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 59
Finding a Person or Group of People . . . . . . . . . . . . . . . . . . . . 1 – 60
Managing Your Group Folders . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 62
Entering a New Employee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 63
Entering Employment Information . . . . . . . . . . . . . . . . . . . . . 1 – 65
Entering Visa Related Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 67
Activating an Assignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 68
Creating Additional Assignments . . . . . . . . . . . . . . . . . . . . . . 1 – 69
Changing Primary Assignments . . . . . . . . . . . . . . . . . . . . . . . . 1 – 70
Suspending an Assignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 71
Checking for Duplicate People . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 72
Sending a Workflow Notification . . . . . . . . . . . . . . . . . . . . . . . 1 – 73
Saving Search Criteria or Search Results to a Folder . . . . . . . 1 – 74
Deleting a Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 75
Creating a New Group Folder . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 76
Employment Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 77
Workers’ Representation and Supplementary Roles . . . . . . . 1 – 80
Deleting a Person from the System (People and Delete
Person Windows) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 82
Entering Special Information . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 83
Entering Supplementary Role Information . . . . . . . . . . . . . . . 1 – 84
Entering Election Information . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 85
Entering OAB Person Type Usage . . . . . . . . . . . . . . . . . . . . . . 1 – 86
Changing and Deleting OAB Person Type Usage . . . . . . . . . 1 – 87
Changing Primary Assignments (Assignment Window) . . . 1 – 88
Entering Secondary Assignment Statuses . . . . . . . . . . . . . . . . 1 – 89
Ending an Assignment (Assignment Window) . . . . . . . . . . . 1 – 90
Using Mass Assignment Update. . . . . . . . . . . . . . . . . . . . . . . . 1 – 91
Reviewing Mass Assignment Update Errors . . . . . . . . . . . . . 1 – 96
Ending Employment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 97
Cancelling a Termination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 99
Entering Addresses (Address Window) . . . . . . . . . . . . . . . . . 1 – 100
iv Managing Your Workforce Using Oracle HRMS (AU)
Adding Telephone Information (Phone Numbers Window) 1 – 101
Entering Communication Delivery Methods . . . . . . . . . . . . . 1 – 102
Entering Next of Kin and Other Contacts . . . . . . . . . . . . . . . . 1 – 103
Occupational Health: Medical Assessments, Disabilities
and Work Incidents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 106
Entering Work Incident Information . . . . . . . . . . . . . . . . . . . . 1 – 109
Entering Medical Assessments . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 112
Entering Disability Information . . . . . . . . . . . . . . . . . . . . . . . . 1 – 114
Contracts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 117
Creating Contract Statuses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 118
Defining Contract Letter Types . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 119
Entering Contracts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 120
Managing Contracts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 122
Generating and Printing Contracts . . . . . . . . . . . . . . . . . . . . . . 1 – 124
Employee Development . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 126
Creating a Competence Profile . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 128
Entering Work Choices for a Person (Work
Choices Window) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 130
Entering Qualifications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 131
Entering Schools and Colleges Attended . . . . . . . . . . . . . . . . 1 – 133
The Headcount Report Set . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 134
Using the People Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 136
Listing Assignments Using the Assignments Folder . . . . . . . 1 – 137
Listing Assignments Using the List Assignments Window . 1 – 138
Using the List People by Assignment Window . . . . . . . . . . . 1 – 139
Listing Employees by Position . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 140
Listing Employees by Organization . . . . . . . . . . . . . . . . . . . . . 1 – 141
Listing People by Special Information . . . . . . . . . . . . . . . . . . . 1 – 142
Viewing Assignment History . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 143
Running the Full Personal Details Report Set . . . . . . . . . . . . . 1 – 144
Running the Employee Summary Report . . . . . . . . . . . . . . . . 1 – 145
Running the Employee Movements Report . . . . . . . . . . . . . . 1 – 146
Running the Assignment Status Report. . . . . . . . . . . . . . . . . . 1 – 148
Running the Terminations Report . . . . . . . . . . . . . . . . . . . . . . 1 – 149
Running The Headcount Detail Report . . . . . . . . . . . . . . . . . . 1 – 150
Running the Headcount Summary Report . . . . . . . . . . . . . . . 1 – 151
Chapter 2 Recruitment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 – 1
Recruitment Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 – 4
Recruitment Preparation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 – 6
Raising a Requisition for a Vacancy . . . . . . . . . . . . . . . . . . . . . 2 – 9
Contents v
Defining a Recruitment Activity . . . . . . . . . . . . . . . . . . . . . . . . 2 – 10
Viewing Vacancies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 – 11
Selection Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 – 12
Applications and Assignments . . . . . . . . . . . . . . . . . . . . . . . . . 2 – 13
Applicant Assignment Statuses . . . . . . . . . . . . . . . . . . . . . . . . 2 – 15
Interviews and Other Recruitment Events . . . . . . . . . . . . . . . 2 – 18
Application Termination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 – 19
Recording an Application Quickly . . . . . . . . . . . . . . . . . . . . . . 2 – 20
Entering Full Application Information . . . . . . . . . . . . . . . . . . 2 – 21
Scheduling an Interview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 – 23
Running the Requisition Summary Report . . . . . . . . . . . . . . . 2 – 24
Updating Applicant Assignments by Group . . . . . . . . . . . . . 2 – 25
Cancelling an Applicant Record . . . . . . . . . . . . . . . . . . . . . . . . 2 – 26
Rejecting an Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 – 27
Entering a New Applicant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 – 28
Recording an Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 – 29
Entering Application Information . . . . . . . . . . . . . . . . . . . . . . 2 – 30
Appointments and the Hiring Process . . . . . . . . . . . . . . . . . . . 2 – 31
Changing the Hire Date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 – 33
Hiring an Applicant (People Window) . . . . . . . . . . . . . . . . . . 2 – 34
Rehiring an Ex–Employee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 – 36
Cancelling a Hire . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 – 37
Making an Offer to an Applicant . . . . . . . . . . . . . . . . . . . . . . . 2 – 38
Changing an Applicant’s Status to Accepted Offer . . . . . . . . 2 – 39
Hiring an Applicant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 – 40
Ending an Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 – 41
Reactivating an Application . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 – 42
Terminating an Applicant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 – 43
Chapter 3 Career and Succession Management . . . . . . . . . . . . . . . . . . . . . . . 3 – 1
Career and Succession Management Overview. . . . . . . . . . . . . . . 3 – 6
Competencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 – 10
Proficiency Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 – 12
Rating Scales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 – 14
Competence Measurement . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 – 16
Competence Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 – 19
Competence Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 – 21
Qualification Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 – 23
Creating a Rating Scale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 – 24
Creating a Competence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 – 25
Querying a Competence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 – 27
vi Managing Your Workforce Using Oracle HRMS (AU)
Grouping Competencies into Types . . . . . . . . . . . . . . . . . . . . . 3 – 28
Defining Competence Requirements – Core or Generic
Competencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 – 29
Defining Competence Requirements – No Core
Competencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 – 31
Copying Competencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 – 32
Viewing Competence Requirements at Organization, Job
or Position Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 – 33
Creating Qualification Types . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 – 34
Creating Schools and Colleges . . . . . . . . . . . . . . . . . . . . . . . . . 3 – 35
Appraisals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 – 36
Creating an Assessment Template . . . . . . . . . . . . . . . . . . . . . . 3 – 44
Deleting or Changing an Assessment Template . . . . . . . . . . . 3 – 47
Creating or Changing an Appraisal Template (SSHR) . . . . . 3 – 48
Career and Succession Planning . . . . . . . . . . . . . . . . . . . . . . . . 3 – 49
Career Paths . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 – 52
Career and Succession Plan Modeling Based on Jobs . . . . . . 3 – 54
Career and Succession Plan Modeling Based on Positions . . 3 – 55
Defining Career Paths . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 – 56
Modeling Career and Succession Plans Based on Jobs . . . . . 3 – 57
Modeling Career and Succession Plans Based on Positions . 3 – 58
The Special Information Approach to Skills Matching . . . . . 3 – 59
Running the Skills Matching Report . . . . . . . . . . . . . . . . . . . . 3 – 62
Event and Attendance Administration . . . . . . . . . . . . . . . . . . 3 – 63
Entering Performance Ratings. . . . . . . . . . . . . . . . . . . . . . . . . . 3 – 65
Entering an Employee Review . . . . . . . . . . . . . . . . . . . . . . . . . 3 – 66
Creating an Event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 – 67
Chapter 4 Budgeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 – 1
Budgeting Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 – 4
The Budget Cycle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 – 5
Budget Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 – 6
Budget Entry and Maintenance. . . . . . . . . . . . . . . . . . . . . . . . . 4 – 8
Budget Approval . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 – 8
Budget Management Reports . . . . . . . . . . . . . . . . . . . . . . . . . . 4 – 8
Renaming Period Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 – 10
Defining Budgetary Calendars . . . . . . . . . . . . . . . . . . . . . . . . . 4 – 11
Defining Budget Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 – 12
Entering Assignment Budget Values . . . . . . . . . . . . . . . . . . . . 4 – 13
Setting up an Oracle HRMS Budget for Transfer
to Oracle General Ledger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 – 14
Migrating a Budget to Oracle HRMS . . . . . . . . . . . . . . . . . . . . 4 – 15
Contents vii
Defining Budget Characteristics . . . . . . . . . . . . . . . . . . . . . . . . 4 – 16
Setting Up Budget Worksheets . . . . . . . . . . . . . . . . . . . . . . . . . 4 – 20
Completing a Budget Worksheet . . . . . . . . . . . . . . . . . . . . . . . 4 – 21
Delegating Budget Worksheets . . . . . . . . . . . . . . . . . . . . . . . . . 4 – 25
Entering Non–Approved Budgets . . . . . . . . . . . . . . . . . . . . . . 4 – 27
Posting Completed Budgets . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 – 28
Calculating Budget Commitments . . . . . . . . . . . . . . . . . . . . . . 4 – 29
Reallocating and Reserving Budget Resources . . . . . . . . . . . . 4 – 30
Posting a Budget to Oracle General Ledger as
a Batch Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 – 32
Posting Budget Commitments to Oracle General Ledger . . . 4 – 33
Running the Relieve Commitments Request Set Process . . . 4 – 34
Reporting on Under Budgeted Positions . . . . . . . . . . . . . . . . . 4 – 35
Reporting on Budget Status for an Element by Position . . . . 4 – 36
Reporting on Budget Status for all Elements, by Position
and Organization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 – 37
Budget Status report for a specific Organization . . . . . . . . . . 4 – 38
Reporting status for a specific Budget . . . . . . . . . . . . . . . . . . . 4 – 39
Reporting status for a Position Control Organization
by Hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 – 40
Running the Staffing Budget Details Report . . . . . . . . . . . . . . 4 – 41
Running the Salary Review Report . . . . . . . . . . . . . . . . . . . . . 4 – 42
Appendix A Windows and Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A – 1
Windows and their Navigation Paths . . . . . . . . . . . . . . . . . . . . . . . A – 2
Reports and Processes in Oracle HRMS . . . . . . . . . . . . . . . . . . . . . A – 54
Glossary
Index
viii Managing Your Workforce Using Oracle HRMS (AU)
Reader’s Comment Form
Managing Your Workforce Using Oracle HRMS (UK), Release 11i
A95239–01
Oracle Corporation welcomes your comments and suggestions on the quality and usefulness
of this publication. Your input is an important part of the information we use for revision.
•
Did you find any errors?
•
Is the information clearly presented?
•
Do you need more information? If so, where?
•
Are the examples correct? Do you need more examples?
•
What features did you like most about this manual? What did you like least about it?
If you find any errors or have any other suggestions for improvement, please indicate the topic, chapter,
and page number below:
Please send your comments to:
Oracle Applications Documentation Manager
Oracle Corporation
500 Oracle Parkway
Redwood Shores, CA 94065
Phone: [phone] Fax: [phone]
If you would like a reply, please give your name, address, and telephone number below:
Thank you for helping us improve our documentation.