Managing Your Workforce Using Oracle HRMS (UK)

431 Pages·2001·1.28 MB·English

Managing Your
Workforce Using
(cid:1)
Oracle HRMS
(UK)
RELEASE 11i
VOLUME 2
September 2001
Managing Your Workforce Using Oracle HRMS (UK), Release 11i
The part number for this book is A73290–02.
The part number for this set is A77152–02.
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.
Contributors: Kevin Kelley, Louise Raffo, Martin Bocutt, Graham perry, Ivan Harding,
Dinesh Arora, Martin Millmore, Raghunath Vydyanath.
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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 – 43
Entering an Assignment (Assignment Window) . . . . . . . . . . 1 – 44
Entering Additional Assignment Details
(Assignment Window) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 46
Entering Additional Employment Information
(Multiple windows) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 50
Entering Employment Information for Employees
and Applicants. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 51
Entering Payment Methods for an Employee Assignment. . 1 – 52
Setting Up Special Information . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 54
Enabling Special Information Types . . . . . . . . . . . . . . . . . . . . . 1 – 55
Entering Employees Window . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 56
Finding a Person or Group of People . . . . . . . . . . . . . . . . . . . . 1 – 57
Managing Your Group Folders . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 59
Entering a New Employee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 60
Entering Employment Information . . . . . . . . . . . . . . . . . . . . . 1 – 62
Entering Visa Related Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 64
Activating an Assignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 65
Creating Additional Assignments . . . . . . . . . . . . . . . . . . . . . . 1 – 66
Changing Primary Assignments . . . . . . . . . . . . . . . . . . . . . . . . 1 – 67
Suspending an Assignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 68
Checking for Duplicate People . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 69
Sending a Workflow Notification . . . . . . . . . . . . . . . . . . . . . . . 1 – 70
Saving Search Criteria or Search Results to a Folder . . . . . . . 1 – 71
Deleting a Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 72
Creating a New Group Folder . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 73
Employment Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 74
Workers’ Representation and Supplementary Roles . . . . . . . 1 – 77
Employment History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 79
Working Shift Patterns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 80
Full Time Equivalent (FTE) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 81
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
Setting Up Full Time Equivalent . . . . . . . . . . . . . . . . . . . . . . . . 1 – 86
Entering Contract Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 87
Assigning Contract Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 88
Running the Calculate FTE for Assignments Process . . . . . . 1 – 89
Setting Up Shifts and Shift Patterns . . . . . . . . . . . . . . . . . . . . . 1 – 90
iv Managing Your Workforce Using Oracle HRMS (UK)
Assigning Working Shift Patterns to an Employee . . . . . . . . 1 – 91
Entering OAB Person Type Usage . . . . . . . . . . . . . . . . . . . . . . 1 – 92
Changing and Deleting OAB Person Type Usage . . . . . . . . . 1 – 93
Changing Primary Assignments (Assignment Window) . . . 1 – 94
Entering Secondary Assignment Statuses . . . . . . . . . . . . . . . . 1 – 95
Ending an Assignment (Assignment Window) . . . . . . . . . . . 1 – 96
Using Mass Assignment Update. . . . . . . . . . . . . . . . . . . . . . . . 1 – 97
Reviewing Mass Assignment Update Errors . . . . . . . . . . . . . 1 – 102
Ending Employment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 103
Cancelling a Termination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 105
Entering Employment History . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 106
Entering Addresses (Address Window) . . . . . . . . . . . . . . . . . 1 – 107
Adding Telephone Information (Phone Numbers Window) 1 – 108
Entering Communication Delivery Methods . . . . . . . . . . . . . 1 – 109
Entering Next of Kin and Other Contacts . . . . . . . . . . . . . . . . 1 – 110
Occupational Health: Medical Assessments, Disabilities
and Work Incidents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 113
Entering Work Incident Information . . . . . . . . . . . . . . . . . . . . 1 – 116
Entering Medical Assessments . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 119
Entering Disability Information . . . . . . . . . . . . . . . . . . . . . . . . 1 – 121
Contracts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 124
Creating Contract Statuses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 125
Defining Contract Letter Types . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 126
Entering Contracts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 127
Managing Contracts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 129
Generating and Printing Contracts . . . . . . . . . . . . . . . . . . . . . . 1 – 131
Employee Development . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 133
Creating a Competence Profile . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 135
Entering Work Choices for a Person (Work
Choices Window) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 137
Entering Qualifications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 138
Entering Schools and Colleges Attended . . . . . . . . . . . . . . . . 1 – 140
The Headcount Report Set . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 141
Using the People Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 143
Listing Assignments Using the Assignments Folder . . . . . . . 1 – 144
Listing Assignments Using the List Assignments Window . 1 – 145
Using the List People by Assignment Window . . . . . . . . . . . 1 – 146
Listing Employees by Position . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 147
Listing Employees by Organization . . . . . . . . . . . . . . . . . . . . . 1 – 148
Listing People by Special Information . . . . . . . . . . . . . . . . . . . 1 – 149
Viewing Assignment History . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 150
Running the Full Personal Details Report Set . . . . . . . . . . . . . 1 – 151
Contents v
Running the Employee Summary Report . . . . . . . . . . . . . . . . 1 – 152
Running the Employee Movements Report . . . . . . . . . . . . . . 1 – 153
Running the Assignment Status Report. . . . . . . . . . . . . . . . . . 1 – 155
Running the Terminations Report . . . . . . . . . . . . . . . . . . . . . . 1 – 156
Running The Headcount Detail Report . . . . . . . . . . . . . . . . . . 1 – 157
Running the Headcount Summary Report . . . . . . . . . . . . . . . 1 – 158
Chapter 2 Recruitment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 – 1
Recruitment Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 – 4
Recruitment Preparation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 – 6
Raising a Requisition for a Vacancy . . . . . . . . . . . . . . . . . . . . . 2 – 9
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
vi Managing Your Workforce Using Oracle HRMS (UK)
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
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
Contents vii
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
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 – 59
Glossary
Index
viii Managing Your Workforce Using Oracle HRMS (UK)
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Managing Your Workforce Using Oracle HRMS (UK), Release 11i
A73290–02
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