br100ahr human resources application setup

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AIM BR.100AHR HUMAN RESOURCES APPLICATION SETUP <Company Long Name> <Subject> Author: <Author> Creation Date: June 7, 1999 Last Updated: June 7, 1999 Document Ref: <Document Reference Number> Version: DRAFT 1A Approvals: <Approver 1> <Approver 2>

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Page 1: BR100Ahr Human Resources Application Setup

AIM

BR.100AHR HUMAN RESOURCES APPLICATION SETUP

<Company Long Name>

<Subject>

Author: <Author>

Creation Date: June 8, 1999

Last Updated: June 8, 1999

Document Ref: <Document Reference Number>

Version: DRAFT 1A

Approvals:

<Approver 1>

<Approver 2>

Page 2: BR100Ahr Human Resources Application Setup

BR.100Ahr Human Resources Application Setup

Document Control

Change Record

7

Date Author Version Change Reference

8-Jun-99 <Author> Draft 1a No Previous Document

Reviewers

Name Position

Distribution

Copy No.

Name Location

1 0Library Master 0Project Library

2 1 1Project Manager3 2 24

Note To Holders:

If you receive an electronic copy of this document and print it out, please write your name on the equivalent of the cover page, for document control purposes.

If you receive a hard copy of this document, please write your name on the front cover, for document control purposes.

<Subject> File Ref: document.doc (v. DRAFT 1A )

Company Confidential - For internal use only

Document Control ii

Doc Ref: <Document Reference Number>June 8, 1999

Page 3: BR100Ahr Human Resources Application Setup

BR.100Ahr Human Resources Application Setup

Contents

Document Control..........................................................................................ii

Application Setup Control Sheet - Human Resources..................................1

Define Cost Allocation Flexfield/HR: Define Value Sets.............................14

Define Cost Allocation Flexfield/HR: Define Segments and Qualifiers......18

Define Cost Allocation Flexfield/HR: Define Cross-Validation Rules.........20

Define Cost Allocation Flexfield/HR: Define Aliases..................................22

Define Cost Allocation Flexfield/HR: Freeze and Compile Flexfield Structure......................................................................................................24

Define Grade Related Information/HR: Define Grades..............................26

Define Grade Related Information/HR: Define Grade Rates.....................27

Define Grade Related Information/HR: Define Pay Scales........................28

Define Grade Related Information/HR: Define Progression Point Values. 29

Define Grade Related Information/HR: Define Grade Scales....................30

Define Payroll Information/HR: Define Payment Methods.........................32

Define Payroll Information/HR: Define Consolidation Set.........................33

Define Payroll Information/HR: Define Payroll Group................................34

Define Input Value Validation/HR: Define New QuickCode Types.............36

Define Input Value Validation/HR: Define QuickCode Values...................37

Define Input Value Validation/HR: Define User Table Structure...............38

Define Input Value Validation/HR: Define User Table Values...................40

Define Input Value Validation/HR: Define Element Validation Formulas..41

Define Compensation and Benefit Information/HR: Define Elements and Input Values.................................................................................................42

<Subject> File Ref: document.doc (v. DRAFT 1A )

Company Confidential - For internal use only

Document Control ii

Doc Ref: <Document Reference Number>June 8, 1999

Page 4: BR100Ahr Human Resources Application Setup

BR.100Ahr Human Resources Application Setup

Define Compensation and Benefit Information/HR: Define Element Links..........45

Setup Earnings and Deductions for Payroll Processing/HR: Define Additional Tax Categories...........................................................................48

Setup Earnings and Deductions for Payroll Processing/HR: Initiate Earnings.......................................................................................................49

Setup Earnings and Deductions for Payroll Processing/HR: Initiate Deductions...................................................................................................51

Setup Earnings and Deductions for Payroll Processing/HR: Define Additional Taxability Rules for Tax Categories...........................................55

Customize Generated Definitions/ HR: Define or Customize Payroll Balances......................................................................................................56

Customize Generated Definitions/ HR: Define or Customize Payroll Formulas......................................................................................................57

Customize Generated Definitions/HR: Define Formula Result Rules........58

Define Salary Administration/HR: Define Proposal Reasons and Performance Ratings...................................................................................59

Define Salary Administration/HR: Define Salary Base...............................60

Define Benefits Administration/HR: Define QuickCode Value-Benefits Administration.............................................................................................63

Define Benefits Administration/HR: Define Benefit Carriers.....................64

Define Benefits Administration/HR: Define Benefit Coverage and Default Contributors.................................................................................................66

Define Benefits Administration/HR: Define Benefit Plan Links..................67

Define Person Types and Assignment Statuses/HR: Define Element Sets.....................................................................................................................70

Define Person Types and Assignment Statuses/HR: Define Person Types.....................................................................................................................71

Define Person Types and Assignment Statuses/HR: Define Assignment Statuses.......................................................................................................72

Define Special Personal Information/HR: Define Personal Analysis Flexfield Value Sets.....................................................................................73

Define Special Personal Information/HR: Define Personal Analysis Flexfield Segments......................................................................................74

Define Special Personal Information/HR: Define Personal Analysis Flexfield Segment Values............................................................................76

Define Special Personal Information/HR: Define Personal Analysis Cross-Validation Rules...........................................................................................78

<Subject> File Ref: document.doc (v. DRAFT 1A )

Company Confidential - For internal use only

Document Control ii

Doc Ref: <Document Reference Number>June 8, 1999

Page 5: BR100Ahr Human Resources Application Setup

BR.100Ahr Human Resources Application Setup

Define Special Personal Information/HR: Define Personal Analysis Flexfield Aliases..........................................................................................................80

Define Special Personal Information/HR: Freeze and Compile Flexfield Structure......................................................................................................82

Define Special Personal Information/HR: Register Special Information Types for Business Group...........................................................................84

HR: Define Assignment Statuses for Applicants........................................86

Define New Hire Reporting/HR: Check GRE Federal and State ID Number.....................................................................................................................87

Define New Hire Reporting/HR: Enter GRE Contact Information...............89

Define New Hire Reporting/HR: Enter New Hire Information for Every Employee.....................................................................................................91

Define Methods of Measurement and Creating Competencies/HR: Create Rating Scales...............................................................................................96

Define Methods of Measurement and Creating Competencies/HR: Create Competencies..............................................................................................97

Define Methods of Measurement and Creating Competencies/HR: Group Competence Types......................................................................................99

Define Competence Requirement/HR: Define Competence Requirements...................................................................................................................100

HR: Create Qualification Types................................................................101

Define Assessment and Appraisal/HR: Create Assessment Templates. .102

Define Assessment and Appraisal/HRUS: Create Appraisal Templates..104

Define Workers Compensation/HR: Define Workers Compensation Insurance Carrier.......................................................................................105

Define Workers Compensation/HR: Define Insurance Carriers for Government Reporting Entities................................................................106

Define Workers Compensation/HR: Define State Code and Rate...........108

Define Workers Compensation/HR: Define Codes for Jobs......................109

Define Workers Compensation/HR: Define Element Link for Workers Compensation Element.............................................................................111

Define Absence Management/Accruals of PTO/HR: Define Accrual Plan with Absence Element...............................................................................114

Define Absence Management/Accruals of PTO/HR: Define Element Links for Accrual Elements.................................................................................115

<Subject> File Ref: document.doc (v. DRAFT 1A )

Company Confidential - For internal use only

Document Control ii

Doc Ref: <Document Reference Number>June 8, 1999

Page 6: BR100Ahr Human Resources Application Setup

BR.100Ahr Human Resources Application Setup

Define Absence Management/Accruals of PTO/HR: Associate Absence Type with Absence Element.......................................................................................118

Define Absence Management/Accruals of PTO/HRUS: Define Absence Element to Record Time Taken.................................................................120

Define Absence Management/Accruals of PTO/HRUS: Define Element Links for Absence Element........................................................................123

Define Absence Management/Accruals of PTO/HRUS: Define Element Links for Accrual Elements........................................................................126

Define Absence Management/Accruals of PTO/HRUS: Define Absence Reason.......................................................................................................129

Define Human Resource Budgets/HR: Define QuickCode Values...........131

Define Human Resource Budgets/HR: Define Period Types...................132

Define Human Resource Budgets/HR: Define Budgetary Calendars......133

Define Human Resource Budgets/HR: Define Budgets...........................134

Define Evaluation Systems/HR: Define Evaluation Types.......................136

Define Evaluation Systems/HR: Define Valid Grades for Jobs.................137

Define Evaluation Systems/HR: Define Valid Grades for Positions.........138

Define Skills Matching/HR: Define Skill Requirements for Jobs...............140

Define Skills Matching/HRUS: Define Skill Requirements for Positions. .141

Define Career Planning/HR: Create and Map Career Path......................143

Define Career Planning/HR: Enter Work Choice-Job................................144

Define Career Planning/HR: Create Position Hierarchies........................146

Define Career Planning/HR: Enter Work Choice-Positions.......................148

Define Reports and Standard Letters/HR: Write New Reports................151

Define Reports and Standard Letters/HR: Register Reports as Concurrent Programs with SRS....................................................................................152

Define Reports and Standard Letters/HR: Define Report Sets................155

Define User Security/HR: Define Security Profiles...................................161

Define User Security/HR: Define Form Customizations...........................163

Define User Security/HR: Define Task Flow Nodes..................................164

Define User Security/HR: Define Task Flows...........................................165

Open and Closed Issues for this Deliverable............................................166

<Subject> File Ref: document.doc (v. DRAFT 1A )

Company Confidential - For internal use only

Document Control ii

Doc Ref: <Document Reference Number>June 8, 1999

Page 7: BR100Ahr Human Resources Application Setup

BR.100Ahr Human Resources Application Setup

Open Issues...................................................................................................166Closed Issues.......................................................................................166

<Subject> File Ref: document.doc (v. DRAFT 1A )

Company Confidential - For internal use only

Document Control ii

Doc Ref: <Document Reference Number>June 8, 1999

Page 8: BR100Ahr Human Resources Application Setup

Application Setup Control Sheet - Human Resources

Environment Name: Machine: Type (definition, execution, or both):

WorkflowSubWorkflow Name

Setup Task Responsibility Due Date QA Responsibility QA Due Date

Signature Approval

Setup Human Resources

Define Cost Allocation Flexfield

HR: Define Value Sets

Define Cost Allocation Flexfield

HR: Define Segments and Qualifiers

Define Cost Allocation Flexfield

HR: Define Segment Values

Define Cost Allocation Flexfield

HR: Define Cross Validation Rules

Define Cost Allocation Flexfield

HR: Define Aliases

Define Cost Allocation Flexfield

HR: Freeze and Compile Flexfield Structure

Define Cost Allocation Flexfield

HR: Run Grant Permission to Role

Define Cost Allocation Flexfield

HR: Setup Application Data Export

Define Cost Allocation Flexfield

HR: Setup Hierarchy Diagrammers

Setup Work Structures

Define Grade Related Information

HR: Define Grades

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Page 9: BR100Ahr Human Resources Application Setup

WorkflowSubWorkflow Name

Setup Task Responsibility Due Date QA Responsibility QA Due Date

Signature Approval

Define Grade Related Information

HR: Define Grade Rates

Define Grade Related Information

HR: Define Pay Scales

Define Grade Related Information

HR: Define Progression Point Values

Define Grade Related Information

HR: Define Grade Scales

Define Payroll Information HR: Define Payment Methods

Define Payroll Information HR: Check Product Installed

Define Payroll Information HR: Define Consolidation Set

Define Payroll Information HR: Define Payroll Group

Define Payroll Information HRUS: Define Payment Methods

Define Payroll Information HRUS: Define Consolidation Set

Define Payroll Information HRUS: Define Payroll Group

Setup Compensation and Benefits

Define Input Value Validation

HR: Define New QuickCode Types

Define Input Value Validation

HR: Define QuickCode Values

Define Input Value Validation

HR: Would You Like to Define User Tables?

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Page 10: BR100Ahr Human Resources Application Setup

WorkflowSubWorkflow Name

Setup Task Responsibility Due Date QA Responsibility QA Due Date

Signature Approval

Define Input Value Validation

HR: Define User Table Structure

Define Input Value Validation

HR: Define User Table Values

Define Input Value Validation

HR: Define Element Validation Formulas

Define Input Value Validation

HRUS: Define New QuickCode Types

Define Input Value Validation

HRUS: Define QuickCode Values

Define Input Value Validation

HRUS: Define Element Validation Formulas

Define Compensation and Benefit Information

HR: Define Elements and Input Values

Define Compensation and Benefit Information

HR: Define Element Links

Define Compensation and Benefit Information

HRUS: Define Elements and Input Values

Setup Earnings and Deductions for Payroll Processing

HR: Define Additional Tax Categories

Setup Earnings and Deductions for Payroll Processing

HR: Define or Customize User Tables-Values

Setup Earnings and Deductions for Payroll Processing

HR: Define or Customize User Tables-Structures

Setup Earnings and Deductions for Payroll Processing

HR: Initiate Earnings

Setup Earnings and HR: Initiate Deductions

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Page 11: BR100Ahr Human Resources Application Setup

WorkflowSubWorkflow Name

Setup Task Responsibility Due Date QA Responsibility QA Due Date

Signature Approval

Deductions for Payroll Processing

Setup Earnings and Deductions for Payroll Processing

HR: Define Element Links-Payroll Processing

Setup Earnings and Deductions for Payroll Processing

HR: Define Additional Taxability Rules for Tax Categories

Customize Generated Definitions

HR: Define or Customize Payroll Balances

Customize Generated Definitions

HR: Define or Customize Payroll Formulas

Customize Generated Definitions

HR: Define Formula Result Rules

Customize Generated Definitions

HRUS: Define or Customize Payroll Balances

Customize Generated Definitions

HRUS: Define or Customize Payroll Formulas

Customize Generated Definitions

HRUS: Define Formula Result Rules

Define Salary Administration

HR: Define Proposal Reasons and Performance Ratings

Define Salary Administration

HR: Activate Salary

Define Salary Administration

HR: Define Salary Base

Define Salary Administration

HR: Define Element Links

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Page 12: BR100Ahr Human Resources Application Setup

WorkflowSubWorkflow Name

Setup Task Responsibility Due Date QA Responsibility QA Due Date

Signature Approval

Define Salary Administration

HRUS: Define Proposal Reasons and Performance Ratings

Define Salary Administration

HRUS: Define Salary Base

Define Salary Administration

HRUS: Define Element Links for Salary

Define Benefits Administration

HR: Define QuickCode Value-Benefits Administration

Define Benefits Administration

HR: Define Benefit Carriers

Define Benefits Administration

HR: Define Benefit Coverages and Default Contributors

Define Benefits Administration

HR: Define Benefit Plan Links

Define Person Types and Assignment Statuses

HR: Define Element Sets

Define Person Types and Assignment Statuses

HRUS: Define Element Sets

Setup People and Assignments

Define Person Types and Assignment Statuses

HR: Define Person Types

Define Person Types and Assignment Statuses

HR: Define Assignment Statuses

Define Special Personal Information

HR: Define Personal Analysis Flexfield Structures

Define Special Personal Information

HR: Define Personal Analysis Flexfield Value

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Page 13: BR100Ahr Human Resources Application Setup

WorkflowSubWorkflow Name

Setup Task Responsibility Due Date QA Responsibility QA Due Date

Signature Approval

Sets

Define Special Personal Information

HR: Define Personal Analysis Flexfield Segments

Define Special Personal Information

HR: Define Personal Analysis Flexfield Segment Values

Define Special Personal Information

HR: Define Personal Analysis Cross Validation Rules

Define Special Personal Information

HR: Define Personal Analysis Flexfield Aliases

Define Special Personal Information

HR: Freeze and Compile Flexfield Structure

Define Special Personal Information

HR: Register Special Information Types for Business Group

Define Special Personal Information

HRUS: Register Special Information Types for Business Group

HR: Define Assignment Statuses for Applicants

HR: Do You Want to Setup New Hire Reporting?

Define New Hire Reporting

HR: Check GRE Federal and State ID Number

Define New Hire Reporting

HR: Enter GRE Contact Information

Define New Hire Reporting

HR: Enter New Hire Information for Every Employee

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Page 14: BR100Ahr Human Resources Application Setup

WorkflowSubWorkflow Name

Setup Task Responsibility Due Date QA Responsibility QA Due Date

Signature Approval

Setup Career Management

Define Methods of Measurement and Creating Competencies

HR: Create Rating Scales

Define Methods of Measurement and Creating Competencies

HR: Create Competencies

Define Methods of Measurement and Creating Competencies

HR: Group Competence Types

Define Competence Requirement

HR: Define Competence Requirements

Define Competence Requirement

HR: Enter Work Factor For a Job

Define Competence Requirement

HR: Enter Work Factor For a Position

HR: Setup Activity Security (OTA)

HR: Create Qualification Types

HR: Create Establishments

Define Assessment and Appraisal

HR: Check Product Version

Define Assessment and Appraisal

HR: Create Assessment Templates

Define Assessment and Appraisal

HR: Create Appraisal Questionnaire Pages

Define Assessment and Appraisal

HR: Create Appraisal Templates

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Page 15: BR100Ahr Human Resources Application Setup

WorkflowSubWorkflow Name

Setup Task Responsibility Due Date QA Responsibility QA Due Date

Signature Approval

Define Assessment and Appraisal

HRUS: Create Assessment Templates

Define Assessment and Appraisal

HRUS: Create Appraisal Questionnaire Pages

Define Assessment and Appraisal

HRUS: Create Appraisal Templates

Setup Specific Business Functions

Define Workers Compensation

HR: Define Workers Compensation Insurance Carrier

Define Workers Compensation

HR: Define Insurance Carriers for Government Reporting Entities

Define Workers Compensation

HR: Define State Rules for Imputed and Supplemental Earnings

Define Workers Compensation

HR: Define State Code and Rate

Define Workers Compensation

HR: Define Codes for Jobs

Define Workers Compensation

HR: Define Element Link for Workers Compensation Element

Define Absence Management/Accruals of PTO

HR: Define Absence Element to Record Time Taken

Define Absence Management/Accruals of PTO

HR: Define Element Links for Absence Element

Define Absence Management/Accruals of PTO

HR: Define Accrual Plan with Absence Element

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Page 16: BR100Ahr Human Resources Application Setup

WorkflowSubWorkflow Name

Setup Task Responsibility Due Date QA Responsibility QA Due Date

Signature Approval

Define Absence Management/Accruals of PTO

HR: Define Element Links for Accrual Elements

Define Absence Management/Accruals of PTO

HR: Associate Absence Type with Absence Element

Define Absence Management/Accruals of PTO

HRUS: Define Absence Element to Record Time Taken

Define Absence Management/Accruals of PTO

HRUS: Define Element Links for Absence Element

Define Absence Management/Accruals of PTO

HRUS: Define Accrual Plan with Absence Element

Define Absence Management/Accruals of PTO

HRUS: Define Element Links for Accrual Elements

Define Absence Management/Accruals of PTO

HRUS: Define Absence Reasons

Define Absence Management/Accruals of PTO

HRUS: Associate Absence Type with Absence Element

Define Human Resource Budgets

HR: Define QuickCode Values

Define Human Resource Budgets

HR: Define Period Types

Define Human Resource Budgets

HR: Define Budgetary Calendars

Define Human Resource Budgets

HR: Define Budgets

File Ref: document.doc (v. )Company Confidential - For internal use only

Document Control ii

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Page 17: BR100Ahr Human Resources Application Setup

WorkflowSubWorkflow Name

Setup Task Responsibility Due Date QA Responsibility QA Due Date

Signature Approval

Define Evaluation Systems

HR: Define Evaluation Types

Define Evaluation Systems

HR: Define Valid Grades for Jobs

Define Evaluation Systems

HR: Define Valid Grades for Positions

Define Skills Matching HR: Define Skill Requirements for Jobs

Define Skills Matching HR: Define Skill Requirements for Positions

Define Skills Matching HRUS: Define Skill Requirements for Jobs

Define Skills Matching HRUS: Define Skill Requirements for Positions

Define Career Planning HR: Create and Map Career Path-1

Define Career Planning HR: Create and Map Career Path-2

Define Career Planning HR: Enter Work Choice-Job

Define Career Planning HR: Create Appraisal Questionnaire

Define Career Planning HR: Use Attachments or Special Information Type-Job

Define Career Planning HR: Create Position Hierarchies

Define Career Planning HR: Enter Work Choice-

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Page 18: BR100Ahr Human Resources Application Setup

WorkflowSubWorkflow Name

Setup Task Responsibility Due Date QA Responsibility QA Due Date

Signature Approval

Positions

Define Career Planning HR: Use Succession Planning

Define Career Planning HR: Use Attachments or Special Information Type-Position

Define Career Planning HRUS: Create and Map Career Path-1

Define Career Planning HRUS: Create and Map Career Path-2

Define Career Planning HRUS: Enter Work Choice-Job

Define Career Planning HRUS: Create Appraisal Questionnaire

Define Career Planning HRUS: Use Attachments or Special Information Type-Job

Define Career Planning HRUS: Create Position Hierarchies

Define Career Planning HRUS: Enter Work Choice-Positions

Define Career Planning HRUS: Use Succession Planning

Define Career Planning HRUS: Use Attachments or Special Information Type-Position

Setup Control

Define Reports and Standard Letters

HR: Write New Reports

Define Reports and HR: Register Reports as

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WorkflowSubWorkflow Name

Setup Task Responsibility Due Date QA Responsibility QA Due Date

Signature Approval

Standard Letters Concurrent Programs with SRS

Define Reports and Standard Letters

HR: Define Report Sets

Define Concurrent Processing for Work Processors

HR: Define Word Processors-Plan

Define Concurrent Processing for Work Processors

HR: Define Word Processors-Write SQL*Plus Script

Define Concurrent Processing for Work Processors

HR: Define Word Processors-Register SQL*Plus Script

Define Concurrent Processing for Work Processors

HR: Define Word Processors-Link SQL*Plus Scrip

Define Concurrent Processing for Work Processors

HR: Define Word Processors-Write Skeleton Letter

Define Concurrent Processing for Work Processors

HR: Define Word Processors-Request Letter

Define Concurrent Processing for Work Processors

HR: Define Word Processors-Merge Data File

Define Concurrent Processing for Oracle Report

HR: Define Oracle Reports-Plan

Define Concurrent Processing for Oracle Report

HR: Define Oracle Reports-Write Report

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WorkflowSubWorkflow Name

Setup Task Responsibility Due Date QA Responsibility QA Due Date

Signature Approval

Define Concurrent Processing for Oracle Report

HR: Define Oracle Reports-Register Report

Define Concurrent Processing for Oracle Report

HR: Define Oracle Reports-Link Report

Define Concurrent Processing for Oracle Report

HR: Define Oracle Reports-Run Report

HR: Define Standard Letters with ADE

HR: Define Standard Letters with Microsoft Word

Define User Security HR: Define Security Profiles

Define User Security HR: Run Generate Secure User Process

Define User Security HR: Run Security List Maintenance Process

Define User Security HR: Define Form Customizations

Define User Security HR: Define Task Flow Nodes

Define User Security HR: Define Task Flows

File Ref: document.doc (v. )Company Confidential - For internal use only

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Define Cost Allocation Flexfield/HR: Define Value Sets

Human Resources>Configuration Tools>Validation>Values

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define Value Sets.

<Find Value Set>

Name

<Find Values By>

Value Set

Key Flexfield

Descriptive Flexfield

Concurrent Program

Independent Value

Value

Description

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<Values>

Value Description

Effective

Enabled From To

Hierarchy, Qualifiers

Parent Group Level Qualifiers

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Define Child Ranges

<Child Ranges>

From To Include

Move Child Ranges<Source>

Value

Description

Child Ranges: From Child Ranges: To Child Ranges: Type

<Destination>

Value

Description

Child Ranges: From Child Ranges: To Child Ranges: Type

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View Hierarchies

<Value Hierarchy>

Parent Value

Description

<Children>

Value Description Parent

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Define Cost Allocation Flexfield/HR: Define Segments and Qualifiers

Human Resources>Configuration Tools>Key Flexfields>Segments

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define Segments and Qualifiers.

<Key Flexfield Segments>

Application

Flexfield Title

<Structures>

Title Description View Name

Freeze Flexfield Definition

Enabled

Segment Separator

Cross-Validate Segments

Freeze Roll-Up Groups

Allow Dynamic Inserts

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Segments

<Segments Summary>

Number Name Window Prompt Column Value Set Displayed Enabled

Flexfield Qualifiers

Name Description Enabled

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Define Cost Allocation Flexfield/HR: Define Cross-Validation Rules

Human Resources>Configuration Tools>Key Flexfields>Cross-Validation

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define Cross-Validation Rules.

Application

Flexfield Title

Structure

Description

<Cross-Validation Rules>

Name Description

Error Message

Error Segment

From

To

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<Cross-Validation Rule Elements>

Type From To

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Page 29: BR100Ahr Human Resources Application Setup

Define Cost Allocation Flexfield/HR: Define Aliases

Human Resources>Configuration Tools>Key Flexfields>Aliases

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form define Shorthand Aliases.

<Shorthand Aliases>

Application

Flexfield Title

Structure

Description

<Shorthand>

Enabled

Max Alias Size

Prompt

<Shorthand Aliases>

Alias Template

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Alias Description

Alias Description Template Description

Effective

Enabled From To Template Description

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Page 31: BR100Ahr Human Resources Application Setup

Define Cost Allocation Flexfield/HR: Freeze and Compile Flexfield Structure

Human Resources>Configuration Tools>Key Flexfields>Segments

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define Segments and Qualifiers.

<Key Flexfield Segments>

Application

Flexfield Title

<Structures>

Title Description View Name

Freeze Flexfield Definition

Enabled

Segment Separator

Cross-Validate Segments

Freeze Roll-Up Groups

Allow Dynamic Inserts

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Segments

<Segments Summary>

Number Name Window Prompt Column Value Set Displayed Enabled

Flexfield Qualifiers

Name Description Enabled

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Define Grade Related Information/HR: Define Grades

Human Resources>Work Structure>Grade>Description

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to Define Grades.

<Grades>

Sequence Number Name Date From Date To

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Define Grade Related Information/HR: Define Grade Rates

Human Resources>Work Structure>Grade>Grade Rate

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to Define Grade Rates.

<Grade Rates>

Name

Units

<Grade Rate Values>

Grade Name Value Minimum Maximum Mid Value Effective Dates: From

Effective Dates: To

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Define Grade Related Information/HR: Define Pay Scales

Human Resources>Work Structure>Grade>Pay Scale

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to Define Pay Scales.

<Pay Scale>

Name

Last Automatic Increment

<Increment Frequency>

Number

Per Period

<Progression Points>

Point Sequence

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Page 36: BR100Ahr Human Resources Application Setup

Define Grade Related Information/HR: Define Progression Point Values

Human Resources>Work Structure>Grade>Point Values

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define Progression Point Values.

<Scale Rate>

Name

Units

Pay Scale

<Progression Point Values>

Point Values

<Effective Dates>

From To

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Define Grade Related Information/HR: Define Grade Scales

Human Resources>Work Structure>Grade>Grade Steps and Points

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to Define Grade Scales.

<Grade Scale>

Grade

Pay Scale

CeilingPoint Step 1

<Effective Dates>

From Current Date

To

<Grade Steps>

Step Point

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<Effective Dates>

From To

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Page 39: BR100Ahr Human Resources Application Setup

Define Payroll Information/HR: Define Payment Methods

Human Resources>Payroll>Payment Methods

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to Define Payment Methods.

<Organizational Payment Method>

Name

Type

Currency

Third Party Payment

<Source Bank>

Country

Bank Details

Further Information

<Effective Dates>

FromCurrent Date

To

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Page 40: BR100Ahr Human Resources Application Setup

Define Payroll Information/HR: Define Consolidation Set

Human Resources>Payroll>Consolidation

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define Consolidation Sets for payroll run results.

<Consolidation Sets>

Name

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Page 41: BR100Ahr Human Resources Application Setup

Define Payroll Information/HR: Define Payroll Group

Human Resources>Payroll>Payroll>Description

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define Payroll Groups.

<Payroll>

Name

Period Type

First Period End Date

Number of Years

<Date Offset>

Check

Scheduled Run

Cut Off

<Default>

Payment Method

Consolidation Set

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<Costing>

Costing

Suspense Account

<Effective Dates>

FromCurrent Date

To

Negative Payment Allowed

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Page 43: BR100Ahr Human Resources Application Setup

Define Input Value Validation/HR: Define New QuickCode Types

Human Resources>Other Definitions>QuickCode Types

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define your own QuickCode Types.

<QuickCode Types>

Type Meaning Access Level User Defined

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Define Input Value Validation/HR: Define QuickCode Values

Human Resources>Other Definitions>QuickCode Values

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to enter values and meanings for QuickCode Values.

<QuickCodes>

Type

Application

Description

<Access Level>

User

Extensible

System

Code Meaning Description Start Date End Date Enabled

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Page 45: BR100Ahr Human Resources Application Setup

Define Input Value Validation/HR: Define User Table Structure

Human Resources>Other Definitions>Table Structure

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to set up the tables you require.

<Table Structure>

Name

Match Type

Key Units of Measure

Row Title

Columns

Name Formula

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Rows

Sequence Exact Effective Dates: From Effective Dates: To

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Page 47: BR100Ahr Human Resources Application Setup

Define Input Value Validation/HR: Define User Table Values

Human Resources>Other Definitions>Table Values

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to enter Table Values.

<Table Values>

Table

Key Units of Measure

<Column>

Name

<Values>

Exact Value Effective Dates: From Effective Dates: To

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Define Input Value Validation/HR: Define Element Validation Formulas

Human Resources>Compensation and Benefits>Write Formulas

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to enter and modify Formulas.

<Formula>

Name

Type

Description

Verified

<Effective Dates>

FromCurrent Date

To

Show Items

Name Type Default Required Description

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Page 49: BR100Ahr Human Resources Application Setup

Define Compensation and Benefit Information/HR: Define Elements and Input Values

Human Resources>Compensation & Benefit>Element Description

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to enter Compensation and Benefit information.

<Element>

Name

Reporting Name

Description

Primary Classification

Benefit Classification

<Effective Dates>

From Current Date

To

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<Processing>

Type: Recurring

Type: Nonrecurring

Termination Rule: Actual Termination

Termination Rule: Final Close

Multiple Entries Allowed

Additional Entry Allowed

Closed for Entry

Process in Run

Indirect Results

Adjustment Only

Third Party Payment

Priority

Skip Rule

<Currency>

Input

Output

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<Qualifying Conditions>

Age

Length of Service

Units

Standard

Further Information

Input Values

Name Unit Sequence

Required

User Enterable

Database Item

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Page 52: BR100Ahr Human Resources Application Setup

Define Compensation and Benefit Information/HR: Define Element Links

Human Resources>Compensation & Benefit>Link

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define Links.

<Element>

Name

Input Value Name

Grade Rate

Grade Rate Basis

Annualized Hours

Start Date

End Date

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<Eligibility Criteria>

Organization

Group

Job

Position

Grade

Location

Employment Category

Payroll

Salary Basis

Link To All Payrolls

Costing<Costable Type>

Not Costed

Fixed Cost

Costed

Distributed

Distribution Set

Transfer to GL

Costing

Balancing

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Miscellaneous

<Effective Dates>

FromCurrent Date

To

Qualifying Conditions

Age

Length of Service

Units

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Page 55: BR100Ahr Human Resources Application Setup

Setup Earnings and Deductions for Payroll Processing/HR: Define Additional Tax Categories

Human Resources>Other Definitions>QuickCode Values

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define additional Tax Categories.

Type Application Description

<Access Level>

User Extensible

System

Code Meaning Description Start Date End Date Enabled

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Setup Earnings and Deductions for Payroll Processing/HR: Initiate Earnings

Human Resources>Compensation & Benefit>Earnings

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to activate and review Earnings types.

<Earnings>

Name

Reporting Name

Description

Classification

Overtime Base

FLSA Hours

Reduce Regular

Pay MIX Entry Allowed

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<Element Processing>

Type: Recurring

Type: Nonrecurring

Priority

Standard Link

Calculation Rule

<Separate Check>

No

Yes

<Deduction Processing>

All

Tax Only

Pretax and Tax Only

<Effective Dates>

From

To

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Setup Earnings and Deductions for Payroll Processing/HR: Initiate Deductions

Human Resources>Compensation & Benefit>Deductions

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to activate and review Deductions.

<Deduction>

Name

Reporting Name

Description

Classification

Category

Benefit Classification

Processing

<Type>

Recurring

Nonrecurring

Priority

Standard Link

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Page 59: BR100Ahr Human Resources Application Setup

<Run Type>

Regular

All

<Start Rule>

On Entry

Chained

Earnings Threshold

<Stop Rule>

On Entry

Total Reached

Series EE Bond

Frequency Rules Exist

Pay MIX Entry Allowed

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Frequency Rules<Frequency Rules>

Payroll Period Type

Regular Processing Period:

1 2 3 4 5

Amount Details

<Rules>

Flat Amount

% Earnings

Payroll Table

Benefits Table

<Payroll Table>

Name

Column

Row Type

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<Insufficient Funds>

Arrearage

Partial Deduction

<Effective Date>

From

To

MIX Entry Allowed

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Page 62: BR100Ahr Human Resources Application Setup

Setup Earnings and Deductions for Payroll Processing/HR: Define Additional Taxability Rules for Tax Categories

Human Resources>Compensation & Benefit>Tax Withholding Rules

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define your Tax Withholding for your Tax Categories.

<Taxability>

Primary Classification

Level

<Federal>

Tax Category Not Withheld Withheld EIC FUTA Medicare SS

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Customize Generated Definitions/ HR: Define or Customize Payroll Balances

Human Resources>Compensation & Benefit>Balance

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to enter Balances with feeds and dimensions.

<Balance>

Name

Reporting Name

Units

Currency

Use for Renumeration

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Page 64: BR100Ahr Human Resources Application Setup

Customize Generated Definitions/ HR: Define or Customize Payroll Formulas

Human Resources>Compensation and Benefits>Write Formulas

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to enter and modify Formulas.

<Formula>

Name

Type

Description

Verified

<Effective Dates>

FromCurrent Date

To

Show Items

Name Type Default Required Description

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Page 65: BR100Ahr Human Resources Application Setup

Customize Generated Definitions/HR: Define Formula Result Rules

Human Resources>Compensation and Benefits>Formula Results

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define what happens to Formula Results.

<Formula Result Rules>

Name

Classification

Description

<Processing Rules>

Name Formula

Effective Dates:

From To

<Formula Results>

Name Type Element Input Value Units Message Severity

Effective Dates:

From To

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Page 66: BR100Ahr Human Resources Application Setup

Define Salary Administration/HR: Define Proposal Reasons and Performance Ratings

Human Resources>Other Definitions>QuickCode Values

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define QuickCodes for Proposal Reasons and Performance Ratings.

<QuickCodes>

Type

Application

Description

<Access Level>

User

Extensible

System

Code Meaning Description Start Date End Date Enabled

Yes

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Define Salary Administration/HR: Define Salary Base

Human Resources>Work Structure>Salary Basis

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to enter available Salary Bases for salary administration.

<Salary Basis>

Name

Basis

<Element>

Name

Input Value Name

Grade Rate

Grade Rate Basis

Annualized Hours

Start Date

End Date

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<Eligibility Criteria>

Organization

Group

Job

Position

Grade

Location

Employment Category

Payroll

Salary Basis

Link To All Payrolls

Costing

<Costable Type>

Not Costed

Fixed Cost

Costed

Distributed

Distribution Set

Transfer to GL

Costing

Balancing

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Miscellaneous

<Effective Dates>

FromCurrent Date

To

Qualifying Conditions

Age

Length of Service

Units

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Define Benefits Administration/HR: Define QuickCode Value-Benefits Administration

Human Resources>Other Definitions>QuickCode Values

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to enter values and meanings for QuickCode types.

<QuickCodes>

Type

Application

Description

<Access Level>

User

Extensible

System

Code Meaning Description Start Date End Date Enabled

Yes

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Page 71: BR100Ahr Human Resources Application Setup

Define Benefits Administration/HR: Define Benefit Carriers

Human Resources>Work Structures>Organization>Description

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to enter information for an Organization.

<Organization>

Name

Type

<Dates>

FromCurrent Date

To

Location

Internal or External

Location Address

Internal Address

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<Organization Classifications>

Name Enabled

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Page 73: BR100Ahr Human Resources Application Setup

Define Benefits Administration/HR: Define Benefit Coverage and Default Contributors

Human Resources>Compensation & Benefits>Benefit Contributions

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to enter benefit Contribution levels and values.

<Benefit Plan>

Name

Benefit Classification

Description

Primary Classification

Carrier Period Type

Dependents Covered

COBRA Eligible

<Benefit Contributions>

Coverage

Contributions:

Employer Employee Total

Effective Dates:

From To

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Page 74: BR100Ahr Human Resources Application Setup

Define Benefits Administration/HR: Define Benefit Plan Links

Human Resources>Compensation & Benefits>Link

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define Links.

<Element>

Name

Input Value Name

Grade Rate

Grade Rate Basis

Annualized Hours

Start Date

End Date

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<Eligibility Criteria>

Organization

Group

Job

Position

Grade

Location

Employment Category

Payroll

Salary Basis

Link To All Payrolls

Costing

<Costable Type>

Not Costed

Fixed Cost

Costed

Distributed

Distribution Set

Transfer to GL

Costing

Balancing

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Miscellaneous

<Effective Dates>

From

To

Qualifying Conditions

Age

Length of Service

Units

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Page 77: BR100Ahr Human Resources Application Setup

Define Person Types and Assignment Statuses/HR: Define Element Sets

Human Resources>Payroll>Element Set

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define Element and Distribution Sets.

<Element and Distribution Set>

Name

Type

<Elements>

Name Type Classification

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Page 78: BR100Ahr Human Resources Application Setup

Define Person Types and Assignment Statuses/HR: Define Person Types

Human Resources>Other Definitions>Person Types

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to enter names for types of employees, applicants, and other people.

<Person Types>

User Name System Name Active Default

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Define Person Types and Assignment Statuses/HR: Define Assignment Statuses

Human Resources>Work Structures>Status

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define your Assignment Statuses.

<Assignment Statuses>

User Status System StatusHuman Resources

System StatusPayroll

Type Active Default

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Page 80: BR100Ahr Human Resources Application Setup

Define Special Personal Information/HR: Define Personal Analysis Flexfield Value Sets

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to setup a value set for each segment of your Personal Analysis Flexfield.

<Value Set>

Value Set Name Description Security

Available

Enable

Long List

<Format Validation>

Format Type Maximum Size Numbers Only (0-9)

Uppercase Only (A-Z)

Right-Justify and Zero-fill numbers (0001)

Min Value Max Value

<Value Validation>

Validation type

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Page 81: BR100Ahr Human Resources Application Setup

Define Special Personal Information/HR: Define Personal Analysis Flexfield Segments

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define the structure of your personal analysis Flexfield.

<Key Flexfield>

Application Flexfield Title

Oracle Human Resources Personal Analysis Flexfield

<Structures>

Title Description View Name

Freeze Flexfield Definition

Enabled

Segment Separator Cross-Validate Segments

Freeze Rollup Groups Allow Dynamic Inserts

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Segments

<Segments Summary >

Number Name Window Prompt Column Value Set Displayed Enabled

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Define Special Personal Information/HR: Define Personal Analysis Flexfield Segment Values

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define valid values for the key Personal Analysis Flexfield segment or reporting parameter.

Title Independent Segment Independent Value Structure Dependent Segment Value Description

Personal Analysis Flexfield

Job

<Values (Job)>

Effective

Value Description Enabled Effective

From

Effective

To

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Hierarchy/Qualifiers

Value Description Parent

Group Level Qualifiers

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Define Special Personal Information/HR: Define Personal Analysis Cross-Validation Rules

Human Resources>Configuration Tools>Key Flexfields>Cross-Validation

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define Cross-Validation Rules.

Application

Flexfield Title

Structure

Description

<Cross-Validation Rules>

Name Description

Error Message

Error Segment

From

To

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<Cross-Validation Rule Elements>

Type From To

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Page 87: BR100Ahr Human Resources Application Setup

Define Special Personal Information/HR: Define Personal Analysis Flexfield Aliases

Human Resources>Configuration Tools>Key Flexfields>Aliases

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define Shorthand Aliases.

<Shorthand Aliases>

Application

Flexfield Title

Structure

Description

<Shorthand>

Enabled

Max Alias Size

Prompt

<Shorthand Aliases>

Alias Template

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Alias Description

Alias Description Template Description

Effective

Enabled From To Template Description

Yes

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Page 89: BR100Ahr Human Resources Application Setup

Define Special Personal Information/HR: Freeze and Compile Flexfield Structure

Human Resources>Configuration Tools>Key Flexfields>Segments

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define Segments and qualifiers.

<Key Flexfield Segments>

Application

Flexfield Title

<Structures>

Title Description View Name

Freeze Flexfield Definition

Enabled

Segment Separator

Cross-Validate Segments

Freeze Roll-Up Groups

Allow Dynamic Inserts

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Segments

<Segments Summary>

Number Name Window Prompt Column Value Set Displayed Enabled

Flexfield Qualifiers

Name Description Enabled

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Page 91: BR100Ahr Human Resources Application Setup

Define Special Personal Information/HR: Register Special Information Types for Business Group

Human Resources>Other Definitions>Special Info Types

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to register your Special Information Types for your business group.

<Special Information Types>

Name Job Position Other OSHA ADA Skill

ADA Disabilities YesADA Disability Accommodations YesOSHA-reportable Incident YesAwards & Honors YesCertifications Yes Yes YesCareer Goals YesCommunication Skills Yes Yes YesCompetency Profile YesDisabilities Yes Yes YesDisabilities Accommodations Yes Yes YesDisciplinary Action YesEducation Yes Yes YesEmployment Equity YesGrievances YesHearing Test YesLanguages Yes Yes YesManagement Performance YesManagement Skills Yes Yes YesMemberships YesObjectives YesOfficial LanguagesPerformance Rating YesPhysicals YesPrior Work Experience Yes Yes YesQualifications Yes Yes YesReferences YesSafety Training Yes Yes YesSkills - Certifications YesSkills- Communication Yes

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Name Job Position Other OSHA ADA Skill

Skills- Languages YesSkills- Leadership YesSkills- Management YesSkills- Operations YesSkills- PC YesSkills- Product YesSkills- Safety YesSkills- Technical YesTechnical Experience Yes Yes YesTraining Yes Yes YesVehicle Profile YesWork Environment YesWorker’s Compensation YesProduction Skills Yes Yes YesCompany Property YesExpatriate Yes

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HR: Define Assignment Statuses for Applicants

Human Resources>Work Structures>Status

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define your Assignment Statuses.

<Assignment Statuses>

User Status System StatusHuman Resources

System StatusPayroll

Type Active Default

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Define New Hire Reporting/HR: Check GRE Federal and State ID Number

Human Resources>Work Structures>Organization>Description Other

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to check GRE Federal and State ID Number. Query the organization and select the other button.

<Organization>

Name

Type

<Dates>

FromCurrent Date

To

Location

Internal or External

Location Address

Internal Address

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<Organization Classifications>

Name Enabled

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Define New Hire Reporting/HR: Enter GRE Contact Information

Human Resources>Work Structures>Organization>Description Other

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to enter GRE Contact Information. Query the organization and select the other button.

<Organization>

Name

Type

<Dates>

FromCurrent Date

To

Location

Internal or External

Location Address

Internal Address

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<Organization Classifications>

Name Enabled

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Define New Hire Reporting/HR: Enter New Hire Information for Every Employee

Human Resources>People>Enter>Maintain

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to enter people, assignments, and applications.

<Name>

Last

First

Title

Prefix

Suffix

Middle

Type

Hire Date

<Identification>

Social Security

Employee

Applicant

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<Effective Dates>

FromCurrent Date

To

Personal Information

Birth Date

Age

Nationality

Status

Mail To

Email

Date Last Verified

Has Disability

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Employment Information

Ethnic Origin

I-9 Status

Visa Type

I-9 Expiration

Veteran Status

New Hire

Child Support Obligation

Exception Reason

Student

Office Location Information

Office

Location

Mailstop

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Application Information<Resume>

Exists

Last Updated

Hold Application Until

Background Information

Background Checked

Date Checked

Rehire Information

Recommendation

Reason

Further Name Information

Honors

Preferred Name

Previous Last Name

Medical Information

Blood Type

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Last Test Date

Last Test By

Other Information

Availability Schedule

Student Status

Full-Time Availability

Correspondence Language

On Military Service

Second Passport Exists

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Define Methods of Measurement and Creating Competencies/HR: Create Rating Scales

Human Resources>Career Management>Rating Scales

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define general methods of measuring competencies.

<Rating Scales>

Name

Type

Description

Default Rating Scale

<Levels>

Level Name

<Behavioral Indicator>

Behavioral Indicator

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Define Methods of Measurement and Creating Competencies/HR: Create Competencies

Human Resources>Career Management>Competencies

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define Competencies.

<Competencies>

Name

Description

<Valid Dates>

From

To

<Proficiency>

Levels

ScaleYes

Rating Scale

Primary Evaluation Method

Certification Required

Renewal Period

Units

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<Behavioral Indicator>

Find Competencies

Name

Type

<Requirements>

Organization

Job

Position

Levels

<Levels>

Level Name

<Behavioral Indicator>

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Define Methods of Measurement and Creating Competencies/HR: Group Competence Types

Human Resources>Career Management>Competence Types

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to group Competencies into Types.

<Competence Types>

Competence Type

Competence

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Define Competence Requirement/HR: Define Competence Requirements

Human Resources>Career Management>Competence Requirements

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define Requirements for enterprise, organizations, jobs, and positions.

<Competence Requirements>

Business Group

Job

Organization

Position

Competence Low High Essential Grade Date From Date To

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HR: Create Qualification Types

Human Resources>Career Management>Qualification Types

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define, categorize, and rank Qualifications.

<Qualification Types>

Name Category Rank

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Define Assessment and Appraisal/HR: Create Assessment Templates

Human Resources>Career Management>Assessment Template

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to select competencies and rating scale for an Assessment.

<Assessment Template>

Name

In Use

Description

Instructions

<Dates>

From

To

<Rating Scale>

Type

Performance Scale

Comments

Weighting Scale

Total Score

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Competencies

<Display Template Context>

Saved Competence Types Only

Saved Competencies Only

Competence Type

Use

Sequence

Competencies Use Sequence

<Competence Dates>

From

To

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Define Assessment and Appraisal/HRUS: Create Appraisal Templates

Human Resources>Career Management>Appraisal Template

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to select questionnaire and rating scale for an Appraisal.

<Appraisal Template>

Name

Description

From

To

Instructions

Questionnaire Name

Performance Rating Scale

Assessment Template

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Define Workers Compensation/HR: Define Workers Compensation Insurance Carrier

Human Resources>Work Structures>WC Rates

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to enter rates for Worker’s Compensation codes.

<Worker’s Compensation Fund>

Carrier

State

Location

<Calculation Methods>

One

Two

Three

<Codes and Rates>

Code Employer Rate 1 Employer Rate 2 Employer Rate 3 Employee Rate 1 Employee Rate 2 Period

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Define Workers Compensation/HR: Define Insurance Carriers for Government Reporting Entities

Human Resources>Work Structures>Organization>Description Other

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to enter Insurance Carriers for Government Reporting Entities. Query the organization and select the other

button.

<Organization>

Name

Type

<Dates>

FromCurrent Date

To

Location

Internal or External

Location Address

Internal Address

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<Organization Classifications>

Name Enabled

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Define Workers Compensation/HR: Define State Code and Rate

Human Resources>Work Structures>Job>WC Rates

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to enter rates for Worker’s Compensation codes.

<Worker’s Compensation Fund>

Carrier

State

Location

<Calculation Methods>

One

Two

Three

<Codes and Rates>

Code Employer Rate 1 Employer Rate 2 Employer Rate 3 Employee Rate 1 Employee Rate 2 Period

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Define Workers Compensation/HR: Define Codes for Jobs

Human Resources>Work Structures>Job>WC Rates

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to enter Worker’s Compensation codes for Jobs.

<State>

Name

Executive Weekly Maximum

<Hours Calculation Rules>

Include Overtime Hours in Calculation

<Earnings Calculation Rules>

Overtime Category Include

<Codes for Jobs>

Job Code

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<Surcharges>

Name Formula Position Rate Accumulate

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Define Workers Compensation/HR: Define Element Link for Workers Compensation Element

Human Resources>Compensation & Benefits>Links

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define Links for Workers Compensation Elements.

<Element>

Name

Input Value Name

Grade Rate

Grade Rate Basis

Annualized Hours

Start Date

End Date

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<Eligibility Criteria>

Organization

Group

Job

Position

Grade

Location

Employment Category

Payroll

Salary Basis

Link To All Payrolls

Costing

<Costable Type>

Not Costed

Fixed Cost

Costed

Distributed

Distribution Set

Transfer to GL

Costing

Balancing

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Miscellaneous<Effective Dates>

FromCurrent Date

To

Qualifying Conditions

Age

Length of Service

Units

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Define Absence Management/Accruals of PTO/HR: Define Accrual Plan with Absence Element

Human Resources>Compensation & Benefits>Accrual Plans

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to enter Accrual Plans.

<Accrual Plans>

Plan Name

Accrual Category

Accrual Start

Accrual Units

<Absence Information>

Name

Units

<Period of Ineligibility>

Length

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Define Absence Management/Accruals of PTO/HR: Define Element Links for Accrual Elements

Human Resources>Compensation & Benefits>Links

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define Links for Accrual Elements.

<Element>

Name

Input Value Name

Grade Rate

Grade Rate Basis

Annualized Hours

Start Date

End Date

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<Eligibility Criteria>

Organization

Group

Job

Position

Grade

Location

Employment Category

Payroll

Salary Basis

Link To All Payrolls

Costing

<Costable Type>

Not Costed

Fixed Cost

Costed

Distributed

Distribution Set

Transfer to GL

Costing

Balancing

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Miscellaneous<Effective Dates>

FromCurrent Date

To

Qualifying Conditions

Age

Length of Service

Units

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Define Absence Management/Accruals of PTO/HR: Associate Absence Type with Absence Element

Human Resources>Compensation & Benefits>Absence Types

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define Absence information.

<Attendance Type>

Name

<Dates>

FromCurrent Date

To

Category

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<Associated Element>

Name

Input Value

Units: Hours

Units: Days

Units: None

Balancing: Increasing

Balancing: Decreasing

Balance: None

<Reasons>

Name

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Define Absence Management/Accruals of PTO/HRUS: Define Absence Element to Record Time Taken

Human Resources>Compensation & Benefit>Element Description

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to enter Compensation and Benefit information.

<Element>

Name

Reporting Name

Description

Primary Classification

Benefit Classification

<Effective Dates>

From Current Date

To

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<Processing>

Type: Recurring

Type: Nonrecurring

Termination Rule: Actual Termination

Termination Rule: Final Close

Multiple Entries Allowed

Additional Entry Allowed

Closed for Entry

Process in Run

Indirect Results

Adjustment Only

Third Party Payment

Priority

Skip Rule

<Currency>

Input

Output

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<Qualifying Conditions>

Age

Length of Service

Units

Standard

Further Information

Input Values

Name Unit Sequence Required User Enterable

Database Item

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Page 130: BR100Ahr Human Resources Application Setup

Define Absence Management/Accruals of PTO/HRUS: Define Element Links for Absence Element

Human Resources>Compensation & Benefits>Links

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define Links for Absence Elements.

<Element>

Name

Input Value Name

Grade Rate

Grade Rate Basis

Annualized Hours

Start Date

End Date

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<Eligibility Criteria>

Organization

Group

Job

Position

Grade

Location

Employment Category

Payroll

Salary Basis

Link To All Payrolls

Costing<Costable Type>

Not Costed

Fixed Cost

Costed

Distributed

Distribution Set

Transfer to GL

Costing

Balancing

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Miscellaneous<Effective Dates>

FromCurrent Date

To

Qualifying Conditions

Age

Length of Service

Units

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Define Absence Management/Accruals of PTO/HRUS: Define Element Links for Accrual Elements

Human Resources>Compensation & Benefits>Links

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define Links for Accrual Elements.

<Element>

Name

Input Value Name

Grade Rate

Grade Rate Basis

Annualized Hours

Start Date

End Date

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<Eligibility Criteria>

Organization

Group

Job

Position

Grade

Location

Employment Category

Payroll

Salary Basis

Link To All Payrolls

Costing<Costable Type>

Not Costed

Fixed Cost

Costed

Distributed

Distribution Set

Transfer to GL

Costing

Balancing

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Miscellaneous<Effective Dates>

FromCurrent Date

To

Qualifying Conditions

Age

Length of Service

Units

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Define Absence Management/Accruals of PTO/HRUS: Define Absence Reason

Human Resources>Compensation & Benefits>Absence Types

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define Absence information.

<Attendance Type>

Name

<Dates>

FromCurrent Date

To

Category

<Associated Element>

Name

Input Value

Units: Hours

Units: Days

Units: None

Balancing: Increasing

Balancing: Decreasing

Balance: None

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<Reasons>

Name

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Define Human Resource Budgets/HR: Define QuickCode Values

Human Resources>Other Definitions>QuickCode Values

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Priority(H, M, L):

<Priority (H,M,L)>Control Number:

<Control Number>Process Owner:

<Process Owner>

Description: Use this form to enter values and meanings for QuickCode types.

<QuickCodes>

Type

Application

Description

<Access Level>

User

Extensible

System

Code Meaning Description Start Date End Date Enabled

Yes

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Define Human Resource Budgets/HR: Define Period Types

Human Resources>Other Definitions>Time Periods

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define Time Period Types for use in budget and payroll calendars.

<Period Types>

Name Number Per Year Description

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Page 140: BR100Ahr Human Resources Application Setup

Define Human Resource Budgets/HR: Define Budgetary Calendars

Human Resources>Work Structures>Budget Calendar

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define Calendars for headcount and position Budgets.

<Budgetary Calendar>

Name

Start Date

Period Type

Midpoint Offset

<Time Periods>

Name Year Qtr Period From To

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Page 141: BR100Ahr Human Resources Application Setup

Define Human Resource Budgets/HR: Define Budgets

Human Resources>Work Structures>Budget

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to enter headcount and position Budgets.

<Budget>

Name

Measurement Type

Calendar

Period Type

<Budget Version>

Version Number

Date: From

Date: To

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Page 142: BR100Ahr Human Resources Application Setup

<Budget Element>

Organization

Job

Position

Grade

<Budget Values>

Date From Date To Value Actual Values: Start

Actual Values: End

Variance: Amount Variance: %

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Page 143: BR100Ahr Human Resources Application Setup

Define Evaluation Systems/HR: Define Evaluation Types

Human Resources>Work Structures>Job>Description

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to enter Job information.

<Job>

Date From

Date To

Name

Further Information

Evaluation

System

Overall Score

Measured In

Date Evaluated

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Page 144: BR100Ahr Human Resources Application Setup

Define Evaluation Systems/HR: Define Valid Grades for Jobs

Human Resources>Work Structures>Job>Description

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to enter Job information.

<Job>

Date From

Date To

Name

Further Information

Valid Grades

Grade Date From Date To

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Page 145: BR100Ahr Human Resources Application Setup

Define Evaluation Systems/HR: Define Valid Grades for Positions

Human Resources>Work Structures>Position>Description

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to enter information.

<Position>

Date FromCurrent Date

Date To

Name

Organization

Location

Job

Status

Standard Conditions

Working Hours

Frequency

Normal Time: Start

Normal Time: End

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Page 146: BR100Ahr Human Resources Application Setup

Probation Period

Length

Units

Absence

Replacement Required

Relief

Planned Successor

Position Name

Valid Grades

Grade From To

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Page 147: BR100Ahr Human Resources Application Setup

Define Skills Matching/HR: Define Skill Requirements for Jobs

Human Resources>Work Structures>Job>Description

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to enter Job information.

<Job>

Date From

Date To

Name

Further Information

Requirements

<Special Information Type>

Name

<Job Requirements>

Essential Requirement

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Page 148: BR100Ahr Human Resources Application Setup

Define Skills Matching/HRUS: Define Skill Requirements for Positions

Human Resources>Work Structures>Position>Description

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define Skill Requirements for Positions.

<Position>

Date FromCurrent Date

Date To

Name

Organization

Location

Job

Status

Standard Conditions

Working Hours

Frequency

Normal Time: Start

Normal Time: End

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Page 149: BR100Ahr Human Resources Application Setup

Probation Period

Length

Units

Absence

Replacement Required

Relief

Planned Successor

Position Name

Requirements

<Special Information Type>

Name

<Job Requirements>

Essential Requirement

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Page 150: BR100Ahr Human Resources Application Setup

Define Career Planning/HR: Create and Map Career Path

Human Resources>Work Structures>Job>Career Path

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to enter Career Paths for Jobs.

<Map Career Path>

Name

Career Path Name

Job Progression To

Up

<Job Progression From>

Name Down

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Page 151: BR100Ahr Human Resources Application Setup

Define Career Planning/HR: Enter Work Choice-Job

Human Resources>Work Structures>Job>Description

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to enter Job information.

<Job>

Date From

Date To

Name

Further Information

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Page 152: BR100Ahr Human Resources Application Setup

Work Choices

<Work Capabilities>

All Locations

Relocation Required

Willing to Travel

Passport Required

Willing to Relocate

Work Duration

Work Schedule

Work Hours

FTE Capacity

Minimum Service Required

<International Deployment>

All Countries

Willing to Relocate

Required Countries

Required Location

Required Countries

Required Location

Required Countries

Required Location

Other Requirement

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Page 153: BR100Ahr Human Resources Application Setup

Define Career Planning/HR: Create Position Hierarchies

Human Resources>Work Structures>Position>Hierarchy

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to structure Positions into Hierarchies.

<Position Hierarchy>

Name

Primary

<Version>

Number

Date: From

Date: To

<Position>

Name

Holder

Employee Number

Exists In Hierarchy

Number Of Subordinates

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Page 154: BR100Ahr Human Resources Application Setup

<Subordinates>

Name Holder’s: Name Holder’s: Number Number of Subordinates

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Page 155: BR100Ahr Human Resources Application Setup

Define Career Planning/HR: Enter Work Choice-Positions

Human Resources>Work Structures>Position>Description

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to enter Work Choice-Positions.

<Position>

Date: FromCurrent Date

Date: To

Name

Organization

Location

Job

Status

Standard Conditions

Working Hours

Frequency

Normal Time: Start

Normal Time: End

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Page 156: BR100Ahr Human Resources Application Setup

Probation Period

Length

Units

Absence

Replacement Required

Relief

Planned Successor

Position Name

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Page 157: BR100Ahr Human Resources Application Setup

Work Choices

<Work Capabilities>

All Locations

Relocation Required

Willing to Travel

Passport Required

Willing to Relocate

Work Duration

Work Schedule

Work Hours

FTE Capacity

Minimum Service Required

<International Deployment>

All Countries

Willing to Relocate

Required Countries

Required Location

Required Countries

Required Location

Required Countries

Required Location

Other Requirement

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Page 158: BR100Ahr Human Resources Application Setup

Define Reports and Standard Letters/HR: Write New Reports

Human Resources>Processes and Reports>Def. QuickPaint Report

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to set up the Report layout.

<Define Quickpaint Report>

Name

Description

Protected

Report Definition

Show Items<Database Items>

Name Type Default Required Description

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Page 159: BR100Ahr Human Resources Application Setup

Define Reports and Standard Letters/HR: Register Reports as Concurrent Programs with SRS

System Administration>Concurrent>Program>Define

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to Register Reports as Concurrent Programs.

Program Enabled

Short Name Application Description

<Executable>

Name Method Options Priority

<Request>

Type Use in SRS

Allow Disabled Values

Run Alone

Enable Trace

Restart on system Failure

NlS Compliant

<Output>

Format Save

Print

Columns

Rows Style Style Required

Printer

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Page 160: BR100Ahr Human Resources Application Setup

Incompatibilities

Program Application

Application Name Scope

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Page 161: BR100Ahr Human Resources Application Setup

Incompatibilities

Program Application

Conflicts Domain Parameter

Sequence

Parameter Description Enabled

<Validation>

Value Set Description Default Type Default Value Required

Enable Security

Range

<Display>

Display

Display Size

Description Size Concatenated Description Size

Prompt Token

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Page 162: BR100Ahr Human Resources Application Setup

Define Reports and Standard Letters/HR: Define Report Sets

Human Resources>Security>Report Sets

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define sets to restrict processes and report access.

<Request Set>

Set

Set Code

Application

Description

Owner

<Active Dates>

FromCurrent Date

To

<Run Options>

Print Together

Allow Incompatibility

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Page 163: BR100Ahr Human Resources Application Setup

Request Set Wizard

Sequentially (One After Another)Yes

In Parallel (All At Once)

Next

Abort ProcessingYes

Continue Processing

Next

Set

Application

Description

Next

After the Entire Set Has Completed

As Each Request in the Set Completes

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Page 164: BR100Ahr Human Resources Application Setup

Next

Program Application

Define Stages<Stages>

Set

Set Application

Display Sequence Stage Description

<Stage Details>

Stage Code

<Function>

Function

Application

The Return Value of this Stage Affects the Set Outcome

Allow Incompatibility

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Page 165: BR100Ahr Human Resources Application Setup

Requests

<Stage Requests>

Set

Stage

Set Application

<Programs>

Sequence Program Application Description All Stage Function to Use The Program Results

Yes

<Print Options>

Copies

Save

Printer

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Page 166: BR100Ahr Human Resources Application Setup

Parameters

<Request Parameters>

Set

Set Application

Stage

Sequence

Program

Application

Sequence Prompt Display Modify Shared Parameter Default: Type Default: Value

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Page 167: BR100Ahr Human Resources Application Setup

Link Stages

<Link Stages>

Set

Set Application

Start Stage

Display Sequence Name

Stage To Proceed On:

Success Warning Error

<Stage Properties>

Description

The Return Value of this Stage Affects the Set Outcome

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Page 168: BR100Ahr Human Resources Application Setup

Define User Security/HR: Define Security Profiles

Human Resources>Security>Profile

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define Security Profiles to restrict record access to records.

<Security Profile>

Name

Business Group

View All Records

View All Employees

View All Applicants

Reporting User

<Organization Security>

View All Organizations

Organization Hierarchy

Include Top Organization

Top Organization

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Page 169: BR100Ahr Human Resources Application Setup

Position Security

View All Positions

Position Hierarchy

Include Top Position

Top Position

Payroll Security

View All Payrolls

Include

Payrolls

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Page 170: BR100Ahr Human Resources Application Setup

Define User Security/HR: Define Form Customizations

Human Resources>Configuration Tools>Custom Forms

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define Customized Forms.

<Customized Version>

Name

Enabled

Standard Title

Query Title

<Restrictions>

Type Value

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Page 171: BR100Ahr Human Resources Application Setup

Define User Security/HR: Define Task Flow Nodes

Human Resources>Configuration Tools>Custom Forms

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define Task Flow Nodes.

<Define Task Flow Node>

Name

Unit:

Form Block Customization

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Page 172: BR100Ahr Human Resources Application Setup

Define User Security/HR: Define Task Flows

Human Resources>Configuration Tools>Define Task Flow

<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H,M,L)>Process Owner:

<Process Owner>Description: Use this form to define Task Flows.

<Define Task Flow>

Name

<Node>

Name

<Navigation Options>

Sequence Node Button Label

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Page 173: BR100Ahr Human Resources Application Setup

Open and Closed Issues for this Deliverable

Open Issues

ID Issue Resolution Responsibility Target Date Impact Date

Closed Issues

ID Issue Resolution Responsibility Target Date Impact Date

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