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Oracle E-Business Suite R12 Human Capital Management (HCM)
Essentials Partner Bt Camp !raining Curse"are
#r$%rce Management
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The following is intended to outline ourgeneral product direction. It is intended forinformation purposes only, and may not beincorporated into any contract. It is not a
commitment to deliver any material, code, orfunctionality, and should not be relied upon inmaking purchasing decisions.
The development, release, and timing of any
features or functionality described for Oraclesproducts remains at the sole discretion ofOracle.
!afe "arbor !tatement
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© 2012 Oracle Corporation – Proprietary and Confidential -#-
$se of this !ite %&!ite'( or )aterials constitutes agreement with the following terms andconditions*
1. Oracle +orporation %&Oracle'( is pleased to allow its business partner %&artner'( todownload and copy the information, documents, and the online training courses%collectively, &)aterials( found on this !ite. The use of the )aterials is restricted to the non-commercial, internal training of the artners employees only. The )aterials may not be usedfor training, promotion, or sales to customers or other partners or third parties.
2. ll the )aterials are trademarks of Oracle and are proprietary information of Oracle.artner or other third party at no time has any right to resell, redistribute or createderivative works from the )aterials.
#. Oracle disclaims any warranties or representations as to the accuracy or completeness ofany )aterials. )aterials are provided as is without warranty of any kind, either e0press orimplied, including without limitation warranties of merchantability, tness for a particularpurpose, and non-infringement.
. $nder no circumstances shall Oracle or the Oracle uthori3ed 4elivery artner be liablefor any loss, damage, liability or e0pense incurred or su5ered which is claimed to haveresulted from use of this !ite of )aterials. s a condition of use of the )aterials, artneragrees to indemnify Oracle from and against any and all actions, claims, losses, damages,liabilities and e0penses %including reasonable attorneys6 fees( arising out of artners use ofthe )aterials.
7. 8eference materials including but not limited to those identied in the 9oot +ampmanifest can not be redistributed in any format without Oracle written consent.
Oracle Training )aterials : $sagegreement
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;ey +ontent +ontributors
Contributin Companies
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R12& Oracle HRMS
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M'ule& Cre HR& #r$%rce Management
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© 2012 Oracle Corporation – Proprietary and Confidential -=-
odule Obecti$es
Manage Oter Emplee *ata
Manage Emplee + ,ssignment *ata
Manage Emplee Salar
sing Persn + ,ssignment *..s
/l0al *eplment
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© 2012 Oracle Corporation – Proprietary and Confidential ->-
ser +ystem Person #ypes 3ssinment +tatus
Persn !pes&
) 3pplicant
) ,mployee
) Continent *or%er
) Candidate
) Dependent
) ,4!,mployee
,ssignment Statuses
) 3cti$e 3ssinment
) +uspended 3ssinment) #erminated 3ssinment
) 3cti$e 3pplication
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Persn !pes
) #he first and foremost step in people manaement is to identify different
cateories of people you are oin to manae.
) ost of the oranizations enerally maintain follo&in cateories of
people5
) 3pplicants 5 People &ho ha$e applied for a $acancies in the Oranizations.
3pplicant can internal or e4ternal to your oranization.
) ,mployees 5 #hese people ha$e direct employment contract &ith the
company. #hese people &ill be on the company payroll and their
compensation and benefits information &ould be maintained by company.
) Continent *or%ers 5 #hey are normally billed to the oranization.#hey &ill not be on the company payroll. Continent &or%ers are
normally supplied by consultancy firms for a specific tas%. Continent
&or%ers supplier details can be stored in their assinments.
ser +ystem Person #ypes 3ssinment +tatus
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ser +ystem Person #ypes 3ssinment +tatus
Persn !pes
) Others5 #hese are person types6 that are not directly associated &ith
the enterprise. #hey could be directly or indirectly related to employeesof the oranization. +ome such person types could be candidates6contact or e4ternal people.
) Person types functionality a$ailable in Oracle '(+ is used tocateories &or%force in the oranization.
) Oracle '(+ comes &ith predefined person types to cateorize&or%force6 these are termed as 7+ystem Person #ypes8 in Oracle'(+. +ystem person types can be e4tended by definin your o&nperson type to represent &or%force more accurately.
) ,ach system person type comes &ith one correspondin user persontype. 9ou can define more user person types correspondin to systemperson type.
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ser +ystem Person #ypes 3ssinment +tatus
Persn !pes
:;< Other Definitions = Person #ypes
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ser +ystem Person #ypes 3ssinment +tatus
Persn !pes sages
) >n Oracle '(+ date effecti$e chanes to person types is done from
Person #ype saes &indo& and not from People &indo&.
) ?enerally person type chanes &ithin the same system person typeare independent of other personal information.
) For e4ample6 for system person type ,mployee you could ha$e t&ouser person types namely Permanent and #emporary. On satisfactoryperformance durin temporary period6 employee can be con$erted topermanent %eepin all other details intact.
) +napshot depictin person type usaes is sho&n in the ne4t slide.
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© 2012 Oracle Corporation – Proprietary and Confidential -17-
ser +ystem Person #ypes 3ssinment +tatus
Persn !pes sages
:;< People = ,nter and aintain
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ser +ystem Person #ypes 3ssinment +tatus
,ssignment Statuses
) On the line of person types6 assinment statuses need to be
defined to %eep trac% of proress of employees6 applicants orcontinent &or%ers durin their tenure &ith the oranization.
) For employees and continent &or%ers6 Oracle '(+ comes
&ith the follo&in predefined system statuses.
) 3cti$e 3ssinment
) +uspend 3ssinment
) #erminate 3ssinment
) ,nd
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© 2012 Oracle Corporation – Proprietary and Confidential -1
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ser +ystem Person #ypes 3ssinment +tatus
,ssignment Statuses
:;< *or% +tructure = +tatus
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© 2012 Oracle Corporation – Proprietary and Confidential -1>-
odule Obecti$es
Manage Oter Emplee *ata
ser + Sstem Persn !pes + ,ssignment Status
Manage Emplee Salar
sing Persn + ,ssignment *..s
/l0al *eplment
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© 2012 Oracle Corporation – Proprietary and Confidential -2?-
anae ,mployee 3ssinment Data
Manage Emplee + ,ssignment *ata
) 'irin a ne& person
) Promotion
) #ransfer
) #erminatin an employee
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© 2012 Oracle Corporation – Proprietary and Confidential -21-
anae ,mployee 3ssinment Data
Hiring a e" Persn
) Oracle '(+ people &indo& can be used to hire a person. Once a
person is hired6 Oracle '(+ creates a default assinment pointin to abusiness roup.
) People &indo& enables you to trac% history of the people from day one
till the day they lea$e the oranization.
) People is a 'ate trac$ &indo& that enables you to %eep continuous
history of all chanes to a person@s record. >t enables you to do chanes
as on effecti$e date6 &hich could be past or future date. Oracle '(+
enables you to update date trac% information in t&o modes.
) Correction5 Correct the e4istin record.
) pdate5 Aeep history of chanes.
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© 2012 Oracle Corporation – Proprietary and Confidential -22-
Hiring a e" Persn
Follo&in actions need to be used to hire a person.
) Create 3pplicant5 #his action enables to hire a person &ith the systemstatus of 73pplicant8. #ypically6 3pplicants are stored in the systemaainst $acancies. Once 3pplicant@s assinment is 73ccepted86 3pplicantcan be hired as an ,mployee or Continent *or%er usin action 7'ire 3pplicant8 or 7Create Placement8 respecti$ely.
) Create ,mployment5 #his action enables you to hire a person as an,mployee. >n case6 all recruitment acti$ities carried out offline6 this actionneeds to be used to hire a person an ,mployee.
) Create Placement5 #his action needs to selected6 in case a person
needs to be placed as continent &or%er.
) Create Other5 #his action needs to selected for other person types suchas contacts6 e4ternal person li%e candidates6 etc.
anae ,mployee 3ssinment Data
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anae ,mployee 3ssinment Data
Hiring a e" Persn
) Oracle '(+ e4pects follo&in minimum information to create a ne&
person successfully5) ;ame
) 3ction #ype
) ?ender
) Date of Birth
) #hese are indicati$e6 the actual number of mandatory field &oulddepends on the leislation in force. For e4ample6 for + leislationadditionally information for ,thnic oriin6 (eliion6 Disabilities and?ender needs to be entered.
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anae ,mployee 3ssinment Data
Hiring a e" Persn
:;< People = ,nter and aintain
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anae ,mployee 3ssinment Data
,ssignment *ata
) *hen you hire an employee or continent &or%er6 default primary
assinment automatically ets created. 9ou need to modify anassinment to enter Oranization6 3ssinment +tatus6 ob6 Position6
-ocation6 Payroll6 +uper$isory information and other rele$ant
information to represent person@s correct roles and responsibilities.
) 3n employee or continent &or%er may ha$e more than one role and inthat case6 you need to reister multiple assinments to represent
correct role definitions.
) 3t a particular point of time6 a person can ha$e only one primary
assinment6 rest all &ould be considered as secondary in nature.
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,ssignment *ata
Clic% on the 3ssinment Button
:;< People = ,nter and aintain
anae ,mployee 3ssinment Data
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© 2012 Oracle Corporation – Proprietary and Confidential -2
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Emplee Prmtin
:;< People = ,nter and aintain
) Based on the recommendation and appro$als6 system is updated &ith the ne&position &ith the effecti$e date of chane.
anae ,mployee 3ssinment Data
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Mass Psitin p'ate
:;< *or% +tructures = Position = ass Position pdate
)Based on the recommendation and appro$als6 system is updated &ith the ne&position &ith the effecti$e date of chane.
anae ,mployee 3ssinment Data
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© 2012 Oracle Corporation – Proprietary and Confidential -#?-
Emplee !rans%er
) Due to the chanin business en$ironment and business needs6
employees are transferred to different departments or location ormanaers.
) aor Business ,$ents li%e Oranization restructure6 ,mployee(esinations6 Business ,4pansion6 etc &ould lead to employee
transfer.
BusinessEent
CangeManagement
!rans%erRecmmen'atin
,ppral CcleSstem p'ate+ Pu0lis
anae ,mployee 3ssinment Data
, l 3 i t D t
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© 2012 Oracle Corporation – Proprietary and Confidential -#1-
Emplee !rans%er
:;< People = ,nter and aintain
) Based on the recommendation and appro$als6 system is updated &ith thene& department6 location andor rade &ith the effecti$e date of chane.
anae ,mployee 3ssinment Data
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© 2012 Oracle Corporation – Proprietary and Confidential -#2-
Emplee !rans%er-Mass !rans%er
:;< People = ass pdate for Person = ass pdate of ,mployee
3ssinments)Based on the recommendation and appro$als6 system is updated &ith the
ne& oranization &ith the effecti$e date of chane.
anae ,mployee 3ssinment Data
, l 3 i t D t
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© 2012 Oracle Corporation – Proprietary and Confidential -##-
anae ,mployee 3ssinment Data
!erminating an Emplee
) On discontinuation of ser$ice6 ,mployee needs to terminated in
Oracle '(+. #o end the all assinments at the same time6 you needto select ,nd ,mployment.
) #o terminate one of the non primary assinment6 you need to chane 3ssinment status either to #erminate or to ,nd.
) Follo&in information needs to be recorded at the time of termination5) -ea$in (eason5 (easons can be specified usin 7-,3/E(,3+8 loo%up.
) ser Person #ype5 Person type to be sho&n after termination.
, l 3 i t D t
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anae ,mployee 3ssinment Data
!erminating an Emplee
) Dates are of the utmost importance at the time of termination6 as it
decides the last day for the payroll run. Follo&in dates need to beentered5
) ;otified5 Date on &hich intent of termination has been notified to rele$ant
authority. #his date is for information only.
) Proected5 Proected date of termination. #his date is also for information
only.) 3ctual5 #his is the date on &hich person type chanes to ,4!employee.
) -ast +tandard Process5 >n case Oracle Payroll is implemented6 last standardprocess date needs to be entered. #his is the last date for normal processin.
) Final Process Date5 >f employee@s pay needs to be processed after his or hertermination6 Final process date should be later than the actual date6other&ise it has to be blan%.
, l 3 i t D t
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© 2012 Oracle Corporation – Proprietary and Confidential -#7-
anae ,mployee 3ssinment Data
!erminating an Emplee
:;< People = ,nter and aintain
) +elect the employee &ho needs to be terminated6 clic% on Otherbutton of people screen and select end employment
, l 3 i t D t
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anae ,mployee 3ssinment Data
Reerse !erminate
) >n case employee@s termination is to be cancelled :not rehire< for any
specific reason6 oracle '(+ i$es (e$erse #erminate functionality tocancel termination.
) :;< People = ,nter andaintain
) (e$erse #ermination
button of endemployment form to beused to re$erseterminate an employee
anae ,mplo ee 3ssinment Data
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For Oracle employees and authorized partners only. Do not distribute to third parties.© 2012 Oracle Corporation – Proprietary and Confidential -#n case of termination of continent &or%er6 ,nd Placement needs to be
selected.
) On actual date of termination6 person type &ill chane to ,4!continent
&or%er.
) Only 3ctual #ermination date needs to be supplied for the termination
of continent &or%ers6 as they are not on the company@s payroll.
anae ,mployee 3ssinment Data
anae ,mployee 3ssinment Data
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:;< People = ,nter and aintain
) Clic% on the Other Button and select ,nd Placement
anae ,mployee 3ssinment Data
odule Obecti$es
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odule Obecti$es
Manage Emplee + ,ssignment *ata
ser + Sstem Persn !pes + ,ssignment Status
Manage Emplee Salar
sing Persn + ,ssignment *..s
/l0al *eplment
anae Other ,mployee Data
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anae Other ,mployee Data
Manage Oter Emplee *ata
) Create and anae Contracts) ualifications
) edical 3ssessments
anae Other ,mployee Data
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anae Other ,mployee Data
Emplee Cntracts
) Companies can enter and maintain employee contracts in oracle
application.) /arious 3ttributes of the contract are captured on the contracts
screen and are lin%ed to the employees assinment.
) #he contract document can be enerated from the application to
ha$e the consents from employee and the employer and store it in
the application for further references.
anae Other ,mployee Data
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anae Other ,mployee Data
Emplee Cntracts
:;< People = ,nter and aintain
) Clic% on the Other Button and select Contracts
anae Other ,mployee Data
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anae Other ,mployee Data
Manage Cntacts
:;< People = anae Contracts
anae Other ,mployee Data
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anae Other ,mployee Data
*e%ine Emplee 3uali%icatins
) ualifications of the employee are maintained in the system for
references.) Oracle 3pplications allo& you to maintain multiple Derees6
Diplomas6 3&ards6 Certifications6 -icenses6 #rainins6 etc achie$ed
by the employee.
anae Other ,mployee Data
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anae Other ,mployee Data
Enter Scls an' Clleges ,tten'e'
:;< People = ,nter and aintain
) Clic% on the Other Button and select +chools and Collees 3ttended
anae Other ,mployee Data
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anae Other ,mployee Data
Enter 3uali%icatins
:;< People = ,nter and aintain
) Clic% on the Other Button and select ualifications
anae Other ,mployee Data
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anae Other ,mployee Data
Enter Me'ical ,ssessments
:;< People = ,nter and aintain
) Clic% on the Other Button and select edical 3ssessments
odule Obecti$es
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For Oracle employees and authorized partners only. Do not distribute to third parties.© 2012 Oracle Corporation – Proprietary and Confidential ->-
odule Obecti$es
Manage Oter Emplee *ata
Manage Emplee + ,ssignment *ata
ser + Sstem Persn !pes + ,ssignment Status
sing Persn + ,ssignment *..s
/l0al *eplment
Manage Emplee Salar
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Manage Emplee Salar
Oerie"
) Create +alary ,lement
) /alidate +alary ,ntries
) Define +alary Basis
) 3ttach +alary Basis
) +alary Basis 3ppro$al
Manage Emplee Salar
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Manage Emplee Salar
Salar ,'ministratin
) +alary 3dministration is useful to manae efficiently the basic
remuneration that employees recei$e.
) +alary 3dministration in$ol$es follo&in steps5
) Create +alary ,lement
) /alidate +alary ,ntries
) -in% +alary ,lement
) Define +alary Basis
) 3ttach +alary Basis
) +alary Basis 3ppro$al
Manage Emplee Salar
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Manage Emplee Salar
Create Salar Element
) 3t least one salary element is re"uired for each salary basis
) ,lement is created usin Define ,lement +creen
) ,lement needs to be an (ecurrin ,arnins and non +tandard,lement. >t should contain at least one input $alue.
) >f same element needs to be associated &ith more than one salarybasis6 create one input $alue for each salary basis.
Manage Emplee Salar
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Manage Emplee Salar
4ali'ate Salar Entries
) /alidation of $alues entered for the salary element can be done in t&o
&ays5) ?rade (ate
) >nput /alue /alidation
/ra'e Rate
) +alary ?rade (ate can be defined &ith minimum6 mid and ma4imum
$alues for a ?rade.) #his can be attached to salary basis to $alidate the salary
) #his $alidation occurs only if rade is attached to the employee.
Input 4alue 4ali'atin
) +tandard >nput /alidations li%e ma4imum6 minimum or $alidation
formula can also be used.
Manage Emplee Salar
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Manage Emplee Salar
*e%ine Salar Basis
) +alary Basis defines the fre"uency at &hich employee is paid +alary.
) One ,lement and >nput $alue are attached to the salary basis. #his
ets automatically attached &hile definin the salary for the employee.
) ?rade (ate is attached to +alary Basis in order to $alidate the salary
based on ?rade and in6 a4 salaries defined in the ?rade (ate.
Manage Emplee Salar
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Manage Emplee Salar
*e%ine Salar Basis
:;< #otal Compensation = Basic = +alary Basis
Manage Emplee Salar
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Manage Emplee Salar
,ttac Salar Basis
) +alary Basis is attached to employee usin the salary information
reion of the 3ssinment &indo&.
) +alary can be attached to the employee after salary basis is attached
to the employee.
) >f ?rade is attached to employee and ?rade (ate is attached to the
salary basis then system $alidates the salary entered.
) +ystem only &arns if salary is out of rane.
Manage Emplee Salar
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Manage Emplee Salar
Salar Basis ,ppral
) >f salary is modified or ne& salary is entered then appro$al is re"uired.
+alary &ould be in proposed status till it is appro$ed.
) >n order to appro$e the salary chane function 7+alary 3dministration5
3ppro$e8 needs to be attached to the menu.
) 3ppro$al is done throuh +alary anaement &indo&.
Manage Emplee Salar
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For Oracle employees and authorized partners only. Do not distribute to third parties.© 2012 Oracle Corporation – Proprietary and Confidential -7>-
Manage Emplee Salar
Salar Basis ,ppral
:;< People = +alary anaement
odule Obecti$es
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Manage Oter Emplee *ata
Manage Emplee + ,ssignment *ata
ser + Sstem Persn !pes + ,ssignment Status
Manage Emplee Salar
/l0al *eplment
sin Person 3ssinment DFFs
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Oerie"
) Person 3ssinment DFFs are pro$ided in oracle application to
capture additional information on person and assinment le$els6 &hich
has not been captured in the standard people and assinment forms.
) #he e4ample of additional information captured on Person le$el is
7?lobal >D86 7Country of Oriin86 etc and assinment le$el is 7P3 Billin
#itle86 7o$e ,mployee Fla86 etc
) Person and 3ssinment DFFs are conte4t based. 3 conte4t!sensiti$e
DFFs are DFF that may or may not appear dependin upon &hat other
information is present in your form.
) For e4ample >f &e are enterin record for an ,mployee6 &e &ant to capturecertain informationG on the other hand6 if &e are enterin record for an
3pplicant6 then &e &ant to capture some other custom information. #his
can be achie$ed by definin different conte4ts as 3P- and ,P
sin Person 3ssinment DFFs
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Persn *..
:;< People = ,nter and aintain
sin Person 3ssinment DFFs
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*e%ining Persn *..
:;< 3pplication = Fle4field = Descripti$e = +ements
sin Person 3ssinment DFFs
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,ssignment *..
:;< People = ,nter and aintain = 3ssinment
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odule Obecti$es
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For Oracle employees and authorized partners only. Do not distribute to third parties.© 2012 Oracle Corporation – Proprietary and Confidential -@@-
Manage Oter Emplee *ata
Manage Emplee + ,ssignment *ata
ser + Sstem Persn !pes + ,ssignment Status
Manage Emplee Salar
sing Persn + ,ssignment *..s
?lobal Deployment
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) Create Deployment Proposal
) >nitiatin Deployment
) >nitiatin (eturn :+econdment<
?lobal Deployment
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p y
Oerie"
) ?lobal Deployment is a ne&ly introduced functionality in (126 &herein
unli%e earlier $ersions of Oracle '(+ automatic transfers ofemployees across business roups can be performed seamlessly.
) ?lobal deployment caters to5
) Permanent #ransfers
) #emporary #ransfers :+econdments<
) >n an enterprise6 employees miht be re"uired to be transferredbet&een business roups to support business. #his transfer could be
permanent or temporary in nature. ?lobal deployment functionality
enables you to effect such mo$ement of people bet&een t&o business
roups.
) +ource business roup5 Business roup from &here person to betransferred.
) Destination business roup5 Business roup in &hich person to betransferred.
?lobal Deployment
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) Oracle '(+ facilitates to monitor proress of such transfer usin deploymentproposal.
Emplee *ata .l" in /l0al *eplment
) ?lobal Deployment not create optional records6 such as the competency
profile6 "ualifications records6 3ddress6 +># and ,># information.
) ?lobal Deployments function has no effect on payroll and benefits setup.
One need to supply additional pay and benefits information for the
employee.
) #he application creates basic assinment information. 9ou are
recommended to re$ie& the assinment record and complete it as
re"uired.
) >n + one cannot assin payroll till employee address is entered. +ince
lobal deployment doesn@t transfer address payroll field left blan% in the
destination business roup.
?lobal Deployment
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For Oracle employees and authorized partners only. Do not distribute to third parties.© 2012 Oracle Corporation – Proprietary and Confidential -rrespecti$e of transfer or secondment6 source business roup needs
to release employee information for destination business roup.
) (elease information is a mechanism to rant access for a person@s
information6 &ho is to be transferred6 to a person in destination
business roup.
?lobal Deployment
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?lobal Deployment
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For Oracle employees and authorized partners only. Do not distribute to third parties.© 2012 Oracle Corporation – Proprietary and Confidential -n case of secondment6 once deployment has started6 status&ould be acti$e till the deployment completes6 it means personshould ha$e returned to source business roup. #his statusdoes not apply to transfers.
) Cmplete
) 3s it indicates6 on completion of deployment status &ould
sho& complete. >t means in case of transfers person should
ha$e been deployed in destination business roup
successfully and in case of secondment6 person should ha$e
returned to source business roup.
?lobal Deployment
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+tep 2 ! :;< People = ?lobal Deployment
?lobal Deployment
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+tep I ! :;< People = ?lobal Deployment
?lobal Deployment
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+tep J ! :;< People = ?lobal Deployment
?lobal Deployment
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Initiating *eplment - Oerie"
) Once deployment proposal is created6 authorized person from
destination business roup can initiate deployment in the ?lobal
Deployment screen.
?lobal Deployment
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© 2012 Oracle Corporation – Proprietary and Confidential -=#-
Initiating *eplment
:;< People = ?lobal Deployment
?lobal Deployment
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© 2012 Oracle Corporation – Proprietary and Confidential -=-
Initiating *eplment
:;< People = ?lobal Deployment
,%ter selecting 6es in te "arning page7 sstem gies tecn%irmatin message
?lobal Deployment
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© 2012 Oracle Corporation – Proprietary and Confidential -=7-
Initiating Return (Secn'ment) - Oerie"
) >n case of +econdment6 once the ob is done6 authorized person from
destination B? can initiate return.
) On return6 person@s assinment &ill become acti$e in source B?.
?lobal Deployment
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© 2012 Oracle Corporation – Proprietary and Confidential -=@-
Initiating Return (Secn'ment)
:;< People = ?lobal Deployment
?lobal Deployment
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© 2012 Oracle Corporation – Proprietary and Confidential -=
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Thank You