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Oracle HCM Cloud - User Manual Core HR Transactions

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Page 1: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

Oracle HCM Cloud - User Manual

Core HR Transactions

Page 2: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

Oracle HCM Cloud – Workforce Structures

Page 1 of 38

Page 3: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

Oracle HCM Cloud – Workforce Structures

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1.1. Table of Contents

1.1. Table of Contents .................................................................................................................................................... 2

2. HR Specialist - Corporate - Self Service Transactions.................................................................................................. 3

2.1.1. New Hire ......................................................................................................................................................... 3

2.1.2. Transfer the Employee .................................................................................................................................. 11

2.1.3. Change Employee Manager .......................................................................................................................... 16

2.1.4. Change Employee Location ........................................................................................................................... 21

2.1.5. Change Employee Salary ............................................................................................................................... 25

2.1.6. Promote the Employee ................................................................................................................................. 29

2.1.7. Terminate the Employee ............................................................................................................................... 33

Page 4: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

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2. HR SPECIALIST - CORPORATE - SELF SERVICE TRANSACTIONS

2.1.1. New Hire

In this section we will see how to create a new person record in the system.

Step 1. Click on Navigator icon from home screen as show in the screenshot & Click on New Person link under My

Workforce subject area.

Page 5: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

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Step 2. Click on Tasks icon and then click on Hire an employee link

Step 3. Fill in Identification Information of the employee such as Hire Date, Legal entity Name, Person Number,

Employee Name, Date of Birth, National Identification details and then click on Next button

Page 6: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

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Step 4. Fill in address details, phone details, Email details of Employee in personal Information section as shown in the

Screenshot

Fill in Legislative details

Page 7: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

Oracle HCM Cloud – Workforce Structures

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Step 5 Fill in citizenship details, Passport Details. Click on Create Icon under Visa Information section for Visa and

Work Permit information.

Page 8: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

Oracle HCM Cloud – Workforce Structures

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Fill in Visa and Work permit (KITAS) information and click on OK button

Click on Contact Type drop down list. Select the contact type from the list.

Page 9: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

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Fill in details of Contact such as Name, Phone number etc.

Page 10: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

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Step 6. Assignment - Manager (Please add Line Manager) * If line manager not selected for this employee at the time of

hire then approvals might not work properly for this employee

Fill in Payroll Information such as Payroll Name, Basic Salary, and Expense Amount or skip this

Click on Next button on Employment Information Page after filling all information on Employment information Page.

Step 7. Click on Next on Roles Page

Page 11: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

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Step 8. Click on Review Button and after reviewing the information click on ‘Submit’ Button. A dialogue box will pop up

asking for confirmation. Click on ‘Yes’

Page 12: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

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2.1.2. Transfer the Employee This section shows how to Transfer an Employee. Navigation: - Navigator Person Management Process Steps: -

Login to the Oracle System using Username and Password.

Go to the Person Management in Workforce using Navigator

Page 13: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

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Search for particular person by various available option (Name, Person number etc.)

Click on Person name which redirects to you in MANAGE EMPLOYMENT tab. Click on Edit button & go for an Update.

Page 14: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

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Enter the date & select an Action as Transfer.

Enter new location /Department at existing ones & click on Submit once you made change

Page 15: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

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Page 16: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

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Check whether your saved changes reflected or not & go for submit.

Page 17: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

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2.1.3. Change Employee Manager This section shows how to change employee Manager. Navigation: - Navigator Person Management Process Steps: -

Login to the Oracle System using Username and Password.

Page 18: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

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Go to the Person Management in Workforce using Navigator.

Search for particular person by various available option (Name, Person number etc.)

Page 19: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

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Click on Person name which redirects to you in MANAGE EMPLOYMENT tab. Click on Edit button & go for an Update.

Enter the date & select an Action as Manager Change.

Page 20: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

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Enter new Manager Details at existing ones & click on Submit once you made change

Page 21: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

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Page 22: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

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2.1.4. Change Employee Location This section shows how to change Employee Location.

Navigation: - Navigator Person Management

Process Steps: - Login to the Oracle System using Username and Password.

Go to the Person Management in Workforce using Navigator.

Page 23: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

Oracle HCM Cloud – Workforce Structures

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Search for particular person by various available option (Name, Person number etc.)

Click on Person name which redirects to you in MANAGE EMPLOYMENT tab. Click on Edit button & go for an Update.

Page 24: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

Oracle HCM Cloud – Workforce Structures

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Enter the date & select an Action as Location Change.

Enter new location at existing ones & click on Submit once you made change.

Page 25: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

Oracle HCM Cloud – Workforce Structures

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Page 26: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

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2.1.5. Change Employee Salary This section shows how to change Employee Salary.

Navigation: - Navigator Person Management

Login to the Oracle System using Username and Password.

Go to the Person Management in Workforce using Navigator.

Page 27: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

Oracle HCM Cloud – Workforce Structures

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Search for particular person by various available option (Name, Person number etc.)

Click on Person name which redirects to you in MANAGE EMPLOYMENT tab.

Click on task pane at top right corner & select Manage Salary.

Page 28: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

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Enter new salary or edit existing salary & click on Submit once you made change.

Page 29: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

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Click on submit.

Page 30: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

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2.1.6. Promote the Employee This section shows how to Promote an Employee.

Navigation: - Navigator Person Management

Login to the Oracle System using Username and Password.

Go to the Person Management in Workforce using Navigator

Page 31: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

Oracle HCM Cloud – Workforce Structures

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Search for particular person by various available option (Name, Person number etc.)

Click on Person name which redirects to you in MANAGE EMPLOYMENT tab. Click on Edit button & go for an Update

Page 32: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

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Enter the date & select an Action as Promote.

Enter new Job/Department / Salary at existing ones & click on Submit once you made change.

Page 33: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

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Check whether your saved changes reflected or not & go for submit.

Page 34: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

Oracle HCM Cloud – Workforce Structures

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2.1.7. Terminate the Employee This section shows how to change Employee Salary.

Navigation: - Navigator Person Management

Login to the Oracle System using Username and Password.

Go to the Person Management in Workforce using Navigator

Page 35: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

Oracle HCM Cloud – Workforce Structures

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Search for particular person by various available option (Name, Person number etc.)

Click on Person name which redirects to you in MANAGE EMPLOYMENT tab.

Click on task pane at top right corner & select Manage Work Relationship.

Page 36: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

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Enter the date & select an Action as Terminate.

Page 37: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

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Fill the required & available details. Click on Review tab & submit

Page 38: Oracle HCM Cloud - User Manual · Oracle HCM Cloud – Workforce Structures Page 4 of 38 Step 2. Click on Tasks icon and then click on Hire an employee link Step 3. Fill in Identification

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