oracle hrms setup checklists
TRANSCRIPT
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HRMSImplementationChecklistsfromOracle
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Oracle Applications E-Business Suite
Basic Administration Checklist
Define Key Flexfields
o 1 Specify Key Flexfield Structures for Business Group
o 2 Define Job Flexfield
o 3 Define Position Flexfield
o 4 Define Grade Flexfield
o 5 Define People Group Flexfield
o 6 Define Cost Allocation Flexfield
Define Descriptive Flexfields
o 7 Specify Descriptive Flexfield Contexts
o 8 Define Descriptive Flexfields
Administration
o 9 Enable Currencies
o 10 Define 'View All' HRMS User
o 11 Run Grant Permissions To Roles Process
o 12 Define QuickCode Values
Application Data Export (ADE) and Hierarchy Diagrammers
o 13 Set Up ADE
o 14 Control Access to the Hierarchy Diagrammers
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Work Structures Checklist
Define Organization Structures
o 15 Define Locations
o 16 Define Business Group
o 17 Create 'View-All' access to the Business Group
o 18 Define Organizations
o 19 Define Organization Hierarchies
Define Roles
o 20 Define Jobs
o 21 Define Positions
o 22 Define Primary Position Reporting Hierarchy
Define Grade Related Information
o 23 Define Grades
o 24 Define Grade Rates
o 25 Define Pay Scales
o 26 Define Progression Point Values
o 27 Define Grade Scales
Define Payroll Information
o 28 Define Payment Methods
o 29 Define Payroll Groups
Compensation and Benefits Checklist
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Define Input Value Validation
o 30 Define New QuickCode Types
o 31 Define QuickCode Values
o 32 Define User Tables
o 33 Define Element Validation Formulas
Define Compensation and Benefits for Information
o 34 Define Elements and Input Values
o 35 Define Element Links
Salary Administration
o 36 Define Proposal Reasons and Performance Ratings
o 37 Activate Salary
o 38 Define Salary Bases
o 39 Define Element Links for Salary
Element Sets
o 40 Define Element Sets
People and Assignments Checklist
Person Types and Assignment Statuses
o 41 Define Person Types
o 42 Define Assignment Statuses for Employees
Special Personal Information
o 43 Define Personal Analysis Key Flexfield Structures
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o 44 Register Special Info Types for the Business Group
Recruitment
o 45 Define Assignment Statuses for applicants
Career Management Checklist
Methods of Measurement and Creating Competencies
o 46 Create Rating Scales
o 47 Create Competencies
o 48 Group Competence Types
Competence Requirements
o 49 Create Competence Requirements
Use Function Security to Customize Oracle Training Administration (OTA)
o 50 Set Up Activity Security (OTA)
Qualification Types and Establishments
o 51 Create Qualification Types
o 52 Create Establishments
Assessment and Appraisal
o 53 Create Assessment Templates
o 54 Create Appraisal Questionnaires
o 55 Create Appraisal Templates
Specific Business Functions Checklist
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Absence Management /Accruals of Paid Time Off (PTO)
o 56 Define an Absence Element to Record Time Taken
o 57 Define Element Links for the Absence Element
o 58 Define the Accrual Plan with an Absence Element
o 59 Define Element Links for the Accrual Elements
o 60 Define Absence Reasons
o 61 Associate an Absence Type with the Absence Element
Human Resource Budgets
o 62 Define QuickCode Values
o 63 Define Period Types
o 64 Define Budgetary Calendars
o 65 Define Budgets
Evaluation Systems
o 66 Define Evaluation Types
o 67 Define Valid Grades for Jobs
o 68 Define Valid Grades for Positions
Requirements Matching
o 69 Define Requirements for Jobs
o 70 Define Requirements for Positions
Career and Succession Planning
o 71 Modelling Career and Succession Planning Based on Jobs
o 72 Modelling Career and Succession Planning Based on Positions
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Control Checklist
Define Reports and Generate Standard Letters
o 73 Write New Reports
o 74 Register Reports as Concurrent Programs with SRS
o 75 Define Report Sets
o 76 Create Standard Letters for use with Concurrent Processing
o 77 Create Standard Letters for use with Application Data Export (ADE)
o 78 Create Standard Letters for use with Microsoft Word
Define User Security
o 79 Create Oracle IDs
o 80 Register Oracle IDs
o 81 Define Security Profiles
o 82 Run Generate Secure User Process
o 83 Run Security List Maintenance Process
o 84 Define Form Customizations
o 85 Define Task Flow Nodes
o 86 Define Task Flows
o 87 Define Menu Functions
o 88 Define Menus
o 89 Define Report Security Groups
o 90 Define Responsibilities
o 91 Define Application Users
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o 92 Define HR User Profile Options
Define Audit Requirements
o 93 Estimate file sizing and file management needs
o 94 Define Audit Installations
o 95 Define Audit Tables and Columns
o 96 Define Audit Groups
o 97 Activate AuditTrail Update Tables Process
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Step1SpecifyKeyFlexfieldStructuresforBusinessGroup
There are 5 Key Flexfield Structures you must define before you can define a Business Group in Oracle HRMS. These are:
o Job
o Position
o Grade
o PeopleGroup
o CostAllocation
Beforeyoubeginyourimplementationofthese5keyflexfieldsyoumustclearlyspecifyyourrequirements.Thisspecificationmustincludethefollowingdetailsforeachkeyflexfield:
o TheStructureNameandthenumberofSegments
o TheFlexfieldSegmentNames,Order,ValidationOptionsandQualifiers
o TheFlexfieldValueSetstobeusedandanylistsofvalues
ThesequencewhichyoufollowtoimplementeachFlexfieldis:
o DefineFlexfieldValueSets
o DefineKeyFlexfieldSegments
o DefineFlexfieldSegmentValues
o DefineKeyFlexfieldCrossValidationRules
o DefineKeyFlexfieldAliases
o FreezeandCompileKeyFlexfieldStructure
WhenyouhavecompletedthedefinitionofakeyflexfieldyoucanrunaspecialconcurrentprocesstogenerateDatabaseItemsfortheindividualsegmentsoftheFlexfield.ThisappliestoyourJob,Position,GradeandPeopleGroupKeyFlexfieldsonly.
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o RunCreateKeyFlexfieldDatabaseItemsprocess
Step2DefineJobFlexfield
After you have specified your requirements to take best advantage of the flexibility of Oracle HRMS for recording and reporting Job information in your enterprise, the implementation sequence which you follow is:
1.DefineJobFlexfieldValueSets
IfyouwanttovalidatethevalueswhichausercanenterforanysegmentyoumustdefineaspecificValueSet.
TheattributesoftheValueSetwillcontrolthetypeofvaluesthatcanbeentered,andhowmanycharacterseachsegmentcanhold.TheattributesoftheValueSetwillalsocontrolhowthevaluesaretobevalidated.
ValueSetscanbesharedbydifferentsegmentsofthesameflexfield,orbysegmentsofanyotherflexfield.
Note:UsetheDefineValueSetform.
2.DefineJobFlexfieldSegments
DefineastructureforyourJobFlexfieldwhichcontainsthesegmentsyouwanttouseforyourBusinessGroup.YouwillusethisstructuretocreateyouruniqueJobNamesintheJobwindow.
YoumustenterYesintheAllowDynamicInsertsfield.IfyouenterNo,youwillnotbeabletocreatenewjobnamecombinationsintheJobwindow.
Note:YoudonotneedtouseaValueSettovalidateasegment.IfyoudonotspecifyaValueSetthenausercanenteranyalphanumericvalueuptoalimitof150characters.
Note:UsetheDefineKeyFlexfieldSegmentsform.
3.DefineJobFlexfieldSegmentValues
IfyouhavechosenIndependentorDependentvalidationforaValueSetusedbyaJobFlexfieldSegment,youmustdefineyourlistofvalidvaluesfortheValueSet.
Note:UsetheDefineSegmentValuesform.
4.DefineJobFlexfieldCrossValidationRules
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DefineanyCrossValidationRulesyouwanttousetocontrolthecombinationsofsegmentvalueswhichausercanenter.
YoudefineRulestoIncludeorExcludecombinationsofsegmentvalues.Foreachsegment,youcandefineaLowtoHighrangeofvalues.
Note:UsetheDefineCrossValidationRuleform.
5.DefineJobFlexfieldAliases
DefineAliasesforcommoncombinationsofsegmentvaluesifyouwanttoprovidetheseasdefaultoptions.
Note:UsetheDefineShorthandAliasesform.
6.FreezeandCompileYourJobFlexfieldStructure
YouarenowreadytofreezeyourJobFlexfielddefinition.NavigatetotheDefineKeyFlexfieldSegmentswindow.EnterYesintheFreezeFlexfieldDefinitionfieldandsaveyourchanges.OracleHumanResourceManagementSystemsnowfreezesandcompilesyourJobFlexfielddefinition.CompilingtheflexfielddefinitionenablestheJobFlexfieldwindowwiththedefaults,valuesandrulesthatyouhavedefined.
Note:UsetheDefineKeyFlexfieldSegmentsform.
7.RunCreateKeyFlexfieldDatabaseItemsprocess
IfyouwanttomakeuseoftheindividualsegmentsoftheflexfieldasseparateDatabaseItemsyoucanrunthisconcurrentprocessfromtheSubmitaNewRequestwindow.TheonlyparameterassociatedwiththisprocessistheKeyFlexfieldName.
Note:UsetheSubmitaNewRequestform.
See: Running Oracle Applications Reports and Programs
Step3DefinePositionFlexfield
After you have specified your requirements to take best advantage of the flexibility of Oracle Human Resource Management Systems for recording and reporting Position information in your enterprise, the implementation sequence which you follow is:
1.DefinePositionFlexfieldValueSets
IfyouwanttovalidatethevalueswhichausercanenterforanysegmentyoumustdefineaspecificValueSet.
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TheattributesoftheValueSetwillcontrolthetypeofvaluesthatcanbeentered,andhowmanycharacterseachsegmentcanhold.TheattributesoftheValueSetwillalsocontrolhowthevaluesaretobevalidated.
ValueSetscanbesharedbydifferentsegmentsofthesameflexfield,orbysegmentsofanyotherflexfield.
Note:UsetheDefineValueSetform.
2.DefinePositionFlexfieldSegments
DefineastructureforyourPositionFlexfieldwhichcontainsthesegmentsyouwanttouseforyourBusinessGroup.YouwillusethisstructuretocreateyouruniquePositionNamesinthePositionwindow.
YoumustenterYesintheAllowDynamicInsertsfield.IfyouenterNo,youwillnotbeabletocreatenewpositionnamecombinationsinthePositionwindow.
Note:YoudonotneedtouseaValueSettovalidateasegment.IfyoudonotspecifyaValueSetthenausercanenteranyalphanumericvalueuptoalimitof150characters.
Note:UsetheDefineKeyFlexfieldSegmentsform.
3.DefinePositionFlexfieldSegmentValues
IfyouhavechosenIndependentorDependentvalidationforaValueSetusedbyaPositionFlexfieldSegment,youmustdefineyourlistofvalidvaluesfortheValueSet.
Note:UsetheDefineSegmentValuesform.
4.DefinePositionFlexfieldCrossValidationRules
DefineanyCrossValidationRulesyouwanttousetocontrolthecombinationsofsegmentvalueswhichausercanenter.
YoudefineRulestoIncludeorExcludecombinationsofsegmentvalues.Foreachsegment,youcandefineaLowtoHighrangeofvalues.
Note:UsetheDefineCrossValidationRuleform.
5.DefinePositionFlexfieldAliases
DefineAliasesforcommoncombinationsofsegmentvaluesifyouwanttoprovidetheseasdefaultoptions.
Note:UsetheDefineShorthandAliasesform.
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6.FreezeandCompileYourPositionFlexfieldStructure
YouarenowreadytofreezeyourPositionFlexfielddefinition.NavigatetotheDefineKeyFlexfieldSegmentswindow.EnterYesintheFreezeFlexfieldDefinitionfieldandsaveyourchanges.OracleHumanResourceManagementSystemsnowfreezesandcompilesyourPositionFlexfielddefinition.CompilingtheflexfielddefinitionenablesthePositionFlexfieldwindowwiththedefaults,valuesandrulesthatyouhavedefined.
Note:UsetheDefineKeyFlexfieldSegmentsform.
7.RunCreateKeyFlexfieldDatabaseItemsprocess
IfyouwanttomakeuseoftheindividualsegmentsoftheflexfieldasseparateDatabaseItemsyoucanrunthisconcurrentprocessfromtheSubmitaNewRequestwindow.TheonlyparameterassociatedwiththisprocessistheKeyFlexfieldName.
Note:UsetheSubmitaNewRequestform.
See: Running Oracle Applications Reports and Programs
Step4DefineGradeFlexfield
After you have specified your requirements to take best advantage of the flexibility of Oracle Human Resource Management Systems for recording and reporting Grade information in your enterprise, the implementation sequence which you follow is:
1.DefineGradeFlexfieldValueSets
IfyouwanttovalidatethevalueswhichausercanenterforanysegmentyoumustdefineaspecificValueSet.
TheattributesoftheValueSetwillcontrolthetypeofvaluesthatcanbeentered,andhowmanycharacterseachsegmentcanhold.TheattributesoftheValueSetwillalsocontrolhowthevaluesaretobevalidated.
ValueSetscanbesharedbydifferentsegmentsofthesameflexfield,orbysegmentsofanyotherflexfield.
Note:UsetheDefineValueSetform.
2.DefineGradeFlexfieldSegments
DefineastructureforyourGradeFlexfieldwhichcontainsthesegmentsyouwanttouseforyourBusinessGroup.YouwillusethisstructuretocreateyouruniqueGradeNamesintheGradeswindow.
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YoumustenterYesintheAllowDynamicInsertsfield.IfyouenterNo,youwillnotbeabletocreatenewgradenamecombinationsintheGradeswindow.
Note:YoudonotneedtouseaValueSettovalidateasegment.IfyoudonotspecifyaValueSetthenausercanenteranyalphanumericvalueuptoalimitof150characters.
Note:UsetheDefineKeyFlexfieldSegmentsform.
3.DefineGradeFlexfieldSegmentValues
IfyouhavechosenIndependentorDependentvalidationforaValueSetusedbyaGradeFlexfieldSegment,youmustdefineyourlistofvalidvaluesfortheValueSet.
Note:UsetheDefineSegmentValuesform.
4.DefineGradeFlexfieldCrossValidationRules
DefineanyCrossValidationRulesyouwanttousetocontrolthecombinationsofsegmentvalueswhichausercanenter.
YoudefineRulestoIncludeorExcludecombinationsofsegmentvalues.Foreachsegment,youcandefineaLowtoHighrangeofvalues.
Note:UsetheDefineCrossValidationRuleform.
5.DefineGradeFlexfieldAliases
DefineAliasesforcommoncombinationsofsegmentvaluesifyouwanttoprovidetheseasdefaultoptions.
Note:UsetheDefineShorthandAliasesform.
6.FreezeandCompileYourGradeFlexfieldStructure
YouarenowreadytofreezeyourGradeFlexfielddefinition.NavigatetotheDefineKeyFlexfieldSegmentswindow.EnterYesintheFreezeFlexfieldDefinitionfieldandsaveyourchanges.OracleHumanResourceManagementSystemsnowfreezesandcompilesyourGradeFlexfielddefinition.CompilingtheflexfielddefinitionenablestheGradeFlexfieldwindowwiththedefaults,valuesandrulesthatyouhavedefined.
Note:UsetheDefineKeyFlexfieldSegmentsform.
7.RunCreateKeyFlexfieldDatabaseItemsprocess
IfyouwanttomakeuseoftheindividualsegmentsoftheflexfieldasseparateDatabaseItemsyoucanrunthisconcurrentprocessfromtheSubmitaNewRequestwindow.TheonlyparameterassociatedwiththisprocessistheKeyFlexfieldName.
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Note:UsetheSubmitaNewRequestform.
See: Running Oracle Applications Reports and Programs
Step5DefinePeopleGroupFlexfield
See: Representing Other Employee Groups
People Group information is associated with employee assignments and is used to identify special groups of employees in your enterprise, such as members of a union.
Warning:InOracleHRMSyoumustdefineatleastonesegmentforthePeopleGroupKeyFlexfield.
Ifyoudonot,youwillnotbeabletousetheAssignmentwindowforemployeesorapplicants.
After you have specified your requirements to take best advantage of the flexibility of Oracle HRMS for recording and reporting People Group information in your enterprise, the implementation sequence you follow is:
1.DefinePeopleGroupFlexfieldValueSets
IfyouwanttovalidatethevalueswhichausercanenterforanysegmentyoumustdefineaspecificValueSet.
TheattributesoftheValueSetwillcontrolthetypeofvaluesthatcanbeentered,andhowmanycharacterseachsegmentcanhold.TheattributesoftheValueSetwillalsocontrolhowthevaluesaretobevalidated.
ValueSetscanbesharedbydifferentsegmentsofthesameflexfield,orbysegmentsofanyotherflexfield.
Note:UsetheDefineValueSetform.
2.DefinePeopleGroupFlexfieldSegments
DefineastructureforyourPeopleGroupFlexfieldwhichcontainsthesegmentsyouwanttouseforyourBusinessGroup.YouwillusethisstructuretoenterPeopleGroupdetailsintheAssignmentwindow.
YoumustenterYesintheAllowDynamicInsertsfield.IfyouenterNo,youwillnotbeabletoenterPeopleGroupinformationintheAssignmentwindow.
Note:YoudonotneedtouseaValueSettovalidateasegment.IfyoudonotspecifyaValueSetthenausercanenteranyalphanumericvalueuptoalimitof150characters.
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Note:UsetheDefineKeyFlexfieldSegmentsform.
3.DefinePeopleGroupFlexfieldSegmentValues
IfyouhavechosenIndependentorDependentvalidationforaValueSetusedbyaPeopleGroupFlexfieldSegment,youmustdefineyourlistofvalidvaluesfortheValueSet.
Note:UsetheDefineSegmentValuesform.
4.DefinePeopleGroupFlexfieldCrossValidationRules
DefineanyCrossValidationRulesyouwanttousetocontrolthecombinationsofsegmentvalueswhichausercanenter.
YoudefineRulestoIncludeorExcludecombinationsofsegmentvalues.Foreachsegment,youcandefineaLowtoHighrangeofvalues.
Note:UsetheDefineCrossValidationRuleform.
5.DefinePeopleGroupFlexfieldAliases
DefineAliasesforcommoncombinationsofsegmentvaluesifyouwanttoprovidetheseasdefaultoptions.
Note:UsetheDefineShorthandAliasesform.
6.FreezeandCompileYourPeopleGroupFlexfieldStructure
YouarenowreadytofreezeyourPeopleGroupFlexfielddefinition.NavigatetotheDefineKeyFlexfieldSegmentswindow.EnterYesintheFreezeFlexfieldDefinitionfieldandsaveyourchanges.OracleHumanResourceManagementSystemsnowfreezesandcompilesyourPeopleGroupFlexfielddefinition.CompilingtheflexfielddefinitionenablesthePeopleGroupFlexfieldwindowwiththedefaults,valuesandrulesthatyouhavedefined.
Note:UsetheDefineKeyFlexfieldSegmentsform.
7.RunCreateKeyFlexfieldDatabaseItemsprocess
IfyouwanttomakeuseoftheindividualsegmentsoftheflexfieldasseparateDatabaseItemsyoucanrunthisconcurrentprocessfromtheSubmitaNewRequestwindow.TheonlyparameterassociatedwiththisprocessistheKeyFlexfieldName.
Note:UsetheSubmitaNewRequestform.
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See: Running Oracle Applications Reports and Programs
Step6DefineCostAllocationFlexfield
Cost Allocation information is normally used to record the details of employee costing associated with payroll results. If you have installed Oracle Payroll, you can accumulate the costs associated with your payroll results and transfer these to your General Ledger system. If you have not installed Oracle Payroll you can use the costing flexfield to enter your cost allocation information.
See: Costing in Oracle HRMS
Warning:InOracleHRMSyoumustdefineatleastonesegmentfortheCostAllocationKeyFlexfield.Ifyoudonot,youwillexperienceproblemsusingformswiththeflexfieldwindow.
After you have specified your requirements to take best advantage of the flexibility for recording and reporting costing information in your enterprise, the implementation sequence which you follow is:
1.DefineCostAllocationFlexfieldValueSets
IfyouwanttovalidatethevalueswhichausercanenterforanysegmentyoumustdefineaspecificValueSet.
TheattributesoftheValueSetwillcontrolthetypeofvaluesthatcanbeentered,andhowmanycharacterseachsegmentcanhold.TheattributesoftheValueSetwillalsocontrolhowthevaluesaretobevalidated.
ValueSetscanbesharedbydifferentsegmentsofthesameflexfield,orbysegmentsofanyotherflexfield.
Note:UsetheDefineValueSetform.
2.DefineCostAllocationFlexfieldSegmentsandQualifiers
DefineastructureforyourCostAllocationFlexfieldwhichcontainsthesegmentsyouwanttouseforyourBusinessGroup.YouwillusethisstructuretoenteryourpayrollcostingdetailsinOracleHRMS.
YoumustenterYesintheAllowDynamicInsertsfield.IfyouenterNo,youwillnotbeabletoenterCostingdetailsanywhereonthesystem.
Note:YoudonotneedtouseaValueSettovalidateasegment.IfyoudonotspecifyaValueSetthenausercanenteranyalphanumericvalueuptoalimitof150characters.
Note:UsetheDefineKeyFlexfieldSegmentsform.
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TheonlykeyflexfieldinOracleHRMSwhichmakesuseofQualifiersistheCostAllocationFlexfield.YouuseSegmentQualifierstocontrolthelevelatwhichcostinginformationcanbeenteredtothesystem.EachQualifierdeterminesthelevelatwhichcostinginformationcanbeentered.Therearesixpossiblechoicesforeachsegment:
Qualifier Effectonwindow
Payroll EntersegmentvaluesinthePayrollwindow.
Link EntersegmentvaluesintheElementLinkwindow.
Balancing EnterbalancingsegmentvaluesintheElementLinkwindow.
Organization EntersegmentvaluesintheCostingInformationwindowfortheOrganization.
Assignment EntersegmentvaluesintheCostingwindowfortheassignment.
Entry EntersegmentvaluesintheElementEntrieswindow.
Table11.
3.DefineCostAllocationFlexfieldSegmentValues
IfyouhavechosenIndependentorDependentvalidationforaValueSetusedbyaCostAllocationFlexfieldSegment,youmustdefineyourlistofvalidvaluesfortheValueSet.
Note:UsetheDefineSegmentValuesform.
4.DefineCostAllocationFlexfieldCrossValidationRules
DefineanyCrossValidationRulesyouwanttousetocontrolthecombinationsofsegmentvalueswhichausercanenter.
YoudefineRulestoIncludeorExcludecombinationsofsegmentvalues.Foreachsegment,youcandefineaLowtoHighrangeofvalues.
Note:UsetheDefineCrossValidationRuleform.
5.DefineCostAllocationFlexfieldAliases
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DefineAliasesforcommoncombinationsofsegmentvaluesifyouwanttoprovidetheseasdefaultoptions.
Note:UsetheDefineShorthandAliasesform.
6.FreezeandCompileYourCostAllocationFlexfieldStructure
YouarenowreadytofreezeyourCostAllocationFlexfielddefinition.NavigatetotheDefineKeyFlexfieldSegmentswindow.EnterYesintheFreezeFlexfieldDefinitionfieldandsaveyourchanges.OracleHRMSnowfreezesandcompilesyourCostAllocationFlexfielddefinition.CompilingtheflexfielddefinitionenablestheCostAllocationFlexfieldwindowwiththedefaults,valuesandrulesthatyouhavedefined.
Note:UsetheDefineKeyFlexfieldSegmentsform.
DefineDescriptiveFlexfieldsSee:
User Definable Descriptive Flexfields
Oracle Applications Flexfields Guide
Step7SpecifyDescriptiveFlexfieldContextsforAdditionalDetails
Use descriptive flexfields in Oracle HRMS to define your own additional fields to the standard windows. For example, if you want to record Driver's License Number for any person you can define a segment of the Additional Personal Details flexfield to record this additional information.
After this, you can enter a Driver's License Number in the Person window after the standard Personal details.
Warning:Thedescriptiveflexfieldisdefinedatthelevelofthebasetable.Thismeansthatanywindowwhichusesthebasetablewilldisplaythesamedescriptiveflexfieldsegments.Inthisexample,theDriver'sLicenseNumberwillappearintheContactwindow,aswellasthePersonwindow.
Before you begin to implement any descriptive flexfield you must clearly specify your requirements. You must include the following details:
o TheContextandthenumberofSegmentsforeachContext
o TheFlexfieldSegmentNames,OrderandValidationOptions
o TheFlexfieldValueSetstobeusedandanylistsofvalues
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YoucandefinetwotypesofdescriptiveflexfieldSegments:
o GlobalSegments
Segmentsalwaysappearintheflexfieldwindow.
o ContextSensitiveSegments
Segmentsappearonlywhenadefinedcontextexists.Youcanpromptausertoenterthecontext,oryoucanprovidethecontextautomaticallyfromareferencefieldinthesameregion.
Suggestion:Oftenyoucanchoosebetweenusingacode,a'basetable'field,andafieldwhichcontainsameaningordescription.YoushouldalwaysusebasetablefieldsasreferencefieldsforContextSensitivesegments.Thesefieldsusuallyhavethesamenameasthecolumninthebasetable.
SomeoftheStandardReportssuppliedwiththesystemincludedescriptivesegmentvalues.Ifyoufollowthissuggestion,thesereportswillbeabletousethepromptsyoudefineotherwisetheywillapplyagenericprompttothedata.
Attention:IfyouwanttoincludedescriptiveflexfieldSegmentValuesinthelistofValuesforDateTrackHistoryyouwillneedtomodifytheDateTrackHistoryViewsthataresuppliedwiththesystem.
See:OracleHRMSTechnicalReferenceManual
Step8DefineDescriptiveFlexfields
The sequence which you follow to implement each descriptive flexfield is:
o RegisteranyfieldinthesameblockofthewindowastheContextReferenceField.Thisfieldwillsupplythecontextforanycontextsensitivesegments.
o DefineFlexfieldValuesSets
o DefineDescriptiveFlexfieldSegments
o DefineFlexfieldSegmentValues
o RuntheCreateDescriptiveFlexfieldsDatabaseItemsProcess
Thesubstepsthatfollowshowyouhowtoperformallthesesteps.1.RegisteraReferenceField
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YoumustusetheApplicationDeveloperResponsibilitytoupdatethedefinitionofthedescriptiveflexfield.
Note:UsetheRegisterDescriptiveFlexfieldsform.
o Querytheflexfieldyouwanttoupdate.
o NavigatetotheReferenceFieldsblockandenterthenameoftheReferenceFieldyouwanttouse.
o Saveyourchoices.
Warning:Somedescriptiveflexfieldsarepredefinedandprotected.Theseareusedtodealwithspecificlegislativeandreportingneedsofindividualcountriesorindustries.Donotattempttoalterthedefinitionsoftheseprotectedflexfields.ThesedefinitionsareafundamentalpartofOracleHRMS.Anychangetothemmayleadtoerrorsintheoperatingofthesystem.
ItispossiblethatOracleHRMSwilluseothersegmentsoftheseflexfieldsinthefuture.Therefore,donotaddsegmentstoanyprotectedflexfield.Thiscanaffectyourabilitytoupgradeyoursysteminthefuture.
2.DefineFlexfieldValueSets
IfyouwanttovalidatethevalueswhichausercanenterforanysegmentyoumustdefineaspecificValueSet.
o TheattributesoftheValueSetwillcontrolthetypeofvaluesthatcanbeentered,andhowmanycharacterseachsegmentcanhold.
o TheattributesoftheValueSetwillalsocontrolhowthevaluesaretobevalidated.
Note:UsetheDefineValueSetform.Note:ValueSetscanbesharedbydifferentsegmentsofthesameflexfield,orbysegmentsofanyotherflexfield.
3.DefineDescriptiveFlexfieldSegments.
DefinethesegmentsofyourdescriptiveflexfieldforeachContext.
o UseGlobalContexttodefineanysegmentswhichwillalwaysappearintheflexfieldwindow.
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o EnteryourownContextNametodefinesegmentswhichwillappearonlyforthatcontext.
Freezeandcompileyourdescriptiveflexfielddefinitions.Note:UsetheDefineDescriptiveFlexfieldSegmentsform.
Note:YoudonotneedtouseaValueSettovalidateasegment.IfyoudonotspecifyaValueSetthenausercanenteranyalphanumericvalueuptoalimitof150characters.
Warning:Ifyoudefineasegmentas'Required',itwillberequiredforeveryrecordonthesystem.Therearetwocommonproblemsyoucanencounter:
Ifyoudefinea'Required'segmentafteryouhaveenteredrecords:Existingrecordswillnothaveanyvalueinthissegmentandthesystemwillpromptyouwithanerrorwhenyouqueryanexistingrecord.
Somedescriptiveflexfieldsareusedinmorethanoneblock.Forexample,any'Required'segmentsforAdditionalPersonalDetailsmustbeenteredforeveryEmployee,ApplicantorContact.
4.DefineFlexfieldSegmentValuesIfyouhavechosenIndependentvalidationforaValueSetusedbyadescriptiveflexfieldSegment,youmustdefinealistofvalidvaluesfortheValueSet.
Note:UsetheDefineSegmentValuesform.
5.RunCreateDescriptiveFlexfieldsDatabaseItemsProcess
WhenyouhavedefinedyourdescriptiveflexfieldsyoushouldruntheCreateDescriptiveFlexfieldsDatabaseItemsprocesstocreatedatabaseitemsforyournoncontextsensitivedescriptiveflexfieldsegments.