people management templates
DESCRIPTION
OHUG PresentationTRANSCRIPT
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<enter your company logo here>
Sean FieldingSheryl Morrissette
To Quickly Improve Accuracy and Efficiencies
People Management Templates
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Objective
Due to time constraints, the following key template functionality will not be demonstrated:
• Fast Formulas• To supply addition details about a field• To perform validation against data entry
• Context-Sensitive fields • Display of Date Track History on date tracked fields• Checklists to record progress of actions • Generation of notification messages
The objective of this presentation is to provide a high level understanding of templates and the steps required to develop a basic template.
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• Why consider People Management Templates
• Creating a People Management Template
• Additional Resources
• Questions and Answers
Agenda
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Dunkin’ Brands, Inc.
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Sean [email protected]
IT Manager, Business Process Integration Services
Sheryl [email protected]
Senior Analyst, Enterprise Application Services
Presenters
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• Oracle 11.5.10.2 (Implemented Nov-2007)o Human Resourceso Employee Self-Serviceo Manager Self-Serviceo Advanced Benefitso iRecruitemento Talent Managemento Compensation Workbencho Time and Laboro iLearningo Discoverer 4i
• ADP Enterprise (Implemented Nov-2007)o ADP Connection
Our Environment
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Standard Data Entry
Example of typical data entry via the People Enter and Maintain Form.
Multiple date entry fields are provided. However, typically a good portion of these are not used by HR.
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Descriptive Flexfields
Key employee data required for proper reporting and employee processes is stored in DFFs.
The Oracle Beer Mug provides the access point to the DFF Data
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Information Types
Additional employee data may be stored in Extra Information Types or Special Information Types
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Additional Data Entry
Multiple Addresses must be entered
The Employee’s GRE must be entered
Multiple assignment tabs must be entered
The HR generalist must navigate through a number of buttons, screens and tabs to complete the enter or maintenance of an employee’s record.
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Issues
Users spend more time navigating
This can lead to a number of issues including:
More user training is required
Additional auditing is required
Reporting and employee processing can be negatively impacted
Employee data is incomplete
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Templates
• Standard Oracle functionality
• Managed through configuration
• Can be configured by a Human Resources Super User (with some exceptions)
• Includes configuration options for searching, security, screens, etc.
• Included in the standard Super User responsibility.
• Unaffected by patches and upgrades
Why People Management Templates?
Custom PLL
• Standard Oracle functionality
• Managed through code
• Requires a development resource
• Not all form events include a Custom PLL user hook
• Does not combine data entry
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Warning
Warning!
Technical Discussion Ahead
Boredom May Ensue
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Template
In this example, a single employee enter and maintain template includes data elements from
employee, employee DFFs, address, assignment, and salary.
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Delivered Templates
Responsibility: US Super HRMS Manager
Navigation: People > Maintain Using Templates
Under the US Responsibility, Oracle delivers 6 pre-built templates.
These templates will act as your starting point.
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Let’s Build a Template
Responsibility: US Super HRMS Manager
Navigation: Security > People Management Configurator
Identify a delivered template which will act as our starting point
Create a new template based on the seeded template
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Note
For this presentation, I have identified the form function and menu configuration as the final steps to building a template.
However, if you are attempting to build your own template, please skip to the Testing the Template section.
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Restrict Person Types
Responsibility: US Super HRMS Manager
Navigation: Further Information
Configure the system person types to be included by the template
Configure the screens to be displayed.
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Our Default Template
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Template Interface
The templates interface provides configuration options for the delivered windows down to the individual tabs.
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Template Interface
The items templates interface provides configuration options for each individual item displayed on a given formThis includes basic functionality such as the size, position, text prompts, and default values.Advanced functionality includes case restrictions, fast formula validation, and tips.
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Item Example
With basic configuration, the Previous Last Name field was renamed, repositioned, resized, and made required.
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Add an Item
Items not available in the items list can be added by right clicking on the items folder and selecting new
Select the desired item and configure the item within the People Management Template
Items are displayed based on their database names and may not correspond with the label on the form.
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Context Sensitive Item
Item Context enables a template to have different functionality based on a specific value. In this example, the template displays differently based on the Address Style chosen.
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Country Context
In this example, the Country field displays in a different position based on the Address Style.
Create a new item context value
Base the context on a Description Flexfield
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Country Context
Identify the Descriptive Flexfield
Modify the Y position for the Country Field when context is United Arab Emirates
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Flat# Context
The Flat# for an address in the United Arab Emirates is stored in the address Information 14 field.
The context configuration identifies the position and the prompt required when retrieving an address with a style of United Arab Emirates.
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Buttons
Similar to Data entry fields, buttons can be configured.
Visibility will depend on Task Flow definition
Buttons enabled but not visible will dynamically be added to the menu
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Button Example
The PO Ship To button launches the seeded Address form
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Actions
Each templates comes configured with a number of actions. For example, the following action suspends an assignment.
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Custom Form
Configuration of the Custom Form provides the ability to restrict specific actions available from the template.
Responsibility: US Super HRMS Manager
Navigation: Security > Custom Form
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Custom Form
Additional restrictions can be configured through Custom Form.
For example, specific user person types can be included or excluded from the template.
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Task Flow Nodes
Responsibility: US Super HRMS Manager
Navigation: Security > Task Flow Node
This Task Flow Node maps the Generic People Management Template to our XXDB_PER_MAINTAN_EMPS modifications
A Task Flow Node is required in order to create a Task Flow Definition.
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Task Flow
Task Flow defines the buttons and corresponding links to forms are to be made available.
Responsibility: US Super HRMS Manager
Navigation: Security > Define Task Flow
Any node without the button checkbox checked will appear alphabetically in the Others button.
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Standard Task Flow
The standard Oracle People Enter and Maintain form uses a Task flow definition to control the button configuration on the form.
Responsibility: US Super HRMS Manager
Navigation: Security > Define Task Flow
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Form Function
Responsibility: System Administrator
Navigation: Application > Function
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Form Function
TEMPLATE_NAME="XXDB_PER_MAINTAIN_EMPS" WORKFLOW_NAME="XXDB MAINT TASKFLOW" HR_CUSTOMIZATION="XXDB_PER_MAINTAIN_EMPS"
TEMPLATE_NAME is Template Code value.
WORKFLOW_NAME is the Task Flow Name.
HR_CUSTOMIZATION is Custom Form Version Name.
The values are highlighted in previous slides with the “Don’t Forget” icon.
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Menu
Responsibility: System Administrator
Navigation: Application > Menu
Create a new menu item entry referencing the function previously created.
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Testing the Template
Once the template has been added to the menu, the template can be run from within the People Management Configurator.
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Additional Resources
Oracle® Human Resources Management SystemsConfiguring, Reporting, and System Administration GuideRelease 11ihttp://download.oracle.com/docs/cd/B25284_01/current/acrobat/115hradm.pdf
Oracle® Human Resources Management SystemsFastFormula User GuideRelease 11ihttp://download.oracle.com/docs/cd/B25284_01/current/acrobat/115ffug.pdf
OHUG WebsiteReview the conference archives for People Management Template presentations from previous yearshttp://ohug.org/
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Questions