i

Oracle SelfService Human Resources(SSHR 4.2)Implementation Guide

Release 11i

May 2003

ii Oracle SelfService Human Resources (SSHR 4.2) Implementation Guide

Oracle SelfService Human Resources Implementation Guide, Release 11i

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iiiContents

Contents

Chapter 1 Overview of SelfService Human Resources 11. . . . . . . . . . . . . . . Overview 12. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

What is SSHR 4.0? 12. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Key Concepts in SelfService Human Resources (SSHR) 15. . . . . . .

Definitions 15. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . SelfService Modules 17. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Summary of SSHR Modules 17. . . . . . . . . . . . . . . . . . . . . . . . . . . Absences 111. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Benefits 111. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Career and Performance Management 112. . . . . . . . . . . . . . . . . . Common Modules 113. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Compensation 115. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Manage Employee Events (MEE) 115. . . . . . . . . . . . . . . . . . . . . . . Organization Management 117. . . . . . . . . . . . . . . . . . . . . . . . . . . . Payroll 117. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Personal Information 118. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Professional Details 119. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Recruitment 120. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Training 120. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Views 120. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . SSHR Licences 122. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Predefined SelfService Responsibilities and User Menus 123. . . . . User Menus 123. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Navigation Options for Functions 124. . . . . . . . . . . . . . . . . . . . . . Legislationspecific Menus 124. . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Chapter 2 Getting Started with SSHR 21. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Overview 22. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Notes on Migrating from SSHR Version 3 22. . . . . . . . . . . . . . . . Minimum Requirements for an SSHR System 23. . . . . . . . . . . .

Running the HRMS Profile Options Report 25. . . . . . . . . . . . . . . . . .

Chapter 3 Understanding How SSHR Functions Work 31. . . . . . . . . . . . . . . . Understanding a Typical SSHR Function 32. . . . . . . . . . . . . . . . . . . .

How an SSHR Function Works in SSHR 4.2 33. . . . . . . . . . . . . . A Typical SSHR Web Page 37. . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Managing Dates in SSHR 39. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Effective Dates 39. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . FutureDated Changes 39. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Save For Later 311. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 4 Configuring SSHR 41. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configuration Overview 42. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Guidelines for Configuring SSHR Functions 42. . . . . . . . . . . . . User Access 42. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Process Flows 43. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Approvals 43. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Page Layouts 43. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Modulespecific Configuration Options 44. . . . . . . . . . . . . . . . .

Chapter 5 Managing User Access 51. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . User Access and Security 52. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Responsibilities 52. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . User Access to People 52. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Security Profiles 53. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . User Access to Functions 55. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Legislationspecific Functions 57. . . . . . . . . . . . . . . . . . . . . . . . . . Users and Responsibilities 57. . . . . . . . . . . . . . . . . . . . . . . . . . . . . User Access to Functions 58. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

SelfService Menus and User Access 59. . . . . . . . . . . . . . . . . . . . . . . . Types of Menus 59. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menus for Employees (NonManagers) 510. . . . . . . . . . . . . . . . . Menus for Managers 511. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining Menus for SSHR 512. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining User Access to SelfService Functions 513. . . . . . . . . . .

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Defining Functions for SSHR 515. . . . . . . . . . . . . . . . . . . . . . . . . . . Batch Creation of User Accounts 518. . . . . . . . . . . . . . . . . . . . . . . . . . .

Features of the Create Batch Users Process 518. . . . . . . . . . . . . . . Creating Batch User Accounts with Concurrent Programs 520. User Account Employee Extract Process 520. . . . . . . . . . . . . . . . . Data Pump Engine 523. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Employee Data Pump Exceptions Report 524. . . . . . . . . . . . . . . . Writing User Hooks for the Batch Creation of User Accounts . . . . . . . 525Tables Updated in the Batch Process 526. . . . . . . . . . . . . . . . . . . .

Chapter 6 Configuring Process Flows 61. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . SelfService Workflows 62. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Approvals Processes 62. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow Objects and Item Types 63. . . . . . . . . . . . . . . . . . . . . . Workflow Access Levels: 63. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configuring Workflow Objects 65. . . . . . . . . . . . . . . . . . . . . . . . . Copying Workflow Processes 66. . . . . . . . . . . . . . . . . . . . . . . . . . Configuring Workflow Attribute Values 67. . . . . . . . . . . . . . . . . Configuring Workflow Error Processes 68. . . . . . . . . . . . . . . . . . Defining Your Enterprises Email Addresses 69. . . . . . . . . . . . .

Running the Workflow Cleanup Process 610. . . . . . . . . . . . . . . . . . . .

Chapter 7 Configuring Page Layouts 71. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . The Personalization Framework 72. . . . . . . . . . . . . . . . . . . . . . . . . . .

Personalization Framework Hierarchy 72. . . . . . . . . . . . . . . . . . Configurable Profile Options 73. . . . . . . . . . . . . . . . . . . . . . . . . . Configuring Web Pages 75. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configuring Flexfields 76. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configuring Tabbed Regions 77. . . . . . . . . . . . . . . . . . . . . . . . . . . Adding Instructions to Web Pages 79. . . . . . . . . . . . . . . . . . . . . . Configuring the Global Button Bar 710. . . . . . . . . . . . . . . . . . . . . . Replacing the Default Oracle Logo 711. . . . . . . . . . . . . . . . . . . . . .

Chapter 8 Approvals 81. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Overview of Approvals 82. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Approvals Process 82. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Approvals Mechanisms in SSHR 84. . . . . . . . . . . . . . . . . . . . . . . Oracle Approvals Management (AME) 85. . . . . . . . . . . . . . . . . .

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Default Use of OAM Configuration in SSHR 85. . . . . . . . . . . . . Configuring SSHR Approval Levels in AME 86. . . . . . . . . . . . . Dynamic Approvals 87. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 87. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 87. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 87. . . . . . . . . . . . . . . . . . . . . Configurable Flexfields 87. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 87. . . . . . . . . . . . . . . . . . . . . . . . . . Configuring Approvals in the Workflow Builder 88. . . . . . . . . Customizing Approvals Using PL/SQL 89. . . . . . . . . . . . . . . . . Configuring SSHR Functions to Use Oracle Approvals Manage-ment (AME) 811. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 9 Common Modules 91. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Overview of Common SSHR Modules 92. . . . . . . . . . . . . . . . . . . . . .

Person Tree 93. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Employees Tab 94. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Employee Actions Tab 94. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Multiple Assignments 95. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Transactions Across Business Groups 95. . . . . . . . . . . . . . . . . . . Menu and Function Names 95. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 95. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 95. . . . . . . . . . . . . . . . . . . . . Configurable Flexfields 96. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 96. . . . . . . . . . . . . . . . . . . . . . . . . . Additional Configuration Steps 97. . . . . . . . . . . . . . . . . . . . . . . . Actions Page 98. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 98. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 98. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 99. . . . . . . . . . . . . . . . . . . . . Configurable FlexFields: 910. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 910. . . . . . . . . . . . . . . . . . . . . . . . . . Multiple Assignments 911. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 911. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 911. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 911. . . . . . . . . . . . . . . . . . . . . Configurable FlexFields 911. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 911. . . . . . . . . . . . . . . . . . . . . . . . . . Release Employee Information 913. . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 913. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 913. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Configurable Tips and Instructions 913. . . . . . . . . . . . . . . . . . . . . Configurable Flexfields 914. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 914. . . . . . . . . . . . . . . . . . . . . . . . . . Additional Configuration Steps 914. . . . . . . . . . . . . . . . . . . . . . . . Review and Confirm 915. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 915. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 915. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 917. . . . . . . . . . . . . . . . . . . . . Configurable Flexfields 917. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 917. . . . . . . . . . . . . . . . . . . . . . . . . . New User Registration 918. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Benefits Registration 918. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Generic Users and Responsibilities 919. . . . . . . . . . . . . . . . . . . . . Setting Up a Generic User ID For New User Registration 920. . Setting Up Generic User IDs in Multiple Business Groups 923. Configuring the New Employee and NonEmployee RegistrationProcesses 926. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Using Workflow Builder 928. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Using the Personalization Framework 928. . . . . . . . . . . . . . . . . . . Setting Up Life Events (Advanced Benefits only) 929. . . . . . . . . Configuring the Create User Name Process 931. . . . . . . . . . . . . . Generating SelfService User Names and Passwords 934. . . . . . New Employee Registration and Nonemployee Registration . . . . . . 935Menu and Function Names 935. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 935. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 935. . . . . . . . . . . . . . . . . . . . . Configurable Flexfields 936. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 936. . . . . . . . . . . . . . . . . . . . . . . . . . Create User Name 937. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 937. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 937. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 937. . . . . . . . . . . . . . . . . . . . . Configurable Flexfields 937. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 938. . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 10 Employee Demographics 101. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Personal Information Modules 102. . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Menu and Function Names 102. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 102. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 102. . . . . . . . . . . . . . . . . . . . .

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Configurable Flexfields 102. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 102. . . . . . . . . . . . . . . . . . . . . . . . . . Basic Details 103. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 103. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 103. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 103. . . . . . . . . . . . . . . . . . . . . Configurable Flexfields 104. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 104. . . . . . . . . . . . . . . . . . . . . . . . . . Main Address 105. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 105. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 105. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 105. . . . . . . . . . . . . . . . . . . . . Configurable Flexfields 106. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 106. . . . . . . . . . . . . . . . . . . . . . . . . . Secondary Address 107. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 107. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 107. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 107. . . . . . . . . . . . . . . . . . . . . Configurable Flexfields 108. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 108. . . . . . . . . . . . . . . . . . . . . . . . . . Phone Numbers 109. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 109. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 109. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 109. . . . . . . . . . . . . . . . . . . . . Configurable Flexfields 1010. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 1010. . . . . . . . . . . . . . . . . . . . . . . . . . Dependents and Beneficiaries 1011. . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 1011. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 1011. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 1011. . . . . . . . . . . . . . . . . . . . . Configurable Flexfields 1012. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 1012. . . . . . . . . . . . . . . . . . . . . . . . . . Emergency Contacts 1013. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 1013. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 1013. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 1013. . . . . . . . . . . . . . . . . . . . . Configurable Flexfields 1014. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 1014. . . . . . . . . . . . . . . . . . . . . . . . . .

Professional Details Modules 1015. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Education and Qualifications 1016. . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 1016. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 1016. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Configurable Tips and Instructions 1017. . . . . . . . . . . . . . . . . . . . . Configurable Flexfields 1018. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 1018. . . . . . . . . . . . . . . . . . . . . . . . . . Other Professional Awards 1019. . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 1019. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 1019. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 1019. . . . . . . . . . . . . . . . . . . . . Configurable Flexfields 1020. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 1020. . . . . . . . . . . . . . . . . . . . . . . . . . Competence Profile 1021. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 1022. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 1022. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 1022. . . . . . . . . . . . . . . . . . . . . Configurable Flexfields 1023. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 1023. . . . . . . . . . . . . . . . . . . . . . . . . . Work Preferences 1024. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 1024. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 1024. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 1024. . . . . . . . . . . . . . . . . . . . . Configurable FlexFields 1024. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 1024. . . . . . . . . . . . . . . . . . . . . . . . . . Resume 1025. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 1025. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 1025. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 1025. . . . . . . . . . . . . . . . . . . . . Configurable FlexFields 1025. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 1025. . . . . . . . . . . . . . . . . . . . . . . . . . Tenure Status (US) 1026. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 1026. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 1026. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 1026. . . . . . . . . . . . . . . . . . . . . Configurable Flexfields 1027. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 1027. . . . . . . . . . . . . . . . . . . . . . . . . . Academic Rank (US) 1028. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 1028. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 1028. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 1028. . . . . . . . . . . . . . . . . . . . . Configurable Flexfields 1028. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 1029. . . . . . . . . . . . . . . . . . . . . . . . . .

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Chapter 11 Career and Performance Management 111. . . . . . . . . . . . . . . . . . . . . Events and Bookings 112. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 112. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 112. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 112. . . . . . . . . . . . . . . . . . . . . Configurable Flexfields 113. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 113. . . . . . . . . . . . . . . . . . . . . . . . . . Employee Reviews 114. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 114. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 114. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 114. . . . . . . . . . . . . . . . . . . . . Configurable Flexfields 114. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 114. . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 12 Manage Employee Events (MEE) 121. . . . . . . . . . . . . . . . . . . . . . . . . . MEE Modules and Workflow 122. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Chained MEE Processes 122. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ordering MEE Workflow Processes 123. . . . . . . . . . . . . . . . . . . . . Assignment 125. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Assigning a Salary Basis 125. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Multiple Assignments 125. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 125. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 125. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 127. . . . . . . . . . . . . . . . . . . . . Configurable Flexfields 128. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 128. . . . . . . . . . . . . . . . . . . . . . . . . . Termination 1210. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 1210. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 1210. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 1211. . . . . . . . . . . . . . . . . . . . . Configurable Flexfields 1211. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 1211. . . . . . . . . . . . . . . . . . . . . . . . . . Work Schedule 1212. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 1212. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 1212. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 1212. . . . . . . . . . . . . . . . . . . . . Configurable FlexFields 1212. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 1213. . . . . . . . . . . . . . . . . . . . . . . . . . Location 1214. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 1214. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 1214. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Configurable Tips and Instructions 1215. . . . . . . . . . . . . . . . . . . . . Configurable FlexFields 1215. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 1216. . . . . . . . . . . . . . . . . . . . . . . . . . Special Information Types (SITs) 1217. . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 1217. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 1217. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 1217. . . . . . . . . . . . . . . . . . . . . Configurable FlexFields 1218. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 1218. . . . . . . . . . . . . . . . . . . . . . . . . . Additional Configuration Steps: 1219. . . . . . . . . . . . . . . . . . . . . . . . Extra Information Types (EITs) 1220. . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 1220. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 1220. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 1220. . . . . . . . . . . . . . . . . . . . . Configurable FlexFields 1221. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 1221. . . . . . . . . . . . . . . . . . . . . . . . . . Additional Configuration Steps 1221. . . . . . . . . . . . . . . . . . . . . . . . Other Employment Information 1223. . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 1223. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 1223. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 1223. . . . . . . . . . . . . . . . . . . . . Configurable FlexFields 1223. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 1223. . . . . . . . . . . . . . . . . . . . . . . . . . Pay Rate 1224. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 1224. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 1224. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 1224. . . . . . . . . . . . . . . . . . . . . Configurable FlexFields 1224. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Change Manager 1226. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 1226. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 1226. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 1227. . . . . . . . . . . . . . . . . . . . . Configurable FlexFields 1227. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 1227. . . . . . . . . . . . . . . . . . . . . . . . . . Individual Compensation Distributions (ICD) 1228. . . . . . . . . . . . Menu and Function Names 1228. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 1228. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 1228. . . . . . . . . . . . . . . . . . . . . Configurable FlexFields 1229. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 1229. . . . . . . . . . . . . . . . . . . . . . . . . .

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Chapter 13 Recruitment 131. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . New Hire and Applicant Hire Processes 132. . . . . . . . . . . . . . . . . Applicant Search 133. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Duplicate Person Checking 133. . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 133. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 134. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 134. . . . . . . . . . . . . . . . . . . . . Configurable FlexFields 134. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 135. . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 14 Organization Management 141. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Organization Manager 142. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 142. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 142. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 143. . . . . . . . . . . . . . . . . . . . . Configurable FlexFields 143. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 144. . . . . . . . . . . . . . . . . . . . . . . . . . Additional Configuration Steps 144. . . . . . . . . . . . . . . . . . . . . . . .

Chapter 15 Absence Management 151. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Absences 152. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 152. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 152. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 152. . . . . . . . . . . . . . . . . . . . . Configurable FlexFields 153. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 154. . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 16 Views 161. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Overview 162. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Employee Information View 163. . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 163. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 163. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 163. . . . . . . . . . . . . . . . . . . . . Configurable FlexFields 164. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 164. . . . . . . . . . . . . . . . . . . . . . . . . . Assignment Details View 165. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 165. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 165. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 165. . . . . . . . . . . . . . . . . . . . .

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Configurable FlexFields 165. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 166. . . . . . . . . . . . . . . . . . . . . . . . . . Compensation Activity View 167. . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 167. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 167. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 167. . . . . . . . . . . . . . . . . . . . . Configurable FlexFields 167. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 168. . . . . . . . . . . . . . . . . . . . . . . . . . Termination History View 169. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 169. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 169. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 169. . . . . . . . . . . . . . . . . . . . . Configurable FlexFields 169. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 1610. . . . . . . . . . . . . . . . . . . . . . . . . . Search Functions for HR Views 1611. . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 1611. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 1611. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 1611. . . . . . . . . . . . . . . . . . . . . Configurable FlexFields 1611. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 1612. . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 17 Benefits 171. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . SelfService Benefit Enrollments 172. . . . . . . . . . . . . . . . . . . . . . . . SelfService Benefits Enrollment Functionality 172. . . . . . . . . . . Enrollment Change Workflow Notifications 173. . . . . . . . . . . . . . Hidden Fields in SelfService Benefits 173. . . . . . . . . . . . . . . . . . . Displaying Descriptive Flexfields 174. . . . . . . . . . . . . . . . . . . . . . . Plan Design Considerations for SelfService Benefits 175. . . . . . Benefits Enrollments 1710. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 1710. . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Pages and Shared Regions 1710. . . . . . . . . . . . . . . . . Configurable FlexFields 1712. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable FlexFields 1719. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Setting Up SelfService Benefits Enrollments 1722. . . . . . . . . . . . . Enabling SelfService Benefits Enrollment Notifications 1724. . . Setting Up User Access to SelfService Benefits 1725. . . . . . . . . . . Setting the Effective Date of a Scheduled Enrollment in SelfServiceBenefits 1728. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Removing the Benefits Enrollment Overview Web Page (StandardBenefits) 1730. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining SelfService Instruction Text 1731. . . . . . . . . . . . . . . . . . .

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Defining Additional Enrollment Action Types (Advanced Benefits) . 1733Maintaining Primary Care Providers for a Plan 1734. . . . . . . . . . . Configuring the Primary Care Provider Search Facility 1737. . . . Setting up an XMLEnabled Primary Care Provider Search 1737Setting Up a Primary Care Provider Search without XML Format-ting 1738. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 18 Benefits - US Federal 181. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Federal Employee Health Benefits Overview 182. . . . . . . . . . . . . Administering FEHB 183. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Plan Eligibility 183. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Enrollment Management 183. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Manual Changes 185. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Effective Dates Life Event Occurred On Date 186. . . . . . . . . . . . . Change in Family Status 186. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . PreTax and AfterTax Plan Options 187. . . . . . . . . . . . . . . . . . . . Retroactive Actions 188. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Cancellations and Corrections 188. . . . . . . . . . . . . . . . . . . . . . . . . . Benefits Enrollments 189. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 189. . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Pages and Shared Regions 189. . . . . . . . . . . . . . . . . Configurable FlexFields 1811. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable FlexFields 1818. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Setting Up User Access to SelfService Benefits 1821. . . . . . . . . . . Enabling SelfService Benefits Enrollment Notifications 1824. . . Setting the Effective Date of a Scheduled Enrollment in SelfServiceBenefits 1825. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Running the Populate FEHB Program and Design Plan Process . . . . . 1827Setting up FEHB 1828. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Compiling FEHB Fast Formulas 1829. . . . . . . . . . . . . . . . . . . . . . . . FYI Notifications for FEHB 1830. . . . . . . . . . . . . . . . . . . . . . . . . . . . Removing the Benefits Enrollment Overview Web Page (StandardBenefits) 1831. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining SelfService Instruction Text 1832. . . . . . . . . . . . . . . . . . . Defining Additional Enrollment Action Types (Advanced Benefits) . 1834Maintaining Primary Care Providers for a Plan 1835. . . . . . . . . . . Configuring the Primary Care Provider Search Facility 1838. . . . Setting up an XMLEnabled Primary Care Provider Search 1838Setting Up a Primary Care Provider Search without XML Format-ting 1839. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Chapter 19 Individual Compensation Distributions 191. . . . . . . . . . . . . . . . . . . SelfService Individual Compensation Distributions (ICD) 192. Setting Up Individual Compensation Distribution Plans for SelfService Human Resources 192. . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 20 Payroll 201. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Overview of Payroll Functions 202. . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Payment Methods 203. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 203. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 204. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Definitions for Web Applications Dictionary: 205Configurable Profile Options 208. . . . . . . . . . . . . . . . . . . . . . . . . . Online Payslip (Generic) 2010. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 2010. . . . . . . . . . . . . . . . . . . . . . . . . . . . Viewing Online Payslips in Oracle HRMS 2010. . . . . . . . . . . . . . . Workflow 2010. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 2011. . . . . . . . . . . . . . . . . . . . . Configurable FlexFields 2011. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 2011. . . . . . . . . . . . . . . . . . . . . . . . . . Additional Configuration Steps: 2011. . . . . . . . . . . . . . . . . . . . . . . . Online Payslip (US) 2012. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 2012. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 2012. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 2012. . . . . . . . . . . . . . . . . . . . . Configurable FlexFields 2012. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 2012. . . . . . . . . . . . . . . . . . . . . . . . . . Additional Configuration Options 2013. . . . . . . . . . . . . . . . . . . . . . Online Payslip (UK) 2014. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 2014. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 2014. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 2014. . . . . . . . . . . . . . . . . . . . . Configurable FlexFields 2014. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 2014. . . . . . . . . . . . . . . . . . . . . . . . . . Additional Configuration Options 2015. . . . . . . . . . . . . . . . . . . . . . Online Payslip (Canada) 2016. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 2016. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 2016. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 2016. . . . . . . . . . . . . . . . . . . . . Configurable FlexFields 2016. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 2016. . . . . . . . . . . . . . . . . . . . . . . . . . Additional Configuration Options 2017. . . . . . . . . . . . . . . . . . . . . .

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Online Payslip (Australia, Hong Kong, Korea, Singapore, New Zea-land) 2019. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 2019. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 2019. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 2019. . . . . . . . . . . . . . . . . . . . . Configurable FlexFields 2019. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 2019. . . . . . . . . . . . . . . . . . . . . . . . . . Additional Configuration Options 2020. . . . . . . . . . . . . . . . . . . . . . Online Payslip (South Africa) 2021. . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 2021. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 2021. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 2021. . . . . . . . . . . . . . . . . . . . . Configurable FlexFields 2022. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 2022. . . . . . . . . . . . . . . . . . . . . . . . . . Additional Configuration Options 2022. . . . . . . . . . . . . . . . . . . . . . Tax Withholdings Form (W4) (US) 2024. . . . . . . . . . . . . . . . . . . . . Menu and Function Names 2024. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 2024. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 2024. . . . . . . . . . . . . . . . . . . . . Configurable FlexFields 2025. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 2025. . . . . . . . . . . . . . . . . . . . . . . . . . Tax Information Form (W2) (US) 2027. . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 2027. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 2027. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 2028. . . . . . . . . . . . . . . . . . . . . Configurable FlexFields 2028. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 2028. . . . . . . . . . . . . . . . . . . . . . . . . . Additional Configuration Steps: 2029. . . . . . . . . . . . . . . . . . . . . . . . Voluntary Deductions 2030. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 21 Training 211. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Training (SelfService) 212. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Menu and Function Names 212. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 212. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 213. . . . . . . . . . . . . . . . . . . . . Configurable Flexfields 213. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 214. . . . . . . . . . . . . . . . . . . . . . . . . .

External Training (SelfService) 215. . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 215. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 215. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 216. . . . . . . . . . . . . . . . . . . . .

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Configurable Flexfields 216. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 216. . . . . . . . . . . . . . . . . . . . . . . . . .

External Linking (SelfService Training) 217. . . . . . . . . . . . . . . . . . . . . Menu and Function Names 217. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 218. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 219. . . . . . . . . . . . . . . . . . . . . Configurable FlexFields 2110. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 2110. . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 22 Compensation Workbench 221. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Compensation Workbench Overview 222. . . . . . . . . . . . . . . . . . . Budgets 222. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Worksheets 222. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Approvals 223. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Copying the Seeded Menu 224. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Compensation Workbench 225. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Can managers view employee details from Compensation Work-bench? 225. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . How are compensation allocations awarded? 225. . . . . . . . . . . . How are budgets prepared? 225. . . . . . . . . . . . . . . . . . . . . . . . . . . Can other managers fill in for me if I am unavailable? 225. . . . . Can managers assign employees to their own worksheets? 226. Can managers promote and rate or assess employees at the sametime as allocating salaries? 226. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Does Compensation Workbench handle approving allocations,promotions, and employee performance ranking? 226. . . . . . . . Can I Budget and Allocate Compensation Based on Salary Compo-nents? 226. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Compensation Workbench 227. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Menu and Function Names 227. . . . . . . . . . . . . . . . . . . . . . . . . . . . Workflow 227. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Tips and Instructions 227. . . . . . . . . . . . . . . . . . . . . Configurable FlexFields 227. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurable Profile Options 227. . . . . . . . . . . . . . . . . . . . . . . . . . Compensation Workbench Budget Preparation 228. . . . . . . . . . . Budget Issuance 228. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Budget and Worksheet Rounding 229. . . . . . . . . . . . . . . . . . . . . . . Budget and Allocation Matrix 229. . . . . . . . . . . . . . . . . . . . . . . . . . Compensation Workbench Allocations 2211. . . . . . . . . . . . . . . . . . Compensation Workbench Itemization 2212. . . . . . . . . . . . . . . . . . Compensation Workbench Promotions 2213. . . . . . . . . . . . . . . . . . Processing the Promotion 2214. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Compensation Plan Design 2214. . . . . . . . . . . . . . . . . . . . . . . . . . . . Modifying an Existing Plan 2214. . . . . . . . . . . . . . . . . . . . . . . . . . . . Compensation Workbench Employee Performance Rating 2216. Employee Eligibility for Compensation Workbench 2218. . . . . . . View and Update Employee Eligibility 2218. . . . . . . . . . . . . . . . . . Employee Reassignment for Compensation Workbench 2219. . . Reassigning an Employee 2219. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Switch Manager 2221. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Switch Manager Search Page 2221. . . . . . . . . . . . . . . . . . . . . . . . . . . Compensation Workbench Approvals and Notifications 2222. . . Standard Activity Rates for Compensation Workbench 2223. . . . Standard Rate Activity Types 2223. . . . . . . . . . . . . . . . . . . . . . . . . . Compensation Workbench Statuses 2229. . . . . . . . . . . . . . . . . . . . . Budget Status 2229. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Worksheet Status 2229. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Budget/Worksheet Access 2229. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Reporting in Compensation Workbench 2230. . . . . . . . . . . . . . . . . Total Compensation Progress Report 2230. . . . . . . . . . . . . . . . . . . . Setting Up Compensation Workbench Plans 2232. . . . . . . . . . . . . Personalizing a Plan for Compensation Workbench 2239. . . . . . . Defining a Compensation Workbench Plan 2241. . . . . . . . . . . . . . Defining Enrollment Requirements for Compensation WorkbenchPlans 2243. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defining a Reporting Group 2247. . . . . . . . . . . . . . . . . . . . . . . . . . . Compensation Workbench Processing 2248. . . . . . . . . . . . . . . . . . . Running the Participation Process: Compensation 2250. . . . . . . . Using the Person Life Events Window for Compensation Work-bench 2252. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Issuing a Budget to a High Level Manager 2253. . . . . . . . . . . . . . . Updating an Employees Eligibility 2254. . . . . . . . . . . . . . . . . . . . . Moving an Employee to Another Managers Workbench 2254. . Updating Amounts for an Employee 2255. . . . . . . . . . . . . . . . . . . . Running the Compensation Workbench Post Process 2256. . . . . . Running the Compensation Workbench Backout Life Events Pro-cess 2257. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Running the Compensation Workbench Close Enrollment Process . . 2259Running the Compensation Workbench Progress Report 2261. . Running the Eligibility and Enrollment List Report 2262. . . . . . .

Appendix A Implementation Steps A 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Implementation Steps for SelfService HR (SSHR) A 2. . . . . . . . . . . .

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To Prepare the Environment for SSHR: A 2. . . . . . . . . . . . . . . . . . User Access and Workflow Set Up (SSHR) A 3. . . . . . . . . . . . . . . Configuring Workflow Processes and Page Layouts (SSHR) A 5

Implementation Flowcharts (SSHR 4.2) A 8. . . . . . . . . . . . . . . . . . . . .

Appendix B User Hook for New User Registration B 1. . . . . . . . . . . . . . . . . . . . . User Hooks To Generate User Names For New User Registration . . . . . . . B 2

Using the Before User Hook B 2. . . . . . . . . . . . . . . . . . . . . . . . . . . Using the After User Hook B 3. . . . . . . . . . . . . . . . . . . . . . . . . . . .

Appendix C Functionlevel Personalizations C 1. . . . . . . . . . . . . . . . . . . . . . . . . . Functionlevel Personalizations C 2. . . . . . . . . . . . . . . . . . . . . . . . Change Job V4.0 (HR_CHANGE_JOB_SS) C 2. . . . . . . . . . . . . . . Change Job and Employment Terms V4.0(HR_CHANGE_JOB_TERMS_SS) C 4. . . . . . . . . . . . . . . . . . . . . . Change Cost Center V4.0 (HR_CHG_COST_LOC_SUP_SS) C 5Change Cost Center and Employment Terms V4.0(HR_CHG_COST_TRM_LOC_SUP_SS) C 7. . . . . . . . . . . . . . . . . Employee Status Change V4.0 (HR_EMP_STATUS_CHG_SS) . . . . . . C 9Employee Terms of Employment Change 4.0(HR_EMP_TERMS_CHG_SS) C 10. . . . . . . . . . . . . . . . . . . . . . . . . . Transfer V4.0 (HR_TRANSFER_SS) C 11. . . . . . . . . . . . . . . . . . . . . Termination with Compensation V4.0 (HR_TERMINA-TION_COMP_SS) C 13. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Termination V4.0 (HR_TERMINATION_SS) C 13. . . . . . . . . . . . . New Hire V4.0 (HR_NEWHIRE_SS) C 13. . . . . . . . . . . . . . . . . . . .

Index

xx Oracle SSHR 4.2 Implementation Guide

xxiPreface

Preface

xxii Oracle SSHR 4.2 Implementation Guide

Audience for This Guide

This Implementation Guide has been written to help implementationteams set up and configure Oracle SSHR.

This guide assumes you have a working knowledge of the following:

The principles and customary practices of your business area.

Oracle HRMS

Oracle Workflow

Oracle SelfService Web Applications

Oracle HRMS System Administration

Oracle HRMS Applications

If you have not yet been introduced to these applications, we suggestyou attend one of the training classes available through OracleUniversity.

See Other Information Sources for more information about OracleApplications product information.

How To Use This Guide

This guide contains the information you need to understand and useOracle SSHR.

Chapter 1 introduces SSHR and its features

Chapter 2 outlines the minimum steps you need to carry out tobe able to run SSHR in a test environment.

Chapter 3 illustrates how a typical SSHR function works usingthe Personal Information functions as an example.

The next five chapters explain the tools and general techniques youuse to configure SSHR.

Chapter 4 introduces the configuration tools used to configureSSHR and provides a generic configuration procedure.

Chapter 5 looks at user access and security.

Chapter 6 looks at configuring process flows using the WorkflowBuilder.

Chapter 7 looks at configuring page layouts using the OAPersonalization Framework.

xxiiiPreface

Chapter 8 looks at configuring approvals using the WorkflowBuilder, PL/SQL, and Oracle Approvals Management.

The remaining chapters cover in detail the specific configurationoptions available in each functional area.

Chapter 9 covers common SSHR functionality.

Chapter 10 covers Employee Demographics.

Chapter 11 covers Career and Performance Management.

Chapter 12 covers Manage Employee Events (MEE).

Chapter 13 covers Recruitment.

Chapter 14 covers Organization Management.

Chapter 15 covers Absences.

Chapter 16 covers Views.

Chapter 17 covers Benefits.

Chapter 18 covers US Federal Benefits

Chapter 19 covers Individual Compensation Distributions (ICD).

Chapter 20 covers Payroll.

Chapter 21 covers Training.

Chapter 22 covers the Compensation Workbench.

Appendix A is a checklist of the implementation andconfiguration steps for SSHR.

Appendix B gives a sample user hook for generating the usernames for New User Registration.

Appendix C provides a list of functionlevel personalizations.

Conventions

Documentation Accessibility

Our goal is to make Oracle products, services, and supportingdocumentation accessible, with good usability, to the disabledcommunity. To that end, our documentation includes features thatmake information available to users of assistive technology. Thisdocumentation is available in HTML format, and contains markup tofacilitate access by the disabled community. Standards will continue to

xxiv Oracle SSHR 4.2 Implementation Guide

evolve over time, and Oracle Corporation is actively engaged withother marketleading technology vendors to address technicalobstacles so that our documentation can be accessible to all of ourcustomers. For additional information, visit the Oracle AccessibilityProgram web site at http://www.oracle.com/accessibility/.

Accessibility of Code Examples in Documentation

JAWS, a Windows screen reader, may not always correctly read thecode examples in this document. The conventions for writing coderequire that closing braces should appear on an otherwise empty line;however, JAWS may not always read a line of text that consists solelyof a bracket or brace.

Accessibility of Links to External Web Sites in Documentation

This documentation may contain links to web sites of other companiesor organizations that Oracle Corporation does not own or control.Oracle Corporation neither evaluates nor makes any representationsregarding the accessibility of these web sites.

Other Information Sources

You can choose from many sources of information, including onlinedocumentation, training, and support services, to increase yourknowledge and understanding of Oracle HRMS.

If this guide refers you to other Oracle Applications documentation,use only the Release 11i versions of those guides.

Online Documentation

All Oracle Applications documentation is available online (HTML andPDF).

Online Help The new features section in the HTML helpdescribes new features in 11i. This information is updated foreach new release of Oracle HRMS. The new features section alsoincludes information about any features that were not yetavailable when this guide was printed. For example, if youradministrator has installed software from a minipack as anupgrade, this document describes the new features. Online helppatches are available on Metalink.

11i Features Matrix This document lists new features availableby patch and identifies any associated new documentation. Thenew features matrix document is available on Metalink.

xxvPreface

Readme File Refer to the readme file for patches that you haveinstalled to learn about new documentation or documentationpatches that you can download.

Related Users Guides

Oracle HRMS shares business and setup information with otherOracle Applications products. Therefore, you may want to refer toother user guides when you set up and use Oracle HRMS.

You can read the guides online by choosing Library from theexpandable menu on your HTML help window, by reading from theOracle Applications Document Library CD included in your mediapack, or by using a Web browser with a URL that your systemadministrator provides.

If you require printed guides, you can purchase them from the Oraclestore at http://oraclestore.oracle.com.

Guides Related to All Products

Oracle Applications Users Guide

This guide explains how to enter data, query, run reports, and navigateusing the graphical user interface (GUI) available with this release ofOracle HRMS (and any other Oracle Applications products). This guidealso includes information on setting user profiles, as well as runningand reviewing reports and concurrent processes.

You can access this users guide online by choosing Getting startedwith Oracle Applications from any Oracle Applications help file.

Oracle Alert Users Guide

This guide explains how to define periodic and event alerts to monitorthe status of your Oracle Applications data.

Oracle Applications Developers Guide

This guide contains the coding standards followed by the OracleApplications development staff. It describes the Oracle ApplicationObject Library components needed to implement the OracleApplications user interface described in the Oracle Applications UserInterface Standards for FormsBased Products. It also provides information

xxvi Oracle SSHR 4.2 Implementation Guide

to help you build your custom Oracle Forms Developer 6i forms so thatthey integrate with Oracle Applications.

Oracle Applications User Interface Standards for FormsBasedProducts

This guide contains the user interface (UI) standards followed by theOracle Applications development staff. It describes the UI for theOracle Applications products and how to apply this UI to the design ofan application built by using Oracle Forms.

Oracle Workflow Guide

This guide explains how to define new workflow business processes aswell as customize existing Oracle Applicationsembedded workflowprocesses. You also use this guide to complete the setup steps necessaryfor any Oracle Applications product that includes workflowenabledprocesses.

Guides Related to This Product

OA Personalization Framework and OA Extensibility Framework

Use this guide to learn about the capabilities of the 5.6 Frameworktechnologies.

Using Oracle HRMS The Fundamentals

Use this guide to learn about representing your enterprise on yourapplication. This includes setting up your organization hierarchy,recording details about jobs and positions within your enterprise,defining a payroll, and also how to manage your costs.

Managing Your Workforce Using Oracle HRMS

Use this guide to learn about all aspects of managing your workforce.This includes how to represent your workforce on your application,recruiting new employees and developing their careers, and alsodefining and managing budgets.

Running Your Payroll Using Oracle HRMS

This user guide provides information about wage attachments, taxesand social insurance, the payroll run, and other processes.

xxviiPreface

Managing Total Compensation Using Oracle HRMS

Use this guide to learn about setting up the application to store andprocess information on your total compensation package, includingsalary administration, other earnings, deductions, benefits, absencemanagement and PTO accrual plans.

Configuring, Reporting and System Administration in Oracle HRMS

This guide provides information about extending and configuringOracle HRMS, managing security, auditing, information access, andletter generation.

Implementing Oracle HRMS

This guide explains the setup procedures you need to carry out in orderto successfully implement Oracle HRMS in your enterprise.

Implementing Oracle SelfService Human Resources (SSHR)

This guide provides information about setting up the selfservicehuman resources management functions for managers and employees.Managers and employees can then use an intranet and Web browser tohave easy and intuitive access to personal information and careermanagement functionality.

Oracle Selfservice Web Applications

This guide provides information on selfservice applications in general.

Using Oracle Training Administration (OTA)

This guide provides information about how to set up and use OracleTraining Administration to facilitate your training and certificationbusiness.

Using Application Data Exchange

This guide provides information about using Application DataExchange to view HRMS data with desktop tools, and upload reviseddata to your application.

xxviii Oracle SSHR 4.2 Implementation Guide

Oracle Business Intelligence System Implementation Guide

This guide provides information about implementing Oracle BusinessIntelligence (BIS) in your environment.

BIS User Guide 11i

This guide is provided as online help only from the BIS application andincludes information about intelligence reports, Discoverer workbooks,and the Performance Management Framework.

Using Oracle Time Management

This guide provides information about capturing work patterns such asshift hours so that this information can be used by other applicationssuch as General Ledger.

Installation and System Administration

Oracle Applications Concepts

This guide provides an introduction to the concepts, features,technology stack, architecture, and terminology for Oracle ApplicationsRelease 11i. It provides a useful first book to read before an installationof Oracle Applications. This guide also introduces the concepts behindApplicationswide features such as Business Intelligence (BIS),languages and character sets, and SelfService Web Applications.

Installing Oracle Applications

This guide provides instructions for managing the installation of OracleApplications products. In Release 11i, much of the installation processis handled using Oracle Rapid Install, which minimizes the time toinstall Oracle Applications and the Oracle8 technology stack, and theOracle8i Server technology stack by automating many of the requiredsteps. This guide contains instructions for using Oracle Rapid Installand lists the tasks you need to perform to finish your installation. Youshould use this guide in conjunction with individual product usersguides and implementation guides.

Upgrading Oracle Applications

Refer to this guide if you are upgrading your Oracle ApplicationsRelease 10.7 or Release 11.0 products to Release 11i. This guidedescribes the upgrade process and lists database and productspecific

xxixPreface

upgrade tasks. You must be either at Release 10.7 (NCA, SmartClient,or character mode) or Release 11.0, to upgrade to Release 11i. Youcannot upgrade to Release 11i directly from releases prior to 10.7.

Maintaining Oracle Applications

Use this guide to help you run the various AD utilities, such asAutoUpgrade, AutoPatch, AD Administration, AD Controller, ADRelink, License Manager, and others. It contains howto steps,screenshots, and other information that you need to run the ADutilities. This guide also provides information on maintaining theapplications file system and database.

Oracle Applications System Administrators Guide

This guide provides planning and reference information for the OracleApplications System Administrator. It contains information on how todefine security, customize menus and online help, and manageconcurrent processing.

Other Implementation Documentation

Oracle Applications Product Update Notes

Use this guide as a reference for upgrading an installation of OracleApplications. It provides a history of the changes to individual OracleApplications products between Release 11.0 and Release 11i. It includesnew features, enhancements, and changes made to database objects,profile options, and seed data for this interval.

Multiple Reporting Currencies in Oracle Applications

If you use the Multiple Reporting Currencies feature to recordtransactions in more than one currency, use this manual beforeimplementing Oracle HRMS. This manual details additional steps andsetup considerations for implementing Oracle HRMS with this feature.

Multiple Organizations in Oracle Applications

If you use the Oracle Applications Multiple Organization Supportfeature to use multiple sets of books for one Oracle HRMS installation,this guide describes all you need to know about setting up and usingOracle HRMS with this feature.

xxx Oracle SSHR 4.2 Implementation Guide

Oracle Applications Flexfields Guide

This guide provides flexfields planning, setup, and referenceinformation for the Oracle HRMS implementation team, as well as forusers responsible for the ongoing maintenance of Oracle Applicationsproduct data. This manual also provides information on creatingcustom reports on flexfields data.

Oracle Technical Reference Manuals

The technical reference guides are now available in electronic formatonly. You can now access technical reference manuals for any OracleApplications product you have licensed.

Oracle Manufacturing and Distribution Open Interfaces Manual

This manual contains uptodate information about integrating withother Oracle Manufacturing applications and with your other systems.This documentation includes open interfaces found in OracleManufacturing.

Oracle Applications Message Reference Manual

This manual describes all Oracle Applications messages. This manual isavailable in HTML format on the documentation CDROM for Release11i.

Using Oracle FastFormula

This guide provides information about writing, editing, and usingformulas to configure your system. Oracle FastFormula provides asimple way to write formulas using English words and basicmathematical functions. For example, Oracle FastFormula enables youto specify elements in payroll runs or create rules for PTO and accrualplans.

Using Oracle SSP/SMP

This guide provides information about setting up and using OracleSSP/SMP to meet your statutory sick pay and statutory maternity payobligations.

xxxiPreface

Training and Support

Training

Oracle offers a complete set of training courses to help you and yourstaff master Oracle HRMS and reach full productivity quickly. Thesecourses are organized into functional learning paths, so you take onlythose courses appropriate to your job or area of responsibility.

You have a choice of educational environments. You can attend coursesoffered by Oracle University at any one of our many EducationCenters, you can arrange for our trainers to teach at your facility, oryou can use Oracle Learning Network, Oracle Universitys onlineeducation utility. In addition, Oracle Training professionals can tailorstandard courses or develop custom courses to meet your needs. Forexample, you may want to use your organization structure,terminology, and data as examples in a customized training sessiondelivered at your own facility.

Support

From onsite support to central support, our team of experiencedprofessionals provides the help and information you need to keepOracle HRMS working for you. This team includes your TechnicalRepresentative, Account Manager, and Oracles large staff ofconsultants and support specialists with expertise in your businessarea, managing an Oracle8i server, and your hardware and softwareenvironment.

Do Not Use Database Tools to Modify Oracle Applications Data

Oracle STRONGLY RECOMMENDS that you never use SQL*Plus,Oracle Data Browser, database triggers, or any other tool to modifyOracle Applications data unless otherwise instructed.

Oracle provides powerful tools you can use to create, store, change,retrieve, and maintain information in an Oracle database. But if you useOracle tools such as SQL*Plus to modify Oracle Applications data, yourisk destroying the integrity of your data and you lose the ability toaudit changes to your data.

Because Oracle Applications tables are interrelated, any change youmake using an Oracle Applications form can update many tables atonce. But when you modify Oracle Applications data using anything

xxxii Oracle SSHR 4.2 Implementation Guide

other than Oracle Applications, you may change a row in one tablewithout making corresponding changes in related tables. If your tablesget out of synchronization with each other, you risk retrievingerroneous information and you risk unpredictable results throughoutOracle Applications.

When you use Oracle Applications to modify your data, OracleApplications automatically checks that your changes are valid. OracleApplications also keeps track of who changes information. If you enterinformation into database tables using database tools, you may storeinvalid information. You also lose the ability to track who has changedyour information because SQL*Plus and other database tools do notkeep a record of changes.

About Oracle

Oracle Corporation develops and markets an integrated line ofsoftware products for database management, applicationsdevelopment, decision support and office automation, as well as OracleApplications, an integrated suite of more than 160 software modulesfor financial management, supply chain management, manufacturing,project systems, human resources and customer relationshipmanagement.

Oracle products are available for mainframes, minicomputers, personalcomputers, network computers and personal digital assistants,allowing organizations to integrate different computers, differentoperating systems, different networks, and even different databasemanagement systems, into a single, unified computing and informationresource.

Oracle is the worlds leading supplier of software for informationmanagement, and the worlds second largest software company. Oracleoffers its database, tools, and application products, along with relatedconsulting, education and support services, in over 145 countriesaround the world.

C H A P T E R

1

11Overview of SelfService Human Resources

Overview ofSelfService HumanResources

12 Oracle SSHR 4.2 Implementation Guide

OverviewOracle SelfService Human Resources (SSHR) extends the functionalityof standard Oracle HRMS by enabling both employees and managersto participate in Human Resources management via a web browser.SSHR 4.2 offers secure selfservice business transactions andeasytouse functionality driven by Oracles proven web and workflowtechnologies. These technologies enable the data, views, storedprocedures, validation routines, and APIs used in the standard OracleApplications to be shared, thus providing seamless integration betweenOracle HRMS and SelfService HRMS.

What is SSHR 4.0?

The following sections answer common questions on SSHR and give anoverview of the functionality.

What does selfservice mean?

Selfservice means that the originator of a task is also the personresponsible for that task. Using a standard web browser, the useraccesses HR data and performs a specific task, for example, registeringa change of address. By transferring the responsibility for the task tothe originator of the task, data accuracy is increased and administrationcosts are reduced.

How do selfservice applications differ from traditional HR systems?

The key elements that distinguish selfservice applications from othersystems are:

easytouse user interfaces

easy access to functions via web browsers

complex processes reduced to simple steps

reliability and scalability enabling many people to experiencegood response times, for example during an annual benefitenrollment period

opportunities to configure and extend the application to meetenterprise needs

system accessibility for people who are not Human Resourcespecialists

ability to configure SSHR web pages to suit user requirements.

What are the advantages to the HR Department?

Potential selfservice activities in an HR department range from simpledata entry tasks, such as updating personal and educational details, to

13Overview of SelfService Human Resources

more complex tasks, such as informing employees of their currentvacation allowance and providing policy advice. With SSHR, theperson making an inquiry or wanting to change their personal detailscan find and manage this information themselves at littleadministrative cost to the HR department.

Another key advantage to the HR department is the accuracy ofemployeemaintained information. Employees have a vested interest inensuring their information is accurate, for example, to ensure that theirpay check is mailed to the correct address. Accurate and timely data isalso vital for HR reports. For example, you could use data on the skillsof your employees to create a report showing how these skills could bebetter deployed throughout the enterprise.

NonHR managers often have direct contact with employees andcustomers and can make informed, expert, and quick decisions. UsingSSHR, a manager can now make HR decisions even quicker. This canhelp reduce the number of rejected offers caused by delays in therecruitment process, and minimize the number of unfilled,nonproductive vacancies. Managers can also search for people withthe right skills if they have an unfilled vacancy, or find new work for anemployee.

SSHR enables HR managers to publish information on jobopportunities, company policies, and legislation advice to allemployees. A new dialog can be created between management andemployees which results in increased employee applications for jobs ortraining and increased accuracy of personal information stored onemployees. HR management can now be so easily accessible that avirtual HR manager is always at hand.

How can the HR Department control the selfservice activities available to each user?

The security controls responsibilities, menus, and security profiles used in standard Oracle applications also apply to selfservice users.The seeded SSHR menus (Employee Self Service V4.0 and Manager SelfService V4.0) are collections of functions intended for distinctaudiences. The employee functions are constrained to operate only onthe current selfservice users record; the manager functions allow theuser to select an employee from a list of available employees and carryout the required function.

The seeded SSHR responsibilities corresponding to each of these menusare useful for exploring the functionality delivered with the product,although they are not intended for production use. Instead, customerscan configure their own variations of these menus and responsibilities,combined with appropriate security profiles, to restrict different groupsof users to specific functions and employee groups.

14 Oracle SSHR 4.2 Implementation Guide

The Personalization Framework and Workflow Builder tools offerconsiderable flexibility in controlling the users access to specificfunctions and require that users transactions are approved before theyare committed to the database. You can also control the users access byconfiguring the base products. For example, Benefits eligibility profilesand enrollment requirements can determine which benefits anemployee can select from within the Benefits Enrollment function.

How can SSHR meet my enterprises unique business processes?

SSHR is highly configurable: you can configure web pages andpredefined business transactions. You can also create your ownbusiness processes. Although SSHR uses the design standards that arecommon to all Oracle applications, you can change the appearance ofthe web pages by adding your own logos and by changing field andradio button names. On some pages, you can choose which sections aredisplayed. If you want to highlight procedures that are specific to yourenterprise, you can customize the instructions that provide online helpfor users.

15Overview of SelfService Human Resources

Key Concepts in SelfService Human Resources (SSHR)This section defines some important terms used throughout thisImplementation Guide.

Definitions

AOL function

An AOL function is an item that can be added to a menu. The item cancall a screen or web page or be a hidden function.

See also: SelfService Function

Business Process

Produces the products and services that are recognized outside thebusiness area. They support the organizations objectives, criticalsuccess factors, or business objectives. They can be subdivided intosubprocesses, for example, the Change Hours workflow processconsists of the Work Schedule and Pay Rate subprocesses.

See: The Personalization Framework: page 72

MDS (Meta Data Services) Repository

An active repository that stores information on the appearance andbehavior of selfservice pages. Customers can configure changes to thedefinitions held in the MDS Repository using the PersonalizationFramework.

See: The Pesonalization Framework: page 72

Oracle Applications (OA) Framework

The OA Framework is the technical foundation for the OracleSelfService Applications (OSSWA).

Personalization Framework

The Personalization Framework allows you to configure the display ofOracle SelfService Web Applications (OSSWA) without having tomake any changes to the underlying code. Your configurations arestored in the MDS Repository and are preserved during upgrades.

Region

A region in the MDS Repository defines a section in a page in OracleSelfService Web Applications. The region is defined in terms ofelements such as fields and buttons.

SelfService Function

16 Oracle SSHR 4.2 Implementation Guide

Selfservice functions appear as menu options to the SSHR user. Thefunction determines how the selfservice modules are called. Forexample, the same selfservice module is used for Personal Informationfrom both the manager and employee menus but the functiondetermines whether the module is called in Employee or Managermode.

SelfService Module

A set of dynamic web pages and related components (for example,workflow process and definitions stored in the MDS Repository, storedprocedures). Examples include Personal Information, Competencies,and Assignment.

Transaction

A transaction is a logical unit of work such as a promotion or anassignment change. It may consist of several components, such aschanges to salary, locations, and grade, but all the components of atransaction must be handled as a unit to be either approved or rejected.

Workflow Builder

Oracle Workflow is embedded within SSHR and manages the flow ofinformation between the HR professional, the manager, the employee,and the applicant. You use workflow to control who and how theseparticipants take part in HR processes by modifying the underlyingprocess definitions.

See: SelfService Workflows: page 62

Workflow Function

A workflow activity which is defined as a function and which maps toa PL/SQL procedure that is executed by the Workflow Engine when itencounters this activity in the workflow process.

See: SelfService Workflows: page 62

Workflow Process

A workflow process is a series of activities linked by transitions. Eachactivity can be a function, a notification, or a subprocess.

17Overview of SelfService Human Resources

SelfService ModulesThis section provides a brief description of the delivered SSHRmodules. For available functions within each module, see theindividual sections on each module.

Summary of SSHR Modules

Note: In the tables below the Manager/Employee columnrefers to the type of activities that the responsibility would do,rather than a function that would specifically appear on aManager or Employee menu.

Absence Modules

Module Name Manager/Employee Workflowchainable/Approvals

Localization

Absences Both No/Yes Global

Benefits

Module Name Manager/Employee Workflowchainable/Approvals

Localization

Benefits Enrollment Both No/No Global

Benefits Enrollment Employee No/No Federal

Career and Performance Management

Module Name Manager/Employee Workflowchainable/Approvals