Create Organizations

Platform: R12, 11.5

Understanding the ‘Organization’ window

[caption id="" align="alignnone" width="617" caption="The Organization window"][/caption]

The ’Organization’ window consists of the following sections:

1. Name: The name of the Organization
2. Type: This is a lookup that you user can define (ORG_TYPE)

(Document on Lookups to follow)

3. Date: Effective Date. This can also be changed manually while creating the organization.
4. Location: Location Details and Address
5. Descriptive Flexfield: You can configure the ‘Location Address’ Descriptive Flexfield if required.

Refer to document ‘Identify Descriptive Flexfield’ to know which DFF to setup.

6. Organization Classifications: This will determine what type of organization this is and how the entity will behave in the application depending on the role it plays. An organization may have several classifications attached to it.

For example, an organization may have people registered for it and may at the same time be maintaining stock and act as a training center. In that case, the organization will have to be classified as:

1. HR Organization so that employees may be assigned there


2. Inventory Organization so that items may be assigned to it


3. Training Organization so that the organization may be available as a training center.

(More to follow on each Organization type – refer to respective applications).

7. Others: Depending on the classification, Additional Information may have to be entered.

Setup Organization

1. Create Location

Inventory --> Setup --> Organizations --> Locations



[caption id="" align="alignnone" width="632" caption="Location"][/caption]





Location is a shared between HRMS, Inventory and Purchasing. Some of the fields not used by HRMS are disabled when Inventory and Purchasing is not installed.

Setting the scope as ‘Global’ means the location is shared across all Business Groups. Setting the location as ‘Local’ will make the location available only for the Business Group in question.

Select the scope and give the location a name.



Address Details



[caption id="" align="alignnone" width="605" caption="Address Details"][/caption]





Choose the appropriate address style and enter the address of the location. If you have defined your own address style then you can choose it here.

Refer to the following document:

Create Custom Address Style (Document to follow)



Shipping Details



[caption id="" align="alignnone" width="604" caption="Shipping Details"][/caption]





This tab is important if you are using Inventory and Purchasing. Otherwise accept the default values.



Other Details



[caption id="" align="alignnone" width="605" caption="Other Details"][/caption]

2. Create Organization

Inventory --> Setup --> Organizations --> Organizations






[caption id="" align="alignnone" width="707" caption="Organization"][/caption]




Alter effective date to a default date in the past or the organization creation date. Give a name to the Organization. Attach the location previously created. The location address gets automatically populated

Save the Organization.

3. Organization Classification

Look up the Organization classification. Ensure the 'enabled' checkbox is checked. Save. Click on other to enter the Extra Information (Additional Organization Details) as appropriate.

Shameem Bauccha

24 June 2009

HRMS - Enter and Maintain People Form

Oracle HRMS offers the ‘People Form’ as the main point of data entry. A thorough understanding of the ‘People Form’ is a good starting point for those new to Oracle HRMS.

Note that you can use the ‘Enter and Maintain’ form to create and maintain the following person types:

1. Employee


2. Applicant


3. Contingent Worker

HRMS Super User --> People --> Enter and Maintain

[caption id="" align="alignnone" width="752" caption="Enter and Maintain People Form"][/caption]

The form consists of 3 sections: the main page, the tabs and buttons.

Main Page

• Name Section

Here you input the name of the employee/applicant.

• Action

Action allows you to create a person (whether it is an employee, an applicant or a contingent worker).

• Person Types

Based on the action you have taken, the person type appears here. In case you have customized the person types, your customized person type will appear instead.

(See ‘Person Types’ --> Document to follow)

• Identification

This section stores 2 identifications. The first column is for the company identification number of the person (employee number, for example.). The ‘National Identifier’ can be any identifier used ay national legal like National Identity Card Number or Social Security Number.

The employee number can be automatically generated, manually input or generated based on a custom function according to your setup.

• Effective Dates

This refers to the effective date of the creation of the record. In case of an employee it will refer to the hiring date. In case of an applicant it will be the date the applicant was received. In the case of a contingent worker it will be the date as from which the billable time for the person begins.

It is crucial to first date-track to the appropriate date before actually begin to create a record on Oracle HR.

• Descriptive Flexfield

This descriptive flexfield allows you to extend the Main Page.

Tab Pages

• Personal

At this level you put further personal information like date of birth, nationality and marital status. Note that although date of birth is not a mandatory field, it is required if you want to register the person on Oracle Payroll. All the lookups like ‘Nationality’, ‘Marital Status’ can be customized (with seeded values enabled/disabled and new values added) to meet client requirements.

• Office Details

[caption id="" align="alignnone" width="727" caption="Office Details"][/caption]

• Applicant

[caption id="" align="alignnone" width="721" caption="Applicant"][/caption]



You can hold the application of a candidate.

• Further Name

[caption id="" align="alignnone" width="723" caption="Further Name"][/caption]

• Other

Push buttons

• Address

This button opens a pop-up window where you can choose your address style and input your address accordingly.

Note that you can define your own address styles.

(See ‘Address Styles’ --> Document to follow)

• Picture:

This button opens a web page where you can attach a photo of the person.

• Assignment:

This button opens the ‘Assignment’ form. This will be taken in more details in a post to follow soon.

(See ‘Assignment’ --> Document to follow)

• Special Info

Special info is a Key Flexfield that you can define and enable (Personal Analysis Key Flexfield). You can use Special Info to record any structure that is not directly available on the standard ‘Enter and Maintain’ People Form and not directly extensible through the DFFs available on the screens.

This will be taken up in subsequent posts.

(See ‘Define Special Info’ --> Document to follow)

• Others:

This button brings a list of values that link to additional forms and refer to additional functions that you can record for a person, for example ‘Medical Information’, ‘Phone Numbers’ etc.

(See ‘HR Functions - Others’ for the list of functions available--> Document to follow)

Shameem Bauccha

22 June 2009

Click here to download the document.

Oracle Apps - R12 - Core HR Lookups

There are a list of Lookups that are available in core HR and that you can extend for your own purpose.

See below the list of lookups and their purpose:

LOOK UP CODE	DESCRIPTION
TITLE	Represents TITLE in People Screen.
SEX	Represents Gender in People Screen.
PERSON_TYPE	Represents Person Types in People Screen.
ORG_TYPE	Represents the Organization Type.
MAR_STATUS	Represents Marital Status in People Screen.
NATIONALITY	Represents Nationality in People Screen.
REGISTERED_DISABLED	Represents Registered Disabled in People Screen.
ADDRESS_TYPE	Represents Address Type in People Screen.
ABSENCE_CATEGORY	Represents Absence Category in Absence Screen.
ABSENCE_REASON	Represents Absence Reason in Absence Screen.
APL_ASSIGN_REASON	Represents Assignment Change Reason in Application Screen.
APL_INTERVIEW_TYPE	Represents Interview Type in Interview Screen.
EMP_EVENT_TYPE	Represents Type in Bookings Screen.
PER_CM_MTHD	Represents Delivery Methods in Communication Delivery Methods Screen.
PROFICIENCY_SOURCE	Represents Source of Proficiency Rating in Competence Profile Screen.
CERTIFICATION_METHOD	Represents Source of Certification Method in Competence Profile Screen.
CONTACT	Represents Relationship Type in Contact Screen.
CONTRACT_TYPE	Represents Contract Type in Contract Screen.
CONTRACT_STATUS	Represents Contract Status in Contract Screen.
CONTRACT_STATUS_REASON	Represents Contract Status Reason in Contract Screen.
DOCUMENT_STATUS	Represents Document Status in Contract Screen.
CONTRACT_START_REASON	Represents Contract Start Reason in Contract Screen.
CONTRACT_END_REASON	Represents Contract End Reason in Contract Screen.
DISABILITY_CATEGORY	Represents Disability Category in Disability Screen.
DISABILITY_REASON	Represents Disability Reason in Disability Screen.
TERM_APL_REASON	Represents Reason for Ending an Application in End Application Screen.
LEAV_REAS	Represents Leaving Reason in End Employment Screen.
CONSULTATION_TYPE	Represents Consultation Type in Medical Assessment Screen.
CONSULTATION_RESULT	Represents Consultation Result in Medical Assessment Screen.
PHONE_TYPE	Represents Phone Type in Phones Screen.
PER_SUBJECT_STATUSES	Represents Status of Qualification in Qualifications Screen.
PER_SUBJECT	Represents Subject in Qualification Screen.
PER_WORK_HOURS	Represents Work Hours in Work Preferences Screen.
PER_WORK_SCHEDULE	Represents Work Schedule in Work Preferences Screen.
PER_FTE_CAPACITY	Represents FTE Capacity in Work Preferences Screen.
VACANCY_CATEGORY	Represents Vacancy Category in Requisition and Vacancy Screen.
VACANCY_STATUS	Represents Vacancy Status in Requisition and Vacancy Screen.
REC_TYPE	Represents Source Type for Recruitment Activity in Requisition and Vacancy Screen.
FREQUENCY	Represents Frequency for Review Salary, Review Performance, and Working Hours in Assignment Screen.
QUALIFYING UNITS	Represents Units for Probation Period and Notice Period in Assignment Screen.
PQP_EMPLOYER_TYPE	Represents Employer Type in Employment History Screen.
PQP_EMPLOYER_SUBTYPE	Represents Employer Sub Type in Employment History Screen.
DOCUMENT_CATEGORY	Represents Document Category in Documents of Record Screen.

Oracle Apps - R12 - High Level Setup for Core HR

Basic Administration Checklist

Define the following Key Flexfields

1. Job (Human Resources)


2. Position (Human Resources)


3. Grade (Human Resources)


4. Competence (Human Resources)


5. People Group (Payroll)


6. Cost Allocation (Payroll)

Define Descriptive Flexfields where required:

1. Additional Job Details (Human Resources)


2. Additional Position Details (Human Resources)


3. Additional Organization Unit Details (Human Resources)

Complete the following Work Structures Checklist:

1. Define Locations


2. Define Business Group


3. Define Other Organizations


4. Define Organization Hierarchies

Define Roles

1. Define Jobs


2. Define Positions


3. Define Grades


4. Define Position Hierarchies

Person Types and Assignment Statuses

1. Define Person types


2. Define Assignment Statuses for Employees

Profile Options & Lookups

1. Set Profile Options


2. Configure Lookups if required

Localization

1. Run International HRMS setup (if required)

Shameem Bauccha

18 June 2009