05.ebs r12.1 hcm 5 core hr others

8/15/2019 05.Ebs r12.1 Hcm 5 Core Hr Others

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For Oracle employees and authorized partners only. Do not distribute to third parties.© 2012 Oracle Corporation – Proprietary and Confidential -1-

Oracle E-Business Suite R12 Human Capital Management (HCM)Essentials Partner B t Camp !raining C urse"are

HR Ot#er C mp nents


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The following is intended to outline ourgeneral product direction. It is intended forinformation purposes only, and may not beincorporated into any contract. It is not acommitment to deliver any material, code, orfunctionality, and should not be relied upon inmaking purchasing decisions.

The development, release, and timing of any

features or functionality described for Oracle sproducts remains at the sole discretion ofOracle.

!afe "arbor !tatement


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$se of this !ite %&!ite'( or )aterials constitutes agreement with the following terms andconditions*

1. Oracle +orporation %&Oracle'( is pleased to allow its business partner %& artner'( todownload and copy the information, documents, and the online training courses%collectively, &)aterials ( found on this !ite. The use of the )aterials is restricted to the non-commercial, internal training of the artner s employees only. The )aterials may not be usedfor training, promotion, or sales to customers or other partners or third parties.

2. ll the )aterials are trademarks of Oracle and are proprietary information of Oracle.artner or other third party at no time has any right to resell, redistribute or createderivative works from the )aterials.

#. Oracle disclaims any warranties or representations as to the accuracy or completeness ofany )aterials. )aterials are provided as is without warranty of any kind, either e0press orimplied, including without limitation warranties of merchantability, tness for a particularpurpose, and non-infringement.

. $nder no circumstances shall Oracle or the Oracle uthori3ed 4elivery artner be liablefor any loss, damage, liability or e0pense incurred or su5ered which is claimed to haveresulted from use of this !ite of )aterials. s a condition of use of the )aterials, artneragrees to indemnify Oracle from and against any and all actions, claims, losses, damages,liabilities and e0penses %including reasonable attorneys6 fees( arising out of artner s use ofthe )aterials.

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R12$ Oracle HRMS


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M %ule$ C re HR$ Ot#ers$


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For Oracle employees and authorized partners only. Do not distribute to third parties.© 2012 Oracle Corporation – Proprietary and Confidential -=-

,odule Ob ecti$es

&ser 'e ine% !a les

HR Securit* Pr ile

HR + ,up

rms C n igurati n . !as, l "sMenus an% uncti ns

Pr /ect 0cc unting

C n igure e* le iel%s

C n igure SI! an% EI!

HRMS Pr ile Opti ns


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For Oracle employees and authorized partners only. Do not distribute to third parties.© 2012 Oracle Corporation – Proprietary and Confidential ->-

Date #rac%in

O3er3ie") Date trac%ed records display data dependin on the date from &hich

you are $ie&in the data.) Date on &hich you are &or%in on the data can be set in the 3 lter

4ffecti$e Date5 &indo& and can be referred by the term #oday.) Date trac%ed form prompts a number of choices &hen you update or

delete a record.) Prompts displayed durin the /pdation of a record are

) CO((4C#6O7 and /PD #4) 67+4(# and (4P8 C4 appears alon &ith CO((4C#6O7 7D

/PD #4 in case of future chan ed record) Prompts displayed durin the Deletion of a record are

) 47D D #49 P/( 49 889 74:# C' 7 4


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Date #rac%in

' ate !rac,ing) ;7< People = 4nter and ,aintain = ; lter 4ffecti$e Date


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&P'0!E ! /pdated $alues are &ritten as a ne& record effecti$e fromthe datetrac% date until @1!Dec!AB12. #he pre$ious record is end dated

one day prior to the datetrac% date.);7< People = 4nter and ,aintain = ssi nment(ecord efore /pdate?

fter /pdate ;4ffecti$e Dates Only<

Date #rac%in


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) *hen a record bein updated has future chan es9 then system &illprompt the follo&in options ?

) 67+4(##he chan es that are bein made &ill be in effect until the effecti$eend date of the current record.

) (4P8 C4

#he chan es that are bein made &ill be effecti$e until theeffecti$e end date of the last record in the future i.e. all the futurechan es &ill be deleted.

Date #rac%in


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'ate !rac, - 'elete) Deletin a date trac%ed record9 &ill prompt the user different options

as belo& ?) 47D D #4– +ets the effecti$e end date of the record as #oday5s date) P/( 4 – Deletes all records) 88 – Deletes all future chan es to the current record and sets the

effecti$e end date of the current record to @1!D4C!AB12) 74:# C' 7 4 – Deletes the ne t chan e to the current record and

sets the effecti$e end date of the current record same as the effecti$eend date of the deleted ro&.

Date #rac%in


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,odule Ob ecti$es

&ser 'e ine% !a les

'ate !rac,ing

HR + ,up

HRMS Pr ile Opti ns

rms C n igurati n . !as, l "sMenus an% uncti ns

Pr /ect 0cc unting




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For Oracle employees and authorized partners only. Do not distribute to third parties.© 2012 Oracle Corporation – Proprietary and Confidential -1@-

'( +ecurity ProfileO3er3ie") +ecurity Profile &ill

) (estrict access to the person type records.) llo& access to be restricted usin $arious criteria5s li%e Or anization

'ierarchies9 Positions9 Position 'ierarchies9 Payrolls9 +uper$isors9+uper$isor 'ierarchies9 ssi nments etc.

) llo& different restrictions to be combined to create a set of rules.

) Creatin a business roup &ill automatically create a >ie&! ll +ecurityProfile) lobal +ecurity Profile helps users to &or% on data across multiple

business roups) +ecurity Profile is lin%ed to a responsibility and determines the access of

the records to the holder of this responsibility.) +ecurity 8ist ,aintenance Process maintains the list of or anizations9

positions9 employees etc that a security profile holder can access. #hisprocess should be scheduled to run e$ery ni ht.


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'( +ecurity Profile'e ine HR Securit* Pr ile 5 P siti n Securit*) +ecurity restrictions can be based on position hierarchy.

;7< +ecurity = Profile


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'( +ecurity ProfilePa*r ll Securit*) ccess to employee and applicant records can be restricted by Payroll.

/sers &ho ha$e this security can see only records of the employees&ho are on the Payrolls listed in the Payroll +ecurity.;7< +ecurity = Profile


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'( +ecurity ProfileSuper3is r Securit*) +uper$isor +ecurity permits access to a super$isor hierarchy. 6t can be

either person based or assi nment based.) Person ased +ecurity ? +uper$isor can see all the assi nments of

direct indirect reports.) ssi nment ased +ecurity ? +uper$isor 'ierarchy &ill be based on the

lo in in super$isor5s assi nment.

) 7umber of hierarchy le$els can be limited. #his &ill help to impro$eperformance since the hierarchy is enerated at the start of the session.


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'( +ecurity ProfileRun Securit* +ist Maintenance Pr cess) ;7< Processes and (eports = +ubmit Processes and (eports = +in le

(e"uest


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'( +ecurity Profile

0ttac# Securit* Pr ile) +ecurity Profile must be lin%ed to a responsibility to determine the

access to the user. #his can be done usin the profile 3'( ? +ecurityProfile5 or ssi n +ecurity Profiles &indo&.

) '(? +ecurity Profile is used &hen +ecurity roups 4nabled security isnot used.

) ssi n security profile is used &hen +ecurity roups 4nabled securityis used.

) 6n the +ecurity roups 4nabled +ecurity ,odel9 a +ecurity roup isautomatically created for e$ery business roup &hen you run the4nable ,ultiple +ecurity roup Process.


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'( +ecurity Profile0ssign Securit* Pr ile) ;7< +ystem dministrator = Profile = +ystem


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'( +ecurity Profile0ssignment Securit* Pr ile) 4nables you to search for security profile assi nments that ha$e

already been setup.) Clic% on 7e& to setup a ne& security profile assi nment) ;7< +ecurity = ssi n +ecurity Profiles


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'( +ecurity Profile0ssign Securit* Pr ile) ssi n +ecurity profile lin%s the user9 responsibility and business

roup.) /ser can then lo on usin the (esponsibility and +ecurity roup

pairin .) ;7< +ecurity = ssi n +ecurity Profiles = ;7e&<


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Confi ure Eey Fle Fields

O3er3ie"

) Fle field is a structure a$ailable in '(,+9 &hich enables you tocustomize a particular fields a$ailable in Oracle '(,+ &indo&. Fore ample9 structure of ob field a$ailable on ssi nment &indo& &ould$ary from Or anization to Or anization. Oracle '(,+ enables you tocustomize ob field usin fle field concept. #here is no pro ramminre"uired to achie$e this.

) Fle field contains multiple se ments and each se ment can be$alidated independently.

) Eey fle field allo&s you to store additional information for an e istin%ey ;field< in &indo&. For e ample9 ob and position Eey fle field in

ssi nment &indo&


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+ome of the Eey Fle field in '(,+ are mentioned belo&?) ob

) Position) rade) Competence) People roup) Cost llocation

#he structure of fle fields includes?) Fle field name) +e ments) +e ment >alue) >alue sets

) Gualifier


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e* le iel%;7< pplication = Fle field = Eey = +e ments



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,odule Ob ecti$es

HR Securit* Pr ile

'ate !rac,ing

HR + ,up

HRMS Pr ile Opti ns

rms C n igurati n . !as, l "s

Menus an% uncti ns

Pr /ect 0cc unting



f d bl


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/ser Defined #ables

O3er3ie") /ser Defined #ables allo&s you to setup your o&n tables to hold

data li%e +hift (ates9 ,edical Premium (ates etc.) Data held in /D# can be accessed from formulae5s or forms or

reports.) Fe& le islations pro$ide predefined /D#5s to hold $alues for Payroll

calculations.) #ables can be set up usin the #able +tructure &indo&.) >alues can be set up usin the #able >alues &indo&.) Data held in the /D#5s are date trac%ed and hence9 you can delete

e istin entries or ro&s and add ne& ones as of effecti$e date.

f d bl


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/ser Defined #ables'e ine !a le Structure) #able definition &ill include the ro&s and columns li%e a matri .

) ;7< Other Definitions = #able +tructure

/ D fi d # bl


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/ser Defined #ables

!a le C lumns) ;7< Other Definitions = #able +tructure = Columns


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/ D fi d # bl


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/ser Defined #ables'e ine !a le 8alues) ;7< Other Definitions = #able >alues

d l Ob ti$


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,odule Ob ecti$es

&ser 'e ine% !a les

HR Securit* Pr ile

'ate !rac,ing

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Pr /ect 0cc unting



'( 8 %


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'( 8oo%upsO3er3ie") 8oo%up is a list of $alues for specific information.

) +pecific information for &hich list of $alues e ists is called 8oo%up#ype e. . ,arital +tatus

) 4ach >alue in the loo%up type has a code9 meanin 9 le islati$e ta 9effecti$e dates.

) #a is used to identify loo%up codes that are specific to thele islation.

) ccess 8e$el of the loo%up types determines the ability to add ne&codes or disable the supplied codes.

) /ser – 7e& codes can be added and supplied codes can be disabled.) 4 tensible – 7e& codes can be added9 but supplied codes cannot be

disabled.) +ystem – 7e& codes cannot be added or +upplied Codes cannot be

disabled.

'( 8 %


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'( 8oo%ups

'e ile HR + ,ups) ;7< Other Definitions = 8oo%up #ables

d l Ob ti$


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,odule Ob ecti$es

&ser 'e ine% !a les

HR Securit* Pr ile

'ate !rac,ing

HR + ,up

HRMS Pr ile Opti ns


Menus an% uncti ns

Pr /ect 0cc unting



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O3er3ie"

) part from Eey and Descripti$e fle fields9 Oracle '(,+ allo&s you tocreate information types to store additional information. #heseinformation types are enerally a$ailable for a particular &indo&9&hich carry their o&n title.

) For e ample9 you can desi n an information type for people &indo&to store HCompany car detailsI9 &hich &ould store follo&in se ments?) ,odel) ,a%e) Jear of manufacturin) ,ilea e run

) #here are t&o types of information types9 +pecial 6nformation #ype

;+6#< and 4 tra 6nformation type ;46#<


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Special In rmati n !*pe (SI!)

) +6# is a Eey fle field9 &hich enables you to set up user defined fieldsfor recordin additional information.

) Personal nalysis %ey fle field need to be used to confi ure +6#. +6#can also be enabled at ob and position +creen.

) +6#s are dated9 it means each +6# combination &ill ha$e start and

end date.) Once +6# is confi ured9 it needs to be enabled for a particular entity

such as ob and Position.


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Special In rmati n !*pe (SI!) C nt%99

;7< pplication = Fle field = Eey = +e ments


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C n igure SI! an% EI!Ena ling SI!

;7< Other Definition = +pecial 6nformation #ypes


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C i SI! % EI!


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E tra In rmati n !*pe (EI!) c nt%99;7< pplication = Fle field = Descripti$e = +e ments


C i SI! % EI!


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C n igure SI! an% EI!Registering EI!:s;7< Processes and (eports = +ubmit Processes and (eports


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odule Ob ecti$es


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,odule Ob ecti$es

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'( + Profile Options


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(,+ Profile Options

O3er3ie") Profiles are set of options that affect the &ay the application beha$es.

) Profile Options can be set at +ite9 pplication9 (esponsibility and/ser 8e$els.) +ite – +ettin s apply to all users at the installation.) pplication – +ettin s apply to any responsibility associated &ith

the application.) (esponsibility – +ettin s apply to users lo ed on usin the

responsibility.) /ser – +ettin s apply to the specific users.

) +ome Profile Options are as listed belo& ?

) '( ? usiness roup) Determines the business roup assi ned to the responsibility.



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(,+ Profile Options

) '( ? Guery Only ,ode) +et Jes9 to pro$ide $ie& access to all '( and Payroll forms

) Date #rac% ? 4nabled) Controls &hether the date trac% feature is a$ailable for the

application.) '(? +elf +er$ice '( 8icensed

) Controls &hether the customer has +elf +er$ice '(,+ 8icense.) '(? /se #itle in PersonKs Full 7ame

) 4nables to remo$e #itle from Person5s Full 7ame.) '( ? +elf +er$ice +a$e For 8ater

) Controls &hether the +a$e For 8ater button is displayed in allpa es in +elf +er$ice.



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(,+ Profile Options

Set Pr ile Opti n) ;7< +ystem dministrator = Profile = +ystem

odule Ob ecti$es


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Forms Confi uration - #as% Flo&s


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Forms Confi uration #as% Flo&s'e ine !as, l "s) #as% Flo&s can be defined in Define #as% Flo& &indo&.

) 4 istin tas% flo&s can be copied to a ne& tas% flo&.) ;7< +ecurity = #as% Flo& Definitions



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Forms Confi uration #as% Flo&s+in, !as, l "s t Menu) Define a ne& function for the first form in the #as% Flo& &ith

parameters field as *O(EF8O*L7 ,4 M Htas% flo& nameI and thenlin% this function to the menu from &here the tas% flo& needs to beaccessed.

) ;7< pplication = Function



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o s Co u at o as% o&sPe ple Management C n igurat r ) People ,ana ement Confi urator is a tool to desi n &indo&s to

capture essential information9 thereby sa$in data entry time andreducin errors.) Oracle '(,+ has predefined templates &hich can used as a uide for

ne& template creations.) Durin the desi n of the ne& &indo& you can

) Choose the component &indo&s ! +ummary9 Find 9 ,aintenance to bedisplayed

) Choose the #abs9 Fields and uttons to be displayed.) Choose to default $alues in the fields.) +etup data restrictions li%e for e. . 4mployee only

) 4nable display of datetrac% history in date trac%ed fields.) dd dditional fields to the People ,ana ement *indo&



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'e ine Pe ple Management C n igurat r ) ;7< +ecurity = Forms Confi urator

,odule Ob ecti$es


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, $

&ser 'e ine% !a les

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,enus and Functions


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,'e ine uncti n) ;7< +ystem dministrator = pplication = Function

) /ser 7ame is a uni"ue name that describes the function

,enus and Functions


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,

'e ine uncti n) ;7< +ystem dministrator = pplication = Function

) Clic% on Properties tab) #ype describes the function5s use e. . Form9 +ub function9 +P etc


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,enus and Functions


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'e ine Menus) ;7< +ystem dministrator = pplication = ,enu

,odule Ob ecti$es


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&ser 'e ine% !a les

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Pro ects ccountin


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AQ&


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