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2009 Oracle Corporation Proprietary and Confidential
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Introduction
XX Telecom is a $5 Billion group operating in US. It is one of the fastest growing enterprises in telecom
domain. Currently it operates only from US and has investments in other telecom companies operating in
other countries. As US telecom market is almost saturated, group is planning to increase their presence in
other countries. They plan to set up subsidiaries in other countries preferably fully owned. If local legislation
prevents setting up of fully owned subsidiary, they would prefer to operate with local partner as a major
stakeholder.
As of now their HR, functions are quite disintegrated and manual. They plan to implement a robust and
scaleable solution to integrate HR functions and effectively to support their aggressive expansion plans.
Business wants to maintain the master definition of organization, positions, grades, jobs, salary ranges,
competencies, qualification, schools and colleges, etc in order to reduce the data redundancies. Organization
and position hierarchy should also be defined in the oracle HR, which will be in turn used for defining the
security at various levels and approvals hierarchy.
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Assumptions
1. You can use the US HRMS Manager or US Super HRMS Manager responsibility. For this exercise, log in
as <user name/password> and use the US HRMS Manager responsibility.
2. You must have access to an Oracle Application Vision database or comparable training or test instance at
your site on which to complete this practice.
3. Replace XX with your initials or the unique group identifier provided by your instructor.
4. All Key Flex Field and office locations should be in place before defining the business group
Tasks
As mentioned in introduction, XX Telecom operates only from US. As of now, we need to create one business
group named XX Telecom (US) to cater to US legislation.
Apart from being a business group, XX Telecom (US) is also legal entity (GRE / Legal Entity) of the group.
There are few employees who work directly under the business group hence it will also be classified as HR
Organization.
Task: Define a business group XX Telecom (US) with following Information
Business group Classification will have following business group info along with the defined KFF
a. Short Name
XX_BG
Automatic
c.
Automatic
Automatic
e. Legislation code
United States
f.
USD
Currency
18
Solution
Responsibility, XX US Super HRMS Manager
1. Sign on the Personal Home Page User - <Enter User Name> and Password <Enter Password>
2. Navigate to Work structure > Organization
3. Set the effective date as 01-Jan-1990
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XX_BG
Automatic
Automatic
Automatic
Grade Flexfield
Job Flexfield
Position Flexfield
Competence Flexfield
Legislation code
United States
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USD
18
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Assumptions
1. You can use the XX US Super HRMS Manager responsibility. For this exercise, log in as <user
name/password> and use the XX US Super HRMS Manager responsibility.
2. You must have access to an Oracle Application Vision database or comparable training or test instance at
your site on which to complete this practice.
3. Replace xx with your initials or the unique group identifier provided by your instructor.
4. All the organizations, which are to be attached in the hierarchy, should be defined using organization
window.
Tasks
The highest level of an organizational unit set up in Oracle HRMS to represent the enterprise, as an employer
is the Business Group.
Following is the organization hierarchy, which is being in place in the XX Telecom (US) business group.
Business group here act as umbrella and all the organization falls under the business group. There is one
primary hierarchy, which represents the overall structure of the organization as a whole, and there can be
multiple secondary hierarchies as per the business need in the future. Primary hierarchy is as below.
XX Telecom (US)
XX Corporate
XX Administration
XX Finance
XX Human Resource
XX Payroll
XX Marketing
Task: Define Organization Hierarchy
Solutions
1. Sign on the Personal Home Page User - <Enter User Name> and Password <Enter Password>
2. Navigate to Work Structure > Organization > Hierarchy
3. Enter the desired information into the Name field. Enter "XX Primary Hierarchy".
4. Click the Primary option.
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6.
7.
Enter the desired information into the Date: From field. Enter "01-Jan-1990".
9. Click in the Name field and Go to Query mode by pressing F11 function key under name field
10. Enter the desired information into the Name field. Enter "XX Corporate".
11. Press [Ctrl+F11] to retrieve the value
12. Click in the Name field under subordinates block
13. Enter the desired information into the Name field. Enter "XX Human Resource" and press tab
14. Click the Save menu.
15. Enter the desired information into the Name field. Enter "XX Payroll".
16. Click the Save button.
17. Similarly add XX Administration and XX Finance
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18. Select XX Administration and click on Down arrow to attach the organization under XX Administration
organization
19. Enter XX Marketing under name field in subordinates section
20. Save the record
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Assumptions
1. You can use the XX US Super HRMS Manager responsibility. For this exercise, log in as <user
name/password> and use the XX US Super HRMS Manager responsibility.
2. You must have access to an Oracle Application Vision database or comparable training or test instance at
your site on which to complete this practice.
3. Replace XX with your initials or the unique group identifier provided by your instructor.
4. All the positions, which are to be attached in the hierarchy, should be in place.
Tasks
Each department has executives to take care of day-to-day activities. They report to manager who in turn is
responsible for operations of the department.
The organization follows a matrix based reporting model. Employees are expected to report to managers in
other departments. Company has one CEO position as single incumbent and all president position from
Finance, Human Resource and Marketing reporting to the CEO of the organization.
President Human Resource: This position manages Human capital of the company. All people related
departments managers such as Senior Manager HR reports to him and HR Manager Reports to the senior
Manager HR.
President Finance: This position looks after all finance and treasury related operations of the company. Senior
Finance Manager reports to this position and manager position of payroll, corporate reports to this position.
There are executive position, which reports to the managerial position of the payroll and corporate etc.
President Marketing: This position holder manages all the marketing strategies of the organization and there
is senior manager position, which reports to it.
Position Control
When a new position is requested in any department, it should go through approvals before it assigned to the
employees. This help finance to budget for the position and have proper control over the number of position in
the organization.
There is a specific role in the organization, which is authorized to create the position based on the request
from managers from various departments. The new position created in the organization should go through
approvals and validation checks of the financial impact and necessity of the position in the organization. Only
upon the approvals, the position can be assigned to the employees.
Task:
1. Setup Position Hierarchy
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Solutions
1. Sign on the Personal Home Page User - <Enter User Name> and Password <Enter Password>
Position Description
2. Navigate to Work Structure > Position > Description
3. Enter the following details to create the position
a. Effective Date
01-Jan-1990
b. Position Number
11
c.
01.President
Job Name
d. Organization Name
Finance
e. Type
Single Incumbent
f.
XX finance
Organization
g. Job
President
h. Status
Active
i.
FTE
j.
Head Count
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2009 Oracle Corporation Proprietary and Confidential
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16. select the "12.President Marketing" position and then click on the Down Arrow button
17. Enter the desired information into the Name field. Enter "10.Senior Manager Marketing".
18. Click the Save button.
19. Click the Up button.
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Position control
21. Navigate to Transaction Maintenance > Templates
22. Create the role template
a. Name :
XX Position Requester
b. Transaction Type
Position Transaction
c.
XX_POS_REQ
Short Name
d. Legislation
Global
e. Template Type
Role Template
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b. Transaction Type
Position Transaction
c.
XX_VIS_CORP_POS
Short Name
d. Legislation
Global
e. Template Type
task Template
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Position Requestor
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XX Business Rule
b. Short Name
XX_BUS_RULE
c.
XX Business Rule
Description
d. Category
Assignment Modification
e. Business Group
XX Business Group
f.
XX Primary Hierarchy
Organization Hierarchy
g. Starting organization
XX Corporate
h. Level
Error
i.
FTE Rule
Reference Rule
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Routing List
37. Navigate to Transaction Maintenance > Routing Lists
38. Give the list name as XX Routing Rule
39. Put the following details
a. Seq.
100
b. Role
XX Position Requestor
c.
SBOGART
User
200
b. Role
XX Position Approver
c.
RSINGH
User
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43. SBOGART create the new position, navigate to Work structure > Position > Position Transaction
44. Select the task as XX Create position
45. Provide the details of the position as discussed in point 3 and then put the routing information
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46. Once the position is created by requester, approver gets the notification to approve the position
47. To approve the position, navigate to Work Structure > Position > Position Transaction and query for the
position that needs to be approved. Go the routing and approve the position.
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Assumptions
1. You can use the XX US Super HRMS Manager responsibility. For this exercise, log in as <user
name/password> and use the XX US Super HRMS Manager responsibility.
2. You must have access to an Oracle Application Vision database or comparable training or test instance at
your site on which to complete this practice.
3. Replace XX with your initials or the unique group identifier provided by your instructor.
Tasks
Currently, company has following levels in place to define pay range for employees with US citizenship.
a. Executive
b. Manager
c.
Senior Manager
d. CEO
Each of the above mentioned levels are further classified into sub levels. Each level has minimum and
maximum range of pay defined. CEO level approval is required to offer out of the range pay to Employees.
Executives are classified on the sub level of 1 to 4. 4 is considered as the lowest cadre, whereas 1 as the
highest.
Managers and senior managers are put on the sub level of 1 to 3. Managers are given performance linked
pay in their salary package.
Presidents are classified on the sub level of 1 of senior manager. Presidents are normally eligible for some
elite benefits like car allowance, Education allowance and food allowance. They are also provided companysponsored house.
CEO is always classified as 1.
Employees based upon his/her grade should get the salary within the defined ranges. Basically, salary is
allocated to the employee based upon the negotiation with the HR but HR has to make sure that salary given
to the employee should be with the range of the grade allocated the employee.
Non US Citizen employees salaries are fixed based upon their grade steps. Each grade has three steps and
salary associated with it.
Grade structure remains same as like US employees for example Executives are classified on the sub level of
1 to 4. 4 is considered as the lowest cadre, whereas 1 as the highest. Now each grade will have 3 steps
associated to it.
For example 01.1.Executive grade has three steps as E1.1, E1.2 and E1.3, 1.3 being the lowest and 1.1
being the highest.
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Senior Manager
Task:
1.
2.
3.
4.
Solutions
1. Navigate to (N) Work Structures > Grade > Grade Rate
2. Enter the name as XX_Grade_Range and unit as Money
3. Save the record
Grade Name
01.1.Executive
01.3.Executive
Currency
US dollar
US dollar
01.4.Executive
US dollar
02.1.Management US dollar
Mid
Value
Minimum Maximum Value
From
1000
700
1500
1100
1-Jan-90
1000
700
1500
1100
1-Jan-90
1000
1200
700
900
1500
1700
1100
1300
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1-Jan-90
1-Jan-90
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1200
900
1700
1300
1-Jan-90
02.3.Management US dollar
1200
900
1700
1300
1-Jan-90
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Pay Scale
8. Work Structures > Grade > Pay Scale
9. Enter the desired information into the Name field. Enter "XX Executive Pay Scale".
10. Enter the Increment frequency Number as 1 and Per Period as Year
11. Save the information
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Sequence
E1.1
10
E1.2
15
E1.3
20
E2.1
25
E2.2
30
E2.3
35
Pay Value
13. Navigate to Work Structures > Grade > Point Values
14. Enter the name of Pay scale as Executive Pay Rate and unit as Money and pay scale as XX Executive
Pay Scale
15. Save the information
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Point
E1.1
E1.2
E1.3
E2.1
E2.2
E2.3
Currency
US dollar
US dollar
US dollar
US dollar
US dollar
US dollar
Value
From
900
1-Jan-90
1000
1-Jan-90
1100
1-Jan-90
1200
1-Jan-90
1300
1-Jan-90
1400
1-Jan-90
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22. Enter the value of Step, Point and From Date as.
23. Save the information after entering each row.
Step
Point
From
E1.2
01-Jan-1990
E1.3
01-Jan-1990
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2009 Oracle Corporation Proprietary and Confidential
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Assumptions
1. You can use the XX US Super HRMS Manager responsibility. For this exercise, log in as <user
name/password> and use the XX US Super HRMS Manager responsibility.
2. You must have access to an Oracle Application Vision database or comparable training or test instance
at your site on which to complete this practice.
Tasks
The development of employees throughout their employment with your enterprise is also important. Using
Oracle HRMS you can setup and maintain competence profiles, qualifications, school attendance and work
choices, efficiently managing your employee development.
Competencies: competencies are used to measure the skills of the employees. Company manages two
levels skill on the scale of 1 to 5. First level talks about category and the second level talks about the exact
skill within the category. For example, Category called Microsoft Office Suite can contain skills like Word,
Excel, Power point, etc.
Qualifications: Qualification including details of individual subjects, grades, licenses, status of ongoing
training and tuition fees. Before attaching the qualification at the employee level, the data of the qualifications
accepted in the organization are maintained as separate list as a master data.
School and Colleges: All authorized school and colleges are maintained as a master list, which is in turn
used by HR to assign to an employee. By maintaining master data, one reduces the redundancy in the data
largely.
Task:
1.
2.
3.
4.
Define Competence
Add Competence to an employee competence profile
Define Qualification types
Define Schools and Colleges
Solutions
1. Sign on the Personal Home Page User - <Enter User Name> and Password <Enter Password>
Competency
2. Navigate to Career Management > Competencies
3. Click on New Button to create a new competency
4. Select the Scope as Local
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Qualification Types
13. Navigate to Career Management > Qualification Types
14. Enter the Name as Masters Degree, Category as Degree and Rank as 5
15. Save the information
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Assumptions
1. You can use the XX US Super HRMS Manager responsibility. For this exercise, log in as <user
name/password> and use the XX US Super HRMS Manager responsibility.
2. You must have access to an Oracle Application Vision database or comparable training or test instance at
your site on which to complete this practice.
3. Replace xx with your initials or the unique group identifier provided by your instructor.
Tasks
Company maintains the various documents of the employee to keep track of their previous employer details,
work permit/ visa details etc. All employee/ HR have the access of these documents so whenever required by
any statutory body or management HR or employee can take out the document from oracle and pass it to the
respective authority without any delay.
HR wants to restrict the document category based upon the responsibility. For example, XX US Super HRMS
responsibility, which is being used by HR super user, should have the access of the reliving letter of an
employee.
Various categories of document which organization is maintaining at employee level are
Offer Letter
Reliving Letter
Business Visa
Dependent Visa
Work Visa
Resume
Task:
1.
2.
3.
4.
Solutions
4. Sign on the Personal Home Page User - <Enter User Name> and Password <Enter Password>
Document Type
5. Navigate to Application Developer > Flex field > Descriptive > Segments
6. Search for Extra Document Information DFF
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Enter the desired information into the Code field as "RELIEVING_LETTER", Name as "Relieving Letter"
and description as Relieving Letter from Previous Companies
9. Click the Segments button. Enter the following information for segments
Number
Name
Window Prompt
Column
10
Company Name
Company Name
DEI_INFORMATION1
20
Years
Experience
Years of Experience
DEI_INFORMATION2
of
Value Set
NUMBER_25_2
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Document Type:
Country Code
Description
Category Code
Authorization Required
RELIVING_LETTER
"United States".
"Reliving Letter from Previous Employers".
"HR Information"
Yes
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Document Subcategories
21. Navigate to Other Definitions > User Types and Statuses Tables
22. Search for the DOCUMENT_CATEGORY
23. Search for HR Information ,enter Description as Reliving Letter and code as REL_LET
24. Save the information
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Country Name
United States
Document type
RELIVING_LETTER
Valid From
01-Jan-2011
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