HRMS Implementation Checklist

Basic Administration Checklist

   Define Key Flexfields

•  Specify Key Flexfield Structures for Business Group

•  Define Job Flexfield

•  Define Position Flexfield

•  Define Grade Flexfield

•  Define People Group Flexfield

•  Define Cost Allocation Flexfield

   Define Descriptive Flexfields

•  Specify Descriptive Flexfield Contexts

•  Define Descriptive Flexfields

   Administration

•  Enable Currencies

•  Define 'View All' HRMS User

•  Run Grant Permissions To Roles Process

•  Define QuickCode Values

   Application Data Export (ADE) and Hierarchy Diagrammers

•  Set Up ADE

•  Control Access to the Hierarchy Diagrammers

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Work Structures Checklist

   Define Organization Structures

•  Define Locations

•  Define Business Group

•  Create 'View-All' access to the Business Group

•  Define Organizations

•  Define Organization Hierarchies

   Define Roles

•  Define Jobs

•  Define Positions

•  Define Primary Position Reporting Hierarchy

   Define Grade Related Information

•  Define Grades

•  Define Grade Rates

•  Define Pay Scales

•  Define Progression Point Values

•  Define Grade Scales

   Define Payroll Information

•  Define Payment Methods

•  Define Payroll Groups

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Compensation and Benefits Checklist

   Define Input Value Validation

•  Define New QuickCode Types

•  Define QuickCode Values

•  Define User Tables

•  Define Element Validation Formulas

   Define Compensation and Benefits for Information

•  Define Elements and Input Values

•  Define Element Links

   Salary Administration

•  Define Proposal Reasons and Performance Ratings

•  Activate Salary

•  Define Salary Bases

•  Define Element Links for Salary

   Element Sets

• Define Element Sets

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People and Assignments Checklist

   Person Types and Assignment Statuses

•  Define Person Types

•  Define Assignment Statuses for Employees

   Special Personal Information

•  Define Personal Analysis Key Flexfield Structures

•  Register Special Info Types for the Business Group

   Recruitment

•  Define Assignment Statuses for applicants

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Career Management Checklist

   Methods of Measurement and Creating Competencies

•  Create Rating Scales

•  Create Competencies

•  Group Competence Types

   Competence Requirements

•  Create Competence Requirements

   Use Function Security to Customize Oracle Training Administration (OTA)

•  Set Up Activity Security (OTA)

   Qualification Types and Establishments

•  Create Qualification Types

•  Create Establishments

   Assessment and Appraisal

•  Create Assessment Templates

•  Create Appraisal Questionnaires

•  Create Appraisal Templates

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Specific Business Functions Checklist

   Absence Management /Accruals of Paid Time Off (PTO)

•  Define an Absence Element to Record Time Taken

•  Define Element Links for the Absence Element

•  Define the Accrual Plan with an Absence Element

•  Define Element Links for the Accrual Elements

•  Define Absence Reasons

•  Associate an Absence Type with the Absence Element

   Human Resource Budgets

•  Define QuickCode Values

•  Define Period Types

•  Define Budgetary Calendars

•  Define Budgets

   Evaluation Systems

•  Define Evaluation Types

•  Define Valid Grades for Jobs

•  Define Valid Grades for Positions

   Requirements Matching

•  Define Requirements for Jobs

•  Define Requirements for Positions

   Career and Succession Planning

•  Modelling Career and Succession Planning Based on Jobs

•  Modelling Career and Succession Planning Based on Positions

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Control Checklist

   Define Reports and Generate Standard Letters

•  Write New Reports

•  Register Reports as Concurrent Programs with SRS

•  Define Report Sets

•  Create Standard Letters for use with Concurrent Processing

•  Create Standard Letters for use with Application Data Export (ADE)

•  Create Standard Letters for use with Microsoft Word

   Define User Security

• Create Oracle IDs

• Register Oracle IDs

• Define Security Profiles

• Run Generate Secure User Process

• Run Security List Maintenance Process

• Define Form Customizations

• Define Task Flow Nodes

•  Define Task Flows

•  Define Menu Functions

•  Define Menus

•  Define Report Security Groups

•  Define Responsibilities

•  Define Application Users

•  Define HR User Profile Options