R12 HRMS Setups
Open R12 Login Page
Click on Login .
Select the Responsibility ‘ System Administrator’.
Create a Responsibility for HRMS Manager :
Navigation :
System Administrator →
Security →Responsibility →Define
The following page appears :
Press ‘F11’ and query with ‘ Golbal Super HRMS Manager’ and
press ‘Ctrl+F11’.
Save it and close it.
Create a user with ur
name
Navigation :
Give some name for the user and give a password .
Attach your ‘ Human Resources’ Responsibility.
And also attach ‘ Application Developer’ and ‘ System Administrator’.
Logout of ‘ Operations ‘ and login with your username and password.
Click on ‘Login’.
Give the Old password and new password and confirm the new
password.
And click on ‘Submit’.
Click on your “ Human Resources’ responsibility .
Specify the 6 Key
Flexfield Structures that must be defined before you can define a Business Group in Oracle HRMS. These are:
Job (Oracle HR)
Position (Oracle HR)
Grade (Oracle HR)
People Group (Oracle Payroll)
Cost Allocation (Oracle Payroll)
Competency Flexfield (Oracle HR)
Specify your requirements for the Key Flexfields specified
above. The specification must include
the following details for each Key Flexfield:
The Structure Name and the number of Segments
The Flexfield Segment Names, Order, Validation Options and
Qualifiers
The Flexfield Value Sets to be used and any lists of values
The sequence of implementation for each Flexfield is as
follows:
Define Key Flexfield Segments
Define Flexfield Segment Values
Define Flexfield Value Sets
Define Key Flexfield Cross-Validation Rules
Define Key Flexfield Aliases
Freeze and Compile Key Flexfield Structure
Populate Flexfield value sets and list of values
Navigation : Application Developer→ Flex Fields→ Key →
Segments
Flex field Qualifiers are mandatory for Competence Flex
field ( Human Resources) and Cost Allocation ( Pay Roll) .
The important point which must do while defining flex fields
is to Freeze and compile each and every Flex Fields after defining
segments for it.
Human Resources :
Job Flex field :
Give a name for your Job structure and click on ‘Segments’
button.
Save and close the window.
Position Flex
field :
Query with ‘Position Flex field’ in
the ‘ Flex field Title’ and click ‘ Ctrl+↓’ in the below window displayed with
predefined flex fields to create your own Flex field for 
Define the Position structure for your Organization and
check the required fields based on your requirement.
Competence Flex
field :
Query with ‘Competence Flex field’ in
the ‘ Flex field Title’ and click ‘ Ctrl+↓’ in the below window displayed with
predefined flex fields to create your own Flex field for 
Define the Competence structure for your Organization and check the required fields based on your requirement.
Flex field Qualifiers are mandatory for ‘ Competence Flex
field’.
Click on Flex field Qualifiers ‘ button and select any one
qualifier for the Competence .
Save and close the window.
Check the ‘Freeze Flex field Definition ‘ and ‘Allow Dynamic
Inserts’ check boxes and Click on ‘Compile’ button.
Grade Flex field :
Query with ‘Grade Flex field’ in the ‘ Flex field Title’ and
click ‘ Ctrl+↓’ in the below window displayed with predefined flex fields to
create your own Flex field for
‘ Grade ‘.
Give a name for your Grade structure and click on ‘Segments’
button.
Define the Grade structure for your Organization and check
the required fields based on your requirement.
Save and close the window.
Cost Allocation Flex Field is the interaction between Pay
Roll and General Ledger . So the Segments which we are defining in HRMS should
match with the Accounting Flex Field which we define in Financials.
Query with ‘Cost Allocation Flex
field’ in the ‘ Flex field Title’ and click ‘ Ctrl+↓’ in the below window
displayed with predefined flex fields to create your own Flex field for
‘ Cost Allocation‘.
Define the Cost Allocation structure for your Organization
and check the required fields based on your requirement.
Flex field Qualifiers are mandatory for ‘ Cost Allocation
Flex field’ also.
Click on Flex field Qualifiers ‘ button and select any one
qualifier for the Competence .
Save and close the window.
Check the ‘Freeze Flex field Definition ‘ and ‘Allow Dynamic
Inserts’ check boxes and Click on ‘Compile’ button.
People Group Flex
field :
Query with ‘People Group Flex field’ in the ‘ Flex field
Title’ and click ‘ Ctrl+↓’ in the below window displayed with predefined flex
fields to create your own Flex field for
‘ People Group‘.
Give a name for your People Group structure and click on
‘Segments’ button.
Define the People Group structure for your Organization and
check the required fields based on your requirement.
Save and close the window.
Check the ‘Freeze Flex field Definition ‘ and ‘Allow Dynamic
Inserts’ check boxes and Click on ‘Compile’ button.
Business Group
Creation
The next Step is to Create our Business Group .
The Important thing we must not forgot while creating our
business group and all our organizations is “Date Tracking’. The date must be
checked while creating all the organizations . The dates which we give for our
orgnizations must be after the date which our business group is created and the
dates are those from which we want the organizations to be existed in our
business group.The Date Tracking Plays a vital role in HRMS.
For that first we have to create a Location
Navigation :
HRMS : Work Structures → Location
group .
Organization Classification is Important in HRMS.
Navigation : Work Structure → Organization→Description
Click on ‘New’
Enable the Business Group and click on ‘Others’ and give the Business Group Information .
Give a Short name for the Busines group.
Select the Employee number , Applicant Number Generation,
Contingent Worker Generation Fields as either as ‘Automatic’ or ‘Manual’ based
on your business group requirement.
Select and attach
your grade,people group,job,costing,position,competence flexfields to your
business groups here.
Select your Legislation Coed and currency .
Then click on ‘Yes’ for saving the Business Group
Information.
Attach ‘ HR Organization ‘ so that we can attaché employees
in that organization.
Now Switch the Responsibility to “ System Administrator’
Navigation :
Profile → System
Attach our business group to HR Security Profile .
Under ‘HR Cross Business Group ‘ Profile Select ‘yes ‘ .
Add ‘HR with Payroll’ for ‘HR User Type’
Switch back to our HRMS Responsibility
The next step is to create organizations in our business
group.
It will be better if we Select the Organization type while
creating them .
But Attaching HR Organization for every Organization is must
.
Create other Locations in your Business group.
Navigation : Work Structures →Location
Now create all Divisions and Departments in your Business Group.
The next step is to create a hierarchy for our organization
.We must not forget date tracking.
If we want to create a new hierarchy for our organization we
will give an end date for our old hierarchy. The version name will be changed
here.
Navigation :
Work Structures → Organization → Hierarchy
Give a name to the Organization Hierarchy and create the
hierarchy. Select ‘Primary’ check box if it is the primary hierarchy of the
organization.
Select Version number as ‘1’ and give the starting date for
the hierarchy.
Query in the ‘Organization’ window with the Business Group
Name and add all the divisions an departments as per the hierarchy in your
organization in the ‘Subordinates’ window.
Job Creation :
Create the Jobs in your Business Group based in the
Structure you have defined for the jobs.
Navigation :
Work Structures →Job →Description
Job is a role in our organization .Here create jobs which we
want in our organization .
The job group will be
generated automatically.But if we want a new job group we can create it
ourself.Don’t forget to check the date .After creating the jobs with the job
code and job name save them.
The next step is to create positions in our organization.
Navigation for creating a position :
Work Structures → Position → Description
After creating the positions , create Position Hierarchy.
Navigation :
Work Structures → Position → Hierarchy
Query with Higher position name and attach the positions in
the order as it is in your organization.
The next step is to assign grades to the jobs in our
organization. Grades can be assigned to jobs or positions. But Oracle prefers
to assign grades to jobs.
Navigation :
Here we will define all the grades which are available in
our organization.
The next step is to assign the grades to our jobs.
Navigation :
The next step is to enter the details of Employees
Navigation : People →
Enter and Maintain
Creating Vacancies
and Recruitments :
Navigation :
Recruitment → Requisition and Vacancy
We can create Requisitions, vacancies and openings in our
organization using ‘Requisition and
Vacancy’ window. A requisition can be for one or more vacancies .
Process of raising a requisition for a vacancy :
1. Enter the requisition and save it before beginning to define the
vacancy.
2. Enter
a name and number of openings for the vacancy.
3. If you
advertise vacancies using SSHR, enter the vacancy category. The vacancy is
automatically advertised under this category.
4.
Optionally enter a description and select a status.
5. You
can select one or more assignment components to define the vacancy.
6.
Optionally enter the name of the recruiter.
7.
Optionally enter the budget measurement unit and value for the vacancy. The value
you enter is for all the openings for that vacancy.
Creating Reqruitment Activity :
We use ‘Requisitement Activity’ window to define either
single recruitment activity or more.
Process of creating Recruitment Activity :
1. Enter
the details of the recruitment activity. You can enter the name of a ’parent’
recruitment activity in the Within Recruitment Activity region, if the activity
you are defining is part of a campaign.
2. Choose the
Recruiting For button to select one or more vacancies to associate
with the activity.
Navigation :
Entering the Applicant’s details :
We use the ‘ Applicant Quick Entry’ window to enter basic
personal information and one assignment for an application. If we want to
update this information or add further information , we use ‘People ‘ window.
Navigation :
Recruitment → Applicant Quick Entry
The process of recording the applicant details quickly :
1. Enter
the applicant’s name and an identifying number recognized by the system.
2. Select a status for the application. By default
a new application has the status Active Application (or an equivalent user
status defined on your system). All other fields are optional.
3. Enter information in the Further Information
field if your Oracle localization team has set it up.
4. To enter
an address, select a national address style. A window opens with the address
format for the country you select. Enter the address lines and choose OK.
5. The
Date Received defaults to your effective date, but you can change it. This is
the date the applicant’s record will begin.
6. You
can enter the name of the applicant’s current employer.
7. You
can select a recruitment activity. If there is only one vacancy for the
activity, the vacancy details appear automatically.
8. If you
select a vacancy, applicant assignment information is displayed from the
vacancy record. You can add to this information or change it. However, if you
change it, the vacancy field clears.
9. If you
do not select a vacancy, you can enter assignment information in the Vacancy
Applied For region. If you do not enter an organization, it defaults to the
Business Group.
Updating Applicant Assignments by Group :
We can query and update the groups of Applicants assignments
using ‘Mass Update of Applicants’ window.
Navigation :
Requisition → Mass Update Of Applicants
Process of updating Applicants :
1. Select find from the Query
menu to open the Find Applications window. Enter selection criteria for the
group of applicants you want to update and choose the Find button.
2. Do one of
the following:
·
If you want to update all or
most of these applicant assignments, choose the Select All buttons. Then
uncheck the Mark check box for any assignments that you do not want to update.
·
If you want to update less than
half of this group of assignments, check the Mark check box for each assignment
you want to update.
3. Choose the Update button.
4. In the Update window:
·
If you want to update the
status of the selected assignments, select the new status.
·
If you want to refer these
applicants to a new recruiter, select the name of the Recruiter.
5. Choose OK to effect the
update.
Schedule Applicant Interview
Typically,
you track applicant progress through a series of interviews and update the
status of the application after each interview. You can schedule these
interviews and update the applicant assignment status using the Applicant
Interview window. Before you can schedule interviews, interview types, such as
First Interview, or Selection Test, must be defined as values for the Lookup
After Clicking on ‘Update’ button we will get the following
window.
Select the status and Recruiter Name
Click on ‘Correction’ button .Then the status of the applicants who were applied will be
changed to ‘First Interview’.
Process of Applicant Interview :
1.
Select an interview type, and enter the date of the interview in the Start Date
field. You can also select a location and enter times and an end date.
2. If you want to associate an applicant assignment
status change with the interview, enter it in the New Status field. This
creates a datetracked update to the applicant assignment. You cannot enter a
status when:
• There are future changes to the assignment
• The interview
date is the date when the active application status began
• You are
updating an existing interview record.
Follow the same
process till we give the ‘Offer ‘ to the applicants to hire them and the applicant may accept or reject it.
If the applicant
accept the offer . the next step is to hire the applicant as an employee. The
main point to remember here is that there must be one day difference between
the day the applicant accepts the offer from the company and hiring the
applicant as employee.
