The document provides information on various components of Oracle Human Capital Management (HCM) including:
1. Time-based information which allows setting effective dates for changes and processes all validation and processing based on the date-effective information.
2. Work structures which define the organizational hierarchy and roles independent of employees, and include items like business groups, organizations, jobs, positions, and grades.
3. People management which covers identifying employees, maintaining personal information, assignments, and terminations.
4. Recruitment which discusses defining recruitment needs, performing recruitment activities, and selecting and hiring applicants.
4. Time Based Information
• Use ‘Effective Date’ to set the date forward or back
– Enter changes ahead of time or retrospectively
• All validation and processing uses ‘date-effective’
information
6. • Work Structures are independent of the people who
work in the enterprise.
• They include:
– Enterprise structures such as business groups ,
Operating Units and Departments
– Work roles for employees such as Jobs and Positions
– Grade structures with related pay rates
– Payroll Groups with processing calendars
– User defined groups such as unions or pension
groups
Work
Work Structures
7. Work Structures
Business Groups
• A business group may be one operating company or it may
be a holding company, or corporation, with separate
organizations.
• By default all employees receive an assignment to a
business group.
– Associated with your security group.
• During the Hire process you enter assignment details to
internal organizations
– Details replace the default assignment, but the person
and the assignment always exist within the default
business group.
8. Work Structures
Business Groups and Locations
• A Business Group defines a
complete set of data for
operations and processing
– Linked to one legislative
processing area for HR,
payroll, and benefits
regulations
• Locations define the work
sites for the enterprise
– Local or international
– Shared across all business
groups or specific to one
Head Office
Alexandria
Office
Aswan
Office
9. Work Structures
Organizations & Hierarchies
• Organizations define reporting
subgroups in one business group
(Companies, Sectors, Departments)
• Hierarchies show management reporting
lines between organizations
– Unlimited number of hierarchies
– Copy and manage multiple versions
of any hierarchy
– Include organizations from different
business groups for global reporting
• Use hierarchies to control user access to
records
– Security Profiles
ABC Holding CompanyABC Holding Company
Corporate Headquarters
Company 1
Company 3
Company 2
10. Work Structures
Jobs and Positions
• Jobs and Positions represent two
different types of role that a
person can perform in any
enterprise
• Oracle HRMS provides these two
options to suit the needs of
different enterprises
• Do you manage People or
Positions?
– Fixed or Flexible Roles
– May be more than one
employee in the same role
11. Work Structures
Jobs
• Job is a generic role, or function, that exists in the
enterprise
• Job is part of the employee assignment record
– Independent of organizations
• Uses a key flexfield to define unique names
– Define your own structure and values
– For example. 101.Department Manager, 400.Consultant,
610.Driver
12. Work Structures
Positions
• Position is a unique role, or function, that exists in one,
and only one, Organization
• Position hierarchies show more management reporting
detail than organizations alone
– Organizations show groups of employees
• Position definition includes Job and Organization
– Use Job to show job groups across the enterprise
– Use Organization to show higher level management
groups
13. Work Structures
Position Hierarchies
• Use Hierarchies to show management reporting lines
between positions
– More detail than Organization Hierarchies
– In a hierarchy each position has one parent reporting
position
• Unlimited number of hierarchies
– Copy and manage multiple versions of any hierarchy
• Use hierarchies to control user access to records
– Security Profiles
– Reports
15. Work Structures
Grades
• Grades represent relative
levels of management or
seniority within an
enterprise
• Often related to levels of
pay
• Often related to Job or
Position
17. Identifying Employees
Oracle HRMS uses a unique identifier, known as an
Employee Number, to identify every employee in your
Business Group.
1001 1008
1007
1006
10051004
1003
1002
18. Person Types
• Use predefined Person
Types to identify people
for specific business
processes
– Employees, Applicants
and Contacts
• Define your own person
types
– Pensioner, Student,
Contractor
19. People
Personal Information
People
• Enter and maintain information on any person
associated with your enterprise
– Current and Ex-employees
– Applicants
– Contacts, including dependents and beneficiaries
Person Information
• Lots of predefined information with Oracle HRMS
– Demographics, Address, Skills, Qualifications
• Add your own additional types of information
People
21. People
Personal Information
• Every enterprise must be able to record personal
information for its employees, applicants and contacts.
• Oracle HRMS allows you to quickly and easily enter,
update, track, inquire and report on people daily
through the People window.
• This information, apart from an employee address data,
is datetracked allowing you to keep an historical track of
an employee’s personal information.
22. People
Personal Information - Addresses
• You can enter as many addresses as necessary for each
person, using the Address window.
• All employees must have only one primary address on
record at any point in time, but can have any amount of
secondary addresses.
• An address must be given an address type such as home,
weekend or business.
• Each country has its own national address style.
23. People
Assignment Information
Assignment
• Represents the work record for an employee
– Includes the organization for which they work, their
role, grade, location and their payroll group
• One or many at same time
• Change assignment details to correct or update work
record history
ASG People
Work
25. • Each assignment has an Employee Assignment number
that uniquely identifies every assignment that exists
within your Business Group.
• Assignments represent the way the employee works in the
enterprise.
• The assignment includes information about:
– Effective dates
– Current status
– Employment category information
– User defined key flexfields
People
Assignment Information
27. • When an employee leaves your enterprise, you terminate
the person record:
– This action changes the person type to Ex-Employee and
automatically ends all assignments for the person.
– Continued payroll processing depends on the setup of
termination assignment status. (Process or Do Not
Process)
– Continued processing of individual elements depends on
termination rule definitions for each element.
People
Terminations
28. • Records for Ex-Employees remain in the database:
– Cancel the termination to undo the changes
– Rehire the person to create a new period of service
• You cannot terminate an employee who has future-dated
assignments:
– The termination process cannot know all the business
implications of deleting future dated changes.
– You must manually delete future dated assignment
changes before you can terminate a person.
People
Terminations
30. Recruitment and Career Development
Recruitment cycle from vacancies to employee assignment
− Manage high volumes of applicant status changes
through mass updates
− Initiate interview communications
− View assessment and interview results
− Initiate medical, reference, background checks
− Create on-line offers
Competence based approach to career development
Flexible career paths
31. Recruitment and Selection
Define
Recruitment Needs
Define
Recruitment Needs
Recruitment
Activities
Recruitment
Activities
Applicant Selection
and Hiring
Applicant Selection
and Hiring
32. Recruitment and Selection
Define
Recruitment Needs
Define
Recruitment Needs
Recruitment
Activities
Recruitment
Activities
Applicant Selection
and Hiring
Applicant Selection
and Hiring
Defined by Department
Director
It gives HR all
information needed to
perform recruitment
activities
Easy to use
33. Recruitment and Selection
Define
Recruitment Needs
Define
Recruitment Needs
Recruitment
Activities
Recruitment
Activities
Applicant Selection
and Hiring
Applicant Selection
and Hiring
Defined by HR
It gives HR the ability to
record recruitment
information
34. Recruitment and Selection
Define
Recruitment Needs
Define
Recruitment Needs
Define
Recruitment
Activities
Define
Recruitment
Activities
Applicant Selection
and Hiring
Applicant Selection
and Hiring
Based on Career
Management applicant
selection could lead the
most effective candidate
to be Hired
Recruitment reports
is useful in manpower
planning and budgeting
35. Work Structures Components
Competencies
• What .
• Any measurable behavior required by an organization
,job or position
• Can Be.
• Skills, attitude, knowledge
• How .
• Competencies Structure
• Rating Scale
• Competence Requirements
• Employee Competence Profile
39. Elements
Common Building Blocks
•Elements are used by all HRMS
products
•User-defined objects that can
store values for time,
compensation or benefits
-Earnings such as Salary,
Overtime, …
-Deductions such as Social
Insurance, Salary Tax, …
-Vacation or Sick Pay
-Benefits
Vacation
Health
Insurance
Company Car
Earnings & Deductions
Salary
$
£
Y_
40. Defining Elements
Basic Details for Earnings and Deductions
• Define element type
– Classification for
payroll tax purposes
– Recurring or
Nonrecurring
• Define input values to
store when you enter an
element for a person
Overtime
Nonrecurring
Earnings
Hours
Rate
Salary
Recurring
Earnings
Amount
$
£
Y_
41. Entering Elements for Employees
• Enter elements with values to record personal earnings,
deductions and benefits for each employee in the
enterprise.
• Oracle HRMS provides several options for recording
entries for a person:
• Online through the professional forms
• Batch loading using Batch Element Entry
• Event or process based administration using
Standard or Advanced Benefit features
43. Element Links
• An employee must be eligible for an element before you
can make an entry of the element for the employee
• Links provide basic rules for eligibility based on named
work structures
Element
Link
Rule
Employee Entry
44. Oracle Payroll Functionality
Payroll Element Eligibility
Assignment Criteria
Organizations
Locations
Jobs
Positions
Grades
Payrolls
Groups
Employment Categories
46. Balances
• Balances show the positive or negative accumulation of
values over a period of time
• They are generated by payroll runs and hold pay values
or other related values such as time periods and
numbers of employees
49. Formulas
• Formulas calculate element pay values and run results
during payroll processing
• Formula processing rules associate one or more
formulas with an element
• Formula result rules tell the payroll run what to do with
formula results:
– Create a run result
– Create or update another entry
– Write a message
50. Element Processing in Oracle Payroll
Formulas and Results
Enter Information
Inputs
DefineDefine Element
Class
Type
Inputs
LinkLink Eligibility
Rules
EnterEnter Online
Batch
Process
Process Information
Direct
Message
Indirect
Update Recurring
Stop Recurring
Results
Balances
Change
Entries
Information
& Control
Process Outputs
Fast
Formula
Status
51. Oracle Payroll Functionality
Vacation Element
• Absence Mmanagement enables you to record
employees paid or unpaid time off from work. You
can:
– Maintain information on reasons for absence for
analytical and reporting purposes.
– Reference absent time taken in payroll runs.
– Using PTO Accrual Plans you can permit
employees to accrue paid time off as they work,
which can be used for many purposes. This may
form part of an absence management strategy for
your enterprise.
52. Oracle Payroll Functionality
GL Mapping
01
011 012
01220121
2
Hierarchies
HR Reporting:
Organizations in a hierarchy
GL Reporting:
Cost centers in a hierarchy
Employee
Services
Recruiting
Region A Region B Region C
HR Division
55. Retro Pay Processing
Assignment Set
++
Element
RetroPay Set
1. By Run
2. By Aggregate
3. By Element
Process
Entry
Entry
Entry
Editor's Notes
Instructor Notes:
This slide shows the need to deal with change and continuity - the two features of DateTrack. You can track changes to a person or record over time.
Instructor Notes:
The first part of the information model is the definition of Work Structures in HRMS. These let you define a model of your own enterprise.
Instructor Notes:
The next set of slides continue the introduction to the Oracle HRMS system by providing basic definitions of terms in Oracle HRMS.
There is no decision making or configuration in this module.
Instructor Notes:
This slide introduces the idea of Job and Positions as two distinct ways of representing the work roles that employees perform within an enterprise.
Instructor Notes:
This section introduces the people and assignments
Instructor Note
Addresses are not date tracked.
Any rules in force will be based around the primary address.
Instructor Notes:
All types of compensation and benefits in Oracle HRMS make use of elements. So we need to discuss these common building blocks.
What are they?
How they work with benefits, how they work with payroll. Etc.
Instructor Notes:
This slide summarizes the way that payroll works with the information you define and enter as elements.
Remember that standard and advanced benefit functions let you define rules for administration of eligibility and enrollment in plans or programs. The actual earnings or deduction values are still stored as element entry values ready for payroll processing.
Oracle Payroll processes element entry information using formulas to produce the results for each element. Results are used to feed gross-to-net balances for taxation and reporting; to produce messages for processing control; and to update other elements for administrative purposes.
For example. A 401k or Pension Plan. HR/Benefits will manage the setup, eligibility and enrollment rules and administer enrollment of the person in the plan. The information to payroll would be a deduction value. Payroll must calculate each pay period whether the employee has enough funds available to make the deduction. If not then it must manage arrears and when limits are reached the payroll must stop further deductions.
Instructor Note
This slide summarizes the operation of Oracle Payroll with the major activities of pre- and post-payroll run processing.
When all costs have been allocated in HRMS you process the payroll. An important point here is that it is the results of payroll processing that are transferred to GL. If you do not have Oracle Payroll you must rely on your payroll system to do the calculation of results and then transfer actual costs to GL.
Note: Standard and Advanced Benefits have an additional process for costing Benefits. Setup and administration of this is covered in detail in the Benefits modules. This manages the calculation of employer costs associated with benefits.
Instructor Note
This slide summarizes the processing options when you run RetroPay.
1.Select the processing option 1, 2 or 3 as a concurrent request option.
2.Select the Assignment Set.
3.Select the RetroPay Set.
Select the Start Date to begin retro-calculations.