1 Business Group Setup Part 1 (Skylark Group Pvt Ltd)

Menu, Functions and Security Profile

Oracle HRMS Functional Document Business Group Setup's Part 1 Note: This Document is created only for Class Room Training Purpose

By Regintala Chandra Sekhar [email protected]

Regintala Chandra Sekhar

Page 1

[email protected]

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Menu, Functions and Security Profile

Table of Contents Introduction....................................................... ................................................................. ........................................................... 3 Process of setup of Business Group ............................................................ ............................................................... ....... 3 Define Values Set ......................................................... ................................................................. ................................................ 6 (a). Independent Values Set for Job .................................................................................................................................. 7 (b). Dependent Values Set ................................................................... ............................................................... .................. 8 (c). None Value Set for Position ............................................................................................................. .......................... 11 (d). Independent Value Set for Grade............................................................................................................................ 13 Creation of Key Flexfields ...................................................................................................................................................... 14 (a). Jobs Flexfield .................................................................................................................................................................. 14 (b). Position Flexfield ....................................................... ................................................................. .................................. 15 (c). Grade Flexfield ............................................................ ................................................................. .................................. 16 (d). Competency Flexfield ......................................................... .............................................................. .......................... 17 (e). People Group Flexfield ............................................................................................................................................... 18 (f). Cost Allocation Flexfield ............................................................................................................................................. 19 Payroll to GL Segment Mapping ........................................................................................................ .......................... 21 Creating Descriptive Flexfield ................................................................ ............................................................... ............... 22 Defining Lookup Types and Values .................................................................................................................................... 24 Work Location .............................................................. ................................................................. ............................................. 25 Business Group ............................................................ ................................................................. ............................................. 26 (a). Business Group Information: ................................................................................................................................... 26 (b). Setting up the Security Profile .............................................................. ............................................................... .... 27 (c). Tax Details ....................................................................................................................................................................... 28 Creating Units .............................................................. ................................................................. ............................................. 29 (a). Defining GRE: Government Reporting .................................................................................................................. 29 (b). Defining Operating Units: ............................................................. .............................................................. ............... 30 (c). Defining Departments ......................................................... .............................................................. .......................... 31 Creating Hierarchy ..................................................... ................................................................. ............................................. 32 Creating Jobs ...................................................... ................................................................. ........................................................ 34 Creating Payment Methods ................................................................................................................................................... 35 Creating Earning Element .............................................................. ................................................................. ....................... 36 Defining Salary Basis ............................................................................................................................................................... 37















Introduction A Business Group (BG) holds information about the components of work structures such as jobs, grades and positions. At the BG level we set up the legislative rules, terms of employment, remuneration policies and employee work patterns. Oracle HRMS provides the flexibility to define enterprise the following four basic configurations models, 1. 2. 3. 4.

A single operating company in one country. A single operating company in multiple countries. Multiple operating companies in one country. Multiple operating companies in multiple countries

The major reason for creating many business groups is that you ent erprise erprise is present in many countries. The other reasons for creation of more than one BG are:1. During acquisitions or mergers there is a need to manage separate structures and processed during a transition phase. 2. To keep a copy of your live system with example records for training or testing purposes 3. You are a holding company with a number of subsidiary companies and each subsidiary has its own structures, employees, and compensation and benefit policies.

Process of setup of Business Group 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17.

Select System Administrator responsibility Define required responsibilities (N: security -> responsibility -> define) Define user and assign responsibilities to the user (N: Security -> user -> define) Select GL Responsibility Define accounting flex field (N: setup -> financial -> flex field -> key -> segments) Give values for your segments (Setup -> financial -> flex field -> key -> values) Define Currency (N: setup -> Currencies -> define) Define Calendar (N: Setup -> financial -> calendar -> Type/Accounting) Create Ledger (N: Setup -> financial -> book -> define) Select HRMS responsibility Define a location (N: Work Structure->Location) Define a Business Group (N: Works Structure->organization->description) Set the following Profile Options to all your responsibilities Select Inventory responsibility Create legal entity (N: Setup -> organizations -> organizations) Create Operating unit (N: Setup -> organizations -> organizations) Set Profile option MO: Operating unit for all responsibilities















Set the System Date: 01-Jan-2013 Step 1: Define required responsibilities Switch to System Administrator Responsibility Navigation: Security Navigation: Security  Responsibility  Define Name: Skylark Groups Pvt Ltd

Step 2: Set the Profile Profile Options Date Track Reminder Navigation : System AdminProfileSystem Profile value

Navigation Path















Step 3: Define user and assign responsibilities to the user Navigation: Security  User DefineNew Navigation: Security Name: SKYLARK

Step 4: Login from your user















Define Values Set Value set is primarily a container for your values; you define your value set such that it can control the types of values that are allowed into the value set (either predefined or non-validated). You can specify the format of your values. Values for the Value Sets, we are defining will be kept in the Oracle Application Object Library tables. I.

Format Validation Types 1) Character, 2) Number, 3) Time, 4) Standard Date, Standard Date Time Date, 5) Date Time

Note: When creating value sets using the date format, use the format types Standard Date and Standard Date Note: When Time. II.

Validation Types

















(a). Independent Values Set for Job Step 1: Creating Values for Job Name: SKY_JOB_DEPT_VS

Step 2: Assign the List L ist of Values to it Navigation : Application-->Validation-->Value Application-->Validation-->Valuess

Validation Type: Independent

















(b). Dependent Values Set Same like Independent Value Set, except the List of Values shown to you will depends on which the Independent value you have selected in the Prior Segment Must define your independent value set before you define the dependent value set that depends on it Step 1: Creating Dependent Values Set Name: SKY_JOB_NAME_VS

Save it and Click on the Edit Information Step 2: Assigning the Independent Value Set

















Step 3: Creation List of Values for the Dependent Values Navigation: Application-->Validate-->V Application-->Validate-->Value alue Set-->Find-->Click on Independent Value Set column-->Press Down Arrow-->Enter the Values

1. Corporation:

















2. Click on the CORP column and Press Down D own Arrow Key you will find the other three Departments Enter FIN Department Details

3. Next HR Department D epartment

















4. Next IT Department

(c). None Value Set for Position Position Step 1: Creating Value set with Validation Type : None Position: SKY_POS_NAME_V SKY_POS_NAME_VS S



















Step 2: Values Set for People Group Flexfield: Name: SKY_PEO_GRP_UNI_TY SKY_PEO_GRP_UNI_TYP_VS P_VS

Step 3: Assign the List of Values for the People People Group Navigation : Application-->Validation-->Value Application-->Validation-->Valuess



















(d). Independent Value Set for Grade Step 1: Creating Independent Value set for Grade validation type : independent Grade: SKY_GRADE_NAME



















Creation of Key Flexfields The Key Flexfield Structures must be defined before defining the Business Group in Oracle HRMS. For each Key Flexfield, the following must be defined: 

Structure Name



Flexfield segment names, order, validation options and qualifiers



Flexfield value sets.

(a). Jobs Flexfield Jobs are meant to describe the duties someone performs, e.g. E ngineer, Accountant, Accountant, and Manager. Step 1: Creating Job Flexfield Navigation: Application-->Flexfield-->Key-->Segme Navigation: Application-->Flexfield-->Key-->Segments-->Query nts-->Query the Job Flexfield-->Enter the Structures Details Name: SKY_JOB_NAME



















Step 2: Click on Allow Dynamic Insert and Freeze Flexfield Definition and Compile it

(b). Position Flexfield Positions are meant to describe specific instances ins tances of that job, e.g. Trainee Engineer, Senior Cost Accountant, Sales Manager. In other words, Positions are subsets of Jobs. Click on Open Button uncheck the required check box so that it will not show as be mandatory Name: Sky_Position_FF



















(c). Grade Flexfield Grades are used to represent status of employees within an enterprise, or Work Group. They are also used as the basis of many compensation and Benefits Policies. Grades can be set up against either a Job or a Position Navigation : : Application-->Flexfield-->Key-->Segments-->Query the Grade Flexfield-->Enter Flexfield--> Enter the Structures Code-->Segment Names Name: SKY_GRADE_FF





















(d). Competency Flexfield Define a structure for your competency Flexfield which contains the segments you want to use for your Business Group. You will use this structure to enter competency details for Human Resource, i-Recruitment and Oracle Training Navigation : : Application-->Flexfield-->Key-->Segments-->Query the Competence Flexfield-->Enter F lexfield-->Enter the Structures Code-->Segment Names Name: SKY_COMPETENCE_FF



















(e). People Group Flexfield Define the Structure for your People Group Flexfield which contains the segments you want to use for your Business Group. Navigation : : Application-->Flexfield-->Key-->Segments-->Query the People Group Flexfield-->Enter F lexfield-->Enter the Structures Code-->Segment Names Name: SKY_PEOPLE_Grp_ SKY_PEOPLE_Grp_FF FF



















(f). Cost Allocation Flexfield Cost allocation FF is used to map the Accounting FF and GL mapping will be done. If you plan to transfer costing information to Oracle General Ledger, you should set up at least one segment of the Cost Allocation key Flexfield that maps onto segments of the Oracle General Ledger Accounting key Flexfield. Navigation : : Application-->Flexfield-->Key-->Segments-->Query the Cost Allocation Flexfield-->Enter the Structures Code-->Segment Names Name: SKY_COST_AllOC_F SKY_COST_AllOC_FF F Cost Allocation: Qualifier: Click on the a. Company b. Account c. Department d. Interdepartmental Product

: : : :

QF: Balancing, Assignment, Element , Organization, Payroll QF: Balancing, Element, Payroll QF: Balancing, Assignment QF: Balancing, Organization, Payroll Balancing,



















a. Place your curser on company and click Flexfield qualifier and check th e box



















d. Place your curser on Interdepartmental and click Flexfield qualifier and check the box Interdepartmental

:

QF: Balancing, Organization, Payroll

e. Place your curser on Product and click Flexfield qualifier and check the box Product

:

QF: Balancing, Organization

Note: Click on Allow Dynamic Insert and Freeze Flexfield Definition and Compile it (see the above fig. Job)

Payroll to GL Segment Mapping





















Creating Descriptive Flexfield Descriptive Flexfield is used to just capture extra information. You can define two types of descriptive Flexfield segments: 

Global Segments: Segments always appear in the Flexfield window



















(b). Additional Assignment Details



















Defining Lookup Types and Values Lookups are predefined list of Values with Validation Rules for specific segments

Access Level i.

System 

All values in the list are predefined by Oracle



















Work Location Locations are the actual work sites of your employees

– Internal addresses – External addresses for tax authorities, agencies, etc. Shared across business groups or specific to one



















Business Group A Business Group is a special class of Organization. Every business group can have its own set of default values, with its own internal organizations, Grades, Jobs, Positions, Payrolls, employees, applicants, compensations and Benefits In Oracle EBS, Business Group holds the employee information. If there i s a Group of Companies and they all are using a single instance of Oracle Apps then every employee in each company will be defined at BG level. Each employee will then be assigned a responsibility. That responsibility determines which company that employee belongs to and what type of transaction can be carried out.





















(b). Setting up the Security Profile



















Optional





































(b). Defining Operating Units:



















(c). Defining Departments



























































































































































































1 Business Group Setup Part 1 (Skylark Group Pvt Ltd)

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