Basic Oracle R12 Core HR Setup for Beginner Level Consultant

1. 4iapps.com
Oracle R12
Core HR Setup Document
4 i A p p s S o l u t i o n s
I ND I A | UAE | O MAN |QATAR | USA
Author : Varun Alavanthar

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A. Define Responsibility
B. Create User
C. Flexfield
D. Key Flexfield
E. Define Key Flexfield
F. Value Sets
G. Compile Flexfield
H. Define Location
I. Define Business Group
J. System Profile Values
K. Organization Hierarchy and Diagrammer
L. Define Job
M. Define Position
N. Define Grade
O. Enterand Maintain
P. Questions
Content
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To understand the basic setup of Oracle R12 Core HR
LEARNING OUTCOMES
a. Appreciate the design of Flex Fields in Oracle E-Biz
b. How to define values for value sets
c. Setting up Location and Define Business Group
d. Creating JOB, POSITION and GRADE
e. Enter and Maintain

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Define Responsibility
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1. Usethis window to define a responsibility. Each
application user is assigned at least one
responsibility.
2. Enter the “start/end “dates on which the
responsibility becomes “active/inactive”
3. Data groups are used for backward compatibility
only.
4. The menu has already be defined with OracleE-
Business Suite.
5. Define function and menu exclusion rules to
restrictthe application functionality accessible to
a responsibility.
Navigator: System Administration – Security – Responsibility – Define

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Create User
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1. Enter Usernameand Password to sign on
to OracleEbiz.
2. The Status field indicates the status of
the user account like Unassigned,
Pending, Locked, Active and Inactive.
3. The user cannot sign on to Oracle E-
Business Suite before the start date or
after the end date. The default for the
startdate is the current date. If you do
not enter an end date, the username is
valid indefinitely
4. Direct responsibilities are responsibilities
assigned to the user directly.
5. Attribute– Select an attribute you want
used to determine which records this
user can access. You can select from any
of the attributes assigned to the user's
responsibility.
Navigator: System Administration – Security – User – Define

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o A flexfield is a field made up of sub fields or segments.
o They help you customize applications, by holding particular information your enterprise needs and where you need it
o key flexfield can hold as many as 30 separate segments of information
o HRMS includes six user-definable key flexfields
o Below screen shot will describe about How to define flexfields, create segments, value sets and compile.
Flexfield
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Flexfields
Key
Flexfields
Segments
Value sets Values

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Key Flexfields
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Job Job Name Job ID
Position
Position
Name
Position
Code
Grade GradeCode
Cost
Allocation
Cost
Allocation
Name
People
Group
People
Group
Name
Competence Competence
Navigator: System Administration – Application – Flexfield – Key -- Segments

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Define Flexfield
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Press F11, query flex field (ex: For Job -- Job% + CtrlF11).
Press Ctrl Down arrow to create New Flexfield for JOB.
Enter Job Flex Name
Click segments

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Value Sets
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Nonetype value set when you want to allow users to
enter any value so long as that value meets the value set
formattingrules.
Independentvalue set provides a predefined list of
values for a segment. These values can have an
associated description.
Dependentvalue set is similar to an independent value
set, except that the available values in the list and the
meaningof a given value depend on which independent
value was selected in a prior segment of the flexfield
structure.
Specialand Pair Value Sets provide a mechanism to
allow a "flexfield-within-a-flexfield". These value sets are
primarilyused for Standard Request Submission
parameters.You do not generally use these value sets
for normal flexfield segments.

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Compile Flexfields
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If you allow dynamic inserts when you set up your key flexfield, a user can enter a new combination of segment values
using the flexfield window from a foreign key form.

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Define Location
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Navigator: ABC HRMS MANAGER – Work structure – Location
1. Uncheck the Global check box if you want the location
to only be available within the default Business Group
2. If you are setting up a global location, the location
namemust be unique across all Business Groups.

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Define Business Group
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Navigator: ABC HRMS MANAGER – Work structure – Organization– Define

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Business Group Info.
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System Profile Values
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Navigator: System Administrator – Profile – System

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System Profile Values
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Navigator: System Administrator – Profile – System

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System Profile Values
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Navigator: System Administrator – Profile – System

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Organization Hierarchy
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1. Enter a unique name for the hierarchy,
and check Primary if it is your main
reporting hierarchy.
2. Enter the version number and start date
for the hierarchy.
3. Query the top organization name in the
Organizationblock.
4. In the Subordinates block, select the
immediatesubordinates for the top
organization.
Navigator: ABC HRMS MANAGER – Work Structure – Organization– Hierarchy

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Organization Hierarchy Diagrammer
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Define Job
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Evaluationto enter evaluation information and an overall evaluation
score for the job.
Requirementsto enter job requirements, such as required
qualifications or valid experience, to help you match people to roles.
Valid Grades- Choose Valid Grades to enter the grades to which
workers can be assigned.
Workpreferences- Choose Work preferences to enter work choices
relevant to the job.
Map Surveys- Choose Survey Mapping to link salary survey lines to
your job.
Extra Information - Choose Extra Information to enter job categories
for the job. You can link as many categories as you need to a job.
Navigator: ABC HRMS MANAGER – Work Structure – Job – Description

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Define Position
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Select the position type. The choices are:
SingleIncumbent,meaningthat only one
employee is allowed to hold the position at
any time
Shared,meaningthere can be several
incumbents, up to the value of the FTE field
Pooled(Public Sector only), meaning the
position is loosely defined so rules about FTE
and hours are not enforced by the system
None,which you can select if you do not
need to record position types
Navigator: ABC HRMS MANAGER – Work Structure – Position – Description

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Hiring Information
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Enter the number of Full Time Equivalents to
be assigned to this position. If the Position
Type is Single Incumbent, FTE must be 1.0 or
less.
You can enter the number of incumbents that
are planned for the position in the Headcount
field.
Navigator: ABC HRMS MANAGER – Work Structure – Position – Description

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Work Terms
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Note:
The Working Hours and
NormalStart and End
Times default from the
organization,but you can
override them.

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Work Terms in detail
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Enter a number in the Working
Hoursfield,and select the
correspondingperiod of time in
the Frequency field.
For example, enter 40 and select
Week.
Enter the normal start and end
times in 24 hour format. For
example, for 5.30 p.m., enter
17:30.
Select the name of a person who
supervises this position.
See also the Supervisorfield in
the Related Positions region if the
position is supervised by the
holder of a specified position
rather than a named person.
Select the Replacement required
field if you want users to be
warned that they should enter the
nameof a replacement when they
enter an absence for a holder of
this position. You mightdo this for
positions where it is essential that
a person is in chargeat all times.
In the Relief field,you can select
the position that should be held by
people who cover this position
when the incumbent is absent.
Select the position from which a
successorwill to move to fill this
position.

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Entering Additional Detail
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Navigator: ABC HRMS MANAGER – Work Structure – Position – Description
If required, enter comments, a posting
description for recruitment purposes, and any
special confidentiality or security requirements,
such as a clearance level.

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Enter and Maintain
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This window will help you to create
and Maintain Employee details.
Navigator: ABC HRMS MANAGER – People – Enter and Maintain

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Questions
Continue
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Thankyou
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