HRMS Implementation
Setup Process in Oracle
apps
Prepared by
Shahariar Asif
14th, February 2024
Inventory & Production functional design document (Proprietary & Confidential)
Table of Contents
I. HRMS Common Setup.......................................................................1
1. Enable Functional Currency in GL Module...................................................................................................1
2. Configure Business Group KFF:.......................................................................................................................2
Grade Flexfield Structure..............................................................................................................2
Group Flexfield Structure..............................................................................................................3
Job Flexfield Structure...................................................................................................................4
Costing Flexfield structure............................................................................................................5
Position Flexfield structure...........................................................................................................6
Competence Flexfield structure....................................................................................................7
3. Define Location......................................................................................................................................................8
4. Define Business Group and enter its other information.........................................................................9
5. Classify it as an "HR Organization" and enter its other information..................................................9
6. Define a new Responsibility which can access all functions / Requests........................................10
7. Configure the Following Profile Options:..................................................................................................10
HR: Business Group Responsibility Level.....................................................................................10
HR: Security Profile Responsibility Level.....................................................................................10
HR: User Type Responsibility Level.............................................................................................10
8. Define Lookup:....................................................................................................................................................11
II. HR Setup........................................................................................12
1. Define HR Organization and enter its other information....................................................................12
2. Define Organizations Hierarchy...................................................................................................................12
3. Define Jobs Groups............................................................................................................................................13
4. Define Jobs............................................................................................................................................................13
5. Define Positions..................................................................................................................................................14
6. Define Positions Hierarchy.............................................................................................................................15
7. Define Grades......................................................................................................................................................15
III. HR-Leave Management..................................................................16
1. Define Elements..................................................................................................................................................16
2. Define Absence Types.......................................................................................................................................16
3. Define Accrual Plan...........................................................................................................................................17
IV. Payroll Setup.................................................................................18
1. Define Payment Type........................................................................................................................................18
2. Define Org. Payment Methods.......................................................................................................................19
3. Consolidation Sets..............................................................................................................................................20
4. Define Payroll......................................................................................................................................................20
5. Define GL MAP.....................................................................................................................................................21
6. Define Elements Links......................................................................................................................................21
7. Define Salary Basis............................................................................................................................................22
8. Define Global Values.........................................................................................................................................22
Inventory & Production functional design document (Proprietary & Confidential)
V. Time & Lanor Setup........................................................................23
1. Define Time & Labor Information/ Define Element Time Information..........................................23
2. Define Time & Labor Information/ Define Holiday Calendar............................................................24
3. Define Time & Labor Information/ Define Shifts....................................................................................24
4. Define Time & Labor Information/ Define Work Plan..........................................................................25
5. Define Time & Labor Information/ Rotation Plan..................................................................................25
6. Define Time & Labor Information/ Earning Group................................................................................26
7. Define Time & Labor Information/ Earning Policy................................................................................26
Inventory & Production functional design document (Proprietary & Confidential)
I. HRMS Common Setup
1. Enable Functional Currency in GL Module
Navigations: General Ledger Super User > Setup > Currencies > Define >
Inventory & Production functional design document (Proprietary & Confidential) 1
2. Configure Business Group KFF:
Grade Flexfield Structure
Navigations: General Ledger Super User > Setup > Financials > Key > Segments >
Inventory & Production functional design document (Proprietary & Confidential) 2
Group Flexfield Structure
Navigations: General Ledger Super User > Setup > Financials > Key > Segments >
Inventory & Production functional design document (Proprietary & Confidential) 3
Job Flexfield Structure
Navigations: General Ledger Super User > Setup > Financials > Key > Segments >
Inventory & Production functional design document (Proprietary & Confidential) 4
Costing Flexfield structure
Navigations: General Ledger Super User > Setup > Financials > Key > Segments >
Inventory & Production functional design document (Proprietary & Confidential) 5
Position Flexfield structure
Navigations: General Ledger Super User > Setup > Financials > Key > Segments >
Inventory & Production functional design document (Proprietary & Confidential) 6
Competence Flexfield structure
Navigations: General Ledger Super User > Setup > Financials > Key > Segments >
Inventory & Production functional design document (Proprietary & Confidential) 7
3. Define Location
Navigations: General Super HRMS Manager > Work Structures > Location >
Inventory & Production functional design document (Proprietary & Confidential) 8
4. Define Business Group and enter its other information
Navigations: Global Super HRMS Manager > Work Structures > Organization > Description >
5. Classify it as an "HR Organization" and enter its other information
Navigations: Global Super HRMS Manager > Work Structures > Organization > Description >
Inventory & Production functional design document (Proprietary & Confidential) 9
6. Define a new Responsibility which can access all functions / Requests
Navigations: System Administrator > Security > Responsibility > Define >
7. Configure the Following Profile Options:
HR: Business Group Responsibility Level
HR: Security Profile Responsibility Level
HR: User Type Responsibility Level
Inventory & Production functional design document (Proprietary & Confidential) 10
8. Define Lookup:
Navigations: Global Super HRMS Manager > Other Definitions > Application Utilities Lookups
Inventory & Production functional design document (Proprietary & Confidential) 11
II. HR Setup
HR-Work Structure Setup
1. Define HR Organization and enter its other information
Navigations: Global Super HRMS Manager > Work Structures > Organization > Description >
2. Define Organizations Hierarchy
Navigations: Global Super HRMS Manager > Work Structures > Organization > Hierarchy >
Inventory & Production functional design document (Proprietary & Confidential) 12
3. Define Jobs Groups
Navigations: Global Super HRMS Manager > Work Structures > Job > Job Group
Note: Don’t Create new Job Group. Just rename the default job group
4. Define Jobs
Navigations: Global Super HRMS Manager > Work Structures > Job > Description
Inventory & Production functional design document (Proprietary & Confidential) 13
5. Define Positions
Navigations: Global Super HRMS Manager > Work Structures > Position > Description
Inventory & Production functional design document (Proprietary & Confidential) 14
6. Define Positions Hierarchy
Navigations: Global Super HRMS Manager > Work Structures > Position > Description
7. Define Grades
Navigations: Global Super HRMS Manager > Work Structures > Position > Description
Inventory & Production functional design document (Proprietary & Confidential) 15
III. HR-Leave Management
1. Define Elements
Navigations: Global HRMS Manager > Total Compensation > Basic > Element Description >
2. Define Absence Types
Navigations: Global HRMS Manager > Total Compensation > Basic > Element Description
Inventory & Production functional design document (Proprietary & Confidential) 16
3. Define Accrual Plan
Navigations: Global HRMS Manager > Total Compensation > Basic > Accrual Plan >
Inventory & Production functional design document (Proprietary & Confidential) 17
IV. Payroll Setup
1. Define Payment Type
Navigations: Global HRMS Manager > Payroll > Payment Type >
Inventory & Production functional design document (Proprietary & Confidential) 18
2. Define Org. Payment Methods
Navigations: Global HRMS Manager > Payroll > Payment Type >
Inventory & Production functional design document (Proprietary & Confidential) 19
3. Consolidation Sets
Navigations: Global HRMS Manager > Payroll > Consolidation >
4. Define Payroll
Navigations: Global HRMS Manager > Payroll > Description >
Inventory & Production functional design document (Proprietary & Confidential) 20
5. Define GL MAP
Navigations: Global HRMS Manager > Payroll > GL Flexfield MAP >
6. Define Elements Links
Navigations: Global HRMS Manager > Total Compensation > Basic > Link >
Inventory & Production functional design document (Proprietary & Confidential) 21
7. Define Salary Basis
Navigations: Global HRMS Manager > Total Compensation > Basic > Salary Basis >
8. Define Global Values
Navigations: Global HRMS Manager > Total Compensation > Basic > Global Value >
Inventory & Production functional design document (Proprietary & Confidential) 22
V. Time & Lanor Setup
1. Define Time & Labor Information/ Define Element Time Information
Navigations: OTL Super Administrator > OTL Time Accounting > Element Time Information >
Inventory & Production functional design document (Proprietary & Confidential) 23
2. Define Time & Labor Information/ Define Holiday Calendar
Navigations: OTL Super Administrator > Table Setup and Maintenance > Holiday calendar >
3. Define Time & Labor Information/ Define Shifts
Navigations: OTL Super Administrator > Table Setup and Maintenance > Shift >
Inventory & Production functional design document (Proprietary & Confidential) 24
4. Define Time & Labor Information/ Define Work Plan
Navigations: OTL Super Administrator > Table Setup and Maintenance > Work Plan >
5. Define Time & Labor Information/ Rotation Plan
Navigations: OTL Super Administrator > Table Setup and Maintenance > Rotation Plan >
Inventory & Production functional design document (Proprietary & Confidential) 25
6. Define Time & Labor Information/ Earning Group
Navigations: OTL Super Administrator > Table Setup and Maintenance > Earning Group >
7. Define Time & Labor Information/ Earning Policy
Navigations: OTL Super Administrator > OTL Time Accounting > Policies > Earning >
Inventory & Production functional design document (Proprietary & Confidential) 26
