Oracle HRMS Functional Training

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SQL Joins

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Social Collaboration – Cloud HCM Talent Management

What Social Collaboration means? -  Not exactly Social Media, but deliberate directing of a community to achieve an outcome. Community is something to do with people not with technology.

HR Functions should ensure the development and retention of employees. HR is accountable to ensure keeping employees current as new technology which has become inevitable in today’s scenario.

Applying Social across your organization –

·        On-boarding, Goal setting down the layer

·        Tactical talent management

·        Learning and Development

·        Performance measure

·        Modest differentiation

Usage of Social in Talent Acquisition –

·        Looking for passive candidates

·        Viewing the need for community

·        Ensuring right strategies

·        Enabling recruitment through Social

Importance of Communities – Communities can serve as targeted generators of talents. Communities can be diverse groups such as –

·        Board of Directors
·        Contractors
·        Customers
·        Employees
·        Interns
·        Colleges and Universities
·        Partners
·        Past candidates
·        Retirees

Accessing the Talent within – Organizations do have in-house experts who can be individual contributors as loaners. These loaners are sitting in corners who are not seen often in meetings, identify them and make use of their expertise to train the new and existing teams, this way recruiting teams efforts are eased out.

Ten Benefits of Social Collaboration

1.     More robust by collective input on Individual and Team Performance
2.     Robust talent pipeline through Social Network access
3.     Establishing productivity for new hires through effective on boarding
4.     Building relationships across virtual teams
5.     Higher connectivity between employees and organization
6.     External leverage of corporate brand through employee sharing
7.     Knowledge transfer made easy within team members
8.     Consistent and effective communication
9.     Productive learning results

10. Efficient Problem solving

Modern HR in the Cloud

·        Core HR for the Global Organization

·        Well-equipped talent management through Social Sourcing

·        Access through Smartphone, Tablet and Desktop

Oracle Social Network

Oracle Social Network is a secure private network which provides bunch of tools to capture and retain the information flowing from people to enterprise applications and business processes. It assists to build smarter teams by collaboration quickly.  Oracle brings the power of networking into HCM to generate excellent business performance for you.

Oracle Social Sourcing Can Promote jobs across social media sites such as Facebook, LinkedIn, and Twitter. Employee referrals made easy.

Oracle Social HCM helps to retain employees. Providing your workforce challenged and valuable. Oracle Social HCM enables collaboration, sharing and knowledge. Managers and HR can collaborate and quickly resolve any issues related to promotions, benefits, transfers, on-boarding and terminations. Oracle Social in HCM helps employees to stay connected as they collaborate. It not only improves employee’s productivity but also helps companies to fully realize the potential of using social technology to improve engagement and generate strategic insight.

HR Tasks made Easier through Oracle Social in HCM.  Oracle Social in HCM provides excellent Talent Review, Goal Management, Performance Management, Succession Management and Recruitment

The Oracle Social HCM-

·        helps employees remain focused on and aligned with business objectives.

·        Share information easily and efficiently.

·        Motivates people to connect and communicate with each other to develop valuable insight.

·        Offers feedback and helps employees to become part of the process.

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oracle payroll – Process cycle

1.   Retro Pay
2.    Quick Pay or Payroll Run
3.    Pre-Payments
4.   Payments (Cash, Check and Nacha)
5.    Pay slip Generation
6.  Costing
7.   Transfer to GL

Retro Pay

What is Retro Pay? – Retro Pay is a payment to employees along with salary when there are any arrear payments when Increments or promotion is announced by the organization.

There is also term called Proration in the Oracle Payroll, which is nothing but if an employee joins in the mid of the month or any date before payroll cutoff date then

His salary has to be prorated meaning he will not get full salary for the month.

Quick Pay/Payroll Run

Quick Pay is a facility where payroll administrator can pay for a specific employee while payroll run is for all active employees.

Payment Methods

The Pre–Payments process prepares payments following the payment methods for each assignment. There are three predefined payment types that Oracle Payroll processes:

•      Check

•      Direct Deposit (such as NACHA/BACS)

·         Cash

Overriding Payment Method

This method overrides the Check type but not direct deposit.

Costing

Costing is a process to run as part of payroll. Most of the organizations do costing while making payments, so that it is costed under different cost heads (GL Accounts) defined in Oracle Financials.

Transfer to GL

Transfer to GL is a mandatory process, so that all payroll records after the payroll run are transferred to General Ledger. Once this is successful, it should be posted

Into Journals in General Ledger.

Statement of Earnings

Statement of Earnings or SOE provides complete pay record for an employee once quick pay is processed successfully. This is very useful window for a Payroll administrator to check the results of quick pay of an employee.

Hierarchy for costing:

1. Payroll---------------> Least

2. Element Link

3. Organization

4. Assignment

5. Element entry level --> Highest

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Oracle Fusion HCM Cloud - Benefits

Oracle Fusion Cloud HCM is an amalgamated product of Peoplesoft, JD Edwards and other services, whereas EBS R12 is a Forms based product and upgraded from its initial releases starting R10.7.

When it comes to functionality, Cloud HCM exhibits more features as it is a web driven product that uses Cloud Technology.

Oracle EBS R12 has limited localizations being based on country legislations. For example, Oracle Ebiz. Suite has Singapore Localization whereas it is not in Malaysia, resulting in many of the Malaysian HCM requirements to be customized. To be more precise, Income Tax rules and Formulas are quite complex in Malaysia. To meet these requirements, Oracle Ebiz. R12 must undergo a lot of Customizations, which can often be cumbersome. In addition, many of the Malaysian local requirements come as a standard functionality in Cloud HCM as it is inherited from Peoplesoft HCM.

Cloud HCM works on Service Oriented Architecture (SOA). Here, a wider functionality set is available to suit any kind of customer requirement.

Cloud HCM applications are flexible and have different deployment methods, providing customers with an unprecedented range of choices without having the need to commit a specific delivery mechanism. Choices of on premise, on-demand, SaaS (public or private cloud) or hybrid are available - enabling ultimate flexibility and a choice for your organization as it grows and evolves.

Talent Management, Performance Management, collaboration and analytics are tightly integrated in Cloud HCM along with core HR, payroll.

HCM Cloud Applications deliver strategic business value to every person in an organization – from professional users to employees and managers. Here are some of the highlights of this application:

·         Configurable business process templates and setup wizards

·         Out of the box integration

·         Easy data migration

·         Highly configurable layouts, reports and processes

·         A rolling program of product updates

·         No upfront investment in the hardware to run HCM System

·         No In-house Application Management, maintenance or upgrade costs

·         Faster Implementation reduces the opportunity cost

·         No IT Implementation costs

·         Reduces power and cooling costs

·         Comprehensive Employee Benefits administration

·         Global Payroll that pays people accurately

·         Integrated Talent Management

·         Collaboration across mobile and social enterprise

·         Mobile access to work where you want

In the current scenario, Customers who are primary users of Oracle from the beginning have started their journey with 10.7 and higher versions, and they are still using Oracle Ebiz. 11i (also called as Oracle Apps 11i). Oracle Apps 11i HRMS customers thinking of migrating abruptly would resemble more of a complex task. Hence, it is advised to follow a step-by-step guide to migrate to Oracle Ebiz R12 more comfortably and stabilize the entire process.

Cloud Applications are a bit pricey compared to Oracle Ebiz. R12. Besides, all customers are not ready to migrate totally. It is also noticed that customers are finding it difficult to change or adopt to their internal requirements – making it difficult to change their process to suit a wider range of product functionalities.

There is also a risk of data vulnerability if it’s on Public Cloud. However, Oracle provides a range of where customers may have to spend a pretty penny.

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Oracle Taleo Cloud Service and HRMS Integration

Oracle Taleo Cloud Service and HRMS Integration

Taleo offers quick and low-startup cost talent management solution, latest functionalities such as mobility or business analytics and more. It eliminates the operational hassles of procuring and constantly upgrading your hardware, software, anti-virus, firewalls, networks, etc. It has been implemented at over 6500 client sites and is widely known to be a stable and cost-effective solution.

Taleo-HR System Integration

A lot of companies love to use Taleo, not just because of its cloud based solution or unrivaled functionality, but because of its ability to integrates with Internal HR systems where most recruitment software fails to do so.

Coexistence Oracle focused its coexistence capabilities more on Human Capital Management (HCM). There were a lot of early adopters who chose to move to Oracle Fusion Talent Management and yet retain their core HR in a legacy ERP, predominantly Oracle E-Business Suite. The key to coexistence is how well the two systems can be integrated, while your chosen Cloud systems of engagement adds value to your enterprise. Hence, it is always important to consider pushing data continuously into your “systems of record” to keep your data alive.

Why Migrate from iRecruitment?

The following reasons will help you understand why it is important to migrate from iRecruitment.

·         Functionality/Compatibility Issues

·         Single Sign On

·         External Job Board Posting issues

·         Custom Qualifying Questions

·         Resume Review

·         Workflows

·         Automation of Messages

·         Customization of Messages

·         Mobile Capabilities

Taleo Connect Platform

Taleo Connect Server Taleo Connect platform is embedded in the Taleo application. It enables integration via secure gateway using system-to-system type messaging, it accepts only messages using proprietary T-XML wrapped in SOAP envelope. Taleo Connect Client Client-side portion of the Taleo Connect Platform resides in the Client Zone's environment and enables Client Zone to build and execute their own integration processes.

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Batch Element Entry Spreadsheet Interface

To upload Assignment lines to an Element or Element Set or for an Assignment to Element Set or more than one Element, we can use BEE (Batch Element Entry). If there are more number of lines, we can do so using BEE Spreadsheet Interface. First, we need to give a name to Batch and then Save. Next, we click BEE Spreadsheet Interface, it will open web form, follow the instructions and it will create macro enabled excel document called Web ADI. We must be careful using this excel as formulas are embedded. Please do not change the formatting this by going to format cells. Effective date is what is most important as the data which will be uploaded into Oracle will be based on that date. So before creating the Web ADI excel, do the date tracking accordingly. From the Add ins Tab, You can see Oracle and in the drop drown there be upload, Click that. Upload the flagged rows. Once uploaded, the message will appear as how many rows successfully uploaded. Each row you copy or cut paste from other excel will be flagged, it will be indicated in the first column with a symbol. Do not modify or delete it. Blank rows will be rejected with a message in the extreme right column in Red. All successful rows will be shown green in the message column.

Once Upload is done successfully, Go back to batch element entry screen. Retrieve the Batch, check once whether the lines you have loaded are appearing. Click Process, no need to validate again, already validated in the previous step, so select transfer and submit. Concurrent request will be fired. Check once in the request window whether the request is completed normal. Then come back to Batch Element Entry, Retrieve the batch, check status shows transferred. That’s all folks, you are done. Screen Navigation-Please see below:

· Search for a batch by specifying the partial criteria for the batch name and then choose "Go".

· To create a new batch click Create Batch.

· To update a batch, select the batch and click the Update icon.

· Select a batch from the list of batches and choose "Create Lines" to create the batch lines for an element. choose "Process"

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All You Need to Know About Oracle Self Service HR

Three significant processes involved in an Employee Self Service Flow, they are -- Leave Request, Leave Balance and OTL.

SuneraTech’s  Oracle E-business suite services have vast implementation experience.

Leave Request

Here is the work flow involved in Leave Request:

1.       Emp. Creates Requisition for Various Leave types

2.       Emp. Submits the leave and it gets forwarded to the Supervisor

3.       Supervisor logs in using Manager Self Service Responsibility

4.       Supervisor sees the notification waiting for his approval

5.       Supervisor opens the notification and approves the Leave

6.       Leave gets approved and records as absence in the system for the employee who applied Leave

Leave Balance

Here is the work flow involved in Leave Balance:

1.       Employee logins through Self Service Responsibility

2.       Employee Clicks the Apply Leave function

3.       Two Tabs will be shown as Absence and Entitlement Balances

4.       Click Entitlement Balances

5.       All leave type Balances will be shown

Leave Balance Calculation

Here are the details that are seen in the leave balance calculation:

1.       Entitlement for given employee based on years of Experience

2.       Carry Forward Leave (Applicable to Annual Leave)

3.       Absence accumulated = Leave Balance

Entitlement is prorated for every employee for each month. Carry Forward Balance for all Employees provided by the HR team as of previous year end only. So, to arrive at correct balance, clients should provide Carry Forward as of date plus the absences created by employees from the current year to till date.

OTL (Normal Overtime, Holiday Overtime and Rest Day Overtime)

Here is the work flow involved in OTL:

1.       Employee Logs into ESS and select Self Service Time and selects the Overtime type

2.       Employee enters the time

3.       After entering the time, Clicks Recalculate -- total hours will be calculated

4.       Employee Clicks Next and the Overtime gets submitted for approval

5.       Overtime gets forwarded to Immediate Supervisor

6.       Supervisor logs in using Manager Self Service and sees a notification waiting for his approval opens the notification and approves

7.       Reports can be generated for employee wise the overtime booked

8.       Overtime employee wise pushed to Payroll using BEE

9.       Payroll gets processed for the overtime payment along with Salary

PS: Thanks for reading the post. You can also view related posts, SuneraTech products and services related to EBS in detail here - http://www.suneratech.com/technology-enterprise-applications-oracle-ebs.html

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Staff Loan Deductions - Fast Formula

INPUTS ARE Disbursement_Amount,

Total_Installements,Amt_Paid_So_Far,Installement_So_Far


DEFAULT FOR SALARY_ADVANCE_REPAYMENT_AMOUNT_ENTRY_VALUE IS 0.00



DEFAULT FOR TOTAL_PAYMENTS_ASG_RUN IS 0.00



DEFAULT FOR AMT_PAID_SO_FAR IS 0.00



DEFAULT FOR LOAN_AMT IS 0.00



DEFAULT FOR Total_Installements IS 0.00



DEFAULT FOR Installement_So_Far IS 0.00



Pay_value=0.00







/*IF THE AMOUNT IS FULLY PAID CLOSE THE LOAN*/



IF ( (AMT_PAID_SO_FAR) >= Disbursement_Amount)

THEN

(

STOP_ENTRY = 'YES'

RETURN STOP_ENTRY

)

IF ( (AMT_PAID_SO_FAR) >= Disbursement_Amount)



THEN



(

STOP_ENTRY = 'YES'

RETURN STOP_ENTRY

)



/*Checking the Loan Amt Paid is less than Disbursement Amount */

IF (AMT_PAID_SO_FAR < Disbursement_Amount)

THEN

(

/* IF THE AMOUNT IS NOT AVAILABLE AS INPUT VALUE THEN GO FOR CALCULATION */



IF (SALARY_ADVANCE_REPAYMENT_AMOUNT_ENTRY_VALUE was defaulted)

THEN

(

message1='Total installments is '+to_char(Total_Installements)

PAY_VALUE=(Disbursement_Amount - Amt_Paid_So_Far)/ (Total_Installements-Installement_So_Far)

)



ELSE



/*IF AN AMOUNT IS ENTERED FOR DEDUCTION FOR THE MONTH TAKE IT*/



(

PAY_VALUE = SALARY_ADVANCE_REPAYMENT_AMOUNT_ENTRY_VALUE

/*IF THE DEDUCTION AMOUNT IS GREATER THAN THE SUME DISBURSEMENT AMOUNT AND MONTHLY EMI */



IF (Disbursement_Amount) < (PAY_VALUE+AMT_PAID_SO_FAR)

THEN

(

PAY_VALUE=Disbursement_Amount-AMT_PAID_SO_FAR

)

)

)



/*IF THE AMOUNT IS NOT AVAILABLE IN THE SALARY FOR DEDUCTION */



if (PAY_VALUE > TOTAL_PAYMENTS_ASG_RUN ) 



then

(PAY_VALUE = TOTAL_PAYMENTS_ASG_RUN)

PAID_SOFAR = AMT_PAID_SO_FAR + PAY_VALUE

Installement_So_Far = Installement_So_Far +1



RETURN PAY_VALUE,PAID_SOFAR,Installement_So_Far,message1

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Oracle Value Sets

Value Set is a collection of values. It validates the values entered by the user for a flex-field, report parameters or a concurrent.

The navigation path: System Administrator- Application-ValidationSets

 Why do we need value sets?

You do not always want a user to enter junk free text into all the fields.

Hence, Oracle Apps uses value set to validate that correct data is being entered in

the fields in screen.

When to defining Values for Value Sets

After you register your Flexfields & report parameters, if you are using

independent or dependent value sets, you can enter values into each

corresponding value set using the Segment Values form.

Values for the Value Sets, we are defining will be kept in the Oracle

Application Object Library tables.

How many Format Types the value set have

 Character

 Number

 Time

 Standard Date, Standard Date Time

 Date, Date Time

Is value set attached to all the fields that require validations?

Answer: “NO”

Then where lies the usage of value sets?

Answer: Broadly speaking, value sets are attached to segments in Flexfields.

You can argue that value sets are also attached to parameters of concurrent program (but in reality oracle treats parameters as Descriptive Flexfields)

Specify the List Type for your value set.

 Poplist - fewer than 10 values expected

 List of Values - between 10 and 200 values expected

 Long List of Values - more than 200 values expected

What is Security type in value set?

 No Security - All security is disabled for this value set

 Hierarchical Security :- any security rule that applies to a parent value also applies to its  child values.

 Non-Hierarchical Security :- a security rule that applies to a parent value does not "cascade down" to its child values.

Value Set is associated with the following validations, which holds the key to the value sets.

Types of Validations:

1. None: - Validation is minimal.

2. Independent: - The data input is based on previously defined list of values.

3. Dependent: - The data input is checked against a defined set of values.

4. Table: - The data input is checked against values in a table.

5. Special: - The data input is checked against a flex-field.

6. Pair: - The data input is checked against two flex-field specified range of values.

7. Translatable Independent: - The data input is checked against previously defined

list of values.

  

8. Translatable Dependent: - The data input is checked against defined set of values.

How many Character Formatting Options have for value set?

Numbers Only (0-9)

·        We cannot prevent users from entering a value that contains the radix character.

·        Cannot be used in Translatable Independent and Translatable Dependent value sets.

Uppercase Only (A-Z)

·        Here also we cannot use in Translatable Independent and Translatable Dependent    value sets.

Right-justify and Zer0-fill Numbers (0001)

·        If you have selected Numbers Only (0–9) flag, then it wont allow you to affect this flag.

·        We are recommended to use this in Accounting Flex fields.

Minimum and Maximum Value Range

Your Minimum/maximum value may not be longer than the maximum size you specify for this value set. Once you specify a range of values, you cannot define a new valid value that falls outside this range.

The Minimum Value and Maximum Value fields can therefore allow you to create a value set with a validation type of None.

What are Look Ups

A LOOKUP is a specific list of values which can be set by a user. LOOKUPS have a 'type' and are either:

Access levels of Lookups and differences

·        USER (where the user can add/amend/delete items)

·        EXTENSIBLE (where the user can add or amend his own items, but cannot change any of the 'seeded' values)

·        SYSTEM (where the user cannot do anything to the 'seeded' values)

LOOKUPs are used directly by forms in the system.

Global HRMS Manager > Other Definitions > Application Utilities Lookups.

Difference between Lookups and Value Sets S.no	Value Set	Look Ups
1	Value sets can be attached to parameters of a concurrent program	Lookups can't
2	Value Sets are almost never maintained by end users, with the exception of GL Flexfield codes. Value sets are usually maintained by System Administrators.	Certain types of Lookups are maintainable by the users too
3	Value sets can contain values that are a result of an SQL Statement. Hence it is possible to make Value Set list of values dynamic	On the contrary, Lookup Codes are Static list of values
4	We can do the Validation check in values set and value set has format type Char/varchar2/Number etc	No Validation Check in Look ups
5	In Value set we can insert duplicate values	Lookup has Lookup code and meaning so values are unique

Significance of $FLEX$

$FLEX$: enables to match the prior segment with either value set name or segment name.

Let v2 be the value set definition of 2nd parameter and v1 be the value set definition for the first parameter then

In the value set definition of v2 = value $FLEX$.v1

Note:

Changes You Should Never Make

You should never make these types of changes (old value set to new value set) because you will corrupt your existing key flex-field combinations data:

. Independent to Dependent

. Dependent to Independent

. None to Dependent

. Dependent to Table

. Table to Dependent

. Translatable Independent to Translatable Dependent

. Translatable Dependent to Translatable Independent

. None to Translatable Dependent

. Translatable Dependent to Table

. Table to Translatable Dependent

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