November 2004 Tips and Tricks Presentation

Oracle HRMS
11.5.10
Human Resources Information Systems
R11.5.10
Summary of Changes and Trends
• New product areas or major changes
– (Globalizations, CWK in HR, integrated Learning Mgmt,
CWB, Grade Progression)
• Focus on business process management and
information (SSHR and DBI)
– Enhancing usability (Payroll Workflow, forms and
framework personalization etc)
• Improving performance for pay and ben
• Reducing cost of ownership
– (Configuration Workbench, Plan Design and
Copy Wizards, etc.)
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Copyright © Oracle Corporation, 2003. All rights reserved.
Metalink key pages
Link is embedded in all About Docs (Note 135266.1)
• Accessible from Release and Installation Notes in
self-service center
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Copyright © Oracle Corporation, 2003. All rights reserved.
Other sources
Ilearning.oracle.com has HRMS process and release information
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Copyright © Oracle Corporation, 2003. All rights reserved.
Current Localized Solutions
Supported Localizations Worldwide
HR & Payroll
United States
UK
Korea
Australia
Canada
France
Singapore
Hong Kong
Netherlands
South Africa
Japan
China
Ireland
Saudi Arabia
New Zealand
HR only
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Germany
Belgium
Italy
Mexico
Hungary
Copyright © Oracle Corporation, 2003. All rights reserved.
Spain
Current Localized Solutions
Currently Under Development
HR & Payroll
Russia
Poland
Denmark
Finland
Norway
Sweden
Kuwait
UAE
India
Payroll (added to existing HR)
Mexico
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Copyright © Oracle Corporation, 2003. All rights reserved.
Contingent
Workers
Contingent Worker Management
The Services Procurement Lifecycle
Sourcing & ASL
iProcurement
Sourcing
Collaborative
Contract
Supplier
Request
Negotiation
Qualification
&
&
Response
Compliance
Resource
&
Service
Provider
Selection
Purchasing
iSP
Purchase
Order
Management
T&E and
Change
Invoice &
Resource processes Payment
management
Time and Labor HR/PO
Payables
/iExpenses
iSP
PO Purchasing/HR/Projects
HR
Resource Management
Business Intelligence
E-business sourcing for process efficiency
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SSHR- Placement of CWK with PO
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iLearning R11i
Oracle iLearning Configurations
OTA for Instructor-Led Training
OTA
ILT
OTA integrated with Oracle iLearning for Instructor-Led and online Training
OTA
Users
RCOs/Offerings
ILT
Online
iLearning
CM
Replaced
History
Player
Oracle iLearning 11i
iLearning 11i
ILT
CM
Online
Player
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Copyright © Oracle Corporation, 2003. All rights reserved.
The Competency Cycle
11i.10 brings you
What iLearning 11i does around competencies
• Define instructor competency requirement and use
it to find best match for resource booking
• Define competency delivered
– Course (all delivery modes)
– Learning Path (Training Plan)
• Locate training based on competency delivery
– Courses (all delivery modes)
– Learning Paths
• Learning is completed by employee
• Update of Competency Profile
– Ignore, Notify, Automatic Update, Request Approval
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Copyright © Oracle Corporation, 2003. All rights reserved.
Learner Competencies
Learning Paths and Courses Together
Leadership Learning Path
1
Leadership
Course 1
3
Competency:
Leadership
Level: 3-Good
Leadership
Course 2
2
Competency:
Management
Competency:
Communication
Level: 2-Fair
Level: 3-Good
Learners attain competencies by completing individual
courses and by completing entire catalog learning
paths
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Compensation
Workbench
CWB Home Page
Task List not Tabs
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Comp Workbench
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Multiple
Currencies,
Single Budget
Multiple Award
award
Comp Workbench
Types
types
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Grade Step
Progression
Grade Progression Overview
Major enhancement to existing feature:
• Automatic Grade and Step Progression
• Multiple Grade Ladders
Eligibility
Variable Rates
Automatically update entries for pay
• Detect when person information changes
• HR/Manager review – typical users
• Setup Wizard
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Copyright © Oracle Corporation, 2003. All rights reserved.
SSHR
Usability Improvements
• More compressed better looking UI
• Improved Personalization
• Improved Extensibility
• Improved Search and My List
• Quick Select from LOVs
• Review page changes
– Reordering possible
– Switch off Printable Page and Save for Later
• Transaction details within notifications
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SS Actions: Select Employee;Position Hierarchy
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What If – Job Change (promotion)
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PA : Editable Transactions
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PA : Concurrent Transactions
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PA : Intervening Action
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Approvals
Management
(AME)
Approval Policies
Approval Policies translate to rules in AME and are
made up of the following components:
Rule
if
Transaction Category In {Salary}
Attributes
and
Conditions
Salary Increase Pct < 30
then
require approvals up to the first two superiors
require post approval from HQ_APPS
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Copyright © Oracle Corporation, 2003. All rights reserved.
Approval
Types
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New Features Delivered in R11i10
• Notification Rules
– Approval or FYI
• Generalized Approver Types
– Support any type of team, or role-based approvals
– Using WF Roles to simplify integration for other apps
• Partial approvals for multi-line transactions
• Position Hierarchy Based Approval
• Parallel Approvals
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Copyright © Oracle Corporation, 2003. All rights reserved.
Plan Design
Wizard
Plan Design Wizard
Lower Cost of Ownership
Reduces plan design setup errors
Reduces setup time
• Rapid standard rate entry by plan
• Reduces data entry by auto populating data for
common business requirements
• ‘Save for later’ to allow plan design changes as
requirements change
• Upload plan design for testing
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Plan Design Wizard - Task List
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Plan Design Copy
Lower Cost of Ownership
 Decrease implementation time
 Move plan design from test to production
 Reduce data entry while maintaining plan design
integrity
 Plan templates supply commonly used
configuration and components such as eligibility
and variable rates
 Deliver pre-configured solutions based on best
practices
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Copyright © Oracle Corporation, 2003. All rights reserved.
Plan Design Copy
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Copyright © Oracle Corporation, 2003. All rights reserved.
Benefits
Recent Features
XML Enabled System Extract
• Easily view data in browser
• Tags used to identify data within the file allows for changes to
layout
XML Tags
• Tags are defined for Data Elements, Records and Layouts
• Tags can be changed at anytime prior to running the extract
Output
• XML File
• Schema File
• Style Sheet File
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Copyright © Oracle Corporation, 2003. All rights reserved.
Payroll
System Extract
• Seeded Interfaces for Global and US customers
– Copy and modify the seeded interfaces without writing
any code
• View and correct Errors/ Warnings using a UI
• Use for all kinds of payroll data:
– Any element
– User defined Input values and Balances
•
•
•
•
•
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Output to multiple formats - XML and ASCII
Generate postscript reports
Import file to Excel
High Performance (Multi-threaded)
Available to both HR and Payroll customers
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Global Interfaces Concurrent Program
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Assignment Costing User Interface
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Assignment Costing User Interface
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Assignment Costing User Interface
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Copyright © Oracle Corporation, 2003. All rights reserved.
Enhanced Performance of Balance
Reporting
• Created Run Level Balances
– De-normalized
– Only non-zero values are stored
• New table/index structure provides a more efficient
way to ID rows that contribute to a balance value
• Not only improves reporting performance but also
– Retro Pay
– Payroll Process
– Purge (July 2004)
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Copyright © Oracle Corporation, 2003. All rights reserved.
Enhanced RetroPay
Today
Enhanced Retropay has been
built on top of the
Retropay by Element
solution to produce a data
driven mechanism that
allows greater granularity
of results.
Enhanced RetroPay by
Element
Enhanced Retropay by Element will be
used by all future localizations
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Copyright © Oracle Corporation, 2003. All rights reserved.
Enhanced RetroPay features






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Correction vs Back Dated Changes
Context Accountability for Context balances
Context Override
Data Driven Control
Automatic Retropay foundation
Performance Improvements
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Oracle Payroll
US
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OTL
Agenda
•
•
•
•
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Entry Level Processing (ELP)
Entry Level Approval (ELA)
Change and Late Audit (CLA)
Misc.
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ELP Timecard Entry
Process
•Projects data is
entered for billing
purposes only.
Project Time
•Project/Task/Type
are all required if
one is entered.
•Hours Types
are entered as
payroll
exceptions.
Vacation Time
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•Hours Type
can’t be
entered on the
same line as a
project.
•Project/Task/Type is
only retrieved to
projects. Type does not
necessarily map to an
Hours Type.
•Hours Type for
vacation does not
relate to a project and
is only retrieved to
payroll.
Copyright © Oracle Corporation, 2003. All rights reserved.
ELA Timecard Approval
Process
Timecard entered
with multiple
projects, each
requiring a different
approver.
Approver A
sees
Project A
Approver B
sees
Project B
Approver C
sees
Project C
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Copyright © Oracle Corporation, 2003. All rights reserved.
Timecard is retrieved
to projects as a
whole.
If one approver
rejects, the entire
timecard is rejected.
Change or Late Audit
Change and Late
Rules fire on Next
Person
enters time
daily.
The user
is forced
to enter a
reason
for any
changed
or late
entry.
• Audit flow
Audit
Summary
Review/Submit
Audit Data
Audit data
stored in
Time Store
along with
time data
•Reason for
Late
•Reason for
Change
•Value of
‘from’ and
‘to’
Timecard
Configuration
Workbench
HRMS Workbench
Configure
4. Spreadsheets generated from any
configuration – (WebADI)
Automatically mapped to open interfaces
Migrate Test
1. Configuration interview with embedded
HRMS expertise
2. Configuration wizards to ‘fine-tune’ and
maintain setups
3. Library of configuration solutions/templates
Convert
Tools
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5. Diagnostic tests for any configuration
6. Generate regression tests from data
7. Full or partial configuration
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Configure
Task Lists
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Configure
Configuration Interview
Industry Awareness Built In
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Convert
Data Conversion with Embedded
Validation Connected and Disconnected Entry
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Test
Diagnostic Reporting
Configuration Status and Exceptions
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Migration
Configuration Migration
General Migration of Setups
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Security
HRMS PF H
Select Restrict option to
activate assignment
level security for this
profile
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Custom Security
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Copyright © Oracle Corporation, 2003. All rights reserved.
Impact of Changes
User Based Security Profiles
• Reduce the number of security profiles by defining
rules based on user attributes
• Automatically change access permissions with
changes in personal records
• Use existing attributes to generate lists
– e.g. Job or Location, Person Type
• Use Descriptive or Key Flex segments
• Use alternative options by configuration
– e.g. Responsibility, WorkFlow Role, Project Role,
Supplementary Role, HRMS Role
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Copyright © Oracle Corporation, 2003. All rights reserved.
R11.5.10
Summary of Changes and Trends
• New product areas or major changes
– (Globalizations, CWK in HR, integrated Learning Mgmt,
CWB etc)
• Focus on business process management and
information (SSHR and DBI)
– Enhancing usability (Payroll Workflow, forms and
framework personalization etc)
• Improving performance for pay and ben
• Reducing cost of ownership
– (Configuration Workbench, Plan Design and
Copy Wizards, etc.)
1-64
Copyright © Oracle Corporation, 2003. All rights reserved.