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.) 1-2 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 1-3 Copyright © Oracle Corporation, 2003. All rights reserved. Other sources Ilearning.oracle.com has HRMS process and release information 1-4 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 1-5 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 1-6 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 1-8 Copyright © Oracle Corporation, 2003. All rights reserved.Oracle Confidential SSHR- Placement of CWK with PO 1-9 Copyright © Oracle Corporation, 2003. All rights reserved. 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 1-11 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 1-12 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 1-13 Copyright © Oracle Corporation, 2003. All rights reserved. Compensation Workbench CWB Home Page Task List not Tabs 1-15 Copyright © Oracle Corporation, 2003. All rights reserved. Comp Workbench 1-16 Copyright © Oracle Corporation, 2003. All rights reserved. Multiple Currencies, Single Budget Multiple Award award Comp Workbench Types types 1-17 Copyright © Oracle Corporation, 2003. All rights reserved. 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 1-19 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 1-21 Copyright © Oracle Corporation, 2003. All rights reserved. SS Actions: Select Employee;Position Hierarchy 1-22 Copyright © Oracle Corporation, 2003. All rights reserved. What If – Job Change (promotion) 1-23 Copyright © Oracle Corporation, 2003. All rights reserved. PA : Editable Transactions 1-24 Copyright © Oracle Corporation, 2003. All rights reserved. PA : Concurrent Transactions 1-25 Copyright © Oracle Corporation, 2003. All rights reserved. PA : Intervening Action 1-26 Copyright © Oracle Corporation, 2003. All rights reserved. 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 1-28 Copyright © Oracle Corporation, 2003. All rights reserved. Approval Types 1-29 Copyright © Oracle Corporation, 2003. All rights reserved. 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 1-30 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 1-32 Copyright © Oracle Corporation, 2003. All rights reserved. Plan Design Wizard - Task List 1-33 Copyright © Oracle Corporation, 2003. All rights reserved. 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 1-34 Copyright © Oracle Corporation, 2003. All rights reserved. Plan Design Copy 1-35 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 1-36 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 • • • • • 1-38 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 Copyright © Oracle Corporation, 2003. All rights reserved. Global Interfaces Concurrent Program 1-39 Copyright © Oracle Corporation, 2003. All rights reserved. Assignment Costing User Interface 1-40 Copyright © Oracle Corporation, 2003. All rights reserved. Assignment Costing User Interface 1-41 Copyright © Oracle Corporation, 2003. All rights reserved. Assignment Costing User Interface 1-42 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) 1-43 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 1-44 Copyright © Oracle Corporation, 2003. All rights reserved. Enhanced RetroPay features 1-45 Correction vs Back Dated Changes Context Accountability for Context balances Context Override Data Driven Control Automatic Retropay foundation Performance Improvements Copyright © Oracle Corporation, 2003. All rights reserved. 1-46 Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Payroll US 1-47 Copyright © Oracle Corporation, 2003. All rights reserved. OTL Agenda • • • • 1-49 Entry Level Processing (ELP) Entry Level Approval (ELA) Change and Late Audit (CLA) Misc. Copyright © Oracle Corporation, 2003. All rights reserved. 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 1-50 •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 1-51 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 1-54 5. Diagnostic tests for any configuration 6. Generate regression tests from data 7. Full or partial configuration Copyright © Oracle Corporation, 2003. All rights reserved. Configure Task Lists 1-55 Copyright © Oracle Corporation, 2003. All rights reserved. Configure Configuration Interview Industry Awareness Built In 1-56 Copyright © Oracle Corporation, 2003. All rights reserved. Convert Data Conversion with Embedded Validation Connected and Disconnected Entry 1-57 Copyright © Oracle Corporation, 2003. All rights reserved. Test Diagnostic Reporting Configuration Status and Exceptions 1-58 Copyright © Oracle Corporation, 2003. All rights reserved. Migration Configuration Migration General Migration of Setups 1-59 Copyright © Oracle Corporation, 2003. All rights reserved. Security HRMS PF H Select Restrict option to activate assignment level security for this profile 1-61 Copyright © Oracle Corporation, 2003. All rights reserved. Custom Security 1-62 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 1-63 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.