people management templates

<enter your company logo here>

Sean FieldingSheryl Morrissette

To Quickly Improve Accuracy and Efficiencies

People Management Templates

Objective

Due to time constraints, the following key template functionality will not be demonstrated:

• Fast Formulas• To supply addition details about a field• To perform validation against data entry

• Context-Sensitive fields • Display of Date Track History on date tracked fields• Checklists to record progress of actions • Generation of notification messages

The objective of this presentation is to provide a high level understanding of templates and the steps required to develop a basic template.

• Why consider People Management Templates

• Creating a People Management Template

• Additional Resources

• Questions and Answers

Agenda

Dunkin’ Brands, Inc.

Sean FieldingSean.Fielding@dunkinbrands.com

IT Manager, Business Process Integration Services

Sheryl MorrissetteSheryl.Morrissette@dunkinbrands.com

Senior Analyst, Enterprise Application Services

Presenters

• Oracle 11.5.10.2 (Implemented Nov-2007)o Human Resourceso Employee Self-Serviceo Manager Self-Serviceo Advanced Benefitso iRecruitemento Talent Managemento Compensation Workbencho Time and Laboro iLearningo Discoverer 4i

• ADP Enterprise (Implemented Nov-2007)o ADP Connection

Our Environment

Standard Data Entry

Example of typical data entry via the People Enter and Maintain Form.

Multiple date entry fields are provided. However, typically a good portion of these are not used by HR.

Descriptive Flexfields

Key employee data required for proper reporting and employee processes is stored in DFFs.

The Oracle Beer Mug provides the access point to the DFF Data

Information Types

Additional employee data may be stored in Extra Information Types or Special Information Types

Additional Data Entry

Multiple Addresses must be entered

The Employee’s GRE must be entered

Multiple assignment tabs must be entered

The HR generalist must navigate through a number of buttons, screens and tabs to complete the enter or maintenance of an employee’s record.

Issues

Users spend more time navigating

This can lead to a number of issues including:

More user training is required

Additional auditing is required

Reporting and employee processing can be negatively impacted

Employee data is incomplete

Templates

• Standard Oracle functionality

• Managed through configuration

• Can be configured by a Human Resources Super User (with some exceptions)

• Includes configuration options for searching, security, screens, etc.

• Included in the standard Super User responsibility.

• Unaffected by patches and upgrades

Why People Management Templates?

Custom PLL

• Standard Oracle functionality

• Managed through code

• Requires a development resource

• Not all form events include a Custom PLL user hook

• Does not combine data entry

Warning

Warning!

Technical Discussion Ahead

Boredom May Ensue

Template

In this example, a single employee enter and maintain template includes data elements from

employee, employee DFFs, address, assignment, and salary.

Delivered Templates

Responsibility: US Super HRMS Manager

Navigation: People > Maintain Using Templates

Under the US Responsibility, Oracle delivers 6 pre-built templates.

These templates will act as your starting point.

Let’s Build a Template

Responsibility: US Super HRMS Manager

Navigation: Security > People Management Configurator

Identify a delivered template which will act as our starting point

Create a new template based on the seeded template

Note

For this presentation, I have identified the form function and menu configuration as the final steps to building a template.

However, if you are attempting to build your own template, please skip to the Testing the Template section.

Restrict Person Types

Responsibility: US Super HRMS Manager

Navigation: Further Information

Configure the system person types to be included by the template

Configure the screens to be displayed.

Our Default Template

Template Interface

The templates interface provides configuration options for the delivered windows down to the individual tabs.

Template Interface

The items templates interface provides configuration options for each individual item displayed on a given formThis includes basic functionality such as the size, position, text prompts, and default values.Advanced functionality includes case restrictions, fast formula validation, and tips.

Item Example

With basic configuration, the Previous Last Name field was renamed, repositioned, resized, and made required.

Add an Item

Items not available in the items list can be added by right clicking on the items folder and selecting new

Select the desired item and configure the item within the People Management Template

Items are displayed based on their database names and may not correspond with the label on the form.

Context Sensitive Item

Item Context enables a template to have different functionality based on a specific value. In this example, the template displays differently based on the Address Style chosen.

Country Context

In this example, the Country field displays in a different position based on the Address Style.

Create a new item context value

Base the context on a Description Flexfield

Country Context

Identify the Descriptive Flexfield

Modify the Y position for the Country Field when context is United Arab Emirates

Flat# Context

The Flat# for an address in the United Arab Emirates is stored in the address Information 14 field.

The context configuration identifies the position and the prompt required when retrieving an address with a style of United Arab Emirates.

Buttons

Similar to Data entry fields, buttons can be configured.

Visibility will depend on Task Flow definition

Buttons enabled but not visible will dynamically be added to the menu

Button Example

The PO Ship To button launches the seeded Address form

Actions

Each templates comes configured with a number of actions. For example, the following action suspends an assignment.

Custom Form

Configuration of the Custom Form provides the ability to restrict specific actions available from the template.

Responsibility: US Super HRMS Manager

Navigation: Security > Custom Form

Custom Form

Additional restrictions can be configured through Custom Form.

For example, specific user person types can be included or excluded from the template.

Task Flow Nodes

Responsibility: US Super HRMS Manager

Navigation: Security > Task Flow Node

This Task Flow Node maps the Generic People Management Template to our XXDB_PER_MAINTAN_EMPS modifications

A Task Flow Node is required in order to create a Task Flow Definition.

Task Flow

Task Flow defines the buttons and corresponding links to forms are to be made available.

Responsibility: US Super HRMS Manager

Navigation: Security > Define Task Flow

Any node without the button checkbox checked will appear alphabetically in the Others button.

Standard Task Flow

The standard Oracle People Enter and Maintain form uses a Task flow definition to control the button configuration on the form.

Responsibility: US Super HRMS Manager

Navigation: Security > Define Task Flow

Form Function

Responsibility: System Administrator

Navigation: Application > Function

Form Function

TEMPLATE_NAME="XXDB_PER_MAINTAIN_EMPS" WORKFLOW_NAME="XXDB MAINT TASKFLOW" HR_CUSTOMIZATION="XXDB_PER_MAINTAIN_EMPS"

TEMPLATE_NAME is Template Code value.

WORKFLOW_NAME is the Task Flow Name.

HR_CUSTOMIZATION is Custom Form Version Name.

The values are highlighted in previous slides with the “Don’t Forget” icon.

Menu

Responsibility: System Administrator

Navigation: Application > Menu

Create a new menu item entry referencing the function previously created.

Testing the Template

Once the template has been added to the menu, the template can be run from within the People Management Configurator.

Additional Resources

Oracle® Human Resources Management SystemsConfiguring, Reporting, and System Administration GuideRelease 11ihttp://download.oracle.com/docs/cd/B25284_01/current/acrobat/115hradm.pdf

Oracle® Human Resources Management SystemsFastFormula User GuideRelease 11ihttp://download.oracle.com/docs/cd/B25284_01/current/acrobat/115ffug.pdf

OHUG WebsiteReview the conference archives for People Management Template presentations from previous yearshttp://ohug.org/

Questions