BR 100 HR

AIM
BR.100AHR HUMAN RESOURCES APPLICATION SETUP <Company Long Name> <Subject>
Author: Creation Date: Last Updated: Document Ref: Version:
<Author> June 7, 1999 June 7, 1999 <Document Reference Number> DRAFT 1A
Approvals: <Approver 1> <Approver 2>
BR.100Ahr Human Resources Application Setup June 7, 1999
Doc Ref: <Document Reference Number>
Document Control
Change Record
7
Date 7-Jun-99
Author <Author>
Version Draft 1a
Change Reference No Previous Document
Reviewers
Name
Position
Distribution
Copy No. 1 2 3 4
Name 0Library Master 1 2
Location 0Project Library 1Project Manager 2
Note To Holders: If you receive an electronic copy of this document and print it out, please write your name on the equivalent of the cover page, for document control purposes. If you receive a hard copy of this document, please write your name on the front cover, for document control purposes.
<Subject> File Ref: 126150953.doc
(v. DRAFT 1A ) Company Confidential - For internal use only
Document Control
ii
Contents
Document Control.......................................................................................ii Application Setup Control Sheet - Human Resources.................................1 Define Cost Allocation Flexfield/HR: Define Value Sets...........................14 Define Cost Allocation Flexfield/HR: Define Segments and Qualifiers.....18 Define Cost Allocation Flexfield/HR: Define Cross-Validation Rules.........20 Define Cost Allocation Flexfield/HR: Define Aliases.................................22 Define Cost Allocation Flexfield/HR: Freeze and Compile Flexfield Structure...................................................................................................24 Define Grade Related Information/HR: Define Grades.............................26 Define Grade Related Information/HR: Define Grade Rates.....................27 Define Grade Related Information/HR: Define Pay Scales.......................28 Define Grade Related Information/HR: Define Progression Point Values. 29 Define Grade Related Information/HR: Define Grade Scales...................30 Define Payroll Information/HR: Define Payment Methods........................32 Define Payroll Information/HR: Define Consolidation Set........................33 Define Payroll Information/HR: Define Payroll Group...............................34 Define Input Value Validation/HR: Define New QuickCode Types............36 Define Input Value Validation/HR: Define QuickCode Values...................37 Define Input Value Validation/HR: Define User Table Structure...............38 Define Input Value Validation/HR: Define User Table Values...................40 Define Input Value Validation/HR: Define Element Validation Formulas..41 Define Compensation and Benefit Information/HR: Define Elements and Input Values..............................................................................................42
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ii
Define Compensation and Benefit Information/HR: Define Element Links..........45 Setup Earnings and Deductions for Payroll Processing/HR: Define Additional Tax Categories.........................................................................48 Setup Earnings and Deductions for Payroll Processing/HR: Initiate Earnings....................................................................................................49 Setup Earnings and Deductions for Payroll Processing/HR: Initiate Deductions................................................................................................51 Setup Earnings and Deductions for Payroll Processing/HR: Define Additional Taxability Rules for Tax Categories.........................................55 Customize Generated Definitions/ HR: Define or Customize Payroll Balances...................................................................................................56 Customize Generated Definitions/ HR: Define or Customize Payroll Formulas...................................................................................................57 Customize Generated Definitions/HR: Define Formula Result Rules........58 Define Salary Administration/HR: Define Proposal Reasons and Performance Ratings.................................................................................59 Define Salary Administration/HR: Define Salary Base.............................60 Define Benefits Administration/HR: Define QuickCode Value-Benefits Administration..........................................................................................63 Define Benefits Administration/HR: Define Benefit Carriers....................64 Define Benefits Administration/HR: Define Benefit Coverage and Default Contributors..............................................................................................66 Define Benefits Administration/HR: Define Benefit Plan Links.................67 Define Person Types and Assignment Statuses/HR: Define Element Sets ..................................................................................................................70 Define Person Types and Assignment Statuses/HR: Define Person Types ..................................................................................................................71 Define Person Types and Assignment Statuses/HR: Define Assignment Statuses....................................................................................................72 Define Special Personal Information/HR: Define Personal Analysis Flexfield Value Sets..................................................................................73 Define Special Personal Information/HR: Define Personal Analysis Flexfield Segments...................................................................................74 Define Special Personal Information/HR: Define Personal Analysis Flexfield Segment Values.........................................................................76 Define Special Personal Information/HR: Define Personal Analysis CrossValidation Rules........................................................................................78
<Subject> File Ref: 126150953.doc Document Control ii
Define Special Personal Information/HR: Define Personal Analysis Flexfield Aliases......................................................................................................80 Define Special Personal Information/HR: Freeze and Compile Flexfield Structure...................................................................................................82 Define Special Personal Information/HR: Register Special Information Types for Business Group.........................................................................84 HR: Define Assignment Statuses for Applicants.......................................86 Define New Hire Reporting/HR: Check GRE Federal and State ID Number ..................................................................................................................87 Define New Hire Reporting/HR: Enter GRE Contact Information..............89 Define New Hire Reporting/HR: Enter New Hire Information for Every Employee..................................................................................................91 Define Methods of Measurement and Creating Competencies/HR: Create Rating Scales............................................................................................96 Define Methods of Measurement and Creating Competencies/HR: Create Competencies...........................................................................................97 Define Methods of Measurement and Creating Competencies/HR: Group Competence Types...................................................................................99 Define Competence Requirement/HR: Define Competence Requirements ................................................................................................................100 HR: Create Qualification Types..............................................................101 Define Assessment and Appraisal/HR: Create Assessment Templates..102 Define Assessment and Appraisal/HRUS: Create Appraisal Templates..104 Define Workers Compensation/HR: Define Workers Compensation Insurance Carrier....................................................................................105 Define Workers Compensation/HR: Define Insurance Carriers for Government Reporting Entities..............................................................106 Define Workers Compensation/HR: Define State Code and Rate...........108 Define Workers Compensation/HR: Define Codes for Jobs.....................109 Define Workers Compensation/HR: Define Element Link for Workers Compensation Element...........................................................................111 Define Absence Management/Accruals of PTO/HR: Define Accrual Plan with Absence Element............................................................................114 Define Absence Management/Accruals of PTO/HR: Define Element Links for Accrual Elements...............................................................................115
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Define Absence Management/Accruals of PTO/HR: Associate Absence Type with Absence Element....................................................................................118 Define Absence Management/Accruals of PTO/HRUS: Define Absence Element to Record Time Taken...............................................................120 Define Absence Management/Accruals of PTO/HRUS: Define Element Links for Absence Element......................................................................123 Define Absence Management/Accruals of PTO/HRUS: Define Element Links for Accrual Elements......................................................................126 Define Absence Management/Accruals of PTO/HRUS: Define Absence Reason....................................................................................................129 Define Human Resource Budgets/HR: Define QuickCode Values..........131 Define Human Resource Budgets/HR: Define Period Types...................132 Define Human Resource Budgets/HR: Define Budgetary Calendars......133 Define Human Resource Budgets/HR: Define Budgets..........................134 Define Evaluation Systems/HR: Define Evaluation Types......................136 Define Evaluation Systems/HR: Define Valid Grades for Jobs................137 Define Evaluation Systems/HR: Define Valid Grades for Positions........138 Define Skills Matching/HR: Define Skill Requirements for Jobs..............140 Define Skills Matching/HRUS: Define Skill Requirements for Positions. .141 Define Career Planning/HR: Create and Map Career Path......................143 Define Career Planning/HR: Enter Work Choice-Job...............................144 Define Career Planning/HR: Create Position Hierarchies.......................146 Define Career Planning/HR: Enter Work Choice-Positions......................148 Define Reports and Standard Letters/HR: Write New Reports................151 Define Reports and Standard Letters/HR: Register Reports as Concurrent Programs with SRS..................................................................................152 Define Reports and Standard Letters/HR: Define Report Sets...............155 Define User Security/HR: Define Security Profiles..................................161 Define User Security/HR: Define Form Customizations..........................163 Define User Security/HR: Define Task Flow Nodes.................................164 Define User Security/HR: Define Task Flows..........................................165 Open and Closed Issues for this Deliverable...........................................166
<Subject> File Ref: 126150953.doc (v. DRAFT 1A ) Company Confidential - For internal use only Document Control ii
Open Issues................................................................................................166 Closed Issues....................................................................................166
Document Control
ii
Doc Ref:
Application Setup Control Sheet - Human Resources

Environment Name: Machine: Type (definition, execution, or both):
Workflow SubWorkflow Name Setup Human Resources Define Cost Allocation Flexfield Define Cost Allocation Flexfield Define Cost Allocation Flexfield Define Cost Allocation Flexfield Define Cost Allocation Flexfield Define Cost Allocation Flexfield Define Cost Allocation Flexfield Define Cost Allocation Flexfield Define Cost Allocation Flexfield
Setup Task
Responsibility
Due Date
QA Responsibility
QA Due Date
Signature Approval
HR: Define Value Sets
HR: Define Segments and Qualifiers HR: Define Segment Values HR: Define Cross Validation Rules HR: Define Aliases
HR: Freeze and Compile Flexfield Structure HR: Run Grant Permission to Role HR: Setup Application Data Export HR: Setup Hierarchy Diagrammers
Setup Work Structures

Define Grade Related Information HR: Define Grades
File Ref: 126150953.doc
(v. )
Document Control Company Confidential - For internal use only
ii
Doc Ref: Workflow SubWorkflow Name Define Grade Related Information Define Grade Related Information Define Grade Related Information Define Grade Related Information Define Payroll Information Define Payroll Information Define Payroll Information Define Payroll Information Define Payroll Information Define Payroll Information Define Payroll Information Setup Task Responsibility Due Date QA Responsibility QA Due Date Signature Approval
HR: Define Grade Rates
HR: Define Pay Scales
HR: Define Progression Point Values HR: Define Grade Scales
HR: Define Payment Methods HR: Check Product Installed HR: Define Consolidation Set HR: Define Payroll Group
HRUS: Define Payment Methods HRUS: Define Consolidation Set HRUS: Define Payroll Group
Setup Compensation and Benefits Define Input Value Validation Define Input Value Validation Define Input Value Validation HR: Define New QuickCode Types HR: Define QuickCode Values HR: Would You Like to Define User Tables? Document Control Company Confidential - For internal use only ii
(v. )
Doc Ref: Workflow SubWorkflow Name Define Input Value Validation Define Input Value Validation Define Input Value Validation Define Input Value Validation Define Input Value Validation Define Input Value Validation Setup Task Responsibility Due Date QA Responsibility QA Due Date Signature Approval
HR: Define User Table Structure HR: Define User Table Values HR: Define Element Validation Formulas HRUS: Define New QuickCode Types HRUS: Define QuickCode Values HRUS: Define Element Validation Formulas
Define Compensation and HR: Define Elements and Benefit Information Input Values Define Compensation and HR: Define Element Links Benefit Information Define Compensation and HRUS: Define Elements Benefit Information and Input Values Setup Earnings and Deductions for Payroll Processing Setup Earnings and Deductions for Payroll Processing Setup Earnings and Deductions for Payroll Processing Setup Earnings and Deductions for Payroll Processing Setup Earnings and File Ref: 126150953.doc HR: Define Additional Tax Categories
HR: Define or Customize User Tables-Values
HR: Define or Customize User Tables-Structures
HR: Initiate Earnings
HR: Initiate Deductions (v. ) Document Control Company Confidential - For internal use only ii
Doc Ref: Workflow SubWorkflow Name Deductions for Payroll Processing Setup Earnings and Deductions for Payroll Processing Setup Earnings and Deductions for Payroll Processing Customize Generated Definitions Customize Generated Definitions Customize Generated Definitions Customize Generated Definitions HR: Define Element Links-Payroll Processing Setup Task Responsibility Due Date QA Responsibility QA Due Date Signature Approval
HR: Define Additional Taxability Rules for Tax Categories HR: Define or Customize Payroll Balances HR: Define or Customize Payroll Formulas HR: Define Formula Result Rules HRUS: Define or Customize Payroll Balances HRUS: Define or Customize Payroll Formulas HRUS: Define Formula Result Rules HR: Define Proposal Reasons and Performance Ratings HR: Activate Salary
Customize Generated Definitions
Customize Generated Definitions Define Salary Administration
Define Salary Administration Define Salary Administration Define Salary Administration
HR: Define Salary Base
HR: Define Element Links
(v. )
ii
Doc Ref: Workflow SubWorkflow Name Define Salary Administration Setup Task Responsibility Due Date QA Responsibility QA Due Date Signature Approval
HRUS: Define Proposal Reasons and Performance Ratings HRUS: Define Salary Base
Define Salary Administration Define Salary Administration Define Benefits Administration
HRUS: Define Element Links for Salary HR: Define QuickCode Value-Benefits Administration HR: Define Benefit Carriers HR: Define Benefit Coverages and Default Contributors HR: Define Benefit Plan Links HR: Define Element Sets
Define Benefits Administration Define Benefits Administration
Define Benefits Administration Define Person Types and Assignment Statuses Define Person Types and Assignment Statuses
HRUS: Define Element Sets
Setup People and Assignments Define Person Types and Assignment Statuses Define Person Types and Assignment Statuses Define Special Personal Information HR: Define Person Types
HR: Define Assignment Statuses HR: Define Personal Analysis Flexfield Structures HR: Define Personal Analysis Flexfield Value
Define Special Personal Information File Ref: 126150953.doc
(v. )
ii
Doc Ref: Workflow SubWorkflow Name Setup Task Responsibility Due Date QA Responsibility QA Due Date Signature Approval
Sets Define Special Personal Information HR: Define Personal Analysis Flexfield Segments HR: Define Personal Analysis Flexfield Segment Values HR: Define Personal Analysis Cross Validation Rules HR: Define Personal Analysis Flexfield Aliases HR: Freeze and Compile Flexfield Structure HR: Register Special Information Types for Business Group HRUS: Register Special Information Types for Business Group HR: Define Assignment Statuses for Applicants HR: Do You Want to Setup New Hire Reporting? Define New Hire Reporting Define New Hire Reporting Define New Hire Reporting HR: Check GRE Federal and State ID Number HR: Enter GRE Contact Information HR: Enter New Hire Information for Every Employee Document Control Company Confidential - For internal use only ii
Define Special Personal Information
Define Special Personal Information Define Special Personal Information Define Special Personal Information
(v. )
Doc Ref: Workflow SubWorkflow Name Setup Career Management Define Methods of Measurement and Creating Competencies Define Methods of Measurement and Creating Competencies Define Methods of Measurement and Creating Competencies Define Competence Requirement Define Competence Requirement Define Competence Requirement HR: Create Rating Scales Setup Task Responsibility Due Date QA Responsibility QA Due Date Signature Approval
HR: Create Competencies
HR: Group Competence Types
HR: Define Competence Requirements HR: Enter Work Factor For a Job HR: Enter Work Factor For a Position HR: Setup Activity Security (OTA) HR: Create Qualification Types HR: Create Establishments
Define Assessment and Appraisal Define Assessment and Appraisal Define Assessment and Appraisal Define Assessment and Appraisal
HR: Check Product Version HR: Create Assessment Templates HR: Create Appraisal Questionnaire Pages HR: Create Appraisal Templates Document Control Company Confidential - For internal use only ii
(v. )
Doc Ref: Workflow SubWorkflow Name Define Assessment and Appraisal Define Assessment and Appraisal Define Assessment and Appraisal Setup Task Responsibility Due Date QA Responsibility QA Due Date Signature Approval
HRUS: Create Assessment Templates HRUS: Create Appraisal Questionnaire Pages HRUS: Create Appraisal Templates
Setup Specific Business Functions Define Workers Compensation HR: Define Workers Compensation Insurance Carrier HR: Define Insurance Carriers for Government Reporting Entities HR: Define State Rules for Imputed and Supplemental Earnings HR: Define State Code and Rate HR: Define Codes for Jobs
Define Workers Compensation
Define Workers Compensation
Define Workers Compensation Define Workers Compensation Define Workers Compensation
HR: Define Element Link for Workers Compensation Element HR: Define Absence Element to Record Time Taken HR: Define Element Links for Absence Element
Define Absence Management/Accruals of PTO Define Absence Management/Accruals of PTO Define Absence Management/Accruals of PTO
HR: Define Accrual Plan with Absence Element
(v. )
ii
Doc Ref: Workflow SubWorkflow Name Define Absence Management/Accruals of PTO Define Absence Management/Accruals of PTO Define Absence Management/Accruals of PTO Define Absence Management/Accruals of PTO Define Absence Management/Accruals of PTO Define Absence Management/Accruals of PTO Define Absence Management/Accruals of PTO Define Absence Management/Accruals of PTO Define Human Resource Budgets Define Human Resource Budgets Define Human Resource Budgets Define Human Resource Budgets Setup Task Responsibility Due Date QA Responsibility QA Due Date Signature Approval
HR: Define Element Links for Accrual Elements
HR: Associate Absence Type with Absence Element HRUS: Define Absence Element to Record Time Taken HRUS: Define Element Links for Absence Element HRUS: Define Accrual Plan with Absence Element HRUS: Define Element Links for Accrual Elements HRUS: Define Absence Reasons
HRUS: Associate Absence Type with Absence Element HR: Define QuickCode Values HR: Define Period Types
HR: Define Budgetary Calendars HR: Define Budgets
(v. )
ii
Doc Ref: Workflow SubWorkflow Name Define Evaluation Systems Define Evaluation Systems Define Evaluation Systems Define Skills Matching Setup Task Responsibility Due Date QA Responsibility QA Due Date Signature Approval
HR: Define Evaluation Types HR: Define Valid Grades for Jobs HR: Define Valid Grades for Positions HR: Define Skill Requirements for Jobs HR: Define Skill Requirements for Positions HRUS: Define Skill Requirements for Jobs HRUS: Define Skill Requirements for Positions HR: Create and Map Career Path-1 HR: Create and Map Career Path-2 HR: Enter Work ChoiceJob HR: Create Appraisal Questionnaire HR: Use Attachments or Special Information TypeJob HR: Create Position Hierarchies HR: Enter Work ChoiceDocument Control Company Confidential - For internal use only ii
Define Skills Matching
Define Career Planning
(v. )
Doc Ref: Workflow SubWorkflow Name Setup Task Responsibility Due Date QA Responsibility QA Due Date Signature Approval
Positions Define Career Planning HR: Use Succession Planning HR: Use Attachments or Special Information TypePosition HRUS: Create and Map Career Path-1 HRUS: Create and Map Career Path-2 HRUS: Enter Work Choice-Job HRUS: Create Appraisal Questionnaire HRUS: Use Attachments or Special Information Type-Job HRUS: Create Position Hierarchies HRUS: Enter Work Choice-Positions HRUS: Use Succession Planning HRUS: Use Attachments or Special Information Type-Position
Setup Control Define Reports and Standard Letters Define Reports and File Ref: 126150953.doc HR: Write New Reports
HR: Register Reports as (v. ) Document Control Company Confidential - For internal use only ii
Doc Ref: Workflow SubWorkflow Name Standard Letters Setup Task Responsibility Due Date QA Responsibility QA Due Date Signature Approval
Concurrent Programs with SRS HR: Define Report Sets
Define Reports and Standard Letters Define Concurrent Processing for Work Processors Define Concurrent Processing for Work Processors Define Concurrent Processing for Work Processors Define Concurrent Processing for Work Processors Define Concurrent Processing for Work Processors Define Concurrent Processing for Work Processors Define Concurrent Processing for Work Processors Define Concurrent Processing for Oracle Report Define Concurrent Processing for Oracle Report
HR: Define Word Processors-Plan
HR: Define Word Processors-Write SQL*Plus Script HR: Define Word Processors-Register SQL*Plus Script HR: Define Word Processors-Link SQL*Plus Scrip HR: Define Word Processors-Write Skeleton Letter HR: Define Word Processors-Request Letter HR: Define Word Processors-Merge Data File HR: Define Oracle Reports-Plan
HR: Define Oracle Reports-Write Report
(v. )
ii
Doc Ref: Workflow SubWorkflow Name Define Concurrent Processing for Oracle Report Define Concurrent Processing for Oracle Report Define Concurrent Processing for Oracle Report Setup Task Responsibility Due Date QA Responsibility QA Due Date Signature Approval
HR: Define Oracle Reports-Register Report
HR: Define Oracle Reports-Link Report
HR: Define Oracle Reports-Run Report
HR: Define Standard Letters with ADE HR: Define Standard Letters with Microsoft Word Define User Security HR: Define Security Profiles HR: Run Generate Secure User Process HR: Run Security List Maintenance Process HR: Define Form Customizations HR: Define Task Flow Nodes HR: Define Task Flows
Define User Security
(v. )
ii
Doc Ref:
Define Cost Allocation Flexfield/HR: Define Value Sets Human Resources>Configuration Tools>Validation>Values
<Customer Short Name> Process: <Process Name>
Control Number: Business Area: Date:
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define Value Sets.
<Process Owner>
<Find Value Set>

Name
<Find Values By>

Value Set Key Flexfield Descriptive Flexfield Concurrent Program
Independent Value Value Description
(v. )
ii
Doc Ref:
<Values>
Value Description
Effective
Enabled From To
Hierarchy, Qualifiers
Parent Group Level Qualifiers
(v. )
ii
Doc Ref:
Define Child Ranges <Child Ranges>

From To Include
Move Child Ranges <Source>

Value Description
Child Ranges: From
Child Ranges: To
Child Ranges: Type
<Destination>
Value Description
Child Ranges: From
Child Ranges: To
Child Ranges: Type
(v. )
ii
Doc Ref:
View Hierarchies <Value Hierarchy>

Parent Value Description
<Children>
Value Description Parent
(v. )
ii
Doc Ref:
Define Cost Allocation Flexfield/HR: Define Segments and Qualifiers Human Resources>Configuration Tools>Key Flexfields>Segments
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define Segments and Qualifiers.
<Process Owner>
<Key Flexfield Segments>

Application Flexfield Title
<Structures>
Title Description View Name
Freeze Flexfield Definition Enabled Segment Separator Cross-Validate Segments Freeze Roll-Up Groups Allow Dynamic Inserts
(v. )
ii
Doc Ref:
Segments <Segments Summary>

Number Name Window Prompt Column Value Set Displayed Enabled
Flexfield Qualifiers
Name Description Enabled
(v. )
ii
Doc Ref:
Define Cost Allocation Flexfield/HR: Define Cross-Validation Rules Human Resources>Configuration Tools>Key Flexfields>Cross-Validation
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define Cross-Validation Rules.
Application Flexfield Title Structure Description
<Process Owner>
<Cross-Validation Rules>
Name Description
Error Message Error Segment From To
(v. )
ii
Doc Ref:
<Cross-Validation Rule Elements>

Type From To
(v. )
ii
Doc Ref:
Define Cost Allocation Flexfield/HR: Define Aliases Human Resources>Configuration Tools>Key Flexfields>Aliases
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form define Shorthand Aliases.
<Process Owner>
<Shorthand Aliases>
<Shorthand>
Enabled Max Alias Size Prompt
<Shorthand Aliases>
Alias Template
(v. )
ii
Doc Ref:
Alias Description
Alias Description Template Description
Effective
Enabled From To Template Description
(v. )
ii
Doc Ref:
Define Cost Allocation Flexfield/HR: Freeze and Compile Flexfield Structure Human Resources>Configuration Tools>Key Flexfields>Segments
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define Segments and Qualifiers.
<Process Owner>

<Structures>
(v. )
ii
Doc Ref:

(v. )
ii
Doc Ref:
Define Grade Related Information/HR: Define Grades Human Resources>Work Structure>Grade>Description

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> Description: Use this form to Define Grades.
<Priority (H,M,L)>
<Process Owner>
<Grades>
Sequence Number Name Date From Date To
(v. )
ii
Doc Ref:
Define Grade Related Information/HR: Define Grade Rates Human Resources>Work Structure>Grade>Grade Rate
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to Define Grade Rates.
<Process Owner>
<Grade Rates>
Name Units
<Grade Rate Values>

Grade Name Value Minimum Maximum Mid Value Effective Dates: From Effective Dates: To
(v. )
ii
Doc Ref:
Define Grade Related Information/HR: Define Pay Scales Human Resources>Work Structure>Grade>Pay Scale
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to Define Pay Scales.
<Process Owner>
<Pay Scale>
Name Last Automatic Increment
<Increment Frequency>
Number Per Period
<Progression Points>
Point Sequence
(v. )
ii
Doc Ref:
Define Grade Related Information/HR: Define Progression Point Values Human Resources>Work Structure>Grade>Point Values
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define Progression Point Values.
<Process Owner>
<Scale Rate>
Name Units Pay Scale
<Progression Point Values>

Point Values
<Effective Dates>
From To
(v. )
ii
Doc Ref:
Define Grade Related Information/HR: Define Grade Scales Human Resources>Work Structure>Grade>Grade Steps and Points
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to Define Grade Scales.
<Process Owner>
<Grade Scale>
Grade Pay Scale Ceiling Point Step 1
<Effective Dates>
From To Current Date
<Grade Steps>
Step Point
(v. )
ii
Doc Ref:
<Effective Dates>
From To
(v. )
ii
Doc Ref:
Define Payroll Information/HR: Define Payment Methods Human Resources>Payroll>Payment Methods

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to Define Payment Methods.
<Process Owner>
<Organizational Payment Method>

Name Type Currency Third Party Payment
<Source Bank>
Country Bank Details
Further Information
<Effective Dates>
(v. )
ii
Doc Ref:
Define Payroll Information/HR: Define Consolidation Set Human Resources>Payroll>Consolidation

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define Consolidation Sets for payroll run results.
<Process Owner>
<Consolidation Sets>
Name
(v. )
ii
Doc Ref:
Define Payroll Information/HR: Define Payroll Group Human Resources>Payroll>Payroll>Description

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define Payroll Groups.
<Process Owner>
<Payroll>
Name Period Type First Period End Date Number of Years
<Date Offset>
Check Scheduled Run Cut Off
<Default>
Payment Method Consolidation Set
(v. )
ii
Doc Ref:
<Costing>
Costing Suspense Account
<Effective Dates>
Negative Payment Allowed
(v. )
ii
Doc Ref:
Define Input Value Validation/HR: Define New QuickCode Types Human Resources>Other Definitions>QuickCode Types
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define your own QuickCode Types.
<Process Owner>
<QuickCode Types>
Type Meaning Access Level User Defined
(v. )
ii
Doc Ref:
Define Input Value Validation/HR: Define QuickCode Values Human Resources>Other Definitions>QuickCode Values
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to enter values and meanings for QuickCode Values.
<Process Owner>
<QuickCodes>
Type Application Description
<Access Level>
User Extensible System
Code
Meaning
Description
Start Date
End Date
Enabled
(v. )
ii
Doc Ref:
Define Input Value Validation/HR: Define User Table Structure Human Resources>Other Definitions>Table Structure
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to set up the tables you require.
<Process Owner>
<Table Structure>
Name Match Type Key Units of Measure Row Title
Columns
Name Formula
(v. )
ii
Doc Ref:
Rows
Sequence Exact Effective Dates: From Effective Dates: To
(v. )
ii
Doc Ref:
Define Input Value Validation/HR: Define User Table Values Human Resources>Other Definitions>Table Values
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to enter Table Values.
<Process Owner>
<Table Values>
Table Key Units of Measure
<Column>
Name
<Values>
Exact Value Effective Dates: From Effective Dates: To
(v. )
ii
Doc Ref:
Define Input Value Validation/HR: Define Element Validation Formulas Human Resources>Compensation and Benefits>Write Formulas
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to enter and modify Formulas.
<Process Owner>
<Formula>
Name Type Description Verified
<Effective Dates>
Show Items
Name Type Default Required Description
(v. )
ii
Doc Ref:
Define Compensation and Benefit Information/HR: Define Elements and Input Values Human Resources>Compensation & Benefit>Element Description
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to enter Compensation and Benefit information.
<Process Owner>
<Element>
Name Reporting Name Description Primary Classification Benefit Classification
<Effective Dates>
(v. )
ii
Doc Ref:
<Processing>
Type: Recurring Type: Nonrecurring Termination Rule: Actual Termination Termination Rule: Final Close Multiple Entries Allowed Additional Entry Allowed Closed for Entry Process in Run Indirect Results Adjustment Only Third Party Payment Priority Skip Rule
<Currency>
Input Output
(v. )
ii
Doc Ref:
<Qualifying Conditions>
Age Length of Service Units Standard Further Information
Input Values
Name Unit Sequenc e Requir ed User Enterable Database Item
(v. )
ii
Doc Ref:
Define Compensation and Benefit Information/HR: Define Element Links Human Resources>Compensation & Benefit>Link
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> Description: Use this form to define Links.
<Priority (H,M,L)>
<Process Owner>
<Element>
Name Input Value Name Grade Rate Grade Rate Basis Annualized Hours Start Date End Date
(v. )
ii
Doc Ref:
<Eligibility Criteria>
Organization Group Job Position Grade Location Employment Category Payroll Salary Basis Link To All Payrolls
Costing <Costable Type>

Not Costed Fixed Cost Costed Distributed Distribution Set Transfer to GL Costing Balancing
(v. )
ii
Doc Ref:
Miscellaneous <Effective Dates>

Qualifying Conditions
Age Length of Service Units
(v. )
ii
Doc Ref:
Setup Earnings and Deductions for Payroll Processing/HR: Define Additional Tax Categories Human Resources>Other Definitions>QuickCode Values
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define additional Tax Categories.
<Process Owner>
<Access Level>
User Extensib le System
Code
Meaning
Description
Start Date
End Date
Enabled
(v. )
ii
Doc Ref:
Setup Earnings and Deductions for Payroll Processing/HR: Initiate Earnings Human Resources>Compensation & Benefit>Earnings
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to activate and review Earnings types.
<Process Owner>
<Earnings>
Name Reporting Name Description Classification Overtime Base FLSA Hours Reduce Regular Pay MIX Entry Allowed
(v. )
ii
Doc Ref:
<Element Processing>
Type: Recurring Type: Nonrecurring Priority Standard Link Calculation Rule
<Separate Check>
No Yes
<Deduction Processing>
All Tax Only Pretax and Tax Only
<Effective Dates>
From To
(v. )
ii
Doc Ref:
Setup Earnings and Deductions for Payroll Processing/HR: Initiate Deductions Human Resources>Compensation & Benefit>Deductions
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to activate and review Deductions.
<Process Owner>
<Deduction>
Name Reporting Name Description Classification Category Benefit Classification
Processing <Type>
Recurring Nonrecurring Priority Standard Link
(v. )
ii
Doc Ref:
<Run Type>
Regular All
<Start Rule>
On Entry Chained Earnings Threshold
<Stop Rule>
On Entry Total Reached
Series EE Bond Frequency Rules Exist Pay MIX Entry Allowed
(v. )
ii
Doc Ref:
Frequency Rules <Frequency Rules>

Regular Processing Period: Payroll Period Type 1 2 3 4 5
Amount Details <Rules>

Flat Amount % Earnings Payroll Table Benefits Table
<Payroll Table>
Name Column Row Type
(v. )
ii
Doc Ref:
<Insufficient Funds>
Arrearage Partial Deduction
<Effective Date>
From To
MIX Entry Allowed
(v. )
ii
Doc Ref:
Setup Earnings and Deductions for Payroll Processing/HR: Define Additional Taxability Rules for Tax Categories Human Resources>Compensation & Benefit>Tax Withholding Rules
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define your Tax Withholding for your Tax Categories.
<Process Owner>
<Taxability>
Primary Classification Level
<Federal>
Tax Category Not Withheld Withheld EIC FUTA Medicare SS
(v. )
ii
Doc Ref:
Customize Generated Definitions/ HR: Define or Customize Payroll Balances Human Resources>Compensation & Benefit>Balance
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to enter Balances with feeds and dimensions.
<Process Owner>
<Balance>
Name Reporting Name Units Currency Use for Renumeration
(v. )
ii
Doc Ref:
Customize Generated Definitions/ HR: Define or Customize Payroll Formulas Human Resources>Compensation and Benefits>Write Formulas
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to enter and modify Formulas.
<Process Owner>
<Formula>
Name Type Description Verified
<Effective Dates>
Show Items
(v. )
ii
Doc Ref:
Customize Generated Definitions/HR: Define Formula Result Rules Human Resources>Compensation and Benefits>Formula Results
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define what happens to Formula Results.
<Process Owner>
<Formula Result Rules>

Name Classification Description
<Processing Rules>
Effective Dates: Name Formula From To
<Formula Results>
Effective Dates: Name Type Element Input Value Units Message Severity From To
(v. )
ii
Doc Ref:
Define Salary Administration/HR: Define Proposal Reasons and Performance Ratings Human Resources>Other Definitions>QuickCode Values
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner> Description: Use this form to define QuickCodes for Proposal Reasons and Performance Ratings.
<QuickCodes>
<Access Level>
Code
Meaning
Description
Start Date
End Date
Enabled Yes
(v. )
ii
Doc Ref:
Define Salary Administration/HR: Define Salary Base Human Resources>Work Structure>Salary Basis
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to enter available Salary Bases for salary administration.
<Process Owner>
<Salary Basis>
Name Basis
<Element>
(v. )
ii
Doc Ref:

(v. )
ii
Doc Ref:

(v. )
ii
Doc Ref:
Define Benefits Administration/HR: Define QuickCode Value-Benefits Administration Human Resources>Other Definitions>QuickCode Values
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to enter values and meanings for QuickCode types.
<Process Owner>
<QuickCodes>
<Access Level>
Code
Meaning
Description
Start Date
End Date
Enabled Yes
(v. )
ii
Doc Ref:
Define Benefits Administration/HR: Define Benefit Carriers Human Resources>Work Structures>Organization>Description

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to enter information for an Organization.
<Process Owner>
<Organization>
Name Type
<Dates>
Location Internal or External Location Address Internal Address
(v. )
ii
Doc Ref:
<Organization Classifications>
Name Enabled
(v. )
ii
Doc Ref:
Define Benefits Administration/HR: Define Benefit Coverage and Default Contributors Human Resources>Compensation & Benefits>Benefit Contributions
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to enter benefit Contribution levels and values.
<Process Owner>
<Benefit Plan>
Name Benefit Classification Description Primary Classification Carrier Period Type Dependents Covered COBRA Eligible
<Benefit Contributions>
Contributions: Coverage Employer Employee Total Effective Dates: From To
(v. )
ii
Doc Ref:
Define Benefits Administration/HR: Define Benefit Plan Links Human Resources>Compensation & Benefits>Link
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> Description: Use this form to define Links.
<Priority (H,M,L)>
<Process Owner>
<Element>
(v. )
ii
Doc Ref:

(v. )
ii
Doc Ref:

From To
(v. )
ii
Doc Ref:
Define Person Types and Assignment Statuses/HR: Define Element Sets Human Resources>Payroll>Element Set
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define Element and Distribution Sets.
<Process Owner>
<Element and Distribution Set>

Name Type
<Elements>
Name Type Classification
(v. )
ii
Doc Ref:
Define Person Types and Assignment Statuses/HR: Define Person Types Human Resources>Other Definitions>Person Types
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner> Description: Use this form to enter names for types of employees, applicants, and other people.
<Person Types>
User Name System Name Active Default
(v. )
ii
Doc Ref:
Define Person Types and Assignment Statuses/HR: Define Assignment Statuses Human Resources>Work Structures>Status
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define your Assignment Statuses.
<Process Owner>
<Assignment Statuses>
User Status System Status Human Resources System Status Payroll Type Active Default
(v. )
ii
Doc Ref:
Define Special Personal Information/HR: Define Personal Analysis Flexfield Value Sets
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner> Description: Use this form to setup a value set for each segment of your Personal Analysis Flexfield.
<Value Set>
Value Set Name Description Security Availabl e Enable Long List
<Format Validation>
Format Type Maximum Size Numbers Only (09) Uppercase Only (A-Z) Right-Justify and Zero-fill numbers (0001) Min Value Max Value
<Value Validation>
Validation type
(v. )
ii
Doc Ref:
Define Special Personal Information/HR: Define Personal Analysis Flexfield Segments

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define the structure of your personal analysis Flexfield.
<Process Owner>
<Key Flexfield>
Application Oracle Human Resources Flexfield Title Personal Analysis Flexfield
<Structures>
Freeze Flexfield Definition
Enable d
Segment Separator
Cross-Validate Segments
Freeze Rollup Groups
Allow Dynamic Inserts
(v. )
ii
Doc Ref:
Segments <Segments Summary >

(v. )
ii
Doc Ref:
Define Special Personal Information/HR: Define Personal Analysis Flexfield Segment Values
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner> Description: Use this form to define valid values for the key Personal Analysis Flexfield segment or reporting parameter.
Title Personal Analysis Flexfield Independent Segment Job Independent Value Structure Dependent Segment Value Description
<Values (Job)>
Effective
Value Description Enabled Effective From Effective To
(v. )
ii
Doc Ref:
Hierarchy/Qualifiers
Value Description Paren t Group Level Qualifiers
(v. )
ii
Doc Ref:
Define Special Personal Information/HR: Define Personal Analysis Cross-Validation Rules Human Resources>Configuration Tools>Key Flexfields>Cross-Validation
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define Cross-Validation Rules.
<Process Owner>
<Cross-Validation Rules>
Name Description
Error Message Error Segment From To
(v. )
ii
Doc Ref:
<Cross-Validation Rule Elements>

Type From To
(v. )
ii
Doc Ref:
Define Special Personal Information/HR: Define Personal Analysis Flexfield Aliases Human Resources>Configuration Tools>Key Flexfields>Aliases
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define Shorthand Aliases.
<Process Owner>
<Shorthand Aliases>
<Shorthand>
Enabled Max Alias Size Prompt
<Shorthand Aliases>
Alias Template
(v. )
ii
Doc Ref:
Alias Description
Alias Description Template Description
Effective
Enabled Yes From To Template Description
(v. )
ii
Doc Ref:
Define Special Personal Information/HR: Freeze and Compile Flexfield Structure Human Resources>Configuration Tools>Key Flexfields>Segments
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define Segments and qualifiers.
<Process Owner>

<Structures>
(v. )
ii
Doc Ref:

(v. )
ii
Doc Ref:
Define Special Personal Information/HR: Register Special Information Types for Business Group Human Resources>Other Definitions>Special Info Types
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to register your Special Information Types for your business group.
<Process Owner>
<Special Information Types>

Name ADA Disabilities ADA Disability Accommodations OSHA-reportable Incident Awards & Honors Certifications Career Goals Communication Skills Competency Profile Disabilities Disabilities Accommodations Disciplinary Action Education Employment Equity Grievances Hearing Test Languages Management Performance Management Skills Memberships Objectives Official Languages Performance Rating Physicals Prior Work Experience Qualifications References Safety Training Skills - Certifications Skills- Communication File Ref: 126150953.doc (v. ) Job Position Other OSHA ADA Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Document Control Company Confidential - For internal use only ii Skill
Yes Yes
Yes Yes
Yes
Yes
Yes Yes
Yes Yes
Yes Yes Yes
Yes Yes Yes
Doc Ref: Name Skills- Languages Skills- Leadership Skills- Management Skills- Operations Skills- PC Skills- Product Skills- Safety Skills- Technical Technical Experience Training Vehicle Profile Work Environment Workers Compensation Production Skills Company Property Expatriate Job Position Other OSHA ADA Skill Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Yes
Yes
(v. )
ii
Doc Ref:
HR: Define Assignment Statuses for Applicants Human Resources>Work Structures>Status

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define your Assignment Statuses.
<Process Owner>
<Assignment Statuses>
User Status System Status Human Resources System Status Payroll Type Active Default
(v. )
ii
Doc Ref:
Define New Hire Reporting/HR: Check GRE Federal and State ID Number Human Resources>Work Structures>Organization>Description
Other
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner> Description: Use this form to check GRE Federal and State ID Number. Query the organization and select the other button.
<Organization>
Name Type
<Dates>
(v. )
ii
Doc Ref:
Name Enabled
(v. )
ii
Doc Ref:
Define New Hire Reporting/HR: Enter GRE Contact Information Human Resources>Work Structures>Organization>Description
Other
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner> Description: Use this form to enter GRE Contact Information. Query the organization and select the other button.
<Organization>
Name Type
<Dates>
(v. )
ii
Doc Ref:
Name Enabled
(v. )
ii
Doc Ref:
Define New Hire Reporting/HR: Enter New Hire Information for Every Employee Human Resources>People>Enter>Maintain
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to enter people, assignments, and applications.
<Process Owner>
<Name>
Last First Title Prefix Suffix Middle Type Hire Date
<Identification>
Social Security Employee Applicant
(v. )
ii
Doc Ref:
<Effective Dates>
Personal Information
Birth Date Age Nationality Status Mail To Email Date Last Verified Has Disability
(v. )
ii
Doc Ref:
Employment Information
Ethnic Origin I-9 Status Visa Type I-9 Expiration Veteran Status New Hire Child Support Obligation Exception Reason Student
Office Location Information

Office Location Mailstop
(v. )
ii
Doc Ref:
Application Information <Resume>

Exists Last Updated Hold Application Until
Background Information
Background Checked Date Checked
Rehire Information
Recommendation Reason
Further Name Information

Honors Preferred Name Previous Last Name
Medical Information
Blood Type Document Control Company Confidential - For internal use only ii
(v. )
Doc Ref: Last Test Date Last Test By
Other Information
Availability Schedule Student Status Full-Time Availability Correspondence Language On Military Service Second Passport Exists
(v. )
ii
Doc Ref:
Define Methods of Measurement and Creating Competencies/HR: Create Rating Scales Human Resources>Career Management>Rating Scales
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define general methods of measuring competencies.
<Process Owner>
<Rating Scales>
Name Type Description Default Rating Scale
<Levels>
Level Name
<Behavioral Indicator>
Behavioral Indicator
(v. )
ii
Doc Ref:
Define Methods of Measurement and Creating Competencies/HR: Create Competencies Human Resources>Career Management>Competencies
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define Competencies.
<Process Owner>
<Competencies>
Name Description
<Valid Dates>
From To
<Proficiency>
Levels Scale Rating Scale Primary Evaluation Method Certification Required Renewal Period Units Yes
(v. )
ii
Doc Ref:
Find Competencies
Name Type
<Requirements>
Organization Job Position
Levels <Levels>
Level Name
(v. )
ii
Doc Ref:
Define Methods of Measurement and Creating Competencies/HR: Group Competence Types Human Resources>Career Management>Competence Types
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to group Competencies into Types.
<Process Owner>
<Competence Types>
Competence Type
Competence
(v. )
ii
Doc Ref:
Define Competence Requirement/HR: Define Competence Requirements Human Resources>Career Management>Competence Requirements
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner> Description: Use this form to define Requirements for enterprise, organizations, jobs, and positions.
<Competence Requirements>
Business Group Job Organization Position
Competence
Low
High
Essential
Grade
Date From
Date To
(v. )
ii
Doc Ref:
HR: Create Qualification Types Human Resources>Career Management>Qualification Types

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define, categorize, and rank Qualifications.
<Process Owner>
<Qualification Types>
Name Category Rank
(v. )
ii
Doc Ref:
Define Assessment and Appraisal/HR: Create Assessment Templates Human Resources>Career Management>Assessment Template
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to select competencies and rating scale for an Assessment.
<Process Owner>
<Assessment Template>
Name In Use Description Instructions
<Dates>
From To
<Rating Scale>
Type Performance Scale Comments Weighting Scale Total Score
(v. )
ii
Doc Ref:
Competencies <Display Template Context>

Saved Competence Types Only Saved Competencies Only
Competence Type Use Sequence
Competencies
Use
Sequence
<Competence Dates>
From To
(v. )
ii
Doc Ref:
Define Assessment and Appraisal/HRUS: Create Appraisal Templates Human Resources>Career Management>Appraisal Template
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to select questionnaire and rating scale for an Appraisal.
<Process Owner>
<Appraisal Template>
Name Description From To Instructions Questionnaire Name Performance Rating Scale Assessment Template
(v. )
ii
Doc Ref:
Define Workers Compensation/HR: Define Workers Compensation Insurance Carrier Human Resources>Work Structures>WC Rates
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to enter rates for Workers Compensation codes.
<Process Owner>
<Workers Compensation Fund>

Carrier State Location
<Calculation Methods>
One Two Three
<Codes and Rates>

Code Employer Rate 1 Employer Rate 2 Employer Rate 3 Employee Rate 1 Employee Rate 2 Period
(v. )
ii
Doc Ref:
Define Workers Compensation/HR: Define Insurance Carriers for Government Reporting Entities Human Resources>Work Structures>Organization>Description
Other
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner> Description: Use this form to enter Insurance Carriers for Government Reporting Entities. Query the organization and select the other button.
<Organization>
Name Type
<Dates>
(v. )
ii
Doc Ref:
Name Enabled
(v. )
ii
Doc Ref:
Define Workers Compensation/HR: Define State Code and Rate Human Resources>Work Structures>Job>WC Rates
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to enter rates for Workers Compensation codes.
<Process Owner>
<Workers Compensation Fund>

Carrier State Location
<Calculation Methods>
One Two Three
<Codes and Rates>

Code Employer Rate 1 Employer Rate 2 Employer Rate 3 Employee Rate 1 Employee Rate 2 Period
(v. )
ii
Doc Ref:
Define Workers Compensation/HR: Define Codes for Jobs Human Resources>Work Structures>Job>WC Rates
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to enter Workers Compensation codes for Jobs.
<Process Owner>
<State>
Name Executive Weekly Maximum
<Hours Calculation Rules>

Include Overtime Hours in Calculation
<Earnings Calculation Rules>

Overtime Category Include
<Codes for Jobs>

Job Code
(v. )
ii
Doc Ref:
<Surcharges>
Name Formula Position Rate Accumulate
(v. )
ii
Doc Ref:
Define Workers Compensation/HR: Define Element Link for Workers Compensation Element Human Resources>Compensation & Benefits>Links
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define Links for Workers Compensation Elements.
<Process Owner>
<Element>
(v. )
ii
Doc Ref:

(v. )
ii
Doc Ref:

(v. )
ii
Doc Ref:
Define Absence Management/Accruals of PTO/HR: Define Accrual Plan with Absence Element Human Resources>Compensation & Benefits>Accrual Plans
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to enter Accrual Plans.
<Process Owner>
<Accrual Plans>
Plan Name Accrual Category Accrual Start Accrual Units
<Absence Information>
Name Units
<Period of Ineligibility>
Length
(v. )
ii
Doc Ref:
Define Absence Management/Accruals of PTO/HR: Define Element Links for Accrual Elements Human Resources>Compensation & Benefits>Links
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define Links for Accrual Elements.
<Process Owner>
<Element>
(v. )
ii
Doc Ref:

(v. )
ii
Doc Ref:

(v. )
ii
Doc Ref:
Define Absence Management/Accruals of PTO/HR: Associate Absence Type with Absence Element Human Resources>Compensation & Benefits>Absence Types
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define Absence information.
<Process Owner>
<Attendance Type>
Name
<Dates>
Category
(v. )
ii
Doc Ref:
<Associated Element>
Name Input Value Units: Hours Units: Days Units: None Balancing: Increasing Balancing: Decreasing Balance: None
<Reasons>
Name
(v. )
ii
Doc Ref:
Define Absence Management/Accruals of PTO/HRUS: Define Absence Element to Record Time Taken Human Resources>Compensation & Benefit>Element Description
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to enter Compensation and Benefit information.
<Process Owner>
<Element>
Name Reporting Name Description Primary Classification Benefit Classification
<Effective Dates>
(v. )
ii
Doc Ref:
<Processing>
Type: Recurring Type: Nonrecurring Termination Rule: Actual Termination Termination Rule: Final Close Multiple Entries Allowed Additional Entry Allowed Closed for Entry Process in Run Indirect Results Adjustment Only Third Party Payment Priority Skip Rule
<Currency>
Input Output
(v. )
ii
Doc Ref:
<Qualifying Conditions>
Age Length of Service Units Standard Further Information
Input Values
Name Unit Sequence Required User Enterable Database Item
(v. )
ii
Doc Ref:
Define Absence Management/Accruals of PTO/HRUS: Define Element Links for Absence Element Human Resources>Compensation & Benefits>Links
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define Links for Absence Elements.
<Process Owner>
<Element>
(v. )
ii
Doc Ref:

(v. )
ii
Doc Ref:

(v. )
ii
Doc Ref:
Define Absence Management/Accruals of PTO/HRUS: Define Element Links for Accrual Elements Human Resources>Compensation & Benefits>Links
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define Links for Accrual Elements.
<Process Owner>
<Element>
(v. )
ii
Doc Ref:

(v. )
ii
Doc Ref:

(v. )
ii
Doc Ref:
Define Absence Management/Accruals of PTO/HRUS: Define Absence Reason Human Resources>Compensation & Benefits>Absence Types
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define Absence information.
<Process Owner>
<Attendance Type>
Name
<Dates>
Category
<Associated Element>
Name Input Value Units: Hours Units: Days Units: None Balancing: Increasing Balancing: Decreasing Balance: None File Ref: 126150953.doc (v. ) Document Control Company Confidential - For internal use only ii
Doc Ref:
<Reasons>
Name
(v. )
ii
Doc Ref:
Define Human Resource Budgets/HR: Define QuickCode Values Human Resources>Other Definitions>QuickCode Values
Priority(H, M, L): Business Area: Date:
<Business Area>
Control Number:
<Date>
Process Owner:
<Priority (H,M,L)>
<Control Number>
<Process Owner>
Description: Use this form to enter values and meanings for QuickCode types.
<QuickCodes>
<Access Level>
Code
Meaning
Description
Start Date
End Date
Enabled Yes
(v. )
ii
Doc Ref:
Define Human Resource Budgets/HR: Define Period Types Human Resources>Other Definitions>Time Periods
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner> Description: Use this form to define Time Period Types for use in budget and payroll calendars.
<Period Types>
Name Number Per Year Description
(v. )
ii
Doc Ref:
Define Human Resource Budgets/HR: Define Budgetary Calendars Human Resources>Work Structures>Budget Calendar
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define Calendars for headcount and position Budgets.
<Process Owner>
<Budgetary Calendar>
Name Start Date Period Type Midpoint Offset
<Time Periods>
Name Year Qtr Period From To
(v. )
ii
Doc Ref:
Define Human Resource Budgets/HR: Define Budgets Human Resources>Work Structures>Budget

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to enter headcount and position Budgets.
<Process Owner>
<Budget>
Name Measurement Type Calendar Period Type
<Budget Version>
Version Number Date: From Date: To
(v. )
ii
Doc Ref:
<Budget Element>
Organization Job Position Grade
<Budget Values>
Date From Date To Value Actual Values: Start Actual Values: End Variance: Amount Variance: %
(v. )
ii
Doc Ref:
Define Evaluation Systems/HR: Define Evaluation Types Human Resources>Work Structures>Job>Description

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to enter Job information.
<Process Owner>
<Job>
Date From Date To Name Further Information
Evaluation
System Overall Score Measured In Date Evaluated
(v. )
ii
Doc Ref:
Define Evaluation Systems/HR: Define Valid Grades for Jobs Human Resources>Work Structures>Job>Description
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Process Owner>
<Job>
Valid Grades
Grade Date From Date To
(v. )
ii
Doc Ref:
Define Evaluation Systems/HR: Define Valid Grades for Positions Human Resources>Work Structures>Position>Description
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to enter information.
<Process Owner>
<Position>
Date From Date To Name Organization Location Job Status Current Date
Standard Conditions
Working Hours Frequency Normal Time: Start Normal Time: End
(v. )
ii
Doc Ref:
Probation Period
Length Units
Absence
Replacement Required Relief
Planned Successor
Position Name
Valid Grades
Grade From To
(v. )
ii
Doc Ref:
Define Skills Matching/HR: Define Skill Requirements for Jobs Human Resources>Work Structures>Job>Description
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Process Owner>
<Job>
Requirements <Special Information Type>

Name
<Job Requirements>
Essential Requirement
(v. )
ii
Doc Ref:
Define Skills Matching/HRUS: Define Skill Requirements for Positions Human Resources>Work Structures>Position>Description
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define Skill Requirements for Positions.
<Process Owner>
<Position>
Date From Date To Name Organization Location Job Status Current Date
Standard Conditions
(v. )
ii
Doc Ref:
Probation Period
Length Units
Absence
Planned Successor
Position Name
Requirements <Special Information Type>

Name
<Job Requirements>
Essential Requirement
(v. )
ii
Doc Ref:
Define Career Planning/HR: Create and Map Career Path Human Resources>Work Structures>Job>Career Path
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to enter Career Paths for Jobs.
<Process Owner>
<Map Career Path>

Name Career Path Name Job Progression To Up
<Job Progression From>

Name Down
(v. )
ii
Doc Ref:
Define Career Planning/HR: Enter Work Choice-Job Human Resources>Work Structures>Job>Description

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Process Owner>
<Job>
(v. )
ii
Doc Ref:
Work Choices <Work Capabilities>

All Locations Relocation Required Willing to Travel Passport Required Willing to Relocate Work Duration Work Schedule Work Hours FTE Capacity Minimum Service Required
<International Deployment>
All Countries Willing to Relocate Required Countries Required Location Required Countries Required Location Required Countries Required Location Other Requirement Document Control Company Confidential - For internal use only ii
(v. )
Doc Ref:
Define Career Planning/HR: Create Position Hierarchies Human Resources>Work Structures>Position>Hierarchy

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to structure Positions into Hierarchies.
<Process Owner>
<Position Hierarchy>
Name Primary
<Version>
Number Date: From Date: To
<Position>
Name Holder Employee Number Exists In Hierarchy Number Of Subordinates
(v. )
ii
Doc Ref:
<Subordinates>
Name Holders: Name Holders: Number Number of Subordinates
(v. )
ii
Doc Ref:
Define Career Planning/HR: Enter Work Choice-Positions Human Resources>Work Structures>Position>Description

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to enter Work Choice-Positions.
<Process Owner>
<Position>
Date: From Date: To Name Organization Location Job Status Current Date
Standard Conditions
(v. )
ii
Doc Ref:
Probation Period
Length Units
Absence
Planned Successor
Position Name
(v. )
ii
Doc Ref:
Work Choices <Work Capabilities>

All Locations Relocation Required Willing to Travel Passport Required Willing to Relocate Work Duration Work Schedule Work Hours FTE Capacity Minimum Service Required
<International Deployment>
All Countries Willing to Relocate Required Countries Required Location Required Countries Required Location Required Countries Required Location Other Requirement Document Control Company Confidential - For internal use only ii
(v. )
Doc Ref:
Define Reports and Standard Letters/HR: Write New Reports Human Resources>Processes and Reports>Def. QuickPaint Report
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to set up the Report layout.
<Process Owner>
<Define Quickpaint Report>

Name Description Protected Report Definition
Show Items <Database Items>

(v. )
ii
Doc Ref:
Define Reports and Standard Letters/HR: Register Reports as Concurrent Programs with SRS System Administration>Concurrent>Program>Define
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to Register Reports as Concurrent Programs.
Program Enable d Short Name Application Description
<Process Owner>
<Executable>
Name Method Options Priority
<Request>
Type Use in SRS Allow Disabled Values Run Alone Enable Trace Restart on system Failure NlS Compliant
<Output>
Format Sav e Prin t Column s Rows Style Style Required Printer
(v. )
ii
Doc Ref:
Incompatibilities
Program Application
Application
Name
Scope
(v. )
ii
Doc Ref:
Incompatibilities
Program Application
Conflicts Domain Parameter
Sequen ce
Parameter
Description
Enabled
<Validation>
Value Set Description Default Type Default Value Require d Enable Security Range
<Display>
Displa y Display Size Description Size Concatenated Description Size Prompt Token
(v. )
ii
Doc Ref:
Define Reports and Standard Letters/HR: Define Report Sets Human Resources>Security>Report Sets
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define sets to restrict processes and report access.
<Process Owner>
<Request Set>
Set Set Code Application Description Owner
<Active Dates>
<Run Options>
Print Together Allow Incompatibility
(v. )
ii
Doc Ref:
Request Set Wizard

Sequentially (One After Another) In Parallel (All At Once) Yes
Next
Abort Processing Continue Processing Yes
Next
Set Application Description
Next
After the Entire Set Has Completed As Each Request in the Set Completes
(v. )
ii
Doc Ref:
Next
Program Application
Define Stages <Stages>

Set Set Application
Display Sequence
Stage
Description
<Stage Details>
Stage Code
<Function>
Function Application The Return Value of this Stage Affects the Set Outcome Allow Incompatibility
(v. )
ii
Doc Ref:
Requests <Stage Requests>

Set Stage Set Application
<Programs>
Sequence Program Application Description All Stage Function to Use The Program Results Yes
<Print
Copies Save Printer
Options>
(v. )
ii
Doc Ref:
Parameters <Request Parameters>

Set Set Application Stage Sequence Program Application
Sequence
Prompt
Display
Modify
Shared Parameter
Default: Type
Default: Value
(v. )
ii
Doc Ref:
Link Stages <Link Stages>

Set Set Application Start Stage
Stage To Proceed On: Display Sequence Name Success Warning Error
<Stage Properties>
Description The Return Value of this Stage Affects the Set Outcome
(v. )
ii
Doc Ref:
Define User Security/HR: Define Security Profiles Human Resources>Security>Profile

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define Security Profiles to restrict record access to records.
<Process Owner>
<Security Profile>
Name Business Group View All Records View All Employees View All Applicants Reporting User
<Organization Security>
View All Organizations Organization Hierarchy Include Top Organization Top Organization
(v. )
ii
Doc Ref:
Position Security
View All Positions Position Hierarchy Include Top Position Top Position
Payroll Security
View All Payrolls Include
Payrolls
(v. )
ii
Doc Ref:
Define User Security/HR: Define Form Customizations Human Resources>Configuration Tools>Custom Forms
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define Customized Forms.
<Process Owner>
<Customized Version>
Name Enabled Standard Title Query Title
<Restrictions>
Type Value
(v. )
ii
Doc Ref:
Define User Security/HR: Define Task Flow Nodes Human Resources>Configuration Tools>Custom Forms
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define Task Flow Nodes.
<Process Owner>
<Define Task Flow Node>

Unit: Name Form Block Customization
(v. )
ii
Doc Ref:
Define User Security/HR: Define Task Flows Human Resources>Configuration Tools>Define Task Flow
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H,M,L)> Description: Use this form to define Task Flows.
<Process Owner>
<Define Task Flow>

Name
<Node>
Name
<Navigation Options>
Sequence Node Button Label
(v. )
ii
Doc Ref:
Open and Closed Issues for this Deliverable

Open Issues
ID Issue Resolution Responsibility Target Date Impact Date
Closed Issues
ID Issue Resolution Responsibility Target Date Impact Date
(v. )
ii

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BR.100AHR HUMAN RESOURCES APPLICATION SETUP <Company Long Name> <Subject>

Author: Creation Date: Last Updated: Document Ref: Version:

<Author> June 7, 1999 June 7, 1999 <Document Reference Number> DRAFT 1A

Approvals: <Approver 1> <Approver 2>

BR.100Ahr Human Resources Application Setup June 7, 1999

Doc Ref: <Document Reference Number>

Change Reference No Previous Document

Name 0Library Master 1 2

Location 0Project Library 1Project Manager 2

<Subject> File Ref: 126150953.doc

(v. DRAFT 1A ) Company Confidential - For internal use only

BR.100Ahr Human Resources Application Setup June 7, 1999

Doc Ref: <Document Reference Number>

<Subject> File Ref: 126150953.doc

(v. DRAFT 1A ) Company Confidential - For internal use only

BR.100Ahr Human Resources Application Setup June 7, 1999

Doc Ref: <Document Reference Number>

(v. DRAFT 1A ) Company Confidential - For internal use only

BR.100Ahr Human Resources Application Setup June 7, 1999

Doc Ref: <Document Reference Number>

<Subject> File Ref: 126150953.doc

(v. DRAFT 1A ) Company Confidential - For internal use only

BR.100Ahr Human Resources Application Setup June 7, 1999

Doc Ref: <Document Reference Number>

BR.100Ahr Human Resources Application Setup June 7, 1999

Doc Ref: <Document Reference Number>

Open Issues................................................................................................166 Closed Issues....................................................................................166

<Subject> File Ref: 126150953.doc

(v. DRAFT 1A ) Company Confidential - For internal use only

Application Setup Control Sheet - Human Resources

HR: Define Value Sets

Setup Work Structures

File Ref: 126150953.doc

Document Control Company Confidential - For internal use only

HR: Define Grade Rates

HR: Define Pay Scales

HR: Define Progression Point Values HR: Define Grade Scales

File Ref: 126150953.doc

HR: Define or Customize User Tables-Values

HR: Define or Customize User Tables-Structures

HR: Initiate Earnings

Customize Generated Definitions

Customize Generated Definitions Define Salary Administration

Define Salary Administration Define Salary Administration Define Salary Administration

HR: Define Salary Base

HR: Define Element Links

File Ref: 126150953.doc

Document Control Company Confidential - For internal use only

Define Salary Administration Define Salary Administration Define Benefits Administration

Define Benefits Administration Define Benefits Administration

HRUS: Define Element Sets

Define Special Personal Information File Ref: 126150953.doc

Document Control Company Confidential - For internal use only

Define Special Personal Information

Define Special Personal Information

Define Special Personal Information

File Ref: 126150953.doc