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HRMS Implementation Checklists

The document provides a checklist of key administrative and setup tasks for an HRMS system. It is organized into sections defining flexfields, work structures, compensation and benefits, people and assignments, career management, specific business functions, and controls. The checklist contains over 90 separate tasks covering areas like defining organizations, jobs, pay scales, benefits, reports, security profiles, and audit requirements.

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Engman Taman
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197 views7 pages

HRMS Implementation Checklists

The document provides a checklist of key administrative and setup tasks for an HRMS system. It is organized into sections defining flexfields, work structures, compensation and benefits, people and assignments, career management, specific business functions, and controls. The checklist contains over 90 separate tasks covering areas like defining organizations, jobs, pay scales, benefits, reports, security profiles, and audit requirements.

Uploaded by

Engman Taman
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Basic Administration Checklist

Define Key Flexfields

o 1 Specify Key Flexfield Structures for Business Group

o 2 Define Job Flexfield

o 3 Define Position Flexfield

o 4 Define Grade Flexfield

o 5 Define People Group Flexfield

o 6 Define Cost Allocation Flexfield

Define Descriptive Flexfields

o 7 Specify Descriptive Flexfield Contexts

o 8 Define Descriptive Flexfields

Administration

o 9 Enable Currencies

o 10 Define 'View All' HRMS User

o 11 Run Grant Permissions To Roles Process

o 12 Define QuickCode Values

Application Data Export (ADE) and Hierarchy


Diagrammers

o 13 Set Up ADE

o 14 Control Access to the Hierarchy Diagrammers

Work Structures Checklist


Define Organization Structures

o 15 Define Locations
o 16 Define Business Group

o 17 Create 'View-All' access to the Business Group

o 18 Define Organizations

o 19 Define Organization Hierarchies

Define Roles

o 20 Define Jobs

o 21 Define Positions

o 22 Define Primary Position Reporting Hierarchy

Define Grade Related Information

o 23 Define Grades

o 24 Define Grade Rates

o 25 Define Pay Scales

o 26 Define Progression Point Values

o 27 Define Grade Scales

Define Payroll Information

o 28 Define Payment Methods

o 29 Define Payroll Groups

Compensation and Benefits Checklist


Define Input Value Validation

o 30 Define New QuickCode Types

o 31 Define QuickCode Values

o 32 Define User Tables


o 33 Define Element Validation Formulas

Define Compensation and Benefits for Information

o 34 Define Elements and Input Values

o 35 Define Element Links

Salary Administration

o 36 Define Proposal Reasons and Performance Ratings

o 37 Activate Salary

o 38 Define Salary Bases

o 39 Define Element Links for Salary

Element Sets

o 40 Define Element Sets

People and Assignments Checklist


Person Types and Assignment Statuses

o 41 Define Person Types

o 42 Define Assignment Statuses for Employees

Special Personal Information

o 43 Define Personal Analysis Key Flexfield Structures

o 44 Register Special Info Types for the Business Group

Recruitment

o 45 Define Assignment Statuses for applicants

Career Management Checklist


Methods of Measurement and Creating Competencies

o 46 Create Rating Scales

o 47 Create Competencies

o 48 Group Competence Types

Competence Requirements

o 49 Create Competence Requirements

Use Function Security to Customize Oracle Training


Administration (OTA)

o 50 Set Up Activity Security (OTA)

Qualification Types and Establishments

o 51 Create Qualification Types

o 52 Create Establishments

Assessment and Appraisal

o 53 Create Assessment Templates

o 54 Create Appraisal Questionnaires

o 55 Create Appraisal Templates

Specific Business Functions Checklist


Absence Management /Accruals of Paid Time Off
(PTO)

o 56 Define an Absence Element to Record Time Taken

o 57 Define Element Links for the Absence Element

o 58 Define the Accrual Plan with an Absence Element

o 59 Define Element Links for the Accrual Elements


o 60 Define Absence Reasons

o 61 Associate an Absence Type with the Absence Element

Human Resource Budgets

o 62 Define QuickCode Values

o 63 Define Period Types

o 64 Define Budgetary Calendars

o 65 Define Budgets

Evaluation Systems

o 66 Define Evaluation Types

o 67 Define Valid Grades for Jobs

o 68 Define Valid Grades for Positions

Requirements Matching

o 69 Define Requirements for Jobs

o 70 Define Requirements for Positions

Career and Succession Planning

o 71 Modelling Career and Succession Planning Based on Jobs

o 72 Modelling Career and Succession Planning Based on


Positions

Control Checklist
Define Reports and Generate Standard Letters

o 73 Write New Reports

o 74 Register Reports as Concurrent Programs with SRS

o 75 Define Report Sets


o 76 Create Standard Letters for use with Concurrent Processing

o 77 Create Standard Letters for use with Application Data


Export (ADE)

o 78 Create Standard Letters for use with Microsoft Word

Define User Security

o 79 Create Oracle IDs

o 80 Register Oracle IDs

o 81 Define Security Profiles

o 82 Run Generate Secure User Process

o 83 Run Security List Maintenance Process

o 84 Define Form Customizations

o 85 Define Task Flow Nodes

o 86 Define Task Flows

o 87 Define Menu Functions

o 88 Define Menus

o 89 Define Report Security Groups

o 90 Define Responsibilities

o 91 Define Application Users

o 92 Define HR User Profile Options

Define Audit Requirements

o 93 Estimate file sizing and file management needs

o 94 Define Audit Installations

o 95 Define Audit Tables and Columns

o 96 Define Audit Groups


o 97 Activate AuditTrail Update Tables Process

Thank You 

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