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HRMS Implementation Checklists

The document provides a checklist of basic administration, work structures, compensation and benefits, people and assignments, career management, specific business functions, and control tasks for setting up an HRMS system. It includes over 97 separate tasks across these areas, such as defining key flexfields, currencies, roles, locations, jobs, grades, payments, elements, person types, and establishing security profiles, responsibilities, and audit requirements.

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Abdelmadjid Bouamama
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© © All Rights Reserved
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269 views7 pages

HRMS Implementation Checklists

The document provides a checklist of basic administration, work structures, compensation and benefits, people and assignments, career management, specific business functions, and control tasks for setting up an HRMS system. It includes over 97 separate tasks across these areas, such as defining key flexfields, currencies, roles, locations, jobs, grades, payments, elements, person types, and establishing security profiles, responsibilities, and audit requirements.

Uploaded by

Abdelmadjid Bouamama
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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