11i HRMS System

Administration
Student Guide

14590GC31
Edition 3.1
March 2005
D41393

Copyright Oracle Corporation, 2005. All rights reserved.

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Author
Kathryn ODonoghue
Technical Contributors and Reviewers
Samir Buche, John Cafolla, Adrian Hunter
This book was published using:

oracletutor

Table of Contents
11i HRMS System Administration.................................................................................................................1-1
11i HRMS System Administration ................................................................................................................1-2
Course Objectives..........................................................................................................................................1-3
Overview .......................................................................................................................................................1-4
What Is System Administration? ...................................................................................................................1-5
DBA And System Administrator Tasks.........................................................................................................1-6
System Administration Tasks ........................................................................................................................1-7
System Administration Tasks - Detail ...........................................................................................................1-8
System Administration Responsibilities........................................................................................................1-9
Common System Administration Windows ..................................................................................................1-10
System Administration - New Developments................................................................................................1-11
Workbench with Functions and Tabs ............................................................................................................1-13
Additional Material........................................................................................................................................1-14
Introduction .....................................................................................................................................................2-1
Introduction ...................................................................................................................................................2-2
Objectives ......................................................................................................................................................2-3
Introduction to Security in Oracle HRMS ....................................................................................................3-1
Introduction to Security in Oracle HRMS .....................................................................................................3-2
Security in Oracle HRMS - Key Questions ...................................................................................................3-3
Roles..............................................................................................................................................................3-4
Users and Responsibilities.............................................................................................................................3-5
Designing New Responsibilities....................................................................................................................3-6
Defining User Access to People ....................................................................................................................3-7
Example: Supervisor Hierarchy.....................................................................................................................3-8
Defining User Access to Functions ...............................................................................................................3-9
Interaction of Security Elements ...................................................................................................................3-10
Practice - Creating Users ...........................................................................................................................3-11
Solution - Creating Users...........................................................................................................................3-12
Two Types of Security ..................................................................................................................................3-13
Other Security Tasks .....................................................................................................................................3-14
Auditing.........................................................................................................................................................3-15
Introduction to Extending Oracle HRMS .....................................................................................................4-1
Introduction to Extending Oracle HRMS ......................................................................................................4-2
Configuring Oracle HRMS - Why? ...............................................................................................................4-3
Configuring and Extending............................................................................................................................4-4
Extending Oracle Applications......................................................................................................................4-5
Extendable Elements in Oracle HRMS .........................................................................................................4-6
Typical System Administrator Activities ......................................................................................................4-7
Approvals in Oracle HRMS...........................................................................................................................4-8
Workflow.......................................................................................................................................................4-9
Working with the Workflow Builder.............................................................................................................4-10
Flexfields .......................................................................................................................................................4-11
Lookups .........................................................................................................................................................4-12
Base Currency ...............................................................................................................................................4-13
Practice - Enabling Currencies ..................................................................................................................4-14
Solution - Enabling Currencies..................................................................................................................4-15
International HRMS ......................................................................................................................................4-16
Security in Oracle HRMS ...............................................................................................................................5-1
Security in Oracle HRMS..............................................................................................................................5-2
Objectives ......................................................................................................................................................5-3
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Security Design ................................................................................................................................................6-1

Security Design .............................................................................................................................................6-2
What Is Security?...........................................................................................................................................6-3
Security Design - Approach...........................................................................................................................6-4
Standard Security...........................................................................................................................................6-5
Security Groups Enabled Model....................................................................................................................6-6
Security Groups .............................................................................................................................................6-7
Security Models.............................................................................................................................................6-8
Security Design - Role Considerations..........................................................................................................6-9
Role Type - Individual User ..........................................................................................................................6-10
Role Type - Line Manager.............................................................................................................................6-11
Role Type - Professional User.......................................................................................................................6-12
Security Design - Implementation .................................................................................................................6-13
Function Security.............................................................................................................................................7-1
Function Security...........................................................................................................................................7-2
Overview .......................................................................................................................................................7-3
Menus: Alternatives.......................................................................................................................................7-4
Using Standard Menus and Functions ...........................................................................................................7-5
Creating Menus - When and Why?................................................................................................................7-6
Creating Menus for Role Types.....................................................................................................................7-7
Note: Multiple Windows ...............................................................................................................................7-8
Practice - Creating Menus .........................................................................................................................7-9
Solution - Creating Menus.........................................................................................................................7-11
Creating New Versions of Functions.............................................................................................................7-14
Key Concepts: Responsibilities .....................................................................................................................7-15
Responsibilities Window ...............................................................................................................................7-16
Excluding Functions and Menus ...................................................................................................................7-17
Practice - Excluding Menus and Functions ...............................................................................................7-18
Solution - Excluding Menus and Functions...............................................................................................7-20
Request Groups and Request Sets .................................................................................................................7-22
Practice - Defining a Request Set ..............................................................................................................7-23
Solution - Creating a Request Set ..............................................................................................................7-24
Practice - Creating a Request Group..........................................................................................................7-26
Solution - Creating a Request Group .........................................................................................................7-27
Global Design Considerations .......................................................................................................................7-29
Security Profiles - Overview ...........................................................................................................................8-1
Security Profiles - Overview .........................................................................................................................8-2
Security Design - Approach...........................................................................................................................8-3
Security Profiles - How Do They Work?.......................................................................................................8-4
Security Restriction Terminology..................................................................................................................8-5
Creating Security Profiles..............................................................................................................................8-6
Security Profiles Window..............................................................................................................................8-7
Security Profiles and Business Groups..........................................................................................................8-8
Global Security Profiles Window ..................................................................................................................8-10
Creating Security Profiles for Users ..............................................................................................................8-11
Security Profiles for Reporting Users............................................................................................................8-12
Security Profile Processes .............................................................................................................................8-13
Assigning Security Profiles ...........................................................................................................................8-15
Restricting Access to People Using Security Profiles....................................................................................9-1
Restricting Access to People Using Security Profiles ...................................................................................9-2
Security Design - Approach...........................................................................................................................9-3
Defining the Scope of the Security Profile ....................................................................................................9-4
Types of Security Profile ...............................................................................................................................9-5
Combining Security Rules.............................................................................................................................9-6
Assignment-Based Security Profile ...............................................................................................................9-7
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Practice - Creating a Supervisor Security Profile ......................................................................................9-8

Solution - Creating a Supervisor Security Profile......................................................................................9-10
Practice - Creating a Security Profile Based on Organization Hierarchy ..................................................9-13
Solution - Creating a Security Profile Based on Organization Hierarchy..................................................9-15
Supervisor Information..................................................................................................................................9-18
Practice - Supervisor Information..............................................................................................................9-19
Solution - Supervisor Information .............................................................................................................9-21
Practice - Supervisor Hierarchies in SSHR ...............................................................................................9-23
Solution - Supervisor Hierarchies in SSHR...............................................................................................9-24
Security Profiles Window..............................................................................................................................9-26
Practice - Creating an Assignment-Based Profile......................................................................................9-27
Solution - Creating an Assignment-Based Profile .....................................................................................9-28
Securing Forms by Individual Assignment ...................................................................................................9-30
Practice - Individual Assignment Security ................................................................................................9-31
Solution - Individual Assignment Security................................................................................................9-32
Custom Security ............................................................................................................................................9-35
Dynamic and Static Security Lists.................................................................................................................9-36
Multiple Assignments in SSHR.....................................................................................................................9-37
Design Considerations - Assignment Level Security ....................................................................................9-38
User Profiles .....................................................................................................................................................10-1
User Profiles ..................................................................................................................................................10-2
User Profiles - Characteristics .......................................................................................................................10-3
Security Design - Approach...........................................................................................................................10-4
System and User Profile Options...................................................................................................................10-5
HRMS System Profiles..................................................................................................................................10-6
HR:Security Profile/HR:Business Group ......................................................................................................10-7
Enable Security Groups .................................................................................................................................10-9
HR:Query Only Mode/HR:User Type...........................................................................................................10-10
HR:Cross Business Group .............................................................................................................................10-11
Interaction of User Profiles in SSHR.............................................................................................................10-13
DateTrack Profile Options.............................................................................................................................10-14
Other Profile Options.....................................................................................................................................10-16
User Profile Option Values Report................................................................................................................10-17
User Profiles as Settings ................................................................................................................................10-18
Practice - Setting Profile Options ..............................................................................................................10-19
Solution - Setting Profile Options..............................................................................................................10-20
Practice - Defining a Query-only Responsibility.......................................................................................10-21
Solution - Defining a Query-only Responsibility ......................................................................................10-22
Advanced Security Configuration..................................................................................................................11-1
Advanced Security Configuration .................................................................................................................11-2
Objectives ......................................................................................................................................................11-3
Advanced Security Configuration .................................................................................................................11-4
Configuring Functions and Forms .................................................................................................................12-1
Configuring Functions and Forms .................................................................................................................12-2
Functions - Reminder ....................................................................................................................................12-3
Form Functions Window ...............................................................................................................................12-4
Parameters for HRMS Functions...................................................................................................................12-5
Practice - Configuring Functions with Parameters ....................................................................................12-6
Solution - Configuring Functions with Parameters....................................................................................12-7
CustomForm ..................................................................................................................................................12-9
Example of CustomForm...............................................................................................................................12-10
Restricting Data by Criteria ...........................................................................................................................12-11
Include and Exclude Restrictions ..................................................................................................................12-12
Restricting Data in a Window........................................................................................................................12-13
User-Defined Restriction ...............................................................................................................................12-14
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Practice - Using CustomForm....................................................................................................................12-15

Solution - Using CustomForm...................................................................................................................12-16
Task Flows........................................................................................................................................................13-1
Task Flows.....................................................................................................................................................13-2
Task Flows - Overview..................................................................................................................................13-3
Context-Sensitive Windows ..........................................................................................................................13-4
Creating Task Flows......................................................................................................................................13-5
Task Flows Using Forms Interface................................................................................................................13-6
Define Task Flows Window ..........................................................................................................................13-7
Task Flow Responsibilities............................................................................................................................13-8
Task Flows Using Workflow Designer .........................................................................................................13-9
Workflow Converts to Task Flow .................................................................................................................13-10
Task Flow Restrictions ..................................................................................................................................13-11
Transferring Task Flows Between Databases................................................................................................13-12
Task Flows - Design Decisions .....................................................................................................................13-13
Practice - Defining a Task Flow Node.......................................................................................................13-14
Solution - Defining a Task Flow Node ......................................................................................................13-15
Practice - Defining a Task Flow ................................................................................................................13-16
Solution - Defining a Task Flow................................................................................................................13-17
Practice - Defining Function for Task Flow ..............................................................................................13-19
Solution - Defining a Function for Task Flow...........................................................................................13-20
People Management Configurator .................................................................................................................14-1
People Management Configurator .................................................................................................................14-2
People Management Configurator - Overview ..............................................................................................14-3
Functional Control: For Individual Users or Roles........................................................................................14-4
Visual Control ...............................................................................................................................................14-5
Tailored User Interfaces ................................................................................................................................14-6
Extensibility...................................................................................................................................................14-7
People Management Configurator User Interface .........................................................................................14-8
Using the People Management Configurator: Options ..................................................................................14-9
Delivered Templates......................................................................................................................................14-10
Interaction of Configuration Tools ................................................................................................................14-11
People Management Configurator or CustomForm.......................................................................................14-12
Configuring a People Management Template - Decisions ............................................................................14-13
Maintenance Windows ..................................................................................................................................14-14
SIT and EIT Folders ......................................................................................................................................14-15
Context-Sensitive Fields................................................................................................................................14-16
Notification Messages ...................................................................................................................................14-17
Adding a People Management Template to a Menu or Task Flow................................................................14-18
Formulas for Templates.................................................................................................................................14-20
Practice - Configuring a People Management Template ...........................................................................14-21
Solution - Configuring a People Management Template...........................................................................14-23
Extending Oracle Applications.......................................................................................................................15-1
Extending Oracle Applications......................................................................................................................15-2
Overview .......................................................................................................................................................15-3
User Tables.......................................................................................................................................................16-1
User Tables....................................................................................................................................................16-2
Overview .......................................................................................................................................................16-3
Table Windows..............................................................................................................................................16-4
Table Structures Window ..............................................................................................................................16-5
Table Values Window ...................................................................................................................................16-6
Customizing Table Values Window ..............................................................................................................16-7
Accessing Table Values.................................................................................................................................16-8
Delivered User Tables ...................................................................................................................................16-9
Practice - Creating User Tables .................................................................................................................16-10
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Solution - Creating User Tables.................................................................................................................16-11

Practice - Entering Table Values ...............................................................................................................16-12
Solution - Entering Table Values...............................................................................................................16-13
Flexfields in Oracle HRMS .............................................................................................................................17-1
Flexfields in Oracle HRMS ...........................................................................................................................17-2
Overview .......................................................................................................................................................17-3
Flexfields .......................................................................................................................................................17-4
Key and Descriptive Flexfields .....................................................................................................................17-5
Creating Flexfields and Segments .................................................................................................................17-6
Developer Flexfields......................................................................................................................................17-7
Extra Information Types (EITs) ....................................................................................................................17-8
Creating EITs.................................................................................................................................................17-9
Registering EITs ............................................................................................................................................17-10
Practice - Creating EITs.............................................................................................................................17-11
Solution - Creating EITs............................................................................................................................17-12
EITs and Security ..........................................................................................................................................17-15
Practice - Information Type Security Window ..........................................................................................17-16
Solution - Information Type Security Window .........................................................................................17-17
Special Information Types (SITs) .................................................................................................................17-19
SITs and EITs ................................................................................................................................................17-20
Lookups and Alerts .........................................................................................................................................18-1
Lookups and Alerts........................................................................................................................................18-2
Overview .......................................................................................................................................................18-3
Lookups Overview ........................................................................................................................................18-4
Why Use Lookups? .......................................................................................................................................18-5
Lookup Access Levels...................................................................................................................................18-6
Global and Local Lookups.............................................................................................................................18-7
Alerts .............................................................................................................................................................18-8
Alerts and Notifications Overview ................................................................................................................18-9
Alerts - Decisions ..........................................................................................................................................18-10
Predefined HRMS Alerts...............................................................................................................................18-11
Alerts - Triggers.............................................................................................................................................18-12
Conditions......................................................................................................................................................18-13

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