Prerequisites
You must complete your implementation of Oracle
General Ledger.
Steps 1. Switch Responsibility to US HRMS Manager.
2. Define Org Types (Other Definitions > Lookup Tables). Org Types can be Business Group, Department, HQ, or any other types suited to your business needs.
3. Define locations (Work Structures > Location). These are used to set up organizations in the next step.
4. Define organizations (Work Structures > Organization > Description). In the Organization Classifications region, assign business groups.
5. Use SqlPlus to check your work and make a note of your ORGANIZATION_ID and BUSINESS_GROUP_ID from table HR_ALL_ORGANIZATION_UNITS.
6. Switch responsibility to System Administrator.
7. Set the site level value for profile option HR: Business Group to one of the new business groups defined above.
8. Set the responsibility-level (US HRMS Manager) value for profile option HR: Business Group to one of the new business groups defined above.
9. Set the site-level value for profile option HR: Security Profile to one of the new business groups defined above.
10. Set the responsibility-level (US HRMS Manager) value for profile option HR: Security Profile to one of the new business groups defined above.
11. Switch responsibility to US HRMS Manager.
Note: A single Organization can act as a business group, a legal entity and an operating unit. Please be very clear before starting this setup.
12. Define Legal Entity (Workstructure > Organization >Description): a. Associate the GRE/Legal Entity classification with your organization and continue with additional setups as needed.
b. Enter the set of books.
13. Double check your work: a. Under Help > Diagnostics, examine for block HOU1 and field BUSINESS_GROUP_ID.
b. Verify the value of BUSINESS_GROUP_ID for block $PROFILES$ and field PER_BUSINESS_GROUP_ID,
c. Verify the value of BUSINESS_GROUP_ID.
14. Define your operating unit (Workstructure > Organization >Description) a. Associate the Operating Unit classification with your organization and continue with additional setups needed.
b. Enter the legal entity.
c. Switch to the Sysadmin responsibility.
d. Change the site level profile option for MO: Operating Unit to the operating unit you defined.
15. Switch to the HR responsibility.
16. Define the HR Organization (Workstructure > Organization > Description) a. Associate the HR Organization classification with your organization.
17. Define Inventory Organization (Workstructure > Organization > Description) a. Associate the Inventory Organization classification.
b. Click Others.
c. In Accounting Information, enter the legal entity, the set of books, and the operating unit created earlier.
d. Use SqlPlus to double-check data in tables
Steps 1. Switch Responsibility to US HRMS Manager.
2. Define Org Types (Other Definitions > Lookup Tables). Org Types can be Business Group, Department, HQ, or any other types suited to your business needs.
3. Define locations (Work Structures > Location). These are used to set up organizations in the next step.
4. Define organizations (Work Structures > Organization > Description). In the Organization Classifications region, assign business groups.
5. Use SqlPlus to check your work and make a note of your ORGANIZATION_ID and BUSINESS_GROUP_ID from table HR_ALL_ORGANIZATION_UNITS.
6. Switch responsibility to System Administrator.
7. Set the site level value for profile option HR: Business Group to one of the new business groups defined above.
8. Set the responsibility-level (US HRMS Manager) value for profile option HR: Business Group to one of the new business groups defined above.
9. Set the site-level value for profile option HR: Security Profile to one of the new business groups defined above.
10. Set the responsibility-level (US HRMS Manager) value for profile option HR: Security Profile to one of the new business groups defined above.
11. Switch responsibility to US HRMS Manager.
Note: A single Organization can act as a business group, a legal entity and an operating unit. Please be very clear before starting this setup.
12. Define Legal Entity (Workstructure > Organization >Description): a. Associate the GRE/Legal Entity classification with your organization and continue with additional setups as needed.
b. Enter the set of books.
13. Double check your work: a. Under Help > Diagnostics, examine for block HOU1 and field BUSINESS_GROUP_ID.
b. Verify the value of BUSINESS_GROUP_ID for block $PROFILES$ and field PER_BUSINESS_GROUP_ID,
c. Verify the value of BUSINESS_GROUP_ID.
14. Define your operating unit (Workstructure > Organization >Description) a. Associate the Operating Unit classification with your organization and continue with additional setups needed.
b. Enter the legal entity.
c. Switch to the Sysadmin responsibility.
d. Change the site level profile option for MO: Operating Unit to the operating unit you defined.
15. Switch to the HR responsibility.
16. Define the HR Organization (Workstructure > Organization > Description) a. Associate the HR Organization classification with your organization.
17. Define Inventory Organization (Workstructure > Organization > Description) a. Associate the Inventory Organization classification.
b. Click Others.
c. In Accounting Information, enter the legal entity, the set of books, and the operating unit created earlier.
d. Use SqlPlus to double-check data in tables
HR_ALL_ORGANIZATION_UNITS,
HR_ORGANIZATION_INFORMATION,
HR_LEGAL_ENTITIES, and
HR_OPERATING_UNITS.
18. If you wish to enable multi-organizational features for new installations, then run the Adadmin concurrent program to enable Multi-Org at site level. Adadmin will pick the MO: Operating Unit profile value set at the site level.
19. If you are implementing a new installation you must create employees: a. Define the employee. (People > Enter and Maintain)
b. Define the manager of the employee by clicking Assignment. This step also assigns the employee to an organization. The manager's organization must be one of an HR business groups you have defined previously.
Note: You must enter the manager for an employee for Oracle Marketing Online Workflow approval to work correctly. If you are creating a new business group instead of using the seeded business group, and if you receive the flexfield error (Code = GRP), then you must set up the People Group flexfield.
20. Set up a Business Unit: a. Navigate to US HR MANAGER->Other Definitions->Look Up Tables.
b. In the Look Up Tables form, search for and set up values for ORG_TYPE.
c. In the CODE field for ORG_TYPE, enter the value BU (This is the key).
d. In the meaning field enter the value Business Unit and a free-form description.
e. As an option, you may also define Company with the code COMP and Department with the code DEPT.
f. After you have defined your ORG_TYPE, you must describe your ORG_TYPE. This is done by navigating to US HR MANAGER->Work Structures->Org.-> Description.
g. Once you have opened the Description form, select the New tab.
h. In the Name field, enter the business unit name. For example, Business Computer Organization.
i. Using the Type list of values, select the Business Unit that you defined previously.
j. Enter an address.
k. Save the record.
18. If you wish to enable multi-organizational features for new installations, then run the Adadmin concurrent program to enable Multi-Org at site level. Adadmin will pick the MO: Operating Unit profile value set at the site level.
19. If you are implementing a new installation you must create employees: a. Define the employee. (People > Enter and Maintain)
b. Define the manager of the employee by clicking Assignment. This step also assigns the employee to an organization. The manager's organization must be one of an HR business groups you have defined previously.
Note: You must enter the manager for an employee for Oracle Marketing Online Workflow approval to work correctly. If you are creating a new business group instead of using the seeded business group, and if you receive the flexfield error (Code = GRP), then you must set up the People Group flexfield.
20. Set up a Business Unit: a. Navigate to US HR MANAGER->Other Definitions->Look Up Tables.
b. In the Look Up Tables form, search for and set up values for ORG_TYPE.
c. In the CODE field for ORG_TYPE, enter the value BU (This is the key).
d. In the meaning field enter the value Business Unit and a free-form description.
e. As an option, you may also define Company with the code COMP and Department with the code DEPT.
f. After you have defined your ORG_TYPE, you must describe your ORG_TYPE. This is done by navigating to US HR MANAGER->Work Structures->Org.-> Description.
g. Once you have opened the Description form, select the New tab.
h. In the Name field, enter the business unit name. For example, Business Computer Organization.
i. Using the Type list of values, select the Business Unit that you defined previously.
j. Enter an address.
k. Save the record.
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