Monday, January 22, 2018

Oracle HRMS Windows and their Navigation Paths

This topic shows the default navigation paths for all the windows in Oracle HRMS, as they are supplied. You can use task flow windows directly from the menu, or from the People and Assignment windows.

The responsibility that you use determines which of these windows you can use and how you access them. Your system administrator sets up navigation menus and task flows for your responsibility. They may also create customized versions of some of these windows using different window titles.

Absence Detail
Do one of the following:
1. Choose People -> Enter and Maintain in the Navigator.
2. Choose the Others button and select Absence.
Or:
1. Choose People -> Fastpath -> Absence in the Navigator.
2. In the resulting Find window, query the person.

Absence Attendance Type
    • Choose Compensation and Benefits -> Absence Types in the Navigator.

Accrual Bands
1. Choose Compensation and Benefits -> Accrual Plans in the Navigator.
2. Enter or query an accrual plan name.
3. Choose the Accrual Bands button.

Accrual Plans
    • Choose Compensation and Benefits -> Accrual Plans in the Navigator.

Accruals
Do one of the following:
1. Choose View -> Employee Accruals in the Navigator.
2. Run a query in the Assignments Folder window.
3. Select an employee assignment and choose the Accruals button.
Or:
1. Choose People -> Fastpath -> Accruals in the Navigator.
2. In the resulting Find window, query the person.

Address
Do one of the following:
1. Choose People -> Enter and Maintain in the Navigator.
2. Enter or query a person.
3. Choose the Address button.
Or:
1. Choose People -> Fastpath -> Address in the Navigator.
2. In the resulting Find window, query the person.

Alter Effective Date
    • Choose the Alter Effective Date icon from the toolbar.

Applicant Entry
    • Choose Recruitment -> Applicant Quick Entry in the Navigator.

Applicant Interview
1. Choose People -> Enter and Maintain in the Navigator.
2. Enter or query an applicant.
3. Choose the Others button and select Application.
4. Choose the Interview button.

Application
Do one of the following:
1. Choose People -> Enter and Maintain in the Navigator.
2. Enter or query an applicant.
3. Choose the Others button and select Application.
Or:
1. Choose People -> Fastpath -> Application in the Navigator.
2. In the resulting Find window, query the person.

Appraisal Template
    • Choose Career Management -> Appraisal Template in the Navigator.

Assessment Template
    • Choose Career Management -> Assessment Template in the Navigator.

Assignment
Do one of the following:
1. Choose People -> Enter and Maintain in the Navigator.
2. Enter or query an employee.
3. Choose the Assignment button.
Or:
1. Choose People -> Fastpath -> Assignment in the Navigator.
2. In the resulting Find window, query the person.

Assignment Budget Values
Do one of the following:
1. Choose People -> Enter and Maintain in the Navigator.
2. Enter or query an applicant or an employee.
3. Do one of the following:
For an applicant:
    • Choose the Others button and select Application.
    • Choose the Budgets button.
For an employee:
    • Choose the Assignment button.
    • Choose the Others button and select Budgets.
Or:
1. Choose People -> Fastpath -> Assignment Budget Values in the Navigator.
2. In the resulting Find window, query the person.

Assignment Criteria
1. Choose Payroll -> Assignment Set in the Navigator.
2. Enter or query an assignment set.
3. Choose the Criteria button.

Assignment History
    • Choose View -> Histories -> Employee Assignment in the Navigator.

Assignment Processes
1. Choose View -> Payroll Process Results in the Navigator.
2. Enter or query a payroll process.
3. Choose the Assignment Process button.

Assignment Set
    • Choose Payroll -> Assignment Set in the Navigator.

Assignment Statuses
    • Choose Work Structures -> Status in the Navigator.

Assignments Folder
    • Choose View -> Lists -> Assignments Folder in the Navigator.

Batch Header
    • Choose Mass Information eXchange: MIX -> Batch Element Entry in the Navigator.

Batch Lines
1. Choose Mass Information eXchange: MIX -> Batch Element Entry in the Navigator.
2. Choose the Lines button.

Book Events
1. Choose People -> Enter and Maintain in the Navigator.
2. Enter or query an employee or applicant.
3. Choose the Others button and select Bookings.

Budget
    • Choose Work Structures -> Budget in the Navigator.

Budget Value Defaults
1. Choose Work Structures -> Organization -> Description in the Navigator.
2. Enter or query a Business Group.
3. Choose the Others button and select Budget Value Defaults.

Budgetary Calendar
    • Choose Work Structures -> Budget Calendar in the Navigator.

Business Group Information
1. Choose Work Structures -> Organization -> Description in the Navigator.
2. Enter or query a Business Group.
3. Choose the Others button and select Business Group Information.

Career Path Names
    • Choose Work Structures -> Job -> Path Name in the Navigator.

Columns
1. Choose Other Definitions -> Table Structure in the Navigator.
2. Enter or query a table.
3. Choose the Columns button.

Competence Profile
1. Choose People -> Enter and Maintain in the Navigator.
2. Enter or query a person.
3. Choose the Others button and select Competence Profile.

Competence Requirements
    • Choose Career Management -> Competence Requirements in the Navigator.

Competence Types
    • Choose Career Management -> Competence Types in the Navigator.

Competencies
    • Choose Career Management -> Competencies in the Navigator.

Concurrent Requests
    • Choose Processes and Reports -> View Requests in the Navigator.

Contact
Do one of the following:
1. Choose People -> Enter and Maintain in the Navigator.
2. Enter or query an employee or applicant.
3. Choose the Others button and select Contact.
Or:
1. Choose People -> Fastpath -> Contact in the Navigator.
2. In the resulting Find window, query the person.

Control Totals
1. Choose Mass Information eXchange: MIX -> Batch Element Entry in the Navigator.
2. Choose the Totals button.

Costing
Do one of the following:
1. Choose People -> Enter and Maintain in the Navigator.
2. Enter or query an employee.
3. Choose the Assignment button.
4. Choose the Others button and select Costing.
Or:
1. Choose People -> Fastpath -> Costing in the Navigator.
2. In the resulting Find window, query the person.

Costing Information
1. Choose Work Structures -> Organization -> Description in the Navigator.
2. Enter or query an organization.
3. Choose the Others button and select Costing Information.

Custom Reports
    • Choose Processes and Reports -> Submit Custom Reports in the Navigator.

Database Items
1. Choose Compensation and Benefits -> Write Formulas in the Navigator.
2. Enter or query a formula.
3. Choose the Show Items button.

Date Track History Change Field Summary
    • Choose the Date Track History icon from the toolbar.

Define Function
    • Choose Other Definitions -> Formula Functions in the Navigator.

Define QuickPaint Report
    • Choose Processes and Reports -> Define a QuickPaint Report in the Navigator.

Define Task Flow
    • Choose Security -> Task Flow Definitions in the Navigator.

Define Task Flow Nodes
    • Choose Security -> Task Flow Nodes in the Navigator.

Delete Person
    • Choose People -> Delete Personal Records in the Navigator.

Edit Formula
1. Choose Compensation and Benefits -> Write Formulas in the Navigator.
2. Enter or query a formula.
3. Choose the Edit button.

Element
    • Choose Compensation and Benefits -> Element Description in the Navigator.

Element and Distribution Set
    • Choose Payroll -> Element Set in the Navigator.

Element Entries
Do one of the following:
1. Choose People -> Enter and Maintain in the Navigator.
2. Enter or query an employee.
3. Choose the Assignment button.
4. Choose the Entries button.
Or:
1. Choose People -> Fastpath -> Element Entries in the Navigator.
2. In the resulting Find window, query the person.

Element Link
    • Choose Compensation and Benefits -> Link in the Navigator.

Employee Review
Do one of the following:
1. Choose People -> Enter and Maintain in the Navigator.
2. Enter or query an employee.
3. Choose the Assignment button.
4. Choose the Others button and select Reviews.
Or:
1. Choose People -> Fastpath -> Employee Review in the Navigator.
2. In the resulting Find window, query the person.

Entry Values
1. Choose People -> Enter and Maintain in the Navigator.
2. Enter or query an employee.
3. Choose the Assignment button.
4. Choose the Entries button.
5. Select an entry and choose the Entry Values button.

Event Bookings
Do one of the following:
    • Choose People -> Events and Bookings in the Navigator.
Or:
1. Choose People -> Fastpath -> Event in the Navigator.
2. In the resulting Find window, query the person.

Form Customization
    • Choose Security -> CustomForm in the Navigator.

Formula
    • Choose Compensation and Benefits -> Write Formulas in the Navigator.

Globals
    • Choose Compensation and Benefits -> Global Values in the Navigator.

Grade Rate
    • Choose Work Structures -> Grade -> Grade Rate in the Navigator.

Grade Scale
    • Choose Work Structures -> Grade -> Grade Steps and Points in the Navigator.


Grade Step Placement
Do one of the following:
1. Choose People -> Enter and Maintain in the Navigator.
2. Enter or query an employee.
3. Choose the Assignment button.
4. Choose the Others button and select Grade Step.
Or:
1. Choose People -> Fastpath -> Grade Step Placement in the Navigator.
2. In the resulting Find window, query the person.

Grades
    • Choose Work Structures -> Grade -> Description in the Navigator.

Input Values
1. Choose Compensation and Benefits -> Element Description in the Navigator.
2. Enter or query an element.
3. Choose the Input Values button.

Job
    • Choose Work Structures -> Job -> Description in the Navigator.

Job Evaluation
1. Choose Work Structures -> Job -> Description in the Navigator.
2. Enter or query a job.
3. Choose the Evaluation button.

Job Requirements
1. Choose Work Structures -> Job -> Description in the Navigator.
2. Enter or query a job.
3. Choose the Requirements button.

Letter
    • Choose Work Structures -> Recruitment Letter Type in the Navigator.

Link Input Values
1. Choose Compensation and Benefits -> Link in the Navigator.
2. Enter or query an element.
3. Choose the Input Values button.

List Assignments
    • Choose View -> Lists -> Assignments in the Navigator.

List Budget Variance by Organization
    • Choose View -> Organization Budgets in the Navigator.

List Employees by Absence Type
    • Choose View -> Lists -> Employees by Absence Type in the Navigator.

List Employees by Element
    • Choose View -> Lists -> Employees by Element in the Navigator.

List Employees by Organization
    • Choose View -> Lists -> Employees by Organization in the Navigator.

List Employees by Position
    • Choose View -> Lists -> Employees by Position in the Navigator.

List Employees by Position Hierarchy
    • Choose View -> Lists -> Emps by Position Hierarchy in the Navigator.

List People by Assignment
    • Choose View -> Lists -> People by Assignment in the Navigator.

List People by Special Information
    • Choose View -> Lists -> People by Special Information in the Navigator.

List Position Budget Variance
    • Choose View -> Position Budgets in the Navigator.

Location
    • Choose Work Structures -> Location in the Navigator.

Map Career Path
    • Choose Work Structures -> Job -> Career Path in the Navigator.

Mass Move
    • Choose Work Structures -> Mass Update in the Navigator.

Mass Move - Assignments
1. Choose Work Structures -> Position -> Mass Move in the Navigator.
2. Complete the Mass Move window and save your work.
3. Choose the Positions button.
4. Complete the Find Positions window.
5. Choose the Find button.
6. Complete the Mass Move - Positions window.
7. Choose the Assignments button.

Mass Move - Messages
1. Choose Work Structures -> Position -> Mass Move in the Navigator.
2. Complete the Mass Move window and save your work.
3. Choose the Positions button.
4. Complete the Find Positions window and choose the Find button.
5. Complete the Mass Move - Positions window and choose the Assignments button.
6. Complete the Mass Move - Assignments window and close it.
7. From the Mass Move - Positions window, choose the Valid Grades button.
8. Complete the Valid Grades window and close it.
9. Close the Mass Move - Positions window.
10. From the Mass Move window, choose the Execute button.
11. If the Status field shows In Error or Complete with Warnings, a Message button appears.
12. If the Message button appears, choose it to view messages in the Mass Move - Messages window.
Note: Alternatively, you can view messages for saved (but not yet successfully executed) mass moves as follows:
1. Choose Work Structures -> Position -> Mass Move in the Navigator.
2. Enter the name of the saved mass move in the Description field.
3. When the Mass Move window is populated with data and the Message button appears, choose the Message button.

Mass Move - Positions
1. Choose Work Structures -> Position -> Mass Move in the Navigator.
2. Complete the Mass Move window.
3. Save your work.
4. Choose the Positions button.
5. In the resulting Find Positions window, select or enter a Source Job and Source Position.
6. Choose the Find button.

Mass Move - Valid Grades
1. Choose Work Structures -> Position -> Mass Move in the Navigator.
2. Complete the Mass Move window and save your work.
3. Choose the Positions button.
4. Complete the Find Positions window.
5. Choose the Find button.
6. Complete the Mass Move - Positions window.
7. Choose the Valid Grades button.

Mass Update of Applicants
    • Choose Recruitment -> Mass Update of Applicants in the Navigator.

Messages
1. Choose Mass Information eXchange: MIX -> Batch Element Entry in the Navigator.
2. Choose the Messages button.

MIX Batch Header
    • Choose Mass Information eXchange: MIX -> Batch Element Entry in the Navigator.

MIX Batch Lines
1. Choose Mass Information eXchange: MIX -> Batch Element Entry in the Navigator.
2. Choose the Lines button.

Net Calculation Rules
1. Choose Compensation and Benefits -> Accrual Plans in the Navigator.
2. Enter or query an accrual plan name.
3. Choose the Net Calculation Rules button.

Organization
    • Choose Work Structures -> Organization -> Description in the Navigator.

Organization Hierarchy
    • Choose Work Structures -> Organization -> Hierarchy in the Navigator.

Organizational Payment Method
    • Choose Payroll -> Payment Methods in the Navigator.

Parent Organization
1. Choose Work Structures -> Organization -> Description in the Navigator.
2. Enter or query an organization.
3. Choose the Others button and select Parent Organization.

Pay Scale
    • Choose Work Structures -> Grade -> Pay Scale in the Navigator.

Payroll
    • Choose Payroll -> Description in the Navigator.

People
    • Choose People -> Enter and Maintain in the Navigator.

People Folder
    • Choose View -> Lists -> People Folder in the Navigator.

Performance
1. Choose People -> Enter and Maintain in the Navigator.
2. Enter or query an employee, and choose the Assignment button.
3. Choose the Salary button.
4. Choose the Performance button.

Period Dates
1. Choose Payroll -> Description in the Navigator.
2. Enter or query a payroll.
3. Choose the Period Dates button.

Period Types
    • Choose Other Definitions -> Time Periods in the Navigator.

Person Types
    • Choose Other Definitions -> Person Types in the Navigator.

Personal Payment Method
Do one of the following:
1. Choose People -> Enter and Maintain in the Navigator.
2. Enter or query an employee.
3. Choose the Assignment button.
4. Choose the Pay Method button, or choose the Others button and select Pay Method.
Or:
1. Choose People -> Fastpath -> Pay Method in the Navigator.
2. In the resulting Find window, query the person.

Personal Profile Values
    • Choose Other Definitions -> User Profile Options in the Navigator.

Phone Numbers
Do one of the following:
1. Choose People -> Enter and Maintain in the Navigator.
2. Enter or query an employee.
3. Choose the Others button.
4. Choose Phones.
Or:
1. Choose People -> Fastpath -> Phone Numbers in the Navigator.
2. In the resulting Find window, query the person.

Picture
Do one of the following:
1. Choose People -> Enter and Maintain in the Navigator
2. Enter or query a person.
3. Choose the Picture button.
Or:
1. Choose People -> Fastpath -> Picture in the Navigator.
2. In the resulting Find window, query the person.

Position
    • Choose Work Structures -> Position -> Description in the Navigator.

Position Evaluation
1. Choose Work Structures -> Position -> Description in the Navigator.
2. Enter or query a position.
3. Choose the Evaluation button.

Position Hierarchy
    • Choose Work Structures -> Position -> Hierarchy in the Navigator.

Position Occupancy Folder
1. Choose Work Structures -> Position -> Description in the Navigator.
2. Query a position.
3. Choose the Occupancy button.

Position Reporting To
1. Choose Work Structures -> Position -> Description in the Navigator.
2. Enter or query a position.
3. Choose the Reporting To button.

Position Requirements
1. Choose Work Structures -> Position -> Description in the Navigator.
2. Enter or query a position.
3. Choose the Requirements button.

Qualifications
1. Choose People -> Enter and Maintain in the Navigator.
2. Enter or query a person.
3. Choose the Others button and select Qualifications.

Qualification Types
    • Choose Career Management -> Qualification Types in the Navigator.

QuickCode Type Usages
1. Choose Other Definitions -> QuickCode Types in the Navigator.
2. Enter or query a user-defined Type.
3. Choose the Usages button.

QuickCode Types
    • Choose Other Definitions -> QuickCode Types in the Navigator.

QuickCodes
    • Choose Other Definitions -> QuickCode Values in the Navigator.

QuickPaint Inquiry
1. Choose Processes and Reports -> Run a QuickPaint Report in the Navigator.
2. Query a report that has been run.
3. Choose the View Report button.

Rating Scales
    • Choose Career Management -> Rating Scales in the Navigator.

Recruiting For
1. Choose Recruitment -> Recruitment Activity in the Navigator.
2. Enter or query a recruitment activity.
3. Choose the Recruiting For button.

Recruitment Activity
    • Choose Recruitment -> Recruitment Activity in the Navigator.

Request Letter
    • Choose Recruitment -> Request Recruitment Letter in the Navigator.

Request Set
    • Choose Security -> Report Sets in the Navigator.

Requisition and Vacancy
    • Choose Recruitment -> Requisition and Vacancy in the Navigator.

Rows
1. Choose Other Definitions -> Table Structure in the Navigator.
2. Enter or query a table.
3. Choose the Rows button.

Run QuickPaint Report
    • Choose Processes and Reports -> Run a QuickPaint Report in the Navigator.

Salary Administration
Do one of the following:
1. Choose People -> Enter and Maintain in the Navigator.
2. Enter or query an employee.
3. Choose the Assignment button.
4. Choose the Salary button.
Or:
1. Choose People -> Fastpath -> Salary Administration in the Navigator.
2. In the resulting Find window, query the person.

Salary Basis
    • Choose Work Structures -> Salary Basis in the Navigator.

Salary History
Do one of the following:
1. Choose View -> Histories -> Salary in the Navigator.
2. Run a query in the Assignments Folder window.
3. Select an employee assignment and choose the Salary History button.
Or:
1. Choose People -> Fastpath -> Salary History in the Navigator.
2. In the resulting Find window, query the person.

Salary Management Folder
    • Choose People -> Salary Management in the Navigator.

Scale Rate
    • Choose Work Structures -> Grade -> Point Values in the Navigator.

Schools and Colleges
    • Choose Career Management -> Schools and Colleges in the Navigator.

Schools and Colleges (Attended)
1. Choose People -> Enter and Maintain in the Navigator.
2. Enter or query a person.
3. Choose the Others button and select Schools/Colleges.

Secondary Statuses
Do one of the following:
1. Choose People -> Enter and Maintain in the Navigator.
2. Enter or query an applicant or employee.
3. Do one of the following:
For an applicant:
    • Choose the Others button and select Application.
    • Choose the Secondary Status button.
For an employee:
    • Choose the Assignment button.
    • Choose the Others button and select Secondary Status.
Or:
1. Choose People -> Fastpath -> Secondary Status in the Navigator.
2. In the resulting Find window, query the person.

Security Profile
    • Choose Security -> Profile in the Navigator.

Special Information
Do one of the following:
1. Choose People -> Enter and Maintain in the Navigator.
2. Enter or query a person.
3. Choose the Special Info button.
Or:
1. Choose People -> Fastpath -> Special Information in the Navigator.
2. In the resulting Find window, query the person.

Special Information Types
    • Choose Other Definitions -> Special Information Types in the Navigator.

Submit a New Request
1. Choose Processes and Reports -> Submit Processes and Reports in the Navigator.
2. Select Single Request or a Request Set.

Table Structure
    • Choose Other Definitions -> Table Structure in the Navigator.

Table Values
    • Choose Other Definitions -> Table Values in the Navigator.

Terminate
Do one of the following:
1. Choose People -> Enter and Maintain in the Navigator.
2. Enter or query an employee.
3. Choose the Others button and select End Employment.
Or:
1. Choose People -> Fastpath -> End Employment in the Navigator.
2. In the resulting Find window, query the person.

Terminate Applicant
1. Choose People -> Enter and Maintain in the Navigator.
2. Enter or query an employee.
3. Choose the Others button and select End Application.

Valid Grades
1. Choose Work Structures in the Navigator.
2. Choose either Job -> Description or Position -> Description.
3. Enter or query a job or position.
4. Choose the Valid Grades button.

Valid Payment Methods
1. Choose Payroll -> Description in the Navigator.
2. Enter or query a payroll.
3. Choose the Valid Payment Methods button.

View Absence History
    • Choose View -> Histories -> Absence in the Navigator.

View Element Entry History for Employee
1. Choose View -> Histories -> Entries in the Navigator.
2. Run a query in the Assignments Folder window.
3. Select an employee assignment and choose the Entry History button.

View Employee Grade Comparatio
    • Choose View -> Grade Comparatio in the Navigator.

View Vacancies
    • Choose View -> Vacancies in the Navigator.

Work Choices (Job or Position)
1. Choose Organization ->Job or Position -> Description in the Navigator.
2. Enter or query a job or position.
3. Choose the Work Choices button.

Work Choices (Person)
1. Choose People -> Enter and Maintain in the Navigator.
2. Enter or query a person.
3. Choose the Others button and select Work Choices.

Work Day Information
1. Choose Work Structures -> Organization -> Description in the Navigator.
2. Enter or query an organization.
3. Choose the Others button and select Work Day Information.

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