Implementation Checklists
Use the following checklists to record which parts of Oracle HRMS you want to use. This will help you to complete the appropriate steps in the correct order for your implementation.
See Also
Basic Administration Checklist
Work Structures Checklist
Compensation and Benefits Checklist
People and Assignments Checklist
Career Management Checklist
Specific Business Functions Checklist
Control Checklist
Basic Administration Checklist
Define Key Flexfields
- 1 Specify Key Flexfield Structures for Business Group
- 3 Define Position Flexfield
- 5 Define People Group Flexfield
- 6 Define Cost Allocation Flexfield
Define Descriptive Flexfields
- 7 Specify Descriptive Flexfield Contexts
- 8 Define Descriptive Flexfields
Administration
- 10 Define 'View All' HRMS User
- 11 Run Grant Permissions To Roles Process
- 12 Define QuickCode Values
Application Data Export (ADE) and Hierarchy Diagrammers
- 14 Control Access to the Hierarchy Diagrammers
Work Structures Checklist
Define Organization Structures
- 17 Create 'View-All' access to the Business Group
- 19 Define Organization Hierarchies
Define Roles
- 22 Define Primary Position Reporting Hierarchy
Define Grade Related Information
- 26 Define Progression Point Values
Define Payroll Information
- 28 Define Payment Methods
Compensation and Benefits Checklist
Define Input Value Validation
- 30 Define New QuickCode Types
- 31 Define QuickCode Values
- 33 Define Element Validation Formulas
Define Compensation and Benefits for Information
- 34 Define Elements and Input Values
Salary Administration
- 36 Define Proposal Reasons and Performance Ratings
- 39 Define Element Links for Salary
Element Sets
People and Assignments Checklist
Person Types and Assignment Statuses
- 42 Define Assignment Statuses for Employees
Special Personal Information
- 43 Define Personal Analysis Key Flexfield Structures
- 44 Register Special Info Types for the Business Group
Recruitment
- 45 Define Assignment Statuses for applicants
Career Management Checklist
Methods of Measurement and Creating Competencies
- 48 Group Competence Types
Competence Requirements
- 49 Create Competence Requirements
Use Function Security to Customize Oracle Training Administration (OTA)
- 50 Set Up Activity Security (OTA)
Qualification Types and Establishments
- 51 Create Qualification Types
Assessment and Appraisal
- 53 Create Assessment Templates
- 54 Create Appraisal Questionnaires
- 55 Create Appraisal Templates
Specific Business Functions Checklist
Absence Management /Accruals of Paid Time Off (PTO)
- 56 Define an Absence Element to Record Time Taken
- 57 Define Element Links for the Absence Element
- 58 Define the Accrual Plan with an Absence Element
- 59 Define Element Links for the Accrual Elements
- 60 Define Absence Reasons
- 61 Associate an Absence Type with the Absence Element
Human Resource Budgets
- 62 Define QuickCode Values
- 64 Define Budgetary Calendars
Evaluation Systems
- 66 Define Evaluation Types
- 67 Define Valid Grades for Jobs
- 68 Define Valid Grades for Positions
Requirements Matching
- 69 Define Requirements for Jobs
- 70 Define Requirements for Positions
Career and Succession Planning
- 71 Modelling Career and Succession Planning Based on Jobs
- 72 Modelling Career and Succession Planning Based on Positions
Control Checklist
Define Reports and Generate Standard Letters
- 74 Register Reports as Concurrent Programs with SRS
- 76 Create Standard Letters for use with Concurrent
Processing
- 77 Create Standard Letters for use with Application Data
Export (ADE)
- 78 Create Standard Letters for use with Microsoft Word
Define User Security
- 81 Define Security Profiles
- 82 Run Generate Secure User Process
- 83 Run Security List Maintenance Process
- 84 Define Form Customizations
- 85 Define Task Flow Nodes
- 89 Define Report Security Groups
- 90 Define Responsibilities
- 91 Define Application Users
- 92 Define HR User Profile Options
Define Audit Requirements
- 93 Estimate file sizing and file management needs
- 94 Define Audit Installations
- 95 Define Audit Tables and Columns
- 97 Activate AuditTrail Update Tables Process