11i Workforce Sourcing and

Deployment Fundamentals:
People Management
Student Guide

D17282GC10
Edition 1.0
December 2004
D40092

Copyright Oracle Corporation, 2004. All rights reserved.

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Authors
Alison Crabbe and Diana Richards
Technical Contributors and Reviewers
Mark Rowe, David Millin, and Margaret Wong

This book was published using:

oracletutor

Table of Contents
People Management Introduction..................................................................................................................1-1
People Management ......................................................................................................................................1-2
Objectives ......................................................................................................................................................1-3
Overview of People Management...................................................................................................................2-1
Overview of People Management..................................................................................................................2-2
Overview .......................................................................................................................................................2-3
People Management Components .................................................................................................................2-4
People Management ......................................................................................................................................2-6
Identifying People..........................................................................................................................................2-7
Identifying Applicants ...................................................................................................................................2-8
Identifying Employees...................................................................................................................................2-9
Identifying Contingent Workers ....................................................................................................................2-10
Identifying External People ...........................................................................................................................2-11
Defining People .............................................................................................................................................2-12
Recording People...........................................................................................................................................2-13
Identifying the Work People Do....................................................................................................................2-14
Using Assignments ........................................................................................................................................2-15
Using Multiple Assignments .........................................................................................................................2-16
Defining Workforce Relationships ................................................................................................................2-17
Introduction to Recording People Information ............................................................................................3-1
Introduction to Recording People Information ..............................................................................................3-2
Overview .......................................................................................................................................................3-3
Users in Your Enterprise ...............................................................................................................................3-4
Recording People Information.......................................................................................................................3-5
Using Windows and Templates .....................................................................................................................3-6
Using Employee SSHR .................................................................................................................................3-7
Using Manager SSHR ...................................................................................................................................3-8
Summary........................................................................................................................................................3-10
Instructor Demonstration - Using the People and Assignment Windows..................................................3-11
Instructor Demonstration - Using the People Management Templates .....................................................3-13
Instructor Demonstration - Using SSHR for People Management ............................................................3-14
Set Up People Management ............................................................................................................................4-1
Set Up People Management...........................................................................................................................4-2
Objectives ......................................................................................................................................................4-3
Overview .......................................................................................................................................................4-4
Agenda...........................................................................................................................................................4-5
Identifying Person Types...............................................................................................................................4-6
Identifying Predefined Person Types.............................................................................................................4-7
System Person Types.....................................................................................................................................4-8
System and User Person Types......................................................................................................................4-9
Defining Your Own Person Types.................................................................................................................4-10
Identifying Person Types for Benefits ...........................................................................................................4-11
Guided Demonstration - Defining Person Types.......................................................................................4-12
Practice - Defining Person Types ..............................................................................................................4-13
Solution Defining Person Types .............................................................................................................4-14
Instructor Demonstration - Changing Person Type Usage ........................................................................4-15
Assignment Statuses Overview .....................................................................................................................4-16
System Assignment Statuses .........................................................................................................................4-17
User Assignment Statuses .............................................................................................................................4-19
Defining User Assignment Statuses ..............................................................................................................4-20
Assignment Statuses with Payroll Processing ...............................................................................................4-21
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Using Assignment Statuses............................................................................................................................4-22

Guided Demonstration - Defining Assignment Statuses ...........................................................................4-24
Practice - Defining Assignment Statuses...................................................................................................4-25
Solution Defining Assignment Statuses..................................................................................................4-27
Identifying Contracts .....................................................................................................................................4-29
Creating Contracts .........................................................................................................................................4-30
Defining Additional Information ...................................................................................................................4-31
Collective Agreements.....................................................................................................................................5-1
Collective Agreements ..................................................................................................................................5-2
Overview .......................................................................................................................................................5-3
How Collective Agreements Work in HRMS ...............................................................................................5-4
Defining Entitlement Items............................................................................................................................5-6
Entitlement Item Examples............................................................................................................................5-7
Eligibility Profiles..........................................................................................................................................5-8
Eligibility Criteria..........................................................................................................................................5-9
Defining Derived Factors ..............................................................................................................................5-10
Defining Eligibility Profiles ..........................................................................................................................5-11
Creating Organizations To Represent Negotiating Parties ............................................................................5-12
Guided Demonstration - Defining Collective Agreements ........................................................................5-13
Practice - Defining an Entitlement Item ....................................................................................................5-15
Solution Defining an Entitlement Item ...................................................................................................5-16
Practice - Defining an Eligibility Profile ...................................................................................................5-17
Solution Defining an Eligibility Profile..................................................................................................5-19
Practice - Creating a Collective Agreement...............................................................................................5-21
Solution Creating a Collective Agreement .............................................................................................5-22
Summary........................................................................................................................................................5-24
Entering People Information ..........................................................................................................................6-1
Entering People Information..........................................................................................................................6-2
Objectives ......................................................................................................................................................6-3
Overview .......................................................................................................................................................6-4
Agenda...........................................................................................................................................................6-5
Applicant Hiring Process...............................................................................................................................6-6
Employee Hiring Process ..............................................................................................................................6-8
Contingent Worker Placement Process..........................................................................................................6-9
Agenda...........................................................................................................................................................6-10
Entering a New Person ..................................................................................................................................6-11
Validating a New Person Record...................................................................................................................6-13
Placing a Contingent Worker.........................................................................................................................6-15
Entering Communication Details ..................................................................................................................6-16
Entering Contact Relationships .....................................................................................................................6-17
Entering Additional Personal Information.....................................................................................................6-18
Entering Statutory Information......................................................................................................................6-19
Entering Assignment Information .................................................................................................................7-1
Entering Assignment Information .................................................................................................................7-2
Agenda...........................................................................................................................................................7-3
Entering Assignment Information .................................................................................................................7-4
Entering Supervisor Information ...................................................................................................................7-5
Maintaining Multiple Assignments ...............................................................................................................7-6
Entering Payroll Information.........................................................................................................................7-7
Entering Information for Statutory Reports...................................................................................................7-8
Processing Collective Agreements ................................................................................................................7-9
Applying the Results .....................................................................................................................................7-10
Using Collective Agreements ........................................................................................................................7-11
Entering Contract Information.......................................................................................................................7-12
Entering Contingent Worker Assignment Information..................................................................................7-13
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Summary........................................................................................................................................................7-14
Guided Demonstration - Entering a New Employee .................................................................................7-15
Practice - Entering a New Employee Using Forms ...................................................................................7-18
Solution Entering a New Employee Using Forms ..................................................................................7-19
Practice - Entering a New Employee Using Templates .............................................................................7-22
Solution Entering a New Employee Using Templates............................................................................7-23
Practice - Entering a New Employee Using SSHR....................................................................................7-25
Solution Entering a New Employee Using SSHR ..................................................................................7-26
Guided Demonstration - Entering a New Employee (U.S. only)...............................................................7-29
Practice - Entering a New Employee Using Forms (U.S. only).................................................................7-32
Solution Entering a New Employee Using Forms (U.S. only) ...............................................................7-33
Practice - Entering a New Employee Using Templates (U.S. only) ..........................................................7-37
Solution Entering a New Employee Using Templates (U.S. only).........................................................7-38
Practice - Entering a New Employee Using SSHR (U.S. only).................................................................7-40
Solution Entering a New Employee Using SSHR (U.S. only) ...............................................................7-41
Guided Demonstration - Placing a New Contingent Worker.....................................................................7-43
Practice - Placing a New Contingent Worker Using Forms ......................................................................7-45
Solution Placing a New Contingent Worker Using Forms .....................................................................7-46
Practice - Placing a New Contingent Worker Using Templates ................................................................7-48
Solution Placing a New Contingent Worker Using Templates...............................................................7-49
Managing People..............................................................................................................................................8-1
Managing People ...........................................................................................................................................8-2
Objectives ......................................................................................................................................................8-3
Overview .......................................................................................................................................................8-4
Managing People over Time..........................................................................................................................8-5
Promoting People ..........................................................................................................................................8-6
Guided Demonstration - Promoting People ...............................................................................................8-7
Practice - Promoting a Person Using the People and Assignment Windows.............................................8-8
Solution Promoting a Person Using the People and Assignment Windows ...........................................8-9
Practice - Promoting a Person Using SSHR ..............................................................................................8-11
Solution Promoting a Person Using SSHR.............................................................................................8-12
Transferring People .......................................................................................................................................8-14
Guided Demonstration - Changing Managers Using SSHR ......................................................................8-15
Practice - Changing Managers Using SSHR .............................................................................................8-16
Solution Changing Managers Using SSHR ............................................................................................8-17
Maintaining Multiple Assignments ...............................................................................................................8-18
Guided Demonstration - Changing Primary Assignments.........................................................................8-20
Practice - Changing Primary Assignments Using the Assignment Window .............................................8-21
Solution Changing Primary Assignments Using the Assignment Window ............................................8-22
Performing a Mass Assignment Update ........................................................................................................8-24
Instructor Demonstration - Performing a Mass Assignment Update .........................................................8-25
Maintaining Professional Information ...........................................................................................................8-27
Guided Demonstration - Creating User Access to Self-Service ................................................................8-28
Practice - Creating User Access to Self-Service........................................................................................8-29
Solution Creating User Access to Self-Service.......................................................................................8-30
Guided Demonstration - Maintaining Professional Information Using SSHR ..........................................8-32
Practice - Maintaining Professional Information Using SSHR..................................................................8-33
Solution Maintaining Professional Information Using SSHR ................................................................8-34
Maintaining Personal Information .................................................................................................................8-36
Guided Demonstration - Maintaining Personal Information Using SSHR ................................................8-37
Practice - Maintaining Personal Information Using SSHR........................................................................8-38
Solution Maintaining Personal Information Using SSHR ......................................................................8-39
Entering Disability Information.....................................................................................................................8-41
Instructor Demonstration - Entering Medical Assessments, Work Incidents,
and Disability Information.........................................................................................................................8-42
Using DateTrack............................................................................................................................................8-44
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Updating DateTrack Information ..................................................................................................................8-45

Reporting and Analyzing Workforce Information .......................................................................................9-1
Reporting and Analyzing Workforce Information.........................................................................................9-2
Overview .......................................................................................................................................................9-3
Using Standard Reports .................................................................................................................................9-4
Using Statutory Reports.................................................................................................................................9-6
Instructor Demonstration - Reporting and Analyzing Workforce Information .........................................9-7
Using Discoverer Reports..............................................................................................................................9-9
Using HRMSi Reports...................................................................................................................................9-10
Using HRMSi Reports for Daily Business Intelligence.................................................................................9-12
Tracking Tenure Information (U.S. only) .....................................................................................................10-1
Tracking Tenure Information (U.S. only)......................................................................................................10-2
Overview .......................................................................................................................................................10-3
Tracking Tenure ............................................................................................................................................10-4
Tracking Tenure Process ...............................................................................................................................10-5
Tracking Tenure ............................................................................................................................................10-6
Instructor Demonstration - Entering Tenure Tracking Information...........................................................10-7
U.S. Government Reporting ...........................................................................................................................11-1
U.S. Government Reporting (U.S. only) .......................................................................................................11-2
Overview .......................................................................................................................................................11-3
Government-Mandated Reports.....................................................................................................................11-4
Reporting Requirements ................................................................................................................................11-5
Reporting Categories and Statuses ................................................................................................................11-6
AAP Reporting ..............................................................................................................................................11-7
ADA Reporting .............................................................................................................................................11-8
OSHA Reporting ...........................................................................................................................................11-9
EEO1 Reporting ............................................................................................................................................11-10
EEO4 and EEO5 Reporting ...........................................................................................................................11-11
VETS-100 Reporting .....................................................................................................................................11-12
IPEDS Reporting ...........................................................................................................................................11-13
Generating the Reports ..................................................................................................................................11-14
Summary........................................................................................................................................................11-15
Terminating......................................................................................................................................................12-1
Terminating ...................................................................................................................................................12-2
Objectives ......................................................................................................................................................12-3
Overview .......................................................................................................................................................12-4
Agenda...........................................................................................................................................................12-5
Ending Assignments ......................................................................................................................................12-7
Ending a Secondary Assignment ...................................................................................................................12-8
Guided Demonstration - Terminating an Assignment ...............................................................................12-9
Practice - Terminating an Assignment.......................................................................................................12-10
Solution Terminating an Assignment .....................................................................................................12-11
Agenda...........................................................................................................................................................12-13
Terminating ...................................................................................................................................................12-14
Terminating Employment..............................................................................................................................12-15
Employee Termination Dates ........................................................................................................................12-19
Terminating Employment..............................................................................................................................12-20
Guided Demonstration - Terminating an Employee ..................................................................................12-21
Practice - Terminating an Employee .........................................................................................................12-22
Solution Terminating an Employee ........................................................................................................12-23
Practice - Terminating an Employee Using SSHR ....................................................................................12-25
Solution Terminating an Employee Using SSHR...................................................................................12-26
Agenda...........................................................................................................................................................12-27
Ending a Contingent Worker Placement .......................................................................................................12-28
Contingent Worker Termination Dates..........................................................................................................12-30
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Guided Demonstration - Ending a Placement............................................................................................12-31

Practice - Ending a Placement ...................................................................................................................12-32
Solution Ending a Placement..................................................................................................................12-33
Practice - Ending a Placement Using SSHR..............................................................................................12-35
Solution Ending a Placement Using SSHR ............................................................................................12-36
Reinstating and Rehiring ................................................................................................................................13-1
Reinstating or Rehiring..................................................................................................................................13-2
Agenda...........................................................................................................................................................13-3
Reinstating or Rehiring..................................................................................................................................13-4
Cancelling Termination Reasons ...................................................................................................................13-5
Cancelling a Termination ..............................................................................................................................13-6
Instructor Demonstration - Cancelling a Termination ...............................................................................13-7
Rehiring .........................................................................................................................................................13-8
Instructor Demonstration - Rehiring an Ex-employee...............................................................................13-10
Back-to-Back Employment ...........................................................................................................................13-11
Instructor Demonstration - Rehiring a Person Using Back-to-Back Employment ....................................13-13
Summary........................................................................................................................................................13-14
People Management Conclusion ....................................................................................................................14-1
People Management ......................................................................................................................................14-2
Summary........................................................................................................................................................14-3

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