People Management Templates

Step 16: Extend the Checklist Lookup Values Optional Step You can add your own
values to the supplied list of checklist items and statuses to be included in a
template. Define values for the CHECKLIST_ITEM and CHECKLIST_STATUS Lookup
Types. Define values for BUDGET_MEASUREMENT_TYPES Use the Application Utilities
Lookups window. See: Adding Lookup Types and Values, Oracle HRMS Configuring,
Reporting, and System Administration Guide
Step 17: Write Formulas for Templates Optional Step You can use formulas to
configure the people management templates in the following ways: Template
Validation Formula
Template Information Formula
People Management Message Formula for the Assignment Field
People Management Message Formula for the Message Tokens
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Use the Formulas window. See: Writing Formulas for Templates, Oracle HRMS
FastFormula User Guide
Step 18: Configure Templates Optional Step You can use the People Management
Configurator to create templates for your users to use. We recommend that you use
one of the supplied templates as a basis for your configured version. Use the People
Management Configurator. See: Using the People Management Configurator, Oracle
HRMS Configuring, Reporting, and System Administration Guide
Step 19: Set up Notification Messages Optional Step You can setup additional
notification messages to be used with the people management templates. Use
Oracle Workflow See: Notification Messages Issued from Templates Forms, Oracle
HRMS Configuring, Reporting, and System Administration Guide
Oracle HRMS Configuration
Step 20: Define Elements and Distribution Sets Optional Step Select element
classifications or individual elements to define a set. There are three types of set:
Customization set
Run set
Distribution set
Use the Element and Distribution Set window. See: Defining an Element or
Distribution Set, Oracle HRMS Compensation and Benefits Management Guide.

Step 21: Define Configured Version of a Window Optional Step Form Customization
lets you restrict the types of information a user can access in a specific window. You
can define your own window titles for any window configuration option. Remember
that the user guides and the online help use the default window names to identify
windows. You can call the configured window in two ways:
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Oracle Human Resources Management Systems Implementation Guide

Define a customized node in a task flow

Add the customization as an argument to the menu function which calls the
window
Use the Form Customization window. See: Configuring a Window With Customform,
Oracle HRMS Configuring, Reporting, and System Administration Guide
Step 22: Add Configured Window to a Menu or a Task flow Optional Step You must
add your configured windows to a menu or task flow. See: Adding Configured
Windows to a Menu or a Task Flow, Oracle HRMS Configuring, Reporting, and System
Administration Guide.
Step 23: Restrict Access to Query-Only Mode Optional Step You can restrict access
to query-only mode for an individual form. See: Restricting Access to Query-Only
Mode, Oracle HRMS Configuring, Reporting, and System Administration Guide.
Step 24: Change the Default National Address Style Optional Step The different
national address styles are held and configured in the Personal Address Information
descriptive flexfield using the Descriptive Flexfield Segments window. You can
change the national address style for any country. See: Changing Default National
Address Styles, Oracle HRMS Configuring, Reporting, and System Administration
Guide
Step 25: Review and Update Person-Name Formats Optional Step HRMS supplies a
format definition for a person's full name and other name definitions for use in
custom code. You can change the supplied person-name format definitions and
create additional format definitions to suit enterprise requirements. See: PersonName Formats, Oracle HRMS Workforce Sourcing, Deployment, and Talent
Management Guide
Step 26: Use Parameters for HRMS Form Functions to Hide Sensitive Data Optional
Step You can prevent sensitive data from appearing on the Enter a person window
by using parameters for HRMS window functions. See: Using Parameters for HRMS
Form Functions, Oracle HRMS Configuring, Reporting, and System Administration
Guide
Task Flows

A task flow defines the selection of windows you want to use when performing a
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specific task. These can be arranged in sequence or as branched groups of Nodes,

and you can include configured windows as nodes in your task flow. Warning: Do not
use apostrophes (') or percent (%) symbols in task flow names or task flow node
names.
You can create task flows using: Forms, page 3-121
Workflow, page 3-121
Create Task Flows Using Forms
Step 27: Define Task Flow Nodes Optional Step All of the task flow windows
provided with Oracle HRMS have nodes predefined for them. You can define new
task flow nodes to provide different versions of these windows. For example, if you
wanted to use CustomForm on a specific node in a task flow. Use the Define Task
Flow Nodes window. See: Defining Task Flow Nodes, Oracle HRMS Configuring,
Reporting, and System Administration Guide
Step 28: Define Task Flows Optional Step Arrange the nodes of your task flows in
sequential or branched groups Use the Task Flow window. See: Defining Task Flows,
Oracle HRMS Configuring, Reporting, and System Administration Guide