Oracle HRMS Implementation Steps

9/3/2002 by ITtoolbox Popular Q&A Team for ITtoolbox as adapted from Oracle-Apps-L
discussion group

Summary:
Could someone give the steps to creating an organization?

Full Article:
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Adapted from response by Sharad on Tue, 3 Sep 2002

http://Groups.ITtoolbox.com/archives/archives.asp?l=oracle-apps-l&i=135390

Here are the steps for creating an organization:

Finding an Organization
Use the Find Organization window to find the organizations you want to review or amend. If you
want to set up a new organization, rather than querying an existing organization, select the New
button.

Note: When you navigate to the Organization window, the Find Organization window
automatically displays.

To query an organization using the Find Organization window:

1. Do one, a selection, or all of the following:
* Enter a full or partial query on the organization's name. If more than one name matches the
selection criteria, select one of the names.
* Enter a full or partial query on the organization type and/or location. If more than one
organization type or location matches the selection criteria,
select the type and/or location to query.
* Enter a full or partial query on the classification name. If more than one
classification name matches the selection criteria, select the name to query.

For the classification you have selected indicate whether you want to query on:
- Enabled classifications: This only returns those organizations that match your selection criteria
and have your selected classification enabled.
- Disabled classification: This only returns those organizations that match
your selection criteria and have your selected classification disabled.
- Both: This returns organizations that match your selection criteria and have your selected
classification, regardless of whether the classification is enabled or disabled.

2. Choose the:
* Find button to run the query.
The organization or organizations found by the query display in the Organization window. If the
query finds more than one organization, you can use the [Down Arrow] key or choose Next
Record from the Go menu to display the next organization.
* Clear button to remove the existing selection criteria. You can then enter new information on
which to perform a query.

Creating an Organization
Use the Organization window to create:
* Business Groups
* External organizations (for example, tax offices, insurance carriers or recruitment agencies)
* Internal organizations (for example, departments, sections or cost centers)
* GREs (North America only)
* Retirement organizations (for example, benefits carriers, tax authorities and recruiting agencies)

To create an organization you must:

1. Create an Organization
2. Enter Organization Classifications
3. Enter Additional Information

To create an organization:
1. Navigate to the Organization window and select the New button to create a new organization.
2. Enter a name for your organization in the Name field.

Note: All Oracle applications you install share the information entered in the Organization window.
Therefore organization names must be unique within a Business Group, and Business Group
names must be unique across your applications network.

3. Optionally, select an organization type in the Type field. Organization types do not classify your
organization, you use them for reporting purposes only. The type may identify the function an
organization performs, such as Administration or Service, or the level of each organization in your
enterprise, such as Division, Department or Cost Center.
4. Enter a start date in the From field. This should be early enough to include any historical
information you need to enter.

Note: You cannot assign

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