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Oracle® HR Intelligence Daily Business Intelligence for HRMS Implementation Gui

Oracle® HR Intelligence Daily Business Intelligence for HRMS Implementation Guide Release 12 Part No. B31653-02 December 2006 Oracle HR Intelligence Daily Business Intelligence for HRMS Implementation Guide, Release 12 Part No. B31653-02 Copyright © 2004, 2006, Oracle. All rights reserved. Primary Author: Gowri Arur Contributing Author: Justin Hyde, Julian Challenger, Jeffrey Titmas, Christopher Bridge, Stephen Sherlock The Programs (which include both the software and documentation) contain proprietary information; they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent, and other intellectual and industrial property laws. Reverse engineering, disassembly, or decompilation of the Programs, except to the extent required to obtain interoperability with other independently created software or as specified by law, is prohibited. The information contained in this document is subject to change without notice. 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Other names may be trademarks of their respective owners. iii Contents Send Us Your Comments Preface 1 Daily Business Intelligence for HRMS Setup HRMS Overview....................................................................................................................... 1-1 Administer Daily Business Intelligence for HRMS.................................................................1-3 DBI Responsibilities and Roles............................................................................................ 1-3 DBI for HRMS Data Security................................................................................................1-4 DBI for HRMS Diagnostics Reports..................................................................................... 1-5 Information for Non-DBI for HRMS Customers.................................................................. 1-6 2 Implementing Daily Business Intelligence for HRMS Post Install Steps....................................................................................................................... 2-1 DBI for HRMS - Implementation Flowchart............................................................................ 2-1 Implement People Management Dashboards.......................................................................... 2-5 Implement Workforce Budget Management Dashboard....................................................... 2-12 Implement Open Enrollment Management Dashboard........................................................ 2-16 Implement Employee Absence Management Dashboard......................................................2-18 3 Deploy DBI for HRMS Deploy Daily Business Intelligence for HRMS....................................................................... 3-2 Deploy Daily Business Intelligence for HRMS.....................................................................3-2 Programs to Populate DBI Base Summary Tables................................................................3-2 Checking System Profiles ....................................................................................................3-9 Managing Multi-Threading............................................................................................... 3-13 iv Defining Separation Categories......................................................................................... 3-14 Categorizing Separation Reasons.......................................................................................3-15 Loading Separation Reasons.............................................................................................. 3-17 Setting Up the Job Hierarchy............................................................................................. 3-17 Structuring the Job Hierarchy............................................................................................ 3-20 Checking the Job Hierarchy Setup .................................................................................... 3-20 Checking the Job Hierarchy Structure Setup..................................................................... 3-21 Checking the Job Hierarchy database setup.......................................................................3-21 Setting Up Job Roles...........................................................................................................3-21 Setting Up the Length of Work Bands............................................................................... 3-23 Setting Up the Period of Placement Bands.........................................................................3-24 Setting Up Performance Bands.......................................................................................... 3-24 Creating a Formula for Performance Review Ratings........................................................3-26 Creating a Formula for Performance Appraisal Ratings....................................................3-27 Updating the Performance Banding Bucket.......................................................................3-28 Setting Up Area Geography Dimension............................................................................ 3-29 Categorizing Workers........................................................................................................ 3-30 Enabling the Payroll Events Model....................................................................................3-32 Ensuring Triggers are Activated for all Business Groups ................................................. 3-34 Running the Diagnostics Setup Reports.............................................................................3-35 Populating the Time Dimension........................................................................................ 3-36 Populating the DBI for HRMS Base Summary Tables .......................................................3-37 HRMS Glossary Index v Send Us Your Comments Oracle HR Intelligence Daily Business Intelligence for HRMS Implementation Guide, Release 12 Part No. B31653-02 Oracle welcomes customers' comments and suggestions on the quality and usefulness of this document. Your feedback is important, and helps us to best meet your needs as a user of our products. For example: • Are the implementation steps correct and complete? • Did you understand the context of the procedures? • Did you find any errors in the information? • Does the structure of the information help you with your tasks? • Do you need different information or graphics? If so, where, and in what format? • Are the examples correct? Do you need more examples? If you find any errors or have any other suggestions for improvement, then please tell us your name, the name of the company who has licensed our products, the title and part number of the documentation and the chapter, section, and page number (if available). Note: Before sending us your comments, you might like to check that you have the latest version of the document and if any concerns are already addressed. To do this, access the new Applications Release Online Documentation CD available on Oracle MetaLink and www.oracle.com. It contains the most current Documentation Library plus all documents revised or released recently. Send your comments to us using the electronic mail address: appsdoc_us@oracle.com Please give your name, address, electronic mail address, and telephone number (optional). If you need assistance with Oracle software, then please contact your support representative or Oracle Support Services. If you require training or instruction in using Oracle software, then please contact your Oracle local office and inquire about our Oracle University offerings. A list of Oracle offices is available on our Web site at www.oracle.com. vii Preface Intended Audience Welcome to Release 12 of the Oracle HR Intelligence Daily Business Intelligence for HRMS Implementation Guide. This guide assumes you have a working knowledge of the following: • The principles and customary practices of your business area. • Oracle HRMS. If you have never used Oracle HRMS, Oracle suggests you attend one or more of the Oracle HRMS training classes available through Oracle University • Oracle Self-Service Web Applications. • The Oracle Applications graphical user interface. To learn more about the Oracle Applications graphical user interface, read the Oracle Applications User's Guide. See Related Information Sources on page viii for more Oracle Applications product information. TTY Access to Oracle Support Services Oracle provides dedicated Text Telephone (TTY) access to Oracle Support Services within the United States of America 24 hours a day, seven days a week. For TTY support, call 800.446.2398. Documentation Accessibility Our goal is to make Oracle products, services, and supporting documentation viii accessible, with good usability, to the disabled community. To that end, our documentation includes features that make information available to users of assistive technology. This documentation is available in HTML format, and contains markup to facilitate access by the disabled community. Accessibility standards will continue to evolve over time, and Oracle is actively engaged with other market-leading technology vendors to address technical obstacles so that our documentation can be accessible to all of our customers. For more information, visit the Oracle Accessibility Program Web site at http://www.oracle.com/accessibility/ . Accessibility of Code Examples in Documentation Screen readers may not always correctly read the code examples in this document. The conventions for writing code require that closing braces should appear on an otherwise empty line; however, some screen readers may not always read a line of text that consists solely of a bracket or brace. Accessibility of Links to External Web Sites in Documentation This documentation may contain links to Web sites of other companies or organizations that Oracle does not own or control. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites. Structure 1 Daily Business Intelligence for HRMS Setup 2 Implementing Daily Business Intelligence for HRMS 3 Deploy DBI for HRMS HRMS Glossary Related Information Sources Oracle HRMS shares business and setup information with other Oracle Applications products. Therefore, you may want to refer to other user guides when you set up and use Oracle HRMS. You can read the guides online by choosing Library from the expandable menu on uploads/s1/ hri-guide.pdf