ERP(HRMS) Functional Document

Step 1: Basic Setup HRMS (Control Tables)

Create SETID
Navigation:
Main Menu ->PeopleTools ->Utilities ->Administration ->TablesetID's

Create Business Unit
Navigation:
Main Menu ->Setup HRMS ->Foundation Tables ->Organisation ->Business Unit

Setup Location:
Navigation:
Main Menu ->Setup HRMS ->Foundation Tables ->Organisation ->Location

Add a company
Navigation:
Main Menu ->Setup HRMS ->Foundation Tables ->Organisation ->Company

Create an Establishment ID
Navigation:
Main Menu ->Setup HRMS ->Foundation Tables ->Organisation ->Establishment

Create Departments
Navigation:
Main Menu ->Setup HRMS ->Foundation Tables ->Organisation ->Departments

Setting the Business Unit options default
Navigation:
Main Menu ->Setup HRMS ->Foundation Tables ->Organisation ->Business Unit options default (Enter the company and Country details)

Create a pay Group Table:
Navigation:
Main Menu ->Setup HRMS ->Product Related ->Pay Roll ->Pay Group Table

Create a Job Code
Navigation:
Main Menu ->Setup HRMS ->Foundation Tables ->Job Attributes ->Job Code Table.

Setting Org Defaults permission lists
Navigation:
Main Menu ->Setup HRMS ->Foundation Tables ->Organisation ->Org Defaults by permission Lists (Enter the Organisation related
data here)

Tree Manager:
Navigation:
Main Menu ->Tree Manager->Tree Utilites ->Tree Manager
->Create a new tree with the name DEPT_SECURITY
->Select the structure ID as DEPARTMENT
->Select the category as HR
->Click on ADD LEVEL and add the following below levels
1.Corporate
2.Business
3.Region
4.Company
5.Department
6.Division
7.Group
8.Unit
->Select the root node
->save it.
Note: In Business Options Default enter the details.

Security:
Navigation:
Main Menu ->Security ->Core Row Level Security ->Security by Permission Lists
->Select HCDPALL.Add ur business uint it and select the 011 as Security acess type.

Security by Dept Tree:
Navigation:
Setup HRMS ->Security ->Core Row level Security ->Security by Dept Tree
->Select HCDPALL.Add your SETID and Department ID in it.


Running the Process:
Navigation:
Setup HRMS ->Security ->Core Row Level Security->Refresh SJT Class ALL / Refresh Trans SJT Tables / Refresh SJT OPR class

Run all the above process
Buzz the Application
Navigation:
Setup HRMS ->Install -> Installation Table->Change the SETID and Campany Name.->Restart the services.

Adding a Person:
Navigation:
Main Menu ->Workforce Administration -> Personal Information ->Add a Person.

Adding the Benfits to the existing Employee:
Base Benfits:
Adding a Health Plan to an Existing Employee:

Provider / Vendor Tables:
Main Menu ->Setup HRMS ->Product Related ->Base Benfits ->Plans and Providers ->Provider/ Vendor Tables ->Vendor ID

Benfit Plan Type:
Main Menu ->Setup HRMS ->Product Related ->Base Benfits ->Plans and Providers ->Provider/ Vendor Tables ->Benfit Plan Type

Health Plan Table:
Main Menu ->Setup HRMS ->Product Related ->Plan Attributes ->Health Plan Table

Health Coverage Codes
Main Menu ->Setup HRMS ->Product Related ->Plan Attributes ->Health Coverage Codes
Rates and Rules:
Main Menu ->Setup HRMS ->Product Related ->Base Benfits ->Rates and Rules ->Benfit Rates.

Deduction Code:
Main Menu ->Setup HRMS ->Product Related ->Payroll Interface ->Deductions ->Deduction Tables.

Cloning the Benfit Program Utility:
Main Menu ->Setup HRMS ->Product Related ->Base Benfits ->Program Structure ->Benfit Program clone Utility.
->Select required Basic benfits and clone it.

Benfit Program Table:
Main Menu ->Setup HRMS ->Product Related ->Base Benfits ->Program Structure ->Benfit Program Table.

Adding the Benfit to the Employee:
Main Menu ->Workforce Administration ->Job Data ->Select the EMPLID ->Click on the Benfit program participation link ->Add the benfit program.

Check it in Benfits

Main Menu ->Benfits ->Enroll in Benfits ->Assign to Benefit Program ->Select the EMPLID and check for Benfits.