Basic HRMS Setup's and adding the Benefits to the Employee Setup
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:
Navigation:
Main Menu ->Setup HRMS ->Product Related ->Base Benfits ->Plans and Providers ->Provider/ Vendor Tables ->Vendor ID
Benfit Plan Type:
Navigation:
Main Menu ->Setup HRMS ->Product Related ->Base Benfits ->Plans and Providers ->Provider/ Vendor Tables ->Benfit Plan Type
Health Plan Table:
Navigation:
Main Menu ->Setup HRMS ->Product Related ->Plan Attributes ->Health Plan Table
Health Coverage Codes:
Navigation:
Main Menu ->Setup HRMS ->Product Related ->Plan Attributes ->Health Coverage Codes
Rates and Rules:
Navigation:
Main Menu ->Setup HRMS ->Product Related ->Base Benfits ->Rates and Rules ->Benfit Rates.
Deduction Code:
Navigation:
Main Menu ->Setup HRMS ->Product Related ->Payroll Interface ->Deductions ->Deduction Tables.
Cloning the Benfit Program Utility:
Navigation:
Main Menu ->Setup HRMS ->Product Related ->Base Benfits ->Program Structure ->Benfit Program clone Utility.
->Select required Basic benfits and clone it.
Benfit Program Table:
Navigation:
Main Menu ->Setup HRMS ->Product Related ->Base Benfits ->Program Structure ->Benfit Program Table.
Adding the Benfit to the Employee:
Navigation:
Main Menu ->Workforce Administration ->Job Data ->Select the EMPLID ->Click on the Benfit program participation link ->Add the benfit program.
Check it in Benfits
Navigation:
Main Menu ->Benfits ->Enroll in Benfits ->Assign to Benefit Program ->Select the EMPLID and check for Benfits.
