Element Skip Rule

Element Skip Rule - Period Frequency

1. Requirement

Per requirement the Quarterly Bonus Allowance to be paid once in every 3 months on financial year basis (April to March). Please find below the payout frequency of Quarterly Bonus Allowance.

Apr - To be processed

May - Do not process 

Jun - Do not process

Jul - To be processed

Aug - Do not process

Sep - Do not process

Oct - To be processed

Nov - Do not process

Dec - Do not process

Jan - To be processed

Feb - Do not process

Mar - Do not process

2. Proposed Solution

Solution Type: Fast Formula

Formula Type: Element Skip

Date Base Item: PAY_PROC_PERIOD_NUMBER (The current period number for the payroll as of date earned)

3. Application Setup

Navigation: HRMS Manager - Total Compensation - Basic - Write Formulas

Date track the application to earlier enough to handle historical payroll processes

Date track: 01-Jan-2014

Formula Name: Quarterly Bonus SKIP Rule

Formula Type: Element Skip

Formula:

/* Formula Body*/

Default for PAY_PROC_PERIOD_NUMBER is 0

If 

PAY_PROC_PERIOD_NUMBER = 1 or

PAY_PROC_PERIOD_NUMBER = 4 or

PAY_PROC_PERIOD_NUMBER = 7 or

PAY_PROC_PERIOD_NUMBER = 10

then

SKIP_FLAG = 'N'

else

SKIP_FLAG = 'Y'

Return SKIP_FLAG

/*End of Formula*/

4. Create an Element

Navigation: HRMS Manager - Total Compensation - Basic - Element Description

Date track the application to earlier enough to handle historical payroll processes

Element Name: Quarterly Bonus

Primary Classification: Earnings

Processing Type: Recurring

Skip Rule: Quarterly Bonus SKIP Rule

Input Value: Pay Value

5. Create Element Link

Navigation: HRMS Manager - Total Compensation - Basic - Link

Date track the application to earlier enough to handle historical payroll processes

Element Name: Quarterly Bonus

(Create a element link appropriately for the eligibility)

6. Create Element Entries and Entry Values

Navigation: HRMS Manager - People - Enter and Maintain - 'Query the employee' - Assignment - Entries

Select the Quarterly Bonus element from the list of values and enter the values for the same

7. Test Case - Run Quick Pay

Run quick pay for the following months,

Jan-2014 (To be processed)

Feb-2014 (To be skipped)

Employee Photo in SSHR

Employee Photo in Oracle Employee Self Service

1. Requirement

Per requirement the HR user should have access to upload employee’s photograph while creating new employee records/changing the existing photograph of an employee by using Core HR forms. After uploading the photograph of an employee, the same must be available to view by the employee by using his/her Employee Self Service login and the same is needed to be shown in the employee directory.
 

Note: Employee Directory is the option available in Self Service HR where anyone in the organization can search and view the basic information about any employee in the Organization.

 2. Proposed Solution (Seeded Functionality)

Navigation: HRMS Manager - Person - Enter and Maintain - Photo

HR user would create employee records on joining in Person -> Enter and Maintain window in Core HR. Any HR user or the HR User who is dedicated to enter employee information including photograph should have access to upload the same using Core HR form. It must be then available to view for respective employee by using his/her Employee Self Service Login in addition to other information like, Job, Organization, E-Mail, Phone, etc.

‘Photo’ Button in Person -> Enter and Maintain window has an option to upload employee’s photograph which is saved somewhere in the system by using browse navigation option. This is a seeded functionality provided by Oracle to store employee’s photograph. The same would be then available for employees to view it in their respective Employee Self Service Login. Also the photograph of an employee is available to view by all employees across the Organization by using Employee Directory form available in Employee Self Service login.

 3. Prerequisites

• Employee and user creation for the employee
• The image/photograph size is to be less than 4 MP (Refer Note 1915631.1)
• The image/photograph to be in one among the following format (Refer Note 1915631.1)
• BMP (Bitmap)
• GIF
• JPEG

4. Upload Employee Photo in Oracle Core HR

Navigation: HRMS Manager - Person - Enter and Maintain - Query the existing employee/create a new employee - Click on 'Picture' button

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      
Once the employee record is saved and it has got created a record in per_all_people_f, then click on ‘Picture’ button on the bottom of the window. It will then redirect to a web page where we will have option to browse and save the image/photo of the respective employee.

The uploaded photo would have saved in PER_IMAGES table. Please find below the uploaded image view from back-end.

                                                                                                                                                                   
                                                                                                                                                     
                                                                                                                                                 
5. Run 'Refresh Employee Directory' Program

Once the image(s) are successfully uploaded successfully then, it is necessary to run the below mentioned concurrent program in HRMS Responsibility (Refer Note 452165.1). This step is required to populate/refresh the photograph that got loaded into the Employee Directory.

Navigation: HRMS Manager - Process and Reports - Submit Process and Reports - Single Request

Name: Refresh Employee Directory

Refresh Mode: Complete or Incremental

Source System: PER

Process Multiple Assignments: Yes

Refresh Image: Yes

                                                                                                                                                                
                                                                                                                                                                
                                                                                                                                                               
                                                                                                                                                               
                                                                                                                                                               

 
6. View the Photo in Employee Self Service Responsibility

Navigation: Employee Self Service - Employee Directory - Search the Employee

                                                                                                                                                                
                                                                        
                                                                 
7. Setup - Quick View

Metalink Notes

How To Load New Photographs to the Employee Directory (Doc ID 452165.1)
What File Formats Does the View Image Functionality Support? (Doc ID 1915631.1)

Setup Type: Using seeded functionality provided by Oracle

Tables: PER_ALL_PEOPLE_F, PER_IMAGES (PER_IMAGES is not a date tracked table)

Form Personalization

User Specific HR Lookups Read Only Setup Through Oracle D2k Form Personalization

Requirement

The following two HR Lookups to be set read only for all the users except one specific user which will be changed based on the decision by business. Only system administrator should have the rights to give the access to the user to have these lookups updated. 

HR Lookups

EMP_ASSIGN_REASON 
CWK_ASSIGN_REASON 

Proposed Solution

Enable read only setup through form personalization for the above mentioned HR lookups. Create a profile option using which the system administrator can give access to specific user for updating these HR Lookups. 

Setup Prerequisite

Oracle D2k Form Personalization Profile Option 

Name: Utilities:Diagnostics
Level: User
Value: Yes (Revert to 'No' in order to restrict users accessing diagnostic options from help tab)

Name: Hide Diagnostics menu entry
Level: User
Value: No (Set 'Yes' to hide diagnostics option from help menu)

Navigation: System Administrator - Define Profile Options

SQL Values Validation Query

SQL="SELECT FU.USER_NAME, FU.USER_NAME

into :VISIBLE_OPTION_VALUE, :PROFILE_OPTION_VALUE

FROM FND_USER FU"

COLUMN="USER_NAME(*)" 

Oracle Profile Window Documentation

2) Setup Profile Option

Navigation: System Administrator - Profile - System

Name: HR Restricted Lookup Access

Level: Site

Value: <Select the user name from the LOV to whom the HR Lookup update/creation access to be given>

 3) Enable HR Lookup read only through form personalization

Navigation: HRMS Manager - Other Definitions - Application Utilities Lookup - Help - Diagnostics - Custom Code - Personalize

Header: Lookup Type Block

                                              













Line: Lookup Values Block

Condition:

:FND_LOOKUP_TYPES.LOOKUP_TYPE IN ('EMP_ASSIGN_REASON','CWK_ASSIGN_REASON')
AND FND_GLOBAL.USER_NAME <> (SELECT POV.PROFILE_OPTION_VALUE FROM FND_PROFILE_OPTION_VALUES POV, 
FND_PROFILE_OPTIONS PO
WHERE 1 = 1
AND PO.PROFILE_OPTION_ID = POV.PROFILE_OPTION_ID
AND PO.PROFILE_OPTION_NAME = 'HR_RESTRICTED_LOOKUP_ACCESS')

                                                                                 
                                                         
Form Personalization Tables

FND_FORM_CUSTOM_ACTIONS
FND_FORM_CUSTOM_RULES
FND_FORM_CUSTOM_SCOPES
FND_FORM_CUSTOM_PROP_VALUES
FND_FORM_CUSTOM_PROP_LIST


4) Setup Test Case

• Login as ILOGIC user and make update in the above mentioned HR Lookups.

• Login as other user and access the above mentioned HR Lookup to ensure it is read only.

4.1) Login as ILOGIC user

Navigation: HRMS Manager - Others Definitions - Application Utilities Lookup

Query the lookup type "EMP_ASSIGN_REASON" and try updating any field. Application allows you to do creation/update/delete action.
















4.2) Login as other user

Navigation: HRMS Manager - Others Definitions - Application Utilities Lookup

Query the lookup type "EMP_ASSIGN_REASON" and try updating any field. Application restricts you to do creation/update/delete action as per the requirement.