Friday 27 September 2013

OUM vs. AIM: Oracle Unified Methodology vs. Application Implementation Methodology


This article maps the most commonly used documents in the AIM Methodology to those in the OUM or Oracle Unified Method methodology. In this sense, this will be of some use to those who implement Oracle Applications using the age-old AIM, but have been asked by client to implement using OUM. 

This is by no means a comprehensive or even an authoritative list. For Partners who have access, the complete listing of such documents can be found on Oracle Partner Website.

AIM Document Equivalent OUM Document OUM Phase Introduced Used for Customizations Mandatory/Optional
BP.080 RD-011_FUTURE_PROCESS_MODEL.DOC Inception   Optional
RD.010 RD-012_PRESENT_AND_FUTURE_ORG_STRUCTURES.DOC Inception   Mandatory
BP.060 RD-020_HIGH_LEVEL_BUSINESS_DESCRIPTIONS.DOC Inception   Mandatory
BP.040 RD-030_CURRENT_PROCESS_MODEL.DOC Inception   Optional
RD.020 RD-034_CURRENT_BUSINESS_BASELINE_METRICS.DOC Inception   Optional
  RD-045_MOSCOW_LIST.XLS Inception   Mandatory
  RD-140_REQUIREMENTS_SPECIFICATION.DOC Inception   Mandatory
RD.050 RA-023_USE_CASE_MODEL.DOC Inception Yes Mandatory
BR.100 RA-040_BUSINESS_DATA_STRUCTURES Inception   Mandatory
RD.050 RA-024_USE_CASE_SPECIFICATION.DOC Elaboration Yes Mandatory
BR.070 RA-090_REPORTING_FIT_ANALYSIS.XLS Elaboration Yes Optional
BR.030 AN-010_BUSINESS_REQUIREMENTS_MAPPING_FORM.DOC Elaboration   Mandatory
MD.050 AN-050_ANALYSIS_MODEL.DOC Elaboration Yes Mandatory
MD.050 AN-100_ANALYSIS_SPECIFICATION.DOC Elaboration Yes Mandatory
MD.070 DS-140_DESIGN_SPECIFICATION.DOC Elaboration Yes Mandatory
MD.060 DS-150_LOGICAL_DATABASE_DESIGN.DOC Elaboration Yes Optional
TA.030 TA-070_INITIAL_ARCHITECTURE_AND_APPLICATION_MAPPING.DOC Elaboration   Optional
BR.100 DS-030_APPLICATION_SETUP_DOCUMENT.DOC Elaboration   Mandatory
TE.020 TE-020_UNIT_TEST_SCENARIOS.DOC Elaboration Yes Mandatory
TE.030 TE-035_INTEGRATION_TEST_SCENARIOS.DOC Elaboration Yes Optional
TE.040 TE-025_SYSTEM_TEST_SCENARIOS.DOC Elaboration   Mandatory
CV.040 CV-027_DATA_MAPPING.DOC Construction   Mandatory
CV.060 CV-040_CONVERSION_COMPONENT_DESIGNS.DOC Construction   Mandatory
DO.070 DO-070_USER_GUIDE V1.0.DOC Construction   Mandatory
MD.100 IM-040_PHYSICAL_DATABASE_DESIGN.DOC Construction Yes Optional

Sunday 21 July 2013

R12.1 RUP6 New and Changed features

(For the previous release RUP5, see my blog here)

Patch 16000686 (R12.HR_PF.B.delta.6) was released on 31-May-2013. For complete details around the new and changed features in this release, please see the My Oracle Support Note 1549442.1 - Oracle Human Resources Management Systems Readme, HRMS Release Update Pack 6 for Release 12.1. Issues with RUP6 are documented in Doc ID 1538636.1.
A quick round up of the significant changes is captured below:

1. Compensation Workbench: 
        a. Email Comp Statements: Rather than print hard copies of compensation letters and manually distribute them, Comp Admins can now securely email the statements.This includes a feature to send statements to a "test" email ID to confirm before sending out to the larger employee population. The emailing feature is also enabled for TCS.
        b. Better performance for Comp Detail Report: A new program called Refresh Compensation Summary needs to be run prior to running the Compensation Detail Report.

2. Core Payroll:
        a. Payslip Modeler: This enables employees to perform a payroll what-if analysis (in effect, allowing them to run a QuickPay after selecting various elements from a list). To enable this,
                i. Set the profile options HR: Enable Payroll Simulation and HR: Enable Multiple Assignments for Payroll Simulation to Y
                ii. Attach Payslip Modeling menu to any custom self-service responsibility. The seeded Employee Self Service as well as Payroll Professional responsibility already have this menu attached.

3. iRecruitment: 
        A number of minor improvements have been including ability to view interviews scheduled where manager or recruiters are only recruiting team members and ability to create tests or assessments in multiple languages.

4. Learning Management: 
        a. Course Pictures: A new region has been added to the create and update course pages, which allows the pictures to be seen on Learner Home, Learning Path, Learning Catalog and Course Catalog pages.
        b. Automatically subscribe Learners to Learning Certifications: New learners can be automatically subscribed to learning certificates based on 'number of days' (doesn't apply for those based on dates). The subscription is controlled by defining a learning group and running a new concurrent program - Process Automatic Certification Subscription.
There are other new features in this module as part of this release. Please refer to above MOS note for details.

5. Performance Management: 
        a. New Questionnaire Administration: A "Questionnaire Administration-New" function available via HR Professional responsibility allows to easily define various questions. Good bye messy HTMLs!
        b. Configurable Print Options: On the Manager Main Appraiser page and Employee My Appraisals page, new choices are available (Print or Print All column - to be enabled via Personalization). Selecting the Print option allow Employees or Manager to print specific parts of their "In Progress" or "Completed" Appraisals (which could be PMP Appraisals or Standard Appraisals).
There are other new features in this module as part of this release. Please refer to above MOS note for details.

6. Self-Service:
        a. Two new functions: Quick Change Hours process allows to change the work schedule and assignment category, without needing to go via Change Pay page. Quick Termination Process removes the 'Change Manager' page and automatically assigns the Managers subordinates to the Supervisor of the Manager. The new profile option 'HR: No Supervisor Error or Warning' determines what to do if no one-over-one manager is defined in the system.
        b. Control display of Effective Date, Review and Confirmation Pages: Setting parameters &pQkFn and &pBpRv to Y turns off the Effective Date and Review pages respectively. Setting either of the above to Y will bypass the confirmation page. Note that this requires changes to the Workflow, to set the "LAST_PAGE_IN_FLOW" attribute and "HR_APPROVAL_REQ_FLAG" attribute for a new node.

7. Time and Labor:
        a. Enhanced Timecard Status Dashboard: Allows to search for status of timecards considering supervisor hierarchy, among other things.

The following modules do not have any new or changed features in this release:

  • Oracle Approvals Management
  • Configuration Workbench
  • Core HR
  • Labor Distribution

The following modules have new or changed features, but are not covered in this post; more information on these modules should be read from the Oracle note referred above:

  • Oracle Advanced Benefits
  • Oracle Succession Planning

(For the next release RUP7, see my blog here)

Friday 12 July 2013

How to enable attachments on Qualifications Form

In my previous post (which you can find here), I covered what it takes to store attachments submitted via self-service transactions. In that post, we covered that attachments submitted via "Education and Qualification" and "Other Professional Qualifications" self-service transactions will be stored on the Qualifications form.

However, unlike other windows, the Qualifications form does not come with attachments enabled out-of-the-box. To be able to enable attachments on Qualifications window, please follow these steps:

1) (Navigate to) Application Developer --> Attachments --> Document Entities
Use this form to define document entities for Qualifications.
Table: PER_QUALIFICATIONS
Entity ID: PER_QUALIFICATIONS
Entity Name: PER_QUALIFICATIONS
Prompt: QUALIFICATIONS
Application: Human Resources

2) (Navigate to) Application Developer --> Attachments --> Attachment Functions
Use this form to define attachment functions.
Type : Form
Name: PERWSQUA
User Name: Qualifications
Session Context Field: Leave Blank
Enabled: Yes

3) Open Button - Categories
Click on the ‘Categories’ button of ‘Attachment Functions’ form and select ‘Miscellaneous’ as the category. Close this sub-form.

4) Open Button - Blocks
Click on the ‘Blocks’ button of ‘Attachment Functions’ form:
Block Name: QUALIFICATIONS
Method: PERWSQUA
Secured By: Organization
All other columns: Leave Blank

5) Open Button - Entities
Click on the ‘Entities’ button of ’Blocks’ form:
Entity: PER_QUALIFICATIONS
Display Method: Main Entity
Include in Indicator: Checked
Indicator in View: Leave Blank
Priviledges: Query, Insert, Update, Delete: Always
Primary Key Fields: Key 1: QUALIFICATIONS.QUALIFICATION_ID

That should do it. 




Wednesday 29 May 2013

How to enable Save Attachments feature in Oracle Self Service

Save Attachments: The note below is largely reproduced from Self-Service user guide.

When managers and workers perform self-service transactions, they can select the Save Attachments check box to save attachments to the self-service transactions and view them in the Oracle HRMS windows.

The Save Attachments check box on the Review page is hidden by default. Enterprises can decide whether to display the check box on the Review page using the Personalization feature. The item is called "Message Check Box: Save Attachments" and I would personalize this by clicking on the "Personalize Page" link at the top right of any review page (for example, say Absence Review page) > then clicking on "Complete View" radio button (rather than "Simple View") and then clicking on expand to see all the items.

Personalization can be done only at the Function level, depending on the functionality that supports personalization at the Function level.

The following table provides a list of Review pages of self-service HR functions where users can save the attachments to view them in Oracle HRMS windows:


Self-Service HR FunctionOracle HRMS Window
Absence ManagementAbsence Details
Education and QualificationQualifications
Other Professional QualificationsQualifications
Special InformationPeople
Extra InformationPeople
HirePeople
Applicant Hire and RehirePeople
Release InformationPeople
TransferPeople
TerminationTerminate
Termination with CompensationTerminate
Personal InformationPeople
Contingent Worker PlacementPeople
Contact Extra InformationPeople
Employee ReviewPeople
Worker Status Change, Change Hours, Change Job, Change Costcenter, Location and Manager, Change Costcenter, Terms and Manager, Change Worker Status and Terms, Change Job and Terms, Change ManagerAssignment
Change PayAssignment
Competency ProfilePeople