People Management Configurator CHARELLE BUCKINS, CITY OF ST. PETERSBURG

Transcription

1 People Management Configurator CHARELLE BUCKINS, CITY OF ST. PETERSBURG

2 What Is People Management Configurator And Why Should I Use It? Formerly called Forms Configurator (Oracle US Federal Human Resources, Part No. E , 3-295) Used to design windows that closely meet the business processes of your enterprise. (Oracle US Federal Human Resources, Part No. E , 3-295) Save time, reduce errors, and make data entry and maintenance easier. (Oracle US Federal Human Resources, Part No. E , 3-295) Templates (predefined and custom)

3 Templates: Predefined v Custom It is recommended that you use a predefined template as a guide for the following reasons: Represents typical business processes and shows a good implementation of window design. When you upgrade a predefined template the system makes the necessary core updates but leaves any changes you have made to the template in place. (Oracle US Federal Human Resources, Part No. E , 3-295)

4 Predefined Templates Hire Applicants Enter Employees Maintain Employees Maintain Visa Enter Contingent Workers Maintain Contingent Workers

5 What Can I Change? Windows (positioning, display order, tabs, fields, buttons) Summary Find Maintenance

6 Summary Window

7 Find Window

8 Maintenance Window

9 A New World Of Opportunity! Choices! Choose which component windows (Summary, Find, Maintenance) of the main window to display, and where they are positioned. Choose which window displays first when a user chooses the main window from the navigator. Select which tabs, fields, and buttons you want displayed on each window. Choose to maintain worker information across business groups. Choose where fields are positioned, on which tabs they appear, and the field tabbing order. Choices! Choose to default values in fields. Use formulas to supply additional details about a field or button to be displayed when a user right clicks on the item. Set up context sensitive fields such as address styles so that the appropriate fields are displayed depending on a value chosen. Enable display of DateTrack History on datetracked fields. Define data restrictions such as Employees only, Applicants only or Contingent Workers only. Choices! Set up checklists for users to record the progress of actions. You can add values to the predefined lookups: CHECKLIST_ITEM and CHECKLIST_STATUS. Create notification messages for users to send workflow notifications to other people. Some messages are predefined. (Oracle US Federal Human Resources, Part No. E , to 3-296)

10 Where And How Do I Begin? Draft Your Template Copy Predefined Template And Taskflow (If Needed) And Define Function Edit Your New Template Which windows you will use: Summary, Find, Maintain What s the display order of each window How wide and how high do you want each window (called a canvas)? What do you want to display on each window? Tabs? Fields? Buttons? How do you want to display the position of each tab, field and button on each window What items should appear on each tab within each window? Copy a predefined template Copy a predefined taskflow (workflow) if you desire to have a certain window display certain buttons Decide on a name for your template that you will see in the navigation menu You will need both your template name and your workflow name in order to create your function Customize the display and size of each window and tab Remove any unnecessary items Add or modify items based on the window you are setting up Which tab will the item be displayed? If it s a button where will it be located on the canvas? Customize the function of the item Will it be a field or a button? Will it be updateable? Etc.

11 Window and Canvas Properties Window and Canvas Height (in inches) Width (in inches) Positioning sets the position of the window using co ordinates. X sets the horizontal position and Y sets the vertical position. Alternatively, you can use the arrow keys to move the window around. Canvas Background Canvases The Maintain, Summary, and Find canvases fill in the background of the window. You cannot amend the properties of these canvases. Tab Canvases The Maintain Tabs, Summary Tabs, and Find Tabs canvases define the area of the window in which you can define tabs. Find Results Canvas The Find Results canvas defines the area of the window in which you can define the Find Results region.

12 Display Buttons and Tabs Tabs are located within the canvas and can be positioned on the top or the bottom Buttons can be located on or off the canvas; at the top or bottom of the window

13 Display Taskflow and Buttons

14 Display Items as Buttons

15 Tab Page Properties Not every property is available. Depending on the item is what you will have available (not grayed out)

16 Copy a Predefined Template US Super HRMS Manager responsibility Security People Management Configurator

17 Copy A Predefined Taskflow US Super HRMS Manager responsibility Security Task Flow Definitions Query GLOBAL HRMS MAINT EMP TASKFLOW Copy to Modify the navigation options for the top node

18 Define Function To Call The New Template System Administrator responsibility Application Function Query User Function Name People Management Maintain Employees Parameter: TEMPLATE_NAME= " CSP_PER_MAINTAIN_EMPS" WORKFLOW_NAME="CSP_HRMS_MAINT_EMP_TASKFLOW"

19 Add The New Function To The Menu System Administrator responsibility Application Menu Query User Menu Name US SHRMS PEOPLE TEMPLATES Add the function Log into US Super HRMS Manager responsibility People Maintain Using Templates Maintain Pensioners

20 Edit Your Template: Windows and Tabs US Super HRMS Manger responsibility Security People Management Configurator Sort display windows Set height, width and position of the windows Set height, width and position of the canvases Modify, add, or remove and label tab pages on windows

21 Edit Your Template: Items US Super HRMS Manger responsibility Security People Management Configurator Modify, add, or remove Items

22 Templates used at Polk County

23 Sources Cited Oracle US Federal Human Resources Configuring, Reporting, and System Administration Guide Release 12.1 Part No. E MAY 2017 Section thru 3-296