SharePoint Location: Oracle R12 > Build/Execution > BR.

100 Define Applications Setup > All Documents > Complete

Configuration Elements Tracker
Seq. Module Setup Task Assigned to Notes / Comments
1 SysAdmin Define GL, AP, AR, FA, CM, Treasury, Projects, Grants, INV, OM, PO, HR, PAY, iRecruitment, Learning Management, Self Service SysAdmin Use seeded
Responsibilities
2 SysAdmin Define Users (Synch Leads & CTA Business) SysAdmin Baruna to send the list of employees;
Venkat to set up the users
3 SysAdmin Assign Responsibilities to users (Synch Leads & CTA Business) SysAdmin
4 HR Define Business Group HR Func. Lead HR Organization Structure
5 GL Define Legal Entity HR Func. Lead / GL HR Organization Structure
Func. Lead
6 HR System Administration HR Func. Lead Enable Currencies
7 HR System Administration HR Func. Lead Define 'View All' HRMS User
8 HR System Administration HR Func. Lead Define Lookup Types
9 HR System Administration HR Func. Lead Define Lookup Type Values
10 HR Define Operating Units HR Func. Lead HR Organization Structure
11 HR Define Locations HR Func. Lead HR Organization Structure
12 HR Position Control - Enable Position Control on Organizations HR Func. Lead HR Organization Structure
13 HR Position Control - Key Flexfields HR Func. Lead Define Position Flexfield Value Sets
14 HR Position Control - Key Flexfields HR Func. Lead Define Position Flexfield Segments
15 HR Position Control - Key Flexfields HR Func. Lead Define Position Flexfield Segment Values
16 HR Position Control - Key Flexfields HR Func. Lead Define Position Flexfield Cross Validation Rules
17 HR Position Control - Key Flexfields HR Func. Lead Define Position Flexfield Aliases
18 HR Position Control - Key Flexfields HR Func. Lead Freeze and Compile Flexfield Structure
19 HR Position Control - Key Flexfields HR Func. Lead Run Create Key Flexfield Database Items Process
20 HR Jobs - Key Flexfields HR Func. Lead Define Job Flexfield Value Sets
21 HR Jobs - Key Flexfields HR Func. Lead Define Job Flexfield Segments
22 HR Jobs - Key Flexfields HR Func. Lead Define Job Flexfield Segment Values
23 HR Jobs - Key Flexfields HR Func. Lead Define Job Flexfield Cross Validation Rules
24 HR Jobs - Key Flexfields HR Func. Lead Define Job Flexfield Aliases
25 HR Jobs - Key Flexfields HR Func. Lead Freeze and Compile Flexfield Structure
26 HR Jobs - Key Flexfields HR Func. Lead Run Create Key Flexfield Database Items Process
27 HR Positions HR Func. Lead
28 HR Jobs HR Func. Lead HR Organization Structure
29 HR Employees HR Func. Lead Relating to Purchasing Position Hierarchy
30 HR Define Employee Lookups HR Func. Lead
31 HR Enter Employees HR Func. Lead
32 HR Key Flexfields HR Func. Lead
33 HR Descriptive Flexfields HR Func. Lead
34 HR Person Type HR Func. Lead
35 HR Assignment Status HR Func. Lead
36 HR Lookup Values HR Func. Lead
37 PO Define Position Hierarchy PO Func. Lead Relating to Purchasing Position Hierarchy
38 GL Define Flexfield Value Sets GL Func. Lead
39 GL Define Chart of Accounts GL Func. Lead
40 GL Define Key Flexfield Segment structure GL Func. Lead
41 GL Define Ledgers GL Func. Lead
42 GL Define Accounting Segment Values GL Func. Lead
43 GL Define DFF GL Func. Lead
44 GL Define Calendar Types GL Func. Lead
45 GL Define Accounting Calendar GL Func. Lead
46 GL Complete Accounting setups required GL Func. Lead
47 GL Define Security Rules GL Func. Lead
48 GL Define Accounting Cross Validation Rules GL Func. Lead
49 GL Define Journal Entry Sources GL Func. Lead
50 GL Define Journal Entry Categories GL Func. Lead
51 GL Define Journal Reversal Criteria GL Func. Lead
52 GL Define Automatic Posting Criteria GL Func. Lead
53 GL GL - Define Automatic Posting Options GL Func. Lead
54 GL Define FSG Reports GL Func. Lead
55 SysAdmin Setup profile options (GL Ledger name/MO Operating unit) SysAdmin
56 GL Open Period(s) GL Func. Lead
57 SysAdmin / Set up Roles SysAdmin
AME
58 SysAdmin / Set up Responsibilities SysAdmin
AME
59 FA Key Flexfields FA Func. Lead
60 FA Define System Controls FA Func. Lead
61 FA Define Asset Book FA Func. Lead
62 FA Define Asset Categories FA Func. Lead
63 FA Define Fiscal year FA Func. Lead
64 FA Define Calendar FA Func. Lead
65 FA Define Prorate convention FA Func. Lead
66 FA Define Depreciation methods FA Func. Lead
67 FA Define locations FA Func. Lead
68 FA Open period FA Func. Lead
69 INV Inventory Calendar INV Func. Lead
70 INV Inventory Profile Options INV Func. Lead
71 INV Define Key Flex field Value Sets INV Func. Lead
72 INV Define Flexfield Segments INV Func. Lead
73 INV Define Flexfield Segment Values INV Func. Lead
74 INV Descriptive Flex field Value Sets INV Func. Lead
75 INV Descriptive Flex field Segments INV Func. Lead
76 INV Descriptive Flex field Segment Values INV Func. Lead
77 INV Inventory Organizations Locations INV Func. Lead
78 INV Define Average Cost Rate Type INV Func. Lead
79 INV Define Picking Rules INV Func. Lead
80 INV Define Inventory Organizations INV Func. Lead
81 INV Define Organization Parameters INV Func. Lead
82 PO Receiving Options (also listed in PO but it is required for INV to continue) PO Func. Lead
83 INV Define Material Definition INV Func. Lead
84 INV Define Subinventories INV Func. Lead
85 INV Define Inventory Stock Locators INV Func. Lead
86 INV Define Item Subinventory Relationship INV Func. Lead
87 INV Define Item Cost INV Func. Lead
88 INV Define Item Attribute Controls INV Func. Lead
89 INV Define Item Templates INV Func. Lead
90 INV Define Item Categories INV Func. Lead
91 INV Define Items INV Func. Lead
92 INV Define Shipping Methods INV Func. Lead
93 INV Define Shipping Network INV Func. Lead
94 INV Define Manufacturer Part Numbers INV Func. Lead
95 INV Define Item Relationships INV Func. Lead
96 INV Define UOM Conversion INV Func. Lead
97 INV Inventory Commodity Codes INV Func. Lead
98 INV Inventory Types INV Func. Lead
99 INV Inventory Item Status Codes INV Func. Lead
100 INV Define Freight Carriers INV Func. Lead
101 INV Define Shortage Parameters INV Func. Lead
102 INV Define Transaction Reasons INV Func. Lead
103 INV Define Account Aliases INV Func. Lead
104 INV Define Transaction Types INV Func. Lead
105 OM Define Parameters OM Func. Lead
106 OM Define Value Sets OM Func. Lead
107 OM Define Flexfield Segments OM Func. Lead
108 OM Define Flexfield Segment Values OM Func. Lead
109 OM Define Transportation Calendars OM Func. Lead
110 OM Descriptive Flex field Segments OM Func. Lead
111 OM Descriptive Flex field Segment Values OM Func. Lead
112 OM Descriptive Flex field Value Sets OM Func. Lead
113 OM Define Profile Options OM Func. Lead
114 OM Define Quick Codes OM Func. Lead
115 OM Define Order Import Sources OM Func. Lead
116 OM Define Processing Constraints OM Func. Lead
117 OM Define Price Lists OM Func. Lead
118 OM Define Qualifiers OM Func. Lead
119 OM Define Modifiers OM Func. Lead
120 OM Define Defaulting Rules OM Func. Lead
121 OM Define Transaction Types(8) OM Func. Lead
122 OM Define Order Document Sequence OM Func. Lead
123 OM Order Assign Document Sequence OM Func. Lead
124 OM Define Credit Checking OM Func. Lead
125 OM Define Holds OM Func. Lead
126 OM Define Attachment Document Categories OM Func. Lead
127 OM Define Attachment OM Func. Lead
128 OM Define Freight Carriers OM Func. Lead
129 OM Define Freight Cost Types OM Func. Lead
130 OM Define Shipping Documents OM Func. Lead
131 OM Define Release Sequence Rules OM Func. Lead
132 OM Define Release Rules OM Func. Lead
133 OM Define Pick Slip Grouping Rules OM Func. Lead
134 OM Define Shipping Parameters OM Func. Lead
135 OM Shipping Execution Grants OM Func. Lead
136 OM Define Shipping Exceptions OM Func. Lead
137 AR Define Invoice Transaction Flexfield AR Func. Lead
138 AR Define Line Transaction Flexfield AR Func. Lead
139 AR Define Descriptive Flexfield (Customer Address Information) AR Func. Lead
140 AR Define Key Flexfields (System Items and Territory Flexfield). AR Func. Lead
141 AR Define Sales Tax Location Flexfield AR Func. Lead
142 AR Define AutoCash Rule Sets AR Func. Lead
143 AR Define Receivables QuickCodes AR Func. Lead
144 AR Define Invoice Line Ordering Rules AR Func. Lead
145 AR Define Grouping Rules AR Func. Lead
146 AR Define Application Rule Sets AR Func. Lead
147 AR Define System Options AR Func. Lead
148 AR Define Payment Terms AR Func. Lead
149 AR Define AutoAccounting AR Func. Lead
150 AR Define Transaction Types AR Func. Lead
151 AR Define Transaction Sources AR Func. Lead
152 AR Define Collectors AR Func. Lead
153 AR Define User Approval Adjustment Limits AR Func. Lead
154 AR Define Distribution Sets AR Func. Lead
155 AR Define Receivables Activities AR Func. Lead
156 AR Define Receipt Programs AR Func. Lead
157 AR Define Receipt Classes AR Func. Lead
158 AR Define Receipt Methods AR Func. Lead
159 AR Define Receipt Sources AR Func. Lead
160 AR Define Salespersons AR Func. Lead
161 AR Define System Profile Options AR Func. Lead
162 AR Define Customer Profile Classes (Required) AR Func. Lead
163 AR Define Customers AR Func. Lead
164 AR Define Customer Relationships AR Func. Lead
165 AR Define Lockboxes AR Func. Lead
166 AR Define Transmission Formats AR Func. Lead
167 AR Define Standard Memo Lines AR Func. Lead
168 AR Open or Close Accounting Periods AR Func. Lead
169 AR Setup Document Sequences AR Func. Lead
170 AR Define Approval Limits AR Func. Lead
171 AP Define Profile Options AP Func. Lead
172 AP Define Lookups AP Func. Lead
173 AP/PO Define Financial Options AP Func. Lead / PO
Func. Lead
174 AP Define Accounts Payable Options AP Func. Lead
175 AP Define Finance Payable System setup Options AP Func. Lead
176 AP Define Special Calendars AP Func. Lead
177 AP Define Invoice Tolerances AP Func. Lead
178 AP Define Invoice Approvals AP Func. Lead
179 AP Define Reporting Entities AP Func. Lead
180 AP Define Income Tax Regions AP Func. Lead
181 AP Define Control Payables Periods AP Func. Lead
182 AP Define Aging Periods AP Func. Lead
183 AP Define Distribution Sets AP Func. Lead
184 AP Define Expense Report Templates AP Func. Lead
185 AP Define Payment Terms AP Func. Lead
186 AP Define Document Sequencing AP Func. Lead
187 AP Define Descriptive Flexfields AP Func. Lead
188 AP Define Payment Formats AP Func. Lead
189 AP Define Request Sets AP Func. Lead
190 AP Define Tax Names AP Func. Lead
191 AP Define Payment Programs AP Func. Lead
192 AP Define Accounting Calendar AP Func. Lead
193 AP Define Invoice Holds and Release Names AP Func. Lead
194 AP Subledger Accounting setups AP Func. Lead
195 AP Payment Adminstrator setup AP Func. Lead
196 AP Define Suppliers AP Func. Lead
197 AP Define Supplier Sites AP Func. Lead
198 AP Define Supplier Contacts AP Func. Lead
199 PO Define PO Category Flexfield Structure/Segments PO Func. Lead
200 PO Define Value Sets PO Func. Lead
201 PO Define Flexfield Segment Values PO Func. Lead
202 PO Define Security Rules PO Func. Lead
203 PO Assign Security Rules PO Func. Lead
204 PO Define Account Aliases PO Func. Lead
205 PO Define Cross Validation Rules PO Func. Lead
206 PO Open Purchasing Accounting Periods PO Func. Lead
207 PO Define Approval Groups PO Func. Lead
208 PO Assign Approval Groups PO Func. Lead
209 PO Define Purchasing Lookups PO Func. Lead
210 PO Define Inspection Codes PO Func. Lead
211 PO Define Buyers PO Func. Lead
212 PO Define Line Types PO Func. Lead
213 PO Define Purchasing Options PO Func. Lead
214 PO Define Freight Carriers PO Func. Lead
215 PO Define Receiving Options (included as part of INV Setups) PO Func. Lead
216 PO Set up Automatic Sourcing PO Func. Lead
217 PO Define Transaction Reasons PO Func. Lead
218 PO Setup Transaction Managers and Resubmission Intervals PO Func. Lead
219 PO Receiving Transaction Processor PO Func. Lead
220 PO Set up Oracle Workflow PO Func. Lead
221 PO Set up Workflow Options PO Func. Lead
222 PO Submit Workflow Related Processes PO Func. Lead
223 PO Start the Purchasing Database Administrator PO Func. Lead
224 PO Define Standard Attachments PO Func. Lead
225 PO Account Generator PO Func. Lead
226 PO Define Lookups and Classes PO Func. Lead
227 PO Define Standard attachments PO Func. Lead
228 AME Transaction types PO Func. Lead
229 AME Set up Attributes PO Func. Lead
230 AME Set up Conditions PO Func. Lead
231 AME Set up Actions PO Func. Lead
232 AME Set up Action type PO Func. Lead
233 AME Create Approver Groups PO Func. Lead
234 AME Set Up Approval Hierarchy PO Func. Lead
235 AME Create Rules PO Func. Lead
236 Advance Pricing Set Up multiple Qualifiers PO Func. Lead

237 Advance Pricing Set Up multiple Modifiers PO Func. Lead

238 Advance Pricing Compile CONCURRENT PROGRAM PO Func. Lead

239 Advance Pricing Run CONCURRENT PROGRAM PO Func. Lead

240 GMS/PA Define Profile Options (109 - PA & GMS - 13) GMS/PA Func. Lead
241 GMS/PA Define Project System Implementation Options GMS/PA Func. Lead
242 GMS/PA Define PA Periods GMS/PA Func. Lead
243 GMS/PA Define GL Periods GMS/PA Func. Lead
244 GMS/PA Define Grants Implementation Options GMS/PA Func. Lead
245 GMS/PA Define Expenditure Categories GMS/PA Func. Lead
246 GMS/PA Define Revenue Categories GMS/PA Func. Lead
247 GMS/PA Define Units GMS/PA Func. Lead
248 GMS/PA Define Expenditure Types GMS/PA Func. Lead
249 GMS/PA Define Non-Labor Resources GMS/PA Func. Lead
250 GMS/PA Define Transaction Sources GMS/PA Func. Lead
251 GMS/PA Define Allowed Cost Schedules GMS/PA Func. Lead
252 GMS/PA Define Labor Compensation Rules GMS/PA Func. Lead
253 GMS/PA Define Employee Cost Rates GMS/PA Func. Lead
254 GMS/PA Define Cost Multipliers GMS/PA Func. Lead
255 GMS/PA Define Burden Bases GMS/PA Func. Lead
256 GMS/PA Define Burden Cost Codes GMS/PA Func. Lead
257 GMS/PA Define Burden Structures GMS/PA Func. Lead
258 GMS/PA Define Burden Schedules GMS/PA Func. Lead
259 GMS/PA Define Payment Terms GMS/PA Func. Lead
260 GMS/PA Define Billing Award Types GMS/PA Func. Lead
261 GMS/PA Define Credit Types GMS/PA Func. Lead
262 GMS/PA Define Event Types GMS/PA Func. Lead
263 GMS/PA Define Extensions GMS/PA Func. Lead
264 GMS/PA Define Invoice Formats GMS/PA Func. Lead
265 GMS/PA Define Billing Cycles GMS/PA Func. Lead
266 GMS/PA Define Budget Types GMS/PA Func. Lead
267 GMS/PA Define Budget Change Reasons GMS/PA Func. Lead
268 GMS/PA Define Budget Entry Methods GMS/PA Func. Lead
269 GMS/PA Define Resource Lists GMS/PA Func. Lead
270 GMS/PA Define Project Status GMS/PA Func. Lead
271 GMS/PA Define Project Classifications GMS/PA Func. Lead
272 GMS/PA Define Service Types GMS/PA Func. Lead
273 GMS/PA Define Project Role Types GMS/PA Func. Lead
274 GMS/PA Define Project Customer Relationships GMS/PA Func. Lead
275 GMS/PA Define Contact Types GMS/PA Func. Lead
276 GMS/PA Define Project Types GMS/PA Func. Lead
277 GMS/PA Define Project Templates GMS/PA Func. Lead
278 GMS/PA Define Award Purpose Codes GMS/PA Func. Lead
279 GMS/PA Define Award Terms and Conditions GMS/PA Func. Lead
280 GMS/PA Define Award Roles GMS/PA Func. Lead
281 GMS/PA Define Report Templates GMS/PA Func. Lead
282 GMS/PA Define Billing Forms GMS/PA Func. Lead
283 GMS/PA Define Award References GMS/PA Func. Lead
284 GMS/PA Define Award Templates GMS/PA Func. Lead
285 GMS/PA Define Funding Patterns (3600) GMS/PA Func. Lead
286 GMS/PA Define Custom Folder Properties GMS/PA Func. Lead
287 GMS/PA Define Project Status Columns GMS/PA Func. Lead
288 GMS/PA Define Auto Accounting Lookup Sets (19) GMS/PA Func. Lead
289 GMS/PA Define Auto Accounting Rules (41) GMS/PA Func. Lead
290 GMS/PA Define Auto Accounting Assign Rules (9) GMS/PA Func. Lead
291 GMS/PA Define DFF's (Award - 3 & Project - 2) GMS/PA Func. Lead
292 GMS/PA Define DFF related Value Sets GMS/PA Func. Lead
293 CE Define Cash Management System Parameters CE Func. Lead
294 CE Enable Reconciliation for AP, AR, Payroll, Treasury modules CE Func. Lead
295 CE Define Banks and Bank Branches CE Func. Lead
296 CE Define Bank Accounts CE Func. Lead
297 CE Define Payable Options CE Func. Lead
298 CE Define Receivable System Options CE Func. Lead
299 CE Define Bank Control Codes CE Func. Lead
300 CE Define Reconciliation Controls CE Func. Lead
301 Treasury Define Company Profile and assign Banks TR Func. Lead
302 Treasury Define Treasury System Parameters TR Func. Lead
303 Treasury Define Counter Party Profile TR Func. Lead
304 Treasury Define Banks and Bank Branches TR Func. Lead
305 Treasury Define Deals and Exposure types and System rates TR Func. Lead
306 Treasury Define Portfolio codes TR Func. Lead
307 Treasury Define Settlements TR Func. Lead
308 Treasury Generate Journals and Transfer to GL TR Func. Lead
309 Treasury Define Cash Forecast Templates and Generate Cash Forecast TR Func. Lead
310 Self Service All required Setups HR Func. Lead
311 PAYROLL All required Setups HR Func. Lead
312 iRecruitment All required Setups HR Func. Lead
313 Learning All required Setups HR Func. Lead
Management
314 Advanced All required Setups HR Func. Lead
Benefits
315 PAYROLL All required Setups HR Func. Lead
Treasury Create New User and Assign Responsibility
Define User Access Levels - assign company and deal level access - Buy / Sell
Create Counterparties and Their Bank Accounts
Create Company and Your Bank Accounts - Parameters
Create Company Portfolios - Code for CASH, HEDGE
Cash Forecasting - Create Forecast Templates - Run Forecast
Invest Short Term Money - invest or fund (borrow). Product Type - Renegotiate Short Term Money
Buy Discounted Securities (Commercial Paper) - Resell Discounted Securities
Deal Types / Product Types
Journal Entry Actions
Bond Issues
Invest Wholesale Term Money
SharePoint Location: Oracle R12 > Build/Execution > BR.100 Define Applications Setup > All Documents >
Configuration Elements Tracker
Seq # Module Setup Task Description
1 HR Key Flexfields Define Grade Key Flexfield Value Sets
2 HR Key Flexfields Define Grade Key Flexfield Segments
3 HR Key Flexfields Define Grade Flexfield Segment Values
4 HR Key Flexfields Define Grade Flexfield Cross Validation Rules

5 HR Key Flexfields Define Grade Flexfield Aliases

6 HR Key Flexfields Freeze and Compile Flexfield Structure
7 HR Key Flexfields Run Create Key Flexfield Database Items
Process
8 HR Key Flexfields Define People Group Flexfield Value Sets
9 HR Key Flexfields Define People Group Flexfield Segments
10 HR Key Flexfields Define People Group Flexfield Segment
Values
11 HR Key Flexfields Define People Group Flexfield Cross
Validation Rules
12 HR Key Flexfields Define People Group Flexfield Aliases
13 HR Key Flexfields Freeze and Compile Flexfield Structure
14 HR Key Flexfields Run Create Key Flexfield Database Items
Process
15 HR Key Flexfields Define Cost Allocation Flexfield Value Sets
16 HR Key Flexfields Define Cost Allocation Flexfield Segments and
Qualifiers
17 HR Key Flexfields Define Cost Allocation Flexfield Segment
Values
18 HR Key Flexfields Define Cost Allocation Flexfield Cross
Validation Rules
19 HR Key Flexfields Define Cost Allocation Flexfield Aliases
20 HR Key Flexfields Freeze and Compile Flexfield Structure
21 HR Key Flexfields Run Create Key Flexfield Database Items
Process
22 HR Key Flexfields Define Competence Flexfield Value Sets
23 HR Key Flexfields Define Competence Flexfield Segments
24 HR Key Flexfields Define Competence Flexfield Segment Values

25 HR Key Flexfields Define Competence Flexfield Cross Validation

Rules
26 HR Key Flexfields Define Competence Flexfield Aliases
27 HR Key Flexfields Freeze and Compile Flexfield Structure
28 HR Key Flexfields Run Create Key Flexfield Database Items
Process
29 HR Key Flexfields Design Collective Agreement Grades Flexfield
Structure
30 HR Key Flexfields Define Collective Agreement Grades Flexfield
Value Sets
31 HR Key Flexfields Define Collective Agreement Grades Flexfield
Segments
32 HR Key Flexfields Define Collective Agreement Grades Flexfield
Segment Values
33 HR Key Flexfields Define Collective Agreement Grades Flexfield
Cross Validation Rules
34 HR Key Flexfields Define Collective Agreement Grades Flexfield
Aliases
35 HR Key Flexfields Freeze and Compile Flexfield Structure
36 HR Key Flexfields Run Create Key Flexfield Database Items
Process
37 HR Descriptive Flexfields Register a Reference Field
38 HR Descriptive Flexfields Review requirements for DFF
39 HR Descriptive Flexfields Identify DFF utilized - Seeded
40 HR Descriptive Flexfields Identify DFF utilized - Optional
41 HR Descriptive Flexfields Assemble requirements for Seeded DFF
42 HR Descriptive Flexfields Define Flexfield Value Sets
43 HR Descriptive Flexfields Define Descriptive Flexfield Segments
44 HR Descriptive Flexfields Define Flexfield Segment Values
45 HR Descriptive Flexfields Run Create Descriptive Flexfield Database
Items Process
46 HR Extra Information Type Define Extra Information Type - Location
47 HR Extra Information Type Define Extra Information Type - Jobs
48 HR Extra Information Type Define Extra Information Type - Positions
49 HR Extra Information Type Define Extra Information Type - People
50 HR Extra Information Type Define Extra Information Type - Assignments
51 HR Extra Information Type Define Extra Information Type - Organization
52 HR Extra Information Type Define Organization Classification
53 HR Enterprise Workforce Setup the Business Group Organization
Management
54 HR Enterprise Workforce Set User Profile Option Values for
Management Responsibilities
55 HR Enterprise Workforce Setup Locations
Management
56 HR Enterprise Workforce Setup the Key Organization Structures - Legal
Management Entity
57 HR Enterprise Workforce Setup Organization Structures
Management
58 HR Enterprise Workforce Enter Organization Classification Information
Management
59 HR Enterprise Workforce Define Organization Hierarchy
Management
60 HR Enterprise Workforce Define Job Groups
Management
61 HR Enterprise Workforce Define Jobs
Management
62 HR Enterprise Workforce Define Position Hiring Statuses
Management
63 HR Enterprise Workforce Define Positions
Management
64 HR Enterprise Workforce Setup the Synchronize Positions Process -
Management Nightly
65 HR Enterprise Workforce Create Position Hierarchy
Management
66 HR Enterprise Workforce Define Context for Mass Actions
Management
67 HR Enterprise Workforce Setup a Context
Management
68 HR Workflow for Transactions Define Lookup Values for Role Types

69 HR Workflow for Transactions Define HRMS Roles

70 HR Workflow for Transactions Define the Type of Routing

71 HR Workflow for Transactions Define the Transaction Type

72 HR Workflow for Transactions Associate Roles with Users or Positions

73 HR Workflow for Transactions Define the Routing Sequence

74 HR Workflow for Transactions Define Routing and Approval Rules

75 HR Workflow for Transactions Setup Role Templates

76 HR Workflow for Transactions Setup Task Templates

77 HR Workflow for Transactions Associate Roles and Templates

78 HR Evaluation System Define Evaluation Types

79 HR Human Resource Define Budget Lookup Types
Budgets
80 HR Human Resource Define Budget Lookup Values
Budgets
81 HR Human Resource Define Period Types
Budgets
82 HR Human Resource Define Budgetary Calendars
Budgets
83 HR Human Resource Define Budget Sets
Budgets
84 HR Human Resource Migrate an HRMS Budget to new Budget
Budgets Tables
85 HR Human Resource Setup the HR Budget in GL
Budgets
86 HR Human Resource Define Budget Characteristics
Budgets
87 HR Human Resource Define an Organization Hierarchy for Budgets
Budgets
88 HR Human Resource Specify Starting Organization
Budgets
89 HR Human Resource Define HRMS Roles for budget routing
Budgets
90 HR Human Resource Setup Workflow Routing
Budgets
91 HR Person Types Define Person Types
92 HR Collective Agreements Setup Collective Agreements
93 HR Medical Assessments Define Lookup Types
94 HR Medical Assessments Define Values
95 HR Checklists Setup Checklists Template
96 HR New Hire Reporting Define GRE Federal and State Numbers
97 HR New Hire Reporting Define GRE Contact Person
98 HR New Hire Reporting Enter New Hire information for employees
99 HR Payroll Process Define Payment Methods
Management
100 HR Payroll Process Define Consolidation Set
Management
101 HR Payroll Process Define Payrolls
Management
102 HR Payroll Process Setup Payslip information
Management
103 HR Payroll Process Generate Payslips
Management
104 HR Workers Compensation Define Workers Compensation Insurance
Carrier
105 HR Workers Compensation Enter Insurance Carriers for GRE's
106 HR Workers Compensation Check State Rules for Imputed and Supp
Earnings
107 HR Workers Compensation Define Lookup Types
108 HR Workers Compensation Define Lookup Values
109 HR Workers Compensation Define State Codes and Rates
110 HR Workers Compensation Enter Codes for Jobs
111 HR Workers Compensation Define Element Link for WC Element
112 HR Grades Define Grades
113 HR Grades Define Valid Grades for Jobs or Positions
114 HR Grades Define Grade Rates
115 HR Grades Setup Grade / Step Progression
116 HR Grades Setup Grade Ladder
117 HR Grades Define Pay Scales
118 HR Grades Define Scale Rates
119 HR Grades Relate Grades to Progression Points
120 HR Elements for Information Define Input Value Validation
121 HR Elements for Information Define Lookup Types
122 HR Elements for Information Define Lookup Values
123 HR Elements for Information Define Element Validation Formulas
124 HR Elements Define Elements
125 HR Elements Define Input Values
126 HR Elements Define Element Links
127 HR Elements Activate Predefined Elements
128 HR Benefits Setup Base Plan Design with Total Comp
Wizard
129 HR Benefits Add Benefits Tabbed Region to People
Window
130 HR Benefits Define a Monthly Payroll to support Benefits
131 HR Benefits Define Collapsing Life Event Reasons (OAB)
132 HR Benefits Convert Current Enrollments
133 HR Benefits Setup Certifications for Compensation Objects
134 HR Benefits Define Action Item Due Dates
135 HR Benefits Calculate Actual Premium Costs
136 HR Benefits Define Characteristics of Benefit Pools
137 HR Benefits Define Flex Credits
138 HR Benefits Define Reporting Groups
139 HR Benefits Define Reimbursable Goods and Service
Types
140 HR Benefits Define Reimbursement Plans
141 HR Benefits Define Communications
142 HR Benefits Define Benefit Balances
143 HR Benefits Maintain Desktop Activities List
144 HR Benefits Maintain Pop Up Messages
145 HR Benefits Setup Primary Care Provider Access
146 HR Payroll Process Define User Balances
Management
147 HR Payroll Process Write Payroll Formulas
Management
148 HR Payroll Process Define Formula Result Rules
Management
149 HR Earnings / Deductions Define Additional Tax Categories
150 HR Earnings / Deductions Define or Customize User Tables
151 HR Earnings / Deductions Define Table Values
152 HR Earnings / Deductions Initiate Earnings
153 HR Earnings / Deductions Initiate Deductions
154 HR Earnings / Deductions Define Element Links
155 HR Earnings / Deductions Setup Additional Taxability Rules
156 HR Earnings / Deductions Write or Configure Payroll Formulas
157 HR Earnings / Deductions Define User Balances
158 HR Earnings / Deductions Define Formula Result Rules
159 HR Salary Administration Create Salary Elements
160 HR Earnings / Deductions Validate Salary Entries
161 HR Earnings / Deductions Link the Salary Element
162 HR Earnings / Deductions Define Salary Basis
163 HR Earnings / Deductions Create Salary Components
164 HR Earnings / Deductions Define Performance Rating Types
165 HR Earnings / Deductions Add Salary Administration Approve Function
166 HR Earnings / Deductions Setup Rate by Criteria
167 HR Compensation Awards Setup Compensation Workbench Plans
168 HR Compensation Awards Setup Individual Compensation Distribution
Plans
169 HR Absence Management Setup Prorations and Notifications
170 HR Absence Management Define and Absence Element
171 HR Absence Management Link the Absence Element
172 HR Absence Management Define Categories of Absence Types
173 HR Absence Management Define Absence Types
174 HR Absence Management Associate Absence Types with Elements
175 HR Absence Management Make Initial Element Entries
176 HR Absence Management Create Payroll Formula to Calc Absence
Duration
177 HR Accrual Plans Define Accrual Start Rules
178 HR Accrual Plans Define Accrual and Carry Over Formulas
179 HR Accrual Plans Write Ineligibility Formula
180 HR Accrual Plans Define New Accrual Categories
181 HR Accrual Plans Select PTO Balance Type
182 HR Accrual Plans Create Balance Dimensions
183 HR Accrual Plans Define PTO Accrual Plan
184 HR Accrual Plans Setup Length of Service Bands
185 HR Accrual Plans Review Net Calculation Rules
186 HR Element Sets Define Element Sets
187 HR Element Sets Define Batch Control Types
188 HR Benefits w/o Comp Define Benefits Groups
Wizard
189 HR Benefits w/o Comp Define Postal Code Ranges
Wizard
190 HR Benefits w/o Comp Define Service Areas
Wizard
191 HR Benefits w/o Comp Define Regulations
Wizard
192 HR Benefits w/o Comp Create Eligibility Criteria
Wizard
193 HR Benefits w/o Comp Define Derived Compensation Level Factors
Wizard
194 HR Benefits w/o Comp Define Derived Percent of Full Time
Wizard Employment Factors
195 HR Benefits w/o Comp Define Derived Work Hours in Period Factors
Wizard
196 HR Benefits w/o Comp Define Age Factors
Wizard
197 HR Benefits w/o Comp Define Length of Service Factors
Wizard
198 HR Benefits w/o Comp Define Combination Age and Length of
Wizard Service Factors
199 HR Eligibility Profiles Define an Eligibility Profile
200 HR Eligibility Profiles Define Dependent Coverage Eligibility Profiles

201 HR Life Events Define Life Event Processing

202 HR Life Events Define Person Changes
203 HR Life Events Associate Person Changes with Life Events
204 HR Life Events Define Related Person Changes
205 HR Life Events Associate Related Person Changes with Life
Events
206 HR Compensation Objects Define Reimbursable Goods and Service
Types
207 HR Compensation Objects Define a Program or Plan Year Period
208 HR Compensation Objects Define Plan Types
209 HR Compensation Objects Define Options
210 HR Compensation Objects Define Plans
211 HR Compensation Objects Define Reimbursement Plans
212 HR Compensation Objects Define Programs
213 HR Enrollment Requirements Define Program Enrollment Requirements
214 HR Enrollment Requirements Define Enrollment Requirements for a Plan
215 HR Activity Rates and Calculate Variable Activity Rates
Coverage
216 HR Activity Rates and Calculate Coverages
Coverage
217 HR Activity Rates and Define across Plan Type Coverage Limits
Coverage
218 HR Activity Rates and Calculate Imputed Income
Coverage
219 HR Activity Rates and Calculate Actual Premium Costs
Coverage
220 HR Activity Rates and Define Period to Date Limits
Coverage
221 HR Activity Rates and Define Activity Rates for Standard Contribution
Coverage / Distribution
222 HR Flex Credit Calculations Define Characteristics of Benefit Pools
223 HR Flex Credit Calculations Define Flex Credits
224 HR Health and Welfare Add Benefits Tabbed Region to People
Window
225 HR Health and Welfare Define Monthly Payroll
226 HR Health and Welfare Define Reporting Groups
227 HR Health and Welfare Define Communications
228 HR Health and Welfare Define Benefit Balances
229 HR Online Benefit Services Maintain Desktop Activities List
230 HR Online Benefit Services Maintain Pop Up Messages
231 HR Workforce Sourcing and Define Assignment Statuses for Applicants
Deployment
232 HR Workforce Sourcing and Define Assignment Statuses for Employees
Deployment
233 HR Workforce Sourcing and Create Contract Statuses
Deployment
234 HR Workforce Sourcing and Select Assignment Rates Types for CW
Deployment
235 HR Workforce Sourcing and Setup Availability Information
Deployment
236 HR Workforce Sourcing and Setup Global Deployments
Deployment
237 HR Special Personal Define Personal Analysis Flexfield Value Sets
Information
238 HR Special Personal Define Personal Analysis Flexfield Segments
Information
239 HR Special Personal Define Personal Analysis Flexfield Segment
Information Values
240 HR Special Personal Define Personal Analysis Flexfield Cross
Information Validation Rules
241 HR Special Personal Define Personal Analysis Flexfield Aliases
Information
242 HR Special Personal Freeze and Compile Flexfield Structure
Information
243 HR Special Personal Register Special Information Types for BG
Information
244 HR Requirements Matching Define Requirements for Jobs
245 HR Requirements Matching Define Requirements for Positions
246 HR Talent Management Set HR:Global Competence Flex Structure
Profile Option
247 HR Talent Management Create Proficiency Rating Scales
248 HR Talent Management Create Competencies
249 HR Talent Management Upload Third Party Competency Definitions
250 HR Talent Management Create Competency Types
251 HR Talent Management Group Competencies into Types
252 HR Talent Management Define Competency Requirements
253 HR Talent Management Create Worker Competency Profiles
254 HR Qualifications Create Qualification Types
255 HR Qualifications Create Schools and Colleges
256 HR Performance Setup Workforce Performance Mangement
Management
257 HR Performance Setup the Appraisal Process
Management
258 HR Performance Define Career Paths
Management
259 HR Performance Enter Work Choices for Jobs or Positions
Management
260 HR Performance Enter Worker Preferences
Management
261 HR Workforce Intelligence Set budget measurement values
262 HR Workforce Intelligence Setup the Workforce Fast Formula Templates

263 HR Workforce Intelligence Enter a Currency Conversion Rate Type

264 HR Workforce Intelligence Setup and Configure Training Hours
265 HR Workforce Intelligence Amend the Default Training Hours
266 HR Workforce Intelligence Add Additional Training Time Periods
267 HR Workforce Intelligence Provide users with global security profile
268 HR Workforce Intelligence Set Profile Option HR: Security Profile
269 HR Workforce Intelligence Set Profile Option HR: Business Group
270 HR Workforce Intelligence Associate a Business Group with Security
Profile
271 HR Workforce Intelligence Grant Access to Discoverer Business Areas
272 HR Workforce Intelligence Check the Vacancy Status Options
273 HR Workforce Intelligence Populate the Organization Hierarchy
Summary Table
274 HR Workforce Intelligence Populate the Supervisor Hierarchy History
Table
275 HR Workforce Intelligence Collect Organization Hierarchy Structures
276 HR HR Information Systems Use Standard Reports
277 HR HR Information Systems Register Reports as Concurrent Programs
278 HR HR Information Systems Define Report Sets
279 HR HR Information Systems Plan Standard Letter Requirements
280 HR HR Information Systems Write a SQL Script for Templates
281 HR HR Information Systems Register the SQL Plus Script
282 HR HR Information Systems Link the SQL Script to the Letter
283 HR HR Information Systems Writing a Skeleton Letter
284 HR HR Information Systems Requesting Letters
285 HR HR Information Systems Merging the Data Files
286 HR HR Information Systems Plan Standard Letter Requirements
287 HR HR Information Systems Write and Register the Report
288 HR HR Information Systems Link the Report with a Letter
289 HR Mail Merge Letters (Web Create Mail Merge Letters
ADI)
290 HR Mail Merge Letters (Web Extend the Checklist Lookup Values
ADI)
291 HR Mail Merge Letters (Web Write Formulas for Templates
ADI)
292 HR Mail Merge Letters (Web Configure Templates
ADI)
293 HR Mail Merge Letters (Web Setup Notification Messages
ADI)
294 HR Mail Merge Letters (Web Define Elements and Distribution Sets
ADI)
295 HR Mail Merge Letters (Web Define Configured Version of a Window
ADI)
296 HR Mail Merge Letters (Web Add Configured Window to a Menu or Task
ADI) Flow
297 HR Mail Merge Letters (Web Restrict Access to Query Only Mode
ADI)
298 HR Mail Merge Letters (Web Change the Default National Address
ADI)
299 HR Mail Merge Letters (Web Review and Update the Person-Name
ADI) Formats
300 HR Mail Merge Letters (Web Use Parameters for HRMS Form Functions to
ADI) hide data
301 HR Task Flows Define Task Flow Nodes
302 HR Task Flows Define Task Flows
303 HR Task Flows Create a Top Level Process
304 HR Task Flows Create Sub Processes
305 HR Task Flows Create Button Labels
306 HR Task Flows Position Button Display
307 HR Task Flows Identify Windows or Blocks to display
308 HR Task Flows Identify Configured Forms to include in Task
Flow
309 HR Task Flows Verify and Save the Workflow
310 HR Task Flows Generate a Task Flow from Oracle Workflow
311 HR Menus Define Menu Functions
312 HR Menus Define Menus
313 HR Menus Disable the Multiple Windows Feature
314 HR Security Setup the Enable Security Groups option
315 HR Security Run the Enable Multiple Security Groups
316 HR Security Define a Security Profile
317 HR Security Ensure Required Functions or Menus are
setup
318 HR Security Ensure Required Request Group is setup
319 HR Security Define a Responsibility
320 HR Security Set the User Profile Option values for
Responsibility
321 HR Security Associate a Responsibility with Help files
322 HR Security Create Usernames and Passwords
323 HR Security Assign Security Profiles
324 HR Security Run Security List Maintenance process
325 HR Security Create a Reporting User Oracle ID
326 HR Security Register the New Oracle ID
327 HR Security Define a Security Profile
328 HR Security Run Generate Secure User Process
329 HR Web ADI Setup Web ADI
330 HR Auditing Turn on Auditing
331 HR Auditing Estimate File Sizing and Management Needs
332 HR Auditing Define Audit Installations
333 HR Auditing Define Audit Tables and Columns
334 HR Auditing Define Audit Groups
335 HR Auditing Run AuditTrail Update Tables Process
336 HR Auditing Run AuditTrail Update Datetracked Tables
Process
s Setup > All Documents >

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