br100_irecruitment

AIM

BR.100 HCM APPLICATION SETUP (FUNCTIONAL SETUP)

Oracle iRecruitment

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BR.100 HCM Application Setup

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BR.100 HCM Application Setup

Contents

Document Control..........................................................................................ii

Setup iRecruitment Defaults (Business Group)............................................1

Applicant Statuses.........................................................................................2

Application Lookups......................................................................................3

Creating Candidates Grants..........................................................................8

Creating Offer Letter Templates...................................................................9

Offer Letter Template Associations.............................................................12

Importing/Exporting Personalizations.........................................................13

AME Setup / Define Attributes.....................................................................14

AME Setup / Define Conditions....................................................................16

AME Setup / Define Approver Groups.........................................................18

AME Setup / Define Rules - iRecruitment Vacancy Approval.....................20

AME Setup / Define Rules - iRecruitment Offer Approval...........................29

Open and Closed Issues for this Deliverable..............................................30

Open Issues............................................................................................30Closed Issues.........................................................................................30


Doc Ref:

Setup iRecruitment Defaults (Business Group)

Global Super HRMS Manager > Work Structures > Organizations > Description

Process: Business Group Setup

Business Area: iRecruitment

Date: Oct-08

Control Number: 1

Priority(H, M, L): H

Process Owner: HRMS

Description: Enter the iRecruitment details on the business group level

<Organization Classification region > Business Group > Others > iRecruitment>

Vacancy Code Allocation Method

Automatic

Default Number Of Openings

1.00

Organization Default Method

Creator

Location Defaulting Method

Position

Default Budget Measurement Type

Head Count

Withdraw Assignment Status

Terminate Application

Candidate Person Type

Candidate

Exclude From Vacancy Creation

No

Default Resume Style Style 1

Enable Applicant Tracking

Yes


Doc Ref:

Applicant Statuses

Global Super HRMS Manager > Work Structures > Statuses

Process: Applicant Statuses


Date: Oct-08

Control Number: 1


Process Owner: HRMS

Description: Setup internal and external applicant statuses

<Statuses>

User Status External Status Human Resources Payroll TypeActive Default

Active Assignment Active Assignment Active Assignment Process Primary * *Terminate Assignment

Terminate Assignment Terminate Assignment Process Primary * *

Active Contingent Assignment



Do not process Primary * *

End End EndDo not process Primary * *

Suspend Assignment

Suspend Assignment Suspend Assignment


Suspend Contingent Assignment




Accepted Accepted Accepted Primary * *

Active Application Active Application Active Application Primary * *

First Interview Processing First Interview Primary * *

Second Interview Processing Second Interview Primary * *

Offer Offer Offer Primary * *Terminate Application Declined Terminate Application Primary * *


Doc Ref:

Application Lookups

Global Super HRMS Manager > Other Definitions > Application Utilities Lookups

Process: Application Lookups


Date: Oct-08

Control Number: 1


Process Owner: HRMS

Description: Populate application lookups

<Lookups>Type IRC_COMPETENCE_TYPE

Meaning Irc Competence Type

Application Human Resources

Description Competence types available to iRecruitment candidate

Access Level User

Code Meaning Description Tag From To Enabled

CORE Core Yes

LEADERSHIP Leadership Yes

ROLE Role Yes

TECHNICAL Technical Yes

<Lookups>Type IRC_DOCUMENT_TYPE

Meaning Irc Document Type


Description Types of document that a candidate can upload

Access Level Extensible


AUTO_RESUME System Generated Resume

Yes

COVERLETTER Cover Letter Yes

OTHER Other Document Type Yes

RESUME Resume Yes

<Lookups>Type IRC_OFFER_DECLINE_REASON

Meaning Decline Reason for Offer


Description Decline Reason for the Offer

Access Level User


Doc Ref:


NOT_ENOUGH_SAL Not Enough Salary Not Enough Salary Yes

NOT_WILLING_RELOCATE Not Willing to Relocate Not Willing to Relocate

Yes

<Lookups>Type IRC_PROFESSIONAL_AREA

Meaning iRec Professional Area


Description Professional area for a vacancy

Access Level User


BUS_DEV_ASSET_MGMT

Business Development Assets Management

Yes

BUS_DEV_BANKINGBusiness Development Banking

Yes

BUS_DEV_INS_REINS

Business Development Insurance and Reinsurance

Yes

CORP_COM_AND MRKT

Corporate Communication and Marketing

Yes

CUST_SERVICE Customer Service Yes

FIN_AND_ACCTFinance and Accounting

Yes

HR Human Resources Yes

ITInformation Technology

Yes

LEGAL Legal Yes

MARKETING Marketing Yes

PROC Procurement Yes

QM Quality Management Yes

SALES Sales Yes

SEC_AND_ADMINSecretarial and Administrative

Yes

STRATEGY Strategy Yes

SUPPORT_SERV Support Services Yes

<Lookups>Type IRC_VARIABLE_COMP_ELEMENT

Meaning iRecruitment Variable Compensation Elements


Description Variable Compensation Elements for Vacancies in iRecruitment


Doc Ref:

Access Level User


13_MONTH_GRAT 13 Months Gratuity Yes

25_ANNUAL_LEAVE25 Working Days Annual Leave

Yes

30_ANNUAL_LEAVE30 Working Days Annual Leave

Yes

ANNUAL_TICKETS Annual Tickets Yes

CLUB_MEMBERSHIP Club Membership Yes

EDU_ALLOW Education Allowance Yes

END_OF_YEAR_BONUS End of Year Bonus

Yes

FURN_ALLOW Furnishing Allowance Yes

HOUSING Housing Yes

MED_LIFE_INSMedical and Life Insurance

Yes

REALLOC_ASSISTANCERe-Allocation Assistance

Yes

TRANS Transportation Yes

<Lookups>Type REC_TYPE

Meaning REC TYPE


Description Type (of recruitment activity)

Access Level User


AG Agency Yes

CAREER_FAIRS Career Fairs Yes

EMP_REFERRAL Employee Referral Yes

INTERNAL_POSTING Internal Posting

Yes

IRC_TP_SITE Third Party Site Yes

NEWSPAPER_ADS Newspaper Ads Yes

OTHERS Others Yes

QFCA_WEB_PAGE QFCA Web Page Yes

SCHOOL_ADS School Ads Yes

<Lookups>Type QFCA_SIZE_OF_CONTAINER

Meaning QFCA_SIZE_OF_CONTAINER


Description


Doc Ref:

Access Level User


20 20 Yes

40 40 Yes

<Lookups>Type QFCA_Accrual_Plan_Days

Meaning QFCA_Accrual_Plan_Days


Description

Access Level User


25

25 working days annual leave entitlement

Yes

30

30 working days annual leave entitlement

Yes

<Lookups>Type QFCA_TICKET_CLASS

Meaning QFCA_TICKET_CLASS


Description

Access Level User


BUSINESS Business Yes

ECONOMY Economy Yes

FIRST First Yes

<Lookups>Type QFCA_OFFER_DISPLAY_GRADE

Meaning QFCA_OFFER_DISPLAY_GRADE


Description

Access Level User


Support_Staff_1 Support Staff 1 Yes



Doc Ref:





Professional_7 Professional 7 Yes




Executive_11 Executive 11 Yes

Executive_12 Executive 12 Yes


Doc Ref:

Creating Candidates Grants

Functional Administrator > Security > Create GrantsProcess:

Creating GrantsBusiness Area:

iRecruitmentDate:

Oct-08Control Number:

1Priority(H, M, L):

HProcess Owner:

HRMS

Description: Creating employee candidates and external candidates grants

<Employee Candidates Grants>Name QFCA Employee Candidates PSet

Description

Effective From <whenever created>

Effective To

Grantee Type All Users

Grantee Everone

Operating Unit

Responsibility iRecruitment Employee Candidate

Set Name IRC Employee Candidate Permission Set

Set Code IRC_EMP_CANDIDATE_PSET

Set Description Permission Set for Employee Candidates functions

<External Candidates Grants>Name QFCA External Candidates PSet

Description

Effective From <whenever created>

Effective To

Grantee Type All Users

Grantee Everone

Operating Unit

Responsibility iRecruitment External Candidate

Set Name IRC External Candidate Permission Set

Set Code IRC_EXT_CANDIDATE_PSET

Set Description Permission Set for External Candidates functions


Doc Ref:

Creating Offer Letter Templates

XML Publisher Administrator > TemplatesProcess:

Creating Offer Letter Templates


Date: Oct-08

Control Number: 1


Process Owner: HRMS

Description: Creating offer letter templates

<Offer Letter>General

Name QFCA iRec Offer Agreement – Sponsored Expat

Code QFCA_IREC_OFFER_AGR_SPONSORED_EXPAT

Application iRecruitment

Data Definition iRecruitment Offer Letter Data

Type RTF

Default File Offer Agr Sponsored Expat

Start Date <date of creation>

End Date

Default File Language English

Default File Territory Qatar

Subtemplate No

Description QFCA iRecruitment Offer & Agreement Letter – Sponsored Expatriates

Template Files

File Name Offer Agr Sponsored Expat

Language English

Territory Qatar


Name QFCA iRec Offer Agreement – Qatari National

Code QFCA_IREC_OFFER_AGR_QATARI_NATIONAL



Type RTF

Default File Offer Agr Qatari National


End Date



Subtemplate No

Description QFCA iRecruitment Offer & Agreement Letter – Qatari National

Template Files

File Name Offer Agr Qatari National


Doc Ref:

Language English

Territory Qatar


Name QFCA iRec Offer Agreement – Qatari Grad Trainee

Code QFCA_IREC_OFFER_AGR_QATARI_GRAD_TRAIN



Type RTF

Default File Offer Agr Qatari Graduate Trainee


End Date



Subtemplate No

Description QFCA iRecruitment Offer & Agreement Letter – Qatari Graduate Trainee

Template Files

File Name Offer Agr Qatari Graduate Trainee

Language English

Territory Qatar


Name QFCA iRec Offer Agreement – Non Sponsored Local

Code QFCA_IREC_OFFER_AGR_NONSPON_LOCAL



Type RTF

Default File Offer Agr NonSponsored Local


End Date



Subtemplate No

Description QFCA iRecruitment Offer & Agreement Letter – Non Sponsored Local

Template Files

File Name Offer Agr NonSponsored Local

Language English

Territory Qatar



Doc Ref:

Name QFCA iRec Agreement – Temporary Contract Local

Code QFCA_IREC_AGR_TEMP_CONT_LOCAL



Type RTF

Default File Agr Temp Contract Local Hire


End Date



Subtemplate No

Description QFCA iRecruitment Agreement Letter – Temporary Contract Local

Template Files

File Name Agr Temp Contract Local Hire

Language English

Territory Qatar


Doc Ref:

Offer Letter Template Associations

iRecruitment Recruiter > Offer Letter Template Associations

Process:Offer Letter Template Associations


Date: Oct-08

Control Number: 1


Process Owner: HRMS

Description: Associating offer letter template to QFCA business group

Note: Initially and in light of QFCA requirements, offer letter templates will be associated to the business group. Such associations could be modified in the future according to QFCA requirements.

After defining the offer letter templates using the XML Publisher Administrator responsibility, the templates are associated to QFCA business group as follows:

1. Navigate to iRecruitment Recruiter > Offer Letter Template Associations2. Choose the Business Group in the Association Scope field, and choose QFCA’s business

group in the Association Value field3. Click on the Add Another Row button4. Enter the template’s name and the current date as Start Date5. Repeat the above step for the remaining templates6. Under the Default column, mark the template that you want to be the default one7. Click on Submit

The following offer templates are to be associated: QFCA iRec Offer Agreement – Sponsored Expat (default) QFCA iRec Offer Agreement – Qatari National QFCA iRec Offer Agreement – Qatari Grad Trainee QFCA iRec Offer Agreement – Non Sponsored Local QFCA iRec Agreement – Temporary Contract Local


Doc Ref:

Importing/Exporting Personalizations

Functional Administrator > PersonalizationProcess:

PersonalizationsBusiness Area:

iRecruitmentDate:

Oct-08Control Number:

1Priority(H, M, L):

HProcess Owner:

HRMS

Description: Importing/exporting personalizations from the Test to the Production environments.

Note: Before starting the import/export process, make sure the profile option FND: Personalization Document Root Path is set to the correct path created on the Production.

<Exporting Personalization from Test Environment>1. Login to Functional Administrator > Personalization > Import/Export 2. In Personalization Repository page, query all the personalizations done by using the

search tool. Enter iRecruitment in the Application field, and enter the date range of the personalization in the Last Update To and From fields, then click Go

3. Select all the personalization files4. Click on the Export to File System Button to export the files and save them under the

specified directory.

<Importing Personalization to Production Enviornment>1. Login to Functional Administrator > Personalization > Import/Export 2. In Exported Personalization page, the page will display the directory’s content of

personalization files.3. Select all the personalization files4. Click on the Imoprt From File System button5. Upon successful importation, the message “Import Is Successful” will appear


Doc Ref:

AME Setup / Define Attributes

Approvals Management Business Analyst>Transaction Type = iRecruitment Vacancy Approval > Attributes

Process: AME – Define Attributes


Date: Oct-08

Control Number: 1


Process Owner: HRMS

Description: Define attributes

<Attribute>Name QFCA POS BDGT CHECK

Item Class Header

Description Returns BUDGETED in case the position headcount was budgeted, and NOT BUDGETED if not.

Data Type String

Approver Type None

Usage Type Dynamic

Value Set

Value

select xxhr_qfca_irec_pkg.get_pos_bud_chk( (select xxhr_qfca_irec_pkg.AME_Get_Vac_Pos(:transactionId) from dual), (select irc_approvals.get_vac_budget_value(:transactionId) from dual), sysdate, :transactionId) from dual

Category Others

Action Types None

<Attribute>Name QFCA REQUESTOR IS DIRECTOR

Item Class Header

Description Returns Y if the requestor has the job "Director", and vice versa

Data Type String

Approver Type None

Usage Type Dynamic

Value Set

Valueselect xxhr_qfca_irec_pkg.AME_Check_Req_If_Director(:transactionId,(select creator_person_id from hr_api_transactions where transaction_id = :transactionId)) from dual

Category Others

Action Types None

<Attribute>Name QFCA_STOPPER

Item Class Header

Description Used in conditions to STOP a rule from being executed

Data Type Number

Approver Type None

Usage Type Static


Doc Ref:

Value Set

Value 1

Category Others

Action Types None


Doc Ref:

AME Setup / Define Conditions

Approvals Management Business Analyst>Transaction Type = iRecruitment Vacancy Approval > Conditions

Process: AME – Define Conditions


Date: Oct-08

Control Number: 1


Process Owner: HRMS

Description: Define conditions

<Condition>QFCA POS BDGT CHECK in (BUDGETED)

Condition Type Ordinary

Item Class Header

Attribute Name QFCA POS BDGT CHECK

Data Type String

<Condition>QFCA POS BDGT CHECK in (NOT BUDGETED)


Item Class Header

Attribute Name QFCA POS BDGT CHECK

Data Type String

<Condition>QFCA REQUESTOR IS DIRECTOR in (N)


Item Class Header

Attribute Name QFCA REQUESTOR IS DIRECTOR

Data Type String

<Condition>QFCA REQUESTOR IS DIRECTOR in (Y)


Item Class Header

Attribute Name QFCA REQUESTOR IS DIRECTOR

Data Type String

<Condition>QFCA_STOPPER is equal to 2


Item Class Header

Attribute Name QFCA_STOPPER

Data Type Number


Doc Ref:


Doc Ref:

AME Setup / Define Approver Groups

Approvals Management Business Analyst>Transaction Type = iRecruitment Vacancy Approval > Approver Groups

Process: AME – Define Approver Groups


Date: Oct-08

Control Number: 1


Process Owner: HRMS

Description: Define approver groups

<Approver Groups>Name QFCA_REQ_ORG_DIRECTOR

Description Returns the person_id of the director of the requestor

Usage Type Dynamic

Order Number 1

Voting Method Order Number

Dynamic Queryselect 'person_id:' || (select to_char(xxhr_qfca_irec_pkg.get_emp_director_id((select creator_person_id from hr_api_transactions where transaction_id = :transactionId))) from dual) from dual

<Approver Groups>Name QFCA_HR_DIRECTOR

Description HR Director

Usage Type Dynamic

Order Number 2


Dynamic Query

select 'person_id:'||wf.orig_system_id

from wf_roles wf, per_all_assignments_f paf

where paf.person_id= (select a.person_idfrom per_all_assignments_f a, hr_all_positions_f bwhere a.position_id = b.position_idand upper(b.name) = upper('Director.Human Resources.Nil')and trunc(sysdate) between a.effective_start_date and nvl(a.effective_end_date,trunc(sysdate)))

and paf.person_id = wf.orig_system_id

and paf.primary_flag = 'Y'

and paf.assignment_type in ('E','C')

and paf.assignment_status_type_id not in

(select assignment_status_type_idfrom per_assignment_status_typeswhere per_system_status = 'TERM_ASSIGN')

and trunc(sysdate) between paf.effective_start_date and nvl(paf.effective_end_date,trunc(sysdate)) and wf.status = 'ACTIVE' and (wf.expiration_date is null or sysdate < wf.expiration_date) and wf.orig_system = 'PER'


Doc Ref:

<Approver Groups>Name QFCA_CEO

Description CEO

Usage Type Dynamic

Order Number 3


Dynamic Query

select 'person_id:'||wf.orig_system_id

from wf_roles wf, per_all_assignments_f paf

where paf.person_id= (select a.person_idfrom per_all_assignments_f a, hr_all_positions_f bwhere a.position_id = b.position_idand upper(b.name) = upper('CEO & Director General.QFCA.Nil')and trunc(sysdate) between a.effective_start_date and nvl(a.effective_end_date,trunc(sysdate)))

and paf.person_id = wf.orig_system_id

and paf.primary_flag = 'Y'

and paf.assignment_type in ('E','C')

and paf.assignment_status_type_id not in

(select assignment_status_type_idfrom per_assignment_status_typeswhere per_system_status = 'TERM_ASSIGN')

and trunc(sysdate) between paf.effective_start_date and nvl(paf.effective_end_date,trunc(sysdate)) and wf.status = 'ACTIVE' and (wf.expiration_date is null or sysdate < wf.expiration_date) and wf.orig_system = 'PER'


Doc Ref:

AME Setup / Define Rules - iRecruitment Vacancy Approval

Approvals Management Business Analyst>Transaction Type = iRecruitment Vacancy Approval > Rules

Process: AME – Define Rules


Date: Oct-08

Control Number: 1


Process Owner: HRMS

Description: Define rules

Note: Attributes, action types, and/or approver groups of other transaction types may be

required in order to setup the following rules. The condition “QFCA_STOPPER is equal to 2” is to be added to all seeded rules in order

to stop them and only invoke the QFCA specific ones.

<Rules>Name QFCA_CREATE_VAC_NONDIR_BDGT

Rule Type List Creation

Item Class Header

Start Date 22-Oct-08

End Date 31-Dec-4712

<Conditions>Condition Condition Type Item Class

VACANCY_RULE_TYPE in (SEEDED) Ordinary Header

VACANCY_INSERT_OR_UPDATE in (INSERT) Ordinary Header

QFCA POS BDGT CHECK in (BUDGETED) Ordinary Header

QFCA REQUESTOR IS DIRECTOR in (N) Ordinary Header

<Actions>Action Type Action

supervisory level Require approvals up to the first superior.

approval-group chain of authority Require approval from QFCA_HR_DIRECTOR

approval-group chain of authority Require approval from QFCA_REQ_ORG_DIRECTOR

<Rules>Name QFCA_CREATE_VAC_DIR_BDGT


Item Class Header





Doc Ref:



QFCA REQUESTOR IS DIRECTOR in (Y) Ordinary Header




<Rules>Name QFCA_CREATE_VAC_NONDIR_NONBDGT


Item Class Header







QFCA POS BDGT CHECK in (NOT BUDGETED) Ordinary Header




approval-group chain of authority Require approval from QFCA_CEO


<Rules>Name QFCA_CREATE_VAC_DIR_NONBDGT


Item Class Header









Doc Ref:




<Rules>Name QFCA_UPD_VAC_NDIR_BDGT_HC


Item Class Header





VACANCY_INSERT_OR_UPDATE in (UPDATE) Ordinary Header



VACANCY_BUDGET_MEASUREMENT_VALUE_CHANGED is True Ordinary Header





<Rules>Name QFCA_UPD_VAC_DIR_BDGT_HC


Item Class Header









<Actions>


Doc Ref:

Action Type Action


<Rules>Name QFCA_UPD_VAC_NDIR_NBDGT_HC


Item Class Header














<Rules>Name QFCA_UPD_VAC_DIR_NBDGT_HC


Item Class Header












Doc Ref:


<Rules>Name QFCA_UPD_VAC_NDIR_BDGT_POS


Item Class Header








VACANCY_POSITION_CHANGED is True Ordinary Header





<Rules>Name QFCA_UPD_VAC_DIR_BDGT_POS


Item Class Header












Doc Ref:

<Rules>Name QFCA_UPD_VAC_NDIR_NBDGT_POS


Item Class Header














<Rules>Name QFCA_UPD_VAC_DIR_NBDGT_POS


Item Class Header













Doc Ref:

<Rules>Name QFCA_UPD_VAC_NDIR_BDGT_GRD


Item Class Header






VACANCY_GRADE_CHANGED is True Ordinary Header







<Rules>Name QFCA_UPD_VAC_DIR_BDGT_GRD


Item Class Header











<Rules>Name QFCA_UPD_VAC_NDIR_NBDGT_GRD


Doc Ref:


Item Class Header














<Rules>Name QFCA_UPD_VAC_DIR_NBDGT_GRD


Item Class Header













Doc Ref:

AME Setup / Define Rules - iRecruitment Offer Approval

Approvals Management Business Analyst>Transaction Type = iRecruitment Offer Approval > Rules

Process: AME – Define Rules


Date: Oct-08

Control Number: 1


Process Owner: HRMS

Description: Define rules

Note: Attributes, action types, and/or approver groups of other transaction types may be

required in order to setup the following rules. The condition “QFCA_STOPPER is equal to 2” is to be added to all seeded rules in order

to stop them and only invoke the QFCA specific ones.

<Rules>Name QFCA Offer Approver List


Item Class Header




OFFERS APPROVAL ACTION in (CREATE, EXTEND, UPDATE) Ordinary Header




Doc Ref:

Open and Closed Issues for this Deliverable

Open Issues

ID Issue Resolution Responsibility Target Date Impact Date

Closed Issues

ID Issue Resolution Responsibility Target Date Impact Date


Doc Ref:

br100_irecruitment

Documents

work structures

action type

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qfcahrdirector

offer letter

true qfca

qfcaceo require

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