Monday, 30 October 2023

New Feature: 23-D READ-ONLY ACCESS TO REDWOOD WORKFORCE STRUCTURE PAGES

READ-ONLY ACCESS TO REDWOOD WORKFORCE STRUCTURE PAGES Enhance the user experience by now providing an option to view these Redwood workforce structures pages as read-only: Departments Job Families Jobs Locations Positions

Saturday, 5 March 2022

HDL to delete Personal payment Method and Bank Accounts

To delete the bank accounts:  we have to delete the PPM and then Bank accounts.

HDL Script to delete Personal Payment Methods

Select HDL from (

Select

('METADATA|PersonalPaymentMethod|PersonalPaymentMethodId|EffectiveStartDate|EffectiveEndDate|LegislativeDataGroupId|OrganizationPaymentMethodId') HDL, 1 as no

from dual

Union

(

SELECT

('DELETE'||'|'||

'PersonalPaymentMethod'||'|'||

PAY.PERSONAL_PAYMENT_METHOD_ID||'|'||

TO_CHAR(PAY.EFFECTIVE_START_DATE,'YYYY/MM/DD')||'|'||

TO_CHAR(PAY.EFFECTIVE_END_DATE,'YYYY/MM/DD')||'|'||

PAY.LEGISLATIVE_DATA_GROUP_ID||'|'||

PAY.ORG_PAYMENT_METHOD_ID) HDL,

2 as no

from

PER_ALL_PEOPLE_F P,

PER_ALL_ASSIGNMENTS_F A,

PAY_PERSON_PAY_METHODS_F PAY,

PAY_PAY_RELATIONSHIPS_DN P2,

PAY_PAYROLL_ASSIGNMENTS P3

 

where 1=1

AND P.PERSON_ID = A.PERSON_ID

AND A.ASSIGNMENT_STATUS_TYPE IN ('ACTIVE')

AND A.ASSIGNMENT_TYPE IN ('E','C')

AND P2.PAYROLL_RELATIONSHIP_ID = P3.PAYROLL_RELATIONSHIP_ID

AND P3.HR_ASSIGNMENT_ID = A.ASSIGNMENT_ID

AND PAY.PAYROLL_RELATIONSHIP_ID = P2.PAYROLL_RELATIONSHIP_ID

AND SYSDATE BETWEEN A.EFFECTIVE_START_DATE AND A.EFFECTIVE_END_DATE

AND SYSDATE BETWEEN P.EFFECTIVE_START_DATE AND P.EFFECTIVE_END_DATE

AND SYSDATE BETWEEN P2.START_DATE AND P2.END_DATE

AND SYSDATE BETWEEN P3.START_DATE AND P3.END_DATE

AND SYSDATE BETWEEN PAY.EFFECTIVE_START_DATE AND PAY.EFFECTIVE_END_DATE

AND P.PERSON_NUMBER IN('1234')

)

)

order by no

 

HDL to Delete External Bank Accounts 

Select HDL from (

Select

('METADATA|ExternalBankAccount|ExternalBankAccountId') HDL, 1 as no

from dual

Union

(

SELECT

('DELETE'||'|'||

'ExternalBankAccount'||'|'||

BA.BANK_ACCOUNT_ID) HDL,

2 as no

 

from

 

PER_ALL_PEOPLE_F P,

PER_ALL_ASSIGNMENTS_F A,

PAY_PERSON_PAY_METHODS_F PAY,

PAY_PAY_RELATIONSHIPS_DN P2,

PAY_PAYROLL_ASSIGNMENTS P3,

PAY_BANK_ACCOUNTS BA

 

where 1=1

AND P.PERSON_ID = A.PERSON_ID

AND A.ASSIGNMENT_STATUS_TYPE IN ('ACTIVE')

AND A.ASSIGNMENT_TYPE IN ('E','C')

AND P2.PAYROLL_RELATIONSHIP_ID = P3.PAYROLL_RELATIONSHIP_ID

AND P3.HR_ASSIGNMENT_ID = A.ASSIGNMENT_ID

AND PAY.PAYROLL_RELATIONSHIP_ID = P2.PAYROLL_RELATIONSHIP_ID

AND SYSDATE BETWEEN A.EFFECTIVE_START_DATE AND A.EFFECTIVE_END_DATE

AND SYSDATE BETWEEN P.EFFECTIVE_START_DATE AND P.EFFECTIVE_END_DATE

AND SYSDATE BETWEEN P2.START_DATE AND P2.END_DATE

AND SYSDATE BETWEEN P3.START_DATE AND P3.END_DATE

AND SYSDATE BETWEEN PAY.EFFECTIVE_START_DATE AND PAY.EFFECTIVE_END_DATE

AND PAY.BANK_ACCOUNT_ID = BA.BANK_ACCOUNT_ID

AND P.PERSON_NUMBER IN('1234')

)

)

order by no

Saturday, 4 December 2021

Talent: Profile Management

Profile Management

Table of Contents

What is Profile Management?. 1

Terminology. 2

Content Type. 3

Create Content Type. 4

Add Subscribers. 4

Content Items. 4

Create Content Items. 5

Profile Type. 5

Add the Content Type. 6

Add Content Sections. 6

Login as Line Manager to see how it will appear and add content for Employee. 7

Model Profile. 8

Instance Qualifiers. 10

How this will appear in Employee View.. 11

Manage Review Period. 12

Talent Management Notifications. 13

 

 

 

 

 

 

 

 

What is Profile Management?

 

1.        To Track Workers skills, competencies, language skills and accomplishments

2.       To Define the required or desired skills, degrees and other qualification of jobs and positions

a.       Scenario to map the jobs or positions to the desired skilled workers

b.       If we track individual, this is called as Person profile

c.       If we track against jobs or position, this is called as Model Profile.

3.       To manage talent-related activities; such as career planning, identifying training needs and performance management.

 

 

Terminology

 

1.        Content Library

a.       Provides the foundation for profiles, whereas we store both content types and content items.



 

 

 

 

2.       Content Type

a.       An attribute such as skill, competency or qualification that is added to a profile.

b.       For Example: Degree is a content type whereas bachelor’s degree, master’s degree called Content items

c.       Content types have two types; Field Properties, Relationships and Subscribers

3.       Content Item

a.       Each content type will have multiple content items

b.       Individual competency, skills or qualification within a content type to track the profile.

4.      Content Subscriber

a.       Subscribers are external for other modules or external applications such as CRM modules etc.

5.       Educational Establishment

a.       To add education information, such as degree to the profile.

b.       For E.g., some position or jobs will be considered for specific education qualification

6.       Person Profile:

a.       It is a collection of worker skills i.e. Combination of skills, qualifications, education background and so on.

7.       Model Profile

a.       Collection of Work requirements and required skills and qualifications such as Jobs or Position.

8.      Profile Type

a.       It is a template for person or model profile that is built in using content types.

 

9.       Rating Model

·         To rate individual workers by performance and proficiency using rating model.

 

  

Content Type

 

  Create Content Type

 

Navigation: Setup and Maintenance > Manage Profile Content Types > Create

 



 

 

Add Subscribers

 

   


 

 

 

Content Items

 

   Note: Child values of the Content Type

 

Create Content Items

 

Navigation: Setup and Maintenance > Manage Profile Content Items > Search for the Content Type Created for the business need E.g., VT Corporate Citizenship

 

 

  

 


 

  

Profile Type

 

Navigation: Setup and Maintenance > Manage Profile Types > Select “PERSON” and Click Edit

  


 


 

Add the Content Type

 

    Note: Add the content type created E.g., VT Corporate Citizenship

 


 


 

 

Add Content Sections

 



 

 

 

Note: Added to Person Profile.

 

 

 

Login as Line Manager to see how it will appear and add content for Employee

Note: Added to Employee, HR Specialist and Line Manager in Content Section Access

 

Navigation : My Team > Team Talent > Select “Employee” > Skills and Qualification Click on Edit > 

§  Click On Add Content

 






  

 


 


 

Note: Skills and Qualification is added: Content Type and Item created in person profile.

 

Similarly, you can add as Worker and HR Specialist

 

 

 

Model Profile

 

 Note:

 

Navigation: My Client Groups > Profiles > Model Profile

 



 

 

Create Position Model Profile:

 


 


 

Add to the Workforce Structure


 


Add Competencies

 

 

 


 

 

  

Instance Qualifiers

 

Notes:

Navigation: Setup and Maintenance > Manage Instance Qualifiers > Search

 



  

For this instant, Let’s choose Career Potential > Click on Edit > Manager allowed to View

  


 

 

How this will appear in Employee View

 

   Navigation: Login as Line Manager > My Team > Choose the employee > Career Planning > Edit >


 


Line Manager will provide the Ratings such as Talent Score, Risk of Loss and Impact of Loss

 


 


 

  

  Manage Review Period

 

 

  Notes:

·         To define the period

·         Review period must be unique

·         Associate to Performance documents, Goals (Performance and Development Goals)

Create Review Period

 

Navigation: 

My Client Group > Performance > Review Periods > Create Review Period

 



  

 

 

Talent Management Notifications

 

    Notes: Enable or disable the standard notification is required based on the business need

 

Navigation: Setup and Maintenance > Manage Talent Notifications

 



 

 

 

 

 

 

 

 

 

 


Thursday, 2 December 2021

Core HCM: Setup overview

   

 

Prerequisite:

·         Workforce Deployment (Core HR) Offering to be Setup

 Create Implementation Users

 Navigator: Setup and Maintenance à Tasks à Search à Create Implementation Users

Create an Implementation user and assign all the required roles. 

Manage Geographies

 Navigator: Setup and Maintenance à Tasks à Search à Manage Geographies

Manage Countries as per the Client’s Requirements 

Manage Legal Addresses 

Navigator: Setup and Maintenance à Tasks à Search à Manage Legal Addresses

Create Locations and their complete Address details 

Establish Enterprise Structures 

Navigator: Setup and Maintenance à Tasks à Search à Establish Enterprise Structures

Enterprise Serve as a Top Organization Level. 

Manage Enterprise HCM Information 

Navigator: Setup and Maintenance à Tasks à Search à Manage Enterprise HCM Information

 Here we manage the Enterprise, Other Classifications, Workday Information, Enterprise Information, Currency Support Information, User and Role Provisioning Information 

Manage Divisions 

Navigator: Setup and Maintenance à Tasks à Search à Manage Divisions

The division is Not Mandatory but Suggests the Client use Division as it will be useful for Financial concepts. In accounting, there is something called Balancing Segment. So, you can use Division and have it as a Balancing Segment in your Accounting Structure.

Whatever you can achieve through Division can also be achieved through Business Unit, but you cannot use BU as a qualified segment in your Accounting Structure.

Manage Legislative Data Groups 

Navigator: Setup and Maintenance à Tasks à Search à Manage Legislative Data Groups

Legislative Data Group is a Classification that classifies Payroll related data Country Wise. LDG is Mandatory. For each country we must have one LDG, Only then we can hire the employees for the country and would be able to process the payroll

 Manage Legal Entity 

Navigator: Setup and Maintenance à Tasks à Search à Manage Legal Entity

Legal Entity is Mandatory, the Authorized Company (or) Registered Company Which is responsible for Hiring Employees. If the company has multiple offices in different countries then each of the country offices needs to be created as separate legal entities. This is a standalone entity and no hierarchy is supported here. Also, this is not linked to any other entity of the work structure

 Manage Legal Entity HCM Information 

Navigator: Setup and Maintenance à Tasks à Search à Manage Legal Entity HCM Information

Here we manage the Legal Entity HCM information’s 

Manage Business Unit 

Navigator: Setup and Maintenance à Tasks à Search à Manage Business Unit

Business Unit is Mandatory, the Individual Operations of the Company is mapped to the business units. 

Manage Departments 

Navigator: Setup and Maintenance à Tasks à Search à Manage Departments

Department is Mandatory, this is where people are actually working. The Cost Centers of the Company are defined as departments. You can define Costing Structure here and use the same for your payroll costing.

 Manage Reference Data Sets 

Navigator: Setup and Maintenance à Tasks à Search à Manage Reference Data Sets

Reference Data Set is for Security like the Particular Grade should be Applicable to Employee hired in this Legal Entity. Let's say we have n number of jobs, Grade, Locations, Departments and you want to secure, we use RDS. If I am hiring Someone in a Particular Business Unit, then he should be assigned to only a Particular Location (or) Department, here we use RDS.

 Manage Locations

 Navigator: Setup and Maintenance à Tasks à Search à Manage Locations

Here we manage Locations and Location basic details, Location information, Contact Details, Main Address, Shipping Details, etc…

 Manage Grades

 Navigator: Setup and Maintenance à Tasks à Search à Manage Grades

Here we manage grades, grades basic details, grade step details to be assigned to the employees

 Manage Jobs 

Navigator: Setup and Maintenance à Tasks à Search à Manage Jobs

Here we manage jobs, jobs' basic details, and valid grades of the job details.

 Manage Positions 

Navigator: Setup and Maintenance à Tasks à Search à Manage Positions

Here we manage positions, the position's basic details, and valid grades of the position details.