Before we talk about 'People Management Templates' in Oracle HRMS let us find out about 'Forms Configurator' in HRMS which is used to create/modify such templates for easy use of forms in HRMS.You have many Forms customisation facilities in Oracle HRMS. But 'Forms Configurator' is one such tool which holds the best of all features and easy-to-use user-friendly tool in HRMS.
'Forms Configurator' Navigation: Oracle HRMS Manager (Responsibility) -> Security -> Forms Configurator
Using configurator we can customise most forms in the following areas:a) add/remove fields
b) adjust field positions
c) modify field properties
d) customise tabs/windows in a form
e) map fields to oracle database columns
People Management Templates:
To minimise the tedious entries of various fields in the people screens in HRMS, Oracle has come up with a concept of
People Management Templates which allows the entry/editing of the most important entries needed for a new hire/existing person.
These templates help easy data entry/retrieval, with minimal navigations, for a HR Data Entry Operator.
A typical people management template consists of:
(a) tabs (b) windows - Find, Summary, Maintain windows & (c) Items
Oracle HRMS has provided a set of pre-defined people management templates as:
Navigation: Oracle HRMS Manager (Responsibility) -> People -> Maintain Using Templates
(1) Hiring Applicants
(2) Entering Employees
(3) Maintaining Employees
(4) Entering Contingent Workers
(5) Maintaining Contingent Workers
(6) Visa Administration
These pre-defined templates can be customised as per the localisation/organisation requirements. So it is always advised to create a copy of the template and then start customising the copied one, instead of messing with the original core template.
Example on how to build a new people management template:
Step 1: Find & Copy Core template
This step is to find a core template for which we wish to make a copy and do the customisations we plan to.
Navigate to Security -> Forms Configurator using Oracle HRMS Responsibility.
You get the Find Template Window
Find a pre-defined template for e.g say the people hire template. Chose the people hire template with code: PER_HIRE_APPS
Press 'Copy' button to create a copy of this template
Enter the following in the Copy template window:
a) Template Code - PER_HIRE_APPS_CUSTOM
b) Template Name - Customisd Hire Applicants Template
c) Enabled - enable/disable the template
d) Legislation - if you are localising the template enter the legislation else leave it global
Step 2: Build/Customise the copied template
After the above step, you have the new template open for you to customise/edit.
You can navigate to any window/tab/item to edit/set the properties.
While you are editing the items/tabs you would have a preview of the modified template under your edit window. Each component: window/tab/window has its own configurable properties, which can be modified according to your customisations.
This is almost similar to how you build a form from a template.fmb in Forms Developer exercises.
For example, for an item/field: we can set the visible, enabled, required, insert allowed, update allowed, query allowed properties.
Also you can edit the length, width and height of a field.
Step 3: Use the template
This custom template created by Forms Configurator can be used by creating a function with the template code of the custom template passed as template_name parameter.
The function created for the custom template can be used in the HRMS Navigator Menu.
These actions can be performed by a System Administrator.