Oracle HRMS Setup OLM

Oracle HRMS Setup OLMOracle HRMS Setup OLM BR.100 Application Setup Report Mitac HRMS SYSTEM SETUP REPORT - LEARNING MANAGEMENT 作者: Diane Cheng 鄭玨文件製作日期: Jul 10, 2006 最後更新日期: Jul 10, 2006 版次: 3.1 文件簽核 Approvals: 鍾芳瑾 Andy Pan Page: 1 of 51 Mitac_BR100_Setup_OLM_V2_2.d...

Oracle HRMS Setup OLM BR.100 Application Setup Report Mitac HRMS SYSTEM SETUP REPORT - LEARNING MANAGEMENT 作者: Diane Cheng 鄭玨文件製作日期: Jul 10, 2006 最後更新日期: Jul 10, 2006 版次: 3.1 文件簽核 Approvals: 鍾芳瑾 Andy Pan Page: 1 of 51 Mitac_BR100_Setup_OLM_V2_2.doc 文件控管Document Control 版本變更記錄Change Record Date Author Version Change Reference 10-Jul-2006 Diane Cheng 1.0 無前面版本 26-Jul-2006 Diane Cheng 2.0 11-Sep-2006 Alice Chen 2.1 1. Resource KFF- 需加 [OTHERS] 2. Lookup Code RESOURCE_TYPE – 需加[Others] 3. Lookup Code ACTIVITY_USER_STATUS – 需加[已開課],[額滿],[已取消] 4. Category DFF – 需加 [[訓練類別] 25-Sep-2006 Alice Chen 2.2 1. 課程 DFF : 欄位[課程評估], 加一 Value Set “免” 2. Resourse裡的Trainer可否改成鍵入中文姓名、內外部、高中初 (Value Set) 3. 外訓 DFF : [舊有課程分類] 4. Course DFF 移到 Class DFF 5. Class DFF – 加欄位[評估方式] 05-Oct-2006 Alice Chen 1. profile not find : OTA: Restrict Employee from Customer-Restricted Class 14-Dec-2006 Alice Chen 3.1 1. 多設Offering之Language, 增加” 越南語”, Setup-25 審核者Reviewers Name Position 分送Distribution Copy No. Name Location 1 圖書館專案圖書館 2 專案經理 3 4 持有人注意Note to Holders: Page 2 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc 如果您收到本份電子文件 electronic copy 並且印出,請您書寫您的大名於文件首頁以便於文件控管之目的。如果您擁有本份書面文件hard copy,請您書寫您的大名於文件首頁以便於文件控管之目的。 Page 3 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc 目錄 Contents 文件控管DOCUMENT CONTROL .............................................................................................................................. 2 目錄 CONTENTS ....................................................................................................................................................... 4 APPLICATION SET UP CONTROL SHEET ...................................................................................................................... 5 STEP OLM-1: DEFINE KEY FLEXFIELD .................................................................................................................... 7 STEP OLM-2: DEFINE DESCRIPTIVE FLEXFIELD ......................................................................................................11 STEP OLM-3: DEFINE LOOKUP CODE VALUE ..........................................................................................................18 STEP OLM-4: ENABLE CURRENCY .........................................................................................................................20 STEP OLM-5: CREATE LOCATION ..........................................................................................................................21 STEP OLM-6: CREATE ORGANIZATION ...................................................................................................................22 STEP OLM-7: CREATE SUPPLIERS ..........................................................................................................................24 STEP OLM-8: CREATE CUSTOMERS........................................................................................................................25 STEP OLM-9: CONFIGURE ROLE-BASED ACCESS CONTROL (RBAC) .......................................................................26 STEP OLM-10: DEFINE DELIVERY MODES ..............................................................................................................28 STEP OLM-11: CREATE ENROLLMENT STATUS .......................................................................................................30 STEP OLM-12: CREATE BOOKING PRIORITY ...........................................................................................................32 STEP OLM-13: SETUP ENROLLMENT JUSTIFICATIONS .............................................................................................33 STEP OLM-14: SETUP CONTENT MANAGERMENT ...................................................................................................34 STEP OLM-15: DEFINE CROSS-CHARG MAPPING ....................................................................................................35 STEP OLM-16: MAPPING COMPETENCIES TO LANGUAGES .......................................................................................36 STEP OLM-17: GENERATE LETTERS USING WEB ADI .............................................................................................37 STEP OLM-18: SETUP ENROLLMENT STATUS SECURITY..........................................................................................38 STEP OLM-19: DEFINE PROFILE OPTION ................................................................................................................40 STEP OLM-20: CONFIGURE ENROLLMENT WORKFLOW APPROVAL ..........................................................................44 STEP OLM-21: CONFIGURE COMPETENCY UPDATE AUTOMATION ...........................................................................46 STEP OLM-22: DEFINE OM RELATED PARAMETERS FOR OLM .................................................................................47 STEP OLM-23: INCLUDE TRAINING PLAS IN THE NATIVAGTOR ................................................................................48 STEP OLM-24: ENTER TRAINING PLAN MEASUREMENT TYPES ................................................................................49 STEP OLM-25: OFFERING LANGUAGE ....................................................................................................................50 OPEN AND CLOSED ISSUES .......................................................................................................................................51 Open Issues........................................................................................................................................................51 Closed Issues .....................................................................................................................................................51 Page 4 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Application Set Up Control Sheet Environment Name: TEST Machine: Sun Type (definition, execution, both): Set Up Steps Responsibility Suggestion Required step 1. Define Key Flexfield (traing resource) Optional step 2. Define Descriptive Flexfields Required Step 3. Define Lookup Code Required step 4. Enable Currency Required step 5. Create Location Required Step 6. Create Organization Optional Step 7. Create Suppliers Optional Step 8. Create Customers Required Step 9. Define Role-base Access Control Required Step 10. Define Deliver Mode Required Step 11. Create Enrollment Status Optional Step 12. Define Booking Priority Optional Step 13. Setup Enrollment Justification Optional Step 14. Setup Content Management Optional Step 15. Define Cross-Charge Mappings Optional Step 16. Ampping Competencies to Languages Optional Step 17. Generate Letters using Web ADI Optional Step 18. Setup Enrollment Status Security Required Step 19. Setup Profile Option Page 5 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Set Up Steps Responsibility Suggestion Required Step 20. Configure Enrollment Workflow Approval Required Step 21. Configure Competence Update Automation Optional Step 22. Define OM related parameters for OLM Optional Step 23. Include Training Plan in the Natigator Optional Step 24. Enter Training Plan Measure Types Page 6 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Step OLM-1: Define Key Flexfield Process: Business Area: Control Number: Oracle HR System Administrator OLM-1 Description: Path: 設定 OLM 系統所需使用之 key flexfield Site Level Key Flexfield 設定步驟 : , 設定其結構(structure), 有幾個節段(Segment) Path: Application \ Flexfield \ Key \ Segments , 設定要用到之 value set , Freeze 並 compile Key Flexfield 結構 , 設定各節段之值 Path: Application \ Flexfield \ Key \ Values 注意事項: Key flexfield 其 segment No 需自 1 開始. 需連續. (即 1,2,3,….) Sub-Step 1 : Define Training Resources Key Flexfield。(屬 Learning Management Key Flexfield, Mandatory step) Note: 其 structure name (Title field) 必需與 resource type lookup [Meaning] 欄內容完全一樣, 否則在 enter resource 時, 會選不到 resourece type MITAC 所需設定之值, 如下 : Application Flexfield Structure Segment Attribute Value Set Remark Title Learning Training Trainer Name Char (30) Managment Resources , 內聘 External Char (15) MHR_IN_OUT , 外聘 , 高級講師 Level Char (15) MHR_INSTRUC , 中級講師 TOR_LEVEL Page 7 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc , 初級講師 Venue Room Char(30) Number Location Char(150) MHR_TRAININ G_CENTER Size Num(2) Equipment Char(150) Material Name Char(150) Type Char(10) MHR_MATERIA, Book L_TYPE , DVD Equipment Name Char(150) Others SEGMENT 1 Page 8 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Page 9 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Page 10 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Step OLM-2: Define Descriptive Flexfield Process: Business Area: Control Number: Oracle HR System Administrator OLM-2 Description: Path: 設定 OLM 系統所需之 descriptive flexfield Application \ Descriptive \ Segments Site Level Descriptive Flexfield 設定步驟 : , 設定其結構(structure), 有幾個節段(Segment) Path: Application \ Flexfield \ Descriptive \ Segments , 設定要用到之 value set , Freeze 並 compile Key Flexfield 結構 MITAC 所需設定之值, 如下: , Category 課程分類 : (Title= Add'l Activity Information) 沒用 , Context Code= Global Data Element Segments WindowPrompt Column Value Set Type/Length Value 訓練類別 Type TAD_INFORMATION1 MHR_PAPR_TYPE Char(60) (PAPR系統用) Page 11 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc , Enrollment : (Title= Add'l Delegate Booking Info.) , Context Code= Global Data Elements Segments Window Column Value Set Type/Length Value Prompt 考試成績 Test Score TDB_INFORM Num(3) ATION1 證書號碼 Certification TDB_INFORM Char(30) Number ATION2 Page 12 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc , Course 課程: (Title= Add'l Course Info.) , Context Code= Global Data Elements Segments WindowProColumn Value Set Type/Length Value mpt 課程評估方, 筆試 Evaluation TAV_INFORMATIMHR_COURSE_EVALUAChar(15) 式 , 口試 Method ON1 TION_METHOD , 發表 , 心得報告 , 實作 , 免及格標準為分數 Evaluation TAV_INFORMATI Num(3) Score ON2 Page 13 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc , Category : (Title= Add'l Category Information) , Context Code= Global Data Elements Segments WindowProColumn Value Set Type/Length Value mpt 訓練類別 TYPE ATTRIBUTE1 MHR_PAPR_TYPE Char(30) Page 14 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc , Class : (Title= Additional Class Information) , Context Code= Global Data Elements Segments WindowProColumn Value Set Type/Length Value mpt 滿意度調查Satisfaction EVT_INFORMATI Char(50) 總評分 Examination ON1 Score 講師評分 Lecturer EVT_INFORMATI Char(50) score ON2 課程內容評Content EVT_INFORMATI Char(50) 分 score ON3 行政作業評Politics EVT_INFORMATI Char(50) 分 score ON4 其它評分 Other score EVT_INFORMATI Char(50) ON5 講師費 Instructor EVT_INFORMATI Number Cost ON6 場地費 Venue Cost EVT_INFORMATI Number Page 15 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc ON7 交通費 TransportatiEVT_INFORMATI Number on Cost ON8 其它費用 Other Cost EVT_INFORMATI Number ON9 課程評估方, 筆試 Evaluation TAV_INFORMATIMHR_COURSE_EVALUAChar(15) 式 , 口試 Method ON10 TION_METHOD , 發表 , 心得報告 , 實作 , 免 , 外訓 : (Title= Add'l Non OTA Training History Info.) , Context Code= Global Data Elements Segments WindowProColumn Value Set Type/Length Value mpt 訓練類別TYPE NTH_INFORMATIMHR_PAPR_TYPE Char(50) Page 16 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc (PAPR系統ON1 用) Page 17 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Step OLM-3: Define Lookup Code Value Process: Business Area: Control Number: Oracle HR Global Super HRMS Manager OLM-3 Description: Path: 設定 OLM 所需之 Lookup 資料 Other Definition \ Application Utilities Lookups Site Level Lookup Code即系統使用之代碼檔. 若[Type]為[System], 則表系統使用, 會控制系統之功能, 不允許新增/刪除, 只能修改其名稱. 若[Type]為[Extendable], 則表系統使用,但不會控制系統之功能,允許新增/刪除,或修改其名稱. 若[Type]為[User], 則表非系統使用, 可自由新增/修改/刪除. [Code]欄位, 為系統程式使用之代碼. 請不要設定為中文. [Meaning]欄位, 為 user 利用 list of value 看到之名稱. 可用中文. [Tag] (標記)欄位 : (與 legislation code 有關) 若設定為 [+NL] 字眼, 則表只有 legislation code 為 [NL], 才可用. 若設定為 [-NL] 字眼, 則表除了legislation code [NL]無法用, 其它 legislation code 均可用 MITAC所需設定之 Lookup 如下 : No. Lookup Code Name Application Description Type Setup Value 1 RESOURCE_TYPE Human Resource Extensible , Trainer Resource Type , Venue , Material , Equipment , Others SCHEDULED_EVENT_STAT2 Human Class Status System , Normal US Resource , Full , Cancelled , Closed , Planned , 高 3 PRIORITY_LEVEL Human Booking User , 中 Resource Priority , 低 Page 18 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc 4 FINANCE_LINE_TYPE Human Finance Line Extensible , Enrollment Resource Type Charges , Pre-Purchase Charge , Resource Charge , Training , Supplier Payment , Normal 已開課, 5 ACTIVITY_USER_STATUS Human Class Status User , Full 額滿 Resources , Cancel 已取消 Page 19 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Step OLM-4: Enable Currency Process: Business Area: Control Number: Oracle HR System Administrator OLM-4 Description: Path: Enable 設定 Business Group 所需使用之 currency Application \ Currency Site Level 說明 : , 系統已預設定所有幣別 (ISO standard code), 無需設定, 只需作 enable 動作. , 台灣使用之幣別為 „TWD? (New Taiwan Dollar) Page 20 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Step OLM-5: Create Location Process: Business Area: Control Number: Oracle HR Global Super HRMS Manager OLM-5 Description: Path: 新增一 OLM 所需之 Location Work Structures \ Locations BG Level 請參考 Core HR setup document step HR-10 說明. 利用此步驟輸入 training center 所需之 location. MITAC 所需設定之值 : Page 21 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Step OLM-6: Create Organization Process: Business Area: Control Number: Oracle HR Global Super HRMS Manager OLM-6 Description: Path: 設定所需使用之 [組織] (HR Organization) 及 [訓練中心] Work Structures \ Organization \ (training center) Description BG Level Sub-Step 1 : Adopt or Create 1 business Group。 Responsibility : Global Super HRMS Manager Path: Work Structures \ Organization \ Description Sub-Step 3 : Define a responsibility for this business group。 Responsibility : System Administrator Path: Security \ Responsibility \ Define Sub-Step 4 : Setup system profile to link [Business Group] and [Responsibility]。 Responsibility : System Administrator Path: Profile \ System Sub-Step 5 : Create [HR Organization] 。 Responsibility : Global Super HRMS Manager Path: Work Structures \ Organization \ Description Sub-Step 6 : Create [Training Center] 。 Responsibility : Global Super HRMS Manager Path: Work Structures \ Organization \ Description Sub-step 1-5 請參考 Core HR setup document step HR-11 說明 Create Training Center: 說明 : , Organization Classification 需為 [Training Center] , 資料建檔時, 需在正確之 business group 下. 否則存檔後會找不到. , MIC 所需設定下 : , 林口華亞園區 , 新竹 , 內湖 Page 22 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Page 23 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Step OLM-7: Create Suppliers Process: Business Area: Control Number: Oracle HR OLM-7 Description: Path: 新增所需使用之 Supplier 若 training class 或 instructor 為外部 agent 所提供, 則需執行此步驟. 必需先有 supplier name 才能新增相關之 resource 若要有產生相關財務資料, 則需要一併新增 supplier address 及 contact person. Mitac 無需執行此步驟. Page 24 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Step OLM-8: Create Customers Process: Business Area: Control Number: Oracle HR OLM-8 Description: Path: 新增所需使用之 customer 資料若為訓練中心性質, 有對外界開課且收費之狀況, 則需執行此步驟. 每個客戶為 1 筆 customer record, 受訓之學員需設定為此 customer 之 contact person. 若對內開課, 但需有收費之狀況, 則亦需執行此步驟. Mitac 無需執行此步驟. Page 25 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Step OLM-9: Configure Role-Based Access Control (RBAC) Process: Business Area: Control Number: Oracle HR User Management OLM-9 Description: Path: Grant Learning Administrator role 給 setup user Users Site Level 說明 : , OLM 已加入 role base control 功能. 現系統提供之 role 如下: , Learning Administrator , Learning Assessment Administrator , Learning Content Administrator , Learning Catalog Administrator , Learning Enrollment Administrator , Learning Finance Administrator , Learning Instructor – Update Enrollment Status , Learning Resource Administrator , Learning Setup Administrator , 先將 user 挑出, 再將 role - [Learning Setup Administrator] 加到 setup user 中, 否則會看不到 setup screen. MITAC 所需設定 : , 將 [Learning Setup Administrator] role grant 給 MITAC user. , 必須用 User : SYSADMIN / manager1 Login Page 26 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Page 27 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Step OLM-10: Define Delivery Modes Process: Business Area: Control Number: Oracle HR Learning Administrator OLM-10 Description: Path: 設定 training class所需使用之 delivery mode Learning Administraion \ Setup Administration \ Setup \ Catalog \ Delivery Mode BG Level 說明 : , 系統針對 delivery mode 之觀念為 , Online / Offline : online classes 表用 OLM palyer 作學習. 其它方式屬 offline , Synchronous / Asynchronous : 有老師現場教學者為 synchronous, 反之為 asynchronous. , 系統提供 4 種組合之 delivery mode , Online, synchronous – 例: web conference , Online, asynchronous – 例:online self-study , Offline, synchronous – 例: 傳統 intructor led-class , Offline, asynchronous – 例: reading a book , Delivery mode 為 business group level 參數. 需 login 正確之 responsibility, 否則存檔後, 會找不到. MITAC 需設定 4 種 delive mode: , OJT : offline, Synchronous , OFFJT (內訓) : offline, Synchronous , OFFJT (外訓) : offline, Synchronous , eLearing: offline, Asynchronous , 讀書會: offline, asynchronous 改放在 Category Page 28 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Page 29 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Step OLM-11: Create Enrollment Status Process: Business Area: Control Number: Oracle HR Learning Administrator OLM-11 Description: Path: 設定 Enrollment Status Learning Administraion \ Setup Administration \ Setup \ Learner \ Enrollment Statuses BG Level 說明 : , 系統有 5個 predefined enrollment status type 為 ; , Requested , Waitlisted , Placed , Attended , Cancelled , 可在每種 system status 下, 新增所需使用之 user status. 至少需有 1 個 user status. , Enrollment Status為 business group level 參數. 需 login 正確之 responsibility, 否則存檔後, 會找不到. MITAC 所需設定 : , Requested: 簽核中 , Waitlisted: 後補 , Placed: 報名成功, 為 default enrollment status , Attended: 完成, 曠課, 未完成 , Cancelled: 取消報名 Page 30 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Page 31 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Step OLM-12: Create Booking Priority Process: Business Area: Control Number: Oracle HR Global Super HRMS Manager OLM-12 Description: Path: 設定所需使用之 Booking Priority Other Definition \ Application Utilities Lookup Site Level 說明 : , Booking Priority 為 1 lookup code – PRIORITY_LEVEL (屬 HR) , 系統以 code value 排序, 所以必需設定為數字 (非文字), 數字愈小, 表 priority 愈高. 例: 1,2,3,4,…. Mitac 所需設定 : , priority : 1 (高) ,2 (中), 3 (低) Page 32 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Step OLM-13: Setup Enrollment Justifications Process: Business Area: Control Number: Oracle HR Learning Administrator OLM-13 Description: Path: 設定所需使用之 enrollment justification Learning Administraion \ Setup Administration \ Setup \ Learner \ Enrollment Justifications BG Level 說明 : , Enrollment justification 設定之目的為讓 learner, manager, training administrator 判定, 若有空缺, 在 waiting list 中該如何選擇. , 每個 justification 均需搭配其對應之 booking priority. , Enrollment Justifications 為 business group level 參數. 需 login 正確之 responsibility, 否則存檔後, 會找不到. Mitac 無需設定此步驟. Page 33 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Step OLM-14: Setup Content Managerment Process: Business Area: Control Number: Oracle HR Global Super HRMS Manager OLM-14 Description: Path: 設定 iLearning Content 所需相關設定 Sub-Step 1 : Setup Content Server 。 Sub-Step 2 : Install SCORM Adapters 。 Sub-Step 3 : Setup Online Player 。 Sub-Step 4 : Setup Conference Servers。 MITAC 本階段不導入 iLearning, 所以此步驟無需設定. Page 34 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Step OLM-15: Define Cross-Charg Mapping Process: Business Area: Control Number: Oracle HR Learning Administrator OLM-15 Description: Path: 設定 cross charge mapping Learning Administration \ Setup Administration \ Setup \ Catalog \ Cross-Charge Mappings BG Level 說明 : , 若要與 Oracle Financial 聯結, 且希望作公司內部訓練費用之 cross-charge, 則需利用此步驟作設定. , 需設定 2 組 mapping : transfer from (debit account), transfer to (credit account) , 此為 business group level 參數. 需 login 正確之 responsibility, 否則存檔後, 會找不到. MITAC 無需產生相關 financial data, 所以無需設定. Page 35 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Step OLM-16: Mapping Competencies to Languages Process: Business Area: Control Number: Oracle HR Training Administrator OLM-16 Description: Path: 設定 competence 與 language 之對應 Setup \ Competence and Language Mapping BG Level 說明 : , 在作 instructor search時, language 為一選項. 可利用此步驟, 將 competence 與 language 最串聯.. , 此為 business group level 參數. 需 login 正確之 responsibility, 否則存檔後, 會找不到. MITAC 無需執行此步驟. Page 36 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Step OLM-17: Generate Letters Using Web ADI Process: Business Area: Control Number: Oracle HR Oracle Web ADI OLM-17 Description: Path: 設定產生 [上課通知] 所需之Web ADI 參數說明 : , 若上課前, 要發 [上課通知] (paper), 則可利用 Web ADI mail merge 功能產生相關資料. MITAC 無需產生 paper型式之 [上課通知], 所以無需執行此步驟. Page 37 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Step OLM-18: Setup Enrollment Status Security Process: Business Area: Control Number: Oracle HR Learning Administrator OLM-18 Description: Path: 設定那些 responsibility 不能使用那些 enrollment status Learning Administration \ Setup Administration \ Learner \ Enrollment Status Exclusion BG Level 說明 : , 利用此功能控制, 那些 responsibility 不能使用那些 Enrollment status. , 此為 business group level 參數. 需 login 正確之 responsibility, 否則存檔後, 會找不到. Mitac 所需設定 : , Mitac 設定之 enrollment status 如下: , 簽核中 , 後補 , 報名成功 , 完成, 曠課, 未完成, , 取消報名 , Employee 及 Manager Self-service responsibility, 只可使用以下 status , 簽核中, 報名成功, 後補, 取消報名, Page 38 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Page 39 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Step OLM-19: Define Profile Option Process: Business Area: Control Number: Oracle HR System Administrtor OLM-19 Description: Path: 設定 OLM 所需之 profile option Profile \ System Profile Name Description Value Enables other applications to use alternative OTA:Assessment Branding branding images in assessment headers. Omit Image Regular any file extension from the name. Restricts access to Generalized Assessment data iLearning OTA:Data Source Module for users of iRecruitment. Select "iLearning" to enable these users to view data originating in OLM, or "iRecruitment" to enable them to view data only from iRecruitment. 完成 OTA:Default Attended Enrollment Status Enter the name of the business group you wish OTA:Global Business Group to designate as global. Hides or reveals, at site level, the external OTA:Hide Employee External Yes (home) addresses of your employees. The Address default value is null, but is equivalent to Yes (addresses remain hidden). Note: To continue to view external employee addresses, existing customers must set this profile to No. For existing enrollments, however, any formerly selectable external address selected remains visible. To ensure data privacy under these circumstances, the user cannot change the address (the lookup contains no items). , Yes , No As an administrator selects learners for bulk 100 OTA: Maximum Enrollments enrollment, determines the number of Processed Online enrollments processed immediately; selecting more than the specified number sends the enrollments for processing by the Process Bulk Page 40 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Enrollments concurrent program. , Yes : to enable the setup and play of online No OTA:Online Learning Option classes, if you have licensed OLM with the Licensed Online Learning option. , No: not licensed OLM with the Online Learning option OTA:Project Accounting , Yes No Integration , No Prevents employees in your organization from No 10/5 找不到 OTA: Restrict Employee from enrolling in customer-restricted classes. Customer-Restricted Class , Yes , No Indicates whether you are activating the No OTA:Automatic creation of automatic creation of finance headers and lines. Finance Header and Lines Select Yes if you are running Oracle General Ledger. , Yes : , No Indicates whether automatically created finance No OTA: Automatic Finance headers also receive automatic approval. Select Header Approval Yes if you are running Oracle General Ledger. , Yes , No Indicates whether the application transfers No OTA:Automatic Transfer to GL automatically created finance headers to Oracle General Ledger. , Yes: If you select Yes, the application automatically sets the transfer status to Awaiting Transfer (AT). , No: If you select No, for each header and line you mustmanually set the transfer status to Awaiting Transfer. , Yes No OTA:Activate Automatic , No: Waitlist Enrollments 輸入之值, 應屬 enrollment status „Placed? 其OTA:Automatic Waitlist 中之一 Enrollment Default Booking Status Specifies, in number of hours prior to a class, OTA:Automatic Waitlist when you want to stop automatic waitlist Enrollments:Hours Prior To enrollments for any class. You must manually Class control any enrollments for the period specified. Enter a numeric value (0, 1, 2,...n). Identifies which criterion--booking priority or OTA:Waitlist Sorting Criteria Booking Priority date and time placed--takes priority on Page 41 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc the waitlist. If waitlisted enrollments share the same priority, their enrollment then depends on date and time placed. , Booking priority , Date and Time placed Set a default training administrator. Enter a MITAC OTA:Default Training person to receive workflow notifications Administrator automatically if no other approver is set. Specifies, in number of hours prior to a class, OTA:Minimum Hours to Cancel when a learner can no longer cancel an for Free enrollment without being charged. You must manually control any enrollments for the period specified. Enter a numeric value (0, 1, 2,...n). OTA no longer cancels the finance header inside the number of hours set in this profile OTA:Read-only Enrollment Sets a user’s access to read-only and specifies the message sent when the user attempts to Message change any enrollment details. Note : Placing any value in the field automatically sets the user?s access to read-only. OTA: OM Default Enrollment 此處 profile 用於與 OM module interface Cancelled Status 時用 OTA: OM Default Class Owner OTA: OM Default Class Training Center OTA: OM Default Class System Status OTA: OM Default Class User Status OTA: OM Restrict Enrollment by Country OTA: OM Waitlist Priority OLM: Automatic Creation of 此 profile 與 OTA 意義相同. 但其作用儘在 Finance Header and Lines 於 self-service Learning (enrollments originating in the Learner or Manager interfaces). 同上 OLM: Automatic Finance Header Approval 同上 OLM: Dedault Training Administrator Page 42 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc 同上 OLM: Automatic Transfer to GL 同上 OLM: Minimum Hours to Cancel for Free 同上 OLM: Read-only Enrollment Message Page 43 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Step OLM-20: Configure Enrollment Workflow Approval Process: Business Area: Control Number: Oracle HR System Administrator OLM-20 Description: Path: 設定OLM self-service 功能是否要啟動 workflow approval Application \ Function Site Level 說明 : , To user workflow or to disable workflow entirely, use the Form Functions window. , 舊版本需利用 workflow builder 修改 approval flag. 現 OLM 已採用新方法,利用 function 之 form parameter 控制. , 範例 : Enroll in Learning (OTA_LEARNER_HOME_SS) , pAMETranType=OTA&pAMEAppId=810&pProcessName=OTA_LNR_TRNG_APPRO VAL_JSP_PRC&pCalledFrom=OTA_LEARNER_HOME_SS&pItemType=HRSSA&pFr omMenu=Y&pApprovalMode=YD&pCertProcessName=OTA_CERT_APPROVAL_JSP _PRC&pCertApprovalMode=YD , set the &pApprovalMode parameter to "Y" (to use standard workflow), "N" (to disable workflow), or "YD" (to re-enable dynamic approval). Mitac 所需設定. , 需修改以下 2 function 之 form parameter 為 „N?: , Enroll in Learing(Training) (OTA_LEARNER_HOME_SS) PS: Alice 在上海商銀, 用 form parameter 也不 work, 所以改 workflow builder Page 44 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Page 45 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Step OLM-21: Configure Competency Update Automation Process: Business Area: Control Number: Oracle HR System Administrator OLM-21 Description: Path: 設定OLM self-service 功能是否要啟動 workflow approval Application \ Function Site Level 說明 : , Competence 自動更新由 workflow 控制. 需利用 workflow builder 做修改. , 需修改 workflow process Competence Update (OTA_COMPETENCE_UPDATE_JSP_PRC)之 attribute HR_APPROVAL_REQ_FLAG , Notification, Automatic Update after Approval , Notification, Automatic Update without Approval (automatic update occurs without approval) , No Notification, No Auto Update , Notification, Manual Update (learner or manager notified that they must manually update profile) - default value Mitac 所需設定. , 需利用 workflow builder 修改為 - No Notification, No Auto Update Page 46 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Step OLM-22: Define OM related parameters for OLM Process: Business Area: Control Number: Oracle HR OLM-22 Description: Path: 設定對外開課且收費部分與 OM 聯結之相關設定 Sub-Step 1 : Setup OM for OLM 。 Sub-Step 2 : Place Courses in Inventory 。 Sub-Step 3 : Setup Price Lists and Formula 。 Sub-Step 4 : Link Inventory course to OLM 。 Mitac 無對外開課並收費之狀況, 無需作此步驟設定 Page 47 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Step OLM-23: Include Training Plas in the Nativagtor Process: Business Area: Control Number: Oracle HR System Administrator OLM-23 Description: Path: 設定Training Plan submenu 到所使用之 menu 中 Application \ Menu Site Level 說明 : , 需將 submenu – OTA Training Plan 加到所需之 menu 中 Mitac 本階段未導入 Training Plan, 無需作此步驟設定 Page 48 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Step OLM-24: Enter Training Plan Measurement Types Process: Business Area: Control Number: Oracle HR OLM-24 Description: Path: 設定 training plan 功能所需之 measurement type MITAC 本階段不導入 Training Plan, 所以無需設定. Page 49 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Step OLM-25: Offering Language Process: Business Area: Control Number: Oracle HR OLM-25 Description: Path: 設定 Offering 功能所需之 language Site Level 說明 : , 將所需用到之 Language enable, 以供 Offering 使用. MITAC 增加 “越南語” PS : 此程式必須做 Personalization 為 Insert Allow, 做完再 disable. Page 50 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc Open and Closed Issues Open Issues Item No Item OM OM Date 1 2 3 4 5 Closed Issues Item No Item Remark 1 2 3 4 Page 51 of 51 MITAC_BR100_Setup_OLM_Module_V1.doc

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Oracle HRMS Setup OLM

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