You create and amend templates in the Generic Summary Process window.

   To create a new Bilan Social template:

1. Enter the name of your template. This will be required when you run the Bilan Social Report process.

2. Enter a sequence number for the item type. This defines the order in which the calculations will be run during the Bilan Social Report process. It is also used by Oracle Discoverer to associate a worksheet to a particular calculation.

3. Select the required item type and enter an item type usage. The combination of item type and item type usage must be unique within the template. You can enter the same item type a number of times, providing you attach a unique item type usage to it.

4. Select the required key types. This will determine how the data is categorized when the Bilan Social Report process is run.

   Note: If you are using the worksheets supplied with Oracle HR for France you must enter the required sequence number, item types, and key types for the worksheet. For example, if you are using worksheet E1, Effectif total au 31.12, you must ensure that you have selected the Effectif total item type, given it the sequence number of 1, and selected the Employee Category key type. For information on worksheets and required components see: Discoverer Workbooks

5. Construct any required restrictions in the Restrictions block. Select the restriction type and the operator, and select the number of values required. For example, to restrict the calculation to primary assignments only, construct the restriction Primary Flag = Y, where Primary Flag is the restriction type, = is the operator, and Y is the value.

6. Save your changes and repeat steps 2-5 until you have included all the required calculations.

   Note: Once you have selected the required components for a calculation you can view the SQL statement that has been dynamically created by choosing the Statement button.

   To copy an existing Bilan Social template:

1. Query the required template and choose the Copy Templ. button.

2. Enter the name of the new template in the Copy Template window and choose OK. To see the new template you must requery it.

   To copy an item type from one template to another:

1. Query the template that contains the required calculation and select the required item type. Choose the Copy Item button.

2. Select the name of the template to which the calculation is to be copied and choose OK. The item type, and all the selected key types and restrictions will be copied to the selected template. To see the item type you must requery the template.