Follow these steps to set up automatic creation of organizations in HRMS corresponding to company cost center combinations that exist in your GL account combinations.
See: Internal Organizations and Cost Centers for more information about the relationship between GL cost centers and HR organizations.
You must perform these steps after you have defined your business groups but before you create any HR organizations.
Ensure that your GL account combinations have been set up in Oracle GL. This should have been done as part of your Oracle Financials implementation.
Work with your Financials implementation team to decide how your financial companies relate to your business groups. Also, you need to discuss how financial companies and cost centers relate to the internal organizations. For example, do your financial companies map to GREs? Do your cost centers map to HR organizations, and so on.
Define an organization for each of the companies that exist in your business group. These companies should have been set up during your Financials implementation. You can apply a classification of company cost center to either an existing, or new organization.
See:Entering Organization Classifications
Select the value set that validates the company segment in your GL accounting flexfield and select the company name for each of the company cost center organizations.
If you are defining an organization that represents a company in GL, then do not complete the cost center fields.
See: Entering GL Company Cost Center Information for a Company Cost Center
Note: You must take care when defining your company organizations as it influences the cost center organizations that are available to your business group.
Set the HR: GL Cost Center Org Classifications profile option to one of the following to define what organization classifications are created in HRMS:
If your financials cost centers are the same as your HR organizations, then set the profile option to HR Organizations and Company Cost Centers.
If your financials cost centers are different but you still want to represent your cost centers as organizations, then set the profile option to Company Cost Centers. You need to do this if you intend to use the management reporting functionality in DBI and your HR organizations are not cost centers.
For more information on profile options see: User Profiles
Set the GL Organization Name Format profile option. This defines the format of the names for the organizations created automatically. If you do not want to use the predefined formats you can add your own using the HR_GL_ORG_NAME_FORMAT lookup type.
Run the one of the following:
If you use DBI management reporting to consolidate financials information by cost center manager, then run the Synchronize GL Company Cost Centers with HR request set.
If you want to generate your organizations in HRMS based on your GL structure but do not use DBI, then run the Create and Maintain Company Cost Center Organizations process.
Note: Run the Synchronize GL Company Cost Centers with HR request set or the Create and Maintain Company Cost Center Organizations process only after you have created an organization to represent each of the financials companies that relate to your business group.
See: Running the Synchronize GL Company Cost Centers with HR Request Set and Create and Maintain Company Cost Center Organizations
Select a manager for each of the company cost centers, once you have entered the details of your workforce into your application. You must perform this step if you are using management reporting in DBI. You can do this in one of the following ways:
If you want to select a manager for each company cost center individually, see: Entering Reporting Information for an HR Organization or a Company Cost Center
If you want to select managers for multiple company cost centers, see: Selecting and Viewing Managers for Organizations
Set the HR: Automatically Synchronize Single GL Company Cost Centers with HR profile option to Yes or No. You use this profile to indicate if new GL account code combinations are automatically reflected in HR, or whether you want to control this by running the required processes manually.
Set the profile to Yes if you want Oracle HRMS to automatically create an organization whenever any new GL account code combinations are subsequently created in Oracle Financials. Oracle HRMS will submit the Synchronize Single GL Company Cost Center with HR process automatically for every new account code combination. You define the classifications for the organizations created by this process by setting the HR: GL Cost Center Org Classifications profile option.
Set the profile to No if you do not want the Synchronize Single GL Company Cost Center with HR process to run automatically, but perhaps want to create all the required organizations at once. You can then run the Create and Maintain Company Cost Center Organizations and the Synchronize GL Company Cost Centers with Existing Organizations processes, or the Synchronize GL Company Cost Centers with HR request set as often as you need.
Note: If the Concurrent: Hold Requests profile option is set to Yes for your GL responsibility, then the process that creates organizations in HRMS automatically will remain on hold until you restart it.