You can use the People Management Configurator tool (formerly called Forms Configurator) to design windows that closely meet the business processes of your enterprise. For example, you can design windows to contain the essential information you need to hire a new person. This saves time, reduces errors, and makes data entry and maintenance easier.
Predefined templates are provided with Oracle HRMS. These are examples of windows that have been designed with specific processes in mind. The predefined People Management templates have been created using the People Management window. The example templates use selected items from this window. However, you can select any item from the People Management window when you create your own windows.
See People Management Templates.
You can create new windows without using a predefined template but we recommend that you use one as a guide for the following reasons:
The templates have been carefully designed to represent typical business processes and show a good implementation of window design.
It makes it easier to upgrade to new predefined templates when they become available. When you upgrade a predefined template the system makes the necessary core updates but leaves any changes you have made to the template in place.
When you design a new window using a template, you can:
Choose which component windows (Summary, Find, Maintenance) of the main window to display, and where they are positioned.
Choose which window displays first when a user chooses the main window from the navigator.
Select which tabs, fields, and buttons you want displayed on each window.
Choose to maintain worker information across business groups.
Choose where fields are positioned, on which tabs they appear, and the field tabbing order.
Choose to default values in fields.
Use formulas to supply additional details about a field or button to be displayed when a user right-clicks on the item.
Set up context-sensitive fields such as address styles so that the appropriate fields are displayed depending on a value chosen.
Enable display of DateTrack History on datetracked fields.
Define data restrictions such as Employees only, Applicants only or Contingent Workers only.
Set up checklists for users to record the progress of actions. You can add values to the predefined lookups: CHECKLIST_ITEM and CHECKLIST_STATUS.
Create notification messages for users to send workflow notifications to other people. Some messages are predefined.
Note: The online help reflects the predefined templates. If you configure the forms, you might need to edit the help to reflect the changes you make.
A number of user extensible 'custom' fields have been added to the People Management templates which enable you to maintain any data that you cannot currently maintain using the templates (either Oracle E-Business Suite data items or 3rd party/custom data items that are stored within the database). These fields only apply to the People Management window (PERWSQHM form) and are only available on the 'MAINTAIN' block/window (not the summary or Find window).
You can add these custom fields to the People Management Configurator template via the Forms Configurator option. There are a number of different types of fields to accommodate different functional requirements. These fields are :
Character
Number
Date
Check Box
List of Values
List Item
These additional fields are referred to as items and they can be placed on to the template using the People Management Configurator (see Fields on the People Management Window for further information).
When you have added the required custom items to the template, it is necessary to use the Custom Library to write the required business rule code and logic for the retrieval, update and validation of each custom item.
For further information please see the white paper Further Configuration Options For People Management Templates on My Oracle Support (formerly MetaLink).
You can add task flow buttons to access other windows from the Maintenance window of your configured window. Create the task flow using Oracle Workflow or the Task Flow windows, then view the window with the buttons in the People Management Configurator.
If you want to reposition or resize the buttons on the window, you need to add the button items to your template using the People Management Configurator, place them in the appropriate positions, set their size, and enter labels for them.
The People Management Configurator tool contains a graphical navigation tree and a set of properties. The navigation tree has been set up in a logical order so that if you follow the tree down from the top, that is the order in which you should complete your tasks. Expand the template name to see the information associated with the template.
You can see what your windows look like on the screen as you make edits to them. You can also preview the windows in your template to test out the fields and tabbing and see how they will appear to the user.