• Reference type: You use reference types when you create automatic actions for features from which you frequently create the same actions. You create automatic actions in the Actions form. For information about setting up the form, see Reference types (form).

• Network groups: You use network groups to assign user rights to a questionnaire. For information about setting up the form, see Network groups (form).

• Reason codes: You use reason codes to indicate the reason for an event:

  • In Employee you can define why an employee has quit, or why an employee is not included in skill-mapping.

  • In Application Details you can define why an application is rejected or accepted.

  • In Wage lines you can define why an employee's wages have changed.

  For information about setting up the form, see Human Resources reason codes (form).

• Parameters: Set up parameters to specify default information, define number sequences, and other functionality that you want to use across Human resources. For information about setting up the form, see Human Resource parameters (form)

Compensation setup information allows you to structure and execute compensation processes.

• Performance plans: Create performance plans that you can associate with an allocation matrix in order to use the plan in a pay for performance strategy. For more information about setting up the form, see Performance plans (form).

• Performance ratings: Specify performance ratings used in compensation plans to determine the amount of a merit award or performance award. For more information about setting up the form, see Performance ratings (form).

• Performance ratings: Create discrete levels for the three compensation plan types: Grade, Band, and Step. Levels are associated with jobs and any positions related to a job inherit the information. For more information about setting up the form, see Levels (form).

• Reference point setups: Create reference point setups that include a set of reference points that constitute ranges in a matrix, and each range can be associated with a pay rate. For more information about setting up the form, see Reference point setups (form).

• Fixed compensation actions: Set up fixed compensation actions, which have two purposes:

  • You use fixed compensation actions if you change the fixed compensation setup for an employee. The fixed compensation action is mandatory information if you increase or decrease the employee's base payment in case of, for example, a promotion or a demotion.

  • The actions are also applied in the event process for automatic calculation of new fixed compensation plans.

  For more information about setting up the form, see Fixed compensation actions (form).

• Locations: Set up locations in order to specify employee compensation based on a workplace location. For more information about setting up the form, see Locations and contact information (form).

• Job functions: Classify job functions so that you can combine them with job types to filter compensation plans to specific jobs. For more information about setting up the form, see Job functions (form).

• Job typesClassify job types so that you can combine them with job functions to filter compensation plans to specific jobs. For more information about setting up the form, see Job types and exempt status (form).

• Pay frequenciesSet up conversion factors to convert between monthly, hourly, weekly, and biweekly pay frequencies into an annual rate. For more information about setting up the form, see Pay frequencies (form).

• External pay groupsList external data sources that integrate to this pay system. For more information about setting up the form, see External pay groups (form).

• Variable compensation typesSet up variable awards to be granted to employees. Variable compensation types, such as a stock award or a cash award bonus, are applied in variable compensation plans. For more information about setting up the form, see Variable compensation types (form).

• Vesting rulesSpecify how often employee stocks should vest. For more information about setting up the form, see Vesting rules (form).

• Survey companiesMaintain name and contact information for survey companies that provide market pricing information. For more information about setting up the form, see Survey companies (form).

• Compensation gridsSet up compensation grids to allow companies with external compensation systems to generate some basic compensation plans and set up pay range guidelines for the plans. For more information about setting up the form, see Compensation grids (form).

You can complete the setup forms in any order.

You apply the organization setup when you create and maintain jobs in the Job form. You can complete the setup forms in any order.

• Work tasks: You can attach a work task to a job to define the work tasks that are required for a specific job. For more information about setting up the form, see Tasks (form).

• Areas of responsibility: You use areas of responsibility to define the functions, processes, products, and actions that are associated with a specific job. For more information about setting up the form, see Areas of responsibility (form).

• Job templates: You use job templates to easily create jobs of a specific type. You can specify a job template when you mass-create jobs from the Create jobsform. For more information about setting up the form, see Job templates (form).

You apply most of the employee setup when you create and maintain employee records in the Employee form. However, some of the setup information listed below is applied in other forms, as well.

• County: You use the county of address to set up tax information for employees in the Tax information form. For more information about setting up the form, see County of address (form).

• Certificates: You can assign certificates to employees or attach certificates to jobs. For more information about setting up the form, see Certificates (form).

• Language codes: You can use language codes to record the native language of employees. For more information about setting up the form, see Language codes (form).

• Unionsand Entitled negotiators: You can use this information to specify employee membership of vocational organizations and specify organizations entitled to negotiate. For more information about setting up the forms, see Unions (form)and Entitled negotiators (form).

• Employee record types: You use employee record types to create and manage reminders of special events, arrangements, or actions in the Employee records form. For more information about setting up the form, see Employee record types (form).

• Issuing authoritiesand I-9 document types: You use this information for work eligibility verification of employees. You must complete the setup forms in the following order:

  1. Issuing authorities

  2. I-9 document types

  For more information about setting up the forms, see Form I-9 document types (form)and Issuing authorities (form).

• Accommodation types: You use accommodation types to set up workplace accommodations for employees or applicants. For more information about for setting up the form, see Accommodation types (form).

Skills

Education

Loans

Development

Payroll

You apply the recruitment setup when you work with recruitment from the Recruitment Project Details and the Application Details forms.

• Media typesand Media: You use media in the Media form to record the media used in a recruitment project. You must complete the setup forms in the following order:

  1. Media types

  2. Media

  For more information about setting up the media forms, see Media types (form)and Advertising media (form).

• Deactivate organization unit: You use application bookmarks to define the fields that information will be drawn from for the Create application documentform under Human Resources> Periodic> Administration> Create application document. For more information about setting up the form, see Application bookmarks (form).

• Application e-mail templates: You use application e-mail templates to standardize e-mail messages for applicants. An e-mail message for an applicant can be sent from the Application Details form. For more information about setting up the form, see Application e-mail templates (form).

  You can complete the setup forms in any order.

• Absence status: You use an absence status to define the types and appearance of absence reports. For more information about setting up the form, see Absence status (form).

• Absence codes: You use absence codes to indicate the reason for an absence and to apply registration validations to these reasons. An absence code must be defined when you create an absence request in the Request form. For more information about setting up the form, see Absence codes (form).

• Absence groups: You use absence groups to categorize absence codes into logical groups. For more information about setting up the form, see Absence groups (form).

• Absence setup: You use absence setup to control the way in which employees register absences. To register an absence for an employee, a setup and the date from which the setup should apply can be assigned to the employee in the Employee form. For more information about setting up the form, see Absence setup (form).

You must complete the setup forms in the following order:

1. Absence groups

2. Absence codes, Absence status, and Absence setup

You apply the course setup when you create and maintain courses in the Course Details .

• Course groupsand Course types: You use course types when you set up courses offered by the company or taken by employees, and you use course groups to categorize course types.

  You must complete the setup forms in the following order:

  1. Course groups

  2. Course types

  For more information about setting up the forms, see Course groups (form)and Course types (form).

• Skills, Certificates, and Education

  You specify skills, certificates, and education to define a skill profile for a course type.

• You must create a course type before you can set up skills, certificates, and education for specific course types. For more information about setting up the forms, see Course type profile skills (form), Course type profile certificates (form), and Course type profile educations (form).

• Graphical indicator, Classroom groups, Classroomsand Instructors: You use this information when you set up courses in the Course Details form. When you set up locations, you can include details about specific classrooms at the location and specific instructors that teach at the location.

  You must complete the setup forms in the following order

  1. Instructors

  2. Graphical indicator, Classroom groups

  3. Classrooms

  For more information about setting up the forms, see Course locations (form). Classroom groups (form), Classrooms (form)and Instructors (form).

• Strategic plan typesand Strategic planning templates: You apply the strategy setup when you create strategic plans in the Strategic Plan Details form, and you can include the plan types in a model for strategic plans, which is a strategic planning template.

  You must complete the setup forms in the following order:

  1. Strategic plan types

  2. Strategic planning templates

  For more information about setting up the forms, see Strategic plan types (form)and Strategic planning templates (form).

• Response types, Action types, Action groups, and Action type templates: You apply this setup when you work with actions in the Actions form.

  You must complete the setup forms in the following order:

  1. Response types

  2. Action types

  3. Action groups

  4. Action type templates

  For more information about setting up the forms, see Response types (form), Action types (form), Action groups (form), and Action type templates (form).