Human Resources setup and maintenance forms

The following table lists the forms that support setting up and maintaining Human Resources. The table entries are organized by task and then alphabetically by form name.

Note Note

Some forms in the following table require information or parameter settings to navigate to them.

Business process component task

Form name


Defining general information

Action groups

Create action groups in order to separate action types according to different criteria.

Action type template lines

Set up actions for an action type template.

Action type templates

Create action type templates.

Action types

Create and manage actions by classifying them according to type.

Human Resource parameters

Set up Human resources parameters.

Reason codes

Define codes that indicate the reason for an event.

Response types

Define the kinds of responses, reactions, or outcomes that arise due to the completion of an action.

Defining organization information

Areas of responsibility

Define the general areas of responsibility that exist in a company.

Network groups

Create and maintain network groups in order to manage user rights to questionnaires.

Organization units

Set up the organization units within a company.

Position status

Create status types that indicate the current state of a position.

Position templates

Create categories of positions to which you can assign positions that are similar in function or purpose.

Work tasks

Create and manage the specific activities or duties that will be required of employees occupying a specific position.

Defining general employee information

Accommodation types

Set up the specific types of workplace accommodations that you provide to employees and applicants.

Accommodation types

Set up the specific types of workplace accommodations that you provide to employees and applicants.

Certificate types

Create and manage certificates of achievement.


Create and manage the names of the counties or municipalities in which employees live.


Create educational degrees.

Development plan types

Create types of development plans to differentiate between the various types of plans assigned to an employee.

Education group

Create education groups in order to categorize education types.


Create education groups in order to categorize education types.

Entitled negotiators

Record the persons or organizations that are authorized to negotiate with the company on the behalf of one or more employees.


Create the education types to record as résumé qualifications and as position requirements.

Interview types

Create and manage the kinds of interview types that are used by your company.

Language codes

Create language codes for use when recording the native language of employees.

Loan items

Set up items that can be loaned to people in the network.

Loan types

Set up loan types.

Skill types

Create and manage general types of skills.


Create skills that can be associated with an employee, applicant, or contact person, or used to describe a position.

Vocational organizations

Record the vocational organizations that some or all company employees are associated with.

Defining work eligibility information

I-9 document type

Set up specific work eligibility verification documents that employees provide to prove their work eligibility status.

Issuing authorities

Enter information about government or other entities that are authorized to issue employment eligibility verification documents.

Defining position information

Areas of responsibility

Define the general areas of responsibility that exist in the company.


Create certification requirements for employees and assign a level of importance to each certificate.


Enter levels of education that an employee must or should have acquired to be considered qualified for a position.

Position skills

Create a profile of skills that are relevant to specific positions.

Work tasks

Define specific activities or duties that are required by specific positions.

Defining payroll information

Benefit types

Set up the types of benefits that employees can receive from the company.

Income tax category

Create and manage tax categories applicable to the company's employees.

Income tax codes

Create tax categories for employees.

Insurance types

Catalog general types of insurance policies that the company's employees possess.

Leave types

Set up the types of leave employees can take from the company.

Payroll allowance

Enter the amount of the employee's salary that is non-taxable.

Payroll category

Create categories to classify employee salaries.

Payroll scale level

Assign an employee to a specific payroll scale level

Personnel category

Create categories of employees to provide a basis for assigning payroll information.

Salary deduction types

Create and manage the types of deductions that can be made from employee salaries.

Terms of employment

Create categories of employment terms.

Wage groups

Create and assign wage groups to an employee category.

Defining recruitment information

Application bookmarks

Define the fields that information will be drawn from for the and features.

Application e-mail templates

Create e-mail templates for use in communication with applicants.


Create and manage the advertising you use to recruit new employees.

Media types

Group the media that you use to recruit new employees.

Defining time tracking information

Absence codes

Create absence codes to indicate the reason for an absence.

Absence groups

Categorize absence codes into logical groups.

Absence setup

Create setup information to control the way that employees register absences.

Absence status

Define the types and appearance of absence reports.


Define the column-interval layout of an absence report

Defining training information

Classroom groups

Create and manage groups of course locations.


Record the rooms that you use at the course location.

Course groups

Assemble course types into logical groups.

Course instructors

Assign instructors to a specific course location.

Course locations

Create and manage the locations where your courses are held.

Course type profile certificates

Indicate the certificates that a course participant will acquire after completing a course.

Course type profile education

Indicate the education that a course participant is expected to acquire by completing a course.

Course type profile skills

Indicate the skills that a course participant can acquire through participation in a course.

Course types

Create course types to be offered by the company or taken by employees.

Defining strategy information

Strategic plan types

Create different types of strategic plans.

Strategic planning templates

Create a model for strategic plans.

Defining compensation information

Compensation grids

Set up compensation grids to allow a company with an external compensation system to generate basic compensation plans with pay range guidelines.

External pay groups

Create different pay groups, sometimes called pay companies, to use for sending compensation data to payroll.

Fixed compensation actions

Set up fixed compensation actions to be used when changing an employee's compensation setup or for automatic calculation of new fixed compensation plans.

Job functions

Classify job functions. You can use job functions together with job types to filter compensation plans to specific jobs.

Job types

Classify job types. You can use job types together with job functions to filter compensation plans to specific jobs.


Create discrete levels for the three compensation plan types.


Set up locations to specify compensation based on a workplace location.

Pay frequencies

Create the different frequencies of pay used at your company.

Performance plans

Create performance plans.

Performance ratings

Specify performance ratings to be used in compensation plans to determine the amount of a merit increase or variable award.

Reference point setups

Create reference point setups including a set of reference points that constitute ranges in a pay rate matrix.

Reference points

Create reference points for a reference point setup. Reference points constitute ranges in a matrix and each range can be associated with a pay rate.

Survey companies

Maintain name and contact information for survey companies that provide market pricing information.

Variable compensation types

Set up variable awards to be granted to employees.

Vesting rules

Specify different vesting rules for variable long-term awards.