Ho Hoshonti onti Cor Core H Huma uman R Resour sources - - PowerPoint PPT Presentation
Ho Hoshonti onti Cor Core H Huma uman R Resour sources Welcom ome and nd Int Introduc uction ons Halito! Introductions Course Length Logistics Classroom Etiquette Welcome to the Hoshonti Core HR course! These
Welcom
nd Int Introduc uction
Halito!
Welcome to the Hoshonti Core HR course! These materials are intended to introduce HR Generalists, HR Business Partners, HR Managers, and HR Assistants to the Human Resource Manager and Human Resource Specialist system roles within Oracle. The system is referred to as Hoshonti.
Co Course se Ob Objectives s
Upon completing this course, you will be able to:
Wha hat i is Hos
honti?
cloud-based offering. The platform combines core HR and talent management modules to provide a complete HCM suite in the cloud.
Succession Planning.
Tool
nd M Metho hodol
Training Ma Materi rials Support rt Ma Mater erials Job
Aids Presen enta tati tion Exerci cises es
Wh What at will th this c s course se do do?
This course will:
Lesson 1 – Hire Associates Lesson 2 – Manage Associate Records Lesson 3 – Process Associate Separations Lesson 4 – Perform Inquiries and Run Reports
Cour
Agend nda
New T New Term erms
Busin siness ss U Unit it Depar artme ment nt
A Department in Hoshonti is equivalent to a Business Unit in JDE. A Business Unit in Hoshonti is similar to a Company in JDE.
OTA TAC
Stands for Oracle Talent Acquisition. This was previously known as Taleo.
Posit sition
A position is the role an associate has within the
combination of a job, business unit, and department and has a fixed place in the
New New Terms (co (contin inued)
Jo Job Per Person Typ ypes
You use Person Types to identify different groups of people in the
example, for purposes of reporting, the Associate person type or the Elected Official person type may be used. A job describes the duties an associate performs.
Assignme nment nt
An assignment is the set of information specific to an associate that defines an associate’s employment within the organization. It includes the job, position, pay, compensation, manager, working hours, and work location.
Worke ker Relations nshi hips
A work relationship is the relationship between an associate and the
work relationships must contain at least one assignment.
Si Sign In n In
To access Hoshonti for the first time:
to navigate to: www.choctawnation.com/Hoshonti.
SELF-SE SERVICE tab.
to navigate to: myapps.microsoft.com.
access Hoshonti. To access Hoshonti in the future: For the purpose of training, you will not be using your Choctaw e-mail address and password. The instructor will provide you with your login credentials.
Lesso sson 1 1 - Obje ject ctives
Upon completion of this lesson, you will be able to:
My C Clien ent Gr Groups tab, followed by the New P w Pers erson icon and the Hire a e an Emp mployee ee icon.
information and click the Next button. Repeat for all forms that display.
ew button.
mit button.
Hire an an Asso ssociat ate
You have the capability to hire new associates directly within Hoshonti. Rehiring associates will be discussed in Lesson 3.
Navi avigate th the Man anag age P Perso son P Page age
You can mange your associate’s within the Person Management section of Hoshonti. This functionality allows you to view an associate’s work relationship, job history, and assignment details.
My Clien ent Gr Groups tab, followed by the Pers erson Ma Managem ement icon.
Searc rch area and click the Searc rch button.
their Ma Manage e Employme ment nt page.
ction drop-down button to perform an action on an associate’s work assignment. Examples include: absences, payroll, and compensation.
Complete New H New Hire R e Rec ecords fr from O OTAC
Offers are extended and candidates are hired through Oracle Talent Acquisition (OTAC). An interface runs at regular intervals bringing the new associate information into Hoshonti. The OTAC record for a new associate must be completed with the following information by an HR associate in Hoshonti.
ersonal a and Emp mployment > Ma Manage ge Work rk Relati tionship > p > Update te
ersonal and E Emp mployment > Ma Manage ge Emp mploymen ent > E Edit > U Update e
Compl plet ete e New H New Hire R e Rec ecords fr from OTAC (co (contin inued)
ersonal and E Emp mployment > Ma Manage ge Employme ment nt > > Edi dit > t > Upda pdate (continued)
> Ma Manage ge Payr yroll
ionsh ships s > Edi dit > t > Upda pdate te
mpensation > > Ma Manage C Comp mpensation > > Awa ward Comp mpen ensation Legislative Information, Gender, Marital Status, Veteran status, and Ethnicity will be entered by the associate.
Attach Doc Docume uments – Past vs ast vs Prese sent S Stat tate
The location of where you can attach documents to a person’s record is changing, along with how the attachments are categorized. In your current state, attachments are located in WebDocs. However, moving forward they’ll be located in Hoshonti. Below is an example of some of the document changes. However, a list of all document changes can be found on the training aids website.
Fut uture Stat State Cur urrent Stat State
Docume ment nt Types In HCM Catego gory WebD bDocs cs Sect ction Docume ment nt Types In WebD bDocs cs
Achievements - non- performance based Awards and recognition Section 7 Training/Certs/Awards Adoption Legal Document Section 1 Employee Profile Alliance Payments Audit Section 4 Master files Audit Report Application Employment Section 1 Application/Resume http://choctawnation.com/hoshonti-training-aids
My Clien ent Gr Groups tab, followed by the Pers erson Ma Managem ement icon.
Searc rch area and click the Searc rch button.
the Action ions s drop-down menu, select Pers ersonal a and Emp mployment, followed by Ma Manage Docu cument R Reco cords ds.
cument T Type pe and upload the documentation.
Attach Doc Docume uments t to
n Assoc
Personn nnel R Recor
Documents may need to be attached to an associate’s personnel records. Examples of documentation include proof of a life event, certification required for job, or a resume. If the associate should not be able to view document, select the Restricted HR option.
View an and d Man anage N New H Hire Ch Checklist sts an and d Task asks
You can use the Alloc
lists s feature to create, view, and edit tasks that associates need to
My Clien ent Gr Groups tab, followed by the Pers erson Ma Managem ement icon.
Searc rch area and click the Searc rch button.
the Action ions s drop-down menu, select Pers ersonal a and Emp mployment, followed by Alloc
list.
dd icon to add checklist items
task to view details.
Payme ment nt Met Method Pro rocess
As part of the Onboarding Checklist, associates are prompted to specify how they want their salary paid. If an associate does not select a payment method in Employee Self-Service, their payment method will automatically default to a check. A report will be run for HR that will list all associates with a check as their payment method. HR will reach out to these associates, order a pay card, and then enter the pay card information in Hoshonti as a direct deposit.
Add dd a P a Paym ayment Meth thod on B Behal alf of an an A Asso ssociat ate
As part of the Onboarding Checklist, associates are prompted to specify how they want their salary paid. Within Hoshonti you can view, update, and add payment methods on behalf of an associate.
My C Clien ent Gr Groups tab, followed by the Pers erson Ma Managem ement icon.
Searc rch area and click the Searc rch button.
ions s drop-down next to the applicable associate and select Payroll
followed by Ma Manage e Pers ersonal Payment Meth thods ds.
te icon.
method.
Lesso sson 2 2 - Obje ject ctives
Upon completion of this lesson, you will be familiar with the process to:
My Clien ent Gr Groups tab, followed by the Pers erson Ma Manageme ment icon.
Searc rch area and click the Searc rch button.
the Action ions s drop-down menu, select Pers ersonal a and Emp mployment, followed by Ma Manage P Pers erson.
click the Edi dit button/icon followed by Update.
the Submi mit button.
Cha hang nge Person
Information n on
half o
an n Assoc
When associates need to make changes to their personal information they can make the changes themselves or you can make the changes on their behalf.
My Clien ent Gr Groups tab, followed by the Person son Ma Manageme ment icon.
Searc rch area and click the Searc rch button.
Ma Manage Employmen ent t page.
dit icon, select the Upda pdate te
ective e Start rt Date, Action ion, and Action ion R Reason son.
ew button and then click the Submi mit button.
Ch Chan ange an an Asso ssociat ate’s W s Work A Assi ssign gnment
All changes to assignments go into effect on the first day of the pay period. Exceptions include changes for hires, terminations, and a leave of absence.
My Clien ent Gr Groups link, followed by the Person son Ma Manageme ment icon.
Searc rch area and click the Searc rch button.
the Action ions s drop-down menu, select Pers ersonal a and Emp mployment, followed by Ma Manage P Pers erson.
a Informa mation tab, select the leave type. From the Edi dit icon, select Upda pdate te.
mit.
Man anag age a a Leav ave o
sence S Stat tatus s Cha hang nge – Pa Part 1 1
Changing an associate’s status to reflect a leave of absence is a three part process. Part 1 is entering the leave information within the Ma Manage ge Pers erson form on the Extra I a Informat ation n tab.
Manage e Employmen ent t page, from the Edi dit t drop- down, click Upda pdate.
Emp mployme ment window select the Effecti ctive e Start D rt Date, the Acti ction
ion R Reason son of “Leave of Absence,” and click OK OK.
gnment nt S Status drop-down, select CFML ML.
ew button, followed by Submi mit.
Done button, followed by Clos lose.
Man anag age a a Leav ave o
sence S Stat tatus s Cha hang nge – Pa Part 2 2
Part two in this process involves updating the associate’s employment status and providing a reason for the status change.
Manage e Employmen ent t page, from the Edi dit t drop- down, click Upda pdate.
Emp mployme ment window select the Effecti ctive e Start D rt Date, the Acti ction
ion R Reason son of “Return from LOA,” and click OK OK.
gnment nt S Status drop-down, select Active ive - Payr yrol
l Eligib ible le.
ew button, followed by Submi mit.
Done button, followed by Clos lose.
Man anag age a a Leav ave o
sence S Stat tatus s Cha hang nge – Pa Part 3 3
Part three in this process involves updating the employment status once the associate returns.
If the associate is on intermittent leave they should stay in the CFML status until their leave ends or their hours are exhausted.
Promot
ns and nd T Transfers
As HR associates you have the capability to complete promotions and transfers directly within Hoshonti. If an associate is being transferred to a different Legal Entity, it is considered a Global Transfer.
Manage e Employmen ent t page, from the Edi dit t drop- down, click Upda pdate.
Emp mployme ment window select the Effecti ctive e Start D rt Date, the Acti ction
Transfer,” the applicable Action ion Reason
and click OK OK.
as a result of the promotion or transfer.
ew button and then the Submi mit button.
If the associate’s salary is impacted, refer to the Change an Associate’s Salary job aid.
View an an Asso ssociate’s A s Assi ssignment Hist story
You can view an associate’s history of changes within Hoshonti. This functionality allows you to view all records of changes.
My Clien ent Gr Groups tab, followed by the Pers erson Ma Managem ement icon.
Searc rch area and click the Searc rch button.
Ma Manage E Emp mployment page.
iew Hist istory button.
ective Start t Date e link to view additional details.
Done button.
Mass U ass Upda dates
Mass updates allow multiple employment records to be modified under one submitted request. An example of a mass update is completing a mass manager change or a mass transfer. HR associates should work with HRIS if a mass update is required.
Lesso sson 3 3 - Obje ject ctives
Upon completion of this lesson, you will be able to:
Vol
untary a and nd Inv Invol
untary T Termina nation
Each predefined termination action is associated with a termination type (either voluntary or involuntary) to help categorize the termination.
luntary y Termin ination ion include: retirement, resignation, and reduction in force
y Termin ination ion include: involuntary termination and involuntary terminate placement
Termina nate a an n Asso ssociat ate
When an associate is terminated, details need to be entered noting when and why the termination is happening, along with information around the associate’s Hoshonti access and rehire eligibility.
Manage e Work rk Relation ionsh ship from, click the Action ions drop-down list, followed by the Termi erminate option.
Termi erminate Work rk Rel elationship page.
ew button.
mit button.
Fut utur ure Da Date a an Ina n Inactive – No P Payroll ll Statu atus
After entry of a termination or approval of a termination submitted by a line manager, HR is responsible for changing the associate's status to "Inactive - No Payroll" with a 35 day future effective date.
erson Ma Managemen ent form:
de te terminated ed w work re relatio ionship ips option.
tive As As-Of f Date e as 35 35 days past termination date.
rch, followed by clicking on the individual’s name.
dit button, select the Upda pdate te
ective e Start rt Date te of 35 days after the termination, Action ion, and Action ion Reason son.
gnme ment Status us to Inacti ctive e – No P Payr yrol
ew button and then click the Submi mit button.
Final al Cl Close se a a Payr ayroll R Relati ationship
Upon the termination of an associate, the associate’s Payroll Relationship must be changed with an effective date of 35 days past the termination.
erson Ma Managemen ent form:
de te terminated ed w work re relatio ionship ips option.
tive As As-Of f Date e as 35 35 days past termination date.
rch.
Actio ions drop-down menu, select Payro roll, followed by Allocated C Checklis list.
ement Duration Dates, select Fin inal l Close lose > Edi dit and then enter the date 35 days after the termination.
Rev evers rse a a Term ermination
An associate may be terminated but the termination sometimes needs reversed. In Hoshonti you can go into the system and easily reverse a termination.
My Clien ent Gr Groups tab, followed by the Person son Ma Manageme ment icon.
information in the Searc rch area and click the Sea earch button. Check the Include de termi erminated wo work rk rel elationships checkbox.
Tasks button and select the Ma Manage W Work rk R Rel elationships.
ions drop-down and View Termin ination ion Reverse se T Termin ination ion.
Rehire an an Asso ssociat ate
An associate can be rehired in the system using the Manage Work Relationship form.
My C Clien ent Gr Groups tab, followed by the Pers erson Ma Managem ement icon.
information in the Searc rch area and click the Sea earch button.
erminated ed wo work rk relation ionsh ship ips s checkbox.
Tasks button and select Create te Work R Relation ionsh ship ip.
Rehir ire a an Associa ciate (co (contin inued)
Empl ployee from the Action ion drop-down menu.
section.
Relation ionsh ship ip section enter the Accr ccrual D Date te.
crual Gr Grandfather ered value.
Manage ger, Payroll Details, ils, Paym yment Details, ils, and Salary Infor
ion sections.
mit button.
s tab, followed by the Repo ports and A Analyt lytic ics s icon.
te button and then select Analysis lysis.
bject A Area and then click Continue.
the applicable Subj bject A Area.
the top.
mit button.
Custom R m Repor
An analysis can be created using the Reports and Analytics work area. These steps are primarily performed by HRIS. A HEAT ticket should be submitted if a new report is required.
s tab, followed by the Repo ports and A Analyt lytic ics s icon.
se C Catalog log button. Use the drop-down carat icons to expand the folder section you wish to expand.
pen button underneath the applicable report.
use.
Run Standar dard R d Reports ts
In Hoshonti there are a number of standard reports you can run from the Catalog. Both standard reports and reports created by HRIS are accessed from Shared Folders > Human Capital Management.
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Summary
Now that you have completed this course, you will be able to:
Hos
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Hos
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Simulations, Job Aids, and Quick Reference Guides are available within ENGAGE for the topics that follow.
Creating a Pending Worker* Managing Areas of Responsibility* Converting a Pending Worker into an Employee* Transferring a Worker Using a Scheduled Process to Convert a Pending Worker* Creating a Mass Transfer Using Mass Updates Hiring an Employee Terminating an Employee Managing Approval Transactions* Creating an Analysis with the Reports and Analytics Work Area Managing Employment Information Configuring Dashboard Pages*
Those with an asterisk (*) next to are covered within ENGAGE but not in this course.
Click Question Mark for additional navigation features Move ahead Can also move the wheel position by clicking and dragging the center circle
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Whe heel
Move back
Hos
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Show Me Do It
For technical assistance : 580-924-8280 ext.4357 For “How To” assistance: www.choctawnation.com/Hoshonti
Wher ere t e to Get et H Hel elp
Evaluati ation https: s://ti tinyu yurl.com/Hosh shonti tiEval al