Wednesday, August 12, 2009

CORE HR: Pre-requisites for an organization to be available for an employee assignment

Issue: Client has created an organization and classified it as HR Organization. However, the same is not visible from the Employee Assignment screen.

Analysis: For an organization to be available in the Employee’s assignment, there are two conditions to be satisfied:
The organization should have a classification as HR Organization
The organization should be classified as an internal organization.

Steps to address the issue:
Responsibility: US Super HRMS Manager (or equivalent)
Navigation: Work Structures>Organization > Description
Query the Organization.

Query the Organization. Example ‘0805’ is an organization to which People have to be attached.

Once these two conditions are satisfied, then the organization will become visible from an assignment screen as shown here:

A Note on Organization Types: Organization Types are defined by the user and are used for Reporting purposes only. They have no other significant impact in the way the organization functions. Businesses have different levels of hierarchy and may call their various levels by different names. Example: At the Highest level, we may have the Corporate Office (Headquarters) Below that we may have the zonal head offices (called Divisions) Below the Divisions, we may have several Business Units and below them may be the various Groups. Finally Cost Centers (departments) may be the lowest level to which employees are attached. So to accommodate this type of a hierarchy structure, we can create various types called as Corporate Office, Divisions, Business Units, Groups and Cost Centers.
Use the Lookup Type called “ORG_TYPE” to create / edit the various Organization Types. A sample list of Org Type is shown here:

Navigation: Other Definitions > Lookup Tables

Internal versus External Organization: Use the Internal or External field to select whether the organization is internal to the enterprise or external. Example of External Organization includes: Benefit Carriers, third party insurance and benefit carriers, agencies to receive alimony payments or Child Support. For an organization to be available in the assignment window, as described above, the field should be populated as an Internal organization.

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