## JD Edwards EnterpriseOne Human Capital Management Self-Service Preface

This preface discusses:

- JD Edwards EnterpriseOne products.

- JD Edwards EnterpriseOne application fundamentals.

- Common elements used in this implementation guide.

### JD Edwards EnterpriseOne Products

This implementation guide refers to these JD Edwards EnterpriseOne products from Oracle:

- JD Edwards EnterpriseOne Work Orders.

- JD Edwards EnterpriseOne Benefits.

- JD Edwards EnterpriseOne Address Book.

- JD Edwards EnterpriseOne Time and Labor.

- JD Edwards EnterpriseOne Human Resources.

### JD Edwards EnterpriseOne Application Fundamentals

Additional, essential information describing the setup and design of your system appears in a companion volume of documentation called JD Edwards EnterpriseOne Financial Management Application Fundamentals 9.0 Implementation Guide.

Customers must conform to the supported platforms for the release as detailed in the JD Edwards EnterpriseOne minimum technical requirements. In addition, JD Edwards EnterpriseOne may integrate, interface, or work in conjunction with other Oracle products. Refer to the cross-reference material in the Program Documentation at http://oracle.com/contracts/index.html for Program prerequisites and version cross-reference documents to assure compatibility of various Oracle products.

See Also

JD Edwards EnterpriseOne Financial Management Application Fundamentals Preface

### About This Documentation

A companion Guide called About This Documentation contains general information, including:

- Related documentation, common page elements, and typographical conventions for guides.

- Information about using guides and managing the documentation library.

- Information on the International Organization for Standardization (ISO) country and currency codes used within documentation.

- A glossary of useful JD Edwards EnterpriseOne terms that are used in documentation.

See Also

About This Documentation Preface

Using Implementation Guides

Managing the Online Library and Implementation Guides

ISO Country and Currency Codes

Glossary of JD Edwards EnterpriseOne Terms

### Common Elements Used in This Implementation Guide

Add Opt | Enter a code that identifies any additional options available for a benefit plan that have been defined in the Plan Additional Options table (F083202). Note. Additional options must have the same provider, policy number, and enrollment and eligibility rules as the benefit plan to which they are associated.
Address Number | Enter a number that identifies an entry in the JD Edwards EnterpriseOne Address Book system, such as employee, applicant, participant, customer, supplier, tenant, or location.
Benefit Group | Enter the benefit group to which the employee is assigned. Benefit groups facilitate employee enrollment by categorizing benefit plans and allowing enrollment rules for those categories. For example, assigning an employee to an executive (EXEC) benefit group automatically links the employee to the benefits available to executives in your organization.
Business Unit | Enter an alphanumeric code that identifies a separate entity within a business for which you want to track costs. For example, a business unit might be a warehouse location, job, project, work center, branch, or plant. You can assign a business unit to a document, entity, or person for purposes of responsibility reporting. For example, the system provides reports of open accounts payable and accounts receivable by business unit to track equipment by responsible department. Business unit security might prevent you from viewing information about business units for which you have no authority.
Calendar Year | Enter the four-digit calendar year.
Category Type | Enter a code that identifies categories for DBAs that use special flex calculation plans, such as lump sum employer flex credits and employee flex deductions when remaining flex credits are negative.
Change Reason | Enter a code that indicates the reason for the action or change. For example, if a manager changes an active employee's record, terminates an employee, or recommends a change in salary or rate, the system displays a form on which a reason is indicated. This is a UDC(06/T). If you are reactivating an employee, the code must be numeric. The code for new hires is the default reason code.
Company | Enter the company to which the employee is assigned. This code is used to store historical payroll information and to determine accounts for some journal entries. A code that identifies a specific organization, fund, or other reporting entity. The company code must already exist in the Company Constants table (F0010) and must identify a reporting entity that has a complete balance sheet. At this level, you can have intercompany transactions. Note. You can use company 00000 for default values such as dates and automatic accounting instructions. You cannot use company 00000 for transaction entries.
D B | Enter a code that indicates whether the person is a dependent or a beneficiary of the employee. Valid codes are: D: The person is a dependent. B: The person is a beneficiary. Blank: The system automatically designates the person as a beneficiary or dependent, depending on the benefit plan type.
Data Item | Enter a code that the system uses to determine which fields in the Employee Personal Information forms are hidden or displayed.
Date Updated | Enter the date that specifies the last update to the file record.
Effective Date | Enter a date when all changes will take effect or the date when the changes went into effect. The effective date is used generically. It can be a lease effective date, a price or cost effective date, a currency effective date, a tax rate effective date, a benefit enrollment effective date, or whatever is appropriate.
Effective On | Enter a date on which all changes take effect or the date on which the changes went into effect.
Electronic Signature ID | No action required. A code that identifies an electronic signature that the system assigns when an employee approves of an action in a self-service process.
Ending Date | Enter the date on which the item, transaction, or table becomes inactive, or through which you want transactions to appear. This field is used generically throughout the system. It could be a lease effective date, a price or cost effective date, a currency effective date, a tax rate effective date, or whatever is appropriate.
Enrollment Event Code | Enter the user defined code (08/BE) that you use to denote an enrollment event such as marriage.
Enrollment Event Type | Enter a value that indicates the event during which the enrollment occurs. Values include: 1: Open Enrollment 2: Enrollment for current plan year
Employee Flex Cost | Enter the amount of flex benefit credits used by the employee.
Group Category or Benefit Group Category | Enter the category of a benefit group. The category is used to group benefit plans according to the type or rule. For example: MEDICAL: Required Medical Selections DENTAL: Optional Dental Selections LIFE: Required Life Ins Selections Valid categories are set up in the Generic Rate and Message table (F00191) for system 08/type SG. Associated text for categories is stored in the General Message Detail table (F00192). For more information, see program P00191.
Home Business Unit | The number of the business unit in which the employee generally resides.
Home Company | Enter a code that specifies whether the system displays the Home Company field on employee self-service time entry forms. The home company specifies the company for which the employee worked for the associated timecard. Values are: 1: Display this field. Blank: Do not display this field. This is default value.
Job Step | Enter a user defined code (07/GS) that designates a specific level within a particular job type. The system uses this code in conjunction with job type to determine pay rates by job in the Pay Rates table.
Job Type | Enter a user defined code (07/G) that defines the jobs within your organization. You can associate pay and benefit information with a job type and apply that information to the employees who are linked to that job type. You also associate pay and benefit information with a job type when you define jobs on Job Entry and Evaluation (P08001). Certain pay and benefit information that you associate with a job type defaults in the Employee Entry forms when you are adding a new employee to the database.
Language or Language Code | Enter a user defined code (01/LP) that specifies the language to use on forms and printed reports. Before you specify a language, a code for that language must exist at either the system level or in your user preferences.
Order Number | A number that identifies an original document. This document can be a voucher, a sales order, an invoice, unapplied cash, a journal entry, and so on.
Pay Class(H/S/P) | Enter a code that specifies how an employee is paid. Valid codes are: H: Hourly S: Salaried P: Piecework
Pay Frequency | Enter a user defined code (07/PF) that indicates how often an employee is paid. Valid codes are: B: Biweekly W: Weekly S: Semimonthly M: Monthly A: Annually C: European Annualized The system uses the value in the Description field on user defined codes to calculate the amount per pay period for a salaried employee.
Track PCP Flag | Enter an option that specifies whether the benefit plan or benefit plan option tracks primary care physician numbers. If you select this option, then the system displays a form during the enrollment process for an employee to enter the number for a primary care physician.
PCP Number | Enter a code that identifies the employee's or dependent's Primary Care Physician (PCP).
PCP Visited | Enter an option that indicates whether an employee has previously visited the primary care physician. Values are: 0: No 1: Yes
Plan Cost | Enter the cost that the system calculates for a plan or plan option.
Plan Credit | Enter the credit that the system calculates for a plan or plan option.
Plan Grouping Code | Enter an option that allows the user to designate which benefit plans or benefit plan options are related, based on a provider or other criteria.
Plan ID | Enter an abbreviation or number that identifies a specific employee benefit. Examples are: Employee Health Insurance Accidental Death and Dismemberment Health Club Expense Reimbursement Employee Stock Appreciation Rights A benefit plan typically is associated with a deduction, benefit, or accrual. For example, a medical plan is a benefit that might also require a deduction to withhold premiums from an employee's pay.
Portal URL Links | Enter text that defines a portal URL link. This field displays the URL or code to use when the user executes the associated function.
Program ID | No entry required. The number that identifies the batch or interactive program (batch or interactive object). For example, the number of the Sales Order Entry interactive program is P4210, and the number of the Print Invoices batch process report is R42565. The program ID is a variable length value. It is assigned according to a structured syntax in the form TSSXXX, where: T: The first character of the number is alphabetic and identifies the type, such as P for Program, R for Report, and so on. For example, the value P in the number P4210 indicates that the object is a program. SS: The second and third characters of the number are numeric and identify the system code. For example, the value 42 in the number P4210 indicates that this program belongs to system 42, which is the Sales Order Processing system. The remaining characters of the number are numeric and identify a unique program or report. For example, the value 10 in the number P4210 indicates that this is the Sales Order Entry program.
Required Location Fields | Enter a value that represents the number of location category codes you need to know to accomplish the current setup task. For example, to install a telephone you might need to know the first four location codes (state, city, building, and office number). To set up a computer account, you might need to know only the first two location codes (state and city).
Send Email | Enter a code that specifies whether the workflow process sends an email message when processing the task. The workflow process creates the email message by combining the media object associated with the setup task and the comments associated with the employee's actual task. Values are: T: True. Send an email message. F: False. Do not send an email message.
Seq. Num. | Enter a number used to sequence information for review purposes only. Use this field to specify the order in which categories appear on the Enrollment with Eligibility form and Benefits Employee Self-Service forms.
Shift Differential | Enter a code that specifies whether the system displays the Amount - Shift Differential field on employee self-service time entry forms. This value represents any additional earnings that are applied to an employee's rate of pay due to the shift the employee works. Values are: 1: Display this field. Blank: Do not display this field. This is the default value.
Stay In Group | Enter a code that identifies what plans an employee can elect during a life event change. Values are: 0: An employee can enroll in any other valid benefit plan or benefit plan option in the same benefit category. 1: An employee can enroll in a valid benefit plan and benefit plan option within the same plan grouping code (PLNGRP) as the benefit plan in which he or she is currently enrolled.
Sub Class | Enter a code that represents the classification of the current task. The system uses this code to further define the task.
Task Type | Enter a code that represents the primary category or classification of an employee setup task. Define the valid values in user defined code list 08/T1.
Time Updated | No entry required. The time that specifies when the program executed the last update to this record.
Union or Union Code | Enter a code that specifies whether the system displays the Union Code field on employee self-service time entry forms. This user defined code (06/UN) represents the plan or union in which an employee works or participates. Values are: 1: Display this field. Blank: Do not display this field. This is the default value.
Update Time | No entry required. Time that object was updated.
Updated By | No entry required. This field is updated with the user ID of the person who last updated the field.
URL Type | Enter a code that forms a part of the index keys to identify the URL that is associated with the record.
User ID | No entry required. A code that identifies a user profile.
Version | Enter a user-defined set of specifications that control how applications and reports run. You use versions to group and save a set of user-defined processing option values and data selection and sequencing options. Interactive versions are associated with applications (usually as a menu selection). Batch versions are associated with batch jobs or reports. To run a batch process, you must select a version.
Work Stn ID | No entry required. The code that identifies the work station ID that executed a particular job.