PER Organization Hierarchy

Description:

Master data report showing hierarchical list of human resource organization structures including subordinate orgs.

Parameters

Business Group, Hierarchy Name, Top Level Organization

Used tables

hr_organization_information, per_organization_structures, per_org_structure_versions, hr_all_organization_units_vl, per_org_structure_elements, per_all_assignments_f, per_business_groups

Dependencies

If you would like to try one of these Oracle EBS SQLs without having Blitz Report installed, note that some of the reports require functions from utility package xxen_util.

Example Report

PER Organization Hierarchy 29-Jan-2020 051446.xlsx

Report SQL

www.enginatics.com/reports/per-organization-hierarchy/

Blitz Report™ import options

PER_Organization_Hierarchy.xml

Case Study & Technical Analysis: PER Organization Hierarchy Report

Executive Summary

The PER Organization Hierarchy report is a critical Human Resources master data report that provides a detailed, hierarchical listing of an organization’s structure within Oracle HR. It displays the reporting relationships between organizations, including subordinate entities, allowing HR professionals, managers, and executives to visualize and analyze the company’s structural framework. This report is indispensable for understanding reporting lines, supporting organizational design initiatives, and ensuring accurate HR data management for various HR functions like payroll, benefits, and talent management.

Business Challenge

Understanding and maintaining an accurate organizational hierarchy is fundamental for effective HR and business operations. Organizations often face significant challenges in managing this complex structure within Oracle EBS:

Visualizing Complex Structures: Large enterprises have intricate organizational structures that are difficult to visualize and comprehend using standard Oracle forms, which typically show one organization at a time.
Maintaining Data Accuracy: Organizational changes (mergers, new departments, restructuring) are frequent. Ensuring that the HR system accurately reflects the current and historical hierarchies is a continuous and often manual challenge.
Impact on Downstream Processes: The organizational hierarchy impacts numerous HR and financial processes, including security, approvals, reporting, and payroll. Inaccurate hierarchies can lead to incorrect data visibility, approval bottlenecks, or misallocated costs.
Reporting and Analysis: Generating reports based on organizational structure (e.g., headcount by department, cost by business unit) is a common requirement, but often requires specialized reporting tools or manual data manipulation.

The Solution

This report provides a clear, hierarchical, and easily auditable view of the organizational structure, directly addressing the complexities of managing enterprise hierarchies.

Hierarchical Visualization: It presents the organizational structure in a clear, indented format, making it easy to understand reporting lines and the relationships between parent and child organizations.
Accurate Structural Data: By extracting data directly from Oracle HR’s core organization setup tables, the report provides a reliable source of truth for the current and historical organizational structure.
Supports Strategic HR: HR managers and executives can use this report for workforce planning, reorganizational design, and analyzing the impact of structural changes on staffing and costs.
Enhanced Compliance and Audit: The report serves as vital documentation for internal and external audits, demonstrating how the organization is structured for various compliance and operational purposes.

Technical Architecture (High Level)

The report queries core Oracle HR tables that define organizational structures and their hierarchical relationships.

Primary Tables Involved:
- per_organization_structures (defines the overall organizational structure).
- per_org_structure_versions (stores different versions of an organizational structure, allowing for historical views).
- per_org_structure_elements (the critical table that defines the parent-child relationships between organizations within a hierarchy).
- hr_all_organization_units_vl (for the names and details of individual organizations).
- per_business_groups (for overall business group context).
Logical Relationships: The report begins by identifying a specific Hierarchy Name and its active Version. It then traverses the per_org_structure_elements table, starting from a Top Level Organization, to recursively build the hierarchy. For each organization in the hierarchy, it retrieves its details from hr_all_organization_units_vl.

Parameters & Filtering

The report offers flexible parameters for targeted analysis of the organizational hierarchy:

Business Group: Filters the report to a specific legal entity or organizational grouping.
Hierarchy Name: Allows users to select a specific organizational hierarchy (e.g., ‘Departmental Hierarchy’, ‘Legal Entity Hierarchy’) if multiple structures are defined.
Top Level Organization: A crucial parameter that allows users to view the hierarchy starting from a specific parent organization down, rather than the entire enterprise structure. This is vital for managers focused on their specific span of control.

Performance & Optimization

As a master data report dealing with hierarchical structures, it is optimized by its ability to limit the scope of the query.

Hierarchy-Driven Retrieval: The parameters Hierarchy Name and Top Level Organization are crucial for performance. By specifying a subset of the hierarchy, the database can efficiently traverse the per_org_structure_elements table to build the requested structure.
Indexed Relationships: The underlying tables are typically indexed on parent-child relationships (e.g., organization_id_parent, organization_id_child), allowing for quick traversal of the hierarchy.

FAQ

1. What is the difference between an ‘Organization’ and an ‘Organization Hierarchy’? An ‘Organization’ (e.g., “Sales Department,” “Manufacturing Plant”) is a distinct entity within Oracle HR. An ‘Organization Hierarchy’ is a defined structure that links these individual organizations together in a parent-child relationship, showing reporting lines or functional groupings across the enterprise.

2. Can this report show all employees within each organization in the hierarchy? This report focuses on the organizational structure itself. While related to employee data, it does not typically show individual employees within each organization. A separate report, possibly joining PER Employee Assignments with this hierarchy, would be needed for that level of detail.

3. Why would an organization have multiple hierarchies? Organizations may have multiple hierarchies for different purposes. For example, a company might have a ‘Line Management Hierarchy’ for reporting lines, a ‘Legal Entity Hierarchy’ for financial consolidation, and a ‘Cost Center Hierarchy’ for expense allocation. This report allows you to view any of these defined structures.

Oracle E-Business Suite Reporting Library

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Alert	CRM Foundation
ALR Alerts	JTF Grid Datasources
Contracts Core	Lease and Finance Management
OKC Contract Lines Summary	OKL Termination Quotes
Payments	Process Manufacturing Inventory
IBY Payment Process Request Details	GMI Cycle Count Forms
Public Sector Financials	Shipping Execution
PSA Budgetary Control Transactions	WSH Shipping/Delivery Transactions
Warehouse Management	XML Publisher
WMS Control Board Tasks	XDO Publisher Data Definitions
Capacity	Legal Entity Configurator
CRP Available Resources CRP Resource Plan	XLE Establishment and Legal Entity Associations XLE Legal Entities
Service Contracts	Applications DBA
OKS Service Contracts Billing History OKS Service Contracts Billing Schedule	AD Applied Patches AD Applied Patches 11i AD Applied Patches R12.2
Enterprise Asset Management	Installed Base
EAM Assets EAM Weekly Schedule EAM Work Orders	CSI Customer Products Summary CSI Installed Base Extended Attributes Summary CSI Installed Base Summary by Organization
Payroll	Process Manufacturing
PAY Costing Detail PAY Employee Payroll History PAY Payroll Element Details	OPM Batch Lot Cost Details OPM Batch Lot Cost Trends OPM Reconcilation
Subledger Accounting	Workflow
XLA Distribution Links Summary XLA Entity ID Mappings XLA Subledger Period Close Exceptions	WF Activity Status Summary WF Business Events and Subscriptions WF Notifications
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Advanced Pricing	Bills of Material
QP Customer Pricing Engine Request QP Modifier Details QP Price Lists QP Pricing Agreements QP Pricing Attribute Definitions	BOM Bill of Material Structure BOM Calendar Exceptions BOM Calendars BOM Item Where Used GUI BOM Routings
Property Manager	Advanced Supply Chain Planning
PN GL Reconciliation PN Generate Lease Analysis PN Generate Lease Details PN Generate Portfolio Detail PN Generate Portfolio Summary	MSC Exceptions MSC Horizontal Plan MSC Pegging Hierarchy MSC Pegging Hierarchy 11i MSC Plan Orders MSC Vertical Plan
E-Business Tax	Projects
ZX Financial Tax Register ZX Lines Summary ZX Party Tax Profiles ZX Tax Accounts ZX Tax Regimes ZX US Sales Tax	PA Capital Project Summary with Asset Detail PA Project Budget PA Revenue, Cost, Budgets by Resources PA Revenue, Cost, Budgets by Work Breakdown Structure PA Task Schedule PA Transaction Sources
Human Resources	Master Scheduling/MRP
PER Employee Assignments PER Employee Grade Changes PER Employee Salary Change PER Information Type Security PER Organization Hierarchy PER Organizations PER Security Profiles	MRP End Assembly Pegging MRP Exceptions MRP Financial Analysis MRP Horizontal Plan MRP Item Forecast MRP Pegging MRP Plan Orders MRP Sourcing Rules and Bills of Distribution
Order Management	Work in Process
ONT Cancelled Orders ONT Order Holds ONT Orders ONT Orders and Lines ONT Recurring Billing Plan ONT System Parameters ONT Transaction Types Listing ONT Transaction Types and Line WF Processes	WIP Account Distribution WIP Discrete Job Shortage WIP Entities WIP Entities Summary WIP Outside Processing WIP Required Components WIP Value WIP Value Summary
Cash Management	Cost Management
CE Bank Account Balances CE Bank Branches CE Bank Statement Import Execution CE Bank Statement and Reconciliation CE Bank Transaction Codes Listing CE Cash in Transit CE Cleared Transactions CE General Ledger Cash Account Usage CE General Ledger Reconciliation CE Transactions Available for Reconciliation	CST AP and PO Accrual Reconciliation CST COGS Revenue Matching CST Cost Groups CST Detailed Item Cost CST Inventory Value - Multi-Organization (Element Costs) 11i CST Inventory Value - Multi-Organization (Item Costs) CST Inventory Value Report - by Subinventory (Item Cost) CST Item Cost Reports CST Miscellaneous Accrual Reconciliation CST Period Close Subinventory Value CST Period Close Subinventory Value Summary CST Periodic Inventory Value CST Supply Chain Indented Bills of Material Cost CST Uninvoiced Receipts
Purchasing	Discoverer
PO Approval Assignments PO Approval Groups PO Approved Supplier List PO Cancelled Purchase Orders PO Cancelled Requisitions PO Document Types PO Headers PO Headers 11i PO Headers and Lines PO Headers and Lines 11i PO Internal Requisitions and Sales Orders PO Internal Requisitions/Deliveries Discrepancy PO Invoice Price Variance PO Purchase Price Variance PO Purchase Requisitions with PO Details	DIS Access Privileges DIS Business Areas DIS Discoverer and Blitz Report Users DIS End User Layers DIS Folders, Business Areas, Items and LOVs DIS Import Performance DIS Items, Folders and Formulas DIS Migration identify missing EulConditions DIS Users DIS Workbook Export Script DIS Workbook Import Validation DIS Workbook Owner Export Script DIS Workbooks, Folders, Items and LOVs DIS Worksheet Execution History DIS Worksheet Execution Summary DIS Worksheet SQLs
Assets	Payables
FA Additions By Source FA Asset Additions FA Asset Book Details FA Asset Book Details 11i FA Asset Cost FA Asset Impairments FA Asset Inventory FA Asset Inventory Report FA Asset Reclassification FA Asset Register FA Asset Retirements FA Asset Summary (Germany) FA CIP Cost FA Cost Adjustments FA Depreciation Projection FA Depreciation Reserve FA Journal Entry Reserve Ledger FA Revaluation Reserve FA Tax Reserve Ledger	AP 1099 Payments AP Accounted Invoice Aging AP Cash Requirement AP DPIVA Export LSNA AP Expenses AP Final Payment Register 11i AP Intercompany Invoice Details AP Invoice Approval Status AP Invoice Audit Listing AP Invoice Payments AP Invoice Payments 11i AP Invoice on Hold AP Invoice on Hold 11i AP Invoices and Lines AP Invoices and Lines 11i AP Invoices with PO, Intercompany and SLA Details AP Matched and Modified Receipts AP Negative Supplier Balance AP Open Balances Revaluation AP Open Items Revaluation AP Posted Invoice Register AP Posted Payment Register AP Preliminary Payment Register 11i AP Supplier Statement AP Suppliers AP Suppliers 11i AP Suppliers Revenue Summary AP Suppliers Revenue Summary 11i AP Trial Balance AP Trial Balance Report Definitions
Receivables	General Ledger
AR Adjustment Register AR Aging AR Aging Buckets and Interest Tiers Setup AR Applied Receipts AR Autoinvoice Interface Summary AR Customer Credit Limits AR Customer Credit Snapshot AR Customer Open Balances Period Lookback AR Customer Statement AR Customers and Sites AR Disputed Invoice AR European Sales Listing AR Incomplete Transactions AR Miscellaneous Receipts AR Miscellaneous Receipts 11i AR Open Balances Revaluation AR Open Items Revaluation AR Past Due Invoice AR Payment Terms AR Receipt Register AR Sales Journal By Customer AR Transaction Register AR Transaction Types AR Transactions and Lines AR Transactions and Lines 11i AR Transactions and Payments AR Transactions and Payments 11i AR Unaccounted Transaction Sweep AR Unapplied Receipts Register AR to GL Reconciliation	GL Account Analysis GL Account Analysis (Distributions) GL Account Analysis (Distributions) 11g GL Account Analysis (Drilldown) GL Account Analysis (Drilldown) (with inventory and WIP) GL Account Analysis 11g GL Account Analysis 11i GL Balance GL Balance (pivot) GL Balance by Account Hierarchy GL Code Combinations GL Daily Rates GL Data Access Sets GL FSG Reports GL FSG Row Orders GL Financial Statement and Drilldown (FSG) GL Header Categories Summary GL Journals GL Journals (Drilldown) GL Journals (Drilldown) 11g GL Journals 11i GL Ledger Sets GL Ledgers and Legal Entities GL Ledgers and Organizations GL Oracle FSG Converter GL Oracle FSG Converter 11g GL Period Status GL Periods GL Summary Templates GL Trial Balance - Detail GL effective vs accounting vs period start and end date comparison
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Application Object Library	Database Administration
FND Application Context File FND Applications FND Attached Documents FND Attachment Functions FND Audit Setup FND Audit Table Changes by Column FND Audit Table Changes by Record FND Concurrent Managers FND Concurrent Program Incompatibilities FND Concurrent Programs and Executables FND Concurrent Programs and Executables 11i FND Concurrent Request Conflicts FND Concurrent Requests FND Concurrent Requests 11i FND Concurrent Requests Summary FND Data Groups FND Descriptive Flexfield Table Columns FND Descriptive Flexfields FND Document Categories FND Document Sequence Assignments FND Document Sequences FND FNDLOAD Object Transfer FND Flex Hierarchies (Rollup Groups) FND Flex Value Hierarchy FND Flex Value Security Rules FND Flex Value Sets, Usages and Values FND Flex Values FND Form Functions FND Forms Personalizations FND Help Documents and Targets FND Histogram Columns FND Key Flexfields FND Languages FND Lobs FND Log Messages FND Lookup Search FND Lookup Values FND Lookup Values Comparison between environments FND Menu Entries FND Messages FND Nodes FND Profile Option Values FND Profile Options FND Request Groups FND Responsibilities FND Responsibility Access FND Responsibility Access 11i FND Responsibility Menu Exclusions FND Role Hierarchy FND Roles FND Rollup Groups FND SOA Runtime Error FND Tables and Columns FND User Login History FND User Login Page Favorites FND User Login Summary FND User Responsibilities FND User Roles FND User Roles 11i FND Users	DBA AWR Active Session History DBA AWR Blocking Session Summary DBA AWR CPU Load (active session history) DBA AWR CPU vs Wait Time Summary DBA AWR Interconnect Traffic DBA AWR Latch Summary DBA AWR Latch by Time DBA AWR PGA History DBA AWR SQL Execution Plan History DBA AWR SQL Performance Summary DBA AWR Settings DBA AWR System Metrics Summary DBA AWR System Time Percentages DBA AWR System Time Summary DBA AWR Tablespace Usage DBA AWR Wait Class by Time DBA AWR Wait Event Summary DBA AWR Wait Event Summary (active session history) DBA Alert Log DBA Archive / Redo Log Rate DBA Automated Maintenance Tasks DBA Blocking Sessions DBA CPU Benchmark1 DBA CPU Benchmark2 DBA CPU Benchmark3 DBA Dependencies (used by) DBA Dependencies (uses) DBA Editioned Object Summary DBA Editions DBA External Table Creation DBA Feature Usage Statistics DBA Hierarchical Profiler Data DBA Index Columns DBA Jobs DBA Log Switches DBA Objects DBA Parameters DBA Profiler Data DBA Redo Log Files DBA Registry SQL Patch DBA Result Cache Objects and Dependencies DBA Result Cache Statistics DBA SGA Active Session History DBA SGA Blocking Session Summary DBA SGA Buffer Cache Object Usage DBA SGA CPU Load (active session history) DBA SGA Memory Allocation DBA SGA SQL Execution Plan History DBA SGA SQL Performance Summary DBA SGA Target Advice DBA SGA Wait Event Summary (active session history) DBA SGA+PGA Memory Configuration DBA Scheduler Jobs DBA Segments DBA Session Longops DBA Table Columns DBA Table Modifications DBA Tablespace Usage DBA Text Search DBA Trace File Contents