Fusion Hcm Implementation Guide 5p4d2

. 5. Click the Search button. 6. Click in the Task field and enter Manage Absence Types. 7. Click the Search button. 8. Click the Go to Task button. 9. On the Manage Absence Types task page, click the Create button. 10. Click the Help button. Information: The application displays the topics that are linked to the current page. This type of help provides: * Brief, contextual help for a page or region * Links to nonembedded help related to that page or region. Pointing to a link provides a brief summary of the topic. Clicking one of the links opens the topic in Oracle Fusion Applications Help. 11. Click the Absence Duration Calculation: Critical Choices link. Information: The Oracle Fusion Applications Help Portal opens, with the topic that you selected. 12. Close the browser tab to return to the Oracle Fusion Application tab. 13. Click the Close button. 14. Point to the help icon beside the Allows updates to absence duration option. Information: This type of help provides a definition of the prompt or label for the interface component. 15. Return to the Help Portal to explore more search options for help topics.

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Copyright © 2012, Oracle and/or its s. All rights reserved.

Oracle Internal & Oracle Academy Use Only

Home work area, Welcome page.

Lesson 1: Course Overview

16. Click the Absence Duration Calculation: Critical Choices tab. The Oracle Fusion Applications Help Portal appears. Information: You can review the current topic, and if this topic doesn't answer your question, you can click the Search tab to search for more topics. 17. Click the Search tab. Information: The Oracle Fusion Applications Help Portal displays all of the topics related to the Define Absences group of tasks.


In Oracle Fusion Applications Help, you can read more about the setup tasks covered in this course. There are several Search by... navigator s. In this course we are most interested in the Search by Functional Setup navigator. 18. Click the Show this link. 19. Click the Offerings link. 20. Click the Workforce Deployment link. 21. Click in the Search field. Information: You can narrow your search using keywords. 22. Enter absences. 23. Click the Search button. All topics that have the word absences in them are displayed. Information: You can also find guides in the Oracle Fusion Applications Help Portal. 24. Click the All link. 25. Click the Guides link. 26. Click the Workforce Deployment link. All guides for the Workforce Deployment offering are displayed. Information: You can return to the application page by selecting the tab for the page. 27. Click the Overview - Setup and Maintenance - Oracle Applications tab. Contextual page-level and Oracle Fusion Applications Help assistance s your learning, and is never more than a few clicks away!


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Lesson 1: Course Overview

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Lesson 2: Getting Started with an Implementation




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There are no demonstrations or activities for this lesson

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Lesson 3: Introducing Oracle Fusion Functional Setup Manager

Lesson 3: Introducing Oracle Fusion Functional Setup Manager Demonstration: Getting Started Demonstration Scope

Go to the Getting Started page and discuss the implementation process.

Start Here Home work area, Welcome tab 1. In the global area istration menu, click Setup and Maintenance.... Location: Setup and Maintenance work area 2. In the Tasks pane, click Getting Started. Location: Getting Started with Oracle Fusion Applications page Information Discuss the key implementation process concepts, which appear in your guide following the demonstration steps.

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Demonstration Steps


Demonstration: Offerings, Options, and Features Demonstration Scope

Go to the Offering: Workforce Deployment page, open the Associated Features PDF report and discuss: Offerings Options Features

Demonstration Steps Start Here Setup and Maintenance work area, Getting Started with Oracle Fusion Applications page. 1. In the Offerings region, point to any offering to view a description of the offering. 2. In the Offerings region, click Workforce Deployment. Location: Setup and Maintenance work area, Offering: Workforce Deployment page 3. Click Setup and Maintenance. Location: Setup and Maintenance work area Information Discuss the key standard reports and documents concepts. Open one or more reports as you go, based on class interest. 4. Open the Associated Features report. Information Use the report to discuss these key concepts, which appear in your guide following the demonstration steps: - Offering - Options - Features 5. Close the PDF. 6. In the Tasks pane, click Configure Offerings. Location: Configure Offerings page Information


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• • •


Expand any offering to view the associated options. If an offering does not have optional modules, a folder icon is not displayed next to it, such as Coexistence for HCM. In the Description column, access offering and option descriptions by clicking on the corresponding icon.

The Implementation Status column indicates the state of the offering's implementation. Not Started is the default. You can change the status if the offering was enabled for implementation. Example: The Workforce Deployment implementation is Implemented. 7. In the Workforce Deployment row, click View or Select Feature Choices. Location: Select Feature Choices page Information Discuss the key feature choices concepts. 8. Click Cancel.

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Use the Enable for Implementation option to specify which offerings and options to include in your implementation.


Demonstration: Creating an Implementation Project Demonstration Scope

Go to the Manage Implementation Project page and create your implementation project. : You must have the Application Implementation Manager or Application Implementation Consultant role to create an implementation project.


Demonstration Steps Start Here Setup and Maintenance work area 1. In the Tasks pane, click Manage Implementation Projects. Location: Manage Implementation Projects page 2. In the Search Results region, click the Create icon. Location: Create Implementation Project: Enter Basic Information page 3. In the Name field, enter XX Workforce Deployment. 4. Press Tab. Note that the project is automatically assigned to Your ID. 5. Click Next. Location: Create Implementation Project: Select Offerings to Implement page 6. In the Workforce Deployment row, select Include. 7. Expand the icon next to Workforce Deployment. 8. Include the Absence Management and Human Resources Business Intelligence Analytics offerings. 9. Click Save and Open Project. Location: Implementation Project: XX Workforce Deployment page 10. Expand Workforce Deployment. Information Discuss the key concepts for understanding implementation projects.


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Demonstration: Asg Implementation Tasks Demonstration Scope

For the tasks in this implementation project to appear in your Assigned Implementation Tasks tab, you assign the tasks to yourself. Then, go to the Overview page and discuss the key concepts for accessing implementation projects and tasks.

Start Here Setup and Maintenance work area, Implementation Project: XX Workforce Deployment page 1. In the Task Lists and Tasks region, select Workforce Deployment. 2. Click Assign Tasks. Location: Assign Tasks dialog box 3. Click Select and Add. 4. 5. 6. 7. 8.

Location: Select and Add: s dialog box In the ID field, enter Your.ID. Click Search. Click the Your.ID row header. Click Apply. Click Done.

Location: Assign Tasks dialog box 9. Click Save and Close. Location: Implementation Project: XX Workforce Deployment page 10. Click Done. Location: Setup and Maintenance work area, Overview page Information Discuss the key concepts for accessing implementation projects and tasks while you navigate through the relevant tabs. 11. Click Assigned Implementation Tasks tab. 12. In the Task List column, click Sort Ascending. 13. Click the All Tasks tab. 14. Click the Implementation Projects tab.

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Demonstration Steps


15. Click XX Workforce Deployment.


Information The Implementation Project: XX Workforce Deployment page is the main page from which we will work through the tasks in this course, as our course closely follows this flow, with some variation.


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Activities Introduction: Creating an Implementation Project and Asg Tasks

Background You are a member of the Workforce Deployment implementation team for InFusion Corporation and were tasked with creating the implementation project and asg implementation tasks.

•

•

Use the bold text for the object names, replacing: - XX with your initials or terminal number, as indicated by your instructor - Your.ID with the ID provided by your instructor You must have access to Oracle Fusion Application InFusion database or comparable training or test instance at your site, on which to complete this practice.

Activity Scope Create your project, using the default features and assign all of your implementation project tasks to yourself. Note: This is not how you would handle a real implementation (asg all of the tasks to yourself), but it is important for the activities that you perform throughout this course.

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Requirements


Activity 1: Creating an Implementation Project In this activity, you create your Workforce Deployment implementation task. : You must have the Application Implementation Manager or Application Implementation Consultant role to create an implementation project. Start Here Home work area, Welcome tab (default view after sign in)


1. In the global area istration menu, click Setup and Maintenance.... Location: Setup and Maintenance work area, Overview page, All Tasks tab 2. In the Tasks pane, click Manage Implementation Projects. Location: Manage Implementation Projects page 3. In the Search Results region, click the Create graphic. 4. 5. 6. 7.

Location: Create Implementation Project: Enter Basic Information page In the Name field, enter XX Workforce Deployment. Press Tab. Confirm that the project is automatically assigned to Your.ID. Click Next.

Location: Create Implementation Project: Select Offerings to Implement page 8. In the Workforce Deployment row, select Include. 9. Click Save and Open Project. Location: Implementation Project: XX Workforce Deployment page 10. Expand Workforce Deployment. 11. Expand Define Common Applications Configuration for Human Capital Management. At this point, you should have created and saved the XX Workforce Deployment project, which was automatically assigned to Your.ID.


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Activity 2: Asg Implementation Tasks In this activity, you assign to yourself the tasks for your implementation project. Start Here

1. Select Workforce Deployment . 2. Click Assign Tasks. Location: Assign Tasks dialog box 3. Click the Select and Add graphic. 4. 5. 6. 7. 8.

Location: Select and Add: s dialog box In the ID field, enter Your.ID. Press Enter. Select Your.ID. Click Apply. Click Done.

Location: Assign Tasks dialog box 9. Click Save and Close. Location: Implementation Project: XX Workforce Deployment page 10. Click Done. Location: Manage Implementation Projects page 11. Click Done. Location: Setup and Maintenance work area, Overview page 12. Click the Assigned Implementation Tasks tab. Location: Assigned Implementation Tasks tab 13. In the Task List column, click Sort Ascending. 14. Click the All Tasks tab. Location: All Tasks tab 15. Click the Implementation Projects tab. Location: Implementation Project tab 16. Click XX Workforce Deployment.

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Implementation Project: XX Workforce Deployment page



At this point, you should have assigned to yourself all of the implementation tasks for your project.


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Lesson 4: Define Geographies





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Lesson 5: Define Custom Enterprise Scheduler Jobs



This section describes the tasks under the task list Define Extensions for Workforce Deployment > Define Custom Enterprise Scheduler Jobs for Workforce Deployment.


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Lesson 6: Define Enterprise Structures

Lesson 6: Define Enterprise Structures Establishing Enterprise Structures Using Enterprise Structures Configurator Activity Introduction: Define the Enterprise Configuration Part 1

Use this activity to demonstrate an understanding of ESC by completing the establishing enterprise structures task. The InFusion Corporation is based in the United States and has two divisions: InFusion Lighting and InFusion Security. It is an international company with business operations in United Kingdom, United States, Japan and India. Activity Scope 1. Define the enterprise and divisions. 2. Define the legal entities and business units. 3. Review and assign the reference data sets. 4. Review the enterprise configuration.

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Background


Activity: Establishing Enterprise Structures Background

The InFusion Corporation is based in the United States and has two divisions: InFusion Lighting and InFusion Security. It is an international company with business operations in United States and United Kingdom. Activity Scope 1. Define the enterprise and divisions using the following information:


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Use this activity to define the enterprise structures and their associated locations using the Establishing Enterprise Structures task in the Enterprise Structures guided flow.


3. Review and assign the reference data sets. 4. Save the enterprise configuration. 5. Review the enterprise configuration.

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2. Define the legal entities and business units using the following information:


Activity Solution: Establishing Enterprise Structures Start Here Setup and Maintenance work area, Implementation Project: XX Workforce Deployment page

1. In the Establish Enterprise Structures row, click Go to Task. 2. On the Manage Enterprise Configuration page, click Create. 3. On the Create Enterprise Configuration dialox box, in the * Name field, enter xx Enterprise Configuration. 4. Click the OK button. 5. On the Manage Enterprise Configuration page, in the xx Enterprise Configuration row, click Go to Task. Information Use the Establish Enterprise Structures: Manage Enterprise page to enter basic information such as the primary industry and the location of your headquarters. In the Enterprise Information section, in the * Short Name field, enter xx Corp. In the * Primary Industry field, select Finance and Insurance. In the Headquarters Country field, select United States. In the Legal Information section, in the * Legal Name field, enter xx InFusion Corporation LE. 10. In the * Legal Entity Identifier field, enter US0001. 11. In the * Legal Entity Registration Number field, enter US0002. 12. In the * Legal Reporting Unit Registration Number field, enter US0003. 13. In the Legal Address field, select Create. 14. On the Create Location dialog box, in the Name field, enter xx Location US HQ. 15. In the Address Line 1 field, enter Redwood Shores. 16. Click the OK button. 17. On the Establish Enterprise Structures: Manage Enterprise page, in the Enterprise Configuration Requirements section, select Yes. I have other legal entities to set up. 18. Click the Next button. 6. 7. 8. 9.

Note: InFusion Corporation is an international company with business operations in United States and United Kingdom. You must define legal entities for the countries in which InFusion Corporation operates. Copyright © 2012, Oracle and/or its s. All rights reserved.

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These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Enterprise Structures for Human Capital Management - Define Initial Configuration.


Information Use the Manage Divisions task to create the two divisions in the InFusion Corporation: InFusion Lighting and InFusion Security.

19. On the Establish Enterprise Structures: Manage Divisions page, click the Add Row graphic. 20. In the Name field, enter xx InFusion Lighting. 21. In the Country field, select United States. 22. In the Location field, select xx Location US HQ. 23. Click the Add Row graphic. 24. In the Name field,enter xx InFusion Security. 25. In the Country field,select United Kingdom. 26. In the Location field, select Create to define the UK location for the xx InFusion Security division. 27. On the Create Location dialog box, in the * Name field, enter xx Location UK HQ. 28. In the * Address Line 1 field, enter Oracle Parkway. 29. In the * City or Town field, enter Reading. 30. Click the OK button. 31. On the Establish Enterprise Structures: Manage Divisions page, in the Location field, select xx Location UK HQ. 32. Click the Save button. 33. On the Confirmation dialog box, click OK. 34. Click the Next button. Information Use the Manage Legal Entities task to create the legal entities for the InFusion Lighting and InFusion Security divisions. 35. On the Establish Enterprise Structures: Manage Legal Entities page, click the Add Row graphic. 36. In the Country field, select United States. 37. In the Name field, enter xx InFusion Lighting US LE. 38. In the Division field, select xx InFusion Lighting. 39. In the Legal Entity Identifier field, enter US0004. 40. In the Legal Entity Registration Number field, enter US0005. 41. In the Legal Reporting Unit Registration Number field, enter US0006. 42. In the Legal Address field, select xx Location US HQ. 43. Click the Add Row graphic. 44. Follow steps 1 to 10 using the following data, to create the legal entity for InFusion Security, UK: Country: United Kingdom 30



Note: Each division operates in more than one country and delivers different products and services.


Name: xx InFusion Security UK LE Division: xx InFusion Security Legal Entity Identifier: UK0001 Legal Entity Registration Number: UK0002 Legal Reporting Unit Registration Number: UK0003 Legal Address: xx Location UK HQ

Note:You select to automatically generate business units at the legal entity level because InFusion Corporation requires business units at the country level to represent the countries in which they operate. 49. Click the Next button. Information The ESC has created a business unit for each legal entity in xx InFusion Corporation. You can use the Manage Business Units page to review the business units, and define a location for each business unit. 50. On the Establish Enterprise Structures: Manage Business Units page, click the Next button. Information The ESC has automatically created a reference data set for each business unit. 51. On the Establish Enterprise Structures: Reference Data Sets page, click the Next button. Information Use the Manage Business Unit Set Assignment page to define the default reference data set for each business unit. Note: The reference data set provides the business unit with information, which is used at the transaction level. 52. For the xx InFusion Lighting US LE BU, in the Default Reference Data Set field, select xx InFusion Lighting US LE SET . 53. For the xx InFusion Security UK LE BU, in the Default Reference Data Set field, select xx InFusion Security UK LE SET .


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45. Click the Save button. 46. On the Confirmation dialog box, click the OK button. 47. Click the Next button. 48. On the Establish Enterprise Structures: Create Business Units page, click Select All.


54. For the xx InFusion Corporation LE BU, in the Default Reference Data Set field, select Common Set . 55. Click the Next button.

56. For xx Location UK HQ, in the Reference Data Set field, select xx InFusion Security UK LE SET. 57. For xx Location US HQ, in the Reference Data Set field, select xx InFusion Lighting US LE SET. 58. Click the Save button. 59. On the Confirmation dialog box, click the OK button. 60. Click the Next button. Information Use the Review Results page to review the enterprise configuration. Note: The Management Reporting Structure tab enables you to view the organization structures in a hierarchy. 61. Click the Management Reporting Structure tab. 62. Review the organization structures that you have created. 63. Click the Submit button. Information Use the Review Enterprise Configuration task to view a detailed technical summary report. 64. In the Setup and Maintenance work area, click the Implementation Projects tab. 65. Click XX Workforce Deployment. 66. Select Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Enterprise Structures for Human Capital Management - Define Initial Configuration. 67. In the Review Enterprise Configuration row, click Go to Task. 68. On the Manage Enterprise Configuration page, in the xx Enterprise Configuration row, click Go to Task. 69. On the Review Enterprise Configuration page, in the Interview Results tab, review all the high-level organization structures. 70. Click the Technical Summary Report tab for a detailed view of the enterprise configuration. 71. Click the Done button. Information After you complete the task, navigate back to the task list within your

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Information Use the Manage Location Reference Set page to assign reference data sets to your locations.


72. In the Setup and Maintenance work area, click the Implementation Projects tab. 73. Click XX Workforce Deployment. 74. Select Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Enterprise Structures for Human Capital Management - Define Initial Configuration. 75. In the Establish Enterprise Structures row, click the Status graphic. 76. On the Edit Status dialog box, in the Status field, select Completed. 77. Click the Save and Close button. 78. On the Implementation Project: XX Workforce Deployment page, click the Done button. At this point you should have... Successfully defined and reviewed the high-level organization structures.


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implementation project to mark the task as complete.


Establishing Job and Position Structures Using Enterprise Structures Configurator Activity Introduction: Define the Enterprise Configuration Part 2

Background The students will demonstrate their understanding of ESC by completing the Establishing Job and Position Structures task in the Enterprise Structures guided flow. The recommended approach for InFusion Corporation is to use jobs. Define additional job structures to capture information at the enterprise level.

Requirements •

Use the bold text for the object names, replacing the XX with your student number, as indicated by your instructor

•

You must have access to Oracle Fusion Application InFusion database or comparable training or test instance at your site, on which to complete this practice.

Activity Scope 1. Search for the Define Initial Configuration task list and select the Establish Job and Position Structures task. 2. Select the XX Enterprise Configuration and Go to Task. 3. Accept the recommendation and define additional structures for the job descriptive flexfield at the enterprise level:

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Activity Introduction: Defining the Job and Position Structures



4. Save the configuration and select Next to review the additional structures.


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Activity: Defining the Job and Position Structures In this activity, you use ESC to define job structures. Start Here Setup and Maintenance work area, Implementation Project: XX Global HR page

1. In the Establish Job and Position Structures row, click Go to Task. Location: Manage Enterprise Configuration page 2. In your XX Enterprise Configuration row, click Go to Task. Location: Establish Job and Position Structures: Determine Position Usage page 3. In the Recommended Approach section, select I want to use this option. 4. Click Next. Location: Establish Job and Position Structures: Define Enterprise Level Attributes page Information Use the Define Enterprise Level Attributes page to define attributes that apply to all jobs in the enterprise. You can set up additional details about the job, such as the nature of the work that is performed, or the relative skill level required for the job. 5. On the Enterprise Level Job Attributes section toolbar, click the Add Row icon button. 6. In the Sequence field, enter 1. 7. In the Attribute Name field, enter Type. 8. In the Type field, select Text. 9. On the Enterprise Level Job Attributes section toolbar, click the Add Row icon button.

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These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Enterprise Structures for Human Capital Management - Define Initial Configuration.


10. In the Sequence field, enter 2. 11. In the Attribute Name field, enter Number. 12. In the Type field, select Number. 13. Click Next.

Information Use the Define Contextual Attributes page to define additional job and position structures. You can define additional job structures for every reference data set defined in ESC. For positions, you can define additional position structures for every business unit defined in ESC. Any attributes that you set up at reference data set and business unit levels appear alongside any enterprise-level attributes. 14. Click Next. Location: Establish Job and Position Structures: Review Definitions page 15. Click Submit. Location: Overview page 16. Click the Implementation Projects tab. 17. Click XX Workforce Deployment. Location: Implementation Project: XX Workforce Deployment page 18. Expand these tasks lists: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Enterprise Structures for Human Capital Management - Define Initial Configuration. 19. In the Establish Job and Position Structure task row, click the Status icon button. Location: Edit Status dialog box 20. In the Status field, select Completed.


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Location: Establish Job and Position Structures: Define Contextual Attributes page


21. Click Save and Close. Location: Implementation Project: XX Workforce Deployment page


In this activity, you learned how to define job structures in ESC.

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Defining Enterprise HCM Information This section describes:

Work day information

• • • •

Person number generation Worker number generation Assignment number generation Person-name languages


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Demonstration: Managing Enterprise HCM Information Demonstration Background

As an implementation consultant, you manage the HCM Information for your enterprise. Demonstration Scope

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Defining the workday information

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Setting the global language for person names

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Setting the worker number generation method

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Setting the employment model

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Setting the person number generation method

Demonstration Steps Start Here Setup and Maintenance work area 1. In the Search: Tasks pane Name field, enter Manage Enterprise HCM Information. 2. Click the Search icon button. 3. In the Manage Enterprise HCM Information task row, click Go to Task. Location: Manage Enterprise HCM Information page Information Use the Manage Enterprise HCM Information page to locate the enterprise. 4. In the Search section Name field, enter InFusion Corporation. 5. Click Search. 6. In the Search Results section, select InFusion Corporation.

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Go to the Manage Enterprise HCM Information work area and discuss the following key concepts:


7. In the Edit menu, select Correct. Location: Edit Enterprise: InFusion Corporation page Information Use the Edit Enterprise: InFusion Corporation page to edit HCM- related information for the enterprise.

Note: You can also enter work day information at the legal employer, department, and position level. 9. Use the Global Person Name Language field to select the language in which person names appear. Information Global names are in a format and language that can be understood throughout a multinational enterprise. 10. Use the Worker Number Generation field to specify whether the application generates a number for each worker. Note: By default, worker numbers are not used. If you enable worker numbers for the enterprise, then each employee and contingent worker work relationship in the enterprise must have a worker number. The decision that you make for the enterprise cannot be overridden at the legal employer level. 11. Select the employment model for the enterprise. 12. Specify whether to let s override employment at the assignment level. 13. Specify the person number generation method for the enterprise. 14. Click Submit. Location: Warning dialog box 15. Click Yes. Location: Confirmation dialog box 16. Click OK. Location: Manage Enterprise HCM Information page


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8. Use the work day information to define the standard working hours for each worker assignment in the enterprise.



You have demonstrated how to manage enterprise HCM information.

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Lesson 7: Define Workforce Structures

Lesson 7: Define Workforce Structures Demonstration: Creating Actions and Action Reasons Demonstration Background

Your organization requires a new action for hiring part-time employees. Demonstration Scope

Demonstration Steps Start Here Home work area Welcome page 1. In the global area istration menu, select Setup and Maintenance.... 2. In the Search: Tasks pane Name field, enter Manage Actions. 3. Click the Search icon button. 4. In the Manage Actions task row, click Go to Task. Location: Manage Actions page 5. In the Action section, scroll down. Information There is an existing Hire action, which is associated with the Hire an Employee action type. 6. On the toolbar, click Add. 7. In the Action Code field, enter HIRE_PARTTIME. 8. In the Action Name field, enter Hire Part-Time Employee. 9. In the Action Type field, select Hire an Employee. Information This selection associates your new action with the hire business flow. This also causes your action to appear in the actions list on the Hire an Employee page.

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Create an action Hire part-time employees and associate it with the Hire an Employee action type.


10. On the Hire Part-Time Employee: Action Reasons section toolbar, click Add. Location: Warning dialog box 11. Click Yes. Location: Create Hire Part-Time Employee: Action Reasons dialog box 12. In the Action Reason Code field, enter HIRE_PARTTIME_REASON. 13. In the Action Reason field, enter Hire part-time employees.


14. Click OK. Location: Manage Actions page 15. Click Save. Location: Warning dialog box 16. Click OK. Location: Confirmation dialog box 17. Click OK. Location: Manage Actions page 18. Click Done. Location: Setup and Maintenance work area


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Defining Locations This section describes:

Creating locations Associating locations to locations sets


• •

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Demonstration: Managing Locations Demonstration Background

As a Human Resources (HR) specialist, you manage all locations. Demonstration Scope

Demonstration Steps Start Here Setup and Maintenance work area 1. In the Search: Tasks pane Name field, enter Manage Locations. 2. Click the Search icon button. 3. In the Manage Locations task row, click Go to Task. Location: Manage Locations page Information Use the Manage Locations page to review and modify existing locations, and create new ones. Let us search for locations in the US Location Set. As you learned earlier in this lesson, only those s who have access to the set's business unit can access the location set and other associated workforce structure sets. 4. In the Search section Location Set field, enter US Location Set. 5. In the City field, enter New York. 6. Click Search. 7. In the Results in Table subsection, click New York. Location: Location : New York – USLoc7 page Information This page enables you to review information that was associated with the location.


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Go to the Manage Locations page and open an existing location to review its settings.


This location is active. That means other workforce structures (for example, departments) can use it. This location is not associated with any inventory organization. That means the location will be available for selection in purchase documents across all inventory organizations. This is the location's main address. As you learned earlier in this lesson, a location can have multiple addresses.

8. In the Basic Details section Edit button menu, select Correct. Location: Edit Location: New York – USLoc7 page Information The Edit Location page enables you to modify the details of the location. 9. In the Content Details section Add Another Address button menu, select Copy Main Address. Location: Other Address dialog box Information This new address is similar to the main address. 10. In the Address Line 1 field, enter 524 Madison Avenue. 11. In the Address Line 2 field, enter 7th Floor. 12. Click OK. Location: Edit Location: New York – USLoc7 page You have demonstrated how to manage the location information.

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Let us add another address to this location.


Activity 1 Introduction: Creating a Location Activity Background

In view of its increasing operations, InFusion Corporation has recently bought additional space close to its existing location in New York.

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•



Requirements

Activity Scope Create the new York location.


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Activity 1: Creating a Location In this activity, you create the new York location.

1. In the Manage Locations task row, click Go to Task. Location: Manage Locations page 2. On the Results in Table subsection toolbar, click Create. Location: Create Location page 3. In the Location Information section Name field, enter XX New York. 4. In the Code field, enter XXNY. 5. In the Main Address section Address 1 field, enter 521 Madison Ave. 6. In the Address 2 field, enter Second Floor. 7. In the City field, enter New York. 8. Press Enter. Location: Search and Select: City dialog box 9. Select New York, New York. 10. Click OK. Location: Create Location page 11. In the ZIP Code field, enter 10022. 12. Press Enter. Location: Search and Select: ZIP Code dialog box

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Start Here Setup and Maintenance work area Implementation Project: XX Workforce Deployment page These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define EnterpriseStructures for Human Capital Management - Define Workforce Structures - Define Organization Structures.


13. Select 10022. 14. Click OK. Location: Create Location page 15. Click Submit. Location: Warning dialog box 16. Click Yes.


Location: Confirmation dialog box 17. Click OK. Location: Manage Locations page 18. Click Done. Location: Implementation Project: XX Workforce Deployment page 19. In the Manage Locations task row, click the Status icon button. Location: Edit Status dialog box 20. In the Status field, select Completed. 21. Click Save and Close. Location: Implementation Project: XX Workforce Deployment page In this activity, you created the XX New York location.


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Defining HCM Organizations In this section you will learn how to:

Identify whether an organization requires multiple classifications Explain the HCM organizations Describe trees and department trees


• • •

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Activities 2 -- 4 Introduction: Creating a Division, Department, and Business Unit Background InFusion Corporation has acquired a new financial services division.

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•



Requirements

Activity Scope Create a new division, department, and business unit to the new acquisition.


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Activity 2: Creating a Division In this activity, you create a new division.

These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Enterprise Structures for Human Capital Management - Define Workforce Structures - Define Organization Structures. 1. In the Manage Divisions task row, click Go to Task. Location: Manage Divisions page 2. On the Search Results section toolbar, click Create. Location: Create Division: Description page 3. In the Name field, enter XX InFusion Financial Services US. 4. Click Next. Location: Create Division: Division Details page 5. In the Reporting Name field, enter Financial Services US. 6. In the Manager field, select any manager. 7. Click Next. Location: Create Division: Review page 8. Click Submit. Location: Warning dialog box 9. Click Yes. Location: Confirmation dialog box 10. Click OK. Location: Manage Divisions page

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Start Here Setup and Maintenance work area Implementation Project: XX Workforce Deployment page


11. Click Done. Location: Implementation Project: XX Workforce Deployment page 12. In the Manage Divisions task row, click the Status icon button. Location: Edit Status dialog box 13. In the Status field, select Completed. 14. Click Save and Close.


Location: Implementation Project: XX Workforce Deployment page In this activity, you created the XX InFusion Financial Services US division.


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Activity 3: Creating a Department In this activity, you create a new department.

These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Enterprise Structures for Human Capital Management - Define Workforce Structures - Define Organization Structures. 1. In the Manage Departments task row, click Go to Task. Location: Manage Departments page 2. On the Search Results section toolbar, click Create. Location: Create Department: Description page 3. In the Name field, enter XX InFusion Financial Sales. 4. Click Next. Location: Create Department: Department Details page 5. In the Reporting Name field, enter InFusion Financial. 6. In the Manager field, select any manager. 7. Click Next. Location: Create Department: Review page 8. Click Submit. Location: Warning dialog box 9. Click Yes. Location: Confirmation dialog box 10. Click OK.

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Location: Manage Departments page 11. Click Done. Location: Implementation Project: XX Workforce Deployment page 12. In the Manage Departments task row, click the Status icon button. Location: Edit Status dialog box 13. In the Status field, select Completed.


14. Click Save and Close. Location: Implementation Project: XX Workforce Deployment page In this activity, you created the XX InFusion Financial Sales department.


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Activity 4: Creating a Business Unit In this activity, you create a new business unit.

These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define EnterpriseStructures for Human Capital Management - Define Business Units for Human Capital Management. 1. In the Manage Business Unit task row, click Go to Task. Location: Manage Business Units page 2. On the Search Results section toolbar, click the Create icon button. Location: Create Business Unit page Information Oracle Fusion Human Capital Management uses business units to filter reference data at the transactional level. You create business units and reference data sets to enable reference data sharing. 3. In the Name field, enter XX InFusion Financial Services US. 4. In the Default Set field, select COMMON. Information Oracle Fusion Human Capital Management uses this set for all reference data types for this business unit. 5. Click Save and Close. Location: Manage Business Units page 6. Click Done. Location: Implementation Project: XX Workforce Deployment page 7. In the Manage Business Units task row, click the Status icon button.

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Location: Edit Status dialog box 8. In the Status field, select Completed. 9. Click Save and Close. Location: Implementation Project: XX Workforce Deployment page


In this activity, you created the XX InFusion Financial Services US business unit.


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Lesson 8: Define Grades, Jobs, and Positions

Lesson 8: Define Grades, Jobs, and Positions Defining Grades This section describes: Grades Grade steps Grades and sets How grades work with jobs and positions How grades work with assignments and employment



• • • • •

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Activity 1 Introduction: Creating a Grade Background

Requirements •


•


Activity Scope Create a new grade for the Sales Executive job as well as the associated grade rates. · Set: Common Set · Name: XX_Sales Executive · Code: XX_SALESEXEC · Steps? No steps are needed · Legislative Data Group (for rates): US LDG · Rate Name: XX_Annual Salary Rate_Sales Execs · Rate Type: Salary · Frequency: Annually · Currency: USD · Specific amount or range? Range Salary range: 45,000 to 65,00

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You have set up grades for all of your divisions except the Financial Services division. The job functions performed in this division are different from that of your other divisions, so you require new grades that are more suitable.


Activity 1: Creating a Grade In this activity, you create a new grade.

These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Enterprise Structures for Human Capital Management - Define Workforce Structures - Define Grades Alternate navigation: In the global area Navigator menu under Workforce Management, select Workforce Structures. 1. In the Manage Grades task row, click Go to Task. Location: Manage Grades page Information Use the Manage Grades page to search for existing grades. 2. On the Search Results section toolbar, click Create. Location: Create Grade: Grade Details page 3. In the Name field, enter XX Sales Executive. 4. In the Code field, enter XX_SALESEXEC. 5. Click Next. Location: Create Grade: Grade Steps page 6. Since this grade does not contain steps, click Next. Location: Create Grade: Grade Rates page 7. In the Legislative Data Group field, select US LDG. 8. On the Grade Rates section toolbar, click Create New Rate. Location: Create Grade Rate dialog box


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9. In the Name field, enter XX Annual Salary Rate Sales Execs. 10. Click OK. Location: Create Grade: Grade Rates page 11. In the Minimum field, enter 45,000. 12. In the Maximum field, enter 65,000.

Information The application calculates the midpoint value for you. 14. Click Next. Location: Create Grade: Review page 15. Review the details before submitting the grade. 16. Click Submit. Location: Warning dialog box 17. Click Yes. Location: Confirmation dialog box 18. Click OK. Location: Manage Grades page 19. Click Done. Location: Implementation Project: XX Workforce Deployment page 20. In the Manage Grades task row, click the Status icon button. Location: Edit Status dialog box 21. In the Status field, select Completed. 22. Click Save and Close. Location: Implementation Project: XX Workforce Deployment page

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13. Click in the Midpoint field.



In this activity, you created the XX Sales Executive grade.


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Defining Grade Rates This section describes: • • •


•

Grade rate values Lookup types for grade rates Examples of grade rates How grades, rates, sets, and legislative data groups work together How grades and rates work with Oracle Fusion Compensation and Payroll

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Activity 2 Introduction: Creating a Grade Rate Background You now need to create a bonus rate for the Sales Executive grade. You award sales executives a bonus annually, and the amount is a range.

•


•


Activity Scope Create a bonus rate for the XX Sales Executive grade that you created in the previous activity.


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Requirements


Activity 2: Creating a Grade Rate In this activity, you create a new grade rate.

These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Enterprise Structures for Human Capital Management - Define Workforce Structures - Define Grades 1. In the Manage Grade Rates task row, click Go to Task. Location: Manage Grade Rates page 2. On the Search Results section toolbar, click Create. Location: Select Legislative Data Group dialog box 3. In the Legislative Data Group field, select US LDG. 4. Click OK. Location: Create Grade Rate page 5. In the Name field, enter XX Annual Bonus Rate Sales Execs. 6. In the Rate Type field, select Bonus. 7. Click the Add Row icon button. 8. In the Grade field, enter XX. 9. Select XX Sales Executive XX_SALESEXEC Common Set COMMON Common Set. 10. In the Minimum field, enter 4500. 11. In the Maximum field, enter 6500. 12. Click Review.

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13. Review the details of the grade rate before submitting. 14. Click Submit. Location: Warning dialog box 15. Click Yes. Location: Confirmation dialog box 16. Click OK.


Location: Manage Grade Rates page 17. Click Done. Location: Implementation Project: XX Workforce Deployment page 18. In the Manage Grade Rates task row, click the Status icon button. Location: Edit Status dialog box 19. In the Status field, select Completed. 20. Click Save and Close. Location: Implementation Project: XX Workforce Deployment page In this activity, you created the XX Annual Bonus Rate Sales Execs grade rate.


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Defining Grade Ladders This section describes: Grade ladders Ladders with grades Ladders with steps


• • •

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Activity 3 Introduction: Creating a Grade Ladder Background You have already created five grades for istrative positions at InFusion Corporation, and you have associated rates with each grade.

•


•



Requirements

Activity Scope Create a grade ladder for the istrative positions.


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Activity 3: Creating a Grade Ladder In this activity, you create a new grade rate.

These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Enterprise Structures for Human Capital Management - Define Workforce Structures - Define Grades. 1. In the Manage Grade Ladders task row, click Go to Task. Location: Manage Grade Ladders page 2. On the Search Results section toolbar, click Create. Location: Create Grade Ladder: Grade Ladder Details page 3. In the Name field, replace the existing text with XX Grade Ladder. 4. In the Grade Type field, select Grade. 5. Click Next. Location: Create Grade Ladder: Grades page Information First, search for grades to add to the ladder. 6. In the Name field, enter . 7. Click Search. 8. In the Search Results section, select 5. 9. On the toolbar, click Add to Grade Ladder. 10. Select 4. 11. On the toolbar, click Add to Grade Ladder.

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Location: Add to Grade Rate Hierarchy dialog box 12. Select At the top. 13. Click OK. Location: Create Grade Ladder: Grades page 14. In the Search Results section, select 3. 15. On the toolbar, click Add to Grade Ladder.


Location: Add to Grade Rate Hierarchy dialog box 16. Select At the top. 17. Click OK. Location: Create Grade Ladder: Grades page 18. In the Search Results section, select 2. 19. Click Add to Grade Ladder. Location: Add to Grade Rate Hierarchy dialog box 20. Select At the top. 21. Click OK. Location: Create Grade Ladder: Grades page 22. In the Search Results section, select 1. 23. Click Add to Grade Ladder. Location: Add to Grade Rate Hierarchy dialog box 24. Select At the top. 25. Click OK. Location: Create Grade Ladder: Grades page 26. Click Next. Location: Create Grade Ladder: Rate Values page


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27. In the Legislative Data Group field, select US LDG. 28. In the Grade Rate field, enter US. 29. Select US Annual Salary Grade Rate Annually Salary USD. 30. Click View Grade Rate. 31. Click Next.

32. Click Review. 33. Review the details of the grade rate before submitting. 34. Click Submit. Location: Warning dialog box 35. Click Yes. Location: Confirmation dialog box 36. Click OK. Location: Manage Grade Rates page 37. Click Done. Location: Implementation Project: XX Workforce Deployment page 38. In the Manage Grade Rates task row, click the Status icon button. Location: Edit Status dialog box 39. In the Status field, select Completed. 40. Click Save and Close. Location: Implementation Project: XX Workforce Deployment page In this activity, you created the XX Annual Bonus Rate Sales Execs grade rate.

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Location: Create Grade Ladder: Review page


Defining Jobs and Job Families • • • • • •

Lookups for jobs Basic details Benchmark and progression information Grades Evaluation criteria How jobs and positions work with profiles

Jobs are typically used without positions by service industries where flexibility and organizational change are key features. The following screenshot is the Create Job page within the Manage Job task. You can see the five train stops that guide you through the job creation.


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This section describes:


Activity 4 Introduction: Creating a Job Background You have created a grade and grade rates for the Sales Executive position.

•


•


Activity Scope Create a job.

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Requirements


Activity 4: Creating a Job In this activity, you create a new grade rate.

These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Enterprise Structures for Human Capital Management - Define Workforce Structures - Define Jobs and Positions 1. In the Manage Job task row, click Go to Task. Location: Manage Jobs page 2. On the Search Results section toolbar, click Create. Location: Create Job: Basic Details page 3. In the Name field, enter XX Sales Executive. 4. In the Code field, select XX_SALESEXEC. 5. Click Next. Location: Create Job: Job Details page 6. In the Full Time or Part Time field, select Full time. 7. In the Regular or Temporary section, select Regular. 8. In the Job Family field, enter Sa. 9. Select Sales. 10. In the Valid Grades section toolbar, click Add Row. 11. In the Grade field, enter XX. 12. Select XX Sales Executive XX_SALESEXEC Common Set COMMON Common Set.


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13. Click Next. Location: Create Job: Evaluation Criteria page 14. Since this job does not include evaluation criteria, click Next. Location: Create Job: Profiles page 15. Click Submit.

16. Click Yes. Location: Confirmation dialog box 17. Click OK. Location: Manage Jobs page 18. Click Done. Location: Implementation Project: XX Workforce Deployment page 19. In the Manage Jobs task row, click the Status icon button. Location: Edit Status dialog box 20. In the Status field, select Completed. 21. Click Save and Close. Location: Implementation Project: XX Workforce Deployment page In this activity, you created the XX Sales Executive job.

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Location: Warning dialog box


Defining Positions This section discusses:

Lookups for positions Positions example: retail industry Position details Position trees

Positions are typically used by industries that have the following characteristics: • • •

Approval rules and budgeting are detailed Head counts must be maintained Turnover rates are high

The following screenshot is the Create Position page within the Manage Position task. You can see the five train stops that guide you through the position creation.


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• • • •


Activity 5 Introduction: Creating a Position Background You have created the Sales Executive job.

•


•


Activity Scope Create a position.

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Requirements


Activity 5: Creating a Position In this activity, you create a new position.

These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Enterprise Structures for Human Capital Management - Define Workforce Structures - Define Jobs and Positions. 1. In the Manage Positions task row, click Go to Task. Location: Manage Positions page 2. On the Search Results section toolbar, click Create. Location: Create Position: Basic Details page 3. In the Business Unit field, select USA1 Business Unit. 4. In the Name field, enter XX Sales Executive. 5. In the Code field, enter XX_SALESEXEC. 6. Click Next. Location: Create Position: Position Details page 7. In the Department field, enter XX Infusion. 8. Select XX InFusion Financial Sales. 9. In the Job field, enter XX. 10. Select XX Sales Executive XX_SALESEXEC. Information The application populates the Valid Grades region with the grade that was set up for the job. 11. In the Hiring Information region, in the Hiring Status field, select Approved.


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12. Click Submit. Location: Warning dialog box 13. Click Yes. Location: Confirmation dialog box 14. Click OK.

15. Click Done. Location: Implementation Project: XX Workforce Deployment page 16. In the Manage Positions task row, click the Status icon button. Location: Edit Status dialog box 17. In the Status field, select Completed. 18. Click Save and Close. Location: Implementation Project: XX Workforce Deployment page In this activity, you created the XX Sales Executive position.

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Location: Manage Positions page


Defining Flexfields This section describes flexfield concepts and tasks for flexfield configuration: Flexfield concepts Value sets Descriptive flexfields Flexfield implementation flow


• • • •


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Demonstration: Creating a Descriptive Flexfield Demonstration Background

You are required to create an additional job related field. Demonstration Scope Create a standard lookup Create a value set that uses the standard lookup Create a descriptive flexfield that uses the value set

Demonstration Steps Start Here Setup and Maintenance work area Create a standard lookup. 1. In the Search: Tasks pane Name field, enter Manage Standard Lookups. 2. Click Search. 3. In the Manage Standard Lookups task row, click Go to Task. Location: Manage Standard Lookups page 4. On the Search Results section toolbar, click the Add icon. 5. In the Lookup Type field, enter HR_JOB_OU. 6. In the Meaning field, enter Job Type. 7. In the Description field, enter Job Type. 8. In the Module field, search for and select the Application Common module. 9. Click Save. 10. In the JOB_TYPE: Lookup Codes section, click the New icon. 11. In the Lookup Code field, enter CON.

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• • •


12. In the Display Sequence field, enter 1. 13. In the Meaning field, enter Consultant. 14. In the JOB_TYPE: Lookup Codes region, click the New icon button. 15. In the Lookup Code field, enter SRCON. 16. In the Display Sequence field, enter 2. 17. In the Meaning field, enter Senior Consultant.


18. Click Save and Close. Location: Setup and Maintenance work area Information: Now, create a value set that uses the HR_JOB_OU standard lookup that you created. 19. In the Search: Tasks pane Name field, enter Manage Value Sets. 20. Click the Search icon button. 21. In the Manage Value Sets task row, click Go to Task. 22. In the Search Results section, click Create. Location: Manage Value Sets page. 23. In the Value Set Code field, enter HR_JOB_OU _VAL_SET. 24. In the Description field, enter Job Value Set. 25. In the Module field, search for and select the Oracle Middleware Extensions for Applications module. 26. In the Validation Type field, select Table. In the Definition section Value Data Type field, select Character. 27. In the FROM Clause field, enter the table that contains the lookups, "FND_LOOKUPS".


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28. In the Value Column Name field, enter the attribute name that holds the description of the lookup values, MEANING. 29. In the ID Column Name field, enter the code that will be stored in the database, LOOKUP_CODE. 30. In the Start Date Column Name and End Date Column Name fields, enter TO_DATE(NULL).

32. Click Save and Close. Location: Manage Value Sets page 33. Click Done. Location: Setup and Maintenance work area Information: Now, create a descriptive flexfield that uses the HR_JOB_OU standard lookup you created. 34. In the Search: Tasks pane Name field, enter Manage Descriptive Flexfields. 35. Click the Search icon button. 36. In the Manage Descriptive Flexfields task row, click Go to Task. Location: Manage Descriptive Flexfields page 37. In the Search section Flexfield Code field, enter JOB. 38. Click Search. 39. In the Search Results section, select PER_JOBS_DFF. 40. On the toolbar, click Edit. Location: Edit Descriptive Flexfield PER_JOBS_DFF page Information You must create a Global Segments object that always appears in the descriptive flexfield region.

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31. In the WHERE Clause field, enter FND_LOOKUPS.LOOKUP_TYPE='HR_JOB_OU'.


41. On the Global Segments section toolbar, click Create. Location: Create Segment page 42. In the Name field, enter Job Type. 43. In the Code field, enter JOB_TYPE_OU. 44. In the Description field, enter Determines the job type. 45. In the Column Assignment section Data Type field, select Character.


46. In the Table Column field, select ATTRIBUTE2. 47. In the Value Set field, search for and select HR_JOB_OU_VAL_SET. 48. In the Display Properties section Prompt field, enter Job Type. 49. In the Short Prompt field, enter Type. 50. In the Display Type field, select Drop-down List. 51. In the Display Size field, enter 40. 52. In the Display Height field, enter 1 . 53. Enable the flexfield to be used in reports by selecting the BI Enabled option. 54. Click Save and Close. Location: Edit Descriptive Flexfield PER_JOBS_DFF page 55. Click Save and Close. Location: Manage Descriptive Flexfields page 56. In the Search Results field, select PER_JOBS_DFF. 57. Click Deploy Flexfield. Location: Confirmation dialog box 58. Click OK. Location: Manage Descriptive Flexfields page Information:


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Confirm that the flexfield appears on the Job Task. 59. In the Search: Tasks pane Name field, enter Manage Job. Location: Manage Jobs page 60. In the Search section Name field, enter Consultant. 61. Click Search.

Location: Job Details page 63. In the Job Description section, that the Job Type descriptive flexfield appears.

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62. In the Search Results region, select the job.


Activity 6 Introduction: Testing the Workforce Structures Setup

After setting up the new division, InFusion Financial, you now want to that you have correctly set up the division, department, business unit, grade, grade rates, and the job. You decide to test the setup by entering a new sales executive for the InFusion Financial_Sales department that you created. Requirements •


•


Activity Scope Use the following information to help you complete the activity: Note: Use default values unless otherwise indicated. • • • • • • • •

Legal Employer: InFusion Corp USA2 Name: XX Susan Smith Address 1: XX Main Street ZIP Code: 10022 Business Unit: XX_Financial Services US (the business unit that you created) Job: XX_Sales Executive (the job that you created) Department: XX_InFusion Financial_Sales (the department that you created) Location: XX_New York (the location that you created)

Note: Before beginning the activity, the instructor will demonstrate how to enable profile options so that you can edit settings for them and then demonstrate how to change the settings for these two profile options from N to Y: PER_DEFAULT_GRADE_FROM_JOB_POSITION PER_ENFORCE_VALID_GRADES


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Background



After these two profile options are set to Y, you will be able to see how the application populates the Grade field with the valid grade that you set up for the job. If the options are N, then the application allows you to select from all grades in the Common set.

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Demonstration: Changing Profile Option Settings

Demonstration Background


As the Human Resources (HR) specialist, you must maintain the profile options. Demonstration Scope Change the settings for the PER_ENFORCE_VALID_GRADES and PER_DEFAULT_GRADE_FROM_JOB_POSITION profile options Demonstration Steps Start Here Setup and Maintenance work area 1. In the Search: Tasks pane Name field, enter Manage Profile Options. 2. Click the Search icon button. 3. In the Manage Profile Options row, click Go to Task. Location: Manage Profile Options page 4. Click in the Profile Option Code field. Enter PER. 5. Click the Search button. 6. Select the PER_ENFORCE_VALID_GRADES row header. Note: The application loads the Profile Option Levels region with the profile option that you have selected. 7. In the PER_ENFORCE_VALID_GRADES : Profile Option Levels region, click the Updateable option for the Site, Product, and levels. 8. Click the Save and Close button.


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Location: All Tasks tab, Search page 9. In theSearch: Tasks pane Name field, enter Manage Profile Values. 10. Click the Search icon button. 11. In the Manage Profile Values row, click Go to Task. Location: Manage Profile Values page

13. Click the Search button. 14. Select the PER_ENFORCE_VALID_GRADES row header. Note: The application loads the Profile Values region with the profile option that you have selected. 15. In the PER_ENFORCE_VALID_GRADES: Profile Values region, click the Edit icon. 16. Click in the Profile Value field. Enter Y. 17. Click the Save and Close button. 18. Repeat the above steps for the PER_DEFAULT_GRADE_FROM_JOB_POSITION profile option.

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12. Click in the Profile Option Code field. Enter PER.


Activity 6: Hiring an Employee to Test the Setup

In this activity, you hire an employee to test the workforce structures setup. Start Here Home work area, Welcome tab (default view after sign in) 1. In the global area Navigator menu, select New Person.

2. In the Tasks pane, click Hire an Employee. Location: Hire an Employee: Identification page Information Use the Identification page to enter details for the new employee, such as the legal employer, date of hire, name details, as well as national identifiers, such as the employee's social security number. 3. Click in the Hire Date field. Select the date 1st October 2012. 4. In the Legal Employer field, select InFusion Corp USA2. 5. In the Last Name field, enter Smith. 6. In the First Name field, enter XX Susan. 7. Click Next. Location: Hire an Employee: Person Information page Information Use the Person Information page to enter personal details such as address and e-mail. 8. In the Address1 field, enter XX Main Street. 9. In the Zip Code field, enter 10022. 10. Press Tab. Note: On the basis of the ZIP code that you enter, values for the city, state, and county automatically appear.


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Location: New Person work area


11. On the E-Mail Details section toolbar, click the Add Row icon button. 12. Select the Work E-Mail type. 13. In the E-Mail field, enter [email protected]. 14. In the Ethnicity field, select White. 15. Click Next.

Information Use the Employment page to record details such as employment , assignments, and managers. 16. In the Business Unit field, select XX_Financial Services US, which you created earlier . 17. In the Job field, select XX_Sales Executive, which you created earlier. Note: The application populates the Grade field with the valid grade that you set up for the Sales Executive position. 18. In the Department field, select XX_InFusion Financial_Sales, which you created earlier. 19. In the Location field, select XX_New York, which you created earlier. 20. Click Next. Location: Hire Employee: Roles page Information Use the Roles page to assign roles to the new employee. In this example, you retain the predefined Employee role that is already assigned to the employee. 21. Click Next. Location: Hire an Employee: Review page 22. Review all the information that you entered so far. 23. Click Submit. Location: Warning dialog box

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Location: Hire an Employee: Employment page


24. Click Yes. Location: Confirmation dialog box 25. Click OK.


Location: New Person work areaAt this point, you should have hired an employee XX Susan Smith.


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Lesson 9: Manage Workforce Lifecycle

Lesson 9: Manage Workforce Lifecycle Manage Employment Information Activity 1 Introduction: Hiring an Employee Background

As a Human Resources (HR) specialist, you are responsible for hiring employees.

•


•



Requirements

Activity Scope Hire a new employee XX Andrew Robinson.


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Activity 1: Hiring an Employee In this activity, you hire an employee. Sign in with the manager assigned to you. Start Here Home work area, Welcome tab (default view after sign in).

Location: New Person work area 2. In the Tasks pane, click Hire an Employee. Location: Hire an Employee: Identification page Information Use the Identification page to enter details for the new employee, such as the legal employer, date of hire, name details, as well as national identifiers, such as the employee's social security number. 3. Click in the Hire Date field. Select the date 1st October 2012. 4. The Hire action is selected by default. 5. In the Legal Employer field, select InFusion Health USA. 6. In the Last Name field, enter Robinson. 7. In the First Name field, enter XX Andrew. 8. Click Next. Location: Hire an Employee: Person Information page Information Use the Person Information page to enter personal details such as address and e-mail. 9. In the Address1 field, enter XX 1721 Park Avenue. 10. In the Zip Code field, enter 76621. 11. Press Tab.

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1. In the global area Navigator menu, select New Person.


Note: On the basis of the ZIP code that you enter, values for the city, state, and county automatically appear. 12. On the E-Mail Details section toolbar, click the Add Row icon button. 13. Select the Work E-Mail type. 14. In the E-Mail field, enter [email protected]. 15. In the Ethnicity field, select White.

Location: Hire an Employee: Employment page Information Use the Employment page to record details such as employment , assignments, and managers. 17. In the Employment tab Business Unit field, select USA Health Business Unit. Important:The Employment tab appears because the selected legal employer uses a three tier employment model. 18. In the Department field, select Human Resources HC. 19. Click the Assignment tab. Note: The department is automatically populated from the employment . 20. In the Job field, select Human Resources . 21. In the Grade field, select Prof4. 22. In the Manager Details section Name field, select your assigned manager (whom you are logged in as_. Example If you are logged in as Linda Swift, select Swift, Linda. 23. In the Salary Information section Salary Basis field, select HC Annual Salary. 24. In the Salary Amount field, enter 65000. 25. Click Next.


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16. Click Next.


Location: Hire Employee: Roles page Information Use the Roles page to assign roles to the new employee. In this example, you retain the predefined Employee role that is already assigned to the employee. 26. Click Next. Location: Hire an Employee: Review page

28. Click Submit. Location: Warning dialog box 29. Click Yes. Location: Confirmation dialog box 30. Click OK. Location: New Person work area At this point, you should have hired an employee XX Andrew Robinson.

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27. Review all the information that you entered so far.


Activity 2 Introduction: Creating a Work Relationship

Background

The person you previously hired as an employee, XX Andrew Robinson, also works as a contingent worker in a different legal employer.

•

Use the bold text for the object names, replacing the XX with your student number, as indicated by your instructor.

•


Activity Scope Create an additional contingent worker work relationship for the person in the InFusion Corp USA2 legal employer.


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Requirements


Activity 2: Creating a Work Relationship In this activity, you create a contingent worker work relationship. Start Here Home work area, Welcome tab (default view after sign in). 1. In the global area Navigator menu, select Person Management.

2. In the Search section Name field, enter XX Andrew Robinson. 3. Click Search. 4. In the Search Results section, select XX Andrew Robinson. 5. In the Actions field, select Create Work Relationship. Location: Create Work Relationship: Identification page Information Use the Identification page to enter details such as the legal employer, personal details, and national identifiers, such as the employee's social security number. 6. In the Action field, select Add Contingent Work Relationship. 7. In the Legal Employer field, select InFusion Corp USA2. 8. Click Next. Location: Create Work Relationship: Person Information page Information Use the Person Information page to provide address details, and other modes of communication. In this example, there are no changes to the personal information. 9. Click Next. Location: Create Work Relationship: Employment Information page Information Use the Employment Information page to record details such as service dates and payroll relationship details.

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Location: Search Person page


10. In the Business Unit field, select USA2 Business Unit. 11. In the Job field, select Human Resources Generalist. 12. In the Grade field, select Prof3. 13. Click Next.

Information Use the Roles page to assign roles to the new employee. In this example, you retain the predefined role that is already assigned to the worker. 14. Click Next. Location: Create Work Relationship: Review page 15. Click Submit. Location: Warning dialog box 16. Click Yes. Location: Confirmation dialog box 17. Click OK. Location: Person Management work area At this point, you should have created an additional contingent work relationship for the existing employee XX Andrew Robinson.


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Location: Create Work Relationship: Roles page


Activity 3 Introduction: Managing Employment

Background

Employee XX Andrew Robinson has a new work location.

•


•


Activity Scope Update the location in XX Andrew Robinson's employee assignment.

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Requirements


Activity 3: Managing Employment In this activity, you change an employee's work location. Start Here Home work area, Welcome tab (default view after sign in). 1. In the global Navigator menu, select Person Management.

2. In the Search section Name field, enter XX Andrew Robinson. 3. Click Search. Note: XX Andrew Robinson appears twice in the search results because this person has two assignments, employee and contingent worker. 4. In the Search Results section, select the employee assignment XX Andrew Robinson. 5. In the Actions field, select Manage Employment. Location: Manage Employment page Information Use the Manage Employment page to update aspects of a worker's employment, such as assignments, transfers, promotions, job changes, and work location changes. 6. On the Search Results toolbar, in the Edit.button menu, select Update. Location: Update Employment window Information Use the Update Employment window to enter an effective date, action, and action reason for the update. 7. Click in the Effective Date field. Select the date 1st November 2012. 8. In the Action field, select Location Change. 9. Click OK. 10. Select the Assignment tab.


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Location: Search Person page


11. In the Location field, select Los Angeles. 12. Click Review. Location: Roles window 13. There are no changes in the roles, so click OK. Location: Edit Employment: Review page

15. Click Submit. Location: Warning dialog box 16. Click Yes. Location: Confirmation dialog box 17. Click OK. Location: Person Management work area At this point, you should have changed the employee XX Andrew Robinson's work location.

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14. Review the changes you made so far.



Employment Processes


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Demonstration: Transferring a Worker

As the Human Resources (HR) specialist, you manage any transfers across legal employers. Demonstration Scope This demonstration covers : •

Searching for the person XX Andrew Robinson

•

Creating a global transfer for the employee XX Andrew Robinson to facilitate movement of the employee to a different legal employer

•

Creating a new work relationship in the destination legal employer

Demonstration Steps Start Here Home work area, Welcome tab. 1. In the Navigator menu, click the Person Management link. Location: Search Person page 2. In the Search section Name field, enter XX Andrew Robinson. 3. Click Search. Note: XX Andrew Robinson appears twice in the search results because this person has two assignments, employee and contingent worker. 4. Select the employee assignment record.

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5. Click XX Andrew Robinson. Location: Person Management work area Information The Person Management work area enables you to manage all stages of a worker's association with the enterprise, from creating employment through termination of work relationships. Creating a Global Transfer

Location: Manage Employment page 7. In the Edit menu, select Update. Location: Update Employment dialog box Information Use the Update Employment window to enter an effective date, action, and any action related details. 8. In the Effective Date field, select 1st December 2012. 9. In the Action field, select Global Transfer. 10. In the Destination Legal Employer field, enter InFusion Corp USA1. 11. Click OK. Location: Inactivate Existing Assignments dialog box Information Use the window to define the status of the existing assignments. 12. Click OK to retain the default assignment status. Location: Global Transfer: Identification page Information You must create a new work relationship for the person in the destination legal employer since this is a global transfer. Creating a Work Relationship 13. Since there is no change in the identification information, click Next.


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6. In the Tasks pane, click Manage Employment.


Location: Global Transfer: Person Information page 14. Since there is no change in the person information, click Next. Location: Global Transfer: Employment Information page 15. In the Business Unit field, select USA1 Business Unit. Note: The InFusion Corp USA1 legal employer does not use employment , so you do not see the Employment tab.

17. In the Grade field, select Mgmt6. 18. In the Salary Information section Salary Basis field, select USA1 Annual Salary. 19. In the Salary Amount field, enter 75000. 20. Click Next. Location: Global Transfer: Roles page Note: Retain the predefined employee already assigned to the person. 21. Click Next. Location: Global Transfer: Review page 22. Review the information that you entered so far. 23. Click Submit. Location: Warning dialog box 24. Click Yes. Location: Confirmation dialog box 25. Click OK. Location: Manage Employment page

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16. In the Job field, select Human Resources .


Demonstration: Promoting a Worker Demonstration Background

As the line manager, you manage your workers' promotions. Demonstration Scope


This demonstration covers promoting a worker. Demonstration Steps Sign in as the line manager mitch.blum. Start Here Home work area, Manager Resources tab 1. Click the Employment subtab. 2. Select Feitty, Curtis. 3. On the toolbar, in the Actions menu, Personal and Employment submenu, select Promote. Location: Promote Curtis Feitty: Employment Details page 4. Leave the Promotion action selected. 5. In the Promotion Reason field, select Performance. 6. In the Job field, select Human Resources Specialist. 7. In the Grade field, select Mgmt2. Information Use the performance analytic to view Curtis's recent performance documents. 8. Click the Competency Match tab. Information The competency match analytic displays the differences between Curtis's current competency levels and those required by the proposed job.


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9. Click the Assignment Changes tab. Note: Assignment changes over a period of time. 10. Click the Next button. Location: Promote Curtis Feitty: Compensation Details page 11. In the New Salary field, enter 45000.

12. Click Next. Location: Promote Curtis Feitty: Roles page 13. There is no change in roles so, click Next. Location: Promote Curtis Feitty: Review page 14. Review the information you entered so far. 15. Click Submit. Location: Warning dialog box 16. Click Yes. Location: Confirmation dialog box 17. Click OK.

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Note:You can see in the analytic that Curtis's proposed salary falls within the specified grade range.


Demonstration: Terminating a Work Relationship



As the Human Resources (HR) specialist, you manage any worker terminations. Demonstration Scope This demonstration covers : •

Searching for the person XX Susan Smith (whom you hired earlier)

•

Terminating XX Susan Smith's work relationship

•

ing the termination

Demonstration Steps Start Here Home work area, Welcome tab. 1. In the global area Navigator menu, select Person Management. Location: Search Person page Searching for the Person 2. In the Search section Name field, enter XX Susan Smith. 3. Click Search. 4. In the Search Results section, click XX Susan Smith Location: Person Management work area Information The Person Management work area enables you to manage all stages of a worker's association with the enterprise, from creating employment through termination of work relationships.


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Terminating the Work Relationship 5. Click the Manage Work Relationship link. Location: Manage Work Relationship: XX Susan Smith page

6. On the toolbar, in the Actions menu, select Terminate . 7. In the Termination Action field, select Resignation. 8. Retain the current date in the Termination Date field. 9. Retain No as the selection for Hide Termination. 10. You want to revoke Susan's access only after the termination becomes effective. Retain After termination as the selection for Revoke Access, in the Access region. 11. Retain Yes as the selection for Recommended for Rehire. 12. Click Review. Location: Review Terminate Work Relationship page 13. Review the information entered so far. 14. Click Submit. 15. You want to process the termination immediately so retain Immediate as the selection for Processing Options. Location: Warning dialog box 16. Click Yes. Location: Confirmation dialog box 17. Click OK. Location: Search Person page ing the Termination

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Information You use the Manage Work Relationship page to edit or terminate a work relationship.



18. On the Search Person page, search for XX Susan Smith by entering a future effective date. The search returns no rows, indicating that the person's work relationship is terminated.


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Activity 4 Introduction: Terminating a Work Relationship Background

XX Susan Smith has resigned from the organization.

• •

Use the bold text for the object names, replacing the XX with your initials or terminal number, as indicated by your instructor. You must have access to Oracle Fusion Application InFusion database or comparable training or test instance at your site, on which to complete this practice.

Activity Scope You must terminate the work relationship of XX Susan Smith, whom you hired in an earlier activity. Use the following information to help you complete the activity: Note: Use default values unless otherwise indicated. • • • • •

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Termination Action: Resignation Termination Date: current date Hide Termination: No Recommended for Rehire: Yes Processing Option: Immediate



Requirements


Activity 4: Terminating a Work Relationship In this activity, you terminate a person's work relationship. Start Here Home work area, Welcome tab. 1. In the global area Navigator menu, select Person Management. Location: Search Person page


Searching for the Person 2. In the Search section Name field, enter XX Susan Smith. 3. Click Search. 4. In the Search Results section, click XX Susan Smith Location: Person Management work area Information The Person Management work area enables you to manage all stages of a worker's association with the enterprise, from creating employment through termination of work relationships. Terminating the Work Relationship 5. Click the Manage Work Relationship link. Location: Manage Work Relationship: XX Susan Smith page Information You use the Manage Work Relationship page to edit or terminate a work relationship. 6. On the toolbar, in the Actions menu, select Terminate . 7. In the Termination Action field, select Resignation. 8. Retain the current date in the Termination Date field. 9. Retain No as the selection for Hide Termination. 10. You want to revoke Susan's access only after the termination becomes effective. Retain After termination as the selection for Revoke Access, in


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the Access region. 11. Retain Yes as the selection for Recommended for Rehire. 12. Click Review. Location: Review Terminate Work Relationship page 13. Review the information entered so far.

15. You want to process the termination immediately so retain Immediate as the selection for Processing Options. Location: Warning dialog box 16. Click Yes. Location: Confirmation dialog box 17. Click OK. Location: Search Person page ing the Termination 18. On the Search Person page, search for XX Susan Smith by entering a future effective date. The search returns no rows, indicating that the person's work relationship is terminated.At this point, you should have terminated XX Susan Smith's work relationship.

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14. Click Submit.




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Lesson 10: Maintain Worker Directories


Demonstration Background You want to change the marital status of an employee. Demonstration Scope Search for the person Andrew Moore in the person gallery and change the person's marital status. Demonstration Steps Start Here Home work area, Welcome tab 1. In the global area Navigator menu, select Person Gallery. Location: Search Person tab 2. In the Keywords field, enter Andrew Moore. 3. Click Search. 4. In the Search Results section, click Andrew Moore. Location: Andrew Moore portrait page. Information You are in Andrew Moore's portrait; you can initiate any (available) actions for the person from here. The available actions depend on the security privileges. For example, you have more detailed access if you are designated as the person's human resources .

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Person Gallery and Portrait Demonstration: Person Search


5. Scroll down to the Actions pane in the regional area. 6. Click Change Marital Status. Location: Change Marital Status page Information The effective start date is the current date by default. 7. In the Marital Status field, select Legally separated. 8. Click Submit.


Location: Warning dialog box 9. Click Yes. Location: Confirmation dialog box 10. Click OK.


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Activity 1 Introduction: Line Manager Self-Service Background XX Andrew Robinson has acquired the Project Management Professional certification.

•


•


Activity Scope As XX Andrew Robinson's line manager, update his qualifications.

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Requirements


Activity 1: Line Manager Self-Service In this activity, you update the qualifications of your worker. Start Here Home work area, Welcome tab (default view after sign in). 1. In the global area Navigator menu, select Person Gallery.

2. Click the Organization Chart tab. Location: Organization Chart page Information The organization chart presents a hierarchical view of people in the manager's organization. 3. Expand the chart to display your worker XX Andrew Robinson in the hierarchy. 4. Click XX Andrew Robinson. Location: XX Andrew Robinson portrait page Information As XX Andrew Robinson's line manager, you can view a version of the worker's portrait that is more detailed than the public version of the worker's portrait. 5. Go to and click the Experience and Qualifications card. Location: Education and Qualifications section 6. Click Edit Skills and Qualifications. Location: Skills and Qualifications tab 7. In the Content Type field, select Licenses and Certifications. 8. Click the Add icon button. 9. Search for and select Project Management Professional Certification. 10. Enable Renewal Required. 11. In the Issue Date field, enter the current date.


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Location: Person Gallery page


12. Click OK. 13. Click Submit. Location: Warning dialog box 14. Click Yes. Location: Confirmation dialog box

Location: __ At this point, you should have updated the qualifications of the worker XX Andrew Robinson.

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15. Click OK.


Activity 2 Introduction: Worker Self-Service Background Proof is required for extended absences.

•


•



Requirements

Activity Scope Sign in to your portrait and submit your medical report as a proof of your absence.


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Activity 2: Worker Self-Service In this activity, you submit your medical report by accessing your portrait. Start Here Home work area, Welcome tab (default view after sign in). 1. In the global area Navigator menu, select Person Gallery.

2. Click the My Portrait tab. Information The My Portrait page displays information about you and enables you to initiate various actions. 3. Go to and click the Personal and Employment portrait card (using the right arrow). Location: Personal and Employment section 4. On the Document Records section toolbar, click the Create icon button. Location: Create Document Record dialog box 5. In the Type field, select Medical Reports. 6. In the Document Name field, enter Absence Medical Report. 7. In the From Date field. enter today’s date. 8. In the Issuing Authority field, enter Dr. Kate Williams. 9. On the toolbar, click Add Attachments. Location: Attachments dialog box 10. In the Type field, select Text. 11. In the File Name or URL field, enter the text Test medical report. Note:You are entering sample text for the purpose of completing this activity. You would typically attach a scanned copy of a medical report or enter a file URL if the report is available online.

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Location: Person Gallery page


12. In the Description field, enter Medical Report Summary. 13. Click OK. Location: Create Document Record dialog box 14. Click Ok.


At this point, you should have submitted your medical report by logging in to your portrait.


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Lesson 11: Define Workforce Profiles

Lesson 11: Define Workforce Profiles Set Up Talent Profile Content Profile Content Key Concepts: Content Library Content Types Content Items Educational Establishments Rating Models



• • • • •

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Demonstration: Content Types

Show the predefined content types, and discuss the attributes for each property.

Demonstration Steps Start Here Setup and Maintenance work area, Implementation Projects: XX Workforce Deployment page 1. In the Search: Tasks pane Name field, enter Manage Profile Content Types. 2. Click the Search icon button. 3. In the Manage Profile Content Types task row, click Go to Task. Location: Manage Profile Content Types page 4. Review the predefined content types. 5. Select the Competencies content type. 6. Click Edit. Information Some of the properties and attributes for predefined content types cannot be changed. 7. Click the Relationships tab. 8. Click the Subscribers tab. 9. Click Cancel. Location: Implementation Projects: XX Workforce Deployment page

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Demonstration Scope




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Demonstration: Content Items

Go to the Manage Content Items task and show how the properties defined in the content type determine the fields for the content items for that type, and the attributes of those fields. Demonstration Steps Start Here Setup and Maintenance work area, Implementation Projects: XX Workforce Deployment page 1. In the Search: Tasks pane Name field, enter Manage Profile Content Items. 2. Click the Search icon button. 3. In the Manage Profile Content Items task row, click Go to Task. Location: Manage Profile Content Items page 4. Show the predefined content items for the Competency content type. 5. Select one of the content items. 6. Click Edit. Location: Edit Content Item page 7. Show the fields and their attributes. 8. Click Cancel. Location: Manage Profile Content Items page

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Demonstration Scope


Demonstration Scope View the Profile Educational Establishments and how to add the college, university, or other schools content type. Demonstration Steps Start Here Setup and Maintenance work area, Implementation Projects: XX Workforce Deployment page These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - ___ 1. In the Manage Educational Establishments task row, click Go to Task. Location: Manage Educational Establishments page 2. On the toolbar, click the Create icon button. Location: Create Educational Establishment page 3. Review the required fields. 4. Click Cancel. Location: Manage Educational Establishments page 5. Point out the various fields now in summary format.


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Demonstration: Educational Establishments


Demonstration: Rating Models

Go to the Manage Rating Models task and compare the predefined rating models. Demonstration Steps Start Here Setup and Maintenance work area, Implementation Projects: XX Workforce Deployment page 1. In the Search: Tasks pane Name field, enter Manage Profile Rating Models. 2. Click the Search icon button. 3. In the Manage Profile Rating Models task row, click Go to Task. 4. Location: Manage Rating Models page 5. Review the predefined models. 6. Select the Performance model. 7. On the toolbar, click Edit. Location: Edit Rating Model page 8. On the Rating Levels tab, show the available fields and their attributes. 9. Click the Review Points, Rating Categories, and Distributions tabs, reviewing the fields and attributes for each in turn. 10. Click Cancel. Location: Manage Profile Rating Models page

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Demonstration Scope


Set Up Talent Profiles This section describes the following: Profile types Instance qualifiers


• •


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Demonstration: Profile Types

Go to the Edit Profile Type page and discuss the key concepts for these areas: •

Content sections

•

Summary text

Demonstration Steps Start Here Setup and Maintenance work area, Implementation Projects: XX Workforce Deployment page These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - ___ 1. In the Manage Profile Types task row, click Go to Task. Location: Manage Profile Types page 2. Search for and select the Person profile type. 3. On the Search Results toolbar, click the Edit icon button. Location: Edit Profile Type page 4. Click the Competencies content section. 5. Click Competencies in the grid to access the section properties. Location: Content Section page 6. Review the properties and section access options.

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Demonstration Scope


7. Click Cancel. Location: Edit Profile Type page 8. Click the Summary tab. 9. Review the predefined text and the locations on which each text block appears. 10. Click Cancel. Location: Manage Profile Types page


11. Click Done. Location: Implementation Projects: XX Workforce Deployment page


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Demonstration: Instance Qualifier Set

Go to the Edit Instance Qualifier Set page for the Potential instance qualifier set and review the settings. Demonstration Steps Start Here Setup and Maintenance work area, Implementation Projects: XX Workforce Deployment page These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - ___ 1. In the Manage Instance Qualifiers task row, click Go to Task. Location: Manage Instance Qualifier Sets page 2. Search for select the Potential instance qualifier set. 3. On the Search Results section toolbar, click the Edit icon button. Location: Edit Instance Qualifier Set page 4. Review the following fields: - Employee View - Manager View - Searchable - Employee Default - Manage Default

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Demonstration Scope


5. Click Cancel. Location: Manage Instance Qualifier Sets page 6. Click Done.


Location: Implementation Projects: XX Workforce Deployment page


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Demonstration: Where Instance Qualifier Sets Are Used

Viewing instance qualifiers in use within the application Scope Sign in as Linda.Swift and go to the portrait of one of her direct reports, Jack Fisher in the Person Gallery. Show how to can view and edit a worker's ratings for: •

Performance

•

Potential

•

Risk and Impact of Loss

Demonstration Steps 1. Sign in to Oracle Fusion HCM as Linda.Swift. 2. In the global area Navigator menu, select more.... 3. Select Person Gallery. Location: Person Gallery tab 4. In the Keywords field, enter Jack Fisher. 5. Select Jack Fisher to open his portrait. 6. Maximize the Career Planning card for Jack Fisher. 7. On the Talent Ratings section toolbar, c lick the Edit icon button.

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Demonstration Scope


Location: Edit Talent Ratings page 8. Review the scores and ratings that you can edit for: - Performance - Potential - Risk and impact of loss

9. Sign out of Oracle Fusion HCM. Managers and HR specialists can enter ratings for workers directly on this portrait card, but these ratings can also be changed during a talent review meeting and on a performance document. Instance qualifier sets are used to identify where the rating was given.


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- Advancement readiness


Background InFusion Corporation provides many opportunities for workers to volunteer for projects that community service, environmental responsibility, and community leadership. Therefore, leaders at InFusion Corporation ask the implementation team to design a way for workers to track the following types of corporate citizenship activities that they participate in: •

Social Responsibility

•

Environmental Responsibility

•

State Citizenship

Requirements •


•


Activity Scope Create a new content type for corporate citizenship, which you will later added to the Person profile type so that workers can then add the new content section to their profile and enter comments to describe their corporate citizenship activities. Use the following decision table below to help you create the content type:

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Activity 1 Introduction: Creating a New Content Type and Items




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Activity 1: Creating a New Content Type In this activity, you create a new content type.


1. In the Manage Profile Content Types task row, click Go to Task. Location: Manage Content Types page 2. On the Search Results section toolbar, click Create. Location: Create Content Type page 3. In the Code field, enter XX Citizenship. 4. In the Name field, enter XX Corporate Citizenship. 5. In the Description field, enter Content type to track corporate citizenship activities. 6. On the Field Properties section toolbar, click Add. 7. In the Field Name field, select ITEM_DATE_1. 8. In the Label field, enter Date of Participation. 9. On the Field Properties section toolbar, click Add. 10. In the Field Name field, select ITEM_TEXT_20. 11. In the Label field, enter Project Name. 12. Click Save. Location: Confirmation dialog box 13. Click OK.

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These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Workforce Profiles - Define Talent Profile Content.


Location: Edit Content Type page 14. Click the Subscribers tab. 15. On the toolbar, click Add. 16. In the Subscriber Name field, select TM. 17. On the toolbar, click Add again.


18. In the Subscriber Name field, select HRMS. 19. Click Save and Close. Location: Manage Content Types page 20. Click Done. Location: Implementation Project: XX Workforce Deployment page 21. In the Manage Profile Content Types task row, click the Status icon button. Location: Edit Status dialog box 22. In the Status field, select Completed. 23. Click Save and Close. Location: Implementation Project: XX Workforce Deployment page At this point, you should have created the XX Corporate Citizenship content type.


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Activity 2 Introduction: Creating Content Items

InFusion Corporation provides many opportunities for workers to volunteer for projects that community service, environmental responsibility, and community leadership. Therefore, leaders at InFusion Corporation ask the implementation team to design a way for workers to track the following types of corporate citizenship activities that they participate in: •

Social responsibility

•

Environmental responsibility

•

State citizenship

Requirements •


•


Activity Scope Create new content items for corporate citizenship so that you can add the new content type to the person profile type. Workers can then add the new content section to their profile, and enter comments to describe their corporate citizenship activities.

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Background


Activity 2: Creating Content Items In this activity, you create a new content type.


1. In the Manage Profile Content Items task row, click Go to Task. Location: Manage Content Items page 2. On the Search Results section toolbar, click Create. Location: Create Content Item dialog box 3. In the Content Type field, select XX Corporate Citizenship. 4. In the Content Item field, enter Environmental Responsibility. 5. Click Continue. Location: Create Content Item page Information Use the Create Content Item page to enter the details for the content item, based on the field properties that you set up for the content item. 6. In the Item Code field, enter Env. 7. Click Save and Close Location: Manage Content Items page 8. Repeat the previous steps to create the remaining content items. - Content Item: Social Responsibility; Item Code: Social - Content Item: State Citizenship; Item Code: State Ctznshp 9. Click Done.


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These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Workforce Profiles - Define Talent Profile Content.


Location: Implementation Projects: XX Workforce Deployment page 10. In the Manage Profile Content Items task row, click the Status icon button. Location: Edit Status dialog box 11. In the Status field, select Completed. 12. Click Save and Close.

At this point, you should have created the Environmental Responsibility, Social Responsibility, and State Citizenship content items for the Corporate Citizenship content type.

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Activity 3 Introduction: Adding a New Content Type to the Person Profile Type



•


•

State Citizenship

Requirements •


•


Activity Scope Add the new XX Corporate Citizenship content type and content items to the Person profile type so that workers can then add the new content section to their profile, and enter comments to describe their corporate citizenship activities.


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Background


Activity 3: Adding a New Content Type to the Person Profile Type In this activity, you create a new content type.

These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Workforce Profiles - Define Talent Profiles. 1. In the Manage Profile Types task row, click Go to Task. Location: Manage Profile Types page 2. In the Search Results section, select PERSON. 3. On the toolbar, click Edit. Location: Edit Profile Type page 4. In the Content Sections section toolbar, click Add Content Section. 5. Location: Add Content Section dialog box 6. Click XX Corporate Citizenship. Location: Edit Profile Type page 7. In the Content Sections section, click XX Corporate Citizenship. Location: Content Section page Information Use the Content Section page to edit the properties of the content section. Some properties are inherited from the content type, but you must add additional properties that are more suitable for how the content section appears on a profile, as opposed to how you want to capture information for the content type in the content library. 8. On the Content Properties section toolbar, click Add.

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9. In the Column Name field, select ITEM_DATE_1. 10. In the Label field, enter Date of Participation. 11. In the Display field, select Both. 12. On the toolbar, click Add button. 13. In the Column Name field, select ITEM_TEXT240_1.

15. In the Display field, select Both. Information In the Content Section Access section, set up access for employees to be able to edit the section, and for managers and HR specialists to view it. 16. On the Content Section Access section toolbar, click Add. 17. In the Role field, select Employee. 18. Select Update. 19. On the toolbar, click Add. 20. In the Role field, select HR Specialist. 21. Select Update. 22. Click OK. Location: Edit Profile Type page 23. Click Save and Close. Location: Manage Profile Types page 24. Click Done. Location: Implementation Projects: XX Workforce Deployment page 25. In the Manage Profile Content Types task row, click the Status icon button. Location: Edit Status dialog box


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14. In the Label field, enter Description of Participation.


26. In the Status field, select Completed. 27. Click Save and Close. Location: Implementation Projects: XX Workforce Deployment page


At this point, you should have added the XX Corporate Citizenship content section to the Person profile type.

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Activity 4 Introduction: Adding the New Content Section to a Profile



•


•

State Citizenship

Requirements •


•


Activity Scope Add the new content section to a worker profile and enter comments to describe the worker's corporate citizenship activities.


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Background


Activity 4: Adding the New Content Section to a Profile In this activity, you add the new content section to a worker profile.

Start Here Home work area, Welcome page

2. Select Person Gallery. Location: Person Gallery page 3. Click the My Portrait tab. Information You add new content sections to the Experience and Qualifications card. 4. Find and select the Experience and Qualifications card. 5. In the Skills and Qualifications section, click the Edit icon button. Location: Edit Skills and Qualifications page 6. In the Content Type field, select XX Corporate Citizenship. 7. Click Add. Location: Select and Add dialog box 8. In the Name field, enter Social. 9. Click Search. 10. Click OK. Location: Edit Skills and Qualification page Information The content item, Social Responsibility was added to Curtis's profile. He can now enter details about the social responsibility activities in which he participates.

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1. In the global area Navigator menu, select more >>.


11. Repeat these steps for the other two content items that you created for the XX Corporate Citizenship content type. 12. When you are finished, click Submit. Location: Warning dialog box 13. Click Yes. Location: Confirmation dialog box 14. Click OK.


Location: My Portrait tab At this point, you should have included the XX Corporate Citizenship on Curtis's Experience and Qualifications card.


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Lesson 12: Define Security for HCM





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158


Lesson 13: Define Data Security for HCM


Background HR specialists in the Organizational Development US department who are based in Chicago, are undertaking a special project to review the skills and experience of all contingent workers in the HCM US department and all departments under HCM US in the InFusion department hierarchy. Any contingent workers in the Organizational Development US department are not in scope. Requirements •


•


Activity Scope Create an organization security profile that identifies the relevant instance set of departments for this exercise. The instance set comprises HCM US and all departments under it in the department hierarchy, except the department Organizational Development US.


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Manage Organization and Position Security Profiles Activity 1 Introduction: Creating an Organization Security Profile


Activity 1: Creating an Organization Security Profile In this activity, you create a organization security profile.

These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Security for Human Capital Management - Define Data Security for Human Capital Management 1. In the Manage Organization Security Profile task row, click Go to Task. Location: Manage Organization Security Profiles page 2. On the Search Results section toolbar, click the Create icon button. 3. Location: Create Organization Security Profile page 4. In the Basic Details section Name field, enter XX HCM US Departments - Not Organizational Development US. 5. In the Organization Hierarchy section, select Secure by Organization Hierarchy. 6. In the Organization Hierarchy section Tree Structure radio group, select Department hierarchy. 7. In the Department Tree field, select InFusion Department Tree. 8. In the Top Organization Selection radio group, keep Specify organization selected. 9. In the Organization field, search for and select HCM US. 10. Select Include Top Organization. 11. In the Organizations section, select Secure by Organization List. 12. On the toolbar, click the New icon button. 13. In the Organization field, select Search.

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14. Location: Search and Select: Organization dialog box 15. In the Organization field, enter Organizational%. 16. In the Classification Name field, enter Department. 17. Click Search. 18. Select Organizational Development US. 19. Click OK.


Location: Create Organization Security Profile page 20. In the Organizations section Organizational Development US row, select Exclude. 21. Click Save and Close. 22. Location: Manage Organization Security Profiles page 23. Click Done. Location: Implementation Projects: XX Workforce Deployment page 24. In the Manage Organization Security Profile task row, click the Status icon button. Location: Edit Status dialog box 25. In the Status field, select Completed. 26. Click Save and Close. Location: Implementation Projects: XX Workforce Deployment page


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Background HR specialists in the Organizational Development US department who are based in Chicago, are undertaking a special project to review the skills and experience of all contingent workers in the HCM US department and all departments under HCM US in the InFusion department hierarchy. Any contingent workers in the Organizational Development US department are not in scope. Requirements •


•


Activity Scope Create a person security profile that identifies the relevant instance set of person records for this exercise. The instance set comprises all contingent workers in HCM US and all departments under it in the department tree, except those in the department Organizational Development US.

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Manage Person and Public Person Security Profiles Activity 2 Introduction: Creating a Person Security Profile


Activity 2: Creating a Person Security Profile In this activity, you create a person security profile.

These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Security for Human Capital Management - Define Data Security for Human Capital Management 1. In the Manage Person Security Profile task row, click Go to Task. Location: Manage Person Security Profiles page 2. On the Search Results section toolbar, click the Create icon button. Location: Create Person Security Profile page 3. In the Name field, enter XX HCM US Contingent Workers - Not Organizational Development US. 4. In the Person Types section, select Secure by Person Type. 5. On the Person Types section toolbar, click the New icon button. 6. In the System Person Type field, select Contingent Worker. 7. In the Access field, select Restricted. 8. In the Workforce Structures section, select Secure by Department. 9. In the Secure by Department field, select the XX HCM US Departments - Not Organizational Development US. 10. Click Save and Close. Location: Manage Person Security Profiles page 11. Click Done. Location: Implementation Projects: XX Workforce Deployment page


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12. In the task Manage Person Security Profile task row, click the Status icon button. Location: Edit Status dialog box 13. In the Status field, select Completed. 14. Click Save and Close.

At this point, you should have created the XX HCM US Contingent Workers - Not Organizational Development USperson security profile.

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Manage HCM Data Roles Activity 3 Introduction: Creating an HCM Data Role

HR specialists in the Organizational Development US department who are based in Chicago, are undertaking a special project to review the skills and experience of all contingent workers in the HCM US department and all departments under HCM US in the InFusion department hierarchy. Any contingent workers in the Organizational Development US department are not in scope. Requirements •


•


Activity Scope Create an HCM data role that provides HR specialists with the access to contingent worker records that they require for this activity.


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Background


Activity 3: Creating an HCM Data Role In this activity, you create an HCM data role.

These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Security for Human Capital Management - Define Data Security for Human Capital Management 1. In the Manage Data Role and Security Profiles task row, click Go to Task. Location: Manage HCM Data Roles page 2. On the Search Results section toolbar, click the Create icon button. Location: Create Data Role: Select Role page 3. In the Data Role field, enter XX HR Specialist HCM US CWK Analysis. 4. In the Job Role field, search for and select Human Resource Specialist. 5. Click Next. Location: Create Data Role: Security Criteria page Information You can either select an existing security profile for each HCM business object or create a new security profile. To create a new security profile, you select the Create New value from the list of security profiles for an HCM business object, enter the security profile name, and select the criteria by which you want to secure the object. In this activity, you select existing security profiles for each HCM business object. 6. In the Organization Security Profile field, select View All Organizations. 7. In the Position section Position Security Profile field, select View All Positions. 8. In the Countries section Country Security Profile field, select View All Countries.

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9. In the Legislative Data Group section LDG Security Profile field, select US LDG. 10. In the Person section Person Security Profile field, select Search. Location: Search and Select: Person Security Profile dialog box 11. In the Name field, enter XX HCM%.

13. Select XX HCM US Contingent Workers - Not Organizational Development US. 14. Click OK. Location: Create Data Role: Security Criteria page 15. In the Public Person section Person Security Profile field, select View All Workers. 16. In the Document Type section Document Type Security Profile field, select View All Document Types. 17. In the Payroll section Payroll Security Profile field, select View All Payrolls. 18. In the Payroll Flow section Flow Pattern Security Profile field, select View All Flows. 19. In the Workforce Business Process section Workforce Business Process Security Profile field, select View All Workforce Business Processes. Note: Workforce business process security profiles are ed from Release 6 (11.1.6) onwards. However, you must select a value for this security profile to proceed further in the activity. 20. Click Review. Location: Create Data Role: Review page 21. Review the details of the new HCM data role 22. Click Submit. Location: Manage HCM Data Roles page 23. Click Done.


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12. Click Search.


Location: Implementation Projects: XX Workforce Deployment page 24. In the Manage Data Role and Security Profiles task row, click the Status icon button. Location: Edit Status dialog box 25. In the Status field, select Completed. 26. Click Save and Close.

At this point, you should have created the XX HR Specialist HCM US CWK Analysis HCM data role.

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27. Location: Implementation Projects: XX Workforce Deployment page


Manage Role Mappings Activity 4 Introduction: Role Mapping to Autoprovision Roles Background


All InFusion employees must have the Employee abstract role. Requirements •


•


Activity Scope Create a role mapping to provision the Employee role automatically to all InFusion employees.


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Activity 4: Role Mapping to Autoprovision Roles In this activity, you create a new role mapping. Start Here Setup and Maintenance work area Implementation Project: XX Workforce Deployment page

1. In the Manage HCM Role Provisioning Rules task row, click Go to Task. Location: Manage Role Mappings page 2. On the Search Results section toolbar, click the Create icon button. Location: Create Role Mapping page 3. In the Mapping Name field, enter XX InFusion All Employees. 4. In the Conditions section Assignment Type field, select Employee value in the Assignment Type. 5. In the Assignment Status field, select Active. 6. In the Associated Roles section toolbar, click the Add Row icon button. 7. In the Role Name field, search for and select Employee. 8. Confirm that in the Employee row, Autoprovision is selected. 9. Click Save and Close. Location: Confirmation dialog box 10. Click OK. Location: Manage Role Mappings page 11. Click Done. Location: Implementation Projects: XX Workforce Deployment page

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These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Security for Human Capital Management - Define s for Human Capital Management


12. In the Manage HCM Role Provisioning Rules task row, click the Status icon button. Location: Edit Status dialog box 13. In the Status field, select In Progress. 14. Click Save and Close. Location: Implementation Projects: XX Workforce Deployment page



At this point, you should have created the XX InFusion All Employees role mapping.

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Activity 5 Introduction: Role Mapping to Provision Roles to Other s Background

Requirements •


•


Activity Scope Create a role mapping to enable HR specialists in the Benefits US department to provision the predefined Benefits role to other workers.

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HR Specialists in the Benefits US department who are also employees need to be able to provision the role Benefits to other workers. The number of benefits s is small, and not all workers in Benefits US need the role.


Activity 5: Role Mapping to Provision Roles to Other s In this activity, you create a new role mapping. Start Here Setup and Maintenance work area Implementation Project: XX Workforce Deployment page


These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Security for Human Capital Management - Define s for Human Capital Management 1. In the Manage HCM Role Provisioning Rules task row, click Go to Task. Location: Manage Role Mappings page 2. On the Search Results section toolbar, click the Create icon button. Location: Create Role Mapping page 3. In the Mapping Name field, enter XX HR Specialists Benefits US. 4. In the Conditions section Department, search for and select Benefits US. 5. In the Job field, search for and select Human Resources Specialist. 6. Click the Assignment Type field, select Employee. 7. In the Assignment Status field, select Active. 8. In the Associated Roles section toolbar, click the Add Row icon button. 9. In the Role Name field, search for and select Benefits . 10. In the Benefits row, select Requestable. 11. Deselect Autoprovision. 12. Click Save and Close. Location: Confirmation dialog box 13. Click OK. Location: Manage Role Mappings page


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14. Click Done. Location: Implementation Projects: XX Workforce Deployment page 15. In the Manage HCM Role Provisioning Rules task row, click the Status icon button. Location: Edit Status dialog box 16. In the Status field, select In Progress.

Location: Implementation Projects: XX Workforce Deployment page At this point, you should have created the XX HR Specialists Benefits US role mapping and associated provisioning rules.

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17. Click Save and Close.


Activity 6 Introduction: Role Mapping for SelfRequestable Roles

In the previous activity, you created a role mapping to enable HR Specialists in the Benefits US department to provision the role Benefits to other workers. To reduce the workload of HR Specialists and avoid delays in provisioning the role, it has since been decided that employees should be able to request this role for themselves. Requirements •


•


Activity Scope Create a role mapping to enable all employees in the Benefits US department to request the Benefits role.


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Background


Activity 6: Role Mapping for Self-Requestable Roles In this activity, you create a new role mapping. Start Here Setup and Maintenance work area Implementation Project: XX Workforce Deployment page

1. In the Manage HCM Role Provisioning Rules task row, click Go to Task. Location: Manage Role Mappings page 2. On the Search Results section toolbar, click the Create icon button. Location: Create Role Mapping page 3. In the Mapping Name field, enter XX Benefits US Workers. 4. In the Conditions section Department field, search for and select Benefits US. 5. In the Conditions section Assignment Type field, select Employee. 6. In the Assignment Status field, select Active. 7. In the Associated Roles section toolbar, click the Add Row icon button. 8. In the Role Name field, search for and select Benefits Specialist. 9. In the Benefits row, select Self-requestable. 10. Deselect Autoprovision. 11. Click Save and Close. Location: Confirmation dialog box 12. Click OK. Location: Manage Role Mappings page 13. Click Done.

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These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Security for Human Capital Management - Define s for Human Capital Management


Location: Implementation Projects: XX Workforce Deployment page 14. In the Manage HCM Role Provisioning Rules task row, click the Status icon button. Location: Edit Status dialog box 15. In the Status field, select Completed. 16. Click Save and Close.

At this point, you should have created the XX Benefits US Workers role mapping and associated provisioning rules.


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Lesson 14: Define Approval Management for HCM





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Lesson 15: Define Workforce Records

Lesson 15: Define Workforce Records Defining Availability Demonstration: Managing Calendar Events



As a Human Resources (HR) specialist, you create and manage calendar events. Demonstration Scope Create a calendar event for the public holiday May Day. Demonstration Scope Start Here Setup and Maintenance work area, Implementation Project: XX Workforce Deployment page These task lists are expanded: Workforce Deployment - Define Common HCM Configuration - Define Workforce Records - Define Availability. 1. In the Manage Calendar Events row, click Go to Task. Location: Manage Calendar Events page 2. Click Create. Location: Create Calendar Event page 3. Click in the Name field. Enter XX May Day. 4. Click in the Code field. Enter XXM. 5. Click in the Category field. Select Public holiday. Information As you learned earlier in this lesson, a calendar event category identifies a group of related calendar events.


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6. Click in the Start Date field. Select the current date. 7. Click in the End Date field. Select 1st December 2020. 8. Click in the Hierarchy Type field. Select Organization. Information As you learned earlier in the lesson, you use an organizational hierarchy to select organizations to which the calendar event must apply to.

10. Select the InFusion Corporation row. 11. Click the Include button. 12. Click the Expand icon next to InFusion Corporation to view the entire coverage. 13. Click Submit. Location: Confirmation dialog box 14. Click Ok.

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9. Click in the Hierarchy field. Select InFusion Project Organization Hierarchy.


Demonstration: Managing Work Schedules Demonstration Background

Demonstration Scope Go to the Manage Work Schedules page and open an existing work schedule to learn about its settings. Demonstration Scope Start Here Setup and Maintenance work area, Implementation Project: XX Workforce Deployment page These task lists are expanded: Workforce Deployment - Define Common HCM Configuration - Define Workforce Records - Define Availability. 1. In the Manage Work Schedules row, Click Go to Task. Location: Manage Work Schedules page 2. In the Category field, select Work. Note: We are searching for work schedules that belong to the Work category. 3. Click Search. 4. Click Regular Work Schedule. Information Notice that this work schedule belongs to the Time type, which indicates that the schedule is composed of Time work patterns. Time patterns always have time shifts that have a start time and end time. In this work schedule, the length of the Standard Working Week - Office work pattern is seven days. This work schedule


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As a Human Resources (HR) specialist, you create and manage work schedules.



starts from January 1, 2001 to January 1, 2020. The work pattern in the Patterns region repeats itself during this period. As you learned earlier in this lesson, a work schedule exception is an event that impacts the normal working pattern in a work schedule. Notice that the Public Holiday calendar event category is added as an exception to this work schedule. This means all calendar events that belong to the selected category are automatically added as exceptions. Eligibility profiles allow you to restrict the number of work schedules that appear when a manager wants to select a schedule to assign to workers.

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Activity 1 Introduction: Creating a Work Schedule and Adding an Exception Background

Requirements •


•

You must have access to Oracle Fusion Application InFusion database or comparable training or test instance at your site, on which to complete this practice

Activity Scope Create calendar events, a workday schedule, and a work schedule as well as assign the work schedule.


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InFusion Corporation wants you to create a six-month work schedule for the new Data Center Operations department that is exclusively handling product maintenance queries from customers in the UK.


Activity 1: Creating and Asg a Work Schedule In this activity, you create and assign a work schedule. Start Here Setup and Maintenance work area, Implementation Project: XX Workforce Deployment page

Creating a Calendar Event Category 1. In the Manage Availability Lookups task row, Click Go To Task. Location: Manage Availability Lookups page 2. Click the New icon button. 3. In the Lookup Code field, enter XX_TE. 4. In the Start Date field, enter 1/1/51. 5. In the Meaning field, enter XX Training Events. 6. Click Save and Close. Location: Implementation Project: XX Workforce Deployment page Creating a Calendar Event 1. In the Manage Calendar Events task row, click Go To Task. Location: Manage Calendar Events page 2. Click the Create icon button. Location: Create Calendar Event page 3. In the Name field, enter XX Worker Safety and Health Training. 4. In the Category field, select XX Training Events. 5. In the Start Date field, enter 3/12/2012 12:00 AM.

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These task lists are expanded: Workforce Deployment - Define Common HCM Configuration - Define Workforce Records - Define Availability


Note:In this activity, the training event starts on March 12, 2012 and ends on March 14, 2012. 6. In the End Date field, enter 3/14/2012 5:00 PM. 7. In the Short Code field, enter XXWSH. 8. Click Submit. Location: Confirmation dialog box


9. Click OK. Location: Manage Calendar Events page 10. Click Done. Location: Implementation Project: XX Workforce Deployment page Creating a Work Shift 1. In the Manage Work Shifts task row, click Go to Task. Location: Manage Work Shifts page 2. In the Create Time Shift field, select Create Time Shift. Location: Create Time Shift dialog box 3. In the Name field, enter XX Day Shift. 4. In the Description field, enter 8-hour day-shift for employees. 5. In the Code field, enter XDS. 6. In the Start Time field, select 9. 7. In the Start Time field, select 00. 8. In the Duration field, enter 8. 9. In the Duration field, select Hours. 10. In the Shift Detail Type field, select None.


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11. Click Save and Close. Location: Manage Work Shifts page 12. In the Create Time Shift field, select Create Time Shift. Location Create Time Shift dialog box 13. In the Name field, enter XX Evening Shift.

15. In the Code field, enter XNS. 16. In the Start Time field, select 17. 17. In the Start Time field, select 00. 18. In the Duration field, enter 8. 19. In the Duration field, select Hours. 20. In the Shift Detail Type field, select None. 21. Click Save and Close. Location: Manage Work Shifts page 22. Click Done. Location: Implementation Project: XX Workforce Deployment page Creating a Workday Pattern 1. In the Manage Work Workday Patterns row, click Go to Task. Location: Manage Workday Patterns page 2. In the Create Time Workday Pattern field, select Create Time Workday Pattern. Location: Create Workday Pattern dialog box 3. In the Name field, enter XX Workday Pattern. 4. In the Length In Days field, enter 7.

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14. In the Description field, enter 8-hour evening-shift for employees.


5. On the toolbar, click the Add Row icon button. 6. In the Start Day field, enter 1. 7. In the End Day field, enter 3. 8. Click Search: Shift Name. 9. Click an entry in the XX Day Shift column. 10. On the toolbar, click the Add Row icon button.


11. In the Start Day field, enter 4. 12. In the End Day field, enter 5. 13. Click Search: Shift Name. 14. Click an entry in the XX Evening Shift column. 15. Click Save and Close. Location: Manage Work Workday Patterns page 16. Click Done. Location: Implementation Project: XX Workforce Deployment page Creating a Work Schedule 1. In the Manage Work Schedules task row, click Go to Task. Location: Manage Work Schedules page 2. On the toolbar, click the Create icon button. Location: Create Work Schedule page 3. In the Name field, enter XX Work Schedule. 4. In the Type field, select Time. 5. In the Effective from Date field, enter 1/2/2012. 6. In the Effective to Date field, enter 6/30/2012.


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7. In the Category field, select Work. 8. In the Patterns section toolbar, click the Add Row icon button. Note: You must add the pattern that you created earlier. 9. In the Name field, select XX Workday Pattern. 10. Click Submit.

11. Click OK. Location: Manage Work Schedules page 12. Click Done. Location: Implementation Project: XX Workforce Deployment page Asg a Work Schedule 1. In the Manage Work Schedule Assignment task row, click Go to Task. Location: Manage Work Schedule Assignment istration page 2. In Search section the Name field, enter XX Work Schedule. 3. Click Search. 4. In the Search Results section, click XX Work Schedule. Location: Edit Work Schedule Assignment istration page 5. On the toolbar, click the Add Row icon button. 6. In the Resource Type field, select Department. 7. In the Name field, enter XX_InFusion Financial_Sales (department you created earlier) . 8. In the Start Date field, enter 1/2/2012. 9. In the End Date field, enter 6/30/2012. 10. Click Submit.

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Location: Confirmation dialog box


Location: Confirmation dialog box 11. Click OK. Location: Manage Work Schedule Assignment istration page 12. Click Done. Location: Implementation Project: XX Workforce Deployment page


At this point, you should have created a work schedule and assigned it.


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Activity 2 Introduction: Adding an Exception to a Work Schedule Background

Requirements •


•

You must have access to Oracle Fusion Application InFusion database or comparable training or test instance at your site, on which to complete this practice

Scope Open your employee's work schedule and include the training event you created in the previous activity as an exception.

192



Your employee is scheduled to undergo the Worker Safety and Health training during the work schedule period. As he will not be available during that period, you must include an exception in the work schedule so that his availability information is accurate.


Activity 2: Adding an Exception to a Work Schedule In this activity, you add an exception to a work schedule. Start Here Home work area, Welcome tab. 1. In the global area Navigator menu, select Person Management. Location: Search Person page


2. In the Search section Name field, enter XX Andrew Robinson. 3. Click Search. 4. Click XX Andrew Robinson. Location: Person Management work area Information The Person Management work area enables you to manage all stages of a worker's association with the enterprise, from creating employment through termination of work relationships. 5. In the Tasks pane, click Manage Work Schedule Assignment. Location: Manage Schedule Assignment page 6. On the toolbar, click the Add Row icon button. 7. Click Search: Name. 8. Click an entry in the XX Work Schedule column. 9. In the Start Date field, enter 1/2/2012. 10. In the End Date field, enter 6/30/2012. 11. In the Primary field, select Yes. 12. In the Exceptions section toolbar, click the Add Row icon button. Note: You are adding an exception to the work schedule. 13. In the Type field, select Calendar event.


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14. In the Name field, select XX Worker Safety and Health Training. 15. In the Availability field, select Off period. 16. Click Submit. Location: Warning dialog box 17. Click Yes.

18. Click OK. Location: Person Management work area At this point, you should have added an exception to a work schedule.

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Location: Confirmation dialog box



Defining Person Record Values


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Demonstration: Creating Person Types


Demonstration Scope Create an Associate person type for the Employee system person type. Demonstration Steps Setup and Maintenance work area, Implementation Project: XX Workforce Deployment page These task lists are expanded: Workforce Deployment - Define Common HCM Configuration - Define Workforce Records - Define Person Record Values 1. In the Manage Person Types task row, click Go to Task. Location: Manage Person Types page Information Use the Manage Person Types page to review the system person types, and modify existing person types as well as create new ones. In this demonstration, we create a new person type for the system person type, Employee. 2. Display the Employee list to show the associated person types. 3. On the toolbar, click the Add icon button. 4. In the Assignment Person Type field, enter Associate. 5. Click Save and Close.

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As an Human Resources (HR) specialist, you manage person types.


Location: Confirmation dialog box 6. Click OK. Location: Setup and Maintenance work area


You have successfully created a person type for a system person type.


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Demonstration: Creating Person Name Formats Demonstration Background

Demonstration Scope Create a new person name format using the name components. Demonstration Steps Setup and Maintenance work area, Implementation Project: XX Workforce Deployment page These task lists are expanded: Workforce Deployment - Define Common HCM Configuration - Define Workforce Records - Define Person Record Values 1. In the Manage Person Name Formats task row, click Go to Task. Location: Manage Name Formats page Information Use the Manage Name Formats page to review existing name format types and create name formats. 2. On the Search Results section toolbar, click Create. 3. Location: Create Name Format page Information Use the Create Name Format page to create a name format using name components. 4. In this example, we create a name format for the format type, Full name. 5. In the Format Type field, select Full name.

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As an Human Resources (HR) specialist, you manage person name formats.


6. In the Country field, enter India. 7. In the Available Name Components field, select Title. 8. Click the Select icon button to move the selected item to the Selected Name Components field. 9. Repeat the previous two steps to move .(Period), Space, First Name, Space, and Last Name to the Selected Name Components field.

11. Replace First_Name with John. 12. Replace Last_Name with Smith. 13. Press Tab to exit the field and generate the formatted name. 14. Preview the formatted name to that the name format matches your entry. 15. Click Save and Close. Location: Confirmation dialog box 16. Click OK. Location: Manage Name Formats page You have successfully created a person name format.


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10. In the Preview Name Format section Component Example column replace Title with Mr.


Defining Employment Record Values Demonstration: Creating an Assignment Status

As a Human Resources (HR) specialist, you create and maintain assignment statuses, which determine whether an assignment is eligible for payroll processing, active, inactive, or temporarily suspended. Demonstration Scope Create a assignment status named Temporary Assignment. Demonstration Steps Start Here Setup and Maintenance work area, Implementation Project: XX Workforce Deployment page These task lists are expanded: Workforce Deployment - Define Common HCM Configuration - Define Workforce Records - Define Employment Record Values 1. In the Manage Assignment Status row, click Go to Task. Location: Manage Assignment Statuses page 2. Click the Add button. 3. Click in the Status field. Enter Temporary Assignment. 4. Click in the Assignment Status Code field. Enter TEMP_ASSIGNMENT. Note: Enter a unique code since this value uniquely identifies the assignment status. 5. Click in the HR Status field. Select Active. 6. Click in the Pay Status field. Select Process. 7. Leave the No option selected in the Default field. 8. Click the Save button. 9. Click OK for the warning message. 10. Click Done. You have successfully created an assignment status.

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Defining Documents Demonstration: Creating a Document Type Demonstration Background

Demonstration Scope Create a document type XXMedical Certificate to categorize medical certificate type of documents. Demonstration Steps Start Here Setup and Maintenance work area 1. In the Search: Tasks pane Name field, enter Manage Document Types. 2. Click the Search icon button. 3. In the Manage Document Types task row, click Go to Task. Location: Manage Document Types page Information Use the Manage Document Types page to manage existing document types and create new ones. 4. On the Search Results section toolbar, click Create. Location: Create Document Type page 5. In the Type field, enter XXMedical Certificate. 6. In the Category field, select Licenses and certificates. 7. In the Subcategory field, enter Personal. 8. In the Country field, enter India.


201


As a Human Resources (HR) specialist, you create any additional document types.


9. In the Approval is required radio group, select Yes. Information s must be notified 7 days prior to document record expiry. 10. In the Expiration Notification Period field, enter 7.

11. In the Attributes section Issuing Authority, Issuing Location, and Issued On rows, select Required. 12. Click Submit. Location: Confirmation dialog box 13. Click Yes. Location: Manage Document Types page

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Information s must specify the issuing authority, location, and issued on date, when they create document records of this type.




203

Lesson 16: Define Checklists and Workforce Predictions

Lesson 16: Define Checklists and Workforce Predictions Defining Checklists Activity 1 Introduction: Creating a Checklist Template

The employee hire action typically requires a number of people to complete standard tasks. InFusion corporation wants to automatically allocate tasks to all newly hired workers and track the tasks involved in hiring a worker. Requirements •


•


Activity Scope The following table summarizes critical choices for this activity:

204



Background




205


Activity 1: Creating a Checklist Template In this activity, you create a checklist template. Start Here Setup and Maintenance work area, Implementation Project: XX Workforce Deployment page

Creating an Eligibility Profile 1. In the Manage Eligibility Profiles row, click Go to Task. Location: Manage Eligibility Profiles page 2. I the Search Results section toolbar Create button, select Create Participant Profile. Location: Create Participant Eligibility Profile page 3. 4. 5. 6. 7.

In the Name field, enter XX_Applications_Department. In the Profile Usage field, select Checklist. In the Eligibility Criteria section, click the Employment tab. Click the More icon on the right side of the page to view other tabs. Select Department.

Note: Select Department to add the Applications and Services department to the eligibility profile. 8. Click the Create icon button. 9. In the Sequence field, enter 1. 10. In the Name field, select Applications and Services. 11. Click Save and Close. Location: Manage Eligibility Profiles page 12. Click Done. Location: Implementation Project: XX Workforce Deployment page Creating a Checklist Template

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These task lists are expanded: Workforce Deployment - Define Common HCM Configuration - Define Workforce Records - Define Eligibility Profiles


1. Expand these task lists: Define Workforce Business Processes and Events Define Checklists. 2. In the Manage Checklist Template row, click Go to Task. Location: Manage Checklist Templates page 3. On the Search Results section toolbar, click Create. Location: Create Checklist Template page


4. In the Name field. enter XX_NewHireChecklist. 5. In the Category list, select On Boarding. 6. On the Tasks section toolbar, click the Create icon. button Location: Create Task dialog box 7. In the Name field, enter XX_create E-mail . 8. In the Required field, select Yes. Note: Create E-mail is a required task. 9. In the Target Duration field, enter 5. 10. In the UOM field, select Days. 11. In the Responsibility Type field, select Human resources representative. 12. Click OK. Location: Create Checklist Template page 13. In the Tasks section, click the Create icon button. 14. In the Name field, enter XX_Issue_Meal_Vouchers. 15. In the Target Duration field, enter 2. 16. In the UOM field, select Weeks. 17. In the Eligibility Profile field, select XX_Applications_Department. Note:You must associate this task with the eligibility profile


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XX_Applications_Department, which you created earlier. 18. In the Responsibility Type field, select Human resources representative. 19. Click OK. Location: Create Checklist Template page 20. Click Submit.

21. Click Yes. Location: Confirmation dialog box 22. Click OK. Location: Manage Checklist Templates page 23. Click Done. Location: Implementation Project: XX Workforce Deployment page 24. In the Manage Checklist Templates task row, click the Status icon button. Location: Edit Status dialog box 25. In the Status field, select Completed. 26. Click Save and Close. Location: Implementation Project: XX Workforce Deployment page At this point, you should have created a checklist template.

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Location: Warning dialog box




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Lesson 17: Appendix

Lesson 17: Appendix

This appendix includes the following topics: Defining Help configuration Defining flexfields Defining profile options Defining lookups Defining document sequences Oracle Fusion reporting and analytics Oracle Fusion Watchlist


• • • • • • •

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Lesson 17: Appendix

Define Help Configuration This lesson describes the tasks in the Define Help Configuration task list, which enable you to set up Oracle Fusion Applications Help: Set Help Options Assign Help Text istration Duty Manage Help Security Groups


• • •


211

Lesson 17: Appendix

Set Help Options

• • •

•

•

212

Collaboration Features: Enable or disable discussion forums and announcements. Web Sites Available from Help Site: Enable or disable links in the global area of Oracle Fusion Applications Help that go to Oracle web sites. Custom Help: Define the name and logo used to identify custom help. For example, the logo would be displayed next to the title of custom help files in search results. If you are using Oracle Productivity Kit (UPK) content as custom help, enter the default location where the UPK player packages reside. Oracle Productivity Kit: If you are uK, you can provide a link in the global area of Oracle Fusion Applications Help that goes to your UPK library. Note: If you have UPK versions earlier than 3.6.1, then you cannot add UPK demos as custom help, so the link is the only way for s to access custom UPK content from the help site. Privacy Statement: Optionally replace the predefined privacy statement in the footer of Oracle Fusion Applications Help with your own statement.



Use the Set Help Options task from the Setup and Maintenance work area to control the behavior of certain features in Oracle Fusion Applications Help. Some of these options may not be available, depending on what is set for help feature choices on the Configure Offerings page in the same work area.

Lesson 17: Appendix

Demonstration: Set Help Options

Your company has a policy against employees participating in discussion forums. You are setting up Oracle Fusion Applications Help and must disable access to discussions. Demonstration Scope Deselect discussions-related help options and review the impact in Oracle Fusion Applications Help. Demonstration Steps 1. In the global area Help menu, select Applications Help. Location: New browser tab with Oracle Fusion Applications Help showing Information The global area of Oracle Fusion Applications Help contains the Oracle Forums link. 2. Open any help file to see the Discuss link. 3. Close the entire browser window for Oracle Fusion Applications Help. 4. In the Setup and Maintenance work area Tasks pane Name field, enter Set Help Options. 5. Press Enter. 6. In the All Tasks section Set Help Options row, click Go to Task. Location: Set Help Options page


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Background

Lesson 17: Appendix

7. In the Collaboration Features section, clear the Enable local discussions on help option. 8. In the Web Sites Available from Help Site section, clear the Discussion forums on Oracle Technology Network option. 9. Click Save and Close.


10. Repeat steps 1 through 3, this time checking that the discussion-related links are no longer there.

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