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Oracle Fusion HCM Bootcamp Student Guide (1)
Welcome • Housekeeping o Fire Alarm o Facilities o Timings, Breaks & Lunch
• Introductions o Name o Previous experience e.g. PeopleSoft, EBS, etc. o Any experience with Fusion HCM?
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Course Overview/Timetable • Day One – Monday 22nd April o o o o
Oracle Fusion Overview Security (Overview) Functional Setup Manager Custom Enterprise Scheduler Jobs
• Day Two – Tuesday 23rd April o Define Enterprise Structures o Workforce Structures o Define Grades, Jobs and Positions
• Day Three – Wednesday 24th April o Workforce Lifecycle o Workforce Directories o Profile Management
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Course Overview /Timetable(cont’d) • Day Four – Thursday 24th April o o o o
Security (Detail) Data Security for HCM Approval Management for HCM Workforce Records
• Day Five – Friday 25th April o o o o o
Flexfields Define Checklists Workforce Predictions Composers Wrap Up & Any Implementation Specific Questions
• Learning will be ed by: o Discussion o Demonstrations o Hands On Practice
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Course Overview (cont’d) • Key to Symbols: o Information
o Demonstration
o Oracle Fusion and Fusion HCM Concepts and Features
o Exercises
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Oracle Fusion • Unit 1: Oracle Fusion Overview • Learning Outcome: o By the end of this unit you will have an understanding of: • Oracle Fusion Applications • Oracle Fusion HCM • Oracle Fusion Deployment Options and Considerations
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Oracle Fusion Applications • Designed from the ground up, using the latest technology, e.g., Fusion Middleware, Web 2.0, Java, HTML 5, etc. • Incorporating best practice gathered from research with thousands of customers • Oracle Fusion Applications are based on a completely open, service-oriented enterprise applications • Feature best-in-class -interface designs and workflows that optimize usability and deliver business value • 100% Open Standards • Deliver continuous insight to decision makers with accurate self-service reporting and analysis against real-time information These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
Oracle Fusion Applications • 100% Open Standards
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Oracle Fusion Applications • Complete Modular Suite of Applications Oracle Fusion Human Capital Management
Oracle Fusion Financial Management
Oracle Fusion Supply Chain Management
General Ledger
s Payable
Asset Management
Global Human Resources
Workforce Lifecycle Management
Benefits
Product Master Data Management
Distributed Order Orchestration
Global Order Promising
Payments & Collections
s Receivable
Cash & Expense Management
Compensation Management
Talent Review
Performance & Goal Mgmt
Inventory Management
Cost Management
Shipping & Receiving
Global Payroll
Network @ Work
KPIs, Dashboards, & Extensibility
Common Modules
KPIs, Dashboards, & Extensibility FW
Oracle Fusion Project Portfolio Management
KPIs, Dashboards, & Extensibility FW
Oracle Fusion CRM
Oracle Fusion Procurement
Project Costing
Project Billing
Project Performance Reporting
Purchasing
Self-service Procurement
Sourcing
Customer Master
Sales
Marketing
Project Control
Project Integration Gateway
Project Contracts
Procurement Contracts
Supplier Portal
Spend & Performance Analysis
Incentive Compensation
Mobile & Outlook Integration
Territory & Quota Mgmt
KPIs, Dashboards, & Extensibility FW
KPIs, Dashboards, & Extensibility FW
Oracle Fusion GRC
Financial Compliance
Issue & Risk Manager
Access Controls
KPIs, Dashboards, & Extensibility FW
Transaction Controls
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Configuration Controls
KPIs, Dashboards, & Extensibility FW
Oracle Fusion Reporting & Analytics • Reporting and Analysis Tools: o OBIA (Oracle Business Intelligence Applications): • Same as today, purchase by analysis area • OBIA currently covers these Oracle products: EBS, PeopleSoft, JD Edwards, Siebel, and more • Existing OBIA customers can extend to Oracle Fusion Applications • New Oracle Fusion Applications customers should implement OBIA in parallel • Requires OBIEE (Oracle Business Intelligence Enterprise Edition) comprising a set of business intelligence tools and offerings o OTBI (Oracle Transactional Business Intelligence) • New with Oracle Fusion Applications • Purchase by reporting area, aligned with Oracle Fusion Applications modules • Requires OBIEE
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Oracle Fusion Middleware • The Platform:
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Oracle Fusion Middleware • • •
Oracle Fusion Applications is standards-based, making it highly adaptable This standards-based technology enables you to respond effectively to change with flexible, modular, -driven business software that is powered by best-inclass business capabilities built on open standards Its technology framework includes the following products: • • • • • • •
•
Oracle WebCenter provides design time and runtime tools for building enterprise portals, transactional websites, and social networking sites. Oracle Business Intelligence 11g provides a full range of business intelligence capabilities that enable you to analyze, present, report, and deliver organizational data. Oracle Universal Content Management enables you to leverage document management, web content management, digital asset management, and records retention functionality to build and complement your business applications. Oracle SOA Suite provides a complete set of service infrastructure components for deg, deploying, and managing service-oriented architecture (SOA) composite applications. Oracle SOA Suite enables services to be created, managed, and orchestrated into SOA composite applications. Oracle WebLogic Server is a scalable, enterprise-ready application server based on Java Enterprise Edition (Java EE). Oracle JDeveloper is an integrated development environment with end-to-end for modeling, developing, debugging, optimizing, and deploying Java applications and web services. Oracle Enterprise Manager offers business-driven applications management, integrated application to disk management, integrated systems management, and experience. Oracle Identity Management enables organizations to manage the end-to-end lifecycle of identities and to secure access to enterprise resources and assets.
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Oracle Fusion Applications
• Before Fusion, Enterprise application experiences were: o Complex o Transactional o Fragmented
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Oracle Fusion Applications
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Oracle Fusion Home Page
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Oracle Fusion Home Page • The Oracle Fusion Applications suite uses a default starting page called the Oracle Fusion Home Page • The Home Page is composed of a collection of tabs that appear based on the roles assigned to s. These tabs could include: o o o o
The Welcome Dashboard A set of transaction dashboards Business intelligence dashboards built with the OBIEE application The Spaces tab (WebCenter)
• The Welcome dashboard is the first and default tab on the Oracle Fusion home page and could include these dashboard sections: o o o o
Watchlist: Presents a list of shortcuts to work areas through saved searches Worklist: Presents application-generated human tasks (actionable and informational) managed by workflows People Connection: Lets s establish links to one another, to include internal persons (such as fellow employees) and external persons (such as partners, resources), and to follow updates about each other Activity Stream: Displays the updates from and about a 's social network (which includes entered updates through the Publisher task flow) and events automatically generated from Oracle Fusion Applications (such as who has connected to whom and changes to a business object)
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Oracle Fusion UI Shell • Each page can be divided up into components Global Area
• • • • •
Specific Tools Task List Quick Create Focused Search Reports Activity Guides
Common Tools and Services • Navigation • Tagging • Search • Preferences & Personalization Help
• Transactions • Information • Actions
Contextual Info • Analytics • Summaries • Derived or Computed Info • Notes
Contextual
Regional Area
Local Area
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Area
Oracle Fusion UI Shell
• Global Area o Spans the full width at the top of the interface shell and is stable, consistent, and persistent for all s o Contains main navigational tools, access to help and istration tasks
• Regional Area o Is in the left pane of the interface shell o Contains the tasks, reports and search facilities relevant to the work area selected
• Local Area o This is the main transactional region of the work area
• Contextual Area o Is in the right pane of the interface shell o Provides additional information or analytics to the transaction o This information is optional and may contain predictive analytics or other tools
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Oracle Fusion UI Pane
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Oracle Fusion UI Pane • Navigation Menus / Global Area Menus: o Favourites • Bookmarked Oracle Fusion Applications pages for easy access o Navigator • Shows all of the application work areas to which a has access based on the roles they have been provisioned o Recent Items • Application-generated shortcuts to recently visited pages • This can be configured by session or period of time o Tags • s can create free-format ‘tags’ which can be used in search facilities o Spaces • Provides an easy way for s to create their own ad hoc collaborative groups around a project
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Oracle Fusion UI Pane • Regional Panes • Regional area panes can be expanded, or collapsed based on what you are likely to want to do when you navigate to a work area o Tasks • The Tasks pane appears in the top position of the area. Use it to navigate to available task flows in a work area. See the following section on identifying tasks in the tasks pane. The Tasks pane is in the standard regional area pane in most applications o Search • The search functionality in the regional area is used to search for data relevant to the work area selected. For example, if in the person management work area the search will be for people o Reports • Use to access relevant reports and analytics for each individual work area. Application s and end s can add or remove reports and analytics from the pane
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Oracle Fusion UI Pane • Contextual Panes o The contextual area provides additional information relevant to the transaction within the context of the work area. For example, in person management, manage absences, the contextual data may include details of absence accruals o Analytics • Use context-sensitive reference material for decision assistance o Tools • Provides additional tools to help make decisions during the transaction
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Oracle Fusion HCM • Fully integrated modules for: o o o o
Core HR and Payroll Talent Management Workforce Analytics Absence Management
• Areas under development: o Absence Management - redesigned o Time and Labour
• Not currently integrated: o Recruitment (Taleo) o Learning Management (Taleo)
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Oracle Fusion HCM
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Fusion HCM Modules • Workforce Deployment: The workforce deployment business process enables you to align resources and people with business objectives, and enter and maintain information related to people, employment, and work structures. The process also includes full service payroll offerings for core payroll and localizations. The workforce deployment business process is discussed in detail in the next slide • Workforce Development: The workforce development business process enables you to evaluate and develop the workforce based on organizational goals and critical skill gaps • Compensation Management: The compensation management business process enables you to strategically plan, allocate, and communicate compensation. The process also enables improved benefits and analysis while reducing overall costs These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
Fusion HCM – Common Framework Modules • Profile Management: Profile Management provides a framework for developing and managing talent profiles that meet your industry or organizational requirements. Profiles summarize the qualifications and skills of a person or a workforce structure such as a job or position • Workforce Directory Management: Workforce Directory Management enables you to maintain a directory of employees, contingent workers, and nonworkers in the enterprise. Using the directory as a start point, you can update personal and employment information, and perform keyword and structured searches of the directory. Line managers access information about their direct and indirect reports in the line manager portraits of those workers and perform manager self-service actions. Workers access their own information on the My Portrait tab of the gallery and perform employee self-service actions. s display messages to portrait s in selected portraits These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
Oracle Fusion Deployment Options
ON-PREMISE
PRIVATE CLOUD
PUBLIC CLOUD
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HYBRID CLOUD
Oracle Fusion Deployment Options • On Premise o Hardware, software licenses, and that you bought and host at one or more of your sites. You are responsible for monitoring, security, patching, and upgrades
• Private Cloud (also known as SaaS or Oracle On Demand) o Application and technology managed services that are offered for Oracle software and hardware and are available internally, behind a firewall and are hosted over the Internet by Oracle or Oracle business partners that offer BPO solutions. Oracle provides: • Management • Monitoring • Patching • Security • Upgrade services
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Oracle Fusion Deployment Options • Public Cloud o Services are available to the general public and offered on a subscription basis, with no requirements to buy additional licenses or . The services are hosted over the Internet by Oracle or Oracle business partners that offer business process outsourcing (BPO) solutions
• Hybrid o You can choose to maintain your existing legacy applications on premise and buy products that are hosted in private or public cloud, or any combination of these options
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Security (Overview) • Unit 2: Security (Overview) • Learning Outcome: o By the end of this unit you will have an understanding of: • Role-Based Access Control • Job Roles • Duty Roles • Privileges
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Security (Overview) • HCM Security is presented as a series of Building Blocks
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Role Based Access Control • Security in Oracle Fusion Applications is role-based, where roles control who can do what on which data: o Who denotes the o What is a function that s with the role can perform, or UI they can access o Which Data is the set of data that s with this role can access when performing this function
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Role Based Access Control • Oracle Fusion Applications define four types of roles: o Abstract roles, defines a worker's role in the enterprise independently of the job that they are hired to do. Predefined in Oracle Fusion HCM: • Line manager • Employee • Contingent worker o Job roles, a job role is a generic definition, e.g., Human Resource o Duty roles, a duty role is a more granular role, e.g., New Hire Duty or Benefits . Duty roles inherit privileges o Data roles, specifies a link between the datasets a can access (Security Profiles) and their job roles. E.g., payroll or human resource specialist can access specific data instances that s with the role need to access
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Job Roles • Job Role is a generic role, e.g., Human Resource • Many job roles are predefined in Oracle Fusion Applications; you can also create job roles if necessary • In HCM, Job Roles are not assigned directly to s. Instead, you include job roles in HCM data roles, and assign those data roles to s These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
Duty Roles
• •
•
•
•
Duty roles are specific roles within an abstract or job role They represent the individual duties that s with those job or abstract roles can perform Duty roles are inherited by job and abstract roles; they can also be inherited by other duty roles. You do not assign duty roles directly to s Duty roles grant access to work areas, dashboards, task flows, -interface pages, reports, batch programs, and so on; therefore, they determine the functions that a can perform Duty roles also control the actions that a can perform in a UI page These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
Data Roles
• Data Roles link the ’s job role to a set of security profiles • All data roles are defined locally and assigned directly to s
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HCM Security Profiles
•
•
HCM security profiles are an Oracle Fusion HCM feature; they are not used by other Oracle Fusion Applications A security profile identifies a set of data of a single type, such as persons or organizations. For example, you could create security profiles to identify: o o o
•
All workers in department HCM US The legal employer InFusion Corp USA1 Business units USA1 and USA2
You assign security profiles to data roles to identify the data instances that s with those abstract or job roles can access These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
Privileges • Oracle Identity Management (OIM) manages access to Oracle Fusion Applications • OIM also stores the definitions of job, abstract, and data roles, and holds information about roles provisioned to s • You use OIM to: o Create implementation s and provision roles to them o Manage job roles o Manage role hierarchies (excluding duty roles)
• Oracle Fusion Authorization Policy Manager (APM) is used to: o o o o
View full role hierarchies Manage the inheritance of duty-role hierarchies by job and abstract roles Manage duty-role hierarchies Manage privileges and policies
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Privileges
Oracle Identity Manager (OIM)
(APM) Authorization Policy Manager These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
Functional Setup Manager • Unit 3: Functional Setup Manager • Learning Outcome: o By the end of this unit you will have an understanding of: • Application Implementation Lifecycle • Planning an Implementation • Configuring Offerings • Generating Setup Task Lists • Asg Tasks to s • Maintaining Setup Data: Using Implementation Projects • Export/Import
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Implementation s
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Implementation s
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Functional Setup Manager • Functional Setup Manager (FSM) is new to the Fusion Applications Suite, and used for implementing all Fusion Applications • FSM provides an end-to-end guided process for managing functional setup throughout the entire implementation lifecycle, it allows you to: o o o o o o
Understand implementation requirements and plan accordingly Configure applications to match your business needs Get complete visibility to setup requirements through guided, sequential task lists. Each step builds upon the decisions you make in previous steps Enter setup data through easy-to-use interfaces available directly from the task lists Export and import to rapid-start functional setup at different instances Validate setup by reviewing setup data reports
• Primary s of FSM are: o o o o o
Application Implementation Manager (Enterprise Role) Application Implementation Consultants (Enterprise Role) Functional s , i.e, SMEs (Enterprise Role) System s Application Developers
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Application Implementation Lifecycle
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Application Implementation Lifecycle • PLAN : o Analyse implementation requirements, design setup and plan overall implementation using the Getting Started page
• CONFIGURE : o Choose offerings, options and features to match your business requirements using Configure Offerings
• IMPLEMENT : o Generate setup tasks using Manage Implementation Projects. Enter setup data using assigned Implementation Tasks
• EXPORT / IMPORT : o Export and import setup steps from one Oracle Fusion Application instance to another using Manage Configuration Packages
• MAINTAIN : o Maintain setup over time by searching and performing tasks in All Tasks
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Functional Setup Manager
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Offerings
Oracle Fusion Offerings are: • Application solution sets • Represent one or more business processes or subprocesses that have been installed • Primary drivers of the functional setup of Fusion Applications
Setup and Maintenance > Getting Started
o E.g. Workforce Deployment
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Offering Options & Features • Offering Options, generally include: o o o
Core functionality Optional modules (or options) Workforce Deployment has options such as: • Payroll • Absence Management • HR Business Intelligence Analytics
• Offering Features, are: o o o
Alternative business rules or processes Selected based on business requirements Workforce Deployment has features such as: • Enterprise Structures Guided Flow • Governance Risk and Compliance • Local Installation of Help • Maintain Common Reference Objects
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Offering Options & Features • Offering Options & Features o Displayed in multi level hierarchy to make selection easier
• FSM Dynamically creates an implementation project task List based on the Offering, Options and Features selected These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
Offering Reports
A set of standard reports which are available to assist with analysing and planning an implementation: • • • • •
Setup and Maintenance > Getting Started >
Offering Content Guide Associated Features Setup Task Lists and Tasks Related Business Objects Related Enterprise Applications
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Easy Navigation to Any Phase
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Enterprise Roles and Implementation Phases ROLE : Application Implementation Manager
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Enterprise Roles and Implementation Phases ROLE : Functional (i.e. SMEs)
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Enterprise Roles and Implementation Phases ROLE : Application Implementation Consultant
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Demonstration • Demonstrate how to: o Create an Implementation Project o Choose Offerings & Features o Assign Implementation Tasks
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Student Activity
Complete Activity 1.1: Create an Implementation Project in Fusion HCM Student Guide (1)
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Activity 1.1: Implementation Project OBJECTIVE : In this activity you are going to create an Implementation Project, Select the Offerings to Implement and Assign Tasks to Yourself NOTES : Use prefix of XX, where XX is your Student Number. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12.
Start Here > Home work area, Welcome tab (default after sign in) In the global area istration menu, click Setup and Maintenance. Location: Setup and Maintenance work area, Overview page, All Tasks tab In the Tasks pane, click Manage Implementation Projects. Location: Manage Implementation Projects page In the Search Results region, click the Create graphic. Location: Create Implementation Projects, 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 In the Workforce Deployment row select Include Click Save and Open Project. Location : Implementation Project: XX Workforce Deployment page Expand Workforce Deployment Expand Define Common Applications Configuration for Human Capital Management
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Activity 1.1: Implementation Project At this point you should have created and saved the XX Workforce Deployment project which was automatically assigned to Your..ID Start Here : Implementation Project: XX Workforce Deployment page 13. Select Workforce Deployment 14. Click Assign Tasks. Location: Assign Tasks dialog box 15. Click the Select and Add graphic. Location: Select and Add: s dialog box 16. In the ID field, enter Your..ID 17. Press Enter 18. Select Your..ID 19. Click Apply 20. Click Done. Location : Assign Tasks dialog box 21. Click Save and Close. Location : Implementation Project: XX Workforce Deployment page 22. Click Done. Location : Setup and Maintenance work area, Overview page 23. Click the Assigned Implementation Tasks tab. Location : Assigned Implementation Tasks tab 24. In the Tasks List column, click Sort Ascending 25. Click the All Tasks tab. Location : All Tasks tab 26. Click the Implementation Projects tab. Location: Implementation Projects tab 27. Click XX Workforce Deployment At this point you should have assigned to yourself all of the assigned tasks for your project. These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
Maintaining Setup Data • When setup data of an existing implementation requires modification that involves significant numbers of tasks and task lists or has high risk implication in many parts of an application, maintaining those setup changes through implementation projects is advisable
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Demonstration • Demonstrate how to Maintain Setup Data by: o Updating the Status of a Task o Adding Notes to a Task
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Export / Import • Implementation projects are also the foundation for identifying what setup data will be exported and imported from one instance to another
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Demonstration • Demonstrate how to : o Identify and Select Objects to Export o Run the Create Export Process Definition o Retrieve the Exported objects file
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Custom Enterprise Scheduler • Unit 4: Custom Enterprise Scheduler Jobs • Learning Outcome: o By the end of this unit you will have an understanding of: • Enterprise Scheduler Job • Manage Job Definitions
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Enterprise Job Scheduler • An executable job that a can run or schedule to process data • Several predefined jobs exist in Oracle Fusion Applications, e.g. Maintaining Person Keywords: o Several attributes of person, employment, and profile records are used as person-search keywords. Keyword values are copied automatically from the originating records to the PER_KEYWORDS table, where they are indexed to improve search performance. The size of your enterprise and the likely volume and frequency of changes to person records will determine how often you run this process and when; to ensure performance is not impacted
• The key concepts of Enterprise Job Scheduler are: o Process or Scheduled Process: A unique submission or run of a job o Job Definition: The metadata for the job that allows it to be run o Parameters: Filters that s can set when they submit a process These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
Manage Job Definitions • You can optionally update aspects of these custom jobs, including: o Editing job display names, for example to use that are more familiar to your s. o Editing parameter display names, using the Prompt field. o Using the Tooltip Text field to add parameter help text that appears when s focus on the parameter. For example, you can provide restrictions or considerations specific to your company's needs
• To edit custom job definitions, access the Manage Job Definitions page from either: o The Setup and Maintenance work area. You must select the task that contains the name of the Java EE application to which the job definition belongs. For example, use the Manage Custom Enterprise Scheduler Jobs for Payables and Related Applications task for Oracle Fusion Expenses job definitions o Oracle Enterprise Manager Fusion Applications Control
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Summary • Summary, topics covered today: o o o o
Oracle Fusion Overview Security (Overview) Functional Setup Manager Custom Enterprise Scheduler Jobs
• Tomorrow, Day Two – Tuesday 23rd April o Define Enterprise Structures o Define Workforce Structures o Define Grades, Jobs and Positions
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Welcome • Housekeeping o Fire Alarm o Facilities o Timings, Breaks & Lunch
• Introductions o Name o Previous experience e.g. PeopleSoft, EBS, etc. o Any experience with Fusion HCM?
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Course Overview/Timetable • Day One – Monday 22nd April o o o o
Oracle Fusion Overview Security (Overview) Functional Setup Manager Custom Enterprise Scheduler Jobs
• Day Two – Tuesday 23rd April o Define Enterprise Structures o Workforce Structures o Define Grades, Jobs and Positions
• Day Three – Wednesday 24th April o Workforce Lifecycle o Workforce Directories o Profile Management
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Course Overview /Timetable(cont’d) • Day Four – Thursday 24th April o o o o
Security (Detail) Data Security for HCM Approval Management for HCM Workforce Records
• Day Five – Friday 25th April o o o o o
Flexfields Define Checklists Workforce Predictions Composers Wrap Up & Any Implementation Specific Questions
• Learning will be ed by: o Discussion o Demonstrations o Hands On Practice
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Course Overview (cont’d) • Key to Symbols: o Information
o Demonstration
o Oracle Fusion and Fusion HCM Concepts and Features
o Exercises
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Oracle Fusion • Unit 1: Oracle Fusion Overview • Learning Outcome: o By the end of this unit you will have an understanding of: • Oracle Fusion Applications • Oracle Fusion HCM • Oracle Fusion Deployment Options and Considerations
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Oracle Fusion Applications • Designed from the ground up, using the latest technology, e.g., Fusion Middleware, Web 2.0, Java, HTML 5, etc. • Incorporating best practice gathered from research with thousands of customers • Oracle Fusion Applications are based on a completely open, service-oriented enterprise applications • Feature best-in-class -interface designs and workflows that optimize usability and deliver business value • 100% Open Standards • Deliver continuous insight to decision makers with accurate self-service reporting and analysis against real-time information These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
Oracle Fusion Applications • 100% Open Standards
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Oracle Fusion Applications • Complete Modular Suite of Applications Oracle Fusion Human Capital Management
Oracle Fusion Financial Management
Oracle Fusion Supply Chain Management
General Ledger
s Payable
Asset Management
Global Human Resources
Workforce Lifecycle Management
Benefits
Product Master Data Management
Distributed Order Orchestration
Global Order Promising
Payments & Collections
s Receivable
Cash & Expense Management
Compensation Management
Talent Review
Performance & Goal Mgmt
Inventory Management
Cost Management
Shipping & Receiving
Global Payroll
Network @ Work
KPIs, Dashboards, & Extensibility
Common Modules
KPIs, Dashboards, & Extensibility FW
Oracle Fusion Project Portfolio Management
KPIs, Dashboards, & Extensibility FW
Oracle Fusion CRM
Oracle Fusion Procurement
Project Costing
Project Billing
Project Performance Reporting
Purchasing
Self-service Procurement
Sourcing
Customer Master
Sales
Marketing
Project Control
Project Integration Gateway
Project Contracts
Procurement Contracts
Supplier Portal
Spend & Performance Analysis
Incentive Compensation
Mobile & Outlook Integration
Territory & Quota Mgmt
KPIs, Dashboards, & Extensibility FW
KPIs, Dashboards, & Extensibility FW
Oracle Fusion GRC
Financial Compliance
Issue & Risk Manager
Access Controls
KPIs, Dashboards, & Extensibility FW
Transaction Controls
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Configuration Controls
KPIs, Dashboards, & Extensibility FW
Oracle Fusion Reporting & Analytics • Reporting and Analysis Tools: o OBIA (Oracle Business Intelligence Applications): • Same as today, purchase by analysis area • OBIA currently covers these Oracle products: EBS, PeopleSoft, JD Edwards, Siebel, and more • Existing OBIA customers can extend to Oracle Fusion Applications • New Oracle Fusion Applications customers should implement OBIA in parallel • Requires OBIEE (Oracle Business Intelligence Enterprise Edition) comprising a set of business intelligence tools and offerings o OTBI (Oracle Transactional Business Intelligence) • New with Oracle Fusion Applications • Purchase by reporting area, aligned with Oracle Fusion Applications modules • Requires OBIEE
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Oracle Fusion Middleware • The Platform:
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Oracle Fusion Middleware • • •
Oracle Fusion Applications is standards-based, making it highly adaptable This standards-based technology enables you to respond effectively to change with flexible, modular, -driven business software that is powered by best-inclass business capabilities built on open standards Its technology framework includes the following products: • • • • • • •
•
Oracle WebCenter provides design time and runtime tools for building enterprise portals, transactional websites, and social networking sites. Oracle Business Intelligence 11g provides a full range of business intelligence capabilities that enable you to analyze, present, report, and deliver organizational data. Oracle Universal Content Management enables you to leverage document management, web content management, digital asset management, and records retention functionality to build and complement your business applications. Oracle SOA Suite provides a complete set of service infrastructure components for deg, deploying, and managing service-oriented architecture (SOA) composite applications. Oracle SOA Suite enables services to be created, managed, and orchestrated into SOA composite applications. Oracle WebLogic Server is a scalable, enterprise-ready application server based on Java Enterprise Edition (Java EE). Oracle JDeveloper is an integrated development environment with end-to-end for modeling, developing, debugging, optimizing, and deploying Java applications and web services. Oracle Enterprise Manager offers business-driven applications management, integrated application to disk management, integrated systems management, and experience. Oracle Identity Management enables organizations to manage the end-to-end lifecycle of identities and to secure access to enterprise resources and assets.
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Oracle Fusion Applications
• Before Fusion, Enterprise application experiences were: o Complex o Transactional o Fragmented
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Oracle Fusion Applications
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Oracle Fusion Home Page
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Oracle Fusion Home Page • The Oracle Fusion Applications suite uses a default starting page called the Oracle Fusion Home Page • The Home Page is composed of a collection of tabs that appear based on the roles assigned to s. These tabs could include: o o o o
The Welcome Dashboard A set of transaction dashboards Business intelligence dashboards built with the OBIEE application The Spaces tab (WebCenter)
• The Welcome dashboard is the first and default tab on the Oracle Fusion home page and could include these dashboard sections: o o o o
Watchlist: Presents a list of shortcuts to work areas through saved searches Worklist: Presents application-generated human tasks (actionable and informational) managed by workflows People Connection: Lets s establish links to one another, to include internal persons (such as fellow employees) and external persons (such as partners, resources), and to follow updates about each other Activity Stream: Displays the updates from and about a 's social network (which includes entered updates through the Publisher task flow) and events automatically generated from Oracle Fusion Applications (such as who has connected to whom and changes to a business object)
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Oracle Fusion UI Shell • Each page can be divided up into components Global Area
• • • • •
Specific Tools Task List Quick Create Focused Search Reports Activity Guides
Common Tools and Services • Navigation • Tagging • Search • Preferences & Personalization Help
• Transactions • Information • Actions
Contextual Info • Analytics • Summaries • Derived or Computed Info • Notes
Contextual
Regional Area
Local Area
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Area
Oracle Fusion UI Shell
• Global Area o Spans the full width at the top of the interface shell and is stable, consistent, and persistent for all s o Contains main navigational tools, access to help and istration tasks
• Regional Area o Is in the left pane of the interface shell o Contains the tasks, reports and search facilities relevant to the work area selected
• Local Area o This is the main transactional region of the work area
• Contextual Area o Is in the right pane of the interface shell o Provides additional information or analytics to the transaction o This information is optional and may contain predictive analytics or other tools
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Oracle Fusion UI Pane
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Oracle Fusion UI Pane • Navigation Menus / Global Area Menus: o Favourites • Bookmarked Oracle Fusion Applications pages for easy access o Navigator • Shows all of the application work areas to which a has access based on the roles they have been provisioned o Recent Items • Application-generated shortcuts to recently visited pages • This can be configured by session or period of time o Tags • s can create free-format ‘tags’ which can be used in search facilities o Spaces • Provides an easy way for s to create their own ad hoc collaborative groups around a project
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Oracle Fusion UI Pane • Regional Panes • Regional area panes can be expanded, or collapsed based on what you are likely to want to do when you navigate to a work area o Tasks • The Tasks pane appears in the top position of the area. Use it to navigate to available task flows in a work area. See the following section on identifying tasks in the tasks pane. The Tasks pane is in the standard regional area pane in most applications o Search • The search functionality in the regional area is used to search for data relevant to the work area selected. For example, if in the person management work area the search will be for people o Reports • Use to access relevant reports and analytics for each individual work area. Application s and end s can add or remove reports and analytics from the pane
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Oracle Fusion UI Pane • Contextual Panes o The contextual area provides additional information relevant to the transaction within the context of the work area. For example, in person management, manage absences, the contextual data may include details of absence accruals o Analytics • Use context-sensitive reference material for decision assistance o Tools • Provides additional tools to help make decisions during the transaction
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Oracle Fusion HCM • Fully integrated modules for: o o o o
Core HR and Payroll Talent Management Workforce Analytics Absence Management
• Areas under development: o Absence Management - redesigned o Time and Labour
• Not currently integrated: o Recruitment (Taleo) o Learning Management (Taleo)
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Oracle Fusion HCM
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Fusion HCM Modules • Workforce Deployment: The workforce deployment business process enables you to align resources and people with business objectives, and enter and maintain information related to people, employment, and work structures. The process also includes full service payroll offerings for core payroll and localizations. The workforce deployment business process is discussed in detail in the next slide • Workforce Development: The workforce development business process enables you to evaluate and develop the workforce based on organizational goals and critical skill gaps • Compensation Management: The compensation management business process enables you to strategically plan, allocate, and communicate compensation. The process also enables improved benefits and analysis while reducing overall costs These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
Fusion HCM – Common Framework Modules • Profile Management: Profile Management provides a framework for developing and managing talent profiles that meet your industry or organizational requirements. Profiles summarize the qualifications and skills of a person or a workforce structure such as a job or position • Workforce Directory Management: Workforce Directory Management enables you to maintain a directory of employees, contingent workers, and nonworkers in the enterprise. Using the directory as a start point, you can update personal and employment information, and perform keyword and structured searches of the directory. Line managers access information about their direct and indirect reports in the line manager portraits of those workers and perform manager self-service actions. Workers access their own information on the My Portrait tab of the gallery and perform employee self-service actions. s display messages to portrait s in selected portraits These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
Oracle Fusion Deployment Options
ON-PREMISE
PRIVATE CLOUD
PUBLIC CLOUD
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HYBRID CLOUD
Oracle Fusion Deployment Options • On Premise o Hardware, software licenses, and that you bought and host at one or more of your sites. You are responsible for monitoring, security, patching, and upgrades
• Private Cloud (also known as SaaS or Oracle On Demand) o Application and technology managed services that are offered for Oracle software and hardware and are available internally, behind a firewall and are hosted over the Internet by Oracle or Oracle business partners that offer BPO solutions. Oracle provides: • Management • Monitoring • Patching • Security • Upgrade services
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Oracle Fusion Deployment Options • Public Cloud o Services are available to the general public and offered on a subscription basis, with no requirements to buy additional licenses or . The services are hosted over the Internet by Oracle or Oracle business partners that offer business process outsourcing (BPO) solutions
• Hybrid o You can choose to maintain your existing legacy applications on premise and buy products that are hosted in private or public cloud, or any combination of these options
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Security (Overview) • Unit 2: Security (Overview) • Learning Outcome: o By the end of this unit you will have an understanding of: • Role-Based Access Control • Job Roles • Duty Roles • Privileges
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Security (Overview) • HCM Security is presented as a series of Building Blocks
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Role Based Access Control • Security in Oracle Fusion Applications is role-based, where roles control who can do what on which data: o Who denotes the o What is a function that s with the role can perform, or UI they can access o Which Data is the set of data that s with this role can access when performing this function
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Role Based Access Control • Oracle Fusion Applications define four types of roles: o Abstract roles, defines a worker's role in the enterprise independently of the job that they are hired to do. Predefined in Oracle Fusion HCM: • Line manager • Employee • Contingent worker o Job roles, a job role is a generic definition, e.g., Human Resource o Duty roles, a duty role is a more granular role, e.g., New Hire Duty or Benefits . Duty roles inherit privileges o Data roles, specifies a link between the datasets a can access (Security Profiles) and their job roles. E.g., payroll or human resource specialist can access specific data instances that s with the role need to access
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Job Roles • Job Role is a generic role, e.g., Human Resource • Many job roles are predefined in Oracle Fusion Applications; you can also create job roles if necessary • In HCM, Job Roles are not assigned directly to s. Instead, you include job roles in HCM data roles, and assign those data roles to s These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
Duty Roles
• •
•
•
•
Duty roles are specific roles within an abstract or job role They represent the individual duties that s with those job or abstract roles can perform Duty roles are inherited by job and abstract roles; they can also be inherited by other duty roles. You do not assign duty roles directly to s Duty roles grant access to work areas, dashboards, task flows, -interface pages, reports, batch programs, and so on; therefore, they determine the functions that a can perform Duty roles also control the actions that a can perform in a UI page These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
Data Roles
• Data Roles link the ’s job role to a set of security profiles • All data roles are defined locally and assigned directly to s
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HCM Security Profiles
•
•
HCM security profiles are an Oracle Fusion HCM feature; they are not used by other Oracle Fusion Applications A security profile identifies a set of data of a single type, such as persons or organizations. For example, you could create security profiles to identify: o o o
•
All workers in department HCM US The legal employer InFusion Corp USA1 Business units USA1 and USA2
You assign security profiles to data roles to identify the data instances that s with those abstract or job roles can access These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
Privileges • Oracle Identity Management (OIM) manages access to Oracle Fusion Applications • OIM also stores the definitions of job, abstract, and data roles, and holds information about roles provisioned to s • You use OIM to: o Create implementation s and provision roles to them o Manage job roles o Manage role hierarchies (excluding duty roles)
• Oracle Fusion Authorization Policy Manager (APM) is used to: o o o o
View full role hierarchies Manage the inheritance of duty-role hierarchies by job and abstract roles Manage duty-role hierarchies Manage privileges and policies
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Privileges
Oracle Identity Manager (OIM)
(APM) Authorization Policy Manager These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
Functional Setup Manager • Unit 3: Functional Setup Manager • Learning Outcome: o By the end of this unit you will have an understanding of: • Application Implementation Lifecycle • Planning an Implementation • Configuring Offerings • Generating Setup Task Lists • Asg Tasks to s • Maintaining Setup Data: Using Implementation Projects • Export/Import
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Implementation s
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Implementation s
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Functional Setup Manager • Functional Setup Manager (FSM) is new to the Fusion Applications Suite, and used for implementing all Fusion Applications • FSM provides an end-to-end guided process for managing functional setup throughout the entire implementation lifecycle, it allows you to: o o o o o o
Understand implementation requirements and plan accordingly Configure applications to match your business needs Get complete visibility to setup requirements through guided, sequential task lists. Each step builds upon the decisions you make in previous steps Enter setup data through easy-to-use interfaces available directly from the task lists Export and import to rapid-start functional setup at different instances Validate setup by reviewing setup data reports
• Primary s of FSM are: o o o o o
Application Implementation Manager (Enterprise Role) Application Implementation Consultants (Enterprise Role) Functional s , i.e, SMEs (Enterprise Role) System s Application Developers
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Application Implementation Lifecycle
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Application Implementation Lifecycle • PLAN : o Analyse implementation requirements, design setup and plan overall implementation using the Getting Started page
• CONFIGURE : o Choose offerings, options and features to match your business requirements using Configure Offerings
• IMPLEMENT : o Generate setup tasks using Manage Implementation Projects. Enter setup data using assigned Implementation Tasks
• EXPORT / IMPORT : o Export and import setup steps from one Oracle Fusion Application instance to another using Manage Configuration Packages
• MAINTAIN : o Maintain setup over time by searching and performing tasks in All Tasks
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Functional Setup Manager
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Offerings
Oracle Fusion Offerings are: • Application solution sets • Represent one or more business processes or subprocesses that have been installed • Primary drivers of the functional setup of Fusion Applications
Setup and Maintenance > Getting Started
o E.g. Workforce Deployment
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Offering Options & Features • Offering Options, generally include: o o o
Core functionality Optional modules (or options) Workforce Deployment has options such as: • Payroll • Absence Management • HR Business Intelligence Analytics
• Offering Features, are: o o o
Alternative business rules or processes Selected based on business requirements Workforce Deployment has features such as: • Enterprise Structures Guided Flow • Governance Risk and Compliance • Local Installation of Help • Maintain Common Reference Objects
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Offering Options & Features • Offering Options & Features o Displayed in multi level hierarchy to make selection easier
• FSM Dynamically creates an implementation project task List based on the Offering, Options and Features selected These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
Offering Reports
A set of standard reports which are available to assist with analysing and planning an implementation: • • • • •
Setup and Maintenance > Getting Started >
Offering Content Guide Associated Features Setup Task Lists and Tasks Related Business Objects Related Enterprise Applications
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Easy Navigation to Any Phase
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Enterprise Roles and Implementation Phases ROLE : Application Implementation Manager
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Enterprise Roles and Implementation Phases ROLE : Functional (i.e. SMEs)
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Enterprise Roles and Implementation Phases ROLE : Application Implementation Consultant
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Demonstration • Demonstrate how to: o Create an Implementation Project o Choose Offerings & Features o Assign Implementation Tasks
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Student Activity
Complete Activity 1.1: Create an Implementation Project in Fusion HCM Student Guide (1)
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Activity 1.1: Implementation Project OBJECTIVE : In this activity you are going to create an Implementation Project, Select the Offerings to Implement and Assign Tasks to Yourself NOTES : Use prefix of XX, where XX is your Student Number. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12.
Start Here > Home work area, Welcome tab (default after sign in) In the global area istration menu, click Setup and Maintenance. Location: Setup and Maintenance work area, Overview page, All Tasks tab In the Tasks pane, click Manage Implementation Projects. Location: Manage Implementation Projects page In the Search Results region, click the Create graphic. Location: Create Implementation Projects, 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 In the Workforce Deployment row select Include Click Save and Open Project. Location : Implementation Project: XX Workforce Deployment page Expand Workforce Deployment Expand Define Common Applications Configuration for Human Capital Management
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Activity 1.1: Implementation Project At this point you should have created and saved the XX Workforce Deployment project which was automatically assigned to Your..ID Start Here : Implementation Project: XX Workforce Deployment page 13. Select Workforce Deployment 14. Click Assign Tasks. Location: Assign Tasks dialog box 15. Click the Select and Add graphic. Location: Select and Add: s dialog box 16. In the ID field, enter Your..ID 17. Press Enter 18. Select Your..ID 19. Click Apply 20. Click Done. Location : Assign Tasks dialog box 21. Click Save and Close. Location : Implementation Project: XX Workforce Deployment page 22. Click Done. Location : Setup and Maintenance work area, Overview page 23. Click the Assigned Implementation Tasks tab. Location : Assigned Implementation Tasks tab 24. In the Tasks List column, click Sort Ascending 25. Click the All Tasks tab. Location : All Tasks tab 26. Click the Implementation Projects tab. Location: Implementation Projects tab 27. Click XX Workforce Deployment At this point you should have assigned to yourself all of the assigned tasks for your project. These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
Maintaining Setup Data • When setup data of an existing implementation requires modification that involves significant numbers of tasks and task lists or has high risk implication in many parts of an application, maintaining those setup changes through implementation projects is advisable
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Demonstration • Demonstrate how to Maintain Setup Data by: o Updating the Status of a Task o Adding Notes to a Task
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Export / Import • Implementation projects are also the foundation for identifying what setup data will be exported and imported from one instance to another
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Demonstration • Demonstrate how to : o Identify and Select Objects to Export o Run the Create Export Process Definition o Retrieve the Exported objects file
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Custom Enterprise Scheduler • Unit 4: Custom Enterprise Scheduler Jobs • Learning Outcome: o By the end of this unit you will have an understanding of: • Enterprise Scheduler Job • Manage Job Definitions
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Enterprise Job Scheduler • An executable job that a can run or schedule to process data • Several predefined jobs exist in Oracle Fusion Applications, e.g. Maintaining Person Keywords: o Several attributes of person, employment, and profile records are used as person-search keywords. Keyword values are copied automatically from the originating records to the PER_KEYWORDS table, where they are indexed to improve search performance. The size of your enterprise and the likely volume and frequency of changes to person records will determine how often you run this process and when; to ensure performance is not impacted
• The key concepts of Enterprise Job Scheduler are: o Process or Scheduled Process: A unique submission or run of a job o Job Definition: The metadata for the job that allows it to be run o Parameters: Filters that s can set when they submit a process These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
Manage Job Definitions • You can optionally update aspects of these custom jobs, including: o Editing job display names, for example to use that are more familiar to your s. o Editing parameter display names, using the Prompt field. o Using the Tooltip Text field to add parameter help text that appears when s focus on the parameter. For example, you can provide restrictions or considerations specific to your company's needs
• To edit custom job definitions, access the Manage Job Definitions page from either: o The Setup and Maintenance work area. You must select the task that contains the name of the Java EE application to which the job definition belongs. For example, use the Manage Custom Enterprise Scheduler Jobs for Payables and Related Applications task for Oracle Fusion Expenses job definitions o Oracle Enterprise Manager Fusion Applications Control
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Summary • Summary, topics covered today: o o o o
Oracle Fusion Overview Security (Overview) Functional Setup Manager Custom Enterprise Scheduler Jobs
• Tomorrow, Day Two – Tuesday 23rd April o Define Enterprise Structures o Define Workforce Structures o Define Grades, Jobs and Positions
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