Fusion Applications Global Human Resources Implementation SG_final

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Author

Alison Firth

Hema Hardikar

Jyothi Meruva

Megan Wallace

Srinivas Vellikad

Suzanne Kinkead

Technical Contributors

and Reviewers

Alanda Orozco

Cindy Frakes

Phyllis Simons

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

Disclaimer

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CONTENTSLesson 1: Workforce Deployment Course Overview .................... 1

Lesson Objectives ................................................................................... 1

Course Objectives ................................................................................... 2

Course Schedule ...................................................................................... 3

Course Approach ..................................................................................... 4

Hands-On Activities .................................................................................. 5

Oracle Fusion Implementation Resources .................................................... 6

Instructor Demonstration Introduction: Exploring Oracle Fusion Applications Help............................................................................................................. 7

Instructor Demonstration: Exploring Oracle Fusion Applications Help .............. 8

Oracle Fusion Applications Overview .................................................... 11

Oracle Fusion Applications Terminology Foundation .................................... 12

Home Page ........................................................................................... 13

User Interface Shell ................................................................................ 14

Dashboard ............................................................................................ 15

Worklist ................................................................................................ 17

Navigation ............................................................................................ 18

Work Areas ........................................................................................... 19

Recent Items ......................................................................................... 20

Oracle Fusion Applications Terminology .................................................... 21

Data Sharing ....................................................................................... 22

Business Units ..................................................................................... 23

Effective Dates .................................................................................... 24

Oracle Fusion Deployment Options ........................................................... 25

Workforce Deployment Overview .......................................................... 26

Workforce Deployment ........................................................................... 27

Oracle Fusion Human Capital Management (HCM) Overview ........................ 29

Lesson 2: Getting Started with an Implementation ................... 31

Objectives ............................................................................................. 32

Overview of Getting Started .................................................................. 33

Getting Started Highlights ..................................................................... 36

Lesson 3: Introducing Functional Setup Manager ..................... 37

Objectives ............................................................................................. 37

Lesson Agenda ...................................................................................... 38

Overview of the Functional Setup Manager ........................................... 39

Offerings, Options and Features ............................................................... 40


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Implementation Job Roles ....................................................................... 41

Implementation Task Flow ...................................................................... 43

Functional Setup Manager Terminology ..................................................... 45

Browsing and Configuring Offerings ...................................................... 46

Gathering Implementation Requirements for Offerings ................................ 47

Using the Getting Started Page ................................................................ 49

Viewing FSM Provided Reports and Documents .......................................... 51

Demonstration: Browsing Offerings .......................................................... 52

Configuring Offerings .............................................................................. 54

Overview of Implementation Projects ................................................... 55

Implementation Manager Responsibilities .................................................. 56

Understanding the Implementation Project Page ........................................ 57

Adding Resources to an Implementation Project and Assigning Tasks ........... 59

Viewing Task List and Task Reports .......................................................... 61

Performing Setup Tasks ........................................................................ 63

Performing Setup Tasks Flow ................................................................... 64

Viewing and Performing Assigned Implementation Projects and Tasks .......... 65

Completing Tasks in the Appropriate Sequence .......................................... 66

Creating a Workforce Deployment Implementation Project Activity...... 67

Activity Solution: Creating an Implementation Project ................................ 68

Lesson Highlights .................................................................................. 70

Lesson 4: Defining Common Applications Configuration for HCM71

Importing and Setting Up Geography Reference Data ........................... 71

Objectives ............................................................................................. 71

Address Validation ................................................................................. 72

Geography Model Concepts ..................................................................... 73

Implementation Considerations................................................................ 74

Geography Structure Tips ....................................................................... 75

Do I Enter Data or Import It? .................................................................. 76

The Manage Geographies Page ................................................................ 77

Sample Data and Procedures on Oracle Support ........................................ 79

File-Based Import Process Overview ......................................................... 80

Analyzing Attribute Mapping .................................................................... 82

Import Steps ......................................................................................... 83

Importing the Geography Structure for a Country ...................................... 85

Activity: Importing Geography Structure for a Country ............................... 87

Activity Solution: Importing Geography Structure for a Country ................... 88

Importing the Geography Hierarchy ......................................................... 91


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Understanding the Geography Hierarchy Data Import File ........................... 92

Activity: Importing Geography Hierarchy Data for a Country ....................... 93

Activity Solution: Importing Geography Hierarchy Data for a Country ........... 94

Setting Up Validation .............................................................................. 98

Activity: Setting Up Validation for the Country You Imported ...................... 100

Activity Solution: Setting Up Validation for the Country You Imported ......... 101

Activity: Verifying Your Geography Import ............................................... 103

Activity Solution: Verifying Your Geography Import ................................... 104

Importing Geography Reference Data Lesson Highlights ............................ 106

Importing and Setting Up Geography Reference Data: Quiz ........................ 107

Quiz 1 ............................................................................................... 107

Quiz 2 ............................................................................................... 108

Quiz 3 ............................................................................................... 109

Quiz 4 ............................................................................................... 110

Quiz 5 ............................................................................................... 111

Quiz 6 ............................................................................................... 112

Quiz 7 ............................................................................................... 113

Define Custom Enterprise Scheduler Jobs ........................................... 114

Objectives ............................................................................................ 115

Manage Job Definitions .......................................................................... 116

Manage List of Values Sources ................................................................ 117

Reference Resources ............................................................................. 118

Highlights ............................................................................................ 119

Define Enterprise Structures ............................................................... 120

Objectives ............................................................................................ 120

Establishing Enterprise Structures Using Enterprise Structures Configurator . 121

Overview ........................................................................................... 121

What is the HCM Configuration Workbench? ........................................... 122

What are the Benefits of Using the HCM Configuration Workbench? ........... 123

Enterprise Structure Components ......................................................... 124

Enterprise and Divisions ...................................................................... 125

Creating Legal Entities Using ESC ......................................................... 127

Enterprise Configuration Using ESC ....................................................... 128

Creating Business Units in ESC: Key Concepts ........................................ 129

Creating Reference Data Sets in ESC ..................................................... 131

Establish Enterprise Structures using ESC Quiz ....................................... 132

Quiz 1 ................................................................................................................. 133

Quiz 2 ................................................................................................................. 134


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Quiz 3 ................................................................................................................. 135

Quiz 4 ................................................................................................................. 136

Activity Introduction: Define the Enterprise Configuration Part 1 ............... 137

Activity: Establishing Enterprise Structures .............................................................. 138

Establishing Enterprise Structures .......................................................................... 140

Establishing Job and Position Structures Using Enterprise Structures Configurator.......................................................................................................... 147

Overview ........................................................................................... 147

ESC Overview .................................................................................... 148

Determine Job and Position Usage ........................................................ 149

Define Additional Job and Position Attributes at Enterprise ....................... 150

Define Contextual Attributes for Jobs and Positions ................................. 152

The ESC Process ................................................................................. 153

Review and Load Configuration ............................................................. 154

Establishing Job and Position Structures Quiz ......................................... 155

Quiz 1 ................................................................................................................. 156

Quiz 2 ................................................................................................................. 157

Quiz 3 ................................................................................................................. 158

Activity Introduction: Define the Enterprise Configuration Part 2 ............... 159

Activity: Defining the Job and Position Structures ..................................................... 159

Defining the Job and Position Structures ................................................................. 160

Activity: Reviewing the Enterprise Configuration ...................................................... 162

Defining Legal Jurisdictions and Legal Authorities for HCM .......................... 163

Legal Jurisdictions Overview ................................................................. 164

Legal Authorities Overview ................................................................... 165

Legislative Data Groups Overview ......................................................... 166

Defining Legal Entities for HCM ............................................................... 168

Legal Entities Overview ....................................................................... 168

Legal Entity Considerations .................................................................. 170

Legal Entity and its Relationship to Divisions .......................................... 171

Legal Entity and its Relationship to Worker Assignments and Legal Employer172

Legal Entity and Payroll Reporting ......................................................... 173

Legal Entity and Legal Reporting Units ................................................... 174

Legal Reporting Units Overview ............................................................ 175

Activity Introduction: Defining a New Legal Entity ................................... 176

Defining a Legal Address ....................................................................................... 179

Defining a Legal Entity .......................................................................................... 180

Define Enterprise Structures Highlights .................................................... 182


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Define Workforce Structures ............................................................... 183

Objectives ............................................................................................ 183

Workforce Structures Task List ............................................................... 184

Defining Enterprise HCM Information ....................................................... 185

Work Day Information ......................................................................... 185

Worker Number Generation .................................................................. 186

Person-Name Languages ..................................................................... 187

Employment Model ............................................................................. 188

Types of Employment Models ................................................................................. 188

Three-Tier Employment Models .............................................................................. 189

Three-Tier Employment Models Explained ................................................................ 191

Three-Tier Employment Model Example ................................................................... 192

Two-Tier Employment Models ................................................................................ 193

Two-Tier Employment Models Explained .................................................................. 194

Two-Tier Employment Model Example ..................................................................... 195

Using the Two-Tier Employment Model .................................................................... 196

Using the Three-Tier Employment Model ................................................................. 197

Employment Terms Override ................................................................................. 198

Defining Enterprise HCM Information Quiz ............................................. 199

Quiz 1 ................................................................................................................. 199

Quiz 2 ................................................................................................................. 200

Quiz 3 ................................................................................................................. 201

Quiz 4 ................................................................................................................. 202

Quiz 5 ................................................................................................................. 203

Quiz 6 ................................................................................................................. 204

Actions and Action Reasons .................................................................... 205

Demo: Creating Actions and Action Reasons ............................................. 206

Defining Locations ................................................................................. 208

Locations ........................................................................................... 208

Demo: Managing Locations .................................................................. 210

Activity: Creating a Location ................................................................ 212

Creating a Location ............................................................................................... 213

Defining HCM Organizations ................................................................... 215

Overview ........................................................................................... 215

HCM Organizations .............................................................................. 216

Multiple Classifications ......................................................................... 217

Review Enterprise Configuration ........................................................... 218

Trees and HCM Trees .......................................................................... 219


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Organization Trees and ESC ................................................................. 220

Defining HCM Organizations Quiz .......................................................... 221

Quiz 1 ................................................................................................................. 222

Quiz 2 ................................................................................................................. 223

Quiz 3 ................................................................................................................. 224

Activity Introduction: Creating Organizations ......................................... 225

Creating a Division ............................................................................................... 226

Creating a Department.......................................................................................... 227

Creating a Business Unit ....................................................................................... 228

Define Workforce Structures Highlights .................................................... 230

Define Grades, Jobs, Positions, and Worker Directory ......................... 231

Objectives ............................................................................................ 231

Grades, Jobs, and Positions Setup and Maintenance .................................. 232

Defining Grades .................................................................................... 234

Grades .............................................................................................. 235

Grade Steps ....................................................................................... 236

Grades and Sets ................................................................................. 237

How Grades Work with Jobs and Positions .............................................. 238

How Grades Work with Assignments and Employment Terms ................... 239

Activity: Creating a Grade .................................................................... 240

Defining Grade Rates ............................................................................. 243

Grade Rate Values .............................................................................. 244

Lookups for Grade Rates ...................................................................... 245

Adding Rates to Grades ....................................................................... 246

Grade Rates Example 1 ....................................................................... 247

Grade Rates Example 2 ....................................................................... 248

How Grades, Rates, Sets, and Legislative Data Groups Work Together ...... 249

How Grades and Grade Rates Work with Compensation and Payroll .......... 251

Activity: Creating a Grade Rate ............................................................ 252

Defining Grade Ladders ......................................................................... 254

Grade Ladders .................................................................................... 255

Ladders with Grades ........................................................................... 256

Ladders with Steps ............................................................................. 257

Activity: Creating a Grade Ladder ......................................................... 258

Examples of Grades, Rates, and Ladders .................................................. 262

Grades with Steps............................................................................... 263

Grades Without Steps .......................................................................... 264

Grades with Rate Ranges ..................................................................... 266


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Grades with Hourly Amounts ................................................................ 267

Defining Jobs and Job Families................................................................ 268

Lookups for Jobs ................................................................................. 269

Basic Details ...................................................................................... 270

Benchmark and Progression Information ................................................ 271

Grades .............................................................................................. 272

Evaluation Criteria .............................................................................. 273

Job Families ....................................................................................... 274

How Jobs and Positions Work with Profiles ............................................. 275

Activity: Creating a Job ....................................................................... 276

Defining Positions ................................................................................. 279

Lookups for Positions .......................................................................... 280

Positions Example: Retail Industry ........................................................ 281

Position Details ................................................................................... 283

Position Trees ..................................................................................... 284

Activity: Creating a Position ................................................................. 285

Defining Worker Directory ...................................................................... 287

Define Worker Directory Task List ......................................................... 287

Maintaining Person Keywords ............................................................... 288

Person-Record Keyword Searches ......................................................... 289

Date-Effective Keyword Searches.......................................................... 290

Search Relevance Profile Options .......................................................... 291

Quiz .................................................................................................... 292

Quiz 1 ............................................................................................... 293

Quiz 2 ............................................................................................... 294

Quiz 3 ............................................................................................... 295

Activity Introduction: Workforce Structures .............................................. 296

Instructor Demo: Activity Setup ........................................................... 297

Activity Solution: Hiring an Employee to Test the Setup ........................... 298

Define Grades, Jobs, Positions, and Worker Directory Highlights ................. 300

Define Workforce Profiles ................................................................... 301

Objectives ............................................................................................ 301

Profile Management Setup and Maintenance ............................................. 302

Describe Oracle Fusion Profile Management .............................................. 304

Profile Management Terminology .......................................................... 305

Oracle Fusion Profile Management Integrations ...................................... 306

Configure Talent Profile Settings ............................................................. 308

Profile Management Lookups ................................................................ 309


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Profile Management Notifications .......................................................... 311

Profile Management Descriptive Flexfields .............................................. 312

Set Up Talent Profile Content .................................................................. 313

Content Library .................................................................................. 314

Content Types .................................................................................... 315

Free-Form Content Types .................................................................... 317

Content Type Properties ...................................................................... 318

Content Type Relationships .................................................................. 319

Content Subscribers ............................................................................ 320

Demonstration Introduction: Content Types ........................................... 321

Content Items .................................................................................... 322

Demonstration Introduction: Content Items ........................................... 323

Educational Establishments .................................................................. 324

Demonstration Introduction: Educational Establishments ......................... 325

Rating Models..................................................................................... 326

Rating Model Components .................................................................... 327

Rating Models and Model Profiles .......................................................... 328

Demonstration Introduction: Rating Models............................................ 329

Set Up Talent Profiles ............................................................................ 330

Profile Types ...................................................................................... 331

Profile Type Components ..................................................................... 332

Summary Text ................................................................................... 334

Demonstration Introduction: Profile Types ............................................. 335

Instance Qualifier Sets ........................................................................ 336

Settings for Qualifier Sets .................................................................... 337

Demonstration Introduction: Instance Qualifier Sets ............................... 338

Demonstration Introduction: Where Instance Qualifier Sets Are Used ........ 339

Activity Introduction: Creating a New Content Type and Items ................... 340

Creating a New Content Type ............................................................... 343

Creating Content Items ....................................................................... 344

Adding a New Content Type to the Person Profile Type ............................ 346

Example of Adding the Content Section to a Profile ................................. 349

Talent Profile Content Quiz ..................................................................... 351

Quiz 1 ............................................................................................... 352

Quiz 2 ............................................................................................... 353

Quiz 3 ............................................................................................... 354

Quiz 4 ............................................................................................... 355

Quiz 5 ............................................................................................... 356


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Define Workforce Profiles Highlights ........................................................ 357

Define Security for HCM ...................................................................... 358

Objectives ............................................................................................ 358

HCM Security Setup and Maintenance ...................................................... 359

Roles ................................................................................................... 360

Role-Based Access Control ................................................................... 360

Roles Assigned to Users ....................................................................... 362

Role Types ......................................................................................... 363

Abstract Roles .................................................................................... 364

Data Roles ......................................................................................... 365

Job Roles ........................................................................................... 366

Duty Roles ......................................................................................... 368

Data Security ....................................................................................... 370

HCM Security Profiles .......................................................................... 370

Security Profiles in HCM Data Roles ....................................................... 371

Data Role Templates ........................................................................... 373

Predefined Security ............................................................................... 374

The Security Reference Implementation ................................................ 374

Users and Role Provisioning .................................................................... 375

User Accounts .................................................................................... 375

Provisioning Roles to Users .................................................................. 376

Managing Security ................................................................................ 378

Managing Security Using HCM .............................................................. 378

Managing Security Using OIM ............................................................... 379

Managing Security Using APM ............................................................... 380

Quiz: Define Security for HCM ................................................................ 381

Lesson Topic: Quiz 1 ........................................................................... 381



Define Security for HCM Highlights .......................................................... 384

Define Data Security for HCM .............................................................. 385

Objectives ............................................................................................ 385

Describe HCM Data Security ................................................................... 386

HCM Secured Objects .......................................................................... 386

Granting Access to HCM Secured Objects ............................................... 387

HCM Security Profiles .......................................................................... 388

HCM Security Profile Types .................................................................. 389

Predefined HCM Security Profiles .......................................................... 390


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HCM Security Profiles Best Practices ...................................................... 391

Manage Organization and Position Security Profiles ................................... 392

Creating Organization Security Profiles .................................................. 392

Organization Security Profiles Key Concepts ........................................... 394

Creating Position Security Profiles ......................................................... 395

Position Security Profiles Key Concepts .................................................. 396

Activity: Creating an Organization Security Profile................................... 397

Activity Solution: Creating an Organization Security Profile ...................... 399

Manage Person and Public Person Security Profiles .................................... 401

Creating Person Security Profiles .......................................................... 401

Person Security Profiles Key Concepts ................................................... 403

Creating Public-Person Security Profiles ................................................. 404

Activity: Creating a Person Security Profile ............................................. 405

Activity Solution: Creating a Person Security Profile ................................ 406

Manage Document Type, LDG, and Country Security Profiles ...................... 407

Creating Document Type Security Profiles .............................................. 407

Document Type Security Profiles Key Concepts ....................................... 408

Managing Legislative Data Group Security Profiles .................................. 409

Managing Country Security Profiles ....................................................... 410

Manage HCM Data Roles ........................................................................ 411

Data Roles Overview ........................................................................... 411

Creating HCM Data Roles ..................................................................... 412

Selecting Security Criteria in an HCM Data Role ...................................... 413

Creating Security Profiles in HCM Data Roles .......................................... 415

Assigning HCM Security Profiles Directly to Job or Abstract Roles .............. 417

Editing HCM Data Roles ....................................................................... 419

Synchronizing HCM Data Roles with Oracle Identity Management ............. 420

Approaches to Creating HCM Data Roles ................................................ 421

Activity: Creating an HCM Data Role ..................................................... 422

Activity Solution: Creating an HCM Data Role ......................................... 424

Describe Role Provisioning ..................................................................... 426

Users and Roles .................................................................................. 426

Provisioning Roles to Users .................................................................. 427

Role Mappings Key Concepts ................................................................ 428

Manage Role Mappings .......................................................................... 430

Provisioning Roles Automatically ........................................................... 430

Activity: Role Mapping to Autoprovision Roles ........................................ 431

Activity Solution: Role Mapping to Autoprovision Roles ............................ 433


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Provisioning Roles Immediately ............................................................ 435

Provisioning Roles to Other Users ......................................................... 436

Activity: Role Mapping to Provision Roles to Other Users .......................... 437

Activity Solution: Role Mapping to Provision Roles to Other Users ............. 439

Requesting Roles ................................................................................ 441

Activity: Role Mapping for Self-Requestable Roles ................................... 442

Activity Solution: Role Mapping for Self-Requestable Roles ...................... 444

Role-Provisioning Strategies ................................................................. 446

Quiz: Define Data Security for HCM ......................................................... 447









Define Data Security for HCM Highlights .................................................. 455

Define Approval Management for HCM ................................................ 456

Objectives ............................................................................................ 456

Approval Management Overview ............................................................. 457

HCM Approvals Setup and Maintenance ................................................... 459

Managing Task Configurations for Human Capital Management ................... 460

Event Driven Tab ................................................................................ 461

Data Driven Tab ................................................................................. 464

List Builders ....................................................................................... 466

Maintaining the Manager Hierarchy ......................................................... 467

Participant Actions in the Predefined Approval Policies ............................... 468

Notifications in the Predefined Approval Policies ........................................ 469

Managing Approval Groups ..................................................................... 470

Activity: Reviewing Predefined Approval Policies for a Task ........................ 472

Activity Solution: Reviewing Predefined Approval Policies for a Task ............ 474

Define Approval Management for HCM Highlights ...................................... 477

Lesson 5: Defining Common HCM Configuration ...................... 479

Define Workforce Records ................................................................... 479

Objectives ............................................................................................ 479

Define Workforce Records Task List ......................................................... 480

Defining Availability ............................................................................... 481


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How Worker Availability Is Determined .................................................. 481

Primary Work Schedules ...................................................................... 483

Calendar Events ................................................................................. 485

Calendar Event Categories ................................................................... 486

Demo: Managing Calendar Events ......................................................... 487

Demo: Managing Work Schedules ......................................................... 488

Defining Availability Quiz ..................................................................... 490

Instructor Note: All Quizzes and Answers ................................................................ 490

Quiz 1 ................................................................................................................. 491

Quiz 2 ................................................................................................................. 492

Quiz 3 ................................................................................................................. 493

Quiz 4 ................................................................................................................. 494

Creating and Assigning a Work Schedule Activity .................................... 495

Creating a Calendar Event Category ....................................................................... 496

Creating a Calendar Event ..................................................................................... 496

Creating Shifts ..................................................................................................... 498

Creating a Workday Pattern ................................................................................... 499

Creating a Work Schedule ..................................................................................... 501

Assigning a Work Schedule to a Department ............................................................ 502

Adding an Exception to an Employee Work Schedule ................................................ 503

Defining Person Record Values ................................................................ 506

Define Person Record Values Task List ................................................... 506

Person Types...................................................................................... 507

Person Name Formats ......................................................................... 509

Person Lookups .................................................................................. 511

Defining Employment Record Values........................................................ 512

Define Employment Record Values Task List ........................................... 512

Assignment Statuses ........................................................................... 513

Key Decisions for Enforcing Grades at Assignment Level .......................... 514

Employment Lookups .......................................................................... 515

Defining Documents .............................................................................. 516

Defining Documents Task List ............................................................... 516

Document Types and Categories ........................................................... 517

Demo: Creating a Document Type ........................................................ 518

Defining Workforce Records Quiz ............................................................ 519

Quiz 1 ............................................................................................... 519

Quiz 2 ............................................................................................... 520

Quiz 3 ............................................................................................... 521


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Quiz 4 ............................................................................................... 522

Defining Workforce Records Highlights ..................................................... 523

Define Workforce Business Processes and Events ............................... 524

Objectives ............................................................................................ 524

Define Workforce Business Processes and Events Task List ......................... 525

Defining Checklists ................................................................................ 526

How Can I Create and Track Standard Tasks .......................................... 526

Checklist Template Components ........................................................... 527

Creating a Checklist Template Activity ................................................... 528

Activity Solution: Creating a Checklist Template ....................................................... 530

Checklist Template Allocation ............................................................... 533

Defining Checklists Quiz ...................................................................... 534

Quiz 1 ................................................................................................................. 534

Quiz 2 ................................................................................................................. 535

Quiz 3 ................................................................................................................. 536

Quiz 4 ................................................................................................................. 537

Defining HCM Events ............................................................................. 538

Key Decisions for Events ...................................................................... 538

Key Components of the Event Model ..................................................... 539

Defining Workforce Business Processes and Events Highlights .................... 540

Lesson 6: Define Absences ...................................................... 541

Objectives ........................................................................................... 541

Overview ............................................................................................. 542

Demo: Recording an Absence ................................................................. 542

Instructor Note: Define Absences Task List............................................... 544

Tasks In the Define Absences Task List .................................................... 545

Absence Types ...................................................................................... 546

Absence Types, Categories, and Reasons ................................................. 547

Defining Absences Overview Quiz ............................................................ 548

Instructor Note: All Quizzes and Answers ............................................... 548

Quiz 1 ............................................................................................... 549

Quiz 2 ............................................................................................... 550

Defining General Absences .................................................................. 551

Absence Lookups .................................................................................. 552

Absence Value Sets and Descriptive Flexfields .......................................... 553

Defining General Absences Quiz .............................................................. 554

Instructor Note: All Quizzes and Answers ............................................... 554

Quiz 1 ............................................................................................... 555


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Key Decisions for Absence Lookups and Flexfields ..................................... 556

Defining Absence Plans ....................................................................... 557

Manage Absence Types .......................................................................... 558

Absence Types and Absence Elements ................................................... 558

Absence Balance Maintenance .............................................................. 560

Absence Recording at Person Or Assignment Level .................................. 561

Absence Duration Calculation ............................................................... 562

Absence Processing in Payroll Runs ....................................................... 564

Absence Entries in Statement of Earnings .............................................. 565

Demo: Managing Absence Elements ...................................................... 566

Demo: Managing Absence Types........................................................... 567

Key Decisions for Absence Types .......................................................... 569

Managing Absence Types Quiz .............................................................. 570


Quiz 1 ................................................................................................................. 571

Quiz 2 ................................................................................................................. 572

Quiz 3 ................................................................................................................. 573

Quiz 4 ................................................................................................................. 574

Quiz 5 ................................................................................................................. 575

Creating an Absence Element and Absence Type Activity ......................... 576

Creating an Absence Category and Accrual Category ................................................ 578

Creating an Absence Element ................................................................................ 579

Creating an Absence Type ..................................................................................... 581

Test Your Setup by Recording an Absence ............................................................... 582

Manage Accrual Plans ............................................................................ 584

Key Terminology in Accrual Plans .......................................................... 584

Components That Comprise an Accrual Plan ........................................... 585

Accrual Start Date Rules for New Hires .................................................. 586

Accrual Term Type .............................................................................. 587

Accrual Ineligibility Period .................................................................... 588

Accrual Formulas ................................................................................ 589

Gross Accrual Maintenance .................................................................. 590

Accrual Bands .................................................................................... 591

Net Accrual Calculation ........................................................................ 592

Demo: Managing Accrual Plans ............................................................. 593

Components That an Accrual Plan Generates .......................................... 595

Key Decisions for Accrual Plans............................................................. 596

Managing Accrual Plans Quiz ................................................................ 597


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Quiz 1 ................................................................................................................. 599

Quiz 2 ................................................................................................................. 600

Quiz 3 ................................................................................................................. 601

Quiz 4 ................................................................................................................. 602

Quiz 5 ................................................................................................................. 603

Creating an Accrual Plan Activity ........................................................... 604

Creating an Accrual plan ....................................................................................... 605

Test Your Setup by Enrolling an Employee in an Accrual Plan ..................................... 607

Defining Absences Highlights .............................................................. 608

Lesson 7: Appendix ................................................................. 611

Define Help Configuration ................................................................... 612

Objectives ............................................................................................ 613

Set Help Options ................................................................................... 614

Set Help Options Demonstration ........................................................... 615

Assign Help Text Administration Duty ...................................................... 616

Manage Help Security Groups ................................................................. 617

Manage Help Security Groups Demonstration ......................................... 618

Reference Resources ............................................................................. 619

Highlights ............................................................................................ 620

Define Flexfields.................................................................................. 621

Flexfield Concepts ................................................................................. 622

Value Sets ........................................................................................... 626

Descriptive Flexfields ............................................................................. 628

Extensible Flexfields .............................................................................. 629

Extensible Flexfield Example ................................................................ 630

Key Flexfields ....................................................................................... 632

Tips for Managing Key Flexfields ........................................................... 634

Flexfield Implementation Flow ................................................................ 635

Flexfield Reference Resources ................................................................. 637

Define Profile Options ......................................................................... 638

Profile Options ...................................................................................... 639

Profile Option Categories ........................................................................ 640

Profile Option Levels and Values ............................................................. 641

Define Lookups ................................................................................... 643

Key Concepts ....................................................................................... 644

Manage Lookups ................................................................................... 646

Define Document Sequences ............................................................... 647


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Document Sequence.............................................................................. 648

Document Sequence Types .................................................................... 649

Document Sequence Categories .............................................................. 650

Document Sequence Assignment ............................................................ 651

Review Question 1 ................................................................................ 652

Review Question 2 ................................................................................ 653

Review Question 3 ................................................................................ 654

Review Question 4 ................................................................................ 655

Oracle Fusion Reporting and Analytics ................................................ 656

Oracle Fusion Watchlist ....................................................................... 657


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Lesson 1: Workforce Deployment Course Overview

Copyright 2012All rights reserved. 1


Lesson Objectives

After completing this lesson, you should be able to:

1. Identify the purpose of this course

2. Describe the course training approach

3. Describe Oracle Fusion Applications

4. Describe Workforce Deployment

5. Describe the Deployment Options for Oracle Fusion Applications


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2 Copyright 2012All rights reserved.

Course Objectives

After completing this course, you should be able to:

Identify the key concepts of Workforce Deployment that determine asuccessful implementation

Use Oracle Fusion Functional Setup Manager (FSM) to implementWorkforce Deployment

Test your setup by entering data and performing common WorkforceDeployment processes

Set up common HCM components, including geographies, enterprisestructures, workforce structures, and enterprise scheduler jobs

Set up Oracle Fusion Profile Management

Review security reference implementation data for HCM and define datasecurity for HCM

Define approval management

Set up workforce records

Define workforce processes and events

Set up absence types and absence plans


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Course Schedule


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Course Approach

A lesson in this course will begin with your instructor presenting importantconcepts related to implementing Workforce Deployment. The lesson may alsoinclude one or more of the following activities:

1. Complete an activity by performing a task in FSM

2. Discuss key decisions and best practices

3. Complete quiz or knowledge assessment task

In this course the instructor:

1. Presents introductory concepts

2. Provides assistance when performing implementation tasks

3. Provides review sessions as needed


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Hands-On Activities

To complete hands-on activities in the class, you will perform Workforce Deploymentsetups by working through the steps in the Workforce Deployment configuration task listin FSM.

Functional Setup Manager Implementation Project List


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Oracle Fusion Implementation Resources

Classroom Resources:

Oracle Fusion Workforce Deployment Implementation Student Guide (this guide)

Oracle Fusion Applications Help

Instructor

Other Students

Related Resources:

Getting Started with Oracle Fusion Applications: Oracle Fusion Human CapitalManagement On-Premise Implementations [ID 1395863.1]

Oracle Fusion Workforce Deployment Implementation Guide

Oracle Fusion Applications Information Technology Management, ImplementApplications Guide

Recommended Resources:

Oracle Fusion Applications Documentation Information Center [ID 1382875.2]

Oracle Fusion Technology Library on OTN(http://www.oracle.com/technetwork/documentation/index.html#fusion_applications)

Related Oracle University Courses:

This course provides a high-level overview of functionality that is reviewed in greaterdetail in other Oracle University courses:

Oracle Fusion Applications functional training (course titles TBD)

Oracle BI Publisher 11g R1: Fundamentals

Fusion Applications: Extend Applications with ADF

Fusion Applications: Security Fundamentals

Fusion Applications: Install and Configure Identity Management

Fusion Applications: Payroll Implementation (US) or Fusion Applications: HCM:Core HR & Payroll

Note: Flexfields and extensibility will be included in a separate course (course title TBD)


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Instructor Demonstration Introduction: ExploringOracle Fusion Applications Help

Demonstration Background

You can access all user assistance documentation for Oracle Fusion Applications fromthe application. User assistance includes:

Contextual assistance on applications pages, which you access by hovering overan icon or field, or clicking in a field.

The Oracle Fusion Applications Help Portal, which contains several browsing andsearch tools to assist you in finding relevant topics as well as functional andimplementation guides.

Think of these two approaches to user assistance as embedded learning tools.

Demonstration Scope

Using Oracle Fusion Applications Help, you can find more information about the setup

tasks covered in this course.

Go to the Manage Absence Types page and review the contextual help.

On the Manage Absence Types page, click Create to review additional types ofcontextual help.

Identify and use the primary ways to access Oracle Fusion Applications Help.

Use the Search by Functional Setup navigator to find Workforce Deployment.

Search for absences and view the retrieved topics.

Use the Guides link to identify what guides are available.


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Instructor Demonstration: Exploring Oracle FusionApplications Help

Solut ion: Instructor Demons trat ion: Explor ing Oracle Fusion Ap pl icat ions Help

Step Action

1. Start on the Home work area, Welcome tab.

Click the Navigatorlink.

2. Click the more... >>link.

3. Click the Setup and Maintenancelink.

4. Locate the Manage Absence Types task.

Click the Assigned Implementation Taskstab.

5. Begin by locating your implementation project.

Click the Projectlist.

6. Click the HCM V1GA Projectslist item.

7. Click the Searchbutton.

8. Click in the Taskfield.

9. Enter the desired information into the Taskfield. Enter "Manage Absence Types".


11. Click the Go to Taskbutton.

12. On the Manage Absence Types task page, click Create

Click the Createbutton.

13. 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 will provide a brief summary of the topic. Clicking one of the links opensthe topic in Oracle Fusion Applications Help.

Click the Helpbutton.

14. The application displays the topics that are linked to the current page.


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Click the Absence Duration Calculation: Critical Choiceslink.

15. The Oracle Fusion Applications Help Portal opens, with the topic that you selected.

Close the browser tab to return to the Oracle Fusion Application tab.

16. Click the Closebutton.

17. This type of help provides a definition of the prompt or label for the user interfacecomponent.

Point to the Allows updates to absence durationlink.

18. Point to the Allows recording absences at person level or assignment levellink.

19. Return to the Help Portal to explore more search options for help topics.

Click the Absence Duration Calculation: Critical Choicestab.

20. The Oracle Fusion Applications Help Portalappears.

You can review the current topic, and if this topic doesn't answer your question, you canclick the Search tab to search for more topics.

21. Click the Searchtab.

22. The Oracle Fusion Applications Help Portal displays all of the topics related to the DefineAbsences group of tasks.

23. In Oracle Fusion Applications Help, you can read more about the setup tasks covered inthis course.

There are several Search by... navigator panels. In this course we are most interested inthe Search by Functional Setupnavigator.

Click the Show this panellink.

24. Click the Offeringslink.

25. Click the Workforce Deploymentlink.

26. Click in the Searchfield.

27. You can narrow your search using keywords.

Enter the desired information into the field. Enter "absences".


29. All topics that have the word "absences" in them are displayed.

30. You can also find guides in the Oracle Fusion Applications Help Portal.


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Click the Alllink.

31. Click the Guideslink.

32. Click the Workforce Deploymentlink.

33. All guides for the Workforce Deployment offering are displayed.

34. You can return to the application page by selecting the tab for the page.

Click the Overview - Setup and Maintenance - Oracle Applicationstab.

35. Contextual page-level and Oracle Fusion Applications Help user assistance supports yourlearning, and is never more than a few clicks away!


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Oracle Fusion Applications Overview

Designed from the ground up, using the latest technology advances and incorporating

best practices gathered from thousands of customers, Oracle Fusion Applications arecompletely open, service-enabled enterprise applications. Oracle Fusion Applicationsalso feature best-in-class user-interface designs and workflows that optimize usabilityand deliver business value.

Oracle Fusion Applications


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Oracle Fusion Applications Terminology Foundation

This section discusses the following terms and concepts within Oracle FusionApplications:

Home Page

User interface shell

Dashboards

Worklist

Navigation

Work areas

Recent items

Oracle Fusion Applications terminology


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Home Page

All functionality revolves around the Oracle Fusion Applications Home Page:

Oracle Fusion Applications Home Page


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User Interface ShellEach page can be divided up into components. The instructor will refer to these areaswhen navigating within a page.

This is an example of the main components in the Oracle Fusion interface:


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DashboardOracle Fusion dashboards provide the following:

Information summaries: view of the big picture as well as prioritization

Information monitoring: quick action and further exploration

The main dashboard within Oracle Fusion is the Welcome dashboard, or Fusion Home,which is a collection of dashboards. In addition to Fusion Home, two other types areavailable:

Transaction dashboards: contain content that is core to one or more business

processes Business intelligence (BI) Dashboards: contain content that is complimentary to

one or more business processes

This is an example of the Human Resources dashboard, which is a transactiondashboard:


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NavigationDuring an implementation, you will use the Functional Setup Manager (FSM) to accessimplementation tasks. You can access the FSM using the following methods:

From the Administration menu, select Setup and Maintenance

From the Navigator menu, select the more...link, then Tools, and thenSetupand Maintenance

Within the Setup and Maintenance work area, use one of the following methods tosearch for the implementation task you want to perform:

Enter the task name in the Name field in the Search: Tasks pane

Search for the task on the Assigned Implementation tasks tab Search for the task on the All Tasks tab


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Work AreasA work area is a grouping of similar tasks. For example, the Workforce Structures workarea includes tasks for creating and managing departments, jobs, and other workforce

structures.

Navigator menu>Workforce Structures


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Recent ItemsThe Recent Items menu enables users to return to flows that have been recentlyaccessed, usually within, but not limited to, a single session.

Recent Items menu


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Oracle Fusion Applications TerminologyThis topic discusses the following Oracle Fusion Applications terminology:

Data sharing

Business units

Effective dates


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Data Sharing

You can set up data sharing across your organization using sets. Sets are:

Used for partitioning reference data into smaller portions, or sets Can be assigned to different business units (organizations within your enterprise)

Also known as Reference Data Set

The Oracle Fusion HCM objects that are set enabled are:

Departments

Locations

Jobs

Grades


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Business Units

Business Units:

1. Offer your organization a flexible structuring device through which you canimplement Oracle Fusion HCM, based on how your business is organized

2. Are always associated with a SetID, which determines values in control tables towhich a business unit has access


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Effective Dates

Effective dates:

Enable the system to maintain history on data Specify when data goes into effect

Ensure that data is valid at a given point of time


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Oracle Fusion Deployment OptionsDepending on the needs of your enterprise, you can select one of several deploymentoptions.

This figure illustrates the various deployment options:


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Workforce Deployment Overview

This section provides a high-level introduction to Workforce Deployment:

1. Integrations of Workforce Deployment with other applications that youneed to consider during implementation.

2. Activities in the Workforce Deployment business processes that can beperformed when the setup is complete.

3. Any "Big Picture" key concepts that must be considered before you begin.


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Workforce Deployment

The workforce deployment business process area enables you to align resources andpeople with business objectives, and enter and maintain information related to people,

employment, and work structures. The process also includes full service payrollofferings for core payroll and localizations, which is covered in a separate course.

Define Common Applications Configuration

These lessons enable you to learn how to set up definitions used across offerings,typically applying to multiple products and product families.

Define Common HCM Configuration

In these lessons, you will learn how to set up objects that apply to multiple productswithin the HCM product family. These include workforce records, such as person recordvalues, employment record values, documents, and availability. The lesson also coversinformation on checklists and events.

Define Absences


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This lesson covers tasks that enable you to manage the definitions required forrecording and processing absences, accrual plans, and entitlement plans.


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Oracle Fusion Human Capital Management (HCM)OverviewOracle Fusion Human Capital Management covers the three primary businessprocesses of managing human capital.

This course focuses on the Global Human Resources area of the WorkforceDeployment business process.


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Lesson 2: Getting Started with an Implementation



This lesson introduces the initial activities in an Oracle Fusion Applicationsimplementation:

1. Preparing Oracle Fusion Applications for:- User management- Configuration- Role management

2. Synchronizing users and roles in the Lightweight Directory Access Protocol(LDAP) with Oracle Fusion Human Capital Management (HCM)

3. Creating implementation users

_______________________________________________________

NOTE:These steps are performed after installation and provisioning, and before settingup enterprise structures and implementing projects. Between preparing users andsynchronizing users and roles from LDAP, your enterprise needs to configure offeringsand set up task lists. Between synchronizing users and roles from LDAP and setting upenterprise structures, your enterprise needs to create initial implementation users.


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Objectives

After completing this lesson, you should be able to anticipate actions required beforebeginning an implementation by understanding what is involved in:

Setting up implementation users- Preparing the Oracle Fusion Applications super userfor user management andconfiguration- Preparing the IT Security Managerjob role for user and role management

Defining implementation users

This lesson does not cover:

Generating a functional setup task list before implementing users

Defining users after setting up basic enterprise structure


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Overview of Getting Started

In Oracle Fusion Applications, you manage users and security through Oracle FusionHuman Capital Management (HCM) user management flows, which are included ineach of the offering task lists. However, the HCM task flows require that enterprisestructures have been set up, and yet to add users who can set up enterprise structuresyou need to have set up HCM. Therefore, you need to create one or more initialimplementation users who have the access needed for.

Implementation project management

Initial enterprise structures management

User management

For a standard, full implementation of Oracle Fusion Applications, the initial activitiesare as follows:


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1. The Oracle Identity Management System Administrator user prepares the OracleFusion Applications super userfor user management and configuration tasks.

2. The Oracle Identity Management System Administrator user provisions the ITSecurity Manager job rolewith roles for user and role management.

3. The Oracle Fusion Applications super user synchronizes LDAPusers with HCMuser managementso that users can be provisioned with roles through HCM.

4. The Oracle Fusion Applications super user signs in to Oracle Fusion Applicationsand performs the Create Implementation Users task to create one or more ITsecurity manager and administratorusers provisioned with securityadministrative entitlement.

5. The newly created IT Security Manager user signs in to Oracle FusionApplications and performs the Create Implementation Users task to createimplementation project managers.


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6. The newly created IT Security Manager user signs in to Oracle FusionApplications and performs the Create Implementation Users task to create usersfor enterprise structure setup, and creates a data role for HCM setup andprovisions that role to the enterprise structure setup users.

The procedures named in this lesson for getting started are presented in Getting Started

with Oracle Fusion Applications: Common Implementation. You can find this document(ID: 1387777.1) on My Oracle Support, https://support.oracle.com.

8/10/2019 Fusion Applications Global Human Resources Implementat