01 overview2

Partner Boot Camp Fusion HCM Global HR Course Overview

Instructor Guide

August 16, 2013

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CONTENTS

Lesson 1: Course Overview ......................................................... 1 Welcome .................................................................................................. 1 Course Objectives ..................................................................................... 2 Course Approach ....................................................................................... 3

Oracle Fusion Implementation Resources .................................................... 4 Boot Camp Workspace ............................................................................. 5 Additional Resources ............................................................................... 6 Instructor Note: Demo Timing ................................................................... 7 Demonstration Introduction: Exploring Oracle Fusion Applications Help ........... 8 Demonstration: Exploring Oracle Fusion Applications Help ............................. 9 Instructor Note: Oracle Fusion Applications Help ........................................ 11

Oracle Fusion Human Capital Management (HCM) Overview .......................... 12 HCM Deployment Options ....................................................................... 13

HCM Overview .................................................................................... 14 HCM Business Processes 15

HCM Foundation Overview .................................................................... 18 HCM Foundation - Features 19

Workforce Directory Management - Overview ......................................... 20 Fusion HR & Payroll Country Extensions and Languages .............................. 21

Instructor Note: Country Extension Plans ............................................... 22 Language Support ............................................................................... 23

Customer Adoption .................................................................................. 24 Adoption Strategy ................................................................................. 25

Integrating HCM Cloud Services with current HCM deployments ................. 26 Customer Adoption ................................................................................ 28

Course Schedule ..................................................................................... 29 Logistics ................................................................................................ 31

Lesson 1: Course Overview

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 1


Welcome

Welcome to the Fusion HCM Cloud Implementation Boot Camp!

1. Instructor introduction 2. Student introductions

- Name

- Role (Functional Implementer/Technical Consultant) - Company

- Experience with Oracle (HCM, EBS, PeopleSoft, JDE, etc..) - Fusion experience


2 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Course Objectives

This course is designed to address the following implementation challenges.

After completing this course, you should be able to:

Identify the best practices that determine a successful implementation Understand how to work in the Cloud Use Oracle Fusion Functional Setup Manager (FSM) to implement Core HR Test your setup by entering data and performing common Workforce Deployment

processes Set up common HCM components, including geographies, enterprise structures,

workforce structures, and enterprise scheduler jobs Use ESC to define job and position structures Extend and personalize the functionality Set up Oracle Fusion Profile Management Define Security for HCM Define and manage workflow, approvals and notifications Understand implementation best practices Set up workforce records Define workforce processes and events Import and export data Create reports and modify existing reports

This course will not fulfill the requirements for a specialization certification.



Course Approach

Each lesson in this course will begin with your instructor demonstrating and presenting important concepts related to implementing Workforce Deployment. The lesson may also include one or more of the following activities: Complete an activity by performing a task in FSM

Discuss key decisions Present tips and techniques Review best practices and related use cases

Questions and answers are expected throughout the course.



Oracle Fusion Implementation Resources

Fusion Cloud HCM Implementation Boot Camp Guide (this guide):

1 guide for each week, plus some supplemental information. Each guide is based on a typical implementation and uses real case studies as

the basis for the lessons and activities. The functional content is based on release 7, which may not be available to all

customers yet. Tribal knowledge has been incorporated to ensure the most complete information

available.

Fusion Cloud HCM Implementation Boot Camp Environment:

Use Firefox browser to access the environment. Environment will be available each partner for the duration of the course and for

an additional 2 weeks after. The expectation is that partners may use the environment after the completion of

the boot camp to reinforce the objectives learned.



Boot Camp Workspace

The Partner Boot Camp Workspace will be available to enrolled students for a limited amount of time prior to the start of class and for at least an addition 2 weeks after class. The workspace is divided into 3 main areas: Prior to the boot camp, the workspace will be accessible to enrolled students and will include:

Transfer of Information (TOI) Product Overviews Agenda

During the boot camp workspace will be available to enrolled students and will be used to:

Provide additional resources Access homework

Post boot camp, workspace will remain available for at least 2 weeks and will:

Provide additional resources Access homework Allow students to pose additional questions



Additional Resources

Related Resources:

Oracle Support Document 1471160.1 (Getting Started with Oracle Fusion Applications: Oracle Fusion Human Capital Management Cloud Implementations) can be found at: https://support.oracle.com/epmos/faces/DocumentDisplay?id=1471160.1 (https://support.oracle.com/epmos/faces/DocumentDisplay?id=1471160.1)

Fusion Application and Middleware guides on Oracle Fusion Applications Documentation Library (http://www.oracle.com/technetwork/documentation/fusion-apps-doc-1508435.html (http://www.oracle.com/technetwork/documentation/fusion-apps-doc-1508435.html)). Especially Oracle Fusion Workforce Deployment Implementation Guide and Oracle Fusion Applications Information Technology Management, Implement Applications Guide.

Recommended Resources:

Bookmark this page! Oracle Fusion Applications Documentation Information Center [ID 1382875.2] https://support.oracle.com/epmos/faces/DocumentDisplay?id=1382875.2 (https://support.oracle.com/epmos/faces/DocumentDisplay?id=1382875.2)

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

Knowledge Zone on Oracle Partner Network (http://www.oracle.com/partners/index.html (http://www.oracle.com/partners/index.html))

Fusion Oracle Enterprise Repository (https://fusionappsoer.oracle.com/ (https://fusionappsoer.oracle.com/))

Related Oracle University Courses: This course provides a high-level overview of functionality that is reviewed in greater detail in other Oracle University courses. Search education.oracle.com

Oracle BI Publisher 11g R1: Fundamentals Fusion Applications: Extend Applications with ADF Fusion Applications: Security Fundamentals Fusion Applications: Install and Configure Identity Management

https://support.oracle.com/epmos/faces/DocumentDisplay?id=1471160.1

http://www.oracle.com/technetwork/documentation/fusion-apps-doc-1508435.html

http://www.oracle.com/technetwork/documentation/fusion-apps-doc-1508435.html

https://support.oracle.com/epmos/faces/DocumentDisplay?id=1382875.2

http://www.oracle.com/technetwork/documentation/index.html#fusion_applications

http://www.oracle.com/technetwork/documentation/index.html#fusion_applications

http://www.oracle.com/partners/index.html

https://fusionappsoer.oracle.com/



Instructor Note: Demo Timing

Approximate Demonstration Timing: 20 minutes



Demonstration Introduction: Exploring Oracle Fusion Applications Help

Demonstration Background You can access all user assistance documentation for Oracle Fusion Applications from the application. User assistance includes:

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

The Oracle Fusion Applications Help system, which contains several browsing and search tools to assist you in finding relevant topics as well as functional and implementation 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 My Portrait page and review the contextual help. Use the Search by Help Type navigator to find Human Resources Guide. Use the Search by Functional Setup navigator and search for HCM Security to

find HCM Security Guide. Use the Guides link to go to Documentation Library.



Demonstration: Exploring Oracle Fusion Applications Help

Go to the My Portrait page and review contextual help. Then, go to Oracle Fusion Applications Help and review the broader user assistance tools available there. Sign is as curtis.feitty. Start Here Home work area, Welcome page.

1. Click the My Portrait tab.

2. Click the Help button.

Information

The application displays the topics that are linked to the current page. This type of help provides: - Brief, contextual help for a page or region

- Links to help related to that page or region, including topics and recorded demonstrations. Pointing to a link provides a brief summary of the topic. Clicking one of the links opens the topic in Oracle Fusion Applications Help.

3. Click the Person Gallery and Portrait: Explained link. Information

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

4. Point to the underlined word assignment. Information

This type of help provides a definition of the term. You can review the current topic, and if this topic doesn't answer your question, you can click the Search tab to search for more topics.

5. Click the Search tab. Information

The Oracle Fusion Applications Help displays all of the topics related to the task and page that you are on. In Oracle Fusion Applications Help, you can read more



about the setup tasks covered in this course. There are several Search by... navigator panels.

6. Expand the Help Type search panel.

7. Clear Example and Help Topic checkboxes.

8. Click the Oracle Fusion Applications Workforce Deployment, Human Resources Guide in the search results area. Information

The Human Resources pdf guide opens in a new tab. Note that all

9. Click the Reset All link.

10. In Functional Setup navigation panel, click the Guides link. Information All guides are displayed. You can also narrow your search using keywords.

11. Click in the Search field.

12. Enter HCM security.

13. Click the Search button. Information All guides that have the word HCM security in them are displayed.

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



Instructor Note: Oracle Fusion Applications Help

Optional activities within a lesson are indicated by the word (optional). If you skip these lessons they will not impact subsequent lessons. An optional lesson is available in the appendix that covers how to configure Oracle Fusion Applications Help. This lesson covers how to add UPK links, enable and disable ratings, and so on. Additional reference material is provided in the appendix as a courtesy to students, but will not be covered in class.



Oracle Fusion Human Capital Management (HCM) Overview

Review high-level introduction to Fusion HCM that was covered in the pre-requisite recordings:

HCM Overview Fusion terminology Integrations with other applications that you need to consider during

implementation. Activities in the Workforce Deployment business processes that can be

performed when the setup is complete. Any "Big Picture" key concepts that must be considered before you begin.



HCM Deployment Options

Oracle Fusion HCM

Standalone or with other Fusion families – Full HCM

Oracle Fusion HCM Foundation

Minimal HCM functions delivered with other Fusion families (for example CRM, FIN)

Provided with non HCM implementations Gives restricted access to required HCM features Delivered primarily as a set of services

Oracle Fusion Workforce Directory Management

Used for standalone HCM products (for example Talent Review, Compensation Management)

Used with Applications Unlimited Core HR (PSFT, EBS)



HCM Overview

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



HCM Business Processes

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. It includes the following products:

Global Human Resources: Oracle Fusion Global Human Resources enables organizations to maximize employee value, by aligning resources and people with business objectives and enter and maintain information related to people, employment and work structures. The process also includes localizations including setup, processing, monitoring, internal and external integration touch points, and reporting.

Global Payroll and Localizations: Oracle Fusion Global Payroll also includes full service payroll offerings for core payroll and localizations. Payroll is not covered in this boot camp.

Global Payroll Interface: Oracle Fusion Global Payroll Interface enables you to capture personal payroll information, such as earnings and deductions, along with other data from Oracle Fusion Human Capital Management, and send that information to a third-party payroll provider. Payroll Interface is not covered in this boot camp.

Workforce Predictions: Oracle Fusion Workforce Predictions uses indicators, current and historical, to predict performance and attrition, determine corrective action through "what if" scenario modeling, and provide the ability to implement that corrective action.

Workforce Lifecycle Manager: Oracle Fusion Workforce Lifecycle Manager covers all stages of a worker's association with the enterprise, from creation of the person record through termination of work relationships. It is not covered in this boot camp.

Workforce Development: The workforce development business process (not covered in this boot camp) enables you to evaluate and develop the workforce based on organizational goals and critical skill gaps. It includes the following products:

Talent Review: Oracle Fusion Talent Review automates the manual and labor intensive talent review board preparation phase and takes the talent discussion to the next level through an interactive dashboard. You can easily see how your talent ranks based on potential and performance, at both a macro and micro levels.



Performance Management: Oracle Fusion Performance Management is designed to support workers, managers, and business leaders with point-in-time evaluation of worker performance. Organizations can configure the performance process to match their business practice. An industry-leading user experience enables workers and managers to easily see where they are and move smoothly through the process.

Goal Management: Oracle Fusion Goal Management enables the setting and tracking of goals across the various levels of the organization, supporting an ongoing performance conversation throughout the year. Business leaders communicate high level initiatives and managers and workers can collaborate to set goals that align to the organization's direction. The product also supports development plans for employees to track their personal growth and career development.

Succession Management: Oracle Fusion Succession Management product provides a structured solution for creating and editing succession plans, either by job/position or by incumbent, to mitigate risk and provide succession solutions for critical jobs or people within the organization. The Succession Management product also provides a structured solution for creating and editing talent pools; organizing talent pools into common groups for assignment of goals, tracking, and management.

Compensation Management: The compensation management business process (not covered in this boot camp) enables you to strategically plan, allocate, and communicate compensation. The process also enables improved benefits support and analysis while reducing overall costs. It includes the following products:

Compensation: Oracle Fusion Compensation empowers organizations to attract, motivate and retain talent through strategically planning, allocating and communicating compensation.

Incentive Compensation: Oracle Fusion Incentive Compensation enables effectively administering sales incentive programs. It empowers organizations with a rich set of capabilities to streamline the rollout of new plan initiatives, productivity tools to reduce incentive administrative costs, and relevant business insight to drive sales performance.

Benefits: Oracle Fusion Benefits is a complete, configurable, and flexible global solution that enables organizations to manage benefit plans and participants’ benefit elections with dependent and beneficiary designation, while tracking employee and employer costs.

Total Compensation Statement: Oracle Fusion Total Compensation empowers employers to maintain and analyze a highly configurable statement that



communicates compensation, rewards, and benefits to workers. The statement can include compensation often overlooked by workers, such as fringe benefits or perks, company contributions towards health and welfare benefits, the value of stock grants, and paid time off, in addition to traditional forms of pay such as base pay and variable compensation.

HCM Common Architecture:

Fast Formula: Fast Formula enables you to review predefined formulas and create new ones to validate or calculate data for benefits, human resources, absences, or payroll.

Network at Work: Oracle Fusion Network at Work provides an industry leading collaborative framework that allows workers to build their own internal social network and connect with other domain experts and colleagues with similar interests.

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: (not covered in this boot camp) 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. Administrators display messages to portrait users in selected portraits.



HCM Foundation Overview

Oracle Fusion HCM Foundation

Minimal HCM functions delivered with other Fusion families Provided with non HCM implementations Gives restricted access to required HCM features Delivered primarily as a set of services



HCM Foundation - Features

Oracle Fusion HCM Foundation Features

Use of HCM Services Access to Public Objects Reporting / OTBI Reports Functional Set-up User Interfaces

Organization, Locations, Jobs, Job Families, Security Profiles, User Provisioning

Run Batch Loads / Spreadsheet Loader Person Contextual Action Person Search Talent Profiles User Account Management Nonworker Gallery



Workforce Directory Management - Overview

Workforce Directory Management (WDM) is a superset of HCM Foundation, plus: Hierarchy Viewer Person Gallery Person Portrait* (which includes: Contact Information, Employment, Personal and Employment, Experience and Qualifications, Account Details, Compensation) Data Exchange (HR to HR / FBL Interface) It does not include transactional processes. They are performed in the Apps Unlimited Core HR. *If Talent is installed, then also includes:

Development and Growth Career Planning Network Connections Network Activities Activities and Interests Kudos



Fusion HR & Payroll Country Extensions and Languages

Payroll available for US, UK, UAE, Saudi Arabia, Kuwait, and China.



Instructor Note: Country Extension Plans

Instructor Note: Payroll currently supported for US, UK, UAE, Saudi Arabia, Kuwait, and China. Planned HR Localizations: HR: Mexico, Switzerland Payroll: France, Ireland, Mexico, Netherlands, Singapore



Language Support

Oracle Fusion HCM supports the following languages:

Arabic Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch English Finnish French (European) French (Canadian) German Hebrew Hungarian Italian Japanese Korean Norwegian Polish Portuguese (Brazilian) Russian Spanish Swedish Turkish



Customer Adoption

As you consider your client’s needs – Do not confuse them with options. If they are looking to modernize their HCM solutions, Oracle’s HCM Cloud services are the answer.



Adoption Strategy

Adopting HCM Cloud Services and leaving the current Core HCM intact – whether it is PeopleSoft, EBS, JD Edwards can be considered a co-existence strategy. Cloud services co-existing with an on premise deployment of HCM. When we get to the import and export topics we will cover how the integration approach for delivering a co-existence solution.



Integrating HCM Cloud Services with current HCM deployments

Customers wanting to leave their current HR application in place but leverage Cloud Services to address business challenges have typically chosen to integrate Compensation or Talent Management with their on premise core HR.

Oracle Fusion HCM Integrated Features

Person Gallery Person Portrait Basic Setup UI

- Organization

- Locations

- Jobs/Job Families

- Security Profiles

- User Provisioning Person Contextual Action Talent Profile HCM Batch Load File Based Loader(FBL)



HCM Extract



Customer Adoption



Course Schedule





Logistics

Daily Schedule

9am Start Daily (unless otherwise instructed) 1pm Lunch 6pm Close Periodic short breaks

Reminders

Sign in each day Workstations / WiFi Outside Classroom Surveys! - We need your input. Please do these before you leave each day.

