19 product integrations

Partner Boot Camp – Fusion HCM Global HR Product Integrations Instructor Guide

July 25, 2013

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CONTENTS Lesson 1: Product Integrations ................................................... 1

Lesson Objectives ...................................................................................... 1 Overview................................................................................................... 2 Competency Data (PDI Ninth House) ............................................................ 4 Tax-Filing Data (ADP Transporter) ................................................................ 6 Benefits Data (BenefitsXML) ........................................................................ 7 Payroll Data (ADP Connection for PayForce)................................................... 9 Future Plans ............................................................................................ 11

Lesson 1: Product Integrations

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


Lesson Objectives After completing this lesson, you should be able to:

• Understand standard integration tools and methods • Identify some of the current product integrations


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

Overview Integrations are useful for organizations who want to keep using their existing core HR applications, but take advantage of the functionality in Oracle Fusion HCM Cloud Applications, such as its advanced talent management and workforce analytics capabilities. A few common integrations import data into Fusion Applications and export data for use by third-party providers, such as payroll suppliers and benefits carriers.

Outbound integrations support the following file types and transmission:

• CSV and other delimited TXT files • XML • Excel • SFTP • FTP • E-Mail • HTTP



The following figure illustrates some of the delivered product integrations.



Competency Data (PDI Ninth House) The integration for PDI Ninth House Performance Suite supports the import of competency data from PDI into Fusion Talent Management using a specialized spreadsheet. Customized processes load competency content item data and proficiency data into Fusion Profile Management through the Oracle ADF Desktop Integration for Excel. The integration is a basic tool to reduce the requirement for repetitive tasks associated with creating content items. The integrated spreadsheet delivers the required configuration in the form of a content type and content item for competencies as well as all required rating models and instance qualifiers and imports:

• Categories • Products • Components • Platforms • Problem Codes • Product Problem Codes



The Uploading Competencies and Content Items into Oracle Fusion Profile Management (https://support.oracle.com/epmos/main/downloadattachmentprocessor?attachid=1453118.1:PROFILEADFDI_UPLOAD&clickstream=no) white paper contains the following:

• Introduction • Oracle Fusion Profile Management • Oracle Resource Manager • Using the Delivered Configuration • Business Process Diagram • Competency Content Item Upload and Download • Oracle Resource Manager Content Item Upload and Download • Installing Desktop Integration Installer

https://support.oracle.com/epmos/main/downloadattachmentprocessor?attachid=1453118.1:PROFILEADFDI_UPLOAD&clickstream=no�

https://support.oracle.com/epmos/main/downloadattachmentprocessor?attachid=1453118.1:PROFILEADFDI_UPLOAD&clickstream=no�



Tax-Filing Data (ADP Transporter) Oracle has partnered with Automatic Data Processing (ADP) to provide customers the option of allowing ADP Transporter to handle their payroll tax-filing needs. With this integration, ADP can deposit, file federal, state and local taxes and print W-2s for customers. This integration is only available to customers implementing US Payroll within the Oracle Fusion HCM suite. The integration provides two predefined extract definitions and their corresponding Enterprise Scheduler Service (ESS) processes to support HCM Extracts of both periodic and quarterly tax filing data. These processes, available from the Manage Regulatory and Tax Reporting area under Submit a Process or Report, extract data into a transmission file that is built according to ADP specifications. The customer is responsible for transmission of the files to ADP.

When you submit the quarterly extract process, you give the process a name, enter the tax quarter and tax year. For a periodic extract process, instead of tax quarter and tax year, you enter periodic extract start and end dates. As with all processes, you can optionally choose to run the process at a specific point in time or at recurring intervals.



Benefits Data (BenefitsXML) Oracle has partnered with BenefitsXML on an integration that provides a service to transform and deliver the extract data to the specification of each individual carrier. Benefits extracts enable you create an extract file that contains enrollment information about participants in a plan, or multiple plans that are provided by a specific carrier. You generate one extract file for each carrier. If a carrier provides more than one plan, only one extract is required that contains information related to all plans provided by that carrier. For example, if ten plans are provided by four different carriers, you run four separate extracts, one for each carrier. All extracts have the same format and layout, and each extract contains only information relevant to the plans carried by a specific provider, but all have the same extract layout. To configure the plan carrier details and extract options, use the Manage Plan Carriers task in the Plan Configuration work area.

If you choose not to use BenefitsXML, this integration supports using your own resources to transform and deliver the output in the extract file directly to each plan carrier according to their specifications. The Upload Custom Layout button enables you to specify the layout for the individual carrier and accommodates additional file formats, such as CSV, XML, or fixed length. You must ensure that fields mapped in the custom layout equate to columns in the database tables. Use the Manage Plan Carriers task in the Plan Configuration work area to:

• Create separate extract configuration for each plan carrier



• Set extract options, such as file name, processing frequency, processing type or custom layout

• Set file transfer details such as transmission type, host, port, credentials, and remote folder

• Assign values for lookup mapping

Use the Manage Extracts task in the Evaluation and Reporting work area to submit an extract process for benefits data. When submitting the benefits data extract process, you set:

• Parameters, such as carrier name to process, effective date, and whether to transmit the output

• Process options, such as language, territory, time zone, currency, and time, number, and date formats

• Scheduling options to run the process at a specific point in time or at recurring intervals

• Layout and formatting preferences from BI Publisher report definitions • Notification options to notify specified users for error, warning, success, or all

conditions



Payroll Data (ADP Connection for PayForce) Oracle has partnered with Automatic Data Processing (ADP) to provide customers the option of allowing ADP Connection for PayForce to handle payroll payments. This integration is only available to customers implementing Oracle Fusion HCM in the US although it can be configured for other payroll providers.

The integration provides a predefined HCM Extract that can be modified and saved to create a corresponding extract process to extract the data required for processing payments. The extract process, available from the Payroll Checklist work area under Submit a Process or Report, then extracts data into a transmission file that is built according to the specifications and transmits the file to ADP. When you submit the US ADP extract process, you give the process a name and start and end dates. As with all processes, you can optionally choose to run the process at a specific point in time or at recurring intervals.





Future Plans Planned enhancements:

• File-based Loader -- Usability enhancements, increased object coverage • Spreadsheet Loader -- Increased object coverage • HCM Extracts -- Usability enhancements, increased object coverage • Web services



Technology

19 product integrations