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Course Code: D75489GC10 Edition: 1.0 March 2012

D76753

Course Code: D75489GC10 Edition: 1.0 March 2012 D76753 Fusion Applications: Global Human Resources Implementation

Fusion Applications: Global Human Resources Implementation

Student Guide

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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The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not warranted to be error-free.

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CONTENTS

Lesson 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

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

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

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

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

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

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

1

2

3

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

293

Quiz

294

Quiz

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

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

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

Lesson Topic: Quiz 2

382

Lesson Topic: Quiz 3

383

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

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

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

Lesson Topic: Quiz 1

447

Lesson Topic: Quiz 2

448

Lesson Topic: Quiz 3

449

Lesson Topic: Quiz 4

450

Lesson Topic: Quiz 5

451

Lesson Topic: Quiz 6

452

Lesson Topic: Quiz 7

453

Lesson Topic: Quiz 8

454

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

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

a

a

498

Creating

Workday Pattern

499

Creating

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

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

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

Instructor Note: All Quizzes and Answers

 

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

Instructor Note: All Quizzes and Answers

597

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

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

Lesson 1: Workforce Deployment Course Overview

Lesson 1: Workforce Deployment Course Overview 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

Lesson 1: Workforce Deployment Course Overview

Course Objectives

After completing this course, you should be able to:

Identify the key concepts of Workforce Deployment that determine a successful implementation

Use Oracle Fusion Functional Setup Manager (FSM) to implement Workforce Deployment

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

Set up Oracle Fusion Profile Management

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

Define approval management

Set up workforce records

Define workforce processes and events

Set up absence types and absence plans

Lesson 1: Workforce Deployment Course Overview

Course Schedule

Lesson 1: Workforce Deployment Course Overview Course Schedule Copyright 2012 – All rights reserved. 3

Lesson 1: Workforce Deployment Course Overview

Course Approach

A lesson in this course will begin with your instructor presenting important concepts related to implementing Workforce Deployment. The lesson may also include 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

Lesson 1: Workforce Deployment Course Overview

Hands-On Activities

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

in the Workforce Deployment configuration task list in FSM. Functional Setup Manager Implementation Project List

Functional Setup Manager Implementation Project List

Lesson 1: Workforce Deployment Course Overview

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 Capital Management On-Premise Implementations [ID 1395863.1]

Oracle Fusion Workforce Deployment Implementation Guide

Oracle Fusion Applications Information Technology Management, Implement Applications 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_applicatio ns)

Related Oracle University Courses:

This course provides a high-level overview of functionality that is reviewed in greater detail 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)

Lesson 1: Workforce Deployment Course Overview

Instructor Demonstration Introduction: Exploring Oracle Fusion Applications Help

Introduction: Exploring Oracle Fusion Applications Help Demonstration Background You can access all user assistance

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 Portal, 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 Manage Absence Types page and review the contextual help.

On the Manage Absence Types page, click Create to review additional types of contextual 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.

Lesson 1: Workforce Deployment Course Overview

Instructor Demonstration: Exploring Oracle Fusion Applications Help

Solution: Instructor Demonstration: Exploring Oracle Fusion Applications Help

Demonstration: Exploring Oracle Fusion Applications Help Step Action 1. Start on the Home work area,

Step

Action

1.

Start on the Home work area, Welcome tab.

 

Click the Navigator link.

2.

Click the more

>> link.

3.

Click the Setup and Maintenance link.

4.

Locate the Manage Absence Types task.

 

Click the Assigned Implementation Tasks tab.

5.

Begin by locating your implementation project.

 

Click the Project list.

6.

Click the HCM V1GA Projects list item.

7.

Click the Search button.

8.

Click in the Task field.

9.

Enter the desired information into the Task field. Enter "Manage Absence Types".

10.

Click the Search button.

11.

Click the Go to Task button.

12.

On the Manage Absence Types task page, click Create

 

Click the Create button.

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 opens the topic in Oracle Fusion Applications Help.

Click the Help button.

14.

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

Lesson 1: Workforce Deployment Course Overview

 

Click the Absence Duration Calculation: Critical Choices link.

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 Close button.

17.

This type of help provides a definition of the prompt or label for the user interface component.

 

Point to the Allows updates to absence duration link.

18.

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

19.

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

 

Click the Absence Duration Calculation: Critical Choices tab.

20.

The Oracle Fusion Applications Help Portal appears.

 

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.

21.

Click the Search tab.

22.

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

 

23.

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

 

There are several Search by

navigator panels. In this course we are most interested in

the Search by Functional Setup navigator.

Click the Show this panel link.

24.

Click the Offerings link.

25.

Click the Workforce Deployment link.

26.

Click in the Search field.

27.

You can narrow your search using keywords.

 

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

28.

Click the Search button.

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.

Lesson 1: Workforce Deployment Course Overview

 

Click the All link.

31.

Click the Guides link.

32.

Click the Workforce Deployment link.

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 Applications tab.

35.

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

 

Lesson 1: Workforce Deployment Course Overview

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 are completely open, service-enabled enterprise applications. Oracle Fusion Applications also feature best-in-class user-interface designs and workflows that optimize usability and deliver business value.

that optimize usability and deliver business value. Oracle Fusion Applications Copyright 2012 – All rights

Oracle Fusion Applications

Lesson 1: Workforce Deployment Course Overview

Oracle Fusion Applications Terminology Foundation

This section discusses the following terms and concepts within Oracle Fusion Applications:

Home Page

User interface shell

Dashboards

Worklist

Navigation

Work areas

Recent items

Oracle Fusion Applications terminology

Lesson 1: Workforce Deployment Course Overview

Home Page

All functionality revolves around the Oracle Fusion Applications Home Page:

revolves around the Oracle Fusion Applications Home Page: Oracle Fusion Applications Home Page Copyright 2012 –

Oracle Fusion Applications Home Page

Lesson 1: Workforce Deployment Course Overview

User Interface Shell

Each page can be divided up into components. The instructor will refer to these areas when navigating within a page.

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

This is an example of the main components in the Oracle Fusion interface: 14 Copyright 2012

Lesson 1: Workforce Deployment Course Overview

Dashboard

Oracle 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 are available:

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 transaction dashboard:

Lesson 1: Workforce Deployment Course Overview

Lesson 1: Workforce Deployment Course Overview 16 Copyright 2012 – All rights reserved.

Lesson 1: Workforce Deployment Course Overview

Worklist

The Worklist is a list of all currently open tasks for a given user across all Oracle Fusion Worklist servers. The tasks are

system-generated human tasks managed by BPEL / Human Tasks workflows.

human tasks managed by BPEL / Human Tasks workflows. Example of a Worklist Copyright 2012 –

Example of a Worklist

Lesson 1: Workforce Deployment Course Overview

Navigation

During an implementation, you will use the Functional Setup Manager (FSM) to access implementation 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 and Maintenance

link, then Tools, and then Setup

Within the Setup and Maintenance work area, use one of the following methods to search 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

Lesson 1: Workforce Deployment Course Overview

Work Areas

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

managing departments, jobs, and other workforce structures. Navigator menu>Workforce Structures Copyright 2012 –

Navigator menu>Workforce Structures

Lesson 1: Workforce Deployment Course Overview

Recent Items

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

usually within, but not limited to, a single session. Recent Items menu 20 Copyright 2012 –

Recent Items menu

Lesson 1: Workforce Deployment Course Overview

Oracle Fusion Applications Terminology

This topic discusses the following Oracle Fusion Applications terminology:

Data sharing

Business units

Effective dates

Lesson 1: Workforce Deployment Course Overview

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

Lesson 1: Workforce Deployment Course Overview

Business Units

Business Units:

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

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

Lesson 1: Workforce Deployment Course Overview

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

Lesson 1: Workforce Deployment Course Overview

Oracle Fusion Deployment Options

Depending on the needs of your enterprise, you can select one of several deployment options.

This figure illustrates the various deployment options:

deployment options. This figure illustrates the various deployment options: Copyright 2012 – All rights reserved. 25

Lesson 1: Workforce Deployment Course Overview

Workforce Deployment Overview

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

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

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

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

Lesson 1: Workforce Deployment Course Overview

Workforce Deployment

1: Workforce Deployment Course Overview Workforce Deployment The workforce deployment business process area enables you

The workforce deployment business process area enables you to align resources and people with business objectives, and enter and maintain information related to people, employment, and work structures. The process also includes full service payroll offerings for core payroll and localizations, 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 products within the HCM product family. These include workforce records, such as person record values, employment record values, documents, and availability. The lesson also covers information on checklists and events.

Define Absences

Lesson 1: Workforce Deployment Course Overview

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

Lesson 1: Workforce Deployment Course Overview

Oracle Fusion Human Capital Management (HCM) Overview

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

three primary business processes of managing human capital. This course focuses on the Global Human Resources

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

Lesson 1: Workforce Deployment Course Overview

Lesson 2: Getting Started with an Implementation

Lesson 2: Getting Started with an Implementation

This lesson introduces the initial activities in an Oracle Fusion Applications implementation:

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 setting up enterprise structures and implementing projects. Between preparing users and synchronizing users and roles from LDAP, your enterprise needs to configure offerings and set up task lists. Between synchronizing users and roles from LDAP and setting up enterprise structures, your enterprise needs to create initial implementation users.

structures, your enterprise needs to create initial implementation users. Copyright 2012 – All rights reserved. 31

Lesson 2: Getting Started with an Implementation

Objectives

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

Setting up implementation users - Preparing the Oracle Fusion Applications super user for user management and configuration - Preparing the IT Security Manager job 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

Lesson 2: Getting Started with an Implementation

Overview of Getting Started

In Oracle Fusion Applications, you manage users and security through Oracle Fusion Human Capital Management (HCM) user management flows, which are included in each of the offering task lists. However, the HCM task flows require that enterprise structures have been set up, and yet to add users who can set up enterprise structures you need to have set up HCM. Therefore, you need to create one or more initial implementation 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 activities are as follows:

Lesson 2: Getting Started with an Implementation

Lesson 2: Getting Started with an Implementation 1. The Oracle Identity Management System Administrator user prepares

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

2. The Oracle Identity Management System Administrator user provisions the IT Security Manager job role with roles for user and role management.

3. The Oracle Fusion Applications super user synchronizes LDAP users with HCM user management so that users can be provisioned with roles through HCM.

4. The Oracle Fusion Applications super user signs in to Oracle Fusion Applications and performs the Create Implementation Users task to create one or more IT security manager and administrator users provisioned with security administrative entitlement.

5. The newly created IT Security Manager user signs in to Oracle Fusion Applications and performs the Create Implementation Users task to create implementation project managers.

Lesson 2: Getting Started with an Implementation

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

Lesson 2: Getting Started with an Implementation

Getting Started Highlights

In this lesson, you should have learned about:

1. Preliminary tasks for creating implementation users

2. Tasks required so your enterprise can get started with an implementation

Lesson 3: Introducing Functional Setup Manager

Lesson 3: Introducing Functional Setup Manager Objectives

After completing this lesson, you should be able to:

Describe Oracle Fusion Functional Setup Manager

Browse and configure off