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Activity Guide

D75489GC20
Edition 2.0
December 2012
D79597

Oracle Internal & Oracle Academy Use Only

Fusion Applications: HCM


Global Human Resources

Authors

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

Alison Firth
Hema Hardikar

Disclaimer

Srinivas Vellikad

This document contains proprietary information and is protected by copyright and


other intellectual property laws. You may copy and print this document solely for your
own use in an Oracle training course. The document may not be modified or altered
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and Reviewers

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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.

Alanda Orozco
Amy Kust
Cindy Frakes
Juliette Fleming
Phyllis Simons

Restricted Rights Notice


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may be trademarks of their respective owners.

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Jyothi Meruva
Megan Wallace
Suzanne Kinkead

CONTENTS
Lesson 1:

Course Overview .........................................................2

Lesson 2:

Getting Started with an Implementation .....................7

Lesson 3:

Introducing Oracle Fusion Functional Setup Manager10

Lesson 4:

Define Geographies ...................................................21

Lesson 5:

Define Custom Enterprise Scheduler Jobs .................23

Lesson 6:

Define Enterprise Structures .....................................26

Lesson 7:

Define Workforce Structures .....................................44

Lesson 8:

Define Grades, Jobs, and Positions............................61

Course Approach..................................................................................... 2
Demonstration Introduction: Exploring Oracle Fusion Applications Help .......... 3
Demonstration: Exploring Oracle Fusion Applications Help ............................ 4
There are no demonstrations or activities for this lesson ................................ 8

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Demonstration: Getting Started ............................................................... 10


Demonstration: Offerings, Options, and Features ........................................ 11
Demonstration: Creating an Implementation Project ................................... 13
Demonstration: Assigning Implementation Tasks ........................................ 14
Activities Introduction: Creating an Implementation Project and Assigning Tasks16
Activity 1: Creating an Implementation Project ........................................ 17
Activity 2: Assigning Implementation Tasks ............................................. 18
There are no demonstrations or activities for this lesson .............................. 21
There are no demonstrations or activities for this lesson .............................. 24

Establishing Enterprise Structures Using Enterprise Structures Configurator .... 26


Activity Introduction: Define the Enterprise Configuration Part 1 ................. 26
Activity: Establishing Enterprise Structures............................................ 27
Activity Solution: Establishing Enterprise Structures................................ 29
Establishing Job and Position Structures Using Enterprise Structures Configurator34
Activity Introduction: Define the Enterprise Configuration Part 2 ................. 34
Activity Introduction: Defining the Job and Position Structures.................. 34
Activity: Defining the Job and Position Structures ................................... 36
Defining Enterprise HCM Information ........................................................ 39
Demonstration: Managing Enterprise HCM Information .............................. 40
Demonstration: Creating Actions and Action Reasons .................................. 44
Defining Locations ................................................................................. 46
Demonstration: Managing Locations ....................................................... 47
Activity 1 Introduction: Creating a Location ............................................. 49
Activity 1: Creating a Location ............................................................ 50
Defining HCM Organizations .................................................................... 52
Activities 2 -- 4 Introduction: Creating a Division, Department, and Business Unit
....................................................................................................... 53
Activity 2: Creating a Division ............................................................. 54
Activity 3: Creating a Department........................................................ 56
Activity 4: Creating a Business Unit...................................................... 58
Defining Grades ....................................................................................
Activity 1 Introduction: Creating a Grade ................................................
Activity 1: Creating a Grade................................................................
Defining Grade Rates .............................................................................
Activity 2 Introduction: Creating a Grade Rate .........................................
Activity 2: Creating a Grade Rate.........................................................
Defining Grade Ladders ..........................................................................
Activity 3 Introduction: Creating a Grade Ladder ......................................

61
62
63
66
67
68
70
71

Activity 3: Creating a Grade Ladder .....................................................


Defining Jobs and Job Families ................................................................
Activity 4 Introduction: Creating a Job ....................................................
Activity 4: Creating a Job ...................................................................
Defining Positions ..................................................................................
Activity 5 Introduction: Creating a Position ..............................................
Activity 5: Creating a Position .............................................................
Defining Flexfields .................................................................................
Demonstration: Creating a Descriptive Flexfield........................................
Activity 6 Introduction: Testing the Workforce Structures Setup ....................
Demonstration: Changing Profile Option Settings ......................................
Activity 6: Hiring an Employee to Test the Setup ......................................

Manage Workforce Lifecycle......................................97

Manage Employment Information............................................................. 97


Activity 1 Introduction: Hiring an Employee ............................................. 97
Activity 1: Hiring an Employee ............................................................ 98
Activity 2 Introduction: Creating a Work Relationship ............................... 101
Activity 2: Creating a Work Relationship .............................................. 102
Activity 3 Introduction: Managing Employment ....................................... 104
Activity 3: Managing Employment ....................................................... 105
Employment Processes .......................................................................... 107
Demonstration: Transferring a Worker ................................................... 108
Demonstration: Promoting a Worker ..................................................... 111
Demonstration: Terminating a Work Relationship .................................... 113
Activity 4 Introduction: Terminating a Work Relationship .......................... 116
Activity 4: Terminating a Work Relationship.......................................... 117

Lesson 10:

Maintain Worker Directories...................................120

Lesson 11:

Define Workforce Profiles.......................................129

Lesson 12:

Define Security for HCM .........................................157

Lesson 13:

Define Data Security for HCM .................................159

Person Gallery and Portrait .................................................................... 120


Demonstration: Person Search ............................................................. 120
Activity 1 Introduction: Line Manager Self-Service ................................... 122
Activity 1: Line Manager Self-Service .................................................. 123
Activity 2 Introduction: Worker Self-Service ........................................... 125
Activity 2: Worker Self-Service ........................................................... 126

Set Up Talent Profile Content ................................................................. 129


Demonstration: Content Types ............................................................. 130
Demonstration: Content Items ............................................................. 132
Demonstration: Educational Establishments............................................ 133
Demonstration: Rating Models.............................................................. 134
Set Up Talent Profiles............................................................................ 135
Demonstration: Profile Types ............................................................... 136
Demonstration: Instance Qualifier Set ................................................... 138
Demonstration: Where Instance Qualifier Sets Are Used ........................... 140
Activity 1 Introduction: Creating a New Content Type and Items .................. 142
Activity 1: Creating a New Content Type ................................................ 144
Activity 2 Introduction: Creating Content Items ......................................... 146
Activity 2: Creating Content Items ........................................................ 147
Activity 3 Introduction: Adding a New Content Type to the Person Profile Type149
Activity 3: Adding a New Content Type to the Person Profile Type .............. 150
Activity 4 Introduction: Adding the New Content Section to a Profile ............. 153
Activity 4: Adding the New Content Section to a Profile............................. 154
There are no demonstrations or activities for this lesson ............................. 157

Manage Organization and Position Security Profiles .................................... 159

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Lesson 9:

72
75
76
77
79
80
81
83
84
89
91
93

Lesson 14:

Define Approval Management for HCM ...................179

Lesson 15:

Define Workforce Records ......................................181

Lesson 16:

Define Checklists and Workforce Predictions .........204

Lesson 17:

Appendix ................................................................210

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Activity 1 Introduction: Creating an Organization Security Profile ............... 159


Activity 1: Creating an Organization Security Profile............................... 160
Manage Person and Public Person Security Profiles ..................................... 162
Activity 2 Introduction: Creating a Person Security Profile ......................... 162
Activity 2: Creating a Person Security Profile ........................................ 163
Manage HCM Data Roles ........................................................................ 165
Activity 3 Introduction: Creating an HCM Data Role ................................. 165
Activity 3: Creating an HCM Data Role ................................................. 166
Manage Role Mappings .......................................................................... 169
Activity 4 Introduction: Role Mapping to Autoprovision Roles ..................... 169
Activity 4: Role Mapping to Autoprovision Roles .................................... 170
Activity 5 Introduction: Role Mapping to Provision Roles to Other Users ....... 172
Activity 5: Role Mapping to Provision Roles to Other Users ...................... 173
Activity 6 Introduction: Role Mapping for Self-Requestable Roles................ 175
Activity 6: Role Mapping for Self-Requestable Roles ............................... 176
There are no demonstrations or activities for this lesson ............................. 179

Defining Availability .............................................................................. 181


Demonstration: Managing Calendar Events ............................................. 181
Demonstration: Managing Work Schedules ............................................. 183
Activity 1 Introduction: Creating a Work Schedule and Adding an Exception . 185
Activity 1: Creating and Assigning a Work Schedule ............................... 186
Activity 2 Introduction: Adding an Exception to a Work Schedule ............... 192
Activity 2: Adding an Exception to a Work Schedule ............................... 193
Defining Person Record Values ............................................................... 195
Demonstration: Creating User Person Types ........................................... 196
Demonstration: Creating Person Name Formats ...................................... 198
Defining Employment Record Values........................................................ 200
Demonstration: Creating an Assignment Status....................................... 200
Defining Documents ............................................................................. 201
Demonstration: Creating a Document Type ............................................ 201
Defining Checklists ............................................................................... 204
Activity 1 Introduction: Creating a Checklist Template .............................. 204
Activity 1: Creating a Checklist Template ............................................. 206
Define Help Configuration ...................................................................... 211
Set Help Options ................................................................................ 212
Demonstration: Set Help Options........................................................ 213

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Lesson 1: Course Overview

Oracle Internal & Oracle Academy Use Only

Fusion Applications: HCM Global Human Resources

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

Lesson 1: Course Overview

Lesson 1: Course Overview


Course Approach

Complete an activity by performing a task in FSM


Discuss key decisions and best practices
Complete quiz or knowledge assessment task

In this course the instructor:

Presents introductory concepts


Provides assistance when performing implementation tasks
Provides review sessions as needed

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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:

Lesson 1: Course Overview

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.

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Demonstration Introduction: Exploring Oracle Fusion


Applications Help

Lesson 1: Course Overview

Demonstration: Exploring Oracle Fusion Applications


Help

Go to the Create Absence Types page and review contextual help. Then, go to Oracle
Fusion Applications Help and review the broader user assistance tools available there.
Start Here

1. In the global area Navigator menu, click the more... >> link.
2. Click the Setup and Maintenance link.
3. Click the Assigned Implementation Tasks tab.
4. Click the Project list and select <your assigned implementation project>.
5. Click the Search button.
6. Click in the Task field and enter Manage Absence Types.
7. Click the Search button.
8. Click the Go to Task button.
9. On the Manage Absence Types task page, click the Create button.
10. 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 nonembedded help related to that page or region.
Pointing to a link provides a brief summary of the topic.
Clicking one of the links opens the topic in Oracle Fusion Applications Help.
11. Click the Absence Duration Calculation: Critical Choices link.
Information: The Oracle Fusion Applications Help Portal opens, with the topic
that you selected.
12. Close the browser tab to return to the Oracle Fusion Application tab.
13. Click the Close button.
14. Point to the help icon beside the Allows updates to absence duration option.
Information: This type of help provides a definition of the prompt or label for the
user interface component.
15. Return to the Help Portal to explore more search options for help topics.

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Home work area, Welcome page.

Lesson 1: Course Overview

16. Click the Absence Duration Calculation: Critical Choices tab.


The Oracle Fusion Applications Help Portal appears.
Information: 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.
17. Click the Search tab.
Information: The Oracle Fusion Applications Help Portal displays all of the topics
related to the Define Absences group of tasks.

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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.
18. Click the Show this panel link.
19. Click the Offerings link.
20. Click the Workforce Deployment link.
21. Click in the Search field.
Information: You can narrow your search using keywords.
22. Enter absences.
23. Click the Search button.
All topics that have the word absences in them are displayed.
Information: You can also find guides in the Oracle Fusion Applications Help
Portal.
24. Click the All link.
25. Click the Guides link.
26. Click the Workforce Deployment link.
All guides for the Workforce Deployment offering are displayed.
Information: You can return to the application page by selecting the tab for the
page.
27. Click the Overview - Setup and Maintenance - Oracle Applications tab.
Contextual page-level and Oracle Fusion Applications Help user assistance supports
your learning, and is never more than a few clicks away!

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Lesson 1: Course Overview

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Lesson 2: Getting Started with an Implementation

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Lesson 2: Getting Started with an Implementation

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

Lesson 2: Getting Started with an Implementation

Oracle Internal & Oracle Academy Use Only

There are no demonstrations or activities for this


lesson

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

Oracle Internal & Oracle Academy Use Only

Lesson 2: Getting Started with an Implementation

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

Lesson 3: Introducing Oracle Fusion Functional Setup Manager

Lesson 3: Introducing Oracle Fusion Functional Setup


Manager
Demonstration: Getting Started
Demonstration Scope

Go to the Getting Started page and discuss the implementation process.

Start Here
Home work area, Welcome tab
1. In the global area Administration menu, click Setup and Maintenance....
Location: Setup and Maintenance work area
2. In the Tasks pane, click Getting Started.
Location: Getting Started with Oracle Fusion Applications page
Information
Discuss the key implementation process concepts, which appear in your guide
following the demonstration steps.

10

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Demonstration Steps

Lesson 3: Introducing Oracle Fusion Functional Setup Manager

Demonstration: Offerings, Options, and Features


Demonstration Scope

Go to the Offering: Workforce Deployment page, open the Associated Features


PDF report and discuss:
Offerings
Options
Features

Demonstration Steps
Start Here
Setup and Maintenance work area, Getting Started with Oracle Fusion
Applications page.
1. In the Offerings region, point to any offering to view a description of the offering.
2. In the Offerings region, click Workforce Deployment.
Location: Setup and Maintenance work area, Offering: Workforce
Deployment page
3. Click Setup and Maintenance.
Location: Setup and Maintenance work area
Information
Discuss the key standard reports and documents concepts.
Open one or more reports as you go, based on class interest.
4. Open the Associated Features report.
Information
Use the report to discuss these key concepts, which appear in your guide
following the demonstration steps:
- Offering
- Options
- Features
5. Close the PDF.
6. In the Tasks pane, click Configure Offerings.
Location: Configure Offerings page
Information

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Lesson 3: Introducing Oracle Fusion Functional Setup Manager

Expand any offering to view the associated options. If an offering does not have
optional modules, a folder icon is not displayed next to it, such as Coexistence
for HCM.
In the Description column, access offering and option descriptions by clicking on
the corresponding icon.

The Implementation Status column indicates the state of the offering's


implementation. Not Started is the default. You can change the status if the
offering was enabled for implementation.
Example: The Workforce Deployment implementation is Implemented.
7. In the Workforce Deployment row, click View or Select Feature Choices.
Location: Select Feature Choices page
Information
Discuss the key feature choices concepts.
8. Click Cancel.

12

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Use the Enable for Implementation option to specify which offerings and
options to include in your implementation.

Lesson 3: Introducing Oracle Fusion Functional Setup Manager

Demonstration: Creating an Implementation Project


Demonstration Scope

Go to the Manage Implementation Project page and create your implementation


project.
Remember: You must have the Application Implementation Manager or Application
Implementation Consultant role to create an implementation project.

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Demonstration Steps
Start Here
Setup and Maintenance work area
1. In the Tasks pane, click Manage Implementation Projects.
Location: Manage Implementation Projects page
2. In the Search Results region, click the Create icon.
Location: Create Implementation Project: Enter Basic Information page
3. In the Name field, enter XX Workforce Deployment.
4. Press Tab.
Note that the project is automatically assigned to Your UserID.
5. Click Next.
Location: Create Implementation Project: Select Offerings to Implement
page
6. In the Workforce Deployment row, select Include.
7. Expand the icon next to Workforce Deployment.
8. Include the Absence Management and Human Resources Business
Intelligence Analytics offerings.
9. Click Save and Open Project.
Location: Implementation Project: XX Workforce Deployment page
10. Expand Workforce Deployment.
Information
Discuss the key concepts for understanding implementation projects.

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13

Lesson 3: Introducing Oracle Fusion Functional Setup Manager

Demonstration: Assigning Implementation Tasks


Demonstration Scope

For the tasks in this implementation project to appear in your Assigned


Implementation Tasks tab, you assign the tasks to yourself. Then, go to the Overview
page and discuss the key concepts for accessing implementation projects and tasks.

Start Here
Setup and Maintenance work area, Implementation Project: XX Workforce
Deployment page
1. In the Task Lists and Tasks region, select Workforce Deployment.
2. Click Assign Tasks.
Location: Assign Tasks dialog box
3. Click Select and Add.
4.
5.
6.
7.
8.

Location: Select and Add: Users dialog box


In the User ID field, enter Your.UserID.
Click Search.
Click the Your.UserID row header.
Click Apply.
Click Done.

Location: Assign Tasks dialog box


9. Click Save and Close.
Location: Implementation Project: XX Workforce Deployment page
10. Click Done.
Location: Setup and Maintenance work area, Overview page
Information
Discuss the key concepts for accessing implementation projects and tasks while
you navigate through the relevant tabs.
11. Click Assigned Implementation Tasks tab.
12. In the Task List column, click Sort Ascending.
13. Click the All Tasks tab.
14. Click the Implementation Projects tab.

14

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Demonstration Steps

Lesson 3: Introducing Oracle Fusion Functional Setup Manager

15. Click XX Workforce Deployment.

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Information
The Implementation Project: XX Workforce Deployment page is the main
page from which we will work through the tasks in this course, as our course
closely follows this flow, with some variation.

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15

Lesson 3: Introducing Oracle Fusion Functional Setup Manager

Activities Introduction: Creating an Implementation


Project and Assigning Tasks

Background
You are a member of the Workforce Deployment implementation team for InFusion
Corporation and were tasked with creating the implementation project and assigning
implementation tasks.

Use the bold text for the object names, replacing:


- XX with your initials or terminal number, as indicated by your instructor
- Your.UserID with the user ID provided by your instructor
You must have access to Oracle Fusion Application InFusion database or
comparable training or test instance at your site, on which to complete this
practice.

Activity Scope
Create your project, using the default features and assign all of your implementation
project tasks to yourself.
Note: This is not how you would handle a real implementation (assigning all of the
tasks to yourself), but it is important for the activities that you perform throughout this
course.

16

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Requirements

Lesson 3: Introducing Oracle Fusion Functional Setup Manager

Activity 1: Creating an Implementation Project


In this activity, you create your Workforce Deployment implementation task.
Remember: You must have the Application Implementation Manager or Application
Implementation Consultant role to create an implementation project.
Start Here
Home work area, Welcome tab (default view after sign in)

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1. In the global area Administration menu, click Setup and Maintenance....


Location: Setup and Maintenance work area, Overview page, All Tasks tab
2. In the Tasks pane, click Manage Implementation Projects.
Location: Manage Implementation Projects page
3. In the Search Results region, click the Create graphic.
4.
5.
6.
7.

Location: Create Implementation Project: Enter Basic Information page


In the Name field, enter XX Workforce Deployment.
Press Tab.
Confirm that the project is automatically assigned to Your.UserID.
Click Next.

Location: Create Implementation Project: Select Offerings to Implement


page
8. In the Workforce Deployment row, select Include.
9. Click Save and Open Project.
Location: Implementation Project: XX Workforce Deployment page
10. Expand Workforce Deployment.
11. Expand Define Common Applications Configuration for Human Capital
Management.
At this point, you should have created and saved the XX Workforce Deployment
project, which was automatically assigned to Your.UserID.

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17

Lesson 3: Introducing Oracle Fusion Functional Setup Manager

Activity 2: Assigning Implementation Tasks


In this activity, you assign to yourself the tasks for your implementation project.
Start Here

1. Select Workforce Deployment .


2. Click Assign Tasks.
Location: Assign Tasks dialog box
3. Click the Select and Add graphic.
4.
5.
6.
7.
8.

Location: Select and Add: Users dialog box


In the User ID field, enter Your.UserID.
Press Enter.
Select Your.UserID.
Click Apply.
Click Done.

Location: Assign Tasks dialog box


9. Click Save and Close.
Location: Implementation Project: XX Workforce Deployment page
10. Click Done.
Location: Manage Implementation Projects page
11. Click Done.
Location: Setup and Maintenance work area, Overview page
12. Click the Assigned Implementation Tasks tab.
Location: Assigned Implementation Tasks tab
13. In the Task List column, click Sort Ascending.
14. Click the All Tasks tab.
Location: All Tasks tab
15. Click the Implementation Projects tab.
Location: Implementation Project tab
16. Click XX Workforce Deployment.

18

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Implementation Project: XX Workforce Deployment page

Lesson 3: Introducing Oracle Fusion Functional Setup Manager

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At this point, you should have assigned to yourself all of the implementation tasks for
your project.

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Lesson 3: Introducing Oracle Fusion Functional Setup Manager

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Lesson 4: Define Geographies

Lesson 4: Define Geographies

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There are no demonstrations or activities for this


lesson

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Lesson 4: Define Geographies

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Lesson 5: Define Custom Enterprise Scheduler Jobs

Lesson 5: Define Custom Enterprise Scheduler Jobs

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This section describes the tasks under the task list Define Extensions for
Workforce Deployment > Define Custom Enterprise Scheduler Jobs for Workforce
Deployment.

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23

Lesson 5: Define Custom Enterprise Scheduler Jobs

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There are no demonstrations or activities for this


lesson

24

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Lesson 5: Define Custom Enterprise Scheduler Jobs

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25

Lesson 6: Define Enterprise Structures

Lesson 6: Define Enterprise Structures


Establishing Enterprise Structures Using Enterprise
Structures Configurator
Activity Introduction: Define the Enterprise
Configuration Part 1

Use this activity to demonstrate an understanding of ESC by completing the


establishing enterprise structures task.
The InFusion Corporation is based in the United States and has two divisions: InFusion
Lighting and InFusion Security. It is an international company with business operations
in United Kingdom, United States, Japan and India.
Activity Scope
1. Define the enterprise and divisions.
2. Define the legal entities and business units.
3. Review and assign the reference data sets.
4. Review the enterprise configuration.

26

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Background

Lesson 6: Define Enterprise Structures

Activity: Establishing Enterprise Structures


Background

The InFusion Corporation is based in the United States and has two divisions: InFusion
Lighting and InFusion Security. It is an international company with business operations
in United States and United Kingdom.
Activity Scope
1. Define the enterprise and divisions using the following information:

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Use this activity to define the enterprise structures and their associated locations using
the Establishing Enterprise Structures task in the Enterprise Structures guided flow.

Lesson 6: Define Enterprise Structures

3. Review and assign the reference data sets.


4. Save the enterprise configuration.
5. Review the enterprise configuration.

28

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2. Define the legal entities and business units using the following information:

Lesson 6: Define Enterprise Structures

Activity Solution: Establishing Enterprise Structures


Start Here
Setup and Maintenance work area, Implementation Project: XX Workforce
Deployment page

1. In the Establish Enterprise Structures row, click Go to Task.


2. On the Manage Enterprise Configuration page, click Create.
3. On the Create Enterprise Configuration dialox box, in the * Name field, enter
xx Enterprise Configuration.
4. Click the OK button.
5. On the Manage Enterprise Configuration page, in the xx Enterprise
Configuration row, click Go to Task.
Information
Use the Establish Enterprise Structures: Manage Enterprise page to enter
basic information such as the primary industry and the location of your
headquarters.
In the Enterprise Information section, in the * Short Name field, enter xx Corp.
In the * Primary Industry field, select Finance and Insurance.
In the Headquarters Country field, select United States.
In the Legal Information section, in the * Legal Name field, enter xx InFusion
Corporation LE.
10. In the * Legal Entity Identifier field, enter US0001.
11. In the * Legal Entity Registration Number field, enter US0002.
12. In the * Legal Reporting Unit Registration Number field, enter US0003.
13. In the Legal Address field, select Create.
14. On the Create Location dialog box, in the Name field, enter xx Location US
HQ.
15. In the Address Line 1 field, enter Redwood Shores.
16. Click the OK button.
17. On the Establish Enterprise Structures: Manage Enterprise page, in the
Enterprise Configuration Requirements section, select Yes. I have other
legal entities to set up.
18. Click the Next button.
6.
7.
8.
9.

Note: InFusion Corporation is an international company with business


operations in United States and United Kingdom. You must define legal entities
for the countries in which InFusion Corporation operates.
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These task lists are expanded: Workforce Deployment - Define Common


Applications Configuration for Human Capital Management - Define Enterprise
Structures for Human Capital Management - Define Initial Configuration.

Lesson 6: Define Enterprise Structures

Information
Use the Manage Divisions task to create the two divisions in the InFusion
Corporation: InFusion Lighting and InFusion Security.

19. On the Establish Enterprise Structures: Manage Divisions page, click the
Add Row graphic.
20. In the Name field, enter xx InFusion Lighting.
21. In the Country field, select United States.
22. In the Location field, select xx Location US HQ.
23. Click the Add Row graphic.
24. In the Name field,enter xx InFusion Security.
25. In the Country field,select United Kingdom.
26. In the Location field, select Create to define the UK location for the xx InFusion
Security division.
27. On the Create Location dialog box, in the * Name field, enter xx Location UK
HQ.
28. In the * Address Line 1 field, enter Oracle Parkway.
29. In the * City or Town field, enter Reading.
30. Click the OK button.
31. On the Establish Enterprise Structures: Manage Divisions page, in the
Location field, select xx Location UK HQ.
32. Click the Save button.
33. On the Confirmation dialog box, click OK.
34. Click the Next button.
Information
Use the Manage Legal Entities task to create the legal entities for the InFusion
Lighting and InFusion Security divisions.
35. On the Establish Enterprise Structures: Manage Legal Entities page, click
the Add Row graphic.
36. In the Country field, select United States.
37. In the Name field, enter xx InFusion Lighting US LE.
38. In the Division field, select xx InFusion Lighting.
39. In the Legal Entity Identifier field, enter US0004.
40. In the Legal Entity Registration Number field, enter US0005.
41. In the Legal Reporting Unit Registration Number field, enter US0006.
42. In the Legal Address field, select xx Location US HQ.
43. Click the Add Row graphic.
44. Follow steps 1 to 10 using the following data, to create the legal entity for
InFusion Security, UK:
Country: United Kingdom
30

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Note: Each division operates in more than one country and delivers different
products and services.

Lesson 6: Define Enterprise Structures

Name: xx InFusion Security UK LE


Division: xx InFusion Security
Legal Entity Identifier: UK0001
Legal Entity Registration Number: UK0002
Legal Reporting Unit Registration Number: UK0003
Legal Address: xx Location UK HQ

Note:You select to automatically generate business units at the legal entity


level because InFusion Corporation requires business units at the country level
to represent the countries in which they operate.
49. Click the Next button.
Information
The ESC has created a business unit for each legal entity in xx InFusion
Corporation. You can use the Manage Business Units page to review the
business units, and define a location for each business unit.
50. On the Establish Enterprise Structures: Manage Business Units page, click
the Next button.
Information
The ESC has automatically created a reference data set for each business unit.
51. On the Establish Enterprise Structures: Reference Data Sets page, click the
Next button.
Information
Use the Manage Business Unit Set Assignment page to define the default
reference data set for each business unit.
Note: The reference data set provides the business unit with information,
which is used at the transaction level.
52. For the xx InFusion Lighting US LE BU, in the Default Reference Data Set field,
select xx InFusion Lighting US LE SET .
53. For the xx InFusion Security UK LE BU, in the Default Reference Data Set field,
select xx InFusion Security UK LE SET .

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31

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45. Click the Save button.


46. On the Confirmation dialog box, click the OK button.
47. Click the Next button.
48. On the Establish Enterprise Structures: Create Business Units page, click
Select All.

Lesson 6: Define Enterprise Structures

54. For the xx InFusion Corporation LE BU, in the Default Reference Data Set field,
select Common Set .
55. Click the Next button.

56. For xx Location UK HQ, in the Reference Data Set field, select xx InFusion
Security UK LE SET.
57. For xx Location US HQ, in the Reference Data Set field, select xx InFusion
Lighting US LE SET.
58. Click the Save button.
59. On the Confirmation dialog box, click the OK button.
60. Click the Next button.
Information
Use the Review Results page to review the enterprise configuration.
Note: The Management Reporting Structure tab enables you to view the
organization structures in a hierarchy.
61. Click the Management Reporting Structure tab.
62. Review the organization structures that you have created.
63. Click the Submit button.
Information
Use the Review Enterprise Configuration task to view a detailed technical
summary report.
64. In the Setup and Maintenance work area, click the Implementation Projects
tab.
65. Click XX Workforce Deployment.
66. Select Workforce Deployment - Define Common Applications Configuration
for Human Capital Management - Define Enterprise Structures for Human
Capital Management - Define Initial Configuration.
67. In the Review Enterprise Configuration row, click Go to Task.
68. On the Manage Enterprise Configuration page, in the xx Enterprise
Configuration row, click Go to Task.
69. On the Review Enterprise Configuration page, in the Interview Results tab,
review all the high-level organization structures.
70. Click the Download Technical Summary Report tab for a detailed view of the
enterprise configuration.
71. Click the Done button.
Information
After you complete the task, navigate back to the task list within your

32

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Oracle Internal & Oracle Academy Use Only

Information
Use the Manage Location Reference Set page to assign reference data sets to
your locations.

Lesson 6: Define Enterprise Structures

72. In the Setup and Maintenance work area, click the Implementation Projects
tab.
73. Click XX Workforce Deployment.
74. Select Workforce Deployment - Define Common Applications Configuration
for Human Capital Management - Define Enterprise Structures for Human
Capital Management - Define Initial Configuration.
75. In the Establish Enterprise Structures row, click the Status graphic.
76. On the Edit Status dialog box, in the Status field, select Completed.
77. Click the Save and Close button.
78. On the Implementation Project: XX Workforce Deployment page, click the
Done button.
At this point you should have...
Successfully defined and reviewed the high-level organization structures.

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33

Oracle Internal & Oracle Academy Use Only

implementation project to mark the task as complete.

Lesson 6: Define Enterprise Structures

Establishing Job and Position Structures Using


Enterprise Structures Configurator
Activity Introduction: Define the Enterprise
Configuration Part 2

Background
The students will demonstrate their understanding of ESC by completing the
Establishing Job and Position Structures task in the Enterprise Structures guided flow.
The recommended approach for InFusion Corporation is to use jobs. Define additional
job structures to capture information at the enterprise level.

Requirements

Use the bold text for the object names, replacing the XX with your student
number, as indicated by your instructor

You must have access to Oracle Fusion Application InFusion database or


comparable training or test instance at your site, on which to complete this
practice.

Activity Scope
1. Search for the Define Initial Configuration task list and select the Establish Job and
Position Structures task.
2. Select the XX Enterprise Configuration and Go to Task.
3. Accept the recommendation and define additional structures for the job descriptive
flexfield at the enterprise level:

34

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Activity Introduction: Defining the Job and Position


Structures

Lesson 6: Define Enterprise Structures

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4. Save the configuration and select Next to review the additional structures.

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35

Lesson 6: Define Enterprise Structures

Activity: Defining the Job and Position Structures


In this activity, you use ESC to define job structures.
Start Here
Setup and Maintenance work area, Implementation Project: XX Global HR page

1. In the Establish Job and Position Structures row, click Go to Task.


Location: Manage Enterprise Configuration page
2. In your XX Enterprise Configuration row, click Go to Task.
Location: Establish Job and Position Structures: Determine Position Usage
page
3. In the Recommended Approach section, select I want to use this option.
4. Click Next.
Location: Establish Job and Position Structures: Define Enterprise Level
Attributes page
Information
Use the Define Enterprise Level Attributes page to define attributes that apply to
all jobs in the enterprise. You can set up additional details about the job, such as
the nature of the work that is performed, or the relative skill level required for the
job.
5. On the Enterprise Level Job Attributes section toolbar, click the Add Row icon
button.
6. In the Sequence field, enter 1.
7. In the Attribute Name field, enter Type.
8. In the Type field, select Text.
9. On the Enterprise Level Job Attributes section toolbar, click the Add Row icon
button.

36

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Oracle Internal & Oracle Academy Use Only

These task lists are expanded: Workforce Deployment - Define Common


Applications Configuration for Human Capital Management - Define Enterprise
Structures for Human Capital Management - Define Initial Configuration.

Lesson 6: Define Enterprise Structures

10. In the Sequence field, enter 2.


11. In the Attribute Name field, enter Number.
12. In the Type field, select Number.
13. Click Next.

Information
Use the Define Contextual Attributes page to define additional job and position
structures.
You can define additional job structures for every reference data set defined in
ESC.
For positions, you can define additional position structures for every business
unit defined in ESC. Any attributes that you set up at reference data set and
business unit levels appear alongside any enterprise-level attributes.
14. Click Next.
Location: Establish Job and Position Structures: Review Definitions page
15. Click Submit.
Location: Overview page
16. Click the Implementation Projects tab.
17. Click XX Workforce Deployment.
Location: Implementation Project: XX Workforce Deployment page
18. Expand these tasks lists: Workforce Deployment - Define Common
Applications Configuration for Human Capital Management - Define
Enterprise Structures for Human Capital Management - Define Initial
Configuration.
19. In the Establish Job and Position Structure task row, click the Status icon
button.
Location: Edit Status dialog box
20. In the Status field, select Completed.

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Location: Establish Job and Position Structures: Define Contextual


Attributes page

Lesson 6: Define Enterprise Structures

21. Click Save and Close.


Location: Implementation Project: XX Workforce Deployment page

Oracle Internal & Oracle Academy Use Only

In this activity, you learned how to define job structures in ESC.

38

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Lesson 6: Define Enterprise Structures

Defining Enterprise HCM Information


This section describes:

Work day information

Person number generation


Worker number generation
Assignment number generation
Person-name languages

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39

Lesson 6: Define Enterprise Structures

Demonstration: Managing Enterprise HCM Information


Demonstration Background

As an implementation consultant, you manage the HCM Information for your enterprise.
Demonstration Scope

Defining the workday information

Setting the global language for person names

Setting the worker number generation method

Setting the employment model

Setting the person number generation method

Demonstration Steps
Start Here
Setup and Maintenance work area
1. In the Search: Tasks pane Name field, enter Manage Enterprise HCM
Information.
2. Click the Search icon button.
3. In the Manage Enterprise HCM Information task row, click Go to Task.
Location: Manage Enterprise HCM Information page
Information
Use the Manage Enterprise HCM Information page to locate the enterprise.
4. In the Search section Name field, enter InFusion Corporation.
5. Click Search.
6. In the Search Results section, select InFusion Corporation.

40

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Oracle Internal & Oracle Academy Use Only

Go to the Manage Enterprise HCM Information work area and discuss the following key
concepts:

Lesson 6: Define Enterprise Structures

7. In the Edit menu, select Correct.


Location: Edit Enterprise: InFusion Corporation page
Information
Use the Edit Enterprise: InFusion Corporation page to edit HCM- related
information for the enterprise.

Note: You can also enter work day information at the legal employer,
department, and position level.
9. Use the Global Person Name Language field to select the language in which
person names appear.
Information
Global names are in a format and language that can be understood throughout a
multinational enterprise.
10. Use the Worker Number Generation field to specify whether the application
generates a number for each worker.
Note: By default, worker numbers are not used. If you enable worker
numbers for the enterprise, then each employee and contingent worker work
relationship in the enterprise must have a worker number. The decision that you
make for the enterprise cannot be overridden at the legal employer level.
11. Select the employment model for the enterprise.
12. Specify whether to let users override employment terms at the assignment level.
13. Specify the person number generation method for the enterprise.
14. Click Submit.
Location: Warning dialog box
15. Click Yes.
Location: Confirmation dialog box
16. Click OK.
Location: Manage Enterprise HCM Information page

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8. Use the work day information to define the standard working hours for each
worker assignment in the enterprise.

Lesson 6: Define Enterprise Structures

Oracle Internal & Oracle Academy Use Only

You have demonstrated how to manage enterprise HCM information.

42

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Oracle Internal & Oracle Academy Use Only

Lesson 6: Define Enterprise Structures

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43

Lesson 7: Define Workforce Structures

Lesson 7: Define Workforce Structures


Demonstration: Creating Actions and Action Reasons
Demonstration Background

Your organization requires a new action for hiring part-time employees.


Demonstration Scope

Demonstration Steps
Start Here
Home work area Welcome page
1. In the global area Administration menu, select Setup and Maintenance....
2. In the Search: Tasks pane Name field, enter Manage Actions.
3. Click the Search icon button.
4. In the Manage Actions task row, click Go to Task.
Location: Manage Actions page
5. In the Action section, scroll down.
Information
There is an existing Hire action, which is associated with the Hire an Employee
action type.
6. On the toolbar, click Add.
7. In the Action Code field, enter HIRE_PARTTIME.
8. In the Action Name field, enter Hire Part-Time Employee.
9. In the Action Type field, select Hire an Employee.
Information
This selection associates your new action with the hire business flow. This also
causes your action to appear in the actions list on the Hire an Employee page.

44

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Create an action Hire part-time employees and associate it with the Hire an Employee
action type.

Lesson 7: Define Workforce Structures

10. On the Hire Part-Time Employee: Action Reasons section toolbar, click Add.
Location: Warning dialog box
11. Click Yes.
Location: Create Hire Part-Time Employee: Action Reasons dialog box
12. In the Action Reason Code field, enter HIRE_PARTTIME_REASON.
13. In the Action Reason field, enter Hire part-time employees.

Oracle Internal & Oracle Academy Use Only

14. Click OK.


Location: Manage Actions page
15. Click Save.
Location: Warning dialog box
16. Click OK.
Location: Confirmation dialog box
17. Click OK.
Location: Manage Actions page
18. Click Done.
Location: Setup and Maintenance work area

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

45

Lesson 7: Define Workforce Structures

Defining Locations
This section describes:

Creating locations
Associating locations to locations sets

Oracle Internal & Oracle Academy Use Only

46

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

Lesson 7: Define Workforce Structures

Demonstration: Managing Locations


Demonstration Background

As a Human Resources (HR) specialist, you manage all locations.


Demonstration Scope

Demonstration Steps
Start Here
Setup and Maintenance work area
1. In the Search: Tasks pane Name field, enter Manage Locations.
2. Click the Search icon button.
3. In the Manage Locations task row, click Go to Task.
Location: Manage Locations page
Information
Use the Manage Locations page to review and modify existing locations, and
create new ones.
Let us search for locations in the US Location Set. As you learned earlier in this
lesson, only those users who have access to the set's business unit can access
the location set and other associated workforce structure sets.
4. In the Search section Location Set field, enter US Location Set.
5. In the City field, enter New York.
6. Click Search.
7. In the Results in Table subsection, click New York.
Location: Location : New York USLoc7 page
Information
This page enables you to review information that was associated with the
location.

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47

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Go to the Manage Locations page and open an existing location to review its settings.

Lesson 7: Define Workforce Structures

This location is active. That means other workforce structures (for example,
departments) can use it.
This location is not associated with any inventory organization. That means the
location will be available for selection in purchase documents across all inventory
organizations.
This is the location's main address. As you learned earlier in this lesson, a
location can have multiple addresses.

8. In the Basic Details section Edit button menu, select Correct.


Location: Edit Location: New York USLoc7 page
Information
The Edit Location page enables you to modify the details of the location.
9. In the Content Details section Add Another Address button menu, select Copy
Main Address.
Location: Other Address dialog box
Information
This new address is similar to the main address.
10. In the Address Line 1 field, enter 524 Madison Avenue.
11. In the Address Line 2 field, enter 7th Floor.
12. Click OK.
Location: Edit Location: New York USLoc7 page
You have demonstrated how to manage the location information.

48

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Oracle Internal & Oracle Academy Use Only

Let us add another address to this location.

Lesson 7: Define Workforce Structures

Activity 1 Introduction: Creating a Location


Activity Background

In view of its increasing operations, InFusion Corporation has recently bought additional
space close to its existing location in New York.

Use the bold text for the object names, replacing the XX with your student
number, as indicated by your instructor

You must have access to Oracle Fusion Application InFusion database or


comparable training or test instance at your site, on which to complete this
practice.

Oracle Internal & Oracle Academy Use Only

Requirements

Activity Scope
Create the new York location.

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

49

Lesson 7: Define Workforce Structures

Activity 1: Creating a Location


In this activity, you create the new York location.

1. In the Manage Locations task row, click Go to Task.


Location: Manage Locations page
2. On the Results in Table subsection toolbar, click Create.
Location: Create Location page
3. In the Location Information section Name field, enter XX New York.
4. In the Code field, enter XXNY.
5. In the Main Address section Address 1 field, enter 521 Madison Ave.
6. In the Address 2 field, enter Second Floor.
7. In the City field, enter New York.
8. Press Enter.
Location: Search and Select: City dialog box
9. Select New York, New York.
10. Click OK.
Location: Create Location page
11. In the ZIP Code field, enter 10022.
12. Press Enter.
Location: Search and Select: ZIP Code dialog box

50

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Start Here
Setup and Maintenance work area Implementation Project: XX Workforce
Deployment page
These task lists are expanded: Workforce Deployment - Define Common
Applications Configuration for Human Capital Management - Define
EnterpriseStructures for Human Capital Management - Define Workforce
Structures - Define Organization Structures.

Lesson 7: Define Workforce Structures

13. Select 10022.


14. Click OK.
Location: Create Location page
15. Click Submit.
Location: Warning dialog box
16. Click Yes.

Oracle Internal & Oracle Academy Use Only

Location: Confirmation dialog box


17. Click OK.
Location: Manage Locations page
18. Click Done.
Location: Implementation Project: XX Workforce Deployment page
19. In the Manage Locations task row, click the Status icon button.
Location: Edit Status dialog box
20. In the Status field, select Completed.
21. Click Save and Close.
Location: Implementation Project: XX Workforce Deployment page
In this activity, you created the XX New York location.

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

51

Lesson 7: Define Workforce Structures

Defining HCM Organizations


In this section you will learn how to:

Identify whether an organization requires multiple classifications


Explain the HCM organizations
Describe trees and department trees

Oracle Internal & Oracle Academy Use Only

52

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Lesson 7: Define Workforce Structures

Activities 2 -- 4 Introduction: Creating a Division,


Department, and Business Unit
Background
InFusion Corporation has acquired a new financial services division.

Use the bold text for the object names, replacing the XX with your student
number, as indicated by your instructor

You must have access to Oracle Fusion Application InFusion database or


comparable training or test instance at your site, on which to complete this
practice.

Oracle Internal & Oracle Academy Use Only

Requirements

Activity Scope
Create a new division, department, and business unit to support the new acquisition.

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

53

Lesson 7: Define Workforce Structures

Activity 2: Creating a Division


In this activity, you create a new division.

These task lists are expanded: Workforce Deployment - Define Common


Applications Configuration for Human Capital Management - Define Enterprise
Structures for Human Capital Management - Define Workforce Structures - Define
Organization Structures.
1. In the Manage Divisions task row, click Go to Task.
Location: Manage Divisions page
2. On the Search Results section toolbar, click Create.
Location: Create Division: Description page
3. In the Name field, enter XX InFusion Financial Services US.
4. Click Next.
Location: Create Division: Division Details page
5. In the Reporting Name field, enter Financial Services US.
6. In the Manager field, select any manager.
7. Click Next.
Location: Create Division: Review page
8. Click Submit.
Location: Warning dialog box
9. Click Yes.
Location: Confirmation dialog box
10. Click OK.
Location: Manage Divisions page

54

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Oracle Internal & Oracle Academy Use Only

Start Here
Setup and Maintenance work area Implementation Project: XX Workforce
Deployment page

Lesson 7: Define Workforce Structures

11. Click Done.


Location: Implementation Project: XX Workforce Deployment page
12. In the Manage Divisions task row, click the Status icon button.
Location: Edit Status dialog box
13. In the Status field, select Completed.
14. Click Save and Close.

Oracle Internal & Oracle Academy Use Only

Location: Implementation Project: XX Workforce Deployment page


In this activity, you created the XX InFusion Financial Services US division.

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

55

Lesson 7: Define Workforce Structures

Activity 3: Creating a Department


In this activity, you create a new department.

These task lists are expanded: Workforce Deployment - Define Common


Applications Configuration for Human Capital Management - Define Enterprise
Structures for Human Capital Management - Define Workforce Structures - Define
Organization Structures.
1. In the Manage Departments task row, click Go to Task.
Location: Manage Departments page
2. On the Search Results section toolbar, click Create.
Location: Create Department: Description page
3. In the Name field, enter XX InFusion Financial Sales.
4. Click Next.
Location: Create Department: Department Details page
5. In the Reporting Name field, enter InFusion Financial.
6. In the Manager field, select any manager.
7. Click Next.
Location: Create Department: Review page
8. Click Submit.
Location: Warning dialog box
9. Click Yes.
Location: Confirmation dialog box
10. Click OK.

56

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Start Here
Setup and Maintenance work area Implementation Project: XX Workforce
Deployment page

Lesson 7: Define Workforce Structures

Location: Manage Departments page


11. Click Done.
Location: Implementation Project: XX Workforce Deployment page
12. In the Manage Departments task row, click the Status icon button.
Location: Edit Status dialog box
13. In the Status field, select Completed.

Oracle Internal & Oracle Academy Use Only

14. Click Save and Close.


Location: Implementation Project: XX Workforce Deployment page
In this activity, you created the XX InFusion Financial Sales department.

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57

Lesson 7: Define Workforce Structures

Activity 4: Creating a Business Unit


In this activity, you create a new business unit.

These task lists are expanded: Workforce Deployment - Define Common


Applications Configuration for Human Capital Management - Define
EnterpriseStructures for Human Capital Management - Define Business Units for
Human Capital Management.
1. In the Manage Business Unit task row, click Go to Task.
Location: Manage Business Units page
2. On the Search Results section toolbar, click the Create icon button.
Location: Create Business Unit page
Information
Oracle Fusion Human Capital Management uses business units to filter
reference data at the transactional level. You create business units and reference
data sets to enable reference data sharing.
3. In the Name field, enter XX InFusion Financial Services US.
4. In the Default Set field, select COMMON.
Information
Oracle Fusion Human Capital Management uses this set for all reference data
types for this business unit.
5. Click Save and Close.
Location: Manage Business Units page
6. Click Done.
Location: Implementation Project: XX Workforce Deployment page
7. In the Manage Business Units task row, click the Status icon button.

58

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Oracle Internal & Oracle Academy Use Only

Start Here
Setup and Maintenance work area Implementation Project: XX Workforce
Deployment page

Lesson 7: Define Workforce Structures

Location: Edit Status dialog box


8. In the Status field, select Completed.
9. Click Save and Close.
Location: Implementation Project: XX Workforce Deployment page

Oracle Internal & Oracle Academy Use Only

In this activity, you created the XX InFusion Financial Services US business unit.

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Lesson 7: Define Workforce Structures

60

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Lesson 8: Define Grades, Jobs, and Positions

Lesson 8: Define Grades, Jobs, and Positions


Defining Grades
This section describes:
Grades
Grade steps
Grades and sets
How grades work with jobs and positions
How grades work with assignments and employment terms

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61

Lesson 8: Define Grades, Jobs, and Positions

Activity 1 Introduction: Creating a Grade


Background

Requirements

Use the bold text for the object names, replacing the XX with your student
number, as indicated by your instructor

You must have access to Oracle Fusion Application InFusion database or


comparable training or test instance at your site, on which to complete this
practice.

Activity Scope
Create a new grade for the Sales Executive job as well as the associated grade rates.

Set: Common Set

Name: XX_Sales Executive

Code: XX_SALESEXEC

Steps? No steps are needed

Legislative Data Group (for rates): US LDG

Rate Name: XX_Annual Salary Rate_Sales Execs

Rate Type: Salary

Frequency: Annually

Currency: USD

Specific amount or range? Range


Salary range: 45,000 to 65,00

62

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Oracle Internal & Oracle Academy Use Only

You have set up grades for all of your divisions except the Financial Services division.
The job functions performed in this division are different from that of your other
divisions, so you require new grades that are more suitable.

Lesson 8: Define Grades, Jobs, and Positions

Activity 1: Creating a Grade


In this activity, you create a new grade.

These task lists are expanded: Workforce Deployment - Define Common


Applications Configuration for Human Capital Management - Define Enterprise
Structures for Human Capital Management - Define Workforce Structures - Define
Grades
Alternate navigation: In the global area Navigator menu under Workforce
Management, select Workforce Structures.
1. In the Manage Grades task row, click Go to Task.
Location: Manage Grades page
Information
Use the Manage Grades page to search for existing grades.
2. On the Search Results section toolbar, click Create.
Location: Create Grade: Grade Details page
3. In the Name field, enter XX Sales Executive.
4. In the Code field, enter XX_SALESEXEC.
5. Click Next.
Location: Create Grade: Grade Steps page
6. Since this grade does not contain steps, click Next.
Location: Create Grade: Grade Rates page
7. In the Legislative Data Group field, select US LDG.
8. On the Grade Rates section toolbar, click Create New Rate.
Location: Create Grade Rate dialog box

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Start Here
Setup and Maintenance work area Implementation Project: XX Workforce
Deployment page

Lesson 8: Define Grades, Jobs, and Positions

9. In the Name field, enter XX Annual Salary Rate Sales Execs.


10. Click OK.
Location: Create Grade: Grade Rates page
11. In the Minimum field, enter 45,000.
12. In the Maximum field, enter 65,000.

Information
The application calculates the midpoint value for you.
14. Click Next.
Location: Create Grade: Review page
15. Review the details before submitting the grade.
16. Click Submit.
Location: Warning dialog box
17. Click Yes.
Location: Confirmation dialog box
18. Click OK.
Location: Manage Grades page
19. Click Done.
Location: Implementation Project: XX Workforce Deployment page
20. In the Manage Grades task row, click the Status icon button.
Location: Edit Status dialog box
21. In the Status field, select Completed.
22. Click Save and Close.
Location: Implementation Project: XX Workforce Deployment page

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13. Click in the Midpoint field.

Lesson 8: Define Grades, Jobs, and Positions

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In this activity, you created the XX Sales Executive grade.

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65

Lesson 8: Define Grades, Jobs, and Positions

Defining Grade Rates


This section describes:

Oracle Internal & Oracle Academy Use Only

Grade rate values


Lookup types for grade rates
Examples of grade rates How grades, rates, sets, and legislative data groups
work together
How grades and rates work with Oracle Fusion Compensation and Payroll

66

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Lesson 8: Define Grades, Jobs, and Positions

Activity 2 Introduction: Creating a Grade Rate


Background
You now need to create a bonus rate for the Sales Executive grade. You award sales
executives a bonus annually, and the amount is a range.

Use the bold text for the object names, replacing the XX with your student
number, as indicated by your instructor

You must have access to Oracle Fusion Application InFusion database or


comparable training or test instance at your site, on which to complete this
practice.

Activity Scope
Create a bonus rate for the XX Sales Executive grade that you created in the previous
activity.

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Requirements

Lesson 8: Define Grades, Jobs, and Positions

Activity 2: Creating a Grade Rate


In this activity, you create a new grade rate.

These task lists are expanded: Workforce Deployment - Define Common


Applications Configuration for Human Capital Management - Define Enterprise
Structures for Human Capital Management - Define Workforce Structures - Define
Grades
1. In the Manage Grade Rates task row, click Go to Task.
Location: Manage Grade Rates page
2. On the Search Results section toolbar, click Create.
Location: Select Legislative Data Group dialog box
3. In the Legislative Data Group field, select US LDG.
4. Click OK.
Location: Create Grade Rate page
5. In the Name field, enter XX Annual Bonus Rate Sales Execs.
6. In the Rate Type field, select Bonus.
7. Click the Add Row icon button.
8. In the Grade field, enter XX.
9. Select XX Sales Executive XX_SALESEXEC Common Set COMMON
Common Set.
10. In the Minimum field, enter 4500.
11. In the Maximum field, enter 6500.
12. Click Review.

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Start Here
Setup and Maintenance work area Implementation Project: XX Workforce
Deployment page

Lesson 8: Define Grades, Jobs, and Positions

13. Review the details of the grade rate before submitting.


14. Click Submit.
Location: Warning dialog box
15. Click Yes.
Location: Confirmation dialog box
16. Click OK.

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Location: Manage Grade Rates page


17. Click Done.
Location: Implementation Project: XX Workforce Deployment page
18. In the Manage Grade Rates task row, click the Status icon button.
Location: Edit Status dialog box
19. In the Status field, select Completed.
20. Click Save and Close.
Location: Implementation Project: XX Workforce Deployment page
In this activity, you created the XX Annual Bonus Rate Sales Execs grade rate.

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69

Lesson 8: Define Grades, Jobs, and Positions

Defining Grade Ladders


This section describes:
Grade ladders
Ladders with grades
Ladders with steps

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Lesson 8: Define Grades, Jobs, and Positions

Activity 3 Introduction: Creating a Grade Ladder


Background
You have already created five grades for administrative positions at InFusion
Corporation, and you have associated rates with each grade.

Use the bold text for the object names, replacing the XX with your student
number, as indicated by your instructor

You must have access to Oracle Fusion Application InFusion database or


comparable training or test instance at your site, on which to complete this
practice.

Oracle Internal & Oracle Academy Use Only

Requirements

Activity Scope
Create a grade ladder for the administrative positions.

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71

Lesson 8: Define Grades, Jobs, and Positions

Activity 3: Creating a Grade Ladder


In this activity, you create a new grade rate.

These task lists are expanded: Workforce Deployment - Define Common


Applications Configuration for Human Capital Management - Define Enterprise
Structures for Human Capital Management - Define Workforce Structures - Define
Grades.
1. In the Manage Grade Ladders task row, click Go to Task.
Location: Manage Grade Ladders page
2. On the Search Results section toolbar, click Create.
Location: Create Grade Ladder: Grade Ladder Details page
3. In the Name field, replace the existing text with XX Admin Grade Ladder.
4. In the Grade Type field, select Grade.
5. Click Next.
Location: Create Grade Ladder: Grades page
Information
First, search for grades to add to the ladder.
6. In the Name field, enter Admin.
7. Click Search.
8. In the Search Results section, select Admin5.
9. On the toolbar, click Add to Grade Ladder.
10. Select Admin4.
11. On the toolbar, click Add to Grade Ladder.

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Start Here
Setup and Maintenance work area Implementation Project: XX Workforce
Deployment page

Lesson 8: Define Grades, Jobs, and Positions

Location: Add to Grade Rate Hierarchy dialog box


12. Select At the top.
13. Click OK.
Location: Create Grade Ladder: Grades page
14. In the Search Results section, select Admin3.
15. On the toolbar, click Add to Grade Ladder.

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Location: Add to Grade Rate Hierarchy dialog box


16. Select At the top.
17. Click OK.
Location: Create Grade Ladder: Grades page
18. In the Search Results section, select Admin2.
19. Click Add to Grade Ladder.
Location: Add to Grade Rate Hierarchy dialog box
20. Select At the top.
21. Click OK.
Location: Create Grade Ladder: Grades page
22. In the Search Results section, select Admin1.
23. Click Add to Grade Ladder.
Location: Add to Grade Rate Hierarchy dialog box
24. Select At the top.
25. Click OK.
Location: Create Grade Ladder: Grades page
26. Click Next.
Location: Create Grade Ladder: Rate Values page

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73

Lesson 8: Define Grades, Jobs, and Positions

27. In the Legislative Data Group field, select US LDG.


28. In the Grade Rate field, enter US.
29. Select US Annual Salary Grade Rate Annually Salary USD.
30. Click View Grade Rate.
31. Click Next.

32. Click Review.


33. Review the details of the grade rate before submitting.
34. Click Submit.
Location: Warning dialog box
35. Click Yes.
Location: Confirmation dialog box
36. Click OK.
Location: Manage Grade Rates page
37. Click Done.
Location: Implementation Project: XX Workforce Deployment page
38. In the Manage Grade Rates task row, click the Status icon button.
Location: Edit Status dialog box
39. In the Status field, select Completed.
40. Click Save and Close.
Location: Implementation Project: XX Workforce Deployment page
In this activity, you created the XX Annual Bonus Rate Sales Execs grade rate.

74

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Location: Create Grade Ladder: Review page

Lesson 8: Define Grades, Jobs, and Positions

Defining Jobs and Job Families

Lookups for jobs


Basic details
Benchmark and progression information
Grades
Evaluation criteria
How jobs and positions work with profiles

Jobs are typically used without positions by service industries where flexibility and
organizational change are key features.
The following screenshot is the Create Job page within the Manage Job task. You can
see the five train stops that guide you through the job creation.

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This section describes:

Lesson 8: Define Grades, Jobs, and Positions

Activity 4 Introduction: Creating a Job


Background
You have created a grade and grade rates for the Sales Executive position.

Use the bold text for the object names, replacing the XX with your student
number, as indicated by your instructor

You must have access to Oracle Fusion Application InFusion database or


comparable training or test instance at your site, on which to complete this
practice.

Activity Scope
Create a job.

76

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Requirements

Lesson 8: Define Grades, Jobs, and Positions

Activity 4: Creating a Job


In this activity, you create a new grade rate.

These task lists are expanded: Workforce Deployment - Define Common


Applications Configuration for Human Capital Management - Define Enterprise
Structures for Human Capital Management - Define Workforce Structures - Define
Jobs and Positions
1. In the Manage Job task row, click Go to Task.
Location: Manage Jobs page
2. On the Search Results section toolbar, click Create.
Location: Create Job: Basic Details page
3. In the Name field, enter XX Sales Executive.
4. In the Code field, select XX_SALESEXEC.
5. Click Next.
Location: Create Job: Job Details page
6. In the Full Time or Part Time field, select Full time.
7. In the Regular or Temporary section, select Regular.
8. In the Job Family field, enter Sa.
9. Select Sales.
10. In the Valid Grades section toolbar, click Add Row.
11. In the Grade field, enter XX.
12. Select XX Sales Executive XX_SALESEXEC Common Set COMMON
Common Set.

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Start Here
Setup and Maintenance work area Implementation Project: XX Workforce
Deployment page

Lesson 8: Define Grades, Jobs, and Positions

13. Click Next.


Location: Create Job: Evaluation Criteria page
14. Since this job does not include evaluation criteria, click Next.
Location: Create Job: Profiles page
15. Click Submit.

16. Click Yes.


Location: Confirmation dialog box
17. Click OK.
Location: Manage Jobs page
18. Click Done.
Location: Implementation Project: XX Workforce Deployment page
19. In the Manage Jobs task row, click the Status icon button.
Location: Edit Status dialog box
20. In the Status field, select Completed.
21. Click Save and Close.
Location: Implementation Project: XX Workforce Deployment page
In this activity, you created the XX Sales Executive job.

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Location: Warning dialog box

Lesson 8: Define Grades, Jobs, and Positions

Defining Positions
This section discusses:

Lookups for positions


Positions example: retail industry
Position details
Position trees

Positions are typically used by industries that have the following characteristics:

Approval rules and budgeting are detailed


Head counts must be maintained
Turnover rates are high

The following screenshot is the Create Position page within the Manage Position task.
You can see the five train stops that guide you through the position creation.

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Lesson 8: Define Grades, Jobs, and Positions

Activity 5 Introduction: Creating a Position


Background
You have created the Sales Executive job.

Use the bold text for the object names, replacing the XX with your student
number, as indicated by your instructor

You must have access to Oracle Fusion Application InFusion database or


comparable training or test instance at your site, on which to complete this
practice.

Activity Scope
Create a position.

80

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Requirements

Lesson 8: Define Grades, Jobs, and Positions

Activity 5: Creating a Position


In this activity, you create a new position.

These task lists are expanded: Workforce Deployment - Define Common


Applications Configuration for Human Capital Management - Define Enterprise
Structures for Human Capital Management - Define Workforce Structures - Define
Jobs and Positions.
1. In the Manage Positions task row, click Go to Task.
Location: Manage Positions page
2. On the Search Results section toolbar, click Create.
Location: Create Position: Basic Details page
3. In the Business Unit field, select USA1 Business Unit.
4. In the Name field, enter XX Sales Executive.
5. In the Code field, enter XX_SALESEXEC.
6. Click Next.
Location: Create Position: Position Details page
7. In the Department field, enter XX Infusion.
8. Select XX InFusion Financial Sales.
9. In the Job field, enter XX.
10. Select XX Sales Executive XX_SALESEXEC.
Information
The application populates the Valid Grades region with the grade that was set
up for the job.
11. In the Hiring Information region, in the Hiring Status field, select Approved.

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Start Here
Setup and Maintenance work area Implementation Project: XX Workforce
Deployment page

Lesson 8: Define Grades, Jobs, and Positions

12. Click Submit.


Location: Warning dialog box
13. Click Yes.
Location: Confirmation dialog box
14. Click OK.

15. Click Done.


Location: Implementation Project: XX Workforce Deployment page
16. In the Manage Positions task row, click the Status icon button.
Location: Edit Status dialog box
17. In the Status field, select Completed.
18. Click Save and Close.
Location: Implementation Project: XX Workforce Deployment page
In this activity, you created the XX Sales Executive position.

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Location: Manage Positions page

Lesson 8: Define Grades, Jobs, and Positions

Defining Flexfields
This section describes flexfield concepts and tasks for flexfield configuration:
Flexfield concepts
Value sets
Descriptive flexfields
Flexfield implementation flow

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83

Lesson 8: Define Grades, Jobs, and Positions

Demonstration: Creating a Descriptive Flexfield


Demonstration Background

You are required to create an additional job related field.


Demonstration Scope
Create a standard lookup
Create a value set that uses the standard lookup
Create a descriptive flexfield that uses the value set

Demonstration Steps
Start Here
Setup and Maintenance work area
Create a standard lookup.
1. In the Search: Tasks pane Name field, enter Manage Standard Lookups.
2. Click Search.
3. In the Manage Standard Lookups task row, click Go to Task.
Location: Manage Standard Lookups page
4. On the Search Results section toolbar, click the Add icon.
5. In the Lookup Type field, enter HR_JOB_OU.
6. In the Meaning field, enter Job Type.
7. In the Description field, enter Job Type.
8. In the Module field, search for and select the Application Common user
module.
9. Click Save.
10. In the JOB_TYPE: Lookup Codes section, click the New icon.
11. In the Lookup Code field, enter CON.

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Lesson 8: Define Grades, Jobs, and Positions

12. In the Display Sequence field, enter 1.


13. In the Meaning field, enter Consultant.
14. In the JOB_TYPE: Lookup Codes region, click the New icon button.
15. In the Lookup Code field, enter SRCON.
16. In the Display Sequence field, enter 2.
17. In the Meaning field, enter Senior Consultant.

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18. Click Save and Close.


Location: Setup and Maintenance work area
Information:
Now, create a value set that uses the HR_JOB_OU standard lookup that you
created.
19. In the Search: Tasks pane Name field, enter Manage Value Sets.
20. Click the Search icon button.
21. In the Manage Value Sets task row, click Go to Task.
22. In the Search Results section, click Create.
Location: Manage Value Sets page.
23. In the Value Set Code field, enter HR_JOB_OU _VAL_SET.
24. In the Description field, enter Job Value Set.
25. In the Module field, search for and select the Oracle Middleware
Extensions for Applications user module.
26. In the Validation Type field, select Table.
In the Definition section Value Data Type field, select Character.
27. In the FROM Clause field, enter the table that contains the lookups,
"FND_LOOKUPS".

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Lesson 8: Define Grades, Jobs, and Positions

28. In the Value Column Name field, enter the attribute name that holds the
description of the lookup values, MEANING.
29. In the ID Column Name field, enter the code that will be stored in the database,
LOOKUP_CODE.
30. In the Start Date Column Name and End Date Column Name fields, enter
TO_DATE(NULL).

32. Click Save and Close.


Location: Manage Value Sets page
33. Click Done.
Location: Setup and Maintenance work area
Information:
Now, create a descriptive flexfield that uses the HR_JOB_OU standard lookup
you created.
34. In the Search: Tasks pane Name field, enter Manage Descriptive Flexfields.
35. Click the Search icon button.
36. In the Manage Descriptive Flexfields task row, click Go to Task.
Location: Manage Descriptive Flexfields page
37. In the Search section Flexfield Code field, enter JOB.
38. Click Search.
39. In the Search Results section, select PER_JOBS_DFF.
40. On the toolbar, click Edit.
Location: Edit Descriptive Flexfield PER_JOBS_DFF page
Information
You must create a Global Segments object that always appears in the descriptive
flexfield region.

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31. In the WHERE Clause field, enter


FND_LOOKUPS.LOOKUP_TYPE='HR_JOB_OU'.

Lesson 8: Define Grades, Jobs, and Positions

41. On the Global Segments section toolbar, click Create.


Location: Create Segment page
42. In the Name field, enter Job Type.
43. In the Code field, enter JOB_TYPE_OU.
44. In the Description field, enter Determines the job type.
45. In the Column Assignment section Data Type field, select Character.

Oracle Internal & Oracle Academy Use Only

46. In the Table Column field, select ATTRIBUTE2.


47. In the Value Set field, search for and select HR_JOB_OU_VAL_SET.
48. In the Display Properties section Prompt field, enter Job Type.
49. In the Short Prompt field, enter Type.
50. In the Display Type field, select Drop-down List.
51. In the Display Size field, enter 40.
52. In the Display Height field, enter 1
.
53. Enable the flexfield to be used in reports by selecting the BI Enabled option.
54. Click Save and Close.
Location: Edit Descriptive Flexfield PER_JOBS_DFF page
55. Click Save and Close.
Location: Manage Descriptive Flexfields page
56. In the Search Results field, select PER_JOBS_DFF.
57. Click Deploy Flexfield.
Location: Confirmation dialog box
58. Click OK.
Location: Manage Descriptive Flexfields page
Information:

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87

Lesson 8: Define Grades, Jobs, and Positions

Confirm that the flexfield appears on the Job Task.


59. In the Search: Tasks pane Name field, enter Manage Job.
Location: Manage Jobs page
60. In the Search section Name field, enter Consultant.
61. Click Search.

Location: Job Details page


63. In the Job Description section, verify that the Job Type descriptive flexfield
appears.

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62. In the Search Results region, select the job.

Lesson 8: Define Grades, Jobs, and Positions

Activity 6 Introduction: Testing the Workforce


Structures Setup

After setting up the new division, InFusion Financial, you now want to verify that you
have correctly set up the division, department, business unit, grade, grade rates, and
the job. You decide to test the setup by entering a new sales executive for the InFusion
Financial_Sales department that you created.
Requirements

Use the bold text for the object names, replacing the XX with your student
number, as indicated by your instructor

You must have access to Oracle Fusion Application InFusion database or


comparable training or test instance at your site, on which to complete this
practice.

Activity Scope
Use the following information to help you complete the activity:
Note: Use default values unless otherwise indicated.

Legal Employer: InFusion Corp USA2


Name: XX Susan Smith
Address 1: XX Main Street
ZIP Code: 10022
Business Unit: XX_Financial Services US (the business unit that you created)
Job: XX_Sales Executive (the job that you created)
Department: XX_InFusion Financial_Sales (the department that you created)
Location: XX_New York (the location that you created)

Note: Before beginning the activity, the instructor will demonstrate how to enable profile
options so that you can edit settings for them and then demonstrate how to change the
settings for these two profile options from N to Y:
PER_DEFAULT_GRADE_FROM_JOB_POSITION
PER_ENFORCE_VALID_GRADES

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Background

Lesson 8: Define Grades, Jobs, and Positions

Oracle Internal & Oracle Academy Use Only

After these two profile options are set to Y, you will be able to see how the application
populates the Grade field with the valid grade that you set up for the job. If the options
are N, then the application allows you to select from all grades in the Common set.

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Lesson 8: Define Grades, Jobs, and Positions

Demonstration: Changing Profile Option Settings

Demonstration
Background

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As the Human Resources (HR) specialist, you must maintain the profile options.
Demonstration Scope
Change the settings for the PER_ENFORCE_VALID_GRADES and
PER_DEFAULT_GRADE_FROM_JOB_POSITION profile options
Demonstration Steps
Start Here
Setup and Maintenance work area
1. In the Search: Tasks pane Name field, enter Manage Profile Options.
2. Click the Search icon button.
3. In the Manage Profile Options row, click Go to Task.
Location: Manage Profile Options page
4. Click in the Profile Option Code field. Enter PER.
5. Click the Search button.
6. Select the PER_ENFORCE_VALID_GRADES row header.
Note: The application loads the Profile Option Levels region with the profile
option that you have selected.
7. In the PER_ENFORCE_VALID_GRADES : Profile Option Levels region, click the
Updateable option for the Site, Product, and User levels.
8. Click the Save and Close button.

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91

Lesson 8: Define Grades, Jobs, and Positions

Location: All Tasks tab, Search page


9. In theSearch: Tasks pane Name field, enter Manage Administrator Profile
Values.
10. Click the Search icon button.
11. In the Manage Administrator Profile Values row, click Go to Task.
Location: Manage Administrator Profile Values page

13. Click the Search button.


14. Select the PER_ENFORCE_VALID_GRADES row header.
Note: The application loads the Profile Values region with the profile option that
you have selected.
15. In the PER_ENFORCE_VALID_GRADES: Profile Values region, click the Edit
icon.
16. Click in the Profile Value field. Enter Y.
17. Click the Save and Close button.
18. Repeat the above steps for the
PER_DEFAULT_GRADE_FROM_JOB_POSITION profile option.

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12. Click in the Profile Option Code field. Enter PER.

Lesson 8: Define Grades, Jobs, and Positions

Activity 6: Hiring an Employee to Test the Setup

In this activity, you hire an employee to test the workforce structures setup.
Start Here
Home work area, Welcome tab (default view after sign in)
1. In the global area Navigator menu, select New Person.

2. In the Tasks pane, click Hire an Employee.


Location: Hire an Employee: Identification page
Information
Use the Identification page to enter details for the new employee, such as the
legal employer, date of hire, name details, as well as national identifiers, such as
the employee's social security number.
3. Click in the Hire Date field. Select the date 1st October 2012.
4. In the Legal Employer field, select InFusion Corp USA2.
5. In the Last Name field, enter Smith.
6. In the First Name field, enter XX Susan.
7. Click Next.
Location: Hire an Employee: Person Information page
Information
Use the Person Information page to enter personal details such as address and
e-mail.
8. In the Address1 field, enter XX Main Street.
9. In the Zip Code field, enter 10022.
10. Press Tab.
Note: On the basis of the ZIP code that you enter, values for the city, state,
and county automatically appear.

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Location: New Person work area

Lesson 8: Define Grades, Jobs, and Positions

11. On the E-Mail Details section toolbar, click the Add Row icon button.
12. Select the Work E-Mail type.
13. In the E-Mail field, enter xxsusan@infusion.com.
14. In the Ethnicity field, select White.
15. Click Next.

Information
Use the Employment page to record details such as employment terms,
assignments, and managers.
16. In the Business Unit field, select XX_Financial Services US, which you created
earlier .
17. In the Job field, select XX_Sales Executive, which you created earlier.
Note: The application populates the Grade field with the valid grade that you set
up for the Sales Executive position.
18. In the Department field, select XX_InFusion Financial_Sales, which you
created earlier.
19. In the Location field, select XX_New York, which you created earlier.
20. Click Next.
Location: Hire Employee: Roles page
Information
Use the Roles page to assign roles to the new employee. In this example, you
retain the predefined Employee role that is already assigned to the employee.
21. Click Next.
Location: Hire an Employee: Review page
22. Review all the information that you entered so far.
23. Click Submit.
Location: Warning dialog box

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Location: Hire an Employee: Employment page

Lesson 8: Define Grades, Jobs, and Positions

24. Click Yes.


Location: Confirmation dialog box
25. Click OK.

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Location: New Person work areaAt this point, you should have hired an
employee XX Susan Smith.

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Lesson 8: Define Grades, Jobs, and Positions

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Lesson 9: Manage Workforce Lifecycle

Lesson 9: Manage Workforce Lifecycle


Manage Employment Information
Activity 1 Introduction: Hiring an Employee
Background

As a Human Resources (HR) specialist, you are responsible for hiring employees.

Use the bold text for the object names, replacing the XX with your student
number, as indicated by your instructor

You must have access to Oracle Fusion Application InFusion database or


comparable training or test instance at your site, on which to complete this
practice.

Oracle Internal & Oracle Academy Use Only

Requirements

Activity Scope
Hire a new employee XX Andrew Robinson.

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97

Lesson 9: Manage Workforce Lifecycle

Activity 1: Hiring an Employee


In this activity, you hire an employee.
Sign in with the manager login assigned to you.
Start Here
Home work area, Welcome tab (default view after sign in).

Location: New Person work area


2. In the Tasks pane, click Hire an Employee.
Location: Hire an Employee: Identification page
Information
Use the Identification page to enter details for the new employee, such as the
legal employer, date of hire, name details, as well as national identifiers, such as
the employee's social security number.
3. Click in the Hire Date field. Select the date 1st October 2012.
4. The Hire action is selected by default.
5. In the Legal Employer field, select InFusion Health USA.
6. In the Last Name field, enter Robinson.
7. In the First Name field, enter XX Andrew.
8. Click Next.
Location: Hire an Employee: Person Information page
Information
Use the Person Information page to enter personal details such as address and
e-mail.
9. In the Address1 field, enter XX 1721 Park Avenue.
10. In the Zip Code field, enter 76621.
11. Press Tab.

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1. In the global area Navigator menu, select New Person.

Lesson 9: Manage Workforce Lifecycle

Note: On the basis of the ZIP code that you enter, values for the city, state,
and county automatically appear.
12. On the E-Mail Details section toolbar, click the Add Row icon button.
13. Select the Work E-Mail type.
14. In the E-Mail field, enter xxandrew@infusion.com.
15. In the Ethnicity field, select White.

Location: Hire an Employee: Employment page


Information
Use the Employment page to record details such as employment terms,
assignments, and managers.
17. In the Employment Terms tab Business Unit field, select USA Health
Business Unit.
Important:The Employment Terms tab appears because the selected legal
employer uses a three tier employment model.
18. In the Department field, select Human Resources HC.
19. Click the Assignment tab.
Note: The department is automatically populated from the employment terms.
20. In the Job field, select Human Resources Administrator.
21. In the Grade field, select Prof4.
22. In the Manager Details section Name field, select your assigned manager
(whom you are logged in as_.
Example
If you are logged in as Linda Swift, select Swift, Linda.
23. In the Salary Information section Salary Basis field, select HC Annual Salary.
24. In the Salary Amount field, enter 65000.
25. Click Next.

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16. Click Next.

Lesson 9: Manage Workforce Lifecycle

Location: Hire Employee: Roles page


Information
Use the Roles page to assign roles to the new employee. In this example, you
retain the predefined Employee role that is already assigned to the employee.
26. Click Next.
Location: Hire an Employee: Review page

28. Click Submit.


Location: Warning dialog box
29. Click Yes.
Location: Confirmation dialog box
30. Click OK.
Location: New Person work area
At this point, you should have hired an employee XX Andrew Robinson.

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27. Review all the information that you entered so far.

Lesson 9: Manage Workforce Lifecycle

Activity 2 Introduction: Creating a Work Relationship

Background

The person you previously hired as an employee, XX Andrew Robinson, also works as
a contingent worker in a different legal employer.

Use the bold text for the object names, replacing the XX with your student
number, as indicated by your instructor.

You must have access to Oracle Fusion Application InFusion database or


comparable training or test instance at your site, on which to complete this
practice.

Activity Scope
Create an additional contingent worker work relationship for the person in the InFusion
Corp USA2 legal employer.

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Requirements

Lesson 9: Manage Workforce Lifecycle

Activity 2: Creating a Work Relationship


In this activity, you create a contingent worker work relationship.
Start Here
Home work area, Welcome tab (default view after sign in).
1. In the global area Navigator menu, select Person Management.

2. In the Search section Name field, enter XX Andrew Robinson.


3. Click Search.
4. In the Search Results section, select XX Andrew Robinson.
5. In the Actions field, select Create Work Relationship.
Location: Create Work Relationship: Identification page
Information
Use the Identification page to enter details such as the legal employer, personal
details, and national identifiers, such as the employee's social security number.
6. In the Action field, select Add Contingent Work Relationship.
7. In the Legal Employer field, select InFusion Corp USA2.
8. Click Next.
Location: Create Work Relationship: Person Information page
Information
Use the Person Information page to provide address details, and other modes of
communication. In this example, there are no changes to the personal
information.
9. Click Next.
Location: Create Work Relationship: Employment Information page
Information
Use the Employment Information page to record details such as service dates
and payroll relationship details.

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Location: Search Person page

Lesson 9: Manage Workforce Lifecycle

10. In the Business Unit field, select USA2 Business Unit.


11. In the Job field, select Human Resources Generalist.
12. In the Grade field, select Prof3.
13. Click Next.

Information
Use the Roles page to assign roles to the new employee. In this example, you
retain the predefined role that is already assigned to the worker.
14. Click Next.
Location: Create Work Relationship: Review page
15. Click Submit.
Location: Warning dialog box
16. Click Yes.
Location: Confirmation dialog box
17. Click OK.
Location: Person Management work area
At this point, you should have created an additional contingent work relationship for the
existing employee XX Andrew Robinson.

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Location: Create Work Relationship: Roles page

Lesson 9: Manage Workforce Lifecycle

Activity 3 Introduction: Managing Employment

Background

Employee XX Andrew Robinson has a new work location.

Use the bold text for the object names, replacing the XX with your student
number, as indicated by your instructor.

You must have access to Oracle Fusion Application InFusion database or


comparable training or test instance at your site, on which to complete this
practice.

Activity Scope
Update the location in XX Andrew Robinson's employee assignment.

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Requirements

Lesson 9: Manage Workforce Lifecycle

Activity 3: Managing Employment


In this activity, you change an employee's work location.
Start Here
Home work area, Welcome tab (default view after sign in).
1. In the global Navigator menu, select Person Management.

2. In the Search section Name field, enter XX Andrew Robinson.


3. Click Search.
Note: XX Andrew Robinson appears twice in the search results because this
person has two assignments, employee and contingent worker.
4. In the Search Results section, select the employee assignment XX Andrew
Robinson.
5. In the Actions field, select Manage Employment.
Location: Manage Employment page
Information
Use the Manage Employment page to update aspects of a worker's employment,
such as assignments, transfers, promotions, job changes, and work location
changes.
6. On the Search Results toolbar, in the Edit.button menu, select Update.
Location: Update Employment window
Information
Use the Update Employment window to enter an effective date, action, and
action reason for the update.
7. Click in the Effective Date field. Select the date 1st November 2012.
8. In the Action field, select Location Change.
9. Click OK.
10. Select the Assignment tab.

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Location: Search Person page

Lesson 9: Manage Workforce Lifecycle

11. In the Location field, select Los Angeles.


12. Click Review.
Location: Roles window
13. There are no changes in the roles, so click OK.
Location: Edit Employment: Review page

15. Click Submit.


Location: Warning dialog box
16. Click Yes.
Location: Confirmation dialog box
17. Click OK.
Location: Person Management work area
At this point, you should have changed the employee XX Andrew Robinson's work
location.

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14. Review the changes you made so far.

Lesson 9: Manage Workforce Lifecycle

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Employment Processes

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Lesson 9: Manage Workforce Lifecycle

Demonstration: Transferring a Worker

As the Human Resources (HR) specialist, you manage any transfers across legal
employers.
Demonstration Scope
This demonstration covers :

Searching for the person XX Andrew Robinson

Creating a global transfer for the employee XX Andrew Robinson to facilitate


movement of the employee to a different legal employer

Creating a new work relationship in the destination legal employer

Demonstration Steps
Start Here
Home work area, Welcome tab.
1. In the Navigator menu, click the Person Management link.
Location: Search Person page
2. In the Search section Name field, enter XX Andrew Robinson.
3. Click Search.
Note: XX Andrew Robinson appears twice in the search results because this
person has two assignments, employee and contingent worker.
4. Select the employee assignment record.

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Demonstration
Background

Lesson 9: Manage Workforce Lifecycle

5. Click XX Andrew Robinson.


Location: Person Management work area
Information
The Person Management work area enables you to manage all stages of a
worker's association with the enterprise, from creating employment through
termination of work relationships.
Creating a Global Transfer

Location: Manage Employment page


7. In the Edit menu, select Update.
Location: Update Employment dialog box
Information
Use the Update Employment window to enter an effective date, action, and any
action related details.
8. In the Effective Date field, select 1st December 2012.
9. In the Action field, select Global Transfer.
10. In the Destination Legal Employer field, enter InFusion Corp USA1.
11. Click OK.
Location: Inactivate Existing Assignments dialog box
Information
Use the window to define the status of the existing assignments.
12. Click OK to retain the default assignment status.
Location: Global Transfer: Identification page
Information
You must create a new work relationship for the person in the destination legal
employer since this is a global transfer.
Creating a Work Relationship
13. Since there is no change in the identification information, click Next.

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6. In the Tasks pane, click Manage Employment.

Lesson 9: Manage Workforce Lifecycle

Location: Global Transfer: Person Information page


14. Since there is no change in the person information, click Next.
Location: Global Transfer: Employment Information page
15. In the Business Unit field, select USA1 Business Unit.
Note: The InFusion Corp USA1 legal employer does not use employment
terms, so you do not see the Employment Terms tab.

17. In the Grade field, select Mgmt6.


18. In the Salary Information section Salary Basis field, select USA1 Annual
Salary.
19. In the Salary Amount field, enter 75000.
20. Click Next.
Location: Global Transfer: Roles page
Note: Retain the predefined employee already assigned to the person.
21. Click Next.
Location: Global Transfer: Review page
22. Review the information that you entered so far.
23. Click Submit.
Location: Warning dialog box
24. Click Yes.
Location: Confirmation dialog box
25. Click OK.
Location: Manage Employment page

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16. In the Job field, select Human Resources Administrator.

Lesson 9: Manage Workforce Lifecycle

Demonstration: Promoting a Worker


Demonstration Background

As the line manager, you manage your workers' promotions.


Demonstration Scope

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This demonstration covers promoting a worker.


Demonstration Steps
Sign in as the line manager mitch.blum.
Start Here
Home work area, Manager Resources tab
1. Click the Employment subtab.
2. Select Feitty, Curtis.
3. On the toolbar, in the Actions menu, Personal and Employment submenu,
select Promote.
Location: Promote Curtis Feitty: Employment Details page
4. Leave the Promotion action selected.
5. In the Promotion Reason field, select Performance.
6. In the Job field, select Human Resources Specialist.
7. In the Grade field, select Mgmt2.
Information
Use the performance analytic to view Curtis's recent performance documents.
8. Click the Competency Match tab.
Information
The competency match analytic displays the differences between Curtis's current
competency levels and those required by the proposed job.

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9. Click the Assignment Changes tab.


Note: Assignment changes over a period of time.
10. Click the Next button.
Location: Promote Curtis Feitty: Compensation Details page
11. In the New Salary field, enter 45000.

12. Click Next.


Location: Promote Curtis Feitty: Roles page
13. There is no change in roles so, click Next.
Location: Promote Curtis Feitty: Review page
14. Review the information you entered so far.
15. Click Submit.
Location: Warning dialog box
16. Click Yes.
Location: Confirmation dialog box
17. Click OK.

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Note:You can see in the analytic that Curtis's proposed salary falls within the
specified grade range.

Lesson 9: Manage Workforce Lifecycle

Demonstration: Terminating a Work Relationship

Demonstration Background

Oracle Internal & Oracle Academy Use Only

As the Human Resources (HR) specialist, you manage any worker terminations.
Demonstration Scope
This demonstration covers :

Searching for the person XX Susan Smith (whom you hired earlier)

Terminating XX Susan Smith's work relationship

Verifying the termination

Demonstration Steps
Start Here
Home work area, Welcome tab.
1. In the global area Navigator menu, select Person Management.
Location: Search Person page
Searching for the Person
2. In the Search section Name field, enter XX Susan Smith.
3. Click Search.
4. In the Search Results section, click XX Susan Smith
Location: Person Management work area
Information
The Person Management work area enables you to manage all stages of a
worker's association with the enterprise, from creating employment through
termination of work relationships.

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Lesson 9: Manage Workforce Lifecycle

Terminating the Work Relationship


5. Click the Manage Work Relationship link.
Location: Manage Work Relationship: XX Susan Smith page

6. On the toolbar, in the Actions menu, select Terminate


.
7. In the Termination Action field, select Resignation.
8. Retain the current date in the Termination Date field.
9. Retain No as the selection for Hide Termination.
10. You want to revoke Susan's user access only after the termination becomes
effective. Retain After termination as the selection for Revoke User Access, in
the User Access region.
11. Retain Yes as the selection for Recommended for Rehire.
12. Click Review.
Location: Review Terminate Work Relationship page
13. Review the information entered so far.
14. Click Submit.
15. You want to process the termination immediately so retain Immediate as the
selection for Processing Options.
Location: Warning dialog box
16. Click Yes.
Location: Confirmation dialog box
17. Click OK.
Location: Search Person page
Verifying the Termination

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Information
You use the Manage Work Relationship page to edit or terminate a work
relationship.

Lesson 9: Manage Workforce Lifecycle

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18. On the Search Person page, search for XX Susan Smith by entering a future
effective date. The search returns no rows, indicating that the person's work
relationship is terminated.

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Lesson 9: Manage Workforce Lifecycle

Activity 4 Introduction: Terminating a Work


Relationship
Background

XX Susan Smith has resigned from the organization.

Use the bold text for the object names, replacing the XX with your initials or
terminal number, as indicated by your instructor.
You must have access to Oracle Fusion Application InFusion database or
comparable training or test instance at your site, on which to complete this
practice.

Activity Scope
You must terminate the work relationship of XX Susan Smith, whom you hired in an
earlier activity. Use the following information to help you complete the activity:
Note: Use default values unless otherwise indicated.

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Termination Action: Resignation


Termination Date: current date
Hide Termination: No
Recommended for Rehire: Yes
Processing Option: Immediate

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Requirements

Lesson 9: Manage Workforce Lifecycle

Activity 4: Terminating a Work Relationship


In this activity, you terminate a person's work relationship.
Start Here
Home work area, Welcome tab.
1. In the global area Navigator menu, select Person Management.
Location: Search Person page

Oracle Internal & Oracle Academy Use Only

Searching for the Person


2. In the Search section Name field, enter XX Susan Smith.
3. Click Search.
4. In the Search Results section, click XX Susan Smith
Location: Person Management work area
Information
The Person Management work area enables you to manage all stages of a
worker's association with the enterprise, from creating employment through
termination of work relationships.
Terminating the Work Relationship
5. Click the Manage Work Relationship link.
Location: Manage Work Relationship: XX Susan Smith page
Information
You use the Manage Work Relationship page to edit or terminate a work
relationship.
6. On the toolbar, in the Actions menu, select Terminate
.
7. In the Termination Action field, select Resignation.
8. Retain the current date in the Termination Date field.
9. Retain No as the selection for Hide Termination.
10. You want to revoke Susan's user access only after the termination becomes
effective. Retain After termination as the selection for Revoke User Access, in

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the User Access region.


11. Retain Yes as the selection for Recommended for Rehire.
12. Click Review.
Location: Review Terminate Work Relationship page
13. Review the information entered so far.

15. You want to process the termination immediately so retain Immediate as the
selection for Processing Options.
Location: Warning dialog box
16. Click Yes.
Location: Confirmation dialog box
17. Click OK.
Location: Search Person page
Verifying the Termination
18. On the Search Person page, search for XX Susan Smith by entering a future
effective date. The search returns no rows, indicating that the person's work
relationship is terminated.At this point, you should have terminated XX Susan
Smith's work relationship.

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14. Click Submit.

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Lesson 9: Manage Workforce Lifecycle

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Lesson 10: Maintain Worker Directories

Lesson 10: Maintain Worker Directories

Demonstration Background
You want to change the marital status of an employee.
Demonstration Scope
Search for the person Andrew Moore in the person gallery and change the person's
marital status.
Demonstration Steps
Start Here
Home work area, Welcome tab
1. In the global area Navigator menu, select Person Gallery.
Location: Search Person tab
2. In the Keywords field, enter Andrew Moore.
3. Click Search.
4. In the Search Results section, click Andrew Moore.
Location: Andrew Moore portrait page.
Information
You are in Andrew Moore's portrait; you can initiate any (available) actions for the
person from here. The available actions depend on the security privileges. For
example, you have more detailed access if you are designated as the person's
human resources administrator.

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Person Gallery and Portrait


Demonstration: Person Search

Lesson 10: Maintain Worker Directories

5. Scroll down to the Actions pane in the regional area.


6. Click Change Marital Status.
Location: Change Marital Status page
Information
The effective start date is the current date by default.
7. In the Marital Status field, select Legally separated.
8. Click Submit.

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Location: Warning dialog box


9. Click Yes.
Location: Confirmation dialog box
10. Click OK.

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Lesson 10: Maintain Worker Directories

Activity 1 Introduction: Line Manager Self-Service


Background
XX Andrew Robinson has acquired the Project Management Professional certification.

Use the bold text for the object names, replacing the XX with your student
number, as indicated by your instructor.

You must have access to Oracle Fusion Application InFusion database or


comparable training or test instance at your site, on which to complete this
practice.

Activity Scope
As XX Andrew Robinson's line manager, update his qualifications.

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Requirements

Lesson 10: Maintain Worker Directories

Activity 1: Line Manager Self-Service


In this activity, you update the qualifications of your worker.
Start Here
Home work area, Welcome tab (default view after sign in).
1. In the global area Navigator menu, select Person Gallery.

2. Click the Organization Chart tab.


Location: Organization Chart page
Information
The organization chart presents a hierarchical view of people in the manager's
organization.
3. Expand the chart to display your worker XX Andrew Robinson in the hierarchy.
4. Click XX Andrew Robinson.
Location: XX Andrew Robinson portrait page
Information
As XX Andrew Robinson's line manager, you can view a version of the worker's
portrait that is more detailed than the public version of the worker's portrait.
5. Go to and click the Experience and Qualifications card.
Location: Education and Qualifications section
6. Click Edit Skills and Qualifications.
Location: Skills and Qualifications tab
7. In the Content Type field, select Licenses and Certifications.
8. Click the Add icon button.
9. Search for and select Project Management Professional Certification.
10. Enable Renewal Required.
11. In the Issue Date field, enter the current date.

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Location: Person Gallery page

Lesson 10: Maintain Worker Directories

12. Click OK.


13. Click Submit.
Location: Warning dialog box
14. Click Yes.
Location: Confirmation dialog box

Location: __
At this point, you should have updated the qualifications of the worker XX Andrew
Robinson.

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15. Click OK.

Lesson 10: Maintain Worker Directories

Activity 2 Introduction: Worker Self-Service


Background
Proof is required for extended absences.

Use the bold text for the object names, replacing the XX with your student
number, as indicated by your instructor.

You must have access to Oracle Fusion Application InFusion database or


comparable training or test instance at your site, on which to complete this
practice.

Oracle Internal & Oracle Academy Use Only

Requirements

Activity Scope
Sign in to your portrait and submit your medical report as a proof of your absence.

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Lesson 10: Maintain Worker Directories

Activity 2: Worker Self-Service


In this activity, you submit your medical report by accessing your portrait.
Start Here
Home work area, Welcome tab (default view after sign in).
1. In the global area Navigator menu, select Person Gallery.

2. Click the My Portrait tab.


Information
The My Portrait page displays information about you and enables you to initiate
various actions.
3. Go to and click the Personal and Employment portrait card (using the right
arrow).
Location: Personal and Employment section
4. On the Document Records section toolbar, click the Create icon button.
Location: Create Document Record dialog box
5. In the Type field, select Medical Reports.
6. In the Document Name field, enter Absence Medical Report.
7. In the From Date field. enter todays date.
8. In the Issuing Authority field, enter Dr. Kate Williams.
9. On the toolbar, click Add Attachments.
Location: Attachments dialog box
10. In the Type field, select Text.
11. In the File Name or URL field, enter the text Test medical report.
Note:You are entering sample text for the purpose of completing this activity.
You would typically attach a scanned copy of a medical report or enter a file URL
if the report is available online.

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Location: Person Gallery page

Lesson 10: Maintain Worker Directories

12. In the Description field, enter Medical Report Summary.


13. Click OK.
Location: Create Document Record dialog box
14. Click Ok.

Oracle Internal & Oracle Academy Use Only

At this point, you should have submitted your medical report by logging in to your
portrait.

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Lesson 10: Maintain Worker Directories

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Lesson 11: Define Workforce Profiles

Lesson 11: Define Workforce Profiles


Set Up Talent Profile Content
Profile Content
Key Concepts:
Content Library
Content Types
Content Items
Educational Establishments
Rating Models

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Lesson 11: Define Workforce Profiles

Demonstration: Content Types

Show the predefined content types, and discuss the attributes for each property.

Demonstration Steps
Start Here
Setup and Maintenance work area, Implementation Projects: XX Workforce
Deployment page
1. In the Search: Tasks pane Name field, enter Manage Profile Content Types.
2. Click the Search icon button.
3. In the Manage Profile Content Types task row, click Go to Task.
Location: Manage Profile Content Types page
4. Review the predefined content types.
5. Select the Competencies content type.
6. Click Edit.
Information
Some of the properties and attributes for predefined content types cannot be
changed.
7. Click the Relationships tab.
8. Click the Subscribers tab.
9. Click Cancel.
Location: Implementation Projects: XX Workforce Deployment page

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Demonstration Scope

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Lesson 11: Define Workforce Profiles

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Lesson 11: Define Workforce Profiles

Demonstration: Content Items

Go to the Manage Content Items task and show how the properties defined in the
content type determine the fields for the content items for that type, and the attributes of
those fields.
Demonstration Steps
Start Here
Setup and Maintenance work area, Implementation Projects: XX Workforce
Deployment page
1. In the Search: Tasks pane Name field, enter Manage Profile Content Items.
2. Click the Search icon button.
3. In the Manage Profile Content Items task row, click Go to Task.
Location: Manage Profile Content Items page
4. Show the predefined content items for the Competency content type.
5. Select one of the content items.
6. Click Edit.
Location: Edit Content Item page
7. Show the fields and their attributes.
8. Click Cancel.
Location: Manage Profile Content Items page

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Demonstration Scope

Lesson 11: Define Workforce Profiles

Demonstration Scope
View the Profile Educational Establishments and how to add the college, university, or
other schools content type.
Demonstration Steps
Start Here
Setup and Maintenance work area, Implementation Projects: XX Workforce
Deployment page
These task lists are expanded: Workforce Deployment - Define Common
Applications Configuration for Human Capital Management - ___
1. In the Manage Educational Establishments task row, click Go to Task.
Location: Manage Educational Establishments page
2. On the toolbar, click the Create icon button.
Location: Create Educational Establishment page
3. Review the required fields.
4. Click Cancel.
Location: Manage Educational Establishments page
5. Point out the various fields now in summary format.

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Demonstration: Educational Establishments

Lesson 11: Define Workforce Profiles

Demonstration: Rating Models

Go to the Manage Rating Models task and compare the predefined rating models.
Demonstration Steps
Start Here
Setup and Maintenance work area, Implementation Projects: XX Workforce
Deployment page
1. In the Search: Tasks pane Name field, enter Manage Profile Rating Models.
2. Click the Search icon button.
3. In the Manage Profile Rating Models task row, click Go to Task.
4. Location: Manage Rating Models page
5. Review the predefined models.
6. Select the Performance model.
7. On the toolbar, click Edit.
Location: Edit Rating Model page
8. On the Rating Levels tab, show the available fields and their attributes.
9. Click the Review Points, Rating Categories, and Distributions tabs, reviewing
the fields and attributes for each in turn.
10. Click Cancel.
Location: Manage Profile Rating Models page

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Demonstration Scope

Lesson 11: Define Workforce Profiles

Set Up Talent Profiles


This section describes the following:
Profile types
Instance qualifiers

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Lesson 11: Define Workforce Profiles

Demonstration: Profile Types

Go to the Edit Profile Type page and discuss the key concepts for these areas:

Content sections

Summary text

Demonstration Steps
Start Here
Setup and Maintenance work area, Implementation Projects: XX Workforce
Deployment page
These task lists are expanded: Workforce Deployment - Define Common
Applications Configuration for Human Capital Management - ___
1. In the Manage Profile Types task row, click Go to Task.
Location: Manage Profile Types page
2. Search for and select the Person profile type.
3. On the Search Results toolbar, click the Edit icon button.
Location: Edit Profile Type page
4. Click the Competencies content section.
5. Click Competencies in the grid to access the section properties.
Location: Content Section page
6. Review the properties and section access options.

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Demonstration Scope

Lesson 11: Define Workforce Profiles

7. Click Cancel.
Location: Edit Profile Type page
8. Click the Summary tab.
9. Review the predefined text and the locations on which each text block appears.
10. Click Cancel.
Location: Manage Profile Types page

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11. Click Done.


Location: Implementation Projects: XX Workforce Deployment page

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Lesson 11: Define Workforce Profiles

Demonstration: Instance Qualifier Set

Go to the Edit Instance Qualifier Set page for the Potential instance qualifier set and
review the settings.
Demonstration Steps
Start Here
Setup and Maintenance work area, Implementation Projects: XX Workforce
Deployment page
These task lists are expanded: Workforce Deployment - Define Common
Applications Configuration for Human Capital Management - ___
1. In the Manage Instance Qualifiers task row, click Go to Task.
Location: Manage Instance Qualifier Sets page
2. Search for select the Potential instance qualifier set.
3. On the Search Results section toolbar, click the Edit icon button.
Location: Edit Instance Qualifier Set page
4. Review the following fields:
- Employee View
- Manager View
- Searchable
- Employee Default
- Manage Default

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Demonstration Scope

Lesson 11: Define Workforce Profiles

5. Click Cancel.
Location: Manage Instance Qualifier Sets page
6. Click Done.

Oracle Internal & Oracle Academy Use Only

Location: Implementation Projects: XX Workforce Deployment page

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139

Lesson 11: Define Workforce Profiles

Demonstration: Where Instance Qualifier Sets Are


Used

Viewing instance qualifiers in use within the application


Scope
Sign in as Linda.Swift and go to the portrait of one of her direct reports, Jack Fisher in
the Person Gallery. Show how to can view and edit a worker's ratings for:

Performance

Potential

Risk and Impact of Loss

Demonstration Steps
1. Sign in to Oracle Fusion HCM as Linda.Swift.
2. In the global area Navigator menu, select more....
3. Select Person Gallery.
Location: Person Gallery tab
4. In the Keywords field, enter Jack Fisher.
5. Select Jack Fisher to open his portrait.
6. Maximize the Career Planning card for Jack Fisher.
7. On the Talent Ratings section toolbar, c lick the Edit icon button.

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Demonstration Scope

Lesson 11: Define Workforce Profiles

Location: Edit Talent Ratings page


8. Review the scores and ratings that you can edit for:
- Performance
- Potential
- Risk and impact of loss

9. Sign out of Oracle Fusion HCM.


Managers and HR specialists can enter ratings for workers directly on this portrait card,
but these ratings can also be changed during a talent review meeting and on a
performance document. Instance qualifier sets are used to identify where the rating
was given.

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- Advancement readiness

Lesson 11: Define Workforce Profiles

Background
InFusion Corporation provides many opportunities for workers to volunteer for projects
that support community service, environmental responsibility, and community
leadership. Therefore, leaders at InFusion Corporation ask the implementation team to
design a way for workers to track the following types of corporate citizenship activities
that they participate in:

Social Responsibility

Environmental Responsibility

State Citizenship

Requirements

Use the bold text for the object names, replacing the XX with your student
number, as indicated by your instructor.

You must have access to Oracle Fusion Application InFusion database or


comparable training or test instance at your site, on which to complete this
practice.

Activity Scope
Create a new content type for corporate citizenship, which you will later added to the
Person profile type so that workers can then add the new content section to their profile
and enter comments to describe their corporate citizenship activities.
Use the following decision table below to help you create the content type:

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Activity 1 Introduction: Creating a New Content Type


and Items

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Lesson 11: Define Workforce Profiles

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143

Lesson 11: Define Workforce Profiles

Activity 1: Creating a New Content Type


In this activity, you create a new content type.

Start Here
Setup and Maintenance work area Implementation Project: XX Workforce
Deployment page

1. In the Manage Profile Content Types task row, click Go to Task.


Location: Manage Content Types page
2. On the Search Results section toolbar, click Create.
Location: Create Content Type page
3. In the Code field, enter XX Citizenship.
4. In the Name field, enter XX Corporate Citizenship.
5. In the Description field, enter Content type to track corporate citizenship
activities.
6. On the Field Properties section toolbar, click Add.
7. In the Field Name field, select ITEM_DATE_1.
8. In the Label field, enter Date of Participation.
9. On the Field Properties section toolbar, click Add.
10. In the Field Name field, select ITEM_TEXT_20.
11. In the Label field, enter Project Name.
12. Click Save.
Location: Confirmation dialog box
13. Click OK.

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These task lists are expanded: Workforce Deployment - Define Common


Applications Configuration for Human Capital Management - Define Workforce
Profiles - Define Talent Profile Content.

Lesson 11: Define Workforce Profiles

Location: Edit Content Type page


14. Click the Subscribers tab.
15. On the toolbar, click Add.
16. In the Subscriber Name field, select TM.
17. On the toolbar, click Add again.

Oracle Internal & Oracle Academy Use Only

18. In the Subscriber Name field, select HRMS.


19. Click Save and Close.
Location: Manage Content Types page
20. Click Done.
Location: Implementation Project: XX Workforce Deployment page
21. In the Manage Profile Content Types task row, click the Status icon button.
Location: Edit Status dialog box
22. In the Status field, select Completed.
23. Click Save and Close.
Location: Implementation Project: XX Workforce Deployment page
At this point, you should have created the XX Corporate Citizenship content type.

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145

Lesson 11: Define Workforce Profiles

Activity 2 Introduction: Creating Content Items

InFusion Corporation provides many opportunities for workers to volunteer for projects
that support community service, environmental responsibility, and community
leadership. Therefore, leaders at InFusion Corporation ask the implementation team to
design a way for workers to track the following types of corporate citizenship activities
that they participate in:

Social responsibility

Environmental responsibility

State citizenship

Requirements

Use the bold text for the object names, replacing the XX with your student
number, as indicated by your instructor.

You must have access to Oracle Fusion Application InFusion database or


comparable training or test instance at your site, on which to complete this
practice.

Activity Scope
Create new content items for corporate citizenship so that you can add the new content
type to the person profile type. Workers can then add the new content section to their
profile, and enter comments to describe their corporate citizenship activities.

146

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Background

Lesson 11: Define Workforce Profiles

Activity 2: Creating Content Items


In this activity, you create a new content type.

Start Here
Setup and Maintenance work area Implementation Project: XX Workforce
Deployment page

1. In the Manage Profile Content Items task row, click Go to Task.


Location: Manage Content Items page
2. On the Search Results section toolbar, click Create.
Location: Create Content Item dialog box
3. In the Content Type field, select XX Corporate Citizenship.
4. In the Content Item field, enter Environmental Responsibility.
5. Click Continue.
Location: Create Content Item page
Information
Use the Create Content Item page to enter the details for the content item, based
on the field properties that you set up for the content item.
6. In the Item Code field, enter Env.
7. Click Save and Close
Location: Manage Content Items page
8. Repeat the previous steps to create the remaining content items.
- Content Item: Social Responsibility; Item Code: Social
- Content Item: State Citizenship; Item Code: State Ctznshp
9. Click Done.

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These task lists are expanded: Workforce Deployment - Define Common


Applications Configuration for Human Capital Management - Define Workforce
Profiles - Define Talent Profile Content.

Lesson 11: Define Workforce Profiles

Location: Implementation Projects: XX Workforce Deployment page


10. In the Manage Profile Content Items task row, click the Status icon button.
Location: Edit Status dialog box
11. In the Status field, select Completed.
12. Click Save and Close.

At this point, you should have created the Environmental Responsibility, Social
Responsibility, and State Citizenship content items for the Corporate Citizenship content
type.

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Location: Implementation Projects: XX Workforce Deployment page

Lesson 11: Define Workforce Profiles

Activity 3 Introduction: Adding a New Content Type to


the Person Profile Type

InFusion Corporation provides many opportunities for workers to volunteer for projects
that support community service, environmental responsibility, and community
leadership. Therefore, leaders at InFusion Corporation ask the implementation team to
design a way for workers to track the following types of corporate citizenship activities
that they participate in:

Social Responsibility

Environmental Responsibility

State Citizenship

Requirements

Use the bold text for the object names, replacing the XX with your student
number, as indicated by your instructor.

You must have access to Oracle Fusion Application InFusion database or


comparable training or test instance at your site, on which to complete this
practice.

Activity Scope
Add the new XX Corporate Citizenship content type and content items to the Person
profile type so that workers can then add the new content section to their profile, and
enter comments to describe their corporate citizenship activities.

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Background

Lesson 11: Define Workforce Profiles

Activity 3: Adding a New Content Type to the Person


Profile Type
In this activity, you create a new content type.

These task lists are expanded: Workforce Deployment - Define Common


Applications Configuration for Human Capital Management - Define Workforce
Profiles - Define Talent Profiles.
1. In the Manage Profile Types task row, click Go to Task.
Location: Manage Profile Types page
2. In the Search Results section, select PERSON.
3. On the toolbar, click Edit.
Location: Edit Profile Type page
4. In the Content Sections section toolbar, click Add Content Section.
5. Location: Add Content Section dialog box
6. Click XX Corporate Citizenship.
Location: Edit Profile Type page
7. In the Content Sections section, click XX Corporate Citizenship.
Location: Content Section page
Information
Use the Content Section page to edit the properties of the content section.
Some properties are inherited from the content type, but you must add additional
properties that are more suitable for how the content section appears on a
profile, as opposed to how you want to capture information for the content type in
the content library.
8. On the Content Properties section toolbar, click Add.

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Start Here
Setup and Maintenance work area Implementation Project: XX Workforce
Deployment page

Lesson 11: Define Workforce Profiles

9. In the Column Name field, select ITEM_DATE_1.


10. In the Label field, enter Date of Participation.
11. In the Display field, select Both.
12. On the toolbar, click Add button.
13. In the Column Name field, select ITEM_TEXT240_1.

15. In the Display field, select Both.


Information
In the Content Section Access section, set up access for employees to be able to
edit the section, and for managers and HR specialists to view it.
16. On the Content Section Access section toolbar, click Add.
17. In the Role field, select Employee.
18. Select Update.
19. On the toolbar, click Add.
20. In the Role field, select HR Specialist.
21. Select Update.
22. Click OK.
Location: Edit Profile Type page
23. Click Save and Close.
Location: Manage Profile Types page
24. Click Done.
Location: Implementation Projects: XX Workforce Deployment page
25. In the Manage Profile Content Types task row, click the Status icon button.
Location: Edit Status dialog box

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14. In the Label field, enter Description of Participation.

Lesson 11: Define Workforce Profiles

26. In the Status field, select Completed.


27. Click Save and Close.
Location: Implementation Projects: XX Workforce Deployment page

Oracle Internal & Oracle Academy Use Only

At this point, you should have added the XX Corporate Citizenship content section to
the Person profile type.

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Lesson 11: Define Workforce Profiles

Activity 4 Introduction: Adding the New Content


Section to a Profile

InFusion Corporation provides many opportunities for workers to volunteer for projects
that support community service, environmental responsibility, and community
leadership. Therefore, leaders at InFusion Corporation ask the implementation team to
design a way for workers to track the following types of corporate citizenship activities
that they participate in:

Social Responsibility

Environmental Responsibility

State Citizenship

Requirements

Use the bold text for the object names, replacing the XX with your student
number, as indicated by your instructor.

You must have access to Oracle Fusion Application InFusion database or


comparable training or test instance at your site, on which to complete this
practice.

Activity Scope
Add the new content section to a worker profile and enter comments to describe the
worker's corporate citizenship activities.

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Background

Lesson 11: Define Workforce Profiles

Activity 4: Adding the New Content Section to a


Profile
In this activity, you add the new content section to a worker profile.

Start Here
Home work area, Welcome page

2. Select Person Gallery.


Location: Person Gallery page
3. Click the My Portrait tab.
Information
You add new content sections to the Experience and Qualifications card.
4. Find and select the Experience and Qualifications card.
5. In the Skills and Qualifications section, click the Edit icon button.
Location: Edit Skills and Qualifications page
6. In the Content Type field, select XX Corporate Citizenship.
7. Click Add.
Location: Select and Add dialog box
8. In the Name field, enter Social.
9. Click Search.
10. Click OK.
Location: Edit Skills and Qualification page
Information
The content item, Social Responsibility was added to Curtis's profile.
He can now enter details about the social responsibility activities in which he
participates.

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1. In the global area Navigator menu, select more >>.

Lesson 11: Define Workforce Profiles

11. Repeat these steps for the other two content items that you created for the XX
Corporate Citizenship content type.
12. When you are finished, click Submit.
Location: Warning dialog box
13. Click Yes.
Location: Confirmation dialog box
14. Click OK.

Oracle Internal & Oracle Academy Use Only

Location: My Portrait tab


At this point, you should have included the XX Corporate Citizenship on Curtis's
Experience and Qualifications card.

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Lesson 11: Define Workforce Profiles

156

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Lesson 12: Define Security for HCM

Lesson 12: Define Security for HCM

Oracle Internal & Oracle Academy Use Only

There are no demonstrations or activities for this


lesson

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Lesson 12: Define Security for HCM

158

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Lesson 13: Define Data Security for HCM

Lesson 13: Define Data Security for HCM

Background
HR specialists in the Organizational Development US department who are based in
Chicago, are undertaking a special project to review the skills and experience of all
contingent workers in the HCM US department and all departments under HCM US in
the InFusion department hierarchy. Any contingent workers in the Organizational
Development US department are not in scope.
Requirements

Use the bold text for the object names, replacing the XX with your student
number, as indicated by your instructor.

You must have access to Oracle Fusion Application InFusion database or


comparable training or test instance at your site, on which to complete this
practice.

Activity Scope
Create an organization security profile that identifies the relevant instance set of
departments for this exercise. The instance set comprises HCM US and all departments
under it in the department hierarchy, except the department Organizational
Development US.

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Manage Organization and Position Security Profiles


Activity 1 Introduction: Creating an Organization
Security Profile

Lesson 13: Define Data Security for HCM

Activity 1: Creating an Organization Security Profile


In this activity, you create a organization security profile.

These task lists are expanded: Workforce Deployment - Define Common


Applications Configuration for Human Capital Management - Define Security for
Human Capital Management - Define Data Security for Human Capital
Management
1. In the Manage Organization Security Profile task row, click Go to Task.
Location: Manage Organization Security Profiles page
2. On the Search Results section toolbar, click the Create icon button.
3. Location: Create Organization Security Profile page
4. In the Basic Details section Name field, enter XX HCM US Departments - Not
Organizational Development US.
5. In the Organization Hierarchy section, select Secure by Organization
Hierarchy.
6. In the Organization Hierarchy section Tree Structure radio group, select
Department hierarchy.
7. In the Department Tree field, select InFusion Department Tree.
8. In the Top Organization Selection radio group, keep Specify organization
selected.
9. In the Organization field, search for and select HCM US.
10. Select Include Top Organization.
11. In the Organizations section, select Secure by Organization List.
12. On the toolbar, click the New icon button.
13. In the Organization field, select Search.

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Start Here
Setup and Maintenance work area Implementation Project: XX Workforce
Deployment page

Lesson 13: Define Data Security for HCM

14. Location: Search and Select: Organization dialog box


15. In the Organization field, enter Organizational%.
16. In the Classification Name field, enter Department.
17. Click Search.
18. Select Organizational Development US.
19. Click OK.

Oracle Internal & Oracle Academy Use Only

Location: Create Organization Security Profile page


20. In the Organizations section Organizational Development US row, select
Exclude.
21. Click Save and Close.
22. Location: Manage Organization Security Profiles page
23. Click Done.
Location: Implementation Projects: XX Workforce Deployment page
24. In the Manage Organization Security Profile task row, click the Status icon
button.
Location: Edit Status dialog box
25. In the Status field, select Completed.
26. Click Save and Close.
Location: Implementation Projects: XX Workforce Deployment page

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161

Lesson 13: Define Data Security for HCM

Background
HR specialists in the Organizational Development US department who are based in
Chicago, are undertaking a special project to review the skills and experience of all
contingent workers in the HCM US department and all departments under HCM US in
the InFusion department hierarchy. Any contingent workers in the Organizational
Development US department are not in scope.
Requirements

Use the bold text for the object names, replacing the XX with your student
number, as indicated by your instructor.

You must have access to Oracle Fusion Application InFusion database or


comparable training or test instance at your site, on which to complete this
practice.

Activity Scope
Create a person security profile that identifies the relevant instance set of person
records for this exercise. The instance set comprises all contingent workers in HCM US
and all departments under it in the department tree, except those in the department
Organizational Development US.

162

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Manage Person and Public Person Security Profiles


Activity 2 Introduction: Creating a Person Security
Profile

Lesson 13: Define Data Security for HCM

Activity 2: Creating a Person Security Profile


In this activity, you create a person security profile.

These task lists are expanded: Workforce Deployment - Define Common


Applications Configuration for Human Capital Management - Define Security for
Human Capital Management - Define Data Security for Human Capital
Management
1. In the Manage Person Security Profile task row, click Go to Task.
Location: Manage Person Security Profiles page
2. On the Search Results section toolbar, click the Create icon button.
Location: Create Person Security Profile page
3. In the Name field, enter XX HCM US Contingent Workers - Not Organizational
Development US.
4. In the Person Types section, select Secure by Person Type.
5. On the Person Types section toolbar, click the New icon button.
6. In the System Person Type field, select Contingent Worker.
7. In the Access field, select Restricted.
8. In the Workforce Structures section, select Secure by Department.
9. In the Secure by Department field, select the XX HCM US Departments - Not
Organizational Development US.
10. Click Save and Close.
Location: Manage Person Security Profiles page
11. Click Done.
Location: Implementation Projects: XX Workforce Deployment page

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Start Here
Setup and Maintenance work area Implementation Project: XX Workforce
Deployment page

Lesson 13: Define Data Security for HCM

12. In the task Manage Person Security Profile task row, click the Status icon
button.
Location: Edit Status dialog box
13. In the Status field, select Completed.
14. Click Save and Close.

At this point, you should have created the XX HCM US Contingent Workers - Not
Organizational Development USperson security profile.

164

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Location: Implementation Projects: XX Workforce Deployment page

Lesson 13: Define Data Security for HCM

Manage HCM Data Roles


Activity 3 Introduction: Creating an HCM Data Role

HR specialists in the Organizational Development US department who are based in


Chicago, are undertaking a special project to review the skills and experience of all
contingent workers in the HCM US department and all departments under HCM US in
the InFusion department hierarchy. Any contingent workers in the Organizational
Development US department are not in scope.
Requirements

Use the bold text for the object names, replacing the XX with your student
number, as indicated by your instructor.

You must have access to Oracle Fusion Application InFusion database or


comparable training or test instance at your site, on which to complete this
practice.

Activity Scope
Create an HCM data role that provides HR specialists with the access to contingent
worker records that they require for this activity.

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Background

Lesson 13: Define Data Security for HCM

Activity 3: Creating an HCM Data Role


In this activity, you create an HCM data role.

These task lists are expanded: Workforce Deployment - Define Common


Applications Configuration for Human Capital Management - Define Security for
Human Capital Management - Define Data Security for Human Capital
Management
1. In the Manage Data Role and Security Profiles task row, click Go to Task.
Location: Manage HCM Data Roles page
2. On the Search Results section toolbar, click the Create icon button.
Location: Create Data Role: Select Role page
3. In the Data Role field, enter XX HR Specialist HCM US CWK Analysis.
4. In the Job Role field, search for and select Human Resource Specialist.
5. Click Next.
Location: Create Data Role: Security Criteria page
Information
You can either select an existing security profile for each HCM business object or
create a new security profile.
To create a new security profile, you select the Create New value from the list of
security profiles for an HCM business object, enter the security profile name, and
select the criteria by which you want to secure the object.
In this activity, you select existing security profiles for each HCM business object.
6. In the Organization Security Profile field, select View All Organizations.
7. In the Position section Position Security Profile field, select View All
Positions.
8. In the Countries section Country Security Profile field, select View All
Countries.

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Start Here
Setup and Maintenance work area Implementation Project: XX Workforce
Deployment page

Lesson 13: Define Data Security for HCM

9. In the Legislative Data Group section LDG Security Profile field, select US
LDG.
10. In the Person section Person Security Profile field, select Search.
Location: Search and Select: Person Security Profile dialog box
11. In the Name field, enter XX HCM%.

13. Select XX HCM US Contingent Workers - Not Organizational Development


US.
14. Click OK.
Location: Create Data Role: Security Criteria page
15. In the Public Person section Person Security Profile field, select View All
Workers.
16. In the Document Type section Document Type Security Profile field, select
View All Document Types.
17. In the Payroll section Payroll Security Profile field, select View All Payrolls.
18. In the Payroll Flow section Flow Pattern Security Profile field, select View All
Flows.
19. In the Workforce Business Process section Workforce Business Process
Security Profile field, select View All Workforce Business Processes.
Note: Workforce business process security profiles are supported from Release
6 (11.1.6) onwards. However, you must select a value for this security profile to
proceed further in the activity.
20. Click Review.
Location: Create Data Role: Review page
21. Review the details of the new HCM data role
22. Click Submit.
Location: Manage HCM Data Roles page
23. Click Done.

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12. Click Search.

Lesson 13: Define Data Security for HCM

Location: Implementation Projects: XX Workforce Deployment page


24. In the Manage Data Role and Security Profiles task row, click the Status icon
button.
Location: Edit Status dialog box
25. In the Status field, select Completed.
26. Click Save and Close.

At this point, you should have created the XX HR Specialist HCM US CWK Analysis
HCM data role.

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27. Location: Implementation Projects: XX Workforce Deployment page

Lesson 13: Define Data Security for HCM

Manage Role Mappings


Activity 4 Introduction: Role Mapping to Autoprovision
Roles
Background

Oracle Internal & Oracle Academy Use Only

All InFusion employees must have the Employee abstract role.


Requirements

Use the bold text for the object names, replacing the XX with your student
number, as indicated by your instructor.

You must have access to Oracle Fusion Application InFusion database or


comparable training or test instance at your site, on which to complete this
practice.

Activity Scope
Create a role mapping to provision the Employee role automatically to all InFusion
employees.

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

169

Lesson 13: Define Data Security for HCM

Activity 4: Role Mapping to Autoprovision Roles


In this activity, you create a new role mapping.
Start Here
Setup and Maintenance work area Implementation Project: XX Workforce
Deployment page

1. In the Manage HCM Role Provisioning Rules task row, click Go to Task.
Location: Manage Role Mappings page
2. On the Search Results section toolbar, click the Create icon button.
Location: Create Role Mapping page
3. In the Mapping Name field, enter XX InFusion All Employees.
4. In the Conditions section Assignment Type field, select Employee value in
the Assignment Type.
5. In the Assignment Status field, select Active.
6. In the Associated Roles section toolbar, click the Add Row icon button.
7. In the Role Name field, search for and select Employee.
8. Confirm that in the Employee row, Autoprovision is selected.
9. Click Save and Close.
Location: Confirmation dialog box
10. Click OK.
Location: Manage Role Mappings page
11. Click Done.
Location: Implementation Projects: XX Workforce Deployment page

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These task lists are expanded: Workforce Deployment - Define Common


Applications Configuration for Human Capital Management - Define Security for
Human Capital Management - Define Users for Human Capital Management

Lesson 13: Define Data Security for HCM

12. In the Manage HCM Role Provisioning Rules task row, click the Status icon
button.
Location: Edit Status dialog box
13. In the Status field, select In Progress.
14. Click Save and Close.
Location: Implementation Projects: XX Workforce Deployment page

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

Oracle Internal & Oracle Academy Use Only

At this point, you should have created the XX InFusion All Employees role mapping.

171

Lesson 13: Define Data Security for HCM

Activity 5 Introduction: Role Mapping to Provision


Roles to Other Users
Background

Requirements

Use the bold text for the object names, replacing the XX with your student
number, as indicated by your instructor.

You must have access to Oracle Fusion Application InFusion database or


comparable training or test instance at your site, on which to complete this
practice.

Activity Scope
Create a role mapping to enable HR specialists in the Benefits US department to
provision the predefined Benefits Administrator role to other workers.

172

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HR Specialists in the Benefits US department who are also employees need to be able
to provision the role Benefits Administrator to other workers. The number of benefits
administrators is small, and not all workers in Benefits US need the role.

Lesson 13: Define Data Security for HCM

Activity 5: Role Mapping to Provision Roles to Other Users


In this activity, you create a new role mapping.
Start Here
Setup and Maintenance work area Implementation Project: XX Workforce
Deployment page

Oracle Internal & Oracle Academy Use Only

These task lists are expanded: Workforce Deployment - Define Common


Applications Configuration for Human Capital Management - Define Security for
Human Capital Management - Define Users for Human Capital Management
1. In the Manage HCM Role Provisioning Rules task row, click Go to Task.
Location: Manage Role Mappings page
2. On the Search Results section toolbar, click the Create icon button.
Location: Create Role Mapping page
3. In the Mapping Name field, enter XX HR Specialists Benefits US.
4. In the Conditions section Department, search for and select Benefits US.
5. In the Job field, search for and select Human Resources Specialist.
6. Click the Assignment Type field, select Employee.
7. In the Assignment Status field, select Active.
8. In the Associated Roles section toolbar, click the Add Row icon button.
9. In the Role Name field, search for and select Benefits Administrator.
10. In the Benefits Administrator row, select Requestable.
11. Deselect Autoprovision.
12. Click Save and Close.
Location: Confirmation dialog box
13. Click OK.
Location: Manage Role Mappings page

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14. Click Done.


Location: Implementation Projects: XX Workforce Deployment page
15. In the Manage HCM Role Provisioning Rules task row, click the Status icon
button.
Location: Edit Status dialog box
16. In the Status field, select In Progress.

Location: Implementation Projects: XX Workforce Deployment page


At this point, you should have created the XX HR Specialists Benefits US role mapping
and associated provisioning rules.

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17. Click Save and Close.

Lesson 13: Define Data Security for HCM

Activity 6 Introduction: Role Mapping for SelfRequestable Roles

In the previous activity, you created a role mapping to enable HR Specialists in the
Benefits US department to provision the role Benefits Administrator to other workers. To
reduce the workload of HR Specialists and avoid delays in provisioning the role, it has
since been decided that employees should be able to request this role for themselves.
Requirements

Use the bold text for the object names, replacing the XX with your student
number, as indicated by your instructor.

You must have access to Oracle Fusion Application InFusion database or


comparable training or test instance at your site, on which to complete this
practice.

Activity Scope
Create a role mapping to enable all employees in the Benefits US department to
request the Benefits Administrator role.

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Background

Lesson 13: Define Data Security for HCM

Activity 6: Role Mapping for Self-Requestable Roles


In this activity, you create a new role mapping.
Start Here
Setup and Maintenance work area Implementation Project: XX Workforce
Deployment page

1. In the Manage HCM Role Provisioning Rules task row, click Go to Task.
Location: Manage Role Mappings page
2. On the Search Results section toolbar, click the Create icon button.
Location: Create Role Mapping page
3. In the Mapping Name field, enter XX Benefits US Workers.
4. In the Conditions section Department field, search for and select Benefits US.
5. In the Conditions section Assignment Type field, select Employee.
6. In the Assignment Status field, select Active.
7. In the Associated Roles section toolbar, click the Add Row icon button.
8. In the Role Name field, search for and select Benefits Specialist.
9. In the Benefits row, select Self-requestable.
10. Deselect Autoprovision.
11. Click Save and Close.
Location: Confirmation dialog box
12. Click OK.
Location: Manage Role Mappings page
13. Click Done.

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These task lists are expanded: Workforce Deployment - Define Common


Applications Configuration for Human Capital Management - Define Security for
Human Capital Management - Define Users for Human Capital Management

Lesson 13: Define Data Security for HCM

Location: Implementation Projects: XX Workforce Deployment page


14. In the Manage HCM Role Provisioning Rules task row, click the Status icon
button.
Location: Edit Status dialog box
15. In the Status field, select Completed.
16. Click Save and Close.

At this point, you should have created the XX Benefits US Workers role mapping and
associated provisioning rules.

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Location: Implementation Projects: XX Workforce Deployment page

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Lesson 13: Define Data Security for HCM

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Lesson 14: Define Approval Management for HCM

Lesson 14: Define Approval Management for HCM

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There are no demonstrations or activities for this


lesson

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Lesson 14: Define Approval Management for HCM

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Lesson 15: Define Workforce Records

Lesson 15: Define Workforce Records


Defining Availability
Demonstration: Managing Calendar Events

Oracle Internal & Oracle Academy Use Only

Demonstration Background

As a Human Resources (HR) specialist, you create and manage calendar events.
Demonstration Scope
Create a calendar event for the public holiday May Day.
Demonstration Scope
Start Here
Setup and Maintenance work area, Implementation Project: XX Workforce
Deployment page
These task lists are expanded: Workforce Deployment - Define Common HCM
Configuration - Define Workforce Records - Define Availability.
1. In the Manage Calendar Events row, click Go to Task.
Location: Manage Calendar Events page
2. Click Create.
Location: Create Calendar Event page
3. Click in the Name field. Enter XX May Day.
4. Click in the Code field. Enter XXM.
5. Click in the Category field. Select Public holiday.
Information
As you learned earlier in this lesson, a calendar event category identifies a group
of related calendar events.

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6. Click in the Start Date field. Select the current date.


7. Click in the End Date field. Select 1st December 2020.
8. Click in the Hierarchy Type field. Select Organization.
Information
As you learned earlier in the lesson, you use an organizational hierarchy to select
organizations to which the calendar event must apply to.

10. Select the InFusion Corporation row.


11. Click the Include button.
12. Click the Expand icon next to InFusion Corporation to view the entire
coverage.
13. Click Submit.
Location: Confirmation dialog box
14. Click Ok.

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9. Click in the Hierarchy field. Select InFusion Project Organization Hierarchy.

Lesson 15: Define Workforce Records

Demonstration: Managing Work Schedules


Demonstration Background

Demonstration Scope
Go to the Manage Work Schedules page and open an existing work schedule to learn
about its settings.
Demonstration Scope
Start Here
Setup and Maintenance work area, Implementation Project: XX Workforce
Deployment page
These task lists are expanded: Workforce Deployment - Define Common HCM
Configuration - Define Workforce Records - Define Availability.
1. In the Manage Work Schedules row, Click Go to Task.
Location: Manage Work Schedules page
2. In the Category field, select Work.
Note: We are searching for work schedules that belong to the Work category.
3. Click Search.
4. Click Regular Work Schedule.
Information
Notice that this work schedule belongs to the Time type, which indicates that the
schedule is composed of Time work patterns. Time patterns always have time
shifts that have a start time and end time. In this work schedule, the length of the
Standard Working Week - Office work pattern is seven days. This work schedule

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As a Human Resources (HR) specialist, you create and manage work schedules.

Lesson 15: Define Workforce Records

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starts from January 1, 2001 to January 1, 2020. The work pattern in the Patterns
region repeats itself during this period. As you learned earlier in this lesson, a
work schedule exception is an event that impacts the normal working pattern in a
work schedule. Notice that the Public Holiday calendar event category is added
as an exception to this work schedule. This means all calendar events that
belong to the selected category are automatically added as exceptions. Eligibility
profiles allow you to restrict the number of work schedules that appear when a
manager wants to select a schedule to assign to workers.

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Lesson 15: Define Workforce Records

Activity 1 Introduction: Creating a Work Schedule and


Adding an Exception
Background

Requirements

Use the bold text for the object names, replacing the XX with your student
number, as indicated by your instructor.

You must have access to Oracle Fusion Application InFusion database or


comparable training or test instance at your site, on which to complete this
practice

Activity Scope
Create calendar events, a workday schedule, and a work schedule as well as assign the
work schedule.

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InFusion Corporation wants you to create a six-month work schedule for the new Data
Center Operations department that is exclusively handling product maintenance queries
from customers in the UK.

Lesson 15: Define Workforce Records

Activity 1: Creating and Assigning a Work Schedule


In this activity, you create and assign a work schedule.
Start Here
Setup and Maintenance work area, Implementation Project: XX Workforce
Deployment page

Creating a Calendar Event Category


1. In the Manage Availability Lookups task row, Click Go To Task.
Location: Manage Availability Lookups page
2. Click the New icon button.
3. In the Lookup Code field, enter XX_TE.
4. In the Start Date field, enter 1/1/51.
5. In the Meaning field, enter XX Training Events.
6. Click Save and Close.
Location: Implementation Project: XX Workforce Deployment page
Creating a Calendar Event
1. In the Manage Calendar Events task row, click Go To Task.
Location: Manage Calendar Events page
2. Click the Create icon button.
Location: Create Calendar Event page
3. In the Name field, enter XX Worker Safety and Health Training.
4. In the Category field, select XX Training Events.
5. In the Start Date field, enter 3/12/2012 12:00 AM.

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These task lists are expanded: Workforce Deployment - Define Common HCM
Configuration - Define Workforce Records - Define Availability

Lesson 15: Define Workforce Records

Note:In this activity, the training event starts on March 12, 2012 and ends on
March 14, 2012.
6. In the End Date field, enter 3/14/2012 5:00 PM.
7. In the Short Code field, enter XXWSH.
8. Click Submit.
Location: Confirmation dialog box

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9. Click OK.
Location: Manage Calendar Events page
10. Click Done.
Location: Implementation Project: XX Workforce Deployment page
Creating a Work Shift
1. In the Manage Work Shifts task row, click Go to Task.
Location: Manage Work Shifts page
2. In the Create Time Shift field, select Create Time Shift.
Location: Create Time Shift dialog box
3. In the Name field, enter XX Day Shift.
4. In the Description field, enter 8-hour day-shift for employees.
5. In the Code field, enter XDS.
6. In the Start Time field, select 9.
7. In the Start Time field, select 00.
8. In the Duration field, enter 8.
9. In the Duration field, select Hours.
10. In the Shift Detail Type field, select None.

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11. Click Save and Close.


Location: Manage Work Shifts page
12. In the Create Time Shift field, select Create Time Shift.
Location Create Time Shift dialog box
13. In the Name field, enter XX Evening Shift.

15. In the Code field, enter XNS.


16. In the Start Time field, select 17.
17. In the Start Time field, select 00.
18. In the Duration field, enter 8.
19. In the Duration field, select Hours.
20. In the Shift Detail Type field, select None.
21. Click Save and Close.
Location: Manage Work Shifts page
22. Click Done.
Location: Implementation Project: XX Workforce Deployment page
Creating a Workday Pattern
1. In the Manage Work Workday Patterns row, click Go to Task.
Location: Manage Workday Patterns page
2. In the Create Time Workday Pattern field, select Create Time Workday
Pattern.
Location: Create Workday Pattern dialog box
3. In the Name field, enter XX Workday Pattern.
4. In the Length In Days field, enter 7.

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14. In the Description field, enter 8-hour evening-shift for employees.

Lesson 15: Define Workforce Records

5. On the toolbar, click the Add Row icon button.


6. In the Start Day field, enter 1.
7. In the End Day field, enter 3.
8. Click Search: Shift Name.
9. Click an entry in the XX Day Shift column.
10. On the toolbar, click the Add Row icon button.

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11. In the Start Day field, enter 4.


12. In the End Day field, enter 5.
13. Click Search: Shift Name.
14. Click an entry in the XX Evening Shift column.
15. Click Save and Close.
Location: Manage Work Workday Patterns page
16. Click Done.
Location: Implementation Project: XX Workforce Deployment page
Creating a Work Schedule
1. In the Manage Work Schedules task row, click Go to Task.
Location: Manage Work Schedules page
2. On the toolbar, click the Create icon button.
Location: Create Work Schedule page
3. In the Name field, enter XX Work Schedule.
4. In the Type field, select Time.
5. In the Effective from Date field, enter 1/2/2012.
6. In the Effective to Date field, enter 6/30/2012.

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Lesson 15: Define Workforce Records

7. In the Category field, select Work.


8. In the Patterns section toolbar, click the Add Row icon button.
Note: You must add the pattern that you created earlier.
9. In the Name field, select XX Workday Pattern.
10. Click Submit.

11. Click OK.


Location: Manage Work Schedules page
12. Click Done.
Location: Implementation Project: XX Workforce Deployment page
Assigning a Work Schedule
1. In the Manage Work Schedule Assignment task row, click Go to Task.
Location: Manage Work Schedule Assignment Administration page
2. In Search section the Name field, enter XX Work Schedule.
3. Click Search.
4. In the Search Results section, click XX Work Schedule.
Location: Edit Work Schedule Assignment Administration page
5. On the toolbar, click the Add Row icon button.
6. In the Resource Type field, select Department.
7. In the Name field, enter XX_InFusion Financial_Sales (department you created
earlier) .
8. In the Start Date field, enter 1/2/2012.
9. In the End Date field, enter 6/30/2012.
10. Click Submit.

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Location: Confirmation dialog box

Lesson 15: Define Workforce Records

Location: Confirmation dialog box


11. Click OK.
Location: Manage Work Schedule Assignment Administration page
12. Click Done.
Location: Implementation Project: XX Workforce Deployment page

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At this point, you should have created a work schedule and assigned it.

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Lesson 15: Define Workforce Records

Activity 2 Introduction: Adding an Exception to a Work


Schedule
Background

Requirements

Use the bold text for the object names, replacing the XX with your student
number, as indicated by your instructor.

You must have access to Oracle Fusion Application InFusion database or


comparable training or test instance at your site, on which to complete this
practice

Scope
Open your employee's work schedule and include the training event you created in the
previous activity as an exception.

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Your employee is scheduled to undergo the Worker Safety and Health training during
the work schedule period. As he will not be available during that period, you must
include an exception in the work schedule so that his availability information is accurate.

Lesson 15: Define Workforce Records

Activity 2: Adding an Exception to a Work Schedule


In this activity, you add an exception to a work schedule.
Start Here
Home work area, Welcome tab.
1. In the global area Navigator menu, select Person Management.
Location: Search Person page

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2. In the Search section Name field, enter XX Andrew Robinson.


3. Click Search.
4. Click XX Andrew Robinson.
Location: Person Management work area
Information
The Person Management work area enables you to manage all stages of a
worker's association with the enterprise, from creating employment through
termination of work relationships.
5. In the Tasks pane, click Manage Work Schedule Assignment.
Location: Manage Schedule Assignment page
6. On the toolbar, click the Add Row icon button.
7. Click Search: Name.
8. Click an entry in the XX Work Schedule column.
9. In the Start Date field, enter 1/2/2012.
10. In the End Date field, enter 6/30/2012.
11. In the Primary field, select Yes.
12. In the Exceptions section toolbar, click the Add Row icon button.
Note: You are adding an exception to the work schedule.
13. In the Type field, select Calendar event.

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14. In the Name field, select XX Worker Safety and Health Training.
15. In the Availability field, select Off period.
16. Click Submit.
Location: Warning dialog box
17. Click Yes.

18. Click OK.


Location: Person Management work area
At this point, you should have added an exception to a work schedule.

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Location: Confirmation dialog box

Lesson 15: Define Workforce Records

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Defining Person Record Values

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Lesson 15: Define Workforce Records

Demonstration: Creating User Person Types

Demonstration Background

Demonstration Scope
Create an Associate user person type for the Employee system person type.
Demonstration Steps
Setup and Maintenance work area, Implementation Project: XX Workforce
Deployment page
These task lists are expanded: Workforce Deployment - Define Common HCM
Configuration - Define Workforce Records - Define Person Record Values
1. In the Manage Person Types task row, click Go to Task.
Location: Manage Person Types page
Information
Use the Manage Person Types page to review the system person types, and
modify existing user person types as well as create new ones.
In this demonstration, we create a new user person type for the system person
type, Employee.
2. Display the Employee list to show the associated user person types.
3. On the toolbar, click the Add icon button.
4. In the Assignment Person Type field, enter Associate.
5. Click Save and Close.

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As an Human Resources (HR) specialist, you manage person types.

Lesson 15: Define Workforce Records

Location: Confirmation dialog box


6. Click OK.
Location: Setup and Maintenance work area

Oracle Internal & Oracle Academy Use Only

You have successfully created a user person type for a system person type.

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197

Lesson 15: Define Workforce Records

Demonstration: Creating Person Name Formats


Demonstration Background

Demonstration Scope
Create a new person name format using the name components.
Demonstration Steps
Setup and Maintenance work area, Implementation Project: XX Workforce
Deployment page
These task lists are expanded: Workforce Deployment - Define Common HCM
Configuration - Define Workforce Records - Define Person Record Values
1. In the Manage Person Name Formats task row, click Go to Task.
Location: Manage Name Formats page
Information
Use the Manage Name Formats page to review existing name format types and
create name formats.
2. On the Search Results section toolbar, click Create.
3. Location: Create Name Format page
Information
Use the Create Name Format page to create a name format using name
components.
4. In this example, we create a name format for the format type, Full name.
5. In the Format Type field, select Full name.

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As an Human Resources (HR) specialist, you manage person name formats.

Lesson 15: Define Workforce Records

6. In the Country field, enter India.


7. In the Available Name Components field, select Title.
8. Click the Select icon button to move the selected item to the Selected Name
Components field.
9. Repeat the previous two steps to move .(Period), Space, First Name, Space,
and Last Name to the Selected Name Components field.

11. Replace First_Name with John.


12. Replace Last_Name with Smith.
13. Press Tab to exit the field and generate the formatted name.
14. Preview the formatted name to verify that the name format matches your entry.
15. Click Save and Close.
Location: Confirmation dialog box
16. Click OK.
Location: Manage Name Formats page
You have successfully created a person name format.

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10. In the Preview Name Format section Component Example column replace
Title with Mr.

Lesson 15: Define Workforce Records

Defining Employment Record Values


Demonstration: Creating an Assignment Status

As a Human Resources (HR) specialist, you create and maintain assignment statuses,
which determine whether an assignment is eligible for payroll processing, active,
inactive, or temporarily suspended.
Demonstration Scope
Create a user assignment status named Temporary Assignment.
Demonstration Steps
Start Here
Setup and Maintenance work area, Implementation Project: XX Workforce
Deployment page
These task lists are expanded: Workforce Deployment - Define Common HCM
Configuration - Define Workforce Records - Define Employment Record Values
1. In the Manage Assignment Status row, click Go to Task.
Location: Manage Assignment Statuses page
2. Click the Add button.
3. Click in the User Status field. Enter Temporary Assignment.
4. Click in the Assignment Status Code field. Enter TEMP_ASSIGNMENT.
Note: Enter a unique code since this value uniquely identifies the assignment
status.
5. Click in the HR Status field. Select Active.
6. Click in the Pay Status field. Select Process.
7. Leave the No option selected in the Default field.
8. Click the Save button.
9. Click OK for the warning message.
10. Click Done.
You have successfully created an assignment status.

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Demonstration Background

Lesson 15: Define Workforce Records

Defining Documents
Demonstration: Creating a Document Type
Demonstration Background

Demonstration Scope
Create a document type XXMedical Certificate to categorize medical certificate type of
documents.
Demonstration Steps
Start Here
Setup and Maintenance work area
1. In the Search: Tasks pane Name field, enter Manage Document Types.
2. Click the Search icon button.
3. In the Manage Document Types task row, click Go to Task.
Location: Manage Document Types page
Information
Use the Manage Document Types page to manage existing document types and
create new ones.
4. On the Search Results section toolbar, click Create.
Location: Create Document Type page
5. In the Type field, enter XXMedical Certificate.
6. In the Category field, select Licenses and certificates.
7. In the Subcategory field, enter Personal.
8. In the Country field, enter India.

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As a Human Resources (HR) specialist, you create any additional document types.

Lesson 15: Define Workforce Records

9. In the Approval is required radio group, select Yes.


Information
Users must be notified 7 days prior to document record expiry.
10. In the Expiration Notification Period field, enter 7.

11. In the Attributes section Issuing Authority, Issuing Location, and Issued On
rows, select Required.
12. Click Submit.
Location: Confirmation dialog box
13. Click Yes.
Location: Manage Document Types page

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Information
Users must specify the issuing authority, location, and issued on date, when they
create document records of this type.

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Lesson 15: Define Workforce Records

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203

Lesson 16: Define Checklists and Workforce Predictions

Lesson 16: Define Checklists and Workforce


Predictions
Defining Checklists
Activity 1 Introduction: Creating a Checklist Template

The employee hire action typically requires a number of people to complete standard
tasks. InFusion corporation wants to automatically allocate tasks to all newly hired
workers and track the tasks involved in hiring a worker.
Requirements

Use the bold text for the object names, replacing the XX with your student
number, as indicated by your instructor.

You must have access to Oracle Fusion Application InFusion database or


comparable training or test instance at your site, on which to complete this
practice.

Activity Scope
The following table summarizes critical choices for this activity:

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Background

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Lesson 16: Define Checklists and Workforce Predictions

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205

Lesson 16: Define Checklists and Workforce Predictions

Activity 1: Creating a Checklist Template


In this activity, you create a checklist template.
Start Here
Setup and Maintenance work area, Implementation Project: XX Workforce
Deployment page

Creating an Eligibility Profile


1. In the Manage Eligibility Profiles row, click Go to Task.
Location: Manage Eligibility Profiles page
2. I the Search Results section toolbar Create button, select Create Participant
Profile.
Location: Create Participant Eligibility Profile page
3.
4.
5.
6.
7.

In the Name field, enter XX_Applications_Department.


In the Profile Usage field, select Checklist.
In the Eligibility Criteria section, click the Employment tab.
Click the More icon on the right side of the page to view other tabs.
Select Department.

Note: Select Department to add the Applications and Services department to


the eligibility profile.
8. Click the Create icon button.
9. In the Sequence field, enter 1.
10. In the Name field, select Applications and Services.
11. Click Save and Close.
Location: Manage Eligibility Profiles page
12. Click Done.
Location: Implementation Project: XX Workforce Deployment page
Creating a Checklist Template

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These task lists are expanded: Workforce Deployment - Define Common HCM
Configuration - Define Workforce Records - Define Eligibility Profiles

Lesson 16: Define Checklists and Workforce Predictions

1. Expand these task lists: Define Workforce Business Processes and Events Define Checklists.
2. In the Manage Checklist Template row, click Go to Task.
Location: Manage Checklist Templates page
3. On the Search Results section toolbar, click Create.
Location: Create Checklist Template page

Oracle Internal & Oracle Academy Use Only

4. In the Name field. enter XX_NewHireChecklist.


5. In the Category list, select On Boarding.
6. On the Tasks section toolbar, click the Create icon. button
Location: Create Task dialog box
7. In the Name field, enter XX_create E-mail Account.
8. In the Required field, select Yes.
Note: Create E-mail Account is a required task.
9. In the Target Duration field, enter 5.
10. In the UOM field, select Days.
11. In the Responsibility Type field, select Human resources representative.
12. Click OK.
Location: Create Checklist Template page
13. In the Tasks section, click the Create icon button.
14. In the Name field, enter XX_Issue_Meal_Vouchers.
15. In the Target Duration field, enter 2.
16. In the UOM field, select Weeks.
17. In the Eligibility Profile field, select XX_Applications_Department.
Note:You must associate this task with the eligibility profile

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XX_Applications_Department, which you created earlier.


18. In the Responsibility Type field, select Human resources representative.
19. Click OK.
Location: Create Checklist Template page
20. Click Submit.

21. Click Yes.


Location: Confirmation dialog box
22. Click OK.
Location: Manage Checklist Templates page
23. Click Done.
Location: Implementation Project: XX Workforce Deployment page
24. In the Manage Checklist Templates task row, click the Status icon button.
Location: Edit Status dialog box
25. In the Status field, select Completed.
26. Click Save and Close.
Location: Implementation Project: XX Workforce Deployment page
At this point, you should have created a checklist template.

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Location: Warning dialog box

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Lesson 16: Define Checklists and Workforce Predictions

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209

Lesson 17: Appendix

Lesson 17: Appendix

This appendix includes the following topics:


Defining Help configuration
Defining flexfields
Defining profile options
Defining lookups
Defining document sequences
Oracle Fusion reporting and analytics
Oracle Fusion Watchlist

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Lesson 17: Appendix

Define Help Configuration


This lesson describes the tasks in the Define Help Configuration task list, which
enable you to set up Oracle Fusion Applications Help:
Set Help Options
Assign Help Text Administration Duty
Manage Help Security Groups

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211

Lesson 17: Appendix

Set Help Options

212

Collaboration Features: Enable or disable discussion forums and


announcements.
Web Sites Available from Help Site: Enable or disable links in the global area
of Oracle Fusion Applications Help that go to Oracle web sites.
Custom Help: Define the name and logo used to identify custom help. For
example, the logo would be displayed next to the title of custom help files in
search results. If you are using Oracle User Productivity Kit (UPK) content as
custom help, enter the default location where the UPK player packages reside.
Oracle User Productivity Kit: If you are using UPK, you can provide a link in
the global area of Oracle Fusion Applications Help that goes to your UPK library.
Note: If you have UPK versions earlier than 3.6.1, then you cannot add UPK
demos as custom help, so the link is the only way for users to access custom
UPK content from the help site.
Privacy Statement: Optionally replace the predefined privacy statement in the
footer of Oracle Fusion Applications Help with your own statement.

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

Oracle Internal & Oracle Academy Use Only

Use the Set Help Options task from the Setup and Maintenance work area to control
the behavior of certain features in Oracle Fusion Applications Help. Some of these
options may not be available, depending on what is set for help feature choices on the
Configure Offerings page in the same work area.

Lesson 17: Appendix

Demonstration: Set Help Options

Your company has a policy against employees participating in discussion forums. You
are setting up Oracle Fusion Applications Help and must disable access to discussions.
Demonstration Scope
Deselect discussions-related help options and review the impact in Oracle Fusion
Applications Help.
Demonstration Steps
1. In the global area Help menu, select Applications Help.
Location: New browser tab with Oracle Fusion Applications Help showing
Information
The global area of Oracle Fusion Applications Help contains the Oracle Forums
link.
2. Open any help file to see the Discuss link.
3. Close the entire browser window for Oracle Fusion Applications Help.
4. In the Setup and Maintenance work area Tasks pane Name field, enter Set Help
Options.
5. Press Enter.
6. In the All Tasks section Set Help Options row, click Go to Task.
Location: Set Help Options page

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213

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Background

Lesson 17: Appendix

7. In the Collaboration Features section, clear the Enable local discussions on


help option.
8. In the Web Sites Available from Help Site section, clear the Discussion
forums on Oracle Technology Network option.
9. Click Save and Close.

Oracle Internal & Oracle Academy Use Only

10. Repeat steps 1 through 3, this time checking that the discussion-related links are
no longer there.

214

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