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Partner Boot Camp

Fusion HCM Global HR


Course Overview

Instructor Guide

August 16, 2013


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CONTENTS
Lesson 1: Course Overview .........................................................1
Welcome .................................................................................................. 1
Course Objectives ..................................................................................... 2
Course Approach ....................................................................................... 3
Oracle Fusion Implementation Resources .................................................... 4
Boot Camp Workspace ............................................................................. 5
Additional Resources ............................................................................... 6
Instructor Note: Demo Timing................................................................... 7
Demonstration Introduction: Exploring Oracle Fusion Applications Help ........... 8
Demonstration: Exploring Oracle Fusion Applications Help ............................. 9
Instructor Note: Oracle Fusion Applications Help ........................................ 11
Oracle Fusion Human Capital Management (HCM) Overview .......................... 12
HCM Deployment Options ....................................................................... 13
HCM Overview .................................................................................... 14
HCM Business Processes 15
HCM Foundation Overview.................................................................... 18
HCM Foundation - Features 19
Workforce Directory Management - Overview ......................................... 20
Fusion HR & Payroll Country Extensions and Languages .............................. 21
Instructor Note: Country Extension Plans ............................................... 22
Language Support ............................................................................... 23
Customer Adoption .................................................................................. 24
Adoption Strategy ................................................................................. 25
Integrating HCM Cloud Services with current HCM deployments ................. 26
Customer Adoption................................................................................ 28
Course Schedule ..................................................................................... 29
Logistics ................................................................................................ 31

i
Lesson 1: Course Overview

Lesson 1: Course Overview


Welcome
Welcome to the Fusion HCM Cloud Implementation Boot Camp!

1. Instructor introduction
2. Student introductions
- Name
- Role (Functional Implementer/Technical Consultant)
- Company
- Experience with Oracle (HCM, EBS, PeopleSoft, JDE, etc..)
- Fusion experience

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Lesson 1: Course Overview

Course Objectives
This course is designed to address the following implementation challenges.

After completing this course, you should be able to:

Identify the best practices that determine a successful implementation


Understand how to work in the Cloud
Use Oracle Fusion Functional Setup Manager (FSM) to implement Core HR
Test your setup by entering data and performing common Workforce Deployment
processes
Set up common HCM components, including geographies, enterprise structures,
workforce structures, and enterprise scheduler jobs
Use ESC to define job and position structures
Extend and personalize the functionality
Set up Oracle Fusion Profile Management
Define Security for HCM
Define and manage workflow, approvals and notifications
Understand implementation best practices
Set up workforce records
Define workforce processes and events
Import and export data
Create reports and modify existing reports

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

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


Lesson 1: Course Overview

Course Approach
Each lesson in this course will begin with your instructor demonstrating and presenting
important concepts related to implementing Workforce Deployment. The lesson may
also include one or more of the following activities:

Complete an activity by performing a task in FSM

Discuss key decisions


Present tips and techniques
Review best practices and related use cases

Questions and answers are expected throughout the course.

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Lesson 1: Course Overview

Oracle Fusion Implementation Resources


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

1 guide for each week, plus some supplemental information.


Each guide is based on a typical implementation and uses real case studies as
the basis for the lessons and activities.
The functional content is based on release 7, which may not be available to all
customers yet.
Tribal knowledge has been incorporated to ensure the most complete information
available.

Fusion Cloud HCM Implementation Boot Camp Environment:

Use Firefox browser to access the environment.


Environment will be available each partner for the duration of the course and for
an additional 2 weeks after.
The expectation is that partners may use the environment after the completion of
the boot camp to reinforce the objectives learned.

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Lesson 1: Course Overview

Boot Camp Workspace


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

Prior to the boot camp, the workspace will be accessible to enrolled students and will
include:

Transfer of Information (TOI)


Product Overviews
Agenda

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

Provide additional resources


Access homework

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

Provide additional resources


Access homework
Allow students to pose additional questions

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Lesson 1: Course Overview

Additional Resources
Related Resources:

Oracle Support Document 1471160.1 (Getting Started with Oracle Fusion


Applications: Oracle Fusion Human Capital Management Cloud
Implementations) can be found at:
https://support.oracle.com/epmos/faces/DocumentDisplay?id=1471160.1
(https://support.oracle.com/epmos/faces/DocumentDisplay?id=1471160.1)
Fusion Application and Middleware guides on Oracle Fusion Applications
Documentation Library
(http://www.oracle.com/technetwork/documentation/fusion-apps-doc-
1508435.html (http://www.oracle.com/technetwork/documentation/fusion-apps-
doc-1508435.html)). Especially Oracle Fusion Workforce Deployment
Implementation Guide and Oracle Fusion Applications Information Technology
Management, Implement Applications Guide.

Recommended Resources:

Bookmark this page! Oracle Fusion Applications Documentation Information


Center [ID 1382875.2]
https://support.oracle.com/epmos/faces/DocumentDisplay?id=1382875.2
(https://support.oracle.com/epmos/faces/DocumentDisplay?id=1382875.2)
Oracle Fusion Technology Library on OTN
(http://www.oracle.com/technetwork/documentation/index.html#fusion_applicatio
ns
(http://www.oracle.com/technetwork/documentation/index.html#fusion_applicatio
ns))
Knowledge Zone on Oracle Partner Network
(http://www.oracle.com/partners/index.html
(http://www.oracle.com/partners/index.html))
Fusion Oracle Enterprise Repository (https://fusionappsoer.oracle.com/
(https://fusionappsoer.oracle.com/))

Related Oracle University Courses:


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

Oracle BI Publisher 11g R1: Fundamentals


Fusion Applications: Extend Applications with ADF
Fusion Applications: Security Fundamentals
Fusion Applications: Install and Configure Identity Management

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Lesson 1: Course Overview

Instructor Note: Demo Timing

Approximate Demonstration Timing: 20 minutes

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Lesson 1: Course Overview

Demonstration Introduction: Exploring Oracle Fusion


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

Contextual assistance on applications pages, which you access by hovering over


an icon or field, or clicking in a field.
The Oracle Fusion Applications Help system, which contains several browsing
and search tools to assist you in finding relevant topics as well as functional and
implementation guides.

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

Demonstration Scope
Using Oracle Fusion Applications Help, you can find more information about the setup
tasks covered in this course.

Go to the My Portrait page and review the contextual help.


Use the Search by Help Type navigator to find Human Resources Guide.
Use the Search by Functional Setup navigator and search for HCM Security to
find HCM Security Guide.
Use the Guides link to go to Documentation Library.

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Lesson 1: Course Overview

Demonstration: Exploring Oracle Fusion Applications


Help
Go to the My Portrait page and review contextual help. Then, go to Oracle Fusion
Applications Help and review the broader user assistance tools available there.

Sign is as curtis.feitty.

Start Here
Home work area, Welcome page.

1. Click the My Portrait tab.

2. Click the Help button.

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

This type of help provides:


- Brief, contextual help for a page or region
- Links to help related to that page or region, including topics and recorded
demonstrations.

Pointing to a link provides a brief summary of the topic.

Clicking one of the links opens the topic in Oracle Fusion Applications Help.

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

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

4. Point to the underlined word assignment.

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

5. Click the Search tab.

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

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Lesson 1: Course Overview

about the setup tasks covered in this course.

There are several Search by... navigator panels.

6. Expand the Help Type search panel.

7. Clear Example and Help Topic checkboxes.

8. Click the Oracle Fusion Applications Workforce Deployment, Human


Resources Guide in the search results area.
Information
The Human Resources pdf guide opens in a new tab. Note that all

9. Click the Reset All link.

10. In Functional Setup navigation panel, click the Guides link.

Information
All guides are displayed. You can also narrow your search using keywords.

11. Click in the Search field.

12. Enter HCM security.

13. Click the Search button.

Information
All guides that have the word HCM security in them are displayed.

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

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Lesson 1: Course Overview

Instructor Note: Oracle Fusion Applications Help


Optional activities within a lesson are indicated by the word (optional). If you skip these
lessons they will not impact subsequent lessons.

An optional lesson is available in the appendix that covers how to configure Oracle
Fusion Applications Help. This lesson covers how to add UPK links, enable and disable
ratings, and so on.

Additional reference material is provided in the appendix as a courtesy to students, but


will not be covered in class.

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Lesson 1: Course Overview

Oracle Fusion Human Capital Management (HCM)


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

HCM Overview
Fusion terminology
Integrations with other applications that you need to consider during
implementation.
Activities in the Workforce Deployment business processes that can be
performed when the setup is complete.
Any "Big Picture" key concepts that must be considered before you begin.

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Lesson 1: Course Overview

HCM Deployment Options


Oracle Fusion HCM

Standalone or with other Fusion families Full HCM

Oracle Fusion HCM Foundation

Minimal HCM functions delivered with other Fusion families (for example CRM,
FIN)
Provided with non HCM implementations
Gives restricted access to required HCM features
Delivered primarily as a set of services

Oracle Fusion Workforce Directory Management

Used for standalone HCM products (for example Talent Review, Compensation
Management)
Used with Applications Unlimited Core HR (PSFT, EBS)

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Lesson 1: Course Overview

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

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Lesson 1: Course Overview

HCM Business Processes


Workforce Deployment:
The workforce deployment business process enables you to align resources and people
with business objectives, and enter and maintain information related to people,
employment, and work structures. It includes the following products:

Global Human Resources: Oracle Fusion Global Human Resources enables


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

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

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

Workforce Predictions: Oracle Fusion Workforce Predictions uses indicators,


current and historical, to predict performance and attrition, determine corrective
action through "what if" scenario modeling, and provide the ability to implement
that corrective action.

Workforce Lifecycle Manager: Oracle Fusion Workforce Lifecycle Manager


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

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

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

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Lesson 1: Course Overview

Performance Management: Oracle Fusion Performance Management is


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

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

Succession Management: Oracle Fusion Succession Management product


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

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

Compensation: Oracle Fusion Compensation empowers organizations to


attract, motivate and retain talent through strategically planning, allocating and
communicating compensation.

Incentive Compensation: Oracle Fusion Incentive Compensation enables


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

Benefits: Oracle Fusion Benefits is a complete, configurable, and flexible global


solution that enables organizations to manage benefit plans and participants
benefit elections with dependent and beneficiary designation, while tracking
employee and employer costs.

Total Compensation Statement: Oracle Fusion Total Compensation empowers


employers to maintain and analyze a highly configurable statement that

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Lesson 1: Course Overview

communicates compensation, rewards, and benefits to workers. The statement


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

HCM Common Architecture:

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

Network at Work: Oracle Fusion Network at Work provides an industry leading


collaborative framework that allows workers to build their own internal social
network and connect with other domain experts and colleagues with similar
interests.

Profile Management: Profile management provides a framework for developing


and managing talent profiles that meet your industry or organizational
requirements. Profiles summarize the qualifications and skills of a person or a
workforce structure such as a job or position.

Workforce Directory Management: (not covered in this boot camp) enables


you to maintain a directory of employees, contingent workers, and nonworkers in
the enterprise. Using the directory as a start point, you can update personal and
employment information, and perform keyword and structured searches of the
directory. Line managers access information about their direct and indirect
reports in the line manager portraits of those workers and perform manager self-
service actions. Workers access their own information on the My Portrait tab of
the gallery and perform employee self-service actions. Administrators display
messages to portrait users in selected portraits.

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Lesson 1: Course Overview

HCM Foundation Overview

Oracle Fusion HCM Foundation

Minimal HCM functions delivered with other Fusion families


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

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Lesson 1: Course Overview

HCM Foundation - Features


Oracle Fusion HCM Foundation Features

Use of HCM Services


Access to Public Objects
Reporting / OTBI Reports
Functional Set-up User Interfaces
Organization, Locations, Jobs, Job Families, Security Profiles, User
Provisioning
Run Batch Loads / Spreadsheet Loader
Person Contextual Action
Person Search
Talent Profiles
User Account Management
Nonworker Gallery

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Lesson 1: Course Overview

Workforce Directory Management - Overview

Workforce Directory Management (WDM) is a superset of HCM Foundation, plus:

Hierarchy Viewer
Person Gallery
Person Portrait* (which includes: Contact Information, Employment, Personal and
Employment, Experience and Qualifications, Account Details, Compensation)
Data Exchange (HR to HR / FBL Interface)

It does not include transactional processes. They are performed in the Apps Unlimited
Core HR.

*If Talent is installed, then also includes:

Development and Growth


Career Planning
Network Connections
Network Activities
Activities and Interests
Kudos

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Lesson 1: Course Overview

Fusion HR & Payroll Country Extensions and


Languages

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

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Lesson 1: Course Overview

Instructor Note: Country Extension Plans


Instructor Note:
Payroll currently supported for US, UK, UAE, Saudi Arabia, Kuwait, and China.

Planned HR Localizations:

HR: Mexico, Switzerland


Payroll: France, Ireland, Mexico, Netherlands, Singapore

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Lesson 1: Course Overview

Language Support
Oracle Fusion HCM supports the following languages:

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

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Lesson 1: Course Overview

Customer Adoption

As you consider your clients needs Do not confuse them with options. If they are
looking to modernize their HCM solutions, Oracles HCM Cloud services are the
answer.

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Lesson 1: Course Overview

Adoption Strategy

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

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Lesson 1: Course Overview

Integrating HCM Cloud Services with current HCM


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

Oracle Fusion HCM Integrated Features

Person Gallery
Person Portrait
Basic Setup UI
- Organization
- Locations
- Jobs/Job Families
- Security Profiles
- User Provisioning
Person Contextual Action
Talent Profile
HCM Batch Load
File Based Loader(FBL)

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Lesson 1: Course Overview

HCM Extract

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Lesson 1: Course Overview

Customer Adoption

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Lesson 1: Course Overview

Course Schedule

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Lesson 1: Course Overview

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Lesson 1: Course Overview

Logistics
Daily Schedule

9am Start Daily (unless otherwise instructed)


1pm Lunch
6pm Close
Periodic short breaks

Reminders

Sign in each day


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

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Lesson 1: Course Overview

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