!R8 - PTS Global HR Implementation: Student Guide

!
R8 - PTS Global HR
Implementation
Student Guide
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CONTENTS
Lesson 1: Define Jobs .................................................................2
Objectives ................................................................................................. 3
Instructor Note: Jobs and Positions .............................................................. 4
Jobs Overview ........................................................................................... 6
Jobs Setup and Maintenance ........................................................................ 7
Lookups for Jobs ........................................................................................ 9
Basic Details ............................................................................................ 10
Benchmark and Progression Information ..................................................... 11
Grades .................................................................................................... 12
Instructor Note: Jobs and Grades ............................................................... 13
Evaluation Criteria .................................................................................... 14
Job Families............................................................................................. 15
How Jobs and Positions Work with Profiles ................................................... 16
Instructor Note: Demonstration Timing ....................................................... 17
Demonstration: Creating a Job................................................................... 18
Instructor Note: Activity Timing ................................................................. 20
Student Activity: Creating a Job ................................................................. 21
Activity 1 Introduction: Creating a Job ........................................................ 22
Activity 1: Creating a Job ........................................................................ 23
Review Question 1.................................................................................... 25
All Questions and Answers ......................................................................... 26
Lesson Highlights ..................................................................................... 27
Lesson Highlight Details .......................................................................... 28
i
Lesson 1: Define Jobs
!R8 - PTS Global HR Implementation
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 1

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

Objectives
After completing this lesson, you should be able to:
 Define jobs and job families

 Understand Job Details and Lookups
 Understand Benchmark and Progression Information
 Understand Evaluation Criteria
 Understand how Jobs and Position work with Profiles

Instructor Note: Jobs and Positions

Before teaching the Jobs and Positions lessons, provide an introduction to Jobs and
Positions, to distinguish between the two.
Job - is a set of roles or duties that your workers perform.
Position - is a specific instance of a job in a department for a business unit.
Use of jobs or jobs and positions varies by industry and customer requirements.
Enterprise Structures Configurator (ESC) helps you with the decision during the
implementation.
Jobs and Positions
Jobs are typically used without positions by service industries where flexibility and
organizational change are key features.
Typically use jobs: If a worker leaves, in most cases the headcount is used for other
be any job, probably even different department and salary purposes (could).
Typically use positions: If a worker leaves, in most cases a successor is hired into the
same job and department, may be even the same grade.
 Comparison can be launched from search results

 Integration with profiles
 Positions: Embedded analytics displayed in the header region of an existing
position to see at first sight the FTE of the position compared to the FTE of the
incumbent(s)
 Positions: Powerful incumbent details feature to see the incumbent(s) history
 Ability to define at the job and position which grades are valid for this job/position
 Valid grades entered at the job get defaulted to the position
 Profile option to enforce the valid grades in the assignment: The user can choose
for that assignment only a grade that is in the list of valid grades of the selected
job/position
 Profile option to default the grade from job/position to assignment
 Defaulting from position takes precedence. If no position is selected, grade is
defaulted from job
Advantages of using positions
 Less maintenance work, because when selecting a position during hiring,

attributes are defaulted in.

 Vacancies can easily be tracked and reported on – If you only use jobs,
vacancies are not ‘visible’.
 Incumbent history at the position makes it easy to track who was in this position
at any time (even if the position is currently vacant).

Jobs Overview
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.

Jobs Setup and Maintenance

 Initial setup for this activity is performed using Functional Setup Manager
- Workforce Deployment Offering: Define Enterprise Structures/Define
Workforce Structures
 Ongoing maintenance is performed from the Workforce Structures work
area
Define Jobs and Positions Tasks

_______________________________________________________
Setup tasks in FSM under Define Jobs and Positions:
 Manage Job Lookups

 Manage Job Families

 Manage Job
 Manage Position Lookups
 Manage Positions
 Manage Position Trees
The ongoing maintenance tasks for Jobs are:
 Manage Jobs
 Manage Job Families

Lookups for Jobs

Lookups are lists of values in applications. Several lookup types are available for jobs
that have user customization levels. You should review these lookups, and update them
as appropriate to suit enterprise requirements. The lookup types for jobs are:
 EVAL_SYSTEM: Identifies the evaluation system used for the job or position
 EVAL_SYSTEM_MEAS: Measurement unit for the evaluation criteria
 JOB_FUNCTION_CODE: Description of the primary function of a job (used for
grouping and reporting jobs of like functions)
 MANAGER_LEVEL: Description of the seniority of a manager

Basic Details
You define the following basic information for jobs:
 Effective start date

 Job set
 Name
 Code
A job code must be unique within a set. Therefore, you can create a job with the code
DEV01 in the US set and another job with the same code in the UK set. However, if you
create a job with the code DEV01 in the Common set, then you cannot create a job with
the same code in any other set.

Benchmark and Progression Information

You can identify a job as being a benchmark job. A benchmark job represents other
jobs in reports and salary surveys. You can also select the benchmark for jobs.
Benchmark details are for informational purposes only.
A progression job is the next job in a career ladder. Progression jobs enable you to
create a hierarchy of jobs and are used to provide the list of values for the Job field in
the Promote Worker and Transfer Worker tasks. The list of values includes the next
three jobs in the progression job hierarchy.
For example, assume that you create a job called Junior Developer and select
Developer as the progression job. In the Developer job, you select Senior Developer as
the progression job. When you promote a junior developer, the list of values for the new
job will include Developer and Senior Developer.

Grades
You can specify the grades that are valid for a job. If you are using positions, then the
grades that you specify for the job become the default grades for the position.

Instructor Note: Jobs and Grades

Remind students of the two profile options that determine the grades that are available
for selection when you set up assignments or employment terms:
PER_ENFORCE_VALID_GRADES: If you set this site-level profile option to Yes, then

users can select a grade only from the list that you defined for the job or position.
 If users select both a job and a position for the assignment or employment terms,
then they can select grades that are valid for the position only.
 If valid grades are defined for neither the job nor the position, then users can
select from all grades
If you set this profile option to No, which is the default value, then users can select from
all grades.
PER_DEFAULT_GRADE_FROM_JOB_POSITION: If you set this site-level profile

option to Yes, and there is only one valid grade for a job or position, then that grade is
used by default in the assignment or employment terms. In addition, if an entry grade is
defined for a position, then that grade is used by default when the user creates a new
set of employment terms or a new assignment.
If you set this profile option to No, which is the default value, then users can select from
all grades.

Evaluation Criteria
You can define evaluation criteria for a job, including the evaluation system, a date, and
the unit of measure for the system. One predefined evaluation system is available, and
that is the Hay system.
An additional value of Custom is included in the list of values for the Evaluation System
field, but you must add your own criteria and values for this system.

Job Families
A job family is a group of jobs that have different but related functions, qualifications,
and titles. They are beneficial for reporting. Examples include:
 Administration
 Finance and Accounting
 Support
 Logistics
You set up the job families and then enter a job family when defining a job.

How Jobs and Positions Work with Profiles

You can associate jobs and positions with model profiles that are created in Oracle
Fusion Profile Management. A model profile is a collection of the work requirements and
required skills and qualifications of a workforce structure, such as a job or position.
This association enables you to define the work requirements and the required
competencies, degrees, and other skills for the job or position. This association also
enables you to compare profiles and use the best-fit analysis for tasks such as finding
the worker best-suited for a job or for helping workers identify their next career moves.
The following figure compares the information that is contained in a job profile with that
contained in a job:

Instructor Note: Demonstration Timing
The course was designed for you to perform the specified demonstration at this point.
Approximate Demonstration Timing: 10 minutes

.

Demonstration: Creating a Job

Demonstration Background
As a Human Resources (HR) specialist, you can create a job.
Demonstration Scope
Create a job and associate a grade.
Demonstration Steps
Sign in as hcm_implX, replacing X with the number assigned to you by your instructor.
Start Here
Setup and Maintenance
1. In the Search region Name field, enter Manage Job.
2. Click the Search icon.
3. In the Manage Job task row, click Go to Task.
Location: Manage Jobs page
4. On the Search Results section toolbar, click Create.
Location: Create Job: Basic Details page
5. In the Effective Start Date field, enter 1/1/2013.
6. In the Name field, enter XX Sales Executive.
7. In the Code field, enter XX_SALESEXEC.
8. Click Next.
Location: Create Job: Job Details page
9. In the Full Time or Part Time field, select Full time.
10. In the Regular or Temporary section, select Regular.

11. In the Job Family field, search for and select Sales.
12. In the Valid Grades section toolbar, click Add Row.
13. In the Grade field, enter XX.
14. Select XX Sales Executive XX_SALESEXEC Common Set COMMON

Common Set.
15. Click Next.
Location: Create Job: Evaluation Criteria page
16. Since this job does not include evaluation criteria, click Next.
Location: Create Job: Profiles page
17. Since this job does not include a profile, click Next.
Location: Create Job: Review page
18. Review the details before submitting the job.
19. Click Submit.
Location: Warning dialog box
20. Click Yes.
Location: Confirmation dialog box
21. Click OK.
At this point, you should have created the XX Sales Executive job.

Instructor Note: Activity Timing
The course was designed for you to facilitate learners doing the specified activity, at this
point.
Approximate Activity Timing: 5 minutes

.

Student Activity: Creating a Job

Using your activity guide, do the activity specified in the title of this page.

Activity 1 Introduction: Creating a Job

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

Activity 1: Creating a Job

In this activity, you create a new job.
Sign in as hcm_implX, replacing X with the number assigned to you by your instructor.
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 Enterprise
Structures for Human Capital Management - Define Workforce Structures - Define
Jobs and Positions
1. In the Manage Job task row, click Go to Task.
2. On the Search Results section toolbar, click Create.
Location: Create Job: Basic Details page
3. In the Effective Start Date field, enter 1/1/2013.
4. In the Name field, enter XX Sales Executive.
5. In the Code field, enter XX_SALESEXEC.
6. Click Next.
Location: Create Job: Job Details page
7. In the Full Time or Part Time field, select Full time.
8. In the Regular or Temporary section, select Regular.
9. In the Job Family field, search for and 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.
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. Since this job does not include a profile, click Next.
Location: Create Job: Review page
16. Review the details before submitting the job.
17. Click Submit.
Location: Warning dialog box
18. Click Yes.
Location: Confirmation dialog box
19. Click OK.
20. Click Done.
Location: Implementation Project: XX Workforce Deployment page
21. In the Manage Job 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
In this activity, you created the XX Sales Executive job.

Review Question 1
Which of the following would you associate with a job or a position to specify the
required competencies, degrees, and languages for the job or position?
1. Employment terms
2. Assignment
3. Model profile
4. Grade

All Questions and Answers

1. Which of the following would you associate with a job or a position to specify
the required competencies, degrees, and languages for the job or position?
A. Model profile

Lesson Highlights
In this lesson, you should have learned how to:
 Define jobs and job families

Lesson Highlight Details

Defining Jobs and Job Families
Jobs are used without positions in industries where flexibility and organizational change
are key features.
You assign jobs to a set, and the job code must be unique within a set.


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<Name Here> Disclaimer

This document contains proprietary information and is protected by copyright and

<Name Here> U.S. GOVERNMENT RIGHTS

!R8 - PTS Global HR Implementation

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

Lesson 1: Define Jobs

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

 Define jobs and job families

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 3

Instructor Note: Jobs and Positions

Job - is a set of roles or duties that your workers perform.

Position - is a specific instance of a job in a department for a business unit.

Jobs and Positions

 Comparison can be launched from search results

Advantages of using positions

 Less maintenance work, because when selecting a position during hiring,

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

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 5

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

Jobs Setup and Maintenance

Define Jobs and Positions Tasks

Setup tasks in FSM under Define Jobs and Positions:

 Manage Job Lookups

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 7

 Manage Job Families

The ongoing maintenance tasks for Jobs are:

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

Lookups for Jobs

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 9

 Effective start date

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

Benchmark and Progression Information

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 11

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

Instructor Note: Jobs and Grades

PER_ENFORCE_VALID_GRADES: If you set this site-level profile option to Yes, then

PER_DEFAULT_GRADE_FROM_JOB_POSITION: If you set this site-level profile

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 13

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

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 15

How Jobs and Positions Work with Profiles

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

Instructor Note: Demonstration Timing

Approximate Demonstration Timing: 10 minutes

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 17

Demonstration: Creating a Job

As a Human Resources (HR) specialist, you can create a job.

Create a job and associate a grade.

1. In the Search region Name field, enter Manage Job.

2. Click the Search icon.

3. In the Manage Job task row, click Go to Task.

Location: Manage Jobs page

4. On the Search Results section toolbar, click Create.

Location: Create Job: Basic Details page

5. In the Effective Start Date field, enter 1/1/2013.

6. In the Name field, enter XX Sales Executive.

7. In the Code field, enter XX_SALESEXEC.

Location: Create Job: Job Details page

9. In the Full Time or Part Time field, select Full time.

10. In the Regular or Temporary section, select Regular.

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

12. In the Valid Grades section toolbar, click Add Row.

13. In the Grade field, enter XX.

14. Select XX Sales Executive XX_SALESEXEC Common Set COMMON

15. Click Next.