10-Define Workforce Structures

Partner Boot Camp - Fusion
HCM Global HR
Define Workforce Structures
Instructor Guide
August 8, 2013
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CONTENTS
Lesson 1: Define Workforce Structures .......................................1
Objectives.............................................................................................. 1
Workforce Structures Task List .................................................................. 2
Instructor Note: Best Practice.................................................................... 3
Defining Locations ................................................................................... 4
Instructor Note: Results on Map .............................................................. 4
Locations ............................................................................................. 5
What is Set ID? .................................................................................... 6
Location Sets ....................................................................................... 7
Instructor Note: Activity Timing ............................................................... 8
Activity 1 Introduction: Creating a Location ............................................... 9
Activity 1: Creating a Location ............................................................ 10
Defining HCM Organizations .................................................................... 12
HCM Organizations .............................................................................. 12
Instructor Note: HCM Organizations ....................................................... 13
Multiple Classifications ......................................................................... 14
Review Enterprise Configuration ............................................................ 15
Trees and HCM Trees ........................................................................... 16
Instructor Note: Trees ......................................................................... 17
Organization Trees and ESC .................................................................. 18
HCM Organizations Review Question 1 .................................................... 19
HCM Organizations Review Questions and Answers ................................... 22
Instructor Note: Activity Timing ............................................................. 23
Activities 2 -- 3 Introduction: Creating a Division and Department ............... 24
Activity 2: Creating a Division ............................................................. 25
Activity 3: Creating a Department........................................................ 27
Lesson Highlights .................................................................................. 29
Lesson Highlight Details ....................................................................... 30
i
Lesson 1: Define Workforce Structures

Objectives
After completing this lesson, you should be able to:
Define locations
Define HCM Organizations
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 1

Workforce Structures Task List

Define Workforce Structures Task Lists and Tasks
To access the tasks under Workforce Structures, select your implementation project
using the Functional Setup Manager and navigate to:
Workforce Deployment > Define Common Applications Configuration for Human Capital
Management > Define Enterprise Structures for Human Capital Management > Define
Workforce Structures
2 Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Instructor Note: Best Practice

You can discuss the following aspects as a best practice:
Key Work Structures Features
No more Work Structure Key Flexfields (KFFs)

Identifier Attributes
- Code that is unique, not translatable and updateable, for example
VP01
- Name that is not unique, is translatable and updateable, for example,
Vice President
Change Management
Ability to make date effective changes
Ability to record why a change was made (Action Reason)
Ability to submit a change for approvals
Secured Data Objects
Changes Compared to PeopleSoft
Actions and reasons are also available for workforce structures; Action
information is usually defaulted.
Attachments possible on a work structure
Changes Compared to EBS
No workforce structures key flexfields (KFFs) now

Ability to record a change and describe it (Action and Action Reason)
Ability to enable approvals
Secured objects LOVs are filtered based on what applies to this UI and the
users security privileges
The attribute Status is used to set objects to Inactive instead of manually end-
dating. The status can be reverted to Active like any other date-effective update.
Inactive objects are not available in LOV searches

Defining Locations
Instructor Note: Results on Map
Inform the students that the Results on Map feature is not working in the environment
currently.

Locations
A location identifies physical addresses of a workforce structure, such as a department
or a position.
You can also create locations to enter the addresses of external organizations that you
want to maintain, such as employment agencies or third-party benefit organizations.
The locations that you create exist as separate structures that you can use for reporting
purposes, and also in rules that determine employee eligibility for various types of
compensation and benefits.
You enter information about a location only once. Subsequently, when you set up other
workforce structures you select the location from a list.
Locations that you create are represented on a map for easier identification and access
as shown in the following figure:

What is Set ID?

Set ID is used to partition reference data into smaller sets called reference data
sets, which can then be assigned to different business units or organizations
The Set Enabled objects in HCM are:

- Departments
- Locations
- Jobs
- Grades
Business Units and Reference Objects

Location Sets
The following figure shows how locations sets restrict access to users.
When you create a location, you must associate it with a set. Only those users who
have access to the set's business unit can access the location set and other associated
workforce structure sets, such as those that contain departments and jobs.
You can also associate the location to the common set so that users across your
enterprise can access the location irrespective of their business unit. When users
search for locations, they can see the locations that they have access to along with the
locations in the common set.

Instructor Note: Activity Timing
The course was designed for you to facilitate learners doing the specified activity, at this
point.
Approximate Activity Timing: 20 minutes

.

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.
Requirements
Use the bold text for the object names, replacing the XX with your initials, 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 location in New York.

Activity 1: Creating a Location

In this activity, you create a new location in New York.
Sign in as hcm_impl or hcm_impl1.
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.
1. In the Manage Locations task row, click Go to Task.
Location: Manage Locations page
2. On the Results in Table section 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 Line1 field, enter 521 Madison Ave.
6. In the Address Line2 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.

11. In the ZIP Code field, enter 10022.
12. Press Enter.
Location: Search and Select: ZIP Code dialog box
13. Select 10022 (Manhattan).
14. Click OK.
15. Click Submit.
Location: Warning dialog box
16. Click Yes.
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.
In this activity, you created the XX New York location.

Defining HCM Organizations

HCM Organizations
You can set up your enterprise structures using the individual organization tasks. For
example, if you are an international enterprise with multiple operating divisions, then
you need to define an enterprise, divisions, legal entities, tax reporting units, payroll
statutory units, reporting units, business units, departments and so on.
You set up organizations as part of your implementation to reflect your company's

organizational structure. An organization structure is required for your management,
legal, functional and financial reporting needs. An enterprise generally needs many
internal and external organizations for its operation. These include organizations such
as legal entities, divisions, and departments.

Instructor Note: HCM Organizations

If you are not using the Enterprise Structure guided flow to set up your enterprise
structures, then use the individual organization tasks.

Multiple Classifications
Organization classifications define the purpose of the organization, whether it's a
division, department or a legal entity.
Define an organization with one or more classifications to reflect your enterprise

structure.
For example, one organization might be both a cost center and a sales department.

Review Enterprise Configuration

The organization model includes 3 tightly integrated areas:
XLE (eXtended Legal Entity), owned by Financials, and to capture Financials

information
HCM Organizations (mainly for internal organizations)
TCA (Trading Community Architecture) to manage external organizations such
as a third-party provider (for example, child support monitoring)
If you define the enterprise configuration using the Enterprise Structures guided flow,
then you can review the organization components and make any changes or add
additional structures. You can create the following types of HCM organizations:
Enterprise
Legislative Data Groups
Business Units and Set IDs
Legal Employers
Divisions
Departments
Professional Bodies
Reporting Establishments
Disability Organizations

Trees and HCM Trees

You can use Oracle Fusion trees to graphically represent hierarchical data such as the
structure of your organization. You can view the hierarchical relationships among the
data entities and determine how they function in a business scenario. You can use trees
for:
Departments
Organizations
Positions
Geographies
A tree helps you in:
Determining parent-child relationship between the entities

Setting better access control
Applying business rules at various stages
To set up a tree:
1. Create a tree using one of the seeded tree structures (for example, department
tree structure).
2. Create a tree version for the new tree structure.
3. Add new nodes (for example, departments) to build your hierarchy.

Instructor Note: Trees

When creating initial node objects, you should include an effective date that is early
enough that it will encompass your longest serving employee. New nodes that are
added later will need a new effective date for when the new node should be valid. For
example if you create a new department with an effective date of Dec 31st 2004, then it
will only be valid from December 31st. Employees cannot be transferred (or hired) into
that department until it is Dec 31st (transfers can be future effective dated). Unlike EBS,
Fusion allows multiple effective-date updates on the same day.

Organization Trees and ESC

If you use the ESC to create your enterprise structures, then a default organization tree
is automatically created. You can modify the tree and create additional organization
trees.
If you do not use the ESC, then you can create organization trees based on the
predefined organization tree structure.
You can secure HCM data by using an organization tree to identify organizations in an
organization security profile.

HCM Organizations Review Question 1

An organization can have one classification only.
1. True
2. False


You assign workers to the department organization.
1. True
2. False


Name three types of predefined trees.

HCM Organizations Review Questions and Answers

1. An organization can have one classification only.
False.
2. You assign workers to the department organization.
True.
3. Name three types of predefined trees.
Departments, organizations, positions, geographies.

Instructor Note: Activity Timing
The course was designed for you to facilitate learners doing the specified activity, at this
point.
Approximate Activity Timing: 25 minutes

.

Activities 2 -- 3 Introduction: Creating a Division and

Department
Background
InFusion Corporation has acquired a new financial services division.
Requirements
Use the bold text for the object names, replacing the XX with your initials, 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 division and department to support the new acquisition.

Activity 2: Creating a Division

In this activity, you create a new division.
Sign in as hcm_impl or hcm_impl1.
Start Here
Deployment page

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. Review the results and click Submit.
9. Click Yes.

10. Click OK.
Location: Manage Divisions page
11. Click Done.
12. In the Manage Divisions task row, click the Status icon button.
In this activity, you created the XX InFusion Financial Services US division.

Activity 3: Creating a Department

In this activity, you create a new department.
Sign in either as hcm_impl or hcm_impl1.
Start Here
Deployment page

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. In the Search Results section, 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. Review the results and click Submit.
9. Click Yes.

10. Click OK.
Location: Manage Departments page
11. Click Done.
12. In the Manage Departments task row, click the Status icon.
In this activity, you created the XX InFusion Financial Sales department.

Lesson Highlights
In this lesson, you should have learned how to:
Define locations
Define HCM organizations

Lesson Highlight Details

Defining Locations
A location identifies physical addresses of a workforce structure, such as a department
or a job. You can also create locations to enter the addresses of external organizations
that you want to maintain, such as employment agencies, tax authorities, and insurance
or benefits carriers.
When you create a location, you must associate it with a set. Only those users who
have access to the set's business unit can access the location set and other associated
workforce structure sets, such as those that contain departments and jobs.
Defining HCM Organizations

You set up organizations as part of your implementation to reflect your company's
organizational structure. An organization structure is required for your management,
legal, functional and financial reporting needs. An enterprise generally needs many
internal and external organizations for its operation. These include organizations such
as legal entities, divisions, and departments.
You can define an organization with one or more classifications to reflect your
enterprise structure and use Oracle Fusion trees to graphically represent hierarchical
data such as the structure of your organization.

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Partner Boot Camp - Fusion

This document contains proprietary information and is protected by copyright and

The information contained in this document is subject to change without notice. If

Restricted Rights Notice

If this documentation is delivered to the United States Government or anyone using

U.S. GOVERNMENT RIGHTS

Lesson 1: Define Workforce Structures

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

Workforce Structures Task List

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

Instructor Note: Best Practice

Key Work Structures Features

No more Work Structure Key Flexfields (KFFs)

Changes Compared to PeopleSoft

Attachments possible on a work structure

Changes Compared to EBS

No workforce structures key flexfields (KFFs) now

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

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

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

What is Set ID?

The Set Enabled objects in HCM are:

Business Units and Reference Objects

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

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

Instructor Note: Activity Timing

Approximate Activity Timing: 20 minutes

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

Activity 1 Introduction: Creating a Location

You must have access to Oracle Fusion Application InFusion database or

Create a new location in New York.

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

Activity 1: Creating a Location

Sign in as hcm_impl or hcm_impl1.

These task lists are expanded: Workforce Deployment - Define Common

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

Location: Manage Locations page

2. On the Results in Table section 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.

6. In the Address Line2 field, enter Second Floor.

7. In the City field, enter New York.

Location: Search and Select: City dialog box

9. Select New York, New York.

10. Click OK.

Location: Create Location page

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

11. In the ZIP Code field, enter 10022.

12. Press Enter.

Location: Search and Select: ZIP Code dialog box

13. Select 10022 (Manhattan).

14. Click OK.

Location: Create Location page

15. Click Submit.

Location: Warning dialog box

16. Click Yes.

Location: Confirmation dialog box

17. Click OK.

Location: Manage Locations page

18. Click Done.

Location: Implementation Project: XX Workforce Deployment page

Location: Edit Status dialog box

20. In the Status field, select Completed.