Setup Task List Tasks

Functional Setup Report Date: 11/4/17 6:30 PM
Setup Task Lists

and Tasks
Compensation Management
Conditional
Required
Level
Product Enterprise Business

Task List / Task Type Description Product Family Application Objects Status Owners Notes
1 Define Common Task Define the Compen HCM Y N
Applications Configuration List configuration of sation
for Compensation setup tasks that are
Management commonly shared
across Oracle
Fusion
Compensation
Management
products.
2 Define Synchronization Task Run a process to HCM HCM Y Y
of Users and Roles from List populate the Commo
LDAP product tables n
containing user and Architec
role information ture
with the users and
roles held in LDAP.
This process is
always the first
implementation
task but can also
run periodically to
keep the product
tables
Page 1 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

synchronized with
subsequent
updates to LDAP.
3 Run User and Roles Task Batch process to Global HCM Y Y HCM Core Not ERP.ST
Synchronization Process Synchronize User Human Processes Started UDENT
and Roles. Resourc 9
es
2 Define Security Task Enables users to Applicati HCM N Y
Synchronization List setup applications ons
Processes and security Security
Preferences synchronization
processes and
preferences.
3 Manage Applications Task Manage Applicati HCM N Y HCM Core Not ERP.ST
Security Preferences applications ons Processes Started UDENT
security Security 9
preferences
including user
name generation
rules, password
policy and user
notification
templates.
3 Import Users and Task Schedule import of Applicati HCM N Y HCM Core Not ERP.ST
Roles into Application users and roles into ons Processes Started UDENT
Security Application Security Security 9
Page 2 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

tables.
3 Import User Login Task Schedule import of Applicati HCM N Y HCM Core Not ERP.ST
History users and roles into ons Processes Started UDENT
Application Security Security 9
tables.
2 Define Geographies for Task Create and HCM HCM Y Y
Human Capital List manage Commo
Management geographies for n
Human Capital Architec
Management. ture
Examples include
addresses.
3 Manage Geography Task Review and define Trading CRM Y Y Applications Applicatio Not ERP.ST
Lookups lookup values that Commu Core Setup n Started UDENT
provide choices nity Standard 9
related to Model Lookup
geographies, such
as address
validation methods.
3 Define File-Based Task Review and Marketi CRM N Y
Data Import List manage import ng
objects, external
file mappings, and
scheduling import
processes to import
business objects
Page 3 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

from external data
files to staging
tables and, in most
cases, to final base
tables.
4 Manage File Task Review and Marketi CRM Y Y CRM File Not ERP.ST
Import Objects register business ng Common Common Started UDENT
objects, such as Import 9
sales leads and Object,
opportunities, File
intended for import Common
from external files. Import
Object
Attribute
4 Manage File Task Create and Marketi CRM Y Y CRM File Import Not ERP.ST
Import Mappings maintain maps of ng Common Mapping, Started UDENT
external source file File Import 9
columns to target Mapping
staging table Column,
columns for use in File Import
importing business Object
objects, such as
sales leads,
customers,
contacts, and sales
catalogs.
Page 4 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

4 Manage File Task Create and Marketi CRM Y Y CRM File Import Not ERP.ST
Import Activities maintain import ng Common Activity Started UDENT
activities that 9
contain process
criteria, file
mapping, and
schedule to import
external files
containing business
objects, such as
sales leads,
customers, and
contacts, into
staging tables.
3 Load Geography Task Manually load Trading CRM Y Y Not ERP.ST
Interface Data geography Commu Started UDENT
interface data nity 9
before running the Model
geography loader.
3 Load Geographies Task Load Chinese HCM HCM N Y CRM File Import Not ERP.ST
for China geographies from a Country Common Activity Started UDENT
third-party source. and 9
Vertical
Extensi
ons
3 Load Geographies Task Load US geocodes HCM HCM N Y HCM Payroll Trading Not ERP.ST
Page 5 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

for US provided by Vertex, Country Communit Started UDENT
or another third- and y Master 9
party source, into Vertical Reference
the geographies Extensi Geograph
table. This data is ons y
used for address
validation and
regional taxation.
3 Load Geographies Task Load Indian HCM HCM N Y CRM File Import Not ERP.ST
for India geographies from a Country Common Activity Started UDENT
third-party source. and 9
Vertical
Extensi
ons
3 Load Geographies Task Load Canadian HCM HCM N Y HCM Payroll
for Canada geocodes provided Country
by Vertex, or and
another third-party Vertical
source, into the Extensi
geographies table. ons
This data is used
for address
validation and
regional taxation.
3 Run Geography Task Schedule and Trading CRM Y Y CRM Trading
Loader monitor the process Commu Common Communit
Page 6 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

to load geography nity y
data from external Model Geograph
data providers. y
3 Manage Task Manage Trading CRM Y Y CRM Trading
Geographies geographic entities Commu Common Communit
such as country, nity y
state, province, and Model Geograph
city. Manage y
geography
hierarchy structure
and validations.
3 Run Maintain Task Schedule and Trading CRM Y Y CRM Trading
Geography Name monitor the process Commu Common Communit
Referencing to verify addresses nity y
against reference Model Geograph
geography data. y
3 Load Geographies Task Load Mexican HCM HCM N Y HCM Payroll Trading
for Mexico geographies from a Country Communit
third-party source. and y Master
Vertical Reference
Extensi Geograph
ons y
2 Define Currencies and Task Define the General Financia N Y
Currency Rates List currencies and Ledger ls
currency rates that
your organization
Page 7 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

does business in.
3 Manage Currencies Task Review and edit Oracle Commo Y Y Applications Applicatio Not ERP.ST
ISO standard Middlew n Core Setup n Started UDENT
currencies. are Reference 9
Extensi Currency
ons for
Applicati
ons
3 Manage Conversion Task Review and update General Financia Y Y Ledger Conversio Not ERP.ST
Rate Types existing currency Ledger ls n Rate Started UDENT
conversion Rule, 9
relationships, and Conversio
create new n Rate
relationships. Type
3 Manage Daily Rates Task Review and update General Financia Y Y Ledger Conversio Not ERP.ST
existing currency Ledger ls n Rate, Started UDENT
daily conversion Conversio 9
information, and n Rate
create new Rule
conversion
information.
2 Define Enterprise Task Configure and HCM HCM Y N
Structures for Human List represent the Commo
Capital Management enterprise n
structures including Architec
divisions, locations, ture
Page 8 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

legal entities,
business units,
jobs, and positions
using a guided
process. Review
and add additional
enterprise
structures as
required.
3 Define Initial Task Use a guided HCM HCM N Y
Configuration List process to Configur
configure and ation
represent the Workbe
enterprise nch
structures including
divisions, legal
entities, jobs, and
positions. Review
the requested
structures and run
an automated load
process to
implement the
workforce
structures.
4 Establish Task Determine the high- HCM HCM N Y HCM Core Enterprise Not ERP.ST
Page 9 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

Enterprise Structures level structures of Configur Setup Configurat Started UDENT
the enterprise using ation ion, 9
an interview style Workbe Enterprise
process. nch Configurat
ion
Additional
Job
Structure,
Enterprise
Configurat
ion Base,
Enterprise
Configurat
ion
Business
Unit,
Enterprise
Configurat
ion
Business
Unit Base,
Enterprise
Configurat
ion CD
Matrix,
Enterprise
Page 10 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

Configurat
ion CD
Matrix
Country,
Enterprise
Configurat
ion
Country,
Enterprise
Configurat
ion
Division,
Enterprise
Configurat
ion
Division
Base,
Enterprise
Configurat
ion
Enterprise
,
Enterprise
Configurat
ion
Function,
Page 11 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

Enterprise
Configurat
ion Job
Group
Member,
Enterprise
Configurat
ion Job
Position
Base,
Enterprise
Configurat
ion Job
Position
Global,
Enterprise
Configurat
ion Job
Structure,
Enterprise
Configurat
ion Legal
Entity,
Enterprise
Configurat
ion Legal
Page 12 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

Entity
Base,
Enterprise
Configurat
ion
Legislative
Data
Group,
Enterprise
Configurat
ion
Location,
Enterprise
Configurat
ion
Location
Base,
Enterprise
Configurat
ion
Reference
Data Set,
Enterprise
Configurat
ion Set
Assignme
Page 13 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

nt
Override
3 Define Reference Task Specify how HCM HCM N Y
Data Sharing for Human List reference data in Commo
Capital Management the HCM n
applications should Architec
be partitioned. ture
4 Manage Task Review and Oracle Commo N Y Applications Applicatio Not ERP.ST
Reference Data Sets manage sets for Middlew n Core Setup n Started UDENT
partitioning and are Reference 9
sharing reference Extensi Data Set
data across ons for
organizations. Applicati
ons
3 Manage Payroll Task Manage payroll Global HCM N Y Applications Applicatio Not ERP.ST
Costing Value Sets costing value sets Payroll Core Setup n Flexfield Started UDENT
to validate the Value Set 9
content of a
flexfield segment.
3 Manage Cost Task Configure cost, Global HCM N Y Applications Applicatio Not ERP.ST
Allocation Key Flexfield offset, default, Payroll Core Setup n Key Started UDENT
suspense, and Flexfield 9
priority account key
flexfield structures
for each legislative
data group. You
Page 14 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

can reuse key
flexfield structures
for legislative data
groups that use the
same segments
and value sets.
3 Manage Legislative Task Create and Global HCM N N HCM Core Legislative Not ERP.ST
Data Groups manage the Human Setup Data Started UDENT
legislative data Resourc Group 9
groups in which es
you separate
payroll information
within a legal entity.
3 Define Legal Task Access your list of HCM HCM Y Y
Jurisdictions and List judicial authorities Commo
Authorities for Human and create or n
Capital Management modify attributes Architec
relevant to Oracle ture
Fusion Human
Capital
Management.
Create and
maintain
information for
governing bodies
that operate within
Page 15 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

a jurisdiction.
4 Manage Legal Task Define validation Legal Financia N Y Applications Applicatio Not ERP.ST
Entity Configurator and display Entity ls Core Setup n Started UDENT
Descriptive Flexfield properties of Configur Descriptiv 9
descriptive ator e Flexfield
flexfields for
ledgers. Descriptive
flexfields are used
to add custom
attributes to
entities.
4 Manage Legal Task Review and Legal Financia N Y Financial Financials Not ERP.ST
Entity Configurator maintain lookup Entity ls Common Generic Started UDENT
Lookups values for legal Configur Lookup 9
entities, such as ator
registration codes
and legal functions.
4 Manage Legal Task Define profile Legal Financia N Y Applications Applicatio Not ERP.ST
Entity Configurator Profile option settings and Entity ls Core Setup n Profile Started UDENT
Options values to control Configur Value 9
the time zone ator
based on the legal
entity location.
4 Manage Legal Task Define the Legal Financia N Y Financial Jurisdictio Not ERP.ST
Jurisdictions geographic area or Entity ls Common n Started UDENT
areas for which a Configur Function, 9
Page 16 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

legal authority is ator Legal
responsible. Entity
Jurisdictio
n
4 Manage Legal Task Associate a Legal Financia N Y Financial Legal Not ERP.ST
Authorities governing legal Entity ls Common Authority Started UDENT
body that operates Configur Party, Tax 9
within a jurisdiction ator Authority
to a legal entity for Tax Profile
purposes of
providing legal
reports and
financial
statements.
4 Manage Legal Task Create the address Legal Financia Y Y Financial Legal Not ERP.ST
Addresses a legal entity uses Entity ls Common Address Started UDENT
to register with a Configur for Legal 9
legal authority. ator Entity and
Legal entities can Legal
use different Reporting
addresses for Unit
different authorities
and hence, may
have more than
one registered
address. The legal
Page 17 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

address must be
located within the
territory entered.
3 Define Legal Entities Task Access your HCM HCM Y Y
for Human Capital List companies or other Commo
Management registered legal n
entities and specify Architec
attributes relevant ture
to Oracle Fusion
Human Capital
Management.
Create and
maintain
information for legal
entities and legal
reporting units for
business activities
handled by the
Oracle Fusion
applications.
4 Manage Legal Task Create and Legal Financia Y Y Financial Legal Not ERP.ST
Entity maintain Entity ls Common Entity Started UDENT
information for legal Configur 9
entities and legal ator
reporting units to
achieve legal
Page 18 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

compliance for
business activities
handled by the
Oracle Fusion
applications.
4 Manage Legal Task Define the identity Legal Financia Y Y Financial Legal Not ERP.ST
Entity Registrations related details of a Entity ls Common Entity and Started UDENT
legal entity with the Configur Legal 9
appropriate ator Reporting
government or Unit
legal authorities for Registratio
the purpose of n
claiming and
ensuring legal or
commercial rights
and responsibilities.
4 Manage Legal Task Manage legal Global HCM Y Y HCM Core Legal Not ERP.ST
Entity HCM Information reporting units, also Human Setup Employer Started UDENT
known as tax Resourc Organizati 9
reporting units, to es on, Legal
group employee Employer
records for tax and Organizati
social reporting. on Unit
Classificati
on, Payroll
Statutory
Page 19 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

Unit
Organizati
on, Payroll
Statutory
Unit
Organizati
on
Classificati
on
4 Manage Legal Task Create and Tax Financia N Y Financial Legal
Entity Tax Profiles maintain tax ls Common Classificati
profiles that contain on Entity
tax information that Associatio
relate to a legal n, Legal
entity's transaction Entity
tax activities. Regime
Subscripti
on, Legal
Entity Tax
Profile
4 Manage Legal Task Review and edit Global HCM N Y HCM Payroll Legal
Entity Calculation Cards predefined Payroll Entity
calculation cards
for payroll statutory
units. The payroll
process uses the
Page 20 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

calculation rules
defined on the
cards to calculate
earnings and
deductions.
4 Define Legal Task Define legal HCM HCM Y Y
Reporting Units for List reporting units, also Commo
Human Capital known as tax n
Management reporting units in Architec
HCM, for the ture
enterprise to report
on the tax and
social insurance of
employee records.
5 Manage Legal Task Define legal Legal Financia Y Y Financial Legal
Reporting Unit reporting units such Entity ls Common Reporting
as branches, Configur Unit
divisions, ator
establishments,
inventory
organizations, and
physical locations,
which are
components of
legal entities.
5 Manage Legal Task Define the identity Legal Financia Y Y Financial Legal
Page 21 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

Reporting Unit related details of a Entity ls Common Reporting
Registrations legal reporting unit Configur Unit
with the appropriate ator
government or
legal authorities for
the purpose of
claiming and
ensuring legal or
commercial rights
and responsibilities.
5 Manage Legal Task Manage the legal Global HCM N Y HCM Core Tax
Reporting Unit HCM entities that employ Human Setup Reporting
Information and pay workers in Resourc Unit
the enterprise. es Organizati
Review the legal on, Tax
employer that Reporting
employs workers, Unit
and the payroll Organizati
statutory unit that on
pays workers. Classificati
on
5 Manage Legal Task Review and edit Global HCM N Y HCM Payroll Legal
Reporting Unit Calculation predefined Payroll Reporting
Cards calculation cards Unit
for tax reporting
units. The payroll
Page 22 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

process uses the
calculation rules
defined on the
cards to calculate
earnings and
deductions.
3 Define Chart of Task Create and update General Financia Y Y
Accounts for Enterprise List account structures Ledger ls
Structures used to record
transactions and
maintain account
balances.
4 Manage Chart of Task Create new or General Financia N Y Applications Applicatio Not ERP.ST
Accounts Value Sets review existing Ledger ls Core Setup n Flexfield Started UDENT
value sets for Value Set 9
association with a
key flexfield
segment.
4 Manage Chart of Task Review and update General Financia N Y Applications Applicatio Not ERP.ST
Accounts Structures existing account Ledger ls Core Setup n Key Started UDENT
structures that Flexfield 9
support chart of
accounts structure
instances, which
are used to record
transactions and
Page 23 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

maintain account
balances, or create
new account
structures.
Accounts Structure existing account Ledger ls Core Setup n Key Started UDENT
Instances structure instances Flexfield 9
used to record
transactions and
maintain account
balances, or create
new account
structure sets.
Accounts Value Set existing groups of Ledger ls Core Setup n Flexfield Started UDENT
Values values assigned to Value Set 9
a key flexfield
segment, or create
new groups of
values.
4 Manage Account Task Review and update General Financia N Y Applications Applicatio Not ERP.ST
Hierarchies existing ordered Ledger ls Core Setup n Tree Started UDENT
groupings of 9
accounts, and
create new
groupings.
Page 24 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

4 Manage Task Review and update General Financia N Y Ledger Accountin Not ERP.ST
Accounting Calendars existing groupings Ledger ls g Started UDENT
of accounting Calendar 9
periods, and create
new groupings.
3 Define Accounting Task Create and update Global HCM N Y
Configurations for Human List a self-contained set Payroll
Capital Management of accounting
information meant
to contain
transactions.
4 Manage Primary Task Review and update General Financia Y Y Ledger Ledger Not ERP.ST
Ledgers a self-contained Ledger ls Configurat Started UDENT
accounting ion Detail, 9
information set, and Primary
define new Ledger,
information sets. Primary
Ledger
Configurat
ion
4 Assign Legal Task Associate a General Financia N Y Ledger Ledger, Not ERP.ST
Entities recognized party Ledger ls Ledger Started UDENT
with given rights Configurat 9
and responsibilities ion Detail,
by legislation with Primary
an accounting Ledger
Page 25 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

configuration. Configurat
ion
4 Specify Ledger Task Define the various General Financia Y Y Ledger Ledger, Not ERP.ST
Options additional attributes Ledger ls Ledger Started UDENT
for the ledger. Configurat 9
ion Detail,
Primary
Ledger
Configurat
ion
4 Assign Balancing Task Associate chart of General Financia N Y Ledger Ledger Not ERP.ST
Segment Values to Legal account segment Ledger ls Configurat Started UDENT
Entities values to a legal ion Detail, 9
entity where Ledger
transactions will be Segment
balanced for each Value
of the values in the Assignme
segment. nt,
Primary
Ledger
Configurat
ion
4 Assign Balancing Task Associate chart of General Financia N Y Ledger Ledger Not ERP.ST
Segment Values to account segment Ledger ls Configurat Started UDENT
Ledger values to a ledger ion Detail, 9
where transactions Ledger
Page 26 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

will be balanced for Segment
each of the values Value
in the segment. Assignme
nt,
Primary
Ledger
Configurat
ion
4 Manage Reporting Task Review and update General Financia N Y Ledger Ledger,
Currencies a self-contained Ledger ls Ledger
accounting Configurat
information set that ion Detail,
differs in currency Primary
from the primary Ledger
ledger, and define Configurat
new information ion
sets.
3 Define Business Task Access your HCM HCM Y Y
Units for Human Capital List business units and Commo
Management specify units and n
attributes relevant Architec
to Oracle Fusion ture
Human Capital
Management.
Create and
maintain
Page 27 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

information on units
of an enterprise to
allow for flexible
implementation, to
provide a
consistent entity for
controlling and
reporting on
transactions, and to
be an anchor for
the sharing of sets
of reference data
across applications.
4 Manage Business Task Create and Financia Financia Y Y HCM Core Business Not ERP.ST
Unit maintain ls ls Setup Unit Started UDENT
information on units Commo 9
of an enterprise to n
allow for flexible Module
implementation, to
provide a
consistent entity for
controlling and
reporting on
transactions, and to
be an anchor for
the sharing of
Page 28 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

reference data sets
across applications.
4 Manage Business Task Assign reference Financia Financia N Y HCM Core Business Not ERP.ST
Unit Set Assignment data, which ls ls Setup Unit Set Started UDENT
represents Commo Assignme 9
business rules and n nt
policies, to Module
business units.
3 Define Workforce Task Configure Global HCM Y Y
Structures List structures to Human
represent the Resourc
management and es
operating
requirements of the
enterprise. Define
the structures to
support and
represent workers
using jobs,
positions, and
grades.
4 Manage Task Create and Global HCM N Y HCM Core Legislative Not ERP.ST
Legislative Data Groups manage the Human Setup Data Started UDENT
legislative data Resourc Group 9
groups in which es
you separate
Page 29 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

payroll information
within a legal entity.
4 Manage Value Task Manage value sets Global HCM N Y Applications Applicatio Not ERP.ST
Sets for Global Human to validate the Human Core Setup n Flexfield Started UDENT
Resources content of a Resourc Value Set 9
flexfield segment es
for Global Human
Resources.
4 Define Task Define Global HCM N Y
Organization Structures List organizations such Human
as internal divisions Resourc
and departments, es
and external
organizations such
as disability
organizations.
Create hierarchies
to view the
operating,
reporting, legal,
and financial
structures of the
enterprise.
5 Manage Task Define validation Global HCM N Y Applications Applicatio Not ERP.ST
Organization Structure and display Human Core Setup n Started UDENT
Descriptive Flexfields properties of Resourc Descriptiv 9
Page 30 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

descriptive es e Flexfield
flexfields for
organizations.
Descriptive
flexfields are used
to add custom
attributes to
entities.
5 Manage Task Define properties of Global HCM N Y Applications Applicatio Not ERP.ST
Organization Structure extensible flexfields Human Core Setup n Started UDENT
Extensible Flexfields to extend attributes Resourc Extensible 9
for organizations. es Flexfield
Extensible flexfields
are used to collect
multiple contexts
within the same
flexfield.
5 Manage Task Review and HCM HCM N Y Applications Applicatio Not ERP.ST
Organization Structures maintain lookup Country Core Setup n Started UDENT
Lookups for China values for and Common 9
organization Vertical Lookup
structures, such as Extensi
enterprise ons
category.
Organization Structures maintain lookup Country Core Setup n Started UDENT
Page 31 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

Lookups for France values for and Common 9
organization nature ons
and location type.
5 Manage Task Review and update Global HCM N Y HCM Core Enterprise
Enterprise HCM information Human Setup
Information associated to the Resourc
enterprise, such as es
default work day
information.
5 Manage Task Review and Global HCM N Y Applications Applicatio
Location Lookups maintain lookup Human Core Setup n
values for Resourc Common
locations, such as es Lookup
address types.
5 Manage Task Create and Global HCM N Y HCM Core Location,
Locations manage the Human Setup Location
locations relevant Resourc Address
to your enterprise. es Usage,
For example, Location
create the locations Detail
where people work
as well as the
locations of your
external
Page 32 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

organizations.
5 Manage Task Global HCM N Y Applications Applicatio
Organization Lookups Human Core Setup n
Resourc Common
es Lookup
5 Manage Task Create and Global HCM N Y HCM Core Division,
Divisions manage the Human Setup Division
organizations that Resourc Organizati
represent lines of es on Unit
business in the Classificati
enterprise. on
5 Manage Task Create and Global HCM N Y HCM Core Departme
Departments manage the Human Setup nt,
organizations to Resourc Departme
which workers can es nt
be assigned. Organizati
on Unit
Classificati
on
5 Manage Task Create and Global HCM N Y HCM Core Organizati
Department Trees manage hierarchies Human Setup on Tree
for departments to Resourc
view the internal es
structures of the
workforce.
5 Manage Task Create and Global HCM N Y HCM Core Reporting
Page 33 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

Reporting Establishments manage Human Setup Establish
organizations for Resourc ment,
statutory and es Reporting
regulatory reporting Establish
used by ment
government Classificati
agencies. on
5 Manage Third Task Review or create Global HCM N Y HCM Payroll
Parties third-party persons Payroll
and organizations
that can be
associated with
payment methods.
5 Manage Task Create and Global HCM N Y HCM Core Disability
Disability Organizations manage the Human Setup Organizati
organizations to Resourc on,
which you register es Disability
disabilities for Organizati
workers. on Unit
Classificati
on
5 Manage Task Review and HCM HCM N Y Applications Applicatio
Employment Office maintain lookup Country Core Setup n
Lookups for Saudi Arabia values for and Common
employment office. Vertical Lookup
Extensi
Page 34 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

ons
5 Manage Task Create and Global HCM N Y HCM Core Organizati
Organization Trees manage hierarchies Human Setup on Tree
of organizations to Resourc
view the structures es
of the enterprise.
5 Manage Task Review and HCM HCM N Y Applications Applicatio
Organization Structures maintain lookup Country Core Setup n
Lookups for Kuwait values for and Common
organization nature ons
and location type.
4 Define Grades Task Configure Global HCM Y Y
List assignment grades, Human
rates, and the Resourc
grade ladder es
structure according
to the
compensation
requirements of
your business.
5 Manage Task Review and Global HCM Y Y Applications Applicatio
Assignment Grade maintain lookup Human Core Setup n
Lookups values for grades, Resourc Common
such as grade pay es Lookup
Page 35 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

rate types.
5 Manage Grade Task Define validation Global HCM Y Y Applications Applicatio
Descriptive Flexfields and display Human Core Setup n
properties of Resourc Descriptiv
flexfields for
grades. Descriptive
flexfields are used
to add custom
attributes to
entities.
5 Manage Grades Task Create and Global HCM Y Y HCM Core Assignme
manage Human Setup nt Grade,
assignment grades Resourc Assignme
based on grades, es nt Grade
steps, and Step
assignment grade
rates.
5 Manage Grade Task Create and Global HCM Y Y HCM Core Assignme
Rates manage Human Setup nt Grade
assignment grade Resourc Rate,
rates. es Assignme
nt Grade
Rate
Value
5 Manage Grade Task Create and Global HCM Y Y HCM Core Assignme
Page 36 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

Ladders manage the Human Setup nt Grade
assignment grade Resourc Ladder,
ladder hierarchy. es Assignme
Use either grades nt Grade
and grade rates or Ladder
grade steps and Grade,
step rates. Assignme
nt Grade
Step Rate,
Assignme
nt Grade
Step Rate
Value
4 Define Jobs and Task Create jobs and Global HCM N Y
Positions List positions to Human
represent roles in Resourc
your enterprise es
model, which
enable you to
associate tasks and
individuals who
perform those
tasks. Add valid
grades, evaluation
criteria and profiles
as required by your
Page 37 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

business model.
5 Manage Task Define validation Global HCM N Y HCM Core Applicatio Not ERP.ST
Workforce Structures and display Human Setup n Started UDENT
Descriptive Flexfields properties of Resourc Descriptiv 9
flexfields for the
workforce
structures objects
jobs and positions.
Descriptive
flexfields are used
to add custom
attributes to
entities.
5 Manage Task Define properties of Global HCM N Y HCM Core Applicatio Not ERP.ST
Workforce Structures extensible flexfields Human Setup n Started UDENT
Extensible Flexfields to extend attributes Resourc Extensible 9
for the workforce es Flexfield
structures objects
jobs and positions.
are used to collect
multiple contexts
within the same
flexfield.
5 Manage Job Task Review and HCM HCM N Y Applications Applicatio Not ERP.ST
Page 38 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

Lookups for US maintain lookup Country Core Setup n Started UDENT
values for US jobs, and Common 9
such as office and Vertical Lookup
clerical and Extensi
manufacturing. ons
5 Manage Job Task Review and HCM HCM N Y Applications Applicatio Not ERP.ST
Lookups for France maintain lookup Country Core Setup n Started UDENT
values for jobs, and Common 9
such as job codes. Vertical Lookup
Extensi
ons
5 Manage Job Task Review and Global HCM N Y Applications Applicatio Not ERP.ST
Lookups maintain lookup Human Core Setup n Started UDENT
values for jobs, Resourc Common 9
such as job es Lookup
function and
management level.
5 Manage Job Task Create and Global HCM N Y HCM Core HR Job Not ERP.ST
Families manage job Human Setup Family Started UDENT
families used for Resourc 9
reporting purposes es
or determining
cross job
qualifications.
5 Manage Job Task Create and Global HCM N Y HCM Core HR Job, Not ERP.ST
manage jobs. Human Setup HR Job Started UDENT
Page 39 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

Resourc Evaluation 9
es , HR Job
Valid
Grade
5 Manage Task Review and Global HCM N Y Applications Applicatio Not ERP.ST
Position Lookups maintain lookup Human Core Setup n Started UDENT
values for Resourc Common 9
positions, such as es Lookup
hiring status and
security clearance
code.
5 Manage Task Create and Global HCM N Y HCM Core Position, Not ERP.ST
Positions manage positions. Human Setup Position Started UDENT
Resourc Evaluation 9
es Criteria,
Position
Valid
Grade
5 Manage HCM Task Manage the HCM Global HCM N Y HCM Core HCM Not ERP.ST
Position Hierarchy position hierarchy. Human Setup Position Started UDENT
Resourc Hierarchy 9
es
5 Manage Task Create and Global HCM N Y HCM Core Organizati Not ERP.ST
Position Trees manage hierarchies Human Setup on Tree Started UDENT
of positions to Resourc 9
provide a view of es
Page 40 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

position reporting
across your
organization.
4 Manage Collective Task Create, Edit, Delete Global HCM N Y HCM Core Collective Not ERP.ST
Agreements Collective Human Processes Agreemen Started UDENT
Agreement Resourc t 9
information es
4 Configure Task Configure seniority Global HCM N Y HCM Core Seniority Not ERP.ST
Seniority Dates dates. Human Setup Date Rule Started UDENT
Resourc 9
es
2 Define Batch Data Task Configure and run HCM HCM N Y
Loads List HCM data-loading Commo
processes. n
Architec
ture
3 Configure HCM Data Task Review and update HCM HCM N Y HCM Core Not ERP.ST
Loader the default Commo Setup Started UDENT
configuration n 9
parameters that Architec
control the behavior ture
of the import and
load of bulk data.
3 Import and Load Task Import and load HCM HCM N Y HCM Core Not ERP.ST
HCM Data HCM business Commo Setup Started UDENT
objects using HCM n 9
Page 41 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

Data Loader. Architec
ture
3 Define Spreadsheet Task Load HCM HCM HCM N Y
Data Loads List business objects Commo
from a n
spreadsheet. Architec
ture
4 Initiate HCM Task Initiate HCM HCM HCM N Y HCM Core Not ERP.ST
Spreadsheet Load spreadsheet Commo Setup Started UDENT
loading to launch n 9
and load data for Architec
Business Objects. ture
4 Load Batch Data Task Load Batch Data HCM HCM N Y HCM Core HCM Not ERP.ST
into Oracle Fusion Commo Setup Common Started UDENT
Applications. n Batch 9
Architec Header
ture
2 Manage HCM LDAP Task Review and Global HCM N Y Applications Applicatio Not ERP.ST
User Account Options manage the Human Core Setup n Profile Started UDENT
attributes that Resourc Value 9
control the es
synchronization
options for HCM
and LDAP
accounts.
2 Define Features by Task Review and update Global HCM Y N
Page 42 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

Country or Territory List the country Payroll
extension, address
style, and address
validation settings
for each country or
territory in the
enterprise.
3 Manage Features by Task Review and update Global HCM N N HCM Payroll Legislation Not ERP.ST
Country or Territory the country Payroll Payroll Started UDENT
extension, address Product 9
style, and address
validation settings
for each country or
territory in the
enterprise.
2 Define Automated Task Define the controls GRC GRC N Y
Governance, Risk, and List that automate the Applicati
Performance Controls analysis of data- on
related and Access
address-related Controls
issues to mitigate Govern
risk and optimize or
performance of an
organization.
3 Manage Application Task Manage the rules GRC GRC Y Y GRC Setup Governan Not ERP.ST
Access Controls and resolve issues Applicati ce Risk Started UDENT
Page 43 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

that relate to the on and 9
appropriateness of Access Complianc
access within an Controls e Setup
application. Govern Configurat
or ion
Preventive Controls that proactively Applicati ce Risk Started UDENT
manage the ability on and 9
of users to interact Access Complianc
within an Controls e Setup
application. Govern Configurat
or ion
Transaction Controls and resolve issues Applicati ce Risk Started UDENT
appropriateness of Access Complianc
transactions that Controls e Setup
exist within an Govern Configurat
application. or ion
3 Manage Application Task Maintain the rules GRC GRC Y Y GRC Setup Governan Not ERP.ST
Configuration Controls and resolve issues Applicati ce Risk Started UDENT
configurations that Access Complianc
exist within an Controls e Setup
application Govern Configurat
or ion
Page 44 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

1 Define Common HCM Task Configure your Compen HCM Y N
Configuration for List business processes sation
Compensation and events, define
Management workforce behavior
such as availability,
and configure
extract information
such as HR and
benefits data.
2 Define Workforce Task Review and update Global HCM Y Y
Records List predefined values, Human
such as lookups, Resourc
flexfields, and es
profile options, that
control the content
and behavior of
person and
employment
information.
3 Manage Value Sets Task Manage value sets Global HCM N Y Applications Applicatio Not ERP.ST
for Global Human to validate the Human Core Setup n Flexfield Started UDENT
Resources content of a Resourc Value Set 9
flexfield segment es
for Global Human
Resources.
3 Define Availability Task Configure calendar Global HCM N Y
Page 45 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

List events and work Human
schedules to Resourc
determine worker es
availability.
Availability Lookups maintain lookup Human Core Setup n Started UDENT
values for Resourc Common 9
availability, such as es Lookup
calendar event
categories and
work schedule
resource types.
4 Manage Task Review and edit Global HCM N Y HCM Core Organizati Not ERP.ST
Geography Trees geographic Human Setup on Tree Started UDENT
hierarchies for use Resourc 9
with calendar es
events. Define new
hierarchies.
4 Manage Calendar Task Review and edit Global HCM N Y HCM Core Calendar Not ERP.ST
Events calendar events, Human Setup Event, Started UDENT
which impact Resourc Calendar 9
worker availability, es Event
and define new Coverage
events. Define
calendar event
coverage by
Page 46 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

assigning events to
geographic or
organizational
hierarchies.
4 Review Calendar Task Review the Global HCM N Y HCM Core Calendar Not ERP.ST
Events Coverage coverage of Human Setup Event Started UDENT
calendar events to Resourc 9
workers. es
4 Manage Work Task Review and edit Global HCM N Y HCM Core Shift Not ERP.ST
Shifts work shifts, which Human Setup Started UDENT
determine periods Resourc 9
of work times. es
Define new work
shifts.
4 Manage Work Task Review and edit Global HCM N Y HCM Core Workday
Workday Patterns workday patterns, Human Setup Pattern
which repeat a Resourc
collection of shifts es
over a period of
time. Define new
patterns.
4 Manage Work Task Review and edit Global HCM N Y HCM Core Schedule,
Schedules work schedules. Human Setup Work
Define new Resourc Schedule,
schedules using es Work
patterns, calendar Schedule
Page 47 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

events, and other Exception
exceptions that
impact working
times.
4 Manage Work Task Allows Global HCM N Y HCM Core Resource
Schedule Assignment management of Human Processes Exception,
Administration work schedule Resourc Work
assignments for es Schedule
workers. Assignme
nt, Work
Schedule
Resource
Exception
3 Define Person Task Review and update Global HCM N Y
Record Values List lookups, flexfields, Human
and profile options Resourc
for person es
information.
4 Manage Person Task Review and Global HCM N Y Applications Applicatio
Lookups maintain lookup Human Core Setup n
values for person, Resourc Common
such as contact es Lookup
and address types.
4 Manage Person Task Review and Global HCM N Y Applications Applicatio
Lookups for US maintain lookup Human Core Setup n
values for a person, Resourc Common
Page 48 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

such as I-9 status. es Lookup
4 Manage Person Task Review and HCM HCM N Y Applications Applicatio
Lookups for China maintain lookup Country Core Setup n
values for a person, and Common
such as hukou type Vertical Lookup
and technical title. Extensi
ons
Lookups for United Arab maintain lookup Country Core Setup n
Emirates values for a person, and Common
such as Vertical Lookup
occupations, Extensi
sponsor types, and ons
sponsor
relationship.
Lookups for France maintain lookup Country Core Setup n
values for a person, and Common
such as Vertical Lookup
representation type Extensi
and previous ons
placement.
4 Manage Person Task Define validation Global HCM N Y Applications Applicatio
Page 49 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

flexfields for
person. Descriptive
flexfields are used
to add custom
attributes to
entities.
4 Manage Person Task Define properties of Global HCM N Y Applications Applicatio
Extensible Flexfield extensible flexfields Human Core Setup n
to extend attributes Resourc Extensible
for Person. es Flexfield
are used to collect
multiple contexts
within the same
flexfield.
4 Manage Workforce Task Define profile Global HCM N Y Applications Applicatio
Records Profile Option option settings and Human Core Setup n Profile
Values values to control Resourc Value
behavior for es
workforce records,
such as whether
users see person
names in local or
global formats.
4 Manage Person Task Review and edit Global HCM N Y HCM Core HR Name
Name Formats predefined person Human Setup Format
Page 50 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

name formats that Resourc
determine the es
components of a
person's name.
Define new person
formats.
4 Manage Person Task Review and edit Global HCM N Y HCM Core Person
Types predefined person Human Setup Type
types that Resourc
represent different es
groups of people in
your enterprise.
Define new person
types.
4 Manage Person Task Review and edit Global HCM N Y HCM Core HR Name
Name Styles predefined person Human Setup Style
name styles that Resourc
determine the es
name attributes for
a country. Define
new person name
styles.
Lookups for Germany maintain lookup Country Core Setup n
values for a person. and Common
Vertical Lookup
Page 51 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

Extensi
ons
Lookups for Kuwait maintain lookup Country Core Setup n
Vertical Lookup
Extensi
ons
Lookups for Netherlands maintain lookup Country Core Setup n
Vertical Lookup
Extensi
ons
Lookups for Other maintain lookup Country Core Setup n
Countries values for a person. and Common
Vertical Lookup
Extensi
ons
Lookups for India maintain the lookup Country Core Setup n
values for Benefits and Common
type which allows Vertical Lookup
customers to create Extensi
their own lookup ons
Page 52 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

value as required
for their business
practice.
3 Define Employment Task Review and update Global HCM N Y
Record Values List lookups, flexfields, Human
and profile options Resourc
for employment es
information.
4 Manage Work Task Review predefined Global HCM N Y Applications Applicatio Not ERP.ST
Terms and Assignment lookup values for Human Core Setup n Started UDENT
Lookups employment terms Resourc Common 9
and assignments, es Lookup
such as user
person types and
worker categories,
and create new
values.
4 Manage Task Review predefined Global HCM N Y Applications Applicatio Not ERP.ST
Assignment Responsibility lookup values for Human Core Setup n Started UDENT
Lookups assignment Resourc Common 9
responsibility types, es Lookup
such as benefits
representative and
union
representative, and
create new values.
Page 53 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

Employment Contract maintain lookup Human Core Setup n Started UDENT
Lookups values for Resourc Common 9
employment es Lookup
contracts, such as
contract type and
status.
4 Manage Task Review predefined Global HCM N Y Applications Applicatio Not ERP.ST
Termination Lookups lookup values for Human Core Setup n Started UDENT
terminations and Resourc Common 9
define new values. es Lookup
4 Manage Extended Task Create extended Global HCM N Y HCM Core HCM Not ERP.ST
Lookup Codes lookup codes and Human Setup Extended Started UDENT
associate them with Resourc Lookup 9
the lookup codes es Code
that exist for a
lookup type, for
example, to meet
statutory
requirements.
4 Manage Task Define validation Global HCM N Y Applications Applicatio Not ERP.ST
Employment Descriptive and display Human Core Setup n Started UDENT
Flexfields properties of Resourc Descriptiv 9
flexfields for
employment.
Page 54 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

Descriptive
flexfields are used
to add custom
attributes to
entities.
4 Manage Task Define properties of Global HCM N Y Applications Applicatio Not ERP.ST
Employment Extensible extensible flexfields Human Core Setup n Started UDENT
Flexfields to extend attributes Resourc Extensible 9
for Employment. es Flexfield
are used to collect
multiple contexts
within the same
flexfield.
4 Manage Task Map workforce Global HCM N Y HCM Core Person Not ERP.ST
Assignment Flexfield structures, Human Processes Assignme Started UDENT
Mapping flexfields to a Resourc nt 9
worker, assignment es Flexfield
flexfields. Mapping
4 Manage Workforce Task Define profile Global HCM N Y Applications Applicatio Not ERP.ST
Records Employment option settings and Human Core Setup n Profile Started UDENT
Profile Option Values values to control Resourc Value 9
employment es
behavior, such as
whether to enforce
users to use valid
Page 55 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

grades.
Employment Lookups for maintain lookup Country Core Setup n Started UDENT
France values for a person, and Common 9
such as hire reason Vertical Lookup
and pension Extensi
category. ons
4 Manage Reporting Task Review and HCM HCM N Y Applications Applicatio Not ERP.ST
Lookups for France maintain lookup Country Core Setup n Started UDENT
values required for and Common 9
reporting such as Vertical Lookup
hiring and Extensi
termination ons
reasons.
4 Manage Task Review predefined Global HCM N Y HCM Core Person Not ERP.ST
Assignment Status assignment Human Setup Assignme Started UDENT
statuses that Resourc nt Status 9
control the HR and es Type
payroll status
values. Define new
status names for
the predefined
assignment
statuses.
Employment Lookups for maintain Country Core Setup n Started UDENT
Page 56 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

Other Countries employment lookup and Common 9
values. Vertical Lookup
Extensi
ons
3 Define Environment, Task Review and update Global HCM N Y
Health and Safety List lookups and Human
flexfields for Resourc
environment, es
health, and safety
information.
4 Manage Task Review and Global HCM N Y Applications Applicatio
Environment, Health and maintain lookup Human Core Setup n
Safety Lookups values for Resourc Common
environment, es Lookup
health, and safety,
such as disability
types and statuses.
4 Manage Task Define validation Global HCM N Y Applications Applicatio
Environment, Health and and display Human Core Setup n
Safety Descriptive properties of Resourc Descriptiv
Flexfields descriptive es e Flexfield
flexfields for
environment,
health, and safety.
Descriptive
flexfields are used
Page 57 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

to add custom
attributes to
entities.
3 Define Documents Task Review predefined Global HCM N Y
List document types Human
and create new Resourc
ones as necessary. es
Store information
on documents such
as work permits,
visas, and upload
electronic versions
of documents as
attachments.
4 Manage Document Task Review and Global HCM N Y Applications Applicatio
documents, such es Lookup
as document
categories and
document
subcategories.
4 Manage Document Task Define validation Global HCM N Y Applications Applicatio
Page 58 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

flexfields for
documents.
Descriptive
flexfields are used
to add custom
attributes to
entities.
4 Manage Document Task Review predefined Global HCM N Y HCM Core HR
Types document types Human Setup Document
and create new Resourc Delivery
document types as es Default
necessary. Preferenc
e, HR
Document
Type
3 Schedule Processes Task Schedule Global HCM N Y
for Portrait Gallery List processes that Human
control person- Resourc
search behavior es
and the display of
search results.
4 Schedule Person Task Specify when to Global HCM N Y HCM Core Person
Keyword Crawler update stored Human Processes
keywords for Resourc
person search. es
4 Run Person Task Run to update Global HCM N Y HCM Core Person
Page 59 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

Keyword Crawler stored keywords for Human Processes
person search. Resourc
es
3 Define Workforce Task Configure eligibility Global HCM N Y
Eligibility Profiles List criteria and profiles Human
for use in the Resourc
checklists, work es
schedules, and
collective
agreements.
4 Manage Eligibility Task Create and update Benefits HCM N Y HCM Benefit
Profiles combinations of Benefits Eligibility
required and Profile
optional criteria to
evaluate eligibility
for compensation
objects.
3 Manage Gallery Task Review and update Global HCM N Y
Portrait List person gallery Human
configuration. Resourc
es
4 Edit Public Task Edit Public Settings Global HCM N Y HCM Core Portrait
Settings is the ability to Human Processes Preferenc
control which Resourc es
Portrait cards or es
card content is
Page 60 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

updatable by a user
and what the
default setting is for
the Portrait card or
card content.
4 Manage Gallery Task Enter and maintain Global HCM N Y HCM Core Portrait
Administration Messages the system Human Processes Message
messages that are Resourc
shown in the es
Gallery and Portrait
pages.
2 Define Workforce Task Configure business HCM HCM N N
Business Processes and List processes to better Commo
Events meet working n
practices of the Architec
enterprise. Use the ture
events
infrastructure to
raise events when
processes reach
key points.
Configure
checklists to
manage processes
that use standard
tasks.
Page 61 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

3 Define Profile Task Configure eligibility HCM HCM N Y
Eligibility List criteria and profiles Commo
for participants and n
their dependents. Architec
ture
4 Manage Eligibility Task Create and update Benefits HCM N Y HCM Benefit Not ERP.ST
Profiles combinations of Benefits Eligibility Started UDENT
required and Profile 9
for compensation
objects.
3 Define Checklists Task Configure checklist HCM HCM N Y
List templates and Commo
checklist tasks. n
Link checklist Architec
templates to ture
actions to allocate
them to persons
automatically when
they experience the
action. Use
eligibility profiles to
allocate tasks as
necessary.
4 Manage Checklist Task Define validation Global HCM N Y Applications Applicatio
Page 62 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

flexfields for
checklists.
Descriptive
flexfields are used
to add custom
attributes to
entities.
4 Manage Checklist Task Create checklist Global HCM N Y HCM Core HR
Template templates and Human Setup Checklist,
checklist tasks. Resourc HR
Link checklist es Checklist
templates to Task
actions to allocate
them to persons
automatically when
they experience the
action. Link
eligibility profiles to
tasks to allocate
tasks based on
eligibility criteria.
4 Manage Checklist Task Review and Global HCM N Y Applications Applicatio
Page 63 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

checklists, such as es Lookup
checklist category
3 Manage Payroll Task Review and update Global HCM N Y HCM Payroll Payroll
Process Configuration the default values Payroll Parameter
for application
action parameters.
Review and create
parameter groups
for these
parameters.
3 Manage Default Task Define profile Global HCM N Y Applications Applicatio
Process Configuration option value to Payroll Core Setup n Profile
Group Profile Option specify the default Value
Values payroll process
configuration group
used by payroll and
HR processes
when submitted.
2 Define Extracts Task Extract HR and Global HCM N Y
List payroll data from Human
the database, Resourc
transform the es
extract results to
the desired format,
and distribute the
Page 64 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

output using
different delivery
modes.
3 Manage HCM Extract Task Review and Global HCM N Y Applications Applicatio Not ERP.ST
Lookups maintain lookup Human Core Setup n Started UDENT
values for extracts, Resourc Common 9
such as extract es Lookup
types.
3 Manage HCM Extract Task Review predefined Global HCM N Y HCM Core HCM Not ERP.ST
Definitions extract definitions Human Setup Extract Started UDENT
that enable you to Resourc Attribute, 9
extract data from es HCM
the database, Extract
transform extract Attribute
results to the Conditiona
desired format, and l Action,
distribute the output HCM
using different Extract
delivery modes. Attribute
Create new extract Conditiona
definitions. l
Replacem
ent, HCM
Extract
Data
Group,
Page 65 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

HCM
Extract
Data
Group
Attribute,
HCM
Extract
Data
Group
Connectio
n, HCM
Extract
Data
Group
Criteria,
HCM
Extract
Data
Group
Record,
HCM
Extract
Definition,
HCM
Extract
Delivery
Page 66 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

Option,
HCM
Extract
Delivery
Option
Detail,
HCM
Extract
Parameter
, HCM
Extract
Record
Exclusion
Rule,
HCM
Extract
Record
Sort
Order,
HCM
Extract
Record
and
Attribute
Action
3 Manage Payroll Flow Task Review the Global HCM N Y HCM Payroll Payroll Not ERP.ST
Page 67 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

Patterns predefined best Payroll Flow Started UDENT
practice payroll flow Definition, 9
patterns and create Payroll
new patterns. Flow
Definition
Task
2 Manage Tablet Task Configure mobile Tap for Commo N Y Applications Not ERP.ST
Application Configuration application clients Oracle n Core Setup Started UDENT
to enable tap Applicati 9
capabilities for ons
Oracle Fusion
business objects.
1 Define Elements, Task Create and Compen HCM Y Y
Balances and Formulas List configure payroll sation
elements, such as
earnings and
deductions, as well
as payroll balances
and formulas used
to manage
compensation.
2 Manage Consolidation Task Review the Global HCM N Y HCM Payroll Payroll Not ERP.ST
Groups consolidation Payroll Consolidat Started UDENT
groups assigned to ion Group 9
payroll definitions
and create new
Page 68 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

groups. They let
you process the
results from more
than one payroll in
a single action.
2 Manage Organization Task Review predefined Global HCM N Y HCM Payroll Organizati Not ERP.ST
Payment Methods organization Payroll on Started UDENT
payment methods Payment 9
and create new Method,
methods and their Organizati
payment sources. on
Payment
Method
Rule,
Organizati
on
Payment
Method
Source
2 Manage Payroll Task Create and update Global HCM N Y HCM Payroll Payroll Not ERP.ST
Definitions payroll definitions Payroll Definition Started UDENT
that specify the 9
payment frequency,
processing
schedule, and other
parameters.
Page 69 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

2 Manage Element Task Review and update Global HCM N Y HCM Payroll Payroll Not ERP.ST
Classifications element Payroll Element Started UDENT
classifications, Classificati 9
which control how on
elements are
processed and the
balances they feed.
2 Manage Balance Task Review the Global HCM N Y HCM Payroll Payroll
Definitions predefined balance Payroll Balance
definitions and Definition,
create new ones as Payroll
needed, including Balance
specifying assigned Dimension
dimensions and Context
feeds. Usage
2 Manage Object Groups Task Review and update Global HCM N Y HCM Payroll Payroll
predefined groups, Payroll Object
and create new Group
element groups,
HR employment
groups, payroll
employment
groups, and
groupings of
deduction cards.
2 Configure Legislations Task Configure Global HCM Y Y HCM Payroll Payroll
Page 70 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

for Human Resources legislative data, Human Element
such as currency Resourc Classificati
and element es on
classifications, for
countries or
territories for which
Oracle does not
provide a
predefined country
extension.
1 Define Benefits Task Configure and Benefits HCM Y Y
List review benefits
programs, plans,
and options for
participants and
dependents,
including eligibility
profiles, rates and
coverages, and life
events.
2 Define General Benefits Task Create and edit Benefits HCM N Y
List benefits
configurations such
as reporting
groups, process
parameters, and
Page 71 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

benefit balances.
3 Manage Benefit Task Review and Benefits HCM N Y Applications Applicatio Not ERP.ST
Lookups maintain lookup Core Setup n Started UDENT
values for benefits, Common 9
such as certification Lookup
types and person
factors like gender
and part time.
3 Manage Regulations Task Record and update Benefits HCM N Y HCM Benefit Not ERP.ST
statutory Benefits Plan Started UDENT
requirements by Regulation 9
regulatory body.
3 Manage Benefit Task Create and update Benefits HCM N Y HCM Benefit Not ERP.ST
Groups categories of Benefits Group Started UDENT
employees and 9
other participants
for eligibility or
activity rate
restriction.
Reporting Groups groups of programs Benefits Regulation Started UDENT
and plans for 9
administrative or
regulatory reporting
requirements.
Page 72 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

Balances balances to Benefits Balance Started UDENT
associate with a 9
person or a
formula, such as for
one-time
calculations or
when transitioning
legacy data.
3 Manage Beneficiary Task Create and update Benefits HCM N Y HCM Core Beneficiar
Organizations records of Setup y
organizations that Organizati
participants can on
designate as
beneficiaries.
3 Manage Benefit Task Create and update Benefits HCM N Y HCM Core Organizati
Carriers contact information Setup on
of benefit carriers
associated with
plans or elements.
3 Configure Default Task Configure how Benefits HCM N Y HCM Legal
Benefits Relationships benefits Benefits Entity
relationships are
associated by
default when you
hire a worker or
add additional
Page 73 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

assignments.
Benefits
relationships
control how a
worker's benefits
are grouped for
processing.
3 Manage Third-Party Task Create and update Benefits HCM N Y HCM Core Organizati
Administrators contact information Setup on
of third-party
administrator
organizations that
process claims or
administer other
aspects of benefit
plans.
3 Manage Regulatory Task Create and update Benefits HCM N Y HCM Core Organizati
Bodies contact information Setup on
of the regulatory
bodies that approve
or govern plans.
3 Manage Benefit Task Create and update Benefits HCM N Y HCM Core Organizati
Providers contact and tax Setup on
identification
information of
providers of benefit
Page 74 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

coverages and
services under
plans and
programs.
3 Configure Enrollment Task Review and edit Benefits HCM N Y HCM Benefit
Action Items beneficiary and Benefits Enrollment
dependent Action
certification Type
requirements and
other enrollment
actions such as
primary care
physician
designation or date
of birth certification.
2 Define Benefit Eligibility Task Configure eligibility Benefits HCM N Y
List criteria and profiles
for participants and
their dependents.
3 Manage Benefit Task Create and update Benefits HCM N Y HCM Postal
Service Areas postal code ranges Benefits Code
to use as eligibility Range,
criteria, such as Postal
defining a Code
geographical Range in
region. Benefit
Page 75 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

Service
Area,
Service
Region
Postal
Code
3 Manage Eligibility Task Create and update Benefits HCM N Y HCM Benefit
Profiles combinations of Benefits Eligibility
required and Profile
for compensation
objects.
2 Define Benefit Life Task Configure Benefits HCM N Y
Events List employment,
personal, and
family changes for
eligibility
evaluation,
enrollment, and
disenrollment.
3 Manage Benefit Life Task Configure Benefits HCM N Y HCM Benefit
Events employment, Benefits Collapse
personal, and Life Event,
family changes for Benefit
eligibility Person
Page 76 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

evaluation, Change,
enrollment, and Benefit
disenrollment. Person
Change
for Life
Event,
Benefit
Related
Person
Change,
Caused
Life Event
for
Related
Person,
Life Event
Extra
Informatio
n, Life
Event
Reason,
Related
Person
Change
for Life
Event
Page 77 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

2 Manage Benefit Task Configure one or Benefits HCM N Y
Programs and Plans List more packages of
benefits offerings
by program, plan
type, plan, and
option.
3 Manage Year Task Create and update Benefits HCM N Y HCM Benefit
Periods calendar year and Benefits Within
fiscal year periods Year
for managing Period,
benefit programs Benefit
and plans. Year
Period
3 Manage Benefit Plan Task Create and update Benefits HCM N Y HCM Benefit
Types plan types to group Benefits Plan Type
benefit plans
according to the
type of benefit
provided, such as
medical, dental, or
life insurance.
3 Manage Benefit Task Create reusable Benefits HCM N Y HCM Benefit
Options plan options, Benefits Option
associate the
allowable plan
types with each
Page 78 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

option, and specify
dependent and
beneficiary
designation
requirements.
3 Manage Benefit Task Create and update Benefits HCM N Y HCM Benefit
Plans packages of benefit Benefits Plan
plan offerings and
establish
administrative
procedures and
rules for the plans.
Programs packages of benefit Benefits Program
program offerings
and establish
administrative
procedures and
rules for the
programs.
2 Define Benefit Rates Task Configure activity Benefits HCM N Y
and Coverage List rate amounts and
coverages.
Rates rules for Benefits Activity
administering a Base
Page 79 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

periodic fixed or Rate,
variable rate Benefit
amount to be Activity
distributed to, or Base Rate
contributed by, Certificatio
participants. n, Benefit
Activity
Base Rate
Compens
ation
Level
Factor,
Benefit
Activity
Base Rate
Deduction
Schedule,
Benefit
Activity
Base Rate
Extra
Informatio
n, Benefit
Activity
Base Rate
Extra
Page 80 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

Input
Value,
Benefit
Activity
Base Rate
Partial
Month
Proration
Value,
Benefit
Activity
Base Rate
Payment
Schedule,
Benefit
Activity
Base
Variable
Rate,
Benefit
Activity
Rate
Period To
Date Limit
3 Manage Coverages Task Create and update Benefits HCM N Y HCM Coverage
Across Plan Types groups of plan Benefits Across
Page 81 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

types within a Plan Type
program to which a in
minimum or Program
maximum total
coverage restriction
applies.
3 Manage Benefit Plan Task Create and update Benefits HCM N Y HCM Benefit
Coverages coverage amount Benefits Coverage
limits for benefit Calculatio
plan and option n
combinations.
3 Manage Flex Credits Task Create and update Benefits HCM N Y HCM Benefit
Configuration flex credit shell Benefits Activity
plans that Base
determine which Rate,
enrollments provide Benefit
flex credits and Program
how flex credits
must be calculated
and maintained.
2 Define Enrollment Task Configure display Benefits HCM N Y
Display List and availability of
self-service
enrollment, such as
plan groupings,
enrollment
Page 82 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

authorizations, and
group spaces.
3 Configure Plan Type Task Create and update Benefits HCM N Y HCM Benefit
Groups display options for Benefits Category
online access to
plans and plan
types for individuals
and administrators.
3 Manage Enrollment Task Create and update Benefits HCM N Y HCM Benefit
Authorizations terms and Benefits Authorizati
conditions that on
workers must read
and accept before
they can enroll in
benefits online.
3 Manage Benefit Self- Task Configure self- Benefits HCM N Y HCM Benefits
Service Configuration service enrollment Benefits Self
display and social Service
networking to Configurat
enable workers to ion
manage their
benefits online.
2 Define Benefits Task Import setup Benefits HCM N Y
Configuration Copy List between
environments and
between
Page 83 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

enterprises in the
same environment.
Review imported
plan configurations.
3 Import Benefits Plan Task Import setup Benefits HCM N Y HCM Benefit
Configuration between Benefits Program
environments and
between
enterprises in the
same environment.
Review imported
3 Export Benefits Plan Task Export setup Benefits HCM N Y HCM Benefit
Configuration between Benefits Plan
environments, and
between
enterprises in the
same environment.
Review exported
3 Import Eligibility Task Import an eligibility Benefits HCM N Y HCM Benefit
Profile profile from one Benefits Eligibility
environment into Profile
other environments
and to different
enterprises in the
Page 84 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

same environment.
3 Export Eligibility Task Export an eligibility Benefits HCM N Y HCM Benefit
Profile profile from one Benefits Eligibility
environment for Profile
import into other
environments and
to different
enterprises in the
same environment.
2 Manage User-Defined Task Create and update Benefits HCM Y Y HCM Benefit
Criteria eligibility criteria to Benefits Eligibility
meet specific Profile
needs not included User
in the standard and Defined
derived factor Criteria
criteria.
1 Define Base Pay Task Configure payroll Compen HCM Y Y
List elements, sation
compensation
frequency values,
and other data for
quoting and paying
base pay.
2 Manage Base Pay Task Review and Compen HCM N Y Applications Applicatio Not ERP.ST
Lookups maintain lookup sation Core Setup n Started UDENT
values for salary Common 9
Page 85 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

components, such Lookup
as location and
cost of living
adjustment.
2 Manage Grade Rates Task Create and Global HCM N Y HCM Core Assignme Not ERP.ST
manage Human Setup nt Grade Started UDENT
assignment grade Resourc Rate, 9
rates. es Assignme
nt Grade
Rate
Value
2 Manage Values Defined Task Review and create Global HCM N Y HCM Payroll Payroll
by Criteria values defined by Payroll Deduction
criteria used in rate Allow
calculations, such Override,
as an allowance Payroll
based on location Deduction
or job. Calculatio
n, Payroll
Deduction
Calculatio
n Group,
Payroll
Deduction
Calculatio
n Type,
Page 86 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

Payroll
Deduction
Range
Item
2 Manage Rate Task Review the Global HCM N Y HCM Payroll HCM Rate
Definitions predefined rate Payroll
definitions and
create new
definition as
needed. The rate
definition can either
be a derived rate or
a value defined by
criteria.
2 Manage Salary Basis Task Create a salary Compen HCM N Y HCM Salary
basis that identifies sation Compensati Basis,
the payroll details on Salary
used to pay base Basis
earnings, the Lookup
frequency in which Usages
base pay is quoted,
and the factor used
to annualize base
pay when
associated with a
worker's
Page 87 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

assignment or work
terms.
2 Manage Progression Task Define grade Compen HCM N Y HCM Assignme
Grade Ladders ladders with sation Compensati nt Grade
associated grades, on Ladder,
steps, rates, Assignme
parameters, and nt Grade
rules for use in the Ladder
grade step Grade,
progression Assignme
process. nt Grade
Step Rate,
Assignme
nt Grade
Step Rate
Value,
Grade/Ste
p
Progressio
n Rule
1 Define Transactional Task Define the Transac BI Y Y
Business Intelligence List configuration for tional
Configuration Oracle Busines
Transactional s
Business Intellige
Intelligence to nce
Page 88 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

enable business
intelligence
reporting with the
Oracle Fusion
Applications.
2 Optimize Transactional Task Trim unused Transac BI Y Y Not ERP.ST
Business Intelligence projects from the tional Started UDENT
Repository Transactional Busines 9
Business s
Intelligence Intellige
repository file nce
based on
configured Oracle
Fusion offerings.
2 Manage Transactional Task Review data source Transac BI Y Y Not ERP.ST
Business Intelligence connections in the tional Started UDENT
Connections physical layer of Busines 9
the Transactional s
Business Intellige
Intelligence nce
repository file.
2 Manage Security for Task Review security for Transac BI Y Y Not ERP.ST
Transactional Business Transactional tional Started UDENT
Intelligence Business Busines 9
Intelligence users. s
Intellige
Page 89 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

nce
2 Define Oracle Fusion Task Review functional Transac BI Y Y
Data Extensions for List Oracle Fusion tional
Transactional Business setups to be used Busines
Intelligence in Transactional s
Business Intellige
Intelligence. nce
3 Configure Key Task Define the Transac BI N Y Applicatio Not ERP.ST
Flexfields for Transactional tional n Key Started UDENT
Transactional Business Business Busines Flexfield 9
Intelligence Intelligence key s
flexfield segments Intellige
and validation for nce
use as
classification keys.
These key flexfields
must be defined for
the Transactional
Business
Intelligence to
operate correctly.
3 Configure Descriptive Task Define validation Transac BI N Y Applicatio Not ERP.ST
Flexfields for and display tional n Started UDENT
Transactional Business properties of Busines Descriptiv 9
Intelligence descriptive s e Flexfield
flexfields for Intellige
Page 90 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

Transactional nce
Business
Intelligence.
Descriptive
flexfields are used
to add custom
attributes to
entities.
3 Import Essbase Task Import Essbase Transac BI Y Y
Cubes into Transactional cubes into tional
Business Intelligence Transactional Busines
Repository for Financials Business s
General Ledger Intelligence Intellige
repository. This nce
task is required for
Oracle Fusion
General Ledger.
2 Manage User Currency Task Manage user Transac BI Y Y
Preferences in currency tional
Transactional Business preferences in Busines
Intelligence Transactional s
Business Intellige
Intelligence. nce
1 Define Security for Task Enable users to Compen HCM Y Y
Compensation List perform functions sation
Management related to their job
Page 91 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

roles.
2 Revoke Data Role from Task Revoke the All Applicati HCM N Y HCM Core Not ERP.ST
Implementation Users Access Human ons Processes Started UDENT
Capital Security 9
Management
Application
Administrator data
role from
Implementation
users.
Implementation
users might be
assigned this data
role to perform all
of the Human
Capital
Management setup
steps.
2 Manage Job Roles Task Review, create, or Applicati HCM Y Y HCM Core Not ERP.ST
update enterprise- ons Processes Started UDENT
wide abstract and Security 9
job roles. Create
role hierarchies.
2 Manage Duties Task Review the logical Applicati HCM Y Y HCM Core Not ERP.ST
groupings of tasks ons Processes Started UDENT
that define duty Security 9
Page 92 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

roles. Provision
duty roles to
abstract, job, or
other duty roles.
2 Define Data Security for Task Define Data Compen HCM Y Y
Compensation List Security for sation
Management Compensation
Management.
3 Manage Legislative Task Manage Legislative Global HCM N Y HCM Core Legislative Not ERP.ST
Data Group Security Data Group Human Setup Data Started UDENT
Profile Security Profile. Resourc Group 9
es Security
Profile,
Legislative
Data
Group
Security
Profile List
3 Manage Organization Task Manage Global HCM N Y HCM Core Organizati Not ERP.ST
Security Profile Organization Human Setup on Started UDENT
Security Profile. Resourc Security 9
es Profile,
Organizati
on
Security
Profile
Page 93 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

Classificati
on List,
Organizati
on
Security
Profile
Organizati
on List
3 Manage Country Task Manage Country Global HCM N Y HCM Core Country Not ERP.ST
Security Profile Security Profile. Human Setup Security Started UDENT
Resourc Profile, 9
es Country
Security
Profile
Country
List
3 Manage Position Task Manage Position Global HCM N Y HCM Core Position Not ERP.ST
Resourc Profile, 9
es Position
Security
Profile
Position
List
3 Manage Document Task Manage Document Global HCM N Y HCM Core HR Not ERP.ST
Type Security Profile Type Security Human Setup Document Started UDENT
Page 94 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

Profile. Resourc Type 9
es Security
Profile,
HR
Document
Type
Security
Profile List
3 Manage Person Task Manage Person Global HCM N Y HCM Core Person Not ERP.ST
Resourc Profile, 9
es Person
Security
Profile
Manager
Type,
Person
Security
Profile
Person
Type
3 Assign Security Task Create HCM data Global HCM N Y HCM Core HCM Data
Profiles to Role roles to enable Human Setup Role,
users, such as Resourc HCM Data
human resource es Role
specialists, benefits Security
Page 95 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

specialists, and Profile
payroll managers,
to access the HCM
data required by
their job roles.
Assign security
profiles to abstract
roles, such as
employee and line
manager, to enable
users to access
standard data for
those roles.
3 Manage Data Task Review, create, or Applicati HCM N Y HCM Core Applicatio
Security Policies update grants of ons Processes n Data
entitlement to a Security Security
user or role on an Policy
object or attribute
group for a given
condition.
2 Manage Role Task Create and Global HCM N Y HCM Core Role Not ERP.ST
Provisioning Rules manage rules for Human Setup Provisioni Started UDENT
provisioning roles Resourc ng 9
to people based on es Associate
assignment d Role
information, such List, Role
Page 96 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

as job, position, Provisioni
and person type. ng Rule
1 Define Extensions for Task Configure specific Compen HCM Y Y
Compensation List extensions for sation
Management customization of
Compensation
Management.
2 Define Approval Task Define approval HCM HCM Y Y
Management for Human List routing structures Commo
Capital Management and controls to n
match your Architec
organization's ture
needs.
3 Manage Task Task Review and edit HCM HCM Y Y HCM Core Not ERP.ST
Configurations for Human approval flow rules Commo SOA Started UDENT
Capital Management for workflow tasks. n 9
Architec
ture
3 Manage Approval Task Create groups of HCM HCM Y Y HCM Core Not ERP.ST
Groups for Human Capital users to act on Commo SOA Started UDENT
Management workflow tasks. n 9
Architec
ture
3 Manage Approval Task Configure approval HCM HCM N Y HCM Core Not ERP.ST
Transactions for Human rules and manage Commo Setup Started UDENT
Capital Management failed approval n 9
Page 97 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

processes for Architec
Human Capital ture
Management.
2 Define Help Task Define what users Applicati ATF N Y
Configuration List can see and do in a on
local deployment of Toolkit
Oracle Fusion
Applications Help.
3 Set Help Options Task Set options for the Applicati ATF Y Y Help Portal Help Not ERP.ST
help features on Configurat Started UDENT
available at the Toolkit ion, Help 9
site, which might Topic
include
collaboration,
access to external
web sites, and
settings for custom
help content and an
Oracle User
Productivity Kit
library.
3 Assign Help Text Task Verify that the duty Applicati ATF N Y Help Portal Not ERP.ST
Administration Duty that enables users on Started UDENT
to add and edit help Toolkit 9
is assigned to the
appropriate roles,
Page 98 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

and reassign if
necessary.
3 Manage Help Task Create or update Applicati ATF N Y Help Portal Applicatio Not ERP.ST
Security Groups security groups that on n Data Started UDENT
you can associate Toolkit Security 9
with help to Policy,
determine who can Applicatio
access it. Associate n
each group with a Standard
duty role. This task Lookup
creates lookup
codes, database
resource
conditions, and
data security
policies, which you
can also edit
directly on the
relevant pages.
2 Define Application Task Set up Oracle Applicati ATF N Y
Toolkit Configuration List Fusion Application on
Toolkit features, Toolkit
which are common
across Oracle
Fusion
applications.
Page 99 of 113
Setup Task Lists

and Tasks
Conditional
Required
Level

3 Map Reports to Work Task Select reports to Applicati ATF N Y Home Page Reports Not ERP.ST
Areas appear in the on and Started UDENT
Reports and Toolkit Analytics 9
Analytics region in Mapping
Oracle Fusion
Applications work
areas.
3 Set Watchlist Options Task Specify the Applicati ATF N Y Home Page Not ERP.ST
Watchlist on Started UDENT
categories and Toolkit 9
items available at
your site.
3 Manage Application Task Specify profile Applicati ATF N Y Applications Applicatio Not ERP.ST
Toolkit Administrator option settings and on Core Setup n Profile Started UDENT
Profile Values values to control Toolkit Value 9
the behavior of
some Oracle
Fusion Application
Toolkit features,
such as Oracle
Fusion Applications
Help, and address
mapping options.
2 Maintain Common Task Review and Oracle Commo N Y
Reference Objects List manage objects, for Middlew n
example currencies are
Page 100 of 113

Setup Task Lists

and Tasks
Conditional
Required
Level

and reference data Extensi
sets, that are ons for
shared across Applicati
applications. ons
Perform setup that
applies to Oracle
Fusion Applications
as a whole, for
example Navigator
menu
customization and
maintenance of
common messages
that can be used in
any application.
3 Define Application Task Review and edit a Oracle Commo N Y
Taxonomy List hierarchical Middlew n
organization of are
Oracle Fusion Extensi
application ons for
modules. Applicati
ons
4 Manage Task Review and edit the Oracle Commo N Y Applications Applicatio Not ERP.ST
Taxonomy Hierarchy hierarchy of Middlew n Core Setup n Started UDENT
functional units that are Taxonomy 9
make up Oracle Extensi
Page 101 of 113

Setup Task Lists

and Tasks
Conditional
Required
Level

Fusion ons for
Applications, from Applicati
product families ons
and applications to
functional
components.
3 Define Reference Task Specify how Oracle Commo N Y
Data Sharing List reference data in Middlew n
the application are
should be Extensi
partitioned and ons for
shared. Applicati
ons
Reference Data Sets manage sets for Middlew n Core Setup n Started UDENT
partitioning and are Reference 9
sharing reference Extensi Data Set
data across ons for
organizations. Applicati
ons
4 Manage Set Task Specify the Oracle Commo N Y Applications Applicatio Not ERP.ST
Assignments for Set reference data set Middlew n Core Setup n Started UDENT
Determinant Type assignments for are Reference 9
determinant type of Extensi Data Set
Set. ons for Assignme
Applicati nt
Page 102 of 113

Setup Task Lists

and Tasks
Conditional
Required
Level

ons
4 Manage Task Manage reference Financia Financia Y Y Financial Reference Not ERP.ST
Reference Data Set Data data set data ls ls Common Data Set Started UDENT
Access for Users access for user Commo User Data 9
provisioned roles. n Access
Module
3 Define ISO Task Review and Oracle Commo N Y
Reference Data List manage ISO Middlew n
standard data, for are
example, Extensi
languages and ons for
territories, for use Applicati
across applications. ons
4 Manage Task Review and edit Oracle Commo N Y Applications Applicatio Not ERP.ST
Currencies ISO standard Middlew n Core Setup n Started UDENT
currencies. are Reference 9
Extensi Currency
ons for
Applicati
ons
4 Manage ISO Task Review and edit Oracle Commo N Y Applications Applicatio Not ERP.ST
Languages ISO standard Middlew n Core Setup n Started UDENT
languages. are Reference 9
Extensi ISO
ons for Language
Applicati
Page 103 of 113

Setup Task Lists

and Tasks
Conditional
Required
Level

ons
4 Manage Territories Task Review and edit Oracle Commo N Y Applications Applicatio Not ERP.ST
territories. are Reference 9
Extensi Territory
ons for
Applicati
ons
4 Manage Task Review and edit the Oracle Commo N Y Applications Applicatio Not ERP.ST
Languages installed Middlew n Core Setup n Started UDENT
Extensi Language
ons for
Applicati
ons
4 Manage Industries Task Review and edit Oracle Commo N Y Applications Applicatio Not ERP.ST
industries. are Reference 9
Extensi Industry
ons for
Applicati
ons
4 Manage Natural Task Review and edit Oracle Commo N Y Applications Applicatio Not ERP.ST
Languages natural, spoken Middlew n Core Setup n Started UDENT
Extensi Natural
Page 104 of 113

Setup Task Lists

and Tasks
Conditional
Required
Level

ons for Language
Applicati
ons
4 Manage Time Task Review and edit Oracle Commo N Y Applications Applicatio Not ERP.ST
Zones time zones. Middlew n Core Setup n Started UDENT
are Reference 9
Extensi Time Zone
ons for
Applicati
ons
3 Manage Data Task Review, create, or Applicati HCM N Y HCM Core Applicatio Not ERP.ST
Security Policies update grants of ons Processes n Data Started UDENT
entitlement to a Security Security 9
user or role on an Policy
object or attribute
group for a given
condition.
3 Manage Menu Task Manage Oracle Commo N Y Applications Applicatio
Customizations customizations for Middlew n Core Setup n Menu
the Oracle Fusion are Customiza
Applications Extensi tion
Navigator menu ons for
that are safe for Applicati
patches and ons
upgrades.
3 Set User General Task Specify the general Oracle Commo N Y Applications Applicatio
Page 105 of 113

Setup Task Lists

and Tasks
Conditional
Required
Level

Preferences preferences Middlew n Core Setup n General
settings for all are Preferenc
users, for example Extensi es
language and date ons for
format. Applicati
ons
3 Manage Audit Task Select the business Oracle Commo N Y Applications Applicatio
Policies object attributes to Middlew n Core Setup n Audit
audit for Oracle are Policy
Fusion Extensi
Applications, and ons for
set audit levels for Applicati
other Oracle ons
products.
3 Manage Oracle Task Enable the display Oracle Commo N Y Applications
Social Network Objects of information in Middlew n Core Setup
Oracle Social are
Network about Extensi
changes to ons for
business objects, Applicati
and select which ons
attributes to include
for each object.
3 Manage Applications Task Review and Oracle Commo N Y
Core Common Reference List manage common Middlew n
Objects objects, for are
Page 106 of 113

Setup Task Lists

and Tasks
Conditional
Required
Level

example profiles Extensi
and lookups, that ons for
affect the Applicati
functionality and ons
look of Oracle
Middleware
Extensions for
Applications.
4 Manage Task Review and edit Oracle Commo N Y Applications Applicatio Not ERP.ST
Applications Core messages that are Middlew n Core Setup n Started UDENT
Messages used for Oracle are Message 9
Middleware Extensi
Extensions for ons for
Applications. Applicati
ons
Applications Core manage lookup Middlew n Core Setup n Started UDENT
Standard Lookups values for Oracle are Standard 9
Middleware Extensi Lookup
ons
Applications Core Profile manage profile Middlew n Core Setup n Profile Started UDENT
Options options that affect are Value 9
Oracle Middleware Extensi
Page 107 of 113

Setup Task Lists

and Tasks
Conditional
Required
Level

Applications Applicati
behavior, and ons
specify the levels at
which they can be
set.
4 Manage Task Specify profile Oracle Commo N Y Applications Applicatio Not ERP.ST
Applications Core option settings and Middlew n Core Setup n Profile Started UDENT
Administrator Profile values to control are Value 9
Values Oracle Middleware Extensi
Applications Applicati
behavior. ons
Applications Core Profile manage categories Middlew n Core Setup n Profile Started UDENT
Categories to group profile are Category 9
options that are Extensi
used in Oracle ons for
Middleware Applicati
Extensions for ons
Applications, based
on their functional
area. Categories
can be used to
search for related
profiles and to
Page 108 of 113

Setup Task Lists

and Tasks
Conditional
Required
Level

define data security
rules.
Applications Core Value manage value sets Middlew n Core Setup n Flexfield Started UDENT
Sets for Oracle are Value Set 9
Middleware Extensi
ons
4 Manage Task Review and edit Oracle Commo N Y Applications Applicatio
Applications Core descriptive Middlew n Core Setup n
Descriptive Flexfields flexfields that are are Descriptiv
used for Oracle Extensi e Flexfield
Middleware ons for
Extensions for Applicati
Applications. ons
4 Manage Task Review and Oracle Commo N Y Applications Applicatio
Applications Core manage Middlew n Core Setup n
Attachment Entities attachment entities are Attachmen
for Oracle Extensi t Entity
Middleware ons for
Applications. ons
4 Manage Task Review and Oracle Commo N Y Applications Applicatio
Applications Core manage Middlew n Core Setup n
Attachment Categories attachment are Attachmen
Page 109 of 113

Setup Task Lists

and Tasks
Conditional
Required
Level

categories for Extensi t Category
Oracle Middleware ons for
Applications. ons
4 Manage Task Manage global Oracle Commo N Y Applications Applicatio
Applications Core Global search Middlew n Core Setup n Global
Search Configurations configurations that are Search
determine how Extensi Configurat
Global Search ons for ion
looks on specific Applicati
pages and which ons
groups appear by
default in the
search box auto-
suggest
4 Manage Task Register and edit Oracle Commo N Y Applications Applicatio
Applications Core Global suggestion groups Middlew n Core Setup n
Search Suggestion to appear in the are Suggestio
Groups search box auto- Extensi n Group
suggest ons for
Applicati
ons
4 Manage Task Allows setup and Oracle Commo N Y Applications Applicatio
Applications Core maintenance of Middlew n Core Setup n Global
Alternate Words alternate words for are Search
the global search. Extensi Configurat
Page 110 of 113

Setup Task Lists

and Tasks
Conditional
Required
Level

ons for ion
Applicati
ons
3 Migrate Enterprise Task Select the Oracle Commo N Y Applications
Roles and Assignments to enterprise roles to Middlew n Core Setup
PaaS Identity migrate from are
Oracle Fusion Extensi
Applications to the ons for
PaaS identity store. Applicati
ons
3 Manage User Identity Task Synchronize PaaS Oracle Commo N Y Applications
Synchronization to PaaS user identities, Middlew n Core Setup
Identity Store review the results, are
and export the Extensi
details to Excel. ons for
Applicati
ons
2 Define Custom Task Set up custom jobs Compen HCM Y Y
Enterprise Scheduler Jobs List using the sation
for Compensation Enterprise
Management Scheduler Service
configuration for
Compensation
Management.
3 Manage Custom Task Manage custom HCM HCM N Y HCM Enterprise Not ERP.ST
Enterprise Scheduler Jobs Oracle Enterprise Commo Compensati Scheduler Started UDENT
Page 111 of 113

Setup Task Lists

and Tasks
Conditional
Required
Level

for HCM Compensation Scheduler jobs and n on Job List of 9
their list of values Architec Values
sources for HCM ture Source
Compensation.
3 Manage Custom Task Manage custom HCM HCM N Y HCM Enterprise Not ERP.ST
Enterprise Scheduler Jobs Oracle Enterprise Commo Benefits Scheduler Started UDENT
for HCM Benefits Scheduler jobs and n Job List of 9
Benefits.
3 Manage Custom Task Manage custom HCM HCM N Y HCM Core Enterprise Not ERP.ST
Enterprise Scheduler Jobs Oracle Enterprise Commo Processes Scheduler Started UDENT
for HCM Core Processes Scheduler jobs and n Job List of 9
Core Processes.
3 Manage Custom Task Manage custom HCM HCM N Y HCM Core Enterprise Not ERP.ST
Enterprise Scheduler Jobs Oracle Enterprise Commo Setup Scheduler Started UDENT
for HCM Core Setup and Scheduler jobs and n Job List of 9
Related Applications their list of values Architec Values
Core Setup and
related applications
such as HCM
Configuration
Workbench, HCM
Page 112 of 113

Setup Task Lists

and Tasks
Conditional
Required
Level

Country and
Vertical Extensions,
Social Connection,
and Workforce
Lifecycle Manager.
Page 113 of 113

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