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Oracle HCM Cloud: Configure

Enterprise and Workforce


Structures

Activity Guide
D101376GC10 | D102345

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Table of Contents

Practices for Lesson 1: Course Overview .................................................................................. 5


Practice Overview: Implementer Sign-Ins ................................................................................... 6
Practices for Lesson 2: Human Capital Management Overview ............................................... 7
Practices for Lesson 2 ............................................................................................................... 8
Practices for Lesson 3: Functional Setup Manager Overview .................................................. 9
Practices for Lesson 3 ............................................................................................................... 10
Practices for Lesson 4: Defining Geographies .......................................................................... 11
Practices for Lesson 4 ............................................................................................................... 12
Practices for Lesson 5: Setting Up Enterprise Structures ........................................................ 13
Practices for Lesson 5 ............................................................................................................... 14
Practices for Lesson 6: Managing Enterprise HCM Information ............................................... 15
Practices for Lesson 6 ............................................................................................................... 16
Practices for Lesson 7: Managing Legal Entities ...................................................................... 17
Practices for Lesson 7: Overview ............................................................................................... 18
Practice 7-1: Defining Legal Addresses ...................................................................................... 19
Practice 7-2: Configuring Legal Entities ...................................................................................... 20
Practice 7-3: Setting Up Employment Models and Linking Legislative Data Groups to Legal
Entities ...................................................................................................................................... 22
Practices for Lesson 8: Creating Reference Data Sets and Business Units ............................ 25
Practices for Lesson 8: Overview ............................................................................................... 26
Practice 8-1: Creating Set IDs .................................................................................................... 27
Practice 8-2: Building Business Units ......................................................................................... 28
Practice 8-3: Mapping Business Unit Set Assignments to Reference Data Sets .......................... 29
Practices for Lesson 9: Setting Up Locations, Organizations, and Actions............................. 31
Practices for Lesson 9: Overview ............................................................................................... 32
Practice 9-1: Creating Locations ................................................................................................ 33
Practice 9-2: Setting up Divisions and Departments ................................................................... 34
Practice 9-3: Constructing an Organization Tree ........................................................................ 36
Practice 9-4: Configuring Actions ............................................................................................... 39
Practice 9-5: Creating Collective Agreements............................................................................. 41
Practices for Lesson 10: Setting Up Base Compensation ........................................................ 43
Practices for Lesson 10: Overview ............................................................................................. 44
Practice 10-1: Creating Grades .................................................................................................. 45
Practice 10-2: Configuring Grade Rates ..................................................................................... 47

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Oracle HCM Cloud: Configure Enterprise and Workforce Structures – Table of Contents iii
Practice 10-3: Setting up Annual Salary Basis ............................................................................ 49
Practices for Lesson 11: Managing Jobs ................................................................................... 51
Practices for Lesson 11: Overview ............................................................................................. 52
Practice 11-1: Setting up a Job .................................................................................................. 53
Practices for Lesson 12: Managing Positions ........................................................................... 55
Practices for Lesson 12: Overview ............................................................................................. 56
Practice 12-1: Setting Up Position Synchronization .................................................................... 57
Practice 12-2: Creating Positions ............................................................................................... 59
Practice 12-3: Hiring an Employee to Test the Setup.................................................................. 61
Practices for Lesson 13: Defining Workforce Information ........................................................ 63
Practices for Lesson 13: Overview ............................................................................................. 64
Practice 13-1: Managing Calendar Events.................................................................................. 65
Practice 13-2: Managing Work Schedules .................................................................................. 66
Practices for Lesson 14: Course Summary ............................................................................... 69
Practices for Lesson 14.............................................................................................................. 70
Appendix A: Instructor Demonstrations .................................................................................... 71
Instructor Demonstration L2-1: Exploring HCM Applications Help ............................................... 72
Demonstration L3-1: Reviewing Functional Areas and Features of an Offering ........................... 75
Instructor Demonstration L4-1: Creating an Address Format ...................................................... 78
Instructor Demonstration L7-1: Creating a Legal Address ........................................................... 80
Instructor Demonstration L7-2: Managing Legal Entity HCM Information .................................... 81
Instructor Demonstration L10-1: Reviewing Profile Option Settings............................................. 82
Instructor Demonstration L11-1: Creating a Job ......................................................................... 84
Instructor Demonstration L11-2: Associating a Model Profile with Jobs ....................................... 86
Instructor Demonstration L13-1: Creating User Person Types .................................................... 88
Instructor Demonstration L13-2: Creating Person Name Formats ............................................... 89
Instructor Demonstration L13-3: Creating Person Name Styles .................................................. 91
Instructor Demonstration L13-4: Creating an Assignment Status ................................................ 93

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iv Oracle HCM Cloud: Configure Enterprise and Workforce Structures – Table of Contents
Practices for Lesson 1:
Course Overview
Practice Overview: Implementer Sign-Ins

Overview
In these practices, you create an implementation project, assign implementation tasks to users,
and access the implementation project tasks.
For all the practices in this course that require you to sign in as an implementer, use the student
and corresponding implementer sign-ins that your instructor assigns you. The following table
lists the student number and corresponding implementer sign-ins:
Student Implementer Sign-in Create Legal Address (line 1)
Number
01 HCM_IMPL1 1000 Broadway
02 HCM_IMPL2 2000 Broadway
03 HCM_IMPL3 3000 Broadway
04 HCM_IMPL4 4000 Broadway
05 HCM_IMPL5 5000 Broadway
06 HCM_IMPL6 6000 Broadway
07 HCM_IMPL7 7000 Broadway
08 HCM_IMPL8 8000 Broadway
09 HCM_IMPL9 9000 Broadway
10 HCM_IMPL10 10000 Broadway
11 HCM_IMPL11 11000 Broadway
12 HCM_IMPL12 12000 Broadway
13 HCM_IMPL13 13000 Broadway
14 HCM_IMPL14 14000 Broadway
15 HCM_IMPL15 15000 Broadway
16 HCM_IMPL16 16000 Broadway
17 HCM_IMPL17 17000 Broadway
18 HCM_IMPL18 18000 Broadway
19 HCM_IMPL19 19000 Broadway
20 HCM_IMPL20 20000 Broadway

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6 Practices for Lesson 1: Course Overview


Practices for Lesson 2:
Human Capital Management
Overview
Practices for Lesson 2
There are no practices for this lesson.

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8 Practices for Lesson 2: Human Capital Management Overview


Practices for Lesson 3:
Functional Setup Manager
Overview
Practices for Lesson 3
There are no practices for this lesson.

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10 Demonstrations for Lesson 3: Functional Setup Manager Overview


Practices for Lesson 4:
Defining Geographies
Practices for Lesson 4
There are no practices for this lesson.

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12 Practices for Lesson 4: Defining Geographies


Practices for Lesson 5:
Setting Up Enterprise
Structures
Practices for Lesson 5
There are no practices for this lesson.

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14 Practices for Lesson 5: Setting Up Enterprise Structures


Practices for Lesson 6:
Managing Enterprise HCM
Information
Practices for Lesson 6
There are no practices for this lesson.

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16 Practices for Lesson 6: Managing Enterprise HCM Information


Practices for Lesson 7:
Managing Legal Entities
Practices for Lesson 7: Overview

Overview
In these practices, you perform the following:
 Define a legal address.
 Define a legal entity.
 Set up an employment model and link a legislative data group to a legal entity.

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18 Practices for Lesson 7: Managing Legal Entities


Practice 7-1: Defining Legal Addresses

Overview
In this practice, you create a new legal address for InFusion Corporation, which has acquired a
new financial services division.

Assumptions
 Time: < 20 minutes
 Replace XX with your student number (01-20) as assigned by your instructor. These
are values assigned to you in the table in Lesson 1 of the activity guide.

Tasks
1. Sign in and navigate to FSM.
a. Sign in as hcm_implXX.
Note: Log-in information is found in Lesson 1.
b. Click the Settings and Actions menu.
Note: It is the arrow next to your user in the upper right corner.
c. Select Setup and Maintenance.
d. In the Setup field, select Workforce Deployment.
e. In the Functional Areas section, click in the Legal Structures row.
2. Define a legal address.
a. In the Legal Structures section, click the Manage Legal Addresses task.
b. In the Search Results section, click the Create icon.
c. On the Location Create dialogue box, in the Address Line 1 field, enter your
assigned legal address from the table in Lesson 1.
d. In the Postal Code field, enter 30314.
e. Click the Tab key.
f. Select 30314 Atlanta, Fulton, Georgia.
g. Click OK.
h. Click the Save and Close.

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Practices for Lesson 7: Managing Legal Entities 19


Practice 7-2: Configuring Legal Entities

Overview
In this practice, you create a legal entity.

Assumptions
 Time: < 20 minutes
 Replace XX with your student number (01-20) as assigned by your instructor.

Prerequisite
 Prior to completing this practice, you must complete Practice 7-1.

Tasks
1. Sign in and navigate.
a. Ensure you are logged in as hcm_implXX.
b. Ensure that you are on the Setup: Workforce Deployment page. If not:
1) Click the arrow to Settings and Actions menu.
 Note: It is the arrow next to your user in the upper right corner.
2) Select Setup and Maintenance.
3) In the Setup field, select Workforce Deployment.
4) In the Functional Tasks sections, click in the Legal Structures row.
2. Define a scope.
a. In the Legal Structures section, for the Manage Legal Entity task, click the Select
link in the Scope column.
b. In the Select Scope dialogue box, click the Manage Legal Entity radio button.
c. In the Legal Entity drop-down menu, select Create New.
d. Click Apply and Go to Task.
3. Create a legal entity.
a. On the Manage Legal Entities page, in the Search Results section, click the Create
icon.
b. On the Create Legal Entity page, in the Name field, enter XX InFusion Financial.
Note: Replace XX with the number at the end of your HCM_IMPXX user ID. Do this
every time you enter a value that contains XX.
c. In the Legal Entity Identifier field, enter XXINFUS.
d. Select the Payroll statutory unit check box.
e. Select the Legal Employer check box.
f. In the Registration Information section, in the Legal Address dropdown menu,
search for and select legal address that you created in the previous activity.
g. In the EIN or TIN field, enter 93654213XX,

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20 Practices for Lesson 7: Managing Legal Entities


Note: Replace XX with the number at the end of your HCM_IMPXX user ID.
h. In the Legal Reporting Unit Registration Number field, enter 1212321XX.
i. Click Save and Close.
Note: The save and close transaction may take about 30 seconds to complete.

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Practices for Lesson 7: Managing Legal Entities 21


Practice 7-3: Setting Up Employment Models and Linking Legislative
Data Groups to Legal Entities

Overview
In this practice, you will set up an employment model and link a legislative data group to your
newly created legal entity.

Assumptions
 Time: < 10 minutes
 Replace XX with your student number (01-20) as assigned by your instructor.

Prerequisites
 Prior to completing this practice, you must complete practice 7-1 and 7-2.

Tasks
1. Sign in and navigate.
a. Ensure you are logged in as hcm_implXX.
b. Ensure that you are on the Setup: Workforce Deployment page. If not:
1) Click the arrow to Settings and Actions menu.
 Note: It is the arrow next to your user in the upper right corner.
2) Select Setup and Maintenance.
3) In the Setup field, select Workforce Deployment.
4) In the Functional Tasks sections, click in the Legal Structures row.
2. Select a scope.
a. In the Legal Structures section, for the Manage Legal Entity HCM Information task,
click the Select link in the Scope column.
b. In the Select Scope dialogue box, click the Manage Legal Entity radio button.
c. In the Legal Entity drop-down menu, select Select and Add.
d. Click Apply and Go to Task to show the Manage Legal Entities page.
e. On the Select and Add: Legal Entity dialogue box, in the Search Results section,
select XX InFusion Financial.
f. Click Save and Close.
3. Correct legal entity details.
a. On the Legal Entity: XX InFusion Financial page, click Edit, select Correct.
b. In the Legal Employer Information section, in the Employment Model menu, select
2-Tier Multiple Assignment.
c. Click the link for the Payroll Statutory Unit tab.
d. In the Associated Legislative Data Group menu, search for and select US
Legislative Data Group.

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22 Practices for Lesson 7: Managing Legal Entities


e. Click Submit.
f. On the Warning dialogue box, click Yes.
g. On the Confirmation dialogue box, click OK.
h. Click Done.

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Practices for Lesson 7: Managing Legal Entities 23


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24 Practices for Lesson 7: Managing Legal Entities


Practices for Lesson 8:
Creating Reference Data Sets
and Business Units
Practices for Lesson 8: Overview

Overview
In these practices, you create a set ID and a business unit to link to a legal entity.

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26 Practices for Lesson 8: Creating Reference Data Sets and Business Units
Practice 8-1: Creating Set IDs

Overview
In this practice, you create a Set ID.

Assumptions
 Time: < 5 minutes
 Replace XX with your student number (01-20) as assigned by your instructor.

Tasks
1. Sign in and navigate.
a. Ensure you are logged in as hcm_implXX.
b. Ensure that you are on the Setup: Workforce Deployment page. If not:
1) Click the arrow to Settings and Actions menu.
 Note: It is the arrow next to your user in the upper right corner.
2) Select Setup and Maintenance.
3) In the Setup field, select Workforce Deployment.
2. Create a set ID.
a. In the Functional Areas section, click in the Enterprise Profile row.
b. In Enterprise Profile section, in the Show field, select All Tasks.
c. Click the Manage Reference Data Sets link.
d. On the Manage Reference Data Sets page, in the Search Results section, click the
New icon.
e. In the Set Code field, enter XXSALES.
Note: All letters appearing in the Set Code field must be capitalized.
f. In the Set Name field, enter XX Sales.
g. In the Description field, enter Sales Set ID.
h. Click Save and Close.

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Practices for Lesson 8: Creating Reference Data Sets and Business Units 27
Practice 8-2: Building Business Units

Overview
In this practice, you create a business unit. You use this business unit when you hire an
employee in a later lesson.

Assumptions
 Time: < 5 minutes
 Replace XX with your student number (01-20) as assigned by your instructor.

Tasks
1. Sign in and navigate.
a. Ensure you are logged in as hcm_implXX.
b. Ensure that you are on the Setup: Workforce Deployment page. If not:
1) Click the arrow to Settings and Actions menu.
 Note: It is the arrow next to your user in the upper right corner.
2) Select Setup and Maintenance.
3) In the Setup field, select Workforce Deployment.
2. Create a business unit.
a. In the Functional Areas section, click in the Organization Structures row.
b. In the Organization Structures section, click the Manage Business Unit task.
c. On the Manage Business Units page, in the Search Results section, click the Create
icon.
d. In the Name field, enter XX Sales Business Unit.
e. In the Manager field, search for and select Linda Swift.
f. Ensure that the Active check box is selected, if it is not, select it.
g. In the Location dropdown menu, search for and select New York.
h. Select New York.
i. In the Default Set dropdown menu, search for and select COMMON.
j. Click Save and Close.

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28 Practices for Lesson 8: Creating Reference Data Sets and Business Units
Practice 8-3: Mapping Business Unit Set Assignments to Reference
Data Sets

Overview
In this practice, you map a business unit set assignment to a reference data set. You need to
use this business unit when you hire an employee in a later lesson.

Assumptions
 Time: < 5 minutes
 Replace XX with your student number (01-20) as assigned by your instructor.

Prerequisites
 Prior to completing this practice, you must complete practice 8-1 and 8-2.

Tasks
1. Sign in and navigate.
a. Ensure you are logged in as hcm_implXX.
b. Ensure that you are on the Setup: Workforce Deployment page. If not:
1) Click the arrow to Settings and Actions menu.
 Note: It is the arrow next to your user in the upper right corner.
2) Select Setup and Maintenance.
3) In the Setup field, select Workforce Deployment.
4) In the Functional Areas section, click in the Organization Structures row.
2. Map a business unit set assignments to reference data sets.
a. In the Organization Structures section, in the Show field, select All Tasks.
b. For the Manage Business Unit Set Assignment task, click Select in the Scope
column.
c. In the Business Unit drop-down list, choose Select and Add.
d. Click Apply and Go to Task.
e. On the Select and Add: Business Unit page, search for and select XX Sales
Business Unit.
f. Click Save and Close.
g. On the Manage Set Assignments: XX Sales Business Unit page, click in the
Departments row.
h. In the Reference Data Set Code field, select XX SALES.
i. Repeat steps g and h for the Grades, Jobs and Locations rows.
j. Click Save and Close.

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Practices for Lesson 8: Creating Reference Data Sets and Business Units 29
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30 Practices for Lesson 8: Creating Reference Data Sets and Business Units
Practices for Lesson 9:
Setting Up Locations,
Organizations, and Actions
Practices for Lesson 9: Overview

Overview
In these practices, you create a location, division, and department for your workforce structure.
You also create an action to track changes to an employee’s records and an employee’s
collective agreement.

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32 Practices for Lesson 9: Setting up Locations, Organizations, and Actions


Practice 9-1: Creating Locations

Overview
In this practice, you create a location in New York.
Note: Due to the approval configuration in our training instance, the activities in this practice
must be performed by a user who is tied to a person record or who has an approval hierarchy.
Therefore, ensure that you log out as HCM_IMPLXX and log in as Curtis Feitty.

Assumptions
 Time: < 10 minutes
 Replace XX with your student number (01-20) as assigned by your instructor.

Prerequisites
 Prior to completing this practice, you must complete the practices in lesson 8.

Tasks
1. Sign in and navigate.
a. Sign in as Curtis.Feitty.
b. Click the Setting and Action menu, select Setup and Maintenance.
c. In the Setup field, select Workforce Deployment.
d. In the Functional Areas section, click in the Workforce Structures row.
e. In the Workforce Structures section, in the Show field, select All Tasks.
f. In the Task column, click the Manage Locations link.
2. Create a location.
a. On the Manage Locations page, in the Search Results section, click Create.
b. On the Create Location page, in the Effective Start Date field, enter 1/1/2016.
c. In the Location Set dropdown menu, search for and select XXSales.
d. In the Location Information section, in the Name field, enter XX New York.
e. In the Code field, enter XXNY.
f. In the Main Address section, in the Address Line1 field, enter 521 Madison Ave.
g. In the Address Line 2 field, enter Suite 200.
h. In the ZIP Code field, enter 10022.
i. Press the Tab key.
j. Select the 10022 | New York | New York | NY option.
k. Click OK.
l. Click Submit.
m. On the Warning dialogue box, click Yes.
n. On the Confirmation dialogue box, click OK.
o. Click Done.

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Practices for Lesson 9: Setting up Locations, Organizations, and Actions 33


Practice 9-2: Setting up Divisions and Departments

Overview
InFusion Corporation has acquired a new financial services division. In this practice, you:
 Create an InFusion Financial Services US division
 Create an InFusion Financial Sales department to support the new acquisition
Note: Due to the approval configuration in our training instance, the activities in this practice
must be performed by a user who is tied to a person record or who has an approval hierarchy.
Therefore, ensure you logged in as Curtis Feitty.

Assumptions
 Time: < 25 minutes
 Replace XX with your student number (01-20) as assigned by your instructor.

Prerequisites
 Prior to completing this practice, you must complete the practices in lesson 8.

Tasks
1. Sign in and navigate.
a. Ensure you are signed in as curtis.feitty.
b. Ensure that you are on the Setup: Workforce Deployment page. If not:
1) Click the arrow to Settings and Actions menu.
 Note: It is the arrow next to your user in the upper right corner.
2) Select Setup and Maintenance.
3) In the Setup field, select Workforce Deployment.
4) In the Functional Areas section, click in the Workforce Structures row.
2. Create a division.
a. In the Workforce Structures section, click the Manage Divisions task.
b. On the Manage Divisions page, in the Search Results section, click the Create icon.
3. Enter the division description.
a. On the Create Division: Description page, ensure that the Create new radio button is
selected.
b. In the Effective Start Date field, enter 1/1/2016.
c. In the Name field, enter XX InFusion Financial Services US.
d. Retain the Status default of Active.
e. Click Next.
4. Enter the division details.
a. On the Create Division: Division Details page, In the Reporting Name field, enter
Financial Services US.

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34 Practices for Lesson 9: Setting up Locations, Organizations, and Actions


b. In the Manager list, search and select Swift, Linda.
c. Click Next.
5. Review the division details entered.
a. Review the results.
b. Click Submit.
c. On the Warning dialogue box, click Yes.
d. On the Confirmation dialogue box, click OK.
e. Click Done.
6. Create a department.
a. In the Workforce Structures section, click the Manage Departments task.
b. On the Manage Department page, in the Search Results section, click the Create
icon.
7. Enter the department description.
a. On the Create Department: Description page, ensure the Create new radio button is
selected.
b. In the Effective Start Date field, enter 1/1/2016.
c. Accept the Department Set field, search for and select XXSALES.
d. In the Name field, enter XX InFusion Financial Sales.
e. Retain the Status default of Active.
f. Click Next.
8. Enter the department details.
a. On the Create Department: Department Details page, in the Reporting Name field,
enter InFusion Financial.
b. In the Manager list, search for and select Swift, Linda.
c. Click Next.
9. Review the department details entered.
a. On the Create Department: Review page, click Submit.
b. On the Warning dialogue box, click Yes.
c. On the Confirmation dialogue box, click OK.
d. Click Done.

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Practices for Lesson 9: Setting up Locations, Organizations, and Actions 35


Practice 9-3: Constructing an Organization Tree

Overview
In this activity, you create an organization tree and add a node to the tree.

Assumptions
 Time: < 20 minutes

Prerequisite
 Prior to completing this practice, you must complete the practices in Lesson 7.

Tasks
1. Sign in and navigate to create an organization tree.
a. Signed in as HCM_IMPLXX.
b. Click the arrow to Settings and Actions menu.
Note: It is the arrow next to your user in the upper right corner.
c. Select Setup and Maintenance.
d. In the Setup field, select Workforce Deployment.
e. In the Functional Areas section, click in the Workforce Structures row.
f. In the Workforce Structures section, in the Show field, select All Tasks.
g. Click the Manage Organization Trees task.
h. On the Manage Organization Trees page, in the Search Results section, click the
Create Tree icon.
2. Specify the organization tree definition.
a. On the Manage Organization Trees: Specify Definition page, in the Name field,
enter Finance.
b. In the Code field, enter XX FIN_ORG.
c. In the Description field, enter financial organization hierarchy.
d. Click Next.
3. Specify the organization tree labels.
a. On the Manage Organization Trees: Specify Labels page, review the details.
Note: You don’t need to specify labels for HCM trees.
b. Click Next.
4. Review the organization tree access rules.
a. On the Manage Organization Trees: Specify Access Rules page, review the details.
Note: You don’t need to specify access rules for HCM trees.
b. Click Submit.
5. Create a tree version.

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36 Practices for Lesson 9: Setting up Locations, Organizations, and Actions


a. On the Manage Organization Trees page, in the Search Results section, section the
XX Financial Organization row.
b. Click the Actions dropdown menu, select Create Tree Version.
6. Specify the organization tree definition.
a. On the Manage Organization Trees: Specify Definition page, in the Name field,
enter XX Financial Organization.
b. In the Code field, enter XX FIN_ORG.
c. In the Description field, enter financial organizational hierarchy as of 1/1/2016.
d. In the Effective Start Date field, enter 1/1/2016.
e. Click Next.
f. At the Confirmation message, click OK
7. Specify the organization tree nodes.
a. On the Manage Organization Trees: Specify Nodes page, click the Add icon.
b. On the Add Tree Node dialogue box, click the Search button.
c. On the Search Node dialogue box, in the Name field, enter XX InFusion Financial.
d. Click Search.
e. In the Search Results section, select the XX InFusion Financial | Internal | Legal
Reporting Unit row.
f. Click the Add Tree Node button.
g. In the Node Name column, select the XX InFusion Financial XXXX-01-01 row.
h. Click the Add icon.
i. On the Add Tree Node dialogue box, click Search.
j. On the Search Node dialogue box, in the Name field, enter XX InFusion Financial
Services US.
k. Click Search.
l. In the Search Results section, select the XX InFusion Financial Services US |
Internal | Division row.
m. Click the Add Tree Node button.
n. Expand the XX InFusion Financial Services XXXX-01-01 row.
o. Select the XX InFusion Financial Services US XXXX-01-01 row.
p. On the Add Tree Node dialogue box, click Search.
q. On the Search Node dialogue box, in the Name field, enter XX InFusion Financial
Sales.
r. Click Search.
s. In the Search Results section, select the XX InFusion Financial Sales | Internal |
Department row.
t. Click the Add Tree Node button.
u. Expand the XX InFusion Financial Services US XXXX-01-01 row.
Note: The Node Names should reflect this hierarchy:

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Practices for Lesson 9: Setting up Locations, Organizations, and Actions 37


XX InFusion Financials
XX InFusion Financials Services US
XX InFusion Financials Sales
v. Click Submit.
w. At the Confirmation message, click OK.
8. Validate the organization tree.
a. On the Manage Organization Trees page, in the Search Results section, expand the
XX Financial Organization.
b. Click Submit.
c. Select the Finance row.
d. In the Actions dropdown menu, select Set Status.
e. Select Active.
f. In the Audit Results section, select Online Audit.
Note: Your tree version is now active.
g. Click OK after the audit is validated.
Note: The Audit Results section indicates the validation of the tree version.
h. Click Done to return to the Manage Organization Trees page.
i. Click Done.

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38 Practices for Lesson 9: Setting up Locations, Organizations, and Actions


Practice 9-4: Configuring Actions

Overview
In this practice, you:
 Create an action “XX Legal Entity Transfer” and associate it with the Global Transfer
action type.
 Associate the action with a new action reason XX Company Transfer.

Assumptions
 Time: < 20 minutes
 Replace XX with your student number (01-20) as assigned by your instructor.

Tasks
1. Sign in and navigate.
a. Ensure you are logged in as hcm_implXX.
b. Ensure that you are on the Setup: Workforce Deployment page. If not:
1) Click the arrow to Settings and Actions menu.
 Note: It is the arrow next to your user in the upper right corner.
2) Select Setup and Maintenance.
3) In the Setup field, select Workforce Deployment.
4) In the Functional Tasks sections, click in the Workforce Structures row.
5) In the Workforce Structures section, in the Show field, select All Tasks.
2. Create an action.
a. In the Workforce Structures section, click the Manage Actions task.
b. In the Action section, click the Add icon.
a. In the Action Code field, enter XX_LEGAL_ENTITY_TRANSFER.
b. In the Action Name field, enter XX Legal Entity Transfer.
c. In the Start Date field, select or enter 1/1/2016.
d. In the Action Type dropdown menu, select Global Transfer.
e. Click Save.
f. On the Warning dialogue box, click Yes.
g. On the Confirmation dialogue box, click OK.
3. Add action reasons.
a. In the XX Legal Entity Transfer: Action Reasons section, click Add.
b. On the Warning dialogue box, click Yes.
c. On the Create New XX Legal Entity Transfer: Action Reasons window, in Action
Reason Code field, enter XX_COMPANY_TRANSFER.
d. In the Action Reason field, enter XX Company Transfer.

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Practices for Lesson 9: Setting up Locations, Organizations, and Actions 39


e. In the Reason Start Date field, select or enter 1/1/2016.
f. In the Reason Start Date field, select or enter the last day of this year.
g. Click OK.
h. On the Manage Actions page, click Save.
i. On the Warning dialogue box, click Yes.
j. On the Confirmation dialogue box, click OK.
k. Click Done.

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40 Practices for Lesson 9: Setting up Locations, Organizations, and Actions


Practice 9-5: Creating Collective Agreements

Overview
In this practice, you create a collective agreement. When hiring an employee, managers can link
the collective agreement to an assignment or employment terms for a worker.

Assumptions
 You have the Application Implementation Manager or Application Implementation
Consultant role to create a collective agreement.
 Time: < 20 minutes

Tasks
1. Sign in and navigate.
a. Ensure you are logged in as hcm_implXX.
b. Ensure that you are on the Setup: Workforce Deployment page. If not:
1) Click the arrow to Settings and Actions menu.
 Note: It is the arrow next to your user in the upper right corner.
2) Select Setup and Maintenance.
3) In the Setup field, select Workforce Deployment.
4) In the Functional Tasks sections, click in the Workforce Structures row.
5) In the Workforce Structures section, in the Show field, select All Tasks.
2. Create a collective agreement.
a. In the Workforce Structures section, click the Manage Collective Agreements task.
b. In the Search Results section, click the Create icon.
c. On the Create Collective Agreement page, in the Effective Start Date field, enter
1/1/2016.
d. In the Country dropdown menu, accept the default of United States.
Note: Collective agreements are country-specific. The country value is mandatory for a
collective agreement; you may enter the bargaining unit, legal employer, and union
code values depending on the country.
e. In the Collective Agreement Details section, in the Identification Code field, enter
XX_TRNUN.
Note: This is a code used to uniquely identify the collective agreement.
f. In the Name field, enter XX Trade Union.
g. In the Description field, enter Collective Agreement for InFusion Union Trade
Association.
h. In the Union dropdown menu, select Manufacturing Union.
i. In the Legal Employer dropdown menu, search for and select US1 Legal Entity.
Note: This is the organization that legally employs the employee.

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Practices for Lesson 9: Setting up Locations, Organizations, and Actions 41


j. In the Negotiating Parties – Employee Organization section, in the Employee
Organization field, enter XX Trade Union.
k. In the Employee Contact field, enter Linda Swift.
l. In the Negotiating Parties – Employer Organization section, in the Employer
Organization field, enter InFusion.
m. In the Employer Contact field, enter Curtis Feitty.
n. Click Save and Close.
o. Click Done.

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42 Practices for Lesson 9: Setting up Locations, Organizations, and Actions


Practices for Lesson 10:
Setting Up Base
Compensation
Practices for Lesson 10: Overview

Overview
In these practices, you create a grade, a grade rate, and an annual salary basis.

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44 Practices for Lesson 10: Setting up Base Compensation


Practice 10-1: Creating Grades

Overview
In this practice, you create a grade.

Assumptions
 Time: < 10 minutes
 Replace XX with your student number (01-20) as assigned by your instructor.

Prerequisites
 Prior to completing this practice, you must complete practice 8-1.

Tasks
1. Sign in and navigate.
a. Ensure you are signed in as hcm_implXX.
b. Ensure that you are on the Setup: Workforce Deployment page. If not:
1) Click the arrow to Settings and Actions menu.
 Note: It is the arrow next to your user in the upper right corner.
2) Select Setup and Maintenance.
3) In the Setup field, select Workforce Deployment.
4) In the Functional Areas section, click in the Workforce Structures row.
5) In the Show field, select All Tasks.
2. Create a grade.
a. In the Workforce Structures section, click the Manage Grades task.
b. On the Manage Grades page, in the Search Results section, click Create.
c. On the Create Grade: Grade Details page, in the Effective Start Date field, enter
1/1/2016.
d. In the Grade Set dropdown menu, search for and select XX Sales.
e. In the Name field, enter XX Sales Executive.
f. In the Code field, enter XX_SALESEXEC.
g. Click Next.
Note: This grade does not contain steps.
h. On the Create Grade: Grade Steps page, click Next.
Note: We will create grade rates in the next practice.
i. On the Create Grade: Grade Rates page, click Next.
j. On the Create Grade: Review page, review the details you entered.
k. Click Submit.
l. On the Warning dialogue box, click Yes.

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Practices for Lesson 10: Setting up Base Compensation 45


m. On the Confirmation dialogue box, click OK.
n. Click Done.

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46 Practices for Lesson 10: Setting up Base Compensation


Practice 10-2: Configuring Grade Rates

Overview
In this practice, you create a base salary grade rate.

Assumptions
 Time: < 10 minutes
 Replace XX with your student number (01-20) as assigned by your instructor.

Prerequisite
 Prior to completing this practice you must complete practice 8-1 and 10-1.

Tasks
1. Sign in and navigate.
a. Ensure you are signed in as hcm_implXX.
b. Ensure that you are on the Setup: Workforce Deployment page. If not:
1) Click the arrow to Settings and Actions menu.
 Note: It is the arrow next to your user in the upper right corner.
2) Select Setup and Maintenance.
3) In the Setup field, select Workforce Deployment.
4) In the Functional Areas section, click in the Workforce Structures row.
5) In the Show field, select All Tasks.
2. Create a grade rate.
a. In the Workforce Structures section, click Manage Grade Rates.
b. In the Search Results section, click Create.
c. In the Legislative Data Group dropdown menu, search for and select US Legislative
Data Group.
d. On the Create Grade Rate page, in the Effective Start Date field, enter 1/1/2016.
e. In the Name field, enter XX Annual Salary Rate Sales Execs.
f. In the Rate Type dropdown menu, accept the default of Salary.
g. In the Status dropdown menu, accept the default of Active.
h. In the Frequency dropdown menu, accept the default of Annually.
3. Add grade rate values.
a. In the Grade Rate Values section, click Add Row.
b. In the Grade dropdown menu, search for and select XX Sales Executive.
c. In the Minimum field, enter 45000.
d. In the Maximum field, enter 65000.
Note: The Midpoint field is automatically calculated and populated.

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Practices for Lesson 10: Setting up Base Compensation 47


4. Review and submit the grade rate.
a. Click Review.
b. Review the details of the grade rate.
c. Click Submit.
d. On the Warning dialogue box, click Yes.
e. On the Confirmation dialogue box, click OK.
f. Click Done.

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48 Practices for Lesson 10: Setting up Base Compensation


Practice 10-3: Setting up Annual Salary Basis

Overview
In this practice, you create the annual salary basis.

Assumptions
 Time: < 10 minutes
 Replace XX with your student number (01-20) as assigned by your instructor.

Prerequisite
 Prior to completing this practice you must complete practice 8-1, 10-1, and 10-2.

Tasks
1. Sign in and navigate.
a. Ensure you are signed in as hcm_implXX.
b. Ensure that you are on the Setup: Workforce Deployment page. If not:
1) Click the arrow to Settings and Actions menu.
 Note: It is the arrow next to your user in the upper right corner.
2) Select Setup and Maintenance.
3) In the Setup field, select Workforce Deployment.
2. Create a salary basis.
a. In the Functional Areas section, select the Base Pay row.
b. In the Base Pay section, in the Show field, select All Tasks.
c. In the Base Pay section, select the Manage Salary Basis task.
d. On the Manage Salary Basis page, in the Search Results section, click Create.
3. Add the salary basis details.
a. On the Create Salary Basis page, in the Name field, enter XX USA1 Annual Salary.
Note: The Code field populates automatically with data from the Name field.
b. In the Legislative Data Group dropdown menu, search for and select US Legislative
Data Group.
c. In the Salary Basis Type dropdown menu, select Salary amount is determined by
user.
d. In the Frequency dropdown menu, select Annually.
e. In the Annualization Factor field, accept the default of 1.00.
Note: To convert the base pay to an annual amount, enter a multiplier. For example, if
the frequency is Weekly or Calendar Month, enter 52 or 12.
f. In the Element Mapping tab, in the Payroll Element dropdown menu, search for and
select Regular Wages.
g. In the Input Value dropdown menu, select Rate.

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Practices for Lesson 10: Setting up Base Compensation 49


h. Click the Salary Ranges tab.
i. In the Grade Rate dropdown menu, select XX Annual Salary Rate Sales Execs.
j. Click Save and Close.
k. Click Done.

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50 Practices for Lesson 10: Setting up Base Compensation


Practices for Lesson 11:
Managing Jobs
Practices for Lesson 11: Overview

Overview
In this practice, you create a job.

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52 Practices for Lesson 11: Managing Jobs


Practice 11-1: Setting up a Job

Overview
In this practice, you create a Sales Executive job.

Assumptions

 Time: < 5 minutes


 Replace XX with your student number (01-20) as assigned by your instructor.

Prerequisites
 Prior to completing this practice you must complete practices:
o 8-1
o 10-1
o 10-2

Tasks
1. Sign in and navigate.
a. Ensure you are signed in as hcm_implXX.
b. Ensure that you are on the Setup: Workforce Deployment page. If not:
1) Click the arrow to Settings and Actions menu.
 Note: It is the arrow next to your user in the upper right corner.
2) Select Setup and Maintenance.
3) In the Setup field, select Workforce Deployment.
2. Create a job.
a. In the Functional Areas section, select the Workforce Structures row.
b. In the Workforce Structures section, in the Show field, select All Tasks.
c. In the Workforce Structures section, select the Manage Job task.
d. On the Manage Job page, in the Search Results section, click Create.
3. Enter the jobs basic details.
a. On the Create Job: Basic Details page, in the Effective Start Date field, enter
1/1/2016.
b. In the Job Set field, search for and select XX Sales.
c. In the Name field, enter XX Sales Executive.
d. In the Code field, enter XX_SALESEXEC.
e. Click Next.
4. Enter the jobs details.
a. On the Create Job: Details page, in the Full Time or Part Time dropdown menu,
select Full time.

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Practices for Lesson 11: Managing Jobs 53


b. In the Regular or Temporary dropdown menu, select Regular.
c. In the Job Family dropdown menu, search for and select Sales.
d. Scroll down to the Valid Grades section, click Add Row.
e. In the Grade dropdown menu, search for and select XX Sales Executive.
f. Scroll up to and click Next.
5. Review the jobs evaluation criteria.
a. On the Create Job: Evaluation Criteria page, click Next.
Note: This job does not include evaluation criteria.
6. Review the jobs profile.
a. On the Create Job: Profiles page, click Next.
Note: This job does not include a profile.
7. Review the details entered and submit.
a. On the Create Job: Review page, review the details you entered.
b. Click Submit.
c. On the Warning dialogue box, click Yes.
d. On the Confirmation dialogue box, click OK.
e. Click Done.

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54 Practices for Lesson 11: Managing Jobs


Practices for Lesson 12:
Managing Positions
Practices for Lesson 12: Overview

Overview
In these practices, you set up the position synchronization hierarchy, create a position, and hire
an employee to test the setup.

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56 Practices for Lesson 12: Managing Positions


Practice 12-1: Setting Up Position Synchronization

Overview
In this practice, you will enable position synchronizations so assignments inherit specified
values from the associated position.

Assumptions
 Time: < 5 minutes

Prerequisites
 Prior to completing this practice, you must complete the all practices in Lesson 7.

Tasks
1. Sign in and navigate.
a. Ensure you are signed in as hcm_implXX.
b. Ensure that you are on the Setup: Workforce Deployment page. If not:
1) Click the arrow to Settings and Actions menu.
 Note: It is the arrow next to your user in the upper right corner.
2) Select Setup and Maintenance.
3) In the Setup field, select Workforce Deployment.
2. Access position synchronization.
a. In the Functional Areas section, select the Legal Structures row.
b. In the Legal Structures section, select the Manage Legal Entity HCM Information
task.
c. On the Legal Entity: XXInFusion Financial page, click the Edit menu, select Update.
d. In the Effective State Date field, enter 1/1/2016.
e. Click OK.
f. Under the Legal Employer tab, click the Position Synchronization link.
3. Enable position synchronization.
a. In the Enable Position Synchronization dropdown menu, select Yes.
b. Select the Allow Override at Assignment check box.
c. In the Manager dropdown menu, select Use HCM position hierarchy.
d. Select the check box for:
1) Department
2) Job
3) Location
4) Grade
5) Probation Period

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Practices for Lesson 12: Managing Positions 57


6) Full Time or Part Time
7) Regular or Temporary
8) FTE and Working Hours
e. Click Submit.
f. On the Warning dialogue box, click Yes.
g. On the Confirmation dialogue box, click OK.
h. Click Done.

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58 Practices for Lesson 12: Managing Positions


Practice 12-2: Creating Positions

Overview
In this practice, you create a position and associate a job and corresponding grades.

Assumptions
 Time: < 10 minutes
 Replace XX with your student number (01-20) as assigned by your instructor.

Prerequisites
 Prior to completing this practice, you must complete the practices in Lessons 8, 9, and
11.

Tasks
1. Sign in and navigate.
a. Ensure you are signed in as hcm_implXX.
b. Ensure that you are on the Setup: Workforce Deployment page. If not:
1) Click the arrow to Settings and Actions menu.
 Note: It is the arrow next to your user in the upper right corner.
2) Select Setup and Maintenance.
3) In the Setup field, select Workforce Deployment.
2. Create a position.
a. In the Functional Areas section, select the Workforce Structures row.
b. In the Workforce Structures section, in the Show field, select All Tasks.
c. In the Workforce Structures section, select the Manage Positions task.
d. On the Manage Positions page, in the Search Results section, click Create.
3. Enter the positions basic details.
a. In the Effective State Date field, enter 1/1/2016.
b. In the Business Unit dropdown menu, search for and select XX Sales Business Unit.
c. In the Name field, enter XX Sales Executive.
d. Click Next.
4. Enter the position details.
a. On the Create Position: Position Details page, in the Department dropdown menu,
search for and select XX InFusion Financial Sales.
b. In the Job dropdown menu, search for and select XX Sales Executive.
c. In the Location dropdown menu, search for and select XX New York.
d. In the Hiring Information section, in the Hiring Status dropdown menu, select
Approved.

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Practices for Lesson 12: Managing Positions 59


e. Scroll down to the Valid Grades section to review the grades that were set up for the
entered job.
f. Click Next.
5. Review the position evaluation criteria.
a. On the Create Position: Evaluation Criteria page, click Next.
Note: Since this position does not include evaluation criteria, no actions are necessary.
6. Review the position profiles.
a. On the Create Position: Profiles page, click Next.
Note: As this position does not include a profile, no actions are necessary
7. Review the position and submit.
a. On the Create Position: Review page, review the details of the position.
b. Click Submit.
c. On the Warning dialogue box, click Yes.
d. On the Confirmation dialogue box, click OK.
e. Click Done.

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60 Practices for Lesson 12: Managing Positions


Practice 12-3: Hiring an Employee to Test the Setup

Overview
In this practice, you hire an employee to test the workforce structures setup.

Assumptions
 Time: < 20 minutes
 Replace XX with your student number (01-20) as assigned by your instructor.

Prerequisites
 Since this practice tests your setup, prior to completing this practice you must complete
all previous practices in the course.

Tasks
1. Sign in and navigate to hire an employee.
a. Ensure that you are signed in as curtis.feitty.
b. Click the Home icon.
c. Click My Client Groups.
d. Click New Person.
e. Click the Tasks icon panel on the right side of the page.
f. Select Hire an Employee.
2. Enter the employee basic details.
a. On the Hire and Employee: Identification page, in the Basic Details section, in the
Hire Date field, enter 1/1/2016.
b. In the Hire Action field accept the default of Hire.
c. In the Legal Employer dropdown menu, search for and select XX InFusion
Financial.
3. Enter the employee’s personal details.
a. In the Personal Details section, in the Last Name field, enter Smith.
b. In the First Name field, enter XX Susan.
c. In the Gender field, select Female.
d. In the Birthdate field, enter 12/XX/1975.
e. In the National Identifiers section, click the Add Row
f. icon.
g. In the National ID Type dropdown menu, select Social Security Number.
h. In the National ID field, enter 372-80-67XX.
i. Click Next.
Note: If the Matching Persons Record window appears, click Continue.
4. Enter the employee’s home address.

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Practices for Lesson 12: Managing Positions 61


a. On the Hire an Employee: Person Information page, in the Home Address section,
in the Address Line 1 field, enter XX Main Street.
b. In the ZIP Code field, enter 10022.
c. Press the Tab key.
d. Select the row that contains Manhattan.
e. Click OK.
Note: The ZIP code you enter, renders the values for the city, state, and
county.
5. Enter the employee’s E-Mail Details.
a. In the E-Mail Details section, click the Add Row icon.
b. In the Type field, select Work E-Mail.
c. In the E-Mail field, enter xxsusan@InFusion.com.
6. Enter the employee’s legislative information.
a. In the Legislative Information section, in the Ethnicity dropdown menu, select
White.
b. Click Next.
7. Enter the employee’s employment information.
a. On the Assignment tab, in the Business Unit field, search for and select XX Sales
Business Unit.
b. In the Position dropdown menu, search for and select XX Sales Executive.
c. Verify that Job is XX Sales Executive due to the position being synchronized. If the
value does not appear in the field, search for and select XX Sales Executive.
d. Verify that the Grade field is populated with the grade set up for the XX Sales
Executive position.
Note: Notice the fields that are synchronized from the position are read-only.
e. Click Next.
8. Enter the employee’s compensation and other information.
a. On the Hire an Employee: Compensation and Other Information page, in the
Salary Information section, in the Salary Basis dropdown menu, select XX US1
Annual Salary.
b. In the Salary Amount field, enter 58000.
Note: After you enter the Salary Amount numerous related fields also populate.
c. Click Next.
9. Review the employee details entered.
a. On the Hire an Employee: Review page, review the information that you have
entered.
b. Click Submit.
c. On the Warning dialogue box, click Yes.
d. On the Confirmation dialogue box, click OK.

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62 Practices for Lesson 12: Managing Positions


Practices for Lesson 13:
Defining Workforce
Information
Practices for Lesson 13: Overview

Overview
In these practices, you create calendar events and work schedules.

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64 Practices for Lesson 13: Defining Workforce Information


Practice 13-1: Managing Calendar Events

Overview
In this practice, you create a calendar event for the public holiday, May Day.

Assumptions
 Time: < 10 minutes

Tasks
1. Sign in and navigate.
a. Sign in as hcm_implxx.
b. Click the Setting and Action menu, select Setup and Maintenance.
c. In the Setup field, select Workforce Deployment.
d. In the Functional Areas section, click in the Workforce Information row.
e. In the Workforce Information section, in the Show field, select All Tasks.
2. Create a calendar event.
a. In the Task column, click the Manage Calendar Events link.
b. On the Manage Calendar Events page, in the Search Results section, click Create.
a. On the Create Calendar Event page, in the Name field, enter XX May Day.
b. In the Short Code field, enter XXM.
c. In the Public Category field, select Public Holiday.
d. In the Start Date field, click the Select Date and Time icon.
e. In the Select Date and Time window, select 5/1/2018 12.00.00 AM.
f. Click OK.
g. In the End Date field, click the Select Date and Time icon.
h. In the Select Date and Time window, select 5/1/2018 12.00.00 AM.
i. Click OK.
3. Enter the calendar event coverage details.
a. In the Hierarchy Type dropdown menu, select Organization.
b. In the Hierarchy dropdown menu, select Project Organization Hierarchy.
Note: The Coverage Source: Project Organization Hierarchy section appears.
c. In the Coverage Source: Project Organization Hierarchy section, expand Vision
Corporation.
d. Click Include.
e. Click Submit.
f. On the Confirmation dialogue box that appears, click OK.
g. Click Done.

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Practices for Lesson 13: Defining Workforce Information 65


Practice 13-2: Managing Work Schedules

Overview
In this practice, you open an existing work schedule to learn about its settings.

Assumptions
 Time: < 5 minutes

Tasks
1. Sign in and navigate.
a. Ensure you are signed in as hcm_implxx.
b. Ensure that you are on the Setup: Workforce Deployment page. If not:
1) Click the Setting and Action menu, select Setup and Maintenance.
2) In the Setup field, select Workforce Deployment.
3) In the Functional Areas section, click in the Workforce Information row.
4) In the Workforce Information section, in the Show field, select All Tasks.
2. Review a work schedule.
a. In the Workforce Information section, click the Manage Work Schedules task.
b. On the Manage Work Schedule page, in the Category dropdown menu, select
Work.
c. Click Search.
d. In the Search Results section, click UK Work Schedule.
e. Review the details of the schedule.
1) This work schedule belongs to the Time type, which indicates that the schedule is
composed of time work patterns.
2) Time patterns always have time shifts that have a start time and end time.
3) In this work schedule, the length of the Regular Working Week pattern is seven
days.
4) This work schedule starts from 1/7/2013 to 12/31/33.
5) The work pattern in the Patterns region repeats itself during this period.
6) A work schedule exception is an event that impacts the normal working pattern in
a work schedule.
7) Observe that the Public Holiday calendar event category is added as an exception
to this work schedule. This means that all calendar events that belong to the
selected category are automatically added as exceptions.
8) Eligibility profiles allow for the restriction of the number of work schedules that
appear when managers want to select a schedule to assign to workers.
f. Click Cancel.

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66 Practices for Lesson 13: Defining Workforce Information


g. On the Warning dialogue box, click Yes.
h. Click Done.

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Practices for Lesson 13: Defining Workforce Information 67


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68 Practices for Lesson 13: Defining Workforce Information


Practices for Lesson 14:
Course Summary
Practices for Lesson 14
There are no practices for this lesson.

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70 Practices for Lesson 14: Course Summary


Appendix A: Instructor
Demonstrations
Instructor Demonstration L2-1: Exploring HCM Applications Help

Demonstration Overview
You can access user assistance documentation from the application. User assistance, also
known as embedded learning tools, includes:
 Contextual assistance on applications pages, which you can access by hovering over
an icon or field, or clicking in a field
 Applications Help, which contains several browsing and search tools to assist you in
finding relevant topics, including functional and implementation guides

Demonstration Scope
Using Applications Help, you can find more information about the tasks covered in this course.
There are several ways to access Applications Help:
 Go to the Person Management page and review the contextual help.
 Search within the Human Capital Management (HCM) product family. You can refine
your search results by:
 A specific task
 HCM product Help Type, such as FAQs or videos
 Role, such as HR Specialist or Line Manager
 Country

Explore Oracle Help Center


Oracle Help Center contains the most current product documentation, including links to relevant
My Oracle Support documents as well as product and service pages on the www.oracle.com
website.

Demonstration Tasks
1. Review help on the user interface.
a. Ensure that you are signed in as curtis.feitty.
b. Click the Setting and Actions menu, select Show Help Icons.
c. Click My Client Groups.
d. Click Person Management.
e. In the Name field, enter Robinson, Walter.
f. Click Search.
g. In the Search Results section, click Robinson, Walter.
Note: Multiple Help icons appear in his record.
h. Click the Help icon next to the Work Relationships section header. The question
mark changes from white to black. A dialogue box opens with a number of expandable
sections as well as More Help and Manage Help Content links.

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72 Appendix A: Instructor Demonstrations


Note: Contextual help for a page or region, links to help related to that page or region,
including topics and recorded demonstrations
i. Click the Work Relationships: Explained link.
Information
A brief explanation about the topic appears below the topic.
j. Click More.
Information
The topic summary is replaced with the complete topic at the top and other links are
now listed in the following More Topics section.
k. Use your cursor to point to and stop on the underlined word nonworkers.
Information
This type of help provides a definition of the term.
l. You can review the current topic, and if this topic does not answer your question, click
More Help to search for more topics.
Information
On a new tab, the Applications Help opens, displaying all topics related to the task
and page that you are on. In Applications Help, you can read more about the setup
tasks covered in this course.
m. Close the tab.
2. Explore applications help.
3. Click the Settings and Actions menu.
4. Select Applications Help to open a new browser tab.
Note: You may have to switch off your pop-up blocker.
Information
You can use the following global area filters to search for topics of interest:
 All (search field)
 Product Family (icons)
All
 Use the search field to find topics with titles and abstracts that contain key words.

5. Search the product family.


a. Click HCM.
b. Click the Browse By: Task menu.
c. Select Human Resources > Manage Person and Employment > Add Person.
d. Click Apply.
Note: Further refine your search results by selecting a task or specific sub-tasks within
a task.
e. Discuss the search results.
f. Close the Search Results tab.

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Appendix A: Instructor Demonstrations 73


6. Click the Browse By: Product menu.
a. Refine your search results by selecting Global Human Resources.
b. Click Apply.
7. When getting started with your implementation, you can review help by role, an entire
guide, or videos.
a. Click Role to view topics by role.
b. Click HCM Specialist.
c. Click Apply.
d. Click Help Type.
e. Deselect all options except Video.
f. Click Apply.
g. Click Promoting a Worker.
h. Review the video.

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74 Appendix A: Instructor Demonstrations


Demonstration L3-1: Reviewing Functional Areas and Features of an
Offering

Demonstration Overview
In this demonstration you will:
 Use the Opt In button to explore the offering’s functional areas and features as
applicable to your business requirements.
 View Setup Tasks using the Functional Areas of an Offering
 Review and opt into the new features of your enabled offerings after your cloud
applications is upgraded.

Demonstration Assumptions
 Time: < 30 minutes
 You have the Application Implementation Manager or Application Implementation
Consultant role.

Demonstration Tasks
1. Sign in and navigate.
a. Sign in as HCM_IML.
b. Click the Settings and Actions menu.
c. Click Setup and Maintenance.
d. Click the Actions menu, select Go to Offerings.
2. Explore the offering.
a. Scroll down to click the Workforce Deployment offering icon.
Note: The side pane now displays the Workforce Deployment offering description.
b. Expand Related Documents to view the following documents that include more details
about the offering.
1) Associated Features shows a list of features and functionality of this offering that
can optionally be implemented.
2) Setup Task Lists and Tasks shows a complete list of all setup tasks, including
prerequisites that should be performed to make this offering ready for transaction.
3) Related Business Objects shows a complete list of all setup data, including
prerequisites that should be entered for this offering.
4) Related Enterprise Applications shows a list of all applications required to set up
this offering.
c. Click the Opt In Features button.
Note: The first line is for the Offering and is enabled which affects how the Functional
Setup Manager generates setup tasks for your implementation.
1) All tasks for your offering set up are included in the auto generated task list.

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Appendix A: Instructor Demonstrations 75


2) Tasks that are not needed for the offerings and options you have selected are
excluded.
d. Click View All History to view the following:
1) Name of the offering, functional area or feature whose opt in selection changed.
2) Type, that is, whether it is an offering, functional area or a feature.
3) Old value, that is, what the opt in selection was before the change.
4) New value, that is, what the opt in selection changed to.
5) User ID who made the change.
6) Date and time of the change.
e. Click Done.
f. Click the Features icon in the Workforce Deployment row to see optional or
alternative business processes, which might apply to your implementation. Some of the
features may have other dependent features.
g. On the Edit Features: Workforce Deployment page, click Done.
3. View setup tasks using the functional areas of an offering.
a. On the Opt In: Workforce Deployment page, click the Setup icon in the Workforce
Deployment row.
b. On the Setup: Workforce Deployment page, select the Legal Structures functional
area.
c. In the Manage Legal Entity row, click Select.
Note: Optionally, you can set Scope on this page. In this example, the scope value is
the legal entity that you create or select to work within for your legal entity setup.
d. In the Select Scope dialog box, select Manage Legal Entity, if not already selected.
e. From the Legal Entity drop-down list, select Select and Add and click Apply and Go
to Task.
f. In the Select and Add: Legal Entity dialog box, review the list of legal entitles.
g. Select Australia Legal Entity and click Save and Close.
h. On the Edit Legal Entity: Australia Legal Entity page, click Cancel.
i. On the Setup: Workforce Deployment page, select the Workforce Structures
functional area.
j. Click Shared to see the other offerings that share the task.
k. In the Shared Offerings: Workforce Structures dialog box, click Done.
l. From the Show list select All Tasks, if not already selected, to view all required and
optional tasks for the functional area.
4. Reviewing and opting into new features after upgrade.
a. On the left side corner of the page, click the Navigator menu.
b. Scroll down to expand My Enterprise, if not already expanded, and click New
Features.
c. Review the New Features information that is available for all enabled offerings.

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76 Appendix A: Instructor Demonstrations


d. From the New Features: All Enabled Offerings drop-down list, select Workforce
Deployment.
e. Review new features that apply to Workforce Deployment, if any are available.
f. Click the Home icon.

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Appendix A: Instructor Demonstrations 77


Instructor Demonstration L4-1: Creating an Address Format

Overview
In this demo, the instructor will perform the following tasks:
 Create an address format.
 Create the format variation layout.
 Assign a locale.

Assumptions
 Time: < 15 minutes

Tasks
1. Sign in and navigate.
a. Ensure that you sign in as hcm_impl.
b. Click the Settings and Actions menu.
c. Select Setup and Maintenance.
2. Create an address format.
a. Click the Tasks button.
b. Click the Search link.
c. In the Search field, enter Manage Address Formats.
d. Click Search.
e. Click the link to the Manage Address Formats task.
f. In the Search Results section, click the Create icon to open the Create Address
Style Format page.
g. In the Code field, enter TH_POSTAL_ADDR.
h. In the Name field, enter Thailand Postal Address Format.
i. In the Address Style field, select Postal Address.
j. Click Save.
3. Create format variations.
a. Expand the Format Variation section.
b. In the Actions menu, click the + icon.
c. In the Variation Rank field, enter 1.
d. In the Format Variation Layout section, click the Add icon.
e. In the Line field, enter 1.
f. In the Position field, enter 1.
g. In the Prompt field, enter Address line 1.
h. In the Address Element field, select Address line 1.
i. Select the Required check box.

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78 Appendix A: Instructor Demonstrations


j. Select the Uppercase check box to display the address in uppercase text.
k. Click the Add icon.
l. In the Line field, enter 2.
m. In the Position field, enter 2.
n. In the Prompt field, enter City.
o. In the Address Element field, select City.
p. Select the Required check box.
q. Click the Expand icon in the row in which the city address is created.
r. Enter 1 in the Blank Lines Before field.
Information
You can create additional address lines as per your requirement.
s. Click Save.
t. Click Preview Layout to view how the address appears in the Address Style Format
Layout Preview dialog box.
u. Click OK.
4. Assign a locale.
a. Click the Locale Assignment tab.
b. In the Actions menu, select Add.
c. In the Country field, select Thailand.
d. Click Save and Close.
e. Click Cancel.
f. Click Done.

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Appendix A: Instructor Demonstrations 79


Instructor Demonstration L7-1: Creating a Legal Address

Demonstration Overview
In this demonstration, the instructor will create a legal address.

Demonstration Assumptions
 Time: < 10 minutes

Demonstration Tasks
1. Sign in and navigate.
a. Sign in as hcm_impl.
b. Click Settings and Actions menu.
c. Select Setup and Maintenance.
d. In the Setup list, select Workforce Deployment.
2. Create a legal address.
a. In the Search Tasks field, enter Manage Legal Addresses.
b. Click Search.
Note: Point out that the search moves into the Legal Structures functional area.
c. Click the Manage Legal Addresses task.
d. In the Search Results section, click the Create icon.
e. In the Country field, select United States, if it is not already selected.
f. In the Address Line 1 field, enter 1721 Oracle Parkway.
g. In the Postal Code field, search for and select 94065.
h. Select the Redwood City, San Mateo, CA option.
i. Click OK.
Note: Point out how the related fields are now populated with data.
j. In the Time Zone field, select US Pacific Time.
k. Click OK.
l. Click Save and Close.

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80 Appendix A: Instructor Demonstrations


Instructor Demonstration L7-2: Managing Legal Entity HCM
Information

Demonstration Overview
In this demonstration, the instructor reviews the key fields in the HCM information for the
InFusion Corp USA1 legal entity.

Demonstration Assumptions
 Time: < 10 minutes

Demonstration Tasks
1. Sign in and navigate.
a. Sign in as hcm_impl.
b. Click the Settings and Actions menu.
c. Select Setup and Maintenance.
d. In the Setup dropdown menu, select Workforce Deployment.
2. Manage legal entity HCM information.
a. In the Search Tasks field, enter Manage Legal Entity HCM Information.
b. Click Search.
c. Click the Manage Legal Entity HCM Information task.
d. In the Legal Entity field, select Select and Add.
e. Click Apply and Go to Task.
f. In the Search Results section, click the US1 Legal Entity row.
g. Click Save and Close to open the Legal Entity: US1 Legal Entity page.
h. Review the Work Day Information section to define the standard working hours for
each worker assignment in the legal entity.
Note: You can also enter work day information at the enterprise, department, and
position level.
i. Review the Worker Number Generation dropdown menu to specify whether the
application generates a number for each worker.
Note: By default, worker numbers are not used. If you enable worker numbers for the
enterprise, only you can specify worker numbers for the legal
employer.
j. Review the People Group Flexfield Structure dropdown menu to select the flexfield
that enables you to record people group information and assign people to specific
groups, such as unions or working groups. Click and show the various options.
k. Review the Employment Model dropdown menu to discuss a 2-tier model for the legal
entity. Click and discuss the various 2-tier options.
l. Click Done.

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Appendix A: Instructor Demonstrations 81


Instructor Demonstration L10-1: Reviewing Profile Option Settings

Demonstration Overview
In this demonstration, the instructor will review the settings for the
PER_ENFORCE_VALID_GRADES and the PER_DEFAULT_GRADE_FROM_JOB_POSITION
profile options.

Demonstration Assumptions
 Time: < 10 minutes

Demonstration Tasks
1. Sign in and navigate.
a. Ensure that you sign in as hcm_impl.
b. Click the Settings and Actions menu.
c. Select Setup and Maintenance.
2. Change profile option settings.
a. Click the Task button.
b. Select the Search link.
c. In the Search field, enter Manage Profile Options.
d. Click Search.
e. Click the link to the Manage Profile Options task.
f. In the Profile Option Code field, enter PER.
g. Click Search.
h. Select the PER_ENFORCE_VALID_GRADES row.
Note: The application loads the Profile Option Levels region with the profile option
that you have selected.
i. Scroll down to the PER_ENFORCE_VALID_GRADES: Profile Option Levels section,
review the Updateable options for the Site, Product, and User levels.
Note: Oracle maintains the Updateable profile options at the Site level. The Actions
menu is disabled and the options cannot be modified.
j. Click Cancel.
k. In the Search field, enter Manage Administrator Profile Values.
l. Click Search.
m. Click Manage Administrator Profile Values.
n. On the Manage Administrator Profile Values page, in the Profile Option Code field,
enter PER.
o. Click Search.
p. Select the PER_ENFORCE_VALID_GRADES row header.

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82 Appendix A: Instructor Demonstrations


Note: The application loads the Profile Values region with the profile option that you
have selected.
q. Scroll down to locate the PER_ENFORCE_VALID_GRADES: Profile Values section.
r. In the Profile Value field, verify that the value is set to N.
s. Repeat the preceding steps for the PER_DEFAULT_GRADE_FROM_JOB_POSITION
profile option.
t. Verify that the Profile Value is set to N.
u. Click Cancel.
v. Click Done.

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Appendix A: Instructor Demonstrations 83


Instructor Demonstration L11-1: Creating a Job

Demonstration Overview
In this demonstration, the instructor will create a job.

Demonstration Assumptions
 Time: < 7 minutes

Demonstration Tasks
1. Sign in and navigate.
a. Ensure that you sign in as hcm_impl.
b. Click the Settings and Actions menu.
c. Select Setup and Maintenance.
d. In the Setup field, select Workforce Deployment.
2. Create a job.
a. In the Search Tasks field, enter Manage Job.
b. Click Search.
c. On the Search Task Results dialogue box, select Manage Job for the Workforce
Structures functional area.
d. In the Workforce Structures section, click the link to the Manage Job task.
e. In the Search Results section, click Create.
f. On the Create Job: Basic Details page, in the Effective Start Date field, enter
1/1/2016.
g. In the Job Set field, search for and select Common Set, if need be.
h. In the Name field, enter Sales Executive.
i. In the Code field, enter SALESEXEC.
j. Click Next.
k. On the Create Job: Job Details page, in the Full Time or Part Time dropdown menu,
select Full time.
l. In the Regular or Temporary dropdown menu, select Regular.
m. In the Job Family dropdown menu, search for and select Sales.
n. In the Valid Grades section, click Add Row.
o. In the Grade field, enter Admin01.
p. Click Next to open the Create Job: Evaluation Criteria page.
q. As this job does not include evaluation criteria, click Next to open the Create Job:
Profiles page.
r. As this job does not include a profile, click Next to open the Create Job: Review
page.
Note: Review the details before submitting the job.

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84 Appendix A: Instructor Demonstrations


s. Click Submit, which causes a Warning dialog box to appear.
t. Click Yes, which causes a Confirmation dialog box to appear.
u. Click OK to return to the Manage Jobs page.
v. Click Done.

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Appendix A: Instructor Demonstrations 85


Instructor Demonstration L11-2: Associating a Model Profile with
Jobs

Demonstration Overview
In this demonstration, the instructor will associate a model profile with a job.
You create person profiles for individual workers and model profiles for workforce structures,
such as jobs or positions. The profile type that you select for the model profile determines the
information that you complete for the profile.

Demonstration Assumptions
 Time: < 7 minutes.

Demonstration Tasks
1. Sign in and navigate.
a. Ensure that you sign in as HCM_IMPL.
b. Click the Home icon.
c. Click My Client Groups.
d. Select Profiles.
2. Associate a model profile with jobs and positions.
a. Click the Model Profiles tab.
b. Click the Task icon.
c. Click Manage Model Profiles.
d. Click Create and the Create Model Profile window appears.
e. From the Profile Type drop-down list, select Job.
f. In the Code field, enter HR Specialist.
g. In the Name field, enter Human Resources Specialist.
h. In the Description field, enter Supports recruitment and placement of employees,
screening job candidates and conducting interviews.
i. Click OK.
j. On the Model Profile: Human Resources Specialist page, expand Workforce
Structures.
k. Click Add.
l. In the Workforce Structure field, select Job Family.
m. In the Name field, search for and select Administrative.
n. In the Effective Start Date field, enter 1/1/2016.
o. Expand the Requirements section.
p. From the Content Type drop-down list, select Languages.
q. Click Add.
r. On the Search and Add: Languages page, search for Chinese.

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86 Appendix A: Instructor Demonstrations


s. Select Chinese (Mandarin) from the list.
t. Click OK.
u. Select the Required check box.
v. Select the Reading, Writing, and Speaking proficiency as follows:
1) Reading – Moderate
2) Writing – Moderate
3) Speaking – High
w. Specify the From Date as 1/1/2016.
x. Click Submit.
y. Click Done.

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Appendix A: Instructor Demonstrations 87


Instructor Demonstration L13-1: Creating User Person Types

Demonstration Overview
In this demonstration, the instructor will create an associate user person type for the Employee
system person type.

Demonstration Assumptions
 Time: < 5 minutes

Demonstration Tasks
1. Sign in and navigate.
a. Ensure that you sign in as hcm_impl.
b. Click the Settings and Actions menu.
c. Select Setup and Maintenance.
d. In the Setup field, select Workforce Deployment.
2. Create user person type.
a. In the Search Tasks field, enter Manage Person Types.
b. Click Search.
c. Click the link to the Manage Person Types task.
Information
Use the Manage Person Types page to review the system person types, and modify
existing user person types as well as create new ones.
In this demonstration, we create a new user person type for the system person type,
Employee.
d. From the System Person Type list, select Employee to view the associated user
person types.
e. Click Add.
f. In the Assignment Person Type field, enter Associate.
g. Click Save and Close.
h. Click OK at the confirmation message.

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88 Appendix A: Instructor Demonstrations


Instructor Demonstration L13-2: Creating Person Name Formats

Demonstration Overview
In this demonstration, the instructor will create a person name format for Angola.

Demonstration Assumptions
 Time: < 10 minutes

Demonstration Tasks
1. Sign in and navigate.
a. Ensure that you are signed in as hcm_impl.
b. Click the Settings and Actions menu.
c. Select Setup and Maintenance.
d. In the Setup field, select Workforce Deployment.
2. Create person name format.
a. In the Search Tasks field, enter Manage Person Name Formats.
b. Click Search.
c. Click the link to the Manage Person Name Formats task.
Information
Use the Manage Name Formats page to review existing name format types and
create name formats.
d. On the Search Results toolbar, click Create to open the Create Name Format
page.
Information
Use the Create Name Format page to create a name format by using name
components. In this example, we create a name format for the format type, Full
name.
e. In the Country dropdown menu, enter Angola.
f. In the Format Type dropdown menu, select Full name.
g. In the Scope dropdown menu, keep Local.
h. In the Available Name Components field, select Title.
i. Click Move to Other List icon (>) to move the selected item to the Selected Name
Components field.
Note: Ensure that the Title component is moved to the Selected Name Components
field. The First Name component may, sometimes, incorrectly render itself instead of
the Title component.
j. Repeat steps h and i to move (Period), Space, First Name, Space, and Last Name to
the Selected Name Components field.

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Appendix A: Instructor Demonstrations 89


k. Select the last dotted line in the Selected Name Components field, and click Remove
Selected Items to move the selected item to the Available Name Components
field.
l. In the Preview Name Format section, Component Example column, replace Title
with Mr.
m. Replace Last_Name with Smith.
n. Replace First_Name with John.
o. Press Tab to exit the field and generate the formatted name.
p. Preview the formatted name to verify that the name format matches your entry.
q. Click Save and Close.
r. Click OK at the message.
s. Click Done.

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90 Appendix A: Instructor Demonstrations


Instructor Demonstration L13-3: Creating Person Name Styles

Demonstration Overview
In this demonstration, the instructor will create a person name style for Angola.

Demonstration Assumptions
 Time: < 10 minutes

Demonstration Tasks
1. Sign In and Navigate.
a. Sign in as hcm_impl.
b. Click the Settings and Actions menu.
c. Select Setup and Maintenance.
d. In the Setup field, select Workforce Deployment.
2. Create name style.
a. In the Search Tasks field, enter Manage Person Name Styles.
b. Click Search.
c. Click the link to the Manage Person Name Styles task.
Information
Use the Manage Person Name Styles page to review existing person name styles and
create new name styles for countries that do not have a name style.
d. On the Name Styles toolbar, click the Add icon.
e. In the Country dropdown menu that appears, select Angola.
f. Click Save.
g. Click OK in the Confirmation message.
h. On the Angola: Details section toolbar, click the Add icon.
i. In the Display Sequence field, enter 4.
j. In the Name Component dropdown menu, select Last Name.
k. In the Display Name field, enter Surname.
l. Select the Required check box.
m. Follow steps i to k by using the following data:
Display Sequence Name Component Display Name
1 Title Title
2 First Name Given Name
3 Middle Names Middle Name
5 Known As Preferred Name

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Appendix A: Instructor Demonstrations 91


n. Click Save and Close.
o. Click OK in the Confirmation message dialog box.

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92 Appendix A: Instructor Demonstrations


Instructor Demonstration L13-4: Creating an Assignment Status

Demonstration Overview
In this demonstration, the instructor will create a user assignment status named Temporary
Assignment.

Demonstration Assumptions
 Time: < 5 minutes

Demonstration Tasks
1. Sign in and navigate.
a. Sign in as hcm_impl.
b. Click the Settings and Actions menu.
c. Select Setup and Maintenance.
d. In the Setup field, select Workforce Deployment.
2. Create an assignment status.
a. In the Search Tasks field, enter Manage Assignment Status.
b. Click Search.
c. Click the link to the Manage Assignment Status task.
d. Click the New icon.
e. In the User Status field, enter Temporary Assignment.
f. In the Assignment Status Code field, enter TEMP_ASSIGNMENT.
Note: Enter a unique code because this value uniquely identifies the assignment
status.
g. In the HR Status dropdown menu, select Active.
h. In the Pay Status dropdown menu, select Process.
i. Leave the No option selected in the Default field.
j. Click Save.
k. At the Warning message, click OK.
l. Click Done.

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94 Appendix A: Instructor Demonstrations