Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
D76753
April 2012
Edition 1.0
D75489GC10
Student Guide – Volume I
Oracle Fusion Workforce
Authors Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
Hema Hardikar This document c ontains pr oprietary information and is protected by copyright and
other i ntellectual property l aws. You may c opy an d p rint this document solely f or your
Jyothi Meruva
own us e in an O racle training course. The document may not be modified or altered
Megan Wallace in any w ay. E xcept w here your u se constitutes " fair use" under c opyright l aw, y ou
may not us e, share, download, upload, c opy, pr int, display, perform, reproduce,
Suzanne Kinkead publish, license, post, transmit, or distribute this document in whole or in part without
Srinivas Vellikad the express authorization of O racle.
The information c ontained i n this document i s subject t o change w ithout notice. I f you
find any pr oblems i n the document, please r eport t hem i n writing t o: Oracle U niversity,
Technical Contr ibutor s 500 Oracle Parkway, R edwood S hores, C alifornia 94065 U SA. This document is not
and Reviewer s warranted to b e er ror-free.
Alanda Orozco Restricted Rights Notice
Trademark Notice
Oracle an d J ava are r egistered trademarks of Oracle and/or its affiliates. Other n ames
may b e t rademarks of their respective owners.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
CONTENTS
Lesson 1: Workforce Deployment Course Overview ....................1
Lesson Objectives ................................................................................... 1
Course Objectives ................................................................................... 2
Course Schedule ...................................................................................... 3
Course Approach ..................................................................................... 4
Hands-On Activities .................................................................................. 5
Oracle Fusion Implementation Resources .................................................... 6
i
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
ii
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
iii
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
iv
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
v
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
vi
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
vii
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
viii
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
ix
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
x
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
xi
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
xii
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
xiii
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
xiv
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
xv
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
xvi
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Lesson 1: Workforce Deployment Course Overview
Course Objectives
Course Schedule
Course Approach
A lesson in this course will begin with your instructor presenting important
concepts related to implementing Workforce Deployment. The lesson may also
include one or more of the following activities:
Hands-On Activities
To complete hands-on activities in the class, you will perform Workforce Deployment
setups by working through the steps in the Workforce Deployment configuration task list
in FSM.
Classroom Resources:
Getting Started with Oracle Fusion Applications: Oracle Fusion Human Capital
Management On-Premise Implementations [ID 1395863.1]
Oracle Fusion Workforce Deployment Implementation Guide
Oracle Fusion Applications Information Technology Management, Implement
Applications Guide
Recommended Resources:
Demonstration Background
Demonstration Scope
Using Oracle Fusion Applications Help, you can find more information about the setup
tasks covered in this course.
Go to the Manage Absence Types page and review the contextual help.
On the Manage Absence Types page, click Create to review additional types of
contextual help.
Identify and use the primary ways to access Oracle Fusion Applications Help.
Use the Search by Functional Setup navigator to find Workforce Deployment.
Search for absences and view the retrieved topics.
Use the Guides link to identify what guides are available.
Pointing to a link will provide a brief summary of the topic. Clicking one of the links opens
the topic in Oracle Fusion Applications Help.
Close the browser tab to return to the Oracle Fusion Application tab.
16. Click the Close button.
17. This type of help provides a definition of the prompt or label for the user interface
component.
You can review the current topic, and if this topic doesn't answer your question, you can
click the Search tab to search for more topics.
21. Click the Search tab.
22. The Oracle Fusion Applications Help Portal displays all of the topics related to the Define
Absences group of tasks.
23. In Oracle Fusion Applications Help, you can read more about the setup tasks covered in
this course.
There are several Search by... navigator panels. In this course we are most interested in
the Search by Functional Setup navigator.
Click the Show this panel link.
24. Click the Offerings link.
25. Click the Workforce Deployment link.
26. Click in the Search field.
27. You can narrow your search using keywords.
Designed from the ground up, using the latest technology advances and incorporating
best practices gathered from thousands of customers, Oracle Fusion Applications are
completely open, service-enabled enterprise applications. Oracle Fusion Applications
also feature best-in-class user-interface designs and workflows that optimize usability
and deliver business value.
This section discusses the following terms and concepts within Oracle Fusion
Applications:
Home Page
Home Page
All functionality revolves around the Oracle Fusion Applications Home Page:
Dashboard
Oracle Fusion dashboards provide the following:
16
Lesson 1: Workforce Deployment Course Overview
Worklist
The Worklist is a list of all currently open tasks for a given user across all Oracle Fusion
Worklist servers. The tasks are
system-generated human tasks managed by BPEL / Human Tasks workflows.
Navigation
During an implementation, you will use the Functional Setup Manager (FSM) to access
implementation tasks. You can access the FSM using the following methods:
Enter the task name in the Name field in the Search: Tasks pane
Search for the task on the Assigned Implementation tasks tab
Search for the task on the All Tasks tab
Work Areas
A work area is a grouping of similar tasks. For example, the Workforce Structures work
area includes tasks for creating and managing departments, jobs, and other workforce
structures.
Recent Items
The Recent Items menu enables users to return to flows that have been recently
accessed, usually within, but not limited to, a single session.
Data sharing
Business units
Effective dates
Data Sharing
You can set up data sharing across your organization using sets. Sets are:
Departments
Locations
Jobs
Grades
Business Units
Business Units:
1. Offer your organization a flexible structuring device through which you can
implement Oracle Fusion HCM, based on how your business is organized
2. Are always associated with a SetID, which determines values in control tables to
which a business unit has access
Effective Dates
Effective dates:
Workforce Deployment
Define Absences
This lesson covers tasks that enable you to manage the definitions required for
recording and processing absences, accrual plans, and entitlement plans.
30
Lesson 1: Workforce Deployment Course Overview
NOTE: These steps are performed after installation and provisioning, and before setting
up enterprise structures and implementing projects. Between preparing users and
synchronizing users and roles from LDAP, your enterprise needs to configure offerings
and set up task lists. Between synchronizing users and roles from LDAP and setting up
enterprise structures, your enterprise needs to create initial implementation users.
Objectives
After completing this lesson, you should be able to anticipate actions required before
beginning an implementation by understanding what is involved in:
In Oracle Fusion Applications, you manage users and security through Oracle Fusion
Human Capital Management (HCM) user management flows, which are included in
each of the offering task lists. However, the HCM task flows require that enterprise
structures have been set up, and yet to add users who can set up enterprise structures
User management
For a standard, full implementation of Oracle Fusion Applications, the initial activities
are as follows:
Lesson Agenda
Oracle Fusion Functional Setup Manager provides for rapid and efficient
planning, configuration, implementation, deployment, and ongoing maintenance
of Oracle Fusion Applications through self-service administration. For clarity, this
Implementation Overview
Implementation Objects
By selecting the combination of offerings, options and features, the list of appropriate
setup tasks list is dynamically generated by Functional Setup Manager. Scope, as used
in Oracle Fusion Functional Setup Manager, refers to an object that allows a task list to
be executed repeatedly. An example of a scope value is Business Unit.
_______________________________________________________
Access the Getting Started Page: This page outlines the implementation
process flow and presents the Offerings available.
Configure Offerings: Define the parameters of the implementation by selecting
the options and features to be implemented for each offering.
Some read-only functionality can be accessed even if these roles are not assigned.
42
Lesson 3: Introducing Functional Setup Manager
Implement: The assigning of tasks and due dates as well as executing tasks and
reporting status.
Export: Optional and outside the scope of this course, save the configuration
setup data from one environment in order to import it into another environment.
Terminology
Oracle Fusion Functional Setup Manager utilizes some specific terminology to refer to
its own functionality:
In this section, you will learn how to browse and configure offerings. The
following topics are included:
Before you begin your implementation, there are several tasks you need to
perform.
Task Flow
The Oracle Fusion Functional Setup Manager Getting Started page is utilized to
review various reports providing information about the multiple Oracle Fusion
Offerings available. This allows the Implementation Manager to determine which
Offerings are appropriate for this implementation.
The Configure Offerings functionality is used to select the Offerings and
Options required to implement the appropriate functionality satisfying the
business requirements.
The Getting Started page presents information about the Offerings available for
implementation, allowing the implementer to compare the business requirements to the
available functionality of Oracle Fusion Applications.
50
Related Enterprise Applications
Lesson 3: Introducing Functional Setup Manager
Describes the detailed contents of the Offering for the current version of the
application.
Provides a functional description of the components of the Offering. Reviewing
this document provides an understanding of what functionality the Offering
provides.
Displays the Options and Features for the Offering used for detailed application
configuration decisions.
Displays a list of features available with the Offering, including what level the
feature is associated with, as well as the choices available are also displayed.
Depicts the dependency between the offerings and their options and features.
Setup Task Lists and Tasks Report:
Lists the Tasks and Task Lists for an Offering, related to application
configuration.
Displays the setup tasks required to implement the functionality available in the
Offering.
Related Enterprise Applications Report:
Lists the Enterprise Applications the Offering requires for functional setup and
transactional tasks.
For the selected offering, specifies the application required based on transaction
type.
Related Business Objects Report:
Lists the Business Objects that the Offering uses. All Business Objects for the
Offering are listed, along with the applicable web service used for the export and
import process.
Demonstration Steps:
1. Click the Getting Started link from the Setup and Maintenance Overview page.
2. The Getting Started page lists all Fusion offerings and allows users to analyze
implementation requirements. All Fusion roles that have access to the Setup and
Maintenance workspace have permission to access this page. This includes
Application Implementation Consultants, Application Implementation Managers
and all Application Administrator roles such as Customer Relationship
Management, Application Administrator, Financial Application Administrator, and
so forth.
3. Point to an offering to view a description of it. Point to the Workforce
Deployment icon.
4. A description of the offering is displayed. Click the Workforce Deployment icon
or View Related Documents in the popup.
5. The Offering Content Guide describes all processes related to this offering.
6. Associated Features shows a list of features and functionality of this offering that
can optionally be implemented.
7. 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.
8. Related Business Objects shows a complete list of all setup data, including
prerequisites that should be entered for this offering.
9. Related Enterprise Applications shows a list of all J2EE applications required to
setup this offering.
10. These predefined reports are available as PDF, HTML or Excel documents. To
view any of the reports, click on the appropriate icon.
Configuring Offerings
Configuring Offerings
After reviewing all of the available offerings and printing or reviewing appropriate
reports, use the Configure Offerings page to select the offerings, options and
features to be implemented.
Features are associated to some offerings or options. Each feature provides two or
more choices. The valid selection types for choices are:
This section describes how to create and manage an implementation project. The
following topics are included:
The Application Implementation Manager job role has two broad responsibilities:
Based on the Offerings and Options selected for the Implementation Project, the Task
List is dynamically generated for only those Offerings and Options. The lists also
include any prerequisites for the functionality to implement.
Assigned To: Displays the user or role to whom the task is assigned.
Notes: If there are notes associated to the task, a number is displayed. Clicking
on the number displays the note window.
View Reports: Click the icon in the “View Reports” column to see any of the
reports available for the task list. Refer to Tracking Project Status later in this
lesson.
To assign tasks and task lists to individuals, select the task list or task to be
assigned.
Then use the Actions drop down to select Assign Tasks or click the related
button. You can either assign the same users and due dates to all tasks in a task
list or assign individual tasks to a specific user.
Multiple tasks and/or task lists can be selected if the same assignments apply.
Managing Assigned Tasks
The Assign Tasks pop up window appears when the Assign Tasks option is selected
from the Implementation Project page.
Tasks: The name of the Task List or Task to which users are being assigned.
This is display only, based on the row highlighted on the Implementation Project
page.
Assign same due date to all users: Check box to enable if all of the Task Lists
and Tasks selected should be assigned the same due date, for all users
assigned to the tasks.
Due Date: Date the Task List or Task selected is due. A date selection box is
NOTE: In the Assigned Users region, the names of the users already assigned are
displayed. More users can be added, or existing users can be deleted.
Setup Task Lists and Tasks: Displays the setup tasks required to implement
the functionality for the selected level within the displayed hierarchy. It displays
the task name, description of the actions addressed by the task, the associated
product, if the task is required or conditional, the associated enterprise
application and the associated business objects.
Related Enterprise Applications: For the selected offering, this report specifies
the application required based on transaction type. The report displays the
In this section, you will learn how to perform setup tasks. The following topics are
included:
Depending on your role, you will see some or all of the following tabs on the landing
page:
All of the tasks assigned to the functional user (Implementation Consultant) are
accessible from a single page.
Clicking the Go to Task icon invokes the set up page you use to perform the task
in Workforce Deployment.
After you have finished performing the task and click the Done button, you are
returned to the Assigned Tasks page in the Setup and Maintenance work area.
Infusion Corporation has completed installing Fusion. The next step is to select the
offerings, options, and features to implement. As the Implementation Consultant for the
Workforce Deployment implementation project, you must configure the workforce
deployment offering.
Assumptions
Absence Management
Human Resources Business Intelligence Analytics
Lesson Highlights
Address Validation
If you license the Oracle Fusion Data Quality Address Cleansing module, users can
validate the entire address, including the street address, by clicking the Verify Address
button on the Web interface. (The Verify Address button is the page icon with a check
mark under the address.)
Note: Real-time address validation has not been extended to include mobile devices or
Outlook. If you want to validate addresses entered in either of these, then you can do so
by processing the entered addresses in the address cleansing module.
Geography: Any geographical region with a boundary around it, no matter what
its size, such as Kerala (a state), Russia (a country), San Francisco (a city),
Miami-Dade (a county), or Minato-ku (a ward in the city of Tokyo).
Geography Type: The name given to a type of geographical region, for example,
a country, state, province, county, or city.
Geography (or Country) Structure: Defines the structure of the data you are
creating for the country. It specifies the geography types that you must have for
your addresses and territories for that country and how they are organized.
Different countries use different geography types and different structures. In the
U.S. you must include cities and states. In Japan you must include prefectures,
municipalities, districts, and wards.
Geography Hierarchy or Country Hierarchy: The hierarchy of the geographies
for a country based on the geography structure.
Implementation Considerations
Make sure that you include in your geography structures all the possible
geography types your applications may need. Different applications might have
different needs. For example, you may want to base some sales territories on
counties even though you do not use counties in your addresses.
Geography reference information is shared by other applications so you must
consider consider the needs of these applications as well. For example, financial
applications may require you to include geography structures to satisfy local tax
laws. Even if you are not implementing financial applications today, you may do
so in the future.
You may want to review the seeded address styles for the countries you are
going to be importing and modify them as required. The address styles indicate
the required elements of a street address or a tax address. You can review the
address styles from the Setup and Maintenance Work area by searching for
and using the Manage Address Formats task.
The source and reliability of the geography data you are about to import.
Using the Manage Geography Structure page, you can add additional
geography types to the bottom of your country structure.
Provided you have not yet uploaded the geography hierarchy, you can also add
additional geography types in the middle of your structure. (To do so, you must
first delete all the geography types below the insertion point, insert the one you
To build the geography reference data for a country, you must have the following:
The structure
You have the choice of using the user interface to enter the data directly, or you can
import the data from a file. Which method you use depends on the complexity and
volume of data, and your preference.
Typically, if you have a large volume of geographic data, then importing the data is the
most efficient way of creating your geographies. We will be importing both sets of data
from files.
There are four columns, each giving you access to a specific setup page:
Address Cleansing Defined: This is where you enable the Verify Address
button for real-time address verification if you have licensed the Oracle Fusion
Data Quality Address Cleansing module.
Structure Defined: This gives you access to the page where you can create the
structure for each country if you are not importing it from a file.
Hierarchy Defined: Opens t he page where you can enter geography data if you
are not importing it.
Validation Defined: Opens the page where you specify which of the geography
types you are going to be using and how they will be validated both on the user
interface and during an import.
You get a check mark in a column when you complete that step for a particular country.
So after we do our import, we will see check marks for both the Structure Defined and
Hierarchy Defined. You must define the structure before you can define the hierarchy
or set up the validation.
The example and data we are using today is based on support note 1341174.1, which
you can access on Oracle Support (https://support.oracle.com). The support note
includes sample data from 30 countries, which you can download and use.
1. You prepare a delimited-text (.csv) file or XML file with your data. (An XML-file is
not required for geography data.) You can use commas as delimiters.
2. You create an import activity, which walks you through a series of four steps.
3. In the Setup step, you enter information about your file.
4. In the Map Fields step, you map the columns in your file to the attributes in the
interface tables.
5. In the Schedule Import step, you specify if you want the activity to run
immediately or at a time you specify.
6. In the Review and Activate step, you click Activate to run the activity at the
scheduled time.
7. Monitor the status of your import activity. If the activity completes with errors,
then you must correct your data, the attribute mapping, or both and run the
process again.
When the import activity completes with no errors, your data is loaded
automatically from the interface tables to the application tables.
When you prepare your import files, make sure you understand how the attributes in
your file map to the attributes in the application. To get a listing of attributes with their
description and validation, and to find out which attributes are required, consult the
interface table documentation which is available by searching help on the object that
you are importing.
We will discuss analyzing attributes in the next lesson because it is more important for
complex imports of customer data.
Import Steps
To import a simple data set, such as country structure or geography hierarchy:
1. Prepare a delimited-text (CSV) file with your data. You can use commas as
delimiters.
2. In the application, navigate to the All Tasks tab in the Setup and Maintenance
work area.
3. Search for the Manage File Import Activities task.
- Enter a name for your import activity. You use this name to identify the import in
the future.
- In the Object field, select the object that you are importing. (For this lesson this
is going to be either Country Structure or Geography.)
- In the Source File region, select Desktop as the Upload Option, and select
the Header row included option. Check that the Data Type is correct for your
file.
7. Click Next.
8. The Create Import Activity: Map Fields page displays the attributes in your file
with some sample data.
- For each of your attributes, select the object you are importing from the Object
list. (There is only one object for the geography structure and one for the
geography data.)
- Select the attribute you are mapping to.
9. Click Next.
10. In the Create Import Activity: Create Schedule page, specify when you want to
process your file. The default option is to launch the import immediately.
11. Click Next.
12. In the Create Import Activity:Review and Activate page, click Activate to run
the import at the time you specified.
13. You can monitor the status of your import activity on the Manage Import
Activities page.
14. If the process completes with the status of Completed with errors, you can view
the errors by clicking on the status link. You must correct any errors either by
editing the file, the mapping, or both, and schedule the activity to run again.
An import activity with the status of Completed indicates that your data was
loaded into the application tables.
CountryCode: A two-letter code identifying the country. You can view available
country codes (Territory Codes) using the Manage Territories task in the Setup
and Maintenance or Manage Geographies work areas.
Here is an example of a country structure for the country Aland Islands (AX) :
Note: Neither the header row names nor the data can include any spaces, but you can
use underscores.
STATE
PROVINCE
COUNTY
CITY
POSTAL_CODE
COUNTRY
If you are creating additional geography types either in the interface or by importing
them in a file, then you must always use the uppercase versions of the geography type
names in your import file. (The application converts uppercase to initial capitals for
display and selection in the Manage Geography Structure page.)
You can obtain a list of all the geography types in your application by using the
Schedule Export Process task.
Start by entering a name starting with the two-letter code of your country.
Enter the desired information into the * Name field. Enter "ZM geography structure".
7. Select the Object that you are importing: Country Structure.
Click Search.
Click the GeographyType object.
25. Click the Next button.
Each row of geography sample data includes the following information. (The names in
bold are the attributes names in the application.)
Here is a sample, geography hierarchy data file for the country Aland Islands (AX):
This row provides information about the country Aland Islands, with the
CountryCode AX.
This country already exists in the application so the RecordTypeCode is 0.
The SourceId is a unique identifier.
There is no ParentSourceId because this is the top level in the country structure.
The LevelNumber of the country in the country structure is 1.
Row 2
The activity solution provides the step-by-step solution for one of the countries.
Start by entering a name starting with the two-letter code of your country, for example, ZM.
43. There is nothing to enter on the Create Import Activity: Create Schedule page because
you want the activity to run immediately.
Setting Up Validation
1. On the Manage Geographies page, click the Go To Task button for the country
that you imported.
The Manage Geography Validation page appears.
2. In the Geography Mapping and Validation region, select the Geography
Validation option for all the geography types you imported and want to use. This
step is a critical setup for Oracle CRM Applications because addresses that you
import will be validated against the geography data only if you make this
selection.
3. If you want to require users to use lists of values in the Web interface during
address entry at a particular geography type level, then select the Enable List of
Values option. Enabling the list of values for Postal Code for the U.S. requires
users to make a selection from a list of ZIP codes. If you leave this option
deselected, then the user has the option of either selecting the ZIP code from the
list or typing it. Entering a state restricts what you can enter for the city and postal
code.
4. If you want users to receive an error when they enter an incorrect address and
to prevent them from saving an invalid address, then select Error for the
Geography Validation Level for Country in the Geography Validation
Control region. The default is No Validation, which permits users to save an
Notes:
Tax Validation is used to validate addresses for tax purposes and is not
important for Oracle CRM Applications.
For CRM no entries are required in the Address Style or Address Style Format
Mapping regions. The address style is already set up for all countries for you, so
No Styles Format is acceptable.
Remember that the real-time address validation works only in the Web interface,
not in Outlook, or in mobile devices such as iPhone or Blackberry. If you want to
validate addresses entered by means of these alternate interfaces, then you
must license and use the data cleansing module.
The activity solution provides the step-by-step solution for one of the countries.
1. Begin by navigating to the All Tasks tab in the Overview page of the Setup and
Maintenance work area.
Enter the desired information into the Name field. Enter "Manage Geograph%".
2. Click the Search button.
3. Locate the Manage Geographies task in the Search Results.
To verify that your country data has been imported, you must log in as a regular user.
1. If you are logged in as an implementation user, log out of the application by clicking the
Sign Out link in the global area (the top of your window).
In the Customer Information region, select the country you imported. For example:
Zambia.
You have verified your import. There is no need to enter the rest of the required customer
data because you do not have to create a customer record.
How geography reference data is used in the Oracle Fusion CRM Cloud
Service
The basic geography reference data concepts
How to import geography reference data and other simple data from a file
Quiz 2
Quiz 2: You create a country structure for each country where you want to set up
geography reference data to accomplish one or more of the following:
Quiz 3
Quiz 3: Geography reference data is used in Oracle Fusion CRM Cloud Service for
one or more of the following:
1. Marketing segmentation
Quiz 4
Quiz 4: I can use file-based import not only to import geography reference data,
but as a means to import all legacy data from other applications into my cloud
application.
1. True.
Quiz 5
Quiz 5: Which of the following do I need to understand before I decide what types
of geography reference data I need to import?
1. What geography structures, if any, are required by the sales territories that
my organization plans to set up.
Quiz 6
Quiz 6: If I already imported the geography hierarchy for a country, can I add
another geography type in the middle of my structure?
1. Yes
2. No
Quiz 7
Quiz 7: If I imported the geography structure, but have not yet imported the
geography hierarchy, can I add a geography type in the middle of my structure?
1. No.
2. Yes.
This section describes the Manage Custom Enterprise Scheduler Jobs tasks
under the Define Extensions > Define Custom Enterprise Scheduler Jobs task
lists.
Objectives
An Oracle Enterprise Scheduler job is an executable that users can run to process
data, for example to validate invoices or create journal entries. Some jobs also provide
report output, for example tax reports used for reporting to tax authorities.
Editing job display names, for example to use terms that are more familiar to
your users.
Editing parameter display names, using the Prompt field.
Using the Tooltip Text field to add parameter help text that appears when users
focus on the parameter. For example, you can provide restrictions or
considerations specific to your company's needs.
To edit custom job definitions, access the Manage Job Definitions page from either:
The Setup and Maintenance work area. You must select the task that contains
the name of the Java EE application to which the job definition belongs. For
example, use the Manage Custom Enterprise Scheduler Jobs for Payables and
Related Applications task for Oracle Fusion Expenses job definitions.
1. Determines where a list of values comes from and what the specific values are.
2. Are used for job parameters so that users can select a value for the parameter.
The Manage List of Values Sources page is accessed using the same Manage
Custom Enterprise Scheduler Jobs tasks.
Reference Resources
Related Resources:
Highlights
When implementing Oracle Fusion Applications you operate within the context of an
enterprise that has already been created in the application for you. This is either a
The following figure illustrates the structure of InFusion Corporation after adding a new
division and other relevant organizations. The new division exists within the current
enterprise structure, but you can manage the costs and reporting separately from the
InFusion Corporation.
126
Copyright 2012 – All rights reserved.
Lesson 4: Defining Common Applications Configuration for HCM
Do you need business units at the functional level to represent, for example,
Sales, Consulting, or Product Development?
Do you need business units at the country level to represent the countries in
which you operate?
Do you need business units that represent a combination of countries in which
you operate and the functions they perform in those countries?
Do you use Oracle Fusion Financials? If yes, then select the legal entity level to
ensure financial transactions are processed correctly.
In the following diagram, InFusion decides to create business units using the country
and business function level. Therefore, they created the following business units:
Sales_Japan
Marketing_Japan
Sales_US
Sales_UK
Marketing_India
Sales_India
130
Copyright 2012 – All rights reserved.
Lesson 4: Defining Common Applications Configuration for HCM
132
Copyright 2012 – All rights reserved.
Lesson 4: Defining Common Applications Configuration for HCM
Quiz 1
You can create multiple configurations to compare different scenarios.
1. True
2. False
Quiz 2
Name three organization components that you can create using the ESC.
Quiz 3
You can only view the technical summary report after you load the final
configuration.
1. True
2. False
Quiz 4
You can use the technical summary report to view the different configurations
before you load the final configuration.
1. True
2. False
Background
The InFusion Corporation is based in the United States and has two divisions: InFusion
Lighting and InFusion Security. It is an international company with business operations
in United Kingdom, United States, Japan and India.
Activity Scope
Background
Use this activity to define the enterprise structures and their associated locations using
the Establishing Enterprise Structures task in the Enterprise Structures guided flow.
Activity Scope
17. Enter the desired information into the * Legal Name field. Enter "xx InFusion Corporation
LE".
18. Enter the desired information into the * Legal Entity Identifier field. Enter "US0001".
19. Enter the desired information into the * Legal Entity Registration Number field. Enter
"US0002".
20. Enter the desired information into the * Legal Reporting Unit Registration Number field.
Enter "US0003".
21. Click the Legal Address link.
Press [Enter].
25. Click the OK button.
Each division operates in more than one country and delivers different products and
services.
30. Click the Add Row graphic.
31. Enter the desired information into the Name field. Enter "xx InFusion Lighting".
32. Click the Country dropdown button to activate the menu.
33. Click the United States object.
34. Click the Location dropdown button to activate the menu.
35. Click the xx Location US HQ option.
36. Click the Add Row graphic.
37. Enter the desired information into the Name field. Enter "xx InFusion Security ".
38. Click the Country dropdown button to activate the menu.
39. Click the United States object.
40. Click the Location dropdown button to activate the menu.
Select the Create option to define the UK location for the xx InFusion Security division.
41. Enter the desired information into the * Name field. Enter "xx Location UK HQ ".
42. Enter the desired information into the * Address Line 1 field. Enter "Oracle Parkway ".
43. Enter the desired information into the * City or Town field. Enter "Reading ".
44. Click the OK button.
45. Click the Save button.
46. Click the Next button.
47. Click the Add Row graphic.
48. Click the Country dropdown button to activate the menu.
49. Click the United States list item.
50. Enter the desired information into the Name field. Enter "xx InFusion Lighting US LE ".
67. Enter the desired information into the * Postal Code field. Enter "JP123456 ".
68. Enter the desired information into the * Address Line 1 field. Enter "Tokyo Square ".
69. Click the OK button.
70. Click the Add Row graphic.
71. Click the Country dropdown button to activate the menu.
87. Enter the desired information into the * Name field. Enter "xx Location India ".
88. Enter the desired information into the * Address Line 1 field. Enter "Hyderabad Square ".
89. Enter the desired information into the * City or Town field. Enter "Hyderabad ".
90. Enter the desired information into the * Pin Code field. Enter "H12345 ".
91. Click the OK button.
92. Click the Save button.
93. Click the OK button.
94. Click the Next button.
108.Use the Manage Location Reference Set page to assign reference data sets to your
locations.
109.Click the Reference Data Set list.
125.Review all the high-level organization structures in the Interview Results tab. Select the
Technical Summary Report for a detailed view of the enterprise configuration.
126.Click the Done button.
127.After you complete the task, navigate back to the task list within your implementation
project to mark the task as complete.
128.Click the Implementation Projects link.
129.Click the xx Implementation Project link.
130.Click the Workforce Deployment link.
ESC Overview
The Enterprise Structures Configurator (ESC) is an interview-based tool that guides you
through the configuration of your enterprise structures. Use the ESC as part of your set
up to define the job and position structures of the enterprise.
The ESC uses the primary industry you selected in the Establish Enterprise Structures
task to suggest a recommended approach for using jobs or jobs and positions. You can
use the recommendation or answer a series of questions about how you manage
For positions, you can define additional position structures for every business unit
defined in the ESC. Any attributes you set up at the business unit level will appear
alongside any enterprise-level attributes.
The technical summary report also includes the following information that will be created
by the application when you load the configuration:
Quiz 1
The ESC always recommends to use positions in your workforce setup.
1. True
2. False
Quiz 2
You can define additional information for every job and position in the enterprise.
1. True
2. False
Quiz 3
After you load the configuration, you cannot modify the organization setup.
1. True
2. False
Background
The recommended approach for InFusion Corporation is to use jobs. Define additional
job structures to capture information at the enterprise level.
Activity Scope
1. Search for the Define Initial Configuration task list and select the Establish Job and
Position Structures task.
3. Accept the recommendation and define additional structures for the job descriptive
flexfield at the enterprise level:
4. Save the configuration and select Next to review the additional structures.
20. Enter the desired information into the Attribute Name field. Enter "Number".
21. Click an entry in the list.
Select Number.
22. Click the Next button.
23. Use the Define Contextual Attributes page to define additional job and position structures.
You can define additional job structures for every reference data set defined in ESC. Any
attributes you set up at the reference data set level will appear alongside any enterprise-
level attributes.
Background
The students will demonstrate their understanding of ESC by completing the Review
Enterprise Configuration task.
Use this task to review the enterprise configuration using the technical summary report.
1. Search for the Define Initial Configuration task list and select the Review Enterprise
Configuration task.
3. Review the enterprise and job structures using the Interview Results and Technical
Summary Report.
Register your legal entities with legal authorities in the jurisdictions where you
conduct business.
Register your legal entities as required by local business requirements or other
relevant laws.
Additional Considerations:
Define jurisdictions and related legal authorities to support multiple legal entity
registrations, which are used by Oracle Fusion Tax and Oracle Fusion Payroll.
When you create a legal entity the Oracle Fusion Legal Entity Configurator
automatically creates a registration for the new legal entity as well as creating a
main legal reporting unit along with its registration.
Income tax jurisdictions and transaction tax jurisdictions do not represent the same
jurisdiction. Although in some countries, the two jurisdictions are defined at the same
geopolitical level, such as a country, and share the same legal authority, they are two
distinct jurisdictions.
Income tax jurisdictions impose taxes on your financial income generated by all
your entities within their jurisdiction. Create income tax jurisdictions to properly
report and remit income taxes to the legal authority.
Tax jurisdictions and their respective rates are provided with transactions from
the suppliers, and require periodic maintenance. Create transaction tax jurisdictions
through Oracle Fusion Tax in a separate business flow, because of the specific needs
and complexities of various taxes. Use transaction tax jurisdiction for legal reporting of
sales tax and value added tax.
Legislative data groups are a means of partitioning payroll and related data. At least one
legislative data group is required for each country where the enterprise operates. Each
legislative data group is associated with one or more payroll statutory units.
Each legislative data group marks a legislation in which payroll is processed, and
is associated with a legislative code, currency and its own cost key flexfield
structure.
A legislative data group is a boundary that can share the same setup and still
comply with the local laws.
A legislative data group can span many jurisdictions as long as they are within
one country, and contain many legal entities that act as payroll statutory units.
Each payroll statutory unit can belong to only one legislative data group.
Legal entities must comply with the regulations of jurisdictions in which they register. To
support local reporting requirements, legal reporting units are created and registered.
Legal entities can be identified as legal employers and therefore, are available for use in
Oracle Fusion Human Capital Management (HCM) applications.
You can register payroll statutory units (PSUs) to pay and report on payroll tax and
social insurance on behalf of many of your legal entities. For example, if you are a
multinational, multicompany enterprise, then you register a payroll statutory unit in each
country where you employ and pay people. You associate a legislative data group
(LDG) with a payroll statutory unit to provide the correct payroll information for workers.
As the legal employer, you might be required to pay payroll tax, not only at the national
level, but also at the local level.
You meet this obligation by establishing your legal entity as a place of work
within the jurisdiction of a local authority.
Set up legal reporting units to represent the part of your enterprise with a specific
legal reporting obligation.
You can also mark these legal reporting units as tax reporting units, if the legal
entity must pay taxes as a result of establishing a place of business within the
jurisdiction.
For example:
If the legal entity establishes operations requirements for each local area in a
country that requires reporting of employment and sales taxes locally as well as
nationally.
If you need more than one legally registered location to meet this legal entity's
reporting requirements in each local area.
Legal entities in Europe operate across national boundaries, and require you to
set up legal reporting units for the purposes of local registration in each country.
InFusion Corporation has acquired a new financial services division. You must create a
new legal entity with a new legal address.
Activity Scope
178
Copyright 2012 – All rights reserved.
Lesson 4: Defining Common Applications Configuration for HCM
Select Completed.
23. Click the Save and Close button.
24. Click the Done button.
25. In this activity, you learned how to create a legal address.
Select Completed.
29. Click the Save and Close button.
30. Click the Done button.
31. In this activity, you learned how to create a legal entity.
Workforce Deployment > Define Common Applications Configuration for Human Capital
Management > Define Enterprise Structures for Human Capital Management > Define
Workforce Structures
If a schedule has been assigned to the enterprise, legal employer, or department, work
day information is taken automatically from that schedule. Otherwise, you can enter
work day information for the enterprise, legal employer, and department.
Work day information can also be defined for positions. In any assignment, standard
working hours are inherited from one of the following entities in this order of preference:
1. P osition
2. Dep artment
3. Legal employer
4. E nterprise
How Work Day Information Is Used
If you select manual generation, then you are recommended to define a numbering
scheme to suit local requirements. For example, determine whether uniqueness within
the enterprise or at the legal employer level is important, and define the numbering
scheme accordingly.
All legal employers automatically inherit the enterprise number-generation method. You
can override the number-generation method at the legal employer level, as follows:
You can select manual worker-number generation for a legal employer at any
time.
You can select automatic worker-number generation for a legal employer,
provided that no employee or contingent worker work relationships exist for that
legal employer.
Person-Name Languages
Each enterprise identifies a global-name language. Person names appear in this
language by default. Users can set preferences to select the language in which they see
the display-name versions of person names.
Note: If you enter no local name in a person record, the local name is the same as the
global name by default.
Employment Model
Types of Employment Models
This model comprises three types of entities, which are work relationships, employment
terms, and assignments. Users can include contract details in employment terms. When
you configure the employment model for the enterprise or legal employer (when you
create or update the enterprise or legal employer), the following three-tier options are
available:
This model comprises two types of entities, which are work relationships and
assignments. Employment terms occur in the three-tier employment model only. When
you configure the employment model for the enterprise or legal employer (when you
create or update the enterprise or legal employer), you can select from three two-tier
options:
Single Assignment
Single Assignment with Contract
Multiple Assignments
190
Copyright 2012 – All rights reserved.
Lesson 4: Defining Common Applications Configuration for HCM
Each work relationship contains one set of employment terms, and each set of
employment terms contains one assignment. Both the employment terms and the
assignment are created automatically.
Each work relationship contains one set of employment terms, and the employment
terms can contain one or more assignments. The employment terms and one
assignment are created automatically when the work relationship is created; additional
assignments are created manually. Additional assignments can belong to the
employment terms or exist outside them.
Each work relationship can contain one or more sets of employment terms, and each
set of employment terms can contain a single assignment. One set of employment
terms and the associated assignment are created automatically when the work
relationship is created; additional employment terms and assignments are created
manually. Additional assignments can belong to employment terms or exist outside
them.
Each work relationship can contain one or more sets of employment terms, and each
set of employment terms can contain one or more assignments. One set of employment
terms and an associated assignment are created automatically when the work
relationship is created; additional employment terms and assignments are created
manually. Additional assignments can belong to employment terms or exist outside
them.
The below screenshot shows the work relationship of a worker with the legal employer
InFusion Corp USA2, which uses a three-tier employment model. Note that the worker
has a set of employment terms and an assignment in this work relationship.
Single Assignment
Multiple Assignments
If you select Single Assignment, each work relationship of any type has one assignment
only. The assignment is created automatically when the work relationship is created.
Multiple Assignments
If you select Multiple Assignments, each work relationship of any type can include one
or more assignments. One assignment is created automatically when the work
relationship is created. Additional assignments are optional and are created manually.
The below screenshot shows the work relationship of a worker with the legal employer
InFusion Corp USA1, which uses a two-tier employment model. Note that the worker
has a single assignment in the work relationship.
You can select a different employment model for individual legal employers.
Employment terms cannot be used in any work relationship in the enterprise,
unless you select a three-tier employment model for individual legal employers.
If you select:
If you select any of the three-tier employment models at the enterprise level, you can
select a different employment model for individual legal employers.
If you prevent override at the assignment level, then users cannot update assignment
attribute values inherited from employment terms. This approach is recommended if you
want to enforce particular assignment attribute values. The restriction applies only to
attribute values that users specify on the employment terms, and they can specify as
many or as few attributes as required at that level. Any value that users omit from the
employment terms can be updated without restriction at the assignment level.
If you allow override at the assignment level, then users can update assignment
attribute values inherited from employment terms. Using employment terms in this way
can be efficient, particularly if workers in your enterprise have multiple assignments in a
single set of employment terms: users enter attribute values once only in the
employment terms, but can update individual attributes as necessary at the assignment
level.
1. True
2. False
Quiz 2
The three-tier employment model comprises which three types of entities?
Quiz 3
Name the configuration options available in the two-tier employment model ?
(Hint: There are three options)
Quiz 4
You cannot include contract details in employment terms.
1. True
2. False
Quiz 5
Worker numbers can be generated either manually or automatically.
1. True
2. False
Quiz 6
When you create a person record, you cannot enter a local name in a different
language from the global-name language.
1. True
2. False
Actions track changes to Human Capital Management (HCM) records, for example,
changes to employment and assignment records. When you create or update these
records, the action identifies the cause of the creation or change.
Action type identifies the type of business process associated with the action and
determines what happens when you select an action. If you are creating a new action,
you must associate the action with any one of the predefined action types. For example,
the Hire an Employee action type is associated with the Hire action by default. You
could create an additional action Hire Part-Time and associate it with the Hire an
Employee action type. This causes your action to appear in the actions list on the Hire
an Employee page. Users can then select the Hire Part-Time action when hiring part
time employees, instead of the predefined Hire action.
Defining Locations
Locations
A location identifies physical addresses of a workforce structure, such as a department
or a position.
You can also create locations to enter the addresses of external organizations that you
want to maintain, such as employment agencies.
You enter information about a location only once. Subsequently, when you set up other
workforce structures you select the location from a list.
Locations that you create are represented on a map for easier identification and access
as shown in the following figure:
The following figure shows how locations sets restrict access to users.
You can also associate the location to the common set so that users across your
enterprise can access the location irrespective of their business unit. When users
search for locations, they can see the locations that they have access to along with the
locations in the common set.
1. In this demo, you will learn to navigate to the Manage Locations page and open an
existing location to review its settings.
2. Begin by navigating to the Assigned Implementation Tasks tab in the Setup and
In view of its increasing operations, InFusion Corporation has recently bought additional
space close to its existing location in New York. You have been assigned to create this
location.
Creating a Location
HCM Organizations
You can set up your enterprise structures using the individual organization tasks. For
example, if you are an international enterprise with multiple operating divisions, then
you need to define an enterprise, divisions, legal entities, tax reporting units, payroll
statutory units, reporting units, business units, departments and so on.
Multiple Classifications
Organization classifications define the purpose of the organization, whether it's a
division, department or a legal entity.
Departments
Organizations
To set up a tree:
1. Create a tree using one of the seeded tree structures (for example, department tree
structure).
2. Create a tree version for the new tree structure.
3. Add new nodes (for example, departments) to build your hierarchy.
If you do not use the ESC, then you can create organization trees based on the
predefined organization tree structure.
222
True
False
Quiz 1
True
False
Quiz 2
You assign workers to the department organization.
Quiz 3
Name three types of predefined trees.
Background
InFusion Corporation has acquired a new financial services division. You must create a
new division, department and business unit to support this acquisition.
Division
Creating a Division
link.
23. Click the Define Enterprise Structures for Human Capital Management link.
24. Click the Define Workforce Structures link.
25. Click the Define Organization Structures link.
26. Select the Manage Divisions task.
Click the Status graphic.
27. Click the * Status list.
Creating a Department
Select Completed.
29. Click the Save and Close button.
30. Click the Done button.
31. You have successfully created a Sales department for the Financial Services division.
Select Completed.
24. Click the Save and Close button.
25. Click the Done button.
26. In this activity, you learned how to create a business unit.
Initial setup for this activity is performed using Functional Setup Manager
- Workforce Deployment Offering: Define Enterprise Structures/Define Workforce
Structures
Ongoing maintenance is performed from the Workforce Structures work
area
Manage Grades
Manage Grade Rates
Manage Jobs
Manage Job Families
Manage Positions
Manage Position Trees
Defining Grades
Grades
Grade steps
Grades
Create grades to record the level of compensation for workers. You can create grades
for multiple pay components, such as salary, bonus, and overtime rates. You can define
one or more grades that are applicable for jobs and positions. This list of valid grades,
combined with the settings for two profile options, enables you to restrict the grades that
can be selected when you set up assignments or employment terms for a worker.
Grade Steps
Grade steps are distinct increments of progression within a grade. You can set up
grades with or without grade steps.
The following figure illustrates the difference between grades with and without steps.
You assign each grade to a set. If you assign a grade to the common set, then the
grade is available for use in all business units. To limit a grade to a single business unit,
you can assign it to a set that is specific to that business unit.
You can define one or more grades that are applicable for each job and position. This
list of valid grades, combined with the settings for two profile options, enables you to
restrict the grades that can be selected when you set up assignments or employment
terms for a worker.
When you set up assignments or employment terms, you can select the applicable
grade for the job or position. Two profile options determine the grades that are available
for selection. The first profile option is PER_ENFORCE_VALID_GRADES. If you set
this site-level profile option to Yes, then users can select a grade only from the list that
you defined for the job or position.
If you set this profile option to No, which is the default value, then users can select from
all grades.
You have set up grades for all of your divisions except the Financial Services division.
The job functions performed in this division are different from that of your other
divisions, so you need to create new grades that are more suitable.
You will create a new grade for the Sales Executive job, and you will create rates for the
grade at the same time. Use the following information to help you complete the activity:
Alternate Navigation: From the Navigator menu, select Workforce Structures under the
Workforce Management heading.
Grade rate values are the compensation amounts associated with each grade. Grade
rate values can be either a fixed amount or a range of values, and you can set up rates
for different types of pay, such as salary, overtime, and bonuses.
Lookup types are lists of values in applications. One lookup type is available for grade
rates, and the customization level is extensible.
You should review these predefined values, and add additional rate types to suit your
business needs.
For grades that were created without steps, two options for adding rates are available:
Add the rates at the same time as when you add the grade using the Manage
Grades task
Add the rates separately using the Manage Grade Rates task
This figure illustrates a grade that has two rate types associated with it. One is a salary
rate type that has a range of values, and the other is a bonus rate type with a fixed
amount.
This figure illustrates a different grade that has two rate types associated with it. One is
a salary rate type that has a fixed amount, and the other is an overtime rate type that
also has a fixed amount.
You assign grades to sets, and you assign grade rates to legislative data groups.
While grades may be common across different areas of your enterprise, grade rates
The following figure illustrates how you can use sets to share grades across multiple
business units and then change the grade rates for each legislative data group.
250
Copyright 2012 – All rights reserved.
Lesson 4: Defining Common Applications Configuration for HCM
Depending on the configuration of the legal employer to which workers belong, their
salary can be stored at either the assignment or employment terms level, and the grade
rate can be linked to the salary basis within the salary record. If this is the case, then
their salaries are validated using the grade rates. For example, assume an assignment
In addition, compa-ratios and salary range positions for workers are calculated using the
minimum and maximum amounts that are defined in the grade rates for their grades.
Payroll elements reference grades in the eligibility criteria. For example, assume you
want to process a bonus for all workers who are at grade level A2. To accomplish this,
you would create an earnings element for the bonus and specify A2 for the grade in the
eligibility criteria. The result of this setup, when combined with additional eligibility
criteria that may be applied by the bonus plan, is that when payroll is processed,
workers who are at grade level A2 and who meet the additional eligibility criteria would
receive the bonus.
Background
You now need to create a bonus rate for the Sales Executive grade. You award sales
executives a bonus annually, and the amount is a range.
Create a bonus rate for the XX_Sales Executive grade that you created in the previous
activity. Use the following information to help you complete the activity:
1. Begin by locating the Manage Grade Rates task on the Assigned Implementation Tasks
tab.
Grade ladders
Ladders with grades
Ladders with steps
Grade Ladders
Create grade ladders to group grades or grades with steps in the sequence in which
your workers typically progress. Grade ladders describe the grades or the grades with
steps to which a worker is eligible to progress. For grades with steps, grade ladders
also provide the compensation values associated with each step.
You cannot create a grade ladder with a combination of both grades and grades with
steps.
You create ladders with grades by building a hierarchy of grades that were created
without steps. When you set up this type of ladder, only grades without steps are
available to add to the ladder. You do not define any grade rates when you set up a
ladder with grades; the rates for the grades within the ladder are inherited from the rates
that were added when you set up the grades. To add or edit rates for grades, you must
You create ladders with grade steps using grades that were created with steps. When
you set up this type of ladder, only grades with steps are available to add to the ladder.
You define step rates and the values for each step when you set up the ladder, and the
rates are unique to each ladder. You cannot share step rates between grade ladders.
You have already created five grades for administrative positions at InFusion
Corporation, and you have associated rates with each grade. You now want to create a
grade ladder for the administrative positions.
1. Begin by locating the Manage Grade Ladders task on the Assigned Implementation Tasks
tab.
Enter the desired information into the Name field. Enter "Admin Grade Ladder".
8. Click the Grade Type list.
9. Click the Grade list item.
54. You have successfully created a grade ladder and have marked the task as complete.
The following examples show different ways to use grades, rates, and ladders. Review
these for comparison purposes.
The grade structure for annual salary amounts for administrative workers in InFusion
Corporation includes five grades, and each grade includes five steps. When workers
move from one grade to another in this ladder, they do not always start at step 1 of a
grade. Their next step is based on their previous salary plus two steps. For example, a
worker could move from Step 3 in Grade 1 to Step 2 in Grade 2.
To set up a grade structure to reflect this table, perform the following tasks:
1. Set up three different grades and add three steps for each grade.
2. Set up a grade ladder using the Grades with Steps type, and select all three
grades.
3. Set up step rates for annual salary amounts using the rates in the preceding
table.
The grade structure for annual salary amounts for level 3 managers at InFusion
Corporation includes grades without steps. The grade rates are fixed amounts.
The following table lists the grades and associated rates for level 3 managers at
To set up your grade structure to reflect this table, perform the following tasks:
2. For each grade, enter the rates from the preceding table.
3. Set up a grade ladder with the Grades type and add all eight grades to the
ladder.
The grade structure for annual salary amounts for senior executives at InFusion
Corporation includes grades with no steps, and the rates are set up using ranges.
The following table lists the rate range for senior executives at InFusion Corporation.
The grade structure for line workers at InFusion Corporation includes grades with steps,
and the rates are hourly amounts.
To set up your grade structure to reflect this table, perform the following tasks:
Lookups are lists of values in applications. Several lookup types are available for jobs
that have user customization levels. You should review these lookups, and update them
as appropriate to suit enterprise requirements. The lookup types for jobs are:
Basic Details
A job code must be unique within a set. Therefore, you can create a job with the code
DEV01 in the US set and another job with the same code in the UK set. However, if you
create a job with the code DEV01 in the Common set, then you cannot create a job with
the same code in any other set.
You can identify a job as being a benchmark job. A benchmark job represents other
jobs in reports and salary surveys. You can also select the benchmark for jobs.
Benchmark details are for informational purposes only.
A progression job is the next job in a career ladder. Progression jobs enable you to
For example, assume that you create a job called Junior Developer and select
Developer as the progression job. In the Developer job, you select Senior Developer as
the progression job. When you promote a junior developer, the list of values for the new
job will include Developer and Senior Developer.
Grades
You can specify the grades that are valid for a job. If you are using positions, then the
grades that you specify for the job become the default grades for the position.
Evaluation Criteria
You can define evaluation criteria for a job, including the evaluation system, a date, and
the unit of measure for the system. One predefined evaluation system is available, and
that is the Hay system.
Job Families
A job family is a group of jobs that have different but related functions, qualifications,
and titles. They are beneficial for reporting. Examples include:
You can associate jobs and positions with model profiles that are created in Oracle
Fusion Profile Management. A model profile is a collection of the work requirements and
required skills and qualifications of a workforce structure, such as a job or position.
This association enables you to define the work requirements and the required
The following figure compares the information that is contained in a job profile with that
contained in a job:
You have created a grade and grade rates for the Sales Executive position, and you
now need to define the job.
1. Begin by locating the Manage Job task on the Assigned Implementation Tasks tab.
Profiles are covered in the next lesson, so none will be assigned to this job.
Defining Positions
This section discusses:
Lookups are lists of values in applications. Several lookup types are available for
positions that have user, extensible, and system customization levels. You should
review these lookups, and update them as appropriate to suit enterprise requirements.
The lookup types for positions are:
ABC Corporation has high turnover. It loses approximately 5% of their cashiers monthly.
The job of cashier includes three positions: front line cashier, service desk cashier, and
Because turnover is high in retail, positions are recommended for this industry. There is
an automatic vacancy when an employee terminates employment. The position exists
even when there are no holders. This is important if the person who leaves the
company is a manager or supervisor with direct reports. All direct reports continue
reporting to the position even if it is empty. You do not need to reassign these
employees to another manager or supervisor; the replacement manager is assigned to
the existing position.
Another advantage to using positions is that when you hire a new worker, many of the
attributes are provided as default values from the position. This speeds up the hiring
process.
282
Copyright 2012 – All rights reserved.
Lesson 4: Defining Common Applications Configuration for HCM
Position Details
Position Trees
Using the predefined tree structure for a position tree, you can create multiple position
trees and then create multiple versions of each tree to establish reporting relationships
among positions. You can have only one top-level node for a position tree.
The following figure illustrates a position hierarchy that you can establish using a
position tree:
You will now create a Sales Executive position based on the Sales Executive job that
you created in a previous activity.
Activity Scope
1. Begin by locating the Manage Positions task in the Assigned Implementation Tasks tab.
Several attributes of person, employment, and profile records are used as person-
search keywords.
Keyword values are copied automatically from the originating records to the
PER_KEYWORDS table, where they are indexed to improve search performance.
Whenever the value of a keyword attribute changes (for example, if a person acquires a
language skill or a different phone number), an event is raised. In response, services
run a process to update the relevant attributes for the person in the PER_KEYWORDS
table; therefore, most changes are made in PER_KEYWORDS immediately and
automatically.
Although most changes to the PER_KEYWORDS table are made automatically, you
need to run the Update Person Search Keywords process regularly because the
automatic process does not apply future-dated changes to the PER_KEYWORDS table.
Running the Update Person Search Keywords process also ensures that all changes
are copied to the PER_KEYWORDS table, despite any temporary failures of the
automatic process.
You can run the Update Person Search Keywords process manually or schedule it to
run at regular intervals. When you run the Update Person Search Keywords process,
the whole PER_KEYWORDS table is refreshed; therefore, you are recommended to run
the process at times of low activity to avoid performance problems.
The application searches for keyword values in these attributes of a person's records:
department, job name and code, position name and code, person name, primary e-mail,
primary phone, work location, competencies, language skills, licenses and certifications,
school education, awards and honors, affiliations, areas of interest, and areas of
expertise.
Keyword Indexing
Keywords are indexed values, which means that they are copied from person records
and organized in the PER_KEYWORDS keywords table for fast retrieval. Most changes
to person records are copied as they occur to ensure that there is no difference
between the source and indexed values. However, depending on when the Update
Person Search Keywords process was last run, some recent changes to person records
may not appear in search results.
In the professional user person search, you can enter an effective as-of date. When
date-effective values, such as work location, are copied to the keywords table, their
history is not copied: only the latest change is stored in the keywords table. Therefore, if
you enter both a keyword value and an effective as-of date, the search results may not
be as expected.
Change the work location of assignment 12345 from Headquarters to Regional Office
on 27 January, 2011.
The changed work location is copied automatically to the keywords table on 27 January,
2011.
Search for a person on 1 February, 2011 using the keyword Headquarters and the
effective as-of date 10 January, 2011.
Result: Although the work location on 10 January, 2011 was Headquarters, assignment
12345 does not appear in the search results because the work location stored in the
keywords table at the time of the search is Regional Office.
The strength of the relationship between the person performing a gallery search and
each person whose assignment appears in the search results can determine the order
of the results: the stronger the relationship, the closer to the top of the results an
assignment appears. The search relevance profile options control how the strength of
the relationship between the searcher and the search result is calculated.
Using the weighting profile options, you can change the weighting applied to the
relevant factors. For example, the HR: Social Network Weight profile option specifies
the weighting applied to the relationship strength value for the social network factor. The
default value of each weighting profile option is 0.5. To increase the relevance of a
factor relative to other factors, you increase its weighting; to decrease its relevance, you
reduce its weighting. See the help topic Search Relevance Profile Options: Explained
for the complete list of weighting profile options.
1. HR: Selection History Timeout: The number of times the searcher selects a
person's assignment from the search results during a specified period, which is 7
days by default, is recorded automatically. You can specify this period for the
enterprise on the HR: Selection History Timeout profile option
3. HR: Relationship Priority Factor: The searcher can specify a rating for a
search result, and each rating is associated with a multiplying factor. On this
profile option, you can specify the highest possible multiplying factor that can be
applied to a search result. By default, the multiplying factor is 2. If you increase
its value, you increase the significance of the searcher's own ratings relative to
other factors.
292
Quiz
Quiz 1
1. A profile option
2. A lookup type
Quiz 2
A grade ladder can contain both grades and grades with steps.
1. True
2. False
Quiz 3
Which of the following would you associate with a job or a position to specify the
required competencies, degrees, and languages for the job or position?
1. Employment terms
Background
After setting up the new division, InFusion Financial, you now want to verify that you
have correctly set up the division, department, business unit, grade, grade rates, and
the job. You decide to test the setup by entering a new sales executive for the InFusion
Activity Scope
PER_DEFAULT_GRADE_FROM_JOB_POSITION
PER_ENFORCE_VALID_GRADES
After these two profile options are set to Y, you will be able to see how the application
populates the Grade field with the valid grade that you set up for the job. If the options
are N, then the application allows you to select from all grades in the Common set.
Press [Delete].
19. Enter the desired information into the Task field. Enter "Manage Workforce Records".
20. Click the Search button.
21. Click the Go to Task button.
22. Click the Edit button.
18. Exit the field to populate the City and State fields based on the zip code.
Enter the desired information into the Job field. Enter "XX".
25. Click the XX_Sales Executive XX_SALESEXEC list item.
26. Note that the application populates the Grade field with the valid grade that you set up for
the Sales Executive position.
27. Click in the Department field.
28. Enter the first few characters of the department that you created in a previous activity. The
application searches for matching values.
Enter the desired information into the Department field. Enter "XX".
29. Click the XX InFusion Financial_Sales list item.
30. Click the Search Location list.
31. Select the location that you created in a previous activity.
Initial setup for this activity is performed using Functional Setup Manager
- Workforce Deployment Offering: Define Common Applications Configuration for
HCM/Define Workforce Profiles
Ongoing maintenance is performed from the Profiles work area and on the
Profile Management cards in the Person Gallery (Career Planning,
_______________________________________________________
Setup tasks in FSM under Define Talent Profile Settings Task List:
Content library: The content library provides the foundation for profiles as it
stores both content types and content items.
Oracle Fusion Performance Management: Uses the rating models that you
define in Profile Management to rate workers on their performance. Instance
qualifier sets distinguish the manager ratings from the workers' self ratings.
Performance Management also uses competencies from the content library in
This section describes the following settings that are available in Oracle Fusion Profile
Management:
Lookup types
Notifications
The following table lists examples of the lookup types for Profile Management:
For more information about Profile Management lookups, click Help. In the Human
Capital Management business process, search for the following: profile management
lookup types. At the time this course was developed, this search returned the following
topic:
310
Profile Management Lookup Types: Explained
Profile Management contains several notifications that inform both managers and
workers when changes are made to the person profile. Examples include:
The following table lists the descriptive flexfields that are included in Profile
Management, and the tasks associated with the flexfields:
Content subscribers
Content items
Educational establishments
Rating models
Content Library
The foundation of Oracle Fusion Profile Management is the content library, which
contains content types and content items. Several seeded content types, such as
Competencies, Languages, and Degrees, are available. You can add content types and
items for those types to suit your enterprise requirements.
Content Types
Content types are the skills, qualities, and qualifications that you want to track in talent
profiles. The content library contains predefined content types such as competencies,
languages, and degrees, but you can create new content types as needed. You can
also create free-form content types.
Properties: the fields to be displayed when setting up the content items and the
attributes of those fields
Relationships: the associations between content types, where one content type
is a parent of another, or where one content type supports another
Subscribers: other Oracle Fusion applications that use content types
The predefined content types are:
Accomplishments
Areas of Study
Licenses and Certifications
Competencies
Sub-Competencies
Degrees
Education Levels
Honors and Awards
Languages
Memberships
Special Projects
Career Preferences
Potential
Risk of Loss
Career Statement
Work Requirements
These predefined content types are used by the Resource Manager component of
Oracle Fusion Trading Community Model:
Categories
Components
Products
Free-form content types enable you to capture information in a profile that you do not
need to store in the content library. For example, you can set up a free-form content
type to store information about the previous employment information for your workers.
Content type properties represent the information that you want to capture for the
content type. They are the fields and the attributes of those fields that appear when you
add content items for the content type.
The table below lists the attributes that you can set for each field that you want to
Content type relationships enable you to associate content items of related content
types with each other. The following examples illustrate the two uses for Oracle Fusion
V1 for content type relationships:
Content Subscribers
Content subscribers are codes that represent other Oracle Fusion products or
applications that use content types. Examples of predefined subscriber codes are:
When you edit predefined content subscribers, you can associate additional content
types, but you cannot remove any of the existing content types. You should not remove
predefined content subscribers.
Demonstration Scope
Navigate to the Manage Content Types page, show seeded content types, and explain
Navigation Steps
Review each attribute for the properties, and discuss how some of the properties and
attributes for seeded content types cannot be changed. Next show the Relationships tab
and the Subscribers tab.
Content Items
Content items are the individual skills, qualities, and qualifications within the content
types in the content library. For example, within the Competencies content type,
communication is a content item. You can create content items to meet your business
needs. Content items contain:
Demonstration Scope
Navigate to the Manage Content Items task and show how the properties defined in the
Educational Establishments
You can define educational establishments for workers to use when they add education
information, such as degrees, to their profile. Educational establishments include
schools, universities, colleges, and so on.
Demonstration Scope
Navigate to a worker's portrait in the Person Gallery and show how workers can add the
Navigation Steps
Rating Models
Use rating models to rate workers on their performance and level of proficiency in the
skills and qualities that are set up on the person profile. You can also use rating models
to specify target proficiency levels for items on a model profile, so that the model profile
can be compared to workers' profiles.
Rating models that measure workers' potential and the impact and risk of loss are also
available.
For model profiles, you can specify target proficiency levels for items on the profile, so
that the model profile can be compared to workers' profiles. Using the ratings, managers
can compare a model profile to workers' profiles to determine the best person suited to
fill a position. Workers can compare their profile to model profiles to identify other
positions within the organization that they are suited for, or to identify gaps in skills that
they need to fill before applying for other positions.
Demonstration Scope
Go to the Manage Rating Models task and compare the predefined rating models.
1. In the Setup and Maintenance work area, search for the Manage Rating Models
task.
2. Click Go to Task.
3. On the Manage Rating Models page, select the different predefined rating
models and show how they are set up differently.
Profile types
Instance qualifiers
Profile Types
Profile types include person profile types and model profile types. The person profile
type:
Model profile types are templates for workforce structures such as jobs and positions.
Model profiles identify:
Profile types comprise multiple content types. Content types are referred to in profile
types as content sections, and you can include content types from the content library
and free-form ones. Sections for content types from the content library inherit some
properties from the content type, but you can change properties as needed. You may
also want to add or delete content sections. When adding and deleting content sections,
be aware of the following:
Summary Text
For the person profile type, many of the content sections have summary text that
appears on regions of the profile cards. You can use the existing text, or change it to
suit your business needs. For example, you might want to update the text that appears
on the Skills and Qualifications card before an annual performance review period to
remind workers to update their skills so that they are current for the performance review.
Demonstration Scope
Go to the Edit Profile Type page and discuss the key concepts for these areas:
Navigation Steps
1. In the Setup and Maintenance work area, search for the Manage Profile Types
page.
2. Click Go to Task.
3. On the Manage Profile Types page, locate the Person profile type, and click Edit.
4. On the Edit Profile Type page, click the Competencies content section, and then
click Competencies in the grid to access the section properties.
5. On the Content Section page, review the properties and section access options.
6. Click Cancel.
7. On the Edit Profile Type page, click the Summary tab.
8. On the Summary tab, review the predefined text and the locations on which each
text block appears.
9. Click Cancel.
10. From the Navigator menu, Click More.
11. Click Person Gallery.
12. On the Person Gallery page, click the My Portrait tab.
13. Click the Experience and Qualifications card.
14. Review the summary text that appears and discuss how your company might
change the text.
15. Review the summary text on the Career Planning and Development and Growth
cards, and discuss ideas for changing the text here as well.
Depending on the Oracle Fusion applications that you have implemented, your
managers and HR specialists may be able to provide ratings for workers in multiple
locations in addition to the workers' profiles. For example, if you are using Oracle Fusion
Talent Review, the rating given for a worker on his profile can be changed during a
talent review meeting. Instance qualifier sets are groups of codes that you set up for
EVAL_TYPE: used with the Competencies content type and identifies the role of
the person who rated a particular competency for a worker
POTENTIAL: used with the Career Potential content type and identifies whether
the rating was updated in a talent review meeting or on the worker's profile
RISK: used with the Risk of Loss content type and identifies whether the rating
was updated in the profile or in a talent review meeting
PERFORMANCE_RATING: used with the Performance Rating content type and
identifies whether the rating is the compensation, performance, profile, or talent
review rating
TALENTSCORE: used with the Talent Score content type and identifies whether
the talent score was updated on the profile or in a talent review meeting
In Oracle Fusion V1, you should not create new instance qualifier sets or change the
settings for the predefined sets.
Demonstration Scope
Review the POTENTIAL instance qualifier set as an example of instance qualifier sets.
Navigation Steps
1. In the Setup and Maintenance work area, search for the Manage Instance
Qualifiers task.
2. Click Go to Task.
3. On the Manage Instance Qualifier Sets page, select the Potential qualifier set.
4. Click Edit.
5. On the Edit Instance Qualifier Set page, review the Employee View, Manager
View, Searchable, Employee Default and Manage Default fields.
Demonstration Scope
Navigation Steps
Note: Remember to log out and log back in as HCM_IMPL because the user ID for
Linda Swift does not have access to FSM.
Background
Social Responsibility
Environmental Responsibility
State Citizenship
Activity Scope
After your evaluation, you decide that you can create a new content type and content
items for corporate citizenship, and then the new content type can be added to the
person profile type. Workers can then add the new content section to their profile, and
enter comments to describe their corporate citizenship activities.
Use the following information and the decision table below to help you create the
content type:
ITEM_DATE_1
Employee: update
Manager: view
HR Specialist: view
1. Begin by navigating to the Manage Content Types task in your implementation project.
2. Expand the Workforce Deployment list.
19. Enter the desired information into the Label field. Enter "Date of Participation".
20. Click the Add button.
21. Click the Field Name list.
22. Click the ITEM_TEXT_20 list item.
23. Click in the Label field.
24. Click the Save button.
25. Click the OK button.
26. Click the Subscribers tab.
1. Begin by locating the Manage Profile Content Items task on the Assigned Implementation
Tasks tab.
1. Begin by locating the Manage Profile Types task on the Assigned Implementation tasks
tab.
10. Use the Content Section page to edit the properties of the content section. Some
properties are inherited from the content type, but you must add additional properties that
are more suitable for how the content section appears on a profile, as opposed to how you
want to capture information for the content type in the content library.
The next step after adding the Corporate Citizenship content type to the person profile
type is for workers to open their Experience and Qualifications card in the Portrait
Gallery, click the Edit button to edit skills and qualifications, and add Corporate
Citizenship to their profile.
350
Copyright 2012 – All rights reserved.
Lesson 4: Defining Common Applications Configuration for HCM
Quiz 1
Quiz 2
If you create a new content type and add it to the person profile type, which is the most
likely reason for the new content type not being available when you try to access it in
the Experience and Qualifications card?
Quiz 3
1. A rating model typically contains rating levels, review points, rating categories, and
distributions.
2. Rating categories determine the labels for analytics such as those used in the talent
Quiz 4
Which of the following components of the person profile type can be changed:
356
Quiz 5
1. True
2. False
You can create a new person profile type.
You perform initial setup of Oracle Fusion HCM security from the Assigned
Implementation Tasks tab or from the task list for the offering that you are implementing.
After implementing an Oracle Fusion HCM offering, you maintain security by performing
Roles
Role-Based Access Control
Security in Oracle Fusion Applications is role-based, where roles control who can do
what on which data.
Users are assigned roles, through which they gain access to functions and data. Users
can have any number of roles.
Role Types
Abstract roles
Abstract Roles
Abstract roles define a worker's role in the enterprise independently of the job that the
worker is hired to do. These abstract roles are predefined in Oracle Fusion HCM:
Data Roles
Data roles are a combination of a worker's job, such as payroll administrator or human
resource specialist, and the data instances that users with the role need to access. For
example, the HCM data role Payroll Administrator Payroll US combines a job (Payroll
Administrator) with a data scope (Payroll US).
Lindsay Allen is an employee and a payroll administrator for InFusion Corporation. She
has the Employee abstract role and the locally defined HCM data role Payroll
Administrator Payroll US.
Job Roles
A job role is the job that a worker is hired to perform. For example, Human Resource
Analyst, Payroll Manager, Human Resources VP, and Cash Manager are all examples
of job roles. Many job roles are predefined in Oracle Fusion Applications; you can also
create job roles if necessary.
In this example, Lindsay's locally defined HCM data role Payroll Administrator Payroll
US inherits the predefined job role Payroll Administrator.
Duty Roles
Duty roles are the building blocks of abstract and job roles: they represent the individual
duties that users with those job or abstract roles can perform. Duty roles are inherited
by job and abstract roles; they can also be inherited by other duty roles. You do not
assign duty roles directly to users.
This figure shows an example duty role for each of Lindsay's abstract and job roles. In
reality, abstract and job roles inherit many duty roles.
Duty roles grant access to work areas, dashboards, task flows, user-interface pages,
reports, batch programs, and so on; therefore, they determine the functions that a user
can perform. Duty roles also control the actions that a user can perform in a UI page.
For example, Lindsay can navigate to her own Portrait in the Person Gallery and edit
her own contact details thanks to the duty roles inherited by her Employee abstract role.
The entries that a user sees in the Navigator, in the Tasks pane of a work area, and in
menus are determined by duty roles; differences between users are accounted for by
differences in the duty roles that they inherit.
Data Security
HCM Security Profiles
Most Oracle Fusion HCM data is secured by means of HCM security profiles.
In the following example, Tim Thompson and Patricia Smith are both human resource
specialists, Tim in US Marketing and Patricia in US Sales. Each has a data role that
inherits the job role Human Resource Specialist and the duty roles appropriate to that
job role. Therefore, Tim and Patricia can perform the same functions and see the same
entries in the Navigator, work-area Tasks panes, and menus. However, each user
Note: If Tim and Patricia could access the same sets of data, you could create one
HCM data role rather than two and assign that HCM data role to both users.
372
Copyright 2012 – All rights reserved.
Lesson 4: Defining Common Applications Configuration for HCM
Data role templates are the second of two ways of creating data roles (the first being
HCM data roles). Data role templates secure access to reference data sets and are
used by most Oracle Fusion Applications.
Oracle Fusion HCM makes limited use of data role templates. In Oracle Fusion HCM,
you use data role templates to secure access to reference data sets for departments,
jobs, grades, locations, and performance document templates. If you need to provide a
job role (such as Human Capital Management Application Administrator) with access to
all of these business objects, then you generate separate data roles for each
combination of the job role and a business-object reference data set.
Predefined Security
The Security Reference Implementation
Abstract roles
Job roles
Duty roles
Data role templates
HCM security profiles
You can review the Security Reference Implementation in the Oracle Fusion
Applications Human Capital Management Security Reference Manual.
Oracle Fusion Applications are tightly integrated with Oracle Identity Management
(OIM).
The user account name is generated automatically, based on the OIM configured
rules for account names. By default, the user's primary work e-mail address is
used.
The user account password is generated automatically, based on the OIM
configured password policy.
If a user account is not create automatically for some reason, human resource
specialists and line managers can request a user account for a worker from within
Oracle Fusion HCM .
Note: You do not need to perform the Manage Users task. Manage Users is for Oracle
Fusion Applications other than Oracle Fusion HCM.
The process of assigning roles to users is known as role provisioning. Abstract and data
roles must be provisioned to users so that they can access the functions and data that
enable them to perform their jobs.
Manage HCM Role Provisioning Rules > Manage Role Mappings > Create Role
Mapping
_______________________________________________________
In this example, the Line Manager role is provisioned automatically to any employee
who has an active assignment and is a manager with reports.
Managing Security
Managing Security Using HCM
Create users
Oracle Identity Management (OIM) maintains LDAP accounts for users of Oracle Fusion
Applications. OIM also stores the definitions of job, abstract, and data roles, and holds
information about roles provisioned to users. During implementation, you perform the
task Run User and Roles Synchronization Process to copy any existing information
about users and roles from the OIM LDAP store to the Oracle Fusion HCM product
You use Oracle Fusion Middleware Authorization Policy Manager (APM) to:
Which one of the following items is not included in the Oracle Fusion
Applications Security Reference Implementation?
Person
An HCM security profile is a set of criteria that identifies one or more business objects of
a single type, such as persons or positions. The business objects identified by the
criteria in the security profile are known as a data instance set.
All contingent workers in a legal employer whose last names are in the range A
through H
All legal employers in the enterprise
Positions below Regional Sales Manager in the enterprise position hierarchy
Worker medical records
You can create HCM security profiles for the following HCM business objects:
Person (managed)
Person (public)
You cannot:
HCM security profiles are reusable. During implementation, create HCM security
profiles for standard sets of business objects in the enterprise, such as all legal
employers, all workers in a legal employer, all positions in a position hierarchy,
and individual legislative data groups.
Manage Organization Security Profile > Manage Organization Security Profiles page >
Create Organization Security Profile
393
Lesson 4: Defining Common Applications Configuration for HCM
Users need access to positions because they either manage position definitions or
perform tasks where lists of positions are presented to them. To allow users to access
positions, you create a position security profile, include it in an HCM data role, and
Manage Position Security Profile > Manage Position Security Profiles page > Create
Position Security Profile
_______________________________________________________
Background
HR Specialists in the Organizational Development US department who are based in
Chicago are undertaking a special project to review the skills and experience of all
contingent workers in the HCM US department and all departments under HCM US in
Activity Scope
In this activity, you will create an organization security profile that identifies the relevant
instance set of departments for this exercise. The instance set comprises HCM US and
all departments under it in the department hierarchy, except the department
Organizational Development US.
Data
398
Copyright 2012 – All rights reserved.
Lesson 4: Defining Common Applications Configuration for HCM
A person security profile includes criteria that identify one or more person records.
Users access person records either because they need to update them (for example,
Manage Person Security Profile > Manage Person Security Profiles page > Create
Person Security Profile
402
Copyright 2012 – All rights reserved.
Lesson 4: Defining Common Applications Configuration for HCM
_______________________________________________________
You can identify person records by any combination of person type, manager
To create a public-person security profile, you perform the Manage Person Security
Profile task.
A public-person security profile identifies the set of workers whose contact details the
You can identify workers using any of the available criteria. To provide access to all
enterprise workers, use the predefined person security profile View All Workers.
Background
HR Specialists in the Organizational Development US department who are based in
Chicago are undertaking a special project to review the skills and experience of all
contingent workers in the HCM US department and all departments under HCM US in
Activity Scope
In this activity, you will create a person security profile that identifies the relevant
instance set of person records for this exercise. The instance set comprises all
contingent workers in HCM US and all departments under it in the department tree,
except those in the department Organizational Development US.
Data
On the Assigned Implementation Tasks tab, go to the Manage Person Security Profile
task. Create a person security profile using following data:
A document type security profile includes criteria that identify one or more locally
defined document types.
Manage Document Type Security Profile > Manage Document Type Security Profiles
page > Create Document Type Security Profile
_______________________________________________________
You identify one or more document types by name and indicate whether to
include or exclude those document types.
A legislative data group security profile includes the names of one or more legislative
data groups.
Users need access to legislative data groups mainly because they manage their
You can secure person records by legislative data group; if you plan to do this, consider
creating a separate security profile for each legislative data group.
Manage Legislative Data Group Security Profile > Manage Legislative Data Group
Security Profiles page > Create Legislative Data Group Security Profile
_______________________________________________________
Manage Country Security Profile > Manage Country Security Profiles page > Create
Country Security Profile
_______________________________________________________
Job roles (such as benefits administrator and human resource analyst) and abstract
roles (such as employee and line manager) inherit duty roles, which define what users
with those job and abstract roles can do. The Oracle Fusion Applications Human Capital
To give users access to actual HCM data instances, you create HCM data roles. All
data roles combine a job or abstract role with a set of data; HCM data roles combine a
job or abstract role with a set of HCM data.
To create an HCM data role, you perform the Manage Data Role and Security Profiles
task. On the Create Data Role: Select Role page, you enter a name for the HCM data
role and select the job role that the new HCM data role will inherit.
_______________________________________________________
When you select the job role for the HCM data role, the HCM business object types that
the job role needs to access are identified automatically. For each HCM business
object, a region appears on the Create Data Role: Security Criteria page. For example,
if the job role did not need to access legislative data groups, the Legislative Data Group
region would not appear. You cannot create an HCM data role for a job role that needs
Manage Data Role and Security Profiles > Manage HCM Data Roles page > Create
Data Role: Select Role > Create Data Role: Security Criteria
_______________________________________________________
If you click Next on the Create Data Role: Security Criteria page, you launch a
subprocess for creating security profiles. The subprocess includes a page for each type
of security profile.
_______________________________________________________
You can navigate directly to the pages for the security profiles that you want to create
by clicking the names in the process train at the top of the page. Click Review when
you are ready to submit the HCM data role. Any HCM security profiles that you create
while defining the HCM data role exist independently of the HCM data role and can be
reused.
As an alternative to creating an HCM data role that inherits a job role, you can assign
HCM security profiles directly to job and abstract roles without creating a separate HCM
data role. In this case, any user with the job or abstract role can access the data
identified in the HCM security profiles. This approach is commonly used to provide
abstract roles, such as employee, with access to HCM business objects, such as the
Manage Data Role and Security Profiles > Manage HCM Data Roles page
_______________________________________________________
Select existing HCM security profiles to assign to the job or abstract role.
Create new HCM security profiles.
The job or abstract role effectively becomes an HCM data role because it has access to
HCM business object instances.
You can edit HCM data roles by assigning different HCM security profiles to the roles.
You can also edit HCM security profiles.
When a user who has the HCM data role next signs in, he or she has access to the
Oracle Identity Management (OIM) stores latest information about all abstract, job, and
data roles, including HCM data roles. Oracle Fusion Human Capital Management
maintains a local copy of all role names and types so that lists of roles presented to
users are up-to-date.
Only when information about HCM data roles is returned from OIM to HCM can you
provision those roles to users. You verify that a role has been returned from OIM by
searching for the role on the Manage HCM Data Roles page and checking that its status
is Request Complete.
The processes that manage the exchange of information with OIM are:
Background
Activity Scope
During this activity, you will create an HCM data role that provides HR Specialists with
the access to contingent worker records that they need for this exercise.
Data
On the Assigned Implementation Tasks tab, go to the Manage Data Role and Security
Profiles task. Create an HCM data role using following data:
On the Select Role page:
Remember that the new role can be provisioned to users only when its status is
Request Complete. On the Manage HCM Data Roles page, search for the new data role
XX HR Specialist HCM US CWK Analysis to review its status.
21. Select the View All Countries value in the Country Security Profile list of values.
22. In the Legislative Data Group region, click the LDG Security Profile list of values.
23. Select the US LDG value in the LDG Security Profile list of values.
24. In the Person region, click the Person Security Profile list of values.
25. Click the Search... link in the Person Security Profile list of values.
26. In the Search and Select: Person Security Profile window, enter the desired information
into the Name field. Enter "XX HCM%".
27. Click the Search button.
User IDs and passwords are created automatically for users of Oracle Fusion Human
Capital Management when you create their person records (for example, when you hire
an employee).
Users may have multiple roles; all currently provisioned roles are available to the user
when he or she signs in to Oracle Fusion Applications.
Three ways of provisioning roles to users are available. Roles can be provisioned to
users:
Manage HCM Role Provisioning Rules > Manage Role Mappings > Create Role
Mapping
_______________________________________________________
This example shows a role mapping to provision multiple roles to managers with active
employee assignments.
To manage role mappings, you must have the IT Security Manager job role.
To provision roles automatically to eligible users, you create a role mapping in which
you:
Background
All InFusion employees must have the Employee abstract role.
Data
On the Assigned Implementation Tasks tab, go to the Manage HCM Role Provisioning
Rules task. Create a role mapping using following data:
The name of the role mapping is XX InFusion All Employees. (Replace XX with
your terminal number or initials as indicated by your instructor.)
In the Conditions region:
On the Assigned Implementation Tasks tab, go to the Manage HCM Role Provisioning
Rules task. Change the task status to In Progress. (During this lesson, you create two
further role mappings; you will mark the task Completed only after you create the third
role mapping.)
432
Copyright 2012 – All rights reserved.
Lesson 4: Defining Common Applications Configuration for HCM
25. In the Edit Status window, click the Status list of values.
26. Select the In Progress value in the list of values
27. Click the Save and Close button.
28.
You can provision roles to users immediately when appropriate. If you Apply
From a role mapping, all assignments and role mappings in the enterprise are
reviewed and any necessary provisioning and deprovisioning of roles occurs
immediately
From a user’s account, only that user’s assignments are reviewed against all
enterprise role mappings; any necessary provisioning and deprovisioning of roles
for that user occur immediately
To enable users such as line managers and human resource specialists to provision
roles manually to other users, you create a role mapping in which you:
Users retain roles that are provisioned to them manually until either all their work
relationships are terminated or the roles are deprovisioned manually.
Background
HR Specialists in the Benefits US department who are also employees need to be able
to provision the role Benefits Administrator to other workers. The number of benefits
administrators is small, and not all workers in Benefits US need the role.
Data
On the Assigned Implementation Tasks tab, go to the Manage HCM Role Provisioning
Rules task. Create a role mapping using the following data:
Department: Benefits US
Job: Human Resources Specialist
Assignment Type: Employee
Assignment Status: Active
In the Associated Roles region:
On the Assigned Implementation Tasks tab, leave the status of the Manage HCM Role
Provisioning Rules task as In Progress. (During this lesson, you create one more role
mapping; you will mark the task Completed only after you create the final role
mapping.)
438
Copyright 2012 – All rights reserved.
Lesson 4: Defining Common Applications Configuration for HCM
1. On the Assigned Implementation Tasks tab, click the Go to Task icon for the Manage
HCM Role Provisioning Rules task.
24. In the Search and Select: Role Name window click in the Role Name field.
25. Enter the desired information into the Role Name field. Enter "Benefits%".
26. Click the Search button.
27. Select the Benefits Administrator role name in the search results.
28. Click the OK button.
29. On the Create Role Mapping page, select the Requestable option for the Benefits
Administrator role.
30. Deselect the Autoprovision option for the Benefits Administrator role.
Requesting Roles
To enable users to request roles for themselves, you create a role mapping in which
you:
Background
In the previous activity, you created a role mapping to enable HR Specialists in the
Benefits US department to provision the role Benefits Administrator to other workers. To
reduce the workload of HR Specialists and avoid delays in provisioning the role, it has
Activity Scope
In this activity, you will create a role mapping to enable all employees in the Benefits US
department to request the Benefits Administrator role.
Data
On the Assigned Implementation Tasks tab, go to the Manage HCM Role Provisioning
Rules task. Create a role mapping using the following data:
Department: Benefits US
Assignment Type: Employee
Assignment Status: Active
In the Associated Roles region:
The role appears in the list of roles that workers in the Benefits US department can
request for themselves when managing their user accounts. Provisioning of the role
may still be subject to approval.
On the Assigned Implementation Tasks tab, go to the Manage HCM Role Provisioning
Rules task. Change the task status to Completed.
1. On the Assigned Implementation Tasks tab, click the Go to Task icon for the Manage
HCM Role Provisioning Rules task.
2. On the Manage Role Mappings page, click the Create icon in the Search Results region.
26. A confirmation message appears. Click the OK button to dismiss the message.
27. On the Manage Role Mappings page, click the Done button.
28. On the Assigned Implementation Tasks tab, click the Status icon for the Manage HCM
Role Provisioning Rules task.
29. In the Edit Status window, click the Status list of values.
30. Select the Completed value in the list of values.
31. Click the Save and Close button.
32.
Role-Provisioning Strategies
You create role mappings to provision data roles and abstract roles to users. During
implementation, consider the following approaches to role provisioning:
Determine the roles that all workers of a particular type must have, and create role
mappings to provision those roles automatically. For example, to ensure that all
Determine the roles that all line managers must have, and create role mappings to
provision those roles automatically. For example, if all line managers must have both
the line manager role and a locally defined Expenses Manager role, then create a role
mapping to autoprovision those roles to eligible users.
Determine the roles that only some workers of a particular type will need. For example,
some human resource specialists may also need the benefits analyst role.
If you can autoprovision those roles based on specific conditions, then create role
mappings to provision those roles automatically. Otherwise, decide whether workers
can request those roles for themselves or whether they must be provisioned by other
users, such as line managers, and create the appropriate role mappings.
Remember that:
You can identify a set of person records in a person security profile by:
A user who has access to a person record has access to all of the person's
assignments.
1. True
An HCM data role links a job or abstract role to a set of HCM data.
1. True
2. False
You can create an HCM data role for any job role:
1. True
2. False
You can provision an HCM data role to a user only when the role status is
Request Complete.
1. True
1. Automatically
All roles in a role mapping must have the same provisioning option.
1. True
2. False
Access Oracle BPM Worklist to create and manage approval groups and
perform basic approval-policy configurations.
Workflow is a process in which tasks are routed automatically among users for their
consideration or action. The tasks are routed in a defined sequence to achieve a
defined result.
Workflow tasks for a user appear in the Worklist: Notifications and Approvals region on
the user's Welcome Dashboard; the user also receives an e-mail notification.
Many Oracle Fusion HCM tasks have predefined approval policies. During
implementation, you can review the predefined approval policy for a task and change it
if necessary. You perform initial setup of Oracle Fusion HCM approvals from the
Assigned Implementation Tasks tab or from the task list for the offering that you are
implementing; relevant tasks appear in the task list Define Approval Management for
To perform these tasks, you need the duty role BPM Worklist Administration Duty,
which is predefined for the Application Implementation Consultant job role.
The task Manage Task Configurations for Human Capital Management navigates to
Oracle BPM Worklist, where you can configure the approval process for a selected
Oracle Fusion HCM task.
Event Driven
Data Driven
On the Event Driven tab, you specify general administration values for the task,
including expiration and escalation policies, notifications, and task access.
_______________________________________________________
You can configure when tasks expire, are escalated, or renewed. Expired tasks are
automatically rejected.
You use the notification settings to control who is notified when changes in task status
occur. If the task has rules (on the Data Driven tab) with the FYI response type, then
notifications are sent based on the rule conditions. You can use these notification
settings, or the rule conditions, or both. Note that the notification setting for the Error
task status is an alternative to the On Error Notify setting.
Task Access
Use the Data Driven tab to specify the rules that determine how the task is routed.
A stage can include one or more rule sets. Each rule set contains one or more rules. A
rule comprises an IF statement and a THEN statement.
The IF statement includes at least one condition to determine when the rule is
applied. Multiple conditions can be linked by "and" or "or" operators.
The THEN statement defines what happens (typically, who the task is routed to)
when the condition is met. The components of the THEN statement vary with the
list builder type. For the Supervisory list builder, you identify starting and top
participants; the top participant is the participant above whom approvals will not
be routed. A participant can be specified as a named user or as the manager of a
reference user (for example, the manager of the task initiator).
To create or edit rule sets, technical administrators must use Oracle JDeveloper.
List Builders
A list builder is a mechanism to determine the task assignees, who are usually
approvers.
Oracle Fusion HCM predefined approval policies all use the Supervisory list builder
with either 1 or 2 levels of approval.
To change the list builder for an approval policy, technical administrators must use
Oracle JDeveloper. You cannot change the list builder for a rule in Oracle BPM Worklist
other than by deleting the rule and creating a new rule.
Predefined approval policies for Oracle Fusion HCM tasks are based on the supervisory
(manager) hierarchy; therefore, the manager hierarchy must be up-to-date at all times.
For performance reasons, the complete manager hierarchy for each person is extracted
Task actions defined for a task on the Event Driven tab determine the actions available
to participants in the predefined approval policies. For example:
Notification settings on the Event Driven tab for a task control who is notified at each
event in the predefined approval policies. The default notification settings for Oracle
Fusion HCM tasks are as follows:
_______________________________________________________
For a static approval group, you identify the group members and specify the task-
routing order within the group. If the approval group is used in conjunction with a
rule set that is predefined with parallel routing, the task is routed to all group
members at the same time.
Once the approval group is defined, you can use it in an approval-group list builder for a
rule. The predefined approval policies for Oracle Fusion HCM do not use approval
groups.
Background
Activity Scope
On the Assigned Implementation Tasks tab, perform the Manage Task Configurations
for Human Capital Management task, which opens the Oracle BPM Worklist. In the
Tasks to be configured pane, select any task (for example, ManagePersonApproval
(1.0) or Absences Approval (1.0)). The suffix (1.0) identifies the predefined approval
policy. Click the Edit icon in the Tasks to be configured panel header.
1. Click the Edit icon in the Tasks to be configured panel header if the tab is not in
edit mode.
2. Expand the first rule in the selected rule set.
3. Review the IF and THEN statements of the rule and ensure that you understand
their effects.
4. If there are additional rules in the rule set, expand them and ensure that you
understand their effects.
Try creating a new rule if you wish:
7. Click the Edit task icon above the list of tasks to be configured.
8. On the Event Driven tab for the selected task, click the Task Aggregation list of values.
9. Review the available values in the Task Aggregation list of values. Select the
current value.
10. Click the On Error Notify icon.
11. In the Configure Error Assignees window, click the OK button.
12. Click the list of values in the Expiration and Escalation Policy region of the Event Driven
tab.
13. Review the list of values in the Expiration and Escalation Policy region. Select the current
value.
14. In the Notification Settings region, click a list of values in the Task Status column to review
the available values.
15. Select the current value in the Task Status list of values.
16. In the Notification Settings region, click a list of values in the Recipient column to review
the available values.
17. Select the current value in the Recipient list of values.
18. In the Notification Settings region, click an Edit Notification Header icon.
19. In the Edit Notification Message window, click the OK button.
20. In the Notification Settings region, click the Reminders list of values.
21. Review the values in the Reminders list of values. Select the current value.
22. On the Event Driven tab, expand the Task Access region.
23. Scroll down to view the Task Access region.
24. On the Task Content tab of the Task Access region, click a list of values in the Individuals
with read access column.
43. Review the values in the Auto Action Enabled list of values. Select the current value.
44. Minimize or close the Oracle BPM Worklist window.
45. On the Assigned Implementation Tasks tab, click the Status icon for the Manage Task
Configurations for Human Capital Management task.
46. In the Edit Status window, click the Status list of values.
47. Select the Completed value in the Status list of values.
48. Click the Save and Close button.
478
Copyright 2012 – All rights reserved.
Lesson 4: Defining Common Applications Configuration for HCM