10 define workforce structures

Partner Boot Camp - Fusion HCM Global HR

Define Workforce Structures Instructor Guide

August 8, 2013

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CONTENTS

Lesson 1: Define Workforce Structures .......................................1 Objectives.............................................................................................. 1 Workforce Structures Task List .................................................................. 2 Instructor Note: Best Practice.................................................................... 3 Defining Locations ................................................................................... 4

Instructor Note: Results on Map .............................................................. 4 Locations ............................................................................................. 5 What is Set ID? .................................................................................... 6 Location Sets ....................................................................................... 7 Instructor Note: Activity Timing ............................................................... 8 Activity 1 Introduction: Creating a Location ............................................... 9

Activity 1: Creating a Location ............................................................ 10 Defining HCM Organizations .................................................................... 12

HCM Organizations .............................................................................. 12 Instructor Note: HCM Organizations ....................................................... 13 Multiple Classifications ......................................................................... 14 Review Enterprise Configuration ............................................................ 15 Trees and HCM Trees ........................................................................... 16 Instructor Note: Trees ......................................................................... 17 Organization Trees and ESC .................................................................. 18 HCM Organizations Review Question 1 .................................................... 19 HCM Organizations Review Question 2 .................................................... 20 HCM Organizations Review Question 3 .................................................... 21 HCM Organizations Review Questions and Answers ................................... 22 Instructor Note: Activity Timing ............................................................. 23 Activities 2 -- 3 Introduction: Creating a Division and Department ............... 24

Activity 2: Creating a Division ............................................................. 25 Activity 3: Creating a Department ........................................................ 27

Lesson Highlights .................................................................................. 29 Lesson Highlight Details ....................................................................... 30

Lesson 1: Define Workforce Structures

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


Objectives

After completing this lesson, you should be able to:

Define locations Define HCM Organizations


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

Workforce Structures Task List

Define Workforce Structures Task Lists and Tasks

To access the tasks under Workforce Structures, select your implementation project using the Functional Setup Manager and navigate to: Workforce Deployment > Define Common Applications Configuration for Human Capital Management > Define Enterprise Structures for Human Capital Management > Define Workforce Structures



Instructor Note: Best Practice

You can discuss the following aspects as a best practice: Key Work Structures Features

No more Work Structure Key Flexfields (KFFs) Identifier Attributes

- Code that is unique, not translatable and updateable, for example VP01

- Name that is not unique, is translatable and updateable, for example, Vice President

Change Management – Ability to make date effective changes

– Ability to record why a change was made (Action Reason) – Ability to submit a change for approvals

Secured Data Objects

Changes Compared to PeopleSoft

Actions and reasons are also available for workforce structures; Action information is usually defaulted.

Attachments possible on a work structure

Changes Compared to EBS

No workforce structures key flexfields (KFFs) now Ability to record a change and describe it (Action and Action Reason) Ability to enable approvals Secured objects – LOVs are filtered based on what applies to this UI and the

user’s security privileges The attribute Status is used to set objects to Inactive instead of manually end-

dating. The status can be reverted to Active like any other date-effective update. Inactive objects are not available in LOV searches



Defining Locations

Instructor Note: Results on Map

Inform the students that the Results on Map feature is not working in the environment currently.



Locations

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



What is Set ID?

Set ID is used to partition reference data into smaller sets called reference data sets, which can then be assigned to different business units or organizations

The Set Enabled objects in HCM are:

- Departments

- Locations

- Jobs

- Grades

Business Units and Reference Objects



Location Sets

The following figure shows how locations sets restrict access to users.

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



Instructor Note: Activity Timing

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

.



Activity 1 Introduction: Creating a Location

Activity Background In view of its increasing operations, InFusion Corporation has recently bought additional space close to its existing location in New York. Requirements

Use the bold text for the object names, replacing the XX with your initials, as indicated by your instructor.

You must have access to Oracle Fusion Application InFusion database or comparable training or test instance at your site, on which to complete this practice.

Activity Scope

Create a new location in New York.



Activity 1: Creating a Location

In this activity, you create a new location in New York. Sign in as hcm_impl or hcm_impl1.

Start Here Setup and Maintenance work area Implementation Project: XX Workforce Deployment page

These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define EnterpriseStructures for Human Capital Management - Define Workforce Structures - Define Organization Structures.

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

Location: Manage Locations page

2. On the Results in Table section toolbar, click Create.

Location: Create Location page

3. In the Location Information section Name field, enter XX New York.

4. In the Code field, enter XXNY.

5. In the Main Address section Address Line1 field, enter 521 Madison Ave.

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

7. In the City field, enter New York.

8. Press Enter.

Location: Search and Select: City dialog box

9. Select New York, New York.

10. Click OK.




11. In the ZIP Code field, enter 10022.

12. Press Enter. Location: Search and Select: ZIP Code dialog box

13. Select 10022 (Manhattan).

14. Click OK.


15. Click Submit.

Location: Warning dialog box

16. Click Yes.

Location: Confirmation dialog box

17. Click OK.

Location: Manage Locations page

18. Click Done.

Location: Implementation Project: XX Workforce Deployment page

19. In the Manage Locations task row, click the Status icon button.

Location: Edit Status dialog box

20. In the Status field, select Completed.

21. Click Save and Close.


In this activity, you created the XX New York location.



Defining HCM Organizations

HCM Organizations

You can set up your enterprise structures using the individual organization tasks. For example, if you are an international enterprise with multiple operating divisions, then you need to define an enterprise, divisions, legal entities, tax reporting units, payroll statutory units, reporting units, business units, departments and so on.

You set up organizations as part of your implementation to reflect your company's organizational structure. An organization structure is required for your management, legal, functional and financial reporting needs. An enterprise generally needs many internal and external organizations for its operation. These include organizations such as legal entities, divisions, and departments.



Instructor Note: HCM Organizations

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



Multiple Classifications

Organization classifications define the purpose of the organization, whether it's a division, department or a legal entity. Define an organization with one or more classifications to reflect your enterprise structure. For example, one organization might be both a cost center and a sales department.



Review Enterprise Configuration

The organization model includes 3 tightly integrated areas:

XLE (eXtended Legal Entity), owned by Financials, and to capture Financials information

HCM Organizations (mainly for internal organizations) TCA (Trading Community Architecture) to manage external organizations such

as a third-party provider (for example, child support monitoring)

If you define the enterprise configuration using the Enterprise Structures guided flow, then you can review the organization components and make any changes or add additional structures. You can create the following types of HCM organizations:

Enterprise Legislative Data Groups Business Units and Set IDs Legal Employers Divisions Departments Professional Bodies Reporting Establishments Disability Organizations



Trees and HCM Trees

You can use Oracle Fusion trees to graphically represent hierarchical data such as the structure of your organization. You can view the hierarchical relationships among the data entities and determine how they function in a business scenario. You can use trees for:

Departments Organizations Positions Geographies

A tree helps you in:

Determining parent-child relationship between the entities Setting better access control Applying business rules at various stages

To set up a tree:

1. Create a tree using one of the seeded tree structures (for example, department tree structure).

2. Create a tree version for the new tree structure. 3. Add new nodes (for example, departments) to build your hierarchy.



Instructor Note: Trees

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



Organization Trees and ESC

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



HCM Organizations Review Question 1

An organization can have one classification only.

1. True 2. False




You assign workers to the department organization.

1. True 2. False




Name three types of predefined trees.



HCM Organizations Review Questions and Answers

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



Instructor Note: Activity Timing

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

.



Activities 2 -- 3 Introduction: Creating a Division and Department

Background InFusion Corporation has acquired a new financial services division. Requirements

Use the bold text for the object names, replacing the XX with your initials, as indicated by your instructor.

You must have access to Oracle Fusion Application InFusion database or comparable training or test instance at your site, on which to complete this practice.

Activity Scope

Create a new division and department to support the new acquisition.



Activity 2: Creating a Division

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


These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Enterprise Structures for Human Capital Management - Define Workforce Structures - Define Organization Structures.

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

Location: Manage Divisions page

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

Location: Create Division: Description page

3. In the Name field, enter XX InFusion Financial Services US.

4. Click Next.

Location: Create Division: Division Details page

5. In the Reporting Name field, enter Financial Services US.

6. In the Manager field, select any manager.

7. Click Next.

Location: Create Division: Review page

8. Review the results and click Submit.


9. Click Yes.




10. Click OK.

Location: Manage Divisions page

11. Click Done.


12. In the Manage Divisions task row, click the Status icon button.





In this activity, you created the XX InFusion Financial Services US division.



Activity 3: Creating a Department

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


These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Enterprise Structures for Human Capital Management - Define Workforce Structures - Define Organization Structures.

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

Location: Manage Departments page

2. In the Search Results section, click Create.

Location: Create Department: Description page

3. In the Name field, enter XX InFusion Financial Sales.

4. Click Next.

Location: Create Department: Department Details page

5. In the Reporting Name field, enter InFusion Financial.

6. In the Manager field, select any manager.

7. Click Next.

Location: Create Department: Review page

8. Review the results and click Submit.


9. Click Yes.




10. Click OK.

Location: Manage Departments page

11. Click Done.


12. In the Manage Departments task row, click the Status icon.





In this activity, you created the XX InFusion Financial Sales department.



Lesson Highlights

In this lesson, you should have learned how to:

Define locations Define HCM organizations



Lesson Highlight Details

Defining Locations A location identifies physical addresses of a workforce structure, such as a department or a job. You can also create locations to enter the addresses of external organizations that you want to maintain, such as employment agencies, tax authorities, and insurance or benefits carriers. When you create a location, you must associate it with a set. Only those users who have access to the set's business unit can access the location set and other associated workforce structure sets, such as those that contain departments and jobs. Defining HCM Organizations You set up organizations as part of your implementation to reflect your company's organizational structure. An organization structure is required for your management, legal, functional and financial reporting needs. An enterprise generally needs many internal and external organizations for its operation. These include organizations such as legal entities, divisions, and departments. You can define an organization with one or more classifications to reflect your enterprise structure and use Oracle Fusion trees to graphically represent hierarchical data such as the structure of your organization.

Technology

10 define workforce structures