12 define jobs

Partner Boot Camp – Fusion HCM Global HR Define Jobs

Instructor Guide

August 08, 2013

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CONTENTS

Lesson 1: Define Jobs ................................................................. 1 Objectives ................................................................................................. 1 Instructor Note: Jobs and Positions .............................................................. 2 Jobs Overview ........................................................................................... 4 Jobs Setup and Maintenance ........................................................................ 5 Lookups for Jobs ........................................................................................ 7 Basic Details .............................................................................................. 8 Benchmark and Progression Information ....................................................... 9 Grades .................................................................................................... 10 Instructor Note: Jobs and Grades ............................................................... 11 Evaluation Criteria .................................................................................... 12 Job Families............................................................................................. 13 How Jobs and Positions Work with Profiles ................................................... 14 Instructor Note: Demonstration Timing ....................................................... 15 Demonstration: Creating a Job................................................................... 16 Instructor Note: Activity Timing ................................................................. 18 Activity 1 Introduction: Creating a Job ........................................................ 19

Activity 1: Creating a Job ........................................................................ 20 Review Question 1.................................................................................... 22 All Questions and Answers ......................................................................... 23 Lesson Highlights ..................................................................................... 24

Lesson Highlight Details .......................................................................... 25

Lesson 1: Define Jobs

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


Objectives

After completing this lesson, you should be able to:

Define jobs and job families Understand Job Details and Lookups Understand Benchmark and Progression Information Understand Evaluation Criteria Understand how Jobs and Position work with Profiles


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

Instructor Note: Jobs and Positions

Before teaching the Jobs and Positions lessons, provide an introduction to Jobs and Positions, to distinguish between the two. Job - is a set of roles or duties that your workers perform. Position - is a specific instance of a job in a department for a business unit. Use of jobs or jobs and positions varies by industry and customer requirements. Enterprise Structures Configurator (ESC) helps you with the decision during the implementation. Jobs and Positions Jobs are typically used without positions by service industries where flexibility and organizational change are key features. Typically use jobs: If a worker leaves, in most cases the headcount is used for other be any job, probably even different department and salary purposes (could). Typically use positions: If a worker leaves, in most cases a successor is hired into the same job and department, may be even the same grade.

Comparison can be launched from search results Integration with profiles Positions: Embedded analytics displayed in the header region of an existing

position to see at first sight the FTE of the position compared to the FTE of the incumbent(s)

Positions: Powerful incumbent details feature to see the incumbent(s) history Ability to define at the job and position which grades are valid for this job/position Valid grades entered at the job get defaulted to the position Profile option to enforce the valid grades in the assignment: The user can choose

for that assignment only a grade that is in the list of valid grades of the selected job/position

Profile option to default the grade from job/position to assignment Defaulting from position takes precedence. If no position is selected, grade is

defaulted from job

Advantages of using positions

Less maintenance work, because when selecting a position during hiring, attributes are defaulted in.



Vacancies can easily be tracked and reported on – If you only use jobs, vacancies are not ‘visible’.

Incumbent history at the position makes it easy to track who was in this position at any time (even if the position is currently vacant).



Jobs Overview

Jobs are typically used without positions by service industries where flexibility and organizational change are key features. The following screenshot is the Create Job page within the Manage Job task. You can see the five train stops that guide you through the job creation.



Jobs Setup and Maintenance

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

Define Jobs and Positions Tasks _______________________________________________________ Setup tasks in FSM under Define Jobs and Positions:

Manage Job Lookups



Manage Job Families Manage Job Manage Position Lookups Manage Positions Manage Position Trees

The ongoing maintenance tasks for Jobs are:

Manage Jobs Manage Job Families



Lookups for Jobs

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:

EVAL_SYSTEM: Identifies the evaluation system used for the job or position EVAL_SYSTEM_MEAS: Measurement unit for the evaluation criteria JOB_FUNCTION_CODE: Description of the primary function of a job (used for

grouping and reporting jobs of like functions) MANAGER_LEVEL: Description of the seniority of a manager



Basic Details

You define the following basic information for jobs:

Effective start date Job set Name Code

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.



Benchmark and Progression Information

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 create a hierarchy of jobs and are used to provide the list of values for the Job field in the Promote Worker and Transfer Worker tasks. The list of values includes the next three jobs in the progression job hierarchy. 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.



Instructor Note: Jobs and Grades

Remind students of the two profile options that determine the grades that are available for selection when you set up assignments or employment terms: 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 users select both a job and a position for the assignment or employment terms, then they can select grades that are valid for the position only.

If valid grades are defined for neither the job nor the position, then users can select from all grades

If you set this profile option to No, which is the default value, then users can select from all grades. PER_DEFAULT_GRADE_FROM_JOB_POSITION: If you set this site-level profile option to Yes, and there is only one valid grade for a job or position, then that grade is used by default in the assignment or employment terms. In addition, if an entry grade is defined for a position, then that grade is used by default when the user creates a new set of employment terms or a new assignment. If you set this profile option to No, which is the default value, then users can select from all grades.



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. An additional value of Custom is included in the list of values for the Evaluation System field, but you must add your own criteria and values for this 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:

Administration Finance and Accounting Support Logistics

You set up the job families and then enter a job family when defining a job.



How Jobs and Positions Work with Profiles

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 competencies, degrees, and other skills for the job or position. This association also enables you to compare profiles and use the best-fit analysis for tasks such as finding the worker best-suited for a job or for helping workers identify their next career moves. The following figure compares the information that is contained in a job profile with that contained in a job:



Instructor Note: Demonstration Timing

The course was designed for you to perform the specified demonstration at this point. Approximate Demonstration Timing: 10 minutes .



Demonstration: Creating a Job

Demonstration Background As a Human Resources (HR) specialist, you can create a job. Demonstration Scope Create a job and associate a grade. Demonstration Steps Sign in as hcm_impl or hcm_impl1. Start Here Setup and Maintenance

1. In the Search region Name field, enter Manage Job.

2. Click the Search icon.

3. In the Manage Job task row, click Go to Task. Location: Manage Jobs page

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

Location: Create Job: Basic Details page

5. In the Name field, enter XX Sales Executive.

6. In the Code field, enter XX_SALESEXEC.

7. Click Next.

Location: Create Job: Job Details page

8. In the Full Time or Part Time field, select Full time.

9. In the Regular or Temporary section, select Regular.

10. In the Job Family field, search for and select Sales.



11. In the Valid Grades section toolbar, click Add Row.

12. In the Grade field, enter XX.

13. Select XX Sales Executive XX_SALESEXEC Common Set COMMON Common Set.

14. Click Next. Location: Create Job: Evaluation Criteria page

15. Since this job does not include evaluation criteria, click Next. Location: Create Job: Profiles page

16. Since this job does not include a profile, click Next. Location: Create Job: Review page

17. Review the details before submitting the job.

18. Click Submit. Location: Warning dialog box

19. Click Yes.

Location: Confirmation dialog box

20. Click OK.

Location: Manage Jobs page

At this point, you should have created the XX Sales Executive job.



Instructor Note: Activity Timing

The course was designed for you to facilitate learners doing the specified activity, at this point. Approximate Activity Timing: 5 minutes .



Activity 1 Introduction: Creating a Job

Background You have created a grade and grade rates for the Sales Executive position. Requirements

Use the bold text for the object names, replacing the XX with your student number, 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 job.



Activity 1: Creating a Job

In this activity, you create a new grade rate. 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 Enterprise Structures for Human Capital Management - Define Workforce Structures - Define Jobs and Positions

1. In the Manage Job task row, click Go to Task. Location: Manage Jobs page

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

Location: Create Job: Basic Details page

3. In the Name field, enter XX Sales Executive.

4. In the Code field, enter XX_SALESEXEC.

5. Click Next.

Location: Create Job: Job Details page

6. In the Full Time or Part Time field, select Full time.

7. In the Regular or Temporary section, select Regular.

8. In the Job Family field, search for and select Sales.

9. In the Valid Grades section toolbar, click Add Row.

10. In the Grade field, enter XX.

11. Select XX Sales Executive XX_SALESEXEC Common Set COMMON Common Set.



12. Click Next. Location: Create Job: Evaluation Criteria page

13. Since this job does not include evaluation criteria, click Next. Location: Create Job: Profiles page

14. Since this job does not include a profile, click Next. Location: Create Job: Review page

15. Review the details before submitting the job.

16. Click Submit. Location: Warning dialog box

17. Click Yes.

Location: Confirmation dialog box

18. Click OK.

Location: Manage Jobs page

19. Click Done.

Location: Implementation Project: XX Workforce Deployment page

20. In the Manage Job task row, click the Status icon button.

Location: Edit Status dialog box

21. In the Status field, select Completed.

22. Click Save and Close.

Location: Implementation Project: XX Workforce Deployment page

In this activity, you created the XX Sales Executive job.



Review Question 1

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 2. Assignment 3. Model profile 4. Grade



All Questions and Answers

1. 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? A. Model profile



Lesson Highlights

In this lesson, you should have learned how to:

Define jobs and job families



Lesson Highlight Details

Defining Jobs and Job Families Jobs are used without positions in industries where flexibility and organizational change are key features. You assign jobs to a set, and the job code must be unique within a set.



Technology

12 define jobs