BS

Friday, July 28, 2023

HCM-PL_Oracle Fusion Human Capital Management Training

 

 

 

 

 

 

Table of Contents

1       Tutorials for Beginners - HCM Training - Class 1 – 2:03:54  2

1.1        Implementation. 2

1.2        Geographies. 5

1.3        Define Enterprise Structures   (E-biz system) 10

1.3.1         Enterprise (1) 10

1.3.2         Enterprise Structure Configurator. 14

1.4        Establishing Job and Position Structure 1:00:00. 16

1.5        Enterprice Profile. 21

1.6        Workforce Structures. 21

1.7        Manage Business Units. 26

1.8        Location. 26

2       HCM Training - Class 2 – 2:27”  26

2.1        Role. 37

2.1.1         Creation. 37

2       OF-HCM Training - Class 3  39

3       OF-HCM Training - Class 4 - Payroll 39

4       OF-HCM Training - Class 5 - Payroll 39

5       OF-HCM Training - Class 6 - Payroll 39

6       OF-HCM Training - Class 7 - Payroll 39

7       OF-HCM Training - Class 8 - Payroll 39

8       OF HCM training - Absence Management Class 1  39

9       OF Absence Management Class 2  39

10         OF Absence Management Class 3  39

11         Oracle On Premise Vs Cloud Applications  39

12         OF HCM Architecture and Technologies Involved  39

13         My Notes  40

2.2        Setup : Workforce Deployment 40

 

1         Tutorials for Beginners - HCM Training - Class 1 – 2:03:54

https://www.youtube.com/watch?v=-HqnyueL4Zo&list=PLx0cDnFOH4Kz02h5bEB2ChjnLMX59OvUd&index=3

-          Map the requirement to the product

-          Ask the vendor right question

-          Implementation – Core HR

-          Full and full cloud – no on-premises

-          POD – Platform On Demand  - https://ecgg-test.fs.us2.oracle.com xxxxxx – test and prod will be provided by oracle

-          Employee user account or implementation user account

1.1       Implementation

-          How a opening screen comes as SCM Implementation ???

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-          Oracle logo will be replaced with company’s logo

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Setup and maintenance menu

Offerings = Modules

 

Core HR – Workforce Deployment  offerings

Talent Management - Workforce Development offerings

 

1.2       Geographies

-          Get key users list with details

-          Create super user

-          Talent Management – implementation user no need to do anything – only the employee  will do

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-          Geocoding = Longitude and Latitude which is important for sales implementation > sales people in implementation

o   Once clicked or enabled need to run a process “generate Geocode” – Default it is not enabled

-          Geography Structure – we can use existing or create new

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-          Hierarchy

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-          Validation Defined

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-          File-Based import process

1.3       Define Enterprise Structures   (E-biz system)

1.3.1        Enterprise (1)

1.3.1.1       Entity Types

1.3.1.1.1        Legal Entity – Company authorise to hire people and provide offer letter –

1.3.1.1.2        Business Unit

1.3.1.1.3        Departments

1.3.1.2       Example of structure

Division not used in HR but used in finance

Enterprise Structure Configurator tool – released in version 5 but not working

Cost Centre ???

1.3.2        Enterprise Structure Configurator

-          We can rollback if we use configurator – if we do manually not able to rollback

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1.4       Establishing Job and Position Structure 1:00:00

-          Work field – they provided more attributes and multiple segments

-          Create the jobs based on clients existence

-          Legal entity needs Legal addresses -

-          Setup : Workforce Deployment > Functional Areas = Legal Structures > Task = Manage Legal Addresses

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-          Setup : Workforce Deployment > Functional Areas = Legal Structures > Task = Manage Legal Entity

o   Generally we load this data hdl or fdl or spreadsheet

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o   Once we created Legal Entity we can not delete – just put end date

-          Setup : Workforce Deployment > Functional Areas = Legal Structures > Task = Manage Legal Entity Registrations

o   Just for reporting

-          Setup : Workforce Deployment > Functional Areas = Legal Structures > Task = Manage Legal Entity HCM Information

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-          2 Tier vs 3 Tier

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-          Employment Model > 2 Tier – Assignment Details tab only

-          3 Tier - – Assignment Details and one more tab – one employee can work multiple Legal entities

-          Best Practice is 2 Tier – Single contract – single assignment

-          We cannot move 2 Tier to 3 Tier – it will not allow

-          From 3 Tier to 2 Tier change is possible

-          If we need multiple assignment choose 2 Tier – Multiple Assignment model

-          Person Number is different than worker number – Worker number is not mandatory

-          Person ID is internal – cannot see in screen

-          Fast formula in fusion Person number not sometimes gives correct resule

-          Assignment Details Tab data copied from Legal Employer Tab

-          Position Synchronization

-          Legal Entity : Payroll Statutory Unit Tab

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-          Associated Legislative Data Group comes from Legal Entity Country

 

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1.5       Enterprice Profile

1.6       Workforce Structures

Person Number Generation Method is unique for all the enterprises or Legal entity

-          No formula – either automatic or manual

-          We can change automatic to manual at any time

-          Person number will be assigned for dependents also

-          If we choose manual, the dependent person number created automatically

-          Automatic will not have prefix – only number

-          Manual is not good practice – Automatic person number creation is good

-          Employee / user / Role

-          Get the screen from Kutty to document headings – add user

o  

-          Provide user name and pwd

-          Payroll Info – details in payroll training

1.7       Manage Business Units

1.8       Location

-          To get all the location in excel, go to Advanced > Name “is not blank”, code “is not blank” > search – then download

 

 

 

2         HCM Training - Class 2 – 2:27”

-          Organizer > Nivethetha Jeyabalan / Presenter > Gargi B

-          Saw Geography, Enterprise, Job, Position, Business Entity, Legal Entity,

-          Reference Data Set

o   Reference Data Set and Business Unit are linked

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From this chart, the business Units will be concatenate of Legal Entity + Business Function = “Sales UAE”, Marketing UAE, Sales Kuwait etc

Reference set = concatenet of Business Unit + Set ie “Sales UAE Set”, Marketing UAE Set etc

 

??? How to create Business Unit, Reference Data Set, Data Set – that should be available on that combo

Common Set is provided by Oracle by default.  Better we create our own Data set and reference set

Mapping > Business Group  1-1 Business Unit  1-1 Reference Data set

EBS = E-Business Suite

There is no common set in EBS

 

 

 

Job Profile, Job Evaluation

??? Integration between Ebs and Fusion – experience?

Work force Structure

 

??? Evaluation System 3rd party is

Job Profile = JD or description

 

This job profile goes to Job web application website.

 

 

??? Talent Management System

Taleo – fusions earlier ERP

Oracle Talent Acquisition Cloud (OTAC), also known as Taleo, has long been considered an industry leader in the Talent Acquisition market.

As a result of Adobe's Flash End of Life on December 31, 2020, Taleo Performance Management will also be End of Life on that date. Taleo Performance Management customers must migrate to an alternate Performance Management solution prior to December 31, 2020

 

The Oracle Talent Acquisition Cloud (OTAC) utilizes Flash for Recruiting Center. Customers utilizing this Flash-based user experience will be impacted by the end-of-life of Adobe Flash. It is important to understand that this end-of-life announcement of Adobe Flash does not impact the Career Section, Onboarding (Transitions), Oracle Sourcing, or Scheduling Center.

 

 

 

 

 

Manage Position

 

 

Position – if more frequently change the position, then between we stop with job level itself instead of creating positions

Flexfield – not working in chrom but working in Firefox                   

 

Manage Descriptive Flexfields

 

Position

Schedule Process – is related to flexifields?

 

 

For Position

-          Manage Actions

-          Mangae Actions reasons

All Action code start with PER_  is already exists or we create?

-          ???? How can we get all the actions available

-          End date is 31-Dec-4712

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2.1       Role

2.1.1        Creation

-          Account Administrator ID need to be deactivated

-          Implementation user ID can not do all the set up – employee id should be created

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-          Identity Manager access we need to be administrator or IT administrator

-          User Creation –

o   through Fusion front end

o   Bulk creation

-          OIM = Oracle Identity Manager

o   Used for helpdesk – change pwd, other info – reset the pwd for employees who requested

o   If any issue with Oracle automatically created userid or userid in login, we need to set right in OIM

o   Login Link and pwd will not be sent in the same mail

-          LDAP is used to sync OIL and fusion

-          Is Password managed by active directory?

-          Oracle Password policy force to change every 90 days

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2         OF-HCM Training - Class 3

3         OF-HCM Training - Class 4 - Payroll

4         OF-HCM Training - Class 5 - Payroll

5         OF-HCM Training - Class 6 - Payroll

6         OF-HCM Training - Class 7 - Payroll

7         OF-HCM Training - Class 8 - Payroll

8         OF HCM training - Absence Management Class 1

9         OF Absence Management Class 2

10    OF Absence Management Class 3

11    Oracle On Premise Vs Cloud Applications

12    OF HCM Architecture and Technologies Involved

13    My Notes

2.2       Setup : Workforce Deployment

https://docs.oracle.com/en/cloud/index.html > Cloud Applications > Fusion Application suite