Oracle Fusion HCM Bootcamp_Student Guide 1

Oracle Fusion HCM Bootcamp

Student Guide (1)

Welcome

• Housekeeping o Fire Alarm

o Facilities

o Timings, Breaks & Lunch

• Introductions o Name

o Previous experience e.g. PeopleSoft, EBS, etc.

o Any experience with Fusion HCM?

These materials are for use in this classroom only. Copying or distributing is strictly prohibited.

Course Overview/Timetable

• Day One – Monday 22nd April o Oracle Fusion Overview

o Security (Overview)

o Functional Setup Manager

o Custom Enterprise Scheduler Jobs

• Day Two – Tuesday 23rd April o Define Enterprise Structures

o Workforce Structures

o Define Grades, Jobs and Positions

• Day Three – Wednesday 24th April o Workforce Lifecycle

o Workforce Directories

o Profile Management


Course Overview /Timetable(cont’d)

• Day Four – Thursday 24th April o Security (Detail) o Data Security for HCM o Approval Management for HCM o Workforce Records

• Day Five – Friday 25th April o Flexfields o Define Checklists o Workforce Predictions o Composers o Wrap Up & Any Implementation Specific Questions

• Learning will be Supported by: o Discussion o Demonstrations o Hands On Practice


Course Overview (cont’d)

• Key to Symbols:

o Information

o Demonstration

o Oracle Fusion and Fusion HCM Concepts and Features

o Exercises


Oracle Fusion

• Unit 1: Oracle Fusion Overview

• Learning Outcome: o By the end of this unit you will have an understanding of:

• Oracle Fusion Applications

• Oracle Fusion HCM

• Oracle Fusion Deployment Options and Considerations


Oracle Fusion Applications

• Designed from the ground up, using the latest technology, e.g., Fusion Middleware, Web 2.0, Java, HTML 5, etc.

• Incorporating best practice gathered from research with thousands of customers

• Oracle Fusion Applications are based on a completely open, service-oriented enterprise applications

• Feature best-in-class user-interface designs and workflows that optimize usability and deliver business value

• 100% Open Standards

• Deliver continuous insight to decision makers with accurate self-service reporting and analysis against real-time information




• 100% Open Standards



Oracle Fusion Financial Management

General Ledger

Accounts Payable

Payments & Collections

Asset Management

Accounts Receivable

Cash & Expense Management

Common Modules KPIs, Dashboards, & Extensibility FW

Oracle Fusion Human Capital Management

Oracle Fusion Supply Chain Management

Product Master Data

Management

Distributed Order

Orchestration

Inventory Management

Global Order Promising

Cost Management

Shipping & Receiving

KPIs, Dashboards, & Extensibility FW

Oracle Fusion Project Portfolio Management

Project Costing

Project Billing

Project Control

Project Performance

Reporting

Project Integration Gateway

Project Contracts


Oracle Fusion CRM

Customer Master Sales Marketing

Incentive Compensation

Mobile & Outlook

Integration

Territory & Quota Mgmt


Financial Compliance

Issue & Risk Manager

Access Controls Transaction

Controls Configuration

Controls


Oracle Fusion GRC

Global Human Resources

Workforce Lifecycle

Management Benefits

Compensation Management

Talent Review Performance & Goal Mgmt

Global Payroll

Network @ Work

KPIs, Dashboards, & Extensibility

Oracle Fusion Procurement

Purchasing Self-service Procurement

Sourcing

Supplier Portal Spend &

Performance Analysis


Procurement Contracts

• Complete Modular Suite of Applications

Oracle Fusion Reporting & Analytics

• Reporting and Analysis Tools: o OBIA (Oracle Business Intelligence Applications):

• Same as today, purchase by analysis area

• OBIA currently covers these Oracle products: EBS, PeopleSoft, JD Edwards, Siebel, and more

• Existing OBIA customers can extend to Oracle Fusion Applications

• New Oracle Fusion Applications customers should implement OBIA in parallel

• Requires OBIEE (Oracle Business Intelligence Enterprise Edition) comprising a set of business intelligence tools and offerings

o OTBI (Oracle Transactional Business Intelligence)

• New with Oracle Fusion Applications

• Purchase by reporting area, aligned with Oracle Fusion Applications modules

• Requires OBIEE


Oracle Fusion Middleware


• The Platform:

Oracle Fusion Middleware

• Oracle Fusion Applications is standards-based, making it highly adaptable • This standards-based technology enables you to respond effectively to change

with flexible, modular, user-driven business software that is powered by best-in-class business capabilities built on open standards

• Its technology framework includes the following products: • Oracle WebCenter provides design time and runtime tools for building enterprise portals,

transactional websites, and social networking sites. • Oracle Business Intelligence 11g provides a full range of business intelligence capabilities that enable

you to analyze, present, report, and deliver organizational data. • Oracle Universal Content Management enables you to leverage document management, web

content management, digital asset management, and records retention functionality to build and complement your business applications.

• Oracle SOA Suite provides a complete set of service infrastructure components for designing, deploying, and managing service-oriented architecture (SOA) composite applications. Oracle SOA Suite enables services to be created, managed, and orchestrated into SOA composite applications.

• Oracle WebLogic Server is a scalable, enterprise-ready application server based on Java Enterprise Edition (Java EE).

• Oracle JDeveloper is an integrated development environment with end-to-end support for modeling, developing, debugging, optimizing, and deploying Java applications and web services.

• Oracle Enterprise Manager offers business-driven applications management, integrated application to disk management, integrated systems management, and support experience.

• Oracle Identity Management enables organizations to manage the end-to-end lifecycle of user identities and to secure access to enterprise resources and assets.




• Before Fusion, Enterprise application user experiences were: o Complex

o Transactional

o Fragmented

Oracle Fusion Home Page


Oracle Fusion Home Page

• The Oracle Fusion Applications suite uses a default starting page called the Oracle Fusion Home Page

• The Home Page is composed of a collection of tabs that appear based on the roles assigned to users. These tabs could include: o The Welcome Dashboard o A set of transaction dashboards o Business intelligence dashboards built with the OBIEE application o The Spaces tab (WebCenter)

• The Welcome dashboard is the first and default tab on the Oracle Fusion home page and could include these dashboard sections: o Watchlist: Presents a list of shortcuts to work areas through saved searches o Worklist: Presents application-generated human tasks (actionable and informational) managed by

workflows o People Connection: Lets users establish links to one another, to include internal persons (such as

fellow employees) and external persons (such as partners, resources), and to follow updates about each other

o Activity Stream: Displays the updates from and about a user's social network (which includes user entered updates through the Publisher task flow) and events automatically generated from Oracle Fusion Applications (such as who has connected to whom and changes to a business object)


Oracle Fusion UI Shell


Regional Area

Contextual

Area

Local Area

Global Area

Specific Tools

• Task List

• Quick Create

• Focused Search • Reports

• Activity Guides

• Transactions

• Information

• Actions

Contextual Info

• Analytics

• Summaries

• Derived or Computed Info

• Notes

Common Tools and Services

• Navigation • Tagging

• Search • Preferences & Personalization

Help

• Each page can be divided up into components

Oracle Fusion UI Shell

• Global Area o Spans the full width at the top of the user interface shell and is stable, consistent, and

persistent for all users

o Contains main navigational tools, access to help and administration tasks

• Regional Area o Is in the left pane of the user interface shell

o Contains the tasks, reports and search facilities relevant to the work area selected

• Local Area o This is the main transactional region of the work area

• Contextual Area o Is in the right pane of the user interface shell

o Provides additional information or analytics to support the transaction

o This information is optional and may contain predictive analytics or other tools


Oracle Fusion UI Pane



• Navigation Menus / Global Area Menus: o Favourites

• Bookmarked Oracle Fusion Applications pages for easy access

o Navigator

• Shows all of the application work areas to which a user has access based on the roles they have been provisioned

o Recent Items

• Application-generated shortcuts to recently visited pages

• This can be configured by session or period of time

o Tags

• Users can create free-format ‘tags’ which can be used in search facilities

o Spaces

• Provides an easy way for users to create their own ad hoc collaborative groups around a project



• Regional Panes

• Regional area panes can be expanded, or collapsed based on what you are likely to want to do when you navigate to a work area o Tasks

• The Tasks pane appears in the top position of the area. Use it to navigate to available task flows in a work area. See the following section on identifying tasks in the tasks pane. The Tasks pane is in the standard regional area pane in most applications

o Search

• The search functionality in the regional area is used to search for data relevant to the work area selected. For example, if in the person management work area the search will be for people

o Reports

• Use to access relevant reports and analytics for each individual work area. Application administrators and end users can add or remove reports and analytics from the pane



• Contextual Panes o The contextual area provides additional information relevant to the transaction within

the context of the work area. For example, in person management, manage absences, the contextual data may include details of absence accruals

o Analytics

• Use context-sensitive reference material for decision assistance

o Tools

• Provides additional tools to help user make decisions during the transaction


Oracle Fusion HCM

• Fully integrated modules for: o Core HR and Payroll

o Talent Management

o Workforce Analytics

o Absence Management

• Areas under development: o Absence Management - redesigned

o Time and Labour

• Not currently integrated: o Recruitment (Taleo)

o Learning Management (Taleo)


Oracle Fusion HCM


Fusion HCM Modules

• Workforce Deployment: The workforce deployment business process enables you to align resources and people with business objectives, and enter and maintain information related to people, employment, and work structures. The process also includes full service payroll offerings for core payroll and localizations. The workforce deployment business process is discussed in detail in the next slide

• Workforce Development: The workforce development business process enables you to evaluate and develop the workforce based on organizational goals and critical skill gaps

• Compensation Management: The compensation management business process enables you to strategically plan, allocate, and communicate compensation. The process also enables improved benefits support and analysis while reducing overall costs


Fusion HCM – Common Framework Modules

• Profile Management: Profile Management provides a framework for developing and managing talent profiles that meet your industry or organizational requirements. Profiles summarize the qualifications and skills of a person or a workforce structure such as a job or position

• Workforce Directory Management: Workforce Directory Management enables you to maintain a directory of employees, contingent workers, and nonworkers in the enterprise. Using the directory as a start point, you can update personal and employment information, and perform keyword and structured searches of the directory. Line managers access information about their direct and indirect reports in the line manager portraits of those workers and perform manager self-service actions. Workers access their own information on the My Portrait tab of the gallery and perform employee self-service actions. Administrators display messages to portrait users in selected portraits


Oracle Fusion Deployment Options


ON-PREMISE HYBRID CLOUD PRIVATE CLOUD PUBLIC CLOUD


• On Premise o Hardware, software licenses, and support that you bought and host at one or

more of your sites. You are responsible for monitoring, security, patching, and upgrades

• Private Cloud (also known as SaaS or Oracle On Demand) o Application and technology managed services that are offered for Oracle

software and hardware and are available internally, behind a firewall and are hosted over the Internet by Oracle or Oracle business partners that offer BPO solutions. Oracle provides:

• Management

• Monitoring

• Patching

• Security

• Upgrade services



• Public Cloud o Services are available to the general public and offered on a subscription

basis, with no requirements to buy additional licenses or support. The services are hosted over the Internet by Oracle or Oracle business partners that offer business process outsourcing (BPO) solutions

• Hybrid o You can choose to maintain your existing legacy applications on premise and

buy products that are hosted in private or public cloud, or any combination of these options


Security (Overview)

• Unit 2: Security (Overview)


• Role-Based Access Control

• Job Roles

• Duty Roles

• Privileges


Security (Overview)

• HCM Security is presented as a series of Building Blocks


Role Based Access Control

• Security in Oracle Fusion Applications is role-based, where roles control who can do what on which data: o Who denotes the user

o What is a function that users with the role can perform, or UI they can access

o Which Data is the set of data that users with this role can access when performing this function


Role Based Access Control

• Oracle Fusion Applications define four types of roles: o Abstract roles, defines a worker's role in the enterprise independently of the job that

they are hired to do. Predefined in Oracle Fusion HCM:

• Line manager

• Employee

• Contingent worker

o Job roles, a job role is a generic definition, e.g., Human Resource Administrator

o Duty roles, a duty role is a more granular role, e.g., New Hire Duty or Benefits Administrator. Duty roles inherit privileges

o Data roles, specifies a link between the datasets a user can access (Security Profiles) and their job roles. E.g., payroll administrator or human resource specialist can access specific data instances that users with the role need to access


Job Roles


• Job Role is a generic role, e.g., Human Resource Administrator

• Many job roles are predefined in Oracle Fusion Applications; you can also create job roles if necessary

• In HCM, Job Roles are not assigned directly to users. Instead, you include job roles in HCM data roles, and assign those data roles to users

Duty Roles


• Duty roles are specific roles within an abstract or job role

• 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

• 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

Data Roles


• Data Roles link the user’s job role to a set of security profiles

• All data roles are defined locally and assigned directly to users

HCM Security Profiles


• HCM security profiles are an Oracle Fusion HCM feature; they are not used by other Oracle Fusion Applications

• A security profile identifies a set of data of a single type, such as persons or organizations. For example, you could create security profiles to identify: o All workers in department HCM US

o The legal employer InFusion Corp USA1

o Business units USA1 and USA2

• You assign security profiles to data roles to identify the data instances that users with those abstract or job roles can access

Privileges

• Oracle Identity Management (OIM) manages user access to Oracle Fusion Applications

• OIM also stores the definitions of job, abstract, and data roles, and holds information about roles provisioned to users

• You use OIM to: o Create implementation users and provision roles to them

o Manage job roles

o Manage role hierarchies (excluding duty roles)

• Oracle Fusion Authorization Policy Manager (APM) is used to: o View full role hierarchies

o Manage the inheritance of duty-role hierarchies by job and abstract roles

o Manage duty-role hierarchies

o Manage privileges and policies


Privileges


(APM) Authorization Policy Manager

Oracle Identity Manager (OIM)

Functional Setup Manager

• Unit 3: Functional Setup Manager


• Application Implementation Lifecycle

• Planning an Implementation

• Configuring Offerings

• Generating Setup Task Lists

• Assigning Tasks to Users

• Maintaining Setup Data: Using Implementation Projects

• Export/Import


Implementation Users



• Functional Setup Manager (FSM) is new to the Fusion Applications Suite, and used for implementing all Fusion Applications

• FSM provides an end-to-end guided process for managing functional setup throughout the entire implementation lifecycle, it allows you to: o Understand implementation requirements and plan accordingly o Configure applications to match your business needs o Get complete visibility to setup requirements through guided, sequential task lists. Each step builds

upon the decisions you make in previous steps o Enter setup data through easy-to-use interfaces available directly from the task lists o Export and import to rapid-start functional setup at different instances o Validate setup by reviewing setup data reports

• Primary Users of FSM are: o Application Implementation Manager (Enterprise Role) o Application Implementation Consultants (Enterprise Role) o Functional Users , i.e, SMEs (Enterprise Role) o System Administrators o Application Developers


Application Implementation Lifecycle


Application Implementation Lifecycle

• PLAN : o Analyse implementation requirements, design setup and plan overall implementation

using the Getting Started page

• CONFIGURE : o Choose offerings, options and features to match your business requirements using

Configure Offerings

• IMPLEMENT : o Generate setup tasks using Manage Implementation Projects. Enter setup data using

assigned Implementation Tasks

• EXPORT / IMPORT : o Export and import setup steps from one Oracle Fusion Application instance to another

using Manage Configuration Packages

• MAINTAIN : o Maintain setup over time by searching and performing tasks in All Tasks


Offerings

Oracle Fusion Offerings are:


• Application solution sets

• Represent one or more business processes or sub- processes that have been installed

• Primary drivers of the functional setup of Fusion Applications o E.g. Workforce Deployment

Setup and Maintenance > Getting Started

Offering Options & Features


• Offering Options, generally include: o Core functionality

o Optional modules (or options)

o Workforce Deployment has options such as:

• Payroll

• Absence Management

• HR Business Intelligence Analytics

• Offering Features, are: o Alternative business rules or processes

o Selected based on business requirements

o Workforce Deployment has features such as:

• Enterprise Structures Guided Flow

• Governance Risk and Compliance

• Local Installation of Help

• Maintain Common Reference Objects

Offering Options & Features

• Offering Options & Features o Displayed in multi level hierarchy to make selection easier

• FSM Dynamically creates an implementation project task List based on the Offering, Options and Features selected


Offering Reports

Setup and Maintenance > Getting Started >


A set of standard reports which are available to assist with analysing and planning an implementation:

• Offering Content Guide

• Associated Features

• Setup Task Lists and Tasks

• Related Business Objects

• Related Enterprise Applications

Easy Navigation to Any Phase



Enterprise Roles and Implementation

Phases

ROLE : Application Implementation Manager



Phases

ROLE : Functional User (i.e. SMEs)



Phases

ROLE : Application Implementation Consultant

Demonstration

• Demonstrate how to: o Create an Implementation Project

o Choose Offerings & Features

o Assign Implementation Tasks


Student Activity

Complete Activity 1.1: Create an Implementation Project in

Fusion HCM Student Guide (1)


Activity 1.1: Implementation Project OBJECTIVE : In this activity you are going to create an Implementation Project, Select the Offerings to Implement and Assign Tasks to Yourself

NOTES : Use prefix of XX, where XX is your Student Number.

1. Start Here > Home work area, Welcome tab (default after sign in)

2. In the global area Administration menu, click Setup and Maintenance. Location: Setup and Maintenance work area, Overview page, All Tasks tab

3. In the Tasks pane, click Manage Implementation Projects. Location: Manage Implementation Projects page

4. In the Search Results region, click the Create graphic. Location: Create Implementation Projects, Enter Basic Information page

5. In the Name field, enter XX Workforce Deployment

6. Press Tab

7. Confirm that the project is automatically assigned to Your.User.ID

8. Click Next. Location : Create Implementation Project: Select Offerings to Implement

9. In the Workforce Deployment row select Include

10. Click Save and Open Project. Location : Implementation Project: XX Workforce Deployment page

11. Expand Workforce Deployment

12. Expand Define Common Applications Configuration for Human Capital Management


Activity 1.1: Implementation Project At this point you should have created and saved the XX Workforce Deployment project which was automatically assigned to Your.User.ID

Start Here : Implementation Project: XX Workforce Deployment page

13. Select Workforce Deployment

14. Click Assign Tasks. Location: Assign Tasks dialog box

15. Click the Select and Add graphic. Location: Select and Add: Users dialog box

16. In the User ID field, enter Your.User.ID

17. Press Enter

18. Select Your.User.ID

19. Click Apply

20. Click Done. Location : Assign Tasks dialog box

21. Click Save and Close. Location : Implementation Project: XX Workforce Deployment page

22. Click Done. Location : Setup and Maintenance work area, Overview page

23. Click the Assigned Implementation Tasks tab. Location : Assigned Implementation Tasks tab

24. In the Tasks List column, click Sort Ascending

25. Click the All Tasks tab. Location : All Tasks tab

26. Click the Implementation Projects tab. Location: Implementation Projects tab

27. Click XX Workforce Deployment

At this point you should have assigned to yourself all of the assigned tasks for your project.


Maintaining Setup Data

• When setup data of an existing implementation requires modification that involves significant numbers of tasks and task lists or has high risk implication in many parts of an application, maintaining those setup changes through implementation projects is advisable


Demonstration

• Demonstrate how to Maintain Setup Data by: o Updating the Status of a Task

o Adding Notes to a Task


Export / Import

• Implementation projects are also the foundation for identifying what setup data will be exported and imported from one instance to another


Demonstration

• Demonstrate how to : o Identify and Select Objects to Export

o Run the Create Export Process Definition

o Retrieve the Exported objects file


Custom Enterprise Scheduler

• Unit 4: Custom Enterprise Scheduler Jobs


• Enterprise Scheduler Job

• Manage Job Definitions


Enterprise Job Scheduler

• An executable job that a user can run or schedule to process data

• Several predefined jobs exist in Oracle Fusion Applications, e.g. Maintaining Person Keywords: o 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. The size of your enterprise and the likely volume and frequency of changes to person records will determine how often you run this process and when; to ensure performance is not impacted

• The key concepts of Enterprise Job Scheduler are: o Process or Scheduled Process: A unique submission or run of a job

o Job Definition: The metadata for the job that allows it to be run

o Parameters: Filters that users can set when they submit a process


Manage Job Definitions

• You can optionally update aspects of these custom jobs, including: o Editing job display names, for example to use terms that are more familiar to your users.

o Editing parameter display names, using the Prompt field.

o 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: o 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

o Oracle Enterprise Manager Fusion Applications Control


Summary

• Summary, topics covered today: o Oracle Fusion Overview

o Security (Overview)

o Functional Setup Manager

o Custom Enterprise Scheduler Jobs

• Tomorrow, Day Two – Tuesday 23rd April o Define Enterprise Structures

o Define Workforce Structures

o Define Grades, Jobs and Positions


Oracle Fusion HCM Bootcamp_Student Guide 1

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