Oracle Talent Management Cloud Getting Started with Your ...

OracleTalent Management CloudGetting Started with YourImplementation

Release 9

Oracle® Talent Management Cloud Getting Started with Your Implementation

Part Number E53140-01

Copyright © 2011-2014, Oracle and/or its affiliates. All rights reserved.

Authors: Richard D Kellam, Megan Wallace, Tina Brand, Essan Ni Jirman

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Oracle Talent Management CloudGetting Started with Your Implementation

Contents

Preface i

1 Oracle Talent Management Cloud Introduction 1About This Guide ...................................................................................................................................................... 1

Talent Management Deployment Options: Overview ................................................................................................. 1

Oracle Talent Management Cloud Service: Overview ................................................................................................ 2

Application Page Components and Analytics: Overview ............................................................................................ 3

Working with Your System Integrator: Overview ........................................................................................................ 4

2 Oracle Cloud: Get Started 5Purchasing and Activating Oracle Cloud Application Services: Highlights .................................................................. 5

Security in Oracle Cloud Application Services: Highlights .......................................................................................... 6

Signing in and Accessing Setup Tasks: Procedure ................................................................................................... 6

Generating the Setup Task List for HCM: Procedure ................................................................................................ 7

3 Oracle Talent Management Cloud Implementation 10Implementing Human Resources for Talent Management Cloud: Explained ............................................................. 10

Implementing Profile Management: Procedure ........................................................................................................ 13

Implementing Goal Management: Procedure .......................................................................................................... 16

Implementing Performance Management: Procedure .............................................................................................. 18

Implementing Talent Review: Procedure ................................................................................................................. 22

Implementing Succession Management: Procedure ................................................................................................ 23

Implementing Recruiting and Onboarding: Overview ............................................................................................... 24

Implementing Learn: Overview ................................................................................................................................ 24

4 Application Users 25Defining Application Users for Oracle Talent Management Cloud Service: Explained ................................................ 25

5 Talent Management Work Areas and User Roles 28Talent Management Work Areas: Explained ............................................................................................................ 28


6 Data Upload 29Uploading Data for Oracle Talent Management Cloud Service: Explained ................................................................ 29


Preface

i

PrefaceThis Preface introduces information sources available to help you use Oracle Applications.

Oracle Applications HelpUse the help icon to access Oracle Applications Help in the application.

Note

If you don't see any help icons on your page, click the Show Help button in the global area. Not all pages havehelp icons.

You can also access Oracle Applications Help at https://fusionhelp.oracle.com/.

Oracle Applications GuidesTo find other guides for Oracle Applications, go to:

• Oracle Applications Help, and select Documentation Library from the Navigator menu.

• Oracle Help Center at http://docs.oracle.com/

Other Information Sources

My Oracle SupportOracle customers have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if youare hearing impaired.

Oracle Enterprise Repository for Oracle Fusion ApplicationsOracle Enterprise Repository for Oracle Fusion Applications (http://fusionappsoer.oracle.com) provides details on assets (suchas services, integration tables, and composites) to help you manage the lifecycle of your software.

Documentation AccessibilityFor information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.

Comments and SuggestionsPlease give us feedback about Oracle Applications Help and guides! - Send e-mail to:[email protected]. - Click your user name in the global area of Oracle Applications Help,and select Send Feedback to Oracle.

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Chapter 1Oracle Talent Management Cloud Introduction

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1 Oracle Talent Management Cloud Introduction

About This GuideThis document provides a high-level introduction to some best practices for implementations of Oracle Talent ManagementCloud Service.

WarningThis guide covers the basic requirements needed to create an implementation project. The tasks presented in thisdocument are intended for a quick introduction or pilot implementation. This document does not include all setupand security tasks that are appropriate for a complete implementation.

References to related help accompany each of the steps. The help is available from Oracle Fusion Applications Help or fromthe Oracle Cloud Documentation Library, unless specified otherwise.

Talent Management Deployment Options: OverviewThe following deployment options are offered:

• Public Cloud - Services are available to the general public and offered on a subscription basis, with no requirementsto buy additional licenses or support. The services are hosted over the Internet by Oracle or Oracle business partnersthat offer business process outsourcing (BPO) solutions.



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• Private Cloud - Application- and technology-managed services that are offered for Oracle software and hardwareand are available internally, behind a firewall and are hosted over the Internet by Oracle or Oracle business partnersthat offer BPO solutions. Oracle provides management, monitoring, patching, security, and upgrade services.

• On Premises - Hardware, software licenses, and support that you buy and host at one or more of your sites. You areresponsible for monitoring, security, patching, and upgrades.

• Hybrid - You can choose to maintain your existing legacy applications on premise and buy products that are hostedin private or public cloud, or any combination of these options.

Oracle Talent Management Cloud Service: OverviewOracle Talent Management Cloud Service delivers a complete Talent Management solution that includes profile management,performance management, goal management, talent review, succession management, recruiting and onboarding, and



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learning. This solution helps drive improved workforce production, development, and retention with integrated enterprisesocial networking tools, business intelligence, and mobile data access.

Application Page Components and Analytics:OverviewApplication pages contain some or all of the following standard sections:

• Navigation tools in the global area at the top of the page

• Task and search panes in the regional area on the left side of the page

• Analytics and Tools panes in the contextual area at the right side of the page

• Transactions area, where most work is conducted, in the center of the page



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In addition to embedded analytics, you may have access to dashboards with additional analytics as well as the Reports andAnalytics work area where you can access or create further analyses.

Embedded AnalyticsEmbedded analytics enable actionable insight by providing access to information or data which will help complete atransaction.

Real-Time ReportingReal-time reporting accesses relevant reports and analytics for each individual work area. Predefined analyses are available,but you can also create and edit analyses from the Reports and Analytics pane or work area. Optionally, access the OracleBusiness Intelligence (BI) Enterprise Edition through the Reports and Analytics pane. New objects and changes to existingobjects that you make in Oracle BI Enterprise Edition are reflected and available from Oracle HCM Cloud Service.

Interactive DashboardsInteractive dashboards provide:

• Information summaries that show a view of the big picture as well as prioritization

• Information monitoring that offers quick action and further exploration

The main dashboard within Oracle HCM Cloud Service is the Welcome dashboard, which is a collection of dashboards. Twoother types of dashboards are also available:

• Transaction dashboards which contain content that is core to one or more business processes

• Business intelligence (BI) dashboards which contain content that is complementary to one or more businessprocesses

Working with Your System Integrator: OverviewAfter you determine the offerings you want to implement, you should implement Oracle Fusion Global Human Resources firstto ensure dependencies with other offerings are met.

Your system integrator uses his or her implementation expertise to help you with a smooth transition to the Oracle HCMCloud Service, and can use Rapid Start procedures to help you achieve a successful implementation in the fastest timepossible.

NoteIf you plan to continue using an Oracle Applications Unlimited HR application in coexistence with Oracle HCMCloud Service, you will not follow this order of implementation. Contact your system integrator to determine theorder to implement your offerings.


Chapter 2Oracle Cloud: Get Started

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2 Oracle Cloud: Get Started

Purchasing and Activating Oracle Cloud ApplicationServices: HighlightsPurchase and activate Oracle Cloud Application Services from the Oracle Cloud web site, https://cloud.oracle.com.

The whole process involves:

• Requesting and activating trial subscriptions.

• Purchasing and activating your services.

• Verifying that the services are activated, monitoring the services, and performing other administrative tasks.

Purchasing and activating any Oracle Cloud service is described in the Oracle Cloud Getting Started with Oracle Clouddocument. All of the following references in this section point to that document.

NoteNot everything in that document is relevant to Oracle Cloud Application Services, for example details about OracleJava Cloud Service and Oracle Database Cloud Service.

Terminology and User Roles• Before you proceed, you should understand terms that are used in documentation about Oracle Cloud.

See: Oracle Cloud Terminology

• You should also be familiar with roles for users of the Oracle Cloud web site or of the actual service.

See: Oracle Cloud User Roles and Privileges

Requesting and Activating Trial Subscriptions• Oracle Cloud Application Services are available through free trial subscriptions. After you request trial subscriptions,

you activate, monitor, and manage the services for use before purchase.

See: Overview of Getting a Trial Subscription

Purchasing and Activating Services• Your buyer or an Oracle sales representative orders a cloud service and specifies information about the account

administrator during the ordering process.

See: Ordering an Oracle Cloud Service

• The account administrator receives an e-mail with a link to activate the service. As part of activation, the accountadministrator provides information about the administrator who performs the functions of both the serviceadministrator and the identity domain administrator.

See: Activating Your Order for an Oracle Cloud Service



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Next Steps• The administrator who was identified during the activation process:

◦ Verifies that the service is activated.

See: Verifying a Service Is Up and Running

◦ Manages and monitors the service.

See: Using My Account to Activate and Monitor Oracle Cloud Services

See: Using My Services to Monitor and Administer Oracle Cloud Services

◦ Optionally creates initial administrator and implementation users before enterprise structures setup.

See: Define Implementation Users Tasks: Points to Consider

• Alternatively, the administrator sets up enterprise structures and then creates service users, includingfunctional implementors.

• Functional implementors perform configuration and setup steps.

• Developers can add custom features and extend the application.

Security in Oracle Cloud Application Services:HighlightsSecurity in Oracle Cloud Application Services includes performing many of the same tasks as an on premise Oracle FusionApplications deployment, such as ongoing user administration and managing roles and security policies. However, theexperience of getting started and managing initial users is slightly different.

Aspects of security that are specific to Oracle Cloud Application Services include the following:

• Initial environment

• Sign-in process

• Initial user administration

• Infrastructure

Additional Information• For complete information on security in Oracle Cloud Application Services, refer to the Securing Oracle HCM Cloud

guide. See the Implementation Users chapter.

Signing in and Accessing Setup Tasks: ProcedureOracle provides one user account and password for signing in to Oracle Applications Cloud services. This is the serviceadministrator account.

Before your enterprise has generated task lists, implementors and application users can access setup tasks by searching forthe task in the Setup and Maintenance Overview page. After task lists have been generated, users can access their assignedtasks or the task lists for the offerings included in their project. For example, the Define Common Applications Configurationtask list for each offering includes the Define Implementation Users tasks.



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The following procedure assumes that the administrator has not yet configured an offering and set up task lists.

1. Access your Oracle Cloud Application Services by using the universal resource locator (URL) link provided byOracle.

2. Sign in using the administrator user account and password provided by Oracle based on your activation request.Initial sign-in prompts you to reset your password.

3. Access tasks as follows:

a. Go to Navigator > more... > Tools > Setup and Maintenance.

b. On the Overview page, click the All Tasks tab.

c. Search for the task by entering the name in the Search field.

d. Click Search.

e. In the search results, perform the task by clicking its Go to Task icon.

Related Topics

• Define Implementation Users Tasks: Points to Consider

• Creating Data Roles for Implementation Users: Procedure

Generating the Setup Task List for HCM: ProcedureTo start an implementation of Oracle HCM Cloud Service, a user with the application implementation consultant role selectsan offering to implement and generates the setup tasks needed to implement it. The Service Administrator creates this user.Instructions for how to create this user are included in the post-provisioning notification.

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Generating the Setup Task ListThis figure illustrates the offering in which each HCM feature is located.

The following procedure identifies how to generate the setup tasks. The documentation in this list is in the Oracle ApplicationsCloud Using Functional Setup Manager guide.

1. Sign in to Oracle Cloud Services.

◦ Using the Oracle Cloud Services URL, sign in to Oracle Cloud Services as a user with the applicationimplementation consultant role.

The Welcome page appears.

2. Go to the Setup and Maintenance work area.

◦ Select Setup and Maintenance under the Tools category in the Navigator to go to the Setup andMaintenance work area.

◦ See: Overview chapter - Manage Application Implementation: Overview

3. Browse offerings on the Getting Started page.

◦ On the Getting Started with Oracle Fusion Applications page, view all Oracle Fusion Applications offerings.

◦ See: Gathering Your Implementation Requirements chapter

4. Analyze implementation requirements of the offerings.

◦ Drill down on the Oracle HCM offering of your choice to view a description, documents, and reports related tothe offering on the Documents page.



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◦ See: Gathering Your Implementation Requirements chapter - Offerings Explained

5. Configure offerings.

◦ On the Configure Offerings page, configure the offerings of your choice to fit your business requirements.

Expand any offering to find its optional offerings, called Optional Functional Areas. Select all that apply to yourorganization.

Use the Select Feature Choices page to review optional or alternative business processes. Select all that applyto your enterprise. If you select the Payroll functional area, you must select the appropriate countries as featurechoices.

NoteTo use the Enterprise Structures Configurator to set up your basic enterprise structures, you mustselect the Enterprise Structures Guided Flow feature on the Configure Offerings page. It is selectedby default.

◦ See: Gathering Your Implementation Requirements chapter

• What's a Functional Area?

• Feature Choices: Explained

6. Generate setup tasks.

◦ Create a new implementation project on the Manage Implementation Projects page to generate setup tasks fora selected offering.

◦ Managing an Application Implementation chapter

7. Review the generated setup task list.

◦ The task list includes the tasks that are relevant to the offerings and optional functional areas that you selected.The most common requirements across all offerings are listed first. Next, the common tasks across productfamilies are shown. Next are common tasks across product offerings. Tasks that are specific to productfunctionality are listed last.

You can expand the task lists to see the tasks that they contain.

◦ See: Managing an Application Implementation chapter - Implementation Project Task Lists: Explained


Chapter 3Oracle Talent Management Cloud Implementation

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3 Oracle Talent Management CloudImplementation

Implementing Human Resources for TalentManagement Cloud: ExplainedThe workforce deployment business process enables organizations to maximize employee value, manage individual and teamcontributions, and adhere to statutory, union, and organization labor requirements.

The enterprise structures interview process guides you through a series of questions and prompts you for information abouthow your business is organized. This interview enables you to create the divisions, legal entities, departments, business unitsand reference data sets within the scope of your enterprise. The actual organization entities are not created until you load theconfiguration.



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Setting Up Basic Enterprise Structures with the Enterprise StructuresConfiguratorThe tasks in the following list relate to setup of the basic enterprise structures; these are the structures that need to existbefore you can create application users. Most of these tasks appear in the setup task list that was generated in the Setupand Maintenance work area; however, in your task list the tasks may be interspersed with other tasks that do not need to beperformed before you can create application users.

For setting up Human Resources, each task is performed by the Application Implementation Consultant, unless specifieddifferently. All documentation references are from the Oracle Talent Management Cloud Implementing Talent ManagementBase guide unless specified differently.

1. Assign implementation tasks to users.

◦ Performer: Application Implementation Manager

◦ On the Manage Implementation Projects page, assign tasks related to the setup of enterprise structures toimplementation users who have the Application Implementation Consultant job role.

◦ See: Managing an Application Implementation chapter, Oracle Applications Cloud Using Functional SetupManager guide

2. Sign in as the assigned user and find your assigned tasks.

◦ Sign in using the Oracle Fusion Applications URL and the user account and password associated with yourimplementation user role.

Navigate to the Assigned Implementation Tasks tab to find assigned tasks.

3. Load geographies.

◦ Geography information is used in Oracle Fusion Applications for address entry and geography-based businessprocesses, for example, territory management and shipping.

You may have been given a geographies file to load. Alternatively, Vertex files may be available.

◦ See: Geographies for HCM chapter

• Importing Geographies: Explained

• Importing Geographies Using File-Based Data Import: Worked Example

4. Manage geographies.

◦ Perform the task Manage Geographies to enable the list of values for address fields in user interfaces.

◦ See: Geographies for HCM chapter

• Geography Validation: Explained

• Managing Geography Structures, Hierarchies, and Validation: Worked Example



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5. Establish enterprise structures.

◦ Perform the task Establish Enterprise Structures to determine the high-level structures of the enterprise usingan interview style process.

◦ See: Enterprise Structures: Initial Configuration chapter

• Configuration Workbench: Explained

• Establishing Enterprise Structures Using the Enterprise Structures Configurator: Explained

• Designing an Enterprise Configuration: Example

6. Establish job and position structures.

◦ Perform the task Establish Job and Position Structures to determine an approach for jobs or jobs and positionsthat match your operational needs for workforce deployment, management reporting, and approvals.



• Jobs and Positions: Critical Choices

7. Review enterprise configuration.

◦ Perform the task Review Enterprise Configuration to review a high-level functional summary, as well as adetailed technical inventory of all objects that will be created. There is an additional option to print a hard copyof the information.



8. Load enterprise configuration.

◦ Perform the task Load Enterprise Configuration to generate the structures for your enterprise and workforcedeployment. This process creates the physical entities you define in the enterprise, and jobs and positionsinterviews.





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Implementing Profile Management: ProcedureAn additional feature within the Human Resources implementation is Oracle Fusion Profile Management. Profile Managementprovides a framework for developing and managing talent profiles that meet your industry or organizational requirements.

Setting Up Profile ManagementThe tasks in the following list relate to the setup of profile management. These are the basic steps for setup. Most of thesetasks appear in the setup task list that was generated in the Setup and Maintenance work area; however, in your task list thetasks may be interspersed with other tasks that do not need to be performed before you can use profile management.



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For setting up Profile Management, each task is performed by the Application Implementation Consultant. All documentationreferences are from the Oracle Global Human Resources Cloud Implementing Global Human Resources guide, WorkforceProfiles chapter.

1. Manage content subscribers.

◦ Perform the task Manage Content Subscribers to review and create subscriber codes for applications that usethe content library and the specified content types for each application.

◦ See:

• Oracle Fusion Profile Management Components: How They Work Together

2. Manage profile rating models.

◦ Perform the task Manage Profile Rating Models to create and update models for rating the performance,potential, and proficiency level of workers.

◦ See:


• Rating Models: Explained

3. Manage educational establishments.

◦ Perform the task Manage Educational Establishments to create and update a list of educational establishmentsthat your workers have attended.

◦ See:


4. Manage profile content types.

◦ Perform the task Manage Profile Content Types to create and update the different types of information to trackin profiles.

◦ See:

• Content Types: Explained

• Creating Content Types and Content Items: Worked Example

5. Manage profile content items.

◦ Perform the task Manage Profile Content Items to create and update items for content types.

◦ See:

• Content Types: Explained

• Creating Content Types and Content Items: Worked Example



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6. Manage instance qualifiers.

◦ Perform the task Manage Instance Qualifiers to create and update the qualifiers that identify uniqueoccurrences of the same profile item.

◦ See:

• Instance Qualifier Sets: Explained

7. Manage profile types.

◦ Perform the task Manage Profile Types to create and update templates for creating person and job profiles.

◦ See:

• Profile Types: Explained



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Implementing Goal Management: ProcedureIn Goal Management, you can grow your organization's talent by creating development goals and capture the growth andcareer aspirations of the entire workforce.

Setting Up Goal ManagementThe tasks in the following list relate to the setup of goal management. These are the basic steps for setup. Most of thesetasks appear in the setup task list that was generated in the Setup and Maintenance work area; however, in your task list thetasks may be interspersed with other tasks that do not need to be performed before you can use goal management.



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For setting up Goal Management, each task is performed by the Application Implementation Consultant. All documentationreferences are from the Oracle Talent Management Cloud Implementing Goal Management guide.

1. Manage worker goal setting profile option values.

◦ Perform the task Manage Worker Goal Setting Profile Option Values to define profile option settings and valuesto control behavior for goal management.

◦ See: Profile Options chapter

• Oracle Fusion Goal Management Profile Options

2. Manage goal library.

◦ Perform the task Manage Goal Library to create and update goals in a central library so that they are availablefor use in goal plans, performance documents, talent reviews, and talent pools.

◦ See: Overview and Integrations and Goal Library chapters

• Goals: How They Work with Profiles

• Goal Library: Explained

3. Manage goal plans.

◦ Perform the task Manage Goal Plans to manage and update goal plans.

◦ See: Goal Plans chapter

• Goal Management: Explained

• Goal Plans: Explained

• Creating Goal Plans: Points to Consider

4. Manage goal eligibility profiles.

◦ Perform the task Manage Goal Eligibility Profiles to restrict goals to individuals.

◦ See: Overview and Integrations chapter

• Goal Management: Explained

• Goals: How They Work with Profiles



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Implementing Performance Management: ProcedureIn Performance Management, you create performance documents to evaluate workers on their competencies andperformance goals.

Setting Up Performance ManagementThe tasks in the following list relate to the setup of the performance management offering. These are the basic steps forsetup. Most of these tasks appear in the setup task list that was generated in the Setup and Maintenance work area;however, in your task list the tasks may be interspersed with other tasks that do not need to be performed before you canuse Performance Management.



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For setting up Performance Management, each task is performed by the Application Implementation Consultant. Alldocumentation references are from the Oracle Talent Management Cloud Implementing Performance Management guide.

1. Manage performance roles.

◦ Perform the task Manage Performance Roles to define roles to expand the scope of the performanceevaluations to include feedback from participants other than the worker and the worker's manager.

◦ See: Performance Roles chapter

• Participant Feedback: Explained

• Performance Roles: Explained

2. Manage eligibility profiles.

◦ Perform the task Manage Eligibility Profiles to create and update combinations of criteria to determine eligibilityfor performance documents.

◦ See: Eligibility Profiles chapter

• Using Eligibility Profiles with Performance Documents: Explained

• Using Eligibility Profiles with Performance Documents: Examples

3. Manage process flow definitions.

◦ Perform the task Manage Process Flow Definitions to create process flows for performance evaluations todetermine which tasks to include, and the order the tasks are performed.

◦ See:

• Performance Process Flow Setup: Points to Consider

• Performance Process Flows: Examples

4. Manage sections.

◦ Perform the task Manage Sections to create the sections to include in the performance document template.

◦ See: Performance Process Flows chapter

• Performance Template Section: Critical Choices

5. Manage performance document types.

◦ Perform the task Manage Performance Document Types to create performance document types todifferentiate types of performance evaluations, such as annual or project-specific.

◦ See: Overview and Integrations chapter

• Performance Document Components: How They Work Together



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6. Manage questions.

◦ Perform the task Manage Questions to create questions and format question types to use in questionnaires.

◦ See: Questionnaires, Performance Roles, and Performance Process Flows chapters

• Questionnaire Question and Response Types: Explained



7. Manage questionnaire templates.

◦ Perform the task Manage Questionnaire Templates to define questionnaire templates from which to createquestionnaires to use to solicit feedback.


• Questionnaire Templates: Explained



8. Manage questionnaires.

◦ Perform the task Manage Questionnaires to define questionnaires to determine the layout, and add questionsand sections to use to solicit performance feedback.


• Questionnaires: Explained

• Creating a Questionnaire: Procedure



9. Manage performance templates.

◦ Perform the task Manage Performance Templates to create templates for performance documents, includingthe structure, processing rules, content, and periods.

◦ See: Performance Templates chapter

• Setting Up the Performance Template: Critical Choices

• Defining Processing Roles for Performance Template Sections: Points to Consider

• Associating Eligibility Profiles with Performance Templates: Points to Consider



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• Creating a Performance Template: Worked Example

10. Manage target ratings distribution.

◦ Perform the task Manage Target Ratings Distribution to define the target distribution of performance ratings tocompare the desired and actual ratings distributions.

◦ See: Target Ratings Distribution and Performance and Potential Box Chart Labels chapters

• Rating Model Distributions: Explained

• Performance and Potential Box Chart: Explained

11. Manage eligibility batch process.

◦ Perform the task Manage Eligibility Batch Process to determine which performance documents a population ofworkers is eligible to use for their performance evaluation.

◦ See: Eligibility Batch Process chapter

• Performance Document Eligibility Batch Process: Explained



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Implementing Talent Review: ProcedureTalent Review is centered on one or more talent review meetings intended to evaluate organizational trends, assessstrengths, and address areas of risk for an entire organization.

Setting Up Talent ReviewThe tasks in the following list relate to the setup of the talent review offering. These are the basic steps for setup. Most ofthese tasks appear in the setup task list that was generated in the Setup and Maintenance work area; however, in your tasklist the tasks may be interspersed with other tasks that do not need to be performed before you can create a talent review.



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For setting up Talent Review, each task is performed by the Application Implementation Consultant. All documentationreferences are from the Oracle Talent Management Cloud Implementing Talent Review and Succession Management guide.

1. Manage talent review notifications.

◦ Perform the task Manage Talent Review Notifications to enable or disable talent review notifications.

◦ See:

• Talent Review Life Cycle: Explained

• Talent Reviews: How They Work with Profiles, Goals, Performance Documents, and Compensation

2. Configure talent review dashboard options.

◦ Perform the task Configure Talent Review Dashboard Options to configure the options for the talent reviewmeeting component, including the dimensions and visual attributes of the box chart analytic.

◦ See:

• Talent Review Template: Explained

• Selecting Box Chart Matrix Options for the Talent Review Template: Critical Choices

• Talent Review Data Options: Points to Consider

3. Manage talent review note types.

◦ Perform the task Manage Talent Review Lookups for HRT_NOTES_TYPE to categorize review notes for futurereference.

◦ See:

• Talent Review Notes: Explained

Implementing Succession Management: ProcedureIn Succession Management, you create succession plans to determine who will eventually replace personnel currently in keypositions, and create talent pools to track and manage employee development.

Setting Up Succession ManagementThe task in the following list relates to the setup of the succession management offering. This is the basic step for setup. Thetask appears in the setup task list that was generated in the Setup and Maintenance work area; however, this task does notneed to be performed before you can use succession management.



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For setting up Succession Management, the task is performed by the Application Implementation Consultant. Alldocumentation references are from the Oracle Talent Management Cloud Implementing Talent Review and SuccessionManagement guide.

1. Manage succession management lookups.

◦ Perform the task Manage Succession Management Lookups to review and maintainHRM_READINESS_CATEGORY lookup values that are assigned to succession plan incumbents andsuccession plan candidates to categorize their readiness to succeed to positions.

◦ See:

• Succession Management: Explained

• What happens if I remove a readiness category lookup?

Implementing Recruiting and Onboarding: OverviewUsing Taleo Recruiting and Onboarding you can find candidates using automated recruitment processes. You can carryforward important information from the candidate selection process, assist with legal compliance duties, and ensure that newhires have everything they need to become productive immediately.

For more information about implementing Taleo Recruiting and Onboarding, see: Taleo Enterprise Recruiting ConfigurationGuide and Taleo Onboarding Configuration Guide.

Implementing Learn: OverviewTaleo Learn allows you to create learning plans to support onboarding, certification requirements, compliance mandates, job-related training, and continued career development. Your subject matter experts can quickly create online learning courses orreuse existing content.

For more information about implementing Taleo Learn, see: Taleo Learn System Requirements.


Chapter 4Application Users

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4 Application Users

Defining Application Users for Oracle TalentManagement Cloud Service: ExplainedOnce the basic structures for the offerings you are implementing are set up, you can create Oracle Talent Managementapplication users. User roles are part of the Role-Based Access Control (RBAC) model. Every user within Oracle Fusion isgiven a role to be able to perform the duties of the role. This figure illustrates the roles used to perform the functional dutieswithin Talent Management.

Defining Talent Management Application UsersAfter you complete the initial setup tasks, continue with the remaining functional setup tasks in your implementation project.The application implementation manager can assign the remaining tasks to appropriate implementation or application users.Once the implementation is complete, you are recommended to review the allocation of roles to implementation users andrevoke any roles (such as Application Implementation Consultant) that are no longer required.

The following list identifies setup tasks for creating Talent Management application users.

1. Assign tasks to users

◦ Performer: Application Implementation Manager

◦ Description: Assign tasks related to user creation and role provisioning to implementation users who have theIT Security Manager job role.



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◦ Documentation: Managing an Application Implementation chapter, Oracle Applications Cloud Using FunctionalSetup Manager guide

2. Sign in as the assigned user and find your assigned tasks

◦ Description: Sign in using the Oracle Fusion Applications URL and the user account and password associatedwith your implementation user role.

Navigate to the Assigned Implementation Tasks tab to find assigned tasks.

3. Define HCM data security for initial application users

◦ Performer: IT Security Manager

◦ Description: Perform the tasks in the task list Define Data Security for Human Capital Management to createsecurity profiles and HCM data roles for application users. Assign security profiles directly to abstract roles,such as Employee and Line Manager, using the Manage Data Role and Security Profiles task.

Create at least one HCM data role for the Human Resource Specialist (HR Specialist) job role that providesView All access to HCM business objects.

◦ Documentation: Implementation Users chapter, Oracle Human Capital Management Cloud Securing OracleHCM Cloud guide.

4. Manage HCM role provisioning rules


◦ Description: Perform the task Manage HCM Role Provisioning Rules to create role mappings, which define theconditions for automatic and manual provisioning of data and abstract roles to application users. Create rolemappings for common roles, such as Employee and Line Manager. These few role mappings will handle mostof your role assignments.

Create at least one role mapping for HR Specialists who will hire other workers. Ensure that this role mappingprovisions appropriate roles (including the View All HCM data role created in Task 3, above) to HR specialistsautomatically. The role mapping should also include roles that HR specialists can provision manually to otherusers.

◦ Documentation: Provisioning Roles to Application Users chapter, Oracle Human Capital Management CloudSecuring Oracle HCM Cloud guide.

• Role Mappings: Explained

• Role Mappings: Examples

• Role Provisioning and Deprovisioning: Explained

5. Create a user account for a Human Resource (HR) Specialist and provision roles to the HR Specialist


◦ Description: Navigate to the New Person work area and perform the Hire an Employee task to hire at least oneHR Specialist who can hire other workers.



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When you hire an HR Specialist, a user account is created automatically for that worker. Roles for which theworker qualifies automatically in relevant role mappings (for example, those that you created for the Employeeand HR Specialist roles in Task 4, above) are provisioned to that worker.

◦ Documentation: Workforce Lifecycle Management chapter, Oracle Global Human Resources Cloud UsingGlobal Human Resources guide.

• Creating Person Records: Examples

• Person Records: Explained

6. Hire an Employee

◦ Performer: HR Specialist

◦ Description: Navigate to the New Person work area and perform the Hire an Employee task to hire anemployee.

The employee's user account is created automatically. Roles for which the employee qualifies automaticallyin the relevant role mapping (for example, the role mapping that you created for the Employee role in Task 4,above) are provisioned to that worker.

◦ Documentation: Workforce Lifecycle Management chapter, Oracle Global Human Resources Cloud UsingGlobal Human Resources guide

• Creating Person Records: Examples

• Person Records: Explained

◦ Oracle Human Capital Management Cloud Security Reference for Oracle HCM Cloud


Chapter 5Talent Management Work Areas and User Roles

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5 Talent Management Work Areas and User Roles

Talent Management Work Areas: ExplainedTalent Management includes the following work areas:

• Goals: includes tasks such as managing the goal library and goal plans, assigning goals, and managing your owngoals and those of your organization and your direct reports.

• Performance: includes tasks that facilitate setting up, monitoring, and administering performance documents.

• Talent Review: includes access to the Overview page for talent review meetings, where you can access meetings,prepare review content, and so on.

• Profiles: includes tasks for searching model and person profiles, and for managing model profiles.

• Succession: includes tasks to create and manage succession plans and talent pools.


Chapter 6Data Upload

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6 Data Upload

Uploading Data for Oracle Talent Management CloudService: ExplainedOracle Fusion HCM provides import solutions for loading the following:

• Initial enterprise structures, such as legal entities

• Setup data, such as jobs and departments

• Transactional data, such as employee records

• Transaction history, such as salary changes and performance reviews

This chapter discusses these data loaders:

• HCM Spreadsheet Data Loader

• HCM File-Based Loader

• Talent Data Loaders

• Core HCM Data Loaders

HCM Spreadsheet Data LoaderHCM Spreadsheet Data Loader generates spreadsheets dynamically for several Oracle Fusion HCM business objects. Eachspreadsheet contains columns for the object attributes, identifies required values, and uses lists of values (LOVs) for manyattributes to aid completion. Once you have populated the spreadsheet with your data, the upload, validation, and correctionof the data are straightforward processes. Benefits of HCM Spreadsheet Data Loader include:

• Ease and speed of use

• Support for some key business objects

• Flexfield support

• Use of the standard Load Batch Data process (also used by HCM File-Based Loader), which provides error handlingand is multithreaded

• Minimal configuration

• Mass error correction in spreadsheets

• Offline working



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HCM Spreadsheet Data Loader is most suitable for loading:

• Setup data

• Nonhierarchical data and simple hierarchical data

• Small-to-medium volumes of data

• One-time-only data batches, as it offers very limited support for data update

HCM Spreadsheet Data Loader is unsuitable for:

• Loading large volumes (tens of thousands) of records

• Coexistence and similar scenarios where repeated loading and update of data may be required

• Loading complex logical business objects, as objects are flattened to fit the spreadsheet format

• Loading object history

To use HCM Spreadsheet Data Loader:

• You must have installed the Oracle ADF Desktop Integration Add-in for Excel. If the client has been enabled forinstallation, it is available from Navigator > Tools. Instructions for enabling installation of the client are provided in theOracle Fusion Applications Post-Installation Guide 11g Release 9 (11.1.9).

• You must be able to access the Oracle Fusion HCM Data Exchange work area. For this access, you need theApplication Implementation Consultant or Human Capital Management Application Administrator job role.

The process of generating a spreadsheet and uploading its contents using HCM Spreadsheet Data Loader includes thesesteps:

1. You generate the spreadsheet for a specific business object.

2. After entering data in the spreadsheet, you import it to the Load Batch Data stage tables.

3. As each row is imported to the stage tables, its status is updated automatically in the spreadsheet. If import errorsoccur, then you fix them in the original spreadsheet and import the corrected rows to the stage tables again.

4. Any data that you import successfully to the stage tables is loaded automatically to the application tables by theLoad Batch Data process.

5. If errors occur during the load to the application tables, then they are reported automatically in the originalspreadsheet when you click Refresh. You correct any load errors in the original spreadsheet and import thecorrected rows to the stage tables again.

Once all data is successfully loaded, you can validate it in the Oracle Fusion interfaces. For example, if you load positions,then you can search for them on the Manage Positions page.

Using HCM Spreadsheet Data Loader, you can load the following Oracle Fusion HCM 11g Release 9 (11.1.9) businessobjects:

1. Locations



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2. Grade ladders (grades)

3. Grade ladders (grades with steps)

4. Grades

5. Job families

6. Jobs

7. Departments

8. Positions

9. Persons (employees and contingent workers only)

10. Work relationships and assignments

11. Workers

12. Assignments

13. Educational establishments

14. Salaries

15. Talent profile rating models

16. Talent profile content types

17. Talent profile content items

18. Talent profiles

19. Section definitions

20. Template definitions

21. Template sections

22. Template periods

23. Absence records

24. Market data: survey

25. Market data: jobs

26. Market data: job function

27. Market data: job family

28. Market data: career stream



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29. Market data: career level

30. Market data: other level

31. Absence reasons

32. Absence certifications

33. Absence plans

34. Absence types

35. Absence categories

Objects are listed here in the recommended load order, which respects dependencies between objects.

Some of these spreadsheets support multiple related objects. For example, the Grade Ladders (Grades) spreadsheet canbe used to load grade ladders, grades, grade rates, and grade-rate values. The Persons spreadsheet includes PersonDocumentation.

HCM File-Based LoaderHCM File-Based Loader enables you to load data in bulk from any source to Oracle Fusion HCM. It is a tool for populating theLoad Batch Data stage tables with your data and preparing it for processing by Oracle Fusion object services.

Benefits of HCM File-Based Loader include:

• Ability to load data from any source and from multiple sources to Oracle Fusion HCM

• Support for key Oracle Fusion HCM business objects

• Use of the standard Load Batch Data process (also used by HCM Spreadsheet Data Loader), which provides errorhandling and is multithreaded

• Ability to both create and update business objects

• Ability to upload partial object hierarchies for most supported business objects

• Support for date-effective objects and the ability to upload object history

HCM File-Based Loader is most suitable for:

• Loading complex, hierarchical data

• Loading large volumes of records

• Repeated uploads, as may be required in a coexistence scenario or when source data is being maintained for otherreasons

• Building integrations tailored to individual needs

HCM File-Based Loader can be used in all circumstances. However, for simple, one-time-only loading of small or mediumdata volumes, you may prefer HCM Spreadsheet Data Loader to HCM File-Based Loader for its speed and ease of use.



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NoteUse of both the HCM Spreadsheet Data Loader and the HCM File-Based Loader for related data in the sameenvironment is not recommended. This restriction exists because the file-based loader keeps track of the datait loads to determine whether data is to be created or updated. If you load related data in the same environmentby other means, then the file-based loader will be unaware of those changes, which may cause errors. Use HCMSpreadsheet Data Loader only if you can use it to load all of your data.

The process of extracting data from its source environment and uploading it using HCM File-Based Loader includes thesesteps:

1. In Oracle Fusion HCM, you define any Oracle Fusion business objects that are referenced by your source dataand extract cross-reference information for those business objects. The cross-reference information is writtenautomatically to the Oracle WebCenter Content server

2. You import the cross-reference information to your source environment and map it to your own data.

3. You map your data to the Oracle Fusion business-object model, extract your data, and deliver it to the WebCenterContent server.

4. HCM File-Based Loader imports your source data to the Load Batch Data stage tables and resolves primary andforeign-key references in the data.

5. Load Batch Data loads your source data from the stage tables to the Oracle Fusion application tables.

Once all data is successfully loaded, you can validate it in the Oracle Fusion interfaces. For example, if you load persons, thenyou can search for them in the Person Gallery.

Using HCM File-Based Loader, you can load the following Oracle Fusion HCM 11g Release 9 (11.1.9) business objects:

1. Actions and action reasons

2. Locations

3. Business units

4. Grades

5. Grade rates

6. Job families

7. Jobs

8. Salary bases

9. Educational establishments

10. Rating models

11. Talent profile content items

12. Talent profile content item relationships



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13. Persons (employees, contingent workers, nonworkers, and pending workers)

14. Person contacts

15. Person documentation (citizenship, passports, and visas only)

16. Departments

17. Positions

18. Work relationships and assignments, including contracts for the 3-tier (single assignment, single contract)employment model

19. Salaries

20. Element entries

Objects are listed here in the recommended initial load order, which respects dependencies between objects.

Talent Data LoadersFor Talent Management, the following object-specific spreadsheets are launched from object interfaces, load directly toapplication tables, and support error correction in the spreadsheet:

• Competencies

• Organization and worker goals

• Performance ratings

You can load talent data from third-party suppliers or an existing library during setup. You can also use these spreadsheetloaders for periodic updates.

Core HR Data LoadersFor Global Human Resources, the following object-specific spreadsheets are available from object interfaces, such asManage Locations. They load directly to application tables and support error correction in the spreadsheet:

• Departments

• Jobs

• Legal entities

• Locations

These spreadsheet loaders are effectively superseded by HCM Spreadsheet Data Loader (for departments, jobs, andlocations) and the Enterprise Structures Configurator (for legal entities). They are mentioned here for completeness.

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