Oracle Fusion HCM Base Cloud Service 2016 - Student Guide

Fusion HCM Base Cloud Service 2016 Implementation Practice Workshop
Fusion HCM Base Cloud Service 2016 Implementation

Practice Workshop
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Table of Contents:
Background ........................................................................................................................................... 3
Creating Legal Entities ......................................................................................................................... 4
Maintaining Legal Reporting Units ..................................................................................................... 6
Creating a Division ............................................................................................................................... 7
Creating Business Units ...................................................................................................................... 8
Creating Departments .......................................................................................................................... 9
Update Organization Tree .................................................................................................................. 10
Update Geographies .......................................................................................................................... 11
Create and Maintain Locations ......................................................................................................... 12
Creating Grades .................................................................................................................................. 14
Creating Jobs ...................................................................................................................................... 15
Creating Positions .............................................................................................................................. 16
Configure My Portrait ......................................................................................................................... 17
Manage Portrait Gallery messages ................................................................................................... 17
Creating Document Types ................................................................................................................. 19
Creating Content Types & Items ....................................................................................................... 20
Updating Person Profile ..................................................................................................................... 21
Creating Assignment Flexfield .......................................................................................................... 22
Manage Area of Responsibility ......................................................................................................... 23
Configure Approvals .......................................................................................................................... 24
Configure Actions and Action Reasons ........................................................................................... 25
Configure New Hire Checklist ........................................................................................................... 26
Hiring Employees ............................................................................................................................... 27
Transfer an Employee ........................................................................................................................ 28
Background
Vision Corporation has recently acquired an Oracle Business Intelligence consulting company called
Oracle Business Reporting Corporation (OBR). Vision Corporation has chosen your organization for
implementation services related to the acquisition and integration of OBR into the parent corporation.
You will need to configure and deploy the additional workforce structures and other configuration to
allow the successful integration of OBR employees into the parent company.
Note that where screenshots have been provided for clarity, the entries shown are indicative only and
do not represent correct answers.
Assumptions:
1. You must have access to an HCM Cloud HRMS GSE environment with which to complete
this lab session.
2. Log in details will be provided in the class.
3. Each task assumes that the previous task was completed and data is available.
Lab HR- 1 Creating Legal Entities

Objective: To create legal employers in the system 20 minutes
Instructions:
In this exercise you will create two companies for Oracle Business Reporting Corporation (OBR), an
acquisition by Vision Corporation. These are defined as legal entities within HCM Cloud that are also
Legal Employers
Task:
Creating Legal Employers
Your first task is to create Legal Addresses and Legal Employers for the OBR UK and US companies
within HCM Cloud. Please use the details below.
Legal Address
Country US UK
Address Line 1 9600 N Mopac Drive One South Place
Address Line 2
City Austin London
State TX Greater London
Postal Code 78759 EC2M 2RB
Legal Entity
Country United States United Kingdom
Name OBR US Ltd OBR UK Ltd
Legal Identifier 232-4212 9324-53231
Start Date 1.1.1951 1.1.1951
Legal Address US address created above UK address created above
EIN / Company Nbr 4553333 425333
Legal Reporting Unit 123456 654321
Registration Number / CUIT

Payroll Statutory Unit Y Y
Legal Employer Y Y
When entering Legal Entity HR information, ensure that you use Correction mode
Legal Entity HR info

Legal Employer tab
Employer Name OBR US Ltd OBR UK Ltd
Work Start Time 09:00 9:00
Work End Time 17:00 16:30
Standard working hours 37.5 hours per week 35 hours per week
Salary Level Assignment Assignment
Worker Number Generation Automatic Generation Using Automatic Generation Using
Legal Employer Sequence Legal Employer Sequence
Allow Empl Terms override No No
People Group FF structure People Group Flexfield People Group Flexfield
Employment Model 2 Tier Single Assignment 2 Tier Single Assignment
Payroll Statutory Unit tab
Associated Legislative Data US Legislative Data Group GB Legislative Data Group
Group
Expected Results:
You have created two Legal Employers with HR information. They will be used in a later exercise.
Lab HR- 2 Maintaining Legal Reporting Units

Objective: To create legal reporting units in the system 20 minutes
Instructions:
In this exercise you will maintain two legal reporting units that are associated with the legal employers
created earlier.
Task:
Maintaining Legal Reporting Units HCM Classification
A legal reporting unit (LRU) is the lowest level component of a legal structure that requires
registrations. A default LRU is created for each legal employer, and this can be configured as a tax
reporting unit and/or reporting establishment
LRU HCM Classification

Legal Reporting Unit
classification
LRU Name OBR US Ltd OBR UK Ltd
Classification Tax Reporting Unit Tax Reporting Unit
Legal Reporting Unit details
Associated Legal Employer OBR US Ltd OBR UK Ltd
Expected Results:
You have created two Legal Reporting Units with HR information. They will be used in a later
exercise.
Lab HR- 3 Creating a Division

Objective: To create a division in the system 10 minutes
Instructions:
In this exercise you will maintain create a new division to represent the two new legal employers that
are being acquired
Task:
Manage Divisions
Create a new division that will represent the Oracle Business Reporting companies. This division will
be used in a subsequent exercise to represent the new acquisition in the organization tree and
hierarchy.
Division
Create New Yes
Effective Date 1.1.1951
Division Name Oracle Business Reporting
Division
Status Active
Reporting Name Oracle Business Reporting
Expected Results:
You have created a valid Division in the system. This will be used within an Organizational Tree in a
later exercise
Lab HR- 4 Creating Business Units

Objective: Create a business unit for the new legal
20 minutes
employers
Instructions:
In this exercise you shall create new business units for the two new legal employers
Task:
Create Business Units
Create two new business units; one for the US operations and one for the UK operations of Oracle
Business Reporting. Assign these business units to existing country-specific sets for Department and
Location Reference Data Objects & use the Common Set for Grades and Jobs. Note that the
environment has defined different SetIDs for Business Unit, Department and Location.
Business Unit
Name Oracle Business Oracle Business Reporting UK
Reporting US
Default Set US1BUSET UK1BUSET
Expected Results:
You have created two business units these objects will be used when creating positions and hiring
employees.
Lab HR- 5 Creating Departments

Objective: Create new departments within the system 15 minutes
Instructions:
In this exercise you shall create new departments for the two new legal employers. The new legal
employers will share some departments with existing back-office groups at Vision Corp but will
require separate Operations and Consulting departments for the two countries.
Task:
Create Departments
Create new Operations and Consulting Departments for both the US and UK legal employers. Other
departments will be shared with existing legal employers.
Department
Effective Start Date 1.1.2015 1.1.2015 1.1.2015 1.1.2015
Department Set US UK Department US Department UK Department
Department Set Set Set
Set
Name OBR OBR Operations OBR Consulting OBR Consulting
Operations UK US UK
US
Status Active Active Active Active
Reporting Name OBR OBR Operations OBR Consulting OBR Consulting
Operations UK US UK
US
Expected Results:
You have created valid departments that can be viewed through the Manage Departments task. They
will be used in a later exercise.
Lab HR- 6 Update Organization Tree

Objective: Enter new organization structures into the
30 minutes
organization tree
Instructions:
In this exercise you will update the existing organization tree with new division, legal employer,
business unit and department information related to Oracle Business Reporting structures.
Task:
Updating Organizational Tree
Open the organization tree titled Vision Corporation Organization Tree. The following updates should
be made to the draft Corp Tree Version 2
- Add Oracle Business Reporting Division underneath Vision Corp
- Add the two legal employers underneath this new Division
- Add the two business units underneath each legal employer, by country
- Add the two new departments underneath each business unit, by country
Once complete, save the changes then activate the tree. Finally, execute the tree-flattening process
against the organization tree such that the changes are available for reporting.
Expected Results:
You have created new organization tree structures, and can view them in the tree. The tree is valid
and active.
Lab HR- 7 Update Geographies

Objective: Add a new Geography entry to support a new
20 minutes
United Kingdom location
Instructions:
In this exercise you will update the United Kingdom geography data to support a new Postal Code
entry that is currently not recognized.
Task:
Manage Geographies
When trying to enter a Reading location with the postal code of RG1 1AB, you find that this doesnt
validate. Update the UK Geography hierarchy to add this post code in. Note that Reading is in the
county of Berkshire.
Expected Results:
The postal code RG1 1AB is now valid when adding or changing UK addresses for employees or
locations. You will use this postal code when creating locations in a later exercise.
Lab HR- 8 Create and Maintain Locations

Objective: Add new Locations and update with effective-
30 minutes
dated rows
Instructions:
In this exercise you will create new US and UK locations for OBR offices, and then update with
changes post-acquisition.
Task:
Manage Locations
Create two locations, one for the US and one for the UK as shown below. Also review the legislative
information this is typically used for country statutory reporting needs.
Location
Effective Start Date 1.1.1951 1.1.1951
Location Set US Location Set UK Location Set
Name OBR Charlotte OBR Reading
Code USLoc17 UKLoc007
Country United States United Kingdom
Zip Code/Postal Code 28270 RG1 1AB
Address 1 12 Peachtree Drive 32 Blythe Parkway
Once these locations have been entered into the system, please create effective-dated rows for
1.1.2015 with the following name changes
- Vision Corp Charlotte
- Vision Corp Reading
Expected Results:
Valid locations have been created and are available to be viewed through the Manage Locations task.
You will use these locations in a later exercise.
Lab HR- 9 Creating Grades

Objective: Add new Grades and Grade rates for the new
20 minutes
organizations
Instructions:
In this exercise you will create new grade and grade rates to support executive compensation for
OBR executives.
Task:
Add new grades
Add a new executive grade Exec01 for OBR US and UK executives. This will be a shared grade with
rates entered against the US and GB LDGs. Please enter midpoints of 100000 USD and GBP
respectively, with 15% minimum and maximum variance salaries
Expected Results:
A valid grade has been created and can be viewed through Manage Grades.
Lab HR- Creating Jobs

10
Objective: Add new Job entries to support different work
30 minutes
requirements
Instructions:
In this exercise you will create new jobs to reflect technical consulting, functional consulting and
project management work requirements within the company.
Task:
Manage Jobs
Create the following three jobs as shared jobs across the enterprise
Technical Consultant
Functional Consultant
Project Manager
All jobs are effective 1.1.1951, and should use the Job Code format JOB999 use the next values in
the sequence.
All jobs are full time, regular positions that are classed as Consulting jobs.
Expected Results:
Valid OBR jobs exist in the system and can be viewed through the Manage Jobs task. These jobs will
be used in a later exercise.
Lab HR- Creating Positions

11
Objective: Add new Positions to reflect new employee
30 minutes
work requirements
Instructions:
In this exercise you will create new positions to manage workers at Vision Corp. These positions will
manage specific employee information for Oracle Business Reporting consultants, being a
combination of job information alongside location, department and grade details.
Task:
Manage Positions
Create two positions that will be used to track one US and one UK employee. The positions should
use the details that you have already entered into the HR system including location, department, job
and grade.
Expected Results:
Valid OBR positions exist in the system. These positions will be used when executing new hires.
Lab HR- Configure My Portrait

12
Objective: Review and configure delivered Portrait Cards 20 minutes
Instructions:
In this exercise you will review the delivered Portrait Gallery and My Portrait cards and hide the
Kudos, Activities and Interests and Benefits cards as they will not be used going forward
Task:
Edit Public Settings
Hide the cards listed above in the instructions, and re-order cards such that the Contact Details card
is first, followed by Experience and Qualifications, then Employment.
Expected Results:
Changes are reflected in My Portrait task and viewing workers using the Person Gallery task
Lab HR- Manage Portrait Gallery messages

13
Objective: Create specific Portrait Gallery messages for
20 minutes
onboarding Oracle Business Reporting employees
Instructions:
In this exercise you configure a Person Gallery message that welcomes former Oracle Business
Reporting employees
Task:
Manage Gallery Administration Messages
Create a gallery administration message that reads Welcome to Vision Corporation for all employees
that are in the new Oracle Business Reporting locations.
Expected Results:
Workers that are hired against the OBR locations will see this message on their Person Gallery
Portrait page. Others that search for these workers will also see this message on the Portrait page.
Lab HR- Creating Document Types

14
Objective: Add document types to capture employee
20 minutes
document requirements
Instructions:
In this exercise you will create a new document type that allows HR to track use of gym membership
information in order to manage benefits.
Task:
Manage Document Types
Create a new document type called OBR Gym which will be used when employees load up their
existing membership details. This document will capture a document name and from date. It will be a
benefits document but will not require an approval.
Expected Results:
You can enter new documents against an employee with the document type of OBR Gym.
Lab HR- Creating Content Types & Items

15
Objective: Add content items and a content type to track
30 minutes
consulting Projects
Instructions:
In this exercise you will create a Projects content type which contains a list of valid projects for OBR
consultants
Task:
Manage Profile Content Types

Manage Profile Content Items
Create a new non-free-form content type called OBR Projects which will be used to capture project
information. Once complete, please create 5 content items that contain distinct projects. Note that you
will need the ability to end-date content items once the project is complete.
Expected Results:
The OBR Projects content is available and the content items are available for selection.
Lab HR- Updating Person Profile

16
Objective: Update the Person Profile with a new content
30 minutes
type
Instructions:
In this exercise you will update the Person profile to include the newly-created OBR Projects content
type.
Task:
Manage Profile Types
Create a new content section for the Person profile type that will hold OBR Project information. This
section should include the following information
From and To Dates
Country and State
Completed Flag
Description
Country and State values should be entered as follows

Column Label Searchable View Attribute ValueSetName
COUNTRY_ID Country Y GeographyName CountryPVO

STATE_PROVINCE_ID State Y GeographyName StateProvincePVO
Expected Results:
The new content type should be available from the Experience and Qualifications card in Portrait
Gallery, with the option to add different projects to the worker talent profile. The content type is visible
to all user types but can only be modified by the Manager and HR Specialist roles.
Lab HR- Creating Assignment Flexfield

17
Objective: Create an Assignment Descriptive Flexfield to
30 minutes
store an Internal Title value for workers
Instructions:
In this exercise you will create an Assignment descriptive Flexfield to track internal title information for
each worker.
Task:
Manage Descriptive Flexfields
Create a new segment against the Flexfield PER_ASG_DF. This should be a 60 character field that
stores internal Title information. You can use a value set to enforce a 60 character limit on a text
field. Also note that you can deploy a Flexfield change to a sandbox first, and verify that the behavior
is as expected before deploying to the environment.
Expected Results:
HR Specialists can access Manage Employment task and enter an Internal Title against the current
assignment row for a worker. Managers executing MSS transactions will also be able to update the
Internal Title field.
Lab HR- Manage Area of Responsibility

18
Objective: Set Area of Responsibility representatives for
20 minutes
new OBR areas
Instructions:
In this exercise you will designate HR professionals as the HR staff responsible for the new OBR
employees within the system
Task:
Person Management
Navigate to Person Management and select an employee who acts in the Job of Human Resources
Specialist in the Atlanta location. Add a new responsibility to the employee which assigns them to the
OBR US Legal Employer. Select a second employee that has the same Job at the London location,
and add a responsibility entry for the OBR UK Legal Employer.
Expected Results:
Selected workers will now show as HR Representatives for OBR legal employers; when viewing any
worker that is hired against an OBR Legal Employer, the listed workers will appear as their HR
Representatives. Any approvals that route to the HR Specialist for a worker will route to one of these
selected workers.
Lab HR- Configure Approvals

19
Objective: Configure New Hire Approval to route to HR
30 minutes
Specialists for new OBR hires
Instructions:
In this exercise you will amend the new hire workflow such that any new hires into the newly-created
OBR companies will route to the correct HR Specialists for approval
Task:
Manage Approval Transactions for Human Capital Management
Using the Approval flow Hire an Employee, create a new rule that will route to the HR Specialist Area
of Responsibility if the new hire is in either of the new OBR business units. Ensure to submit the
approval once complete. Also remember that the default rule should exclude any new clauses.
Expected Results:
For all new hires into the OBR Legal Employers, the approval will route to one of the selected workers
who are the AoR responsible as defined in the previous task.
Lab HR- Configure Actions and Action

Reasons
20
Objective: Configure business-specific Actions and
20 minutes
Reasons for use in HR transactions
Instructions:
In this exercise you will configure new Action and Action Reasons to be used when managing
employment history for workers.
Task:
Manage Actions
Manage Action Reasons
For the Hire Action, create an action reason of Acquisition, which can be used as part of on-boarding
OBR employees. Also create an Action of Rebalance, under the action type of Transfer, with action
reasons of Acquisition and Market Conditions
Expected Results:
New hires will have the available action reason Acquisition. When transferring workers, you may
select Rebalance as a valid action with the listed action reasons.
Lab HR- Configure New Hire Checklist

21
Objective: Amend the existing New Hire checklist to
30 minutes
include specific instructions for new OBR employees
Instructions:
In this exercise you will configure a new hire checklist task that is only available for workers being
hired into the new OBR US and OBR UK legal employers
Task:
Manage Eligibility Profile

Manage Checklist Template
Create a new eligibility profile with type Checklist, that indicates eligible workers that are in the OBR
US and OBR UK legal employers. Then add a new task to the New Hire On Boarding Checklist
checklist template that will route to the assigned Human Resources representative only if the new hire
is against an OBR legal employer. Assign the newly-created eligibility profile to the task to achieve
this.
Expected Results:
When hiring a new worker into the system, a new hire checklist will be created. For workers hired into
one of the two OBR Legal Employers, there will be an additional checklist item available.
Lab HR- Hiring Employees

22
Objective: Hire employees into OBR work structures 30 minutes
Instructions:
In this exercise you will hire new workers using the OBR work structures previously defined
Task:
New Person
Hire a new employee into an OBR Legal employer with hire date = today and action reason of
Acquisition. Use the relevant business unit, position and tax reporting unit per earlier configuration.
Ensure that compensation is allocated and a manager is chosen. Verify that the new hire approval is
correct.
Once hired, review the worker and confirm that the HR representative is correct, and that the new hire
checklist has the additional OBR on-boarding step. Also confirm the hire by
Searching for the Manager in the Org Chart to see the additional direct report
Searching for the new Employee within Person Gallery
Add a new PDF document against the Document Record store for this worker with a document type
of OBR Gym.
As an additional task, hire an employee into an OBR Legal employer with a hire date in 2014. Verify
that the previously-entered OBR location (task HR-8) shows as OBR XXX rather than Vision XXX.
Also confirm that the OBR departments are not accessible (as their effective dates are 1/1/2015)
you may use another department .
Expected results:
The new OBR workforce structures are available for use when hiring workers into the system. New
Hire approvals work as configured. Effective dates work correctly for workforce structures such as
location. New actions and action reasons are available. Documents can be loaded into the system
against new workers using the OBR document record type.
Lab HR- Transfer an Employee

22
Objective: Transfer an existing employee 10 minutes
Instructions:
In this exercise you will transfer a new worker using the Manager Self-Service Transfer action
Task:
My Team
Log into the system as a manager (suggested user: Martine.Harrison). Under My Team, execute a
transfer for one of the direct reports. Transfer the user to the Oracle Business Reporting US
Business Unit and one of the configured OBR positions, and update the salary.
Expected results:
The new OBR workforce structures are available for use when transferring workers, including
business unit and position. Configured Transfer action types (Rebalance) are available. The
assignment Flexfield (Internal Title) is visible. Job and Salary changes can be made and submitted
successfully.

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Fusion HCM Base Cloud Service 2016 Implementation Practice Workshop

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Safe Harbor Statement

Oracle Training Materials Usage Agreement

3. Oracle disclaims any warranties or representations as to the accuracy or completeness of any

Lab HR- 1 Creating Legal Entities

Creating Legal Employers

Registration Number / CUIT

Legal Entity HR info

Lab HR- 2 Maintaining Legal Reporting Units

Maintaining Legal Reporting Units HCM Classification

LRU HCM Classification

Lab HR- 3 Creating a Division

Lab HR- 4 Creating Business Units

Create Business Units

Lab HR- 5 Creating Departments

Lab HR- 6 Update Organization Tree

Updating Organizational Tree

Lab HR- 7 Update Geographies

Lab HR- 8 Create and Maintain Locations

Lab HR- 9 Creating Grades

Add new grades

Lab HR- Creating Jobs

Lab HR- Creating Positions

Lab HR- Configure My Portrait

Edit Public Settings

Lab HR- Manage Portrait Gallery messages

Manage Gallery Administration Messages

Lab HR- Creating Document Types

Manage Document Types

Lab HR- Creating Content Types & Items

Manage Profile Content Types

Lab HR- Updating Person Profile

Manage Profile Types

Country and State values should be entered as follows

COUNTRY_ID Country Y GeographyName CountryPVO

Lab HR- Creating Assignment Flexfield

Manage Descriptive Flexfields

Lab HR- Manage Area of Responsibility

Lab HR- Configure Approvals

Manage Approval Transactions for Human Capital Management

Lab HR- Configure Actions and Action

Lab HR- Configure New Hire Checklist

Manage Eligibility Profile

Lab HR- Hiring Employees

Lab HR- Transfer an Employee

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