Practices for Lesson 16:

Defining Workforce Records

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Practices for Lesson 16: Defining Workforce 16: Defining Workforce
Records

Ownership
The Job Title [list@YourCompany.com?Subject=Practices for Lesson 16: Defining Workforce
Records:EDAG0016] is responsible for ensuring this document is necessary, reflects actual
practice, and supports corporate policy.

Practices Overview
In these practices, you create a document type.

Prerequisite
The practices in this course build upon each other. If you are skipping them or performing them
out of sequence, you may not be able to successfully complete the activities in this or other
practices.

Prerequisite
Throughout this class, use the Mozilla Firefox browser to access the application.

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Practice 16-1: Managing Calendar Events

Overview
In this practice, you create a calendar event for the public holiday, May Day.

Assumptions
 Time: < 10 minutes.

Tasks

Sign In and Navigate

1. Ensure you sign in as hcm_implXX.
2. Ensure you are on the Implementation Project: XX Workforce Deployment page.
3. If not, perform the following steps:
 Click the arrow to the right of the hcm_implXX ID, in the upper right corner of the page
 Select Setup and Maintenance
 Click Implementation Projects
 Select XX Workforce Deployment implementation project.
4. Ensure that you are on the Workforce Deployment> Define Common HCM
Configuration > Define Workforce Records > Define Availability and tasks list is
expanded.

Manage Calendar Event

1. In the Manage Calendar Events row, click Go to Task to open the Manage Calendar
Events page.
2. In the Search Results section toolbar, click Create to open the Create Calendar Event
page.
3. In the Name field, enter XX May Day.
4. In the Category field, select Public holiday.
5. In the Short Code field, enter XXM.

Information
As you learned earlier in this lesson, a calendar event category identifies a group of related
calendar events.
6. In the Coverage section, and in the Hierarchy Type field, select Organization.
7. In the Start Date field, select the current date and time.
8. In the End Date field, select 12/1/17 and time.

Information
As you learned earlier in the lesson, you use an organizational hierarchy to select
organizations to which the calendar event must apply.
9. Click in the Hierarchy field. Select Project Organization Hierarchy.
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10. In the Coverage Source section, select the Vision Corporation row.
11. Click the Expand icon next to Vision Corporation to view the entire coverage.
12. Click Include in the toolbar.
13. Click Submit, which causes a Confirmation dialog box to appear.
14. Click OK.

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Practice 16-2: Managing Work Schedules

Overview
In this practice, as a Human Resources (HR) specialist, you open an existing work schedule to
learn about its settings.

Assumptions
 Time: < 5 minutes.

Tasks

Sign In and Navigate

1. Ensure you sign in as hcm_implXX.
2. Ensure you are on the Implementation Project: XX Workforce Deployment page.
3. If not, perform the following steps:
 Click the arrow to the right of the hcm_implXX ID, in the upper right corner of the page
 Select Setup and Maintenance
 Click Implementation Projects
 Select XX Workforce Deployment implementation project.
4. Ensure that you have expanded tasks for Workforce Deployment > Define Common
HCM Configuration > Define Workforce Records > Define Availability.

Manage Work Schedule

1. In the Manage Work Schedules row, Click Go to Task to open the Manage Work
Schedules page.
2. In the Category field, select Work.
Note: We are searching for work schedules that belong to the Work category.
3. Click Search.
4. In the Search Results section, click UK Work Schedule.

Information
Notice that this work schedule belongs to the Time type, which indicates that the schedule
is composed of Time work patterns. Time patterns always have time shifts that have a start
time and end time. In this work schedule, the length of the Standard Working Week - Office
work pattern is seven days. This work schedule starts from January 1, 2001 to January 1,
2020. The work pattern in the Patterns region repeats itself during this period. As you
learned earlier in this lesson, a work schedule exception is an event that impacts the normal
working pattern in a work schedule. Notice that the Public Holiday calendar event category
is added as an exception to this work schedule. This means all calendar events that belong
to the selected category are automatically added as exceptions. Eligibility profiles allow you
to restrict the number of work schedules that appear when a manager wants to select a
schedule to assign to workers.
5. Review the content.

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6. Click Cancel.
7. In the Warning message box, click Yes.
8. Click Done to return to your implementation project.

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Practice 16-3: Creating a Document Type

Overview
In this practice, you create a payslip document type for InFusion Corporation and enable
delivery preferences for the document type. The Payslip document is delivered online to
workers except in InFusion Corp UK, where it is delivered on paper. However, for workers in
London, the payslip document is delivered both online and on paper. Persons can override the
default delivery preferences for their individual documents.

Assumptions
 Time: < 10 minutes.
 Replace XX with your student number (01-20) as assigned by your instructor.

Tasks

Sign In and Navigate

1. Ensure you sign in as hcm_implXX.
2. Ensure you are on the Implementation Project: XX Workforce Deployment page.
3. If not, perform the following steps:
 Click the arrow to the right of the hcm_implXX ID, in the upper right corner of the page
 Select Setup and Maintenance
 Click Implementation Projects
 Select XX Workforce Deployment implementation project.
4. Ensure that you have expanded tasks for Workforce Deployment > Define Common
HCM Configuration > Define Workforce Records > Define Documents.

Create a Document Type

1. In the Manage Document Types task row, click Go to Task to open the Manage
Document Types page.

Information
Use the Manage Document Types page to manage existing document types and create
new ones.
2. On the Search Results section toolbar, click Create to open the Create Document Type
page.
3. In the Type field, enter XXPayslip.
4. Retain All Countries as the selection for the Country field.
5. In the Category field, select Payroll.
6. Retain No as the selection for the Approval Required field.
7. Retain Yes as the selection for the Allow Multiple Occurrences field.
8. In the Attributes section, select Required for all the attributes.
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9. Click Submit, which causes a Warning dialog box to appear.
10. Click Yes, which causes a Confirmation dialog box to appear.
11. Click OK to return to the Manage Document Types page.

Enable Document Delivery Preferences

1. Enter XXPayslip in the Type field.
2. Click Search.
3. In the Search Results region, click the document type name to open the Edit Document
Type XXPayslip page.
4. Select Yes for the Enable Document Delivery Preferences field.
5. Retain Payroll as the selection for the Override Hierarchy field.
6. In the Document Delivery Defaults section Delivery Method field, retain the selection of
Online and de-selection of Paper.
7. In the Online Delivery Consent Required field, select Yes.
8. Since worker consent is already available, retain Yes as the selection for the Initial
Consent Granted field.
9. Retain Yes as the selection for the Allow Person Level Overrides field.
10. In the Document Delivery Default Overrides section, select United Kingdom for the
Payroll Statutory Unit Country field.
11. Select UK Legal Entity for the Payroll Statutory Unit field.
12. In the Delivery Method field, select Paper and deselect Online.
13. Since worker consent is already available, retain Yes as the selection for the Initial
Consent Granted field.
14. To override the delivery preference for the London location, click Create.
15. In the Level field, select Location.
16. In the Name field, search for and select London.
17. The Paper option is already selected under Delivery Method. Select Online.
18. Click Submit, which causes a Warning dialog box to appear.
19. Click Yes, which causes a Confirmation dialog box to appear.
20. Click OK to return to the Manage Document Types page.

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