Oracle Fusion Cloud HCM R13

Global HR Implementation
ORACLE FUSION:
It is one of the Oracle Cloud ERP (Enterprise Resource Planning) application.
NOTE: KPI (Key Performance Indicator)

FLEXFIELDS:
These are a powerful feature that allow you to customize the data structure of
your HCM applications by adding additional fields that are specific to your
organization's needs.

Descriptive Flexfields: - DFFs are typically used for capturing supplementary or

non-standard data.

Example: 1) Employee’s professional certifications 2) Additional employee

details such as special skills, previous experience, or other custom attributes
that are not captured by the standard fields in Oracle HCM.

My client groups>>new person>>hire an employee>>BASIC

DETAILS>>PERSON DETAILS>> (navigate to the flexfield) Edit>>save and
close>>deploy flexfield
NOTE: Range type will be available when you have multiple rows.
For Faster deployment do log out and login and follow the same process

NOTE: FSM (Functional Setup Manager or known as Setup and Maintenance)

CREATE IMPLEMENTATION PROJECT:

Setting and action>>setup>> Compensation Management>>Initial
user>>Task>>Manage Implementation Projects>>Create “+”>>
Name: ABC HCM implementation
Code: ABC_HCM_IMPLEMENTATION
Description: ABC_ HCM_IMPLEMENTATION
>>Next>> Select offerings to implement>>Save and open project
dropdown>>save and close>> Done
NOTE: LOG OUT AND AGAIN LOGIN AND FOLLOW THE SAME STEP ABOVE AND
SELECT THE PROJECT THAT HAS CREATED>>Assign task
SECURITY CONSOLE:
Navigator>>Tools/Configuration>>Security Console(Create Users And
Roles)>>Users>> Add user account>>user information>>Add role>>IT security
manager(so that the security access can be given)>> done>>save and close

ESTABLISH ENTERPRISE STRUCTURE:

Setup and maintenance>>Enterprise profile>>show>>all tasks>>search
tasks>>establish enterprise structures>>enterprise
configuration>>create”+”>>NAME:ABC Corporation>>Description:ABC
Corporation USA>>Establish Enterprise Structure>>Enterprise
information>>legal information>> enterprise configuration
requirements>>next>>divisions>>”+”>>next>>legal entities>>create business
units>>reference data sets>>next>>business unit set
assignment>>next>>location reference set>>next>>save and close>>manage
enterprise hcm information>>

REPORT
Setup and maintenance>>Enterprise profile>>show>>all tasks>>search
tasks>>establish enterprise structures>>enterprise configuration>>click on
review result (“specs”)
NOTE: OER (Oracle Enterprise Repository) for pdf

HIERARCHY
1)Enterprise
>>ABC Corporation

2)Division {OPTIONAL} (separating according to the business profit

and loss i.e. locations)
-Legislative data group (minimum 2 LDG)
-Ledger (based on currency, calendar, chart of accounts, compliance
method)

>>IND
>> US>>USD(Currency)>>1-SEP-21(calendar)>>RENT (chart of
accounts)>>CASH (compliance method)

3)Legal Entity (Legal organization where the company has registered

legally)
>>HYD_LE BAN_LE CHN_LE
>>CA_LE LA_LE

4)Business units (branches, organization where the client is going

through main business operations such as sales, purchase etc)
>>ESI, SR Nagar MG Rd MEBZ
>>FOR_CALFORD_IC D

5)Reference Data Sets (An organization that refers to some sets of

data such as: Departments, jobs, grades, locations)
>>Finance Finance, sales Finance

LOCATION:
Setup and maintenance>>initial users>>task>>manage implementation
projects>>”+”>>create implementation project>>select offerings to
implement>>save and open project>>task>>reference data set>>manage
reference data sets(“arrow mark”)>>”+”>>save>>task>>location>>manage
location(“arrow mark”)>>”+”>>CODE:SPRITE_LOC_SET>>action
reason>>reorganization>>review>>submit>>ok>>
NOTE: we can also change such as update or correct by choosing the edit
option there
After clicking ok>>name>>search>>click on the name>>edit>>update>>action
response>>relocation>>email>>submit>>ok>>again search the name and
date>>click on the name>>history>>it will show the update value and previous
one a s well

ACTION:
Setup and maintenance>>initial users>>task>>manage implementation
projects>>”+”>>create implementation project>>select offerings to
implement>>save and open project>>task>>reference data set>>manage
reference data sets(“arrow mark”)>>”+”>>save>>task>>action>>manage action
reasons(“arrow mark”)>>ADD>>CODE:SPRITE_LOC_CREATION>>CONTEXT
VALUE NOT REQUIRED>>submit>>task>>action>>action reasons>>configure
actions>>create>>create location>>continue>>

LEGAL ADDRESS:
Setup and maintenance>>initial users>>task>>manage implementation
projects>> task>>LEGAL address>>MANAGE LEGAL address

LEGAL ENTITY:
Setup and maintenance>>initial users>>task>>manage implementation
projects>> task>>LEGAL ENTITY>>MANAGE LEGAL ENTITY

LEDGER:
Setup and maintenance>>initial users>>task>>manage implementation
projects>> task>>LEDGER>>MANAGE LEDGER

LDG:
Setup and maintenance>>initial users>>task>>manage implementation
projects>> task>>legislative data group>>MANAGE legislative data group

BU:
Setup and maintenance>>initial users>>task>>manage implementation
projects>> task>>business unit>>MANAGE business unit
NOTE: PSU (Payroll Staturtiry Unit)

DEPARTMENT:
Setup and maintenance>>initial users>>task>>manage implementation
projects>> task>>reference data>>MANAGE reference data>>set
code:SPRITE>>”+”>>SPRITE_DEPT_SET X
3>>save>>task>>department>>manage department>>create>> department
set: common set>>name:SPRITE FINANCE
DEPT>>next>>save>>create>>department set:
SPRITE_DEPT_SET>>name:SPRITE SALE DEPT>>next>>save>>done

Setup and maintenance>>initial users>>task>>manage implementation

projects>> task>>business unit>>assign bu bf>>choose the bu that you have
created >>save and close>>manage set assignment>> Department>>save

JOB:
Setup and maintenance>>initial users>>task>>manage implementation
projects>> task>>reference data>>MANAGE reference data>>set
code:SPRITE>>”+”>>SPRITE_JOB_SET X 3>>save>>task>>jobs>>manage
jobs>>”+”>>JOB SET:common set(for all platform) or SPRITE_JOB_SET (for only
this)>>NAME: SPRITE CASHIER >>CODE: SPRITE CASHIER>>next>>job
description>>next>>evaluation criteria>>hay
system>>next>>next>>save>>ok>>name>>SPRITE>>search>>done

Setup and maintenance>>initial users>>task>>manage implementation

projects>> task>>business unit>>assign bu bf>>choose the bu that you have
created >>save and close>>manage set assignment>>jobs>>save

NOTE: WE CAN ASSIGN THE JOBS INDIRECTLY TO BU

JOB LOOKUPS:
Setup and maintenance>>initial users>>task>>manage implementation
projects>> task>>job>>manage job families>>”+”>>name:
SPRITE_FINANCE_FAMILY >>job family
code:SPRITE_FINANCE_FAMILY>>submit>>manage jobs>>basIc details>>job
set:common set>>name:SPRITE_ANALYST>CODE:
SPRITE_ANALYST>>NEXT>>Manage job lookups>>”+”>>save and
close>>manager level>>Eval system>>eval_system_meas>>MANAGE JOBS>>

NOTE: LOOKUPS are the list of values where we can add values to the list
without customizing the firm
Standard: cannot be modified or changed
User: can delete the existing items
Extension: we cannot delete existing items

POSITION:
Setup and maintenance>>initial users>>task>>manage implementation
projects>> task>>position>>manage position>>basic details>>position
detail>>evaluation criteria>>profile>>review>>submit
WE CAN ASSIGN THE POSITIONS DIRECTLY TO BU BUT NOT REFERENCE DATA

HELP:
Setup and maintenance>>Show help icons(if help icons are not showing)>>click
on ?>>manage help desk>> change the status

GRADES:
Grade is a pay component.
We can pay employees according to the grades.

Setup and maintenance>>initial users>> manage implementation projects>>

task>>grade>>manage grades>>manage assignment grade lookups>> MANAGE
reference data>>set code: SPRITE>> ”+”>>SPRITE_GRADE_SET X
3>>save>>task>>manage grades>>grade details>>grade set: common set or
SPRITE_GRADE_SET>>grade steps>>grade rates>>review>>submit>>ok>>

ASSIGNING GRADES TO BU
Setup and maintenance>>initial users>>task>>manage implementation
projects>> task>>business unit>>assign bu bf>>choose the bu that you have
created >>save and close>>manage set assignment>>grades>>save

NOTE: CEILING STEPS ARE THE STEPS WHERE GRADES GET UPDATES SUCH AS
INTERN>>SENIOR ANALYST>>CONSULTANT
We can set it to like step-1>>step-2>>step-3(ceiling step as upto this step
everything is mandatory)>>step-4(as it is not mandatory)

ASSIGNING GRADES TO JOBS

Setup and maintenance>>initial users>>task>>manage implementation
projects>> task>>JOB>>MANAGE JOB>>name : SPRITE>> SPRITE
cashier>>edit>>update>>valid
grades>>grade>>SPRITE>>review>>submit>>ok>>

ASSIGNING GRADES TO POSITION

Setup and maintenance>>initial users>>task>>manage implementation
projects>> task>>position>>manage position>>name : SPRITE>> SPRITE jr
cashier>>edit>>update>>valid
grades>>grade>>SPRITE>>review>>submit>>ok>>

GRADES LADDER
Sequence of grades that will be specified.
Setup and maintenance>>initial users>> manage implementation projects>>
task>>grade>>manage grade LADDERs>>grade
ladder>>SPRITE_GRADE_SET>>next>> grade>>SPRITE A >>SPRITE B>> rates
value>>review>>submit>>ok>>

HIRE EMPLOYEE:
My client group>>new person>>hire an employee>>identification>>basic
details>>legal employer(legal entity)>>SPRITE_LE>>personal details>>national
identifiers>>next>>person information>>next>>employment
information>>next>>compensation and other information>>submit>>ok
My client group>>new person>>person management>>name:
RANJITH>>TASK>>user account>>user>>reset password>>

NOTE: WE HIRE EMPLOYEE ON LEGAL ENTITY/ LEGAL EMPLOYER

TRANSFER AN EMPLOYEE:
My client group>>new person>>hire an employee>>identification>>basic
details>>legal employer(legal entity)>>SPRITE_LE>>personal details>>national
identifiers>>next>>person information>>next>>employment
information>>next>>compensation and other information>>submit>>ok

My client group>>new person>>hire an employee>>identification>>basic

details>>legal employer(legal entity)>>SPRITE_LE>>personal details>>national
identifiers>>next>>person information>>next>>employment
information>>next>>compensation and other information>>submit>>ok

HIERARCHY
Navigator>>me>>directory>>my organization chart
An organization that refers to some sets of data such as: Departments, jobs, grades, locations)