Oracle Fusion HCM Bootcamp Student Guide 1 PDF

Oracle Fusion
HCM Bootcamp
Student Guide (1)
Welcome
• Housekeeping
o Fire Alarm
o Facilities
o Timings, Breaks & Lunch
• Introductions
o Name
o Previous experience e.g. PeopleSoft, EBS, etc.
o Any experience with Fusion HCM?
These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
Course Overview/Timetable
• Day One – Monday 22nd April

o Oracle Fusion Overview
o Security (Overview)
o Functional Setup Manager
o Custom Enterprise Scheduler Jobs
• Day Two – Tuesday 23rd April

o Define Enterprise Structures
o Workforce Structures
o Define Grades, Jobs and Positions
• Day Three – Wednesday 24th April

o Workforce Lifecycle
o Workforce Directories
o Profile Management
Course Overview /Timetable(cont’d)
• Day Four – Thursday 24th April

o Security (Detail)
o Data Security for HCM
o Approval Management for HCM
o Workforce Records
• Day Five – Friday 25th April

o Flexfields
o Define Checklists
o Workforce Predictions
o Composers
o Wrap Up & Any Implementation Specific Questions
• Learning will be Supported by:

o Discussion
o Demonstrations
o Hands On Practice
Course Overview (cont’d)
• Key to Symbols:
o Information
o Demonstration
o Oracle Fusion and Fusion HCM Concepts and Features
o Exercises
Oracle Fusion
• Unit 1: Oracle Fusion Overview
• Learning Outcome:
o By the end of this unit you will have an understanding of:
• Oracle Fusion Applications
• Oracle Fusion HCM
• Oracle Fusion Deployment Options and Considerations
Oracle Fusion Applications
• Designed from the ground up, using the latest technology,

e.g., Fusion Middleware, Web 2.0, Java, HTML 5, etc.
• Incorporating best practice gathered from research with
thousands of customers
• Oracle Fusion Applications are based on a completely open,
service-oriented enterprise applications
• Feature best-in-class user-interface designs and workflows
that optimize usability and deliver business value
• 100% Open Standards
• Deliver continuous insight to decision makers with accurate
self-service reporting and analysis against real-time
information
• 100% Open Standards
• Complete Modular Suite of Applications
Oracle Fusion Oracle Fusion Oracle Fusion
Financial Management Human Capital Management Supply Chain Management
Workforce Product Master Distributed
General Accounts Asset Global Human Global Order
Lifecycle Benefits Data Order
Ledger Payable Management Resources Management Orchestration Promising
Management
Payments & Accounts Cash & Expense Compensation Performance Inventory Cost Shipping &
Talent Review
Collections Receivable Management Management & Goal Mgmt Management Management Receiving
KPIs, KPIs, Dashboards,

KPIs, Dashboards, Global Network @
Common Modules Dashboards, & Extensibility FW
& Extensibility FW Payroll Work & Extensibility
Oracle Fusion Oracle Fusion Oracle Fusion

Project Portfolio Management Procurement CRM
Project Project Project Self-service
Performance Purchasing Sourcing Customer Master Sales Marketing
Costing Billing Procurement
Reporting
Project Spend & Mobile &
Project Procurement Supplier Portal Performance Incentive Territory &
Project Control Integration Contracts Outlook
Contracts Analysis Compensation Integration Quota Mgmt
Gateway
KPIs, Dashboards, KPIs, Dashboards, KPIs, Dashboards,

& Extensibility FW & Extensibility FW & Extensibility FW
Oracle Fusion Financial Issue & Risk Transaction Configuration

KPIs,
Access Controls Dashboards, &
GRC Compliance Manager Controls Controls Extensibility FW
Oracle Fusion Reporting & Analytics
• Reporting and Analysis Tools:

o OBIA (Oracle Business Intelligence Applications):
• Same as today, purchase by analysis area
• OBIA currently covers these Oracle products: EBS, PeopleSoft, JD Edwards, Siebel,
and more
• Existing OBIA customers can extend to Oracle Fusion Applications
• New Oracle Fusion Applications customers should implement OBIA in parallel
• Requires OBIEE (Oracle Business Intelligence Enterprise Edition) comprising a set of
business intelligence tools and offerings
o OTBI (Oracle Transactional Business Intelligence)
• New with Oracle Fusion Applications
• Purchase by reporting area, aligned with Oracle Fusion Applications modules
• Requires OBIEE
Oracle Fusion Middleware
• The Platform:
Oracle Fusion Middleware
• Oracle Fusion Applications is standards-based, making it highly adaptable
• This standards-based technology enables you to respond effectively to change
with flexible, modular, user-driven business software that is powered by best-in-
class business capabilities built on open standards
• Its technology framework includes the following products:
• Oracle WebCenter provides design time and runtime tools for building enterprise portals,
transactional websites, and social networking sites.
• Oracle Business Intelligence 11g provides a full range of business intelligence capabilities that enable
you to analyze, present, report, and deliver organizational data.
• Oracle Universal Content Management enables you to leverage document management, web
content management, digital asset management, and records retention functionality to build and
complement your business applications.
• Oracle SOA Suite provides a complete set of service infrastructure components for designing,
deploying, and managing service-oriented architecture (SOA) composite applications. Oracle SOA
Suite enables services to be created, managed, and orchestrated into SOA composite applications.
• Oracle WebLogic Server is a scalable, enterprise-ready application server based on Java Enterprise
Edition (Java EE).
• Oracle JDeveloper is an integrated development environment with end-to-end support for modeling,
developing, debugging, optimizing, and deploying Java applications and web services.
• Oracle Enterprise Manager offers business-driven applications management, integrated application
to disk management, integrated systems management, and support experience.
• Oracle Identity Management enables organizations to manage the end-to-end lifecycle of user
identities and to secure access to enterprise resources and assets.
• Before Fusion, Enterprise

application user
experiences were:
o Complex
o Transactional
o Fragmented
Oracle Fusion Home Page
• The Oracle Fusion Applications suite uses a default starting page called the
• The Home Page is composed of a collection of tabs that appear based on
the roles assigned to users. These tabs could include:
o The Welcome Dashboard
o A set of transaction dashboards
o Business intelligence dashboards built with the OBIEE application
o The Spaces tab (WebCenter)
• The Welcome dashboard is the first and default tab on the Oracle Fusion
home page and could include these dashboard sections:
o Watchlist: Presents a list of shortcuts to work areas through saved searches
o Worklist: Presents application-generated human tasks (actionable and informational) managed by
workflows
o People Connection: Lets users establish links to one another, to include internal persons (such as
fellow employees) and external persons (such as partners, resources), and to follow updates about
each other
o Activity Stream: Displays the updates from and about a user's social network (which includes user
entered updates through the Publisher task flow) and events automatically generated from Oracle
Fusion Applications (such as who has connected to whom and changes to a business object)
Oracle Fusion UI Shell
Common Tools and Services
• Each page can be divided up into components • Navigation
• Tagging
• Search
• Preferences & Personalization
Global Area Help
Contextual Info
Specific Tools • Analytics
• Task List • Summaries
• Quick Create • Transactions • Derived or
• Focused Search • Information Computed
• Reports Info
• Actions
• Activity Guides • Notes
Contextual
Regional Area Local Area Area
Oracle Fusion UI Shell
• Global Area
o Spans the full width at the top of the user interface shell and is stable, consistent, and
persistent for all users
o Contains main navigational tools, access to help and administration tasks
• Regional Area
o Is in the left pane of the user interface shell
o Contains the tasks, reports and search facilities relevant to the work area selected
• Local Area
o This is the main transactional region of the work area
• Contextual Area
o Is in the right pane of the user interface shell
o Provides additional information or analytics to support the transaction
o This information is optional and may contain predictive analytics or other tools
Oracle Fusion UI Pane
• Navigation Menus / Global Area Menus:

o Favourites
• Bookmarked Oracle Fusion Applications pages for easy access
o Navigator
• Shows all of the application work areas to which a user has access based on the
roles they have been provisioned
o Recent Items
• Application-generated shortcuts to recently visited pages
• This can be configured by session or period of time
o Tags
• Users can create free-format ‘tags’ which can be used in search facilities
o Spaces
• Provides an easy way for users to create their own ad hoc collaborative groups
around a project
• Regional Panes
• Regional area panes can be expanded, or collapsed based on what
you are likely to want to do when you navigate to a work area
o Tasks
• The Tasks pane appears in the top position of the area. Use it to navigate to available task
flows in a work area. See the following section on identifying tasks in the tasks pane. The
Tasks pane is in the standard regional area pane in most applications
o Search
• The search functionality in the regional area is used to search for data relevant to the
work area selected. For example, if in the person management work area the search will
be for people
o Reports
• Use to access relevant reports and analytics for each individual work area. Application
administrators and end users can add or remove reports and analytics from the pane
• Contextual Panes
o The contextual area provides additional information relevant to the transaction within
the context of the work area. For example, in person management, manage absences,
the contextual data may include details of absence accruals
o Analytics
• Use context-sensitive reference material for decision assistance
o Tools
• Provides additional tools to help user make decisions during the transaction
Oracle Fusion HCM
• Fully integrated modules for:

o Core HR and Payroll
o Talent Management
o Workforce Analytics
o Absence Management
• Areas under development:

o Absence Management - redesigned
o Time and Labour
• Not currently integrated:

o Recruitment (Taleo)
o Learning Management (Taleo)
Oracle Fusion HCM
Fusion HCM Modules
• Workforce Deployment: The workforce deployment business

process enables you to align resources and people with business
objectives, and enter and maintain information related to people,
employment, and work structures. The process also includes full
service payroll offerings for core payroll and localizations. The
workforce deployment business process is discussed in detail in the
next slide
• Workforce Development: The workforce development business
process enables you to evaluate and develop the workforce based
on organizational goals and critical skill gaps
• Compensation Management: The compensation management
business process enables you to strategically plan, allocate, and
communicate compensation. The process also enables improved
benefits support and analysis while reducing overall costs
Fusion HCM – Common Framework Modules
• Profile Management: Profile Management provides a framework

for developing and managing talent profiles that meet your industry
or organizational requirements. Profiles summarize the
qualifications and skills of a person or a workforce structure such as
a job or position
• Workforce Directory Management: Workforce Directory
Management enables you to maintain a directory of employees,
contingent workers, and nonworkers in the enterprise. Using the
directory as a start point, you can update personal and employment
information, and perform keyword and structured searches of the
directory. Line managers access information about their direct and
indirect reports in the line manager portraits of those workers and
perform manager self-service actions. Workers access their own
information on the My Portrait tab of the gallery and perform
employee self-service actions. Administrators display messages to
portrait users in selected portraits
Oracle Fusion Deployment Options
ON-PREMISE PRIVATE CLOUD PUBLIC CLOUD HYBRID CLOUD
• On Premise
o Hardware, software licenses, and support that you bought and host at one or
more of your sites. You are responsible for monitoring, security, patching, and
upgrades
• Private Cloud (also known as SaaS or Oracle On
Demand)
o Application and technology managed services that are offered for Oracle
software and hardware and are available internally, behind a firewall and are
hosted over the Internet by Oracle or Oracle business partners that offer BPO
solutions. Oracle provides:
• Management
• Monitoring
• Patching
• Security
• Upgrade services
• Public Cloud
o Services are available to the general public and offered on a subscription
basis, with no requirements to buy additional licenses or support. The
services are hosted over the Internet by Oracle or Oracle business partners
that offer business process outsourcing (BPO) solutions
• Hybrid
o You can choose to maintain your existing legacy applications on premise and
buy products that are hosted in private or public cloud, or any combination of
these options
Security (Overview)
• Unit 2: Security (Overview)
• Role-Based Access Control
• Job Roles
• Duty Roles
• Privileges
Security (Overview)
• HCM Security is presented as a series of Building Blocks
Role Based Access Control
• Security in Oracle Fusion Applications is role-based, where

roles control who can do what on which data:
o Who denotes the user
o What is a function that users with the role can perform, or UI they can access
o Which Data is the set of data that users with this role can access when performing this
function
Role Based Access Control
• Oracle Fusion Applications define four types of roles:

o Abstract roles, defines a worker's role in the enterprise independently of the job that
they are hired to do. Predefined in Oracle Fusion HCM:
• Line manager
• Employee
• Contingent worker
o Job roles, a job role is a generic definition, e.g., Human Resource Administrator
o Duty roles, a duty role is a more granular role, e.g., New Hire Duty or Benefits
Administrator. Duty roles inherit privileges
o Data roles, specifies a link between the datasets a user can access (Security Profiles) and
their job roles. E.g., payroll administrator or human resource specialist can access
specific data instances that users with the role need to access
Job Roles
• Job Role is a generic role,

e.g., Human Resource
Administrator
• Many job roles are
predefined in Oracle Fusion
Applications; you can also
create job roles if necessary
• In HCM, Job Roles are not
assigned directly to users.
Instead, you include job
roles in HCM data roles, and
assign those data roles to
users
Duty Roles
• Duty roles are specific roles within an

abstract or job role
• They represent the individual duties
that users with those job or abstract
roles can perform
• Duty roles are inherited by job and
abstract roles; they can also be
inherited by other duty roles. You do
not assign duty roles directly to users
• Duty roles grant access to work areas,
dashboards, task flows, user-interface
pages, reports, batch programs, and
so on; therefore, they determine the
functions that a user can perform
• Duty roles also control the actions that
a user can perform in a UI page
Data Roles
• Data Roles link the user’s

job role to a set of security
profiles
• All data roles are defined
locally and assigned directly
to users
HCM Security Profiles
• HCM security profiles are an Oracle

Fusion HCM feature; they are not
used by other Oracle Fusion
Applications
• A security profile identifies a set of
data of a single type, such as persons
or organizations. For example, you
could create security profiles to
identify:
o All workers in department HCM US
o The legal employer InFusion Corp USA1
o Business units USA1 and USA2
• You assign security profiles to data

roles to identify the data instances
that users with those abstract or job
roles can access
Privileges
• Oracle Identity Management (OIM) manages user access to

• OIM also stores the definitions of job, abstract, and data roles,
and holds information about roles provisioned to users
• You use OIM to:
o Create implementation users and provision roles to them
o Manage job roles
o Manage role hierarchies (excluding duty roles)
• Oracle Fusion Authorization Policy Manager (APM) is used to:
o View full role hierarchies
o Manage the inheritance of duty-role hierarchies by job and abstract roles
o Manage duty-role hierarchies
o Manage privileges and policies
Privileges
Oracle Identity Manager

(OIM)
(APM)
Authorization Policy Manager
Functional Setup Manager
• Unit 3: Functional Setup Manager
• Application Implementation Lifecycle
• Planning an Implementation
• Configuring Offerings
• Generating Setup Task Lists
• Assigning Tasks to Users
• Maintaining Setup Data: Using Implementation Projects
• Export/Import
Implementation Users
Implementation Users
• Functional Setup Manager (FSM) is new to the Fusion Applications Suite,

and used for implementing all Fusion Applications
• FSM provides an end-to-end guided process for managing functional setup

throughout the entire implementation lifecycle, it allows you to:
o Understand implementation requirements and plan accordingly
o Configure applications to match your business needs
o Get complete visibility to setup requirements through guided, sequential task lists. Each step builds
upon the decisions you make in previous steps
o Enter setup data through easy-to-use interfaces available directly from the task lists
o Export and import to rapid-start functional setup at different instances
o Validate setup by reviewing setup data reports
• Primary Users of FSM are:

o Application Implementation Manager (Enterprise Role)
o Application Implementation Consultants (Enterprise Role)
o Functional Users , i.e, SMEs (Enterprise Role)
o System Administrators
o Application Developers
Application Implementation Lifecycle
Application Implementation Lifecycle
• PLAN :
o Analyse implementation requirements, design setup and plan overall implementation
using the Getting Started page
• CONFIGURE :
o Choose offerings, options and features to match your business requirements using
Configure Offerings
• IMPLEMENT :
o Generate setup tasks using Manage Implementation Projects. Enter setup data using
assigned Implementation Tasks
• EXPORT / IMPORT :
o Export and import setup steps from one Oracle Fusion Application instance to another
using Manage Configuration Packages
• MAINTAIN :
o Maintain setup over time by searching and performing tasks in All Tasks
Offerings
Oracle Fusion Offerings are:

• Application solution sets Setup and Maintenance > Getting
Started
• Represent one or more
business processes or sub-
processes that have been
installed
• Primary drivers of the
functional setup of Fusion
Applications
o E.g. Workforce Deployment
Offering Options & Features
• Offering Options, generally

include:
o Core functionality
o Optional modules (or options)
o Workforce Deployment has options such
as:
• Payroll
• Absence Management
• HR Business Intelligence Analytics
• Offering Features, are:
o Alternative business rules or processes
o Selected based on business requirements
o Workforce Deployment has features such
as:
• Enterprise Structures Guided Flow
• Governance Risk and Compliance
• Local Installation of Help
• Maintain Common Reference Objects
Offering Options & Features
• Offering Options & Features

o Displayed in multi level hierarchy to make selection easier
• FSM Dynamically creates an implementation project task List

based on the Offering, Options and Features selected
Offering Reports
A set of standard reports Setup and Maintenance >

which are available to assist Getting Started >
with analysing and planning an
implementation:
• Offering Content Guide

• Associated Features
• Setup Task Lists and Tasks
• Related Business Objects
• Related Enterprise Applications
Easy Navigation to Any Phase
Enterprise Roles and Implementation
Phases
ROLE : Application Implementation Manager
Phases
ROLE : Functional User (i.e. SMEs)
Phases
ROLE : Application Implementation Consultant
Demonstration
• Demonstrate how to:

o Create an Implementation Project
o Choose Offerings & Features
o Assign Implementation Tasks
Student Activity
Complete Activity 1.1: Create an Implementation

Project in
Fusion HCM Student Guide (1)
Activity 1.1: Implementation Project
OBJECTIVE : In this activity you are going to create an Implementation Project, Select the Offerings to
Implement and Assign Tasks to Yourself
NOTES : Use prefix of XX, where XX is your Student Number.
1. Start Here > Home work area, Welcome tab (default after sign in)
2. In the global area Administration menu, click Setup and Maintenance. Location: Setup and
Maintenance work area, Overview page, All Tasks tab
3. In the Tasks pane, click Manage Implementation Projects. Location: Manage Implementation
Projects page
4. In the Search Results region, click the Create graphic. Location: Create Implementation Projects,
Enter Basic Information page
5. In the Name field, enter XX Workforce Deployment
6. Press Tab
7. Confirm that the project is automatically assigned to Your.User.ID
8. Click Next. Location : Create Implementation Project: Select Offerings to Implement
9. In the Workforce Deployment row select Include
10. Click Save and Open Project. Location : Implementation Project: XX Workforce Deployment
page
11. Expand Workforce Deployment
12. Expand Define Common Applications Configuration for Human Capital Management
Activity 1.1: Implementation Project
At this point you should have created and saved the XX Workforce Deployment project which was
automatically assigned to Your.User.ID
Start Here : Implementation Project: XX Workforce Deployment page
13. Select Workforce Deployment
14. Click Assign Tasks. Location: Assign Tasks dialog box
15. Click the Select and Add graphic. Location: Select and Add: Users dialog box
16. In the User ID field, enter Your.User.ID
17. Press Enter
18. Select Your.User.ID
19. Click Apply
20. Click Done. Location : Assign Tasks dialog box
21. Click Save and Close. Location : Implementation Project: XX Workforce Deployment page
22. Click Done. Location : Setup and Maintenance work area, Overview page
23. Click the Assigned Implementation Tasks tab. Location : Assigned Implementation Tasks tab
24. In the Tasks List column, click Sort Ascending
25. Click the All Tasks tab. Location : All Tasks tab
26. Click the Implementation Projects tab. Location: Implementation Projects tab
27. Click XX Workforce Deployment
At this point you should have assigned to yourself all of the assigned tasks for your project.
Maintaining Setup Data
• When setup data of an existing implementation requires

modification that involves significant numbers of tasks and
task lists or has high risk implication in many parts of an
application, maintaining those setup changes through
implementation projects is advisable
Demonstration
• Demonstrate how to Maintain Setup Data by:

o Updating the Status of a Task
o Adding Notes to a Task
Export / Import
• Implementation projects are also the foundation for

identifying what setup data will be exported and imported
from one instance to another
Demonstration
• Demonstrate how to :
o Identify and Select Objects to Export
o Run the Create Export Process Definition
o Retrieve the Exported objects file
Custom Enterprise Scheduler
• Unit 4: Custom Enterprise Scheduler Jobs
• Enterprise Scheduler Job
• Manage Job Definitions
Enterprise Job Scheduler
• An executable job that a user can run or schedule to process

data
• Several predefined jobs exist in Oracle Fusion Applications,
e.g. Maintaining Person Keywords:
o Several attributes of person, employment, and profile records are used as person-search
keywords. Keyword values are copied automatically from the originating records to the
PER_KEYWORDS table, where they are indexed to improve search performance. The
size of your enterprise and the likely volume and frequency of changes to person records
will determine how often you run this process and when; to ensure performance is not
impacted
• The key concepts of Enterprise Job Scheduler are:

o Process or Scheduled Process: A unique submission or run of a job
o Job Definition: The metadata for the job that allows it to be run
o Parameters: Filters that users can set when they submit a process
Manage Job Definitions
• You can optionally update aspects of these custom jobs,

including:
o Editing job display names, for example to use terms that are more familiar to your users.
o Editing parameter display names, using the Prompt field.
o Using the Tooltip Text field to add parameter help text that appears when users focus on
the parameter. For example, you can provide restrictions or considerations specific to
your company's needs
• To edit custom job definitions, access the Manage Job

Definitions page from either:
o The Setup and Maintenance work area. You must select the task that contains the name
of the Java EE application to which the job definition belongs. For example, use the
Manage Custom Enterprise Scheduler Jobs for Payables and Related Applications task for
Oracle Fusion Expenses job definitions
o Oracle Enterprise Manager Fusion Applications Control
Summary
• Summary, topics covered today:

o Oracle Fusion Overview
o Security (Overview)
o Functional Setup Manager
o Custom Enterprise Scheduler Jobs
• Tomorrow, Day Two – Tuesday 23rd April

o Define Enterprise Structures
o Define Workforce Structures
o Define Grades, Jobs and Positions

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Oracle Fusion

• Day One – Monday 22nd April

• Day Two – Tuesday 23rd April

• Day Three – Wednesday 24th April

• Day Four – Thursday 24th April

• Day Five – Friday 25th April

• Learning will be Supported by:

o Oracle Fusion and Fusion HCM Concepts and Features

• Unit 1: Oracle Fusion Overview

• Designed from the ground up, using the latest technology,

KPIs, KPIs, Dashboards,

Oracle Fusion Oracle Fusion Oracle Fusion

KPIs, Dashboards, KPIs, Dashboards, KPIs, Dashboards,

Oracle Fusion Financial Issue & Risk Transaction Configuration

• Reporting and Analysis Tools:

• Before Fusion, Enterprise

• Navigation Menus / Global Area Menus:

• Fully integrated modules for:

• Areas under development:

• Not currently integrated:

• Workforce Deployment: The workforce deployment business

• Profile Management: Profile Management provides a framework

ON-PREMISE PRIVATE CLOUD PUBLIC CLOUD HYBRID CLOUD

• Unit 2: Security (Overview)

• HCM Security is presented as a series of Building Blocks

• Security in Oracle Fusion Applications is role-based, where

• Oracle Fusion Applications define four types of roles:

• Job Role is a generic role,

• Duty roles are specific roles within an

• Data Roles link the user’s

• HCM security profiles are an Oracle

• You assign security profiles to data

• Oracle Identity Management (OIM) manages user access to

Oracle Identity Manager

• Unit 3: Functional Setup Manager

• Functional Setup Manager (FSM) is new to the Fusion Applications Suite,

• FSM provides an end-to-end guided process for managing functional setup

• Primary Users of FSM are:

Oracle Fusion Offerings are:

• Offering Options, generally

• Offering Options & Features

• FSM Dynamically creates an implementation project task List

A set of standard reports Setup and Maintenance >

• Offering Content Guide

ROLE : Application Implementation Manager

ROLE : Functional User (i.e. SMEs)

ROLE : Application Implementation Consultant

• Demonstrate how to:

Complete Activity 1.1: Create an Implementation

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

• When setup data of an existing implementation requires

• Demonstrate how to Maintain Setup Data by:

• Implementation projects are also the foundation for

• Unit 4: Custom Enterprise Scheduler Jobs

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

• The key concepts of Enterprise Job Scheduler are:

• You can optionally update aspects of these custom jobs,

• To edit custom job definitions, access the Manage Job

• Summary, topics covered today:

• Tomorrow, Day Two – Tuesday 23rd April

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