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Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
1 Define Task Define the HCM HCM Y N
Common List configuration of Common
Applications setup tasks that Architectur
Configuration are commonly e
for Human shared across
Capital Oracle Fusion
Management products.
2 Define Task Run a process to HCM HCM Y Y
Synchronizati List populate the Common
on of Users product tables Architectur
and Roles containing user e
from LDAP and role
information with
the users and
roles held in
LDAP. This
process is always
the first
implementation
task but can also
run periodically to
keep the product
tables
synchronized
with subsequent
updates to LDAP.

Page 1 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Run Task Batch process to Global HCM Y Y N N HC HCM /WEB-
User and Synchronize User Human MU UI INF/oracle/ap
Roles and Roles. Resources I ps/hcm/users
Synchronizati /publicEssUi/f
on Process low/SyncUser
RoleFlow.xml
#SyncUserR
oleFlow
2 Define Task Enables users to Application HCM N Y
Security List setup s Security
Synchronizati applications
on Processes security
and synchronization
Preferences processes and
preferences.
3 Manage Task Manage Application HCM N Y Y Y HC HCM faces/FuseO Security Security
Applications applications s Security MU UI verview?fndG Console Console
Security security I lobalItemNod Administrat Administrat
Preferences preferences eId=ASE_FU ion ion
including user SE_SECURI Settings,S Settings,
name generation TY_CONSOL ecurity Security
rules, password E&fndTaskIte Console Console
policy and user mNodeId=AS User User
notification E_ADMIN_W Category Category,
templates. ORKAREA& Security
Console
User

Page 2 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
Category
Notification
s

3 Import Task Schedule import Application HCM N Y N N HC HCM /WEB-


Users and of users and s Security MU UI INF/Schedule
Roles into roles into I Request-
Application Application taskflow.xml#
Security Security tables. ScheduleReq
uest-taskflow
3 Import Task Schedule import Application HCM N Y N N HC HCM /WEB-
User Login of users and s Security MU UI INF/Schedule
History roles into I Request-
Application taskflow.xml#
Security tables. ScheduleReq
uest-taskflow
2 Define Task Create Oracle Com Y Y
Implementati List implementation Middleware mon
on Users users and roles. Extensions
Provision for
implementation Application
users with job s
and data roles.

Page 3 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Create Task Create user Application HCM N Y N N HC HCM faces/FuseO
Implementati accounts for s Security MU UI verview
on Users implementation I
users.

3 Create Task Create a data N Y N N HC HCM /WEB-


Data Role for role based on the MU UI INF/oracle/ap
Implementati Human Capital I ps/hcm/secur
on Users Management ity/ui/flow/Ma
Application nageDataRol
Administrator job esFlow.xml#
role to view all ManageData
security profiles RolesFlow
so a single user
will be able to
perform all
required Human
Capital
Management
setup steps. This
role combines
granted
entitlements with
unrestricted
access to the
setup data
relevant to the

Page 4 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
tasks performed
by this role.

2 Define Task Create and HCM HCM Y Y


Geographies List manage Common
for Human geographies for Architectur
Capital Human Capital e
Management Management.
Examples include
addresses.
3 Manage Task Review and Trading CRM Y Y Y N FS FSC Application
Geography define lookup Community CM MUI Standard
Lookups values that Model UI Lookup
provide choices
related to
geographies,
such as address
validation
methods.
3 Define Task Review and Marketing CRM N Y
File-Based List manage import
Data Import objects, external
file mappings,
and scheduling
import processes

Page 5 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
to import
business objects
from external
data files to
staging tables
and, in most
cases, to final
base tables.
4 Manage File Task Review and Marketing CRM N Y Y Y CR CRM /WEB- File
Import register business MU UI INF/oracle/ap Common
Objects objects, such as I ps/marketing/ Import
sales leads and commonMark Object, File
opportunities, eting/mktImp Common
intended for ort/ui/flow/Cr Import
import from eateImportOb Object
external files. jectTF.xml#C Attribute
reateImportO
bjectTF
4 Manage File Task Create and Marketing CRM Y Y Y Y CR CRM /WEB- File Import
Import maintain maps of MU UI INF/oracle/ap Mapping,
Mappings external source I ps/marketing/ File Import
file columns to commonMark Mapping
target staging eting/mktImp Column,
table columns for ort/ui/flow/Im File Import
use in importing portMapping Object
business objects, TF.xml#Impo
such as sales rtMappingTF

Page 6 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
leads, customers,
contacts, and
sales catalogs.

4 Manage File Task Create and Marketing CRM Y Y N N CR CRM faces/mktImp File Import
Import maintain import MU UI ortWorkArea Activity
Activities activities that I
contain process
criteria, file
mapping, and
schedule to
import external
files containing
business objects,
such as sales
leads, customers,
and contacts, into
staging tables.
3 Load Task Manually load Trading CRM Y Y N N
Geography geography Community
Interface interface data Model
Data before running
the geography
loader.

Page 7 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Load Task Load Chinese HCM HCM N Y N N CR CRM faces/mktImp File Import
Geographies geographies from Country MU UI ortWorkArea Activity
for China a third-party and I
source. Vertical
Extensions
3 Load Task Load US HCM HCM N Y N N HC HCM /WEB- Trading
Geographies geocodes Country MU UI INF/Schedule Community
for US provided by and I Jobset- Master
Vertex, or Vertical taskflow.xml# Reference
another third- Extensions ScheduleJob Geography
party source, into set-taskflow
the geographies
table. This data is
used for address
validation and
regional taxation.
3 Load Task Load Indian HCM HCM N Y N N CR CRM faces/mktImp File Import
Geographies geographies from Country MU UI ortWorkArea Activity
for India a third-party and I
source. Vertical
Extensions
3 Load Task Load Canadian HCM HCM N Y N N HC HCM /WEB-
Geographies geocodes Country MU UI INF/Schedule
for Canada provided by and I Jobset-
Vertex, or Vertical taskflow.xml#
another third- Extensions ScheduleJob

Page 8 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
party source, into set-taskflow
the geographies
table. This data is
used for address
validation and
regional taxation.
3 Run Task Schedule and Trading CRM Y Y N N CR CRM /WEB- Trading
Geography monitor the Community MU UI INF/Schedule Community
Loader process to load Model I Request- Geography
geography data taskflow.xml#
from external ScheduleReq
data providers. uest-taskflow
3 Manage Task Manage Trading CRM Y Y N N CR CRM /WEB- Trading
Geographies geographic Community MU UI INF/oracle/ap Community
entities such as Model I ps/cdm/found Geography
country, state, ation/geograp
province, and hies/publicUi/
city. Manage geoAdmin/flo
geography w/GeoAdmin
hierarchy ManageCoun
structure and triesTF.xml#
validations. GeoAdminMa
nageCountrie
sTF

Page 9 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Run Task Schedule and Trading CRM Y Y N N CR CRM /WEB- Trading
Maintain monitor the Community MU UI INF/Schedule Community
Geography process to verify Model I Request- Geography
Name addresses taskflow.xml#
Referencing against reference ScheduleReq
geography data. uest-taskflow
3 Load Task Load Mexican HCM HCM N Y N N HC HCM /WEB- Trading
Geographies geographies from Country MU UI INF/Schedule Community
for Mexico a third-party and I Request- Master
source. Vertical taskflow.xml# Reference
Extensions ScheduleReq Geography
uest-taskflow
2 Define Task Define the General Finan N Y
Currencies List currencies and Ledger cials
and Currency currency rates
Rates that your
organization does
business in.
3 Manage Task Review and edit Oracle Com Y Y Y N FS FSC /WEB- Application
Currencies ISO standard Middleware mon CM MUI INF/oracle/ap Reference
currencies. Extensions UI ps/fnd/applco Currency
for re/nls/ui/flow/
Application ManageCurre
s nciesTF.xml#
ManageCurre
nciesTF

Page 10 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Manage Task Review and General Finan Y Y Y Y FS FSC /WEB- Conversion
Conversion update existing Ledger cials CM MUI INF/oracle/ap Rate Rule,
Rate Types currency UI ps/financials/ Conversion
conversion generalLedge Rate Type
relationships, and r/currencies/
create new manageRate/
relationships. ui/flow/Curre
ncyRatesMan
agerMainAre
aFlow.xml#C
urrencyRates
ManagerMain
AreaFlow
3 Manage Task Review and General Finan Y Y Y Y FS FSC /WEB- Conversion
Daily Rates update existing Ledger cials CM MUI INF/oracle/ap Rate,
currency daily UI ps/financials/ Conversion
conversion generalLedge Rate Rule
information, and r/currencies/
create new manageRate/
conversion ui/flow/Curre
information. ncyRatesMan
agerMainAre
aFlow.xml#C
urrencyRates
ManagerMain
AreaFlow

Page 11 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
2 Define Task Configure and HCM HCM Y N
Enterprise List represent the Common
Structures for enterprise Architectur
Human structures e
Capital including
Management divisions,
locations, legal
entities, business
units, jobs, and
positions using a
guided process.
Review and add
additional
enterprise
structures as
required.
3 Define Task Use a guided HCM HCM N Y
Initial List process to Configurati
Configuration configure and on
represent the Workbench
enterprise
structures
including
divisions, legal
entities, jobs, and
positions. Review
the requested

Page 12 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
structures and
run an automated
load process to
implement the
workforce
structures.
4 Establish Task Determine the HCM HCM N Y Y Y HC HCM /WEB- Enterprise
Enterprise high-level Configurati MU UI INF/oracle/ap Configurati
Structures structures of the on I ps/hcm/enter on,
enterprise using Workbench priseSetup/co Enterprise
an interview style nfigurations/e Configurati
process. nterpriseStru on
ctures/ui/flow/ Additional
EnterpriseStr Job
ucturesConfi Structure,
gFlow.xml#E Enterprise
nterpriseStru Configurati
cturesConfig on Base,
Flow Enterprise
Configurati
on
Business
Unit,
Enterprise
Configurati
on
Business

Page 13 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
Unit Base,
Enterprise
Configurati
on CD
Matrix,
Enterprise
Configurati
on CD
Matrix
Country,
Enterprise
Configurati
on
Country,
Enterprise
Configurati
on
Division,
Enterprise
Configurati
on Division
Base,
Enterprise
Configurati
on
Enterprise,
Enterprise

Page 14 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
Configurati
on
Function,
Enterprise
Configurati
on Job
Group
Member,
Enterprise
Configurati
on Job
Position
Base,
Enterprise
Configurati
on Job
Position
Global,
Enterprise
Configurati
on Job
Structure,
Enterprise
Configurati
on Legal
Entity,
Enterprise

Page 15 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
Configurati
on Legal
Entity
Base,
Enterprise
Configurati
on
Legislative
Data
Group,
Enterprise
Configurati
on
Location,
Enterprise
Configurati
on
Location
Base,
Enterprise
Configurati
on
Reference
Data Set,
Enterprise
Configurati
on Set

Page 16 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
Assignmen
t Override

3 Define Task Specify how Global HCM N Y


Reference List reference data in Human
Data Sharing the HCM Resources
for Human applications
Capital should be
Management partitioned.
4 Manage Task Review and Oracle Com N Y Y N FS FSC /WEB- Application
Reference manage sets for Middleware mon CM MUI INF/oracle/ap Reference
Data Sets partitioning and Extensions UI ps/fnd/applco Data Set
sharing reference for re/setid/publi
data across Application cUi/flow/Man
organizations. s ageSetIdSets
TF.xml#Mana
geSetIdSetsT
F
3 Manage Task Manage payroll Global HCM N Y Y N FS FSC Application
Payroll costing value Payroll CM MUI Flexfield
Costing sets to validate UI Value Set
Value Sets the content of a
flexfield segment.

Page 17 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Manage Task Configure cost, Global HCM N Y Y N FS FSC Application
Cost offset, default, Payroll CM MUI Key
Allocation suspense, and UI Flexfield
Key Flexfield priority account
key flexfield
structures for
each legislative
data group. You
can reuse key
flexfield
structures for
legislative data
groups that use
the same
segments and
value sets.
3 Manage Task Create and Global HCM N N Y Y HC HCM /WEB- Legislative Legislative
Legislative manage the Human MU UI INF/oracle/ap Data Data
Data Groups legislative data Resources I ps/hcm/legisl Group Group
groups in which ativeDataGro
you separate ups/ui/flow/Le
payroll gislativeData
information within GroupsTaskF
a legal entity. low.xml#Legi
slativeDataGr
oupsTaskFlo
w

Page 18 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Define Task Access your list Global HCM Y Y
Legal List of judicial Human
Jurisdictions authorities and Resources
and create or modify
Authorities attributes
for Human relevant to Oracle
Capital Fusion Human
Management Capital
Management.
Create and
maintain
information for
governing bodies
that operate
within a
jurisdiction.
4 Manage Task Define validation Legal Finan N Y Y N FS FSC Application
Legal Entity and display Entity cials CM MUI Descriptive
Configurator properties of Configurato UI Flexfield
Descriptive descriptive r
Flexfield flexfields for
ledgers.
Descriptive
flexfields are
used to add user-
defined attributes
to entities.

Page 19 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
4 Manage Task Review and Legal Finan N Y Y Y FS FSC /WEB- Financials
Legal Entity maintain lookup Entity cials CM MUI INF/oracle/ap Generic
Configurator values for legal Configurato UI ps/financials/ Lookup
Lookups entities, such as r commonMod
registration codes ules/appsLoo
and legal kups/ui/flow/
functions. ManageGene
ricLookupTF.
xml#Manage
GenericLook
upTF
4 Manage Task Define profile Legal Finan N Y Y N FS FSC Application
Legal Entity option settings Entity cials CM MUI Profile
Configurator and values to Configurato UI Value
Profile control the time r
Options zone based on
the legal entity
location.
4 Manage Task Define the Legal Finan N Y Y Y FS FSC /WEB- Jurisdiction
Legal geographic area Entity cials CM MUI INF/oracle/ap Function,
Jurisdictions or areas for Configurato UI ps/financials/l Legal
which a legal r egalEntity/leg Entity
authority is alEntities/ui/fl Jurisdiction
responsible. ow/Jurisdictio
nSearchFlow.
xml#Jurisdicti
onSearchFlo

Page 20 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
w

4 Manage Task Associate a Legal Finan N Y Y Y FS FSC /WEB- Legal


Legal governing legal Entity cials CM MUI INF/oracle/ap Authority
Authorities body that Configurato UI ps/financials/l Party, Tax
operates within a r egalEntity/leg Authority
jurisdiction to a alEntities/ui/fl Tax Profile
legal entity for ow/LegalAuth
purposes of oritySearchFl
providing legal ow.xml#Legal
reports and AuthoritySear
financial chFlow
statements.
4 Manage Task Create the Legal Finan Y Y Y Y FS FSC /WEB- Legal
Legal address a legal Entity cials CM MUI INF/oracle/ap Address
Addresses entity uses to Configurato UI ps/financials/l for Legal
register with a r egalEntity/leg Entity and
legal authority. alEntities/ui/fl Legal
Legal entities can ow/LegalAddr Reporting
use different essSearchFlo Unit
addresses for w.xml#Legal
different AddressSear
authorities and chFlow
hence, may have

Page 21 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
more than one
registered
address. The
legal address
must be located
within the territory
entered.
3 Define Task Access your Global HCM Y Y Legal
Legal Entities List companies or Human Entity
for Human other registered Resources
Capital legal entities and
Management specify attributes
relevant to Oracle
Fusion Human
Capital
Management.
Create and
maintain
information for
legal entities and
legal reporting
units for business
activities handled
by the Oracle
Fusion
applications.

Page 22 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
4 Manage Task Create and Legal Finan Y Y Y Y FS FSC /WEB- Legal Legal
Legal Entity maintain Entity cials CM MUI INF/oracle/ap Entity Entity
information for Configurato UI ps/financials/l
legal entities and r egalEntity/leg
legal reporting alEntities/ui/fl
units to achieve ow/LegalEntit
legal compliance yUpdateFlow.
for business xml#LegalEnt
activities handled ityUpdateFlo
by the Oracle w
Fusion
applications.
4 Manage Task Define the Legal Finan Y Y Y Y FS FSC /WEB- Legal
Legal Entity identity related Entity cials CM MUI INF/oracle/ap Entity
Registrations details of a legal Configurato UI ps/financials/l Registratio
entity with the r egalEntity/leg n
appropriate alEntities/ui/fl
government or ow/Registrati
legal authorities onSearchFlo
for the purpose of w.xml#Regist
claiming and rationSearch
ensuring legal or Flow
commercial rights
and
responsibilities.

Page 23 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
4 Manage Task Manage legal Global HCM Y Y Y Y HC HCM /WEB- Legal
Legal Entity reporting units, Human MU UI INF/oracle/ap Employer
HCM also known as Resources I ps/hcm/organ Organizati
Information tax reporting izations/core/ on, Legal
units, to group ui/flow/Organi Employer
employee zationsMainA Organizati
records for tax reaFlow.xml# on Unit
and social Organization Classificati
reporting. sMainAreaFl on, Payroll
ow Statutory
Unit
Organizati
on, Payroll
Statutory
Unit
Organizati
on
Classificati
on
4 Manage Task Create and Tax Finan N Y Y Y FS FSC /WEB- Legal
Legal Entity maintain tax cials CM MUI INF/oracle/ap Entity Tax
Tax Profiles profiles that UI ps/financials/t Profile
contain tax ax/configurati
information that on/party/ui/flo
relate to a legal w/LegalEntity
entity's TaxProfileSe
transaction tax archFlow.xml

Page 24 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
activities. #LegalEntityT
axProfileSear
chFlow

4 Manage Task Review and edit Global HCM N Y Y Y HC HCM /WEB- Legal Legal
Legal Entity predefined Payroll MU UI INF/oracle/ap Entity Entity
Calculation calculation cards I ps/hcm/payro
Cards for payroll lls/deductions
statutory units. /personalRec
The payroll ords/publicUi/
process uses the internal/flow/
calculation rules DeductionRe
defined on the cordSearchFl
cards to calculate ow.xml#Dedu
earnings and ctionRecordS
deductions. earchFlow
4 Define Legal Task Define legal HCM HCM Y Y Legal
Reporting List reporting units, Common Reporting
Units for also known as Architectur Unit
Human tax reporting e
Capital units in HCM, for
Management the enterprise to
report on the tax
and social
insurance of
employee

Page 25 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
records.

5 Manage Task Define legal Legal Finan Y Y Y Y FS FSC /WEB- Legal Legal
Legal reporting units Entity cials CM MUI INF/oracle/ap Reporting Reporting
Reporting such as Configurato UI ps/financials/l Unit Unit
Unit branches, r egalEntity/leg
divisions, alEntities/ui/fl
establishments, ow/LegalRep
inventory ortingUnitUpd
organizations, ateFlow.xml#
and physical LegalReporti
locations, which ngUnitUpdate
are components Flow
of legal entities.
5 Manage Task Define the Legal Finan Y Y Y Y FS FSC /WEB- Legal Legal
Legal identity related Entity cials CM MUI INF/oracle/ap Reporting Reporting
Reporting details of a legal Configurato UI ps/financials/l Unit Unit, Legal
Unit reporting unit with r egalEntity/leg Reporting
Registrations the appropriate alEntities/ui/fl Unit
government or ow/Registrati Registratio
legal authorities onSearchFlo n
for the purpose of w.xml#Regist
claiming and rationSearch
ensuring legal or Flow

Page 26 of 206
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Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
commercial rights
and
responsibilities.

5 Manage Task Manage the legal Global HCM N Y Y Y HC HCM /WEB- Tax
Legal entities that Human MU UI INF/oracle/ap Reporting
Reporting employ and pay Resources I ps/hcm/organ Unit
Unit HCM workers in the izations/core/ Organizati
Information enterprise. ui/flow/Organi on, Tax
Review the legal zationsMainA Reporting
employer that reaFlow.xml# Unit
employs workers, Organization Organizati
and the payroll sMainAreaFl on
statutory unit that ow Classificati
pays workers. on
5 Manage Task Review and edit Global HCM N Y Y Y HC HCM /WEB- Legal Legal
Legal predefined Payroll MU UI INF/oracle/ap Reporting Reporting
Reporting calculation cards I ps/hcm/payro Unit Unit
Unit for tax reporting lls/deductions
Calculation units. The payroll /personalRec
Cards process uses the ords/publicUi/
calculation rules internal/flow/
defined on the DeductionRe
cards to calculate cordSearchFl
earnings and ow.xml#Dedu
deductions. ctionRecordS

Page 27 of 206
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Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
earchFlow

3 Define Task Create and General Finan Y Y


Chart of List update account Ledger cials
Accounts for structures used
Enterprise to record
Structures transactions and
maintain account
balances.
4 Manage Task Create new or General Finan N Y Y N FS FSC Application
Chart of review existing Ledger cials CM MUI Flexfield
Accounts value sets for UI Value Set
Value Sets association with a
key flexfield
segment.
4 Manage Task Review and General Finan N Y Y N FS FSC Application
Chart of update existing Ledger cials CM MUI Key
Accounts account UI Flexfield
Structures structures that
support chart of
accounts
structure
instances, which
are used to

Page 28 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
record
transactions and
maintain account
balances, or
create new
account
structures.
4 Manage Task Review and General Finan N Y Y N FS FSC Application
Chart of update existing Ledger cials CM MUI Key
Accounts account structure UI Flexfield
Structure instances used to
Instances record
transactions and
maintain account
balances, or
create new
account structure
sets.
4 Manage Task Review and General Finan N Y Y N FS FSC Application
Chart of update existing Ledger cials CM MUI Flexfield
Accounts groups of values UI Value Set
Value Set assigned to a key
Values flexfield segment,
or create new
groups of values.

Page 29 of 206
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Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
4 Manage Task Review and General Finan N Y Y N FS FSC Application
Account update existing Ledger cials CM MUI Tree
Hierarchies ordered UI
groupings of
accounts, and
create new
groupings.
4 Manage Task Review and General Finan N Y Y Y FS FSC /WEB- Accounting
Accounting update existing Ledger cials CM MUI INF/oracle/ap Calendar
Calendars groupings of UI ps/financials/
accounting generalLedge
periods, and r/calendars/a
create new ccounting/ui/fl
groupings. ow/Calendar
LocalareaFlo
w.xml#Calen
darLocalarea
Flow
3 Define Task Create and Global HCM N Y Primary
Accounting List update a self- Payroll Ledger
Configuration contained set of
s for Human accounting
Capital information
Management meant to contain
transactions.

Page 30 of 206
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Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
4 Manage Task Review and General Finan Y Y Y Y FS FSC /WEB- Primary Ledger
Primary update a self- Ledger cials CM MUI INF/oracle/ap Ledger Configurati
Ledgers contained UI ps/financials/ on Detail,
accounting generalLedge Ledger
information set, r/ledgers/ledg Relationshi
and define new erDefinitions/ p, Primary
information sets. ui/flow/Primar Ledger,
yLedgerCreat Primary
eFlow.xml#Pr Ledger
imaryLedger Configurati
CreateFlow on
4 Assign Legal Task Associate a General Finan N Y Y Y FS FSC /WEB- Ledger
Entities recognized party Ledger cials CM MUI INF/oracle/ap Configurati
with given rights UI ps/financials/ on, Ledger
and generalLedge Configurati
responsibilities by r/ledgers/ledg on Detail,
legislation with an erDefinitions/ Primary
accounting ui/flow/Legal Ledger
configuration. EntityAssign Configurati
mentFlow.xm on
l#LegalEntity
AssignmentFl
ow

Page 31 of 206
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Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
4 Specify Task Define the General Finan Y Y Y Y FS FSC /WEB- Ledger
Ledger various additional Ledger cials CM MUI INF/oracle/ap Configurati
Options attributes for the UI ps/financials/ on, Ledger
ledger. generalLedge Configurati
r/ledgers/ledg on Detail,
erDefinitions/ Primary
ui/flow/Ledge Ledger
rOptionsCons Configurati
olidatedFlow. on
xml#LedgerO
ptionsConsoli
datedFlow
4 Assign Task Associate chart General Finan N Y Y Y FS FSC /WEB- Ledger
Balancing of account Ledger cials CM MUI INF/oracle/ap Configurati
Segment segment values UI ps/financials/ on Detail,
Values to to a legal entity generalLedge Legal
Legal Entities where r/ledgers/ledg Entity
transactions will erDefinitions/ Balancing
be balanced for ui/flow/Legal Segment
each of the EntityBSVAs Values,
values in the signmentFlo Primary
segment. w.xml#Legal Ledger
EntityBSVAs Configurati
signmentFlo on
w

Page 32 of 206
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Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
4 Assign Task Associate chart General Finan N Y Y Y FS FSC /WEB- Ledger
Balancing of account Ledger cials CM MUI INF/oracle/ap Configurati
Segment segment values UI ps/financials/ on Detail,
Values to to a ledger where generalLedge Ledger
Ledger transactions will r/ledgers/ledg Segment
be balanced for erDefinitions/ Value
each of the ui/flow/Ledge Assignmen
values in the rBSVAssign t, Primary
segment. mentFlow.xm Ledger
l#LedgerBSV Configurati
AssignmentFl on
ow
4 Manage Task Review and General Finan N Y Y Y FS FSC /WEB- Journal
Reporting update a self- Ledger cials CM MUI INF/oracle/ap Inclusion
Currencies contained UI ps/financials/ Rule,
accounting generalLedge Ledger
information set r/ledgers/ledg Configurati
that differs in erDefinitions/ on, Ledger
currency from the ui/flow/Ledge Configurati
primary ledger, rReportingCu on Detail,
and define new rrencyFlow.x Ledger
information sets. ml#LedgerRe Relationshi
portingCurren p, Primary
cyFlow Ledger
Configurati
on

Page 33 of 206
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Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Define Task Access your Global HCM Y Y Business
Business List business units Human Unit
Units for and specify units Resources
Human and attributes
Capital relevant to Oracle
Management Fusion Human
Capital
Management.
Create and
maintain
information on
units of an
enterprise to
allow for flexible
implementation,
to provide a
consistent entity
for controlling
and reporting on
transactions, and
to be an anchor
for the sharing of
sets of reference
data across
applications.

Page 34 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
4 Manage Task Create and Financials Finan Y Y Y Y HC HCM /WEB- Business Business
Business Unit maintain Common cials MU UI INF/oracle/ap Unit Unit
information on Module I ps/financials/
units of an commonMod
enterprise to ules/business
allow for flexible Units/ui/flow/
implementation, BuSearchFlo
to provide a w.xml#BuSea
consistent entity rchFlow
for controlling
and reporting on
transactions, and
to be an anchor
for the sharing of
reference data
sets across
applications.
4 Manage Task Assign reference Financials Finan N Y Y Y HC HCM /WEB- Business
Business Unit data, which Common cials MU UI INF/oracle/ap Unit Set
Set represents Module I ps/financials/ Assignmen
Assignment business rules commonMod t
and policies, to ules/business
business units. Units/ui/flow/
BuSetAssign
mentFlow.xm
l#BuSetAssig
nmentFlow

Page 35 of 206
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Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Define Task Configure Global HCM Y Y
Workforce List structures to Human
Structures represent the Resources
management and
operating
requirements of
the enterprise.
Define the
structures to
support and
represent
workers using
jobs, positions,
and grades.
4 Manage Task Create and Global HCM N Y Y Y HC HCM /WEB- Legislative Legislative
Legislative manage the Human MU UI INF/oracle/ap Data Data
Data Groups legislative data Resources I ps/hcm/legisl Group Group
groups in which ativeDataGro
you separate ups/ui/flow/Le
payroll gislativeData
information within GroupsTaskF
a legal entity. low.xml#Legi
slativeDataGr
oupsTaskFlo
w

Page 36 of 206
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Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
4 Manage Task Manage value Global HCM N Y Y N FS FSC /WEB- Application
Value Sets sets to validate Human CM MUI INF/oracle/ap Flexfield
for Global the content of a Resources UI ps/fnd/applco Value Set
Human flexfield segment re/flex/vst/ui/
Resources for Global Human publicFlow/M
Resources. anageValueS
etsTF.xml#M
anageValueS
etsTF
4 Define Task Define Global HCM N Y
Organization List organizations Human
Structures such as internal Resources
divisions and
departments, and
external
organizations
such as disability
organizations.
Create
hierarchies to
view the
operating,
reporting, legal,
and financial
structures of the
enterprise.

Page 37 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
5 Manage Task Define validation Global HCM N Y Y N FS FSC Application
Organization and display Human CM MUI Descriptive
Structure properties of Resources UI Flexfield
Descriptive descriptive
Flexfields flexfields for
organizations.
Descriptive
flexfields are
used to add user-
defined attributes
to entities.
5 Manage Task Define properties Global HCM N Y Y N FS FSC Application
Organization of extensible Human CM MUI Extensible
Structure flexfields to Resources UI Flexfield
Extensible extend attributes
Flexfields for organizations.
Extensible
flexfields are
used to collect
multiple contexts
within the same
flexfield.
5 Manage Task Review and HCM HCM N Y Y N FS FSC Application
Organization maintain lookup Country CM MUI Common
Structures values for and UI Lookup
Lookups for organization Vertical
China structures, such Extensions

Page 38 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
as enterprise
category.

5 Manage Task Review and HCM HCM N Y Y N FS FSC Application


Organization maintain lookup Country CM MUI Common
Structures values for and UI Lookup
Lookups for organization Vertical
France structures, such Extensions
as organization
nature and
location type.
5 Manage Task Review and Global HCM N Y Y Y HC HCM /WEB- Enterprise
Enterprise update Human MU UI INF/oracle/ap
HCM information Resources I ps/hcm/organ
Information associated to the izations/core/
enterprise, such ui/flow/Enterp
as default work riseManageFl
day information. ow.xml#Enter
priseManage
Flow

Page 39 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
5 Manage Task Review Global HCM N Y Y Y HC HCM /WEB- Employme Employme
Actions predefined Human MU UI INF/oracle/ap nt Action nt Action,
actions that track Resources I ps/hcm/actio Reason Employme
changes to data, ns/setup/publ nt Action
and create new icUi/flow/Setu Reason,
ones pActionsUIM Employme
ainArea.xml# nt Action
SetupActions Reason
UIMainArea Usage
5 Manage Task Review Global HCM N Y Y Y HC HCM /WEB- Employme Employme
Action predefined action Human MU UI INF/oracle/ap nt Action nt Action,
Reasons reasons that Resources I ps/hcm/actio Reason Employme
track changes to ns/setup/publ nt Action
data, and create icUi/flow/Setu Reason,
new ones. pActionReas Employme
onsUIMainAr nt Action
ea.xml#Setup Reason
ActionReaso Usage
nsUIMainAre
a
5 Manage Task Review and Global HCM N Y Y N FS FSC Application
Location maintain lookup Human CM MUI Common
Lookups values for Resources UI Lookup
locations, such
as address types.

Page 40 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
5 Manage Task Create and Global HCM N Y Y Y HC HCM /WEB- Location Location,
Locations manage the Human MU UI INF/oracle/ap Location
locations relevant Resources I ps/hcm/locati Address
to your ons/ui/flow/lo Usage,
enterprise. For cation_task_fl Location
example, create ow.xml#locati Detail
the locations on_task_flow
where people
work as well as
the locations of
your external
organizations.
5 Manage Task Global HCM N Y Y N FS FSC Application
Organization Human CM MUI Common
Lookups Resources UI Lookup

5 Manage Task Create and Global HCM N Y Y Y HC HCM /WEB- Division Division,
Divisions manage the Human MU UI INF/oracle/ap Division
organizations that Resources I ps/hcm/organ Organizati
represent lines of izations/core/ on Unit
business in the ui/flow/Divisio Classificati
enterprise. nsManageFlo on
w.xml#Divisio
nsManageFlo
w

Page 41 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
5 Manage Task Create and Global HCM N Y Y Y HC HCM /WEB- Departmen Departmen
Departments manage the Human MU UI INF/oracle/ap t t,
organizations to Resources I ps/hcm/organ Departmen
which workers izations/core/ t
can be assigned. ui/flow/Depart Organizati
mentsManag on Unit
eFlow.xml#D Classificati
epartmentsM on
anageFlow
5 Manage Task Create and Global HCM N Y N N HC HCM /WEB- Organizati
Department manage Human MU UI INF/oracle/ap on Tree
Trees hierarchies for Resources I ps/hcm/trees/
departments to ui/flow/Mana
view the internal geDepartmen
structures of the tTreesFlow.x
workforce. ml#ManageD
epartmentTre
esFlow
5 Manage Task Create and Global HCM N Y Y Y HC HCM /WEB- Reporting Reporting
Reporting manage Human MU UI INF/oracle/ap Establishm Establishm
Establishmen organizations for Resources I ps/hcm/organ ent ent,
ts statutory and izations/core/ Reporting
regulatory ui/flow/Report Establishm
reporting used by ingEstablish ent
government mentsManag Classificati
agencies. eFlow.xml#R on
eportingEsta

Page 42 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
blishmentsM
anageFlow

5 Manage Task Create and Global HCM N Y Y Y HC HCM /WEB- Disability Disability
Disability manage the Human MU UI INF/oracle/ap Organizati Organizati
Organization organizations to Resources I ps/hcm/organ on on,
s which you izations/core/ Disability
register ui/flow/Disabil Organizati
disabilities for ityOrganizatio on Unit
workers. nsManageFlo Classificati
w.xml#Disabil on
ityOrganizatio
nsManageFlo
w
5 Manage Task Review and HCM HCM N Y Y N FS FSC Application
Employment maintain lookup Country CM MUI Common
Office values for and UI Lookup
Lookups for employment Vertical
Saudi Arabia office. Extensions
5 Manage Task Create and Global HCM N Y N N HC HCM /WEB- Organizati
Organization manage Human MU UI INF/oracle/ap on Tree
Trees hierarchies of Resources I ps/hcm/trees/
organizations to ui/flow/Mana
view the geOrganizati

Page 43 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
structures of the onTreesFlow.
enterprise. xml#Manage
Organization
TreesFlow

5 Manage Task Review and HCM HCM N Y Y N FS FSC Application


Organization maintain lookup Country CM MUI Common
Structures values for and UI Lookup
Lookups for organization Vertical
Kuwait structures, such Extensions
as organization
nature and
location type.
5 Manage Task Review and HCM HCM N Y Y N FS FSC Application
Organization maintain lookup Country CM MUI Common
Structures values for and UI Lookup
Lookups for organization Vertical
Qatar structures, such Extensions
as employer
category and
sector.
4 Define Task Define the Global HCM N Y
Collective List structures to Human
Agreements support and Resources
represent
bargaining units,
unions and

Page 44 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
collective
agreements for
workers.

5 Manage Task Manage Global HCM N Y Y N FS FSC Application


Bargaining Bargaining Unit Human CM MUI Common
Unit Lookup Lookup Resources UI Lookup

5 Manage Task Create and Global HCM N Y Y Y HC HCM /WEB- Worker Worker
Worker manage the Human MU UI INF/oracle/ap Union Union
Unions unions of which Resources I ps/hcm/organ
workers can be izations/core/
members. ui/flow/Worke
rUnionsMana
geFlow.xml#
WorkerUnion
sManageFlo
w
5 Manage Task Create, Edit, Global HCM N Y Y Y HC HCM /WEB- Collective Collective
Collective Delete Collective Human MU UI INF/oracle/ap Agreement Agreement
Agreements Agreement Resources I ps/hcm/collec
information tiveAgreeme
nts/ui/flow/Co
llectiveAgree

Page 45 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
mentTF.xml#
CollectiveAgr
eementTF

4 Define Task Configure Global HCM Y Y


Grades List assignment Human
grades, rates, Resources
and the grade
ladder structure
according to the
compensation
requirements of
your business.
5 Manage Task Review and Global HCM Y Y Y N FS FSC Application
Assignment maintain lookup Human CM MUI Common
Grade values for Resources UI Lookup
Lookups grades, such as
grade pay rate
types.
5 Manage Task Define validation Global HCM Y Y Y N FS FSC Application
Grade and display Human CM MUI Descriptive
Descriptive properties of Resources UI Flexfield
Flexfields descriptive
flexfields for
grades.
Descriptive

Page 46 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
flexfields are
used to add user-
defined attributes
to entities.

5 Manage Task Create and Global HCM Y Y Y Y HC HCM /WEB- Assignmen Assignmen
Grades manage Human MU UI INF/oracle/ap t Grade t Grade,
assignment Resources I ps/hcm/work Assignmen
grades based on Structures/gr t Grade
grades, steps, ades/ui/flow/ Step
and assignment GradeTaskFl
grade rates. ow.xml#Grad
eTaskFlow
5 Manage Task Create and Global HCM Y Y Y Y HC HCM /WEB- Assignmen Assignmen
Grade Rates manage Human MU UI INF/oracle/ap t Grade t Grade
assignment Resources I ps/hcm/work Rate Rate,
grade rates. Structures/gr Assignmen
ades/ui/flow/ t Grade
GradeRateTa Rate Value
skFlow.xml#
GradeRateTa
skFlow

Page 47 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
5 Manage Task Create and Global HCM Y Y Y Y HC HCM /WEB- Assignmen Assignmen
Grade manage the Human MU UI INF/oracle/ap t Grade t Grade
Ladders assignment Resources I ps/hcm/work Ladder Ladder,
grade ladder Structures/gr Assignmen
hierarchy. Use ades/ui/flow/ t Grade
either grades and GradeLadder Ladder
grade rates or TaskFlow.xml Grade,
grade steps and #GradeLadde Assignmen
step rates. rTaskFlow t Grade
Step Rate,
Assignmen
t Grade
Step Rate
Value
4 Define Jobs Task Create jobs and Global HCM N Y
and Positions List positions to Human
represent roles in Resources
your enterprise
model, which
enable you to
associate tasks
and individuals
who perform
those tasks. Add
valid grades,
evaluation criteria
and profiles as

Page 48 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
required by your
business model.

5 Manage Task Define validation Global HCM N Y Y N FS FSC Application


Workforce and display Human CM MUI Descriptive
Structures properties of Resources UI Flexfield
Descriptive descriptive
Flexfields flexfields for the
workforce
structures objects
jobs and
positions.
Descriptive
flexfields are
used to add user-
defined attributes
to entities.
5 Manage Task Define properties Global HCM N Y Y N FS FSC Application
Workforce of extensible Human CM MUI Extensible
Structures flexfields to Resources UI Flexfield
Extensible extend attributes
Flexfields for the workforce
structures objects
jobs and
positions.

Page 49 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
Extensible
flexfields are
used to collect
multiple contexts
within the same
flexfield.
5 Manage Job Task Review and HCM HCM N Y Y N FS FSC Application
Lookups for maintain lookup Country CM MUI Common
US values for US and UI Lookup
jobs, such as Vertical
office and clerical Extensions
and
manufacturing.
5 Manage Job Task Review and HCM HCM N Y Y N FS FSC Application
Lookups for maintain lookup Country CM MUI Common
France values for jobs, and UI Lookup
such as job Vertical
codes. Extensions
5 Manage Job Task Review and Global HCM N Y Y N FS FSC Application
Lookups maintain lookup Human CM MUI Common
values for jobs, Resources UI Lookup
such as job
function and
management
level.

Page 50 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
5 Manage Job Task Create and Global HCM N Y Y Y HC HCM /WEB- HR Job HR Job
Families manage job Human MU UI INF/oracle/ap Family Family
families used for Resources I ps/hcm/work
reporting Structures/jo
purposes or bs/ui/flow/Job
determining cross FamilyTaskFl
job qualifications. ow.xml#JobF
amilyTaskFlo
w
5 Manage Job Task Create and Global HCM N Y Y Y HC HCM /WEB- HR Job HR Job,
manage jobs. Human MU UI INF/oracle/ap HR Job
Resources I ps/hcm/work Evaluation,
Structures/jo HR Job
bs/ui/flow/Job Valid
sMainTaskFl Grade
ow.xml#Jobs
MainTaskFlo
w
5 Manage Task Review and Global HCM N Y Y N FS FSC Application
Position maintain lookup Human CM MUI Common
Lookups values for Resources UI Lookup
positions, such
as hiring status
and security
clearance code.

Page 51 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
5 Manage Task Create and Global HCM N Y Y Y HC HCM /WEB- Position Position,
Positions manage Human MU UI INF/oracle/ap Position
positions. Resources I ps/hcm/work Evaluation
Structures/po Criteria,
sitions/ui/flow Position
/PositionsMai Valid
nTaskFlow.x Grade
ml#Positions
MainTaskFlo
w
5 Manage Task Manage the HCM Global HCM N Y Y Y HC HCM /WEB- HCM
HCM Position position Human MU UI INF/oracle/ap Position
Hierarchy hierarchy. Resources I ps/hcm/work Hierarchy
Structures/po
sitions/ui/flow
/PositionsMai
nTaskFlow.x
ml#Positions
MainTaskFlo
w
5 Manage Task Create and Global HCM N Y N N HC HCM /WEB- Organizati
Position manage Human MU UI INF/oracle/ap on Tree
Trees hierarchies of Resources I ps/hcm/trees/
positions to ui/flow/Mana
provide a view of gePositionTr
position reporting eesFlow.xml#
across your ManagePositi

Page 52 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
organization. onTreesFlow

4 Configure Task Configure Global HCM N Y Y Y HC HCM /WEB- Seniority


Seniority seniority dates. Human MU UI INF/oracle/ap Date Rule
Dates Resources I ps/hcm/empl
oyment/setup
/ui/flow/Senio
rityDateSetup
sTF.xml#Seni
orityDateSetu
psTF
2 Configure Task Configure and HCM HCM N Y
Bulk Data List run HCM data- Configurati
Loads loading on
processes. Workbench

3 Configure Task Configure HCM HCM HCM N Y


HCM Data List Data Loader Configurati
Loader on
Workbench

Page 53 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
4 Configure Task Review and HCM HCM N Y N N HC HCM /WEB-
HCM Data update the Configurati MU UI INF/oracle/ap
Loader default on I ps/hcm/com
configuration Workbench mon/dataLoa
parameters that der/ui/flow/Da
control the taLoaderConf
behavior of the igurationTask
import and load Flow.xml#Dat
of bulk data. aLoaderConfi
gurationTask
Flow
4 Import and Task Import and load HCM HCM N Y N N HC HCM /WEB-
Load HCM HCM business Configurati MU UI INF/oracle/ap
Data objects using on I ps/hcm/com
HCM Data Workbench mon/dataLoa
Loader. der/ui/flow/Im
portLoadFlow
.xml#ImportL
oadFlow
3 Configure Task Configure HCM HCM HCM N Y
HCM List Spreadsheet Configurati
Spreadsheet Data Loader on
Data Loader Templates Workbench

Page 54 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
4 Manage Task Enable job and HCM HCM N Y Y Y HC HCM /WEB- Spreadshe Spreadshe
Spreadsheet abstract roles to Configurati MU UI INF/oracle/ap et et
Business maintain on I ps/hcm/com Business Business
Object spreadsheet Workbench mon/dataLoa Object Object
Access templates for der/ui/flow/Bu Security Security
HCM sinessObject Mapping Mapping
Spreadsheet SecurityFlow.
Data Loader xml#Busines
business objects. sObjectSecur
ityFlow
4 Manage Task Maintain HCM HCM N Y Y Y HC HCM /WEB- HCM HCM
Spreadsheet spreadsheet Configurati MU UI INF/oracle/ap Spreadshe Spreadshe
Templates templates for bulk on I ps/hcm/com et Data et Data
data loading with Workbench mon/dataLoa Loader Loader
HCM der/ui/flow/La Template Template,
Spreadsheet youtManageF HCM
Data Loader. low.xml#Layo Spreadshe
utManageFlo et Data
w Loader
Template
Attribute,
HCM
Spreadshe
et Data
Loader
Template
Instruction,

Page 55 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
HCM
Spreadshe
et Data
Loader
Template
Object,
HCM
Spreadshe
et Data
Loader
Template
Parameter,
HCM
Spreadshe
et Data
Loader
Template
Role Map,
HCM
Spreadshe
et Data
Loader
Template
Source
Attribute

Page 56 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
2 Define Task Set up and Profile HCM Y Y
Workforce List maintain content Manageme
Profiles types, properties, nt
and values, as
well as profile
types, that can be
associated with
person profiles
and model
profiles.
3 Define Task Review Profile HCM N Y
Talent Profile List predefined Manageme
Settings information for nt
profiles, such as
lookups,
descriptive
flexfields, and
notifications, and
update as
needed.
4 Manage Task Review and Profile HCM N Y Y N FS FSC Application
Workforce maintain lookup Manageme CM MUI Common
Profile values for nt UI Lookup
Lookups profiles, such as
reasons for risk
of loss, travel
frequency, and

Page 57 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
competency
evaluation types.

4 Manage Task Manage value Profile HCM N Y Y N FS FSC /WEB- Application


Workforce sets to validate Manageme CM MUI INF/oracle/ap Flexfield
Profile Value the content of a nt UI ps/fnd/applco Value Set
Sets flexfield segment. re/flex/vst/ui/
publicFlow/M
anageValueS
etsTF.xml#M
anageValueS
etsTF
4 Manage Task Define validation Profile HCM N Y Y N FS FSC Application
Workforce and display Manageme CM MUI Descriptive
Profile properties of nt UI Flexfield
Descriptive descriptive
Flexfields flexfields for
profiles.
Descriptive
flexfields are
used to add
custom attributes
to entities.

Page 58 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
4 Manage Task Enable or disable Profile HCM N Y Y Y HC HCM /WEB- Talent Talent
Talent talent Manageme MU UI INF/oracle/ap Notification Notification
Notifications management nt I ps/hcm/talent Configurati Configurati
notifications. /setup/ui/flow/ on on
NotificationS
etupFlow.xml
#Notification
SetupFlow
4 Manage Task Select the roles Profile HCM N Y Y Y HC HCM /WEB- Feedback Feedback
Feedback that can view Manageme MU UI INF/oracle/ap Visibility Visibility
Visibility feedback notes, nt I ps/hcm/social
and configure the /profiles/publi
default settings. cUi/common
Notes/flow/C
ommonNotes
SetupFlow.x
ml#Common
NotesSetupFl
ow
3 Define Task Create and Profile HCM N Y
Talent Profile List update content Manageme
Content library nt
information, such
as content types,
content items,
educational
establishments,

Page 59 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
and subscribers
to the content
library. Set up
rating models.

4 Manage Task Create and Profile HCM N Y Y Y HC HCM /WEB- Talent Talent
Profile Rating update models Manageme MU UI INF/oracle/ap Profile Profile
Models for rating the nt I ps/hcm/profil Rating Rating
performance, es/contentLib Model Category,
potential, and rary/publicUi/f Talent
proficiency level low/ManageR Profile
of workers. atingModelFl Rating
ow.xml#Man Level,
ageRatingMo Talent
delFlow Profile
Rating
Model
4 Manage Task Create and Profile HCM N Y Y Y HC HCM /WEB- Educationa Educationa
Educational update a list of Manageme MU UI INF/oracle/ap l l
Establishmen educational nt I ps/hcm/profil Establishm Establishm
ts establishments es/contentLib ent ent
that your workers rary/ui/flow/S
have attended, choolFlow.xm
including high l#SchoolFlow
schools, colleges,
universities, and
professional

Page 60 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
schools.

4 Manage Task Create and Profile HCM N Y Y Y HC HCM /WEB- Talent Talent
Profile update the Manageme MU UI INF/oracle/ap Profile Profile
Content different types of nt I ps/hcm/profil Content Content
Types information to es/contentLib Type Type,
track in profiles. rary/ui/flow/M Talent
Create and anageConten Profile
update the fields tTypeFlow.x Content
that appear for ml#ManageC Type
each content type ontentTypeFl Property,
when you set up ow Talent
a content item of Profile
that type, and the Content
attributes of Type
those fields. Relationshi
p
4 Manage Task Review Profile HCM N Y Y Y HC HCM /WEB- Talent Talent
Content subscriber codes Manageme MU UI INF/oracle/ap Profile Profile
Subscribers for applications nt I ps/hcm/profil Content Content
that use the es/contentLib Subscriber, Subscriber,
content library rary/ui/flow/M Talent Talent
and the specified anageConten Profile Profile
content types for tSourceFlow. Subscriber Subscriber

Page 61 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
each application. xml#Manage
Set up new ContentSourc
content eFlow
subscriptions.

4 Manage Task Create and Profile HCM N Y Y Y HC HCM /WEB- Talent Talent
Profile update items for Manageme MU UI INF/oracle/ap Profile Profile
Content content types. nt I ps/hcm/profil Content Content
Items es/contentLib Item Item,
rary/ui/flow/M Talent
anageConten Profile
tItemFlow.xm Content
l#ManageCo Item
ntentItemFlo Rating
w Description
, Talent
Profile
Content
Item
Relationshi
p
4 Manage Task Create and Profile HCM N Y Y Y HC HCM /WEB- Talent Talent
Profile Item update item Manageme MU UI INF/oracle/ap Profile Profile
Catalog catalogs for nt I ps/hcm/profil Catalog Catalog
Profile es/contentLib Content Content
Management rary/ui/flow/M Item,Talent Item,
upgrade. anageConten Profile Talent

Page 62 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
tTypeValueS Catalog Profile
etFlow.xml# Content Catalog
ManageCont Item Content
entTypeValu Rating Item
eSetFlow Description Rating
,Talent Description
Profile Item , Talent
Catalog Profile Item
Catalog
3 Define Task Define profile Profile HCM N Y
Talent List types for person Manageme
Profiles and model nt
profiles using
content types
defined in the
content library.
Set up instance
qualifiers.
4 Manage Task Create and Profile HCM N Y Y Y HC HCM /WEB- Talent Talent
Profile Types update templates Manageme MU UI INF/oracle/ap Profile Profile
for creating nt I ps/hcm/profil Type Type,
person and job es/setup/ui/fl Talent
profiles. ow/ManageP Profile
rofileTypeFlo Type
w.xml#Mana Relations,
geProfileTyp Talent
eFlow Profile

Page 63 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
Type
Section,
Talent
Profile
Type
Section
Property,
Talent
Profile
Type
Summary
Text
4 Manage Task Create and Profile HCM N Y Y Y HC HCM /WEB- Talent Talent
Instance update the Manageme MU UI INF/oracle/ap Instance Instance
Qualifiers qualifiers that nt I ps/hcm/profil Qualifier Qualifier,
identify unique es/setup/ui/fl Set Talent
occurrences of ow/ManageQ Instance
the same profile ualifierSetFlo Qualifier
item. w.xml#Mana Set
geQualifierSe
tFlow
2 Manage Task Review and Global HCM N Y Y N FS FSC Application
HCM LDAP manage the Human CM MUI Profile
User Account attributes that Resources UI Value
Options control the
synchronization
options for HCM

Page 64 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
and LDAP
accounts.

2 Define Task Review and Global HCM Y N


Features by List update the Payroll
Country or country
Territory extension,
address style,
and address
validation
settings for each
country or
territory in the
enterprise.
3 Manage Task Review and Global HCM N N Y Y HC HCM /WEB- Legislation
Features by update the Payroll MU UI INF/oracle/ap Payroll
Country or country I ps/hcm/legco Product
Territory extension, nfig/setup/pu
address style, blicUi/flow/M
and address anagePayroll
validation LicenseMain
settings for each AreaFlow.xml
country or #ManagePay
territory in the rollLicenseM
enterprise. ainAreaFlow

Page 65 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
2 Manage Task Manage HCM HCM N N N N HC HCM /WEB-
HCM electronic Common MU UI INF/oracle/ap
Electronic signatures to be Architectur I ps/hcm/check
Signature used in HCM e lists/responsi
Configuration features such as ve/flow/Docu
s Onboarding signSetup.xm
l#DocusignS
etup
1 Define Task Configure your Global HCM Y N
Common List business Human
HCM processes and Resources
Configuration events, define
workforce
behavior such as
availability, and
configure extract
information such
as HR and
benefits data.
2 Define Task Review and Global HCM Y Y
Workforce List update Human
Records predefined Resources
values, such as
lookups,
flexfields, and
profile options,
that control the

Page 66 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
content and
behavior of
person and
employment
information.
3 Manage Task Manage value Global HCM N Y Y N FS FSC /WEB- Application
Value Sets sets to validate Human CM MUI INF/oracle/ap Flexfield
for Global the content of a Resources UI ps/fnd/applco Value Set
Human flexfield segment re/flex/vst/ui/
Resources for Global Human publicFlow/M
Resources. anageValueS
etsTF.xml#M
anageValueS
etsTF
3 Define Task Configure Global HCM N Y
Availability List calendar events Human
and work Resources
schedules to
determine worker
availability.
4 Manage Task Review and Global HCM N Y Y N FS FSC Application
Availability maintain lookup Human CM MUI Common
Lookups values for Resources UI Lookup
availability, such
as calendar event
categories and
work schedule

Page 67 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
resource types.

4 Manage Task Review and edit Global HCM N Y N N HC HCM /WEB- Organizati
Geography geographic Human MU UI INF/oracle/ap on Tree
Trees hierarchies for Resources I ps/hcm/trees/
use with calendar ui/flow/Mana
events. Define geGeographi
new hierarchies. cTreesFlow.x
ml#ManageG
eographicTre
esFlow
4 Manage Task Review and edit Global HCM N Y Y Y HC HCM /WEB- Calendar Calendar
Calendar calendar events, Human MU UI INF/oracle/ap Event Event,
Events which impact Resources I ps/hcm/abse Calendar
worker nceManagem Event
availability, and ent/calendar Coverage
define new Events/ui/flo
events. Define w/calendarEv
calendar event ent-task-flow-
coverage by definition.xml
assigning events #calendarEve
to geographic or nt-task-flow-
organizational definition
hierarchies.

Page 68 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
4 Review Task Review the Global HCM N Y Y Y HC HCM /WEB- Calendar Calendar
Calendar coverage of Human MU UI INF/oracle/ap Event Event
Events calendar events Resources I ps/hcm/abse
Coverage to workers. nceManagem
ent/calendar
Events/ui/flo
w/caleventrev
iew-task-flow-
definition.xml
#caleventrevi
ew-task-flow-
definition
4 Manage Task Review and edit Global HCM N Y Y Y HC HCM /WEB- Shift
Work Shifts work shifts, which Human MU UI INF/oracle/ap
determine Resources I ps/hcm/abse
periods of work nceManagem
times. Define ent/workSche
new work shifts. dules/ui/flow/
shift-flow-
definition.xml
#shift-flow-
definition
4 Manage Task Review and edit Global HCM N Y Y Y HC HCM /WEB- Workday
Work workday patterns, Human MU UI INF/oracle/ap Pattern
Workday which repeat a Resources I ps/hcm/abse
Patterns collection of shifts nceManagem
over a period of ent/workSche

Page 69 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
time. Define new dules/ui/flow/
patterns. pattern-flow-
definition.xml
#pattern-flow-
definition
4 Manage Task Review and edit Global HCM N Y Y Y HC HCM /WEB- Schedule
Work work schedules. Human MU UI INF/oracle/ap
Schedules Define new Resources I ps/hcm/abse
schedules using nceManagem
patterns, ent/workSche
calendar events, dules/ui/flow/
and other schedule-
exceptions that flow-
impact working definition.xml
times. #schedule-
flow-definition
4 Manage Task Review and edit Global HCM N Y Y Y HC HCM /WEB- HCM
Resource deviations in Human MU UI INF/oracle/ap Resource
Exceptions availability from Resources I ps/hcm/abse Exception
work schedules nceManagem
such as, time off ent/workSche
or work time. dules/ui/flow/
Resource schedule-
exceptions are flow-
created and definition.xml
thereafter added #schedule-
to only a specific flow-definition

Page 70 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
schedule or
schedule
assignment.

4 Manage Task Configure Global HCM N Y Y Y HC HCM /WEB- HCM HCM


Work exceptions and Human MU UI INF/oracle/ap Schedule Schedule
Schedule eligibility profiles Resources I ps/hcm/abse Eligibility,H Eligibility,
Exceptions on work nceManagem CM HCM
schedules. ent/workSche Schedule Schedule
Review and dules/ui/flow/ Exception Exception
define deviations schedule-
in availability flow-
from a schedule, definition.xml
and optionally #schedule-
attach an flow-definition
eligibility profile to
a schedule in
order to limit
eligible workers
for schedule
assignment, such
as restricting
some work
schedules to only
workers in
France.

Page 71 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
4 Manage Task Allows Global HCM N Y Y Y HC HCM /WEB- Work Resource
Work management of Human MU UI INF/oracle/ap Schedule Exception,
Schedule work schedule Resources I ps/hcm/empl Assignmen Work
Assignment assignments for oyment/work t Schedule
Administratio workers. Schedules/ui/ Assignmen
n flow/schedule t, Work
mainarea- Schedule
flow- Resource
definition.xml Exception
#schedulema
inarea-flow-
definition
3 Define Task Review and Global HCM N Y
Person List update lookups, Human
Record flexfields, and Resources
Values profile options for
person
information.
4 Manage Task Review and Global HCM N Y Y N FS FSC Application
Person maintain lookup Human CM MUI Common
Lookups values for Resources UI Lookup
person, such as
contact and
address types.

Page 72 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
4 Manage Task Review and HCM HCM N Y Y N FS FSC Application
Person maintain lookup Country CM MUI Common
Lookups for values for a and UI Lookup
US person, such as Vertical
I-9 status. Extensions
4 Manage Task Review and HCM HCM N Y Y N FS FSC Application
Person maintain lookup Country CM MUI Common
Lookups for values for a and UI Lookup
China person, such as Vertical
hukou type and Extensions
technical title.
4 Manage Task Review and HCM HCM N Y Y N FS FSC Application
Person maintain lookup Country CM MUI Common
Lookups for values for a and UI Lookup
United Arab person, such as Vertical
Emirates occupations, Extensions
sponsor types,
and sponsor
relationship.
4 Manage Task Manage Person HCM HCM N Y Y N FS FSC Application
Person Lookups for Country CM MUI Common
Lookups for Qatar and UI Lookup
Qatar Vertical
Extensions

Page 73 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
4 Manage Task Review and HCM HCM N Y Y N FS FSC Application
Person maintain lookup Country CM MUI Common
Lookups for values for a and UI Lookup
France person, such as Vertical
representation Extensions
type and previous
placement.
4 Manage Task Define validation Global HCM N Y Y N FS FSC Application
Person and display Human CM MUI Descriptive
Descriptive properties of Resources UI Flexfield
Flexfields descriptive
flexfields for
person.
Descriptive
flexfields are
used to add user-
defined attributes
to entities.
4 Manage Task Define properties Global HCM N Y Y N FS FSC Application
Person of extensible Human CM MUI Extensible
Extensible flexfields to Resources UI Flexfield
Flexfield extend attributes
for Person.
Extensible
flexfields are
used to collect
multiple contexts

Page 74 of 206
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Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
within the same
flexfield.

4 Manage Task Define profile Global HCM N Y Y N FS FSC Application


Workforce option settings Human CM MUI Profile
Records and values to Resources UI Value
Profile Option control behavior
Values for workforce
records, such as
whether users
see person
names in local or
global formats.
4 Manage Task Review and edit Global HCM N Y Y Y HC HCM /WEB- HR Name HR Name
Person Name predefined Human MU UI INF/oracle/ap Format Format
Formats person name Resources I ps/hcm/peopl
formats that e/setup/ui/flo
determine the w/NameForm
components of a atFlow.xml#N
person's name. ameFormatFl
Define new ow
person formats.

Page 75 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
4 Manage Task Review and edit Global HCM N Y Y Y HC HCM /WEB- Person Person
Person predefined Human MU UI INF/oracle/ap Type Type
Types person types that Resources I ps/hcm/peopl
represent e/setup/ui/flo
different groups w/PersonTyp
of people in your eFlow.xml#P
enterprise. Define ersonTypeFlo
new person w
types.
4 Manage Task Review and edit Global HCM N Y Y Y HC HCM /WEB- HR Name HR Name
Person Name predefined Human MU UI INF/oracle/ap Style Style, HR
Styles person name Resources I ps/hcm/peopl Name
styles that e/setup/ui/flo Style Task
determine the w/NameStyle
name attributes Flow.xml#Na
for a country. meStyleFlow
Define new
person name
styles.
4 Manage Task Review and HCM HCM N Y Y N FS FSC Application
Person maintain lookup Country CM MUI Common
Lookups for values for a and UI Lookup
Germany person. Vertical
Extensions

Page 76 of 206
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Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
4 Manage Task Review and HCM HCM N Y Y N FS FSC Application
Person maintain lookup Country CM MUI Common
Lookups for values for a and UI Lookup
Kuwait person. Vertical
Extensions
4 Manage Task Review and HCM HCM N Y Y N FS FSC Application
Person maintain lookup Country CM MUI Common
Lookups for values for a and UI Lookup
Netherlands person. Vertical
Extensions
4 Manage Task Review and HCM HCM N Y Y N FS FSC Application
Person maintain lookup Country CM MUI Common
Lookups for values for a and UI Lookup
Other person. Vertical
Countries Extensions
4 Manage Task Review and HCM HCM N Y Y N FS FSC Application
Person maintain the Country CM MUI Common
Lookups for lookup values for and UI Lookup
India Benefits type Vertical
which allows Extensions
customers to
create their own
lookup value as
required for their
business
practice.

Page 77 of 206
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Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
4 Manage Task Manage Person HCM HCM N Y Y N FS FSC Application
Person Lookups for UK Country CM MUI Common
Lookups for and UI Lookup
UK Vertical
Extensions
3 Define Task Review and Global HCM N Y
Employment List update lookups, Human
Record flexfields, and Resources
Values profile options for
employment
information.
4 Manage Task Review Global HCM N Y Y N FS FSC Application
Work Terms predefined Human CM MUI Common
and lookup values for Resources UI Lookup
Assignment employment
Lookups terms and
assignments,
such as user
person types and
worker
categories, and
create new
values.

Page 78 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
4 Manage Task Review Global HCM N Y Y N FS FSC Application
Assignment predefined Human CM MUI Common
Responsibilit lookup values for Resources UI Lookup
y Lookups assignment
responsibility
types, such as
benefits
representative
and union
representative,
and create new
values.
4 Manage Task Review and Global HCM N Y Y N FS FSC Application
Employment maintain lookup Human CM MUI Common
Contract values for Resources UI Lookup
Lookups employment
contracts, such
as contract type
and status.
4 Manage Task Review Global HCM N Y Y N FS FSC Application
Termination predefined Human CM MUI Common
Lookups lookup values for Resources UI Lookup
terminations and
define new
values.

Page 79 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
4 Manage Task Create extended Global HCM N Y Y Y HC HCM /WEB- HCM HCM
Extended lookup codes and Human MU UI INF/oracle/ap Extended Extended
Lookup associate them Resources I ps/hcm/com Lookup Lookup
Codes with the lookup mon/extende Code Code
codes that exist dLookups/ui/f
for a lookup type, low/Extended
for example, to LookupCode
meet statutory MainAreaTF.
requirements. xml#Extende
dLookupCod
eMainAreaTF
4 Manage Task Define validation Global HCM N Y Y N FS FSC Application
Employment and display Human CM MUI Descriptive
Descriptive properties of Resources UI Flexfield
Flexfields descriptive
flexfields for
employment.
Descriptive
flexfields are
used to add user-
defined attributes
to entities.
4 Manage Task Define properties Global HCM N Y Y N FS FSC Application
Employment of extensible Human CM MUI Extensible
Extensible flexfields to Resources UI Flexfield
Flexfields extend attributes
for Employment.

Page 80 of 206
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Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
Extensible
flexfields are
used to collect
multiple contexts
within the same
flexfield.
4 Manage Task Map workforce Global HCM N Y Y Y HC HCM /WEB- Person Person
Assignment structures' Human MU UI INF/oracle/ap Assignmen Assignmen
Flexfield flexfields to a Resources I ps/hcm/empl t Flexfield t Flexfield
Mapping worker's oyment/core/ Mapping Mapping
assignment publicUi/flow/
flexfields. FlexfieldMap
pingsTF.xml#
FlexfieldMap
pingsTF
4 Manage Task Define profile Global HCM N Y Y N FS FSC Application
Workforce option settings Human CM MUI Profile
Records and values to Resources UI Value
Employment control
Profile Option employment
Values behavior, such as
whether to
enforce users to
use valid grades.

Page 81 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
4 Manage Task Review and HCM HCM N Y Y N FS FSC Application
Employment maintain lookup Country CM MUI Common
Lookups for values for a and UI Lookup
France person, such as Vertical
hire reason and Extensions
pension category.
4 Manage Task Review and HCM HCM N Y Y N FS FSC Application
Reporting maintain lookup Country CM MUI Common
Lookups for values required and UI Lookup
France for reporting such Vertical
as hiring and Extensions
termination
reasons.
4 Manage Task Review Global HCM N Y Y Y HC HCM /WEB- Person Person
Assignment predefined Human MU UI INF/oracle/ap Assignmen Assignmen
Status assignment Resources I ps/hcm/empl t Status t Status
statuses that oyment/setup Type Type
control the HR /ui/flow/Setup
and payroll status AssignmentS
values. Define tatusUI.xml#
new status SetupAssign
names for the mentStatusUI
predefined
assignment
statuses.

Page 82 of 206
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Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
4 Manage Task Review and HCM HCM N Y Y N FS FSC Application
Employment maintain Country CM MUI Common
Lookups for employment and UI Lookup
Other lookup values. Vertical
Countries Extensions
3 Define Task Review and Global HCM N Y
Environment, List update lookups Human
Health and and flexfields for Resources
Safety environment,
health, and safety
information.
4 Manage Task Review and Global HCM N Y Y N FS FSC Application
Environment, maintain lookup Human CM MUI Common
Health and values for Resources UI Lookup
Safety environment,
Lookups health, and
safety, such as
disability types
and statuses.
4 Manage Task Define validation Global HCM N Y Y N FS FSC Application
Environment, and display Human CM MUI Descriptive
Health and properties of Resources UI Flexfield
Safety descriptive
Descriptive flexfields for
Flexfields environment,
health, and
safety.

Page 83 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
Descriptive
flexfields are
used to add user-
defined attributes
to entities.
3 Define Task Review Global HCM N Y
Documents List predefined Human
document types Resources
and create new
ones as
necessary. Store
information on
documents such
as work permits,
visas, and upload
electronic
versions of
documents as
attachments.
4 Manage Task Review and Global HCM N Y Y N FS FSC Application
Document maintain lookup Human CM MUI Common
Lookups values for Resources UI Lookup
documents, such
as document
categories and
document
subcategories.

Page 84 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
4 Manage Task Define validation Global HCM N Y Y N FS FSC Application
Document and display Human CM MUI Descriptive
Descriptive properties of Resources UI Flexfield
Flexfields descriptive
flexfields for
documents.
Descriptive
flexfields are
used to add user-
defined attributes
to entities.
4 Manage Task Review Global HCM N Y Y Y HC HCM /WEB- HR HR
Document predefined Human MU UI INF/oracle/ap Document Document
Types document types Resources I ps/hcm/docu Type Delivery
and create new mentsOfReco Default
document types rd/setup/ui/flo Preference
as necessary. w/MainAreaFl , HR
ow.xml#Main Document
AreaFlow Type
3 Schedule Task Schedule Global HCM N Y
Processes for List processes that Human
Portrait control person- Resources
Gallery search behavior
and the display of
search results.

Page 85 of 206
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Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
4 Schedule Task Specify when to Global HCM N Y N N HC HCM /WEB- Person
Person update stored Human MU UI INF/oracle/ap
Keyword keywords for Resources I ps/hcm/perso
Crawler person search. n/search/publ
icEssUi/flow/
KeyWordCra
wlerTaskFlow
.xml#KeyWor
dCrawlerTas
kFlow
4 Run Task Run to update Global HCM N Y N N HC HCM /WEB- Person
Person stored keywords Human MU UI INF/oracle/ap
Keyword for person Resources I ps/hcm/perso
Crawler search. n/search/publ
icEssUi/flow/
KeyWordCra
wlerTaskFlow
.xml#KeyWor
dCrawlerTas
kFlow
3 Define Task Configure Global HCM N Y
Workforce List eligibility criteria Human
Eligibility and profiles for Resources
Profiles use in the
checklists, work
schedules, and
collective

Page 86 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
agreements.

4 Manage Task Create and Benefits HCM N Y Y Y HC HCM /WEB- Benefit Benefit
Eligibility update MU UI INF/oracle/ap Eligibility Eligibility
Profiles combinations of I ps/hcm/planD Profile Profile
required and esigns/plans/
optional criteria to ui/flow/PlanD
evaluate eligibility esignSetupFl
for compensation ow.xml#Plan
objects. DesignSetup
Flow
3 Manage Task Review and Global HCM N Y
Gallery List update person Human
Portrait gallery Resources
configuration.

4 Edit Task Edit Public Global HCM N Y Y Y HC HCM /WEB- Portrait Portrait
Public Settings is the Human MU UI INF/oracle/ap Preference Preference
Settings ability to control Resources I ps/hcm/peopl s s
which Portrait e/portrait/ui/fl
cards or card ow/ManageP
content is ortraitPrefere
updatable by a ncesFlow.xml

Page 87 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
user and what #ManagePort
the default setting raitPreferenc
is for the Portrait esFlow
card or card
content.
4 Manage Task Enter and Global HCM N Y Y Y HC HCM /WEB- Portrait Portrait
Gallery maintain the Human MU UI INF/oracle/ap Message Message
Administratio system Resources I ps/hcm/peopl
n Messages messages that e/portrait/ui/fl
are shown in the ow/PortraitAd
Gallery and minMessage
Portrait pages. Flow.xml#Por
traitAdminMe
ssageFlow
2 Define Task Configure HCM HCM N N
Workforce List business Configurati
Business processes to on
Processes better meet Workbench
and Events working practices
of the enterprise.
Use the events
infrastructure to
raise events
when processes
reach key points.
Configure
checklists to

Page 88 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
manage
processes that
use standard
tasks.

3 Define Task Configure HCM HCM N Y


Profile List eligibility criteria Common
Eligibility and profiles for Architectur
participants and e
their dependents.
4 Manage Task Create and Benefits HCM N Y Y Y HC HCM /WEB- Benefit Benefit
Eligibility update MU UI INF/oracle/ap Eligibility Eligibility
Profiles combinations of I ps/hcm/planD Profile Profile
required and esigns/plans/
optional criteria to ui/flow/PlanD
evaluate eligibility esignSetupFl
for compensation ow.xml#Plan
objects. DesignSetup
Flow
3 Define Task Configure Global HCM N Y
Checklists List checklist Human
templates and Resources
checklist tasks.
Link checklist
templates to
actions to

Page 89 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
allocate them to
persons
automatically
when they
experience the
action. Use
eligibility profiles
to allocate tasks
as necessary.
4 Manage Task Define validation Global HCM N Y Y N FS FSC Application
Checklist and display Human CM MUI Descriptive
Descriptive properties of Resources UI Flexfield
Flexfields descriptive
flexfields for
checklists.
Descriptive
flexfields are
used to add user-
defined attributes
to entities.
4 Manage Task Review Global HCM N Y Y Y HC HCM /WEB- Employme Employme
Actions predefined Human MU UI INF/oracle/ap nt Action nt Action,
actions that track Resources I ps/hcm/actio Reason Employme
changes to data, ns/setup/publ nt Action
and create new icUi/flow/Setu Reason,
ones pActionsUIM Employme
ainArea.xml# nt Action

Page 90 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
SetupActions Reason
UIMainArea Usage

4 Manage Task Review Global HCM N Y Y Y HC HCM /WEB- Employme Employme


Action predefined action Human MU UI INF/oracle/ap nt Action nt Action,
Reasons reasons that Resources I ps/hcm/actio Reason Employme
track changes to ns/setup/publ nt Action
data, and create icUi/flow/Setu Reason,
new ones. pActionReas Employme
onsUIMainAr nt Action
ea.xml#Setup Reason
ActionReaso Usage
nsUIMainAre
a
4 Manage Task Create checklist Global HCM N Y Y Y HC HCM /WEB- HR HR
Checklist templates and Human MU UI INF/oracle/ap Checklist Checklist,
Template checklist tasks. Resources I ps/hcm/check HR
Link checklist lists/ui/flow/C Checklist
templates to hecklistsMain Contacts,
actions to AreaFlow.xml HR
allocate them to #ChecklistsM Checklist
persons ainAreaFlow Contents,
automatically HR
when they Checklist
experience the Task, HR

Page 91 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
action. Link Content
eligibility profiles Definition,
to tasks to HR Task
allocate tasks Dependen
based on cy, HR
eligibility criteria. Task
Notification
4 Manage Task Review and Global HCM N Y Y N FS FSC Application
Checklist maintain lookup Human CM MUI Common
Lookups values for Resources UI Lookup
checklists, such
as checklist
category
3 Manage Task Manage Feature Global HCM N N N N HC HCM /WEB-
Feature Upgrades Payroll MU UI INF/oracle/ap
Upgrades I ps/hcm/proce
ssFlows/com
mon/publicUi/
flow/FlowDyn
amicRegionT
F.xml#FlowD
ynamicRegio
nTF

Page 92 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
2 Define Task Define and Global HCM N N
Payroll List configure objects, Payroll
Interface such as lookups Interface
and flexfields, for
inbound and
outbound
interface with
third-party payroll
providers.
3 Define Task Manage Global HCM Y N
Payroll List Business Objects Payroll
Interface for Payroll Interface
Business Interface
Definitions
4 Manage Task Review and Global HCM Y N Y N FS FSC Application
Payroll maintain lookup Payroll CM MUI Common
Interface values for Payroll Interface UI Lookup
Lookups interface.

4 Manage Task Define properties Global HCM Y N Y N FS FSC Application


Payroll of flexfields to Payroll CM MUI Extensible
Interface expand attributes Interface UI Flexfield
Extensible for certain objects
Flexfields in the payroll
interface

Page 93 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
2 Define Task Extract HR and HCM HCM N Y
Extracts List payroll data from Configurati
the database, on
transform the Workbench
extract results to
the desired
format, and
distribute the
output using
different delivery
modes.
3 Manage Task Review and HCM HCM N Y Y N FS FSC Application
HCM Extract maintain lookup Configurati CM MUI Common
Lookups values for on UI Lookup
extracts, such as Workbench
extract types.
3 Manage Task Review HCM HCM N Y Y Y HC HCM /WEB- HCM HCM
HCM Extract predefined Configurati MU UI INF/oracle/ap Extract Extract
Definitions extract definitions on I ps/hcm/extra Definition Attribute,
that enable you Workbench cts/setup/ui/fl HCM
to extract data ow/ExtractsS Extract
from the etupTaskFlo Attribute
database, w.xml#Extrac Conditional
transform extract tsSetupTask Action,
results to the Flow HCM
desired format, Extract
and distribute the Attribute

Page 94 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
output using Conditional
different delivery Replaceme
modes. Create nt, HCM
new extract Extract
definitions. Data
Group,
HCM
Extract
Data
Group
Connection
, HCM
Extract
Data
Group
Criteria,
HCM
Extract
Data
Group
Record,
HCM
Extract
Definition,
HCM
Extract
Delivery

Page 95 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
Option,
HCM
Extract
Delivery
Option
Detail,
HCM
Extract
Parameter,
HCM
Extract
Record
Exclusion
Rule, HCM
Extract
Record
Sort Order,
HCM
Extract
Record
and
Attribute
Action,
HCM
Extract
Report
Category,

Page 96 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
HCM
Extract
Report
Category
Componen
t, HCM
Extract
Report
Definition,
HCM
Extract
Report
Group
3 Manage Task Review the Global HCM N Y Y Y HC HCM /WEB- Payroll Payroll
Payroll Flow predefined best Payroll MU UI INF/oracle/ap Flow Flow
Patterns practice payroll I ps/hcm/proce Definition Definition,
flow patterns and ssFlows/setu Payroll
create new p/ui/flow/Sear Flow
patterns. chPayrollFlo Definition
wsTF.xml#Se Checklists,
archPayrollFl Payroll
owsTF Flow
Definition
Interaction
s, Payroll
Flow
Definition

Page 97 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
Parameter
s, Payroll
Flow
Definition
Task
Parameter
s, Payroll
Flow Task
2 Manage Task Configure mobile Tap for Com N Y N N FS FSC /WEB-
Tablet application clients Oracle mon CM MUI INF/oracle/ap
Application to enable tap Application UI ps/fnd/applco
Configuration capabilities for s re/profiles/ui/f
Oracle Fusion low/ManageP
business objects. rofilesTF.xml
#profiles_tas
k-flow-
definition
2 Set Up Task Create and edit Cash Finan Y Y
Banks, List banks, branches, Manageme cials
Branches, and accounts nt
and Accounts used throughout
the applications.

Page 98 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Manage Task Create and edit Cash Finan Y Y Y Y FS FSC /WEB- Bank Bank
Banks banks. Manageme cials CM MUI INF/oracle/ap General General
nt UI ps/financials/ Information Information
cashManage
ment/bankRe
lationships/ui/
flow/Manage
BankMainAre
aFlow.xml#M
anageBankM
ainAreaFlow
3 Manage Task Create and edit Cash Finan Y Y Y Y FS FSC /WEB- Bank
Bank bank branches. Manageme cials CM MUI INF/oracle/ap Branch,
Branches nt UI ps/financials/ Bank
cashManage Branch
ment/bankRe General
lationships/ui/ Information
flow/Manage
BranchMainA
reaFlow.xml#
ManageBran
chMainAreaF
low

Page 99 of 206
Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Manage Task Create and edit Cash Finan Y Y Y Y FS FSC /WEB- Bank
Bank bank accounts. Manageme cials CM MUI INF/oracle/ap Account,
Accounts nt UI ps/financials/ Bank
cashManage Account
ment/bankRe Checkbook
lationships/ui/ , Bank
flow/BankAcc Account
ountMainAre Grant,
aFlow.xml#B Bank
ankAccountM Account
ainAreaFlow Payment
Document,
Bank
Account
Payment
Document
Category,
Bank
Account
Transactio
n Creation
Rule, Bank
Account
Use, Bank
General
Ledger
Account

Page 100 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
1 Define Task Configure HR Global HCM N Y
Payroll List and payroll setup Payroll
Legislations data for a new
legislation using
predefined
templates.
2 Configure Task Configure Global HCM Y Y Y Y HC HCM /WEB- Legislation Legislation
Payroll legislative data, Payroll MU UI INF/oracle/ap Balance Balance
Legislations such as currency I ps/hcm/legco Dimension, Dimension,
and element nfig/setup/pu Legislation Legislation
classifications, for blicUi/flow/In Balance Balance
countries or putLegislatio Type,Legis Type,
territories for n.xml#InputL lation Legislation
which Oracle egislation Componen Componen
does not provide t t Group,
a predefined Group,Legi Legislation
country slation Element
extension. Element Classificati
Classificati on,
on,Legislati Legislation
on Payment
Payment Type,
Type,Legis Legislation
lation Payroll
Payroll Product,
Relationshi Legislation
p Payroll

Page 101 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
Rule,Legisl Relationshi
ation p Rule,
Payroll Legislation
Relationshi Payroll
p Type Relationshi
Mapping p Type
Mapping
2 Configure Task Configure Global HCM Y Y Y Y HC HCM /WEB- Payroll Payroll
Legislations legislative data, Human MU UI INF/oracle/ap Element Element
for Human such as currency Resources I ps/hcm/legco Classificati Classificati
Resources and element nfig/setup/pu on on
classifications, for blicUi/flow/In
countries or putLegislatio
territories for n.xml#InputL
which Oracle egislation
does not provide
a predefined
country
extension.
1 Define Task Review Global HCM N Y Legislative
Payroll List predefined Payroll Data
business rules for Group
payroll
processing,
including rules for
pay frequency,
payment

Page 102 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
methods, and
other functions.
Create earning
and deductions
elements, and
additional rules,
as required.
2 Define Task Review Global HCM N Y
Payroll List predefined Payroll
Business payroll lookup
Definitions values, profile
options, and
flexfields.
3 Manage Task Review and Global HCM N Y Y N FS FSC Application
Payroll maintain lookup Payroll CM MUI Common
Lookups values for payroll, UI Lookup
such as element
entry reason.
3 Manage Task Review and HCM HCM N Y Y N FS FSC Application
Payroll maintain lookup Country CM MUI Common
Lookups for values for and UI Lookup
UK earnings and Vertical
deductions, such Extensions
as the SCON.

Page 103 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Manage Task Manage value Global HCM N Y Y N FS FSC Application
Payroll Value sets to validate Payroll CM MUI Flexfield
Sets the content of a UI Value Set
flexfield segment.

3 Manage Task Define validation Global HCM N Y Y N FS FSC Application


Descriptive and display Payroll CM MUI Descriptive
Flexfields for properties of UI Flexfield
Payroll descriptive
flexfields for
payroll.
Descriptive
flexfields are
used to add
attributes to
entities.
3 Manage Task Define properties Global HCM N Y Y N FS FSC Application
Extensible of extensible Payroll CM MUI Extensible
Flexfields for flexfields to UI Flexfield
Payroll extend attributes
for certain objects
in Payroll.
Extensible
flexfields are
used to collect
multiple contexts
within the same

Page 104 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
flexfield.

3 Manage Task Define profile Global HCM N Y Y N FS FSC Application


Payroll option settings Payroll CM MUI Profile
Employment and values to UI Value
Hierarchy control what to
Profile Option display for
Values persons at each
level of the
payroll
employment
hierarchy, such
as payroll
relationships,
terms, and
assignments.
2 Define Task Review Global HCM N Y
Payment List predefined Payroll
Methods payment types,
organization
payment
methods, and
third-party
payment

Page 105 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
methods and
create new
methods as
needed.

3 Set Up Task Create and edit Cash Finan Y Y


Banks, List banks, branches, Manageme cials
Branches, and accounts nt
and Accounts used throughout
the applications.
4 Manage Task Create and edit Cash Finan Y Y Y Y FS FSC /WEB- Bank Bank
Banks banks. Manageme cials CM MUI INF/oracle/ap General General
nt UI ps/financials/ Information Information
cashManage
ment/bankRe
lationships/ui/
flow/Manage
BankMainAre
aFlow.xml#M
anageBankM
ainAreaFlow
4 Manage Task Create and edit Cash Finan Y Y Y Y FS FSC /WEB- Bank
Bank bank branches. Manageme cials CM MUI INF/oracle/ap Branch,
Branches nt UI ps/financials/ Bank
cashManage Branch
ment/bankRe General

Page 106 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
lationships/ui/ Information
flow/Manage
BranchMainA
reaFlow.xml#
ManageBran
chMainAreaF
low
4 Manage Task Create and edit Cash Finan Y Y Y Y FS FSC /WEB- Bank
Bank bank accounts. Manageme cials CM MUI INF/oracle/ap Account,
Accounts nt UI ps/financials/ Bank
cashManage Account
ment/bankRe Checkbook
lationships/ui/ , Bank
flow/BankAcc Account
ountMainAre Grant,
aFlow.xml#B Bank
ankAccountM Account
ainAreaFlow Payment
Document,
Bank
Account
Payment
Document
Category,
Bank
Account
Transactio

Page 107 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
n Creation
Rule, Bank
Account
Use, Bank
General
Ledger
Account
3 Manage Task Review Global HCM N Y Y Y HC HCM /WEB- Organizati Organizati
Organization predefined Payroll MU UI INF/oracle/ap on on
Payment organization I ps/hcm/payro Payment Payment
Methods payment lls/payments/ Method Method,
methods and setup/ui/flow/ Organizati
create new Organization on
methods and PaymentMet Payment
their payment hodFlow.xml Method
sources. #Organizatio Rule,
nPaymentMe Organizati
thodFlow on
Payment
Method
Source
2 Define Pay Task Review Global HCM N Y
Frequency List predefined rules Payroll
that control
payroll frequency
and other
aspects of a pay

Page 108 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
run, and create
new rules.

3 Manage Task Review the Global HCM N Y Y Y HC HCM /WEB- Payroll Payroll
Consolidation consolidation Payroll MU UI INF/oracle/ap Consolidati Consolidati
Groups groups assigned I ps/hcm/payro on Group on Group
to payroll lls/core/ui/flo
definitions and w/Consolidati
create new onSetFlow.x
groups. They let ml#Consolida
you process the tionSetFlow
results from more
than one payroll
in a single action.
3 Manage Task Create and Global HCM N Y Y Y HC HCM /WEB- Payroll Payroll
Payroll update payroll Payroll MU UI INF/oracle/ap Definition Definition,
Definitions definitions that I ps/hcm/payro Payroll
specify the lls/core/ui/flo Time
payment w/ManagePa Period,
frequency, yrollMainArea Payroll
processing .xml#Manage Validate
schedule, and PayrollMainA Payment
other parameters. rea Method

Page 109 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Manage Task Review Global HCM N Y Y Y HC HCM /WEB- Payroll Payroll
Time predefined time Payroll MU UI INF/oracle/ap Time Time
Definitions definitions and I ps/hcm/timeD Definition, Definition,
create or update efinitions/ui/fl Payroll Payroll
static and ow/ManageTi Time Time
dynamic intervals meDefinitions Definition Definition
of time for use in Flow.xml#Ma Usage Usage
event definitions. nageTimeDef
initionsFlow
3 Manually Task Manually create Global HCM N Y N N HC HCM Manual
Create objects, such as Payroll MU UI Creation of
Objects elements, which I Objects
do not have
migration
services.
2 Define Task Review Global HCM N Y
Fast List predefined Payroll
Formulas formulas used for
validation to
perform
calculations.
Review
predefined table
structures.
Create new
formulas and
user-defined

Page 110 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
tables.

3 Manage Task Review the Global HCM N Y Y Y HC HCM /WEB- HCM User- HCM User-
User-Defined predefined table Payroll MU UI INF/oracle/ap Defined Defined
Tables structures and I ps/hcm/userT Table Table,
create and ables/ui/flow/ HCM User-
update new user- UserTablesM Defined
defined table ainAreaFlow. Table User
structures. xml#UserTab Column,
lesMainArea HCM User-
Flow Defined
Table User
Column
Instance,
HCM User-
Defined
Table User
Row
3 Manage Task Review Global HCM N Y Y Y HC HCM /WEB- Fast Fast
Fast predefined Payroll MU UI INF/oracle/ap Formula Formula,
Formulas formulas and I ps/hcm/formu Fast
create new ones las/core/ui/flo Formula
to validate or w/FormulaSe Function,
calculate data for archFlow.xml Fast

Page 111 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
benefits, human #FormulaSea Formula
resources, rchFlow Global
absences, or
payroll.

2 Define Task Review Global HCM N Y


Balance List definitions of Payroll
Definitions predefined
balances and
create new
definitions,
including
assigning
dimensions and
feeds.
3 Manage Task Review the Global HCM N Y Y Y HC HCM /WEB- Payroll Payroll
Balance predefined Payroll MU UI INF/oracle/ap Balance Balance
Definitions balance I ps/hcm/payro Definition Definition,
definitions and lls/balances/s Payroll
create new ones etup/ui/flow/B Balance
as needed, alancesDefini Dimension
including tionsMainFlo Context
specifying w.xml#Balan Usage,
assigned cesDefinition Payroll
dimensions and sMainFlow Balance
feeds. Feed,
Payroll

Page 112 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
Defined
Balance

3 Manage Task Review the Global HCM N Y Y Y HC HCM /WEB- Payroll Payroll
Balance predefined Payroll MU UI INF/oracle/ap Balance Balance
Groups balance groups I ps/hcm/payro Group Group
and create new lls/balances/s
ones as needed, etup/ui/flow/B
including alanceGroup
specifying sSearchFlow.
balance xml#Balance
definitions, GroupsSearc
restrictions, and hFlow
usages.
3 Manage Task Review the Global HCM N Y Y Y HC HCM /WEB- Payroll Payroll
Balance predefined Payroll MU UI INF/oracle/ap Balance Balance
Group balance group I ps/hcm/payro Group Group
Usages usages and lls/balances/s Usage Usage
create new ones etup/ui/flow/B
as needed, alanceGroup
including UsagesSearc
specifying how hFlow.xml#B
the balance alanceGroup
values are UsagesSearc
formatted and hFlow

Page 113 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
sequenced.

3 Manage Task Review and Global HCM N Y Y Y HC HCM /WEB- Payroll Payroll
Balance create conditions Payroll MU UI INF/oracle/ap Balance Balance
Exceptions used to run the I ps/hcm/payro Exception Exception
exception report. lls/balances/e
These conditions xceptions/ui/fl
define the ow/BalanceE
boundaries of xception.xml#
normal payroll BalanceExce
processing. ption
3 Manage Task Review and Global HCM N Y Y Y HC HCM /WEB- Payroll Payroll
Balance create named Payroll MU UI INF/oracle/ap Balance Balance
Exception sets of conditions I ps/hcm/payro Exception Exception
Reports used to run the lls/balances/e Report Report
exception report. xceptions/ui/fl
These conditions ow/BalanceE
define the xceptionRepo
boundaries of rt.xml#Balanc
normal payroll eExceptionR
processing. eport

Page 114 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
2 Define Task Review Global HCM N Y
Earning and List definitions of Payroll
Deduction predefined
Definitions elements and
deduction cards
and create new
definitions.
3 Manage Task Review and Global HCM N Y Y Y HC HCM /WEB- Payroll Payroll
Element update element Payroll MU UI INF/oracle/ap Element Element
Classification classifications, I ps/hcm/payro Classificati Classificati
s which control lls/elements/s on on
how elements are etup/ui/flow/E
processed and lementsClass
the balances they ificationSearc
feed. hFlow.xml#El
ementsClassi
ficationSearc
hFlow
3 Manage Task Review Global HCM N Y Y Y HC HCM /WEB- Payroll Payroll
Elements predefined Payroll MU UI INF/oracle/ap Element Deduction
earnings and I ps/hcm/payro Type Autoindirec
deduction lls/elements/s t, Payroll
elements and etup/ui/flow/E Element
create new ones, lementSearc Criteria,
using a hMainAreaFl Payroll
questionnaire ow.xml#Elem Element
that automatically entSearchMa Eligibility,

Page 115 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
generates the inAreaFlow Payroll
related balances, Element
formulas, and Eligibility
other Input
components. Value,
Payroll
Element
Frequency
Rule,
Payroll
Element
Input
Value,
Payroll
Element
Span
Usage,
Payroll
Element
Template
Instance,
Payroll
Element
Template
Rule
Value,
Payroll

Page 116 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
Element
Type,
Payroll
Formula
Result
Rule,
Payroll
Retro
Componen
t Usage,
Payroll
Status
Processing
Rule,
Payroll
Sub
Classificati
on Rule
3 Manage Task Review the tables Global HCM N Y Y Y HC HCM /WEB- Payroll Payroll
Calculation that hold the Payroll MU UI INF/oracle/ap Deduction Deduction
Value rates and values I ps/hcm/payro Calculation Allow
Definitions used to calculate lls/deductions Override,
earnings, /values/ui/flo Payroll
deductions and w/RangeSetu Deduction
exemption pTF.xml#Ran Calculation
amounts. Create geSetupTF , Payroll
new calculation Deduction

Page 117 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
definitions as Calculation
needed. Group,
Payroll
Deduction
Calculation
Type,
Payroll
Deduction
Range
Item
3 Manage Task Review and HCM HCM N Y Y N FS FSC Application
Payroll maintain lookup Country CM MUI Common
Lookups for values for and UI Lookup
China earnings and Vertical
deductions, such Extensions
as the social
security account
status change
reason.
3 Load Task Load US tax HCM HCM N Y Y Y HC HCM /WEB- Payroll Payroll
Payroll Tax information at the Country MU UI INF/Schedule Deduction Deduction
Information federal, state, and I Request- Calculation Calculation
for US county, and city Vertical taskflow.xml# Unit Unit
level into the DIR, Extensions ScheduleReq
such as the uest-taskflow
Vertex monthly
data file. This

Page 118 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
data is used in
payroll processes
and reports.

3 Load Task Load Canadian HCM HCM N Y Y Y HC HCM /WEB- Payroll Payroll
Payroll Tax tax information at Country MU UI INF/Schedule Deduction Deduction
Information the federal and and I Request- Calculation Calculation
for Canada provincial level Vertical taskflow.xml# Unit Unit
into the DIR, Extensions ScheduleReq
such as the uest-taskflow
Vertex monthly
data file. This
data is used in
payroll processes
and reports.
3 Manage Task Review the Global HCM N Y Y Y HC HCM /WEB- Payroll Payroll
Payroll definitions of Payroll MU UI INF/oracle/ap Deduction Deduction
Calculation predefined I ps/hcm/payro Calculation Calculation
Information earnings and lls/deductions Method,Pa Method,
deductions. /setup/ui/flow/ yroll Payroll
DeductionSet Deduction Deduction
upTF.xml#De Calculation Calculation
ductionSetup Part,Payrol Part,
TF l Deduction Payroll
Calculation Deduction
Unit,Payrol Calculation

Page 119 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
l Deduction Unit,
Context Payroll
Usage,Pay Deduction
roll Context
Deduction Usage,
Report Payroll
Use,Payrol Deduction
l Deduction Report
Type,Payr Use,
oll Payroll
Taxability Deduction
Rule Type,
Payroll
Taxability
Rule
3 Manage Task Review the rules Global HCM N Y Y Y HC HCM /WEB- Payroll Payroll
Component defined for Payroll MU UI INF/oracle/ap Deduction Deduction
Group Rules earnings and I ps/hcm/payro Calculation Calculation
deductions that lls/deductions Method,Pa Method,
belong to the /setup/ui/flow/ yroll Payroll
same component DeductionGr Deduction Deduction
group and create oupSetupTF. Calculation Calculation
new rules. xml#Deductio Part,Payrol Part,
nGroupSetup l Deduction Payroll
TF Calculation Deduction
Unit,Payrol Calculation
l Taxability Unit,

Page 120 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
Rule Payroll
Taxability
Rule

3 Manage Task Review and Global HCM N Y Y Y HC HCM /WEB- Payroll Payroll
Values create values Payroll MU UI INF/oracle/ap Value Deduction
Defined by defined by criteria I ps/hcm/payro Defined by Calculation
Criteria used in rate lls/deductions Criteria Group,
calculations, such /values/ui/flo Payroll
as an allowance w/ValueByCri Value
based on location teriaSetupTF. Defined by
or job. xml#ValueBy Criteria,
CriteriaSetup Payroll
TF Value
Defined by
Criteria
Allow
Override,
Payroll
Value
Defined by
Criteria
Range
Item

Page 121 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Manage Task Review the Global HCM N Y Y Y HC HCM /WEB- HCM Rate HCM Rate,
Rate predefined rate Payroll MU UI INF/oracle/ap HCM Rate
Definitions definitions and I ps/hcm/rates/ Contributor
create new ui/flow/RateM , HCM
definition as ainTF.xml#R Rate
needed. The rate ateMainTF Migration
definition can Core
either be a
derived rate or a
value defined by
criteria.
2 Define Task Configure costing Global HCM N Y
Payroll List to accumulate Payroll
Costing cost results for
transfer to
general ledger
and other
applications.
Configure
account key
flexfield
structures and
assign them to
legislative data
groups.

Page 122 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Manage Task Manage payroll Global HCM N Y Y N FS FSC Application
Payroll costing value Payroll CM MUI Flexfield
Costing sets to validate UI Value Set
Value Sets the content of a
flexfield segment.
3 Manage Task Configure cost, Global HCM N Y Y N FS FSC Application
Cost offset, default, Payroll CM MUI Key
Allocation suspense, and UI Flexfield
Key Flexfield priority account
key flexfield
structures for
each legislative
data group. You
can reuse key
flexfield
structures for
legislative data
groups that use
the same
segments and
value sets.
3 Define Task Configure Subledger Finan N Y Subledger
Subledger List subledger Accounting cials Application
Accounting accounting and Setup
Rules set up subledger
accounting rules.

Page 123 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
4 Define Task Configure the Subledger Finan N Y
Subledger List subledger Accounting cials
Application transaction model
and Sources used to apply the
accounting rules
and generate
entries.
5 Manage Task Register and Subledger Finan N Y Y Y FS FSC /WEB- Accounting Accounting
Subledger maintain the Accounting cials CM MUI INF/oracle/ap Attribute Attribute
Application subledger UI ps/financials/ Event Event
application and subledgerAcc Class Class
its corresponding ounting/acco Source Source
event model such untingMethod Assignmen Assignmen
as event classes Setup/event t,Subledge t,
and event types. Models/ui/flo r Accounting
w/SlaEventM Accounting Event
odelFlow.xml Event Class,
#SlaEventMo Class,Subl Accounting
delFlow edger Event
Accounting Class
Event Option,
Class Accounting
Options,Su Event
bledger Type,
Application Subledger
,Subledger Accounting
Application Event

Page 124 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
Setup,Subl Class,
edger Subledger
Process Accounting
Category,S Event
ubledger Class
User Options,
Transactio Subledger
n Identifier Application
,
Subledger
Application
Setup,
Subledger
Process
Category,
Subledger
Process
Category
Setup,
Subledger
User
Transactio
n Identifier,
Transactio
n Entity
Type

Page 125 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
5 Update Task Submit a process Subledger Finan N Y N N FS FSC /WEB-
Subledger to be run when Accounting cials CM MUI INF/Schedule
Application there is a new UI Request-
Options subledger taskflow.xml#
application ScheduleReq
registered or uest-taskflow
updates are
made to any of
the following after
ledgers are
defined; event
model, event
class, or event
type.
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger Subledger
Subledger maintain the Accounting cials CM MUI INF/oracle/ap Application Application
Application transaction object UI ps/financials/ Setup Setup,
Transaction and reference subledgerAcc Subledger
Objects object definitions ounting/acco Reference
and the source untingMethod Object
assignments. Setup/event Setup,
Models/ui/flo Subledger
w/SlaSource Source
SystemFlow. Assignmen
xml#SlaSour t,
ceSystemFlo Subledger
w Transactio

Page 126 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
n Object
Setup

5 Create and Task Submit a process Subledger Finan N Y N N FS FSC /WEB-


Assign to generate Accounting cials CM MUI INF/Schedule
Sources sources and UI Request-
source taskflow.xml#
assignments ScheduleReq
based on the uest-taskflow
object definitions
after creating or
modifying
transaction
objects.
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Sources maintain sources Accounting cials CM MUI INF/oracle/ap Standard
which provide UI ps/financials/ Source
transaction subledgerAcc
attribute values ounting/acco
into the journal untingMethod
entry generation Setup/source
mechanism. s/ui/flow/Sour
Sources are used cesManageFl
in the definition of ow.xml#Sour
the rules. cesManageFl

Page 127 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
ow

5 Manage Task Maintain the Subledger Finan N Y Y Y FS FSC /WEB- Subledger Subledger
Accounting attributes of a Accounting cials CM MUI INF/oracle/ap Accounting Accounting
Attributes journal entry by UI ps/financials/ Attribute Attribute,
mapping the subledgerAcc Formula,S Subledger
sources which ounting/acco ubledger Accounting
will provide the untingMethod Accounting Attribute
values during Setup/event Attribute Formula,
entry generation. Models/ui/flo Formula Subledger
w/AcctAttribut Detail,Subl Accounting
esFlow.xml# edger Attribute
AcctAttribute Accounting Formula
sFlow Attribute Detail,
Formula Subledger
Source Accounting
Attribute
Formula
Source

Page 128 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
4 Define Task Define subledger Subledger Finan N Y
Subledger List accounting Accounting cials
Accounting methods and
Methods their
subcomponents
such as journal
line rules,
description rules,
and account
rules, which are
applied in the
generation of
accounting
entries.
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger Subledger
User-Defined maintain the rule Accounting cials CM MUI INF/oracle/ap Formula Formula,
Formulas that calculates a UI ps/financials/ Detail,Subl Subledger
numeric value or subledgerAcc edger Formula
to derive an ounting/acco Formula Detail,
alphanumeric untingMethod Source Subledger
value based on Setup/formul Formula
certain as/ui/flow/For Source
transaction mulaManage
attribute values. Flow.xml#For
Formulas can be mulaManage
used in journal Flow
line rules,

Page 129 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
account rules,
description rules,
supporting
references or
mapping sets.
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger Subledger
Journal Line maintain the rule Accounting cials CM MUI INF/oracle/ap Journal Journal
Rules used to convert UI ps/financials/ Line Rule Line Rule,
transaction data subledgerAcc Accounting Subledger
into a journal ounting/acco Attribute Journal
entry line. untingMethod Assignmen Line Rule
Setup/journal t Accounting
LineRules/ui/f Attribute
low/JournalLi Assignmen
neRule.xml#J t
ournalLineRu
le
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Description maintain the rule Accounting cials CM MUI INF/oracle/ap Description
Rules that creates a UI ps/financials/ Rule,
description for a subledgerAcc Subledger
subledger journal ounting/acco Description
entry or any of its untingMethod Rule
lines. Setup/descrip Detail,
tionRules/ui/fl Subledger
ow/Descriptio Description
nRuleFlow.x Rule

Page 130 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
ml#Descriptio Priority
nRuleFlow

5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger


Mapping Sets maintain the rule Accounting cials CM MUI INF/oracle/ap Mapping
that determines UI ps/financials/ Set,
the segment or subledgerAcc Subledger
entire account ounting/acco Mapping
value based on untingMethod Set Input
certain Setup/mappi Source,
transaction ngSets/ui/flo Subledger
attribute values. w/MappingSe Mapping
Mapping sets are tFlow.xml#M Set Value,
used in account appingSetFlo Subledger
rules. w Mapping
Set Value
Assignmen
t
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Account maintain the rules Accounting cials CM MUI INF/oracle/ap Account
Rules that are used to UI ps/financials/ Rule,
determine the subledgerAcc Subledger
accounts for ounting/acco Account
subledger journal untingMethod Rule Detail
entries. Setup/accoun

Page 131 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
tRules/ui/flow
/accountRule
Flow.xml#acc
ountRuleFlow

5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Supporting


Supporting maintain the Accounting cials CM MUI INF/oracle/ap Reference
References object that stores UI ps/financials/ Detail,
additional subledgerAcc Supporting
transaction ounting/acco Reference
information about untingMethod Header
a subledger Setup/suppor
journal entry tingReferenc
either at the es/ui/flow/Su
header or line pportingRefer
level. Supporting encesFlow.x
references can ml#Supportin
also be used to gReferences
establish a Flow
subledger
balance for each
value of a
transaction
attribute and
account.

Page 132 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger Subledger
Subledger maintain the rules Accounting cials CM MUI INF/oracle/ap Journal Journal
Journal Entry that will generate UI ps/financials/ Entry Rule Entry Rule
Rule Sets a complete subledgerAcc Set Set,
subledger journal ounting/acco Account Subledger
entry. untingMethod Rule Journal
Setup/journal Assignmen Entry Rule
RuleSets/ui/fl t,Subledge Set
ow/JournalEn r Journal Account
tryRuleSetFlo Entry Rule Rule
w.xml#Journ Set Journal Assignmen
alEntryRuleS Entry t,
etFlow Header Subledger
Assignmen Journal
t,Subledge Entry Rule
r Journal Set Journal
Entry Rule Entry
Set Journal Header
Line Rule Assignmen
Assignmen t,
t,Subledge Subledger
r Journal Journal
Entry Rule Entry Rule
Set Set Journal
Supporting Line Rule
Reference Assignmen
Assignmen t,

Page 133 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
t Subledger
Journal
Entry Rule
Set
Supporting
Reference
Assignmen
t
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger Subledger
Accounting maintain method Accounting cials CM MUI INF/oracle/ap Accounting Accounting
Methods used to record UI ps/financials/ Method Method,
the financial subledgerAcc Journal Subledger
impact of ounting/acco Entry Rule Accounting
subledger untingMethod Set Method
transactions, Setup/accoun Assignmen Journal
such as accrual tingMethods/ t Entry Rule
basis, cash basis, ui/flow/Acctg Set
or combined MethodFlow. Assignmen
basis accounting. xml#AcctgMe t
thodFlow
5 Activate Task Submit a process Subledger Finan N Y N N FS FSC /WEB-
Subledger to validate the Accounting cials CM MUI INF/Schedule
Journal Entry configuration and UI Request-
Rule Set activate the taskflow.xml#
Assignments usage of the ScheduleReq
accounting uest-taskflow
method after

Page 134 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
making any
updates on the
journal entry rule
set components
or their
assignments on
the Accounting
Method page.
4 Import Task Use the manual Subledger Finan N Y N N FS FSC /WEB-
Supporting journal entry Accounting cials CM MUI INF/oracle/ap
Reference spreadsheet to UI ps/financials/
Initial initialize the subledgerAcc
Balances supporting ounting/journ
reference als/enterJour
balances. nals/publicDi/
flow/FinXlaD
esktopJourna
lEntryDIFlow.
xml#FinXlaD
esktopJourna
lEntryDIFlow
4 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Accounting
Subledger maintain options Accounting cials CM MUI INF/oracle/ap Program
Accounting at the subledger UI ps/financials/ Run
Options application level subledgerAcc Configurati
to define how ounting/share on, Ledger
journal entries dSetup/accou Level

Page 135 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
are generated for ntingOptions/ Subledger
transactions. ui/flow/Accou Configurati
ntingOptionFl on,
ow.xml#Acco Subledger
untingOption Ledger
Flow Attribute
4 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Accounting maintain the list Accounting cials CM MUI INF/oracle/ap Accounting
Class of accounting UI ps/financials/ Class
Usages classes that are subledgerAcc Usage,
used to ounting/share Subledger
determine which dSetup/accou Post
journal entry lines ntingClassUs Accounting
to retrieve during ages/ui/flow/ Assignmen
a particular AcctgClassU t Definition,
process. The sageFlow.xml Subledger
process can be a #AcctgClass Post
report or any UsageFlow Accounting
other post- Class
accounting Assignmen
program. t
4 Manage Task Review and Subledger Finan N Y Y Y FS FSC /WEB- Financials
Subledger maintain lookup Accounting cials CM MUI INF/oracle/ap Generic
Accounting values for Oracle UI ps/financials/ Lookup
Lookups Fusion Subledger commonMod
Accounting, such ules/appsLoo
as accounting kups/ui/flow/

Page 136 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
class values and ManageGene
journal entry ricLookupTF.
types. xml#Manage
GenericLook
upTF
4 Manage Task Define profile Subledger Finan N Y Y N FS FSC Application
Subledger option settings Accounting cials CM MUI Profile
Accounting and values to UI Value
Profile control Oracle
Options Fusion Subledger
Accounting
behavior such as
enabling
diagnostics which
will capture
transaction data
used in journal
entry generation.
4 Manage Task Define validation Subledger Finan N Y Y N FS FSC Application
Subledger and display Accounting cials CM MUI Descriptive
Accounting properties of UI Flexfield
Descriptive descriptive
Flexfields flexfields for
Oracle Fusion
Subledger
Accounting.
Descriptive

Page 137 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
flexfields are
used to add
custom attributes
to manual
adjustment
entries.
3 Manage Task Configure Global HCM N Y Y Y HC HCM /WEB- Payroll Payroll
Costing of account Payroll MU UI INF/oracle/ap Costing Cost
Payrolls information at the I ps/hcm/payro Rule Allocation
payroll level for lls/costs/setu Cost
cost, suspense, p/publicUi/int Account,
and default ernal/flow/Pa Payroll
accounts. yCostAccoun Cost
tMATF.xml#P Allocation
ayCostAccou Default
ntMATF Account,
Payroll
Cost
Allocation
Suspense
Account,
Payroll
Costing
Rule

Page 138 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Manage Task Configure the Global HCM N Y Y Y HC HCM /WEB- Element Element
Costing of cost and offset Payroll MU UI INF/oracle/ap Costing Cost
Elements accounts for each I ps/hcm/payro Rule Allocation,
eligibility set lls/costs/setu Element
associated to the p/publicUi/int Cost
element and ernal/flow/Ele Allocation
identify which mentLinkCost Balance
input values are ingMATF.xml Account,
costed. #ElementLink Element
CostingMATF Cost
Allocation
Cost
Account,
Element
Cost
Allocation
Priority
Account,
Element
Costing
Rule, Link
Input Value
Cost Info

Page 139 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Manage Task Configure the Global HCM N Y Y Y HC HCM /WEB- Payment Payment
Costing of payroll liability, Payroll MU UI INF/oracle/ap Costing Cost
Payment cash account, I ps/hcm/payro Rule Allocation,
Sources and cash clearing lls/costs/setu Payment
account used to p/publicUi/int Cost
reconcile ernal/flow/Co Allocation
payments, and stDefinitions Cash
determine MainAreaFlo Account,
whether to w.xml#CostD Payment
transfer the cost efinitionsMain Cost
results for the AreaFlow Allocation
payments to the Cash Clear
general ledger. Account,
Payment source Payment
costing Cost
determines how Allocation
to cost payment Payroll
methods. Liability
Account,
Payment
Costing
Rule
3 Manage Task Configure Global HCM N Y Y Y HC HCM /WEB- Departmen Departmen
Costing of account Payroll MU UI INF/oracle/ap t Costing t Cost
Departments information at the I ps/hcm/payro Rule Allocation
department level lls/costs/setu Cost
for cost, p/publicUi/flo Account,

Page 140 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
suspense, and w/DeptSearc Departmen
default accounts. hTF.xml#Dep t Cost
You can allocate tSearchTF Allocation
a department's Default
costs to more Account,
than one cost Departmen
center. t Cost
Allocation
Suspense
Account,
Departmen
t Costing
Rule
3 Manage Task Configure Global HCM N Y Y Y HC HCM /WEB- Job Job Cost
Costing of account Payroll MU UI INF/oracle/ap Costing Allocation
Jobs information at the I ps/hcm/payro Rule Account,
job level for cost lls/costs/setu Job
accounts. You p/publicUi/flo Costing
can allocate a w/JobSearch Rule
job's costs to TF.xml#JobS
more than one earchTF
cost center.
3 Manage Task Configure Global HCM N Y Y Y HC HCM /WEB- Position Position
Costing of account Payroll MU UI INF/oracle/ap Costing Cost
Positions information at the I ps/hcm/payro Rule Allocation
position level for lls/costs/setu Account,
cost accounts. p/publicUi/flo Position

Page 141 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
You can allocate w/PositionSe Costing
a position's costs archTF.xml# Rule
to more than one PositionSear
cost center. chTF

2 Define Task Configure payroll Global HCM N Y


Payroll Flow List flow patterns that Payroll
Patterns orchestrate the
entire sequence
of manual and
automated tasks
performed during
the payroll cycle
or during portions
of the payroll
cycle.
3 Manage Task Review the Global HCM N Y Y Y HC HCM /WEB- Payroll Payroll
Payroll Flow predefined best Payroll MU UI INF/oracle/ap Flow Flow
Patterns practice payroll I ps/hcm/proce Definition Definition,
flow patterns and ssFlows/setu Payroll
create new p/ui/flow/Sear Flow
patterns. chPayrollFlo Definition
wsTF.xml#Se Checklists,
archPayrollFl Payroll
owsTF Flow
Definition
Interaction

Page 142 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
s, Payroll
Flow
Definition
Parameter
s, Payroll
Flow
Definition
Task
Parameter
s, Payroll
Flow Task
1 Define Task Create and Compensat HCM N Y
Elements, List configure payroll ion
Balances and elements, such
Formulas as earnings and
deductions, as
well as payroll
balances and
formulas used to
manage
compensation.
2 Manage Task Review the Global HCM N Y Y Y HC HCM /WEB- Payroll Payroll
Consolidation consolidation Payroll MU UI INF/oracle/ap Consolidati Consolidati
Groups groups assigned I ps/hcm/payro on Group on Group
to payroll lls/core/ui/flo
definitions and w/Consolidati
create new onSetFlow.x

Page 143 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
groups. They let ml#Consolida
you process the tionSetFlow
results from more
than one payroll
in a single action.
2 Manage Task Review Global HCM N Y Y Y HC HCM /WEB- Organizati Organizati
Organization predefined Payroll MU UI INF/oracle/ap on on
Payment organization I ps/hcm/payro Payment Payment
Methods payment lls/payments/ Method Method,
methods and setup/ui/flow/ Organizati
create new Organization on
methods and PaymentMet Payment
their payment hodFlow.xml Method
sources. #Organizatio Rule,
nPaymentMe Organizati
thodFlow on
Payment
Method
Source
2 Manage Task Create and Global HCM N Y Y Y HC HCM /WEB- Payroll Payroll
Payroll update payroll Payroll MU UI INF/oracle/ap Definition Definition,
Definitions definitions that I ps/hcm/payro Payroll
specify the lls/core/ui/flo Time
payment w/ManagePa Period,
frequency, yrollMainArea Payroll
processing .xml#Manage Validate
schedule, and PayrollMainA Payment

Page 144 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
other parameters. rea Method

2 Manually Task Manually create Global HCM N Y N N HC HCM Manual


Create objects, such as Payroll MU UI Creation of
Objects elements, which I Objects
do not have
migration
services.
2 Manage Task Review and Global HCM N Y Y Y HC HCM /WEB- Payroll Payroll
Element update element Payroll MU UI INF/oracle/ap Element Element
Classification classifications, I ps/hcm/payro Classificati Classificati
s which control lls/elements/s on on
how elements are etup/ui/flow/E
processed and lementsClass
the balances they ificationSearc
feed. hFlow.xml#El
ementsClassi
ficationSearc
hFlow

Page 145 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
2 Manage Task Review Global HCM N Y Y Y HC HCM /WEB- Fast Fast
Fast predefined Payroll MU UI INF/oracle/ap Formula Formula,
Formulas formulas and I ps/hcm/formu Fast
create new ones las/core/ui/flo Formula
to validate or w/FormulaSe Function,
calculate data for archFlow.xml Fast
benefits, human #FormulaSea Formula
resources, rchFlow Global
absences, or
payroll.
2 Manage Task Review the Global HCM N Y Y Y HC HCM /WEB- Payroll Payroll
Balance predefined Payroll MU UI INF/oracle/ap Balance Balance
Definitions balance I ps/hcm/payro Definition Definition,
definitions and lls/balances/s Payroll
create new ones etup/ui/flow/B Balance
as needed, alancesDefini Dimension
including tionsMainFlo Context
specifying w.xml#Balan Usage,
assigned cesDefinition Payroll
dimensions and sMainFlow Balance
feeds. Feed,
Payroll
Defined
Balance

Page 146 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
2 Manage Task Review Global HCM N Y Y Y HC HCM /WEB- Payroll Payroll
Elements predefined Payroll MU UI INF/oracle/ap Element Deduction
earnings and I ps/hcm/payro Type Autoindirec
deduction lls/elements/s t, Payroll
elements and etup/ui/flow/E Element
create new ones, lementSearc Criteria,
using a hMainAreaFl Payroll
questionnaire ow.xml#Elem Element
that automatically entSearchMa Eligibility,
generates the inAreaFlow Payroll
related balances, Element
formulas, and Eligibility
other Input
components. Value,
Payroll
Element
Frequency
Rule,
Payroll
Element
Input
Value,
Payroll
Element
Span
Usage,
Payroll

Page 147 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
Element
Template
Instance,
Payroll
Element
Template
Rule
Value,
Payroll
Element
Type,
Payroll
Formula
Result
Rule,
Payroll
Retro
Componen
t Usage,
Payroll
Status
Processing
Rule,
Payroll
Sub
Classificati
on Rule

Page 148 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
2 Configure Task Configure Global HCM Y Y Y Y HC HCM /WEB- Payroll Payroll
Legislations legislative data, Human MU UI INF/oracle/ap Element Element
for Human such as currency Resources I ps/hcm/legco Classificati Classificati
Resources and element nfig/setup/pu on on
classifications, for blicUi/flow/In
countries or putLegislatio
territories for n.xml#InputL
which Oracle egislation
does not provide
a predefined
country
extension.
1 Define Task Configure Workforce HCM N Y
Common List common Manageme
Workforce structures used nt
Management for reporting
Configuration worked and
absence time,
scheduling time,
accruing time,
approving time
cards and
absences, and
transferring time
to consumers for
payment,
customer billing,

Page 149 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
and updating
project plans.
Configurable
components
include time
periods, rules,
time categories,
groups, and time
consumer sets.
2 Manage Task Create and Workforce HCM Y Y Y Y HC HCM /WEB- Repeating Repeating
Repeating update time Manageme MU UI INF/oracle/ap Time Time
Time Periods period definitions nt I ps/hcm/wfm/ Period Period
that produce periods/ui/flo
repeating periods w/Repeating
for use in time TimePeriod.x
card entry, ml#Repeatin
approvals, time gTimePeriod
rules processing,
and absence
accruals.
2 Manage Task Create and edit Workforce HCM N Y N N HC HCM /WEB- Work Day
Work Day properties that Manageme MU UI INF/oracle/ap Definition
Definitions define what the nt I ps/hcm/wfm/
work day is. duration/publi
cUi/wdd/flow/
ManageWork
DayDefinition

Page 150 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
Flow.xml#Ma
nageWorkDa
yDefinitionFlo
w

2 Manage Task Review, create, Absence HCM N Y Y Y HC HCM /WEB- Availability


HCM and edit Manageme MU UI INF/oracle/ap Type,
Availability availability types nt I ps/hcm/globa Availability
Types used to define lAbsences/av Type
contracted or ailability/type Break,
other availability Setup/ui/flow/ Availability
for a worker. ManageAvail Type
abilityTypesT Privilege
F.xml#Manag
eAvailabilityT
ypesTF
1 Define Task Create and Workforce HCM N Y
Worker List update scheduler Scheduling
Schedules profiles and
update shift
properties.
2 Manage Task View and update Workforce HCM Y Y Y Y HC HCM /WEB- Workforce Workforce
Shift the shift color or Scheduling MU UI INF/oracle/ap Shift Type Shift Type
Properties display name for I ps/hcm/sche
workforce shifts. dules/shifts/p
ublicUi/flow/S

Page 151 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
hiftTypesDefi
nitionFlow.xm
l#ShiftTypes
DefinitionFlo
w
2 Manage Task Create and Workforce HCM Y Y Y Y HC HCM /WEB- Workforce Workforce
Scheduler update an Scheduling MU UI INF/oracle/ap Scheduler Scheduler
Profiles association of a I ps/hcm/time/ Profile Profile
line manager with setupOptions
labor demand /ui/flow/Sche
values and page dulingProfileF
layout options to low.xml#Sch
configure the edulingProfile
view of planned Flow
or published
schedules.
2 Process Task Process shifts Workforce HCM N Y N N HC HCM /WEB-
Imported imported using Scheduling MU UI INF/Schedule
Shifts HCM Data I Request-
Loader or REST. taskflow.xml#
ScheduleReq
uest-taskflow

Page 152 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
1 Define Task Review, update, Absence HCM N Y
Absences List and define Manageme
absence types, nt
accrual plans,
and entitlement
plans, lookups,
and flexfields.
2 Define Task Review and Absence HCM N Y
General List update Manageme
Absence descriptive nt
flexfields and
predefined
lookup values for
use with absence
types, accrual
plans, and
entitlement plans.
Define new
lookups and
flexfields as
necessary.
3 Manage Task Review and edit Absence HCM N Y Y N FS FSC /WEB- Application
Global predefined Manageme CM MUI INF/oracle/ap Common
Absences lookup values for nt UI ps/fnd/applco Lookup
Lookups global absences, re/lookups/pu
such as absence blicUi/flow/M
categories and anageComm

Page 153 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
reasons, and onLookupsTF
define new .xml#Manage
values. CommonLoo
kupsTF

3 Manage Task Manage value Absence HCM N Y Y N FS FSC /WEB- Application


Global sets to validate Manageme CM MUI INF/oracle/ap Flexfield
Absences the content of a nt UI ps/fnd/applco Value Set
Value Sets flexfield segment re/flex/vst/ui/
for global publicFlow/M
absences. anageValueS
etsTF.xml#M
anageValueS
etsTF
3 Manage Task Define validation Absence HCM N Y Y N FS FSC /WEB- Application
Global and display Manageme CM MUI INF/oracle/ap Descriptive
Absences properties of nt UI ps/fnd/applco Flexfield
Descriptive descriptive re/flex/dff/ui/p
Flexfields flexfields for ublicFlow/Ma
global absences. nageDescripti
Descriptive veFlexfieldsT
flexfields are F.xml#Manag
used to add eDescriptiveF
attributes to lexfieldsTF
entities.

Page 154 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
2 Define Task Define Absences Absence HCM N Y
Absence List Manageme
Structures nt

3 Manage Task Review, create, Absence HCM N Y Y Y HC HCM /WEB- Absence Absence
Absence and update Manageme MU UI INF/oracle/ap Certificatio Certificatio
Certifications absence nt I ps/hcm/globa n n
certifications, lAbsences/mi
which are used to scSetup/ui/flo
authorize w/AbsenceC
different aspects ertificationsM
of absences ain.xml#Abse
taken. nceCertificati
onsMain
3 Manage Task Review, create, Absence HCM N Y Y Y HC HCM /WEB- Absence Absence
Absence and update Manageme MU UI INF/oracle/ap Reason Reason
Reasons absence reasons, nt I ps/hcm/globa
which further lAbsences/mi
describe the scSetup/ui/flo
nature of the w/ManageAb
absence type senceReason
they are s.xml#Manag
associated to. eAbsenceRe
asons

Page 155 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Manage Task Review, create, Absence HCM N Y Y Y HC HCM /WEB- Absence Absence
Absence and update Manageme MU UI INF/oracle/ap Plan Plan,
Plans absence plans, nt I ps/hcm/globa Absence
which contain lAbsences/pl Plan
rules to define ansSetup/ui/fl Accrual
how absence ow/AbsenceP Band,
entitlements are lanSearchFlo Absence
provided to w.xml#Absen Plan
employees. cePlanSearc Eligibility
hFlow Profile,
Absence
Plan
Entitlement
Band,
Absence
Plan
Entitlement
Band Pay
Percentag
e
3 Manage Task Review, create, Absence HCM N Y Y Y HC HCM /WEB- Global Absence
Absence and update Manageme MU UI INF/oracle/ap Absence Type
Types absence types, nt I ps/hcm/globa Type Certificatio
which are used to lAbsences/ty n, Absence
record absences. pesSetup/ui/fl Type Plan,
ow/AbsenceT Absence
ypesMain.xml Type

Page 156 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
#AbsenceTyp Reason,
esMain Absence
Type
Region,
Absence
Type
Usage,
Absence
Type
Usage
Rule,
Global
Absence
Type
3 Manage Task Review, create, Absence HCM N Y Y Y HC HCM /WEB- Absence Absence
Absence and update Manageme MU UI INF/oracle/ap Category Category,
Categories absence nt I ps/hcm/globa Absence
categories, which lAbsences/ty Type in
are used to group pesSetup/ui/fl Category
related absence ow/Absence
types. CategoriesM
ain.xml#Abse
nceCategorie
sMain

Page 157 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Manage Task Review, create Absence HCM N Y Y Y HC HCM /WEB- Global Absence
Leave and update Manageme MU UI INF/oracle/ap Absence Type Plan,
Agreements shared parental nt I ps/hcm/globa Type Global
leave lAbsences/ty Absence
agreements pesSetup/ui/fl Type
between an ow/AbsenceA
employee and greementMai
partner. n.xml#Absen
ceAgreement
Main
2 Define Task Define formulas Absence HCM N Y
Absence List and rates for Manageme
Formulas and absence. nt
Rates

3 Manage Task Review Global HCM N Y Y Y HC HCM /WEB- Fast Fast


Fast predefined Payroll MU UI INF/oracle/ap Formula Formula,
Formulas formulas and I ps/hcm/formu Fast
create new ones las/core/ui/flo Formula
to validate or w/FormulaSe Function,
calculate data for archFlow.xml Fast
benefits, human #FormulaSea Formula
resources, rchFlow Global
absences, or
payroll.

Page 158 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Manage Task Review the Global HCM N Y Y Y HC HCM /WEB- HCM Rate HCM Rate,
Rate predefined rate Payroll MU UI INF/oracle/ap HCM Rate
Definitions definitions and I ps/hcm/rates/ Contributor
create new ui/flow/RateM , HCM
definition as ainTF.xml#R Rate
needed. The rate ateMainTF Migration
definition can Core
either be a
derived rate or a
value defined by
criteria.
2 Define Task Define time Absence HCM N Y
Absence List periods for Manageme
Time Periods absence nt
processing

3 Manage Task Create and Workforce HCM N Y Y Y HC HCM /WEB- Repeating Repeating
Repeating update time Manageme MU UI INF/oracle/ap Time Time
Time Periods period definitions nt I ps/hcm/wfm/ Period Period
that produce periods/ui/flo
repeating periods w/Repeating
for use in time TimePeriod.x
card entry, ml#Repeatin
approvals, time gTimePeriod
rules processing,
and absence
accruals.

Page 159 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
2 Define Task Define eligibility Benefits HCM N Y
Eligibility List for absence plans

3 Manage Task Create and Benefits HCM N Y N N HC HCM /WEB- Eligibility


Derived update MU UI INF/oracle/ap Derived
Factors application- I ps/hcm/planD Age
calculated esigns/misc/p Factor,
eligibility criteria ublicUi/flow/D Eligibility
that can change erivedFactor Derived
over time, such DashboardFl Combined
as participant age ow.xml#Deriv Age and
or length of edFactorDas Length of
service. hboardFlow Service
Factor,
Eligibility
Derived
Compensa
tion Level
Factor,
Eligibility
Derived
Hours
Worked
Factor,
Eligibility

Page 160 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
Derived
Length of
Service
Factor

3 Manage Task Create and Benefits HCM N Y Y Y HC HCM /WEB- Benefit Benefit
Eligibility update MU UI INF/oracle/ap Eligibility Eligibility
Profiles combinations of I ps/hcm/planD Profile Profile
required and esigns/plans/
optional criteria to ui/flow/PlanD
evaluate eligibility esignSetupFl
for compensation ow.xml#Plan
objects. DesignSetup
Flow
1 Define Time Task Create and Time and HCM N Y
and Labor List update Labor
configurable time
entry displays,
validations, and
calculation rules
for entry,
approval, and
transfer of time to
time consumers.

Page 161 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
2 Define Task Create and Time and HCM Y Y
Time Entry List update time entry Labor
Configuration formats to
provide flexible
forms of time
entry.
3 Manage Task Review and Workforce HCM N Y Y N FS FSC Application
Workforce update lookup Manageme CM MUI Common
Management values used in nt UI Lookup
Lookups Oracle Fusion
Workforce
Management.
3 Manage Task Create and Time and HCM N Y Y N FS FSC /WEB- Application
Time and update sets of Labor CM MUI INF/oracle/ap Flexfield
Labor Value values for use in UI ps/fnd/applco Value Set
Sets time card fields, re/flex/vst/ui/
rule templates, publicFlow/M
and time anageValueS
categories. etsTF.xml#M
anageValueS
etsTF
3 Manage Task Create and Workforce HCM N Y Y N FS FSC /WEB- Application
Workforce update value sets Manageme CM MUI INF/oracle/ap Flexfield
Management for use in rule nt UI ps/fnd/applco Value Set
Value Sets templates and re/flex/vst/ui/
time categories. publicFlow/M
anageValueS

Page 162 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
etsTF.xml#M
anageValueS
etsTF

3 Manage Task Create and Workforce HCM Y Y Y Y HC HCM /WEB- Repeating Repeating
Repeating update time Manageme MU UI INF/oracle/ap Time Time
Time Periods period definitions nt I ps/hcm/wfm/ Period Period
that produce periods/ui/flo
repeating periods w/Repeating
for use in time TimePeriod.x
card entry, ml#Repeatin
approvals, time gTimePeriod
rules processing,
and absence
accruals.
3 Generate Task Generate time Workforce HCM N Y Y Y HC HCM /WEB- Time Time
Data attributes, which Manageme MU UI INF/Schedule Attribute Attribute
Dictionary are used to nt I Request- Field Field
Time create time card taskflow.xml#
Attributes fields, for use in ScheduleReq
entry of time in uest-taskflow
time cards and
calendar entry.

Page 163 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Generate Task Generate time Workforce HCM N Y Y Y HC HCM /WEB- Time Card Time Card
Time Card card fields from Manageme MU UI INF/Schedule Layout Layout
Fields defined Oracle nt I Request- Field Field
Fusion Global taskflow.xml#
Payroll and ScheduleReq
Oracle Fusion uest-taskflow
Absence time
types.
3 Manage Task Create and Workforce HCM N Y Y Y HC HCM /WEB- Time Time
Custom Time update a Manageme MU UI INF/oracle/ap Attribute Attribute
Attributes collection of nt I ps/hcm/wfm/r Field Field
properties that epositoryDat
enables workers aDictionary/ui
to report time for /flow/Manage
time attributes TimeAttribute
that are not Field-flow-
delivered with the definition.xml
application. #ManageTim
eAttributeFiel
d-flow-
definition
3 Manage Task Create and Time and HCM Y Y Y Y HC HCM /WEB- Time Card Time Card
Time Entry update a Labor MU UI INF/oracle/ap Layout Layout
Layout collection of I ps/hcm/time/ Field Alternate
Components properties that webEntry/con Name
enables different figuration/ui/fl Field, Time
user groups to ow/ManageTi Card

Page 164 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
report time mecardField- Layout
against different flow- Dependent
time attribute definition.xml Field, Time
values. #ManageTim Card
ecardField- Layout
flow-definition Field
3 Manage Task Create and Time and HCM Y Y Y Y HC HCM /WEB- Time Card Time Card
Time Layout update a Labor MU UI INF/oracle/ap Layout Set Layout,
Sets collection of I ps/hcm/time/ Time Card
different time webEntry/con Layout
entry layouts for figuration/ui/fl Independe
entering, ow/ManageSi nt Field,
reviewing, and mpleLayouts Time Card
approving time. et.xml#Mana Layout Set,
geSimpleLay Time Card
outset Layout Set
Property,
Time Card
Layout
Task
Result
3 Manage Task Create and Workforce HCM Y Y Y Y HC HCM /WEB- Time Time
Time update a group of Manageme MU UI INF/oracle/ap Category Category
Categories time entries that nt I ps/hcm/wfm/r Componen Componen
is used for epositoryCat t t, Time
summarizing, egories/ui/flo Category
validating, and w/TimeCateg Group

Page 165 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
transferring time ories.xml#Ti Logic
and for meCategorie Expression
processing time s Result,
rules. Time
Category
Logic
Expression
Result
3 Manage Task Create and Workforce HCM Y Y Y Y HC HCM /WEB- Time Time
Time update time Manageme MU UI INF/oracle/ap Consumer Consumer
Consumer consumer sets nt I ps/hcm/wfm/r Configurati Configurati
Sets that define epositoryCon on Set on, Time
approval and sumers/ui/flo Consumer
transfer rules. w/ManageTi Configurati
meConsumer on Set,
s.xml#Manag Time
eTimeConsu Consumer
mers Transfer
Configurati
on
3 Manage Task Create and Workforce HCM Y Y Y Y HC HCM /WEB- HCM HCM
HCM Groups update group Manageme MU UI INF/oracle/ap Group Group,
definitions that nt I ps/hcm/group HCM
can be utilized by s/ui/flow/Man Group
any Human ageGroups.x Criteria,
Capital ml#ManageG Included
Management roups HCM

Page 166 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
application. Group

3 Evaluate Task Evaluate the Workforce HCM Y Y N N HC HCM /WEB- Group


HCM Group membership of a Manageme MU UI INF/Schedule Evaluation
Membership group based on a nt I Request- Process
specific date or taskflow.xml#
range of dates. ScheduleReq
uest-taskflow
3 Manage Task Create and edit Workforce HCM N Y N N HC HCM /WEB- Work Day
Work Day properties that Manageme MU UI INF/oracle/ap Definition
Definitions define what the nt I ps/hcm/wfm/
work day is. duration/publi
cUi/wdd/flow/
ManageWork
DayDefinition
Flow.xml#Ma
nageWorkDa
yDefinitionFlo
w

Page 167 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
2 Define Task Create and Time and HCM N Y
Time Rules List update time rules Labor
used to validate
time entries and
generate new
compensation
results.
3 Manage Task Review Global HCM N Y Y Y HC HCM /WEB- Fast Fast
Fast predefined Payroll MU UI INF/oracle/ap Formula Formula,
Formulas formulas and I ps/hcm/formu Fast
create new ones las/core/ui/flo Formula
to validate or w/FormulaSe Function,
calculate data for archFlow.xml Fast
benefits, human #FormulaSea Formula
resources, rchFlow Global
absences, or
payroll.
3 Manage Task Create and Workforce HCM N Y Y Y HC HCM /WEB- Time Rule Time Rule
Time update templates Manageme MU UI INF/oracle/ap Template Template,
Repository that enable reuse nt I ps/hcm/wfm/r Time Rule
Rule of a formula to ules/template Template
Templates define multiple s/ui/flow/Man Input, Time
rules. ageRulesTe Rule
mplateTopTF Template
.xml#Manage Usage
RulesTempla
teTopTF

Page 168 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Manage Task Create and Workforce HCM N Y Y Y HC HCM /WEB- Time Rule Time
Time update rules to Manageme MU UI INF/oracle/ap Conditional
Repository validate time nt I ps/hcm/wfm/r Rule, Time
Rules entries and ules/core/ui/fl Conditional
generate new ow/HXTRules Rule
compensation DeflTF.xml#H Member,
results. XTRulesDefl Time Rule,
TF Time Rule
Input, Time
Rule
Output
3 Manage Task Create and Workforce HCM N Y Y Y HC HCM /WEB- Time Rule Time Rule
Time update a set of Manageme MU UI INF/oracle/ap Set Set, Time
Repository rules that can be nt I ps/hcm/wfm/r Rule Set
Rule Sets assigned to ules/core/ui/fl Member
employees using ow/HXTRule
the time SetTF.xml#H
processing setup XTRuleSetTF
profile.
3 Manage Task Create, edit, and Workforce HCM N Y Y Y HC HCM /WEB- Time Time
Time Balance duplicate the time Manageme MU UI INF/oracle/ap Balance Balance
Dimensions period and nt I ps/hcm/payro Dimension Dimension
summation level lls/balances/s
for balance etup/ui/flow/B
definitions. alanceDimen
sionsManage
Flow.xml#Bal

Page 169 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
anceDimensi
onsManageFl
ow

3 Manage Task Create, edit, and Workforce HCM N Y Y Y HC HCM /WEB- Time Time
Time Balance duplicate positive Manageme MU UI INF/oracle/ap Balance Balance
Definitions or negative nt I ps/hcm/wfm/ti Type Definition,
accumulation of meBal/ui/flow Time
time tracked for /ManageTime Balance
specific periods BalancesFlo Feed, Time
and updated w.xml#Mana Balance
during time geTimeBalan Type
processing. cesFlow
3 Manage Task Create, edit, and Workforce HCM N Y Y Y HC HCM /WEB- Time Time
Time duplicate time Manageme MU UI INF/oracle/ap Allocation Allocation,
Allocations allocations. nt I ps/hcm/wfm/r Time
ules/allocatio Allocation
ns/ui/flow/Ma Output,
nageTimeAllo Time
cationTF.xml Allocation
#ManageTim Source,
eAllocationTF Time
Allocation
Time
Attribute,
Time

Page 170 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
Allocation
Time
Attribute
Value

2 Define Task Create and Time and HCM Y Y


Time and List update worker Labor
Labor Setup associations to
Profiles time entry and
time processing
setup profiles,
which will control
the entry,
approval and
transfer of time to
integrating time
consumers.
3 Manage Task Create and Time and HCM Y Y Y Y HC HCM /WEB- Time and Time and
Worker Time update an Labor MU UI INF/oracle/ap Labor Core Labor Core
Processing association of I ps/hcm/time/ Setup Setup
Profiles rule sets, a time setupOptions Profile Profile
consumer set, /ui/flow/Work
and time card erCoreProce
periods to report, ssingProfiles
validate, approve, Flow.xml#Wo
and transfer time. rkerCoreProc
essingProfile

Page 171 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
sFlow

3 Manage Task Create and Time and HCM Y Y Y Y HC HCM /WEB- Time and Time and
Worker Time update an Labor MU UI INF/oracle/ap Labor Web Labor Web
Entry Profiles association of a I ps/hcm/time/ Entry Entry
layout set and setupOptions Setup Setup
time entry actions /ui/flow/Work Profile Profile
to control access erWebTimeE
to any time ntryProfileFlo
entries. w.xml#Worke
rWebTimeEnt
ryProfileFlow
2 Define Task Create and Time and HCM N Y
Time Device List update Labor
Configuration associations of
groups, rules,
mapping sets,
and export data
for time collected
by time devices.

Page 172 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Manage Task Create and Workforce HCM N Y Y Y HC HCM /WEB- Time Time
Time Device update mappings Manageme MU UI INF/oracle/ap Collection Collection
Event of supplier nt I ps/hcm/wfm/t Device Device
Mapping events, such as cd/mappings/ Event Event
in and out events, ui/flow/TcdM Mapping Mapping
to the in and out appingsTF.x
events ml#TcdMappi
recognized in ngsTF
Oracle Fusion
Workforce
Management.
Also specify
associated
attributes, such
as payroll time
types, and their
default values,
such as Regular.
3 Manage Task Create and Workforce HCM N Y Y Y HC HCM /WEB- Time Time
Time Device update groups of Manageme MU UI INF/oracle/ap Collection Collection
Event related events for nt I ps/hcm/wfm/t Device Device
Mapping Sets different cd/mappings/ Event Event
locations, dates, ui/flow/Mana Mapping Mapping
or other criteria. geTcdMappin Set Set
gsets.xml#M
anageTcdMa
ppingsets

Page 173 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Manage Task Create and Workforce HCM N Y Y Y HC HCM /WEB- Time Time
Time Device update the Manageme MU UI INF/oracle/ap Collection Collection
Export Data definition of nt I ps/hcm/wfm/t Device Device
objects, such as cd/export/ui/fl Export Export
the badge or ow/ManageT Configurati Configurati
employee cdExportData on on
identification, to DefFlow.xml#
send to the time ManageTcdE
devices, along xportDataDef
with the valid Flow
data structure.
3 Manage Task Create and Workforce HCM N Y Y Y HC HCM /WEB- Time Time
Time Device update an Manageme MU UI INF/oracle/ap Collection Collection
Processing association of nt I ps/hcm/time/ Device Device
Profiles groups of people, setupOptions Setup Setup
time device rules, /ui/flow/Time Profile Profile
mapping sets, ClockProcess
and export data ingProfileFlo
for the time w.xml#TimeC
collected by lockProcessi
device. ngProfileFlow
3 Export Task Export the setup Workforce HCM N Y N N HC HCM /WEB- Time
Time Device data Manageme MU UI INF/Schedule Collection
Data configuration to nt I Request- Device
Configuration the time device. taskflow.xml# Export
ScheduleReq Process
uest-taskflow

Page 174 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Generate Task Generates time Workforce HCM N Y N N HC HCM /WEB- Time
Time Cards cards using time Manageme MU UI INF/Schedule Record
From Time events received nt I Request- Group
Collection from time taskflow.xml#
Devices collection ScheduleReq
devices. uest-taskflow
1 Define Task Define predictive Workforce HCM Y Y
Predictive List Models and Predictions
Models for attributes for the
Human enterprise.
Capital
Management
2 Manage Task Configure Workforce HCM Y Y N N HC HCM /WEB-
HCM predictive models Predictions MU UI INF/oracle/ap
Predictive and attributes for I ps/hcm/predi
Models the enterprise. ctives/setup/u
i/flow/Attribut
eModelMappi
ngTF.xml#Att
ributeModelM
appingTF
1 Define Task Enable users to HCM HCM Y Y
Security for List perform functions Common
Human related to their Architectur
Capital job roles. e
Management

Page 175 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
2 Revoke Task Revoke the All Application HCM N Y N N HC HCM faces/FuseO
Data Role Access Human s Security MU UI verview
from Capital I
Implementati Management
on Users Application
Administrator
data role from
Implementation
users.
Implementation
users might be
assigned this
data role to
perform all of the
Human Capital
Management
setup steps.
2 Manage Task Review, create, Application HCM Y Y Y Y HC HCM faces/FuseO Functional Functional
Job Roles or update s Security MU UI verview?fndG Security Security
enterprise-wide I lobalItemNod Custom Custom
abstract and job eId=ASE_FU Roles Role
roles. Create role SE_SECURI Hierarchy,
hierarchies. TY_CONSOL Functional
E&fndTaskIte Security
mNodeId=AS Custom
E_MAIN_WO Role
RKAREA Privilege

Page 176 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
Membershi
p,
Functional
Security
Custom
Roles
2 Manage Task Review the Application HCM Y Y Y Y HC HCM faces/FuseO Functional Functional
Duties logical groupings s Security MU UI verview?fndG Security Security
of tasks that I lobalItemNod Custom Custom
define duty roles. eId=ASE_FU Roles Role
Provision duty SE_SECURI Hierarchy,
roles to abstract, TY_CONSOL Functional
job, or other duty E&fndTaskIte Security
roles. mNodeId=AS Custom
E_MAIN_WO Role
RKAREA Privilege
Membershi
p,
Functional
Security
Custom
Roles
2 Define Task Define Data HCM HCM Y Y
Data Security List Security for Common
for Human Human Capital Architectur
Capital Management. e
Management

Page 177 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Manage Task Define and Global HCM N Y Y Y HC HCM /WEB- HCM HCM
HCM manage rules for Human MU UI INF/oracle/ap Exclusion Exclusion
Exclusion excluding Resources I ps/hcm/secur Rule Rule, HCM
Rules specified data ity/ui/flow/Ma Exclusion
instances from a nagePersonE Rule Detail
data instance set. xclusionFlow.
xml#Manage
PersonExclus
ionFlow
3 Manage Task Manage Global HCM N Y Y Y HC HCM /WEB- Legislative Legislative
Legislative Legislative Data Human MU UI INF/oracle/ap Data Data
Data Group Group Security Resources I ps/hcm/secur Group Group
Security Profile. ity/ui/flow/Ma Security Security
Profile nageLDGSec Profile Profile,
urityProfilesFl Legislative
ow.xml#Man Data
ageLDGSecu Group
rityProfilesFlo Security
w Profile List
3 Manage Task Manage Global HCM N Y Y Y HC HCM /WEB- Organizati Organizati
Organization Organization Human MU UI INF/oracle/ap on Security on Security
Security Security Profile. Resources I ps/hcm/secur Profile Profile,
Profile ity/ui/flow/Ma Organizati
nageOrgSec on Security
urityProfilesFl Profile
ow.xml#Man Classificati
ageOrgSecur on List,

Page 178 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
ityProfilesFlo Organizati
w on Security
Profile
Organizati
on List
3 Manage Task Manage Country Global HCM N Y Y Y HC HCM /WEB- Country Country
Country Security Profile. Human MU UI INF/oracle/ap Security Security
Security Resources I ps/hcm/secur Profile Profile,
Profile ity/ui/flow/Ma Country
nageCountry Security
SecurityProfil Profile
esFlow.xml# Country
ManageCoun List
trySecurityPr
ofilesFlow
3 Manage Task Manage Position Global HCM N Y Y Y HC HCM /WEB- Position Position
Position Security Profile. Human MU UI INF/oracle/ap Security Security
Security Resources I ps/hcm/secur Profile Profile,
Profile ity/ui/flow/Ma Position
nagePosSec Security
urityProfilesFl Profile
ow.xml#Man Area of
agePosSecur Responsibi
ityProfilesFlo lity Scope,
w Position
Security
Profile

Page 179 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
Position
List

3 Manage Task Manage Global HCM N Y Y Y HC HCM /WEB- HR HR


Document Document Type Human MU UI INF/oracle/ap Document Document
Type Security Security Profile. Resources I ps/hcm/secur Type Type
Profile ity/ui/flow/Ma Security Security
nageDocTyp Profile Profile, HR
eSecurityProf Document
ilesFlow.xml# Type
ManageDocT Security
ypeSecurityP Profile List
rofilesFlow
3 Manage Task Manage security Global HCM N Y Y Y HC HCM /WEB- Payroll Payroll
Payroll profiles that Payroll MU UI INF/oracle/ap Security Security
Security determine which I ps/hcm/secur Profile Profile,
Profile payrolls a role ity/payrolls/pu Payroll
can process. blicUi/flow/Pa Security
ySecurityProf Profile Pay
ile.xml#PayS
ecurityProfile

Page 180 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Manage Task Manage security Global HCM N Y Y Y HC HCM /WEB- Payroll Payroll
Payroll Flow profiles that Payroll MU UI INF/oracle/ap Flow Flow
Security determine which I ps/hcm/secur Security Security
Profile payroll flows a ity/payrolls/pu Profile Profile,
role can process. blicUi/flow/Pa Payroll
ySecurityFlo Flow
wPattern.xml Security
#PaySecurity Profile Pay
FlowPattern
3 Manage Task Manage Person Global HCM N Y Y Y HC HCM /WEB- Person Person
Person Security Profile. Human MU UI INF/oracle/ap Security Security
Security Resources I ps/hcm/secur Profile Profile,
Profile ity/ui/flow/Ma Person
nagePerSecu Security
rityProfilesFlo Profile
w.xml#Mana Area of
gePerSecurit Responsibi
yProfilesFlow lity Scope,
Person
Security
Profile
Exclusion,
Person
Security
Profile
Manager
Type,

Page 181 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
Person
Security
Profile
Person
Type
3 Assign Task Create HCM data Global HCM N Y Y Y HC HCM /WEB- HCM Data HCM Data
Security roles to enable Human MU UI INF/oracle/ap Role Role, HCM
Profiles to users, such as Resources I ps/hcm/secur Data Role
Role human resource ity/ui/flow/Ma Security
specialists, nageDataRol Profile
benefits esFlow.xml#
specialists, and ManageData
payroll RolesFlow
managers, to
access the HCM
data required by
their job roles.
Assign security
profiles to
abstract roles,
such as
employee and
line manager, to
enable users to
access standard
data for those
roles.

Page 182 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Manage Task Review, create, Application HCM N Y Y N HC HCM faces/FuseO Application
Data Security or update grants s Security MU UI verview Data
Policies of entitlement to I Security
a user or role on Policy
an object or
attribute group for
a given condition.
3 Manage Task Manage HCM HCM N Y Y Y HC HCM /WEB- Transactio Transactio
Transaction Transaction Common MU UI INF/oracle/ap n Security n Security
Security Security Profile Architectur I ps/hcm/com Profile,Tra Profile,
Profile e mon/transacti nsaction Transactio
on/securityPr Security n Security
ofile/publicUi/ Profile Profile
flow/Manage Entries,Tra Entries,
TxnConsoleS nsaction Transactio
ecurityProfile Security n Security
Flow.xml#Ma Profile Sub Profile Sub
nageTxnCon Categories Categories
soleSecurityP
rofileFlow
2 Manage Task Create and Global HCM N Y Y Y HC HCM /WEB- Role Role
Role manage rules for Human MU UI INF/oracle/ap Provisionin Provisionin
Provisioning provisioning roles Resources I ps/hcm/secur g Rule g
Rules to people based ity/ui/flow/Rol Associated
on assignment eMappingSe Role List,
information, such archFlow.xml Role
as job, position, #RoleMappin Provisionin

Page 183 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
and person type. gSearchFlow g Rule

1 Define Task Configure Performanc HCM Y Y


Extensions List specific e
for Workforce extensions for Manageme
Deployment Workforce nt
Deployment.
2 Define Task Define approval HCM HCM Y Y
Approval List routing structures Common
Management and controls to Architectur
for Human match your e
Capital organization's
Management needs.
3 Manage Task Review and edit HCM HCM Y Y N N Fa FAS /worklistapp/f
Task approval flow Common So OA aces/administ
Configuration rules for workflow Architectur aIn ration.jspx?
s for Human tasks. e teg
Capital rati
Management on

Page 184 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Manage Task Manage Approval Application ATF N Y N N Fa FAS /worklistapp/f
Approval Groups Toolkit So OA aces/administ
Groups aIn ration.jspx?
teg
rati
on
3 Manage Task Configure HCM HCM N Y N N HC HCM /WEB-
Approval approval rules Common MU UI INF/oracle/ap
Transactions and manage Architectur I ps/hcm/com
for Human failed approval e mon/transacti
Capital processes for on/publicUi/a
Management Human Capital dminConsole/
Management. flow/AdminC
onsoleFSMFl
ow.xml#Admi
nConsoleFS
MFlow
2 Define Task Define what Application ATF N Y
Help List users can see Toolkit
Configuration and do in a local
deployment of
Oracle Fusion
Applications
Help.

Page 185 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Set Help Task Set options for Application ATF Y Y Y Y FS FSC /WEB- Help
Options help, including Toolkit CM MUI INF/oracle/ap Configurati
appearance of UI ps/atk/helpPo on, Help
the help site, rtal/ui/flow/At Topic
links available kHelpPortalC
from the site, and onfigureHelp
settings for PageFlow.xm
added help. l#AtkHelpPort
alConfigureH
elpPageFlow
3 Assign Task Verify that the Application ATF N Y N N FS FSC
Help Text duty that enables Toolkit CM MUI
Administratio users to add and UI
n Duty edit help is
assigned to the
appropriate roles,
and reassign if
necessary.
3 Manage Task Create or update Application ATF N Y Y N FS FSC /WEB- Application
Help Security security groups Toolkit CM MUI INF/oracle/ap Data
Groups that you can UI ps/atk/helpPo Security
associate with rtal/ui/flow/At Policy,
help to determine kDataSecurit Application
who can access yTaskFlow.x Standard
it. Associate each ml#AtkDataS Lookup
group with a duty ecurityTaskFl
role. This task ow

Page 186 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
creates lookup
codes, database
resource
conditions, and
data security
policies, which
you can also edit
directly on the
relevant pages.
2 Define Task Set up Oracle Application ATF N Y
Application List Fusion Toolkit
Toolkit Application
Configuration Toolkit features,
which are
common across
Oracle Fusion
applications.
3 Map Task Select reports to Application ATF N Y Y Y FS FSC /WEB- Reports
Reports to appear in the Toolkit CM MUI INF/oracle/ap and
Work Areas Reports and UI ps/atk/reporti Analytics
Analytics region ngPane/publi Mapping
in Oracle Fusion cUi/flow/Work
Applications work areaReportM
areas. appingTaskFl
ow.xml#Work
areaReportM
appingTaskFl

Page 187 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
ow

3 Set Task Specify the Application ATF N Y N N FS FSC /WEB-


Watchlist Watchlist Toolkit CM MUI INF/oracle/ap
Options categories and UI ps/atk/watchL
items available at ist/publicUi/fl
your site. ow/AtkWatchl
istAdminPers
onalizeTF.xm
l#AtkWatchlis
tAdminPerso
nalizeTF
3 Manage Task Specify profile Application ATF N Y Y N FS FSC /WEB- Application
Application option settings Toolkit CM MUI INF/oracle/ap Profile
Toolkit and values to UI ps/fnd/applco Value
Administrator control the re/profiles/ui/f
Profile behavior of some low/ManageA
Values Oracle Fusion dminProfileV
Application aluesTF.xml#
Toolkit features, profileValues
such as Oracle _task-flow-
Fusion definition
Applications
Help, and

Page 188 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
address mapping
options.

2 Maintain Task Review and Oracle Com N Y


Common List manage objects, Middleware mon
Reference for example Extensions
Objects currencies and for
reference data Application
sets, that are s
shared across
applications.
Perform setup
that applies to
applications as a
whole, for
example
maintenance of
common
messages that
can be used in
any application.

Page 189 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Define Task Review and edit Oracle Com N Y
Application List a hierarchical Middleware mon
Taxonomy organization of Extensions
Oracle Fusion for
application Application
modules. s
4 Manage Task Review and edit Oracle Com N Y Y N FS FSC /WEB- Application
Taxonomy the hierarchy of Middleware mon CM MUI INF/oracle/ap Taxonomy
Hierarchy functional units Extensions UI ps/fnd/applco
that make up for re/taxonomy/
Oracle Fusion Application ui/taskflow/Vi
Applications, s ewDeliveryHi
from product erarchy.xml#
families and ViewDelivery
applications to Hierarchy
functional
components.
3 Define Task Specify how Oracle Com N Y
Reference List reference data in Middleware mon
Data Sharing the application Extensions
should be for
partitioned and Application
shared. s

Page 190 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
4 Manage Task Review and Oracle Com N Y Y N FS FSC /WEB- Application
Reference manage sets for Middleware mon CM MUI INF/oracle/ap Reference
Data Sets partitioning and Extensions UI ps/fnd/applco Data Set
sharing reference for re/setid/publi
data across Application cUi/flow/Man
organizations. s ageSetIdSets
TF.xml#Mana
geSetIdSetsT
F
4 Manage Set Task Specify the Oracle Com N Y Y N FS FSC /WEB- Application
Assignments reference data Middleware mon CM MUI INF/oracle/ap Reference
for Set set assignments Extensions UI ps/fnd/applco Data Set
Determinant for determinant for re/setid/publi Assignmen
Type type of Set. Application cUi/flow/Man t
s ageSetIdAssi
gnmentsTF.x
ml#ManageS
etIdAssignme
ntsTF
4 Manage Task Manage Financials Finan Y Y N N FS FSC /WEB- Reference
Reference reference data Common cials CM MUI INF/oracle/ap Data Set
Data Set set data access Module UI ps/financials/ User Data
Data Access for user commonMod Access
for Users provisioned roles. ules/shared/d
ataSecurity/ui
/flow/Manage
DataAccessF

Page 191 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
low.xml#Man
ageDataAcce
ssFlow

3 Define Task Review and Oracle Com N Y


ISO List manage ISO Middleware mon
Reference standard data, for Extensions
Data example, for
languages and Application
territories, for use s
across
applications.
4 Manage Task Review and edit Oracle Com N Y Y N FS FSC /WEB- Application
Currencies ISO standard Middleware mon CM MUI INF/oracle/ap Reference
currencies. Extensions UI ps/fnd/applco Currency
for re/nls/ui/flow/
Application ManageCurre
s nciesTF.xml#
ManageCurre
nciesTF
4 Manage ISO Task Review and edit Oracle Com N Y Y N FS FSC /WEB- Application
Languages ISO standard Middleware mon CM MUI INF/oracle/ap Reference
languages. Extensions UI ps/fnd/applco ISO
for re/nls/ui/flow/ Language
Application ManageIsoLa
s nguagesTF.x

Page 192 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
ml#ManageIs
oLanguagesT
F

4 Manage Task Review and edit Oracle Com N Y Y N FS FSC /WEB- Application
Territories ISO standard Middleware mon CM MUI INF/oracle/ap Reference
territories. Extensions UI ps/fnd/applco Territory
for re/nls/ui/flow/
Application ManageTerrit
s oriesTF.xml#
ManageTerrit
oriesTF
4 Manage Task Review and edit Oracle Com N Y Y N FS FSC /WEB- Application
Languages the installed Middleware mon CM MUI INF/oracle/ap Reference
languages. Extensions UI ps/fnd/applco Language
for re/nls/ui/flow/
Application ManageLang
s uagesTF.xml
#ManageLan
guagesTF
4 Manage Task Review and edit Oracle Com N Y Y N FS FSC /WEB- Application
Industries ISO standard Middleware mon CM MUI INF/oracle/ap Reference
industries. Extensions UI ps/fnd/applco Industry
for re/nls/ui/flow/
Application ManageIndus
s triesTF.xml#

Page 193 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
ManageIndus
triesTF

4 Manage Task Review and edit Oracle Com N Y Y N FS FSC /WEB- Application
Natural natural, spoken Middleware mon CM MUI INF/oracle/ap Reference
Languages languages. Extensions UI ps/fnd/applco Natural
for re/nls/ui/flow/ Language
Application ManageNatur
s alLanguages
TF.xml#Mana
geNaturalLan
guagesTF
4 Manage Time Task Review and edit Oracle Com N Y Y N FS FSC /WEB- Application
Zones time zones. Middleware mon CM MUI INF/oracle/ap Reference
Extensions UI ps/fnd/applco Time Zone
for re/nls/ui/flow/
Application ManageTime
s zonesTF.xml
#ManageTim
ezonesTF

Page 194 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Manage Task Review, create, Application HCM N Y Y N HC HCM faces/FuseO Application
Data Security or update grants s Security MU UI verview Data
Policies of entitlement to I Security
a user or role on Policy
an object or
attribute group for
a given condition.
3 Set User Task Specify the Oracle Com N Y N N FS FSC /WEB- Application
General general Middleware mon CM MUI INF/oracle/ap General
Preferences preferences Extensions UI ps/fnd/applco Preference
settings for all for re/pref/ui/mai s
users, for Application nflow/AdminP
example s referencesFlo
language and w.xml#Admin
date format. PreferencesF
low
3 Manage Task Select the Oracle Com N Y Y N FS FSC /WEB- Application
Audit Policies business object Middleware mon CM MUI INF/oracle/ap Audit
attributes to audit Extensions UI ps/fnd/applco Policy
for Oracle Fusion for re/audit/com
Applications, and Application mon/ui/flow/C
set audit levels s ommonAudit
for other Oracle SetupTF.xml
products. #CommonAu
ditSetupTF

Page 195 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Manage Task Enable the Oracle Com N Y N N FS FSC /WEB-
Oracle Social display of Middleware mon CM MUI INF/oracle/ap
Network information in Extensions UI ps/fnd/applco
Objects Oracle Social for re/socialnetw
Network about Application ork/ui/flow/So
changes to s cialNetworkT
business objects, F.xml#Social
and select which Network
attributes to
include for each
object.
3 Manage Task Review and Oracle Com N Y
Applications List manage common Middleware mon
Core objects, for Extensions
Common example profiles for
Reference and lookups, that Application
Objects affect the s
functionality and
look of Oracle
Middleware
Extensions for
Applications.
4 Manage Task Review and edit Oracle Com N Y Y N FS FSC /WEB- Application
Applications messages that Middleware mon CM MUI INF/oracle/ap Message
Core are used for Extensions UI ps/fnd/applco
Messages Oracle for re/messages/
Middleware Application ui/flow/Mana

Page 196 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
Extensions for s geMessages
Applications. TF.xml#Mana
geMessages
TF

4 Manage Task Review and Oracle Com N Y Y N FS FSC /WEB- Application


Applications manage lookup Middleware mon CM MUI INF/oracle/ap Standard
Core values for Oracle Extensions UI ps/fnd/applco Lookup
Standard Middleware for re/lookups/pu
Lookups Extensions for Application blicUi/flow/M
Applications. s anageStanda
rdLookupsTF
.xml#Manage
StandardLoo
kupsTF
4 Manage Task Review and Oracle Com N Y Y N FS FSC /WEB- Application
Applications manage profile Middleware mon CM MUI INF/oracle/ap Profile
Core Profile options that affect Extensions UI ps/fnd/applco Value
Options Oracle for re/profiles/ui/f
Middleware Application low/ManageP
Extensions for s rofilesTF.xml
Applications #profiles_tas
behavior, and k-flow-
specify the levels definition
at which they can
be set.

Page 197 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
4 Manage Task Specify profile Oracle Com N Y Y N FS FSC /WEB- Application
Applications option settings Middleware mon CM MUI INF/oracle/ap Profile
Core and values to Extensions UI ps/fnd/applco Value
Administrator control Oracle for re/profiles/ui/f
Profile Middleware Application low/ManageA
Values Extensions for s dminProfileV
Applications aluesTF.xml#
behavior. profileValues
_task-flow-
definition
4 Manage Task Review and Oracle Com N Y Y N FS FSC /WEB- Application
Applications manage Middleware mon CM MUI INF/oracle/ap Profile
Core Profile categories to Extensions UI ps/fnd/applco Category
Categories group profile for re/profiles/ui/f
options that are Application low/ManageP
used in Oracle s rofileCategori
Middleware esTF.xml#pro
Extensions for fileCategories
Applications, _task-flow-
based on their definition
functional area.
Categories can
be used to
search for related
profiles and to
define data
security rules.

Page 198 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
4 Manage Task Review and Oracle Com N Y Y N FS FSC /WEB- Application
Applications manage value Middleware mon CM MUI INF/oracle/ap Flexfield
Core Value sets for Oracle Extensions UI ps/fnd/applco Value Set
Sets Middleware for re/flex/vst/ui/
Extensions for Application publicFlow/M
Applications. s anageValueS
etsTF.xml#M
anageValueS
etsTF
4 Manage Task Review and edit Oracle Com N Y Y N FS FSC /WEB- Application
Applications descriptive Middleware mon CM MUI INF/oracle/ap Descriptive
Core flexfields that are Extensions UI ps/fnd/applco Flexfield
Descriptive used for Oracle for re/flex/dff/ui/p
Flexfields Middleware Application ublicFlow/Ma
Extensions for s nageDescripti
Applications. veFlexfieldsT
F.xml#Manag
eDescriptiveF
lexfieldsTF
4 Manage Task Review and Oracle Com N Y Y N FS FSC /WEB- Application
Applications manage Middleware mon CM MUI INF/oracle/ap Attachment
Core attachment Extensions UI ps/fnd/applco Entity
Attachment entities for Oracle for re/attachment
Entities Middleware Application s/publicUi/flo
Extensions for s w/ManageAtt
Applications. achmentEntiti
es.xml#Mana

Page 199 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
geAttachmen
tEntities

4 Manage Task Review and Oracle Com N Y Y N FS FSC /WEB- Application


Applications manage Middleware mon CM MUI INF/oracle/ap Attachment
Core attachment Extensions UI ps/fnd/applco Category
Attachment categories for for re/attachment
Categories Oracle Application s/publicUi/flo
Middleware s w/ManageAtt
Extensions for achmentCate
Applications. gories.xml#M
anageAttach
mentCategori
es
4 Manage Task Manage global Oracle Com N Y Y N FS FSC /WEB- Application
Applications search Middleware mon CM MUI INF/oracle/ap Global
Core Global configurations Extensions UI ps/fnd/applco Search
Search that determine for re/globalSear Configurati
Configuration how Global Application ch/uiPublic/Gl on
s Search looks on s obalSearchM
specific pages anageConfig
and which groups urationsTF.x
appear by default ml#GlobalSe
in the search box archManage
auto-suggest Configuration

Page 200 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
s

4 Manage Task Register and edit Oracle Com N Y Y N FS FSC /WEB- Application
Applications suggestion Middleware mon CM MUI INF/oracle/ap Suggestion
Core Global groups to appear Extensions UI ps/fnd/applco Group
Search in the search box for re/globalSear
Suggestion auto-suggest Application ch/uiPublic/Gl
Groups s obalSearchM
anageGroups
TF.xml#Glob
alSearchMan
ageGroups
4 Manage Task Allows setup and Oracle Com N Y Y N FS FSC /WEB- Application
Applications maintenance of Middleware mon CM MUI INF/oracle/ap Global
Core alternate words Extensions UI ps/fnd/applco Search
Alternate for the global for re/globalSear Configurati
Words search. Application ch/uiPublic/Gl on
s obalSearchM
anageAlterna
teWordsTF.x
ml#GlobalSe
archManage
AlternateWor
ds

Page 201 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
3 Migrate Task Select the Oracle Com N Y N N FS FSC /WEB-
Enterprise enterprise roles Middleware mon CM MUI INF/oracle/ap
Roles and to migrate from Extensions UI ps/fnd/applco
Assignments Oracle Fusion for re/roleSynchr
to PaaS Applications to Application onization/Sel
Identity Store the PaaS identity s ectedRolesT
store. F.xml#Select
edRolesTF
3 Manage Task Enable secured Oracle Com Y Y N N FS FSC /WEB-
Configuration access by Middleware mon CM MUI INF/oracle/ap
Set Migration allowing users to Extensions UI ps/setup/com
Target register for monSetup/se
Security credentials for a Application tupHub/public
Policy target application s Ui/flow/Endp
while moving ointPolicyFlo
application w.xml#Endpo
modifications, intPolicyFlow
such as added
page content or
edited UI text.
3 Manage Task Synchronize Oracle Com N Y N N FS FSC /WEB-
User Identity PaaS user Middleware mon CM MUI INF/oracle/ap
Synchronizati identities, review Extensions UI ps/fnd/applco
on to PaaS the results, and for re/userSynch
Identity Store export the details Application ronization/Us
to Excel. s erSynchroniz
ationReportT

Page 202 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
F.xml#UserS
ynchronizatio
nReportTF

2 Define Task Trading CRM N Y


WebLogic List Community
Communicati Model
on Services
Configuration
3 Register Task Specify the Trading CRM Y Y N N FS FSC /WEB-
URL for the address of the Community CM MUI INF/Deployed
telephony session initiation Model UI ApplicationCr
gateway or protocol eateEditFlow.
soft switch for telephony xml#Deploye
SIP domain gateway or soft dApplication
switch serving CreateEditFlo
the users within w
that domain.
3 Enable Task Enable Trading CRM Y Y Y N FS FSC Application
Click to Dial automated dialing Community CM MUI Profile
by clicking a Model UI Value
phone number.

Page 203 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
2 Define Task Set up jobs using Performanc HCM Y Y
Oracle List the Oracle e
Enterprise Enterprise Manageme
Scheduler Scheduler nt
Service Jobs Service
for Workforce configuration for
Deployment Workforce
Deployment.
3 Manage Task Manage the Application ATF N Y Y Y HC HCM /WEB- Enterprise
Enterprise Enterprise Toolkit MU UI INF/oracle/ap Scheduler
Scheduler Scheduler job I ps/atk/essMe Job List of
Job definitions and ta/publicUi/flo Values
Definitions job sets used for w/AtkEssSrs Source
and Job Sets running ManagerFlow
for Human scheduled .xml#AtkEss
Capital processes, as SrsManagerF
Management well as the lists of low
and Related values used for
Applications job definitions.
1 Define Task Workforce HCM N Y
Environment, List Health and
Health and Safety
Safety Setup Incidents

Page 204 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
2 Manage Task Manage Workforce HCM Y Y Y N FS FSC /WEB- Application
Environment, configuration Health and CM MUI INF/oracle/ap Common
Health and settings for Safety UI ps/fnd/applco Lookup
Safety Environment, Incidents re/lookups/pu
Configuration Health and blicUi/flow/M
Settings Safety. anageComm
onLookupsTF
.xml#Manage
CommonLoo
kupsTF
2 Manage Task Manage the e- Workforce HCM Y Y Y Y HC HCM /WEB- Health and Health and
Environment, mail address to Health and MU UI INF/oracle/ap Safety Safety
Health and receive Safety I ps/hcm/hnsIn Attachment Attachment
Safety attachments for Incidents cidents/setup Address Address
Attachment an /publicUi/flow
Address environmental, /SetupEmailF
health and safety low.xml#Setu
incident that pEmailFlow
occurs in the
workplace.
2 Manage Task Establish default Workforce HCM Y Y Y Y HC HCM /WEB- Health and Health and
Environment, dates for the Health and MU UI INF/oracle/ap Safety Safety
Health and expected Safety I ps/hcm/hnsIn Incident Incident
Safety completion of an Incidents cidents/setup Completion Completion
Incident environmental, /publicUi/flow Dates Dates
Completion health, or safety /SetupTarget
Dates activity. DatesFlow.x

Page 205 of 206


Functional Setup Report Date: 23-Nov-2019 1:25 PM

Setup Task Lists


and Tasks
Workforce Deployment

Export-Import

CSV Export-
Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Import

Object
Level

Task List / ADF Task


Task Type Description Product Flow Scope
ml#SetupTar
getDatesFlow

1 Configure Task Configure HCM HCM HCM N Y


HCM Atom List Atom Feeds, Common
Feeds including Architectur
definition of e
archive and
purge policies for
Atom entries.
2 Manage Task Manage HCM HCM HCM N Y N N HC HCM /WEB-
HCM Atom Atom Feeds Common MU UI INF/oracle/ap
Feeds configuration, Architectur I ps/hcm/com
including archive e mon/core/ato
and purge mpub/ui/flow/
policies for Atom AtompubHom
entries. eTF.xml#Ato
mpubHomeT
F

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