Professional Documents
Culture Documents
Approval
4
Date Author Version Change Reference
Reviewers
Name Position
Distribution
Table of Contents
Petr Oracle Consulting Services | Petrofac | 23-Mar-2019 | Page 2 of 29
Document Control.................................................................................................................................2
Introduction...........................................................................................................................................5
Objective...........................................................................................................................................5
Related Solution Design Documents..................................................................................................5
References.........................................................................................................................................6
Process Overview..................................................................................................................................7
Hire to Retire.....................................................................................................................................7
Oracle Modern Best Practice.........................................................................................................7
Seeded Oracle Roles......................................................................................................................8
Process Descriptions..........................................................................................................................8
Business Process: Manage Workforce Structures..........................................................................8
Business Process: Add a Person.....................................................................................................9
Business Process: Manage Personal Information........................................................................11
Business Process: Manage Employment Information..................................................................12
Business Process: Transfer Worker..............................................................................................13
Business Process: Promote Worker.............................................................................................14
Business Process: Terminate Worker...........................................................................................14
Business Process: Approvals........................................................................................................15
Key Design Considerations..................................................................................................................16
Enterprise Structures.......................................................................................................................16
Work Structures...............................................................................................................................17
Jobs..............................................................................................................................................17
Positions......................................................................................................................................17
Grades.........................................................................................................................................17
Trees............................................................................................................................................18
Data segregation..............................................................................................................................19
Employment Model.........................................................................................................................19
Person Model..................................................................................................................................20
Person Numbering...........................................................................................................................21
Assignment Status...........................................................................................................................21
Seniority Date Mapping...................................................................................................................22
Transactions and Approvals.............................................................................................................23
Key Decisions...................................................................................................................................23
Integration...........................................................................................................................................24
Fusion to Taleo................................................................................................................................24
Taleo to Fusion................................................................................................................................24
Describe the high-level features available in Oracle HCM Cloud to support the Hire to Retire
process, as available in HCM Cloud Release 13 (version 19A);
Provide an overview of the standard Oracle Modern Best Practices associated with the Core
Human Resources, employee Self-service, Manager Self-Service;
Highlight any key design considerations that Petrofac should be prepared to assess in
preparation for implementation of HCM Cloud for Core Human Resources;
Highlight any material areas where current Petrofac operating processes may need to be
challenged in order to align with standard HCM Cloud processes;
This document will serve as a baseline for what functionality will be used in solution;
The foundation design document is based on Action Log, Key design decisions and
Questionnaires gathered from Petrofac during the Familiarization Sessions;
The content of this document is based on the standard flows and embedded business processes
within Oracle HCM Cloud Global Human resources, as validated in a workshop conducted by Oracle
Consulting Services for Petrofac.
Oracle HCM Cloud is delivered via the underlying Oracle Cloud Applications suite. Oracle Cloud
Applications have been designed around business process best practices and are open-standards-
based business applications.
Oracle Modern Any reference to best practices are intended to refer to Oracle Modern Best Practice N/A
Best Practice processes [OMBP]. The official Oracle Modern Best Practice business process repository
for an exhaustive overview of our detailed processes can be found here.
[https://www.oracle.com/applications/modern-best-practice/hr-and-talent-
management/index.html]
Role Description
Human Resource Specialist Can view and edit all HR data for all employees. As a best practice the data
security is regulated using the Area of Responsibility.
Line Manager Can view all non-confidential data for their own direct and indirect reports.
Line managers can initiate among others transfers, promotions, working hour
changes, location changes and manage salary and compensation for their
reports.
Employee Can view their own data only. They are able to edit selected personal details
like address, marital status and upload documents. Employees are not able to
edit their employment information.
Process Descriptions
Business Process: Manage Workforce Structures
Oracle Modern Best Practice
The manage work structures process consists of processes contributing to the configuration of the
Enterprise to fit the structure at Petrofac. Using these processes Petrofac can create work structures
to register their workforce correctly.
Workforce Structure
The business flow for adding persons to Oracle HCM Cloud looks, in a simplified way, as follows:
Adding of a person process consists of a number of very similar sub processes. These processes differ
on a few small details, mainly the worker type selection. The rehire flow is entered when adding a
person results in a duplicate match and the new person is identified as a rehire. The continuation of
the flow is the same as for adding a worker (of any type).
Adding a person to the Petrofac enterprise can start either in an external recruiting system or in
Oracle HCM Cloud. If the person is hired through the recruiting process the data will be interfaced to
Oracle HCM Cloud as an employee. From this point the data can be enriched and extra information
can be added if needed.
If the person is not hired through the recruitment process the creation of the person can be initiated
in Oracle HCM Cloud where all the information regarding the person must be entered.
Pending workers are people who will be hired or start as contingent worker. The pending
worker record is used to mark them before the effective hire or start date. When the new
hire or placement is finalized, you convert the new worker to the proposed worker type.
Employees are the standard type for all workers with an employment contract and on the
Petrofac payroll.
Contingent workers are usually self-employed or agency workers who have a work
relationship for a specified duration. Contingent workers are typically paid by invoices.
Non-workers are people such as volunteers or retirees who are not engaged in the core
business of the company or legal employer but may receive payments.
Documents of Record
Oracle HCM Cloud is delivered with many document types which can be used in Document of
Record. The best practice is to limit the list to those document types that are needed by Petrofac.
This will make it easier for the users to select the correct document type when uploading a
document.
Approval of document of records is based on the document type setting: Approval required, this
setting can be Yes or No. If Yes then approval by HR is required, otherwise the document is auto
approved. Approval for Document of Record (DOR) will be as captured in Global HR Configuration
workbook.
The processes can be initiated by managers and require approval from HR Specialist. HR specialist
will check if required documents have been uploaded (if required) and if the transaction has been
entered correctly. After approval of the transaction the employment information will be updated in
the system, in case the transaction is rejected the information is not updated.
Change Manager
Upload Documents
Manage Seniority Dates
Manage Work Relationships
Compare
Employees and managers are able to utilize the compare functionality to compare themselves with
other employees. Employees will only see the public information of other employees to compare
unless information has been shared with them by their colleagues. The public information doesn’t
include grade, salary and other compensation information.
Managers can compare their direct reports with other employees but will only see the public
information of non-directs reports unless the employee has shared information with them. Within
the compare functionality employees and managers can compare against other people but also jobs
and positions.
Share Information
Oracle HCM Cloud includes functionality where employees and line mangers can share information
with others in the organization but also externally.
Employees can share their information internally or externally. When sharing externally employees
can select the information to share and limit sharing to a certain duration (in days) or number of
visits. The external party receives a user and access password and can view the information shared
by the employee.
Sharing of information by managers requires approval from employees. If they reject the approval
notification sharing of his information will not be enabled.
Global Transfer
There are two types of transfers and the main difference is whether there is a change in legal
employer involved. In a global transfer the legal employer changes, which from a legal perspective is
a termination in one employer and a hire in the new employer.
1. Home HR will no longer have the access to employee's record. (Neither Active nor
Inactive).
2. Host HR will access both records of employee i.e. Active as well as Inactive.
In case of End Global temporary assignment HR will see data as per below:
2. Host HR will not have the access to employee's record. (Active or Inactive).
Employee initiated terminations will follow approval hierarchy as, Line manager, HR Business
Partner and Head of Department approval with a for-your-information notification to HR
Shared services and Payroll team
Line manager initiated terminations will follow approval hierarchy as next level manager, HR
Business partner, Head of department with a for-your-information notification to HR Shared
services
In some enterprises, organization classifications overlap, which means that the same organization
can be assigned multiple classifications. For example, one organization within an enterprise might be
both a project organization and a department. The classifications of organizations vary according to
business objectives, legal structure, industry, company culture, size and type of growth. You can
create organizations in Oracle Fusion with one or more classifications to reflect your enterprise
structure.
Oracle Cloud Applications also enables the configuration of trees/hierarchies of departments and
organizations. In the department hierarchy only departments can be included, whereas in the
organization hierarchy also other internal organizations can be included.
The following items will form part of the HCM Enterprise Structure for Petrofac:
Enterprise
Divisions
Legislative Data Groups
Legal Entities
Legal Reporting Units
Departments
Business Units
Locations
Item Definition
Enterprise One for Petrofac - holds the basic information about the enterprise such as
primary industry and location of the headquarters. The rest of the
organization structures are built under the Enterprise.
Legislative Typically, at least one LDG per country is required to facilitate regulatory
Data group and government reporting requirements and support any delivered
functionality.
Legal Represents in HCM the legal employer. A legal employer is a legal entity
Entities that employs people.
Business Business unit is a logical unit that is managed to align, track and report
Unit specific business rules to share data.
It can be used for: a). Management reporting, b). Transaction processing c).
Transactional data security and d). Reference data sharing and definition
Locations Physical site or location (with address). Employees can also be working out
of this location
Work Structures
Jobs
Jobs are typically used in industries where flexibility and organizational change are key features.
Using jobs gives an enterprise the flexibility to determine where to use head count, because the job
only exists through the person performing it.
Positions
Positions are typically found in organizations which can be marked as: static, with strict budget
controls and/or centrally lead. Using positions gives an enterprise the ability to regulate
employment, roles, and compensation according to strict policies and procedures. Fixed roles tend
to endure over time, surviving multiple incumbents. Industries that manage roles rather than
individuals, where roles continue to exist after individuals leave, typically model the workforce using
positions.
Grades
The level of compensation for workers is set with the grade structures. Grades show relative
seniority and are used to compare roles across the organization. Oracle HCM Cloud can be used for
direct pay and for indirect pay. Direct pay sets grades with salary ranges (like minimum and
Trees
Department Trees
Using the predefined tree structure for a department tree, you can create multiple department trees
and then create multiple versions of each tree to build hierarchical representations of the
departments within your organization. The top node of the tree is a department, and all of the child
nodes are also departments. You can secure data by using department trees in an organization
security profile.
Organization Trees
Using the Organization Tree, you can create the hierarchical representation of your enterprise. In an
organization tree, you can select any type of organization like Divisions, Legal Employer, Business
Unit or Department for the first node and for the child nodes, but have only one first node. You can
secure HCM data using an organization tree, to identify organizations in an organization security
profile.
The following items will form part of the Work Structures for Petrofac:
Jobs
Job Family
Job Profile
Grades
Grade Rates
Organization Trees
Department Trees
Item Definition
Job Description of the task the employee performs for the organisation.
Job Family A group of jobs that have different but related functions, qualifications,
and titles. They are beneficial for reporting.
Job Profile Describe the job requirements or attributes of a job (model profile) such as
Competencies, Degrees and Job profile is associated to Job.
Grade Grade shows relative seniority and is used to compare roles across an
enterprise.
Grade Rate Grade contains grade rates. Rates set grades with salary ranges (like
minimum and maximum wages), so workers can have their salary within
these boundaries.
Organization The Organization Tree would be used to depict the Organization Structure
Tree of the Company
Different types of Organizations like Legal Employers, Business Units,
Department The Department Tree could be used to depict the Department Hierarchy of
Tree the Company.
Only the department could be used while defining the department trees
There could be multiple active department trees defined in the application
The Department tree could be used secure access to Departments by
identifying a Department hierarchy in an Organization security profile
Department Trees can be used to drive the data security access through
Area of Responsibility or Organization Security Profiles.
Data segregation
Oracle HCM Cloud provides the ability to segregate common work structures by business unit. The
standard usage is to use common sets for jobs, grades and locations to standardize HR data.
Common Sets are used for Global List of Values.
Petrofac has chosen to for the following segregations:
Employment Model
The employment model comprises two types of entities, which are work
relationships and assignments.
When you configure the employment model for the enterprise (when you create or update the
enterprise), you can select from three options:
Single Assignment
For Petrofac “Single Assignment- Single Contract” Employment Model would be used for all
countries in scope.
Person Model
Global Person Model:
Person Relationships:
Work Relationships:
Person Types:
Employee Graduate N
Employee Intern N
Ex-employee Ex-employee N
Person Numbering
The Person Number is a Unique Global Identifier in Oracle HCM Cloud Applications.
Single sequence will be used for all types of workers viz. Employee/Contingent Worker/Non-
Worker/Contact.
During data migration all employees will be migrated with their existing numbers.
New hire in Cloud HCM will get new number generated by system.
The starting sequence will be set to 2100001 in Cloud HCM.
Assignment Status
Each assignment contains an assignment status. The assignment status contains an "HR status", a
"payroll status”, and optionally user statuses. The HR status and payroll status values are linked to
the assignment status and are set automatically when the assignment status changes.
Below would be the seniority date scenarios and how it would be captured in Petrofac.
The New Work relationship dates as captured after Rehire would be as below:
Acquiring Details: New Company acquired by Petrofac on 01-Jan-2017, thus the acquisition date and
new legal entity creation date is 01-Jan-2017.
In this case the new work relationship dates post acquisition would be as below:
Enterprise Hire Date: 2017 (Acquisition Date this is to calculate continues period of service for
service award)
Enterprise Seniority Date: 2010 (is used for gratuity and all other benefits)
Key Decisions
The following file details the list of Key Decisions for Core HR
Fusion to Taleo
Custom integration will be developed from Fusion to Taleo to send workforce structure (like
Job/Grade/Location/department) create/update.
Taleo to Fusion
Custom Interface from Taleo to HCM Cloud to hire candidate (Offer Accepted) as employee. On-
boarding documents from Taleo for candidates will be uploaded to employee records in Document
of records as part of interface. Once an employee is terminated in HCM Cloud the data will be
interfaced to Taleo to inactivate employee user account.
Fusion to EBS
Custom integration to push employee master data to the ERP system for payroll processing including
New Hires
Employee Movements
Transfers
Absences
Salary
Allowances
Terminations
EBS to payroll
Custom integration to push payslips from EBS to Fusion
Payroll
Workforce Management Full-Time Equivalent FTE of active employees (includes contractors and
– Worker Assignment temporary employees). This excludes employees
Real-Time on leave.
Standard Reports
The following standard reports are provided as part of Oracle Cloud to support Hire to Retire
processes, delivered via the Oracle Transactional Business Intelligence (OTBI) or Business Intelligence
Publisher (B.I. Publisher) tools.
Additional Reports
The following reports are defined by Petrofac
Line Manager This is an Auto Provisioned Role which is attached to the Managers
having Employee’s reporting under them.
HR Business Partner This is an Auto Provisions role based on the Area of Responsibility
tagged in the Core HR record.
HR Shared Services This is an Auto Provisions role based on the Area of Responsibility
tagged in the Core HR record.
GHR Work Which reference set will Closed This has been shared
02 Structure be used while defining and updated accordingly
location and departments in FDD.
GHR People Group People Group KFF fields In Progress Reviewing the received
03 and their corresponding data.
values
GHR Action and Action and Action reasons In Progress Reviewing the received
04 Action to be shared data.
reasons
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