Demo class - 1 Oracle Fusion HCM

 Oracle Fusion was introduced in the year 2011.

 Oracle Fusion is a product which is used to manage the business
organizations like human resource, finance, supply chain management,
procurement.
 It is an ERP tool to manage the business process.
 Oracle Fusion comes under ERP family.
 Oracle Fusion HCM is used to manage all the HR related activities like
hiring, promotion, transfer, performance evaluation at the end of the year
etc.
 The customer who has brought license will use this software
Ex: TATA Group, Reliance Enterprise.
 Oracle Fusion HCM [Human Capital Management] is brought by the
customer to manage all the HR related activities in their company.
 After learning this course we will be working in consulting companies
Ex: Delloite, Accenture, cognizant etc. for the implementation project.

Modules in Oracle Fusion HCM

Functional

 Core HR/Global HR
 Absence Management
 Payroll
 Talent Management
 Compensation & Benefits
 OTL [Oracle Time & Labor]
 OLC [Oracle Learning Cloud]
 ORC [Oracle Recruiting Cloud]
 Help Desk & Safety
 Security Administration
 Work Flows & Approvals
 Sandbox – HCM Design Studio
 Technical
 Inbound Integrations
 HDL, HSDL
 Outbound Integrations
 BI, OTBI, HCM Extracts
 Fast Formulae
 Security Administration

Creation of User Account Management & Role Management

Step 1:

 Sign into the application.

Step 2:

 Click on Tools

Step 3:
  Click on Security Console.

Step 4:

 Click on Users.

Step 5:

 Click on Add User Account to create a new account.

Step 6:

 Select Associated Person Type as None or Worker.

Step 7:

 Select Account Information as Active or Locked.

Step 8:
  Fill User Information Details.

Step 9:

 Click on Add Role.

Step 10:

 Search for employee & select the employee with code

ORA_PER_EMPLOYEE_ABSTRACT (Standard Role).
 Click on Add Role Membership.
Step 11:

 If we want to remove the role then click on Delete(x).

Step 12:

 Add Human Resource Manager Role & click on Add Role Membership.
Step 13:

 Add Human Resource Manager Role & click on Add Role Membership.

Step 14:
  If we want to remove all the roles that you have added then click on
Remove All Roles.

Step 15:

 Click on Save & Close

Step 16:

 Click on Sign Out.

Step 17:

 Then Sign in with the user account you have created & see what are added
according to the roles.
Lock Account:
Locks the user account.
 Go to Tools >> Security Console >> Users >> Search for the user >> click on
dropdown under Action.

In the above picture we find a path to go to Lock Account, Reset Password,

Delete, Compare Users, and Copy User.
Compare Users:
This is used to compare the users based on the roles.
 Go to Tools >> Security Console >> Users >> Search for the user >> click on
dropdown under Action.

Step 1:

 Click on Compare Users.

Step 2:

 Click on second user search icon.

 Step 3:

 Search for the user that you want to compare & click on OK.
Step 4:

 Click on Compare.
Step 5:

 Above we can compare the roles between two users.

Copy User:
If we want to transfer the roles from one user to another user then we can use
copy user.
Step 1:
 Go to Tools >> Security Console >> Users >> Search for the user >> click on
dropdown under Action.

 Click on Copy User.

Step 2:

 Above we can see that roles are copied and new user name can be created.

User Category
User Creation depends on User Category.
User Categories are:-
 User Name Generation Rule
 Duplication Cases
 Password Complexity Setup
 Password Expiration Rules.
Step 1:

 Sign into the application.

Step 2:

 Go to Tools
Step 3:

 Click on Security Console.

Step 4:

 Click on User Categories.

 Click on DEFAULT.

Step 5:

 Click on Details & Click on Edit.

Step 6:

 Click the dropdown and select User Name Generation

Rule what you want. [User Name]
Step 7:

 Select the checkbox with Generate system username

when generation rule fails. Incase username which has
been set manually fails because of duplication then
system will generate own user name.
 Click on Save & Close.
Step 8:

 Click on Password Policy & Click on Edit.

Step 9:
  If you want to do any changes do it & click on Save
& Close.

Step 10:

 Click on Notifications & Click on Edit.

Step 11:
  If you want to enable or disable all the
notifications then there is a checkbox with Enable
notifications at the top.
 If you want to enable or disable a particular
notification click on the notification below
Template name. Ex: New user created.

Step 12:

 Here we can enable or disable a particular notification at the top with

checkbox.
 Click on Save and Close.
Note: ORA is Standard Oracle notifications.
Step 13:

 Click on Save.

Step 14:
  Click on Users & here we can see how many users
are using this environment.
Step 15:
Click on Users >> Add User Account. Then we can see the below picture.

 Select User Category as Default & Following

conditions will work.
 All the User Categories which have been set based
on that only User Information will be created.
 Ex: User Name will be selected based on User
Name Generation Rule in Details.
 Password Depends on Password Policy.
 Create own User Category
Step 1:
Tools >> Security Console >> User Categories

 Click on User Categories & click on ‘+ Create’ to

create own user category.
Step 2:

 Click on Details & click on Edit.

Step 3:

 Give the User Category Name ex: cc

 Select User Name Generation Rule & select the
checkbox if you want like you have done before
for default. Click on Save & Close.
Step 4:
 Follow the steps that you have done for default for password, notification,
users.
Step 5:

 Go to Users & Click on Add User Account.

Step 6:

 Select User Category dropdown and you can see the user category that you
have created (CC) select it, fill the details & create a user account.
 Click on Save & Close.
Step 7:

 Here we can update the user category for an

existing user. Click on User Name Ex: TT.I

Step 8:

 Click on Edit.
Step 9:

 Click the dropdown button in User Category Select

the User Category.
 Click on Save & Close.
 Automatic generation of User Account
When hiring details of an employee is registered in a system automatic
generation of user account is created.
Creation of Automatic generation of User Account
Step 1:

 Go to Settings & Actions

 Click on Setup & Maintenance.
Step 2:

Tasks

 Go to Tasks & Click on Search.

Step 3:

 Type Manage Enterprise HCM Information in search box & select it.
Step 4:

 Click on Edit & select Correct.

Step 5:

 Scroll down in the same page then you will find User and Role Provisioning
Information.
 Select this option in User Account Creation. If we don’t select this option
the user account will not be created automatically.
 Offerings
Oracle will be selling the licenses for the module in the form of offerings.

Offerings available for HCM

 Workforce Deployment
1. Global Human Resources
2. Global Payroll and Localizations
3. Global Payroll Interface
4. Workforce Reputation Management
5. Workforce Predictions
6. Workforce Management
7. Time and Labor
8. Absence Management

 Workforce Development
1. Talent Review
2. Performance Management
3. Goal Management
4. Succession Management

 Compensation Management
1. Compensation
2. Incentive Compensation
3. Benefits
4. Total Compensation Statement

 Recruiting and Candidate Experience

 HCM Communicate
Enabling the offerings in the system Step1:

 Give the User ID & Password

 Click on Sign In.

Step 2:

Settings and
Actions

 Click on Settings and Actions.

Step 3:

 Click on Setup and Maintenance.

Step 4:

 Click on Actions.
 Step 5:

 Click on Go to Offerings.

Step 6:
  Click on Compensation Management. To enable or disable the
offering click on Opt in Features.

Step 7:

 Click on the Check box under Enable to enable or disable the

Compensation Management.

Step 8:
  Click on Workforce Development. To enable or disable the
offering click on Opt in Features.

Step 9:

 Click on the Check box under Enable to enable or disable the

Workforce Development.

Step 10:
  Click on Workforce Deployment. To enable or disable the offering
click on Opt in Features.

Step 11:

 Click on the Check box under Enable to enable or disable the

Workforce Deployment.
 Enterprise Structures

Enterprise Structure can also be called as Organization Structure.

Enterprise Structure
Enterprise
Divisions
Legal Entities
Business Units
Departments

Enterprise
 It is the top level assumed identity of the client’s organization.
 Ex: TATA Group
Divisions
 Divisions can be identified by dividing the industries mode of operations or
based on regions.
 Ex: TATA Asia Division, TATA US Division.
 After Divisions Legal Entities are created.
Legal Entities
 The entity or company which is legally registered as per the government
norms in a particular country is called as Legal Entity.
 After Legal Entities Business Unites are created.
 Legally hiring the employee is called as Legal employer.
 The company which will maintain salaries of an employee and tax related
information of an employee is called as Payroll Statutory Unit.
 To deduct the tax according to the country we use Legislative Data Group.
Business Units
 It is the logical operating unit comes under each legal entity of our
customer team.
 After Business Unit we create Departments.

Departments
 It can be identified by which department employee is working.
 Implementation Project
To track the progress of a project by the customer/client we need
Implementation Project.
Configuring the Implementation Project
Step 1:

 Sign in to the application.

Step 2:

 Go to Settings & Actions.

 Click on Setup & Maintenance.
Step 3:
  Click on Tasks and click on Manage Implementation Projects.

Step 4:

 Click on ‘+’ to create new implementation project.

Step 5:
  Fill the details & click on Next.
Step 6:

 Enable Compensation Management & its modules.

Step 7:

 Enable Workforce Deployment & its modules.

Step 8:

 Click on Save and Open Project.

Step 9:

 Above we can see the Basic Information about the project.

Step 10:

 In the Task search box we can search for the module that we have enabled
ex: Manage Geographies. Also we can see the path where it is.
Step 11:
 Click on Manage Geographies with Path Workforce Deployment in above
picture Step 10.
Step 12:

 Click on Go to Task next to Manage Geographies.

Step 13:

 Here we can see the task Manage Geographies.

Step 14:

 Expand Workforce Deployment & Select Define Payroll.

 Click on Assign Tasks.
Step 15:
  Click on ‘+’ to assign task to individual users.
Step 16:

 Select the User.

 Click on Apply & Done.
 Same way add one more user to Define Payroll Task.
Step 17:

 Assigning the due date to both users

 Click on Save & Close.
Step 18:

 Here we assigned to multiple users & Due date can also be seen.
 Here there is a slight change instead of assigning task to define payroll I
have assigned to Define Common Applications Configuration for human.

Step 19:

 Here we can change the status of the task by selecting the task & clicking
on Edit Status.
Step 20:

 Here we can change the status & click on Save & Close.

Step 21:

 After changing the status for Run User and Roles Synchronization process
task it appears like this.
Step 22:

 Click on Edit button next to Basic Information.

Step 23:

 Here we can change the status, Finish Date etc..

 Click on Save & Close.
Step 24:

 After project is started in the middle client wants to add more modules
then by clicking on ‘+’ we can add the offerings.

Step 25:

 Make sure to keep Offerings in Search.

 In Name type what offering you want ex: Workforce Development.
 Select the offering, click on Apply & Done.