1 © 2008 Oracle Corporation – Proprietary and Confidential

Purpose:
This document provides an overview of features and enhancements included in Oracle E-Business Suite Release
12.1. It is intended solely to help you assess the business benefits of upgrading your existing Oracle Products to
Release 12.1, or implementing completely new Oracle developed products, and planning your I.T. Projects.
Disclaimer:
This document in any form, software or printed matter, contains proprietary information that is the exclusive
property of Oracle. Your access to and use of this confidential material is subject to the terms and conditions of
your Oracle Software License and Service Agreement or other applicable contract with Oracle, with which you
agree to comply. This document and information contained herein may not be disclosed, copied, reproduced or
distributed to anyone outside Oracle without Oracle’s prior written consent. This document is not part of your
license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or
affiliates.
 
This document is for informational purposes only and is intended solely to assist you in planning for the
implementation and upgrade of the product features described. This is not a commitment to deliver any material,
code, or functionality, and should not be relied upon in making purchasing decisions. The development, release,
and timing of any features or functionality are always at Oracle’s sole discretion. This document is not
considered part of the applicable program documentation.
 
Due to the nature of the product architecture, it may not be possible to safely include all features described in
this document without risking significant destabilization of the code.

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Oracle E-Business Suite Release 12.1 - Implement and Use

Oracle HCM Configuration Workbench
 Agenda
• Overview of Configuration Workbench
• New and Changed Features
• Workbench Security
• Data Management
• Spreadsheet Loader Configuration
• Demo
• Data Migration and Reporting
• Custom Interfaces
• Custom Selection Set
• Comparison Reports
• Demo
• Additional Resources
• Q&A

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Overview

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 Configuration Workbench
Overview
• An integrated toolset that simplifies the tasks of configuration
management.
• Configuration tasks grouped together in a central framework
• Direct access to tools for configuring HRMS
• Embedded knowledge of good practice

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 Configuration Workbench
Manage your Application Lifecycle

Database Management
Environment Management – Patch Tracking

Configuration Management

Evaluate Install Configure Convert Test Deploy Maintain Upgrade

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 Configuration Workbench
High Level Implementation Flow Maintain Data
4
Packaged
Solution
Templates

Interview
Gold/
Master Instance

Configure Test Prod

1 2
Manage Data

Config Wizards Migrate

Business Model
Templates Setup/Data
3

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 Configure Setup
Implementation Approaches

3
5

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New and Changed

Features

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 Workbench Security
Restrict Functions based on the User Responsibility
• Flexibility to decide on the display and access of Tasks and Sub-tasks to the end user.

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 Workbench Security
Data access based on HR Security Profile settings
• You can now restrict the access of data creation/modification to specific business
groups based on HR Security Profiles

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 Data Management
Maintain Data
Packaged 4
Solution
Templates

Interview
Gold/
Master Instance

Configure Test Prod

1 2
Convert Data

Config Wizards Migrate

Business Model
Templates Setup/Data
3

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 Manage Data
Spreadsheet Loader Configuration

• Business Users can carve out sub-set of the spreadsheets depending

upon the business requirements or industry

• Multiple processes support.

• Ability to configure spreadsheet for specific processes like  Mass Location
changes, Mass Organization changes, Mass Hiring etc.

• Supports different sources for data

• Oracle HR (APIs) for (download/upload) (Migration)
• XML and CSV files for data upload (Legacy data upload).

• Flexibility to change the layout of the spreadsheet as per

industry/vertical:
• Display/Hide columns, change column names and re-order the columns.

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 Manage Data
Use Cases – Spreadsheet Loader Configuration

As a part of the University recruitment drive, Suse's

Suse Jane
HR Recruitment requirement is to mass recruit for the Trainee position
Manager

To align with the Company's latest reorganization, Tim's

requirement was to update the Position and Supervisor for Tim Lee
all employees within a department HR Manager

John Lewis To align to the Company Policy, John's requirement is to

Training mass enroll all his employees for a mandatory Fire Safety
Manager Training program.

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 Spreadsheet Loader Configuration
Setup Steps

Business User End User

1. Select Loader Configuration in

Workbench 1. Navigate to spreadsheet launch
pad
2. Define Data Function
2. Specify the parameters based on
3. Select Spreadsheet Content the type of spreadsheet
4. Define Security Settings 3. Download the spreadsheet
5. Define Layout 4. Make modifications
6. Generate Functions (Launch Pad) 5. Upload the spreadsheet
7. Assign the Function to appropriate
Responsibility/Menu

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Demonstration

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Migrate Setup & Data

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 Setup/Data Migration and Reporting
High Level Implementation Flow Maintain Data
Packaged 4
Solution
Templates

Interview
Gold/
Master Instance

Configure Test Prod

1 2
Convert Data

Config Wizards Migrate

Business Model
Templates Setup/Data
3

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 Migrate Setup & Data
Migration - Implementation Challenges

• Complex Configurations
• New instances require extensive setups
• Risk of error with manual setup
• Administration of Functional Configurations across multiple
environments (CRP, Test, Prod etc)
• Tasks are repetitive
• Change Management is time consuming
• Document the Setups at various stages
• Troubleshoot Functional Configurations issues across instances
• Transform Functional Configurations – Re-use existing setup
• Archive setup snapshot for later use

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 Migrate Setup & Data
Overview

• Migrate and Promote Functional Configurations

• New Implementation
• Incremental Implementation (e.g. Add a new business process)
• Roll Outs (e.g. Add an Organization Structure)
• Copy & Modify Setups (e.g. Copy Payroll Element setups for New
Business Group)
• Document Functional Configurations for Sign-Offs (e.g. BR100*)
• Compare Functional Configurations across instances and/or
timelines
• Maintain a repository of Functional Configuration snapshots
(Gold Copy Extracts)

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 Migrate Setup & Data
Steps

Define
1 Selection Set 2 Extract 3 Transform 4 Load

Extract

Source Instance
Transform

Load

Target Instance

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 Migrate Setup & Data
Selection Sets

• Generic Selection Sets: • Independent Selection Sets:

• General Foundation • Daily Rates
• Product Foundation • Profile Options
• Oracle Financials Setup
• Financials Operating Unit Level Setup • Additional Selection Sets:
• Organization Structure Setups • Workflow Definitions
• Discrete Mfg. and Distribution Setups • Workflow Business Event
• Payroll Element System Objects
• Australian Leave Liability • XML Publisher
• Profitability Manager Setups • Personalization
• Transfer Pricing Setups

• Operational Selection Sets:

• Suppliers
• Employees

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 Migrate Setup & Data
HCM Interfaces
Payroll Element

Organization Structure

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 Migrate Setup & Data
Migration Sequence

4 Employees

3a Organization Structure setup 3b Payroll Elements

2 Product Foundation- Organization Structure setup

1 General Foundation

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New and Changed

Features

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 Migrate Setup & Data
Selection Set Extensibility in 12.1

• Seamless integration for interfaces of Type

• Generic Loader (LCT & LDT)
• Business Service Object
• Custom Java Interfaces

• Users can register the above types of interfaces to leverage

Migration and Reporting capabilities of iSetup

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 Migrate Setup & Data
Custom Selection Set

• Users can create their own Selection Sets from

• Seeded Data Object Interfaces
• User-registered Data Object Interfaces.
• Supports Multiple Data Objects in Selection Set
• User-defined sequence to control Load orchestration

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 Migrate Setup & Data
Custom Selection Set

Choose data object for

the selection set

Override Load Sequence

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 Migrate and Compare Data
Comparison Reports

• Compare Snapshots
• Snapshot files can be data from a single instance across timeline or
from two different instances.
• User defined key criteria - Select attributes to compare
• Users can view the generated report online or download the report in
PDF, RTF formats

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 Migrate and Compare Data
Comparison Reports

Indicators

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Demonstration

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Additional Resources

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 Important References
• Human Resources Management Systems Implementation Guide
• Human Resources Management Systems -Enterprise and Workforce
Management Guide
• Note 360105.1 - Understanding and Using Web ADI in HRMS
• Oracle iSetup User Guide
• Oracle Web Applications Desktop Integrator Implementation and
Administration Guide

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 Additional Resources

• For more release information on MetaLink

• https://metalink.oracle.com/metalink/plsql/
ml2_documents.showDocument?p_database_id=NOT&p_id=403259.1
• For more information about Oracle Applications
• http://www.oracle.com/applications/home.html
• For more information about Education
• http://www.oracle.com/education/index.html
• For more information about Support
• http://www.oracle.com/support/
• For MetaLink information
• http://metalink.oracle.com/
• For Oracle Product documentation:
• http://www.oracle.com/technology/documentation/applications.html

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 Q&
36
A
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