Oracle Fusion Workforce

Deployment Implementation:
Global Human Resources

Student Guide Volume II

D75489GC10
Edition 1.0
April 2012
D76754

Authors

Copyright 2012, Oracle and/or its affiliates. All rights reserved.

Alison Firth
Hema Hardikar

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Srinivas Vellikad

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CONTENTS
Lesson 1:

Workforce Deployment Course Overview ....................1

Lesson Objectives ................................................................................... 1

Course Objectives ................................................................................... 2
Course Schedule ...................................................................................... 3
Course Approach ..................................................................................... 4
Hands-On Activities .................................................................................. 5
Oracle Fusion Implementation Resources .................................................... 6
Instructor Demonstration Introduction: Exploring Oracle Fusion Applications Help
............................................................................................................. 7
Instructor Demonstration: Exploring Oracle Fusion Applications Help .............. 8
Oracle Fusion Applications Overview .................................................... 11
Oracle Fusion Applications Terminology Foundation .................................... 12
Home Page ........................................................................................... 13
User Interface Shell................................................................................ 14
Dashboard ............................................................................................ 15
Worklist ................................................................................................ 17
Navigation ............................................................................................ 18
Work Areas ........................................................................................... 19
Recent Items ......................................................................................... 20
Oracle Fusion Applications Terminology .................................................... 21
Data Sharing ....................................................................................... 22
Business Units ..................................................................................... 23
Effective Dates .................................................................................... 24
Oracle Fusion Deployment Options ........................................................... 25
Workforce Deployment Overview .......................................................... 26
Workforce Deployment ........................................................................... 27
Oracle Fusion Human Capital Management (HCM) Overview ........................ 29

Lesson 2:

Getting Started with an Implementation ...................31

Objectives ............................................................................................. 32
Overview of Getting Started .................................................................. 33
Getting Started Highlights ..................................................................... 36

Lesson 3:

Introducing Functional Setup Manager .....................37

Objectives ............................................................................................. 37
Lesson Agenda ...................................................................................... 38
Overview of the Functional Setup Manager ........................................... 39
Offerings, Options and Features ............................................................... 40

Implementation Job Roles ....................................................................... 41

Implementation Task Flow ...................................................................... 43
Functional Setup Manager Terminology ..................................................... 45
Browsing and Configuring Offerings ...................................................... 46
Gathering Implementation Requirements for Offerings ................................ 47
Using the Getting Started Page ................................................................ 49
Viewing FSM Provided Reports and Documents .......................................... 51
Demonstration: Browsing Offerings .......................................................... 52
Configuring Offerings .............................................................................. 54
Overview of Implementation Projects ................................................... 55
Implementation Manager Responsibilities .................................................. 56
Understanding the Implementation Project Page ........................................ 57
Adding Resources to an Implementation Project and Assigning Tasks ........... 59
Viewing Task List and Task Reports .......................................................... 61
Performing Setup Tasks ........................................................................ 63
Performing Setup Tasks Flow ................................................................... 64
Viewing and Performing Assigned Implementation Projects and Tasks .......... 65
Completing Tasks in the Appropriate Sequence .......................................... 66
Creating a Workforce Deployment Implementation Project Activity...... 67
Activity Solution: Creating an Implementation Project ................................ 68
Lesson Highlights .................................................................................. 70

Lesson 4:

Defining Common Applications Configuration for HCM71

Importing and Setting Up Geography Reference Data ........................... 71

Objectives ............................................................................................. 71
Address Validation ................................................................................. 72
Geography Model Concepts ..................................................................... 73
Implementation Considerations................................................................ 74
Geography Structure Tips ....................................................................... 75
Do I Enter Data or Import It? .................................................................. 76
The Manage Geographies Page ................................................................ 77
Sample Data and Procedures on Oracle Support ........................................ 79
File-Based Import Process Overview ......................................................... 80
Analyzing Attribute Mapping .................................................................... 82
Import Steps ......................................................................................... 83
Importing the Geography Structure for a Country ...................................... 85
Activity: Importing Geography Structure for a Country ............................... 87
Activity Solution: Importing Geography Structure for a Country ................... 88
Importing the Geography Hierarchy ......................................................... 91

ii

Understanding the Geography Hierarchy Data Import File ........................... 92

Activity: Importing Geography Hierarchy Data for a Country ....................... 93
Activity Solution: Importing Geography Hierarchy Data for a Country ........... 94
Setting Up Validation .............................................................................. 98
Activity: Setting Up Validation for the Country You Imported ...................... 100
Activity Solution: Setting Up Validation for the Country You Imported ......... 101
Activity: Verifying Your Geography Import ............................................... 103
Activity Solution: Verifying Your Geography Import ................................... 104
Importing Geography Reference Data Lesson Highlights ............................ 106
Importing and Setting Up Geography Reference Data: Quiz ........................ 107
Quiz 1 ............................................................................................... 107
Quiz 2 ............................................................................................... 108
Quiz 3 ............................................................................................... 109
Quiz 4 ............................................................................................... 110
Quiz 5 ............................................................................................... 111
Quiz 6 ............................................................................................... 112
Quiz 7 ............................................................................................... 113
Define Custom Enterprise Scheduler Jobs ........................................... 114
Objectives ............................................................................................ 115
Manage Job Definitions .......................................................................... 116
Manage List of Values Sources ................................................................ 117
Reference Resources ............................................................................. 118
Highlights ............................................................................................ 119
Define Enterprise Structures ............................................................... 120
Objectives ............................................................................................ 120
Establishing Enterprise Structures Using Enterprise Structures Configurator . 121
Overview ........................................................................................... 121
What is the HCM Configuration Workbench? ........................................... 122
What are the Benefits of Using the HCM Configuration Workbench? ........... 123
Enterprise Structure Components ......................................................... 124
Enterprise and Divisions ...................................................................... 125
Creating Legal Entities Using ESC ......................................................... 127
Enterprise Configuration Using ESC ....................................................... 128
Creating Business Units in ESC: Key Concepts ........................................ 129
Creating Reference Data Sets in ESC ..................................................... 131
Establish Enterprise Structures using ESC Quiz ....................................... 132
Quiz 1 ................................................................................................................. 133
Quiz 2 ................................................................................................................. 134

iii

Quiz 3 ................................................................................................................. 135

Quiz 4 ................................................................................................................. 136
Activity Introduction: Define the Enterprise Configuration Part 1 ............... 137
Activity: Establishing Enterprise Structures .............................................................. 138
Establishing Enterprise Structures .......................................................................... 140
Establishing Job and Position Structures Using Enterprise Structures Configurator
.......................................................................................................... 147
Overview ........................................................................................... 147
ESC Overview .................................................................................... 148
Determine Job and Position Usage ........................................................ 149
Define Additional Job and Position Attributes at Enterprise ....................... 150
Define Contextual Attributes for Jobs and Positions ................................. 152
The ESC Process ................................................................................. 153
Review and Load Configuration ............................................................. 154
Establishing Job and Position Structures Quiz ......................................... 155
Quiz 1 ................................................................................................................. 156
Quiz 2 ................................................................................................................. 157
Quiz 3 ................................................................................................................. 158
Activity Introduction: Define the Enterprise Configuration Part 2 ............... 159
Activity: Defining the Job and Position Structures ..................................................... 159
Defining the Job and Position Structures ................................................................. 160
Activity: Reviewing the Enterprise Configuration ...................................................... 162
Defining Legal Jurisdictions and Legal Authorities for HCM .......................... 163
Legal Jurisdictions Overview ................................................................. 164
Legal Authorities Overview ................................................................... 165
Legislative Data Groups Overview ......................................................... 166
Defining Legal Entities for HCM ............................................................... 168
Legal Entities Overview ....................................................................... 168
Legal Entity Considerations .................................................................. 170
Legal Entity and its Relationship to Divisions .......................................... 171
Legal Entity and its Relationship to Worker Assignments and Legal Employer172
Legal Entity and Payroll Reporting ......................................................... 173
Legal Entity and Legal Reporting Units................................................... 174
Legal Reporting Units Overview ............................................................ 175
Activity Introduction: Defining a New Legal Entity ................................... 176
Defining a Legal Address ....................................................................................... 179
Defining a Legal Entity .......................................................................................... 180
Define Enterprise Structures Highlights .................................................... 182

iv

Define Workforce Structures ............................................................... 183

Objectives ............................................................................................ 183
Workforce Structures Task List ............................................................... 184
Defining Enterprise HCM Information ....................................................... 185
Work Day Information ......................................................................... 185
Worker Number Generation.................................................................. 186
Person-Name Languages ..................................................................... 187
Employment Model ............................................................................. 188
Types of Employment Models ................................................................................. 188
Three-Tier Employment Models .............................................................................. 189
Three-Tier Employment Models Explained................................................................ 191
Three-Tier Employment Model Example................................................................... 192
Two-Tier Employment Models ................................................................................ 193
Two-Tier Employment Models Explained .................................................................. 194
Two-Tier Employment Model Example ..................................................................... 195
Using the Two-Tier Employment Model.................................................................... 196
Using the Three-Tier Employment Model ................................................................. 197
Employment Terms Override ................................................................................. 198
Defining Enterprise HCM Information Quiz ............................................. 199
Quiz 1 ................................................................................................................. 199
Quiz 2 ................................................................................................................. 200
Quiz 3 ................................................................................................................. 201
Quiz 4 ................................................................................................................. 202
Quiz 5 ................................................................................................................. 203
Quiz 6 ................................................................................................................. 204
Actions and Action Reasons .................................................................... 205
Demo: Creating Actions and Action Reasons ............................................. 206
Defining Locations ................................................................................. 208
Locations ........................................................................................... 208
Demo: Managing Locations .................................................................. 210
Activity: Creating a Location ................................................................ 212
Creating a Location............................................................................................... 213
Defining HCM Organizations ................................................................... 215
Overview ........................................................................................... 215
HCM Organizations.............................................................................. 216
Multiple Classifications ......................................................................... 217
Review Enterprise Configuration ........................................................... 218
Trees and HCM Trees .......................................................................... 219

Organization Trees and ESC ................................................................. 220

Defining HCM Organizations Quiz .......................................................... 221
Quiz 1 ................................................................................................................. 222
Quiz 2 ................................................................................................................. 223
Quiz 3 ................................................................................................................. 224
Activity Introduction: Creating Organizations ......................................... 225
Creating a Division ............................................................................................... 226
Creating a Department.......................................................................................... 227
Creating a Business Unit ....................................................................................... 228
Define Workforce Structures Highlights .................................................... 230
Define Grades, Jobs, Positions, and Worker Directory ......................... 231
Objectives ............................................................................................ 231
Grades, Jobs, and Positions Setup and Maintenance .................................. 232
Defining Grades .................................................................................... 234
Grades .............................................................................................. 235
Grade Steps ....................................................................................... 236
Grades and Sets ................................................................................. 237
How Grades Work with Jobs and Positions.............................................. 238
How Grades Work with Assignments and Employment Terms ................... 239
Activity: Creating a Grade .................................................................... 240
Defining Grade Rates ............................................................................. 243
Grade Rate Values .............................................................................. 244
Lookups for Grade Rates ...................................................................... 245
Adding Rates to Grades ....................................................................... 246
Grade Rates Example 1 ....................................................................... 247
Grade Rates Example 2 ....................................................................... 248
How Grades, Rates, Sets, and Legislative Data Groups Work Together ...... 249
How Grades and Grade Rates Work with Compensation and Payroll .......... 251
Activity: Creating a Grade Rate ............................................................ 252
Defining Grade Ladders ......................................................................... 254
Grade Ladders .................................................................................... 255
Ladders with Grades ........................................................................... 256
Ladders with Steps ............................................................................. 257
Activity: Creating a Grade Ladder ......................................................... 258
Examples of Grades, Rates, and Ladders .................................................. 262
Grades with Steps............................................................................... 263
Grades Without Steps.......................................................................... 264
Grades with Rate Ranges ..................................................................... 266

vi

Grades with Hourly Amounts ................................................................ 267

Defining Jobs and Job Families................................................................ 268
Lookups for Jobs ................................................................................. 269
Basic Details ...................................................................................... 270
Benchmark and Progression Information ................................................ 271
Grades .............................................................................................. 272
Evaluation Criteria .............................................................................. 273
Job Families ....................................................................................... 274
How Jobs and Positions Work with Profiles ............................................. 275
Activity: Creating a Job ....................................................................... 276
Defining Positions ................................................................................. 279
Lookups for Positions .......................................................................... 280
Positions Example: Retail Industry ........................................................ 281
Position Details ................................................................................... 283
Position Trees..................................................................................... 284
Activity: Creating a Position ................................................................. 285
Defining Worker Directory ...................................................................... 287
Define Worker Directory Task List ......................................................... 287
Maintaining Person Keywords ............................................................... 288
Person-Record Keyword Searches ......................................................... 289
Date-Effective Keyword Searches.......................................................... 290
Search Relevance Profile Options .......................................................... 291
Quiz .................................................................................................... 292
Quiz 1 ............................................................................................... 293
Quiz 2 ............................................................................................... 294
Quiz 3 ............................................................................................... 295
Activity Introduction: Workforce Structures .............................................. 296
Instructor Demo: Activity Setup ........................................................... 297
Activity Solution: Hiring an Employee to Test the Setup ........................... 298
Define Grades, Jobs, Positions, and Worker Directory Highlights ................. 300
Define Workforce Profiles ................................................................... 301
Objectives ............................................................................................ 301
Profile Management Setup and Maintenance ............................................. 302
Describe Oracle Fusion Profile Management .............................................. 304
Profile Management Terminology .......................................................... 305
Oracle Fusion Profile Management Integrations ...................................... 306
Configure Talent Profile Settings ............................................................. 308
Profile Management Lookups ................................................................ 309

vii

Profile Management Notifications .......................................................... 311

Profile Management Descriptive Flexfields .............................................. 312
Set Up Talent Profile Content .................................................................. 313
Content Library .................................................................................. 314
Content Types .................................................................................... 315
Free-Form Content Types .................................................................... 317
Content Type Properties ...................................................................... 318
Content Type Relationships .................................................................. 319
Content Subscribers ............................................................................ 320
Demonstration Introduction: Content Types ........................................... 321
Content Items .................................................................................... 322
Demonstration Introduction: Content Items ........................................... 323
Educational Establishments .................................................................. 324
Demonstration Introduction: Educational Establishments ......................... 325
Rating Models..................................................................................... 326
Rating Model Components.................................................................... 327
Rating Models and Model Profiles .......................................................... 328
Demonstration Introduction: Rating Models............................................ 329
Set Up Talent Profiles ............................................................................ 330
Profile Types ...................................................................................... 331
Profile Type Components ..................................................................... 332
Summary Text ................................................................................... 334
Demonstration Introduction: Profile Types ............................................. 335
Instance Qualifier Sets ........................................................................ 336
Settings for Qualifier Sets .................................................................... 337
Demonstration Introduction: Instance Qualifier Sets ............................... 338
Demonstration Introduction: Where Instance Qualifier Sets Are Used ........ 339
Activity Introduction: Creating a New Content Type and Items ................... 340
Creating a New Content Type ............................................................... 343
Creating Content Items ....................................................................... 344
Adding a New Content Type to the Person Profile Type ............................ 346
Example of Adding the Content Section to a Profile ................................. 349
Talent Profile Content Quiz ..................................................................... 351
Quiz 1 ............................................................................................... 352
Quiz 2 ............................................................................................... 353
Quiz 3 ............................................................................................... 354
Quiz 4 ............................................................................................... 355
Quiz 5 ............................................................................................... 356

viii

Define Workforce Profiles Highlights ........................................................ 357

Define Security for HCM ...................................................................... 358
Objectives ............................................................................................ 358
HCM Security Setup and Maintenance ...................................................... 359
Roles ................................................................................................... 360
Role-Based Access Control ................................................................... 360
Roles Assigned to Users ....................................................................... 362
Role Types ......................................................................................... 363
Abstract Roles .................................................................................... 364
Data Roles ......................................................................................... 365
Job Roles ........................................................................................... 366
Duty Roles ......................................................................................... 368
Data Security ....................................................................................... 370
HCM Security Profiles .......................................................................... 370
Security Profiles in HCM Data Roles ....................................................... 371
Data Role Templates ........................................................................... 373
Predefined Security ............................................................................... 374
The Security Reference Implementation ................................................ 374
Users and Role Provisioning.................................................................... 375
User Accounts .................................................................................... 375
Provisioning Roles to Users .................................................................. 376
Managing Security ................................................................................ 378
Managing Security Using HCM .............................................................. 378
Managing Security Using OIM ............................................................... 379
Managing Security Using APM ............................................................... 380
Quiz: Define Security for HCM ................................................................ 381
Lesson Topic: Quiz 1 ........................................................................... 381
Lesson Topic: Quiz 2 ........................................................................... 382
Lesson Topic: Quiz 3 ........................................................................... 383
Define Security for HCM Highlights .......................................................... 384
Define Data Security for HCM .............................................................. 385
Objectives ............................................................................................ 385
Describe HCM Data Security ................................................................... 386
HCM Secured Objects .......................................................................... 386
Granting Access to HCM Secured Objects ............................................... 387
HCM Security Profiles .......................................................................... 388
HCM Security Profile Types .................................................................. 389
Predefined HCM Security Profiles .......................................................... 390

ix

HCM Security Profiles Best Practices ...................................................... 391

Manage Organization and Position Security Profiles ................................... 392
Creating Organization Security Profiles .................................................. 392
Organization Security Profiles Key Concepts ........................................... 394
Creating Position Security Profiles ......................................................... 395
Position Security Profiles Key Concepts .................................................. 396
Activity: Creating an Organization Security Profile................................... 397
Activity Solution: Creating an Organization Security Profile ...................... 399
Manage Person and Public Person Security Profiles .................................... 401
Creating Person Security Profiles .......................................................... 401
Person Security Profiles Key Concepts ................................................... 403
Creating Public-Person Security Profiles ................................................. 404
Activity: Creating a Person Security Profile ............................................. 405
Activity Solution: Creating a Person Security Profile ................................ 406
Manage Document Type, LDG, and Country Security Profiles ...................... 407
Creating Document Type Security Profiles .............................................. 407
Document Type Security Profiles Key Concepts ....................................... 408
Managing Legislative Data Group Security Profiles .................................. 409
Managing Country Security Profiles ....................................................... 410
Manage HCM Data Roles ........................................................................ 411
Data Roles Overview ........................................................................... 411
Creating HCM Data Roles ..................................................................... 412
Selecting Security Criteria in an HCM Data Role ...................................... 413
Creating Security Profiles in HCM Data Roles .......................................... 415
Assigning HCM Security Profiles Directly to Job or Abstract Roles .............. 417
Editing HCM Data Roles ....................................................................... 419
Synchronizing HCM Data Roles with Oracle Identity Management ............. 420
Approaches to Creating HCM Data Roles ................................................ 421
Activity: Creating an HCM Data Role ..................................................... 422
Activity Solution: Creating an HCM Data Role ......................................... 424
Describe Role Provisioning ..................................................................... 426
Users and Roles .................................................................................. 426
Provisioning Roles to Users .................................................................. 427
Role Mappings Key Concepts ................................................................ 428
Manage Role Mappings .......................................................................... 430
Provisioning Roles Automatically ........................................................... 430
Activity: Role Mapping to Autoprovision Roles ........................................ 431
Activity Solution: Role Mapping to Autoprovision Roles ............................ 433

Provisioning Roles Immediately ............................................................ 435

Provisioning Roles to Other Users ......................................................... 436
Activity: Role Mapping to Provision Roles to Other Users .......................... 437
Activity Solution: Role Mapping to Provision Roles to Other Users ............. 439
Requesting Roles ................................................................................ 441
Activity: Role Mapping for Self-Requestable Roles ................................... 442
Activity Solution: Role Mapping for Self-Requestable Roles ...................... 444
Role-Provisioning Strategies ................................................................. 446
Quiz: Define Data Security for HCM ......................................................... 447
Lesson Topic: Quiz 1 ........................................................................... 447
Lesson Topic: Quiz 2 ........................................................................... 448
Lesson Topic: Quiz 3 ........................................................................... 449
Lesson Topic: Quiz 4 ........................................................................... 450
Lesson Topic: Quiz 5 ........................................................................... 451
Lesson Topic: Quiz 6 ........................................................................... 452
Lesson Topic: Quiz 7 ........................................................................... 453
Lesson Topic: Quiz 8 ........................................................................... 454
Define Data Security for HCM Highlights .................................................. 455
Define Approval Management for HCM ................................................ 456
Objectives ............................................................................................ 456
Approval Management Overview ............................................................. 457
HCM Approvals Setup and Maintenance ................................................... 459
Managing Task Configurations for Human Capital Management ................... 460
Event Driven Tab ................................................................................ 461
Data Driven Tab ................................................................................. 464
List Builders ....................................................................................... 466
Maintaining the Manager Hierarchy ......................................................... 467
Participant Actions in the Predefined Approval Policies ............................... 468
Notifications in the Predefined Approval Policies ........................................ 469
Managing Approval Groups ..................................................................... 470
Activity: Reviewing Predefined Approval Policies for a Task ........................ 472
Activity Solution: Reviewing Predefined Approval Policies for a Task ............ 474
Define Approval Management for HCM Highlights ...................................... 477

Lesson 5:

Defining Common HCM Configuration ......................479

Define Workforce Records ................................................................... 479

Objectives ............................................................................................ 479
Define Workforce Records Task List ......................................................... 480
Defining Availability ............................................................................... 481

xi

How Worker Availability Is Determined .................................................. 481

Primary Work Schedules ...................................................................... 483
Calendar Events ................................................................................. 485
Calendar Event Categories ................................................................... 486
Demo: Managing Calendar Events ......................................................... 487
Demo: Managing Work Schedules ......................................................... 488
Defining Availability Quiz ..................................................................... 490
Instructor Note: All Quizzes and Answers ................................................................ 490
Quiz 1 ................................................................................................................. 491
Quiz 2 ................................................................................................................. 492
Quiz 3 ................................................................................................................. 493
Quiz 4 ................................................................................................................. 494
Creating and Assigning a Work Schedule Activity .................................... 495
Creating a Calendar Event Category ....................................................................... 496
Creating a Calendar Event ..................................................................................... 496
Creating Shifts ..................................................................................................... 498
Creating a Workday Pattern ................................................................................... 499
Creating a Work Schedule ..................................................................................... 501
Assigning a Work Schedule to a Department ............................................................ 502
Adding an Exception to an Employee Work Schedule ................................................ 503
Defining Person Record Values ................................................................ 506
Define Person Record Values Task List ................................................... 506
Person Types...................................................................................... 507
Person Name Formats ......................................................................... 509
Person Lookups .................................................................................. 511
Defining Employment Record Values........................................................ 512
Define Employment Record Values Task List ........................................... 512
Assignment Statuses ........................................................................... 513
Key Decisions for Enforcing Grades at Assignment Level .......................... 514
Employment Lookups .......................................................................... 515
Defining Documents .............................................................................. 516
Defining Documents Task List............................................................... 516
Document Types and Categories ........................................................... 517
Demo: Creating a Document Type ........................................................ 518
Defining Workforce Records Quiz ............................................................ 519
Quiz 1 ............................................................................................... 519
Quiz 2 ............................................................................................... 520
Quiz 3 ............................................................................................... 521

xii

Quiz 4 ............................................................................................... 522

Defining Workforce Records Highlights ..................................................... 523
Define Workforce Business Processes and Events ............................... 524
Objectives ............................................................................................ 524
Define Workforce Business Processes and Events Task List ......................... 525
Defining Checklists ................................................................................ 526
How Can I Create and Track Standard Tasks .......................................... 526
Checklist Template Components ........................................................... 527
Creating a Checklist Template Activity ................................................... 528
Activity Solution: Creating a Checklist Template ....................................................... 530
Checklist Template Allocation ............................................................... 533
Defining Checklists Quiz ...................................................................... 534
Quiz 1 ................................................................................................................. 534
Quiz 2 ................................................................................................................. 535
Quiz 3 ................................................................................................................. 536
Quiz 4 ................................................................................................................. 537
Defining HCM Events ............................................................................. 538
Key Decisions for Events ...................................................................... 538
Key Components of the Event Model ..................................................... 539
Defining Workforce Business Processes and Events Highlights .................... 540

Lesson 6:

Define Absences ......................................................541

Objectives ........................................................................................... 541

Overview ............................................................................................. 542
Demo: Recording an Absence ................................................................. 542
Instructor Note: Define Absences Task List............................................... 544
Tasks In the Define Absences Task List .................................................... 545
Absence Types...................................................................................... 546
Absence Types, Categories, and Reasons ................................................. 547
Defining Absences Overview Quiz ............................................................ 548
Instructor Note: All Quizzes and Answers ............................................... 548
Quiz 1 ............................................................................................... 549
Quiz 2 ............................................................................................... 550
Defining General Absences .................................................................. 551
Absence Lookups .................................................................................. 552
Absence Value Sets and Descriptive Flexfields .......................................... 553
Defining General Absences Quiz .............................................................. 554
Instructor Note: All Quizzes and Answers ............................................... 554
Quiz 1 ............................................................................................... 555

xiii

Key Decisions for Absence Lookups and Flexfields ..................................... 556

Defining Absence Plans ....................................................................... 557
Manage Absence Types .......................................................................... 558
Absence Types and Absence Elements ................................................... 558
Absence Balance Maintenance .............................................................. 560
Absence Recording at Person Or Assignment Level .................................. 561
Absence Duration Calculation ............................................................... 562
Absence Processing in Payroll Runs ....................................................... 564
Absence Entries in Statement of Earnings .............................................. 565
Demo: Managing Absence Elements ...................................................... 566
Demo: Managing Absence Types........................................................... 567
Key Decisions for Absence Types .......................................................... 569
Managing Absence Types Quiz .............................................................. 570
Instructor Note: All Quizzes and Answers ................................................................ 570
Quiz 1 ................................................................................................................. 571
Quiz 2 ................................................................................................................. 572
Quiz 3 ................................................................................................................. 573
Quiz 4 ................................................................................................................. 574
Quiz 5 ................................................................................................................. 575
Creating an Absence Element and Absence Type Activity ......................... 576
Creating an Absence Category and Accrual Category ................................................ 578
Creating an Absence Element ................................................................................ 579
Creating an Absence Type ..................................................................................... 581
Test Your Setup by Recording an Absence ............................................................... 582
Manage Accrual Plans ............................................................................ 584
Key Terminology in Accrual Plans .......................................................... 584
Components That Comprise an Accrual Plan ........................................... 585
Accrual Start Date Rules for New Hires .................................................. 586
Accrual Term Type .............................................................................. 587
Accrual Ineligibility Period .................................................................... 588
Accrual Formulas ................................................................................ 589
Gross Accrual Maintenance .................................................................. 590
Accrual Bands .................................................................................... 591
Net Accrual Calculation ........................................................................ 592
Demo: Managing Accrual Plans ............................................................. 593
Components That an Accrual Plan Generates .......................................... 595
Key Decisions for Accrual Plans............................................................. 596
Managing Accrual Plans Quiz ................................................................ 597

xiv

Instructor Note: All Quizzes and Answers ................................................................ 597

Quiz 1 ................................................................................................................. 599
Quiz 2 ................................................................................................................. 600
Quiz 3 ................................................................................................................. 601
Quiz 4 ................................................................................................................. 602
Quiz 5 ................................................................................................................. 603
Creating an Accrual Plan Activity........................................................... 604
Creating an Accrual plan ....................................................................................... 605
Test Your Setup by Enrolling an Employee in an Accrual Plan ..................................... 607
Defining Absences Highlights .............................................................. 608

Lesson 7:

Appendix .................................................................611

Define Help Configuration ................................................................... 612

Objectives ............................................................................................ 613
Set Help Options ................................................................................... 614
Set Help Options Demonstration ........................................................... 615
Assign Help Text Administration Duty ...................................................... 616
Manage Help Security Groups ................................................................. 617
Manage Help Security Groups Demonstration ......................................... 618
Reference Resources ............................................................................. 619
Highlights ............................................................................................ 620
Define Flexfields.................................................................................. 621
Flexfield Concepts ................................................................................. 622
Value Sets ........................................................................................... 626
Descriptive Flexfields ............................................................................. 628
Extensible Flexfields .............................................................................. 629
Extensible Flexfield Example ................................................................ 630
Key Flexfields ....................................................................................... 632
Tips for Managing Key Flexfields ........................................................... 634
Flexfield Implementation Flow ................................................................ 635
Flexfield Reference Resources ................................................................. 637
Define Profile Options ......................................................................... 638
Profile Options ...................................................................................... 639
Profile Option Categories........................................................................ 640
Profile Option Levels and Values ............................................................. 641
Define Lookups ................................................................................... 643
Key Concepts ....................................................................................... 644
Manage Lookups ................................................................................... 646
Define Document Sequences ............................................................... 647

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Document Sequence.............................................................................. 648

Document Sequence Types .................................................................... 649
Document Sequence Categories .............................................................. 650
Document Sequence Assignment ............................................................ 651
Review Question 1 ................................................................................ 652
Review Question 2 ................................................................................ 653
Review Question 3 ................................................................................ 654
Review Question 4 ................................................................................ 655
Oracle Fusion Reporting and Analytics ................................................ 656
Oracle Fusion Watchlist ....................................................................... 657

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