Configure Enterprise and Workforce Structures - Activity Guide - 20A

Oracle HCM Cloud: Configure
Enterprise and Workforce Structures
Activity Guide
D101376GC17 | D102345
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Table of Contents
Practices for Lesson 1: Course Overview .......................................................................................... 5

Practice Overview: Implementer Sign-Ins ........................................................................................... 6
Practices for Lesson 2: Human Capital Management Overview ...................................................... 7
Practices for Lesson 2 ......................................................................................................................... 8
Practices for Lesson 3: Defining Geographies .................................................................................. 9
Practices for Lesson 4: Setting Up Enterprise Structures ............................................................... 11
Practices for Lesson 5: Managing Enterprise HCM Information...................................................... 13
Practices for Lesson 6: Managing Legal Entities .............................................................................. 15
Practices for Lesson 6: Overview ........................................................................................................ 16
Practice 6-1: Creating a Legal Address ............................................................................................... 17
Practice 6-2: Creating a Legal Entity ................................................................................................... 18
Practice 6-3: Setting Up an Employment Model and Linking Legislative Data Group to Legal Entity 20
Practices for Lesson 7: Creating Reference Data Sets and Business Units .................................. 23
Practice 7-1: Creating a Set ID ............................................................................................................ 25
Practice 7-2: Creating a Business Unit................................................................................................ 26
Practice 7-3: Mapping a Business Unit Set Assignment to a Reference Data Set ............................. 27
Practices for Lesson 8: Setting up Locations and Organizations ................................................... 29
Practice 8-1: Creating a Location ........................................................................................................ 31
Practice 8-2: Creating a Division and Department .............................................................................. 33
Practice 8-3: Constructing an Organization Tree ................................................................................ 35
Practices for Lesson 9: Executing Actions and Defining Union Information ................................. 39
Practice 9-1: Creating an Action and Action Reason .......................................................................... 41
Practice 9-2: Creating a Collective Agreement ................................................................................... 43
Practices for Lesson 10: Setting up Base Compensation ................................................................ 45
Practices for Lesson 10: Overview ...................................................................................................... 46
Practice 10-1: Creating a Grade .......................................................................................................... 47
Practice 10-2: Creating a Grade Rate ................................................................................................. 49
Practice 10-3: Setting up Annual Salary Basis .................................................................................... 51
Copyright © 2020, Oracle and/or its affiliates. All rights reserved.
Oracle HCM Cloud: Configure Enterprise and Workforce Structures – Table of Contents iii
Practices for Lesson 11: Managing Jobs ........................................................................................... 53
Practice 11-1: Setting up a Job ........................................................................................................... 55
Practices for Lesson 12: Managing Positions ................................................................................... 57
Practice 12-1: Setting Up Position Synchronization ............................................................................ 59
Practice 12-2: Creating a Position ....................................................................................................... 61
Practice 12-3: Hiring an Employee to Test the Setup ......................................................................... 63
Practices for Lesson 13: Defining Availability, Lookups, and Profile Options .............................. 67
Practice 13-1: Creating a Calendar Event ........................................................................................... 69
Practice 13-2: Reviewing an Existing Work Schedule ........................................................................ 71
Practices for Lesson 14: Working with Person Record and Employment Record Values ............ 73
Practices for Lesson 14 ....................................................................................................................... 74
Lesson 15: Instructor Demonstrations ............................................................................................... 75
Instructor Demonstration L3-1: Creating an Address Format ............................................................. 76
Instructor Demonstration L6-1: Creating a Legal Address .................................................................. 78
Instructor Demonstration L6-2: Managing Legal Entity HCM Information........................................... 79
Instructor Demonstration L10-1: Reviewing Profile Option Settings ................................................... 80
Instructor Demonstration L14-1: Creating User Person Types ........................................................... 82
Instructor Demonstration L14-2: Creating Person Name Formats ...................................................... 83
Instructor Demonstration L14-3: Creating Person Name Styles ......................................................... 85
Instructor Demonstration L14-4: Creating an Assignment Status ....................................................... 86
iv Oracle HCM Cloud: Configure Enterprise and Workforce Structures – Table of Contents
Practices for Lesson 1:
Course Overview
Practice Overview: Implementer Sign-Ins
Overview
In these practices, you create an implementation project, assign implementation tasks to users,
and access the implementation project tasks.
For all the practices in this course that require you to sign in as an implementer, use the student
and corresponding implementer sign-ins that your instructor assigns you. The following table
lists the student number and corresponding implementer sign-ins:
Student Implementer Sign-in Create Legal Address (line 1)
Number
01 HCM_IMPL1 1000 Broadway
6 Practices for Lesson 1: Course Overview

Human Capital Management
Overview
Practices for Lesson 2
There are no practices for this lesson.
8 Practices for Lesson 2: Human Capital Management Overview

Defining Geographies
10 Practices for Lesson 3: Defining Geographies

Setting Up Enterprise
Structures
12 Practices for Lesson 4: Setting Up Enterprise Structures

Managing Enterprise HCM
Information
14 Practices for Lesson 5: Managing Enterprise HCM Information

Managing Legal Entities
Practices for Lesson 6: Overview
Overview
In these practices, you perform the following:
 Define a legal address.
 Define a legal entity.
 Set up an employment model and link a legislative data group to a legal entity.
16 Practices for Lesson 6: Managing Legal Entities

Practice 6-1: Creating a Legal Address
Overview
In this practice, you create a new legal address for InFusion Corporation, which has acquired a
new financial services division.
Assumptions
 Time: < 20 minutes
 Replace XX with your student number (01-20) as indicated in the table from Lesson 1
of the activity guide. These are values assigned to you in the table in Lesson 1 of the
activity guide.
Tasks
1. Sign in and navigate to FSM.
a. Sign in as hcm_implXX.
Note: Log-in information is found in Lesson 1.
b. Click the Settings and Actions menu.
Note: It is the arrow to the right side of your user name in the upper right-hand corner.
c. Select Setup and Maintenance.
d. In the Setup dropdown menu, select Workforce Deployment.
e. In the Functional Areas section, click in the Legal Structures row. Options in the
right-hand table repopulate for this functional area.
2. Define a legal address.
a. In the Legal Structures section, click the link for the Manage Legal Addresses task.
b. In the Search Results section, click the Create icon. The Location Create dialog box
opens.
c. In the Address Line 1 field, enter your assigned legal address from the table in
Lesson 1.
d. In the Postal Code field, enter 30314.
e. Select 30314 Atlanta, Fulton, Georgia.
f. Click OK.
g. In the upper right-hand corner, click Save and Close.
Practices for Lesson 6: Managing Legal Entities 17

Practice 6-2: Creating a Legal Entity
Overview
In this practice, you create a legal entity.
Assumptions
of the activity guide.
Prerequisite
 Prior to completing this practice, you must complete Practice 6-1.
Tasks
1. Sign in and navigate.
a. Ensure you are logged in as hcm_implXX.
b. Ensure that you are on the Setup: Workforce Deployment page. If not:
1) Click the Settings and Actions menu.
Note: It is the arrow to the right side of your user name in the upper right-hand corner.
2) Select Setup and Maintenance.
3) In the Setup dropdown menu, select Workforce Deployment.
2. Define a scope.
a. In the Functional Tasks sections, click the Legal Structures row.
b. In the Legal Structures section, locate the row for the Manage Legal Entity task.
c. Click the Select link in the Scope column on the right-hand side of the row.
d. In the Select Scope dialog box, click the Manage Legal Entity radio button, if not
selected already.
e. In the Legal Entity drop-down menu, select Create New.
f. Click Apply and Go to Task.
3. Create a legal entity.
a. On the Manage Legal Entities page, in the Search Results section, click the Create
icon.
b. On the Create Legal Entity page, in the Name field, enter InFusion Financial XX.
Note: Replace XX with the number at the end of your hcm_implXX user ID. Do this
every time you enter a value that contains XX.
c. In the Legal Entity Identifier field, enter INFUSXX.
d. Select the Payroll statutory unit check box.
e. Select the Legal employer check box.

f. In the Registration Information section, in the Legal Address dropdown menu,
search for and select the legal address that you created in the previous activity.
g. In the EIN or TIN field, enter 93654213XX.
Note: Replace XX with the number at the end of your hcm_implXX user ID.
h. In the Legal Reporting Unit Registration Number field, enter 1212321XX.
i. Click Save and Close.
Note: The save and close transaction may take a number of seconds to complete.

Practice 6-3: Setting Up an Employment Model and Linking
Legislative Data Group to Legal Entity
Overview
In this practice, you will set up an employment model and link a legislative data group to your
newly created legal entity.
Assumptions
Prerequisites
 Prior to completing this practice, you must complete practices 6-1 and 6-2.
Tasks
1) Click the arrow to Settings and Actions menu.
Note: It is the arrow next to your user in the upper right corner.
4) In the Functional Tasks sections, click in the Legal Structures row.
2. Select a scope.
a. In the Legal Structures section, locate the row for the Manage Legal Entity HCM
Information task.
b. Click the Select link in the Scope column on the right-hand side of the row.
c. In the Select Scope dialog box, click the Manage Legal Entity HCM Information
radio button, if not selected.
d. In the Legal Entity drop-down menu, select Select and Add.
e. Click Apply and Go to Task to show the Manage Legal Entities page.
f. On the Select and Add: Legal Entity dialog box, in the Search Results section, scroll
and select InFusion Financial XX.
g. Scroll down to the bottom of the page to click Save and Close.
3. Correct legal entity details.
a. On the Legal Entity: InFusion Financial XX page, click Edit.
b. Select Correct.

c. In the Legal Employer Information section and in the Employment Model menu,
select 2 Tier - Multiple Assignment.
d. Click the link for the Payroll Statutory Unit tab.
e. In the Associated Legislative Data Group dropdown menu, search for and select US
Legislative Data Group.
f. Click Submit.
g. On the Warning dialog box, click Yes.
h. On the Confirmation dialog box, click OK.
i. Click Done.


Creating Reference Data Sets
and Business Units
Overview
In these practices, you create a set ID and a business unit to link to a legal entity.
24 Practices for Lesson 7: Creating Reference Data Sets and Business Units
Practice 7-1: Creating a Set ID
Overview
In this practice, you create a Set ID.
Assumptions
Tasks
c. In the Functional Areas section, click the Enterprise Profile row.
d. In the Show dropdown menu of the Enterprise Profile section, select All Tasks.
e. Scroll down to click the Manage Reference Data Sets link.
2. Create a set ID.
a. On the Manage Reference Data Sets page and in the Search Results section, click
the New icon.
b. In the row that appears, for the Set Code column, enter SALESXX.
Note: All letters appearing in the Set Code field must be capitalized.
c. In the Set Name field, enter Sales XX.
d. In the Description field, enter Sales Set ID.
e. Click Save and Close.
Practices for Lesson 7: Creating Reference Data Sets and Business Units 25
Practice 7-2: Creating a Business Unit
Overview
In this practice, you create a business unit. You use this business unit when you hire an
employee in a later lesson.
Assumptions
Tasks
c. In the Functional Areas section, click the Organization Structures row.
d. In the Organization Structures section, click the Manage Business Unit task.
2. Create a business unit.
a. In the Search Results section on the Manage Business Units page, click the Create
icon.
b. In the Name field, enter Sales Business Unit XX.
c. In the Manager dropdown menu, search for and select Swift, Linda.
d. Ensure that the Active check box is selected.
e. In the Location dropdown menu, search for and select New York.
f. In the Default Set dropdown menu, search for and select COMMON.
g. Click Save and Close.
Practice 7-3: Mapping a Business Unit Set Assignment to a Reference
Data Set
Overview
In this practice, you map a business unit set assignment to a reference data set. You need to
use this business unit when you hire an employee in a later lesson.
Assumptions
Prerequisites
Tasks
4) In the Functional Areas section, click in the Organization Structures row.
c. In the Show field of the Organization Structures section, select All Tasks.
2. Map a business unit set assignments to reference data sets.
a. For the Manage Business Unit Set Assignment task, click Select in the Scope
column. The Select Scope dialog box opens.
b. In the Business Unit dropdown list, choose Select and Add.
c. Click Apply and Go to Task.
d. On the Select and Add: Business Unit page, search for and select Sales Business
Unit XX that you created in an earlier practice.
e. Click Save and Close.
f. On the Manage Set Assignments: Sales Business Unit XX page, click in the
Departments row. A dropdown menu for the Reference Data Set Code column now
appears.
Practices for Lesson 7: Creating Reference Data Sets and Business Units 27
g. In the Reference Data Set Code dropdown menu, select SALESXX.
h. Scroll down and repeat steps f. and g. for the Grades, Jobs and Locations rows.
i. Click Save and Close.
Setting up Locations and
Organizations
Overview
In these practices, you create a location, division, and department for your workforce structure.
You also create an action to track changes to an employee’s records and an employee’s
collective agreement.
30 Practices for Lesson 8: Setting up Locations and Organizations

Practice 8-1: Creating a Location
Overview
In this practice, you create a location in New York.
Note: Due to the approval configuration in our training instance, a user who is tied to a person
record or who has an approval hierarchy must perform the activities in this practice. Therefore,
ensure that you log out as HCM_IMPLXX and log in as Curtis Feitty.
Assumptions
Prerequisites
 Prior to completing this practice, you must complete the practices in lesson 7.
Tasks
a. Sign in as Curtis.Feitty.
b. On the Setting and Actions menu, select Setup and Maintenance.
c. In the Setup dropdown menu, select Workforce Deployment.
d. In the Functional Areas section, click the Workforce Structures row.
e. In the Show dropdown menu of the Workforce Structures section, select All Tasks.
f. Scroll down the Task column to click the Manage Locations link.
2. Create a location.
a. On the Manage Locations page and in the Search Results section, click Create. The
Create Location page opens.
b. In the Effective Start Date field, enter 1/1/2018.
c. In the Location Set dropdown menu, search for and select Sales XX.
d. In the Location Information section, in the Name field, enter New York XX.
e. In the Code field, enter NYXX.
f. In the Main Address section and in the Address Line 1 field, enter 521 Madison
Ave.
g. In the Address Line 2 field, enter Suite 200.
h. In the ZIP Code field, enter 10022.
i. Press the Tab key. The Search and Select: Zip Code dialog box appears.
j. Select the 10022 | New York | New York | NY option.
Practices for Lesson 8: Setting up Locations and Organizations 31

k. Click OK.
l. Click Submit.
m. On the Warning dialog box, click Yes.
n. On the Confirmation dialog box, click OK.
o. Click Done.

Practice 8-2: Creating a Division and Department
Overview
InFusion Corporation has acquired a new financial services division. In this practice, you:
 Create an InFusion Financial Services US division
 Create an InFusion Financial Sales department to support the new acquisition
Note: Due to the approval configuration in our training instance, a user who is tied to a person
record or who has an approval hierarchy must perform the activities in this practice. Therefore,
ensure you logged in as Curtis Feitty.
Assumptions
Prerequisites
 Prior to completing this practice, you must complete the practices in lesson 7.
Tasks
a. Ensure you are still signed in as curtis.feitty.
4) In the Functional Areas section, click the Workforce Structures row.
2. Create a division.
a. In the Workforce Structures section, click the Manage Divisions link.
b. On the Manage Divisions page, in the Search Results section, click the Create icon.
3. Enter the division description.
a. On the Create Division: Description page, ensure that the Create new radio button is
selected.
c. In the Name field, enter InFusion Financial Services US XX.
d. In the Status dropdown menu, retain the default value of Active.
e. Click Next.

4. Enter the division details.
a. On the Create Division: Division Details page, in the Reporting Name field, enter
Financial Services US.
b. In the Manager dropdown menu, search for and select Swift, Linda.
c. Click Next.
5. Review the division details entered.
a. Review the results.
b. Click Submit.
c. On the Warning dialog box, click Yes.
d. On the Confirmation dialog box, click OK.
e. Click Done.
6. Create a department.
a. In the Workforce Structures section, click the Manage Departments link.
b. On the Manage Department page, in the Search Results section, click Create.
7. Enter the department description.
a. On the Create Department: Description page, ensure the Create new radio button is
selected.
c. In the Department Set dropdown menu, search for and select SALES XX.
d. In the Name field, enter InFusion Financial Sales XX.
e. In the Status dropdown menu, retain the default value of Active.
f. Click Next.
8. Enter the department details.
a. On the Create Department: Department Details page, in the Reporting Name field,
enter InFusion Financial.
b. In the Manager dropdown menu, search for and select Swift, Linda.
c. Click Next.
9. Review the department details entered.
a. On the Create Department: Review page, click Submit.
b. On the Warning dialog box, click Yes.
c. On the Confirmation dialog box, click OK.
d. Click Done.
e. Click Sign Out.

Practice 8-3: Constructing an Organization Tree
Overview
In this activity, you create an organization tree and add a node to the tree.
Assumptions
Prerequisite
 Prior to completing this practice, you must complete the practices in Lesson 7 and 8-1
and 8-2.
Tasks
1. Sign in and navigate to create an organization tree.
a. Sign in as HCM_IMPLXX.
e. In the Functional Areas section, click the Workforce Structures row.
f. In the Show field of the Workforce Structures section, select All Tasks.
g. Scroll down to click the Manage Organization Trees link.
h. On the Manage Organization Trees page, in the Search Results section, click the
Create Tree icon.
Note: This icon appears differently from other Create icons.
2. Specify the organization tree definition.
a. On the Manage Organization Trees: Specify Definition page, in the Name field,
enter Finance Organization XX.
b. In the Code field, enter FIN_ORG XX.
c. In the Description field, enter financial organization hierarchy.
d. Click Next.
3. Specify the organization tree labels.
a. On the Manage Organization Trees: Specify Labels page, review the details. Know
that you don’t need to specify labels for HCM trees in this practice.
b. Click Next.

4. Review the organization tree access rules.
a. On the Manage Organization Trees: Specify Access Rules page, review the details.
Know that you don’t need to specify access rules for HCM trees in this practice.
b. Click Submit.
5. Create a tree version.
a. On the Manage Organization Trees page and in the Search Results section, select
the Finance | FIN_ORG XX row.
b. Click the Actions dropdown menu to select Create Tree Version.
6. Specify the organization tree definition.
a. On the Manage Organization Trees: Specify Definition page, in the Name field,
enter Financial Organization XX.
b. In the Description field, enter financial organizational hierarchy as of
1/1/2018.
c. In the Effective Start Date field, enter 1/1/2018.
d. Click Next.
e. On the Confirmation dialog box, click OK.
7. Specify the organization tree nodes.
a. On the Manage Organization Trees: Specify Nodes page, click the Add icon.
b. On the Add Tree Node dialog box, click the Search button.
c. On the Search Node dialog box, in the Name field, enter InFusion Financial XX.
d. Click Search.
e. In the Search Results section, select the InFusion Financial XX | Internal | Legal
Employer row.
f. Click the Add Tree Node button. You go back to the Manage Organization Trees:
Specify Nodes page.
g. In the Node Name column, select the InFusion Financial XX XXXX-01-01 row.
h. Click the Add icon.
i. On the Add Tree Node dialog box, click Search.
j. On the Search Node dialog box, in the Name field, enter InFusion Financial
Services US XX.
k. Click Search.
l. In the Search Results section, select the InFusion Financial Services US XX |
Internal | Division row.
m. Click the Add Tree Node button.
n. Expand the InFusion Financial Services XX XXXX-01-01 row.
o. Select the InFusion Financial Services US XX XXXX-01-01 row.
p. Click the Add button.
q. On the Add Tree Node dialog box, click Search.

r. On the Search Node dialog box, in the Name field, enter InFusion Financial
Sales XX.
s. Click Search.
t. In the Search Results section, select the InFusion Financial Sales XX | Internal |
Department row.
u. Click the Add Tree Node button.
v. Expand the InFusion Financial Services US XX XXXX-01-01 row to examine the
hierarchy
Note: If you have completed the practice correctly up to this point, then the Node Names
hierarchy should appear like this:
InFusion Financial XX
InFusion Financials Services US XX
InFusion Financials Sales XX
w. Click Submit.
x. On the Confirmation dialog box, click OK.
8. Validate the organization tree.
a. On the Manage Organization Trees page, in the Search Results section, expand the
Finance Organization XX I FIN_ORG XX I Common Set row.
b. Select the Financial Organization XX row.
c. In the Actions dropdown menu, select Set Status.
d. Select Active.
e. In the Audit Results section, select Online Audit.
Note: Your tree version is now active.
f. Click OK after the audit is validated.
Note: The Audit Results section indicates the validation of the tree version.
g. Click Done to return to the Manage Organization Trees page.
h. Click Done.
Note: If you get an error when you click Done, clear your browser cache and sign in again
and continue with the next practice. The tree version has already been validated in step 8.f.


Executing Actions and
Defining Union Information
Overview
In these practices, you create an action to track changes to an employee’s records and an
employee’s collective agreement.
40 Practices for Lesson 9: Executing Actions and Defining Collective Agreements

Practice 9-1: Creating an Action and Action Reason
Overview
In this practice, you:
 Create an action “Legal Entity Transfer XX” and associate it with the Global Transfer
action type.
 Associate the action with a new action reason Company Transfer XX.
Assumptions
Tasks
a. Ensure you are still logged in as hcm_implXX.
4) In the Functional Tasks section, click in the Workforce Structures row.
5) In the Show dropdown menu of the Workforce Structures section, select All
Tasks.
c. In the Workforce Structures section, click the Manage Actions link. The Manage
Actions page opens.
2. Create an action.
a. In the Action section, click the Add icon. A new row with fields for data entry appear.
b. In the Action Code field, enter LEGAL_ENTITY_TRANSFER_XX.
c. In the Action Name field, enter Legal Entity Transfer XX.
d. In the Start Date field, select or enter 1/1/2018.
e. In the Action Type dropdown menu, select Global Transfer.
f. Click Save.
g. On the Warning dialog box, click Yes.
3. Add action reasons.
a. In the Legal Entity Transfer XX: Action Reasons section, click Add.
b. On the Warning dialog box, click Yes. The Create New Legal Entity Transfer XX:
Action Reasons dialog box opens.
c. In the Action Reason Code field, enter COMPANY_TRANSFER_XX.
Practices for Lesson 9: Executing Actions and Defining Collective Agreements 41

d. In the Action Reason field, enter Company Transfer XX.
e. In the Reason Start Date field, select or enter 1/1/2018.
f. Click OK.
g. On the Manage Actions page, click Save.
h. On the Warning dialog box, click Yes.
i. Click Done.

Practice 9-2: Creating a Collective Agreement
Overview
In this practice, you create a collective agreement. When hiring an employee, managers can link
the collective agreement to an assignment for a worker.
Assumptions
 You have the Application Implementation Manager or Application Implementation
Consultant role to create a collective agreement.
Tasks
a. Ensure you are still logged in as hcm_implXX.
4) In the Functional Tasks sections, click the Workforce Structures row.
5) In the Show field of the Workforce Structures section, select All Tasks.
c. In the Workforce Structures section, scroll down to click the Manage Collective
Agreements task. The Manage Collective Agreements page opens.
2. Create a collective agreement.
a. In the Search Results section, click Create. The Create Collective Agreement page
appears.
b. In the Basic Details section, in the Effective Start Date field, enter 1/1/2018.
c. In the Country dropdown menu, accept the default value of United States.
Note: Collective agreements are country-specific. The country value is mandatory for a
collective agreement; you may enter the bargaining unit, legal employer, and union code
values depending on the country.
d. In the Collective Agreement Details section, in the Identification Code field, enter
TRNUN_XX.
Note: This is a code used to uniquely identify the collective agreement.
e. In the Name field, enter Trade Union XX.
f. In the Description field, enter Collective Agreement for InFusion Union
Trade Association.
Practices for Lesson 9: Executing Actions and Defining Collective Agreements 43

g. In the Union dropdown menu, select Manufacturing Union.
h. In the Legal Employer dropdown menu, search for and select US1 Legal Entity.
Note: This is the organization that legally employs the employee.
i. In the Negotiating Parties – Employee Organization section, in the Employee
Organization field, enter Trade Union XX.
j. In the Employee Contact field, enter Linda Swift.
k. In the Employer Organization field, enter InFusion.
l. In the Employer Contact field, enter Curtis Feitty.
m. Click Save and Close.
n. Click Done.

Setting up Base
Compensation
Overview
In these practices, you create a grade, a grade rate, and an annual salary basis.
46 Practices for Lesson 10: Setting up Base Compensation

Practice 10-1: Creating a Grade
Overview
In this practice, you create a grade.
Assumptions
Prerequisites
 Prior to completing this practice, you must complete practice 7-1.
Tasks
a. Ensure you are signed in as hcm_implXX.
1) Click the arrow next to Settings and Actions menu.
4) In the Functional Areas section, click the Workforce Structures row.
Tasks.
c. In the Workforce Structures section, scroll down to click the Manage Grades link.
2. Create a grade.
a. On the Manage Grades page, in the Search Results section, click Create. The
Create Grade: Grade Details page opens.
b. In the Grade Details section, in the Effective Start Date field, enter 1/1/2018.
c. In the Grade Set dropdown menu, search for and select Sales XX.
d. In the Name field, enter Sales Executive XX.
e. In the Code field, enter SALESEXEC_XX.
f. Click Next.
Note: This grade does not contain steps.
g. On the Create Grade: Grade Steps page, click Next.
Note: Creation of grade rates occurs in the next practice.
h. On the Create Grade: Grade Rates page, click Next.
i. On the Create Grade: Review page, review the details you entered.
j. Click Submit.
Practices for Lesson 10: Setting up Base Compensation 47

k. On the Warning dialog box, click Yes.
l. On the Confirmation dialog box, click OK.
m. Click Done.

Practice 10-2: Creating a Grade Rate
Overview
In this practice, you create a base salary grade rate.
Assumptions
Prerequisite
Tasks
a. Ensure you are still signed in as hcm_implXX.
4) In the Functional Areas section, click in the Workforce Structures row.
Tasks.
c. In the Workforce Structures section, scroll down to click the Manage Grade Rates
link.
2. Create a grade rate.
a. In the Search Results section, click Create. The Select Legislative Data Group
dialog box opens.
b. In the Legislative Data Group dropdown menu, search for and select US Legislative
Data Group.
c. Click OK. The Create Grade Rate page appears.
d. In the US Legislative Data Group subsection, in the Effective Start Date field, enter
1/1/2018.
e. In the Name field, enter Annual Salary Rate Sales Execs XX.
f. In the Rate Type dropdown menu, accept the default value of Salary. Select it, if it is
not already.
g. In the Status dropdown menu, accept the default value of Active. Select it, if it is not
already.

h. In the Frequency dropdown menu, accept the default value of Annually. Select it, if it
is not already.
3. Add grade rate values.
a. In the Grade Rate Values subsection, click Add Row.
b. In the Grade dropdown menu, search for and select Sales Executive XX.
c. In the Minimum field, enter 45000.
d. In the Maximum field, enter 65000.
Note: The Midpoint field is automatically calculated and populated.
4. Review and submit the grade rate.
a. Click Review to review the details of the grade rate.
b. Click Submit.
e. Click Done.

Practice 10-3: Setting up Annual Salary Basis
Overview
In this practice, you create the annual salary basis.
Assumptions
Prerequisite
 Prior to completing this practice, you must complete all practices in lesson 7, and
practices 10-1 and 10-2.
Tasks
c. In the Setup dropdown menu, select Compensation Management.
d. In the Functional Areas section, click the Base Pay row.
e. In the Show field of the Base Pay section, select All Tasks.
f. In the Base Pay section, select the Salary Basis link.
2. Create a salary basis.
a. On the Salary Basis page, in the Search Results section, click Create.
b. On the Create Salary Basis page, in the Name field, enter USA1 Annual Salary
XX.
Note: The Code field populates automatically with data from the Name field.
c. In the Legislative Data Group dropdown menu, search for and select US Legislative
Data Group.
d. In the Salary Basis Type dropdown menu, select Salary amount is determined by
user.
e. In the Frequency dropdown menu, select Annually.
f. In the Annualization Factor field, accept the default of 1.00. Type 1.00 if the default
does not appear or is a different value.
Note: To convert the base pay to an annual amount, enter a multiplier. For example, if the
frequency is Weekly or Calendar Month, enter 52 or 12.

g. In the Element Mapping tab, in the Payroll Element dropdown menu, search for and
select Regular Wages.
h. In the Input Value dropdown menu, select Rate.
i. Click the link for the Salary Ranges tab.
j. In the Grade Rate dropdown menu, select Annual Salary Rate Sales Execs XX.
k. Click Save and Close.
l. Click Done.

Managing Jobs
Overview
In this practice, you create a job.
54 Practices for Lesson 11: Managing Jobs

Practice 11-1: Setting up a Job
Overview
In this practice, you create a Sales Executive job.
Assumptions
Prerequisites
 Prior to completing this practice, you must complete all practices in lessons 7, 8, and 10.
Tasks
b. Ensure that you are on the Setup: Compensation Management page. If not:
c. In the Setup dropdown menu, select Workforce Deployment.
d. In the Functional Areas section, select the Workforce Structures row.
e. In the Show dropdown menu of the Workforce Structures section, select All Tasks.
2. Create a job.
a. In the Workforce Structures section, scroll down to select the Manage Job link.
b. On the Manage Jobs page, in the Search Results section, click Create.
3. Enter the jobs basic details.
a. On the Create Job: Basic Details page, in the Effective Start Date field, enter
1/1/2018.
b. In the Job Set dropdown menu, search for and select Sales XX.
c. In the Name field, enter Sales Executive XX.
d. In the Code field, enter SALESEXEC_XX.
e. Click Next.
4. Enter the jobs details.
a. In the Job Description subsection of the Create Job: Details page, in the Full Time
or Part Time dropdown menu, select Full time.
b. In the Regular or Temporary dropdown menu, select Regular.
c. In the Job Family dropdown menu, search for and select Sales.
d. Scroll down to the Valid Grades section, and click Add Row.
Practices for Lesson 11: Managing Jobs 55

e. In the Grade dropdown menu, search for and select Sales Executive XX.
f. Click Next.
5. Review the jobs evaluation criteria.
a. On the Create Job: Evaluation Criteria page, click Next.
Note: This job does not include evaluation criteria.
6. Review the jobs profile.
a. On the Create Job: Profiles page, click Next.
Note: This job does not include a profile.
7. Review the details entered and submit.
a. On the Create Job: Review page, review the details you entered.
b. Click Submit.
e. Click Done.
56 Practices for Lesson 11: Managing Jobs

Managing Positions
Overview
In these practices, you set up the position synchronization hierarchy, create a position, and hire
an employee to test the setup.
58 Practices for Lesson 12: Managing Positions

Practice 12-1: Setting Up Position Synchronization
Overview
In this practice, you will enable position synchronizations so assignments inherit specified
values from the associated position.
Assumptions
Prerequisites
 Prior to completing this practice, you must complete all practices in Lessons 7 and 8.
Tasks
c. In the Functional Areas section, select the Legal Structures row.
d. In the Legal Structures section, select the Manage Legal Entity HCM Information
link.
2. Access position synchronization.
a. On the Legal Entity: InFusion Financial XX page, click the Edit menu and select
Update. The Update Legal Entity dialog box appears.
b. In the Effective State Date field, enter 1/1/2018.
c. Click OK.
d. Under the Legal Employer tab, click the Position Synchronization link.
3. Enable position synchronization.
a. In the Enable Position Synchronization dropdown menu, select Yes.
b. Select the Allow Override at Assignment check box.
c. In the Manager dropdown menu, select Use HCM position hierarchy.
d. Select the check box for:
1) Department
2) Job
3) Location
Practices for Lesson 12: Managing Positions 59

4) Grade
5) Probation Period
6) Full Time or Part Time
7) Regular or Temporary
8) FTE and Working Hours
e. Click Submit.
f. On the Warning dialog box, click Yes.
g. On the Confirmation dialog box, click OK.
h. Click Done.

Practice 12-2: Creating a Position
Overview
In this practice, you create a position and associate a job and corresponding grades.
Assumptions
Prerequisites
 Prior to completing this practice, you must complete the practices in Lessons 7, 8, 10,
and 11.
Tasks
2. Create a position.
a. In the Functional Areas section, select the Workforce Structures row.
b. Select All Tasks in the Show field of the Workforce Structures section.
c. In the Workforce Structures section, scroll down to select the Manage Positions link.
d. On the Manage Positions page, in the Search Results section, click Create.
3. Enter the positions basic details.
a. In the Effective State Date field, enter 1/1/2018.
b. In the Business Unit dropdown menu, search for and select Sales Business Unit XX.
c. In the Name field, enter Sales Executive XX.
d. Click Next. The Create Position: Position Details page opens.
4. Enter the position details.
a. In the Position Description subsection, in the Department dropdown menu, search
for and select InFusion Financial Sales XX.
b. In the Job dropdown menu, search for and select Sales Executive XX.
c. In the Location dropdown menu, search for and select New York XX.
d. In the Hiring Information section, in the Hiring Status dropdown menu, select
Approved.

e. Scroll down to the Valid Grades section to review the grades that were set up for the
entered job.
f. Click Next.
5. Review the position evaluation criteria.
a. On the Create Position: Evaluation Criteria page, click Next.
Note: Since this position does not include evaluation criteria, no actions are necessary.
6. Review the position profiles.
a. On the Create Position: Profiles page, click Next.
Note: As this position does not include a profile, no actions are necessary
7. Review the position and submit.
a. On the Create Position: Review page, review the details of the position.
b. Click Submit.
e. Click Done.
f. Sign out.

Practice 12-3: Hiring an Employee to Test the Setup
Overview
In this practice, you hire an employee to test the workforce structures setup.
Assumptions
Prerequisites
 Since this practice tests your set-up, prior to completing this practice you must
complete all previous practices in the course.
Tasks
1. Sign in and navigate to hire an employee.
a. Ensure that you are signed in as curtis.feitty.
b. Click My Client Groups.
c. Click New Person.
d. Select Hire an Employee.
2. Enter the employee basic details.
a. On the Hire and Employee: Identification page, in the Basic Details section, in the
Hire Date field, enter 3/1/2018.
b. In the Hire Action field accept the default of Hire.
c. In the Legal Employer dropdown menu, search for and select InFusion Financial
XX.
3. Enter the employee’s personal details.
a. In the Personal Details section, in the Last Name field, enter Smith.
b. In the First Name field, enter SusanXX.
c. In the Gender field, select Female.
d. In the Date of Birth field, enter 12/XX/1975.
e. In the National Identifiers section, click the Add Row icon.
f. In the National ID Type dropdown menu, select Social Security Number.
g. In the National ID field, enter 372-80-67XX.
h. Click Next. The Hire an Employee: Person Information page opens.
Note: If the Matching Persons Record window appears, click Continue.

4. Enter the employee’s home address.
a. In the Home Address subsection and in the Address Line 1 field, enter XX Main
Street.
b. In the ZIP Code field, enter 10022.
c. Press the Tab key.
d. If a dialog box opens, select the row that contains Manhattan. Otherwise accept the
system’s default values that now appear in relevant fields.
e. Click OK.
Note: The ZIP code you enter, renders the values for the city, state, and
county.
5. Enter the employee’s Email Details.
a. In the Email Details section, click the Add Row icon.
b. In the Type field, select Work Email.
c. In the Email field, enter xxsusan@InFusion.com.
6. Review the employee’s legislative information.
a. Review the Legislative Information section.
b. Click Next.
7. Enter the employee’s employment information.
a. Locate the Assignment section.
b. In the Business Unit field, search for and select Sales Business Unit XX.
c. In the Position dropdown menu, search for and select Sales Executive XX.
d. Verify that Job is Sales Executive XX due to the position being synchronized. If the
value does not appear in the field, search for and select Sales Executive XX.
e. Verify that the Grade field is populated with the grade set up for the Sales Executive
XX position.
Note: Notice the fields that are synchronized from the position are read-only.
f. Click Next. The Hire an Employee: Compensation and Other Information page
opens.
8. Enter the employee’s compensation and other information.
a. In the Salary Information section, in the Salary Basis dropdown menu, select USA1
Annual Salary XX.
b. In the Salary Amount field, enter 58000.
Note: After you enter the Salary Amount, numerous related fields also populate.
c. Click Next.

9. Review the employee details entered.
a. On the Hire an Employee: Review page, review the information that you have
entered.
b. Click Submit.


Defining Availability,
Lookups, and Profile Options
Overview
In these practices, you create calendar events and work schedules.
68 Practices for Lesson 13: Defining Availability, Lookups, and Profile Options
Practice 13-1: Creating a Calendar Event
Overview
In this practice, you create a calendar event for the public holiday, May Day.
Assumptions
Tasks
a. Sign in as hcm_implXX.
b. Click the arrow for Settings and Actions menu.
e. In the Functional Areas section, select the Workforce Information row.
f. In the Show dropdown menu, select All Tasks.
g. In the Workforce Information section, click the Manage Calendar Events link. The
Calendar Events page appears.
2. Create a calendar event.
a. In the Search Results section, click Create. The Create Calendar Event page opens.
b. In the Name field, enter May Day XX.
c. In the Short Code field, enter MXX.
d. In the Category dropdown menu, select Public holiday.
e. In the Start Date field, click the Select Date and Time icon.
f. In the Select Date and Time window, select 5/1/(next year) 12.00.0 AM.
g. Click OK.
h. In the End Date field, click the Select Date and Time icon.
i. In the Select Date and Time window, select 5/1/(next year) 11.59.59 PM.
j. Click OK.
3. Enter the calendar event coverage details.
a. In the Hierarchy Type dropdown menu, select Organization.
b. In the Hierarchy dropdown menu, select Project Organization Hierarchy. The
Coverage Source: Project Organization Hierarchy section appears.
c. In the Coverage Source: Project Organization Hierarchy section, expand Vision
Corporation.
d. Click the Vision Corporation row.
Practices for Lesson 13: Defining Availability, Lookups, and Profile Options 69
e. Click Include.
f. Click Submit.
g. On the Confirmation dialog box that appears, click OK. The public holiday appears in
the Search Results section of the Calendar Events page.
Practice 13-2: Reviewing an Existing Work Schedule
Overview
In this practice, you open an existing work schedule to learn about its settings.
Assumptions
Tasks
a. Ensure you are still signed in as hcm_implxx.
4) In the Functional Areas section, select the Workforce Information row.
5) In the Show dropdown menu, select All Tasks.
6) In the Workforce Information section, click the Manage Work Schedules link.
The Work Schedules page appears.
2. Review a work schedule.
a. In the Search section, Category dropdown menu, select Work.
b. Click Search.
c. In the Search Results section, click UK Work Schedule.
d. Review the details of the schedule:
1) This work schedule belongs to the Time type, which indicates that the schedule is
composed of time work patterns.
2) Time patterns always have time shifts that have a start time and end time. In this
work schedule, the length of the Regular Working Week pattern is seven days.
3) This work schedule starts from 1/7/2013 to 12/31/33. The work pattern in the
Patterns region repeats itself during this period.
4) A work schedule exception is an event that impacts the normal working pattern in
a work schedule.
5) Observe that the Public Holiday calendar event category is added as an
exception to this work schedule. This means that all calendar events that belong to
the selected category are automatically added as exceptions. Eligibility profiles
allow for the restriction of the number of work schedules that appear when
managers want to select a schedule to assign to workers.
Practices for Lesson 13: Defining Availability, Lookups, and Profile Options 71
e. Click Cancel.
f. Click Yes.
g. Sign out.
Working with Person Record
and Employment Record
Values
74 Practices for Lesson 14: Working with Person Record and Employment Record Values
Lesson 15: Instructor
Demonstrations
Instructor Demonstration L3-1: Creating an Address Format
Overview
In this demo, the instructor performs the following tasks:
 Create an address format.
 Create the format variation layout.
 Assign a locale.
Assumptions
Tasks
a. Ensure that you sign in as hcm_impl.
2. Create an address format.
a. Click the Tasks panel button.
b. Click the Search link.
c. In the Search field, enter Manage Address Formats.
d. Click Search.
e. Click the link to the Manage Address Formats task.
f. In the Search Results section, click the Create icon to open the Create Address
Style Format page.
g. In the Code field, enter TH_POSTAL_ADDR.
h. In the Name field, enter Thailand Postal Address Format.
i. In the Address Style field, select Postal Address.
j. Click Save.
3. Create format variations.
a. Expand the Format Variation section.
b. In the Actions menu, click Add.
c. In the Variation Rank field, enter 1.
d. In the Format Variation Layout section, click the Add icon.
e. In the Line field, enter 1.
f. In the Position field, enter 1.
g. In the Prompt field, enter Address line 1.
h. In the Address Element dropdown menu, select Address line 1.
i. Select the Required check box.
76 Lesson 15: Instructor Demonstrations

j. Select the Uppercase check box to display the address in uppercase text.
k. Click the Add icon to add another line.
l. In the Line field, enter 2.
m. In the Position field, enter 2.
n. In the Prompt field, enter City.
o. In the Address Element field, select City.
p. Select the Required check box.
q. Click the Expand icon in the row in which the city address is created.
r. Enter 1 in the Blank Lines Before field. You can create additional address lines as per
your requirement.
s. Click Save.
t. Click Preview Layout to view how the address appears in the Address Style Format
Layout Preview dialog box.
u. Click OK.
4. Assign a locale.
a. Click the link for the Locale Assignment tab.
b. In the Actions menu, select Add.
c. In the Country field, select Thailand.
d. Click Save and Close.
e. Click Done.
Lesson 15: Instructor Demonstrations 77

Instructor Demonstration L6-1: Creating a Legal Address
Demonstration Overview
In this demonstration, the instructor creates a legal address.
Demonstration Assumptions
Demonstration Tasks
a. Sign in as hcm_impl.
b. Click Settings and Actions menu.
d. In the Setup dropdown menu list, select Workforce Deployment.
2. Create a legal address.
a. In the Search Tasks field, enter Manage Legal Addresses.
b. Click Search.
Note: Point out that the search moves into the Legal Structures functional area.
c. Click the Manage Legal Addresses link.
d. In the Search Results section, click the Create icon.
e. In the Country field, select United States, if it is not already selected.
f. In the Address Line 1 field, enter 1721 Oracle Parkway.
g. In the Postal Code field, search for and select 94065.
h. Select the Redwood City, San Mateo, CA option, if the system offers a dialog box
with the option. If not, accept the default values that populate the relevant fields.
i. Click OK.
Note: Point out how the related fields are now populated with data.
j. In the Time Zone dropdown menu, select US Pacific Time.
k. Click OK.
l. Click Save and Close.

Instructor Demonstration L6-2: Managing Legal Entity HCM
Information
In this demonstration, the instructor reviews the key fields in the HCM information for the
InFusion Corp USA1 legal entity.
Demonstration Tasks
2. Manage legal entity HCM information.
a. In the Search Tasks field, enter Manage Legal Entity HCM Information.
b. Click Search.
c. In the Manage Legal Entity HCM Information row, click the link for UK Legal Entity
under the Scope column. The Select Scope dialog box opens.
d. In the Legal Entity field, select Select and Add.
e. Click Apply and Go to Task.
f. In the Search Results section, click the US1 Legal Entity row.
g. Click Save and Close to open the Legal Entity: US1 Legal Entity page.
h. Review the Work Day Information section to define the standard working hours for
each worker assignment in the legal entity.
Note: You can also enter work day information at the enterprise, department, and position
level.
i. Review the Worker Number Generation field, which specifies whether the application
generates a number for each worker.
Note: By default, worker numbers are not used. If you enable worker numbers for the
enterprise, only you can specify worker numbers for the legal employer.
j. Review the People Group Flexfield Structure dropdown menu to select the flexfield
that enables you to record people group information and assign people to specific
groups, such as unions or working groups. Click and show the various options.
k. Review the Employment Model dropdown menu to discuss a 2-tier model for the legal
entity. Click and discuss the various 2-tier options.
l. Click Done.

Instructor Demonstration L10-1: Reviewing Profile Option Settings
In this demonstration, the instructor reviews the settings for the
PER_ENFORCE_VALID_GRADES and the PER_DEFAULT_GRADE_FROM_JOB_POSITION
profile options.
Demonstration Tasks
2. Change profile option settings.
a. Click the Tasks panel button.
b. Select the Search link.
c. In the Search field, enter Manage Profile Options.
d. Click Search.
e. Click the link to the Manage Profile Options task.
f. In the Profile Option Code field, enter PER.
g. Click Search.
h. Select the PER_ENFORCE_VALID_GRADES row.
Note: The application loads the Profile Option Levels region with the profile option that
you have selected.
i. Scroll down to the PER_ENFORCE_VALID_GRADES: Profile Option Levels section,
review the Updateable options for the Site, Product, and User levels.
Note: Oracle maintains the Updateable profile options at the Site level. The Actions menu
is disabled and the options cannot be modified.
j. Click Cancel.
3. Review administrator profile values.
a. In the Search field, enter Manage Administrator Profile Values.
b. Click Search.
c. Click Manage Administrator Profile Values.
d. On the Manage Administrator Profile Values page, in the Profile Option Code field,
enter PER.
e. Click Search.
f. Select the PER_ENFORCE_VALID_GRADES row header.

Note: The application loads the Profile Values region with the profile option that you have
selected.
g. Scroll down to locate the PER_ENFORCE_VALID_GRADES: Profile Values section.
h. In the Profile Value field, verify that the value is set to N.
i. Repeat the preceding steps for the PER_DEFAULT_GRADE_FROM_JOB_POSITION
profile option.
j. Verify that the Profile Value is set to N.
k. Click Cancel.
l. Click Done.

Instructor Demonstration L14-1: Creating User Person Types
In this demonstration, the instructor creates an associate user person type for the Employee
system person type.
Demonstration Tasks
2. Create user person type.
a. In the Search Tasks field, enter Manage Person Types.
b. Click Search.
c. Click the link to the Manage Person Types task. Use the Person Types page to review
the system person types, and modify existing user person types as well as create new
ones. In this demonstration, we create a new user person type for the system person
type, Employee.
d. From the System Person Type list, select Employee to view the associated user
person types.
e. Click Add.
f. In the Assignment Person Type field, enter Associate.
g. Click Save and Close.
h. Click OK at the confirmation message.

Instructor Demonstration L14-2: Creating Person Name Formats
In this demonstration, the instructor creates a person name format for Angola.
Demonstration Tasks
a. Ensure that you are signed in as hcm_impl.
2. Create person name format.
a. In the Search Tasks field, enter Manage Person Name Formats.
b. Click Search.
c. Click the link to the Manage Person Name Formats task.
d. On the Name Formats page, click Search to review existing name format types.
e. On the Search Results toolbar, click Create to open the Create Name Format page
and to create a name format by using name components. In this example, we create a
name format for the format type, Full name.
f. In the Country dropdown menu, enter Angola.
g. In the Format Type dropdown menu, select Full name.
h. In the Scope dropdown menu, keep Local.
i. In the Available Name Components field, select Title.
j. Click Move to Other List icon (>) to move the selected item to the Selected Name
Components field.
Note: Ensure that the Title component is moved to the Selected Name Components
field. The First Name component may, sometimes, incorrectly render itself instead of
the Title component.
k. Repeat steps i and j to move (Period), Space, First Name, Space, and Last Name to
the Selected Name Components field.
l. Select the last dotted line in the Selected Name Components field, and click Remove
Selected Items to move the selected item to the Available Name Components
field.
m. In the Preview Name Format section, Component Example column, replace Title
with Mr.
n. Replace Last_Name with Smith.
o. Replace First_Name with John.

p. Press Tab to exit the field and generate the formatted name.
q. Preview the formatted name to verify that the name format matches your entry.
r. Click Save and Close.
s. Click OK at the message.
t. Click Done.

Instructor Demonstration L14-3: Creating Person Name Styles
In this demonstration, the instructor creates a person name style for Angola.
Demonstration Tasks
1. Sign In and Navigate.
2. Create name style.
a. In the Search Tasks field, enter Manage Person Name Styles.
b. Click Search.
c. Click the link to the Manage Person Name Styles task. Use the Person Name Styles
page to review existing person name styles and create new name styles for countries
that do not have a name style.
d. On the Name Styles toolbar, click the Create icon.
e. In the Country dropdown menu that appears, select Angola.
f. Click Save.
g. Click OK in the Confirmation message.
h. On the Angola: Details section toolbar, click the Create icon.
i. In the Display Sequence field, enter 4.
j. In the Name Component dropdown menu, select Last Name.
k. In the Display Name field, enter Surname.
l. Select the Required check box.
m. Follow steps h. to l. by using the following data:
Display Sequence Name Component Display Name
1 Title Title
2 First Name Given Name
3 Middle Names Middle Name
5 Known As Preferred Name
n. Click Save and Close.
o. Click OK in the Confirmation dialog box.

Instructor Demonstration L14-4: Creating an Assignment Status
In this demonstration, the instructor creates a user assignment status named Temporary
Assignment.
Demonstration Tasks
d. In the Setup field, select Workforce Deployment.
2. Create an assignment status.
a. In the Search Tasks field, enter Manage Assignment Status.
b. Click Search.
c. Click the link to the Manage Assignment Status task.
d. Click the New icon.
e. In the User Status field, enter Temporary Assignment.
f. In the Assignment Status Code field, enter TEMP_ASSIGNMENT.
Note: Enter a unique code because this value uniquely identifies the assignment
status.
g. In the HR Status dropdown menu, select Active.
h. In the Pay Status dropdown menu, select Process.
i. Leave the No option selected in the Default field.
j. Click Save.
k. At the warning message, click OK.
l. Sign out.

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40 Practices for Lesson 9: Executing Actions and Defining Collective Agreements

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