Case Study

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Fusion Core HR
HCM Case Study

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Implementation and
Management Project –
Copyright © 2023, Oracle and/or its affiliates.
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1010052023
2 Fusion Core HR Implementation and Management Project – HCM Case Study

Table of Contents
HCM Case Study ..........................................................................................................................4

Implementation Challenge: Phase I – Manage Enterprise HCM Information Settings ........4
Implementation Challenge: Phase II – Defining Workforce Structures ................................. 5
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Trees .......................................................................................................................................................... 7
Defining Actions/Action Reasons........................................................................................................ 8
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Defining a Collective Agreement ......................................................................................................... 8
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Defining Base Compensation ............................................................................................................... 7
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Defining Jobs ........................................................................................................................................... 7
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Defining Person Record and Employment Record Values ............................................................. 9
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Implementation Challenge: Phase III – Person and Employment Details ............................ 10
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Practicum Overview: Implementer Sign-Ins .......................................................................... 10
Overview ................................................................................................................................................. 10
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Annexure I – Business Axis .................................................................................................................. 12
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Annexure II – Jobs/Grades/Grade Rates/Locations/Departments ............................................ 13

Implementation Challenge: Phase IV – Data Import .............................................................. 14
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Scenario................................................................................................................................................... 14
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Task Overview ........................................................................................................................................ 14

The Data Files - (Basic Load and Complex Load) ........................................................................... 14
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Basic Load ................................................................................................................................................15

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Complex Load .........................................................................................................................................15

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Activity 1 – Change the student identifier on each of the files. .................................................... 18

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Activity 2 – Import the Basic Load.zip file................................................................................. 19

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Activity 3 – Check the results “Basic Load.” .....................................................................................20

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Activity 4 – Import the Complex Load.zip file. ........................................................................... 21

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Activity 5 – Check the results “Complex Load.” .............................................................................. 23

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Grade ....................................................................................................................................................... 23
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Job ............................................................................................................................................................ 23
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Location................................................................................................................................................... 24
Organization ........................................................................................................................................... 25
Workers ................................................................................................................................................... 25
Fusion Core HR Implementation and Management Project – HCM Case Study 3

HCM Case Study
As a primary consultant for Core HR Implementation, you will assist InFusion Financial
Company in the implementation of a novel HR System. The objective of this case study is to
provide you with an understanding of the practical implementation requirements and
scenarios, enabling you to effectively execute these within Fusion HCM.
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This document contains the notes derived from the discovery workshops with the client.
These notes provide details on the legal entities, business units, base compensation, and
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employment details of the client. Using these notes, you will configure HCM information
settings, set up enterprise structures, and configure person and employment details.
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Business Description
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Infusion Finance has its head office in Atlanta, Georgia. It is also present in the United
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Kingdom and India. The company has made a strategic decision to streamline the HR
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operations by implementing Fusion HCM to make the user’s daily activities effective and
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accurate.
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Implementation Challenge: Phase I – Manage Enterprise
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HCM Information Settings
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Your first task as a core HR Implementation Consultant is to configure the default HCM
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settings. You will configure working hours and work week, single and multiple assignments,
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Person Name language, and Person Numbers.

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• InFusion Financials will use default working hours of 8:30 to 17:30 with a default work
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week of 40 hours weekly.

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• InFusion Financials wants the ability to control a single assignment for most of its legal
entities but will need to have a legal entity for tracking multiple assignments; we will
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indicate which one in the LE area of this case study.

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• They want the default Person Name Language as US and will have Person Numbers
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generated automatically upon final save.

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• They will not have Guided Flow Future Dated Record Validation.
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• They want to have the Approver Region Collapsed and they also want to default an
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Enterprise Seniority Date.

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• InFusion Financials will set its own Job Codes. They do not want the system to auto
assign them.
• They do not want to enforce minimum search characters.

Implementation Challenge: Phase II – Defining
Workforce Structures
You have completed configuring the default HCM settings to match your client’s
requirements. Now, you will manage legal entities by defining legal address, legal entities,
jobs, grades, and journey configuration.
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Geography Details
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• Geographies have been loaded by Cloud Services.
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Company Details - InFusion Financials Company is a $3 Billion group company with the head
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office in U.S.
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Perform the following:
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1. Define legal addresses.
2.
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Define legal entities.
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3.
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Set up an employment model based on the information provided below and link.
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The company has operations in:

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1. XX InFusion FinancialUS – XX Peachtree, Atlanta, GA 30314 Fulton County

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a. Legal Identifier XXINFUSUS

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b. Employs People
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c. Is a Payroll Statutory Unit

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d. EIN 93654321XX
e. Legal Reporting Unit Registration Number 1212321XXUS
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f. This Legal Entity will need to track multiple assignments.

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2. XX InFusion FinancialUK – XX Bishopsgate, London EC2M 4NR Greater London County

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a. Legal Identifier XXINFUSUK

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b. Employs People
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d. Company Number 93654213XXUK

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e. CUIT is 1212321XXUK
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3. XX InFusion FinancialIN – XX Gateway Road, Hyderabad, Telangana 500081

a. Legal Identifier XXINFUSIN
b. Employs People
d. Permanent Account Number is 93654213XXIN

Reference Data Sets and Business Units
InFusion Financials has the following Business Units:

• Operations & Services
• Financial Corporation
• InFusion Bank UK
• InFusion Bank US
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• InFusion Bank IN
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You will limit the amount of data that is displayed to the HR Analyst when they are managing employee
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data in their respective countries as indicated in the next few paragraphs.
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Jobs – The jobs across all business units of the organization are the same.
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For example, Assistant Manager in Retail & Corporate Banking’s Shanghai branch is the same
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as in the Financial Corporation’s Leeds branch.
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Grades – The Grade structure is common, but the salary of employee’s is maintained in the
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local currency.
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Locations – The Location structure is specific to each Business Unit. Operations & Services
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and Financial Corporation will share the same Location.
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Departments – The Department structure is specific to each Business Unit. Operations &
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Services and Financial Corporation will share the same Department.

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Locations and Organizations

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After completing the configuration of Enterprise HCM Information settings and defining the
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Workforce structures, you must establish the locations, divisions, and departments in order to
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effectively structure the Workforce. Next, you construct an organizational tree and append
nodes to the tree.
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1. InFusion Holding Company: This is the top division in the company structure and will be
used when defining the case study organization tree.
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2. Financial Corporation Division: The departments within Financial Corporation are

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organized into Investment, Research, and Central Dealing Room.

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3. Retail & Corporate Banking Division: The departments within Retail & Corporate
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Banking are organizations based on branch locations.

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4. Operation and Services Division: The Operation and Services division includes the
following departments - Finance, HR/Admin, Information Technology with a
subdepartment of Application Management, Security, and General Services.
For the required Departments and Locations, refer to the list in Annexure II.

Trees
Following the preparation of the organizational tree, you must establish the organizational
tree in accordance with the hierarchy delineated below:
The organization hierarchy will consist of Divisions, Legal Entities, Business Units &
Departments, including one that will include a subdepartment. This tree will be used for
reporting and security purpose.
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Refer to the business axis of the organization as described in Annexure I.
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Defining Base Compensation
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When the collective agreement is established, it will be necessary to devise a system for grade
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and grade rates, as well as set up salary basis.
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Grades – There will be 3 grades that are shared globally.
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Refer to the business axis of the organization as described in Annexure II.
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Grade Rates – There will be 3 salary ranges per country.

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Salary Basis – There will be 1 Salary Basis per country.

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• XX Salary Basis InFusionUS - to which you will attach appropriate Salary Grades.
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• XX Salary Basis InFusionUK - to which you will attach appropriate Salary Grades.
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• XX Salary Basis InFusionIN - to which you will attach appropriate Salary Grades.
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Defining Jobs
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Create Jobs – All Jobs are shared across all Business Units.
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Defining Journeys
1. Whenever a consultant is hired into the organization, the On-boarding Journey must be
automatically associated with them. Use XX (number assigned to you as in the other
stages of this case study) in the description when creating your journey so you can
identify your data.
a. The Journey should not be associated with any other type of worker.
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a. The On-Boarding Journey must have the following items (but can include other
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options at your discretion):
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1) Verify Personal Information
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2) Complete Global Background Check
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3) Complete Medical Check-up
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b. The system should send a notification automatically to the applicable HR
Representative for each task.
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Defining Actions/Action Reasons
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You will need to accommodate a request for different verbiage when employees transfer from
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one legal entity to another.

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• Create an Action Reason - XX Company Transfer.

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• Create an Action - XX Legal Entity Transfer.

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• Associate the Action - XX Legal Entity Transfer with the Action Reason - XX Company
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Transfer.
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HR Users have a requirement that all changes in assignment data that happen because of
restructuring of the organization must be associated with the Action of “XXRe-organization”
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and Action Reason of “XXDepartment Change.”

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All Workers who leave the organization on their own should be terminated with the
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Termination Action of “XXInvoluntary Termination” and Action Reason of “XXInvoluntary”.

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Defining a Collective Agreement

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Having defined the Workforce structure, you will now proceed with the establishment of a
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collective agreement for InFusion Facilities Trade Association.

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1. Name is XX Facilities Union.

2. Description is Collective Agreement for InFusion Facilities Trade Association.
3. Assign it to the Facilities Union 1 Worker Union and your XXUS Legal Entity.
4. XX Facilities Union is the Employee Organization Negotiating Party.
5. InFusion Financials is the Employer Organization Negotiating Party.

Defining Person Record and Employment Record Values
1. The organization tracks three (3) types of workers, each with additional classifications:
c. Employees, who are employed directly by the organization. The customer wants to
recognize them as XXEmployees and XXAssociates.
d. Non-Employees, who are employed through other service providers. The customer
wants to recognize them as XXVolunteers and XXTemporary Staff
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e. Contingent workers, who are employed through other service providers. The
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customer wants to recognize them as XXConsultants and XXProject Leads.
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2. All employees have a dotted line report to one of two (2) types of managers:
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a. XXOnsite Project Manager
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b. XXRemote Project Manager
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3. All employees are provided Smart phones and the HR User will maintain a separate phone
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type as – XXSmart Phone in the system.
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4. Temporary Staff and Contingent Workers tracked in the system will need to have Contract
Information (Contract Type, Contact Start Date and Contract End Date) maintained in the
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system. The Contracts are XXTemporary Staff and XX Contingent Worker.
5.
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Employees who are on sabbatical should have a specific assignment status of – Sabbatical
Paid Leave. This should be set at the assignment level for all employees who are on
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sabbatical.
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Implementation Challenge: Phase III – Person and
Employment Details
(Next, you are required to configure employee transactions, such as hires, assignments,
journeys, termination, and transfers, you will need to log in to the application as Curtis.Feitty,
using the same password you were assigned. This is needed for approval processing.)
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You will apply the following requirements for HR Users:
1. Hire at least 1 employee in each of the Legal Entities you created in this case study.
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Ensure that their Last Name includes XX as the first two characters, so you and another
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user won’t have issues. Use the Business Units, Jobs, Departments, Locations and so on
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that was provided to test your setup.
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2. Hire a Contingent Worker. Update their password so you can log in as your contingent
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worker (keep in mind, based on approval processing it may take a few minutes for them to
be available for the password update). Verify the Journey you created was assigned.
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3. Add at least 1 Pending Worker to any of the Legal Entities you created. Be sure to use XX
as the first two characters of their last name to keep them unique.
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Employees can be posted on long-term assignments in other branches in the same
country or across countries.
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5. One of your employees is being temporarily transferred to a new Business Unit for a 3-
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month assignment.
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6. One of your employees needs to be permanently transferred to a new Legal Entity.

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7. One of your employees is being temporarily transferred to a new Legal Entity for 1 year.
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8. Demonstrate various possibilities where employees can have multiple assignments within
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this organization’s structure.

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Practicum Overview: Implementer Sign-Ins

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Overview
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For all the scenarios in this case study that require you to sign in as an implementer, use the
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student number and corresponding implementer sign-ins that are assigned to you.
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Student Number Implementer Sign-in

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01 HCM_IMPL1
02 HCM_IMPL2
03 HCM_IMPL3
04 HCM_IMPL4

05 HCM_IMPL5
06 HCM_IMPL6
07 HCM_IMPL7
08 HCM_IMPL8
09 HCM_IMPL9
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10 HCM_IMPL10
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11 HCM_IMPL11
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12 HCM_IMPL12
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13 HCM_IMPL13
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14 HCM_IMPL14
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15 HCM_IMPL15
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16 HCM_IMPL16
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17 HCM_IMPL17
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19 HCM_IMPL19
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Annexure I – Business Axis
InFusion Holding
Company (Division)
InFusion Financial InFusion Retail & InFusion Operation

Corporation Corporate Banking and Services
(Division) (Division) (Division)
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Investment Information Security
InFusion Bank UK InFusion Bank US InFusion Bank India Finance HR/Admin General Services
Department Technology Department
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Research Application
UK Head Office US Head Office Telangana Branch
Department Management
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Central Dealing Bangalore Branch
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Leeds Branch Chicago Branch
Room
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London Branch New York Branch
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Annexure II – Jobs/Grades/Grade Rates/Locations/Departments
Jobs Grades
Sr. No. Name Code Grade Code Grade Name
1 Chairman XX001 XX Hourly XXHourly
2 Vice Chairman XX002 XX Salaried XXSalaried
3 Senior Vice President XX003 XX Annual XXAnnual
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4 Vice President XX004
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5 Director XX005
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6 Head Of Department XX006 Grade Rates
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7 General Manager XX007
Grade Grade Rate Grade Rate
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8 Senior Manager XX008
Rate Code Description Range
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9 Manager XX009
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XXUS001 XXUS001 Hourly 35-55K USD
10 Assistant Manager XX010
XXUS002 XXUS002 Salaried 45-65K USD
11 Executive XX011
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XXUS003 XXUS003 Annual 55-75 USD
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12 Staff XX012
XXUK001 XXUK001 Hourly 35-55K GBP
13 Staff Trainee XX013
XXUK002 XXUK002 Salaried 45-65K GBP
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14 Executive Trainee XX014
15 Technician XX015
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XXIN001 XXIN001 Hourly 35-55K INR
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16 Technician Trainee XX016 XXIN002 XXIN002 Salaried 45-65K INR

17 Officer/Supervisor XX017
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XXIN003 XXIN003 Annual 55-75 INR

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18 Specialist XX018
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19 Apprentice XX019
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20 Officer Trainee XX020 Departments

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Sr. No. Name

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Locations 1 XXUS Head Office

2 XXNew York Branch
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Sr. Location 3 XXChicago Branch

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No. Location Name Code 4 XXUK Head Office

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1 XXUS Head Office XXLOC_01 5 XXLondon Branch

2 XXNew York Branch XXLOC_02 6 XXLeeds Branch
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3 XXChicago Branch XXLOC_03 7 XXTelangana Branch

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4 XXUK Head Office XXLOC_04 8 XXBangalore Branch

5 XXLondon Branch XXLOC_05 9 XXInvestment
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6 XXLeeds Branch XXLOC_06 10 XXResearch

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7 XXTelangana Branch XXLOC_07 11 XXCentral Dealing

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8 XXBangalore Branch XXLOC_08 12 XXFinance

13 XXHR/Admin
14 XXInformation Technology
15 XXApplication Management
16 XXSecurity Department
17 XXGeneral Services

Implementation Challenge: Phase IV – Data Import
Scenario
It is now several months down the line from your organization’s initial implementation of Core
HR, and now there is a requirement to load more data.
• Grades
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• Workers
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Rather than spending time keying in the information manually, you have been provided with
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the necessary data files so that you can use the HCM Data Loader to import it into the system.
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This task is normally performed by Senior Technical Consultants. However, they are extremely
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busy with other tasks and have asked you to simply load the data that they have already
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prepared in the data files. You will need to update those files with your own student identifier to
indicate that it was you that loaded them.
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After reviewing the following Task Overview and the Basic and Complex Load Data file
information, you will complete Activities 1 – 5.
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Task Overview
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You will import and verify two files:

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1. Import the provided Basic Load.zip.

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a. Confirm that the import completed successfully.

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b. Verify that Grades have been correctly updated.

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2. Import the provided Complex Load.zip.

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a. Confirm that the import completed successfully.

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b. Verify that Locations have been correctly updated.

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c. Verify that Grades have been correctly updated.

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d. Verify that Jobs have been correctly updated.

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e. Verify that Departments have been correctly updated.

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f. Verify that Workers have been correctly updated.

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The Data Files - (Basic Load and Complex Load)

Here you can see the data files that you have been provided.

Basic Load
This consists of just one data file – Grade.dat:
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• The METADATA line lists the attributes to be loaded and indicates the order in which
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they should be entered. Note that the attributes are separated by a “pipe” delimiter.
• The MERGE lines represent each of the records (grades) to be loaded. The data is in
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the same order as the METADATA attributes, and again are separated by the “pipe”
delimiter.
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As part of the load process, you will update the values that represent the user loading
the data, so that your organization knows who has loaded each file.
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• The updated files need to be compressed as a .zip file prior to loading them into the
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system.
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Complex Load
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Although the aim here is to load worker data, this consists of five separate files. The reason
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for this is that these workers are not going to be associated with the existing Grades, Jobs,
Locations, and Departments. Therefore, these will need to be loaded before the worker data is
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loaded.
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In addition, the worker file consists of multiple entities (that make up the employee’s personal
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and employment data) being uploaded.

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Even though there are multiple files, after they are all compressed into a single .zip file, they
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will load in the correct order according to dependencies.

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As with the Basic Load, each file consists of the METADATA and MERGE lines, and you will
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update the values that represent the user loading the data, so that your organization knows
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who has loaded each file.

Grade.dat

Job.dat
Location.dat
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Organization.dat
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Worker.dat
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Multiple Business Entities in a single file:

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Fusion Core HR Implementation and Management Project – HCM Case Study

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17
Activity 1 – Change the student identifier on each of the files.
Step Instruction Screenshot

1 Download the
following two .zip
files onto your
desktop:
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• Basic Load.zip
• Complex
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Load.zip
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2 Unzip each .zip file.
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3 Open the unzipped
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folders and access
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each .dat file.
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• Basic Load x1
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• Complex Load x 5
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4 Perform a “Replace” is .sa
on the .dat files.
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Replace the
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STUDENTnn entries
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with your Student

Identifier (example,
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STUDENT20)
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Note: This must be

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performed on ALL of
the .dat files.
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5 Zip the updated .dat

files.
Note: For the

Complex Load
example, you zip all
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five files into one.
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Activity 2 – Import the Basic Load.zip file.
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Step Instruction
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1 Log in as
Curtis.Feitty.
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2 Access the Data

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Exchange Work Area

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from My Client
Groups.
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Select the Import and

Load Data option.
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3 Click the Import File

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button.
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4 Browse for and select

the Basic Load.zip file.
Click Submit Now.
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5 Click OK.
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6 Click Refresh (every 30 seconds or so) and monitor the process until complete.
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Note: This may take a few minutes.
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Activity 3 – Check the results “Basic Load.”

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1 Access the Manage Grades Work

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Area via My Client Groups >

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Workforce Structures.
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2 Search for Grades with the name Student.
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Activity 4 – Import the Complex Load.zip file.
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1 Log in as
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Exchange Work
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Select the Import

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select the
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Click Submit
Now.
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5 Click OK.
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6 Click Refresh (every 30 seconds or so) and monitor the process until complete.
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Note: This may take a few minutes.
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Activity 5 – Check the results “Complex Load.”
GRADE
1 Access the Manage
Grades Work Area via
My Client Groups >
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2 Search for grades with the name Student.
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1 Access the Manage Jobs
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Work Area via My Client

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Groups > Workforce

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Structures.
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2 Search for jobs with the name Admin.
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Location
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1 Access the Location Details
Work Area via My Client Groups
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> Workforce Structures. is .sa
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2 Search for locations with the name Student.

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Organization

1 Access the Manage
Departments Work Area via
My Client Groups >
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2 is .sa
Search for departments with the name Student.
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Workers
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1 Access the Person

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Groups.
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2 Search for workers with the names:

• James Harrington
• Chris Fisher
• Rupesh Varma
• Prasanna Borse
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• Jason Pike
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This completes the Data Import activities.
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For these activities, you must request an environment with access to Implementer ID. You will
us t.c
then be assigned an Implementer ID, for example, hcm_impl1. As you complete these
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practices, you will use the chart provided, which instructs you on which code (xx) to use to
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complete this case study, because there may be several users using the same environment.
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This is done to mitigate you interfering with each other. If you are given hcm_impl1, you
would replace xx with 01.
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HCM Case Study

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Copyright © 2023, Oracle and/or its affiliates.

2 Fusion Core HR Implementation and Management Project – HCM Case Study

HCM Case Study ..........................................................................................................................4

Annexure II – Jobs/Grades/Grade Rates/Locations/Departments ............................................ 13

Task Overview ........................................................................................................................................ 14

Basic Load ................................................................................................................................................15

Complex Load .........................................................................................................................................15

Activity 1 – Change the student identifier on each of the files. .................................................... 18

Activity 2 – Import the Basic Load.zip file................................................................................. 19

Activity 3 – Check the results “Basic Load.” .....................................................................................20

Activity 4 – Import the Complex Load.zip file. ........................................................................... 21

Activity 5 – Check the results “Complex Load.” .............................................................................. 23

Copyright © 2023, Oracle and/or its affiliates.

Fusion Core HR Implementation and Management Project – HCM Case Study 3

Person Name language, and Person Numbers.

week of 40 hours weekly.

indicate which one in the LE area of this case study.

generated automatically upon final save.

Enterprise Seniority Date.

Copyright © 2023, Oracle and/or its affiliates.

4 Fusion Core HR Implementation and Management Project – HCM Case Study

The company has operations in:

1. XX InFusion FinancialUS – XX Peachtree, Atlanta, GA 30314 Fulton County

a. Legal Identifier XXINFUSUS

c. Is a Payroll Statutory Unit

f. This Legal Entity will need to track multiple assignments.

2. XX InFusion FinancialUK – XX Bishopsgate, London EC2M 4NR Greater London County

a. Legal Identifier XXINFUSUK

c. Is a Payroll Statutory Unit

d. Company Number 93654213XXUK

3. XX InFusion FinancialIN – XX Gateway Road, Hyderabad, Telangana 500081

Copyright © 2023, Oracle and/or its affiliates.

Fusion Core HR Implementation and Management Project – HCM Case Study 5

InFusion Financials has the following Business Units:

Services and Financial Corporation will share the same Department.

Locations and Organizations

2. Financial Corporation Division: The departments within Financial Corporation are

organized into Investment, Research, and Central Dealing Room.

Banking are organizations based on branch locations.

Copyright © 2023, Oracle and/or its affiliates.

6 Fusion Core HR Implementation and Management Project – HCM Case Study

Grade Rates – There will be 3 salary ranges per country.

Refer to the business axis of the organization as described in Annexure II.

Salary Basis – There will be 1 Salary Basis per country.

Refer to the business axis of the organization as described in Annexure II.

Copyright © 2023, Oracle and/or its affiliates.

Fusion Core HR Implementation and Management Project – HCM Case Study 7

one legal entity to another.

• Create an Action Reason - XX Company Transfer.

• Create an Action - XX Legal Entity Transfer.

and Action Reason of “XXDepartment Change.”

Termination Action of “XXInvoluntary Termination” and Action Reason of “XXInvoluntary”.

Defining a Collective Agreement

collective agreement for InFusion Facilities Trade Association.