Release 11
Oracle Global Human Resources Cloud Getting Started with Your Implementation
Part Number E67253-01
Copyright 2011-2016, Oracle and/or its affiliates. All rights reserved.
Authors: Megan Wallace, Angela Brown, Tina Brand, Essan Jirman, Denise Fairbanks Simpson
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Contents
Preface
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Application Users
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45
Defining Application Users for Oracle HCM Cloud Service: Explained ...................................................................... 45
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Data Upload
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Uploading Data for Oracle Global Human Resources Cloud: Explained ................................................................... 55
Preface
Preface
This Preface introduces information sources that can help you use the application and this guide.
Note: If you don't see any help icons on your page, click the Show Help button in the global area. Not all pages
have help icons.
You can also access Oracle Applications Help at https://fusionhelp.oracle.com/.
Other Guides
To find other guides for Oracle Applications Cloud, go to:
Oracle Applications Help, and select Documentation Library from the Navigator menu.
Oracle Help Center at http://docs.oracle.com/
My Oracle Support
Access electronic support through My Oracle Support:
http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info
http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs (if you are hearing impaired).
Preface
Documentation Accessibility
For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://
www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.
ii
Chapter 1
A
Co.
E
Inc.
Data
Center
B
Inc.
D
Co.
C
Ltd.
Public Cloud
Chapter 1
Private Cloud - Application- and technology-managed services that are offered for Oracle software and hardware
and are available internally, behind a firewall and are hosted over the Internet by Oracle or Oracle business partners
that offer BPO solutions. Oracle provides management, monitoring, patching, security, and upgrade services.
Data
Center
Private Cloud
On Premises - Hardware, software licenses, and support that you buy and host at one or more of your sites. You are
responsible for monitoring, security, patching, and upgrades.
Data
Center
On
Premises
Hybrid - You can choose to maintain your existing legacy applications on premise and buy products that are hosted
in private or public cloud, or any combination of these options.
Chapter 1
employee alignment, and regulatory compliance with integrated enterprise social networking tools, business intelligence, and
mobile data access.
Oracle Fusion Human Capital Management
Workforce
Deployment
Workforce
Development
Global Human
Resources
Global
Payroll and
Localizations
Global Payroll
Interface
Workforce
Reputation
Management
Workforce
Predictions
Workforce
Management
Time and
Labor
Absence
Management
Talent
Review
Performance
Management
Goal
Management
Succession
Management
Benefits
Total
Compensation
Statement
Compensation
Incentive
Compensation
Management
Compensation
Span
Business
Processes
Fast Formula
Profile Management
Workforce Directory Management
Embedded Analytics
Embedded analytics enable actionable insight by providing access to information or data which will help complete a
transaction.
Chapter 1
Real-Time Reporting
Real-time reporting accesses relevant reports and analytics for each individual work area. Predefined analyses are available,
but you can also create and edit analyses from the Reports and Analytics pane or work area. Optionally, access the Oracle
Business Intelligence (BI) Enterprise Edition through the Reports and Analytics pane. New objects and changes to existing
objects that you make in Oracle BI Enterprise Edition are reflected and available from Oracle HCM Cloud Service.
Interactive Dashboards
Interactive dashboards provide:
Information summaries that show a view of the big picture as well as prioritization
Information monitoring that offers quick action and further exploration
The main dashboard within Oracle HCM Cloud Service is the Welcome dashboard, which is a collection of dashboards. Two
other types of dashboards are also available:
Transaction dashboards which contain content that is core to one or more business processes
Business intelligence (BI) dashboards which contain content that is complementary to one or more business
processes
Chapter 2
Chapter 2
The account administrator receives an e-mail with a link to activate the service. As part of activation, the account
administrator provides information about the administrator who performs the functions of both the service
administrator and the identity domain administrator.
See: Activating Your Order
Next Steps
The administrator who was identified during the activation process:
Optionally create initial administrator and implementation users before enterprise structures setup.
Alternatively, the administrator sets up enterprise structures and then creates service users, including
functional implementors.
Additional Information
For complete information on security in Oracle Cloud Application Services, refer to the Securing Oracle HCM Cloud
guide. See the Implementation Users chapter.
Chapter 2
Chapter 2
Workforce
Deployment
Workforce
Development
Global Human
Resources
Global
Payroll and
Localizations
Global Payroll
Interface
Workforce
Reputation
Management
Workforce
Predictions
Workforce
Management
Time and
Labor
Absence
Management
Talent
Review
Performance
Management
Goal
Management
Succession
Management
Benefits
Total
Compensation
Statement
Compensation
Incentive
Compensation
Management
Compensation
Span
Business
Processes
Fast Formula
Profile Management
Workforce Directory Management
The following procedure identifies how to generate the setup tasks. The documentation in this list is in the Oracle Applications
Cloud Using Functional Setup Manager guide.
1. Sign in to Oracle Cloud Services.
Using the Oracle Cloud Services URL, sign in to Oracle Cloud Services as a user with the application
implementation consultant role.
The Welcome page appears.
Select Setup and Maintenance under the Tools category in the Navigator to go to the Setup and
Maintenance work area.
On the Getting Started with Oracle Fusion Applications page, view all Oracle Fusion Applications offerings.
See: Gathering Your Implementation Requirements chapter
Chapter 2
Drill down on the Oracle HCM offering of your choice to view a description, documents, and reports related to
the offering on the Documents page.
5. Configure offerings.
On the Configure Offerings page, configure the offerings of your choice to fit your business requirements.
Expand any offering to find its optional offerings, called Optional Functional Areas. Select all that apply to your
organization.
Use the Select Feature Choices page to review optional or alternative business processes. Select all that
apply to your enterprise. If you select the Payroll functional area, you must select the appropriate countries as
feature choices.
Note: To use the Enterprise Structures Configurator to set up your basic enterprise structures,
you must select the Enterprise Structures Guided Flow feature on the Configure Offerings page.
It is selected by default.
Create a new implementation project on the Manage Implementation Projects page to generate setup tasks
for a selected offering.
The task list includes the tasks that are relevant to the offerings and optional functional areas that you
selected. The most common requirements across all offerings are listed first. Next, the common tasks across
product families are shown. Next are common tasks across product offerings. Tasks that are specific to
product functionality are listed last.
You can expand the task lists to see the tasks that they contain.
See: Managing an Application Implementation chapter - Implementation Project Task Lists: Explained
Chapter 2
10
Chapter 3
Establish
Enterprise
Structures
Establish Job
and Positions
Structures
Divisions
Determine
Position Usage
Legal Entities
Define
Enterprise-Level
Attributes
Business Units
Business Units
Review
Configuration
Load
Configuration
Reference Data
Sets
Business Unit
Set Assignments
Assign
Reference Data
Sets to
Locations
11
Chapter 3
See: Managing an Application Implementation chapter, Oracle Applications Cloud Using Functional Setup
Manager guide
On the Manage Implementation Projects page, assign tasks related to the setup of enterprise structures to
implementation users who have the Application Implementation Consultant job role.
Sign in using the Oracle Fusion Applications URL and the user account and password associated with your
implementation user role.
Navigate to the Assigned Implementation Tasks tab to find assigned tasks.
3. Load geographies.
Perform the task Load US Geographies if you are using US Payroll. For Chinese locations and China Payroll,
perform the task Load Chinese Geographies.
Geography information is used in Oracle Fusion Applications for address entry and geography-based business
processes, for example, territory management and shipping.
You may have been given a geographies file to load. Alternatively, Vertex files may be available.
4. Manage geographies.
Perform the task Manage Geographies to enable the list of values for address fields in user interfaces.
See: Geographies for HCM chapter
Perform the task Establish Enterprise Structures to determine the high-level structures of the enterprise using
an interview style process.
Note: If you are also implementing Global Payroll, you must define the Cost Allocation Key
Flexfield prior to defining the legislative data group. See: Setting Up Global Payroll, Task 8
Manage Cost Allocation Key Flexfield.
12
Chapter 3
Perform the task Establish Job and Position Structures to determine an approach for jobs or jobs and
positions that match your operational needs for workforce deployment, management reporting, and
approvals.
Perform the task Review Enterprise Configuration to review a high-level functional summary, as well as a
detailed technical inventory of all objects that will be created. There is an additional option to print a hard copy
of the information.
Perform the task Load Enterprise Configuration to generate the structures for your enterprise and workforce
deployment. This process creates the physical entities you define in the enterprise, and jobs and positions
interviews.
13
Chapter 3
Program
Plan Type
in Program
Plan Type
Not in Program
Plan
in Program
Plan
Not in Program
Option
in Plan
in Program
Option
in Plan
Not in Program
Setting Up Benefits
Users with the Application Implementation Consultant job role perform each Benefits setup task. All documentation
references are from the Oracle Global Human Resources Cloud Implementing Benefits guide. The following table describes
the basic setup tasks that you must perform and identifies the relevant guide chapters.
14
Chapter 3
Sequence
Task
Description
Designation Requirements
Plan Certifications
15
Chapter 3
Task
Note:Benefit programs
are not required, but are
helpful because they
enable you to group
many plans and plan
types together for easier
administration.
Designation Requirements
Manage Rates
Benefit Coverages
Manage Elements
16
Chapter 3
Consolidate
Inputs
Human
Resources
Compensation
Benefits
Salary and
Wages
Overtime
Bonuses
Other
Earnings
Deductions
Individual
Updates
Process
Payroll
Calculation
Taxation
Pay Terms
and
Conditions
Payroll
Users
Payroll
Manager
Payroll
Administrator
Third- Party
Instructions
Employee
Absences
Payroll Costs
Tax Filings
Employee Pay
Third-Party Payments
RoleBased
Access
Outputs
Cash
Management
Subledger
Accounting
Third-Party
Systems
All documentation references are from the Oracle Global Human Resources Cloud Implementing Global Payroll guide, unless
otherwise noted.
17
Chapter 3
Perform the Manage Features by County or Territory task to select the correct payroll product for each of your
legislations to ensure that payroll-related features work correctly in your implementation.
Perform the Manage Consolidation Groups task to process the results from more than one payroll run in a
single action or to process the results for one payroll in separate actions.
18
Chapter 3
Perform the Manage Payroll Definitions task to specify payroll processing parameters, such as payment
frequency, payroll schedule and costing accounts.
4. Manage elements.
Perform the Manage Fast Formulas task to define generic expressions of calculations or comparisons to
repeat with different input values.
See: Oracle Global Human Resources Cloud Using Fast Formula guide
Perform the Manage Balance Definitions task to define accumulations of numeric values over a period of time.
See: Balance Definitions chapter
Balance Definitions: Explained
Initial Balance Loading: Explained
Perform the Manage Payment Methods task to define the payment methods for employee and third-party
payments.
19
Chapter 3
Perform the Manage Cost Allocation Key Flexfield Setup task to configure cost, offset, default, suspense, and
priority account key flexfield structures for each legislative data group.
See: Oracle Global Human Resources Cloud Implementing Payroll Costing guide
Payroll Costing Components: How They Work Together
Payroll Cost Allocation Key Flexfield Setup: Critical Choices
Role
Work Area
Manage Currencies
IT Security Manager
20
Chapter 3
Task Area
Role
Work Area
Payroll Coordinator
Note: Other topics may provide additional setup guidance specific to your third-party provider.
Create a legal jurisdiction if not already created or predefined for your country or territory.
Create a legal authority for each government body you interact with.
Create addresses for legal entities and legal authorities
3. In the Define Enterprise Structures for HCM task list, create a legislative data group (LDG) for each country of
operation, to partition your payroll data.
4. In the Define Legal Entities for HCM task list, perform the following actions:
Create at least one legal entity designated as a payroll statutory unit (PSU) for each LDG.
Associate each PSU with one LDG.
Optionally, create calculation cards for statutory deductions for each PSU, if supported by the LDG.
5. In the Define Legal Reporting Units for HCM task list, perform the following actions:
Create any additional tax reporting units (TRUs) that you need.
Optionally, create calculation cards for statutory deductions for each TRU, if supported by the LDG.
6. In the Define Business Units for HCM task list, create business units that you use to associate other objects.
21
Chapter 3
Select the correct type of country extension for each of your countries and territories to ensure that payroll-related features
work correctly in your implementation. For example, the earnings element template for Payroll Interface creates necessary
objects, such as input values, balances, and formulas, so that the Calculate Gross Earnings process includes the element.
Use the Manage Features by Country or Territory task to set the country extension for each country or territory to
Payroll Interface
22
Chapter 3
2. Optionally, if you created any organization payment methods and want to load personal bank information for EFT
payments, use one of the following methods to migrate bank data:
23
Chapter 3
See the Integrating with Oracle HCM Cloud guide for more details about data loading.
Related Topics
Creating Legal Entities, Registrations, and Reporting Units: ExamplesCreating Legal Entities, Registrations, and
Reporting Units - Cloned to CA: Examples
Payroll Statutory Units, Legal Employers, and Tax Reporting Units: How They Work Together
Creating Payroll Elements for Payroll Interface: Worked Example
Creating Extract Definitions for Payroll Interface: Procedure
Configuring Extensible Flexfields and Lookups for Inbound Payroll Interface: Procedure
24
Chapter 3
2. Create a collection of properties that enables different user groups to report time against different time attribute
values.
3. Create a collection of different time entry layouts for entering, reviewing, and approving time.
4. Create groupings of time attributes as categories. Use these categories to group time entries for summarizing,
validating, and transferring time and for processing time rules.
5. Create time consumer sets that specify approval periods, validation rules, and time transfer rules for each time
consumer.
6. Create group definitions that are used by Oracle Fusion Time and Labor.
25
Chapter 3
8. Create time entry and time calculation rules based on rule templates. Time entry rules validate time entries and
generate messages. Time calculation rules generate calculated time, which is transferred to time consumers.
9. Create sets of time entry and time calculation rules that can be assigned to a group of workers using the worker time
processing profile.
10. Create worker time processing profiles that associate rule sets, a time consumer set, and time card periods to
report, validate, approve, and transfer time.
11. Create worker time entry profiles that associate a layout set and time entry actions to control access to any time
entries.
26
Chapter 3
Lookups
Value Sets
Flexfields
Eligibility Profiles
Rate Definitions
Absence Plans
Absence
Certifications
Fast Formulas
Absence
Reasons
Absence Types
Absence
Categories
1. Begin by optionally extending lookups, value sets, and flexfields based on your requirement. Write fast formulas if
you want to include rules in the absence objects in addition to the predefined ones. Create rate definitions if you
want to define payment rates for absence plans.
2. Create absence plans to define rules for time accruals and entitlements.
27
Chapter 3
3. Create certification requests that you want workers to complete to continue to receive entitlements during absence
periods.
4. Create absence reasons that you want workers to select while recording absences.
5. Create absence types, such as sickness leave or vacation, and associate plans, reasons, and certifications with
them.
6. For reporting purposes, create an absence category and associate appropriate absence types with it.
7. Create and update time period definitions that produce repeating periods for use in time card entry, approvals, time
rules processing, and absence accruals.
See: Oracle Fusion Global Human Resources Cloud Implementing Time and Labor, Repeating Time Periods
chapter
Repeating Time Periods: Explained
Repeating Time Period: How It Is Calculated
8. Create and update combinations of required and optional criteria to evaluate eligibility for compensation objects.
28
Chapter 3
Salary
Management
Workforce
Compensation
Individual
Rewards
Oracle Fusion
Compensation
Total
Compensation
Statement
Personal
Contributions
Compensation
Analysis and
Reporting
29
Chapter 3
Setting Up Compensation
The tasks in the following list relate to setting up Oracle Fusion Compensation. These are the basic steps for setup. Most of
these tasks appear in the setup task list that was generated in the Setup and Maintenance work area; however, in your task
list the tasks may be interspersed with other tasks that do not need to be performed before you can use Compensation.
When setting up Compensation, each task is performed by the Application Implementation Consultant. All documentation
references are from the Oracle Global Human Resources Cloud Implementing Workforce Compensation guide.
1. Manage salary basis.
Perform the task Manage Salary Basis to create a salary basis that identifies the payroll details used to pay
base earnings.
Perform the task Manage Individual Compensation Plans to create plans for managers to award off-cycle
compensation to individuals and for individuals to manage their own charitable and savings contributions.
Perform the task Manage Compensation Plans to create and manage workforce compensation plans and
associated budget details.
See: Overview, Worksheet Display, Column Properties, and Workforce Compensation Plan Details chapters
Define Workforce Compensation: Overview
Workforce Compensation Setup: Critical Choices
Workforce Compensation Components, Salary Components, and Action Reasons: Explained
Workforce Compensation Hierarchy Types: Points to Consider
Worksheet Tab Types: Explained
Configuring Column Properties: Points to Consider
Allocating Compensation by Percentage of Budget Amount: Points to Consider
Perform the Manage Statement Definitions task to set up templates that determine the layout and content of
the generated total compensation statements.
Perform the Manage Compensation Categories task to create categories that group similar or related
compensation items, for example, Cash Compensation, Benefits, Time Off, or Stock History.
Perform the Manage Compensation Items task to define items that represent, for example, the actual amounts
paid to workers, costs incurred by the company, or value of accrued time off.
30
Chapter 3
31
Chapter 3
Content Types
Competencies
Degrees
Content Items
Communication
Master of Science
Leadership
Bachelor of
Science
Customer Focus
Master of Arts
32
Chapter 3
For setting up Profile Management, each task is performed by the Application Implementation Consultant. All documentation
references are from the Oracle Global Human Resources Cloud Implementing Global Human Resources guide, Workforce
Profiles chapter.
1. Manage content subscribers.
Perform the task Manage Content Subscribers to review and create subscriber codes for applications that use
the content library and the specified content types for each application.
See:
Oracle Fusion Profile Management Components: How They Work Together
Perform the task Manage Profile Rating Models to create and update models for rating the performance,
potential, and proficiency level of workers.
See:
Oracle Fusion Profile Management Components: How They Work Together
Rating Models: Explained
Perform the task Manage Educational Establishments to create and update a list of educational
establishments that your workers have attended.
See:
Oracle Fusion Profile Management Components: How They Work Together
Perform the task Manage Profile Content Types to create and update the different types of information to
track in profiles.
See:
Content Types: Explained
Creating Content Types and Content Items: Worked Example
Perform the task Manage Profile Content Items to create and update items for content types.
See:
Content Types: Explained
Creating Content Types and Content Items: Worked Example
Perform the task Manage Instance Qualifiers to create and update the qualifiers that identify unique
occurrences of the same profile item.
See:
Instance Qualifier Sets: Explained
33
Chapter 3
Perform the task Manage Profile Types to create and update templates for creating person and job profiles.
See:
Profile Types: Explained
34
Chapter 3
Performance Documents
Point-In-Time
Goal Tracking
Performance
Evaluation Cycle
Organization
Goals
Manager
Goals
Colleague
Goals
Assign
Share
Performance
Goals /
Performance
Goal Plan
Self-Evaluation
Manager Evaluation
Align
Target
Outcomes
Tasks
Development
Goal Plan
Assign
Manager
Goals
Share
Development
Goals
Competencies
Competencies
Person Profile
Person Profile
Ratings
Talent Review
Colleague
Goals
Compensation
Target
Outcomes
Tasks
35
Chapter 3
Perform the task Manage Worker Goal Setting Profile Option Values to define profile option settings and
values to control behavior for goal management.
Perform the task Manage Goal Library to create and update goals in a central library so that they are available
for use in goal plans, performance documents, talent reviews, and talent pools.
Perform the task Manage Goal Plans to manage and update goal plans.
See: Goal Plans chapter
Goal Management: Explained
Goal Plans: Explained
Creating Goal Plans: Points to Consider
Perform the task Manage Goal Eligibility Profiles to restrict goals to individuals.
See: Overview and Integrations chapter
Goal Management: Explained
Goals: How They Work with Profiles
36
Chapter 3
Performance
Template
Job Profile
Workers Goals
Performance
Document
Content Library
Goal Library
Worker Profile
37
Chapter 3
Perform the task Manage Performance Roles to define roles to expand the scope of the performance
evaluations to include feedback from participants other than the worker and the worker's manager.
Perform the task Manage Eligibility Profiles to create and update combinations of criteria to determine eligibility
for performance documents.
Perform the task Manage Process Flow Definitions to create process flows for performance evaluations to
determine which tasks to include, and the order the tasks are performed.
See:
Performance Process Flow Setup: Points to Consider
Performance Process Flows: Examples
4. Manage sections.
Perform the task Manage Sections to create the sections to include in the performance document template.
See: Performance Process Flows chapter
Performance Template Section: Critical Choices
Perform the task Manage Performance Document Types to create performance document types to
differentiate types of performance evaluations, such as annual or project-specific.
38
Chapter 3
6. Manage questions.
Perform the task Manage Questions to create questions and format question types to use in questionnaires.
See: Questionnaires, Performance Roles, and Performance Process Flows chapters
Questionnaire Question and Response Types: Explained
Participant Feedback: Explained
Performance Process Flow Setup: Points to Consider
Perform the task Manage Questionnaire Templates to define questionnaire templates from which to create
questionnaires to use to solicit feedback.
8. Manage questionnaires.
Perform the task Manage Questionnaires to define questionnaires to determine the layout, and add questions
and sections to use to solicit performance feedback.
Perform the task Manage Performance Templates to create templates for performance documents, including
the structure, processing rules, content, and periods.
Perform the task Manage Target Ratings Distribution to define the target distribution of performance ratings to
compare the desired and actual ratings distributions.
See: Target Ratings Distribution and Performance and Potential Box Chart Labels chapters
Rating Model Distributions: Explained
Performance and Potential Box Chart: Explained
39
Chapter 3
Perform the task Manage Eligibility Batch Process to determine which performance documents a population
of workers is eligible to use for their performance evaluation.
40
Chapter 3
HR Specialist
Facilitator
Create Talent
Review Template
Meeting
Participants
Schedule Talent
Review Meeting
Delegate
Preparation of
Data?
No
Prepare Data
Content
Submit Data
Prepare Data
Content
Submit Data
Yes
Grant Access to
Other Managers?
Line
Managers
Meeting
Participants
Facilitator
Manage Action
Plan
Conduct Talent
Review Meeting
Submit Data
Workers
Manage Goals
41
Chapter 3
For setting up Talent Review, each task is performed by the Application Implementation Consultant. All documentation
references are from the Oracle Talent Management Cloud Implementing Talent Review and Succession Management guide.
1. Manage talent review notifications.
Perform the task Manage Talent Review Notifications to enable or disable talent review notifications.
See:
Talent Review Life Cycle: Explained
Talent Reviews: How They Work with Profiles, Goals, Performance Documents, and Compensation
Perform the task Configure Talent Review Dashboard Options to configure the options for the talent review
meeting component, including the dimensions and visual attributes of the box chart analytic.
See:
Talent Review Template: Explained
Selecting Box Chart Matrix Options for the Talent Review Template: Critical Choices
Talent Review Data Options: Points to Consider
Perform the task Manage Talent Review Lookups for HRT_NOTES_TYPE to categorize review notes for future
reference.
See:
Talent Review Notes: Explained
Perform the task Manage Succession Management Lookups to review and maintain
HRM_READINESS_CATEGORY lookup values that are assigned to succession plan incumbents and
succession plan candidates to categorize their readiness to succeed to positions.
42
Chapter 3
See:
Succession Management: Explained
What happens if I remove a readiness category lookup?
43
Chapter 3
44
Chapter 4
Application Users
Application Users
Human
Resources
Global
Payroll
Payroll
Interface
Benefits
Compensation
Talent
Management
Human
Resources
Manager
Payroll
Manager
Payroll
Coordinator
Benefits
Manager
Compensation
Administrator
Human
Resources
Vice
President
Human
Resources
Specialist
Payroll
Administrator
Benefits
Specialist
Compensation
Manager
Human
Resources
Manager
Benefits
Administrator
Compensation
Analyst
Human
Resources
Analyst
45
Chapter 4
Application Users
The following list identifies setup tasks for creating HCM application users.
1. Assign tasks to users
Documentation: Managing an Application Implementation chapter, Oracle Applications Cloud Using Functional
Setup Manager guide
Description: Assign tasks related to user creation and role provisioning to implementation users who have the
IT Security Manager job role.
Description: Sign in using the Oracle Fusion Applications URL and the user account and password associated
with your implementation user role.
Navigate to the Assigned Implementation Tasks tab to find assigned tasks.
Documentation: Implementation Users chapter, Oracle Human Capital Management Cloud Securing Oracle
HCM Cloud guide.
Documentation: Provisioning Roles to Application Users chapter, Oracle Human Capital Management Cloud
Securing Oracle HCM Cloud guide
Role Mappings: Explained
Role Mappings: Examples
Role Provisioning and Deprovisioning: Explained
5. Create a user account for a Human Resource (HR) Specialist and provision roles to the HR Specialist
46
Chapter 4
Application Users
Description: Navigate to the New Person work area and perform the Hire an Employee task to hire at least one
HR Specialist who can hire other workers.
When you hire an HR Specialist, a user account is created automatically for that worker. Roles for which the
worker qualifies automatically in relevant role mappings (for example, those that you created for the Employee
and HR Specialist roles in Task 4, above) are provisioned to that worker.
Documentation: Workforce Lifecycle Management chapter, Oracle Global Human Resources Cloud Using
Global Human Resources guide
Creating Person Records: Examples
Person Records: Explained
6. Hire an Employee
Performer: HR Specialist
Description: Navigate to the New Person work area and perform the Hire an Employee task to hire an
employee.
The employee's user account is created automatically. Roles for which the employee qualifies automatically
in the relevant role mapping (for example, the role mapping that you created for the Employee role in Task 4,
above) are provisioned to that worker.
Documentation: Workforce Lifecycle Management chapter, Oracle Global Human Resources Cloud Using
Global Human Resources guide
Creating Person Records: Examples
Person Records: Explained
Oracle Human Capital Management Cloud Security Reference for Oracle HCM Cloud
47
Chapter 4
Application Users
48
Chapter 5
49
Chapter 5
Role
Work Areas
Data
Exchange
Workforce
Structures
New Person
Person
Management
Mass Updates
Document
Records
Data
Exchange
Human
Resources
Dashboard
New Person
Person
Management
Mass Updates
Workforce
Processes
Human
Resources
Manager
Human
Resources
Specialist
Human
Resources
Analyst
Data
Exchange
Workforce
Structures
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Chapter 5
Role
Work Areas
Benefits
Administrator
Plan
Configuration
Benefits
Manager
Benefits
Specialist
Enrollment
Benefits
Administrator
Benefits
Manager
Benefits
Specialist
Evaluation and
Reporting
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Chapter 5
Manage Worker Compensation - View and manager worker compensation information such as adjusting salaries,
managing workforce compensation cycles, and allocating individual compensation awards.
Manage Compensation- Analyze, model, budget and allocate compensation across borders and boundaries
Role
Task Types
Compensation
Administrator
Plan
Configuration
Compensation
Manager
Manage Worker
Compensation
Compensation
Analyst
Analyze
Compensation
Management
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Chapter 5
Payroll Administration: Create and load batches, maintain personal payroll information, and manage elements and
related items
Payroll Dashboard: Monitor real-time information regarding payroll flows
Payroll Calculation: Calculate, validate, and balance payroll, maintain personal payroll information, and confirm payroll
readiness
Payroll Checklist (appears as Checklists in the Navigator menu): Confirm payroll readiness and calculate, validate,
and balance payroll
Payment Distribution: Calculate payment distributions and distribute payroll payments
Accounting Distribution: Distribute payroll accounting information and calculate cost distributions
Regulatory and Tax Reporting: Manage regulatory and tax reporting information
Role
Work Areas
Payroll
Administration
Payroll
Dashboard
Payroll
Calculation
Payment
Distribution
Accounting
Distribution
Regulatory
and Tax
Reporting
Payroll
Administration
Payroll
Dashboard
Payroll
Calculation
Checklist
Payment
Distribution
Accounting
Distribution
Regulatory
and Tax
Reporting
Payment
Distribution
Payroll
Calculation
Payroll
Manager
(Global
Payroll)
Checklist
Payroll
Administrator
(Global
Payroll)
Payroll
Coordinator
(Global
Payroll
Interface)
53
Chapter 5
54
Chapter 6
Data Upload
Data Upload
55
Chapter 6
Data Upload
56
Chapter 6
Data Upload
6. Jobs
7. Departments
8. Positions
9. Persons (employees and contingent workers only)
10. Work relationships and assignments
11. Workers
12. Assignments
13. Educational establishments
14. Salaries
15. Talent profile rating models
16. Talent profile content types
17. Talent profile content items
18. Talent profiles
19. Section definitions
20. Template definitions
21. Template sections
22. Template periods
23. Absence records
24. Market data: survey
25. Market data: jobs
26. Market data: job function
27. Market data: job family
28. Market data: career stream
29. Market data: career level
30. Market data: other level
31. Absence reasons
32. Absence certifications
33. Absence plans
34. Absence types
35. Absence categories
Objects are listed here in the recommended load order, which respects dependencies between objects.
Some of these spreadsheets support multiple related objects. For example, the Grade Ladders (Grades) spreadsheet can
be used to load grade ladders, grades, grade rates, and grade-rate values. The Persons spreadsheet includes Person
Documentation.
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Chapter 6
Data Upload
58
Chapter 6
Data Upload
2. Locations
3. Business units
4. Grades
5. Grade rates
6. Job families
7. Jobs
8. Salary bases
9. Educational establishments
10. Rating models
11. Talent profile content items
12. Talent profile content item relationships
13. Persons (employees, contingent workers, nonworkers, and pending workers)
14. Person contacts
15. Person documentation (citizenship, passports, and visas only)
16. Departments
17. Positions
18. Work relationships and assignments, including contracts for the 3-tier (single assignment, single contract)
employment model
19. Salaries
20. Element entries
Objects are listed here in the recommended initial load order, which respects dependencies between objects.
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Chapter 6
Data Upload
Object groups
Assigned payrolls
Payroll definitions
User-defined tables
Formulas
Personal payment methods
Costing Setups
Data is imported initially to the Payroll Batch Loader stage tables, and you correct errors in the spreadsheet. The Transfer
Batch process loads data from the stage tables to the application tables.
You can use the Payroll Batch Loader to load payroll data during setup or for periodic updates.
60
Chapter 6
Data Upload
61
Chapter 6
Data Upload
62
Glossary
Glossary
database item
An item of information that has special programming attached, which formulas and HCM extracts use to locate and retrieve
the data.
element
Component in the calculation of a person's pay. An element may represent a compensation or benefit type, such as salary,
wages, stock purchase plans, pension contributions, and medical insurance.
job role
A role, such as an accounts payable manager or application implementation consultant, that usually identifies and aggregates
the duties or responsibilities that make up the job.
payroll relationship
Defines an association between a person and a payroll statutory unit based on payroll calculation and reporting requirements.
63
Glossary
64