HCM Embedded Learning: Enterprise and Workforce Structures

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HCM EMBEDDED LEARNING

Enterprise and Workforce Structures
Jon MacGoy
Stephanie Moxley
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Purpose:
This document provides an overview of features and enhancements included in pre-release Oracle Fusion
Applications 1.0 and applicable updates (the “Software”). It is intended solely for use in connection with the
internal pre-production evaluation and testing of the Software. As stated above, this document is confidential to
Oracle and may not be used for training, promotion, or sales to customers or other partners or third parties.
Disclaimer:
This document is for informational purposes only and is intended solely for use in connection with the internal
pre-production evaluation and testing of the Software. This is not a commitment to deliver any material, code, or
functionality, and should not be relied upon in making purchasing decisions. The development, release, and
timing of any features or functionality, and inclusion or not thereof in the commercially available version of the
Software, if any, is always at Oracle’s sole discretion. This document is not considered part of the applicable
program documentation.
Due to the nature of the product architecture, it may not be possible to safely include all features described in this
document without risking significant destabilization of the code
Agenda
Understanding the Enterprise in Fusion

Reporting Structures and Data Partitions
Organizations
Example Implementation
Sets & Business Units
Other Workforce Structures
Locations, Jobs, Positions, Grades & Hierarchies (Trees)
Demonstration
Next Generation HCM Enterprise and Workforce
Organizations
Profiles & Legislations
Global Person Business Units

& Employment & SetIDs
Talent Work
People Work
Trees
Employment
Relationships
Pay
Reward
Simplified and
DateExtended
Effective DateTrack
Configurable Data Structures in Fusion
Enterprise and Legislative Data Groups
Enterprise
Replaces EBS Business Group as a primary data partition
Strengthened to support multi-tenancy requirement
No cross Enterprise data or processes
Supports one global version of all Work Structures and People
All customer specific data MUST exist within an Enterprise.
Legislative Data Group (LDG) – Country Specific

Replaces EBS Business Group as a country specific data partition
within an Enterprise
Supports the configuration of objects with a strong legislative
context, such as payroll, absence types, elements, rates of pay
Legislative Data Groups DO NOT span Enterprises
Global Enterprises and Legislative Data Groups
Enterprise
Employment
Person Jobs Organizations
Terms
Person Names Assignments Locations Grades
Business Unit
Global
Legislative Data Group Legislative Data Group
Element Types Absence Types Element Types Absence Types
Element Links Grade Rates Element Links Grade Rates
Payroll Formula Payroll Formula
country specific country specific
Organization Model
Organizations in Fusion applications will be modelled in XLE and

HCM organizational models
Introduction of the Organization Model
Scope of the organizations
Organization Model
Integration between XLE and HCM
Example – Implementation Design
Things to consider…
How many Enterprises ?

Typically One
Add Enterprise for multiple-tenants or multiple systems
How many Legislative Data Groups ?
One for each country you “operate” in
Add LDGs if extremely diverse payroll setup within Enterprise
How many Legal Entities?
Real world objects
Which Legal Entities employ people ?
Identify and flag them as Legal Employers
Example – Implementation
Enterprise
Fusion Enterprise Legal Entity
Fusion Corporation
Division Division
Insurance Operations Banking Operations
Legal Entity Legal Entity Legal Entity

Fusion Insurance USA Inc. Fusion Insurance UK Ltd. Fusion Bank UK Ltd.
Legislative Data Group Legislative Data Group

US Operations UK Operations
Data Sharing
Set (aka SetID)

Used for partitioning reference data into smaller portions,
sets.
These sets can then be assigned to different Business Units
aka Reference Data Set
“Set Enabled” objects

Departments
Locations
Jobs
Grades
A Simple Example - Business Requirements
1. Need to have the same Jobs
2. All use the same Grades

• What level do you
create your
Business Units ?
• What level do you 3. Need to have the same Locations

create your Sets ?
Example – Business Units & Sets
Business Units
Fusion Insurance USA, Fusion Insurance UK, Fusion Bank
UK
Sets
Common Set
Insurance Set, Banking Set
US Set, UK Set
Example - Set Assignments
Business Units
Fusion Fusion Fusion Bank

Insurance Insurance UK
USA UK
Reference Object
Job Insurance Insurance Banking

Set Set Set
Grade Enterprise Enterprise Enterprise

Set Set Set
Location US Set UK Set UK Set
Example - Set Assignments
Business Units
Fusion Fusion Fusion Fusion

Insurance Insurance Bank UK Bank India
USA UK
Reference Object
Job Insurance Insurance Banking Banking Set

Set Set Set
Grade Enterprise Enterprise Enterprise Enterprise

Set Set Set Set
Location US Set UK Set UK Set India Set
Workforce Structures – Common Features
No more workforce structures key flexfields (KFFs)

Identifier attributes
Code Unique, not translatable
Name Not unique, translatable
e.g. VP01 “Vice President”
Change management
Ability to make date effective changes
Ability to record why a change was
made (Action Reason)
Approvals can be enabled (auto-
approved out of the box)
Workforce Structures – Common Features
Jobs, organizations, locations and grades are set

enabled, positions are created within a business unit
Ability to export search results to MS Excel
Attachments
Used to secure data records
Feature Highlights - Common
Workforce Structures Work Area

Easy entry point for all workforce structures UIs from the
workforce structures work area
Guided processes to create a new object in train layout
Quick navigation to update an object in tab layout
The export function in the search results allows the user to use
the workforce structures details outside of the UI
Approvals is enabled for all workforce structures objects
Jobs, Organizations, Locations and Grades are set enabled
Setup for Organizations
Setup for this activity is Ongoing maintenance is

performed via the performed from the
Functional Setup Manager Workforce Structures Work
(FSM) Area
Manage Enterprise Manage Departments
Manage Business Units Manage Divisions
Manage Divisions Manage Professional Bodies
Manage Legal Entities Manage Reporting
Manage Legislative Data Establishments
Groups Manage Disability
etc. Organizations
Workforce Structures Work Area
Locations
A place where you conduct business or which is of
interest to your business
To determine appropriate granularity
Internal and legal reporting requirements
Ease of administration
A location MUST have a
Code, Name, Set
Main address
Address styles and validation vary by country
Ability to view locations on a map
Ability to upload a location image
Jobs & Positions
MUST have attributes

Job: Code , Name, Set
Position: Code, Name, Business Unit,
Department, Job
Integration with Talent Profiles
Comparison of Jobs and Positions
Ability to update the Department and Job
Embedded analytics displayed in the header shows FTE of

the position compared to the FTE of the incumbent(s)
Jobs & Positions
Grades
Grade
Shows the worker’s level of compensation
Grade Ladder
Is a hierarchy of grades used to group grades and define their
sequence
You can define grade ladders using only grades with steps or
only using grades without steps (not a combination within one
ladder)
Grade Rates
Used to define pay values for grades in a Legislative Data
Group (country).
You can define a value or a range for a particular grade OR
You can define specific pay values for a step within a grade
Grade Ladders
Payscales
Grade ladders can also be used to cover payscale
requirements (for example used in the UK)
You can define a value or a range for a particular
grade OR
You can define specific pay values for a step within
a grade
Grade Step Progression
In future grade step progression rules can be
implemented in Compensation on top of the grade
ladders defined in Global HR
Grades in Jobs, Positions and Assignments
Ability to define at the job and position which grades
are valid for this job/position
Valid grades entered at the job get defaulted to the

position
Profile option to enforce the valid grades in the

assignment
Profile option to default the grade from job/position to

assignment
Defaulting from position takes precedence. If no

position is selected, grade is defaulted from job.
Trees / Hierarchies
HCM uses the common applications “Trees”
infrastructure
The following tree structures are seeded:
Organizations
Departments
Positions
Geographies
Development and localization teams can seed
additional tree structures
Customers may add their own tree structures
Supervisor hierarchy is NOT implemented using
Trees.
Workforce Structures
Recap
Understanding the Enterprise in Fusion

Reporting Structures and Data Partitions
Organizations
Sets & Business Units
Other Workforce Structures
Locations, Jobs, Positions, Grades & Hierarchies (Trees)
Demonstration
Q&A
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Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.

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HCM EMBEDDED LEARNING

Understanding the Enterprise in Fusion

Global Person Business Units

Legislative Data Group (LDG) – Country Specific

Legislative Data Group Legislative Data Group

Element Types Absence Types Element Types Absence Types

Element Links Grade Rates Element Links Grade Rates

Payroll Formula Payroll Formula

country specific country specific

Organizations in Fusion applications will be modelled in XLE and

Scope of the organizations

Integration between XLE and HCM

How many Enterprises ?

Legal Entity Legal Entity Legal Entity

Legislative Data Group Legislative Data Group

Set (aka SetID)

“Set Enabled” objects

1. Need to have the same Jobs

2. All use the same Grades

• What level do you 3. Need to have the same Locations

Fusion Fusion Fusion Bank

Job Insurance Insurance Banking

Grade Enterprise Enterprise Enterprise

Location US Set UK Set UK Set

Fusion Fusion Fusion Fusion

Job Insurance Insurance Banking Banking Set

Grade Enterprise Enterprise Enterprise Enterprise

Location US Set UK Set UK Set India Set

No more workforce structures key flexfields (KFFs)

Jobs, organizations, locations and grades are set

Ability to export search results to MS Excel

Used to secure data records

Workforce Structures Work Area

Setup for this activity is Ongoing maintenance is

MUST have attributes

Integration with Talent Profiles

Comparison of Jobs and Positions

Ability to update the Department and Job

Embedded analytics displayed in the header shows FTE of

Valid grades entered at the job get defaulted to the

Profile option to enforce the valid grades in the

Profile option to default the grade from job/position to

Defaulting from position takes precedence. If no

Understanding the Enterprise in Fusion

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