Oracle Fusion HCM Cloud

Fresher's Training

BY KUMAR
 Agenda

Introduction to Oracle

Implementation Methodology

Types of Projects

Introduction to Documents

Interview Preparation Module Wise

Interview Questions
Oracle Fusion Applications Product Families
Oracle Fusion HCM offerings
Oracle Fusion HCM

 Modules in Fusion HCM

1) Global Human Resource
2) Absence Management
3) Payroll
4) Oracle Time & Labor
5) Compensation& benefits
6) Goals& Performance Management
Oracle Fusion HCM Tasks

HCM Security -> Security Console - Roles

Work flow Approvals & Notifications -> Transaction Console

In bound Integrations -> HCM Data Loader, Spread sheets, Payroll batch
loader etc;

Out bound Integrations -> HCM extracts, Business Intelligence(BI) OTBI etc;

Customization & Personalization -> Sandbox

 Organization structures in Fusion HCM

Enterprise Structure

• Enterprise

• Division

• Legal Entity

• Business Unit
Organization structures in Fusion HCM
Enterprise
Division
Legal Entity
Business Unit

• Unit of an enterprise that performs one or many business functions

that can be rolled up in a management hierarchy
• Use business units in the following ways:
a. Management reporting
b. Processing of transactions
c. Security of transactional data
d. Reference data definition and sharing.
Reference Data set

• Set enabled objects in HCM are: Departments, Locations, Jobs &

Grades
• When you create these objects the Set is mandatory field, so they are
always created within a Set
• With each Business Unit, you can associate only one Department Set,
one Location Set etc
• Same set can be associated with multiple Business Units
• There is a Set available out of the box that is called Common Set
• Positions are not set enabled but are defined within a Business Unit
Reference Data set
Legal & Payroll related Structures
Legal Jurisdictions

• Jurisdiction is where a particular piece of legislation applies, perhaps group

of countries, country, state, county, or parish
• French Labor Law, Singapore Transactions Tax Law, and US Income Tax
Laws are examples of particular legislation that apply to legal entities
operating in different countries' jurisdictions
Legal Authorities
• A legal authority is a government or legal body that is charged with powers
to make laws, levy and collect fees and taxes, and remit financial
appropriations for a given jurisdiction.
• There are predefined legal authorities in the application, you can create
your own in addition
Legal Employer

• Legal entities can be identified as legal employers and therefore, are

available for use in Oracle Fusion Human Capital Management (HCM)
applications.
• Legal entity which can legally hire the employees
Legal Reporting Units / Tax Reporting Units

• Each of your legal entities has one or

more legal reporting units to support
local reporting requirements –
• Legal reporting units were referred to
as establishments in R12 EBS
• When a legal entity is created, a main
LRU with the same name gets
automatically created
• A legal reporting unit is the lowest
level component of a legal structure
that requires registrations
Legal Reporting Units / Tax Reporting Units
• Plan and define your legal reporting units at both the local and national
levels if you operate within the administrative boundaries of a jurisdiction
that is more granular than country.
• For example, in India, income tax exists at the national level where as
professional tax exists at the state level
• You must register your legal entities and reporting units with legal
authorities in the jurisdictions where you conduct business
• A tax reporting unit is the Oracle Fusion HCM version of the legal reporting
unit in Oracle Fusion Applications
• Use a tax reporting unit to group workers for the purpose of tax and social
insurance reporting
Payroll Statutory Units

• Legal entity which pay salaries to Employees

• A legal employer can belong to only one payroll statutory unit
• You associate a legislative data group (LDG) with a payroll statutory
unit to provide the correct payroll information for workers
• When you set up legal entities, you can identify them as legal
employers and payroll statutory units, which makes them available for
use in Oracle Fusion Human Capital Management (HCM)
Legislative Data Groups (LDG)

• Legislative data groups are a means of partitioning payroll and

related data
• At least one legislative data group is required for each country where
the enterprise operates
• Each legislative data group is associated with one or more payroll
statutory units
• Each payroll statutory unit can belong to only one legislative data
group
 Legislative Data Groups (LDG)
• For payroll purposes, it is recommended to have one legislative data group for each country, since you define
elements, formulas, and payroll definitions for a legislative data group.

• If you have multiple legislative data groups for a country, you will need to define the information again for each
LDG.

• If you are not using payroll, you may want to use legislative data groups since they are used in extracts and reports
Workforce Structure

• Department

• Location

• Grade

• Job

• Position
Department

• Department is an organization with one or more operational objectives or

responsibilities that exist independently of its manager.
• A Department is an organization to which you assign workers.
• Ex. Sales, Marketing, Accounts, HR
• Departments are mandatory because they track your employees
Location

• A location identifies physical

addresses of a workforce
structure, such as a department
or a Position.

• Locations can also be created to

enter the addresses of external
organizations that you may want
to maintain (example:
Employment Agencies, Tax
Authorities etc).
Grades

• Grades are used to record the level

of compensation of workers.
• You can define one or more grades
that are applicable for each job and
Position.
• If you use Positions then the grades
that you assign to jobs are the
default grades for the positions that
you associate with each job.
Grade Rate

• Grade rate values are the

Compensation amounts
associated with each Grade

• Grade rate values can be either

amount or a range of values
• Ex. Grade A : 5000 to 10000
Grade B: 10000 to 15000
Grade C: 15000 to 20000
Jobs
Job Family

• A Job Family is a group of Jobs that have different but related

functions, Qualifications, and Titles.
• Beneficial for work structure planning and reporting. (example:
Administration, Support, Finance & accounting, Logistics)
Positions

• Positions are specific instances of Jobs

• Positions are assigned to Business
Unit.
• Position is a combination of Job and
Department, You add a position to a
specific department and locations
Types of Worker

• Pending Worker
- A person who will be hired or start a contingent worker placement and for whom you create a person record
that is effective before the hire or start date.

• Employee
- A person having legal relationship with a legal entity, is involved in its core operation and is paid by the legal
employer.

• Non-worker
- A person, such as a volunteer or retiree, who is not engaged in the core businesses of the enterprise or legal
employer but who may receive payments from a legal employer. Any person who has a non-worker work
relationship with a legal employer is a non-worker.

• Contingent Worker
• - A self-employed or agency-supplied worker. Contingent worker work relationships with legal employers are
typically of a specified duration.
Organization Information

• Person Number generation Method

• Manual
• Automatic upon final save
• Automatic
• Employee User Login generation approach
• FirstName.LastName
• E-Mail
• FLastName
• Person Number
Workforce Life Cycle - Introduction

• The Workforce Lifecycle covers all stages of a worker's association with the
enterprise, from creation of the person record to the termination of work
relationships. The following business activities are performed under Workforce
Life cycle:

• Add Person
• Manage Employment Information
• Change Employment
• Promote Worker
• Transfer Worker
• Terminate Worker
• Manage Personal Information
Employment model
Employment Model
Employment Model

Three – tier Model

Employment Model
Two – tier Model
Global Person Model
Work Relationships
Work Relationships
Employment Terms
Assignments
Assignment Numbers and Statuses
Assignment Statuses
Transfers
Terminations
Reversing Terminations
Mass Updates
Employee Self Service

• Fusion Core HR provides intuitive Employee Self Service interface.

• Provides detailed information about the employee and Let’s
employee perform tasks such as
• Review & Update Personal Information.
• Review Employment Information.
Employee Self Service

• It also acts as Launch point of self service actions for employee such as
✓ Leave Request.
✓ View Payslips.
✓ Add Contact - Personal relation details.
✓ Raise document of records.
✓ View and Manage Performance & Development Goals.

• Directory – Corporate directory where employees can search of their colleagues

and view their public profile.
Manager Self Service

• Provides overview of employees working under or reporting to Manager through

my team.
• Manager can perform appropriate actions on their direct reports such as,
✓ Promotion.
✓ Transfer.
✓ Termination.
✓ Manage Salary.
✓ Leave Request and leave approval.
✓ Manage Document of records.
Document Of Record

• As the name suggests it is a document which contains details about individuals.

• It could be anything, anything we want to record including Salary Certificate,
medical Certificates or any Document.
• It’s a feature within the application which allows us to store information about
individuals in a digital format and gives provisions of features such as:
• Approval routing (each document uploaded here may/ may-not need
approvals based on the type of document before the same is available for
use).
• Accessibility (who should be able to access the document, controlled by
security-profile).
• Attachment( you can attach PDF, Word, Excel file to a Document of Record).
Overview of Flex fields

• A flexfield is a flexible data field that your organization can customize to your business needs
without programming.
• Oracle Applications uses three types of flex fields, key flex fields, descriptive flexfields and
Extensible.
• A key flex field is a field you can customize to enter multi-segment values such as part numbers,
account numbers, and so on.
 People Group KFF
 Cost Allocation KFF
• A descriptive flex field is a field you customize to enter additional information for which your
Oracle Applications product has not already provided a field.
• A Key flex fields is a Predefined fields on the Pages for which we can create Contexts
Look up’s

• A lookup is a way to provide validation (using list of values) for a user input
field in a user interface”.
• A typical example could be a field on UI form say Gender which might only
allow values like ‘Male’ or ‘Female’.
• The application would not allow any other value apart from the ones listed
in the drop down list attached to the form field.
Types of Look up’s
1) User defined
2) System defined
3) Extensible look up’s
 Absence Management

Absence Plan
• A name given to a set of rules / guidelines which define how the absence
balance will be assigned and maintained
Types of Absence Plans
An attribute which defines how the Absence Balance would be calculated /
paid.
1) Accrual Plan
• If Absence / Leave Balance is paid to employees as a result of accumulation /
accrual it is called Accrual Plan Type Absence Plan
• Leaves like Annual Leave, Vacation Leave fall into this category
 Absence Management

2) Qualification Plan
• If Absence / Leave Balance is paid to employees as a result of an event such
as childbirth, illness or injury it is called Qualification Plan Type Absence Plan
• Typical Example Being Hospitalization Leave.
3) No-Entitlement
• If Absence / Leave Balance is paid without having any track, then we referred
to them as No-Entitlement Plan Type Absence Plan
• Unpaid leave, Compassionate Leave, fall into this category
 Absence Management

 Plan Term
This is basically the entire time period for which the absence balance has the
validity.
 Accrual Method
Method of accruing Absence / Leave Balance.
• It is of two types:
• a) Frontloaded
• The Entire Absence Balance is allocated at the beginning of the plan term
• b) Incremental
• The Absence Balance are accrued at regular intervals
 Absence Management

 Accrual Frequency
• Frequency at which accrual happens. It is of two types Person Primary
Frequency and Repeating Period.
 Ceiling
• This means the maximum Accrual / Leave Balance an employee can accrue /
store within a particular accrual term
For Example:
• If for a particular Absence Plan the ceiling value is 10
• It means that the employee can accrue at max 10 leaves per year. If his
balance becomes more than 10 then the same will be forfeited.
 Absence Management

 Carryover
• This means the Absence / Leave Balance an employee can carry forward (take
along with him) to next accrual term
For Example:
• If for a particular Absence Plan has carryover as 50
• It means that the employee can carry forward 50 leaves per year. This carry
forward value would keep accumulating until ceiling value is reached
 Vesting Period
This is the Time Period during which Employees can accrue leave but cannot
apply leave
 Absence Management
 Waiting Period
• This is the Time Period during which Employees cannot accrue leave and cannot apply leave

 Absence Rates:
• The rate at which to be paid to employees

 Eligibility Profiles:
 Eligibility determines, whether a person is eligible for any particular Plan/Type or not.
 Basically, as part of eligibility we define a set of conditions and call it an Eligibility Profile.
 One Eligibility Profile can have more than one Condition and coupled with ‘AND’ or ‘OR’ clauses.
 The Eligibility Profiles are encapsulated and can be used in more than one place.

Types : Participant & Dependent

 Absence Management

 Derived Factors:
There are six Derived Factors.
• Age
• Length of Service
• Comp Level
• Full Time Equivalent
• Hours Worked
• Age and LOS
 Absence Management
Absence Type
When you create an absence type, such as sick leave, you
include rules to determine when users record or manage
an absence of that type.

Absence Pattern
An absence pattern contains a predefined set of rules
that you can use as a starting point to create an absence
type. When you create an absence type, you must
associate it with any of the following predefined
patterns:
1) Illness or injury
2) Childbirth or placement
3) Generic absence
 Absence Management
Absence Reasons

Create absence reasons to select from when scheduling an absence. Absence reasons are independent of absence types.
You can use the same reason for multiple absence types. When you create an absence type, you associate the reasons with
the type.

Absence Certifications

Create certification requirements for absences that require documentation to authorize an absence.

For example, in case of an absence due to illness, set up a requirement that workers must submit a doctor's certificate
within a stipulated period of time. This ensures they receive full payment for the absence duration.
Absence Management
What Can Employee do?

• Raise Absence.

• Check Leave balances.

• View past Absences.

• Edit and Withdraw Absences.

Absence Management
What Can Line Manager do?

• Manage Absence Records for Subordinates.

• Raise Absence on behalf of employee.

What can HR Admin do?

• Manage absence records.

• Accrual balance adjustments.

• Accrual plan enrollments.

Absence Management
Real time leaves in Companies

• Annual Leave.
• Marriage Leave.
• Paternity Leave.
• Unpaid leave
• Emergency Leave.
• Sick Leave.
• Maternity Leave.
• Compassionate Leave.
Absence Management
Oracle Payroll