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01 overview2

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Oracle - Fusion HCM Student Guides

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01 overview2

  1. 1. Partner Boot Camp Fusion HCM Global HR Course Overview Instructor Guide August 16, 2013
  2. 2. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Disclaimer This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not warranted to be error-free. Restricted Rights Notice If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Government’s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Trademark Notice Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.
  3. 3. i CONTENTS Lesson 1: Course Overview .........................................................1 Welcome..................................................................................................1 Course Objectives .....................................................................................2 Course Approach.......................................................................................3 Oracle Fusion Implementation Resources....................................................4 Boot Camp Workspace.............................................................................5 Additional Resources ...............................................................................6 Instructor Note: Demo Timing...................................................................7 Demonstration Introduction: Exploring Oracle Fusion Applications Help...........8 Demonstration: Exploring Oracle Fusion Applications Help.............................9 Instructor Note: Oracle Fusion Applications Help........................................11 Oracle Fusion Human Capital Management (HCM) Overview ..........................12 HCM Deployment Options.......................................................................13 HCM Overview....................................................................................14 HCM Business Processes 15 HCM Foundation Overview....................................................................18 HCM Foundation - Features 19 Workforce Directory Management - Overview.........................................20 Fusion HR & Payroll Country Extensions and Languages..............................21 Instructor Note: Country Extension Plans ...............................................22 Language Support...............................................................................23 Customer Adoption..................................................................................24 Adoption Strategy .................................................................................25 Integrating HCM Cloud Services with current HCM deployments.................26 Customer Adoption................................................................................28 Course Schedule .....................................................................................29 Logistics ................................................................................................31
  4. 4. Lesson 1: Course Overview Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 1 Lesson 1: Course Overview Welcome Welcome to the Fusion HCM Cloud Implementation Boot Camp! 1. Instructor introduction 2. Student introductions - Name - Role (Functional Implementer/Technical Consultant) - Company - Experience with Oracle (HCM, EBS, PeopleSoft, JDE, etc..) - Fusion experience
  5. 5. Lesson 1: Course Overview 2 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Course Objectives This course is designed to address the following implementation challenges. After completing this course, you should be able to:  Identify the best practices that determine a successful implementation  Understand how to work in the Cloud  Use Oracle Fusion Functional Setup Manager (FSM) to implement Core HR  Test your setup by entering data and performing common Workforce Deployment processes  Set up common HCM components, including geographies, enterprise structures, workforce structures, and enterprise scheduler jobs  Use ESC to define job and position structures  Extend and personalize the functionality  Set up Oracle Fusion Profile Management  Define Security for HCM  Define and manage workflow, approvals and notifications  Understand implementation best practices  Set up workforce records  Define workforce processes and events  Import and export data  Create reports and modify existing reports This course will not fulfill the requirements for a specialization certification.
  6. 6. Lesson 1: Course Overview Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 3 Course Approach Each lesson in this course will begin with your instructor demonstrating and presenting important concepts related to implementing Workforce Deployment. The lesson may also include one or more of the following activities: Complete an activity by performing a task in FSM  Discuss key decisions  Present tips and techniques  Review best practices and related use cases Questions and answers are expected throughout the course.
  7. 7. Lesson 1: Course Overview 4 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Oracle Fusion Implementation Resources Fusion Cloud HCM Implementation Boot Camp Guide (this guide):  1 guide for each week, plus some supplemental information.  Each guide is based on a typical implementation and uses real case studies as the basis for the lessons and activities.  The functional content is based on release 7, which may not be available to all customers yet.  Tribal knowledge has been incorporated to ensure the most complete information available. Fusion Cloud HCM Implementation Boot Camp Environment:  Use Firefox browser to access the environment.  Environment will be available each partner for the duration of the course and for an additional 2 weeks after.  The expectation is that partners may use the environment after the completion of the boot camp to reinforce the objectives learned.
  8. 8. Lesson 1: Course Overview Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 5 Boot Camp Workspace The Partner Boot Camp Workspace will be available to enrolled students for a limited amount of time prior to the start of class and for at least an addition 2 weeks after class. The workspace is divided into 3 main areas: Prior to the boot camp, the workspace will be accessible to enrolled students and will include:  Transfer of Information (TOI)  Product Overviews  Agenda During the boot camp workspace will be available to enrolled students and will be used to:  Provide additional resources  Access homework Post boot camp, workspace will remain available for at least 2 weeks and will:  Provide additional resources  Access homework  Allow students to pose additional questions
  9. 9. Lesson 1: Course Overview 6 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Additional Resources Related Resources:  Oracle Support Document 1471160.1 (Getting Started with Oracle Fusion Applications: Oracle Fusion Human Capital Management Cloud Implementations) can be found at: https://support.oracle.com/epmos/faces/DocumentDisplay?id=1471160.1 (https://support.oracle.com/epmos/faces/DocumentDisplay?id=1471160.1)  Fusion Application and Middleware guides on Oracle Fusion Applications Documentation Library (http://www.oracle.com/technetwork/documentation/fusion-apps-doc- 1508435.html (http://www.oracle.com/technetwork/documentation/fusion-apps- doc-1508435.html)). Especially Oracle Fusion Workforce Deployment Implementation Guide and Oracle Fusion Applications Information Technology Management, Implement Applications Guide. Recommended Resources:  Bookmark this page! Oracle Fusion Applications Documentation Information Center [ID 1382875.2] https://support.oracle.com/epmos/faces/DocumentDisplay?id=1382875.2 (https://support.oracle.com/epmos/faces/DocumentDisplay?id=1382875.2)  Oracle Fusion Technology Library on OTN (http://www.oracle.com/technetwork/documentation/index.html#fusion_applicatio ns (http://www.oracle.com/technetwork/documentation/index.html#fusion_applicatio ns))  Knowledge Zone on Oracle Partner Network (http://www.oracle.com/partners/index.html (http://www.oracle.com/partners/index.html))  Fusion Oracle Enterprise Repository (https://fusionappsoer.oracle.com/ (https://fusionappsoer.oracle.com/)) Related Oracle University Courses: This course provides a high-level overview of functionality that is reviewed in greater detail in other Oracle University courses. Search education.oracle.com  Oracle BI Publisher 11g R1: Fundamentals  Fusion Applications: Extend Applications with ADF  Fusion Applications: Security Fundamentals  Fusion Applications: Install and Configure Identity Management
  10. 10. Lesson 1: Course Overview Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 7 Instructor Note: Demo Timing Approximate Demonstration Timing: 20 minutes
  11. 11. Lesson 1: Course Overview 8 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Demonstration Introduction: Exploring Oracle Fusion Applications Help Demonstration Background You can access all user assistance documentation for Oracle Fusion Applications from the application. User assistance includes:  Contextual assistance on applications pages, which you access by hovering over an icon or field, or clicking in a field.  The Oracle Fusion Applications Help system, which contains several browsing and search tools to assist you in finding relevant topics as well as functional and implementation guides. Think of these two approaches to user assistance as embedded learning tools. Demonstration Scope Using Oracle Fusion Applications Help, you can find more information about the setup tasks covered in this course.  Go to the My Portrait page and review the contextual help.  Use the Search by Help Type navigator to find Human Resources Guide.  Use the Search by Functional Setup navigator and search for HCM Security to find HCM Security Guide.  Use the Guides link to go to Documentation Library.
  12. 12. Lesson 1: Course Overview Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 9 Demonstration: Exploring Oracle Fusion Applications Help Go to the My Portrait page and review contextual help. Then, go to Oracle Fusion Applications Help and review the broader user assistance tools available there. Sign is as curtis.feitty. Start Here Home work area, Welcome page. 1. Click the My Portrait tab. 2. Click the Help button. Information The application displays the topics that are linked to the current page. This type of help provides: - Brief, contextual help for a page or region - Links to help related to that page or region, including topics and recorded demonstrations. Pointing to a link provides a brief summary of the topic. Clicking one of the links opens the topic in Oracle Fusion Applications Help. 3. Click the Person Gallery and Portrait: Explained link. Information The Oracle Fusion Applications Help system opens, with the topic that you selected. 4. Point to the underlined word assignment. Information This type of help provides a definition of the term. You can review the current topic, and if this topic doesn't answer your question, you can click the Search tab to search for more topics. 5. Click the Search tab. Information The Oracle Fusion Applications Help displays all of the topics related to the task and page that you are on. In Oracle Fusion Applications Help, you can read more
  13. 13. Lesson 1: Course Overview 10 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. about the setup tasks covered in this course. There are several Search by... navigator panels. 6. Expand the Help Type search panel. 7. Clear Example and Help Topic checkboxes. 8. Click the Oracle Fusion Applications Workforce Deployment, Human Resources Guide in the search results area. Information The Human Resources pdf guide opens in a new tab. Note that all 9. Click the Reset All link. 10.In Functional Setup navigation panel, click the Guides link. Information All guides are displayed. You can also narrow your search using keywords. 11.Click in the Search field. 12.Enter HCM security. 13.Click the Search button. Information All guides that have the word HCM security in them are displayed. Contextual page-level and Oracle Fusion Applications Help user assistance supports your learning, and is never more than a few clicks away!
  14. 14. Lesson 1: Course Overview Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 11 Instructor Note: Oracle Fusion Applications Help Optional activities within a lesson are indicated by the word (optional). If you skip these lessons they will not impact subsequent lessons. An optional lesson is available in the appendix that covers how to configure Oracle Fusion Applications Help. This lesson covers how to add UPK links, enable and disable ratings, and so on. Additional reference material is provided in the appendix as a courtesy to students, but will not be covered in class.
  15. 15. Lesson 1: Course Overview 12 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Oracle Fusion Human Capital Management (HCM) Overview Review high-level introduction to Fusion HCM that was covered in the pre-requisite recordings:  HCM Overview  Fusion terminology  Integrations with other applications that you need to consider during implementation.  Activities in the Workforce Deployment business processes that can be performed when the setup is complete.  Any "Big Picture" key concepts that must be considered before you begin.
  16. 16. Lesson 1: Course Overview Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 13 HCM Deployment Options Oracle Fusion HCM  Standalone or with other Fusion families – Full HCM Oracle Fusion HCM Foundation  Minimal HCM functions delivered with other Fusion families (for example CRM, FIN)  Provided with non HCM implementations  Gives restricted access to required HCM features  Delivered primarily as a set of services Oracle Fusion Workforce Directory Management  Used for standalone HCM products (for example Talent Review, Compensation Management)  Used with Applications Unlimited Core HR (PSFT, EBS)
  17. 17. Lesson 1: Course Overview 14 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. HCM Overview Oracle Fusion Human Capital Management (HCM) covers the three primary business processes of managing human capital.
  18. 18. Lesson 1: Course Overview Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 15 HCM Business Processes Workforce Deployment: The workforce deployment business process enables you to align resources and people with business objectives, and enter and maintain information related to people, employment, and work structures. It includes the following products:  Global Human Resources: Oracle Fusion Global Human Resources enables organizations to maximize employee value, by aligning resources and people with business objectives and enter and maintain information related to people, employment and work structures. The process also includes localizations including setup, processing, monitoring, internal and external integration touch points, and reporting.  Global Payroll and Localizations: Oracle Fusion Global Payroll also includes full service payroll offerings for core payroll and localizations. Payroll is not covered in this boot camp.  Global Payroll Interface: Oracle Fusion Global Payroll Interface enables you to capture personal payroll information, such as earnings and deductions, along with other data from Oracle Fusion Human Capital Management, and send that information to a third-party payroll provider. Payroll Interface is not covered in this boot camp.  Workforce Predictions: Oracle Fusion Workforce Predictions uses indicators, current and historical, to predict performance and attrition, determine corrective action through "what if" scenario modeling, and provide the ability to implement that corrective action.  Workforce Lifecycle Manager: Oracle Fusion Workforce Lifecycle Manager covers all stages of a worker's association with the enterprise, from creation of the person record through termination of work relationships. It is not covered in this boot camp. Workforce Development: The workforce development business process (not covered in this boot camp) enables you to evaluate and develop the workforce based on organizational goals and critical skill gaps. It includes the following products:  Talent Review: Oracle Fusion Talent Review automates the manual and labor intensive talent review board preparation phase and takes the talent discussion to the next level through an interactive dashboard. You can easily see how your talent ranks based on potential and performance, at both a macro and micro levels.
  19. 19. Lesson 1: Course Overview 16 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.  Performance Management: Oracle Fusion Performance Management is designed to support workers, managers, and business leaders with point-in-time evaluation of worker performance. Organizations can configure the performance process to match their business practice. An industry-leading user experience enables workers and managers to easily see where they are and move smoothly through the process.  Goal Management: Oracle Fusion Goal Management enables the setting and tracking of goals across the various levels of the organization, supporting an ongoing performance conversation throughout the year. Business leaders communicate high level initiatives and managers and workers can collaborate to set goals that align to the organization's direction. The product also supports development plans for employees to track their personal growth and career development.  Succession Management: Oracle Fusion Succession Management product provides a structured solution for creating and editing succession plans, either by job/position or by incumbent, to mitigate risk and provide succession solutions for critical jobs or people within the organization. The Succession Management product also provides a structured solution for creating and editing talent pools; organizing talent pools into common groups for assignment of goals, tracking, and management. Compensation Management: The compensation management business process (not covered in this boot camp) enables you to strategically plan, allocate, and communicate compensation. The process also enables improved benefits support and analysis while reducing overall costs. It includes the following products:  Compensation: Oracle Fusion Compensation empowers organizations to attract, motivate and retain talent through strategically planning, allocating and communicating compensation.  Incentive Compensation: Oracle Fusion Incentive Compensation enables effectively administering sales incentive programs. It empowers organizations with a rich set of capabilities to streamline the rollout of new plan initiatives, productivity tools to reduce incentive administrative costs, and relevant business insight to drive sales performance.  Benefits: Oracle Fusion Benefits is a complete, configurable, and flexible global solution that enables organizations to manage benefit plans and participants’ benefit elections with dependent and beneficiary designation, while tracking employee and employer costs.  Total Compensation Statement: Oracle Fusion Total Compensation empowers employers to maintain and analyze a highly configurable statement that
  20. 20. Lesson 1: Course Overview Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 17 communicates compensation, rewards, and benefits to workers. The statement can include compensation often overlooked by workers, such as fringe benefits or perks, company contributions towards health and welfare benefits, the value of stock grants, and paid time off, in addition to traditional forms of pay such as base pay and variable compensation. HCM Common Architecture:  Fast Formula: Fast Formula enables you to review predefined formulas and create new ones to validate or calculate data for benefits, human resources, absences, or payroll.  Network at Work: Oracle Fusion Network at Work provides an industry leading collaborative framework that allows workers to build their own internal social network and connect with other domain experts and colleagues with similar interests.  Profile Management: Profile management provides a framework for developing and managing talent profiles that meet your industry or organizational requirements. Profiles summarize the qualifications and skills of a person or a workforce structure such as a job or position.  Workforce Directory Management: (not covered in this boot camp) enables you to maintain a directory of employees, contingent workers, and nonworkers in the enterprise. Using the directory as a start point, you can update personal and employment information, and perform keyword and structured searches of the directory. Line managers access information about their direct and indirect reports in the line manager portraits of those workers and perform manager self- service actions. Workers access their own information on the My Portrait tab of the gallery and perform employee self-service actions. Administrators display messages to portrait users in selected portraits.
  21. 21. Lesson 1: Course Overview 18 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. HCM Foundation Overview Oracle Fusion HCM Foundation  Minimal HCM functions delivered with other Fusion families  Provided with non HCM implementations  Gives restricted access to required HCM features  Delivered primarily as a set of services
  22. 22. Lesson 1: Course Overview Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 19 HCM Foundation - Features Oracle Fusion HCM Foundation Features  Use of HCM Services  Access to Public Objects  Reporting / OTBI Reports  Functional Set-up User Interfaces Organization, Locations, Jobs, Job Families, Security Profiles, User Provisioning  Run Batch Loads / Spreadsheet Loader  Person Contextual Action  Person Search  Talent Profiles  User Account Management  Nonworker Gallery
  23. 23. Lesson 1: Course Overview 20 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Workforce Directory Management - Overview Workforce Directory Management (WDM) is a superset of HCM Foundation, plus: Hierarchy Viewer Person Gallery Person Portrait* (which includes: Contact Information, Employment, Personal and Employment, Experience and Qualifications, Account Details, Compensation) Data Exchange (HR to HR / FBL Interface) It does not include transactional processes. They are performed in the Apps Unlimited Core HR. *If Talent is installed, then also includes:  Development and Growth  Career Planning  Network Connections  Network Activities  Activities and Interests  Kudos
  24. 24. Lesson 1: Course Overview Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 21 Fusion HR & Payroll Country Extensions and Languages Payroll available for US, UK, UAE, Saudi Arabia, Kuwait, and China.
  25. 25. Lesson 1: Course Overview 22 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Instructor Note: Country Extension Plans Instructor Note: Payroll currently supported for US, UK, UAE, Saudi Arabia, Kuwait, and China. Planned HR Localizations: HR: Mexico, Switzerland Payroll: France, Ireland, Mexico, Netherlands, Singapore
  26. 26. Lesson 1: Course Overview Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 23 Language Support Oracle Fusion HCM supports the following languages:  Arabic  Chinese (Simplified)  Chinese (Traditional)  Czech  Danish  Dutch  English  Finnish  French (European)  French (Canadian)  German  Hebrew  Hungarian  Italian  Japanese  Korean  Norwegian  Polish  Portuguese (Brazilian)  Russian  Spanish  Swedish  Turkish
  27. 27. Lesson 1: Course Overview 24 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Customer Adoption As you consider your client’s needs – Do not confuse them with options. If they are looking to modernize their HCM solutions, Oracle’s HCM Cloud services are the answer.
  28. 28. Lesson 1: Course Overview Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 25 Adoption Strategy Adopting HCM Cloud Services and leaving the current Core HCM intact – whether it is PeopleSoft, EBS, JD Edwards can be considered a co-existence strategy. Cloud services co-existing with an on premise deployment of HCM. When we get to the import and export topics we will cover how the integration approach for delivering a co- existence solution.
  29. 29. Lesson 1: Course Overview 26 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Integrating HCM Cloud Services with current HCM deployments Customers wanting to leave their current HR application in place but leverage Cloud Services to address business challenges have typically chosen to integrate Compensation or Talent Management with their on premise core HR. Oracle Fusion HCM Integrated Features  Person Gallery  Person Portrait  Basic Setup UI - Organization - Locations - Jobs/Job Families - Security Profiles - User Provisioning  Person Contextual Action  Talent Profile  HCM Batch Load  File Based Loader(FBL)
  30. 30. Lesson 1: Course Overview Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 27  HCM Extract
  31. 31. Lesson 1: Course Overview 28 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Customer Adoption
  32. 32. Lesson 1: Course Overview Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 29 Course Schedule
  33. 33. Lesson 1: Course Overview 30 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  34. 34. Lesson 1: Course Overview Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 31 Logistics Daily Schedule  9am Start Daily (unless otherwise instructed)  1pm Lunch  6pm Close  Periodic short breaks Reminders  Sign in each day  Workstations / WiFi Outside Classroom  Surveys! - We need your input. Please do these before you leave each day.
  35. 35. Lesson 1: Course Overview 32 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

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