14 workforce lifecycle-2

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Workforce Lifecycle (continued)
Oracle Fusion
Human Capital Management

Workforce Lifecycle
Business Process
Add Person
HR specialists and line managers create new person records for employees, contingent workers, non-workers,
and pending workers. The Add Person tasks include creating the new person's first work relationship with the
enterprise.
Create Employment
HR specialists create and manage work relationships, employment terms, and assignments for the workers to
whom they have security access.
Change Employment
HR specialists and Line managers can edit work location, working hours, managers, and other employment
details.
Promote Worker
HR specialists promote workers to whom they have security access. Line managers promote their direct and
indirect reports.
Transfer Worker
HR specialists permanently transfer or create temporary assignments for workers to whom they have security
access. Line managers permanently transfer their direct and indirect reports. Permanent transfers and temporary
assignments can be within the worker's current legal employer or to a different legal employer.
Terminate Worker
HR specialists terminate the work relationships of workers to whom they have security access. Line managers
terminate the work relationships of their direct and indirect reports.

Workforce Lifecycle
Transfers, Promotions & Terminations
Use the following predefined actions to process transfers and temporary assignments:
 Transfer
 Temporary Assignment
 Global Transfer
 Global Temporary Assignment

Workforce Lifecycle
Transfer Type Example Employer
Source Work
Relationship
Existing Assignments
Default Status
New Work
Relationship
New
Assignment
Transfer change of location Same Unchanged
Inactive-Payroll Eligible
(except current)
No No

Workforce Lifecycle
Source Work
Relationship
Default Status
New Work
Relationship
New
Assignment
(except current)
No No
Temporary Assignment
temporary secondment
to another department
Same Unchanged Suspended-Payroll Eligible No Yes

Workforce Lifecycle
Source Work
Relationship
Default Status
New Work
Relationship
New
Assignment
(except current)
No No
Global Transfer
transfer from UK
subsidiary to US
subsidiary
Different Terminated Inactive-Payroll Eligible Yes Yes

Workforce Lifecycle
Source Work
Relationship
Default Status
New Work
Relationship
New
Assignment
(except current)
No No
Global Transfer
transfer from UK
subsidiary to US
subsidiary
Different Terminated Inactive-Payroll Eligible Yes Yes
Global Temporary
Assignment
from US to UK
subsidiary
Different Unchanged Suspended-Payroll Eligible Yes Yes

Workforce Lifecycle
Transfer
A transfer is the movement of a person within the same legal employer
for example, a change of location from Pleasanton to San Francisco in the US
 When you transfer a person, the work relationship remains unchanged
 You make any necessary changes in the current assignment.
 If the worker being transferred has other active assignments in the current work relationship, they are terminated and
their status is changed to Inactive- Payroll Eligible.
 If you use employment terms, you can either transfer within the same employment terms or create new employment terms.
The existing set of employment terms and assignments in the current work relationship are terminated if you create new
ones, and their status is set to Inactive- Payroll Eligible by default.
 You can override the default by deselecting the assignments that you do not want to terminate.

Workforce Lifecycle
 A temporary assignment is a transfer for a limited term
for example, temporary secondment to another department in the absence of a department head
 You end a temporary assignment by initiating the End Temporary Assignment action and specifying a return date.
 The existing assignments in the current work relationship are suspended and their status is changed to
Suspended-Payroll Eligible by default.
 On return date, the temporary assignment is terminated and the original assignments are reinstated automatically
 When you create a temporary assignment for a person in the same legal employer the work relationship remains unchanged
 If you use employment terms, you can either create a temporary assignment with the same employment terms or create new
employment terms. The existing set of employment terms are suspended if you create new ones.
 You can override the default by deselecting the assignments that you do not want to suspend; these assignments retain their
original statuses. The suspended objects become active again when you end the temporary assignment

Workforce Lifecycle
Global Transfer
 A global transfer is the transfer of a person to another legal employer
for example, transfer of an employee from a UK subsidiary to a US subsidiary
 When you transfer a person to another legal employer, the source work relationship is terminated automatically
using the default values.
 You create a new work relationship in the destination legal employer. The existing set of employment terms and
assignments in the source work relationship are terminated and their status is set to Inactive- Payroll Eligible by default.
 You can override the default by deselecting the assignments that you do not want to terminate; these assignments retain
their original statuses and the work relationship is not terminated.

Workforce Lifecycle
Global Temporary Assignment
 A global temporary assignment is the temporary transfer of a person to another legal employer
for example, US employee sent on a temporary secondment to the UK
 You end a global temporary assignment by initiating the End Global Temporary Assignment action and specifying a return
date. The global temporary assignment is terminated and the assignments in the source legal employer are reinstated
automatically on the return date.
 When you create a global temporary assignment, the existing set of employment terms and assignments in the source work
relationship are suspended, and you create new objects in the destination legal employer. The status of the assignments in
the source work relationship is set to Suspended-Payroll Eligible by default.
 You can override the default by deselecting the assignments that you do not want to suspend; these assignments retain
their original statuses.
 The suspended objects become active again when you end the temporary assignment.

Workforce Lifecycle
Terminations
 When workers or non-workers leave the enterprise, you terminate their work relationships.
 When you terminate a work relationship, any employment terms and assignments associated with the work relationship
are ended automatically.
 The status of the work relationship and the associated employment terms and assignments are changed to inactive on the
day following the termination date.
 The person becomes an ex-employee or ex-contingent worker for that legal employer.
 The person's user access and roles are revoked by default after the termination date. You can choose to revoke user access
earlier, as soon as the termination is approved. (This could mean revoking user access before the termination date.)
 If you are using Oracle Payroll, a notification is sent to the payroll administrator informing the administrator of the termination. The
payroll administrator then completes the relevant tasks required to complete the payroll termination.

Workforce Lifecycle
Hiding Terminations
When entering sensitive terminations, you can decide to hide the termination for a specified period.
Termination Display
 Controls whether the termination appears in the gallery portrait.
 Postpone displaying the terminations in the gallery portrait for a certain period of time post termination date
Deferred Processing
 As part of submitting the termination, you can choose to defer the processing of the termination transaction. The deferred processing option is
typically useful to hide terminations with a future-effective date.
 You may want to submit the terminations but defer processing them until the termination dates because the persons you are terminating have
access to functionality that exposes their terminations to them
The processing of the termination is deferred to the date you specify. If the transaction goes through an approval process, and the processing
date you specified occurs prior to approval, then the processing is deferred until final approval.
In either case, the termination is hidden from everyone except the initiator, approvers, and notification recipients until the time the transaction is
processed and applied to the database.

Workforce Lifecycle
Reversing Terminations
 When you reverse a termination, any work relationships, assignments, and employment terms previously ended are restored
with the statuses prior to the termination.
 If the termination caused reassignment of a primary work relationship or assignment, then the reversal of the termination
restores their primary statuses as they were before the termination.
 You can reverse a termination at any time provided the same legal employer has not rehired the employee (or started a new
placement for a contingent worker).
 When termination is reversed, any future-dated employment changes or employment actions that occurred after the
termination action are not restored. You must manually verify the employment data and make any required changes

Workforce Lifecycle
Transfer and Promotion - Demo
3. Global Transfer
From Employer: InFusion Health USA
To Employer: InFusion Corp USA1
4. Promote a Worker
Worker : Jack Fisher
5. Terminate & Reverse
Worker : XX Robinson

Workforce Lifecycle
Transfers, Promotions & Terminations - Activity

Workforce Lifecycle
Mass Updates
You may need to update multiple records at one time, for example, transfer all workers in a department together as part of a
company reorganization. Mass update enables you to update multiple records using a single update request.
Mass Transfer
Create a mass transfer to transfer multiple worker assignments at once, within the same legal employer. Use the person
search to find assignments that you want to include in the mass transfer. You can exclude assignments from the result set
defined by the search criteria, at any time before submitting the mass transfer.
Mass Assignment Change Using Spreadsheet
You can download your data from the Verification page into a spreadsheet if there are too many rows and if it is easier to make
the changes in a spreadsheet format. Before you can do this, you must have installed the desktop client Oracle ADF 11g Desktop
Integration and enabled the Trust Center setting Trust access to the VBA project object in Microsoft Excel. You could make
the changes offline, check in the data, and verify the changes from within the spreadsheet. You can check in and verify the data
in the spreadsheet multiple times to accommodate revisions. After the final check in, you must navigate to the Review page of the
mass assignment change (in the application) to submit the changes.

Workforce Lifecycle
Mass Updates
Assignments With Future Changes
You can either include or exclude assignments with future changes in the mass update. If you include assignments with future
changes, you must manually adjust those records whose effective date of change is later than the mass update date, to resolve
any conflicts. For those assignments with changes existing on the same date of the mass assignment change, the mass update
is applied as the last change and previous assignment changes are retained.
Assignments and Employment Terms
You can include assignments associated with employment terms in the mass transfer. If override at assignment level is
permitted, you can update the assignments but the employment terms are unaffected. If override at assignment level is not
permitted, you cannot update the associated assignments via the mass transfer, even if you include them in the transfer.
Although this restriction applies only to the attribute values specified on the employment terms; you can still update the attributes
values specified on the assignment, in the mass transfer. The attributes that you are not permitted to update appear disabled in
the mass transfer.

Workforce Lifecycle
Mass Updates - Demo
6. Mass Update - Transfer
From Business Unit: US Support
To Business Unit:USA1 Business Unit

Workforce Lifecycle
Manage Direct Reports
You can reassign existing line reports to new managers, as of the same effective date. When you reassign direct reports, changes
occur at the assignment level for each direct.
Reassigning Direct Reports
You can reassign all or selected direct reports to new managers.
When reassigning reports, you cannot change the manager type. For example, if the direct is a line report for the current manager,
you can reassign the direct only as a line report to a new manager, but not as a direct of other type, such as a project report or a
mentee.
The Manage Direct Reports task does not assign new roles to managers during the reassign process. You must manage the
assignment of roles through the role mapping functionality. For persons who did not have reports before the reassign process, you
must assign manager roles.

Workforce Lifecycle
Manage Direct Reports - Activity

Workforce Lifecycle
What’s Changed compared to PeopleSoft?
 Differences in terminology
Work Relationship vs Organizational Relationship
Assignment vs Job
Legal Employer vs Company
 Three Tier employment model
 Use of flexfields for extension purposes
 Use of embedded analytics in guided flows
 Change Manager and Change Working Hours available to Line Managers
 Save for later functionality
A transaction can be saved for later use instead of submitting it directly
 Differences in the Termination flow
Termination date in Fusion is the last day in the company and not the first day when the person is no more an employee (PSFT).
Possibility to hide a termination and defer a termination
Possibility to enter a notification date

Workforce Lifecycle
What’s Changed compared to EBS?
 Global person model
 Three Tier employment model
 Use of embedded analytics in guided flows
 Date effectivity with multiple changes per day
 Actions and reasons
 Termination
Possibility to hide a termination and defer a termination
Rehire recommendation

14 workforce lifecycle-2

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