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Partner Boot Camp - Fusion
HCM Global HR
Establish Job and Position
Structures using Enterprise
Structures Configurator
Instructor Guide
August 8, 2013
Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
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CONTENTS
Lesson 1: Establish Job and Position Structures Using Enterprise
Structures Configurator..................................................................1
Objectives.............................................................................................. 1
Overview ............................................................................................... 2
Job and Position Structures....................................................................... 3
Determine Job and Position Usage.............................................................. 4
Instructor Note: Determine Position and Job Usage....................................... 5
Define Additional Job and Position Attributes at Enterprise ............................. 6
Instructor Note: Define Additional Job and Position Attributes at Enterprise Level8
Define Contextual Attributes for Jobs and Positions ....................................... 9
Instructor Note: Activity Timing............................................................... 10
Activity Introduction: Define the Job and Position Structures ........................ 11
Activity Solution: Defining the Job and Position Structures ......................... 12
Establishing Job and Position Structures Review Questions ........................... 14
Establishing Job and Position Structures Review Question 1........................ 15
Establishing Job and Position Structures Review Question 2........................ 16
Establishing Job and Position Structures Review Question 3........................ 17
Establishing Job and Position Structures All Questions and Answers ............. 18
Lesson Highlights .................................................................................. 19
Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 1
Lesson 1: Establish Job and Position Structures
Using Enterprise Structures Configurator
Objectives
After completing this lesson, you should be able to:
 Establish job and position structures
Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator
2 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Overview
In this section, you will learn how to:
 Determine if you need positions as well as jobs in your enterprise
 Set up additional attributes for jobs and positions
 Set up contextual attributes for jobs and positions
Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 3
Job and Position Structures
This graphic illustrates the process of establishing job and position structures using the
Enterprise Structures Configurator. You use a guided process to determine whether you
want to use jobs only, or jobs and positions.
Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator
4 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Determine Job and Position Usage
Implementing jobs or a combination of jobs and positions is a key implementation
decision. You make the decision based on the primary industry of your enterprise and
how you manage people.
The ESC uses the primary industry you selected in the Establish Enterprise Structures
task to suggest a recommended approach for using jobs or jobs and positions. You can
use the recommendation or answer a series of questions about how you manage
people.
For example, if a person leaves your company, do you typically:
 Rehire into the same role?
 Use the head count and hire to a different job?
 Create a different post?
The following screenshot displays the Determine Position Usage page within the
Establish Job and Position Structures task in the Enterprise Structures Guided Flow,
you can see the 4 train stops that guide you through the job and position setup:
Define Initial Configuration>Establish Job and Position Structures
Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 5
Instructor Note: Determine Position and Job Usage
Provide an introduction to Jobs and Positions, to distinguish between the two:
Job - is a set of roles or duties that your workers perform.
Position - is a specific instance of a job in a department for a business unit.
Use of jobs or jobs and positions varies by industry and customer requirements.
Enterprise Structures Configurator (ESC) helps you with the decision during the
implementation.
Here are some examples of primary industries and the recommended workforce setup:
Retail Trade: Positions
Utilities: Positions
Educational Services: Positions
Public Transportation: Positions
Construction: Jobs
Management of Companies and Enterprises: Jobs
Arts, Entertainment, and Recreation: Jobs
Finance and Insurance: Jobs
Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator
6 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Define Additional Job and Position Attributes at
Enterprise
You can define segments in the position and job flexfields to further identify jobs and
positions in the enterprise. For example, define attributes for a job to identify additional
details about the job, such as the nature of the work that is performed, or the relative
skill level required for the job. If these attributes apply to all jobs in the enterprise, then
set up enterprise-level job attributes. This graphic demonstrates how job type and job
level provide further details for the HR Application Specialist job.
Set up enterprise-level attributes to identify separate components of the position name.
For example, set up an attribute for position title and one for position number. This
graphic demonstrates how position title and number provide further details for the
manager position.
Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 7
Defining additional attributes at the enterprise level provides the flexibility to further
customize the job and position flexfields. Descriptive flexfields enable you to capture
additional information when you create jobs and positions.
Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator
8 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Instructor Note: Define Additional Job and Position
Attributes at Enterprise Level
The graphics demonstrate how you can further define jobs and positions across the
enterprise and provides the students with ideas of what type of information they can
capture.
Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 9
Define Contextual Attributes for Jobs and Positions
For jobs, you can define additional job structures for every reference data set defined in
ESC. Any attributes you set up at the reference data set level will appear alongside any
enterprise-level attributes.
For positions, you can define additional position structures for every business unit
defined in the ESC. Any attributes you set up at the business unit level will appear
alongside any enterprise-level attributes.
Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator
10 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Instructor Note: Activity Timing
Approximate Activity Timing: 30 minutes
.
Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 11
Activity Introduction: Define the Job and Position
Structures
Background
The students will demonstrate their understanding of ESC by configuring jobs and
positions using the guided flow.
The recommended approach for InFusion Corporation is to use jobs. Define additional
job structures to capture information at the enterprise level.
Requirements
 Use the bold text for the object names, replacing the XX with your initials, as
indicated by your instructor
 You must have access to Oracle Fusion Application InFusion database or
comparable training or test instance at your site, on which to complete this
practice.
Activity Scope
1. Select the XX Enterprise Configuration and configure jobs and positions.
2. Accept the recommendation and define additional structures for the job
descriptive flexfield at the enterprise level:
Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator
12 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Activity Solution: Defining the Job and Position
Structures
In this activity, you use ESC to define job structures.
Sign in as hcm_impl or hcm_impl1.
Start Here
Setup and Maintenance work area, Implementation Project: XX Workforce
Deployment page
These task lists are expanded: Workforce Deployment - Define Common
Applications Configuration for Human Capital Management - Define Enterprise
Structures for Human Capital Management - Define Initial Configuration.
1. In the Establish Enterprise Structures row, click Go to Task.
Location: Manage Enterprise Configuration page
2. Select the XX Enterprise Configuration row and click Configure Jobs and
Positions.
Location: Establish Job and Position Structures: Determine Position Usage
page
3. In the Recommended Approach section, select I want to use this option.
4. Click Next.
Location: Establish Job and Position Structures: Define Enterprise Level
Attributes page
Information
Use the Define Enterprise Level Attributes page to define attributes that apply
to all jobs in the enterprise. You can set up additional details about the job, such
as the nature of the work that is performed, or the relative skill level required for
the job.
5. On the Enterprise Level Job Attributes section toolbar, click the Add Row
icon.
6. In the Sequence field, enter 1.
7. In the Attribute Name field, enter Type.
Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 13
8. In the Type field, select Text.
9. Click the Add Row icon.
10.In the Sequence field, enter 2.
11.In the Attribute Name field, enter Number.
12.In the Type field, select Number.
13.Click Next.
Location: Establish Job and Position Structures: Define Contextual
Attributes page
Information
Use the Define Contextual Attributes page to define additional job and position
structures. You can define additional job structures for every reference data set
defined in ESC. For positions, you can define additional position structures for
every business unit defined in ESC. Any attributes that you set up at reference
data set and business unit levels appear alongside any enterprise-level
attributes.
14.Click Next.
Location: Establish Job and Position Structures: Review Definitions page
15.Review the created configuration.
16.Click Submit.
Location: Manage Enterprise Configuration page
17.Click Save and Close.
Location: Implementation Project: XX Workforce Deployment page
In this activity, you learned how to configure jobs and positions in ESC.
Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator
14 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Establishing Job and Position Structures Review
Questions
Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 15
Establishing Job and Position Structures Review
Question 1
The ESC always recommends to use positions in your workforce setup.
1. True
2. False
Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator
16 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Establishing Job and Position Structures Review
Question 2
You can define additional information for every job and position in the enterprise.
1. True
2. False
Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 17
Establishing Job and Position Structures Review
Question 3
After you load the configuration, you can modify the organization setup.
1. True
2. False
Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator
18 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Establishing Job and Position Structures All
Questions and Answers
1. The ESC always recommends to use positions in your workforce setup.
False
The ESC recommends an approach to use jobs and/or positions based on the primary
industry and how you manage people.
2. You can define additional information for every job and position in the
enterprise.
True
3. After you load the configuration, you can modify the organization setup.
True
You can use the individual organization tasks to make any changes or additions to your
organizations.
Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 19
Lesson Highlights
You should have learned how to:
 Establish job and position structures

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06 job and position structures esc

  • 1. Partner Boot Camp - Fusion HCM Global HR Establish Job and Position Structures using Enterprise Structures Configurator Instructor Guide August 8, 2013
  • 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. i CONTENTS Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator..................................................................1 Objectives.............................................................................................. 1 Overview ............................................................................................... 2 Job and Position Structures....................................................................... 3 Determine Job and Position Usage.............................................................. 4 Instructor Note: Determine Position and Job Usage....................................... 5 Define Additional Job and Position Attributes at Enterprise ............................. 6 Instructor Note: Define Additional Job and Position Attributes at Enterprise Level8 Define Contextual Attributes for Jobs and Positions ....................................... 9 Instructor Note: Activity Timing............................................................... 10 Activity Introduction: Define the Job and Position Structures ........................ 11 Activity Solution: Defining the Job and Position Structures ......................... 12 Establishing Job and Position Structures Review Questions ........................... 14 Establishing Job and Position Structures Review Question 1........................ 15 Establishing Job and Position Structures Review Question 2........................ 16 Establishing Job and Position Structures Review Question 3........................ 17 Establishing Job and Position Structures All Questions and Answers ............. 18 Lesson Highlights .................................................................................. 19
  • 4.
  • 5. Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 1 Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator Objectives After completing this lesson, you should be able to:  Establish job and position structures
  • 6. Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator 2 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Overview In this section, you will learn how to:  Determine if you need positions as well as jobs in your enterprise  Set up additional attributes for jobs and positions  Set up contextual attributes for jobs and positions
  • 7. Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 3 Job and Position Structures This graphic illustrates the process of establishing job and position structures using the Enterprise Structures Configurator. You use a guided process to determine whether you want to use jobs only, or jobs and positions.
  • 8. Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator 4 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Determine Job and Position Usage Implementing jobs or a combination of jobs and positions is a key implementation decision. You make the decision based on the primary industry of your enterprise and how you manage people. The ESC uses the primary industry you selected in the Establish Enterprise Structures task to suggest a recommended approach for using jobs or jobs and positions. You can use the recommendation or answer a series of questions about how you manage people. For example, if a person leaves your company, do you typically:  Rehire into the same role?  Use the head count and hire to a different job?  Create a different post? The following screenshot displays the Determine Position Usage page within the Establish Job and Position Structures task in the Enterprise Structures Guided Flow, you can see the 4 train stops that guide you through the job and position setup: Define Initial Configuration>Establish Job and Position Structures
  • 9. Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 5 Instructor Note: Determine Position and Job Usage Provide an introduction to Jobs and Positions, to distinguish between the two: Job - is a set of roles or duties that your workers perform. Position - is a specific instance of a job in a department for a business unit. Use of jobs or jobs and positions varies by industry and customer requirements. Enterprise Structures Configurator (ESC) helps you with the decision during the implementation. Here are some examples of primary industries and the recommended workforce setup: Retail Trade: Positions Utilities: Positions Educational Services: Positions Public Transportation: Positions Construction: Jobs Management of Companies and Enterprises: Jobs Arts, Entertainment, and Recreation: Jobs Finance and Insurance: Jobs
  • 10. Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator 6 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Define Additional Job and Position Attributes at Enterprise You can define segments in the position and job flexfields to further identify jobs and positions in the enterprise. For example, define attributes for a job to identify additional details about the job, such as the nature of the work that is performed, or the relative skill level required for the job. If these attributes apply to all jobs in the enterprise, then set up enterprise-level job attributes. This graphic demonstrates how job type and job level provide further details for the HR Application Specialist job. Set up enterprise-level attributes to identify separate components of the position name. For example, set up an attribute for position title and one for position number. This graphic demonstrates how position title and number provide further details for the manager position.
  • 11. Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 7 Defining additional attributes at the enterprise level provides the flexibility to further customize the job and position flexfields. Descriptive flexfields enable you to capture additional information when you create jobs and positions.
  • 12. Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator 8 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Instructor Note: Define Additional Job and Position Attributes at Enterprise Level The graphics demonstrate how you can further define jobs and positions across the enterprise and provides the students with ideas of what type of information they can capture.
  • 13. Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 9 Define Contextual Attributes for Jobs and Positions For jobs, you can define additional job structures for every reference data set defined in ESC. Any attributes you set up at the reference data set level will appear alongside any enterprise-level attributes. For positions, you can define additional position structures for every business unit defined in the ESC. Any attributes you set up at the business unit level will appear alongside any enterprise-level attributes.
  • 14. Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator 10 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Instructor Note: Activity Timing Approximate Activity Timing: 30 minutes .
  • 15. Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 11 Activity Introduction: Define the Job and Position Structures Background The students will demonstrate their understanding of ESC by configuring jobs and positions using the guided flow. The recommended approach for InFusion Corporation is to use jobs. Define additional job structures to capture information at the enterprise level. Requirements  Use the bold text for the object names, replacing the XX with your initials, as indicated by your instructor  You must have access to Oracle Fusion Application InFusion database or comparable training or test instance at your site, on which to complete this practice. Activity Scope 1. Select the XX Enterprise Configuration and configure jobs and positions. 2. Accept the recommendation and define additional structures for the job descriptive flexfield at the enterprise level:
  • 16. Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator 12 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Activity Solution: Defining the Job and Position Structures In this activity, you use ESC to define job structures. Sign in as hcm_impl or hcm_impl1. Start Here Setup and Maintenance work area, Implementation Project: XX Workforce Deployment page These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Enterprise Structures for Human Capital Management - Define Initial Configuration. 1. In the Establish Enterprise Structures row, click Go to Task. Location: Manage Enterprise Configuration page 2. Select the XX Enterprise Configuration row and click Configure Jobs and Positions. Location: Establish Job and Position Structures: Determine Position Usage page 3. In the Recommended Approach section, select I want to use this option. 4. Click Next. Location: Establish Job and Position Structures: Define Enterprise Level Attributes page Information Use the Define Enterprise Level Attributes page to define attributes that apply to all jobs in the enterprise. You can set up additional details about the job, such as the nature of the work that is performed, or the relative skill level required for the job. 5. On the Enterprise Level Job Attributes section toolbar, click the Add Row icon. 6. In the Sequence field, enter 1. 7. In the Attribute Name field, enter Type.
  • 17. Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 13 8. In the Type field, select Text. 9. Click the Add Row icon. 10.In the Sequence field, enter 2. 11.In the Attribute Name field, enter Number. 12.In the Type field, select Number. 13.Click Next. Location: Establish Job and Position Structures: Define Contextual Attributes page Information Use the Define Contextual Attributes page to define additional job and position structures. You can define additional job structures for every reference data set defined in ESC. For positions, you can define additional position structures for every business unit defined in ESC. Any attributes that you set up at reference data set and business unit levels appear alongside any enterprise-level attributes. 14.Click Next. Location: Establish Job and Position Structures: Review Definitions page 15.Review the created configuration. 16.Click Submit. Location: Manage Enterprise Configuration page 17.Click Save and Close. Location: Implementation Project: XX Workforce Deployment page In this activity, you learned how to configure jobs and positions in ESC.
  • 18. Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator 14 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Establishing Job and Position Structures Review Questions
  • 19. Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 15 Establishing Job and Position Structures Review Question 1 The ESC always recommends to use positions in your workforce setup. 1. True 2. False
  • 20. Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator 16 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Establishing Job and Position Structures Review Question 2 You can define additional information for every job and position in the enterprise. 1. True 2. False
  • 21. Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 17 Establishing Job and Position Structures Review Question 3 After you load the configuration, you can modify the organization setup. 1. True 2. False
  • 22. Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator 18 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Establishing Job and Position Structures All Questions and Answers 1. The ESC always recommends to use positions in your workforce setup. False The ESC recommends an approach to use jobs and/or positions based on the primary industry and how you manage people. 2. You can define additional information for every job and position in the enterprise. True 3. After you load the configuration, you can modify the organization setup. True You can use the individual organization tasks to make any changes or additions to your organizations.
  • 23. Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 19 Lesson Highlights You should have learned how to:  Establish job and position structures