18 define checklists, actions, and workforce predictions

Partner Boot Camp - Fusion
HCM Global HR
Define Checklists, Actions, and
Workforce Predictions
Instructor Guide
August 8, 2013

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.

i
CONTENTS
Lesson 1: Define Checklists, Actions, and Workforce Predictions1
Objectives.............................................................................................. 1
Defining Checklists .................................................................................. 2
Checklists Overview............................................................................... 2
Checklist Components ......................................................................... 3
Define Checklists Task List...................................................................... 4
Checklist Template Components .............................................................. 5
Instructor Note: Activity Timing............................................................... 6
Activity 1 Introduction: Creating a Checklist Template................................. 7
Activity 1: Creating a Checklist Template ................................................ 8
Checklist Template Allocation................................................................ 11
Defining Checklists Review Question 1.................................................... 12
All Defining Checklists Review Questions and Answers............................... 16
Actions and Action Reasons..................................................................... 17
Overview........................................................................................... 17
Instructor Note: Activity Timing............................................................. 19
Activity 1 Introduction: Creating an Action .............................................. 20
Activity 1: Creating an Action.............................................................. 21
Managing Workforce Predictions .............................................................. 23
Predictive Models Overview................................................................... 23
Predictive Models.............................................................................. 24
Managing Model Attributes.................................................................... 25
Calculating Predictions ......................................................................... 26
Viewing Workforce Predictions............................................................... 28
Managing Workforce Predictions Review Question 1 .................................. 29
All Managing Workforce Predictions Review Questions and Answers ............. 32
Lesson Highlights .................................................................................. 33

Lesson 1: Define Checklists, Actions, and Workforce Predictions
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 1
Lesson 1: Define Checklists, Actions, and Workforce
Predictions
Objectives
After completing this lesson, you should be able to:
 Define checklists
 Define Actions and Action Reasons
 Manage Predictive Models

2 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Defining Checklists
Checklists Overview
Use checklists for actions that require the completion of standard tasks, such as
creating users or reassigning resources. For example, employee hire and termination
actions typically require a number of people to complete standard tasks. You create and
maintain tasks within a checklist template. You can create checklist templates that can
be allocated to persons either automatically or manually.
The figure shows the primary components of a checklist:

Checklist Components
Checklist Templates
You create and maintain tasks within a checklist template. Human Resources (HR)
specialists typically create checklist templates and make them available for allocation to
all users. Managers can allocate checklist templates to workers and edit the checklist
and task attributes within the allocated checklists. Managers can also create checklists
and save them as templates, if required.
Allocated Checklists
A checklist template upon allocation to a worker, is referred to as an allocated checklist.
The allocated checklist contains the tasks relevant to the person to whom the checklist
is allocated. For example, tasks associated with eligibility profiles are allocated only to
those persons who meet the eligibility criteria. Task performers are assigned during
checklist allocation. The completion dates for the tasks in the allocated checklist are
calculated based on the task duration specified in the checklist template.

Define Checklists Task List
Define ChecklistsTask List and Tasks
To access the Define Checklists task list, select your implementation project from the
Functional Setup Manager and navigate to:
Workforce Deployment > Define Common HCM Configuration > Define Workforce
Business Processes and Events > Define Checklists

Checklist Template Components
Action: Link an action (Hire or terminate, for example) to a checklist template to
allocate the checklist to persons automatically when they experience the action.
Task: You create tasks within a checklist template, however, managers can also create
and maintain tasks within allocated checklists.
Areas of Responsibility: Select the task performers' areas of responsibility when you
create a checklist template. During checklist allocation, the persons with the selected
responsibilities are automatically assigned as performers for the tasks.
Eligibility Profile: If you link an eligibility profile to a task, the task appears in the
allocated checklist of a worker only if the worker matches the eligibility criteria defined in
the eligibility profile.

Instructor Note: Activity Timing
The course was designed for you to facilitate learners doing the specified activity, at this
point.
Approximate Activity Timing: 10 minutes
.

Activity 1 Introduction: Creating a Checklist Template
Background
The employee hire action typically requires a number of people to complete standard
tasks. InFusion corporation wants to automatically allocate tasks to all newly hired
workers and track the tasks involved in hiring a worker.
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
The following table summarizes critical choices for this activity:

Activity 1: Creating a Checklist Template
In this activity, you create a checklist template.
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 HCM
Configuration - Define Workforce Records - Define Workforce Eligibility Profiles
Creating an Eligibility Profile
1. In the Manage Eligibility Profiles row, click Go to Task.
Location: Manage Eligibility Profiles page
2. In the Search Results section toolbar Create button, select Create Participant
Profile.
Location: Create Participant Eligibility Profile page
3. In the Name field, enter XX Applications Department.
4. In the Profile Usage field, select Checklist.
5. In the Eligibility Criteria section, click the Employment tab.
6. Select Department.
Note: Click the More icon on the right side of the page to view more subtabs.
Select Department to add the Applications and Services department to the
eligibility profile.
7. Click the Create icon.
8. In the Sequence field, enter 1.
9. In the Name field, search for and select Applications and Services.
10.Click Save and Close.

Location: Manage Eligibility Profiles page
11.Click Done.
Location: Implementation Project: XX Workforce Deployment page
Creating a Checklist Template
1. Expand these task lists: Define Workforce Business Processes and Events -
Define Checklists.
2. In the Manage Checklist Template row, click Go to Task.
Location: Manage Checklist Templates page
3. On the Search Results section toolbar, click Create.
Location: Create Checklist Template page
4. In the Name field. enter XX New Hire Checklist.
5. In the Category list, select On Boarding.
6. On the Tasks section toolbar, click the Create icon. button
Location: Create Task window
7. In the Name field, enter XX Create E-mail Account.
8. In the Required field, select Yes.
Note: Create E-mail Account is a required task.
9. In the Target Duration field, enter 5.
10.In the UOM field, select Days.
11.In the Responsibility Type field, select Human resources representative.
12.Click OK.
13.In the Tasks section, click Create.

Location: Create Task window
14.In the Name field, enter XX Issue Meal Vouchers.
15.In the Target Duration field, enter 2.
16.In the UOM field, select Weeks.
17.In the Eligibility Profile field, select XX Applications Department.
Note: You must associate this task with the eligibility profile XX Applications
Department, which you created earlier.
18.In the Responsibility Type field, select Human resources representative.
19.Click OK.
20.Click Submit.
Location: Warning dialog box
21.Click Yes.
Location: Confirmation dialog box
22.Click OK.
Location: Manage Checklist Templates page
23.Click Done.
24.In the Manage Checklist Templates task row, click the Status icon button.
Location: Edit Status dialog box
25.In the Status field, select Completed.
At this point, you should have created a checklist template.

Checklist Template Allocation
An allocated checklist is a specific instance of the checklist template; it contains the
tasks relevant to the person to whom the checklist is allocated (either manually or
automatically). During allocation, performers are assigned to the tasks based on the
responsibility types specified in the checklist template and notified of the assignment.
Task owner, generally synonymous with a manager, is the person responsible for
ensuring task completion. Only task owners and performers can view and update
checklist tasks. You can, however, designate workers as owners or performers if you
want workers to track the progress of their tasks or perform the task actions.

Defining Checklists Review Question 1
An allocated checklist contains all the tasks from the checklist template.
1. True
2. False

To allocate a checklist to persons automatically, what must you link the checklist
template to?

Where can managers create and maintain tasks?

Workers can view and update checklist tasks allocated to them.
1. True
2. False

All Defining Checklists Review Questions and
Answers
An allocated checklist contains all the tasks from the checklist template.
False
To allocate a checklist to persons automatically, what must you link the checklist
template to?
Action
Where can managers create and maintain tasks?
Allocated Checklists
Workers can view and update checklist tasks allocated to them.
False

Actions and Action Reasons
Overview
Actions track changes to Human Capital Management (HCM) records, for example,
changes to employment and assignment records. When you create or update these
records, the action identifies the cause of the creation or change.
Actions and Action Reasons
 Actions categorize the type of change. For example, each predefined termination
action is associated with a termination type (either voluntary or involuntary) to
help categorize the termination.
 Actions determine the business flow. For example, you can select from a list of
employment-related actions, such as Assignment Change, Transfer, or
Termination. The action you select determines the path you take through the
employment flow.
 You can optionally associate actions with reasons; the action and reason
information can be used for analysis and reporting purposes. For example,
predictions of voluntary termination are based on existing data from terminated
work relationships, and the action details help here. Here is a screenshot of a
worker's assignment history; the action details in the assignment history are
particularly useful:

Action Types
Action type identifies the type of business process associated with the action and
determines what happens when you select an action. If you are creating a new action,
you must associate the action with any one of the predefined action types. For example,
the Hire an Employee action type is associated with the Hire action by default. You
could create an additional action Hire Part-time and associate it with the Hire an
Employee action type. This causes your action to appear in the actions list on the Hire
an Employee page. Users can then select the Hire Part-time action when hiring part
time employees, instead of the predefined Hire action.

Instructor Note: Activity Timing
Approximate Activity Timing: 10 minutes
.

Activity 1 Introduction: Creating an Action
Background
Your organization requires a new action for hiring Part-time-time employees.
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. Create an action XX Hire Part-time-time Employees and associate it with the Hire
an Employee action type.
2. Associate the action with a new action reason XX HIRE PARTTIME REASON.

Activity 1: Creating an Action
In this activity, you create an action XX Hire Part-time-time employees and associate it
with the Hire an Employee action type.
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 HCM
Configuration - Define Workforce Business Processes and Events
1. In the Manage Actions row, click Go to Task.
Location: Manage Actions page
2. On the toolbar, click Add.
3. In the Action Code field, enter XX HIRE PARTTIME.
4. In the Action Name field, enter XX Hire Part-Time Employee.
5. In the Start Date field, enter 1/1/12.
6. In the Action Type field, select Hire an Employee.
Information
There is a predefined Hire action that is associated with the Hire an Employee
action type. This selection associates your new action with the hire business
flow. This also causes your action to appear in the Actions list on the Hire an
Employee page.
7. Click Save.
8. On the Hire Part-Time Employee: Action Reasons section toolbar, click Add.
Location: Warning window
9. Click Yes.
Location: Create Hire Part-Time Employee: Action Reasons window

10.In the Action Reason Code field, enter XX HIRE PARTTIME REASON.
11.In the Action Reason field, enter Hire Part-time-time employees.
12.In the Reason Start Date field, enter the current date.
13.Click OK.
14.Click Save.
Location: Warning dialog box
15.Click Yes.
Location: Confirmation dialog box
16.Click OK.
17.Click Done.
18.In the Manage Actions row, click the Status icon.
20.In the Manage Action Reasons row, click the Status icon.
At this point, you should have created an action and an action reason

Managing Workforce Predictions
Predictive Models Overview
Using the Manage HCM Predictive Models task, you can define and manage predictive
models. Predefined models are available for the prediction of worker performance and
voluntary termination:
Note: Workforce Predictions is not included within Global Human Resources, it is a
separate product and requires a separate license.

Predictive Models
How are workforce predictions useful?
People are often the enterprise's greatest asset, and their loss can be expensive on
many fronts. System predictions can make you aware of potential issues and their likely
causes so that you can address them. For example, if an employee whose performance
is predicted to be high is also identified as likely to leave voluntarily, you can consider
changes to relevant factors, such as grade or location, to reduce the risk.
What is the accuracy of the predictive models?
The predictive models for both voluntary termination and performance are built using a
subset (approximately 70%) of the available historical data. Oracle Data Mining (ODM)
tests the accuracy of the models by making voluntary-termination and performance
predictions for the remaining held-aside data (the 30% not used in building the
predictive models). ODM then compares its predictions with actual outcomes.
For performance predictions, the percentage accuracy of the predictive model is a
measure of how closely the predicted values match the actual values. For voluntary-
termination predictions, the accuracy is derived from the percentage of correct
predictions made for all employees (both those who leave the enterprise and those who
remain).
How are the prediction calculated?
To calculate predictions, the process Collect Data and Perform Data Mining for
Predictive Analytics is invoked, which rebuilds the selected predictive models and
makes predictions based on scores derived during the build process.

Managing Model Attributes
Voluntary-termination and performance predictions are based on specific attributes from
a worker's personal, employment, absence, compensation, and talent management
information, most of which are held at the assignment level:
For the complete list of attributes and their descriptions, see the help topic Predictive
Attributes: Explained
Managing Model Attributes
You can create new attributes based on fast formula functions, to include in the
predefined predictive models. You can edit or delete any predictive attribute that you
create; you cannot edit or delete predefined predictive attributes. You can also control
which predefined and locally created predictive attributes appear in what-if analyses.
Note: In cloud environments, you cannot create formula functions; therefore, you may
not be able to create predictive attributes.

Calculating Predictions
Predictions of voluntary termination are based on existing data from all work
relationships. The process that collects relevant data and generates the predictions is
Collect Data and Perform Data Mining for Predictive Analytics, which uses Oracle Data
Mining (ODM) and also predicts performance:
Note: The screenshot uses the old process name Process Worker Prediction Data
Mining
The process has no default schedule. You are recommended to run the process weekly
if the volume of relevant transactions in your enterprise (such as hires, terminations,
and promotions) is high; otherwise, run the process at least monthly. Schedule the
process at a time of low system activity to avoid performance impacts. You can perform

data collection either for the enterprise or for a specified manager assignment; however,
the data-mining stage of the process is always performed on all of the latest available
data. For detailed information about how voluntary termination is predicted, see the help
topic Voluntary Termination: How It is Predicted.

Viewing Workforce Predictions
In the Manager Resources Dashboard, line managers can view predictions of high
performance and voluntary termination for their direct and indirect reports, and perform
what-if analyses. Predictions are also displayed for a person in the promotion process.
Performance and Voluntary Termination Predictions - Graph View
Performance and Voluntary Termination Predictions - Tabular View

Managing Workforce Predictions Review Question 1
Predefined models are available for the prediction of _______________ and
_____________.

Who can view the workforce predictions and where?

You can edit predefined predictive attributes.
1. True
2. False

All Managing Workforce Predictions Review
Questions and Answers
Predefined models are available for the prediction of _______________ and
_____________.
worker performance and voluntary termination
Who can view the workforce predictions and where?
In the Manager Resources Dashboard, line managers can view predictions of high
performance and voluntary termination for their direct and indirect reports, and perform
what-if analyses. Predictions are also displayed for a person in the promotion process.
You can edit predefined predictive attributes.
False

Lesson Highlights
 Define checklists
 Define Actions and Action Reasons
 Manage Predictive Models

18 define checklists, actions, and workforce predictions

Recommended

Recommended

More Related Content

What's hot

What's hot (20)

Similar to 18 define checklists, actions, and workforce predictions

Similar to 18 define checklists, actions, and workforce predictions (20)

More from mohamed refaei

More from mohamed refaei (9)

Recently uploaded

Recently uploaded (20)

18 define checklists, actions, and workforce predictions