Anita works in a hospital. She manages the emergency nursing staff.
This is a very demanding job working on strictly controlled budget.
[Click My Team icon]
Anita monitors thoroughly her staff budget.
[Click My team]
Anita’s team shows 4 direct report positions, two of them have no incumbents.
An Emergency room is a very stressful environment. So nurses are often assigned part-time to the emergency room and part-time to their usual department.
[Click Filter button]
To have a complete picture of her staff, Anita wants to see everyone assigned to her. Particularly she wants to see also employees assigned at the emergency department as secondary assignment.
[Click non-primary assignment]
[Scroll down]
Anita wants to review all assignments every time, not only primary assignments.
So she will save this filter to default it.
[Click Save button]
[Click Apply button]
Out of 4 position reporting directly to her position, it confirmed that 2 are vacant, not event filled part-time.
One of the vacant position has direct reports, let’s review them.
[Click 2 Directs, 2 Total for Manager Nursing Emergency position]
This vacant manager position is supposed to manage the part-time nurses.
You can see that either Enrique Molina and Elizabeth Weber are assigned less than 50% to the emergency department.
Actually, Enrique works most of his time in the Pediatrics department, when Elizabeth is assigned to the Intensive Care Unit.
[Click Anita Stanton name]
Back to the top level, Anita wants to see everybody at once.
[Click Display drop-down list]
[Click All reports]
Now Anita can review at a glance all her staff and vacancies.
She has already noticed 2 vacancies in her direct position reports.
It seems that there is also a vacancy for an office assistant. This position is budgeted for 2 FTE (Full-Time Equivalent) but only one is assigned.
Position management enables the organization to define each position once. This enables precise and complete position descriptions.
Position budget is defined in FTE for either single or multiple incumbent.
Employees are then assigned to a position part or full-time.
For instance a multi-incumbent 1 FTE position could be fulfilled by 2 employees assigned part-time.
[Click Show 3 incumbents link]
The CNAs certified nurse assistant position is budgeted for 3 FTE and has 3 incumbents.
[Click Anita Stanton name]
At any time, Anita can change view back to her direct reports positions only.
[Click Display drop-down list and choose Direct reports]
[Scroll up]
As we have seen, Anita has 2 part-time employees reporting to a vacant manager position in her staff.
Than, who do they report to? Who controls approvals for them?
Let’s find out.
[Click Home]
[Click Directory icon]
Anita has been reviewing the position budgeting, but the Directory gives line manager view.
[Click in search field and enter Anita Stanton]
[Click Magnifier icon]
[Click hierarchy icon next to Stanton, Anita]
As you can see, Oracle HCM Cloud is smart. It builds the line manager hierarchy dynamically.
Lucille and Taylor are assigned to positions that report directly to Anita’s position.
Elizabeth and Enrique’s positions report to a vacant manager position. Their line manager is automatically updated to the first non-vacant manager position up the hierarchy.
Position management helps Anita to efficiently monitor her position budget. In the meantime, Oracle HCM Cloud is agile enough to autonomously maintain the line manager hierarchy. This way, every employee has a line manager to report to and to handle any approvals.
[Click 3 Directs, 3 Total for Lucille McGee]
Lucille has 3 directs reports. They are all assigned to the same multi-incumbent position, but managed individually in the line manager hierarchy.
[Click Anita Stanton lnk]
Now let’s see how the system will adapt if Anita recruits someone to fill this manager vacancy.
[Click Home icon]
[Click My Workforce icon]
Anita has found the perfect match for this manager position.
She is going to hire the new employee in the system.
[Click New Person icon]
[Click Action panel]
[Click Hire an Employee link]
First step is to enter the Legal Employer.
[Click Legal Employer drop down list]
[Click Search link]
[Click in Legal Employer field and enter Healthcare]
[Click Search button]
[Select Healthcare US Legal entity]
[Click OK button]
Now, we are going to enter personal details.
[Scroll down]
% Use this hire process to engage your audience. Turn it into a game by having the audience proposing a last name, a first name and every details.
% Based on your audience, let them choose who is hired. In this demo script, we are hiring Caroline Wilkinson for illustration purposes.
% Make sure to fill every mandatory field: Last Name and National identifiers.
[Enter Last name and other personal details about the new employee]
Now we will need a national identifier.
[Click on the + sign over the National Identifiers table]
% For multi-national organization, you can change the national identifier country to illustrate localization through national identifier format verification.
% In this example, we will enter a US social security number.
[Click National ID Type drop down list]
[Click Social Security Number]
% You can ask the audience to provide you with the new hire social security number.
[Enter the national identifier in the National ID field]
[Scroll up]
[Click Next button]
% Once again, you can have your audience providing you with a fictional address.
[Enter Address detail for all the mandatory fields]
[Click Next button]
[Scroll down]
[Click Business Unit drop down list]
[Click Search link]
[Enter Healthcare in the Business Unit search field]
[Click Search button]
[Select Healthcare US Business Unit]
[Click OK button]
Now, we are going to hire this person into the vacant manager position in Anita Stanton’s organization.
[Click Position drop down list]
[Click Search link]
[Enter Manager Nusing in Name search field]
[Click Search button]
[Select Manager Nursing Emergency Care (code USHCPOS078)]
[Click OK button]
This is the interesting part about position management.
Position definition is managed independently from employees and employee assignments.
As you can see position-related information have been automatically populated and are not editable.
For instance, je job has been set to HC Nursing Manager. Department, Locations, FTE, start and end times have also been populated.
[Scroll up]
[Click Next button]
[Click Salary Basis drop down list]
This choice determines how the employee will be processed in payroll and what payroll rule sets will be applied.
[Pick up Healthcare US Salaried]
% Have your audience determine the annual salary. If you feel so, you can even do it in an auction mode to animate your audience and get a better salary for the new hire.
[Enter an annual USD salary amount in Salary Amount field]
[Key Enter to validate]
The annual salary and annualized full-time salary have been automatically calculated.
This new employee is full-time and we defined an annual salary. So all 3 amounts are the same.
[Click Next button]
Now we have enter all the information and we are able to finalize the hiring process.
[Click Submit button]
If Anita wants to change some details, she can still do it before submitting.
Once submitted, changes will have to be done in the new employee record.
[Click Yes button]
[Click OK button]
[Click Home icon]
Now Anita has a new member in her team. Let’s review how position management impacts this.
[Click My Team icon]
[Click My Team icon]
Caroline Wilkinson is now the incumbent for the Manager Nursing Emergency Care position.
Her position already had 2 direct reporting positions. It is unchanged.
[Click 2 Directs, 2 Total over Caroline Wilkinson’s name]
Since Anita had defaulted the filter to automatically see non-primary assignements too, she can see Enrique and Elizabeth as incumbent for these 2 part-time positions.
[Scroll up]
Let’s find out how the line manager hierarchy has been impacted by Caroline’s hiring.
[Click Home icon]
[Click Directory icon]
[Enter Anita Stanton in search field]
[Click Magnifier icon]
[Click Hierarchy icon next to Stanton, Anita]
The line manager has automatically been adapted to reflect the new hire.
Caroline Wilkinson is assigned to a position reporting directly to Anita’s position. So Caroline reports directly to Anita.
You can see that Enrique and Elizabeth do no longer report directly to Anita.
This is because their positions report to a position that is no longer vacant.
[Click 2 Directs, 2 Total in Caroline Wilkinson’s box]
Elizabeth and Enrique report to Caroline.
This has been modified automatically. In a position controlled organization, the line manager hierarchy is dynamic. It adapts itself automatically with changes in position assignment, either changes, hire or termination.
This is extremely powerful in organization where position structure do not change a lot, but employee turnover and assignments do.
[Click Home icon]
