hcm enterprise and_workforce_structures

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HCM EMBEDDED LEARNINGEnterprise and Workforce Structures

Jon MacGoy

Stephanie Moxley

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Agenda

Understanding the Enterprise in Fusion

Reporting Structures and Data Partitions

Organizations

Example Implementation

Sets & Business Units


Other Workforce Structures

Locations, Jobs, Positions, Grades & Hierarchies (Trees)

Demonstration


Date Effective

Next Generation HCM Enterprise and Workforce

People Work

Pay

Employment

Business Units& SetIDs

Organizations & Legislations

Trees

Global Person& Employment

Profiles

Simplified and Extended DateTrack

Talent Work

Reward

Relationships


Configurable Data Structures in FusionEnterprise and Legislative Data Groups

Enterprise

Replaces EBS Business Group as a primary data partition

Strengthened to support multi-tenancy requirement

No cross Enterprise data or processes

Supports one global version of all Work Structures and People

All customer specific data MUST exist within an Enterprise.

Legislative Data Group (LDG) – Country Specific

Replaces EBS Business Group as a country specific data partition

within an Enterprise

Supports the configuration of objects with a strong legislative

context, such as payroll, absence types, elements, rates of pay

Legislative Data Groups DO NOT span Enterprises

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential

Global Enterprises and Legislative Data Groups


Enterprise

Global

Organizations

Person Names

Person

Assignments

Employment

Terms

Legislative Data Group

country specific

Payroll Formula

Element Links

Element Types Absence Types

Grade Rates

Jobs

Locations Grades


country specific

Payroll Formula

Element Links

Element Types Absence Types

Grade Rates

Business Unit

Organization Model

Organizations in Fusion applications will be modelled in XLE and

HCM organizational models


Introduction of the Organization Model

Scope of the organizations


Organization Model

Integration between XLE and HCM


Example – Implementation DesignThings to consider…

How many Enterprises ?

Typically One

Add Enterprise for multiple-tenants or multiple systems

How many Legislative Data Groups ?

One for each country you “operate” in

Add LDGs if extremely diverse payroll setup within Enterprise

How many Legal Entities?

Real world objects

Which Legal Entities employ people ?

Identify and flag them as Legal Employers


Enterprise

Fusion Enterprise

Example – Implementation

Legal Entity

Fusion Insurance USA Inc.

Legal Entity

Fusion Insurance UK Ltd.

Division

Insurance Operations

Division

Banking Operations

Legal Entity

Fusion Bank UK Ltd.

Legal Entity

Fusion Corporation


US Operations


UK Operations


Data Sharing

Set (aka SetID)

Used for partitioning reference data into smaller portions,

sets.

These sets can then be assigned to different Business Units

aka Reference Data Set


“Set Enabled” objects

Departments

Locations

Jobs

Grades

A Simple Example - Business Requirements

Fusion Insurance USA Inc. Fusion Insurance UK Ltd. Fusion Bank UK Ltd.

1. Need to have the same Jobs

2. All use the same Grades

3. Need to have the same Locations

• What level do you

create your

Business Units ?

• What level do you

create your Sets ?


Example – Business Units & Sets

Business Units

Fusion Insurance USA, Fusion Insurance UK, Fusion Bank

UK

Sets

Common Set

Insurance Set, Banking Set

US Set, UK Set

Fusion Insurance USA Inc. Fusion Insurance UK Ltd. Fusion Bank UK Ltd.


Example - Set Assignments

Fusion

Insurance

USA

Fusion

Insurance

UK

Fusion Bank

UK

Job Insurance

Set

Insurance

Set

Banking

Set

Grade Enterprise

Set

Enterprise

Set

Enterprise

Set

Location US Set UK Set UK Set

Business Units

Re

fere

nce O

bje

ct


Example - Set Assignments

Fusion

Insurance

USA

Fusion

Insurance

UK

Fusion

Bank UK

Fusion

Bank India

Job Insurance

Set

Insurance

Set

Banking

Set

Banking Set

Grade Enterprise

Set

Enterprise

Set

Enterprise

Set

Enterprise

Set

Location US Set UK Set UK Set India Set

Business Units

Re

fere

nce O

bje

ct


Workforce Structures – Common Features

No more workforce structures key flexfields (KFFs)

Identifier attributes

Code Unique, not translatable

Name Not unique, translatable

e.g. VP01 “Vice President”

Change management

Ability to make date effective changes

Ability to record why a change was

made (Action Reason)

Approvals can be enabled (auto-

approved out of the box)


Workforce Structures – Common Features

Jobs, organizations, locations and grades are set

enabled, positions are created within a business unit

Ability to export search results to MS Excel

Attachments

Used to secure data records


Feature Highlights - Common

Workforce Structures Work Area

Easy entry point for all workforce structures UIs from the

workforce structures work area

Guided processes to create a new object in train layout

Quick navigation to update an object in tab layout

The export function in the search results allows the user to use

the workforce structures details outside of the UI

Approvals is enabled for all workforce structures objects

Jobs, Organizations, Locations and Grades are set enabled


Setup for Organizations

Setup for this activity is

performed via the

Functional Setup Manager

(FSM)

Manage Enterprise

Manage Business Units

Manage Divisions

Manage Legal Entities

Manage Legislative Data

Groups

etc.


Ongoing maintenance is

performed from the

Workforce Structures Work

Area

Manage Departments

Manage Divisions

Manage Professional Bodies

Manage Reporting

Establishments

Manage Disability

Organizations

Workforce Structures Work Area

Locations

A place where you conduct business or which is of

interest to your business

To determine appropriate granularity

Internal and legal reporting requirements

Ease of administration

A location MUST have a

Code, Name, Set

Main address

Address styles and validation vary by country

Ability to view locations on a map

Ability to upload a location image


Jobs & Positions

MUST have attributes

Job: Code , Name, Set

Position: Code, Name, Business Unit,

Department, Job

Integration with Talent Profiles

Comparison of Jobs and Positions

Ability to update the Department and Job

Embedded analytics displayed in the header shows FTE of

the position compared to the FTE of the incumbent(s)


Jobs & Positions


Grades

Grade

Shows the worker’s level of compensation

Grade Ladder

Is a hierarchy of grades used to group grades and define their

sequence

You can define grade ladders using only grades with steps or

only using grades without steps (not a combination within one

ladder)

Grade Rates

Used to define pay values for grades in a Legislative Data

Group (country).

You can define a value or a range for a particular grade OR

You can define specific pay values for a step within a grade


Grade Ladders

Payscales

Grade ladders can also be used to cover payscale

requirements (for example used in the UK)

You can define a value or a range for a particular

grade OR

You can define specific pay values for a step within

a grade

Grade Step Progression

In future grade step progression rules can be

implemented in Compensation on top of the grade

ladders defined in Global HR


Grades in Jobs, Positions and Assignments

Ability to define at the job and position which grades

are valid for this job/position

Valid grades entered at the job get defaulted to the

position

Profile option to enforce the valid grades in the

assignment

Profile option to default the grade from job/position to

assignment

Defaulting from position takes precedence. If no

position is selected, grade is defaulted from job.


Trees / Hierarchies

HCM uses the common applications “Trees”

infrastructure

The following tree structures are seeded:

Organizations

Departments

Positions

Geographies

Development and localization teams can seed

additional tree structures

Customers may add their own tree structures

Supervisor hierarchy is NOT implemented using

Trees.


Workforce Structures Recap

Understanding the Enterprise in Fusion

Reporting Structures and Data Partitions

Organizations


Sets & Business Units


Other Workforce Structures

Locations, Jobs, Positions, Grades & Hierarchies (Trees)

Demonstration


hcm enterprise and_workforce_structures

Technology