Oracle Fusion

HCM Bootcamp
Student Guide (1)

Welcome
Housekeeping
o Fire Alarm
o Facilities
o Timings, Breaks & Lunch

Introductions
o Name
o Previous experience e.g. PeopleSoft, EBS, etc.
o Any experience with Fusion HCM?

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Course Overview/Timetable
Day One Monday 22nd April
o
o
o
o

Oracle Fusion Overview

Security (Overview)
Functional Setup Manager
Custom Enterprise Scheduler Jobs

Day Two Tuesday 23rd April

o Define Enterprise Structures
o Workforce Structures
o Define Grades, Jobs and Positions

Day Three Wednesday 24th April

o Workforce Lifecycle
o Workforce Directories
o Profile Management

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Course Overview /Timetable(contd)

Day Four Thursday 24th April
o
o
o
o

Security (Detail)
Data Security for HCM
Approval Management for HCM
Workforce Records

Day Five Friday 25th April

o
o
o
o
o

Flexfields
Define Checklists
Workforce Predictions
Composers
Wrap Up & Any Implementation Specific Questions

Learning will be Supported by:

o Discussion
o Demonstrations
o Hands On Practice

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Course Overview (contd)

Key to Symbols:
o Information

o Demonstration

o Oracle Fusion and Fusion HCM Concepts and Features

o Exercises

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Oracle Fusion
Unit 1: Oracle Fusion Overview
Learning Outcome:
o By the end of this unit you will have an understanding of:
Oracle Fusion Applications
Oracle Fusion HCM
Oracle Fusion Deployment Options and Considerations

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Oracle Fusion Applications

Designed from the ground up, using the latest technology,
e.g., Fusion Middleware, Web 2.0, Java, HTML 5, etc.
Incorporating best practice gathered from research with
thousands of customers
Oracle Fusion Applications are based on a completely open,
service-oriented enterprise applications
Feature best-in-class user-interface designs and workflows
that optimize usability and deliver business value
100% Open Standards
Deliver continuous insight to decision makers with accurate
self-service reporting and analysis against real-time
information
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Oracle Fusion Applications

100% Open Standards

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Oracle Fusion Applications

Complete Modular Suite of Applications
Oracle Fusion
Human Capital Management

Oracle Fusion
Financial Management

Oracle Fusion
Supply Chain Management

General
Ledger

Accounts
Payable

Asset
Management

Global Human
Resources

Workforce
Lifecycle
Management

Benefits

Product Master
Data
Management

Distributed
Order
Orchestration

Global Order
Promising

Payments &
Collections

Accounts
Receivable

Cash & Expense

Management

Compensation
Management

Talent Review

Performance
& Goal Mgmt

Inventory
Management

Cost
Management

Shipping &
Receiving

Global
Payroll

Network @
Work

KPIs,
Dashboards,
& Extensibility

Common Modules

KPIs, Dashboards,
& Extensibility FW

Oracle Fusion
Project Portfolio Management

KPIs, Dashboards,
& Extensibility FW

Oracle Fusion
CRM

Oracle Fusion
Procurement

Project
Costing

Project
Billing

Project
Performance
Reporting

Purchasing

Self-service
Procurement

Sourcing

Customer Master

Sales

Marketing

Project Control

Project
Integration
Gateway

Project
Contracts

Procurement
Contracts

Supplier Portal

Spend &
Performance
Analysis

Incentive
Compensation

Mobile &
Outlook
Integration

Territory &
Quota Mgmt

KPIs, Dashboards,
& Extensibility FW

KPIs, Dashboards,
& Extensibility FW

Oracle Fusion
GRC

Financial
Compliance

Issue & Risk

Manager

Access Controls

KPIs, Dashboards,
& Extensibility FW

Transaction
Controls

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Configuration
Controls

KPIs,
Dashboards, &
Extensibility FW

Oracle Fusion Reporting & Analytics

Reporting and Analysis Tools:
o OBIA (Oracle Business Intelligence Applications):
Same as today, purchase by analysis area
OBIA currently covers these Oracle products: EBS, PeopleSoft, JD Edwards, Siebel,
and more
Existing OBIA customers can extend to Oracle Fusion Applications
New Oracle Fusion Applications customers should implement OBIA in parallel
Requires OBIEE (Oracle Business Intelligence Enterprise Edition) comprising a set of
business intelligence tools and offerings
o OTBI (Oracle Transactional Business Intelligence)
New with Oracle Fusion Applications
Purchase by reporting area, aligned with Oracle Fusion Applications modules
Requires OBIEE

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Oracle Fusion Middleware

The Platform:

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Oracle Fusion Middleware

Oracle Fusion Applications is standards-based, making it highly adaptable

This standards-based technology enables you to respond effectively to change
with flexible, modular, user-driven business software that is powered by best-inclass business capabilities built on open standards
Its technology framework includes the following products:

Oracle WebCenter provides design time and runtime tools for building enterprise portals,
transactional websites, and social networking sites.
Oracle Business Intelligence 11g provides a full range of business intelligence capabilities that enable
you to analyze, present, report, and deliver organizational data.
Oracle Universal Content Management enables you to leverage document management, web
content management, digital asset management, and records retention functionality to build and
complement your business applications.
Oracle SOA Suite provides a complete set of service infrastructure components for designing,
deploying, and managing service-oriented architecture (SOA) composite applications. Oracle SOA
Suite enables services to be created, managed, and orchestrated into SOA composite applications.
Oracle WebLogic Server is a scalable, enterprise-ready application server based on Java Enterprise
Edition (Java EE).
Oracle JDeveloper is an integrated development environment with end-to-end support for modeling,
developing, debugging, optimizing, and deploying Java applications and web services.
Oracle Enterprise Manager offers business-driven applications management, integrated application
to disk management, integrated systems management, and support experience.
Oracle Identity Management enables organizations to manage the end-to-end lifecycle of user
identities and to secure access to enterprise resources and assets.

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Oracle Fusion Applications

Before Fusion, Enterprise

application user
experiences were:
o Complex
o Transactional
o Fragmented

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Oracle Fusion Applications

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Oracle Fusion Home Page

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Oracle Fusion Home Page

The Oracle Fusion Applications suite uses a default starting page called the
Oracle Fusion Home Page
The Home Page is composed of a collection of tabs that appear based on
the roles assigned to users. These tabs could include:
o
o
o
o

The Welcome Dashboard

A set of transaction dashboards
Business intelligence dashboards built with the OBIEE application
The Spaces tab (WebCenter)

The Welcome dashboard is the first and default tab on the Oracle Fusion
home page and could include these dashboard sections:
o
o
o
o

Watchlist: Presents a list of shortcuts to work areas through saved searches

Worklist: Presents application-generated human tasks (actionable and informational) managed by
workflows
People Connection: Lets users establish links to one another, to include internal persons (such as
fellow employees) and external persons (such as partners, resources), and to follow updates about
each other
Activity Stream: Displays the updates from and about a user's social network (which includes user
entered updates through the Publisher task flow) and events automatically generated from Oracle
Fusion Applications (such as who has connected to whom and changes to a business object)

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Oracle Fusion UI Shell

Each page can be divided up into components
Global Area

Specific Tools
Task List
Quick Create
Focused Search
Reports
Activity Guides

Common Tools and Services

Navigation
Tagging
Search
Preferences & Personalization
Help

Transactions
Information
Actions

Contextual Info
Analytics
Summaries
Derived or
Computed
Info
Notes

Contextual

Regional Area

Local Area

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Area

Oracle Fusion UI Shell

Global Area
o Spans the full width at the top of the user interface shell and is stable, consistent, and
persistent for all users
o Contains main navigational tools, access to help and administration tasks

Regional Area
o Is in the left pane of the user interface shell
o Contains the tasks, reports and search facilities relevant to the work area selected

Local Area
o This is the main transactional region of the work area

Contextual Area
o Is in the right pane of the user interface shell
o Provides additional information or analytics to support the transaction
o This information is optional and may contain predictive analytics or other tools

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Oracle Fusion UI Pane

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Oracle Fusion UI Pane

Navigation Menus / Global Area Menus:
o Favourites
Bookmarked Oracle Fusion Applications pages for easy access
o Navigator
Shows all of the application work areas to which a user has access based on the
roles they have been provisioned
o Recent Items
Application-generated shortcuts to recently visited pages
This can be configured by session or period of time
o Tags
Users can create free-format tags which can be used in search facilities
o Spaces
Provides an easy way for users to create their own ad hoc collaborative groups
around a project

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Oracle Fusion UI Pane

Regional Panes
Regional area panes can be expanded, or collapsed based on what
you are likely to want to do when you navigate to a work area
o Tasks
The Tasks pane appears in the top position of the area. Use it to navigate to available task
flows in a work area. See the following section on identifying tasks in the tasks pane. The
Tasks pane is in the standard regional area pane in most applications
o Search
The search functionality in the regional area is used to search for data relevant to the
work area selected. For example, if in the person management work area the search will
be for people
o Reports
Use to access relevant reports and analytics for each individual work area. Application
administrators and end users can add or remove reports and analytics from the pane

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Oracle Fusion UI Pane

Contextual Panes
o The contextual area provides additional information relevant to the transaction within
the context of the work area. For example, in person management, manage absences,
the contextual data may include details of absence accruals
o Analytics
Use context-sensitive reference material for decision assistance
o Tools
Provides additional tools to help user make decisions during the transaction

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Oracle Fusion HCM

Fully integrated modules for:
o
o
o
o

Core HR and Payroll

Talent Management
Workforce Analytics
Absence Management

Areas under development:

o Absence Management - redesigned
o Time and Labour

Not currently integrated:

o Recruitment (Taleo)
o Learning Management (Taleo)

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Oracle Fusion HCM

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Fusion HCM Modules

Workforce Deployment: The workforce deployment business
process enables you to align resources and people with business
objectives, and enter and maintain information related to people,
employment, and work structures. The process also includes full
service payroll offerings for core payroll and localizations. The
workforce deployment business process is discussed in detail in the
next slide
Workforce Development: The workforce development business
process enables you to evaluate and develop the workforce based
on organizational goals and critical skill gaps
Compensation Management: The compensation management
business process enables you to strategically plan, allocate, and
communicate compensation. The process also enables improved
benefits support and analysis while reducing overall costs
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Fusion HCM Common Framework Modules

Profile Management: Profile Management provides a framework
for developing and managing talent profiles that meet your industry
or organizational requirements. Profiles summarize the
qualifications and skills of a person or a workforce structure such as
a job or position
Workforce Directory Management: Workforce Directory
Management enables you to maintain a directory of employees,
contingent workers, and nonworkers in the enterprise. Using the
directory as a start point, you can update personal and employment
information, and perform keyword and structured searches of the
directory. Line managers access information about their direct and
indirect reports in the line manager portraits of those workers and
perform manager self-service actions. Workers access their own
information on the My Portrait tab of the gallery and perform
employee self-service actions. Administrators display messages to
portrait users in selected portraits
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Oracle Fusion Deployment Options

ON-PREMISE

PRIVATE CLOUD

PUBLIC CLOUD

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HYBRID CLOUD

Oracle Fusion Deployment Options

On Premise
o Hardware, software licenses, and support that you bought and host at one or
more of your sites. You are responsible for monitoring, security, patching, and
upgrades

Private Cloud (also known as SaaS or Oracle On

Demand)
o Application and technology managed services that are offered for Oracle
software and hardware and are available internally, behind a firewall and are
hosted over the Internet by Oracle or Oracle business partners that offer BPO
solutions. Oracle provides:
Management
Monitoring
Patching
Security
Upgrade services

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Oracle Fusion Deployment Options

Public Cloud
o Services are available to the general public and offered on a subscription
basis, with no requirements to buy additional licenses or support. The
services are hosted over the Internet by Oracle or Oracle business partners
that offer business process outsourcing (BPO) solutions

Hybrid
o You can choose to maintain your existing legacy applications on premise and
buy products that are hosted in private or public cloud, or any combination of
these options

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Security (Overview)
Unit 2: Security (Overview)
Learning Outcome:
o By the end of this unit you will have an understanding of:
Role-Based Access Control
Job Roles
Duty Roles
Privileges

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Security (Overview)
HCM Security is presented as a series of Building Blocks

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Role Based Access Control

Security in Oracle Fusion Applications is role-based, where
roles control who can do what on which data:
o Who denotes the user
o What is a function that users with the role can perform, or UI they can access
o Which Data is the set of data that users with this role can access when performing this
function

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Role Based Access Control

Oracle Fusion Applications define four types of roles:
o Abstract roles, defines a worker's role in the enterprise independently of the job that
they are hired to do. Predefined in Oracle Fusion HCM:
Line manager
Employee
Contingent worker
o Job roles, a job role is a generic definition, e.g., Human Resource Administrator
o Duty roles, a duty role is a more granular role, e.g., New Hire Duty or Benefits
Administrator. Duty roles inherit privileges
o Data roles, specifies a link between the datasets a user can access (Security Profiles) and
their job roles. E.g., payroll administrator or human resource specialist can access
specific data instances that users with the role need to access

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Job Roles
Job Role is a generic role,
e.g., Human Resource
Administrator
Many job roles are
predefined in Oracle Fusion
Applications; you can also
create job roles if necessary
In HCM, Job Roles are not
assigned directly to users.
Instead, you include job
roles in HCM data roles, and
assign those data roles to
users
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Duty Roles

Duty roles are specific roles within an

abstract or job role
They represent the individual duties
that users with those job or abstract
roles can perform
Duty roles are inherited by job and
abstract roles; they can also be
inherited by other duty roles. You do
not assign duty roles directly to users
Duty roles grant access to work areas,
dashboards, task flows, user-interface
pages, reports, batch programs, and
so on; therefore, they determine the
functions that a user can perform
Duty roles also control the actions that
a user can perform in a UI page
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Data Roles

Data Roles link the users

job role to a set of security
profiles
All data roles are defined
locally and assigned directly
to users

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HCM Security Profiles

HCM security profiles are an Oracle

Fusion HCM feature; they are not
used by other Oracle Fusion
Applications
A security profile identifies a set of
data of a single type, such as persons
or organizations. For example, you
could create security profiles to
identify:
o
o
o

All workers in department HCM US

The legal employer InFusion Corp USA1
Business units USA1 and USA2

You assign security profiles to data

roles to identify the data instances
that users with those abstract or job
roles can access
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Privileges
Oracle Identity Management (OIM) manages user access to
Oracle Fusion Applications
OIM also stores the definitions of job, abstract, and data roles,
and holds information about roles provisioned to users
You use OIM to:
o Create implementation users and provision roles to them
o Manage job roles
o Manage role hierarchies (excluding duty roles)

Oracle Fusion Authorization Policy Manager (APM) is used to:

o
o
o
o

View full role hierarchies

Manage the inheritance of duty-role hierarchies by job and abstract roles
Manage duty-role hierarchies
Manage privileges and policies

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Privileges

Oracle Identity Manager

(OIM)

(APM)
Authorization Policy Manager
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Functional Setup Manager

Unit 3: Functional Setup Manager
Learning Outcome:
o By the end of this unit you will have an understanding of:
Application Implementation Lifecycle
Planning an Implementation
Configuring Offerings
Generating Setup Task Lists
Assigning Tasks to Users
Maintaining Setup Data: Using Implementation Projects
Export/Import

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Implementation Users

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Implementation Users

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Functional Setup Manager

Functional Setup Manager (FSM) is new to the Fusion Applications Suite,
and used for implementing all Fusion Applications
FSM provides an end-to-end guided process for managing functional setup
throughout the entire implementation lifecycle, it allows you to:
o
o
o
o
o
o

Understand implementation requirements and plan accordingly

Configure applications to match your business needs
Get complete visibility to setup requirements through guided, sequential task lists. Each step builds
upon the decisions you make in previous steps
Enter setup data through easy-to-use interfaces available directly from the task lists
Export and import to rapid-start functional setup at different instances
Validate setup by reviewing setup data reports

Primary Users of FSM are:

o
o
o
o
o

Application Implementation Manager (Enterprise Role)

Application Implementation Consultants (Enterprise Role)
Functional Users , i.e, SMEs (Enterprise Role)
System Administrators
Application Developers

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Application Implementation Lifecycle

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Application Implementation Lifecycle

PLAN :
o Analyse implementation requirements, design setup and plan overall implementation
using the Getting Started page

CONFIGURE :
o Choose offerings, options and features to match your business requirements using
Configure Offerings

IMPLEMENT :
o Generate setup tasks using Manage Implementation Projects. Enter setup data using
assigned Implementation Tasks

EXPORT / IMPORT :
o Export and import setup steps from one Oracle Fusion Application instance to another
using Manage Configuration Packages

MAINTAIN :
o Maintain setup over time by searching and performing tasks in All Tasks

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Functional Setup Manager

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Offerings

Oracle Fusion Offerings are:

Application solution sets
Represent one or more
business processes or subprocesses that have been
installed
Primary drivers of the
functional setup of Fusion
Applications

Setup and Maintenance > Getting

Started

o E.g. Workforce Deployment

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Offering Options & Features

Offering Options, generally
include:
o
o
o

Core functionality
Optional modules (or options)
Workforce Deployment has options such
as:
Payroll
Absence Management
HR Business Intelligence Analytics

Offering Features, are:

o
o
o

Alternative business rules or processes

Selected based on business requirements
Workforce Deployment has features such
as:
Enterprise Structures Guided Flow
Governance Risk and Compliance
Local Installation of Help
Maintain Common Reference Objects

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Offering Options & Features

Offering Options & Features
o Displayed in multi level hierarchy to make selection easier

FSM Dynamically creates an implementation project task List

based on the Offering, Options and Features selected
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Offering Reports

A set of standard reports

which are available to assist
with analysing and planning an
implementation:

Setup and Maintenance >

Getting Started >

Offering Content Guide

Associated Features
Setup Task Lists and Tasks
Related Business Objects
Related Enterprise Applications

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Easy Navigation to Any Phase

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Enterprise Roles and Implementation

Phases
ROLE : Application Implementation Manager

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Enterprise Roles and Implementation

Phases
ROLE : Functional User (i.e. SMEs)

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Enterprise Roles and Implementation

Phases
ROLE : Application Implementation Consultant

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Demonstration
Demonstrate how to:
o Create an Implementation Project
o Choose Offerings & Features
o Assign Implementation Tasks

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Student Activity

Complete Activity 1.1: Create an Implementation

Project in
Fusion HCM Student Guide (1)

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Activity 1.1: Implementation Project

OBJECTIVE : In this activity you are going to create an Implementation Project, Select the Offerings to
Implement and Assign Tasks to Yourself
NOTES : Use prefix of XX, where XX is your Student Number.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.

Start Here > Home work area, Welcome tab (default after sign in)
In the global area Administration menu, click Setup and Maintenance. Location: Setup and
Maintenance work area, Overview page, All Tasks tab
In the Tasks pane, click Manage Implementation Projects. Location: Manage Implementation
Projects page
In the Search Results region, click the Create graphic. Location: Create Implementation Projects,
Enter Basic Information page
In the Name field, enter XX Workforce Deployment
Press Tab
Confirm that the project is automatically assigned to Your.User.ID
Click Next. Location : Create Implementation Project: Select Offerings to Implement
In the Workforce Deployment row select Include
Click Save and Open Project. Location : Implementation Project: XX Workforce Deployment
page
Expand Workforce Deployment
Expand Define Common Applications Configuration for Human Capital Management

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Activity 1.1: Implementation Project

At this point you should have created and saved the XX Workforce Deployment project which was
automatically assigned to Your.User.ID
Start Here : Implementation Project: XX Workforce Deployment page
13. Select Workforce Deployment
14. Click Assign Tasks. Location: Assign Tasks dialog box
15. Click the Select and Add graphic. Location: Select and Add: Users dialog box
16. In the User ID field, enter Your.User.ID
17. Press Enter
18. Select Your.User.ID
19. Click Apply
20. Click Done. Location : Assign Tasks dialog box
21. Click Save and Close. Location : Implementation Project: XX Workforce Deployment page
22. Click Done. Location : Setup and Maintenance work area, Overview page
23. Click the Assigned Implementation Tasks tab. Location : Assigned Implementation Tasks tab
24. In the Tasks List column, click Sort Ascending
25. Click the All Tasks tab. Location : All Tasks tab
26. Click the Implementation Projects tab. Location: Implementation Projects tab
27. Click XX Workforce Deployment
At this point you should have assigned to yourself all of the assigned tasks for your project.
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Maintaining Setup Data

When setup data of an existing implementation requires
modification that involves significant numbers of tasks and
task lists or has high risk implication in many parts of an
application, maintaining those setup changes through
implementation projects is advisable

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Demonstration
Demonstrate how to Maintain Setup Data by:
o Updating the Status of a Task
o Adding Notes to a Task

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Export / Import
Implementation projects are also the foundation for
identifying what setup data will be exported and imported
from one instance to another

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Demonstration
Demonstrate how to :
o Identify and Select Objects to Export
o Run the Create Export Process Definition
o Retrieve the Exported objects file

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Custom Enterprise Scheduler

Unit 4: Custom Enterprise Scheduler Jobs
Learning Outcome:
o By the end of this unit you will have an understanding of:
Enterprise Scheduler Job
Manage Job Definitions

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Enterprise Job Scheduler

An executable job that a user can run or schedule to process
data
Several predefined jobs exist in Oracle Fusion Applications,
e.g. Maintaining Person Keywords:
o Several attributes of person, employment, and profile records are used as person-search
keywords. Keyword values are copied automatically from the originating records to the
PER_KEYWORDS table, where they are indexed to improve search performance. The
size of your enterprise and the likely volume and frequency of changes to person records
will determine how often you run this process and when; to ensure performance is not
impacted

The key concepts of Enterprise Job Scheduler are:

o Process or Scheduled Process: A unique submission or run of a job
o Job Definition: The metadata for the job that allows it to be run
o Parameters: Filters that users can set when they submit a process
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Manage Job Definitions

You can optionally update aspects of these custom jobs,
including:
o Editing job display names, for example to use terms that are more familiar to your users.
o Editing parameter display names, using the Prompt field.
o Using the Tooltip Text field to add parameter help text that appears when users focus on
the parameter. For example, you can provide restrictions or considerations specific to
your company's needs

To edit custom job definitions, access the Manage Job

Definitions page from either:
o The Setup and Maintenance work area. You must select the task that contains the name
of the Java EE application to which the job definition belongs. For example, use the
Manage Custom Enterprise Scheduler Jobs for Payables and Related Applications task for
Oracle Fusion Expenses job definitions
o Oracle Enterprise Manager Fusion Applications Control

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Summary
Summary, topics covered today:
o
o
o
o

Oracle Fusion Overview

Security (Overview)
Functional Setup Manager
Custom Enterprise Scheduler Jobs

Tomorrow, Day Two Tuesday 23rd April

o Define Enterprise Structures
o Define Workforce Structures
o Define Grades, Jobs and Positions

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