FusionHCM Day 1

FUSION HCM-
Enterprise Structure
Day 1
Contents
n Fusion HCM Overview
n Geographies in Fusion HCM

n Enterprise Structure in Fusion HCM
n Setting up Enterprise Structure using Enterprise Structure Configurator
n Setting up Jobs and Position Structure using Enterprise Structure Configurator
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We make experts - http://apps2fusion.com
FUSION HCM OVERVIEW
n Oracle Fusion HCM goes beyond traditional human resources tasks that
balance people, process and technology.
n It incorporates Advanced technologies, tight integration and best HR
Practices
n Oracle Fusion HCM is built to help organization know its people better,
work as a team and do things as you want them done.
n Whether we choose one module or the entire suite, Fusion HCM is
designed in such a way that it can co-exist with current applications.
n Some of the features of Oracle Fusion HCM are :
User Centric
Global
Extensible
Information-led
Collaborative
Analytical
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Fusion HCM includes below applications :
n Core HCM/System of Record
Oracle Fusion Global Human Resources
Oracle Fusion Global Payroll
Oracle Fusion Global Payroll Interface
Oracle Fusion Benefits
Oracle Fusion Workforce Lifecycle Manager
n Business Intelligence
Oracle Fusion Transactional Business Intelligence for Human Capital Management
Oracle Fusion Workforce Predictions
n Talent Management
Oracle Fusion Performance Management
Oracle Fusion Workforce Compensation
Oracle Fusion Network at Work
Oracle Fusion Goal Management
Oracle Fusion Talent Review
Oracle fusion Incentive Compensation

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HCM Deployment Options
n Software-as-a-Service (SaaS)Oracle retains the product licenses and is
responsible for software and infrastructure delivery and management.
Customers subscribe to the services and support plans they want.
Public Cloud: Services are available to the general public. One instance of an
application is shared by multiple organizations.
Private Cloud : Services are available internally, behind a firewall and are hosted
over the Internet by Oracle or Oracle business partners
n On-premiseWith this deployment option, the customer purchases the

product licenses and is responsible for HR software and infrastructure
installation, configuration, and managementoffering the most control for
customers (along with the highest initial price).
n HostedWith this option, the customer purchases the product licenses,
but Oracle (or an Oracle Partner) is responsible for the software and
infrastructure installation, configuration, and management at a remote
datacenter. With this option, customers get high scalability without having
to invest in additional infrastructure; however, it should be noted that
hosting.
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Saas Vs On-Premise
SaaS On Premise
Cost saving and Efficient. Up-front capital costs for hardware,
Subscription based software licensing, lab space, air
conditioning, etc
Hardware and software owned Customer must provide hardware
reside at provider site and system platforms to run apps
SaaS is available on internet so Less Risky
tends to security risk
Mobile access to work where you Limited access to business
want applications via browsers running on
mobile devices
Limited customization, although you Completely customizable.
have composers (Data/pages/ Lets you create completely different
Processes/BI Reports) that lets you UI based on your requirement.
modify the application the way you
want. 6
New FunctionalitiesWe
aremake experts - http://apps2fusion.com
incorporated Upgrade patches need to be applied
Fusion HR & Payroll Extensions
n Fusion Applications are built so that a business user could adapt the
application to suit their personal or organizational needs. The key to this
tailor-ability lies in the usage of metadata objects and services in the heart
of the application architecture. Changes and extensions to the application
are stored as new layers over the delivered objects, allowing for flexibility
in an upgrade-safe manner. Extension of the Fusion HCM application is
made easy by Fusion FlexField functionality and the web based Page,
Process and Report composers.
Fusion FlexFields allow for easy definition of additional fields and logic
Page Composer provides page customization and personalization
functionality
Process Composer - graphical business process editor to create new
process flows based on templates, modify shipped process flows, and
deploy new process flows.
Reports Composer create new reports and change existing reports,
report models, as well as access Data Warehouse information from the BI
foundation
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Data Sharing
n You can set up data sharing across your organization using sets. Sets are:
n Used for partitioning reference data into smaller portions, or sets
n Can be assigned to different business units
n Also known as Reference Data Set
n The Oracle Fusion HCM objects that are set enabled are:
n Departments
n Locations
n Jobs
n Grades
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Business Unit
Business Units:
Offer your organization a flexible structuring device through which you can
implement Oracle Fusion HCM, based on how your business is organized
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Date Tracking
Effective Dates Effective dates:
Enable the system to maintain history on data
Specify when data goes into effect
Ensure that data is valid at a given point of time
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Getting Started
For Fusion Applications implementation we need to perform initial activities that

are below:
Preparing Oracle Fusion Applications for:
- User management - Configuration - Role management
Synchronizing users and roles in the Lightweight Directory Access Protocol
(LDAP) with Oracle Fusion Human Capital Management (HCM)
Creating implementation users
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Oracle Fusion Application Functional Setup
Manager
n Oracle Fusion Functional Setup Manager is the application used to
perform the setup tasks required to complete the implementation of Oracle
Fusion Applications. The application implementation process includes both
manual activities and activities executed within the Setup and Maintenance
work area within Oracle Fusion Applications.
Plan
Install
Configure
Implement
Export
Roles required to access FSM are:
Application Implementation Manager

Application Implementation Consultant
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FSM Terminology
Oracle Fusion Functional Setup Manager utilizes some specific terminology
to refer to its own functionality:
n Offering: Highest level grouping of Oracle Fusion Applications functionality
and is typically the starting point for configuration decisions.
n Option: Optional functionality that is part of an offering but is not required for
an offering to be operational.
n Feature: Unit of functionality that is part of an offering or option and identifies
a rule for a specific business process.
n Implementation Project: Defines the scope of what to implement. It includes
one or more offerings.
n Task List: List of sequenced setup tasks required to enable business
functionality
n Scope: Sets the context of the task list and the setup data to export and
import.
n Configuration Package: The implementation project structure plus the setup
data. This can be exported then imported into another instance.
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Task Flow
Business
Gather Requirements Implementation
Requirements
manually gathered
Review multiple
View Getting started
Fusion Offerings
Reports
available
Select Offerings and

options require to
Configure Offerings implement
functionality
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Getting Started Page
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Configure Offerings
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Manage Implementation Projects
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Understanding the Implementation Project
Page
n Based on the Offerings and Options selected for the Implementation
Project, the Task List is dynamically generated for only those Offerings
and Options.
n The lists also include any prerequisites for the functionality to implement
n Task lists are notated by folders with their related tasks, or other task lists,
displayed below. An asterisk (*) indicates that a task or task list is
required. The columns indicate:
n Go to Task: Navigate to a task that is assigned to you
n Status: Not Started, In Progress, Completed, Execution Frozen, or
Completed with errors
n Predecessor Tasks: If any task or task list has another required task
needed, before it can be completed, the other task is listed as a
Predecessor Task.
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Implementation Project Page
n Assigned To: Displays the user or role to whom the task is assigned
n Notes: If there are notes associated to task, a number is displayed.
Clicking on the number displays the note window
n View Reports: Click the icon View Reports column to see reports.
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Geographies in Fusion HCM
n Geography: Any geographical region with a boundary around it, no matter

what its size, such as Kerala (a state), Russia (a country), San Francisco
(a city), Miami-Dade (a county), or Minato-ku (a ward in the city of Tokyo).
n Geography Type: The name given to a type of geographical region, for
example, a country, state, province, county, or city.
n Geography (or Country) Structure: Defines the structure of the data you
are creating for the country. It specifies the geography types that you must
have for your addresses and territories for that country and how they are
organized. Different countries use different geography types and different
structures. In the U.S. you must include cities and states. In Japan you
must include prefectures, municipalities, districts, and wards.
n Geography Hierarchy or Country Hierarchy: The hierarchy of the
geographies for a country based on the geography structure
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Geography Structure and Hierarchy
Country United Kingdom
Channel
State England Scotland
Islands
Berkshire
County
Newbury
Local Admin
Aldworth
Town
Zip RG8 9RL

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Import Geographies
n To build the geography reference data for a country, you must have the
following:
q The structure
q The geography data itself
n Steps for File based import process:
Prepare data files
Setup
Map fields
Schedule Import
Review And Activate
Monitor Status
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Manage Geographies
Address Cleansing Defined: This is where you enable the Verify Address button for real-
time address verification if you have licensed the Oracle Fusion Data Quality Address
Cleansing module.
Structure Defined: This gives you access to the page where you can create the structure
for each country if you are not importing it from a file.
Hierarchy Defined: Opens t he page where you can enter geography data if you are not
importing it.
Validation Defined: Opens the page where you specify which of the geography types you
are going to be using and how they will be validated both on the user interface and during an
import.
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Enterprise Structure
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n Enterprise: Enterprise is the top structure in Organization model that is used as
a hard partitioning functionality to support multi tenancy (single instance of the
application serving multiple clients together).
n Division: A division refers to a business oriented subdivision within an
enterprise, in which each division organizes itself differently to deliver products
and services or address different markets.
n Business Unit: A business unit can process transactions on behalf of many legal
entities.
n Legal Entity: A Legal Entity is an entity identified and given rights and
responsibilities under Commercial Law, through the registration with the
countrys appropriate authority.
q Right to own property
q Right to trade
q Responsibility to repay debt and comply with Labor Law
q Responsibility to account for themselves to company regulators, taxation authorities, and owners
according to rules specified in the relevant legislation.
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n Legal Entities will be created via XLE (Legal Entity Configurator) UI and can be marked
as PSU (Payroll Statutory Unit) or Legal Employer classification.
n Legal Employer: It is the employer from HR law stand point. It will only contain HR
related information and not payroll tax information. Foe each legal employer created via
XLE, a corresponding Organization Unit gets created in HCM
n Payroll Statutory Unit: Legal entity can be marked as Payroll Statutory Unit also.
Using PSU we can group multiple legal employers so that statutory calculations can be
performed at this level. A legal employer can only belong to one PSU and PSU is the
highest level of the aggregation for the person. For each PSU created via XLE, a
corresponding Organization Unit gets created in HCM with PSU as a classification.
While creating Legal Entity marked as Legal Employer, Parent PSU has to be entered.
So while creating payroll relationship this Parent PSU would be employees relevant
PSU which is associated with employees legal employer.
n Tax Reporting Unit: Tax Reporting unit groups employee records so that they can be
reported together for tax or other purposes. To create a TRU, users will need to enter
registration information via XLE. Each time a Legal Entity is created in XLE, a primary
Legal Reporting Unit is also created. Users have the option to define additional Legal
Reporting Units if required and there is a parent/ child relationship27between Legal Entity
and Legal Reporting Units.
n HR Reports would be based on legal employers and reporting establishments within a legal
employer. For Payroll Reports TRUs would be used, as PSU is an employer from Payroll
perspective. TRU would be directly linked to the persons terms and assignments via deduction
cards.
n Reporting Establishment: This organization unit is used for reporting other than the tax and
social insurance reporting. If TRU is also a reporting establishment then create reporting
establishment by selecting existing TRU.
n Department: A Department can be any organization to which workers are assigned e.g. HR
Department, IT Department etc.
n Disability Organization: It is an external organization that has been authorized to assess
disabilities within the companys workforce.
n Legislative Data Group: An LDG defines the payroll and related data partition context for a
user allowing customers to partition their Payroll data. A user can partition payroll data at a
level that is relevant to their enterprise, i.e. at one of the following:
q PSU Level
q Country Level
q Level between PSUs and Country

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n External Organizations:
Legal Authority
Registration
Legislative Category
Jurisdiction
Create Enterprise Structure :

-Using ESC(Enterprise Structure Configurator)
- Manually create each unit
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Enterprise Example : INDIA
Enterprise (ABC Pvt

Ltd)
Legislative Data Jurisdiction (India

Group India Income Tax Dept)
Legislative
Legal Entity (LEMP/PSU) Registration (PAN Category (Income
ABC India Pvt. Ltd. No) Tax Law)
Legal Authority
(Income Tax
Tax Reporting Unit Tax Reporting Unit Office)
(ABC Hyderabad) (ABC Bangalore)
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Enterprise Structure in Fusion HCM
n Enterprise Structures Configurator (ESC) is an interview-based
Configuration tool that guides you through the configuration of your
enterprise structures. Use the ESC as part of your set up to define the
organization structures of the enterprise.
n This interview enables you to create the divisions, legal entities,
departments, business units and reference data sets within the scope of
your enterprise. The actual organization entities are not created until you
load the configuration.
n Why ESC:
q Create multiple configurations to test multiple scenarios
q Create all the organizational structures together
q View a technical and visual summary of the configuration/s
q Use the technical summary report to view lists of Legislative Data Groups (LDGs)
and default settings
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ESC Task Flow
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Click on Establish Enterprise Structure
On Manage Enterprise Configuration, Click Create button
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Complete the task flow by providing all the
details for LE, BU, Reference Data sets
etc.
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After providing all the details, click on
Submit button.
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LDGs are created automatically in ESC, with one LDG
created for each location country identified in the
interview. You can see them in the technical summary
report
The ESC does not create departments, you create departments using the Manage
Departments task.
Configure Job & Position to :
To set up additional attributes for jobs and positions
To set up contextual attributes for jobs and positions
Jobs and positions represent roles that enable you to distinguish between tasks
and the individuals who perform those tasks.
Positions offer a well-defined space independent of the person performing the job.
Jobs are a space defined by the person.
A job can be defined globally in the Common Set, whereas a position is defined within
one business unit.
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Employment Model
n There two types of employment model-two tier employment model and
three tier employment model
n Two-tier employment model comprises two type of entities which are work
relationship and assignments
n Single assignment, single assignment with contract, multiple assignments
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Employment Model
n In legal employers where employment terms are used, employee work
relationships have at least one set of employment terms.
n Employment terms are not valid for contingent workers.
n The three-tier employment model comprises three types of entities, which
are work relationships, employment terms, and assignments.
n Users can include contract details in employment terms
Three Tier Options
n Single Employment Terms with Single Assignment
n Single Employment Terms with Multiple Assignments
n Multiple Employment Terms with Single Assignment
n Multiple Employment Terms with Multiple Assignments
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Examples of Primary Industries and
recommended workforce setup
n Retail Trade: Positions
n Utilities: Positions
n Educational Services: Positions
n Public Transportation: Positions
n Construction: Jobs
n Management of Companies and Enterprises: Jobs
n Arts, Entertainment, and Recreation: Jobs
n Finance and Insurance: Jobs
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Determine Job and Position Usage
n 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.
n 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.
n For example, if a person leaves your company, do you typically:
q Rehire into the same role?
q Use the head count and hire to a different job?
q Create a different post?
n Job Attributes Example :
Job Name Job Type Job Level

HR Specialist Consultant 4
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Determine Job and Position Usage
n Jobs are typically used without positions by service industries where
flexibility and & organizational changes are key features.
Examples are : Information, Construction, Finance and Insurance, Technical
Service, Accommodation and Food Services etc.
n Positions are used when

n Head counts must be maintained
n Approval Rules and budgeting are detailed
n Turnover is high
Examples are: Retail, Mining, Manufacturing, Utilities Industries etc.
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Legal Jurisdictions Overview
n Jurisdiction is where a particular piece of legislation applies, perhaps group
of countries, country, state, county, or parish. French Labor Law,
Singapore Transactions Tax Law, and US Income Tax Laws are examples
of particular legislation that apply to legal entities operating in different
countries' jurisdictions.
Types of jurisdictions are:
n Identifying Jurisdiction
n Income Tax Jurisdiction
n Transaction Tax Jurisdiction
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Jurisdictions
Identifying Jurisdiction
An identifying jurisdiction is the first jurisdiction you must register with to be
allowed to do business in a country.
Income Tax Jurisdiction
Income tax jurisdictions impose taxes on your financial income generated by
all your entities within their jurisdiction
Transaction Tax Jurisdiction
Tax jurisdictions and their respective rates are provided with transactions
from the suppliers, and require periodic maintenance
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FUSION HCM-

n Geographies in Fusion HCM

Oracle Fusion Global Human Resources

Oracle Fusion Global Payroll

Oracle Fusion Global Payroll Interface

Oracle Fusion Benefits

Oracle Fusion Workforce Lifecycle Manager

Oracle Fusion Transactional Business Intelligence for Human Capital Management

Oracle Fusion Workforce Predictions

Oracle Fusion Performance Management

Oracle Fusion Workforce Compensation

Oracle Fusion Network at Work

Oracle Fusion Goal Management

Oracle Fusion Talent Review

Oracle fusion Incentive Compensation

n On-premiseWith this deployment option, the customer purchases the

For Fusion Applications implementation we need to perform initial activities that

Application Implementation Manager

Select Offerings and

n Geography: Any geographical region with a boundary around it, no matter

Country United Kingdom

Zip RG8 9RL

q Responsibility to repay debt and comply with Labor Law

q Level between PSUs and Country

Create Enterprise Structure :

Enterprise (ABC Pvt

Legislative Data Jurisdiction (India

On Manage Enterprise Configuration, Click Create button

n Finance and Insurance: Jobs

Job Name Job Type Job Level

n Positions are used when

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