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Oracle Fusion Workforce

Deployment Implementation:

Global Human Resources

Student Guide Volume II

D75489GC10

Edition 1.0

April 2012

D76754

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Copyright 2012,Oracle and/or its affiliates. All rights reserved.

Disclaimer

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may be trademarks of their respective owners.

uthors

Alison Firth

Hema Hardikar

Jyothi Meruva

Megan Wallace

Suzanne Kinkead

Srinivas Vellikad

Technical Contr ibutors

and Reviewer s

Alanda Orozco

Cindy Frakes

Juliette Fleming

Phyllis Simons

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CONTENTS

Lesson 1: Workforce Deployment Course Overview .................... 1

Lesson Objectives ................................................................................... 1

Course Objectives ................................................................................... 2

Course Schedule ...................................................................................... 3

Course Approach ..................................................................................... 4

Hands-On Activities .................................................................................. 5

Oracle Fusion Implementation Resources .................................................... 6

Instructor Demonstration Introduction: Exploring Oracle Fusion Applications Help............................................................................................................. 7

Instructor Demonstration: Exploring Oracle Fusion Applications Help .............. 8

Oracle Fusion Applications Overview .................................................... 11

Oracle Fusion Applications Terminology Foundation .................................... 12

Home Page ........................................................................................... 13

User Interface Shell ................................................................................ 14

Dashboard ............................................................................................ 15

Worklist ................................................................................................ 17

Navigation ............................................................................................ 18

Work Areas ........................................................................................... 19

Recent Items ......................................................................................... 20

Oracle Fusion Applications Terminology .................................................... 21

Data Sharing ....................................................................................... 22

Business Units ..................................................................................... 23

Effective Dates .................................................................................... 24

Oracle Fusion Deployment Options ........................................................... 25

Workforce Deployment Overview .......................................................... 26

Workforce Deployment ........................................................................... 27

Oracle Fusion Human Capital Management (HCM) Overview ........................ 29

Lesson 2: Getting Started with an Implementation ................... 31

Objectives ............................................................................................. 32

Overview of Getting Started .................................................................. 33

Getting Started Highlights ..................................................................... 36

Lesson 3: Introducing Functional Setup Manager ..................... 37

Objectives ............................................................................................. 37

Lesson Agenda ...................................................................................... 38

Overview of the Functional Setup Manager ........................................... 39

Offerings, Options and Features ............................................................... 40

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Implementation Job Roles ....................................................................... 41

Implementation Task Flow ...................................................................... 43

Functional Setup Manager Terminology ..................................................... 45

Browsing and Configuring Offerings ...................................................... 46

Gathering Implementation Requirements for Offerings ................................ 47

Using the Getting Started Page ................................................................ 49

Viewing FSM Provided Reports and Documents .......................................... 51

Demonstration: Browsing Offerings .......................................................... 52

Configuring Offerings .............................................................................. 54

Overview of Implementation Projects ................................................... 55

Implementation Manager Responsibilities .................................................. 56

Understanding the Implementation Project Page ........................................ 57

Adding Resources to an Implementation Project and Assigning Tasks ........... 59

Viewing Task List and Task Reports .......................................................... 61

Performing Setup Tasks ........................................................................ 63

Performing Setup Tasks Flow ................................................................... 64

Viewing and Performing Assigned Implementation Projects and Tasks .......... 65

Completing Tasks in the Appropriate Sequence .......................................... 66

Creating a Workforce Deployment Implementation Project Activity...... 67

Activity Solution: Creating an Implementation Project ................................ 68

Lesson Highlights .................................................................................. 70

Lesson 4: Defining Common Applications Configuration for HCM71

Importing and Setting Up Geography Reference Data ........................... 71

Objectives ............................................................................................. 71

Address Validation ................................................................................. 72

Geography Model Concepts ..................................................................... 73

Implementation Considerations................................................................ 74

Geography Structure Tips ....................................................................... 75

Do I Enter Data or Import It? .................................................................. 76

The Manage Geographies Page ................................................................ 77

Sample Data and Procedures on Oracle Support ........................................ 79

File-Based Import Process Overview ......................................................... 80

Analyzing Attribute Mapping .................................................................... 82

Import Steps ......................................................................................... 83

Importing the Geography Structure for a Country ...................................... 85

Activity: Importing Geography Structure for a Country ............................... 87

Activity Solution: Importing Geography Structure for a Country ................... 88

Importing the Geography Hierarchy ......................................................... 91

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Understanding the Geography Hierarchy Data Import File ........................... 92

Activity: Importing Geography Hierarchy Data for a Country ....................... 93

Activity Solution: Importing Geography Hierarchy Data for a Country ........... 94

Setting Up Validation .............................................................................. 98

Activity: Setting Up Validation for the Country You Imported ...................... 100

Activity Solution: Setting Up Validation for the Country You Imported ......... 101

Activity: Verifying Your Geography Import ............................................... 103

Activity Solution: Verifying Your Geography Import ................................... 104

Importing Geography Reference Data Lesson Highlights ............................ 106

Importing and Setting Up Geography Reference Data: Quiz ........................ 107

Quiz 1 ............................................................................................... 107

Quiz 2 ............................................................................................... 108

Quiz 3 ............................................................................................... 109

Quiz 4 ............................................................................................... 110

Quiz 5 ............................................................................................... 111

Quiz 6 ............................................................................................... 112

Quiz 7 ............................................................................................... 113

Define Custom Enterprise Scheduler Jobs ........................................... 114

Objectives ............................................................................................ 115

Manage Job Definitions .......................................................................... 116

Manage List of Values Sources ................................................................ 117

Reference Resources ............................................................................. 118

Highlights ............................................................................................ 119

Define Enterprise Structures ............................................................... 120

Objectives ............................................................................................ 120

Establishing Enterprise Structures Using Enterprise Structures Configurator . 121

Overview ........................................................................................... 121

What is the HCM Configuration Workbench? ........................................... 122

What are the Benefits of Using the HCM Configuration Workbench? ........... 123

Enterprise Structure Components ......................................................... 124

Enterprise and Divisions ...................................................................... 125

Creating Legal Entities Using ESC ......................................................... 127

Enterprise Configuration Using ESC ....................................................... 128

Creating Business Units in ESC: Key Concepts ........................................ 129

Creating Reference Data Sets in ESC ..................................................... 131

Establish Enterprise Structures using ESC Quiz ....................................... 132

Quiz 1 ................................................................................................................. 133

Quiz 2 ................................................................................................................. 134

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Quiz 3 ................................................................................................................. 135

Quiz 4 ................................................................................................................. 136

Activity Introduction: Define the Enterprise Configuration Part 1 ............... 137

Activity: Establishing Enterprise Structures .............................................................. 138

Establishing Enterprise Structures .......................................................................... 140

Establishing Job and Position Structures Using Enterprise Structures Configurator.......................................................................................................... 147

Overview ........................................................................................... 147

ESC Overview .................................................................................... 148

Determine Job and Position Usage ........................................................ 149

Define Additional Job and Position Attributes at Enterprise ....................... 150

Define Contextual Attributes for Jobs and Positions ................................. 152

The ESC Process ................................................................................. 153

Review and Load Configuration ............................................................. 154

Establishing Job and Position Structures Quiz ......................................... 155

Quiz 1 ................................................................................................................. 156

Quiz 2 ................................................................................................................. 157

Quiz 3 ................................................................................................................. 158

Activity Introduction: Define the Enterprise Configuration Part 2 ............... 159

Activity: Defining the Job and Position Structures ..................................................... 159

Defining the Job and Position Structures ................................................................. 160

Activity: Reviewing the Enterprise Configuration ...................................................... 162

Defining Legal Jurisdictions and Legal Authorities for HCM .......................... 163

Legal Jurisdictions Overview ................................................................. 164

Legal Authorities Overview ................................................................... 165

Legislative Data Groups Overview ......................................................... 166

Defining Legal Entities for HCM ............................................................... 168

Legal Entities Overview ....................................................................... 168

Legal Entity Considerations .................................................................. 170

Legal Entity and its Relationship to Divisions .......................................... 171

Legal Entity and its Relationship to Worker Assignments and Legal Employer172

Legal Entity and Payroll Reporting ......................................................... 173

Legal Entity and Legal Reporting Units ................................................... 174

Legal Reporting Units Overview ............................................................ 175

Activity Introduction: Defining a New Legal Entity ................................... 176

Defining a Legal Address ....................................................................................... 179

Defining a Legal Entity .......................................................................................... 180

Define Enterprise Structures Highlights .................................................... 182

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Define Workforce Structures ............................................................... 183

Objectives ............................................................................................ 183

Workforce Structures Task List ............................................................... 184

Defining Enterprise HCM Information ....................................................... 185

Work Day Information ......................................................................... 185

Worker Number Generation .................................................................. 186

Person-Name Languages ..................................................................... 187

Employment Model ............................................................................. 188

Types of Employment Models ................................................................................. 188

Three-Tier Employment Models .............................................................................. 189

Three-Tier Employment Models Explained ................................................................ 191

Three-Tier Employment Model Example ................................................................... 192

Two-Tier Employment Models ................................................................................ 193

Two-Tier Employment Models Explained .................................................................. 194

Two-Tier Employment Model Example ..................................................................... 195

Using the Two-Tier Employment Model .................................................................... 196

Using the Three-Tier Employment Model ................................................................. 197

Employment Terms Override ................................................................................. 198

Defining Enterprise HCM Information Quiz ............................................. 199

Quiz 1 ................................................................................................................. 199

Quiz 2 ................................................................................................................. 200

Quiz 3 ................................................................................................................. 201

Quiz 4 ................................................................................................................. 202

Quiz 5 ................................................................................................................. 203

Quiz 6 ................................................................................................................. 204

Actions and Action Reasons .................................................................... 205

Demo: Creating Actions and Action Reasons ............................................. 206

Defining Locations ................................................................................. 208

Locations ........................................................................................... 208

Demo: Managing Locations .................................................................. 210

Activity: Creating a Location ................................................................ 212

Creating a Location ............................................................................................... 213

Defining HCM Organizations ................................................................... 215

Overview ........................................................................................... 215

HCM Organizations .............................................................................. 216

Multiple Classifications ......................................................................... 217

Review Enterprise Configuration ........................................................... 218

Trees and HCM Trees .......................................................................... 219

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Organization Trees and ESC ................................................................. 220

Defining HCM Organizations Quiz .......................................................... 221

Quiz 1 ................................................................................................................. 222

Quiz 2 ................................................................................................................. 223

Quiz 3 ................................................................................................................. 224

Activity Introduction: Creating Organizations ......................................... 225

Creating a Division ............................................................................................... 226

Creating a Department.......................................................................................... 227

Creating a Business Unit ....................................................................................... 228

Define Workforce Structures Highlights .................................................... 230

Define Grades, Jobs, Positions, and Worker Directory ......................... 231

Objectives ............................................................................................ 231

Grades, Jobs, and Positions Setup and Maintenance .................................. 232

Defining Grades .................................................................................... 234

Grades .............................................................................................. 235

Grade Steps ....................................................................................... 236

Grades and Sets ................................................................................. 237

How Grades Work with Jobs and Positions .............................................. 238

How Grades Work with Assignments and Employment Terms ................... 239

Activity: Creating a Grade .................................................................... 240

Defining Grade Rates ............................................................................. 243

Grade Rate Values .............................................................................. 244

Lookups for Grade Rates ...................................................................... 245

Adding Rates to Grades ....................................................................... 246

Grade Rates Example 1 ....................................................................... 247

Grade Rates Example 2 ....................................................................... 248

How Grades, Rates, Sets, and Legislative Data Groups Work Together ...... 249

How Grades and Grade Rates Work with Compensation and Payroll .......... 251

Activity: Creating a Grade Rate ............................................................ 252

Defining Grade Ladders ......................................................................... 254

Grade Ladders .................................................................................... 255

Ladders with Grades ........................................................................... 256

Ladders with Steps ............................................................................. 257

Activity: Creating a Grade Ladder ......................................................... 258

Examples of Grades, Rates, and Ladders .................................................. 262

Grades with Steps............................................................................... 263

Grades Without Steps .......................................................................... 264

Grades with Rate Ranges ..................................................................... 266

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Grades with Hourly Amounts ................................................................ 267

Defining Jobs and Job Families................................................................ 268

Lookups for Jobs ................................................................................. 269

Basic Details ...................................................................................... 270

Benchmark and Progression Information ................................................ 271

Grades .............................................................................................. 272

Evaluation Criteria .............................................................................. 273

Job Families ....................................................................................... 274

How Jobs and Positions Work with Profiles ............................................. 275

Activity: Creating a Job ....................................................................... 276

Defining Positions ................................................................................. 279

Lookups for Positions .......................................................................... 280

Positions Example: Retail Industry ........................................................ 281

Position Details ................................................................................... 283

Position Trees ..................................................................................... 284

Activity: Creating a Position ................................................................. 285

Defining Worker Directory ...................................................................... 287

Define Worker Directory Task List ......................................................... 287

Maintaining Person Keywords ............................................................... 288

Person-Record Keyword Searches ......................................................... 289

Date-Effective Keyword Searches.......................................................... 290

Search Relevance Profile Options .......................................................... 291

Quiz .................................................................................................... 292

Quiz 1 ............................................................................................... 293

Quiz 2 ............................................................................................... 294

Quiz 3 ............................................................................................... 295

Activity Introduction: Workforce Structures .............................................. 296

Instructor Demo: Activity Setup ........................................................... 297

Activity Solution: Hiring an Employee to Test the Setup ........................... 298

Define Grades, Jobs, Positions, and Worker Directory Highlights ................. 300

Define Workforce Profiles ................................................................... 301

Objectives ............................................................................................ 301

Profile Management Setup and Maintenance ............................................. 302

Describe Oracle Fusion Profile Management .............................................. 304

Profile Management Terminology .......................................................... 305

Oracle Fusion Profile Management Integrations ...................................... 306

Configure Talent Profile Settings ............................................................. 308

Profile Management Lookups ................................................................ 309

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Profile Management Notifications .......................................................... 311

Profile Management Descriptive Flexfields .............................................. 312

Set Up Talent Profile Content .................................................................. 313

Content Library .................................................................................. 314

Content Types .................................................................................... 315

Free-Form Content Types .................................................................... 317

Content Type Properties ...................................................................... 318

Content Type Relationships .................................................................. 319

Content Subscribers ............................................................................ 320

Demonstration Introduction: Content Types ........................................... 321

Content Items .................................................................................... 322

Demonstration Introduction: Content Items ........................................... 323

Educational Establishments .................................................................. 324

Demonstration Introduction: Educational Establishments ......................... 325

Rating Models..................................................................................... 326

Rating Model Components .................................................................... 327

Rating Models and Model Profiles .......................................................... 328

Demonstration Introduction: Rating Models............................................ 329

Set Up Talent Profiles ............................................................................ 330

Profile Types ...................................................................................... 331

Profile Type Components ..................................................................... 332

Summary Text ................................................................................... 334

Demonstration Introduction: Profile Types ............................................. 335

Instance Qualifier Sets ........................................................................ 336

Settings for Qualifier Sets .................................................................... 337

Demonstration Introduction: Instance Qualifier Sets ............................... 338

Demonstration Introduction: Where Instance Qualifier Sets Are Used ........ 339

Activity Introduction: Creating a New Content Type and Items ................... 340

Creating a New Content Type ............................................................... 343

Creating Content Items ....................................................................... 344

Adding a New Content Type to the Person Profile Type ............................ 346

Example of Adding the Content Section to a Profile ................................. 349

Talent Profile Content Quiz ..................................................................... 351

Quiz 1 ............................................................................................... 352

Quiz 2 ............................................................................................... 353

Quiz 3 ............................................................................................... 354

Quiz 4 ............................................................................................... 355

Quiz 5 ............................................................................................... 356

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Define Workforce Profiles Highlights ........................................................ 357

Define Security for HCM ...................................................................... 358

Objectives ............................................................................................ 358

HCM Security Setup and Maintenance ...................................................... 359

Roles ................................................................................................... 360

Role-Based Access Control ................................................................... 360

Roles Assigned to Users ....................................................................... 362

Role Types ......................................................................................... 363

Abstract Roles .................................................................................... 364

Data Roles ......................................................................................... 365

Job Roles ........................................................................................... 366

Duty Roles ......................................................................................... 368

Data Security ....................................................................................... 370

HCM Security Profiles .......................................................................... 370

Security Profiles in HCM Data Roles ....................................................... 371

Data Role Templates ........................................................................... 373

Predefined Security ............................................................................... 374

The Security Reference Implementation ................................................ 374

Users and Role Provisioning .................................................................... 375

User Accounts .................................................................................... 375

Provisioning Roles to Users .................................................................. 376

Managing Security ................................................................................ 378

Managing Security Using HCM .............................................................. 378

Managing Security Using OIM ............................................................... 379

Managing Security Using APM ............................................................... 380

Quiz: Define Security for HCM ................................................................ 381

Lesson Topic: Quiz 1 ........................................................................... 381



Define Security for HCM Highlights .......................................................... 384

Define Data Security for HCM .............................................................. 385

Objectives ............................................................................................ 385

Describe HCM Data Security ................................................................... 386

HCM Secured Objects .......................................................................... 386

Granting Access to HCM Secured Objects ............................................... 387

HCM Security Profiles .......................................................................... 388

HCM Security Profile Types .................................................................. 389

Predefined HCM Security Profiles .......................................................... 390

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Provisioning Roles Immediately ............................................................ 435

Provisioning Roles to Other Users ......................................................... 436

Activity: Role Mapping to Provision Roles to Other Users .......................... 437

Activity Solution: Role Mapping to Provision Roles to Other Users ............. 439

Requesting Roles ................................................................................ 441

Activity: Role Mapping for Self-Requestable Roles ................................... 442

Activity Solution: Role Mapping for Self-Requestable Roles ...................... 444

Role-Provisioning Strategies ................................................................. 446

Quiz: Define Data Security for HCM ......................................................... 447









Define Data Security for HCM Highlights .................................................. 455

Define Approval Management for HCM ................................................ 456

Objectives ............................................................................................ 456

Approval Management Overview ............................................................. 457

HCM Approvals Setup and Maintenance ................................................... 459

Managing Task Configurations for Human Capital Management ................... 460

Event Driven Tab ................................................................................ 461

Data Driven Tab ................................................................................. 464

List Builders ....................................................................................... 466

Maintaining the Manager Hierarchy ......................................................... 467

Participant Actions in the Predefined Approval Policies ............................... 468

Notifications in the Predefined Approval Policies ........................................ 469

Managing Approval Groups ..................................................................... 470

Activity: Reviewing Predefined Approval Policies for a Task ........................ 472

Activity Solution: Reviewing Predefined Approval Policies for a Task ............ 474

Define Approval Management for HCM Highlights ...................................... 477

Lesson 5: Defining Common HCM Configuration ...................... 479

Define Workforce Records ................................................................... 479

Objectives ............................................................................................ 479

Define Workforce Records Task List ......................................................... 480

Defining Availability ............................................................................... 481

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How Worker Availability Is Determined .................................................. 481

Primary Work Schedules ...................................................................... 483

Calendar Events ................................................................................. 485

Calendar Event Categories ................................................................... 486

Demo: Managing Calendar Events ......................................................... 487

Demo: Managing Work Schedules ......................................................... 488

Defining Availability Quiz ..................................................................... 490

Instructor Note: All Quizzes and Answers ................................................................ 490

Quiz 1 ................................................................................................................. 491

Quiz 2 ................................................................................................................. 492

Quiz 3 ................................................................................................................. 493

Quiz 4 ................................................................................................................. 494

Creating and Assigning a Work Schedule Activity .................................... 495

Creating a Calendar Event Category ....................................................................... 496

Creating a Calendar Event ..................................................................................... 496

Creating Shifts ..................................................................................................... 498

Creating a Workday Pattern ................................................................................... 499

Creating a Work Schedule ..................................................................................... 501

Assigning a Work Schedule to a Department ............................................................ 502

Adding an Exception to an Employee Work Schedule ................................................ 503

Defining Person Record Values ................................................................ 506

Define Person Record Values Task List ................................................... 506

Person Types...................................................................................... 507

Person Name Formats ......................................................................... 509

Person Lookups .................................................................................. 511

Defining Employment Record Values........................................................ 512

Define Employment Record Values Task List ........................................... 512

Assignment Statuses ........................................................................... 513

Key Decisions for Enforcing Grades at Assignment Level .......................... 514

Employment Lookups .......................................................................... 515

Defining Documents .............................................................................. 516

Defining Documents Task List ............................................................... 516

Document Types and Categories ........................................................... 517

Demo: Creating a Document Type ........................................................ 518

Defining Workforce Records Quiz ............................................................ 519

Quiz 1 ............................................................................................... 519

Quiz 2 ............................................................................................... 520

Quiz 3 ............................................................................................... 521

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Quiz 4 ............................................................................................... 522

Defining Workforce Records Highlights ..................................................... 523

Define Workforce Business Processes and Events ............................... 524

Objectives ............................................................................................ 524

Define Workforce Business Processes and Events Task List ......................... 525

Defining Checklists ................................................................................ 526

How Can I Create and Track Standard Tasks .......................................... 526

Checklist Template Components ........................................................... 527

Creating a Checklist Template Activity ................................................... 528

Activity Solution: Creating a Checklist Template ....................................................... 530

Checklist Template Allocation ............................................................... 533

Defining Checklists Quiz ...................................................................... 534

Quiz 1 ................................................................................................................. 534

Quiz 2 ................................................................................................................. 535

Quiz 3 ................................................................................................................. 536

Quiz 4 ................................................................................................................. 537

Defining HCM Events ............................................................................. 538

Key Decisions for Events ...................................................................... 538

Key Components of the Event Model ..................................................... 539

Defining Workforce Business Processes and Events Highlights .................... 540

Lesson 6: Define Absences ...................................................... 541

Objectives ........................................................................................... 541

Overview ............................................................................................. 542

Demo: Recording an Absence ................................................................. 542

Instructor Note: Define Absences Task List............................................... 544

Tasks In the Define Absences Task List .................................................... 545

Absence Types ...................................................................................... 546

Absence Types, Categories, and Reasons ................................................. 547

Defining Absences Overview Quiz ............................................................ 548

Instructor Note: All Quizzes and Answers ............................................... 548

Quiz 1 ............................................................................................... 549

Quiz 2 ............................................................................................... 550

Defining General Absences .................................................................. 551

Absence Lookups .................................................................................. 552

Absence Value Sets and Descriptive Flexfields .......................................... 553

Defining General Absences Quiz .............................................................. 554

Instructor Note: All Quizzes and Answers ............................................... 554

Quiz 1 ............................................................................................... 555

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Key Decisions for Absence Lookups and Flexfields ..................................... 556

Defining Absence Plans ....................................................................... 557

Manage Absence Types .......................................................................... 558

Absence Types and Absence Elements ................................................... 558

Absence Balance Maintenance .............................................................. 560

Absence Recording at Person Or Assignment Level .................................. 561

Absence Duration Calculation ............................................................... 562

Absence Processing in Payroll Runs ....................................................... 564

Absence Entries in Statement of Earnings .............................................. 565

Demo: Managing Absence Elements ...................................................... 566

Demo: Managing Absence Types........................................................... 567

Key Decisions for Absence Types .......................................................... 569

Managing Absence Types Quiz .............................................................. 570


Quiz 1 ................................................................................................................. 571

Quiz 2 ................................................................................................................. 572

Quiz 3 ................................................................................................................. 573

Quiz 4 ................................................................................................................. 574

Quiz 5 ................................................................................................................. 575

Creating an Absence Element and Absence Type Activity ......................... 576

Creating an Absence Category and Accrual Category ................................................ 578

Creating an Absence Element ................................................................................ 579

Creating an Absence Type ..................................................................................... 581

Test Your Setup by Recording an Absence ............................................................... 582

Manage Accrual Plans ............................................................................ 584

Key Terminology in Accrual Plans .......................................................... 584

Components That Comprise an Accrual Plan ........................................... 585

Accrual Start Date Rules for New Hires .................................................. 586

Accrual Term Type .............................................................................. 587

Accrual Ineligibility Period .................................................................... 588

Accrual Formulas ................................................................................ 589

Gross Accrual Maintenance .................................................................. 590

Accrual Bands .................................................................................... 591

Net Accrual Calculation ........................................................................ 592

Demo: Managing Accrual Plans ............................................................. 593

Components That an Accrual Plan Generates .......................................... 595

Key Decisions for Accrual Plans............................................................. 596

Managing Accrual Plans Quiz ................................................................ 597

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Quiz 1 ................................................................................................................. 599

Quiz 2 ................................................................................................................. 600

Quiz 3 ................................................................................................................. 601

Quiz 4 ................................................................................................................. 602

Quiz 5 ................................................................................................................. 603

Creating an Accrual Plan Activity ........................................................... 604

Creating an Accrual plan ....................................................................................... 605

Test Your Setup by Enrolling an Employee in an Accrual Plan ..................................... 607

Defining Absences Highlights .............................................................. 608

Lesson 7: Appendix ................................................................. 611

Define Help Configuration ................................................................... 612

Objectives ............................................................................................ 613

Set Help Options ................................................................................... 614

Set Help Options Demonstration ........................................................... 615

Assign Help Text Administration Duty ...................................................... 616

Manage Help Security Groups ................................................................. 617

Manage Help Security Groups Demonstration ......................................... 618

Reference Resources ............................................................................. 619

Highlights ............................................................................................ 620

Define Flexfields.................................................................................. 621

Flexfield Concepts ................................................................................. 622

Value Sets ........................................................................................... 626

Descriptive Flexfields ............................................................................. 628

Extensible Flexfields .............................................................................. 629

Extensible Flexfield Example ................................................................ 630

Key Flexfields ....................................................................................... 632

Tips for Managing Key Flexfields ........................................................... 634

Flexfield Implementation Flow ................................................................ 635

Flexfield Reference Resources ................................................................. 637

Define Profile Options ......................................................................... 638

Profile Options ...................................................................................... 639

Profile Option Categories ........................................................................ 640

Profile Option Levels and Values ............................................................. 641

Define Lookups ................................................................................... 643

Key Concepts ....................................................................................... 644

Manage Lookups ................................................................................... 646

Define Document Sequences ............................................................... 647

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Document Sequence.............................................................................. 648

Document Sequence Types .................................................................... 649

Document Sequence Categories .............................................................. 650

Document Sequence Assignment ............................................................ 651

Review Question 1 ................................................................................ 652

Review Question 2 ................................................................................ 653

Review Question 3 ................................................................................ 654

Review Question 4 ................................................................................ 655

Oracle Fusion Reporting and Analytics ................................................ 656

Oracle Fusion Watchlist ....................................................................... 657