06 job and position structures esc

Partner Boot Camp - Fusion HCM Global HR

Establish Job and Position Structures using Enterprise Structures Configurator Instructor Guide

August 8, 2013

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CONTENTS

Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator..................................................................1

Objectives.............................................................................................. 1 Overview ............................................................................................... 2 Job and Position Structures ....................................................................... 3 Determine Job and Position Usage.............................................................. 4 Instructor Note: Determine Position and Job Usage ....................................... 5 Define Additional Job and Position Attributes at Enterprise ............................. 6 Instructor Note: Define Additional Job and Position Attributes at Enterprise Level8 Define Contextual Attributes for Jobs and Positions ....................................... 9 Instructor Note: Activity Timing ............................................................... 10 Activity Introduction: Define the Job and Position Structures ........................ 11

Activity Solution: Defining the Job and Position Structures ......................... 12 Establishing Job and Position Structures Review Questions ........................... 14

Establishing Job and Position Structures Review Question 1 ........................ 15 Establishing Job and Position Structures Review Question 2 ........................ 16 Establishing Job and Position Structures Review Question 3 ........................ 17 Establishing Job and Position Structures All Questions and Answers ............. 18

Lesson Highlights .................................................................................. 19

Lesson 1: Establish Job and Position Structures Using Enterprise Structures Configurator

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 1


Objectives

After completing this lesson, you should be able to:

Establish job and position structures


2 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Overview

In this section, you will learn how to:

Determine if you need positions as well as jobs in your enterprise Set up additional attributes for jobs and positions Set up contextual attributes for jobs and positions



Job and Position Structures

This graphic illustrates the process of establishing job and position structures using the Enterprise Structures Configurator. You use a guided process to determine whether you want to use jobs only, or jobs and positions.



Determine Job and Position Usage

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. 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. For example, if a person leaves your company, do you typically:

Rehire into the same role? Use the head count and hire to a different job? Create a different post?

The following screenshot displays the Determine Position Usage page within the Establish Job and Position Structures task in the Enterprise Structures Guided Flow, you can see the 4 train stops that guide you through the job and position setup:

Define Initial Configuration>Establish Job and Position Structures



Instructor Note: Determine Position and Job Usage

Provide an introduction to Jobs and Positions, to distinguish between the two: Job - is a set of roles or duties that your workers perform. Position - is a specific instance of a job in a department for a business unit. Use of jobs or jobs and positions varies by industry and customer requirements. Enterprise Structures Configurator (ESC) helps you with the decision during the implementation. Here are some examples of primary industries and the recommended workforce setup: Retail Trade: Positions Utilities: Positions Educational Services: Positions Public Transportation: Positions Construction: Jobs Management of Companies and Enterprises: Jobs Arts, Entertainment, and Recreation: Jobs Finance and Insurance: Jobs



Define Additional Job and Position Attributes at Enterprise

You can define segments in the position and job flexfields to further identify jobs and positions in the enterprise. For example, define attributes for a job to identify additional details about the job, such as the nature of the work that is performed, or the relative skill level required for the job. If these attributes apply to all jobs in the enterprise, then set up enterprise-level job attributes. This graphic demonstrates how job type and job level provide further details for the HR Application Specialist job.

Set up enterprise-level attributes to identify separate components of the position name. For example, set up an attribute for position title and one for position number. This graphic demonstrates how position title and number provide further details for the manager position.



Defining additional attributes at the enterprise level provides the flexibility to further customize the job and position flexfields. Descriptive flexfields enable you to capture additional information when you create jobs and positions.



Instructor Note: Define Additional Job and Position Attributes at Enterprise Level The graphics demonstrate how you can further define jobs and positions across the enterprise and provides the students with ideas of what type of information they can capture.



Define Contextual Attributes for Jobs and Positions

For jobs, you can define additional job structures for every reference data set defined in ESC. Any attributes you set up at the reference data set level will appear alongside any enterprise-level attributes. For positions, you can define additional position structures for every business unit defined in the ESC. Any attributes you set up at the business unit level will appear alongside any enterprise-level attributes.



Instructor Note: Activity Timing

Approximate Activity Timing: 30 minutes .



Activity Introduction: Define the Job and Position Structures

Background The students will demonstrate their understanding of ESC by configuring jobs and positions using the guided flow. The recommended approach for InFusion Corporation is to use jobs. Define additional job structures to capture information at the enterprise level. Requirements

Use the bold text for the object names, replacing the XX with your initials, as indicated by your instructor

You must have access to Oracle Fusion Application InFusion database or comparable training or test instance at your site, on which to complete this practice.

Activity Scope

1. Select the XX Enterprise Configuration and configure jobs and positions.

2. Accept the recommendation and define additional structures for the job descriptive flexfield at the enterprise level:



Activity Solution: Defining the Job and Position Structures

In this activity, you use ESC to define job structures. Sign in as hcm_impl or hcm_impl1.

Start Here Setup and Maintenance work area, Implementation Project: XX Workforce Deployment page

These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Enterprise Structures for Human Capital Management - Define Initial Configuration.

1. In the Establish Enterprise Structures row, click Go to Task.

Location: Manage Enterprise Configuration page

2. Select the XX Enterprise Configuration row and click Configure Jobs and

Positions. Location: Establish Job and Position Structures: Determine Position Usage page

3. In the Recommended Approach section, select I want to use this option.

4. Click Next.

Location: Establish Job and Position Structures: Define Enterprise Level Attributes page

Information Use the Define Enterprise Level Attributes page to define attributes that apply

to all jobs in the enterprise. You can set up additional details about the job, such as the nature of the work that is performed, or the relative skill level required for the job.

5. On the Enterprise Level Job Attributes section toolbar, click the Add Row icon.

6. In the Sequence field, enter 1.

7. In the Attribute Name field, enter Type.



8. In the Type field, select Text.

9. Click the Add Row icon.

10. In the Sequence field, enter 2.

11. In the Attribute Name field, enter Number.

12. In the Type field, select Number.

13. Click Next. Location: Establish Job and Position Structures: Define Contextual Attributes page

Information Use the Define Contextual Attributes page to define additional job and position structures. You can define additional job structures for every reference data set defined in ESC. For positions, you can define additional position structures for every business unit defined in ESC. Any attributes that you set up at reference data set and business unit levels appear alongside any enterprise-level attributes.

14. Click Next.

Location: Establish Job and Position Structures: Review Definitions page

15. Review the created configuration.

16. Click Submit.

Location: Manage Enterprise Configuration page

17. Click Save and Close.

Location: Implementation Project: XX Workforce Deployment page

In this activity, you learned how to configure jobs and positions in ESC.



Establishing Job and Position Structures Review Questions



Establishing Job and Position Structures Review Question 1

The ESC always recommends to use positions in your workforce setup. 1. True 2. False




You can define additional information for every job and position in the enterprise. 1. True 2. False




After you load the configuration, you can modify the organization setup. 1. True 2. False



Establishing Job and Position Structures All Questions and Answers

1. The ESC always recommends to use positions in your workforce setup.

False The ESC recommends an approach to use jobs and/or positions based on the primary industry and how you manage people. 2. You can define additional information for every job and position in the enterprise.

True 3. After you load the configuration, you can modify the organization setup.

True You can use the individual organization tasks to make any changes or additions to your organizations.



Lesson Highlights

You should have learned how to:

Establish job and position structures

06 job and position structures esc

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