15 worker directories

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor 1

Maintain Worker Directories

ORACLE FUSION HCM IMPLEMENTATION

PARTNER WORKSHOP

Oracle Fusion Human Capital Management


The following is intended to outline our general product direction. It is intended

for information purposes only, and may not be incorporated into any contract.

It is not a commitment to deliver any material, code, or functionality, and

should not be relied upon in making purchasing decisions.

The development, release, and timing of any features or functionality

described for Oracle’s products remains at the sole discretion of Oracle.

Safe Harbor Statement


The information in this presentation is correct as of the presentation date.

However, Oracle Fusion HCM continues to evolve and software patches are

applied frequently; therefore this information is subject to change.

Check with your Oracle Representative for updates. This content is not

warranted to be error-free.

Content Subject to Change


Objectives

View Gallery Portraits.

Learn About The Simplified UI.

Maintain Worker Directories.

Manage Gallery Portraits.


Person Gallery & Portraits


Person Gallery & Portraits - An Overview

Primary functions of the Person Gallery include:-

Person search.

Workers self-service.

Line manager self-service.

A portrait is a collection of an employee’s personal and

employment information.

The type & quantity of information in the portrait depends on

the security access granted to the person viewing the

portrait.

PERSON GALLERY

PERSON SEARCH

LINE MANAGER SELF SERVICE

WORKER SELF SERVICE

PORTRAITS

FUNCTIONS


Person Search

An equivalent to a corporate directory, where the users can

search for any worker in an enterprise.

From an HR specialist & line manager perspective, a detailed

access is usually available to the records of subordinates or

other people whom the user is responsible.

User can navigate to :-

Specific person’s portrait.

View a graphical org. chart for a person

Initiate actions such as change personal information, initiate

transfer for an employee etc.

Keywords that can be used to search :-

Attributes of a person (first name, last name etc), employment

information, profile records.

** Note Before

a)Search is controlled by the public person security profile.

b)The available actions depend of the security privileges set for the user.


Person Search

Keywords are automatically copied from the originating records into the PER_KEYWORDS table.

If there is any change in any key word attribute (like addition of a new skill or new job title etc) the application raises an

event to that effect. In response to this event, services run a process to make the necessary updates in the

PER_KEYWORDS table.

Most processes are managed automatically to handle required updates. However, under some cases running the

update person search keywords process manually also ensures that necessary changes are copied to the

PER_KEYWORDS table.

**Note Before :-

a) Most changes to the above mentioned table happen automatically, however users would need to run the update person search process regularly as

this does not apply to future dated changes.

b) The likely volume and frequency of the changes required as per the business scenario, will determine how often you need to run the update person search process.

c) When the update person search process is run, the whole PER_KEYWORDS table is refreshed. Hence the best practice would be to run the service at times of low

activity to avoid performance issues.


Person Search

The application searches for keyword values in the following

attributes within a person’s records. Department, Job name & code, Position name & code, Person

name, Primary email, Primary phone, Work location ,Competencies,

Language skills, Licenses & certifications, Educational records,

awards & honors, affiliations, area’s of interest & expertise.

User’s access to a person’s information such as

competencies, language skills etc is restricted to the person’s

line manager.

Keyword indexing:-

All the keywords are copied from the persons records during search

and organized in the PER_KEYWORDS table for faster retrieval.

Most changes occur as the data is copied to ensure that there is no

difference between the source & the indexed values.

**Note Before

a) Restricted information is not searched and is never included in the

search results when the searcher is not a line manager.

b) Depending on when the last update person search keyword process

was run, some very recent changes to the person records may not

appear in the search results.



Scheduling Process & Settings



The process is based on a job, which determines what

options are available and what the process can do.

Users can search the “schedule person” keyword under the

all tasks tab to go to the specific task.

The same process can be used with different parameters

and other settings as required outcomes.

Other settings include options such as schedule, output &

notifications.

Schedule :-

As soon as possible

The default option selected.

Using a schedule:

Enables the user to specify exact dates & times for the

process to run.

User can also set the process to run at specified interval

within a date range.

A saved schedule can also be selected if required.


Output :-

Allows user to define one or more output options.

User can specify the name, layout and format of each

document.

As an optional setting, user can also choose the delivery

destination for the output document. E.g. To send the output

document via email to a user.

Notifications :-

User can select when to receive an email when the process ends.

The option to choose the respective recipients to be notified also

can be chosen.




Running The Update Person Search Process


Running The Update Person Search Process

Users can use the “run person” keyword under setup &

maintenance work area.

(Path : Navigator Tools Setup & Maintenance All tasks)

Upon submission, the application would provide a

process confirmation id which can be used to track the

submitted task. This process can be monitored under the

scheduled process work area.

(Path : Navigator Tools Scheduled Processes )

** Note Before

a)Users can also schedule and run the processes from the schedule

process work area.

b)Most predefined processes are accessible from their own work area or

from the setup & maintenance work area.

c) Users can schedule generic processes can also be accessed from the

schedule work area. This applies for those processes which are not

accessible from their own respective work areas.



Search Relevance Configurations



This option allows the user to control & define the

relationship between the searcher and the search results.

The strength of the relationship for the person performing

the gallery search and each person whose assignment

appears in the search, can determine the order of the

result.

e.g. The stronger the relationship of the assigned task, the closer to

the top the related assignment appears.

Weighting profile options can help the user to change the

weight age applied to the relevant factors.

e.g. In the screenshot given alongside, the location proximity weight

option specifies that it has more weight age as the other options.

The default value is 0.5.

** Note Before

a) To increase the relevance of a factor relative to the others, you simply increase

the weight age and to decrease its relevance you reduce the weight age applied.



Other profile configuration options include :-

Selection History Timeout :-

This option records the number of times a searcher selects a person’s assignment details from a search result during a specified period.

The default option set here is 7 days. This means that all the search results for the period of 7 days will be stored automatically in the application.

Maximum hierarchy Proximity :-

This option helps define and co-relate the searcher’s primary assignment with that of the manager’s hierarchy. The strength of the relationship depends on

their proximity to each other in the hierarchy. The calculation will include a maximum boundary of 4 by default.

Relationship Priority Factor :-

This option allows the searcher to define a specific rating for each search result, which is associated with a default multiplying factor. The default multiplying

factor applied here is 2. If you increase the value then, the application would increase the significance of the searcher’s result as compared to the other

factors defined by the user.



Organization Charts & Self Service Profiles


Organization Charts

From the person search, the user can navigate to a

person’s organization chart.

The organization chart displays the selected person’s

manager and peers in a tree chart format initially.

User’s can choose the matrix chart to display other

manager types in addition to the line manager option

(which is chosen by default)


Select a different view

for e.g. employment or

contact info.

Select a different layout for

the organizational chart for

e.g. tree or circle.

Increase, decrease the number of

levels of display.

View other manager types

for e.g. resource , project

manager etc.

Group by job or

location. Select a person and click

compare to compare the

person with other persons

job , position etc..

Flip the card to see other

views such as employment,

info, contact information etc.


Line Manager Self Service

The organizational chart presents the line manager with a

hierarchical view of people in their respective

organizations.

When respective line managers view the portraits, they

see more detailed information that that is available in the

public version of a worker’s portrait.

Actions available also change when the line manager

views the portraits.


Worker Self Service

The my portrait tab in the person gallery,

contains the most detailed information about a

worker.

It also acts as a launch point for the workers self

service activities.

Maintaining activity details, contact info,

participating and keeping track of social

connections etc are some of the self service

activities which can be accessed.


Portrait Cards There are 16 portrait cards on which the users can perform various actions, they are as under :-

1. Activities & Interests : View & manage personal areas of interest, spaces, web page bookmarks & control the

message board.

2. Availability : View & manage your calendar, paid time off, accrual & absence information.

3. Benefits : View benefit options such as life and wellness options.

4. Career Planning : View & manage career preferences, review career interests based on best fit analysis, review

careers which the user has expressed interest or the suggested career options etc. Respective managers can view

and update the talent ratings for direct reports.

5. Compensation : View salary slips & compa-ratio details.

6. Connections : Invite others to connect with you, so as to build a network, share feedback, bookmarks and other

information.

7. Contact Information : View & update information on how to contact you, work location etc.

8. Current & Completed Tasks : View & act on workforce tasks.


Portrait Cards There are 16 portrait cards on which the users can perform various actions, they are as under :-

9. Development & Growth : Compare your competencies with the required competencies of a job, view & add

performance and developmental goals.

10. Employment : View employment details such as assignment status, HR manager’s information, duration of

employment etc.

11. Experience & Qualifications : View & update skills, qualifications, view performance ratings for the last 3 years,

set goal completion rate & maintain personal work requirements.

12. Kudos : View & manage feedback received or given

13. Network Activities : Track & trace activities for users within your work region.

14. Payroll : View pay information, manage payment methods to handle payments to a particular bank account.

15. Personal & Employment : Maintain personal & official document information.

16. User Account Details : View current assigned roles & requests made.

** Note Before

a) All portrait cards may not be visible to all users. Hiding portrait cards or actions is handled by creating custom duties & roles. This point will be covered in detail in the

Define Security for HCM lesson


Activity # 1:-

Activity : Line manager self service.

Time : 10 minutes.

SG Page No : 25

Activity # 2:-

Activity : Worker self service.

Time : 10 minutes.

SG Page No : 29

Lab Session


Simplified User Interface -

Overview


Simplified User Interface - Overview

The simplified user interface is available in addition

to the Fusion Desktop UI, which operates on many

devices such as tablets, iPads etc.

This UI has reduced featured & is focused on

providing with the most common tasks used.

The data & data model present are the same as in

Fusion, but the overall presentation is changed.


Simplified User Interface – Directory & Person Search

Using the directory page the user can :-

View organization charts, which is based on the line

manager’s hierarchy defined in the person’s

assignment.

Search & select people, view their public portraits etc.

View your portrait either by selecting yourself un the

organization chart or search for and select yourself

using the search results.

** Note Before

a) The advance search button navigates to the Fusion Person Search advanced search page. The search is based on the same PER_KEYWORDS table that is used in the

person gallery search within the Fusion Desktop UI.


Simplified User Interface – Personal Information

Using the personal information page the user can :-

View & update contact & biographical information,

personal contacts & documents of record.

View benefits plans, benefits cost, dependants &

beneficiaries.

View pay slips & manage payment methods.

View salary & compensation information & navigate to

the advanced search options.


Simplified User Interface – Line Manager Functions

Users having the line manager role mapped can see

the following additional icons :-

My Team : - Managers can view the portraits of their

direct and indirect reports, initiate actions for their

workers, access reports, analytics.

Team Compensation : - View salary & compensation

details of their workers, access analytics, and navigate

to the advanced search options.

Team Talent : - View performance & goal information for

their workers.


Simplified User Interface – Notification Settings

Using the notifications page, users can view their

notifications and take necessary actions.

Users having the Human Resources (HR) Specialist

role can access the settings page to modify the

appearance settings and create announcements.


Activity # 3:-

Activity : Changing your personal information.

Time : 10 minutes.

SG Page No : 45

Activity # 4:-

Activity : Browsing the directory.

Time : 10 minutes.

SG Page No : 49

Activity # 5:-

Activity : Managing the team.

Time : 10 minutes.

SG Page No : 53

Lab Session


Managing Gallery Portraits


Managing Gallery Portraits- Overview

By accessing this view, the user can perform the

following tasks :-

Configure public portraits.

Managing the portrait cards display.

Managing gallery administrative messages.

Users can navigate to the task via the setup &

maintenance work area.

Workforce Deployment Define Common HCM Configuration Define

Workforce Records Manage Gallery Portrait.


Managing Gallery Portraits Tasks

Configuring the public portrait : -

Users can specify which portrait user can see and some types of portrait information by

the users. One can also specify whether the users can change the settings in their

respective portraits using this work area.

Managing the portrait card display : -

This task is provided as a debugging tool for Oracle development, to identify and resolve

issues with respect to portrait cards. Instead implementers can use the public portrait

settings and restrict users from seeing certain portrait information by default.

For e.g. You can allow the portrait users to see the social network portrait card, but only

the person’s manager to view the skills & qualifications.

** Note Before

a) Implementers please take note that access to the manage portrait card display task should be

restrictive. This task should be accessed only at the direction of Oracle Development only.

b) Hiding cards or actions using the portrait is done by creating custom roles & duties, which will be

discussed in detail in the Define security for HCM lesson.

c) Implementers should note not to allow users to control portrait settings. Access to such activities

should be given to the workers line manager.



Managing Administrative Messages : -

Users can use this work area to manage custom gallery

messages to alert portrait users of events & tasks to be

completed.

These custom messages appear in the portraits for the

people affected by the specified event. These messages can

also be used as notifications to inform if a specific workers

availability gets affected by any means.

The messages are controlled using from/to dates & specific

times. Hence they appear only for the specified duration

alone. For e.g. The sales team has relocated to another

building two weeks ago. You want to notify the other affected

participants about this for a specific duration.

When such messages are created, the target department &

target location become mandatory. These messages

disappear from the user portraits upon expiration.

If this message is intended to affect the entire hierarchy, then

the target organization hierarchy option become mandatory.



Setting Up Calendar Events: -

Calendar events such as public holidays etc where business as usual

patterns of a workforce are likely to be disrupted.

When you select a calendar event category such as a public holiday,

a message for each calendar event in that category appears in the

portraits for the specified duration.

How relevant portraits are depends on whether or not implementers

use the work schedules.

For e.g. St. Stephens day is a public holiday for Germany, but not

France or India. If you select the public-holiday event as a category,

this message would appear on St. Stephens day in the portraits of

workers in the German locations.

This message will not appear for :-

1. Workers in the German location whose primary schedule or

scheduled assignments does not include this calendar event as an

exception.

2. For workers in non affected locations such as India or France.

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