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Oracle HCM Cloud: Using Global Human Resources Activity Guide

D101404GC10

February 2019 | D102288

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Oracle HCM Cloud: Using Global Human Resources – Table of Contents iii

Table of Contents

Practices for Lesson 1: Course Overview ..................................................................................... 5

Practices for Lesson 1: Overview ................................................................................................... 6

Practice Student Numbers and Sign-Ins ......................................................................................... 7

Practices for Lesson 2: Using Global Human Resources ............................................................ 9

Practices for Lesson 2 .................................................................................................................... 10

Practices for Lesson 3: Working with Enterprise and Work Structures ..................................... 11


Practice 3-1: Creating a Location.................................................................................................... 13

Practice 3-2: Configuring a Division ................................................................................................ 14

Practice 3-3: Create a Department ................................................................................................. 15

Practice 3-4: Setting up a Job ......................................................................................................... 16

Practice 3-5: Building a Position ..................................................................................................... 18

Practice 3-6: Building a Position for Synchronization ..................................................................... 20

Practices for Lesson 4: Adding People .......................................................................................... 23


Practice 4-1: Hiring Employees....................................................................................................... 25

Practice 4-2: Hiring Employees for Position Synchronization ......................................................... 27

Practices for Lesson 5: Managing Employment Processes ........................................................ 31


Practice 5-1: Creating Work Relationships ..................................................................................... 33

Practice 5-2: Managing Employment .............................................................................................. 35

Practice 5-3: Terminating Work Relationships ................................................................................ 36

Practices for Lesson 6: Managing Processes ............................................................................... 39


Practice 6-1: Assigning Areas of Responsibility ............................................................................. 41

Practice 6-2: Auto Synchronization of Position Attributes for Employees ...................................... 43

Practices for Lesson 7: Working with Manager Self-Service ....................................................... 45


Practice 7-1: Browsing the Directory .............................................................................................. 47

Practice 7-2: Working with Self-Service for Line Managers ........................................................... 49

Practice 7-3: Transferring Workers for Line Managers ................................................................... 50

Practice 7-4: Promoting Workers .................................................................................................... 52

Practices for Lesson 8: Working with Employee Self-Service .................................................... 55



iv Oracle HCM Cloud: Using Global Human Resources – Table of Contents

Practice 8-1: Resetting Passwords ................................................................................................. 57

Practice 8-2: Using Worker Self-Service ........................................................................................ 59

Practice 8-3: Changing Personal Details ........................................................................................ 61

Practices for Lesson 9: Managing Notifications and Approvals ................................................. 63

Practices for Lesson 9 .................................................................................................................... 64

Practices for Lesson 10: Managing Document Records .............................................................. 65

Practices for Lesson 10: Overview ................................................................................................. 66

Practice 10-1: Adding Documents of Record as Managers ............................................................ 67

Practice 10-2: Adding Documents of Record as Employees .......................................................... 68

Practices for Lesson 11: Using Checklists with Onboarding ...................................................... 69

Practices for Lesson 11: Overview ................................................................................................. 70

Practice 11-1: Reviewing Onboarding Tasks for a New Hire ......................................................... 71

Practices for Lesson 12: Course Summary ................................................................................... 75

Practices for Lesson 12 .................................................................................................................. 76

Appendix A: Instructor Demonstrations ........................................................................................ 77

Instructor Demonstration L6-1: Configuring Seniority Dates .......................................................... 78

Practices for Lesson 1:

Course Overview


6 Practices for Lesson 1: Course Overview

Practices for Lesson 1: Overview

Practices Overview

This practice provides you with your student number as well as your worker sign-ins.


Practices for Lesson 1: Course Overview 7

Practice Student Numbers and Sign-Ins

Overview

Substitute the following information for the placeholders in the practices based on the student

number and corresponding manager and worker sign-ins that your instructor assigns to you:

Student

Identifier

Your.Worker Your.Manager Your.Manager.Manager

A1 Elizabeth Lewis Carol Parry Linda Swift

A2 Patricia Tomlin Henry Jones Michelle Shannon

A3 Julie Peng Frank Pukta Robert Jackman

A4 Patricia Smith

(2nd in the list)

Frank Pukta Robert Jackman

A5 Elizabeth Mavery Jessica Mullen Henry Jones

A6 Janice Demarco Elizabeth Mavery Jessica Mullen

A7 Lindsay Allen Brian Joseph Robert Jackman

A8 Elizabeth Brown Brian Joseph Robert Jackman

A9 Melissa Howard Brian Joseph Robert Jackman

A10 Landy Madrid Brian Joseph Robert Jackman

A11 Linda Swift Henry Jones Michelle Shannon

A12 Elaine Shoudy Linda Swift Henry Jones

A13 Christina Ross Jack Fisher Linda Swift

A14 Dianne Zeigler Jack Fisher Linda Swift

A15 Morgan Stanford Jack Fisher Linda Swift

A16 Kristine Doyle Matt Wagner Linda Swift

A17 Stacey Kaufman Matt Wagner Linda Swift

A18 Carol Parry Linda Swift Henry Jones

A19 Betty Anderson Brian Joseph Robert Jackman

A20 Lucille McGee Anita Stanton Chun Yao


8 Practices for Lesson 1: Course Overview

Practices for Lesson 2: Using

Global Human Resources


10 Practices for Lesson 2: Using Global Human Resources

Practices for Lesson 2

There are no practices for this lesson.


Working with Enterprise and

Work Structures


12 Practices for Lesson 3: Working with Enterprise and Work Structures


In these practices, you create a:

Location

Division

Department

Job

Position

Position for position synchronization


Practices for Lesson 3: Working with Enterprise and Work Structures 13

Practice 3-1: Creating a Location

Overview

In this practice, you create a location in New York that identifies the physical address of a

workforce structure.

Assumptions

Time: < 10 minutes

Replace XX with your student number (01-20) as indicated in the table from Lesson 1 of the activity guide.

Tasks

1. Sign in and navigate.

a. Sign in as curtis.feitty.

b. Click the My Client Groups heading.

c. Click the Workforce Structures tile. The Manage Positions page opens.

d. Click the link for the Manage Locations tab. The Manage Locations page appears.

e. In the Results in Table subsection of the Search Results section, click the Create

icon. The Create Location page displays.

2. Enter location basic details. .

a. In the Effective Start Date field, enter 1/1/2016.

b. Accept the Location Set field default of Common Set. Select it, if it is not already.

3. Enter data in the Location Information section.

a. In the Name field, enter XX New York.

b. In the Code field, enter XXNY.

4. Enter data in the Main Address subsection.

a. In the Address Line1 field, enter 521 Madison Ave.

b. In the Address Line2 field, enter Suite 200.

c. In the ZIP Code field, enter 10022.

Note: If dropdown options appear as you enter the zip code, select the Manhattan,

New York, NY option and skip steps d-f.

d. Press the Tab key.

e. On the pop-up window, select Manhattan, New York, NY.

f. Click OK.

g. Scroll up to click the Review button.

h. Review the location details.

i. Click Submit.

j. On the Warning dialogue box, click Yes.

k. On the Confirmation dialogue box, click OK.



Practice 3-2: Configuring a Division

Overview

InFusion Corporation has acquired a new financial services division. In this practice, you create

an InFusion Financial Services US division.

Assumptions

Time: < 10 minutes


Tasks


a. Ensure you are still signed in as curtis.feitty.

b. Ensure you are in the Workforce Structures work area. If not:

1) Click the Home icon.

2) Click My Client Groups, if need be.

3) Click Workforce Structures.

2. Create a division.

a. Click the Tasks icon on the right side of the page.

b. In the Organization section, click the Manage Divisions link. The Manage Divisions

page opens.

c. In the Search Results section, click the Create icon. The Create Division:

Description page displays.

3. Enter the division description.

a. Ensure that the Create new radio button is selected. Select it, if it is not.

b. In the Effective Start Date field, enter 1/1/2016.

c. In the Name field, enter XX InFusion Financial Services US.

d. Retain the Status default of Active. Select it, if it is not.

e. Click Next. The Create Division: Division Details page appears.

4. Enter the division details.

a. In the Reporting Name field, enter Financial Services US.

b. In the Manager dropdown menu, search for and select Clark, Matthew.

c. Click Next. The Create Division: Review page opens.

5. Review the division details entered.

a. Review the results.

b. Click Submit.

c. On the Warning dialogue box, click Yes.

d. On the Confirmation dialogue box, click OK.



Practice 3-3: Create a Department

Overview

InFusion Corporation has acquired a new financial services division. In this practice, you create

an InFusion Financial Sales department to support the new acquisition.

Assumptions

Time: < 10 minutes


Tasks



b. Ensure you are on the Workforce Structures work area. If not:


2) Click My Client Groups.

3) Click Workforce Structures.

2. Create a department.

a. Click the link for the Manage Departments tab. The Manage Departments page

appears.

b. In the Search Results section, click the Create icon. The Create Department:

Description page displays.

3. Enter the department description.

a. Ensure the Create new radio button is selected. Select it, if it is not.


c. Accept the Department Set field default of Common Set.

d. In the Name field, enter XX InFusion Financial Sales.

e. Retain the Status default of Active. Select it, if it is not.

f. Click Next. The Create Department: Department Details page opens.

4. Enter the department details.

a. In the Reporting Name field, enter InFusion Financial.

b. In the Manager list, search for and select Swift, Linda.

c. Click Next. The Create Department: Review page appears.

5. Review the department details entered.

a. Examine the page for accuracy in details.

b. Click Submit.





Practice 3-4: Setting up a Job

Overview

In this practice, you create a Sales Executive job.

Assumptions

Time: < 5 minutes


Tasks






3) Click My Workforce.

2. Create a job.

a. Click the link for the Manage Jobs tab. The Manage Jobs page opens.

b. In the Search Results section, click the Create icon. The Create Job: Basic Details

page appears.

3. Enter the job basic details.


b. Accept the Job Set field default of Common Set. Select it, if it is not.

c. In the Name field, enter XX Sales Executive.

d. In the Code field, enter XX_SALESEXEC.

e. Click Next. The Create Job: Job Details page displays.

4. Enter the job details.

a. In the Full Time or Part Time dropdown menu, select Full time.

b. In the Regular or Temporary dropdown menu, select Regular.

c. In the Job Family dropdown menu, search for and select Sales.

d. Scroll down to the Valid Grades section.

e. Click Add Row.

f. In the Grade dropdown menu, search for and select Prof04.

g. Scroll up to click Next. The Create Job: Evaluation Criteria page opens.

5. Review the job details entered.

a. Since this job does not include evaluation criteria, click Next. The Create Job: Profiles

page appears.



b. Since this job does not include a profile, click Next. The Create Job: Review page

displays.

c. Click Submit.

d. On the Warning dialogue box, click Yes.

e. On the Confirmation dialogue box, click OK.



Practice 3-5: Building a Position

Overview

In this practice, you create a position and associate a job and corresponding grades.

Assumptions

Prior to completing this practice, the following practices must be completed:

3-1: Create a Location

3-3: Create a Department

3-4: Setting Up a Job

Time: < 10 minutes


Tasks






3) Click Workforce Structures. The Manage Positions page opens.

2. Create a position.

a. Ensure that the Manage Positions page displays. Click the link for the Manage

Positions tab, if it does not.

b. In the Search Results section, click Create. The Create Position: Basic Details page

appears.

3. Enter basic details.


b. In the Parent Position dropdown menu, search for and select Senior Manager

(USMN0001). The Business Unit dropdown menu populates.

c. Accept the default value of US1 Business Unit in Business Unit dropdown menu.

Select it, if it is not.

d. In the Name field, enter XX Sales Executive.

e. Click Next. The Create Position: Position Details page displays.

4. Enter position details in the Position Description section

a. In the Department dropdown menu, search for and select XX InFusion Financial

Sales.

b. In the Job dropdown menu, search for and select XX Sales Executive |

XX_SALESEXEC.



c. In the Location dropdown menu, search for and select XX New York.

d. In the Assignment Category dropdown menu, select Full-time regular.

e. Access the Hiring Information section.

f. In the Hiring Status dropdown menu, select Approved.

g. Click Next to open the Create Position: Evaluation Criteria page.

5. Review the position details entered.

a. Since this position does not include evaluation criteria, click Next to open the Create

Position: Profiles page.

b. Since this position does not include a profile, click Next to open the Create Position:

Review page.

c. Click Submit.

d. On the Warning dialogue box, click Yes.

e. On the Confirmation dialogue box, click OK.



Practice 3-6: Building a Position for Synchronization

Overview

In this practice, as a Human Resources (HR) specialist, you create a position to synchronize the

attributes for a new hire on a position change.

Assumptions

Prior to completing this practice, you must complete practice 3-1: Create a Location.

Time: < 10 minutes


Tasks






3) Click Workforce Structures. The Manage Positions page opens.

2. Create a position.

a. Ensure that the Manage Positions page displays. Click the link for the Manage

Positions tab, if it does not.

b. In the Search Results section, click Create. The Create Position: Basic Details page

displays.

3. Enter position basic details.

a. On, in the Effective Start Date field, enter 1/1/2016.

b. In the Business Unit dropdown menu, search for and select US1 Business Unit.

c. In the Name field, enter XX Human Resources Business Partner.

d. Click Next. The Create Position: Position Details page appears.

4. Enter the position details.

a. Locate the Position Description subsection.

b. In the Department dropdown menu, search for and select Human Resources US.

c. In the Job dropdown menu, search for and select Human Resources Business

Partner.

d. In the Location dropdown menu, search for and select XX New York.

e. In the Assignment Category dropdown menu, select Full-time regular.

f. Locate the Hiring Information subsection.

g. In the Hiring Information section, in the Hiring Status field, select Approved.

h. Click Next to open the Create Position: Evaluation Criteria page.



5. Review the position details entered.

a. Since this position does not include evaluation criteria, click Next to open the Create

Position: Profiles page.

b. Since this position does not include a profile, click Next to open the Create Position:

Review page.

c. Click Submit.

d. On the Warning dialog box, click Yes.

e. On the Confirmation dialog box, click OK.


Adding People


24 Practices for Lesson 4: Adding People


In this lesson, you hire two new employees:

Andrew XX Robinson

Anna XX Schneider


Practices for Lesson 4: Adding People 25

Practice 4-1: Hiring Employees

Overview

As a member of the HR organization, your job details include the hiring of new people for the

organization. In this practice, you hire a new employee, Andrew XX Robinson.

Assumptions

Time: 10 minutes

Replace XX with your student identifier (01-20) as indicated in the table from Lesson 1 of the activity guide.

Tasks

1. Sign in and navigate to hire an employee.

a. Ensure that you are signed in as curtis.feitty.

b. Click the Home icon.

c. Click the My Client Groups heading.

d. Click the New Person tile.

e. Click the Tasks icon on the right side of the page.

f. In the panel that appears, select Hire an Employee. The Hire and Employee:

Identification page opens.

2. Enter the employee basic details.

a. In the Basic Details section, enter 1/1/2016 in the Hire Date field.

b. In the Hire Action field accept the default value of Hire. Select it, it if is not

already.

c. In the Legal Employer dropdown menu, search for and select US1 Legal Entity.

3. Enter the employee’s personal details.

a. In the Personal Details section, enter Robinson in the Last Name field.

b. In the First Name field, enter Andrew XX.

c. Click Next. The Hire an Employee: Person Information page displays.

4. Enter the employee’s home address.

a. In the Home Address section, enter XX 1721 Park Avenue in the Address Line 1

field.

b. In the ZIP Code field, enter 76621.

c. Press the Tab key.

Note: The combination of the ZIP code and tab key renders the values for the city,

state, and county.

5. Enter the employee’s E-Mail Details.

a. In the E-Mail Details section, click the Add Row icon.

b. In the Type dropdown menu, select Work E-Mail.



c. In the E-Mail field, enter [email protected].

6. Enter the employee’s legislative data in the Legislative Information section.

a. In the Ethnicity dropdown menu, select Two or more races.

b. Scroll up, if need be to click Next. The Hire an Employee: Employment Information

page appears.

7. Enter the employee’s employment information.

a. Scroll down to the Assignment tab.


c. In the Job dropdown menu, search for and select Human Resources Administrator.

d. In the Grade dropdown menu, search for and select Prof03.

e. In the Department dropdown menu, search for and select Human Resources US.

f. Scroll down to expand the Manager Details section.

g. In the Name dropdown menu, search for and select Swift, Linda.

h. Accept the Type default value of Line Manager. Select it, if it is not already.

i. Scroll down to the Collective Agreement section.

j. In the Union Member dropdown menu, select Yes.

k. In the Bargaining Unit dropdown menu, search for and select Manufacturing

Bargaining Unit.

l. Scroll up, if need be, to click Next. The Hire an Employee: Compensation and Other

Information page appears.

8. Enter the employee’s compensation and other information.

a. In the Salary Information section, select US1 Annual Salary in the Salary Basis

dropdown menu.

b. In the Salary Amount field, enter 65000.

Note: After you enter the Salary Amount fields, numerous related fields also populate.

c. Click Next. The Hire an Employee: Review page opens.

9. Review the employee details entered.

a. Examine the information that you have entered.

b. Click Submit.





Practice 4-2: Hiring Employees for Position Synchronization

Overview

In this practice, you hire a new employee, Anna XX Schneider, to synchronize position

attributes

Assumptions

Prior to completing this practice, you must complete the practices in Lesson 3.

Time: < 10 minutes


Tasks

1. Sign in and navigate to hire an employee.

a. Ensure that you are still signed in as curtis.feitty.

b. Ensure you are on the Overview: New Workers to Process page. If not,

1) From the Home page, click My Client Groups.

2) Click New Person.

2. Enter the employee basic details.

a. Click the Tasks icon on the right side of the page.

b. Select Hire an Employee. The Hire and Employee: Identification page opens.

c. In the Basic Details section, enter 3/1/2018 in the Hire Date field.

d. In the Hire Action field accept the default value of Hire. Select it, if it is not already.

e. In the Legal Employer dropdown menu, search for and select US1 Legal Entity.

3. Enter the employee’s information in the Personal Details section.

a. In the Last Name field, enter Schneider.

b. In the First Name field, enter Anna XX.

c. Click Next. The Hire an Employee: Person Information page opens.

Note: If you get a message about matching values, click Continue.

4. Enter the employee’s home address.

a. In the Home Address section, enter XX 1721 Cornell Road in the Address Line 1

field.

b. In the ZIP Code field, enter 97003.

c. Press the Tab key.

d. Select the Hillsboro, Washington, OR row.

e. Click OK.

Note: The combination of the ZIP code and tab key renders the values for the city,

state, and county. .



5. Enter the employee’s E-Mail Details.

a. Scroll down to the E-Mail Details section to click the Add Row icon.

b. In the Type dropdown menu, select Work E-Mail.

c. In the E-Mail field, enter [email protected].

6. Enter the employee’s legislative data In the Legislative Information section.

a. In the Ethnicity dropdown menu, select Asian.

b. Scroll up, if need be to click Next. The Hire an Employee: Employment Information

page appears.

7. Enter the employee’s employment information.



c. In the Position dropdown menu, search for and select XX Human Resources

Business Partner.

d. In the Synchronize from Position field, accept the default of Yes.

Note: All of the details of the XX Human Resources Business Partner you entered

while created the position in Practice 3-5 are now prepopulated in the respective fields,

including the Job, Department, and Location fields. The fields are read-only to allow

for synchronization to occur if position changes are made in the future.

e. In the Grade dropdown menu, search for and select Prof05.

f. Scroll down and expand the Manager Details section.

g. In the Name dropdown menu, search for and select Swift, Linda.

h. Accept the Type default value of Line Manager. Select it, if it is not.

i. Scroll down to the Collective Agreement section and in the Union Member dropdown

menu, select Yes.

j. In the Bargaining Unit dropdown menu, search for and select Manufacturing

Bargaining Unit.

k. Scroll up and click Next.

8. Enter the employee’s compensation and other information.

a. On the Hire an Employee: Compensation and Other Information page, in the

Salary Information section, in the Salary Basis dropdown menu, select US1 Annual

Salary


Note: After you enter the Salary Amount fields, numerous related fields also populate.

c. Click Next.



9. Review the employee details entered.

a. On the Hire an Employee: Review page, review the information that you have

entered.

b. Click Submit.




Managing Employment

Processes


32 Practices for Lesson 5: Managing Employment Processes


In this lesson, you create a work relationship and help manage employment. You also terminate

a work relationship.


Practices for Lesson 5: Managing Employment Processes 33

Practice 5-1: Creating Work Relationships

Overview

The person you previously hired as an employee, Andrew XX Robinson, also works as a

contingent worker in a different legal employer. In this practice, you create an additional

contingent worker work relationship for Andrew XX Robinson in the US1 legal entity.

Assumptions

Prior to completing this practice, practice 4-1 must be completed.

Time: < 10 minutes


Tasks




c. Ensure you are on My Client Groups tab.

d. Click the Person Management tile. The Person Management: Search page displays.

2. Search and create a work relationship.

a. In the Name field, enter Andrew XX Robinson.

b. Click Search.

c. In the Search Results section, click in the Robinson, Andrew XX row.

d. Click the Actions icon .

e. Select Personal and Employment and then Create Work Relationship.

3. Enter the work relationship identification details.

a. In the Start Date field, enter 1/1/2016.

b. In the Action dropdown menu, select Add Contingent Work Relationship.

c. In the Legal Employer dropdown menu, search for and select US3 Legal Entity.

d. Click Next to open the Create Work Relationship: Person Information page.

e. Click Next to open the Create Work Relationship: Employment Information page.

4. Enter work relationship employment information.


b. In the Business Unit dropdown menu, search and select US1 Business Unit.

c. In the Job dropdown menu, search and select Human Resources Generalist.

d. In the Grade dropdown menu, select Prof03.

e. Scroll down to expand the Manager Details section.



f. In the Name dropdown menu, search for and select Burgos, Leonardo.

g. Click Next to open the Create Work Relationship: Compensation and Other

Information page.

5. Enter the work relationship compensation and other information.

a. In the Salary Basis dropdown menu, search for and select US1 Annual Salary.


c. Click Next to open the Create Work Relationship: Review page.

6. Review the work relationship details you entered,

a. Click Submit.

b. On the Warning dialogue box, click Yes.

c. On the Confirmation dialogue box, click OK.

d. Click Done to return to the Person Management: Search page. .



Practice 5-2: Managing Employment

Overview

In this practice, you update the location in the Andrew XX Robinson employee assignment.

Assumptions

Prior to completing this practice, practice 4-1 must be completed

Time: < 10 minutes


Tasks


a. Ensure that you are still logged on as curtis.feitty.

b. Ensure you are on the Person Management: Search page. If not, then:

1) On the Home page, click My Client Groups.

2) Click Person Management.

c. In the Name field, enter Andrew XX Robinson.

d. Click Search.

Note: Robinson, Andrew XX appears twice in the search results because this person

has two assignments, employee and contingent worker.

e. Click the Robinson, Andrew XX row, where the User Person Type is Employee.

The Andrew XX Robinson: Person Management page opens.

2. Manage the employment record.

a. Click the Edit menu to select Update. The Update Employment dialogue box

appears.


c. In the Action dropdown menu, select Location Change.

d. Click OK.

e. Scroll down to the Job Details section.

f. In the Location dropdown menu, search for and select Los Angeles.

g. Click Review at the top of the page.

h. Review the changes.

i. Click Submit.

j. On the Warning dialogue box, click Yes.

k. On the Confirmation dialogue box, click OK.

l. Click Done at the top of the page.



Practice 5-3: Terminating Work Relationships

Overview

In this practice, you terminate the Andrew XX Robinson work relationship.

Assumptions

Prior to completing this practice, practices 4-1 and 5-1 must be completed.

Time: < 10 minutes


Tasks


a. Ensure that you are still logged on as curtis.feitty.

b. Ensure you are on the Person Management: Search page. If not, then:

1) On the Home page, click My Client Groups.

2) Click Person Management.

2. Manage a Work Relationship


b. Click Search.

Note: Robinson, Andrew XX appears twice in the search results because this person

has two assignments, employee and contingent worker.

c. In the Search Results section, click in the Robinson, Andrew XX row where the User

Person Type column has the value Contingent Worker.

d. Scroll to the right to the Actions menu in the row.

e. Click the Actions icon .

f. Select Personal and Employment and then Manage Work Relationship. The

Manage Work Relationship: Andrew XX Robinson page appears.

3. Terminate a work relationship.

a. Click the Actions dropdown menu to select Terminate.

b. In the Action dropdown menu, accept the default of Resignation. Select it, if it is not

already.

c. In the Notification Date field, enter a date two weeks prior to the current date.

d. In the Termination Date field, enter the current date.

e. In the Recommended for Rehire dropdown menu at the bottom of the page, select

Yes.

f. Click Review.

g. Review the information entered.

h. Click Submit.



i. On the Warning dialogue box, click Yes.

j. On the Confirmation dialogue box, click OK.

k. Click Done at the top of the page to return to the Person Management: Search

page.


Managing Processes


40 Practices for Lesson 6: Managing Processes


In this lesson, you assign an area of responsibility and update a position to see how the position

synchronization function updates a workers record.


Practices for Lesson 6: Managing Processes 41

Practice 6-1: Assigning Areas of Responsibility

Overview

In this practice, you add Union Representative as an area of responsibility of Andrew XX

Robinson.

Assumptions

Prior to completing this activity, you must complete practice 4-1 and all practices in Lesson 5.

Time: < 10 minutes.


Tasks




c. Click the My Client Groups heading.

d. Click the Person Management tile. The Person Management: Search page displays.

2. Manage an area of responsibility.


b. Click Search.

Note: The Robinson, Andrew XX item appears twice in the search results because

this person has two assignments, employee and contingent worker.

c. In the Search Results section, locate the Robinson, Andrew XX row where the User

Person Type column has the value Employee.

d. Click the Actions icon .

e. Select Personal and Employment and then Manage Areas of Responsibility.

3. Create an area of responsibility.

a. In the Assigned Areas of Responsibility section, click Create. The Andrew XX

Robinson: Person Management page opens.

b. In the Responsibility subsection, enter XX Union Representative for US1 LE

in the Responsibility Name field.

c. In the Responsibility Type dropdown menu, select Union Representative.

d. In the From Date field, enter 1/1/2016.

e. In the Scope of Responsibility subsection, search for and select US1 Legal Entity in

the Legal Employer dropdown menu.

f. Click Submit.



g. On the Warning dialogue box, click Yes.

h. On the Confirmation dialogue box, click OK.

i. Click Done at the top of the page to return to the Person Management: Search page.


Practices for Lesson 6: Managing Processes 43

Practice 6-2: Auto Synchronization of Position Attributes for

Employees

Overview

In this practice, you see the auto synchronization of changes made to a position for an

employee.

Assumptions

Prior to completing this activity, you must complete:

o All practices in Lesson 3

o Practice 4-1

o All practices in Lesson 5

o Practice 6-1

Time: < 10 minutes


Tasks


a. Ensure that you are still signed in as curtis.feitty.


c. Select the My Client Groups heading.

d. Select the Workforce Structures tile. The Manage Positions page opens.

2. Update position details.

a. In the Name field, enter XX Human Resources Business Partner.

b. Click Search.

c. In the Search Results section, select the XX Human Resources Business Partner

link.

d. On the Position Details tab, click the Edit dropdown button to select Update.

e. In the Effective Start Date field, enter 5/1/2018.

f. In the Action Reason dropdown menu, select Reorganization.

g. Click OK.

3. Update data in the Position Description section.

a. In the Department dropdown menu, search for and select Sales US.

Note: You have now changed the department from Human Resources US to Sales

US.

b. In the Location dropdown menu, search for and select Chicago.



c. In the Current Incumbent field, observe that you see Anna XX Schneider listed.

d. Click Review to analyze the results of the update.

Note: The Position Description table provides information about the changes to the

attributes, its current value, and proposed value.

e. Click Submit.

f. On the Warning dialogue box, click Yes.

g. On the Confirmation dialogue box, click OK.

4. View the auto synchronization position attributes for Anna XX Schneider.

a. Click the Home icon.

b. Select My Client Groups.

c. Select Person Management.

d. On the Person Management: Search page, in the Name field, enter Anna XX

Schneider.

e. In the Search Results section, select the Anna XX Schneider link.

f. On the Manage Employment page and in the Assignment Details section, verify the

following for fields have updated values based on the position update you completed.

Field Value

Action Synchronization From Position

Effective Start Date 5/1/18

Department Sales US

Location Chicago

g. Click Done at the top of the page.


Working with Manager Self-

Service


46 Practices for Lesson 7: Working with Manager Self-Service


Overview

In these practices, you update the qualifications of your worker as a line manager, browse the

directory to search for a worker and, as a line manager, access your team page, and transfer

and promote a worker.


Practices for Lesson 7: Working with Manager Self-Service 47

Practice 7-1: Browsing the Directory

Overview

You want to view the contact details of a specific worker - Lisa Jones. In this practice, you

search for Lisa Jones in the directory and view her contact and employment details.

Assumptions

Time: < 10 minutes.

Tasks

1. Sign in and navigate to search a person.

a. Sign in as linda.swift.

b. Click Home.

c. At the center top of the Home page, locate the Search for people field.

d. Enter Lisa Jones.

Note: The system displays a list search results after several characters are

entered. You might not need to type in her complete name.

e. As soon as it appears and you notice it, click the Lisa Jones photo. The Public Info:

Lisa Jones page opens.

f. Review Lisa’s public information.

g. In the upper right-hand corner, click the Actions dropdown menu.

h. Select Change Photo.

i. Review the options found here.

j. Click Cancel.

2. Browse her employment details in the directory.

a. In the left-hand column, click Show More then Employment Info. The Employment

Info: Lisa Jones page opens.

b. On the Employment Info page, review Lisa’s employment information.

c. Click the More Information icon located in the lower right-hand corner of her

profile photo.

Note: A dialogue box with additional options opens.

d. Review the actions possible on this dialogue box.

e. Click away to close the dialogue box.

Note: Linda is an HR Specialist, so she has privileges to make updates and changes

to Lisa Jones’ page. If individuals searching for Lisa Jones are other employees, they

can only view Lisa Jones’ public Person Spotlight information and the first three tabs

on the left panel. They do not have the correct access to make changes to her page.



3. View where to provide feedback on a person.

a. In the left-hand column, click Public Info.

b. Click the Actions dropdown menu.

c. Select Provide Feedback.

d. On the Feedback page, review others’ feedback about her.

e. Click the Home icon.



Practice 7-2: Working with Self-Service for Line Managers

Overview

In this practice, as the line manager for Andrew XX Robinson, you update his qualifications to

indicate the certification he acquired.

Assumptions

Prior to completing this practice, you must complete practice 4-1.

Time: < 10 minutes.


Tasks

1. Navigate to view a managers direct reports.

a. Ensure you are still signed in as Linda.Swift.

b. On the Home page, click the My Team heading.

c. Click the My Team tile.

Note: All direct reports are now displayed.

2. Update a team members’ skills and qualifications.

a. Click the Andrew XX Robinson link to open his Employment Info page.

b. In the column on the left of the page, click Show More and then Skills and

Qualifications.

Note: Since Andrew XX Robinson does not have any skills or qualifications entered

yet, this page is blank.

c. Click the Edit button in the top right-hand corner.

d. Click the Add Content dropdown menu and select Licenses and Certifications.

e. In the Name dropdown menu, search for and select Project Management

Professional Certification.

f. Select the Renewal Required check box.

g. In the Expiration Date field, enter 12/31/(next calendar year).

h. In the Issue Date field, type or select today’s date.

i. Click the Submit button, found on the left-hand side.


k. Click Done to return to the Skills and Qualifications page.



Practice 7-3: Transferring Workers for Line Managers

Overview

In this practice, as a line manager, you transfer a worker seeking a location change.

Assumptions


Time: < 10 minutes


Tasks


a. Ensure you are signed in as Linda.Swift.

b. Ensure you are on the My Team page. If not:


2) Click the My Team heading.

3) Click the My Team tile. The list of Linda’s team appears.

2. Transfer an employee.

a. Click the Andrew XX Robinson link.

b. On the Employment Info: Andrew XX Robinson page, click the Actions dropdown

menu.

c. Scroll through the list to select Transfer.

d. On the Transfer: Andrew XX Robinson page, ensure the Salary checkbox is

selected. If not, select it.

e. Click Continue.

f. In the When does the transfer start? field, accept the default of the current date.

g. Click the Why are you transferring Andrew XX Robinson? field to select Location

Change.

h. Click Continue.

i. In the Location dropdown menu, search for and select Chicago.

Note: Type in “Chicago” to advance the list to the Chicago item.

j. Click Continue.

k. In the Adjustment Percentage field, enter 3.00.

l. Click the Tab key

Note: A new bar graphic under the Proposed Salary section appears for comparison

with the current one.

m. Click Continue.

n. In the Comments field, type transferring employee due to location change.



o. Click Submit.

p. Sign out.

3. Perform a first-level approval on the transfer.

a. Sign in as Henry.Jones.

Note: Henry Jones is the manager of Linda Swift. He must approve the transfer

request for Andrew XX Robinson.

b. Click the Pending Notifications icon (the bell icon) on the top of the page.

c. In the Action Required: Transfer for Andrew XX Robinson, ID (date) notification,

click Approve.

Note: If you are unable to locate the notification in Pending Notifications, click More

Details or use the Search functionality.

d. Sign out.

4. Perform a second-level approval on the transfer.

a. Sign in as Michelle.Shannon.

Note: Michelle Shannon is the second-level approver for transfers.


c. In the Action Required: Transfer for Andrew XX Robinson, ID (date) notification,

click Approve.



d. Sign out.

5. Review the approved transfer.

a. Sign in once more as Linda.Swift.


c. Review the approved status for the Andrew XX Robinson transfer.

d. Sign out.



Practice 7-4: Promoting Workers

Overview

In this practice, as a line manager, you promote a worker.

Assumptions

Time: < 10 minutes


Tasks


a. Sign in as your.manager by referring to the table of data in Lesson 1.


c. In the Quick Actions column, click Promote.

Note: All of the manager’s direct reports are now displayed.

2. Promote a worker.

a. Click the link for your.worker listed on the table in Lesson 1.

b. On the Promote: (your.worker) page, select the Salary checkbox.

c. Click Continue.

d. In the When does the promotion start? field, accept the default of today’s date.

e. In the Why are you promoting (your.worker)? dropdown menu, select Performance.

f. Click Continue.

g. In the Grade dropdown menu, select one grade that is greater than the one currently

assigned.

Note: For example, if the original grade is Prof02, change it to Prof03.

h. Click Continue.

i. In the Adjustment Percentage field, enter 5.00.

j. Click the Tab key.

Note: If you receive a warning message about out of range salary, click OK.

Depending on the worker you are promoting, you may or may not receive this

message.

k. Click Continue.

l. In the Comments field, type promoting employee based on performance.

m. Click Submit.

3. Perform a first-level approval on the transfer.

a. Sign in as your.manager.manager by referring to data in Lesson 1.




c. In the Action Required: Promotion for (your.worker), ID (date) notification, click

Approve.



d. Sign out.


Working with Employee Self-

Service


56 Practices for Lesson 8: Employee Self-Service


Overview

In these practices, you:

Reset a Password

Update the qualifications of your worker as an employee

Change your personal contact information as a worker, and add your spouse as an

emergency contact


Practices for Lesson 8: Employee Self-Service 57

Practice 8-1: Resetting Passwords

Overview

In this practice, you access your profile and reset your password or set your preferences.

Note: The information you see in a worker’s person spotlight depends on your security

privileges.

Assumptions


Time: < 10 minutes


Tasks

1. Sign in and navigate to the security console.

a. Sign in as curtis.feitty.

b. Click the Navigator icon ( ) on the upper left-hand corner of the page.

c. Click the Tools heading.

d. Click the Security Console icon. The Roles page opens.

Note: Click OK if a warning appears on the Roles page.

2. Set the password for Andrew XX Robinson.

a. In the left-hand column of the page, click Users.

b. In the Search field, enter Andrew XX Robinson.

c. Click the Search button.

d. On the right-hand side of the search row for Andrew XX Robinson, click the Action

dropdown menu to select Reset Password.

e. On the Reset Password dialogue box, select the Manually change the password

radio button.

f. In the New Password field, enter Welcome1.

g. In the Confirm New Password field, enter Welcome1.

h. Click Reset Password.

i. Sign out.

3. Reset the password as the employee, Andrew XX Robinson.

a. Sign in as andrew XX.robinson.

1) Enter andrew XX.Robinson as the username.

2) Enter Welcome1 as the password.

b. Click the Settings and Actions dropdown menu in the upper left-hand corner.

c. Select Set Preferences.

d. On the Preferences page, click the Password link.



e. In the Current Password field, enter Welcome1.

f. In the New Password field, enter XXWelcome1.

g. In the Confirm New Password field, enter XXWelcome1.

h. Click Save and Close.

i. Click Home.



Practice 8-2: Using Worker Self-Service

Overview

In this practice, you access the worker self-service area and add a new contact for a spouse

and home phone number.

Assumptions

Prior to completing this practice, you must complete practice 4-1 and 8-1.

Time: < 10 minutes


Tasks

1. Sign in and navigate to the employee’s self-service work area.

a. Ensure that you are still logged in as andrew XX.robinson.

b. On the Home page, click the Me heading, if the Me heading is not already underlined

and the Me section does not automatically appear.

c. Click the Personal Information tile.

2. Add your emergency contacts as Andrew XX Robinson.

a. On the Personal Info page, click Family and Emergency Contacts.

b. On the Family and Emergency Contacts page, click Add.

c. Select Create a New Contact.

d. On the New Contact page, in the Last Name field, type Robinson.

e. In the First Name field, type Jesse.

f. In the Relationship dropdown menu, select Spouse.

g. In the What is the start date of this relationship? field, enter or select (today’s

date).

h. In the Communication section, click the Type dropdown menu, select Home Phone.

Note: New fields appear.

i. In the Area Code field, enter 408.

j. In the Number field, enter 555-XX21.

k. Click Submit.

3. Update his public information.

a. Click the More Information icon.

b. Click the Andrew 99 Robinson link.

c. The Public Info: Andrew XX Robinson page opens.

d. In the Public Message section, click Add.

e. In the Start Date field, enter or select(today’s date & time).



f. In the Notification field, enter It always seems impossible until it's

done. - Nelson Mandela.

g. Click Save.

h. In the Contact Info section, click Edit.

i. Click Add to select Phone Details.

j. In the Type dropdown menu, select Work Phone.

k. In the Area Code field, type 310.

l. In the Number field, enter 555-99XX.

m. Click Submit.

n. Click Home.



Practice 8-3: Changing Personal Details

Overview

You want to change personal details. In this practice, make changes to names and to marital

status.

Assumptions


Time: < 10 minutes

Tasks

1. Sign in and navigate to the employee’s self-service work area.

a. Ensure that you still are logged in as andrew XX.robinson.

b. Ensure you are on the Personal Info page. If not:


2) Click the Me heading, if necessary.

3) Click Personal Information.

2. Change personal details as Andrew XX Robinson.

a. On the Personal Info page, click Personal Details.

b. In the Name section, click the Edit icon on the right side of the section.

Note: The Name section expands.

c. In the When does this name change start? field, enter or select(today’s date).

d. In the Title dropdown menu, select Mr..

e. In the Middle Name field, enter Gregory.

f. Click Submit.

g. In the Demographic Info: United States section, click Edit.

Note: The Demographic Info: United States section expands.

h. In the Marital Status dropdown menu, select Married.

i. In the When does this marital status change start? field, enter or select (today’s

date).

j. Click Submit.

k. Sign out.


Managing Notifications and

Approvals


64 Practices for Lesson 9: Managing Notifications and Approvals




Managing Document Records


66 Practices for Lesson 10: Managing Workforce Records


In this practice, you create a document type as a manager and an employee.


Practices for Lesson 10: Managing Workforce Records 67

Practice 10-1: Adding Documents of Record as Managers

Overview

In this practice, you add a degree or certificate document type to one of your direct reports.

Assumptions

Time: < 10 minutes

Tasks

1. Sign in and navigate to manage document records.

a. Sign in as your.manager by referring to data in Lesson 1.


c. In the Quick Actions column, click the Show More link.

d. Click the Manage Document Records icon.

Note: All of the manager’s direct reports are now displayed.

2. Add a document type.

a. On the Manage Document Records page, select your.worker by referring to data in

Lesson 1.

b. On the Document Records: (your.worker) page, click the Add button.

c. On the Add Document page and in the Document Type dropdown menu, type

Degree or Certification.

Note: As you type more letters of the word, the Degree or Certificate option appears

below the dropdown menu.

d. Select Degree or Certificate.

e. In the Name field, type CPR License.

f. In the From Date field, enter or select(today’s date).

g. In the To Date field, enter 12/31/(next year).

h. Fill out any other fields as desired.

i. Click Submit.


k. Sign out.


68 Practices for Lesson 10: Managing Workforce Records

Practice 10-2: Adding Documents of Record as Employees

Overview

In this practice, you access the application as a worker to add information on a new document

type.

Assumptions


Time: < 10 minutes


Tasks

1. Sign in and navigate to employee self-sevice.

a. Sign in as andrew XX.robinson.

b. Enter XXWelcome1 as the password.

c. Click the Me heading, if necessary.

d. Click the Personal Information tile.

2. Add a document type

a. On the Personal Info page, click Document Records.

b. Click the Add button.

c. In the Document Type dropdown menu, type Employee Discount.

Note: As you type more letters of the word, the Employee Discount option appears

below the dropdown menu.

d. Select Employee Discount.

e. In the Issued On field, enter or select (today’s date).

f. In the Context Value dropdown menu, select Retail.

g. Provide additional data in these fields, as desired.

h. Click Submit.

i. On the Confirmation dialogue box, click OK.

j. Sign out.


Using Checklists with

Onboarding


70 Practices for Lesson 11: Using Checklists with Onboarding


Overview

In these practices, you review onboarding tasks assigned to a new hire.


Practices for Lesson 11: Using Checklists with Onboarding 71

Practice 11-1: Reviewing Onboarding Tasks for a New Hire

Overview

In this practice, you sign in as Andrew XX Robinson to review the onboarding tasks assigned

to you as a new hire.

Assumptions


Time: < 10 minutes

Replace XX with your student identifier (01-20) as assigned by your instructor.

Tasks

1. Sign in and navigate to onboarding.

a. Ensure you are signed in as andrew XX.robinson. If not, then:

1) Sign in as andrew XX.robinson.

2) Enter XXWelcome1 as the password.


c. Click Me, if need be.

d. Click the Onboarding tile.

2. Review the tasks assigned to Andrew XX.

a. Notice there are 0 out of 13 tasks complete.

b. Click the Provide Consent to Share Personal Information link.

c. In the Employee Name field, enter Andrew XX Robinson.

d. In the Date of Birth field, enter 10/10/1985.

e. In the Do you consent to exchange personal information with company?

dropdown menu, select Yes.

f. Click Save and Close.

g. In the Provide Consent to Share Personal Information task, click Mark as

Complete.

Note: There is now 1 task out of 13 finished.

h. Click the Welcome Video! link. A new browser window opens.

i. Watch the video.

j. Click the Back arrow.

k. In the Welcome Video! task, click Mark as Complete.

Note: There are now 2 tasks out of 13 finished.

l. Click the Tell us about yourself link. The Public Info: ndrew 99 Robinson page

displays.

m. Review content on this page. At this point it is possible to edit or add new public

information.



n. Click the Back arrow.

o. In the Tell us about yourself task, click Mark as Complete.

Note: There are now 3 tasks out of 13 finished.

3. Review the details on bringing your dog to work day in the Fun Stuff section..

a. Scroll down to the Fun Stuff section.

b. Review that there are 4 Fun Stuff tasks.

c. Click Bring Your Dog to Work Day! A new browser tab opens.

d. Skim the article.

e. Close the window once you finish reviewing the article.

f. In the Bring your Dog to Work Day! task, click Mark as Complete.

g. Review that there are now three optional tasks in the Fun Stuff section.

4. Sign up for volunteering.

a. In the Fun Stuff section, click the Volunteer! link. A new browser tab opens.

b. On the Hello, Andrew XX page, click Sign Up.

c. Click the Arts and Culture tile.

d. Click Next. The Set Location page opens.

e. In the Primary Location field, enter Chicago Heights, IL.

f. Select Chicago Heights, IL.

g. Click Next. The Set Volunteering Goals page appears.

h. In the Hours you would like to volunteer in (year) field, enter 5.

i. Select the No radio button for the Would you like to lead volunteering projects?

option.

j. Click Next.

k. A message from Vision Corporation displays. Review it.

l. In the Style dropdown menu, select Men.

m. In the Size dropdown menu, select (any option).

n. Click the I agree to the Terms Above checkbox.

o. Click Submit.

Note: Since you still may consider other areas for volunteering, you do not mark this

task as complete.

p. Click Home.

q. Click Me, if necessary.

r. Click the Onboarding tile.

5. Review completed tasks.

a. Scroll down to the Completed Tasks section.

b. You should see several tasks complete.

6. Examine the remaining sections of the checklist.

a. Scroll down to Note Board.


Practices for Lesson 11: Using Checklists with Onboarding 73

b. Review any news or bulletins.

c. Scroll down to What’s Happening.

d. Look through any items that appear here by clicking on their links. A new browser

window opens up.

e. Close the browser window when you have finished your review.

f. Sign out.


Course Summary


76 Practices for Lesson 12: Course Summary



Appendix A: Instructor

Demonstrations


78 Appendix A: Instructor Demonstrations

Instructor Demonstration L6-1: Configuring Seniority Dates

Demonstration Overview

As a Human Capital Management (HCM) application administrator, you configure the rules for

creating and defaulting seniority dates. In this demonstration, you configure the following

seniority date: Legal Employer Seniority Date – Person Level.

Demonstration Assumptions

Time: < 20 minutes

Demonstration Tasks

1. Sign in and navigate to the configure seniority date.


b. From the Settings and Actions menu, select Setup and Maintenance.

c. Click Tasks.

d. Click Search.

e. In Search, enter Configure Seniority Dates.

f. Click Search.

g. Select Configure Seniority Dates.

Note: By default, the following two seniority dates are configured on the page:

Enterprise Seniority Date – Person Level and Legal Employer Seniority Date – Work

Relationship Level.

2. Create a new seniority date rule.

a. In the Seniority Date Rule List section, click the Add icon to configure an additional

seniority date.

b. In the Active list, accept the default of Yes. In the Seniority Rule Name dropdown

menu, select Legal Employer Seniority Date – Person Level. The predefined code

values in the list are defined in the ORA_PER_SENIORITY_ITEMS lookup type. In the

Attribute dropdown menu, select Legal Employer. You can define the seniority date

configuration based on the seniority attribute. For example, legal employer is the

seniority attribute in case of a legal employer seniority date and enterprise is the

seniority attribute in case of an enterprise seniority date. When the seniority attribute is

logically created or modified, the corresponding seniority date will be populated in the

system according to the rules in the setup.In the Level dropdown menu, select

Person.

Note: When you select a value from the Seniority Attribute and Level lists, the values

in the Object and Source fields are automatically populated. For example, if you select

Legal Employer and Person, the Object field is populated with the Work

Relationship value and the Source field with the First Matching Work Relationship

Start Date value. You cannot edit the values in the Object and Source fields. You can

configure seniority dates at the person, work relationship, and assignment levels. At


Appendix A: Instructor Demonstrations 79

the person level, all the work relationships and assignments for the given person will be

considered while deriving the seniority date. At the work relationship level, all the

assignments for the given work relationship will be considered while deriving the

seniority date. At the assignment level, all the date effective records for the given

assignment will be considered while deriving the seniority date.

Details on the Object and Source fields:

Object: Identifies the business object associated with the seniority attribute.

Source: Rule that defines how the seniority date is populated. For example, the First

Matching Work Relationship Start Date rule indicates that the first work relationship to

match the seniority rule is used to populate the seniority date. The start date of this

work relationship will populate the seniority date.

c. In the Allow Edit dropdown menu, select No.

d. In the Display in Guided Flows dropdown menu, select Yes.

Note: You can specify whether users can override the seniority date using the Manage

Seniority Dates task by selecting a value. If you set the value in this field to No, you

cannot edit the corresponding seniority date on the Manage Seniority Dates page.

e. Click Save.

f. On the Warning dialogue box that appears, click Yes.

g. On the Confirmation dialogue box that opens, click X.

h. Click Done.


80 Appendix A: Instructor Demonstrations