Manage Enterprise HCM Information

The Manage Enterprise HCM Information task includes default settings for your enterprise such as the employment model, worker number generation, and several others.

If you aren't implementing Oracle Fusion Human Capital Management (HCM), then you really only need to verify or change the enterprise name, and be sure that the options in the User and Role Provisioning Information section are selected properly. The other settings on the Enterprise page aren't relevant for now.

If you've already or are planning to implement HCM, then the Implementing Applications book will provide the necessary explanations and guidance for entering or verifying the rest of the parameters on this page.

Follow these steps to verify the data within the Manage Enterprise HCM Information task:

  1. Logged into Fusion Applications, click Navigator > My Enterprise > Setup and Maintenance.
  2. Ensure that Field Service is selected in the Setup field in the header.
  3. Click Company Profile in the Functional Areas section.
  4. Click Manage Enterprise HCM Information from the task list on the right side of the page. The Enterprise page appears. Most of the settings are HCM-specific and are not relevant outside of HCM. If any information needs to be changed, then select the appropriate Edit option - either Update or Correct.
  5. Verify that your Enterprise name is correct in the Name field. For example, Supremo Fitness or Supremo Corporation for this case study.
  6. Scroll to the User and Role Provisioning Information section. These parameters control the default management of some user account features.
    1. User Account Creation: Here, select how you want user accounts to be managed by default. You must select either Party users only or Both person and party users. Party users is required when you use only Oracle Fusion Field Service while Both person and party users is required if you plan to use Oracle Fusion HCM and Oracle Fusion Field Service. The best practice is to select Both person and party users. This ensures that a user account is created whenever you create either a person user or a party user.
    2. User Account Role Provisioning: Here, select how you want user roles to be provisioned by default. Once again, the best practice is to select Both person and party users. With this option selected, user roles are provisioned whenever a user account is created for a person or a party user. Once a user account exists, users both acquire and lose roles as specified by current role-provisioning rules. For example, managers might provision roles to users manually, and the termination process might remove roles from users automatically.
      Note: User accounts without roles are suspended automatically. Therefore, roles are provisioned automatically at account creation to avoid this automatic suspension. Roles that you provision to users directly on the Security Console aren't affected by this option.
    3. User Account Maintenance: By default, a user's account is suspended automatically when the user is terminated and reactivated automatically if the user is rehired. For this parameter, select which user accounts are affected by this. The best practice is to select Both person and party users. Comprehensive details about User and Role-Provisioning Information can be found in the Application Users Management topic of the Securing Applications guide here: https://docs.oracle.com/en/cloud/saas/applications-common/25a/index.html.
  7. Once you've verified those few settings, click either Save and Close or Done to return to the Company Profile task list.