5HCM Work Areas and User Roles

This chapter contains the following:

Human Resources Work Areas

The Human Resources user roles include Human Resources Manager, Human Resources Specialist, and Human Resources Analyst. They perform tasks in some or all of these work areas:

  • Data Exchange - Extract or load data, purges batches, transfers batches, views batch status analytics

  • Workforce Structures - Manage positions, locations, jobs, grades, and HR organizations

  • Human Resources Dashboard - Provide real-time information regarding human resources flows

  • New Person - Hire employees and adds contingent workers and nonworkers

  • Person Management - Manage person related data such as name, address, communications, and documentation

  • Mass Updates - Manage mass updates

  • Document Records - Manage and reports on documents

  • Workforce Modeling -Manage reorganization proposals and assess their impact

  • Reputation Administration- Manage monitoring of employees' social networks

This figure shows the work areas the HR manager,
HR specialist, and HR analyst roles work in. The HR manager works
in the following work areas: Data Exchange, Workforce Structures,
New Person, Person Management, Mass Updates, and Document Records.
The HR specialist works in the following work areas: Data Exchange,
Workforce Structures, Human Resources Dashboard, New Person, Person
Management, Mass Updates, Workforce Processes, and Reputation Administration.
The HR analyst works in the following work areas: Data Exchange, Workforce
Structures, and Workforce Modeling.

Benefits Work Areas

You can perform tasks in several work areas depending on your role. If you're someone who's setting up benefits, such as programs and plans, you use the Plan Configuration work area. If you're managing benefits enrollments for individual employees, use the Enrollment work area. If you're in the business of managing benefits processes that affect all or specific groups of employees, you use the Evaluation and Reporting work area.

This figure shows the work areas where Benefits user
roles perform tasks. The Benefits Administrator first performs tasks
in the Plan Configuration work area. The Benefits Manager, Benefits
Specialist, and Benefits Administrator roles then perform tasks in
the Enrollment work area. The Benefits Manager and Benefits Specialist
then perform tasks in the Evaluation and Reporting work area.

Compensation User Roles and Task Types

The Compensation Cloud user roles perform several types of tasks:

  • Plan Configuration - Configure and manage compensation plan design, salary bases and total compensation statement design

  • Manage Worker Compensation - View and manager worker compensation information such as adjusting salaries, managing workforce compensation cycles, and allocating individual compensation awards.

  • Analyze Compensation- Analyze, model, budget and allocate compensation across borders and boundaries

  • Compensation Specialist - Manage salary and individual compensation in a help desk role

  • Compensation Approver - Authorized to approve a workforce compensation worksheet, but isn't necessarily a line manager who has access to the Workforce Compensation work area

This figures shows the Compensation Cloud user
roles and the tasks they perform. The Compensation Administrator first
performs the Plan Configuration task. The Compensation Manager next
performs the Manage Worker Compensation task. Then the Compensation
Analyst performs the Analyze Compensation Management task.

Global Payroll Work Areas

The Global Payroll user roles perform tasks in several work areas:

  • Data Exchange: Manage extract definitions for payroll reports

  • Payroll Administration: Create and load batches, maintain personal payroll information, and manage elements and related items

  • Payroll Dashboard: Monitor real-time information regarding payroll flows

  • Payroll Calculation: Calculate, validate, and balance payroll, maintain personal payroll information, and confirm payroll readiness

  • Payroll Checklist (appears as Checklists in the Navigator menu): Confirm payroll readiness and calculate, validate, and balance payroll

  • Payment Distribution: Calculate payment distributions and distribute payroll payments

  • Accounting Distribution: Distribute payroll accounting information and calculate cost distributions

  • Regulatory and Tax Reporting: Manage regulatory and tax reporting information

This figure shows the Global Payroll user roles
and the work areas they perform tasks. The Payroll Manager (Global
Payroll) performs tasks in the following work areas: Payroll Administration,
Payroll Dashboard, Payroll Calculation, Checklist, Payment Distribution,
Accounting Distribution, and Regulatory and Tax Reporting. The Payroll
Administrator (Global Payroll) performs tasks in the following work
areas: Payroll Administration, Payroll Dashboard, Payroll Calculation,
Checklist, Payment Distribution, Accounting Distribution, and Regulatory
and Tax Reporting. The Payroll Coordinator (Global Payroll Interface)
performs tasks in the following work areas: Payment Distribution and
Payroll Calculation.

Time and Labor Work Areas

Time and Labor user roles perform tasks in these work areas:

  • Setup and Maintenance: Time and labor administrators and implementors set up and maintain time entry configuration, rules, and setup profiles.

  • Time Management: Time and labor managers and administrators resolve time cards with transfer failures and review incomplete time transfer processes.

  • Time: Workers create and edit time cards and enter time in a calendar.

Absence Management Work Areas

Absence Management user roles perform tasks in these work areas:

  • Setup and Maintenance: Implementors set up absence management components, such as absence plans, absence types, absence reasons, absence categories, and certifications.

  • Absence Administration: HR specialists perform ongoing maintenance tasks related to absence components. HR specialists run batch processes to enroll employees in absence plans, calculate accrual balances and entitlements, and review certification due dates.

  • Maintain Absence Records and Entitlements: HR specialists schedule absences for employees, enroll employees in absence plans, review plan balances and entitlements, calculate accruals, and perform adjustments on plan balances.

  • Time: Employees schedule absences.

  • Manager Dashboard: Managers review absence analytics, such as absence trends in direct reports and absence totals.

Talent Management Work Areas

Talent Management includes the following work areas:

  • Goals: includes tasks such as managing the goal library and goal plans, assigning goals, and managing your own performance goals and those of your organization and your direct reports.

  • Career Development: includes tasks to manage worker development goals, establish targets for achieving the goals and career growth, and view comprehensive worker career information.

  • Performance: includes tasks that facilitate setting up, monitoring, and administering performance documents.

  • Talent Review: includes access to the Overview pages for talent review meetings, where you can access meetings, prepare review content, and so on.

  • Profiles: includes tasks for searching model and person profiles, and for managing model profiles.

  • Succession Plans: includes tasks to create and manage succession plans and talent pools.

  • Hiring: includes tasks to source and screen candidates and create job requisitions and job offers.

  • Learning: includes tasks to manage your own learning and learning for your team, including publishing or recommending videos, and assembling tutorials.