Create Oracle HCM Cloud Users Using the New Person Tasks

Once the initial implementation of Oracle HCM Cloud is complete, you can create person records.

You can create the person records in either of the following ways:

• Individually, using tasks such as Hire an Employee in the New Person work area

• In bulk, by uploading person records using HCM Data Loader

This topic summarizes how to create person records using the Hire an Employee task, with emphasis on any steps that affect user and role provisioning.

Hire an Employee: User-Name Values

You must have the Human Resource Specialist job role to hire an employee as described here. Follow these steps:

1. Open the New Person work area.

2. On the Tasks panel tab, select the Hire an Employee task. The Hire an Employee: Identification page opens.

3. If the Person Number value is Generated automatically, then the number is generated on approval of the hire. If the field is blank, then you can enter a person number.

   The user name is the person number if the generation rule for user names, as specified on the Security Console, is Person or party number.

   Tip: New users belong to the default user category. Therefore, the default user-name format is the format defined for the default user category. You can add the user to a different user category after the user account exists.

4. You enter the person's first and last names. Other names are optional. The user name is based on the person's first and last names if the generation rule for user names in the default user category is either FirstName.LastName or FLastName.

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

6. A user can have only one work email. If you enter no work email when you create the person record, then an authorized user can enter it later on the Security Console. You can't add it directly to the person record later. After the person record exists, the email is managed on the Security Console.

   The user name is the work email if the generation rule for user names in the default user category is Email.

7. Click Next.

Hire an Employee: Roles

The Hire an Employee: Employment Information page opens. Many assignment details, including assignment status and job, may occur as conditions in role mappings. For example, users may acquire a role automatically if their grade matches that in the associated role mapping.

1. Click Next. The Hire an Employee: Compensation and Other Information page opens.

   Any roles for which the employee qualifies automatically appear in the Role Requests region of the page.

2. To add roles manually, click Add Role. The Add Role dialog box opens.

3. Search for and select the role. A role that you can provision appears in a role mapping where you satisfy the conditions and the Requestable option is selected for the role.

   The selected role appears in the Role Requests region with the status Add requested. Repeat steps 2 and 3 for additional roles.

4. Click Next. On the Hire an Employee: Review page, click Submit.

   This action:

   • Submits the Hire an Employee transaction for approval

   • Creates a request to create the user account and provision the requested roles, on approval of the hire

   Note: User-account and role-provisioning requests are processed only if processing is enabled for the enterprise.

The user is notified of his or her sign-in details if an appropriate notification template is enabled for the default user category.