5Setting Up Your Agency Staff
Setting Up a Fusion Business Unit and Legal Entity
This topic discusses the one-time setup for Public Sector Compliance and Regulation administrators who are not using Fusion Human Capital Management (HCM), Enterprise Resource Planning (ERP), and Sales Cloud.
If you have implemented both Fusion Financials and Public Sector Compliance and Regulation (PSCR) services, then you must ensure that you migrate Financials Business Unit related tasks before any PSCR migrations. Migrate any changes you have made to the business unit configurations in the Financials offering before the Public Sector offering or the implementation projects are migrated from a non-production environment to your production environment.
The following setup steps are prerequisites for creating an agency staff in the system.
Configure the following tasks in the order mentioned here:
Set up reference data sets (to create a Set ID)
Create a business unit
Create a legal address
Create a Legislative Data Group
Create a Legal Entity
Register a Legal Entity
Create Legal Entity HCM Information
Setting up Reference Data Sets
Select the Setup and Maintenance tile on the Agency Springboard. On the Setup page, select the offering: Public Sector Permits, Public Sector Planning and Zoning, Public Sector Code Enforcement, or Public Sector Business Licenses. Then select the Agency Staff functional area.
On the right panel locate the Manage Reference Data Sets task and click the row to open the Manage Reference Data Sets page.
On the Manage Reference Data Sets page, click the New button and include values for the fields:
Page Element
Description
Set Code
Enter a code value that represents your agency.
Set Name
Enter a name that represents your agency.
Description
Enter a description about your agency.
Click Save and Close to save the newly created SetID.
Creating a Business Unit
Select the Setup and Maintenance tile on the Agency Springboard. On the Setup page, select the offering: Public Sector Permits, Public Sector Planning and Zoning, Public Sector Code Enforcement, or Public Sector Business Licenses. Then select the Agency Staff functional area.
On the right panel locate the Manage Business Units task and click the row to open the Manage Business Units page.
On the Manage Business Unit page, click the New button and include values for the fields:
Page Element
Description
Name
Enter a name for the business unit.
Default Set
Select the SetID you created in the previous section
Click Save and Close to save the newly created business unit.
Creating a Legal Address
Select the Setup and Maintenance tile on the Agency Springboard. On the Setup page, select the offering: Public Sector Permits, Public Sector Planning and Zoning, Public Sector Code Enforcement, or Public Sector Business Licenses. Then select the Agency Staff functional area.
On the right panel, locate the Manage Legal Addresses task and click the row to open the Manage Legal Addresses page.
On the Manage Legal Addresses page, click the New button and enter the agency address in the Agency Line 1 field. The other fields are optional.
Click OK to return to the Manage Legal Addresses page and click Save and Close to save the newly created address.
Creating a Legislative Data Group
Select the Setup and Maintenance tile on the Agency Springboard. On the Setup page, select the offering: Public Sector Permits, Public Sector Planning and Zoning, Public Sector Code Enforcement, or Public Sector Business Licenses. Then select the Agency Staff functional area.
On the right panel, select the task named Manage Legislative Data Group and click Select to open the Manage Legislative Data Groups page.
On the Manage Legislative Data Groups page, click Create to enter the new legislative data group details.
Enter your legislative data group name in the Name field. Search and select your country from the Country field.
Click Submit to save and return to the Manage Legislative Data Group page.
Click Done.
Creating a Legal Entity
Select the Setup and Maintenance tile on the Agency Springboard. On the Setup page, select the offering: Public Sector Permits, Public Sector Planning and Zoning, Public Sector Code Enforcement, or Public Sector Business Licenses. Then select the Agency Staff functional area.
On the right panel, locate the task named Manage Legal Entity and click to open the Select Scope page.
On the Select Scope page select the Manage Legal Entity task radio button.
Click the Legal Entity drop-down and select Create New. Click Apply and Go to Task button to open the manage Legal Entities page.
On the Manage Legal Entities page, click the New button to open the Create Legal Entity page and enter values for the fields:
Page Element
Description
Country
Select the country (United States is the default selection).
Name
Enter the name of your agency.
Legal Entity Identifier
Enter a code for your agency.
Payroll Statutory Unit
Select the check box.
Legal Employer
Select the check box.
Legal Address
Select the legal address (created in the previous section) using the Search and Select page.
EIN or TIN
Enter your agency’s EIN or TIN value. You can enter a value of your choice if you do not have EIN or TIN for your agency.
Note: If you are using Fusion HCM or Fusion ERP, the value you enter here must be legitimate. It is recommended that you refer to Fusion documentation to know about the required value for entry in the field.Legal Reporting Unit Registration Number
Enter your agency’s legal reporting unit registration number. You can enter a value of your choice if you do not have a registered number for your agency.
Note: If you are using Fusion HCM or Fusion ERP, the value you enter here must be legitimate. It is recommended that you refer to Fusion documentation to know about the required value for entry in the field.Click Save and Close to save the newly created legal entity.
Registering a Legal Entity
Select the Setup and Maintenance tile on the Agency Springboard. On the Setup page, select the offering: Public Sector Permits, Public Sector Planning and Zoning, Public Sector Code Enforcement, or Public Sector Business Licenses. Then select the Agency Staff functional area.
On the right panel, select the task named Manage Legal Entity Registration and click Select to open the Select Scope page.
On the Select Scope page select the Manage Legal Entity Registrations task radio button.
Click the Legal Entity drop-down and choose Select and Add. Select Click Apply and Go to Task button to open the Manage Legal Entities page.
On the Manage Legal Entities page expand the Search section and enter the legal entity name you created in the previous section. Click Search.
Select the row from the search results and click Save and Close, to save the entity and open the Manage Registrations page.
View your values on the new Manage Registrations page and click Done to confirm and complete the registration process.
Creating Legal Entity HCM Information
Select the Setup and Maintenance tile on the Agency Springboard. On the Setup page, select the offering: Public Sector Permits, Public Sector Planning and Zoning, Public Sector Code Enforcement, or Public Sector Business Licenses. Then select the Agency Staff functional area.
On the right panel, select the task named Manage Legal Entity HCM Information and click Select to open the Select Scope page.
On the Select Scope page select the Manage Legal Entity HCM Information task radio button.
Click the Legal Entity drop-down and choose Select and Add. Click Apply and Go to Task button to open the Manage Legal Entities page.
On the Manage Legal Entities page expand the Search section and enter the legislative data group you created in the previous section. Click Search.
Select the row from the search results and click Save and Close, to save the entity and open the Legal Entity page.
On the Legal Entity page, click Edit and then click Update to open the Update Legal Entity page to enter an action reason.
On the Update Legal Entity page, select Action Reason drop-down button and select the option Reorganization. Click OK to save and return to the Legal Entity page.
On the Legal Entity page, select the Payroll Statutory tab to associate the data group to the HCM legal entity.
Under the Payroll Statutory Information section select the Associated Legislative Data Group drop-down. Search and select the legislative data group you created using the previous section.
Click OK to return to the Edit Legal Entity page. Click Submit and then click Done to complete the creation of a Legal Entity HCM Information.
For information on creating an employee record, refer to the documentation Managing Agency Staff Profiles.
Defining Job Titles
This topic discusses how to define job titles for agency staff.
Defining Job Titles
Administrators define new job titles using the Job Titles page:
Select
.The Job Title page lists all the job titles defined.
Click Details for a row to open the Job Title Detail page and view and edit the details of the job title.
Click Add to open the Job Title Detail page and define a new job title.
Enter various details and click Save to save the new job title and return to the Job Title page.
Setting Up Agency Staff
This topic provides an overview of job functions along with a list of delivered Job Functions, and discusses how to set up Fusion Business Units and Legal Entities for Public Sector Compliance and Regulation services.
Job Function Overview
Job functions are assignments made to staff members using the Manage Agency Staff page. Job Function helps you in assigning job specific attributes to an agency staff member. For example, you can assign the job function of a Building Inspector to an agency staff member and set up attributes such as Inspector District and Schedule.
Job Function |
Job Function ID |
Section and Usage |
---|---|---|
Building Inspector |
ORA_BUILDING_INSPECTOR |
|
Business Analyst |
ORA_BUSINESS_ANALYST |
|
Business License Manager |
ORA_BL_MANAGER |
Note: No job attributes are currently required for this job function. Business license managers have access to all consultations and licenses.
|
Business License Specialist |
ORA_BL_SPECIALIST |
|
Cashier |
ORA_CASHIER |
|
Chief Building Officer (Applicable in future releases) |
ORA_CHIEF_BUILDING_OFFICER |
|
Code Enforcement Officer |
ORA_CODE_ENFORCEMENT_OFFICER |
|
Code Enforcement Supervisor |
ORA_CODE_ENFORCEMENT_SUPERVISOR |
Note: No job attributes are currently required for this job function. Code enforcement supervisors have access to all incidents and cases.
|
Code Enforcement Technician |
ORA_CODE_ENFORCEMENT_TECHNICIAN |
Note: No job attributes are currently required for this job function. Code enforcement supervisors have access to all incidents and cases.
|
Economic Development Officer (Applicable in future releases) |
ORA_ECONOMIC_DEVELOPMENT_OFFICER |
Permit Types |
Finance Administrator (Applicable in future releases) |
ORA_FINANCE_ADMINISTRATOR |
|
Inspector Supervisor |
ORA_INSPECTOR_SUPERVISOR |
|
Permit Technician |
ORA_PERMIT_TECHNICIAN |
|
Plan Coordinator |
ORA_PLAN_COORDINATOR |
Note: No job attributes are currently required for this job function. Plan coordinators have access to plan reviews for all permit types.
|
Plan Reviewer |
ORA_PLAN_REVIEWER |
|
Planner |
ORA_PLANNER |
|
Principal Planner (Applicable in future releases) |
ORA_PRINCIPAL_PLANNER |
Permit Types (Applicable in future releases) |
Setting Up Fusion HCM Business Units and Legal Entities for Public Sector Compliance and Regulation Services
If you are an existing Fusion customer and if you have already set up business units and legal entity, then you can assign the same for your Agency Staff. However, if you are a new Public Sector Compliance and Regulation-only customer then as a prerequisite for entering Agency Staff data, you need to create one business unit and one legal entity that can be used for your agency staff.
Configuring Agency Job Groups
This topic provides an overview of the Agency Staff Group Configuration and discuss the procedure to configure agency job groups.
You can use the Agency Staff Groups for identifying a common set of Job attributes that can be applied to a group of Employees.
Groups provide the flexibility to assign attributes at various levels. You can define a group for a given department, division, or for specific districts based on the commonalities of the job attributes.
Examples of Groups are:
Inspectors working in District A
Permit Technicians responsible for Fence Permits
You can configure a group with default Job Functions and their attribute values for your users.
Users entering their employee profile information can select a group job function, which results in loading default job functions and their attribute values automatically populated.
Configuring Agency Job Groups
Administrators set up and configure the agency staff group on the Job Group page. Agency users can select a group on the Agency Staff Profile page, and a default set of job functions and attribute values are assigned to the employee. To set up the job functions and attributes for a group:
Select
.On the Job Group page, click Add to add a new group or Edit to change the group attributes. Click Add.
Enter the details of the job group on the Job Group Details page.
Verify that the Enabled switch is turned on if you want to enable this group when you save. This switch is turned on by default for a new group.
Under the Job Function section, click Add to select job functions and include their attributes.
Click Save to return to the Job Group page.
Managing Agency Staff Profiles
This topic discusses how to manage agency staff profiles.
Managing Agency Staff Profile
Administrators set up the agency staff profile on the Agency Staff page.
Select
.On the Agency Staff page, click Add to add a new agency staff member – employee.
On the Agency Staff Profile page, you add values to the various fields. For the Business Unit and the Legal Entity, see the documentation Setting Up a Fusion Business Unit and Legal Entity .
Page Element
Description
Select Existing Fusion Worker
Turn on the switch to allow the search and selection of an existing Fusion employee. The following fields are display only, populating details from Fusion information:
Person ID
Person Number
Hire Date
Business Unit
Legal Entity
Generated User Account
Send Credential Email
User name
Worker ID
Enter an ID or click the prompt to open the Look Up page and search for the Fusion employees. You can sort the search results by any of these:
Worker ID
First Name
Last Name
Email Address
Hire Date
Phone Number
Business Unit Name
Legal Employer
Manager Person ID
Select an employee row from the search result on the Look Up page and the details are populated on the Agency Staff page.
Person Type
Select a type of staff member from the options: Employee
Enabled
Set a status for the staff member from the options:
Active
Inactive
Note: You set the status to Inactive when the employee is inactivated in your HR system. If you are a Fusion HCM/ERP/Sales Cloud customer then the inactivation of Employees in HCM will not automatically inactivate the Employee data in Public Sector Cloud. You must manually update this field.Also, turning off the switch on this page will not inactivate the user ID. You need to use your security console to inactivate the User ID. If Oracle Identity Cloud Service (IDCS) is your identity provider (IdP), you must inactivate the user ID using your IDCS console.Is a Supervisor
Turn on the switch if the employee is a supervisor.
Job Group
Select a group to assign a job group section with the relevant job functions. Accordingly, the system populates the Job Group Assignments section.
Note: You cannot make any changes to the values in the job group assignments on this page. To update the values, navigate to the Job Group page.Click Save to save the agency staff profile and return to the Agency Staff page.
Job Function Assignment without using Agency Job Groups
You can assign job functions to employees directly, without having to use Job Groups.
On the Agency Staff page search and select the employee that you want to add job functions to.
Under the Job Function section, click Add to select job functions and include their attributes.
Click Save and return to the Agency Staff page to view the job function assignments.
To include job functions using Agency Job Groups, see the documentation Configuring Agency Job Groups.
Assigning Agency Security Access
Administrators assign roles to various staff members. The security roles assigned to an employee determine the navigations and data that the user can access.
Select Agency Staff and then select Agency Staff Access. The Agency Staff Access page lists all the agency staff members.
You can click the chevron for a row to view the employee access details. This page lists all the security roles assigned to the employee user. You can add new security roles to the employee on this page.
Click the Add New Role button to open the Role Detail page and assign a role for the user.
Click Save to save your changes and return to the Agency Staff Access page.
Click Save to save the changes you made to the Agency Role details of the staff member.
You can add or delete the security roles assigned to the user on this page.
Managing Mobile Application Activation
As agency administrators, you must enable access to your field officers for using the inspection application on their mobile devices.
You use the Agency Mobile Setup page to select the field officers and send them the email containing the activation link. Only the agency staff with the job function of code enforcement officer or building inspector are entitled to install and use the mobile application. Code officers and building inspectors receiving the email must install and configure the mobile application on their mobile devices. For more information, see Installing and Configuring Oracle Municipal Code Officer and Installing and Configuring Oracle Inspector.
Mobile Application Activation
To send the mobile application activation link:
Select
.The Agency Mobile Setup page lists all the agency staff that are either building inspectors or code enforcement officers.
The job function assignments are set up on the Agency Staff page. See Setting Up Agency Staff.
Select the staff member you want to send the email notification and click the Send button on the row.
Click OK to confirm that the email containing the mobile activation link will be sent to the selected agency staff. The activation link is for one-time use only.
The notification status for the row changes to Request sent, and the Resend button appears in the Send Mobile Setup Notification column.
Importing Agency Staff Data
This topic explains how to prepare and import agency staff resource data from an external data source into Public Sector Agency Staff tables using the File-Based Data Import feature.
Agencies with Fusion HCM implementation: File-based data import can be used if your agency has implemented Fusion HCM. You either enter employee details manually into the Public Sector Agency Staff tables using the PSCR user interface (Agency Staff page) or run the schedule import process to copy the employee data.
Agencies without Fusion HCM implementation: If your agency has not implemented Fusion HCM and you are using a third-party application to maintain employee information, you can use the import process to copy data from the third party tables into the Public Sector Agency Staff tables.
In addition to the removal or inclusion of employee records, data changes can include changes to the details of an employee, such as the address, email, role, or designation.
Scheduling the Employee Data Import and Export Process
Administrators can set up a schedule to process a batch file that imports employee data from a .CSV file into the Public Sector Agency Staff tables. The imported data file, which is usually generated from a third-party application, can be used to set up and periodically update user details within Public Sector Agency Staff.
Using the Predefined Template to Import Data using File-Based Data Import
Public Sector Compliance and Regulation provides a template to help you import data using the File-Based Data Import tool. The Import template is a spreadsheet that includes the commonly used fields, in addition to the required, along with instructions to use them.
You can download the template by clicking this link: Agency Staff Import Template spreadsheet file.
Importing Employee Data
Access the File Import and Export page from the Fusion application by clicking
.On the File Import and Export page, in the Search Results section, click the Add button to upload the template zip file to the Universal Content Management (UCM).
On the Upload File modal page, click Browse and select the file for upload. Use the Account field to select the account for the file you are uploading.
Click Save and Close. You will see the file listing on the File Import and Export page with the details of the upload.
Scheduling the Import Export process using File-Based Data Import
Access the Scheduled Processes page from the Fusion application
.On the Scheduled Process page, click the Schedule New Process button and enter values for the fields on the Schedule New Process modal page:
Page Element
Description
Type
Ensure that the Job option is selected.
Name
Search and select the Load Interface File for Import value from the list of names.
Description
Displays a description about the selected process.
Click OK. The service now opens the Process Details page for you to select the import process for the process name you entered in the above step:
Page Element
Description
Import Process
Click the drop-down menu, search and select the Import Agency Staff value using the lookup list.
Data File
Click the drop-down menu and select the generated ZIP file you uploaded earlier, as described in the previous section.
Click Submit and accept the confirmation message to complete the submission.
Records in Error
Scenarios for importing employee data from a third-party system to Public Sector Agency Staff profile
Prerequisite
The scenarios listed here assume that the following prerequisite has already been set up: Each record in the template should contain a unique identifier called the Interface ID. The interface ID is used as a key identifier while establishing parent-child relationships across the pages of the template spreadsheet.
Consider importing the employee details into the tables of Public Sector Agency Staff. You can perform the following actions using the Import template:
Add a new staff member
Assign personal attributes
Assign job functions and attributes
Assign roles
Disable an agency profile
The following scenarios detail how you can create a new agency staff record and seamlessly update various parameters of your existing agency staff.
Scenario 1: Adding a new agency staff
Consider creating a new agency staff record staff in your Public Sector Agency Staff.
If your agency is not a Fusion HCM customer, you use the template to enter details in all the pages of the template spreadsheet and then schedule the import process to import the newly added employee record. You must enter the value “I” in the InsertUpdateFlag field to qualify the record as a new agency staff entry.
The following example shows the data on the spreadsheet detailed in the above scenario – Adding a new staff member.
Record Number |
*Interface ID |
*InsertUpdateFlag |
*First Name |
*Last Name |
|
*Business Unit |
*Legal Entity |
---|---|---|---|---|---|---|---|
1 |
467436 |
I |
John |
Simmons |
john.s@example.com |
Sample Corporation |
Sample Corporation |
2 |
467437 |
I |
Robert |
James |
robert.j@example.com |
Sample Corporation |
Sample Corporation |
If your agency has implemented Fusion HCM, you use the HCM loader or enter the necessary employee details manually. In such cases, the following PSCR specific attributes are required to be updated:
Job Title
Agency Department
Agency ID
Agency Location
Job Group
Is Supervisor
Enabled
Scenario 2: Updating personal details of an agency staff
Consider updating changes to the personal details of an agency staff in your Public Sector Agency Staff. You can perform the following actions:
Change work phone number
Change location
Change department
Change job title
Assign job group
Revoke job group
Change supervisor status
The following example shows the data on the spreadsheet detailed in the above scenario.
Record Number |
*Interface ID |
*Person Number |
*Work Phone Number |
*Location |
*Department |
*Job Title |
*Is Supervisor |
---|---|---|---|---|---|---|---|
1 |
467436 |
PERNUM8 |
16348773 |
300100168879616 |
1001 |
Agency Staff |
Y |
2 |
467437 |
PERNUM9 |
32178939 |
300100168879616 |
1001 |
Building Inspector |
N |
Scenario 3: Updating job functions and their attributes
Consider updating changes to job functions and their attributes of an agency staff in your Public Sector Agency Staff. You can perform the following actions:
Assign job functions and attributes
Assign additional job attributes to existing functions
Remove job attributes
Remove job functions
The following example shows the data on the spreadsheet detailed in the above scenario.
Record Number |
*Interface ID |
*Assignment Flag |
*Person Number |
Agency ID |
Job Function ID |
Job Attribute |
Attribute Value |
---|---|---|---|---|---|---|---|
1 |
467436 |
I |
PERNUM8 |
1 |
ORA_BUILDING_INSPECTOR |
ORA_INSPECTION_TYPES |
Plumbing |
2 |
467437 |
D |
PERNUM9 |
1 |
ORA_CASHIER |
ORA_CASHIER_ID |
7574343 |
Scenario 4: Updating roles
Consider updating roles of an agency staff in your Public Sector Agency Staff. You can perform the following actions:
Assign additional roles
Revoke roles
The following example shows the data on the spreadsheet detailed in the above scenario.
Record Number |
*Interface ID |
*Role Action |
*Person Number |
*Role Name |
---|---|---|---|---|
1 |
467436 |
A |
PERNUM8 |
Employee |
2 |
467437 |
R |
PERNUM9 |
Application Implementation Consultant |
Scenario 5: Disabling agency staff profile
Consider disabling an agency staff profile in your Public Sector Agency Staff. You can perform the update without having to make any manual entry in your records. The user interface as well as the Import Agency Staff functionality allow you to disable agency staff profiles.
The following example shows the Enabled field on the spreadsheet, as detailed in the above scenario.
Record Number |
*Interface ID |
*Person Number |
*Work Phone Number |
*Location |
*Department |
*Job Title |
Enabled |
---|---|---|---|---|---|---|---|
1 |
467436 |
PERNUM8 |
16348773 |
300100168879616 |
1001 |
Building Inspector |
Y |
2 |
467437 |
PERNUM9 |
32178939 |
300100168879616 |
1001 |
Agency Staff |
N |