Contents
1 Overview
2 Enterprise Structures
- Overview of Enterprise Structures
- Model Your Enterprise Management Structure
- Guidelines for Configuring Global Enterprises
- Design an Enterprise Configuration
- Enterprise Information for Non-HCM Users
3 Legal Entities, Business Units, and Reference Data Sets
- Overview of Legal Entities, Business Units, and Divisions
- Overview
- Model Legal Entities
- Overview of Legal Jurisdiction and Authorities
- Jurisdictions
- Legal Authorities
- Create Legal Jurisdictions, Addresses and Authorities
- Create Legal Entities, Registrations, and Reporting Units
- Legislative Data Groups
- How Legal Employers Work with Payroll Statutory Units and Tax Reporting Units
- Examples of HCM Organization Models
- Examples of Creating Calculation Cards for Deductions at Different Levels
- Business Units
- How Business Units Work with Reference Data Sets
- Associate Business Unit with Legal Employer
- FAQs for Legal Entities, Business Units, and Reference Data Sets
4 Enterprise Structures Configurator (ESC)
- How You Establish Enterprise Structures Using the Enterprise Structures Configurator
- Configuration Workbench
- How You Create Legal Entities in the Enterprise Structures Configurator
- Considerations for Creating Business Units in the Enterprise Structures Configurator
- How You Create Reference Data Sets in the Enterprise Structures Configurator
- How You Roll Back an Enterprise Structure Configuration
- FAQs for Enterprise Structures Configurator
5 Divisions, Departments, Worker Unions, Locations, and Trees
- Guidelines for Using Single or Multiple Classifications for an Organization
- How You Configure Your Enterprise Structure After an Acquisition
- Divisions
- Example of Adding a New Division After Acquiring a Company
- Departments
- How You Create a Chart of Account to Create a Department
- Cost Centers and Departments
- Department Classifications
- How You Configure the Department Title
- Disability Organizations
- Worker Union Management
- Collective Agreement Flexfields
- Locations
- Associate Legal Employers with Locations
- HCM Trees
- FAQs for Divisions, Departments, Worker Unions, Locations, and Trees
- What's a reporting establishment?
- Can I delete an organization?
- How do I create a disability organization?
- How can I identify my organization in a report?
- What's the purpose of the legislative action attributes?
- What's the difference between department name and title?
- Why can't I see my location in the search results?
- How can I associate a location with an inventory organization?
- What happens if I select an inventory organization when I am creating or editing a location?
- What happens if I select a geographic hierarchy node when I create or edit a location?
- What happens if I inactivate a location?
6 Jobs and Positions
- Jobs
- Examples of Jobs
- Examples of Positions
- Considerations for Using Jobs and Positions
- Job and Position Structures
- Workforce Structures Code Generation Methods
- Evaluation Criteria for Jobs and Positions
- How FTE is Calculated in Positions
- Work Hours and Duration
- Workday Information Defaults
- How You Match Position Valid Grades with Job Grades
- Position Synchronization
- Set Up Position Synchronization
- How Assignment Values Are Inherited from Position
- HCM Position Hierarchy
- Graphical Position Hierarchy
- How You Create a Graphical Position Hierarchy
- Considerations for Using Position or Position Hierarchy for Synchronizing Assignment Manager
- Synchronize Assignment Action Reason From Position
- Example of Action Reason Synchronization in Assignments
- Synchronize Assignment Flexfields From Position Flexfields
- Considerations for Flexfield Mapping in Position Synchronization
- Synchronize Person Assignment from Position Process
- Create a Position Profile
- Associate Action Reasons in Position with Role
- Upload Workforce Structures Using a Spreadsheet
- FAQs for Jobs and Positions
- What's the difference between a job set and a job family?
- Why can't I see the position code for the new position?
- When can I enable position synchronization?
- What happens if I specify a parent position?
- What happens if I specify the standard working hours in a position?
- What happens when grades are synchronized?
- How can I exclude some assignments from position synchronization?
- How do I override position synchronization at the attribute level?
- What happens if I select Synchronize Mapped Flexfields?
7 Grades, Grade Rates, and Grade Ladders
- Grades
- Grade Rates
- Grade Ladders
- Lookup Types for Grades
- Grade Ladder on Worker Assignment
- How Grades, Grade Rates, and Sets Work with Legislative Data Groups
- How Grades and Grade Rates Work with Jobs, Positions, Assignments, Compensation, and Payroll
- Examples of Grades, Grade Rates, and Grade Ladders
- How You Set Up Grade Ladders for Pay Scale Requirements
- Example of Setting Up Grade Ladders for Spine Point Requirements
- FAQs for Grades, Grade Rates, and Grade Ladders
8 Workforce Structures - Configuration Options
- Workforce Structures Enterprise-Level Configuration
- Workforce Structures Profile Options
- Workforce Structures Lookups
- Workforce Structures Flexfields
- Parameters for Work Structure Extensible and Descriptive Flexfields
9 Person
- Person Number Generation Methods
- Person Types
- Person Names and Languages
- Person Name Styles
- Person Name Formats
- How You Specify Work Phones
- Apply Name Formats to Person Names, Keywords, and LDAP
- How You Update Person Search Keywords
- Person-Record Keyword Searches
- How You Optimize Person Search Keywords
- How You Communicate Person and Assignment Changes to Consumer Applications
- Guidelines for Synchronizing Person Records
- Guidelines for Batch Loading Workers
- Person Lookups
- Use Gender Lookup Type in the EEO Report
- Considerations for Duplicate Checks When Importing Person Records
- Considerations for Loading Person Photos
- How You Cache Person Photos
- How National Identifiers are Validated
- User and Role-Provisioning Setup Options
- Considerations for Configuring the Personal Info Pages in the Transaction Design Studio
- Considerations for Deleting Tags from Lookup Codes
- FAQs for Person
- What happens if I change the status of a user person type?
- What's the purpose of the default user person type?
- When does the application update stored names with a person name format?
- How can I switch between local and global formats to display person names?
- What's the difference between person name formats and person name styles?
- Why can't I see the people I just imported?
- What are the lookup types associated with person identifiers?
- How can I enable the Employment Details tab in the Personal Information work area?
- How can I add additional content on the questionnaire pages?
- What are the parameters that I can use for different flexfield configurations?
- How can I hide the Comments or the Attachments fields on the Family and Emergency Contacts page?
10 Document Records
- Document Types and Categories
- Restrict Management of Document Records
- Configure Labels for Standard Document Type Attributes
- Document Type Lookups
- Document Records Profile Options
- Document Type Descriptive Flexfields
- Document Record Descriptive Flexfields
- Configure Flexfield Parameters in Value Sets for Document Records
- Create and Default Context for Descriptive Flexfield Based on Document Type
- Generate Letter from Document Record for a Specific Document Type
- Move Deleted Document Records to Archive Table
- How You Configure Archiving and Purging for Document Records
- Set Document Record Availability
- Document Type Attributes You Can Change
- Control Access to Document Records
- Methods of Creating Document Records
- Document Records Available in Other HCM Flows
- Restrict Document Types During Mass Download of Document Records
- Deep Links for Document Records
- How You Set Preferences for Document Delivery
- FAQs for Document Records
11 Workforce Records
- Overview of Workforce Records
- Directory and Organization Chart Lookups
- Overview of Work Schedules
- Calendar Events and Geographic Hierarchy
- People Covered by a Calendar Event
- Geographic Hierarchy Decides Calendar Event Coverage
- Organization Hierarchy Decides Calendar Event Coverage
- Basic Process to Create a Calendar Event Using a Geographic Tree
- Add India and UK Nodes to the Geographic Tree Nodes Lookup
- Create a Geographic Tree and Tree Version for India and UK
- Audit, Activate, and Row-Flatten the India and UK Geographic Tree Version
- Create the May Day Calendar Event for India
- Override the Default Edinburgh Geography Hierarchy with Hyderabad
- Calendar Events FAQs
- Calendar Event Setup Examples
- Work Schedules
- Work Schedule Types Supported by Oracle HCM Cloud Applications
- Exception Options in Work Schedules
- Basic Process to Create a Work Schedule
- Create the Day Office and Night Home Time Shifts
- Create the Weekly Day Office, Night Home Work Pattern
- Create the Weekly Day Office, Night Home Work Schedule
- Assign the Weekly Day Office, Night Home Work Schedule
- Change the Weekly Day Office, Night Home Work Schedule of an Individual
- Work Schedules FAQs